Simon Property Group, Inc. (SPG)
Indianapolis, IN, US
Simon Property Group (NYSE: SPG) is a prominent S&P 100 real estate investment trust that specializes in owning and developing a portfolio of world-class shopping, dining, entertainment, and mixed-use destinations. These significant properties, strategically located across North America, Europe, and Asia, serve as vital community hubs, attracting millions of visitors daily and contributing billions in annual revenue.
Based on only 1 article — low confidence
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2002-06-25 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.90% | -0.18% | +0.59% | +0.52% | +9.98% | +10.70% | +25.78% | +94.87% | +52.70% | +3.68% | +881.37% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 8 | 0 |
| Hold | 12 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 5 |
203.60
-7.2%
|
| Last Quarter | 5 |
203.60
-7.2%
|
| Last Year | 21 |
194.00
-11.6%
|
| All Time | 45 |
178.28
-18.8%
|
-
Revenue growth+6.7% Q1'26: +19.3% (vs Q1'25)
-
EPS growth+94.8% Q1'26: +16.5% (vs Q1'25)
-
FCF margin— Q1'26: +35.6% (vs Q1'25)
-
EBIT margin— Q1'26: +39.8% (vs Q1'25)
-
ROIC— Q1'26: +8.1% (vs Q1'25)
-
Share dilution0.0% Q1'26: -0.7% (vs Q1'25)
-
Debt / EBITDA3.71× Q1'26: 6.25× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 5 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 4 Rev. Ana. 2 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.17B
est: 2.99B (+5.9%)
|
3.33B
est: 2.81B (+18.6%)
|
3.65B
est: 3.62B (+0.9%)
|
3.78B
est: 4.01B (-5.6%)
|
3.78B
est: 6.51B (-42.0%)
|
3.96B
est: 9.48B (-58.3%)
|
4.31B
est: 3.45B (+25.0%)
|
4.26B
est: 4.57B (-6.8%)
|
4.54B
est: 4.04B (+12.6%)
|
4.87B
est: 4.43B (+10.0%)
|
5.27B
est: 5.25B (+0.3%)
|
5.44B
est: 5.27B (+3.1%)
|
5.53B
est: 5.44B (+1.6%)
|
5.65B
est: 5.47B (+3.2%)
|
5.76B
est: 5.58B (+3.2%)
|
4.61B
est: 4.53B (+1.8%)
|
5.12B
est: 4.88B (+4.8%)
|
5.29B
est: 4.96B (+6.7%)
|
5.66B
est: 5.75B (-1.6%)
|
5.96B
est: 5.48B (+8.8%)
|
6.36B
est: 5.78B (+10.2%)
|
6.58B
6.39B – 6.76B
+13.9% YoY
|
6.79B
6.63B – 6.95B
+3.3% YoY
|
6.87B
6.77B – 6.97B
+1.2% YoY
|
7.35B
6.95B – 7.57B
+7.0% YoY
|
8.36B
7.91B – 8.61B
+13.8% YoY
|
| EBITDA |
2.06B
est: 1.13B (+81.2%)
|
2.18B
est: 972.61M (+123.8%)
|
2.36B
est: 1.18B (+100.6%)
|
2.52B
est: 2.26B (+11.7%)
|
2.38B
est: 2.73B (-12.7%)
|
2.80B
est: 2.79B (+0.2%)
|
3.35B
est: 2.29B (+46.3%)
|
3.95B
est: 3.66B (+8.0%)
|
3.82B
est: 3.31B (+15.3%)
|
3.93B
est: 3.23B (+21.8%)
|
4.32B
est: 3.27B (+32.1%)
|
4.35B
est: 3.86B (+12.6%)
|
4.43B
est: 4.05B (+9.4%)
|
5.02B
est: 3.87B (+29.7%)
|
4.64B
est: 4.75B (-2.4%)
|
3.41B
est: 4.25B (-19.6%)
|
4.85B
est: 3.33B (+45.6%)
|
4.59B
est: 3.88B (+18.3%)
|
4.89B
est: 5.20B (-6.0%)
|
5.02B
est: 4.95B (+1.3%)
|
7.86B
est: 5.22B (+50.5%)
|
5.95B
5.78B – 6.11B
+13.9% YoY
|
6.14B
5.99B – 6.28B
+3.3% YoY
|
6.21B
6.12B – 6.30B
+1.2% YoY
|
6.64B
6.29B – 6.84B
+7.0% YoY
|
7.56B
7.15B – 7.78B
+13.8% YoY
|
| EBIT |
1.21B
est: 1.09B (+10.1%)
|
1.32B
est: 933.30M (+41.5%)
|
1.45B
est: 1.37B (+6.1%)
|
1.55B
est: 1.63B (-4.6%)
|
1.37B
est: 1.61B (-14.6%)
|
1.78B
est: 1.95B (-8.5%)
|
2.24B
est: 1.43B (+56.9%)
|
2.65B
est: 2.16B (+22.4%)
|
2.49B
est: 2.10B (+18.5%)
|
2.64B
est: 2.16B (+22.5%)
|
3.08B
est: 2.18B (+41.2%)
|
3.02B
est: 2.60B (+16.0%)
|
3.08B
est: 2.75B (+12.0%)
|
3.68B
est: 2.44B (+50.4%)
|
3.24B
est: 3.35B (-3.1%)
|
2.06B
est: 2.56B (-19.6%)
|
3.52B
est: 1.85B (+90.4%)
|
3.30B
est: 2.22B (+48.7%)
|
3.55B
est: 4.09B (-13.0%)
|
3.66B
est: 3.89B (-6.1%)
|
6.37B
est: 4.10B (+55.4%)
|
4.67B
4.54B – 4.80B
+13.9% YoY
|
4.83B
4.71B – 4.94B
+3.3% YoY
|
4.88B
4.81B – 4.95B
+1.2% YoY
|
5.22B
4.94B – 5.38B
+7.0% YoY
|
5.94B
5.62B – 6.12B
+13.8% YoY
|
| Net Income |
475.75M
est: 433.34M (+9.8%)
|
563.84M
est: 396.24M (+42.3%)
|
491.24M
est: 400.78M (+22.6%)
|
463.64M
est: 483.24M (-4.1%)
|
309.41M
est: 275.72M (+12.2%)
|
617.04M
est: 530.84M (+16.2%)
|
1.02B
est: 732.58M (+39.9%)
|
1.43B
est: 1.26B (+13.5%)
|
1.32B
est: 1.14B (+15.4%)
|
1.41B
est: 1.21B (+16.6%)
|
1.83B
est: 1.48B (+23.8%)
|
1.84B
est: 1.74B (+5.6%)
|
1.95B
est: 1.91B (+2.2%)
|
2.44B
est: 2.03B (+20.3%)
|
2.10B
est: 2.28B (-7.9%)
|
1.11B
est: 1.43B (-22.1%)
|
2.25B
est: 1.73B (+30.2%)
|
2.14B
est: 2.00B (+6.8%)
|
2.28B
est: 2.56B (-10.8%)
|
2.37B
est: 2.31B (+2.7%)
|
4.61B
est: 2.26B (+104.5%)
|
2.20B
2.19B – 2.21B
-2.4% YoY
|
2.33B
2.25B – 2.33B
+5.8% YoY
|
2.43B
2.43B – 2.44B
+4.3% YoY
|
2.25B
2.09B – 2.34B
-7.3% YoY
|
2.31B
2.15B – 2.40B
+2.7% YoY
|
| SGA |
17.70M
est: 265.39M (-93.3%)
|
105.13M
est: 227.33M (-53.8%)
|
370.76M
est: 322.74M (+14.9%)
|
370.51M
est: 359.58M (+3.0%)
|
319.17M
est: 393.50M (-18.9%)
|
118.46M
est: 302.41M (-60.8%)
|
153.32M
est: 289.95M (-47.1%)
|
166.95M
est: 153.45M (+8.8%)
|
177.70M
est: 162.30M (+9.5%)
|
196.61M
est: 173.12M (+13.6%)
|
195.18M
est: 159.21M (+22.6%)
|
207.88M
est: 200.30M (+3.8%)
|
202.84M
est: 198.80M (+2.0%)
|
197.78M
est: 165.68M (+19.4%)
|
185.20M
est: 159.07M (+16.4%)
|
121.19M
est: 149.23M (-18.8%)
|
144.64M
est: 110.69M (+30.7%)
|
142.76M
est: 128.79M (+10.8%)
|
165.86M
est: 184.63M (-10.2%)
|
189.29M
est: 175.98M (+7.6%)
|
281.55M
est: 185.42M (+51.8%)
|
211.25M
205.27M – 216.92M
+13.9% YoY
|
218.11M
212.74M – 223.19M
+3.3% YoY
|
220.63M
217.52M – 223.75M
+1.2% YoY
|
236.02M
223.27M – 242.97M
+7.0% YoY
|
268.55M
254.03M – 276.45M
+13.8% YoY
|
| EPS |
1.82
est: 1.13 (+61.1%)
|
2.20
est: 1.03 (+114.6%)
|
1.96
est: 1.63 (+20.6%)
|
1.88
est: 2.13 (-11.7%)
|
1.06
est: 1.72 (-38.2%)
|
2.10
est: 1.02 (+106.9%)
|
3.48
est: 1.98 (+75.8%)
|
4.72
est: 3.57 (+32.2%)
|
4.24
est: 3.28 (+29.3%)
|
4.52
est: 3.63 (+24.5%)
|
5.88
est: 5.15 (+14.3%)
|
5.87
est: 5.92 (-0.8%)
|
6.24
est: 6.10 (+2.3%)
|
7.88
est: 7.28 (+8.3%)
|
6.79
est: 7.00 (-3.0%)
|
3.59
est: 3.95 (-9.2%)
|
6.84
est: 6.94 (-1.5%)
|
6.52
est: 6.33 (+3.1%)
|
6.97
est: 7.84 (-11.1%)
|
7.26
est: 7.06 (+2.8%)
|
14.14
est: 6.93 (+104.1%)
|
6.76
6.72 – 6.79
-2.5% YoY
|
7.00
6.91 – 7.15
+3.6% YoY
|
7.46
7.44 – 7.48
+6.5% YoY
|
6.91
6.42 – 7.17
-7.4% YoY
|
7.10
6.60 – 7.37
+2.7% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-19 | Scotiabank | Sector Perform | Sector Perform | Maintain |
| 2026-05-18 | UBS | Neutral | Neutral | Maintain |
| 2026-05-14 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-12 | Evercore ISI Group | In Line | In Line | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 48.32M | 14.78% | — | 760.0K | 46.67M | 1.64M | IA | Pennsylvania | 2023-02-09 | ↗ |
| 2 | (1) BlackRock, Inc. | 35.04M | 10.70% | 30.29M | — | 35.04M | — | HC | Delaware | 2022-01-27 | ↗ |
| 3 | 13-3353336 | 25.94M | 7.91% | — | 13.00 | 25.94M | — | IA, CO | Delaware | 2021-02-16 | ↗ |
| 4 | Cohen & Steers, Inc. 14-1904657 | 22.35M | 6.80% | 15.49M | — | 22.35M | — | HC, CO | Delaware | 2022-02-14 | ↗ |
| 5 | STATE STREET CORPORATION | 21.37M | 6.50% | — | 17.35M | — | 21.33M | HC | BOSTON, MASSACHUSETTS | 2022-02-14 | ↗ |
| 6 | Capital World Investors ** | 19.52M | 6.30% | 19.52M | — | 19.52M | — | IA | Delaware | 2019-02-14 | ↗ |
| 7 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 17.99M | 5.51% | — | — | 17.96M | 31.1K | FI, OO | NORWAY | 2024-01-03 | ↗ |
| 8 | Melvin Simon & Associates, Inc. | 12.52M | 4.00% | 11.63M | 889.7K | 11.63M | — | CO | Delaware | 2018-02-14 | ↗ |
| 9 | Inc. | 12.52M | 3.70% | 11.63M | 889.7K | 11.63M | 889.7K | CO | — | 2021-02-12 | ↗ |
| 10 | David Simon | 11.54M | 3.40% | 10.52M | 1.02M | 3.61M | — | IN | Delaware | 2022-02-14 | ↗ |
| 11 | Herbert Simon | 6.51M | 2.00% | 5.62M | 898.1K | 5.62M | — | IN | Delaware | 2022-02-14 | ↗ |
| 12 | Voting Trust formed pursuant to a Second Amended and Restated Voting Trust Agreement, Voting Agr | 889.7K | 0.29% | — | 889.7K | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 13 | Voting Trust formed pursuant to a Second Amended and Restated Voting Trust Agreement, Voting Agree | 889.7K | 0.29% | — | 889.7K | — | — | OO | Delaware | 2020-02-14 | ↗ |
| 14 | an Indiana corporation and Melvin Simon, Herbert Simon and David Simon | 889.7K | 0.27% | — | 889.7K | — | 889.7K | OO | — | 2021-02-12 | ↗ |
| 15 | and Melvin Simon, Herbert Simon and David Simon | 889.7K | 0.27% | — | 889.7K | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 16 | Cohen & Steers UK Limited | 511.1K | 0.16% | 71.7K | — | 511.1K | — | IA, CO | Delaware | 2021-02-16 | ↗ |
| 17 | 1, 2004 between David Simon, Melvin Simon and Herbert Simon | 8.4K | 0.01% | — | 8.4K | — | 8.4K | OO | — | 2021-02-12 | ↗ |
| 18 | Voting Trust formed pursuant to a Voting Trust Agreement, Voting Agreement and Proxy entered into | 8.4K | 0.01% | — | 8.4K | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 19 | and Proxy entered into as of March 1, 2004 between David Simon, Melvin Simon and Herbert Simon | 8.4K | 0.01% | — | 8.4K | — | — | OO | Delaware | 2022-02-14 | ↗ |
| 20 | 95-1411037 | 13.00 | 1.70% | 5.62M | — | 5.62M | — | IA | Delaware | 2021-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 610.1K +610.1K (+100.0%) | 112.93B +112.9B (+100.0%) | 0.19% +0.187 pp | 0.17% +0.170 pp | USD185.11 +0.0% | 1 qtrs NEW |
| 2 | — | 432.5K +432.5K (+100.0%) | 80.06B +80.1B (+100.0%) | 0.13% +0.133 pp | 7.98% +7.984 pp | USD185.11 +0.0% | 1 qtrs NEW |
| 3 | VANGUARD GROUP INC | 46.97M +286.5K (+0.6%) | 8.69B -66.5M (-0.8%) | 14.41% +0.137 pp | 0.13% -0.005 pp | USD127.96 +44.7% | 84 qtrs — |
| 4 | BLACKROCK, INC. | 37.26M -313.5K (-0.8%) | 6.90B -154.2M (-2.2%) | 11.43% -0.057 pp | 0.12% -0.007 pp | USD169.26 +9.4% | 6 qtrs — |
| 5 | STATE STREET CORP | 21.49M -279.8K (-1.3%) | 3.98B -107.5M (-2.6%) | 6.59% -0.063 pp | 0.13% -0.008 pp | USD155.34 +19.2% | 51 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 10.57M +363.3K (+3.6%) | 1.95B +41.5M (+2.2%) | 3.24% +0.122 pp | 0.12% -0.001 pp | USD143.44 +29.1% | 78 qtrs — |
| 7 | CAPITAL WORLD INVESTORS | 8.61M +226.3K (+2.7%) | 1.59B +20.4M (+1.3%) | 2.64% +0.078 pp | 0.22% +0.002 pp | USD173.49 +6.7% | 5 qtrs — |
| 8 | BANK OF AMERICA CORP /DE/ | 8.01M +450.8K (+6.0%) | 1.48B +64.1M (+4.5%) | 2.46% +0.146 pp | 0.11% +0.012 pp | USD149.49 +23.8% | 52 qtrs — |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 7.94M +569.8K (+7.7%) | 1.47B +86.6M (+6.3%) | 2.44% +0.183 pp | 0.26% +0.016 pp | USD182.54 +1.4% | 81 qtrs — |
| 10 | COHEN & STEERS, INC. | 6.37M -2.2M (-25.5%) | 1.18B -424.2M (-26.5%) | 1.95% -0.658 pp | 2.13% -0.761 pp | USD95.79 +93.2% | 73 qtrs — |
| 11 | JPMORGAN CHASE & CO | 6.32M -341.4K (-5.1%) | 1.17B -80.3M (-6.4%) | 1.94% -0.098 pp | 0.07% -0.002 pp | USD146.06 +26.7% | 51 qtrs — |
| 12 | NORGES BANK | 6.01M +6.0M (+100.0%) | 1.11B +1.1B (+100.0%) | 1.84% +1.843 pp | 0.12% +0.119 pp | USD185.11 +0.0% | 1 qtrs NEW |
| 13 | MORGAN STANLEY | 5.42M +76.6K (+1.4%) | 1.00B +498.1K (+0.0%) | 1.66% +0.029 pp | 0.06% -0.001 pp | USD123.02 +50.5% | 51 qtrs — |
| 14 | NORTHERN TRUST CORP | 5.06M -282.5K (-5.3%) | 936.96M -66.0M (-6.6%) | 1.55% -0.081 pp | 0.12% -0.009 pp | USD158.20 +17.0% | 51 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 4.50M -13.7K (-0.3%) | 833.19M -14.0M (-1.7%) | 1.38% +0.001 pp | 0.17% -0.007 pp | USD144.17 +28.4% | 51 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.24M +181.1K (+4.5%) | 785.49M +23.1M (+3.0%) | 1.30% +0.060 pp | 0.12% +0.000 pp | USD150.18 +23.3% | 100 qtrs — |
| 17 | LEGAL & GENERAL GROUP PLC | 3.78M +122.2K (+3.3%) | 700.45M +13.2M (+1.9%) | 1.16% +0.041 pp | 0.16% +0.001 pp | USD125.05 +48.0% | 75 qtrs — |
| 18 | NUVEEN, LLC | 3.70M -694.4K (-15.8%) | 685.12M -139.8M (-16.9%) | 1.14% -0.208 pp | 0.18% -0.038 pp | USD165.85 +11.6% | 4 qtrs — |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | 3.59M -219.7K (-5.8%) | 663.81M -50.4M (-7.1%) | 1.10% -0.063 pp | 0.07% -0.005 pp | USD108.49 +70.6% | 75 qtrs — |
| 20 | INVESCO LTD. | 3.32M +21.4K (+0.6%) | 613.82M -4.5M (-0.7%) | 1.02% +0.010 pp | 0.09% -0.003 pp | USD135.74 +36.4% | 57 qtrs — |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 2.86M +21.5K (+0.8%) | 529.19M -3.3M (-0.6%) | 0.88% +0.010 pp | 0.27% +0.002 pp | USD152.58 +21.3% | 81 qtrs — |
| 22 | DEUTSCHE BANK AG\ | 2.62M -383.4K (-12.8%) | 485.02M -78.7M (-14.0%) | 0.80% -0.114 pp | 0.16% -0.031 pp | USD140.55 +31.7% | 50 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 2.44M -188.8K (-7.2%) | 450.95M -41.7M (-8.5%) | 0.75% -0.055 pp | 0.06% -0.005 pp | USD143.95 +28.6% | 73 qtrs — |
| 24 | BOSTON PARTNERS | 2.40M -43.2K (-1.8%) | 444.82M -14.2M (-3.1%) | 0.74% -0.011 pp | 0.46% -0.011 pp | USD121.81 +52.0% | 25 qtrs — |
| 25 | FMR LLC | 2.22M -1.1M (-33.1%) | 410.15M -211.4M (-34.0%) | 0.68% -0.333 pp | 0.02% -0.011 pp | USD104.13 +77.8% | 70 qtrs — |
| 26 | BANK OF NEW YORK MELLON CORP | 2.12M -98.3K (-4.4%) | 392.16M -23.9M (-5.7%) | 0.65% -0.028 pp | 0.07% -0.011 pp | USD109.74 +68.7% | 66 qtrs — |
| 27 | RESOLUTION CAPITAL LTD | 2.03M +544.0K (+36.7%) | 375.11M +96.9M (+34.8%) | 0.62% +0.168 pp | 8.29% +2.877 pp | USD175.88 +5.2% | 5 qtrs — |
| 28 | SMEAD CAPITAL MANAGEMENT, INC. | 1.79M -124.2K (-6.5%) | 331.59M -27.9M (-7.8%) | 0.55% -0.036 pp | 6.88% -0.064 pp | USD112.99 +63.8% | 24 qtrs — |
| 29 | AMERIPRISE FINANCIAL INC | 1.73M +294.5K (+20.5%) | 318.88M +50.4M (+18.8%) | 0.53% +0.092 pp | 0.07% +0.010 pp | USD141.25 +31.1% | 55 qtrs — |
| 30 | ROYAL BANK OF CANADA | 1.69M +6.2K (+0.4%) | 312.02M -3.2M (-1.0%) | 0.52% +0.004 pp | 0.05% -0.001 pp | USD144.37 +28.2% | 51 qtrs — |
| 31 | AMUNDI | 1.67M +202.3K (+13.8%) | 309.66M +45.9M (+17.4%) | 0.51% +0.064 pp | 0.08% -0.001 pp | USD150.90 +22.7% | 19 qtrs — |
| 32 | DAIWA SECURITIES GROUP INC. | 1.63M -234.6K (-12.6%) | 301.17M -48.2M (-13.8%) | 0.50% -0.070 pp | 0.96% -0.217 pp | USD104.95 +76.4% | 57 qtrs — |
| 33 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.53M +7.6K (+0.5%) | 283.51M -2.5M (-0.9%) | 0.47% +0.004 pp | 2.80% -0.075 pp | USD128.02 +44.6% | 32 qtrs — |
| 34 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.52M -12.1K (-0.8%) | 280.83M -6.1M (-2.1%) | 0.47% -0.002 pp | 0.16% 0.000 pp | USD117.43 +57.6% | 59 qtrs — |
| 35 | PRUDENTIAL FINANCIAL INC | 1.40M -50.3K (-3.5%) | 259.41M -13.0M (-4.8%) | 0.43% -0.014 pp | 0.31% -0.011 pp | USD130.64 +41.7% | 85 qtrs — |
| 36 | UBS GROUP AG | 1.39M -961.1K (-40.9%) | 257.21M -183.9M (-41.7%) | 0.43% -0.292 pp | 0.04% -0.027 pp | USD167.22 +10.7% | 45 qtrs — |
| 37 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.29M -76.6K (-5.6%) | 238.80M -17.7M (-6.9%) | 0.40% -0.022 pp | 3.51% -0.151 pp | USD111.25 +66.4% | 53 qtrs — |
| 38 | NATIONAL PENSION SERVICE | 1.28M +201.6K (+18.7%) | 237.29M +34.5M (+17.0%) | 0.39% +0.063 pp | 0.18% +0.018 pp | USD148.73 +24.5% | 46 qtrs — |
| 39 | HSBC HOLDINGS PLC | 1.24M +28.2K (+2.3%) | 230.47M +2.5M (+1.1%) | 0.38% +0.010 pp | 0.12% -0.008 pp | USD157.33 +17.7% | 56 qtrs — |
| 40 | HIGHTOWER ADVISORS, LLC | 1.15M +28.1K (+2.5%) | 213.19M +2.3M (+1.1%) | 0.35% +0.010 pp | 0.23% -0.006 pp | USD131.17 +41.1% | 58 qtrs — |
| 41 | CITADEL ADVISORS LLC | 1.15M +846.5K (+278.1%) | 213.05M +155.9M (+272.9%) | 0.35% +0.260 pp | 0.03% +0.023 pp | USD179.72 +3.0% | 52 qtrs — |
| 42 | BARCLAYS PLC | 1.02M +43.2K (+4.4%) | 189.21M +23.8M (+14.4%) | 0.31% +0.014 pp | 0.05% +0.003 pp | USD161.51 +14.6% | 51 qtrs — |
| 43 | CANADA PENSION PLAN INVESTMENT BOARD | 1.02M +459.8K (+82.4%) | 188.34M +83.7M (+79.9%) | 0.31% +0.142 pp | 0.13% +0.053 pp | USD162.41 +14.0% | 52 qtrs — |
| 44 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 994.4K -235.8K (-19.2%) | 184.07M -46.8M (-20.3%) | 0.31% -0.071 pp | 0.06% -0.012 pp | USD167.60 +10.4% | 4 qtrs — |
| 45 | RUSSELL INVESTMENTS GROUP, LTD. | 984.4K -235.6K (-19.3%) | 182.31M -46.6M (-20.4%) | 0.30% -0.071 pp | 0.20% -0.061 pp | USD114.79 +61.3% | 37 qtrs — |
| 46 | PANAGORA ASSET MANAGEMENT INC | 954.9K +96.2K (+11.2%) | 176.76M +15.6M (+9.7%) | 0.29% +0.030 pp | 0.63% -0.023 pp | USD153.67 +20.5% | 67 qtrs — |
| 47 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 945.8K -84.1K (-8.2%) | 175.15M -16.3M (-8.5%) | 0.29% -0.025 pp | 0.30% +0.031 pp | USD155.72 +18.9% | 52 qtrs — |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 942.0K +335.7K (+55.4%) | 174.37M +60.6M (+53.2%) | 0.29% +0.104 pp | 0.02% +0.007 pp | USD150.75 +22.8% | 51 qtrs — |
| 49 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 937.9K +40.6K (+4.5%) | 172.54M +4.1M (+2.5%) | 0.29% +0.013 pp | 0.12% -0.004 pp | USD139.98 +32.2% | 58 qtrs — |
| 50 | SCHRODER INVESTMENT MANAGEMENT GROUP | 926.7K -47.2K (-4.8%) | 171.55M -11.2M (-6.1%) | 0.28% -0.013 pp | 0.13% -0.012 pp | USD119.98 +54.3% | 51 qtrs — |
| 51 | HAMLIN CAPITAL MANAGEMENT, LLC | 905.1K -65.1K (-6.7%) | 167.54M -14.5M (-8.0%) | 0.28% -0.019 pp | 4.02% -0.125 pp | USD173.48 +6.7% | 5 qtrs — |
| 52 | KBC GROUP NV | 902.2K -31.2K (-3.3%) | 167.01M -8.2M (-4.7%) | 0.28% -0.009 pp | 0.38% -0.039 pp | USD165.97 +11.5% | 68 qtrs — |
| 53 | SWISS NATIONAL BANK | 894.7K -46.2K (-4.9%) | 165.62M -11.0M (-6.2%) | 0.27% -0.013 pp | 0.10% -0.004 pp | USD151.60 +22.1% | 51 qtrs — |
| 54 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 877.7K +59.7K (+7.3%) | 162.47M +9.0M (+5.8%) | 0.27% +0.019 pp | 1.84% +0.102 pp | USD141.00 +31.3% | 68 qtrs — |
| 55 | PGGM INVESTMENTS | 784.9K +— (+0.0%) | 145.29M -2.0M (-1.4%) | 0.24% +0.001 pp | 2.30% -0.083 pp | USD93.05 +98.9% | 14 qtrs — |
| 56 | ALLIANCEBERNSTEIN L.P. | 767.8K -12.7K (-1.6%) | 142.14M -4.4M (-3.0%) | 0.24% -0.003 pp | 0.04% -0.001 pp | USD125.29 +47.7% | 61 qtrs — |
| 57 | BANK OF MONTREAL /CAN/ | 725.4K -111.5K (-13.3%) | 134.27M -22.8M (-14.5%) | 0.22% -0.033 pp | 0.05% -0.014 pp | USD136.53 +35.6% | 51 qtrs — |
| 58 | SEI INVESTMENTS CO | 715.3K -81.2K (-10.2%) | 132.43M -17.1M (-11.4%) | 0.22% -0.024 pp | 0.13% -0.030 pp | USD125.82 +47.1% | 45 qtrs — |
| 59 | WORLDQUANT MILLENNIUM ADVISORS LLC | 712.8K -21.7K (-3.0%) | 131.94M -5.9M (-4.3%) | 0.22% -0.006 pp | 0.51% -0.084 pp | USD176.37 +5.0% | 19 qtrs — |
| 60 | ALLIANZ ASSET MANAGEMENT GMBH | 705.0K -120.2K (-14.6%) | 130.51M -24.4M (-15.7%) | 0.22% -0.036 pp | 0.13% -0.041 pp | USD152.19 +21.6% | 51 qtrs — |
| 61 | WELLS FARGO & COMPANY/MN | 700.9K -58.6K (-7.7%) | 129.74M -12.8M (-9.0%) | 0.22% -0.017 pp | 0.02% -0.004 pp | USD136.74 +35.4% | 57 qtrs — |
| 62 | ABRDN PLC | 669.8K -9.7K (-1.4%) | 123.99M -2.3M (-1.8%) | 0.21% -0.002 pp | 0.19% -0.008 pp | USD152.75 +21.2% | 34 qtrs — |
| 63 | APG ASSET MANAGEMENT US INC. | 655.6K +115.2K (+21.3%) | 121.36M +21.0M (+20.9%) | 0.20% +0.036 pp | 0.95% +0.210 pp | USD129.34 +43.1% | 64 qtrs — |
| 64 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 653.6K +66.0K (+11.2%) | 120.98M +10.7M (+9.7%) | 0.20% +0.021 pp | 0.21% +0.007 pp | USD165.14 +12.1% | 8 qtrs — |
| 65 | RHUMBLINE ADVISERS | 649.5K -21.1K (-3.1%) | 120.23M -5.6M (-4.5%) | 0.20% -0.006 pp | 0.10% -0.004 pp | USD140.82 +31.5% | 51 qtrs — |
| 66 | AQR CAPITAL MANAGEMENT LLC | 642.9K -37.2K (-5.5%) | 119.00M -7.3M (-5.8%) | 0.20% -0.011 pp | 0.06% -0.019 pp | USD167.93 +10.2% | 89 qtrs — |
| 67 | ASSET MANAGEMENT ONE CO., LTD. | 609.9K -10.5K (-1.7%) | 114.42M -2.0M (-1.7%) | 0.19% -0.003 pp | 0.32% -0.019 pp | USD147.29 +25.7% | 53 qtrs — |
| 68 | BESSEMER GROUP INC | 612.8K -365.9K (-37.4%) | 113.44M -70.2M (-38.2%) | 0.19% -0.111 pp | 0.17% -0.107 pp | USD118.74 +55.9% | 49 qtrs — |
| 69 | CITIGROUP INC | 605.0K +186.5K (+44.6%) | 111.99M +33.5M (+42.6%) | 0.19% +0.058 pp | 0.05% +0.014 pp | USD156.39 +18.4% | 108 qtrs — |
| 70 | NOMURA ASSET MANAGEMENT CO LTD | 604.8K +20.5K (+3.5%) | 111.95M +2.3M (+2.1%) | 0.19% +0.007 pp | 0.28% -0.003 pp | USD143.75 +28.8% | 56 qtrs — |
| 71 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 599.4K -16.4K (-2.7%) | 110.95M -4.6M (-4.0%) | 0.18% -0.004 pp | 0.35% -0.021 pp | USD135.30 +36.8% | 51 qtrs — |
| 72 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 586.5K +435.3K (+288.1%) | 108.58M +80.2M (+282.8%) | 0.18% +0.134 pp | 0.12% +0.051 pp | USD178.65 +3.6% | 51 qtrs — |
| 73 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 579.1K -355.0 (-0.1%) | 107.20M -1.5M (-1.4%) | 0.18% +0.001 pp | 0.06% -0.004 pp | USD142.44 +30.0% | 58 qtrs — |
| 74 | VICTORY CAPITAL MANAGEMENT INC | 573.0K -14.3K (-2.4%) | 106.07M -4.1M (-3.8%) | 0.18% -0.004 pp | 0.06% -0.005 pp | USD155.61 +19.0% | 45 qtrs — |
| 75 | RAYMOND JAMES FINANCIAL INC | 572.3K +11.8K (+2.1%) | 105.94M +752.8K (+0.7%) | 0.18% +0.004 pp | 0.03% -0.001 pp | USD172.69 +7.2% | 5 qtrs — |
| 76 | LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 533.0K +26.6K (+5.3%) | 98.66M +3.6M (+3.8%) | 0.16% +0.009 pp | 3.95% +0.220 pp | USD148.09 +25.0% | 51 qtrs — |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 529.0K -13.9K (-2.6%) | 97.92M -4.0M (-3.9%) | 0.16% -0.004 pp | 0.10% -0.007 pp | USD149.89 +23.5% | 52 qtrs — |
| 78 | AMERICAN CENTURY COMPANIES INC | 521.7K +68.4K (+15.1%) | 96.57M +11.5M (+13.5%) | 0.16% +0.022 pp | 0.05% +0.005 pp | USD144.88 +27.8% | 51 qtrs — |
| 79 | BNP PARIBAS ARBITRAGE, SNC | 520.3K -80.9K (-13.5%) | 96.32M -16.5M (-14.6%) | 0.16% -0.024 pp | 0.04% -0.017 pp | USD164.18 +12.7% | 51 qtrs — |
| 80 | ADELANTE CAPITAL MANAGEMENT LLC | 483.0K +33.7K (+7.5%) | 89.42M +5.1M (+6.0%) | 0.15% +0.011 pp | 6.03% +0.387 pp | USD161.96 +14.3% | 10 qtrs — |
| 81 | AEW CAPITAL MANAGEMENT L P | 439.0K -91.2K (-17.2%) | 81.26M -18.2M (-18.3%) | 0.13% -0.027 pp | 5.88% +0.340 pp | USD149.14 +24.1% | 17 qtrs — |
| 82 | FRANKLIN RESOURCES INC | 427.1K -47.3K (-10.0%) | 79.05M -10.0M (-11.2%) | 0.13% -0.014 pp | 0.02% -0.003 pp | USD143.20 +29.3% | 51 qtrs — |
| 83 | VIRGINIA RETIREMENT SYSTEMS ET AL | 424.8K -9.8K (-2.3%) | 78.64M -2.9M (-3.6%) | 0.13% -0.003 pp | 0.47% -0.061 pp | USD166.62 +11.1% | 4 qtrs — |
| 84 | TORONTO DOMINION BANK | 416.9K +220.2K (+112.0%) | 77.17M +40.3M (+109.1%) | 0.13% +0.068 pp | 0.11% +0.057 pp | USD169.91 +8.9% | 49 qtrs — |
| 85 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 415.6K +3.6K (+0.9%) | 77.02M -292.6K (-0.4%) | 0.13% +0.002 pp | 0.13% -0.003 pp | USD172.32 +7.4% | 5 qtrs — |
| 86 | CAPITAL ADVISORS INC/OK | 406.6K +6.6K (+1.7%) | 75.27M +203.3K (+0.3%) | 0.12% +0.003 pp | 1.21% -0.043 pp | USD121.38 +52.5% | 21 qtrs — |
| 87 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 400.9K -48.9K (-10.9%) | 74.21M -10.2M (-12.1%) | 0.12% -0.015 pp | 0.11% -0.017 pp | USD150.03 +23.4% | 74 qtrs — |
| 88 | NEUBERGER BERMAN GROUP LLC | 379.3K +47.7K (+14.4%) | 70.21M +8.0M (+12.8%) | 0.12% +0.015 pp | 0.05% +0.007 pp | USD148.98 +24.3% | 51 qtrs — |
| 89 | STRS OHIO | 377.9K -586.0 (-0.2%) | 69.96M -1.1M (-1.5%) | 0.12% +0.000 pp | 0.26% +0.000 pp | USD144.94 +27.7% | 95 qtrs — |
| 90 | HEITMAN REAL ESTATE SECURITIES LLC | 362.2K +54.1K (+17.6%) | 67.05M +9.2M (+16.0%) | 0.11% +0.017 pp | 4.72% +0.767 pp | USD153.25 +20.8% | 52 qtrs — |
| 91 | STIFEL FINANCIAL CORP | 359.2K -2.3K (-0.6%) | 66.49M -1.3M (-2.0%) | 0.11% 0.000 pp | 0.06% -0.002 pp | USD129.31 +43.2% | 48 qtrs — |
| 92 | ENSIGN PEAK ADVISORS, INC | 342.0K +— (+0.0%) | 63.31M -875.6K (-1.4%) | 0.10% +0.000 pp | 0.11% +0.007 pp | USD112.56 +64.5% | 25 qtrs — |
| 93 | MILLENNIUM MANAGEMENT LLC | 338.1K +41.9K (+14.1%) | 62.59M +7.0M (+12.6%) | 0.10% +0.013 pp | 0.03% +0.003 pp | USD162.23 +14.1% | 75 qtrs — |
| 94 | CREDIT AGRICOLE S A | 335.3K +247.4K (+281.5%) | 62.08M +45.6M (+276.3%) | 0.10% +0.076 pp | 0.14% +0.097 pp | USD185.78 -0.4% | 2 qtrs — |
| 95 | MACQUARIE GROUP LTD | 329.6K -525.0K (-61.4%) | 61.01M -99.4M (-62.0%) | 0.10% -0.160 pp | 0.27% +0.080 pp | USD146.98 +25.9% | 69 qtrs — |
| 96 | TREASURER OF THE STATE OF NORTH CAROLINA | 327.4K -10.3K (-3.0%) | 60.60M -2.8M (-4.4%) | 0.10% -0.003 pp | 0.19% -0.001 pp | USD149.03 +24.2% | 32 qtrs — |
| 97 | LPL FINANCIAL LLC | 325.5K -9.8K (-2.9%) | 60.25M -2.7M (-4.2%) | 0.10% -0.003 pp | 0.02% -0.002 pp | USD116.66 +58.7% | 51 qtrs — |
| 98 | MITSUBISHI UFJ TRUST & BANKING CORP | 312.0K -13.5K (-4.2%) | 57.76M -3.3M (-5.5%) | 0.10% -0.004 pp | 0.14% +0.003 pp | USD137.06 +35.1% | 67 qtrs — |
| 99 | MARSHALL WACE, LLP | 302.1K +302.1K (+100.0%) | 55.92M +55.9M (+100.0%) | 0.09% +0.093 pp | 0.05% +0.051 pp | USD185.11 +0.0% | 21 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | Smith Daniel C. | Director | A-Award | A | Common Stock | 1,073 | 0.00 | — | 34,108 | D | ↗ |
| 2026-05-13 | Simon Eli | Director / Officer | A-Award | A | Restricted Stock Units | 3,117 | 0.00 | — | 3,117 | D | ↗ |
| 2026-05-13 | STEWART MARTA R | Director | A-Award | A | Common Stock | 1,122 | 0.00 | — | 17,818 | D | ↗ |
| 2026-05-13 | SELIG STEFAN M | Director | A-Award | A | Common Stock | 1,109 | 0.00 | — | 33,592 | D | ↗ |
| 2026-05-13 | Roe Peggy | Director | A-Award | A | Common Stock | 1,073 | 0.00 | — | 7,958 | D | ↗ |
| 2026-05-13 | RODKIN GARY M | Director | A-Award | A | Common Stock | 1,073 | 0.00 | — | 20,760 | D | ↗ |
| 2026-05-13 | LEWIS RANDALL J | Director | A-Award | A | Common Stock | 1,073 | 0.00 | — | 6,956 | D | ↗ |
| 2026-05-13 | LEIBOWITZ REUBEN S | Director | A-Award | A | Common Stock | 1,159 | 0.00 | — | 55,289 | D | ↗ |
| 2026-05-13 | Jones Nina P | Director | A-Award | A | Common Stock | 1,073 | 0.00 | — | 4,140 | D | ↗ |
| 2026-05-13 | GLASSCOCK LARRY C | Director | A-Award | A | Common Stock | 1,233 | 0.00 | — | 45,505 | D | ↗ |
| 2026-05-13 | Cicco Martin J | Director | A-Award | A | Common Stock | 1,073 | 0.00 | — | 1,372 | D | ↗ |
| 2026-05-13 | Aeppel Glyn | Director | A-Award | A | Common Stock | 1,122 | 0.00 | — | 20,824 | D | ↗ |
| 2026-04-01 | Simon Eli | Director / Officer | F-InKind | D | Common Stock | 2,030 | 186.53 | 378.7K | 56,455 | D | ↗ |
| 2026-04-01 | Reuille Adam | Officer | F-InKind | D | Common Stock | 391 | 186.53 | 72.9K | 16,620 | D | ↗ |
| 2026-04-01 | RULLI JOHN | Officer | F-InKind | D | Common Stock | 1,156 | 186.53 | 215.6K | 37,487 | D | ↗ |
| 2026-04-01 | Kelly Kevin M | Officer | F-InKind | D | Common Stock | 478 | 186.53 | 89.2K | 22,731 | D | ↗ |
| 2026-04-01 | Jackson Matthew A | Officer | F-InKind | D | Common Stock | 447 | 186.53 | 83.4K | 9,255 | D | ↗ |
| 2026-04-01 | Frey Donald G | Officer | F-InKind | D | Common Stock | 1,312 | 186.53 | 244.7K | 22,573 | D | ↗ |
| 2026-04-01 | FIVEL STEVEN E | Officer | F-InKind | D | Common Stock | 1,048 | 186.53 | 195.5K | 40,986 | D | ↗ |
| 2026-03-31 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 355 | 183.80 | 65.2K | 33,035 | D | ↗ |
| 2026-03-31 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 196 | 183.80 | 36.0K | 16,696 | D | ↗ |
| 2026-03-31 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 206 | 183.80 | 37.9K | 32,483 | D | ↗ |
| 2026-03-31 | Roe Peggy | Director | P-Purchase | A | Common Stock | 81 | 183.80 | 14.9K | 6,885 | D | ↗ |
| 2026-03-31 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 232 | 183.80 | 42.6K | 19,687 | D | ↗ |
| 2026-03-31 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 56 | 183.80 | 10.3K | 5,883 | D | ↗ |
| 2026-03-31 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 491 | 183.80 | 90.2K | 54,130 | D | ↗ |
| 2026-03-31 | Jones Nina P | Director | P-Purchase | A | Common Stock | 36 | 183.80 | 6.6K | 3,067 | D | ↗ |
| 2026-03-31 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 373 | 183.80 | 68.6K | 44,272 | D | ↗ |
| 2026-03-31 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 221 | 183.80 | 40.6K | 19,702 | D | ↗ |
| 2026-03-11 | Simon Eli | Director / Officer | A-Award | A | Restricted Stock Units | 6,595 | 0.00 | — | 6,595 | D | ↗ |
| 2026-03-11 | SIMON DAVID | Director / Officer | A-Award | A | LTIP Units | 124,901 | 0.00 | — | 1,407,913 | D | ↗ |
| 2026-03-11 | Reuille Adam | Officer | A-Award | A | LTIP Units | 6,246 | 0.00 | — | 28,046 | D | ↗ |
| 2026-03-11 | RULLI JOHN | Officer | A-Award | A | LTIP Units | 24,981 | 0.00 | — | 270,878 | D | ↗ |
| 2026-03-11 | McDade Brian J. | Officer | A-Award | A | LTIP Units | 31,226 | 0.00 | — | 112,689 | D | ↗ |
| 2026-03-11 | Kelly Kevin M | Officer | A-Award | A | Restricted Stock Units | 990 | 0.00 | — | 990 | D | ↗ |
| 2026-03-11 | Jackson Matthew A | Officer | A-Award | A | Restricted Stock Units | 858 | 0.00 | — | 858 | D | ↗ |
| 2026-03-11 | Frey Donald G | Officer | A-Award | A | Restricted Stock Units | 990 | 0.00 | — | 990 | D | ↗ |
| 2026-03-11 | FIVEL STEVEN E | Officer | A-Award | A | LTIP Units | 24,981 | 0.00 | — | 181,060 | D | ↗ |
| 2026-03-02 | Simon Eli | Director / Officer | F-InKind | D | Common Stock | 1,263 | 203.85 | 257.5K | 58,485 | D | ↗ |
| 2026-03-02 | SIMON DAVID | Director / Officer | M-Exempt | A | Common Stock | 20,619 | 0.00 | — | 1,071,453 | D | ↗ |
| 2026-03-02 | Reuille Adam | Officer | M-Exempt | D | Restricted Stock Units | 1,031 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | RULLI JOHN | Officer | F-InKind | D | Common Stock | 1,191 | 203.85 | 242.8K | 38,643 | D | ↗ |
| 2026-03-02 | McDade Brian J. | Officer | M-Exempt | D | Restricted Stock Units | 5,155 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | Kelly Kevin M | Officer | M-Exempt | A | Common Stock | 516 | 0.00 | — | 22,022 | D | ↗ |
| 2026-03-02 | Frey Donald G | Officer | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 21,487 | D | ↗ |
| 2026-03-02 | FIVEL STEVEN E | Officer | M-Exempt | A | Common Stock | 4,124 | 0.00 | — | 43,058 | D | ↗ |
| 2026-02-25 | RULLI JOHN | Officer | S-Sale | D | Common Stock | 10,000 | 200.88 | 2.01M | 35,710 | D | ↗ |
| 2026-02-05 | Cicco Martin J | Director | A-Award | A | Common Stock | 299 | 0.00 | — | 299 | D | ↗ |
| 2025-12-31 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 347 | 186.00 | 64.5K | 32,680 | D | ↗ |
| 2025-12-31 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 192 | 186.00 | 35.7K | 16,500 | D | ↗ |
| 2025-12-31 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 201 | 186.00 | 37.4K | 32,277 | D | ↗ |
| 2025-12-31 | Roe Peggy | Director | P-Purchase | A | Common Stock | 78 | 186.00 | 14.5K | 6,804 | D | ↗ |
| 2025-12-31 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 226 | 186.00 | 42.0K | 19,455 | D | ↗ |
| 2025-12-31 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 54 | 186.00 | 10.0K | 5,827 | D | ↗ |
| 2025-12-31 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 480 | 186.00 | 89.3K | 53,639 | D | ↗ |
| 2025-12-31 | Jones Nina P | Director | P-Purchase | A | Common Stock | 35 | 186.00 | 6.5K | 3,031 | D | ↗ |
| 2025-12-31 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 363 | 186.00 | 67.5K | 43,899 | D | ↗ |
| 2025-12-31 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 216 | 186.00 | 40.2K | 19,481 | D | ↗ |
| 2025-12-15 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 545 | 183.96 | 100.3K | 5,773 | D | ↗ |
| 2025-11-18 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 588 | 180.80 | 106.3K | 5,228 | D | ↗ |
| 2025-11-17 | SOKOLOV RICHARD S | Director | G-Gift | D | Common Stock | 1,985 | 0.00 | — | 278,854 | D | ↗ |
| 2025-09-30 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 335 | 185.95 | 62.3K | 32,333 | D | ↗ |
| 2025-09-30 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 186 | 185.95 | 34.6K | 16,308 | D | ↗ |
| 2025-09-30 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 195 | 185.95 | 36.3K | 32,076 | D | ↗ |
| 2025-09-30 | Roe Peggy | Director | P-Purchase | A | Common Stock | 76 | 185.95 | 14.1K | 6,726 | D | ↗ |
| 2025-09-30 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 219 | 185.95 | 40.7K | 19,229 | D | ↗ |
| 2025-09-30 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 53 | 185.95 | 9.9K | 4,640 | D | ↗ |
| 2025-09-30 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 464 | 185.95 | 86.3K | 58,659 | D | ↗ |
| 2025-09-30 | Jones Nina P | Director | P-Purchase | A | Common Stock | 34 | 185.95 | 6.3K | 2,996 | D | ↗ |
| 2025-09-30 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 351 | 185.95 | 65.3K | 43,536 | D | ↗ |
| 2025-09-30 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 208 | 185.95 | 38.7K | 19,265 | D | ↗ |
| 2025-08-29 | Simon Eli | Director / Officer | F-InKind | D | Common Stock | 5,821 | 179.36 | 1.04M | 56,655 | D | ↗ |
| 2025-08-29 | SOKOLOV RICHARD S | Director | F-InKind | D | Common Stock | 2,191 | 179.36 | 393.0K | 280,839 | D | ↗ |
| 2025-08-29 | Kelly Kevin M | Officer | F-InKind | D | Common Stock | 1,260 | 179.36 | 226.0K | 21,506 | D | ↗ |
| 2025-08-29 | Jackson Matthew A | Officer | F-InKind | D | Common Stock | 250 | 179.36 | 44.8K | 8,341 | D | ↗ |
| 2025-08-14 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 42 | 171.54 | 7.2K | 16,122 | D | ↗ |
| 2025-06-30 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 378 | 159.29 | 60.2K | 31,998 | D | ↗ |
| 2025-06-30 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 208 | 159.29 | 33.1K | 16,080 | D | ↗ |
| 2025-06-30 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 219 | 159.29 | 34.9K | 31,881 | D | ↗ |
| 2025-06-30 | Roe Peggy Fang | Director | P-Purchase | A | Common Stock | 86 | 159.29 | 13.7K | 6,650 | D | ↗ |
| 2025-06-30 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 246 | 159.29 | 39.2K | 19,010 | D | ↗ |
| 2025-06-30 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 59 | 159.29 | 9.4K | 4,587 | D | ↗ |
| 2025-06-30 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 522 | 159.29 | 83.1K | 58,195 | D | ↗ |
| 2025-06-30 | Jones Nina P | Director | P-Purchase | A | Common Stock | 38 | 159.29 | 6.1K | 2,962 | D | ↗ |
| 2025-06-30 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 396 | 159.29 | 63.1K | 43,185 | D | ↗ |
| 2025-06-30 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 234 | 159.29 | 37.3K | 19,057 | D | ↗ |
| 2025-06-26 | SOKOLOV RICHARD S | Director | G-Gift | D | Common Stock | 175 | 0.00 | — | 283,030 | D | ↗ |
| 2025-06-13 | SOKOLOV RICHARD S | Director | G-Gift | D | Common Stock | 25,413 | 0.00 | — | 283,205 | D | ↗ |
| 2025-05-14 | Smith Daniel C. | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 31,620 | D | ↗ |
| 2025-05-14 | STEWART MARTA R | Director | A-Award | A | Common Stock | 1,224 | 0.00 | — | 15,872 | D | ↗ |
| 2025-05-14 | SELIG STEFAN M | Director | A-Award | A | Common Stock | 1,208 | 0.00 | — | 31,662 | D | ↗ |
| 2025-05-14 | Roe Peggy Fang | Director | A-Award | A | Common Stock | 1,145 | 0.00 | — | 6,564 | D | ↗ |
| 2025-05-14 | RODKIN GARY M | Director | A-Award | A | Common Stock | 1,145 | 0.00 | — | 18,764 | D | ↗ |
| 2025-05-14 | LEWIS RANDALL J | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 4,528 | D | ↗ |
| 2025-05-14 | LEIBOWITZ REUBEN S | Director | A-Award | A | Common Stock | 1,272 | 0.00 | — | 57,673 | D | ↗ |
| 2025-05-14 | Jones Nina P | Director | A-Award | A | Common Stock | 1,161 | 0.00 | — | 2,924 | D | ↗ |
| 2025-05-14 | GLASSCOCK LARRY C | Director | A-Award | A | Common Stock | 1,351 | 0.00 | — | 42,789 | D | ↗ |
| 2025-05-14 | Aeppel Glyn | Director | A-Award | A | Common Stock | 1,192 | 0.00 | — | 18,823 | D | ↗ |
| 2025-04-01 | Simon Eli | Director / Officer | F-InKind | D | Common Stock | 2,171 | 166.08 | 360.6K | 62,476 | D | ↗ |
| 2025-04-01 | Reuille Adam | Officer | F-InKind | D | Common Stock | 577 | 166.08 | 95.8K | 16,316 | D | ↗ |
| 2025-04-01 | RULLI JOHN | Officer | F-InKind | D | Common Stock | 1,157 | 166.08 | 192.2K | 45,710 | D | ↗ |
| 2025-04-01 | Kelly Kevin M | Officer | F-InKind | D | Common Stock | 478 | 166.08 | 79.4K | 22,766 | D | ↗ |
| 2025-04-01 | Jackson Matthew A | Officer | F-InKind | D | Common Stock | 376 | 166.08 | 62.4K | 8,591 | D | ↗ |
| 2025-04-01 | Frey Donald G | Officer | F-InKind | D | Common Stock | 1,327 | 166.08 | 220.4K | 20,456 | D | ↗ |
| 2025-04-01 | FIVEL STEVEN E | Officer | F-InKind | D | Common Stock | 1,048 | 166.08 | 174.1K | 38,934 | D | ↗ |
| 2025-03-31 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 346 | 164.80 | 57.0K | 30,459 | D | ↗ |
| 2025-03-31 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 184 | 164.80 | 30.3K | 14,648 | D | ↗ |
| 2025-03-31 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 194 | 164.80 | 32.0K | 30,454 | D | ↗ |
| 2025-03-31 | Roe Peggy Fang | Director | P-Purchase | A | Common Stock | 67 | 164.80 | 11.0K | 5,419 | D | ↗ |
| 2025-03-31 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 220 | 164.80 | 36.3K | 17,619 | D | ↗ |
| 2025-03-31 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 42 | 164.80 | 6.9K | 3,367 | D | ↗ |
| 2025-03-31 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 482 | 164.80 | 79.4K | 56,401 | D | ↗ |
| 2025-03-31 | Jones Nina P | Director | P-Purchase | A | Common Stock | 22 | 164.80 | 3.6K | 1,763 | D | ↗ |
| 2025-03-31 | HUBBARD ALLAN B | Director | P-Purchase | A | Common Stock | 395 | 164.80 | 65.1K | 35,077 | D | ↗ |
| 2025-03-31 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 361 | 164.80 | 59.5K | 41,438 | D | ↗ |
| 2025-03-31 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 209 | 164.80 | 34.4K | 17,631 | D | ↗ |
| 2025-03-26 | RULLI JOHN | Officer | G-Gift | D | Common Stock | 5,706 | 0.00 | — | 46,867 | D | ↗ |
| 2025-03-18 | SIMON DAVID | Director / Officer | M-Exempt | A | Common Stock | 17,197 | 0.00 | — | 910,154 | D | ↗ |
| 2025-03-11 | Simon Eli | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,403 | 0.00 | — | 0 | D | ↗ |
| 2025-03-11 | Reuille Adam | Officer | M-Exempt | D | Restricted Stock Units | 962 | 0.00 | — | 0 | D | ↗ |
| 2025-03-11 | RULLI JOHN | Officer | M-Exempt | D | Restricted Stock Units | 2,884 | 0.00 | — | 0 | D | ↗ |
| 2025-03-11 | McDade Brian J. | Officer | M-Exempt | D | Restricted Stock Units | 3,845 | 0.00 | — | 0 | D | ↗ |
| 2025-03-11 | Frey Donald G | Officer | M-Exempt | D | Restricted Stock Units | 962 | 0.00 | — | 0 | D | ↗ |
| 2025-03-11 | FIVEL STEVEN E | Officer | M-Exempt | D | Restricted Stock Units | 2,884 | 0.00 | — | 0 | D | ↗ |
| 2025-03-03 | Simon Eli | Director / Officer | A-Award | A | Restricted Stock Units | 3,995 | 0.00 | — | 3,995 | D | ↗ |
| 2025-03-03 | SIMON DAVID | Director / Officer | A-Award | A | Restricted Stock Units | 9,320 | 0.00 | — | 9,320 | D | ↗ |
| 2025-03-03 | Reuille Adam | Officer | A-Award | A | LTIP Units | 2,076 | 0.00 | — | 21,800 | D | ↗ |
| 2025-03-03 | RULLI JOHN | Officer | A-Award | A | LTIP Units | 6,225 | 0.00 | — | 245,897 | D | ↗ |
| 2025-03-03 | McDade Brian J. | Officer | A-Award | A | Restricted Stock Units | 3,995 | 0.00 | — | 3,995 | D | ↗ |
| 2025-03-03 | Kelly Kevin M | Officer | A-Award | A | Restricted Stock Units | 666 | 0.00 | — | 666 | D | ↗ |
| 2025-03-03 | Jackson Matthew A | Officer | A-Award | A | Restricted Stock Units | 666 | 0.00 | — | 666 | D | ↗ |
| 2025-03-03 | Frey Donald G | Officer | A-Award | A | Restricted Stock Units | 666 | 0.00 | — | 666 | D | ↗ |
| 2025-03-03 | FIVEL STEVEN E | Officer | A-Award | A | Restricted Stock Units | 3,329 | 0.00 | — | 3,329 | D | ↗ |
| 2024-12-30 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 334 | 168.59 | 56.3K | 30,113 | D | ↗ |
| 2024-12-30 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 177 | 168.59 | 29.8K | 14,464 | D | ↗ |
| 2024-12-30 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 187 | 168.59 | 31.5K | 30,260 | D | ↗ |
| 2024-12-30 | Roe Peggy Fang | Director | P-Purchase | A | Common Stock | 65 | 168.59 | 11.0K | 5,352 | D | ↗ |
| 2024-12-30 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 213 | 168.59 | 35.9K | 17,399 | D | ↗ |
| 2024-12-30 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 40 | 168.59 | 6.7K | 3,325 | D | ↗ |
| 2024-12-30 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 465 | 168.59 | 78.4K | 55,919 | D | ↗ |
| 2024-12-30 | Jones Nina P | Director | P-Purchase | A | Common Stock | 21 | 168.59 | 3.5K | 1,741 | D | ↗ |
| 2024-12-30 | HUBBARD ALLAN B | Director | P-Purchase | A | Common Stock | 381 | 168.59 | 64.2K | 34,682 | D | ↗ |
| 2024-12-30 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 349 | 168.59 | 58.8K | 41,077 | D | ↗ |
| 2024-12-30 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 202 | 168.59 | 34.1K | 17,422 | D | ↗ |
| 2024-12-23 | SOKOLOV RICHARD S | Director | G-Gift | D | Common Stock | 840 | 0.00 | — | 308,618 | D | ↗ |
| 2024-12-09 | SOKOLOV RICHARD S | Director | G-Gift | D | Common Stock | 1,697 | 0.00 | — | 309,458 | D | ↗ |
| 2024-09-30 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 325 | 167.30 | 54.4K | 29,779 | D | ↗ |
| 2024-09-30 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 172 | 167.30 | 28.8K | 14,287 | D | ↗ |
| 2024-09-30 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 182 | 167.30 | 30.4K | 30,073 | D | ↗ |
| 2024-09-30 | Roe Peggy Fang | Director | P-Purchase | A | Common Stock | 63 | 167.30 | 10.5K | 5,287 | D | ↗ |
| 2024-09-30 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 207 | 167.30 | 34.6K | 17,186 | D | ↗ |
| 2024-09-30 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 39 | 167.30 | 6.5K | 3,285 | D | ↗ |
| 2024-09-30 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 453 | 167.30 | 75.8K | 55,454 | D | ↗ |
| 2024-09-30 | Jones Nina P | Director | P-Purchase | A | Common Stock | 20 | 167.30 | 3.3K | 1,720 | D | ↗ |
| 2024-09-30 | HUBBARD ALLAN B | Director | P-Purchase | A | Common Stock | 370 | 167.30 | 61.9K | 34,301 | D | ↗ |
| 2024-09-30 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 338 | 167.30 | 56.5K | 40,728 | D | ↗ |
| 2024-09-30 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 196 | 167.30 | 32.8K | 17,220 | D | ↗ |
| 2024-08-29 | Simon Eli | Director / Officer | A-Award | A | Common Stock | 42,101 | 0.00 | — | 60,258 | — | ↗ |
| 2024-08-29 | SOKOLOV RICHARD S | Director | A-Award | A | Common Stock | 21,051 | 0.00 | — | 311,155 | — | ↗ |
| 2024-08-29 | SIMON DAVID | Director / Officer | A-Award | A | LTIP Units | 280,672 | 0.00 | — | 1,245,903 | — | ↗ |
| 2024-08-29 | Reuille Adam | Officer | A-Award | A | LTIP Units | 14,034 | 0.00 | — | 19,724 | — | ↗ |
| 2024-08-29 | RULLI JOHN | Officer | A-Award | A | LTIP Units | 14,034 | 0.00 | — | 239,672 | — | ↗ |
| 2024-08-29 | McDade Brian J. | Officer | A-Award | A | LTIP Units | 49,118 | 0.00 | — | 73,165 | — | ↗ |
| 2024-08-29 | Kelly Kevin M | Officer | A-Award | A | Common Stock | 14,034 | 0.00 | — | 21,731 | — | ↗ |
| 2024-08-29 | Jackson Matthew A | Officer | A-Award | A | Common Stock | 3,509 | 0.00 | — | 7,454 | — | ↗ |
| 2024-08-29 | FIVEL STEVEN E | Officer | A-Award | A | LTIP Units | 49,118 | 0.00 | — | 149,854 | — | ↗ |
| 2024-06-28 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 348 | 150.17 | 52.3K | 29,454 | — | ↗ |
| 2024-06-28 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 184 | 150.17 | 27.6K | 14,115 | — | ↗ |
| 2024-06-28 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 195 | 150.17 | 29.3K | 29,891 | — | ↗ |
| 2024-06-28 | Roe Peggy Fang | Director | P-Purchase | A | Common Stock | 67 | 150.17 | 10.1K | 5,224 | — | ↗ |
| 2024-06-28 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 223 | 150.17 | 33.5K | 16,979 | — | ↗ |
| 2024-06-28 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 42 | 150.17 | 6.3K | 3,246 | — | ↗ |
| 2024-06-28 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 486 | 150.17 | 73.0K | 55,001 | — | ↗ |
| 2024-06-28 | Jones Nina P | Director | P-Purchase | A | Common Stock | 22 | 150.17 | 3.3K | 1,700 | — | ↗ |
| 2024-06-28 | HUBBARD ALLAN B | Director | P-Purchase | A | Common Stock | 397 | 150.17 | 59.6K | 33,931 | — | ↗ |
| 2024-06-28 | GLASSCOCK LARRY C | Director | P-Purchase | A | Common Stock | 363 | 150.17 | 54.5K | 40,390 | — | ↗ |
| 2024-06-28 | Aeppel Glyn | Director | P-Purchase | A | Common Stock | 210 | 150.17 | 31.5K | 17,024 | — | ↗ |
| 2024-05-08 | Smith Daniel C. | Director | A-Award | A | Common Stock | 1,277 | 0.00 | — | 29,106 | — | ↗ |
| 2024-05-08 | STEWART MARTA R | Director | A-Award | A | Common Stock | 1,347 | 0.00 | — | 13,931 | — | ↗ |
| 2024-05-08 | SELIG STEFAN M | Director | A-Award | A | Common Stock | 1,329 | 0.00 | — | 29,696 | — | ↗ |
| 2024-05-08 | Roe Peggy Fang | Director | A-Award | A | Common Stock | 1,259 | 0.00 | — | 5,157 | — | ↗ |
| 2024-05-08 | RODKIN GARY M | Director | A-Award | A | Common Stock | 1,259 | 0.00 | — | 16,756 | — | ↗ |
| 2024-05-08 | LEWIS RANDALL J | Director | A-Award | A | Common Stock | 1,277 | 0.00 | — | 3,204 | — | ↗ |
| 2024-05-08 | LEIBOWITZ REUBEN S | Director | A-Award | A | Common Stock | 1,399 | 0.00 | — | 54,515 | — | ↗ |
| 2024-05-08 | Jones Nina P | Director | A-Award | A | Common Stock | 1,277 | 0.00 | — | 1,678 | — | ↗ |
| 2024-05-08 | HUBBARD ALLAN B | Director | A-Award | A | Common Stock | 1,312 | 0.00 | — | 33,534 | — | ↗ |
| 2024-05-08 | GLASSCOCK LARRY C | Director | A-Award | A | Common Stock | 1,486 | 0.00 | — | 40,027 | — | ↗ |
| 2024-05-08 | Aeppel Glyn | Director | A-Award | A | Common Stock | 1,312 | 0.00 | — | 16,814 | — | ↗ |
| 2024-04-01 | Smith Daniel C. | Director | P-Purchase | A | Common Stock | 310 | 154.19 | 47.8K | 27,829 | — | ↗ |
| 2024-04-01 | Simon Eli | Officer | A-Award | A | Common Stock | 3,263 | 0.00 | — | 19,726 | — | ↗ |
| 2024-04-01 | STEWART MARTA R | Director | P-Purchase | A | Common Stock | 156 | 154.19 | 24.1K | 12,584 | — | ↗ |
| 2024-04-01 | SELIG STEFAN M | Director | P-Purchase | A | Common Stock | 166 | 154.19 | 25.6K | 28,367 | — | ↗ |
| 2024-04-01 | Roe Peggy Fang | Director | P-Purchase | A | Common Stock | 48 | 154.19 | 7.4K | 3,898 | — | ↗ |
| 2024-04-01 | Reuille Adam | Officer | A-Award | A | Common Stock | 1,632 | 0.00 | — | 16,710 | — | ↗ |
| 2024-04-01 | RULLI JOHN | Officer | A-Award | A | Common Stock | 3,263 | 0.00 | — | 51,433 | — | ↗ |
| 2024-04-01 | RODKIN GARY M | Director | P-Purchase | A | Common Stock | 192 | 154.19 | 29.6K | 15,497 | — | ↗ |
| 2024-04-01 | McDade Brian J. | Officer | A-Award | A | Common Stock | 3,263 | 0.00 | — | 38,151 | — | ↗ |
| 2024-04-01 | LEWIS RANDALL J | Director | P-Purchase | A | Common Stock | 24 | 154.19 | 3.7K | 1,927 | — | ↗ |
| 2024-04-01 | LEIBOWITZ REUBEN S | Director | P-Purchase | A | Common Stock | 438 | 154.19 | 67.5K | 53,116 | — | ↗ |
| 2024-04-01 | Kelly Kevin M | Officer | A-Award | A | Common Stock | 1,632 | 0.00 | — | 8,022 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2010 | David Simon Chairman and Chief Executive Officer | 1.00M | 4.00M | 19.54M | — | — | 15.2K | 24.56M | 79.58% | ↗ |
| 2 | 2010 | Richard S. Sokolov President and Chief Operating Officer | 782.0K | 1.50M | 8.66M | — | — | 290.1K | 11.23M | 77.10% | ↗ |
| 3 | 2010 | James M. Barkley General Counsel and Secretary | 550.0K | 1.75M | 7.51M | — | — | 17.1K | 9.83M | 76.42% | ↗ |
| 4 | 2010 | Stephen E. Sterrett Executive Vice President and Chief Financial Officer | 500.0K | 1.00M | 7.51M | — | — | 16.3K | 9.03M | 83.20% | ↗ |
| 5 | 2010 | John Rulli Executive Vice President and President—Simon Management Group | 450.0K | 500.0K | 5.51M | — | — | 16.3K | 6.48M | 85.08% | ↗ |
| 6 | 2009 | David Simon Chairman and Chief Executive Officer | 1.04M | 3.00M | 578.7K | — | — | 16.4K | 4.63M | 12.49% | ↗ |
| 7 | 2009 | Richard S. Sokolov President and Chief Operating Officer | 812.1K | 1.00M | 479.5K | — | — | 309.0K | 2.60M | 18.44% | ↗ |
| 8 | 2009 | James M. Barkley General Counsel and Secretary | 519.2K | 850.0K | 319.7K | — | — | 18.2K | 1.71M | 18.73% | ↗ |
| 9 | 2009 | Stephen E. Sterrett Executive Vice President and Chief Financial Officer | 493.3K | 750.0K | 319.7K | — | — | 17.8K | 1.58M | 20.22% | ↗ |
| 10 | 2009 | John Rulli Executive Vice President and President—Simon Management Group | 467.3K | 500.0K | 303.7K | — | — | 17.5K | 1.29M | 23.57% | ↗ |
| 11 | 2008 | David Simon Chairman and Chief Executive Officer | 1.00M | 810.0K | 1.62M | — | — | 15.7K | 3.44M | 46.94% | ↗ |
| 12 | 2008 | Richard S. Sokolov President and Chief Operating Officer | 782.0K | 586.5K | 1.21M | — | — | 300.8K | 2.88M | 42.05% | ↗ |
| 13 | 2008 | James M. Barkley General Counsel and Secretary | 500.0K | 360.0K | 807.6K | — | — | 17.7K | 1.69M | 47.92% | ↗ |
| 14 | 2008 | Stephen E. Sterrett Executive Vice President and Chief Financial Officer | 475.0K | 270.0K | 807.6K | — | — | 16.8K | 1.57M | 51.46% | ↗ |
| 15 | 2007 | David Simon Chairman and Chief Executive Officer | 882.3K | 1.35M | 1.36M | — | — | 15.4K | 3.61M | 37.71% | ↗ |
| 16 | 2007 | Richard S. Sokolov President and Chief Operating Officer | 780.4K | 900.0K | 1.36M | — | — | 294.6K | 3.34M | 40.79% | ↗ |
| 17 | 2007 | James M. Barkley General Counsel and Secretary | 495.2K | 600.0K | 972.0K | — | — | 17.4K | 2.08M | 46.63% | ↗ |
| 18 | 2007 | Stephen E. Sterrett Executive Vice President and Chief Financial Officer | 470.2K | 450.0K | 923.3K | — | — | 16.5K | 1.86M | 49.64% | ↗ |
| 19 | 2003 | Richard S. Sokolov President and Chief Operating Officer | 600.0K | 500.0K | 1.13M | — | — | 23.4K | 2.25M | 50.05% | ↗ |
| 20 | 2003 | David Simon Chief Executive Officer | 800.0K | — | 1.41M | — | — | 15.7K | 2.22M | 63.31% | ↗ |
| 21 | 2003 | Hans C. Mautner President—International Division | 795.2K | 350.0K | — | — | — | 189.1K | 1.33M | 0.00% | ↗ |
| 22 | 2003 | Gary Lewis Executive Vice President—Leasing | 438.3K | 300.0K | 562.9K | — | — | 17.8K | 1.32M | 42.68% | ↗ |
| 23 | 2003 | James M. Barkley General Counsel and Secretary | 414.2K | 300.0K | 562.9K | — | — | 23.5K | 1.30M | 43.28% | ↗ |
| 24 | 2002 | David Simon Chief Executive Officer | 800.0K | 600.0K | 834.5K | — | — | 11.0K | 2.25M | 37.16% | ↗ |
| 25 | 2002 | Richard S. Sokolov President and Chief Operating Officer | 600.0K | 450.0K | 667.6K | — | — | 185.3K | 1.90M | 35.08% | ↗ |
| 26 | 2002 | Hans C. Mautner Vice Chairman | 795.5K | 200.0K | — | — | — | 121.0K | 1.12M | 0.00% | ↗ |
| 27 | 2002 | Hans C. Mautner President—International Division | 795.5K | 200.0K | — | — | — | 121.0K | 1.12M | 0.00% | ↗ |
| 28 | 2002 | James M. Barkley General Counsel and Secretary | 400.0K | 250.0K | 333.8K | — | — | 11.6K | 995.4K | 33.53% | ↗ |
| 29 | 2002 | Gary Lewis Executive Vice President— Leasing | 406.2K | 225.0K | 333.8K | — | — | 11.1K | 976.2K | 34.20% | ↗ |
| 30 | 2002 | Gary Lewis Executive Vice President—Leasing | 406.2K | 225.0K | 333.8K | — | — | 11.1K | 976.2K | 34.20% | ↗ |
| 31 | 2001 | Richard S. Sokolov President and Chief Operating Officer | 600.0K | 500.0K | — | 100.0K | — | 66.3K | 1.27M | 7.90% | ↗ |
| 32 | 2001 | Hans C. Mautner Vice Chairman | 814.2K | 200.0K | — | 83.3K | — | 162.8K | 1.26M | 6.61% | ↗ |
| 33 | 2001 | Hans C. Mautner President—International Division | 814.2K | 200.0K | — | 83.3K | — | 162.8K | 1.26M | 6.61% | ↗ |
| 34 | 2001 | David Simon Chief Executive Officer | 800.0K | — | — | 275.0K | — | 9.3K | 1.08M | 25.36% | ↗ |
| 35 | 2001 | James A. Napoli Executive Vice President— Leasing | 491.1K | 335.0K | — | 20.0K | — | 10.0K | 856.0K | 2.34% | ↗ |
| 36 | 2001 | James M. Barkley General Counsel and Secretary | 396.9K | 225.0K | — | 20.0K | — | 9.9K | 651.9K | 3.07% | ↗ |
| 37 | 2001 | Gary Lewis Executive Vice President—Leasing | 361.8K | 260.0K | — | 10.0K | — | 9.7K | 641.5K | 1.56% | ↗ |
| 38 | 2001 | Gary Lewis Executive Vice President— Leasing | 361.8K | 260.0K | — | 10.0K | — | 9.7K | 641.5K | 1.56% | ↗ |
| 39 | 2000 | David Simon Chief Executive Officer | 800.0K | 375.0K | — | 75.0K | — | 9.6K | 1.26M | 5.95% | ↗ |
| 40 | 2000 | Richard S. Sokolov President and Chief Operating Officer | 600.0K | 375.0K | — | 50.0K | — | 9.8K | 1.03M | 4.83% | ↗ |
| 41 | 2000 | Hans C. Mautner Vice Chairman | 728.0K | 125.0K | — | — | — | 160.4K | 1.01M | 0.00% | ↗ |
| 42 | 2000 | James A. Napoli Executive Vice President—Leasing | 467.3K | 250.0K | — | 20.0K | — | 9.9K | 747.2K | 2.68% | ↗ |
| 43 | 2000 | James A. Napoli Executive Vice President— Leasing | 467.3K | 250.0K | — | 20.0K | — | 9.9K | 747.2K | 2.68% | ↗ |
| 44 | 2000 | James M. Barkley General Counsel and Secretary | 376.9K | 200.0K | — | 20.0K | — | 9.9K | 606.8K | 3.30% | ↗ |
| 45 | 2000 | James M. Barkley General Counsel & Secretary | 376.9K | 200.0K | — | 20.0K | — | 9.9K | 606.8K | 3.30% | ↗ |
| 46 | 2000 | Gary Lewis Executive Vice President— Leasing | 346.2K | 150.0K | — | 10.0K | — | 9.6K | 515.8K | 1.94% | ↗ |
| 47 | 1999 | David Simon Chief Executive Officer | 800.0K | 450.0K | — | — | — | 8.5K | 1.26M | 0.00% | ↗ |
| 48 | 1999 | Hans C. Mautner Vice Chairman | 728.5K | 250.0K | — | 62.5K | — | 6.1K | 1.05M | 5.97% | ↗ |
| 49 | 1999 | Richard S. Sokolov President and Chief Operating Officer | 600.0K | 375.0K | — | — | — | 8.0K | 983.0K | 0.00% | ↗ |
| 50 | 1999 | James A. Napoli Executive Vice President— Leasing | 421.2K | 250.0K | — | — | — | 8.8K | 680.0K | 0.00% | ↗ |
| 51 | 1999 | James A. Napoli Executive Vice President—Leasing | 421.2K | 250.0K | — | — | — | 8.8K | 680.0K | 0.00% | ↗ |
| 52 | 1999 | James M. Barkley General Counsel and Secretary | 355.6K | 200.0K | — | — | — | 8.8K | 564.4K | 0.00% | ↗ |
| 53 | 1999 | James M. Barkley General Counsel & Secretary | 355.6K | 200.0K | — | — | — | 8.8K | 564.4K | 0.00% | ↗ |
| 54 | 1998 | Hans C. Mautner Vice Chairman | 626.7K | — | — | 237.5K | — | 12.20M | 13.06M | 1.82% | ↗ |
| 55 | 1998 | David Simon Chief Executive Officer | 800.0K | — | — | — | — | 9.4K | 809.4K | 0.00% | ↗ |
| 56 | 1998 | James A. Napoli Executive Vice President—Leasing | 409.9K | 250.0K | — | — | — | 11.4K | 671.3K | 0.00% | ↗ |
| 57 | 1998 | Richard S. Sokolov President and Chief Operating Officer | 608.7K | — | — | — | — | 34.5K | 643.2K | 0.00% | ↗ |
| 58 | 1998 | James M. Barkley General Counsel & Secretary | 334.5K | 200.0K | — | — | — | 8.8K | 543.3K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Eli Simon | President, CEO, COO & Director | 2M | male |
| Brian J. McDade | Executive Vice President & Chief Financial Officer | 2M | male |
| John Rulli | Chief Administrative Officer | 2M | male |
| Steven E. Fivel | General Counsel & Secretary | 2M | male |
| Adam J. Reuille | Senior Vice President & Chief Accounting Officer | 742.9K | male |
| Steven K. Broadwater | Senior Vice President of Financial Reporting & Operations | — | male |
| Susan Massela | Senior Vice President of Human Resources | — | — |
| Thomas Ward | Senior Vice President of Investor Relations | — | male |
| Victoria J. Hanor | Senior Executive Vice President & MD of Luxury Leasing | — | female |
| Joseph W. Chiappetta | Senior Vice President of Business Solutions & Chief Technology Officer | — | — |
| Lee Sterling | Chief Marketing Officer | — | — |
| Mark J. Silvestri | President of Simon Development | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-10-15 | 2021-11-15 | Pat Toomey | PA | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2021-05-25 | 2021-07-06 | Gary Peters | MI | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2017-06-05 | 2017-06-23 | Gary Peters | MI | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2017-04-20 | 2017-05-03 | John Hoeven | ND | Self | Sale (Full) | $100,001 - $250,000 | ↗ |
| 2017-01-04 | 2017-01-04 | John Hoeven | ND | Self | Purchase | $100,001 - $250,000 | ↗ |
| 2016-12-30 | 2017-01-17 | Gary Peters | MI | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2016-12-29 | 2017-05-05 | John Hoeven | ND | Self | Purchase | $100,001 - $250,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-08 | 2026-05-19 | William R. Keating | MA09 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2026-04-20 | 2026-05-28 | Jonathan Jackson | IL01 | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-08-26 | 2025-09-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-03 | 2025-04-28 | Victoria Spartz | IN05 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-31 | 2025-04-14 | Jefferson Shreve | IN06 | — | Sale | $50,001 - $100,000 | ↗ |
| 2025-03-27 | 2025-04-09 | Greg Landsman | OH01 | Joint | Sale | $15,001 - $50,000 | ↗ |
| 2025-02-03 | 2025-02-10 | Victoria Spartz | IN05 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2024-09-20 | 2024-11-04 | Victoria Spartz | IN05 | Spouse | Sale (Partial) | $1,000,001 - $5,000,000 | ↗ |
| 2024-08-26 | 2024-09-20 | Jonathan Jackson | IL01 | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2024-06-28 | 2024-07-25 | Victoria Spartz | IN05 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2024-02-13 | 2024-03-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-02 | 2024-02-15 | Victoria Spartz | IN05 | — | Purchase | $50,001 - $100,000 | ↗ |
| 2024-02-02 | 2024-02-15 | Victoria Spartz | IN05 | Dependent | Purchase | $1,001 - $15,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-08-03 | 2023-08-22 | Victoria Spartz | IN05 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-07-28 | 2023-08-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-07-13 | 2023-08-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-07-05 | 2023-08-07 | Ro Khanna | CA17 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2023-06-29 | 2023-07-11 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for SPG
Short-term intention
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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