Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Stewart Information Services Corporation (STC)
USD69.18
+0.30 (+0.44%)
US NYSE Financial Services Insurance - Property & Casualty
Address
1360 Post Oak Boulevard 77056
Houston, TX, US
Houston, TX, US
CEO
Frederick Henry Eppinger Jr.
Website
stewart.com
IPO
1973-02-21
CIK 94344 ISIN US8603721015
Description
Stewart Information Services Corporation (STC) operates as a key provider of title insurance and related services essential for real estate transactions, delivered through its various subsidiary entities. The company's operations are divided into two primary segments: "Title" and "Ancillary Services and Corporate." The Title division is fundamentally involved in ensuring property security by conducting thorough title searches, examinations, and closings, culminating in the issuance of title insurance. This segment further extends its offerings to include personal and property insurance solutions, support for tax-deferred property exchanges, and advanced digital platforms designed to enhance customer engagement. Conversely, the Ancillary Services and Corporate segment furnishes a suite of support services, especially tailored for the mortgage industry. These encompass the management of appraisals, virtual notarization and closing capabilities, the provision of vital credit and real estate data, and specialized property search and valuation analyses. Stewart delivers its extensive range of products and services via multiple channels, including its directly managed policy-issuing offices, a broad network of independent agencies, and various other business units within the corporation. Its clientele is diverse, serving individual homebuyers and sellers, professionals across both residential and commercial real estate, title agencies, real estate attorneys and investors, home builders, and a wide array of mortgage industry participants such as lenders, servicers, brokers, and investors. Established in 1893, Stewart Information Services Corporation is headquartered in Houston, Texas, and maintains an international presence with operations spanning the United States, Canada, the United Kingdom, and Australia.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD69.18
+0.30 (+0.44%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
205.2K
Beta
1.00
Float Shares
29.77M
Free Float %
97.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.71% | -4.29% | -7.16% | -8.47% | -15.20% | -7.51% | +8.63% | +44.92% | +5.90% | +74.58% | +2,456.52% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (8 ratings, all time)
Buy
Price Targets & DCF
Current price
69.18
Low
80.00
+15.6%
Consensus
80.50
+16.4%
Median
80.50
+16.4%
High
81.00
+17.1%
DCF (Unlevered)
73.84
+6.7%
DCF (Levered)
70.86
+2.4%
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.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 5 |
76.60
+10.7%
|
Quality scores
Altman Z-Score
2.61
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Insurance - Property & Casualty: +14.1%+17.3% ★ Q1'26: +27.7% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+54.8% ★ Q1'26: +400.0% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+4.2% ★ Q1'26: -2.7% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+6.2% Q1'26: +4.0% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%+6.9% Q1'26: +4.7% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+3.2% Q1'26: +8.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×3.18× Q1'26: 4.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* 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.
Consensus Estimates
| Metric |
Dec 1996 actual |
Dec 1997 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
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 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
656.00M
est: 374.33M (+75.2%)
|
708.90M
est: 717.66M (-1.2%)
|
1.78B
est: 1.78B (+0.1%)
|
2.24B
est: 2.20B (+1.8%)
|
2.18B
est: 2.09B (+4.2%)
|
2.43B
est: 3.81B (-36.1%)
|
2.47B
est: 5.76B (-57.1%)
|
2.11B
est: 1.37B (+53.3%)
|
1.56B
est: 699.96M (+122.2%)
|
1.71B
est: 512.49M (+233.1%)
|
1.67B
est: 2.36B (-29.0%)
|
1.63B
est: 1.68B (-2.6%)
|
1.91B
est: 1.24B (+53.5%)
|
1.93B
est: 1.33B (+45.1%)
|
1.87B
est: 1.05B (+77.6%)
|
2.03B
est: 2.02B (+0.5%)
|
2.01B
est: 1.43B (+40.1%)
|
1.96B
est: 1.93B (+1.6%)
|
1.91B
est: 1.92B (-0.7%)
|
1.94B
est: 1.90B (+2.1%)
|
2.29B
est: 2.17B (+5.4%)
|
3.31B
est: 3.10B (+6.8%)
|
3.07B
est: 3.03B (+1.2%)
|
2.26B
est: 2.34B (-3.5%)
|
2.49B
est: 2.47B (+0.7%)
|
2.92B
est: 2.88B (+1.4%)
|
3.46B
3.46B – 3.46B
+20.1% YoY
|
3.68B
3.67B – 3.70B
+6.4% YoY
|
3.95B
3.94B – 3.96B
+7.3% YoY
|
| EBITDA |
12.10M
est: 33.37M (-63.7%)
|
13.40M
est: 35.75M (-62.5%)
|
22.11M
est: 158.56M (-86.1%)
|
225.46M
est: 206.86M (+9.0%)
|
179.01M
est: 151.11M (+18.5%)
|
202.27M
est: 191.23M (+5.8%)
|
128.37M
est: 140.28M (-8.5%)
|
-3.95M
est: -1.34B (+99.7%)
|
-190.38M
est: -636.11M (+70.1%)
|
-30.07M
est: 50.35M (-159.7%)
|
29.77M
est: -105.49M (+128.2%)
|
42.83M
est: 38.36M (+11.7%)
|
112.36M
est: 92.01M (+22.1%)
|
121.94M
est: 91.10M (+33.9%)
|
79.27M
est: 4.48M (+1,669.8%)
|
42.09M
est: -39.22M (+207.3%)
|
121.13M
est: 111.58M (+8.6%)
|
104.40M
est: 123.70M (-15.6%)
|
101.34M
est: 113.73M (-10.9%)
|
143.83M
est: 186.76M (-23.0%)
|
240.35M
est: 223.76M (+7.4%)
|
475.39M
est: 304.17M (+56.3%)
|
308.23M
est: 229.18M (+34.5%)
|
143.05M
est: 219.39M (-34.8%)
|
195.84M
est: 231.80M (-15.5%)
|
241.43M
est: 270.15M (-10.6%)
|
324.56M
324.46M – 324.66M
+20.1% YoY
|
345.46M
343.96M – 346.96M
+6.4% YoY
|
370.58M
369.70M – 371.47M
+7.3% YoY
|
| EBIT |
1.10M
est: 30.01M (-96.3%)
|
1.30M
est: 57.53M (-97.7%)
|
725.0K
est: 142.36M (-99.5%)
|
200.22M
est: 176.24M (+13.6%)
|
147.98M
est: 167.40M (-11.6%)
|
168.32M
est: 305.11M (-44.8%)
|
90.63M
est: 461.47M (-80.4%)
|
-45.08M
est: 110.18M (-140.9%)
|
-231.50M
est: 56.11M (-512.6%)
|
-58.13M
est: 41.08M (-241.5%)
|
8.35M
est: 188.88M (-95.6%)
|
23.29M
est: 134.59M (-82.7%)
|
94.57M
est: 99.79M (-5.2%)
|
104.02M
est: 106.48M (-2.3%)
|
55.05M
est: 84.42M (-34.8%)
|
11.79M
est: 162.24M (-92.7%)
|
91.09M
est: 114.80M (-20.7%)
|
78.53M
est: 154.32M (-49.1%)
|
76.40M
est: 154.01M (-50.4%)
|
121.31M
est: 152.38M (-20.4%)
|
221.13M
est: 1.32M (+16,708.6%)
|
439.00M
est: 248.17M (+76.9%)
|
251.06M
est: 1.45M (+17,248.5%)
|
80.60M
est: 171.22M (-52.9%)
|
134.23M
est: 180.91M (-25.8%)
|
180.36M
est: 210.84M (-14.5%)
|
253.30M
253.22M – 253.38M
+20.1% YoY
|
269.61M
268.44M – 270.79M
+6.4% YoY
|
289.22M
288.53M – 289.91M
+7.3% YoY
|
| Net Income |
14.40M
est: 13.25M (+8.7%)
|
15.30M
est: 13.72M (+11.5%)
|
94.48M
est: 84.69M (+11.6%)
|
123.76M
est: 112.46M (+10.0%)
|
82.52M
est: 74.35M (+11.0%)
|
88.77M
est: 89.86M (-1.2%)
|
43.25M
est: 53.87M (-19.7%)
|
-40.22M
est: -1.22B (+96.7%)
|
-247.46M
est: -992.30M (+75.1%)
|
-50.98M
est: 1.79B (-102.8%)
|
-12.58M
est: -214.37M (+94.1%)
|
2.35M
est: 3.53M (-33.5%)
|
109.18M
est: 96.51M (+13.1%)
|
63.03M
est: 48.29M (+30.5%)
|
29.75M
est: -29.67M (+200.3%)
|
-6.20M
est: -64.69M (+90.4%)
|
55.48M
est: 55.46M (+0.0%)
|
48.66M
est: 60.59M (-19.7%)
|
47.52M
est: 20.95M (+126.9%)
|
78.62M
est: 103.89M (-24.3%)
|
154.91M
est: 136.08M (+13.8%)
|
323.22M
est: 296.62M (+9.0%)
|
162.31M
est: 164.02M (-1.0%)
|
30.44M
est: 45.79M (-33.5%)
|
73.31M
est: 92.25M (-20.5%)
|
115.56M
est: 133.58M (-13.5%)
|
174.97M
164.53M – 185.42M
+31.0% YoY
|
195.80M
191.12M – 238.41M
+11.9% YoY
|
221.93M
221.24M – 222.62M
+13.3% YoY
|
| SGA |
170.90M
est: 172.98M (-1.2%)
|
188.40M
est: 344.20M (-45.3%)
|
453.30M
est: 737.45M (-38.5%)
|
1.02B
est: 1.02B (+0.9%)
|
980.46M
est: 948.98M (+3.3%)
|
1.03B
est: 1.19B (-13.0%)
|
1.07B
est: 1.39B (-23.4%)
|
689.11M
est: 379.18M (+81.7%)
|
553.79M
est: 193.10M (+186.8%)
|
481.54M
est: 141.38M (+240.6%)
|
467.49M
est: 1.68B (-72.1%)
|
469.84M
est: 855.96M (-45.1%)
|
542.46M
est: 596.30M (-9.0%)
|
571.03M
est: 590.70M (-3.3%)
|
624.33M
est: 290.52M (+114.9%)
|
658.27M
est: 1.15B (-42.8%)
|
604.35M
est: 616.40M (-2.0%)
|
566.18M
est: 858.37M (-34.0%)
|
562.47M
est: 1.71B (-67.1%)
|
567.17M
est: 524.38M (+8.2%)
|
613.20M
est: 1.16B (-47.3%)
|
776.97M
est: 854.04M (-9.0%)
|
802.00M
est: 402.50M (+99.3%)
|
712.79M
est: 687.25M (+3.7%)
|
745.41M
est: 726.14M (+2.7%)
|
1.04B
est: 846.27M (+23.4%)
|
1.02B
1.02B – 1.02B
+20.1% YoY
|
1.08B
1.08B – 1.09B
+6.4% YoY
|
1.16B
1.16B – 1.16B
+7.3% YoY
|
| EPS |
1.08
est: 1.03 (+5.4%)
|
1.12
est: 1.23 (-8.6%)
|
5.43
est: 3.32 (+63.8%)
|
6.93
est: 6.38 (+8.6%)
|
4.56
est: 4.09 (+11.5%)
|
4.89
est: 6.03 (-18.8%)
|
2.37
est: 4.48 (-47.0%)
|
-2.21
est: 1.52 (-245.9%)
|
-13.37
est: -7.44 (-79.8%)
|
-2.80
est: 1.27 (-320.5%)
|
-0.69
|
0.12
est: 0.38 (-68.4%)
|
5.66
est: 1.79 (+216.2%)
|
2.85
est: 1.28 (+122.7%)
|
1.24
est: 0.83 (+50.3%)
|
-0.26
est: -0.13 (-105.3%)
|
1.86
est: 1.84 (+0.9%)
|
2.08
est: 2.06 (+0.8%)
|
2.02
est: 2.14 (-5.8%)
|
3.33
est: 3.69 (-9.8%)
|
6.25
est: 5.65 (+10.7%)
|
12.05
est: 10.55 (+14.3%)
|
5.98
est: 6.37 (-6.1%)
|
1.11
est: 1.58 (-29.6%)
|
2.65
est: 3.18 (-16.6%)
|
4.08
est: 4.60 (-11.3%)
|
6.07
5.67 – 6.38
+31.9% YoY
|
7.37
6.58 – 8.21
+21.4% YoY
|
7.64
7.62 – 7.67
+3.7% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-18 | Stephens & Co. | Overweight | Overweight | Maintain |
| 2026-04-24 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 2/5 | 5/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
207.93M
OE per share TTM
7.26
Owner's Yield
10.39%
Maintenance CapEx ratio
2.99%
Maint CapEx / Avg PPE
10.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
240
Total invested
1.80B
Insider transactions (90d)
12
Beneficial owners (>5%)
12
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 3.88M | 14.40% | 3.82M | — | 3.88M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | Abigail P. Johnson | 2.49M | 8.99% | — | — | 2.49M | — | IN | — | 2024-11-12 | ↗ |
| 3 | FMR LLC | 2.49M | 8.99% | 2.49M | — | 2.49M | — | HC | — | 2024-11-12 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 1.92M | 7.13% | — | 24.7K | 1.87M | 45.0K | IA | — | 2022-02-10 | ↗ |
| 5 | Allspring Global Investments Holdings, LLC | 1.62M | 6.02% | 1.50M | — | 1.62M | — | HC | Delaware | 2022-01-19 | ↗ |
| 6 | Allspring Global Investments, LLC | 1.61M | 5.59% | 241.5K | — | 1.61M | — | IA | Delaware | 2022-01-19 | ↗ |
| 7 | Wells Capital Management Incorporated | 1.57M | 5.86% | — | 1.48M | — | — | IA | California | 2021-02-12 | ↗ |
| 8 | 30-0447847 | 1.56M | 5.80% | 1.54M | — | 1.56M | — | IA | — | 2023-02-10 | ↗ |
| 9 | 2. | 1.52M | 5.60% | 1.51M | — | 1.52M | — | IA | New York | 2023-02-02 | ↗ |
| 10 | 54-0854396 | 810.4K | 3.64% | — | 54.00 | 810.4K | — | IA | DELAWARE | 2016-01-28 | ↗ |
| 11 | Wells Fargo & Company | 102.7K | 0.38% | 51.1K | 24.1K | 51.1K | 51.6K | HC | Delaware | 2022-01-27 | ↗ |
| 12 | Allspring Funds Management, LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2022-01-19 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
240
+2 vs prev Q
New positions
36
Closed positions
34
Increased
140
Reduced
66
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 446.9K +446.9K (+100.0%) | 31.40B +31.4B (+100.0%) | 1.54% +1.539 pp | 0.05% +0.047 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 4.78M +41.3K (+0.9%) | 335.64M -11.6M (-3.3%) | 16.45% -0.262 pp | 0.01% 0.000 pp | USD74.11 -5.2% | 6 qtrs — |
| 3 | FMR LLC | 2.72M +278.9K (+11.4%) | 190.78M +12.1M (+6.8%) | 9.35% +0.752 pp | 0.01% +0.000 pp | USD66.04 +6.4% | 20 qtrs — |
| 4 | NEUBERGER BERMAN GROUP LLC | 2.15M +376.0K (+21.2%) | 151.18M +21.0M (+16.1%) | 7.41% +1.143 pp | 0.11% +0.017 pp | USD59.12 +18.8% | 10 qtrs — |
| 5 | VANGUARD GROUP INC | 2.04M +90.2K (+4.6%) | 143.66M +358.9K (+0.3%) | 7.04% +0.144 pp | 0.00% 0.000 pp | USD42.69 +64.6% | 84 qtrs — |
| 6 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.63M -62.0K (-3.7%) | 113.83M -9.0M (-7.4%) | 5.60% -0.358 pp | 0.18% -0.013 pp | USD77.96 -9.9% | 17 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.54M -893.0 (-0.1%) | 108.23M -4.8M (-4.2%) | 5.30% -0.135 pp | 0.02% -0.002 pp | USD34.78 +102.0% | 51 qtrs — |
| 8 | STATE STREET CORP | 1.23M -18.3K (-1.5%) | 86.70M -5.1M (-5.6%) | 4.25% -0.170 pp | 0.00% 0.000 pp | USD46.16 +52.2% | 51 qtrs — |
| 9 | CAPITAL INTERNATIONAL INVESTORS | 842.1K +77.6K (+10.2%) | 59.16M +3.1M (+5.6%) | 2.90% +0.202 pp | 0.01% +0.000 pp | USD71.10 -1.2% | 5 qtrs — |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 738.0K -268.8K (-26.7%) | 51.85M -22.0M (-29.8%) | 2.54% -1.012 pp | 0.03% -0.014 pp | USD50.30 +39.7% | 26 qtrs — |
| 11 | MILLENNIUM MANAGEMENT LLC | 701.1K +302.6K (+75.9%) | 49.26M +20.0M (+68.6%) | 2.41% +1.008 pp | 0.02% +0.008 pp | USD68.29 +2.9% | 38 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 663.6K +2.2K (+0.3%) | 46.63M -1.9M (-3.8%) | 2.29% -0.049 pp | 0.00% 0.000 pp | USD45.08 +55.9% | 78 qtrs — |
| 13 | COOKE & BIELER LP | 563.0K +11.5K (+2.1%) | 39.56M -880.8K (-2.2%) | 1.94% -0.008 pp | 0.41% -0.005 pp | USD49.50 +41.9% | 11 qtrs — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 499.3K -10.8K (-2.1%) | 35.08M -2.3M (-6.2%) | 1.72% -0.081 pp | 0.01% -0.001 pp | USD42.18 +66.6% | 100 qtrs — |
| 15 | GOLDMAN SACHS GROUP INC | 475.6K -131.5K (-21.7%) | 33.42M -11.1M (-24.9%) | 1.64% -0.505 pp | 0.00% -0.001 pp | USD72.11 -2.6% | 73 qtrs — |
| 16 | DAVENPORT & CO LLC | 365.6K -41.7K (-10.2%) | 25.69M -4.3M (-14.3%) | 1.28% -0.157 pp | 0.14% -0.023 pp | USD52.00 +35.1% | 19 qtrs — |
| 17 | ZIMMER PARTNERS, LP | 354.4K +354.4K (+100.0%) | 24.90M +24.9M (+100.0%) | 1.22% +1.220 pp | 0.66% +0.656 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 354.1K -6.5K (-1.8%) | 24.88M -1.6M (-5.9%) | 1.24% -0.033 pp | 0.01% 0.000 pp | USD69.21 +1.5% | 7 qtrs — |
| 19 | MORGAN STANLEY | 350.1K +60.4K (+20.9%) | 24.60M +3.4M (+15.8%) | 1.21% +0.183 pp | 0.00% +0.000 pp | USD60.52 +16.1% | 51 qtrs — |
| 20 | CITADEL ADVISORS LLC | 323.3K +272.0K (+529.5%) | 22.72M +19.0M (+503.2%) | 1.11% +0.932 pp | 0.00% +0.003 pp | USD68.68 +2.3% | 35 qtrs — |
| 21 | NORTHERN TRUST CORP | 323.0K +4.3K (+1.3%) | 22.70M -675.4K (-2.9%) | 1.11% -0.013 pp | 0.00% 0.000 pp | USD37.54 +87.2% | 51 qtrs — |
| 22 | ALYESKA INVESTMENT GROUP, L.P. | 300.0K +300.0K (+100.0%) | 21.08M +21.1M (+100.0%) | 1.03% +1.033 pp | 0.06% +0.060 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 23 | GHISALLO CAPITAL MANAGEMENT LLC | 280.0K +280.0K (+100.0%) | 19.67M +19.7M (+100.0%) | 0.96% +0.964 pp | 0.88% +0.878 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 24 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 264.7K -19.7K (-6.9%) | 18.60M -2.3M (-10.8%) | 0.93% -0.077 pp | 1.83% -0.055 pp | USD44.62 +57.5% | 22 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 257.6K -17.4K (-6.3%) | 18.10M -2.1M (-10.2%) | 0.89% -0.084 pp | 0.00% -0.001 pp | USD41.53 +69.2% | 66 qtrs — |
| 26 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 212.9K -170.5K (-44.5%) | 14.96M -13.2M (-46.8%) | 0.73% -0.620 pp | 0.03% -0.028 pp | USD61.83 +13.6% | 15 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 212.6K -22.0K (-9.4%) | 14.94M -2.3M (-13.2%) | 0.73% -0.096 pp | 0.00% 0.000 pp | USD53.69 +30.9% | 52 qtrs — |
| 28 | INVESCO LTD. | 194.7K -20.4K (-9.5%) | 13.68M -2.1M (-13.2%) | 0.67% -0.089 pp | 0.00% 0.000 pp | USD54.84 +28.1% | 57 qtrs — |
| 29 | WELLINGTON MANAGEMENT GROUP LLP | 185.4K +22.3K (+13.7%) | 13.02M +1.1M (+9.0%) | 0.64% +0.063 pp | 0.00% +0.000 pp | USD61.55 +14.2% | 12 qtrs — |
| 30 | NUVEEN, LLC | 159.3K +15.6K (+10.8%) | 11.20M +655.0K (+6.2%) | 0.55% +0.041 pp | 0.00% +0.000 pp | USD71.25 -1.4% | 4 qtrs — |
| 31 | RBF CAPITAL, LLC | 145.5K +— (+0.0%) | 10.23M -445.4K (-4.2%) | 0.50% -0.012 pp | 0.45% -0.022 pp | USD24.04 +192.3% | 54 qtrs — |
| 32 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 133.7K +160.0 (+0.1%) | 9.39M -397.4K (-4.1%) | 0.46% -0.011 pp | 0.03% -0.002 pp | USD45.76 +53.5% | 14 qtrs — |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 133.6K -1.6K (-1.2%) | 9.38M -528.0K (-5.3%) | 0.47% -0.009 pp | 0.00% 0.000 pp | USD43.89 +60.1% | 81 qtrs — |
| 34 | HEARTLAND ADVISORS INC | 125.0K +— (+0.0%) | 8.78M -382.5K (-4.2%) | 0.43% -0.011 pp | 0.47% -0.011 pp | USD41.99 +67.3% | 11 qtrs — |
| 35 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 121.8K +6.8K (+5.9%) | 8.56M +123.1K (+1.5%) | 0.43% +0.021 pp | 0.02% 0.000 pp | USD45.85 +53.2% | 19 qtrs — |
| 36 | PORTOLAN CAPITAL MANAGEMENT, LLC | 117.7K +15.9K (+15.6%) | 8.27M +807.5K (+10.8%) | 0.41% +0.046 pp | 0.44% +0.039 pp | USD72.91 -3.6% | 2 qtrs — |
| 37 | JPMORGAN CHASE & CO | 113.1K +68.2K (+151.7%) | 7.95M +4.7M (+141.2%) | 0.39% +0.231 pp | 0.00% +0.000 pp | USD65.31 +7.6% | 51 qtrs — |
| 38 | RAYMOND JAMES FINANCIAL INC | 111.4K +78.6K (+240.0%) | 7.83M +5.4M (+225.9%) | 0.38% +0.268 pp | 0.00% +0.002 pp | USD69.45 +1.2% | 5 qtrs — |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 110.3K -3.5K (-3.0%) | 7.75M -591.9K (-7.1%) | 0.38% -0.022 pp | 0.00% 0.000 pp | USD49.77 +41.2% | 22 qtrs — |
| 40 | BOSTON PARTNERS | 109.6K +11.1K (+11.3%) | 7.70M +477.7K (+6.6%) | 0.38% +0.030 pp | 0.01% +0.001 pp | USD51.64 +36.1% | 12 qtrs — |
| 41 | CRAMER ROSENTHAL MCGLYNN LLC | 109.4K -4.5K (-4.0%) | 7.69M -666.5K (-8.0%) | 0.38% -0.025 pp | 0.50% -0.025 pp | USD55.90 +25.7% | 12 qtrs — |
| 42 | WCM INVESTMENT MANAGEMENT, LLC | 101.3K +101.3K (+100.0%) | 7.12M +7.1M (+100.0%) | 0.35% +0.349 pp | 0.01% +0.015 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 43 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 97.0K -12.2K (-11.2%) | 6.81M -1.2M (-14.9%) | 0.33% -0.051 pp | 0.02% -0.007 pp | USD60.44 +16.2% | 58 qtrs — |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 93.1K -27.1K (-22.6%) | 6.54M -2.3M (-25.8%) | 0.32% -0.104 pp | 0.01% -0.002 pp | USD47.49 +47.9% | 50 qtrs — |
| 45 | SEI INVESTMENTS CO | 90.1K +36.7K (+68.7%) | 6.33M +2.4M (+61.6%) | 0.31% +0.122 pp | 0.01% +0.002 pp | USD59.86 +17.4% | 28 qtrs — |
| 46 | WELLS FARGO & COMPANY/MN | 88.9K +30.4K (+51.9%) | 6.24M +2.0M (+45.6%) | 0.31% +0.100 pp | 0.00% +0.000 pp | USD56.22 +25.0% | 57 qtrs — |
| 47 | BEACON HARBOR WEALTH ADVISORS, INC. | 88.6K +88.6K (+100.0%) | 6.23M +6.2M (+100.0%) | 0.31% +0.310 pp | 1.38% +1.380 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 48 | JACOBS LEVY EQUITY MANAGEMENT, INC | 86.7K +60.9K (+235.3%) | 6.09M +4.2M (+221.3%) | 0.30% +0.207 pp | 0.02% +0.016 pp | USD64.63 +8.7% | 26 qtrs — |
| 49 | RHUMBLINE ADVISERS | 78.5K -4.1K (-5.0%) | 5.51M -543.8K (-9.0%) | 0.27% -0.021 pp | 0.00% 0.000 pp | USD38.48 +82.6% | 56 qtrs — |
| 50 | UBS ASSET MANAGEMENT AMERICAS INC | 77.7K +3.4K (+4.5%) | 5.46M +9.2K (+0.2%) | 0.27% +0.005 pp | 0.00% +0.000 pp | USD59.26 +18.6% | 52 qtrs — |
| 51 | JANE STREET GROUP, LLC | 77.1K +48.5K (+169.3%) | 5.42M +3.3M (+158.0%) | 0.27% +0.165 pp | 0.00% +0.001 pp | USD70.39 -0.2% | 11 qtrs — |
| 52 | TWO SIGMA INVESTMENTS, LP | 77.0K -41.2K (-34.8%) | 5.41M -3.3M (-37.6%) | 0.27% -0.152 pp | 0.01% -0.005 pp | USD70.77 -0.7% | 20 qtrs — |
| 53 | LEGAL & GENERAL GROUP PLC | 75.9K +834.0 (+1.1%) | 5.34M -171.2K (-3.1%) | 0.26% -0.004 pp | 0.00% 0.000 pp | USD47.38 +48.3% | 46 qtrs — |
| 54 | BURKEHILL GLOBAL MANAGEMENT, LP | 75.0K +75.0K (+100.0%) | 5.27M +5.3M (+100.0%) | 0.26% +0.258 pp | 0.35% +0.347 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 55 | TEACHER RETIREMENT SYSTEM OF TEXAS | 73.3K +34.5K (+88.8%) | 5.15M +2.3M (+81.0%) | 0.26% +0.120 pp | 0.02% +0.006 pp | USD69.84 +0.6% | 7 qtrs — |
| 56 | AMERIPRISE FINANCIAL INC | 65.3K -2.6K (-3.8%) | 4.59M -388.9K (-7.8%) | 0.23% -0.015 pp | 0.00% 0.000 pp | USD35.84 +96.0% | 55 qtrs — |
| 57 | RUSSELL INVESTMENTS GROUP, LTD. | 63.2K +7.2K (+12.8%) | 4.44M +331.4K (+8.1%) | 0.22% +0.020 pp | 0.00% +0.000 pp | USD50.55 +39.0% | 37 qtrs — |
| 58 | AMERICAN CENTURY COMPANIES INC | 63.2K +2.0K (+3.3%) | 4.44M -43.2K (-1.0%) | 0.22% +0.002 pp | 0.00% +0.000 pp | USD65.39 +7.4% | 35 qtrs — |
| 59 | SWISS NATIONAL BANK | 55.3K +1.1K (+2.0%) | 3.89M -88.6K (-2.2%) | 0.19% -0.001 pp | 0.00% +0.000 pp | USD39.52 +77.8% | 51 qtrs — |
| 60 | VIDENT ADVISORY, LLC | 52.7K +48.7K (+1,204.5%) | 3.70M +3.4M (+1,150.1%) | 0.18% +0.167 pp | 0.03% +0.031 pp | USD70.50 -0.3% | 6 qtrs — |
| 61 | ROYAL BANK OF CANADA | 52.5K -30.4K (-36.7%) | 3.69M -2.4M (-39.3%) | 0.18% -0.112 pp | 0.00% 0.000 pp | USD60.09 +16.9% | 51 qtrs — |
| 62 | BARCLAYS PLC | 50.8K +5.3K (+11.7%) | 3.57M +170.1K (+5.0%) | 0.18% +0.014 pp | 0.00% +0.000 pp | USD68.59 +2.4% | 51 qtrs — |
| 63 | UBS GROUP AG | 40.9K -26.8K (-39.6%) | 2.87M -2.1M (-42.1%) | 0.14% -0.098 pp | 0.00% 0.000 pp | USD66.34 +5.9% | 45 qtrs — |
| 64 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 38.0K -1.8K (-4.5%) | 2.67M -247.0K (-8.5%) | 0.13% -0.007 pp | 0.01% -0.001 pp | USD28.79 +144.0% | 51 qtrs — |
| 65 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 37.4K +5.9K (+18.9%) | 2.63M +321.0K (+13.9%) | 0.13% +0.018 pp | 0.21% +0.032 pp | USD72.83 -3.5% | 2 qtrs — |
| 66 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 35.1K -9.1K (-20.5%) | 2.46M -771.8K (-23.9%) | 0.12% -0.033 pp | 0.04% -0.009 pp | USD41.48 +69.4% | 13 qtrs — |
| 67 | 1492 CAPITAL MANAGEMENT LLC | 34.7K +1.2K (+3.5%) | 2.44M -21.3K (-0.9%) | 0.12% +0.001 pp | 0.93% -0.061 pp | USD62.26 +12.8% | 9 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 32.5K +3.8K (+13.3%) | 2.28M +179.6K (+8.5%) | 0.11% +0.011 pp | 0.00% +0.000 pp | USD47.13 +49.1% | 61 qtrs — |
| 69 | GAMCO INVESTORS, INC. ET AL | 32.0K +2.4K (+8.1%) | 2.25M +77.5K (+3.6%) | 0.11% +0.006 pp | 0.02% +0.001 pp | USD65.91 +6.6% | 3 qtrs — |
| 70 | FIRST TRUST ADVISORS LP | 31.9K +1.4K (+4.7%) | 2.24M +8.1K (+0.4%) | 0.11% +0.002 pp | 0.00% +0.000 pp | USD61.74 +13.8% | 23 qtrs — |
| 71 | FISHER ASSET MANAGEMENT, LLC | 31.1K -2.0K (-5.9%) | 2.18M -238.7K (-9.9%) | 0.11% -0.010 pp | 0.00% 0.000 pp | USD42.73 +64.4% | 42 qtrs — |
| 72 | AQR CAPITAL MANAGEMENT LLC | 29.2K -491.0 (-1.7%) | 2.05M -125.3K (-5.8%) | 0.10% -0.004 pp | 0.00% 0.000 pp | USD65.98 +6.5% | 53 qtrs — |
| 73 | CERITY PARTNERS LLC | 27.9K +27.9K (+100.0%) | 1.96M +2.0M (+100.0%) | 0.10% +0.096 pp | 0.00% +0.003 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 27.4K +1.3K (+5.1%) | 1.92M +14.0K (+0.7%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD59.46 +18.2% | 50 qtrs — |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26.4K -792.0 (-2.9%) | 1.85M -138.7K (-7.0%) | 0.09% -0.005 pp | 0.00% 0.000 pp | USD35.95 +95.4% | 52 qtrs — |
| 76 | PRUDENTIAL FINANCIAL INC | 26.1K -1.8K (-6.4%) | 1.83M -210.4K (-10.3%) | 0.09% -0.009 pp | 0.00% 0.000 pp | USD55.92 +25.6% | 85 qtrs — |
| 77 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 25.7K +14.5K (+129.4%) | 1.81M +985.1K (+119.8%) | 0.09% +0.049 pp | 0.06% +0.030 pp | USD70.74 -0.7% | 4 qtrs — |
| 78 | SEVEN GRAND MANAGERS, LLC | 25.0K +25.0K (+100.0%) | 1.76M +1.8M (+100.0%) | 0.09% +0.086 pp | 0.13% +0.134 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 79 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 24.0K +— (+0.0%) | 1.69M -82.0K (-4.6%) | 0.08% -0.002 pp | 0.00% +0.000 pp | USD45.34 +55.0% | 46 qtrs — |
| 80 | DEUTSCHE BANK AG\ | 23.0K +1.4K (+6.4%) | 1.62M +31.2K (+2.0%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD63.85 +10.0% | 50 qtrs — |
| 81 | GABELLI FUNDS LLC | 22.0K +2.1K (+10.5%) | 1.55M +86.0K (+5.9%) | 0.08% +0.005 pp | 0.01% +0.001 pp | USD65.59 +7.1% | 3 qtrs — |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.7K -22.5K (-50.9%) | 1.52M -1.7M (-53.0%) | 0.07% -0.081 pp | 0.00% 0.000 pp | USD69.35 +1.3% | 32 qtrs — |
| 83 | HIGHTOWER ADVISORS, LLC | 19.6K +19.6K (+100.0%) | 1.38M +1.4M (+100.0%) | 0.07% +0.067 pp | 0.00% +0.002 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 84 | THRIVENT FINANCIAL FOR LUTHERANS | 19.3K -942.0 (-4.7%) | 1.35M -128.0K (-8.6%) | 0.07% -0.004 pp | 0.00% -0.001 pp | USD44.19 +59.0% | 51 qtrs — |
| 85 | QUANTINNO CAPITAL MANAGEMENT LP | 18.4K +3.9K (+27.2%) | 1.29M +232.3K (+21.9%) | 0.06% +0.012 pp | 0.00% 0.000 pp | USD69.75 +0.7% | 4 qtrs — |
| 86 | NATIXIS ADVISORS, L.P. | 17.5K -518.0 (-2.9%) | 1.23M -92.0K (-7.0%) | 0.06% -0.003 pp | 0.00% 0.000 pp | USD53.51 +31.3% | 11 qtrs — |
| 87 | INTECH INVESTMENT MANAGEMENT LLC | 15.9K -41.3K (-72.2%) | 1.12M -3.1M (-73.4%) | 0.05% -0.147 pp | 0.01% -0.027 pp | USD70.24 +0.0% | 7 qtrs — |
| 88 | ILLINOIS MUNICIPAL RETIREMENT FUND | 15.8K +1.2K (+7.9%) | 1.11M +36.8K (+3.4%) | 0.05% +0.003 pp | 0.01% +0.000 pp | USD48.05 +46.2% | 10 qtrs — |
| 89 | LPL FINANCIAL LLC | 15.5K +2.1K (+15.6%) | 1.09M +105.9K (+10.8%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD61.54 +14.2% | 19 qtrs — |
| 90 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 15.5K +234.0 (+1.5%) | 1.09M -30.0K (-2.7%) | 0.05% +0.000 pp | 0.01% +0.000 pp | USD43.48 +61.6% | 40 qtrs — |
| 91 | PATHSTONE HOLDINGS, LLC | 15.4K -146.0 (-0.9%) | 1.08M -57.7K (-5.1%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD62.87 +11.8% | 9 qtrs — |
| 92 | METLIFE INVESTMENT MANAGEMENT, LLC | 15.2K -1.1K (-6.8%) | 1.07M -128.5K (-10.7%) | 0.05% -0.005 pp | 0.01% -0.001 pp | USD52.38 +34.1% | 33 qtrs — |
| 93 | QUBE RESEARCH & TECHNOLOGIES LTD | 15.1K +15.1K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.05% +0.052 pp | 0.00% +0.001 pp | USD70.26 +0.0% | 1 qtrs NEW |
| 94 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 14.7K -4.2K (-22.3%) | 1.03M -355.4K (-25.6%) | 0.05% -0.015 pp | 0.00% -0.001 pp | USD73.32 -4.2% | 2 qtrs — |
| 95 | MEEDER ASSET MANAGEMENT INC | 14.4K +— (+0.0%) | 1.01M -43.9K (-4.2%) | 0.05% -0.001 pp | 0.05% -0.006 pp | USD63.35 +10.9% | 35 qtrs — |
| 96 | SG AMERICAS SECURITIES, LLC | 14.2K +4.6K (+48.5%) | 1.00M +298.0K (+42.4%) | 0.05% +0.016 pp | 0.00% -0.001 pp | USD72.32 -2.8% | 10 qtrs — |
| 97 | UNISON ADVISORS LLC | 12.9K +94.0 (+0.7%) | 908.8K -32.7K (-3.5%) | 0.05% +0.000 pp | 0.08% -0.007 pp | USD42.95 +63.6% | 11 qtrs — |
| 98 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 12.9K +12.0 (+0.1%) | 908.7K -38.7K (-4.1%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD64.23 +9.4% | 7 qtrs — |
| 99 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 12.8K -100.0 (-0.8%) | 899.3K -46.5K (-4.9%) | 0.04% -0.001 pp | 0.02% 0.000 pp | USD40.43 +73.8% | 49 qtrs — |
| 100 | OUTLOOK WEALTH ADVISORS, LLC | 49.8K +— (+0.0%) | 422.00 -3.7M (-100.0%) | 0.17% -0.004 pp | 0.00% -0.910 pp | USD58.18 +20.8% | 29 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 149 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Neuberger Berman Small-Mid Cap ETF NBSM | 1.84% | 2.11M | 0.75% |
| 2 | State Street SPDR S&P Insurance ETF KIE | 1.65% | 9.14M | 0.35% |
| 3 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.92% | 6.05M | 0.37% |
| 4 | Hoya Capital Housing ETF HOMZ | 0.63% | 219.9K | 0.30% |
| 5 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.58% | 2.29M | 0.38% |
| 6 | OneAscent Small Cap Core ETF OASC | 0.47% | 400.6K | 0.64% |
| 7 | Invesco S&P SmallCap Financials ETF PSCF | 0.45% | 122.0K | 0.29% |
| 8 | State Street SPDR S&P Emerging Markets Dividend ETF EDIV | 0.44% | 5.40M | 0.49% |
| 9 | ETC 6 Meridian Low Beta Equity ETF SIXL | 0.40% | 751.3K | 0.47% |
| 10 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.36% | 6.14M | 0.47% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
1.48
Neutral
Buys
10
Sells
5
Shares acquired
18.3K
Shares disposed
12.3K
Cash buys
—
Cash sales
2.00
Net activity
+5,946
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | Vaid Helen | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 6,284 | D | ↗ |
| 2026-05-07 | Sanchez Rodriquez Manuel | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 13,596 | D | ↗ |
| 2026-05-07 | Pallotta Karen R | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 12,196 | D | ↗ |
| 2026-05-07 | Morris Matthew | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 68,827 | D | ↗ |
| 2026-05-07 | Matz Deborah Jane | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 11,569 | D | ↗ |
| 2026-05-07 | Corey William S. Jr. | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 11,433 | D | ↗ |
| 2026-05-07 | Clarke Robert | Director | A-Award | A | Common Stock | 3,151 | 0.00 | — | 60,575 | D | ↗ |
| 2026-05-07 | BRADLEY C ALLEN JR | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 24,034 | D | ↗ |
| 2026-05-07 | Apel Thomas G | Director | A-Award | A | Common Stock | 1,791 | 0.00 | — | 44,182 | D | ↗ |
| 2026-05-01 | Swed Ryan M. | Officer | M-Exempt | A | Common Stock | 802 | 0.00 | — | 11,634 | D | ↗ |
| 2026-04-28 | Rable Brad | Officer | G-Gift | D | Common Stock | 300 | 0.00 | — | 29,330 | D | ↗ |
| 2026-04-24 | Hisey David C | Officer | S-Sale | D | Common Stock | 5,639 | 71.09 | 400.9K | 67,282 | D | ↗ |
| 2026-03-26 | Swed Ryan M. | Officer | M-Exempt | A | Common Stock | 1,148 | 0.00 | — | 11,163 | D | ↗ |
| 2026-03-26 | Sheckler Erinlea | Officer | M-Exempt | A | Common Stock | 807 | 0.00 | — | 10,190 | D | ↗ |
| 2026-03-26 | Rable Brad | Officer | M-Exempt | A | Common Stock | 792 | 0.00 | — | 29,823 | D | ↗ |
| 2026-03-26 | Kain Emily | Officer | A-Award | A | Restricted Stock Units | 2,593 | 0.00 | — | 2,593 | D | ↗ |
| 2026-03-26 | Hisey David C | Officer | M-Exempt | D | Restricted Stock Units | 2,544 | 0.00 | — | 5,090 | D | ↗ |
| 2026-03-26 | Glaze Brian | Officer | M-Exempt | A | Common Stock | 826 | 0.00 | — | 13,486 | D | ↗ |
| 2026-03-26 | Giddens Elizabeth | Officer | M-Exempt | D | Restricted Stock Units | 929 | 0.00 | — | 1,859 | D | ↗ |
| 2026-03-26 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Stock Units | 6,753 | 0.00 | — | 6,755 | D | ↗ |
| 2026-03-26 | Bryant Iain Martyn | Officer | M-Exempt | A | Common Stock | 734 | 0.00 | — | 5,014 | D | ↗ |
| 2026-03-12 | BRADLEY C ALLEN JR | Director | P-Purchase | A | Common Stock | 236 | 63.06 | 14.9K | 22,243 | D | ↗ |
| 2026-03-11 | BRADLEY C ALLEN JR | Director | P-Purchase | A | Common Stock | 100 | 63.19 | 6.3K | 21,543 | D | ↗ |
| 2026-03-08 | Swed Ryan M. | Officer | F-InKind | D | Common Stock | 925 | 67.00 | 62.0K | 8,238 | D | ↗ |
| 2026-03-08 | Sheckler Erinlea | Officer | M-Exempt | A | Common Stock | 1,794 | 0.00 | — | 8,695 | D | ↗ |
| 2026-03-08 | Rable Brad | Officer | F-InKind | D | Common Stock | 247 | 67.00 | 16.5K | 28,082 | D | ↗ |
| 2026-03-08 | Kain Emily | Officer | M-Exempt | A | Common Stock | 3,195 | 0.00 | — | 8,419 | D | ↗ |
| 2026-03-08 | Hisey David C | Officer | F-InKind | D | Common Stock | 1,511 | 67.00 | 101.2K | 69,351 | D | ↗ |
| 2026-03-08 | Glaze Brian | Officer | M-Exempt | A | Common Stock | 1,345 | 0.00 | — | 12,289 | D | ↗ |
| 2026-03-08 | Giddens Elizabeth | Officer | M-Exempt | A | Common Stock | 5,135 | 0.00 | — | 9,049 | D | ↗ |
| 2026-03-08 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | A | Common Stock | 31,463 | 0.00 | — | 173,495 | D | ↗ |
| 2026-03-08 | Bryant Iain Martyn | Officer | F-InKind | D | Common Stock | 110 | 67.00 | 7.4K | 4,051 | D | ↗ |
| 2026-02-20 | Clarke Robert | Director | G-Gift | D | Common Stock | 1,085 | 0.00 | — | 58,042 | D | ↗ |
| 2025-12-02 | Sheckler Erinlea | Officer | M-Exempt | D | Restricted Stock Units | 818 | 0.00 | — | 5,729 | D | ↗ |
| 2025-09-19 | Sheckler Erinlea | Officer | F-InKind | D | Common Stock | 85 | 75.28 | 6.4K | 6,013 | D | ↗ |
| 2025-07-28 | Rable Brad | Officer | S-Sale | D | Common Stock | 5,694 | 65.32 | 371.9K | 23,872 | D | ↗ |
| 2025-07-25 | Hisey David C | Officer | S-Sale | D | Common Stock | 2,224 | 64.39 | 143.2K | 58,359 | D | ↗ |
| 2025-07-01 | Bryant Iain Martyn | Officer | M-Exempt | A | Common Stock | 1,071 | 0.00 | — | 3,594 | D | ↗ |
| 2025-05-28 | BRADLEY C ALLEN JR | Director | P-Purchase | A | Common Stock | 1,000 | 59.63 | 59.6K | 20,243 | D | ↗ |
| 2025-05-07 | Vaid Helen | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 4,493 | D | ↗ |
| 2025-05-07 | Sanchez Rodriquez Manuel | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 11,805 | D | ↗ |
| 2025-05-07 | Pallotta Karen R | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 10,405 | D | ↗ |
| 2025-05-07 | Morris Matthew | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 67,036 | D | ↗ |
| 2025-05-07 | Matz Deborah Jane | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 9,778 | D | ↗ |
| 2025-05-07 | Corey William S. Jr. | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 9,642 | D | ↗ |
| 2025-05-07 | Clarke Robert | Director | A-Award | A | Common Stock | 3,179 | 0.00 | — | 59,127 | D | ↗ |
| 2025-05-07 | BRADLEY C ALLEN JR | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 19,243 | D | ↗ |
| 2025-05-07 | Apel Thomas G | Director | A-Award | A | Common Stock | 1,706 | 0.00 | — | 42,391 | D | ↗ |
| 2025-05-01 | Swed Ryan M. | Officer | M-Exempt | A | Common Stock | 802 | 0.00 | — | 6,306 | D | ↗ |
| 2025-04-14 | Morris Matthew | Director | G-Gift | A | Common Stock | 49,830 | 0.00 | — | 49,830 | I | ↗ |
| 2025-03-26 | Swed Ryan M. | Officer | M-Exempt | A | Common Stock | 2,495 | 0.00 | — | 6,222 | D | ↗ |
| 2025-03-26 | Sheckler Erinlea | Officer | M-Exempt | D | Restricted Stock Unit | 1,519 | 0.00 | — | 3,038 | D | ↗ |
| 2025-03-26 | Rable Brad | Officer | M-Exempt | A | Common Stock | 1,255 | 0.00 | — | 29,872 | D | ↗ |
| 2025-03-26 | Kain Emily | Officer | M-Exempt | D | Restricted Stock Unit | 865 | 0.00 | — | 1,732 | D | ↗ |
| 2025-03-26 | Hisey David C | Officer | A-Award | A | Restricted Stock Units | 7,634 | 0.00 | — | 7,634 | D | ↗ |
| 2025-03-26 | Glaze Brian | Officer | M-Exempt | A | Common Stock | 925 | 0.00 | — | 11,170 | D | ↗ |
| 2025-03-26 | Giddens Elizabeth | Officer | M-Exempt | A | Common Stock | 1,040 | 0.00 | — | 3,789 | D | ↗ |
| 2025-03-26 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Stock Units | 6,753 | 0.00 | — | 13,508 | D | ↗ |
| 2025-03-26 | Bryant Iain Martyn | Officer | M-Exempt | A | Common Stock | 303 | 0.00 | — | 2,597 | D | ↗ |
| 2025-03-10 | Rable Brad | Officer | G-Gift | D | Common Stock | 300 | 0.00 | — | 28,617 | D | ↗ |
| 2025-03-09 | Swed Ryan M. | Officer | M-Exempt | D | Restricted Stock Units | 2,035 | 0.00 | — | 0 | D | ↗ |
| 2025-03-09 | Sheckler Erinlea | Officer | M-Exempt | D | Restricted Stock Units | 311 | 0.00 | — | 0 | D | ↗ |
| 2025-03-09 | Rable Brad | Officer | M-Exempt | A | Common Stock | 642 | 0.00 | — | 29,074 | D | ↗ |
| 2025-03-09 | Kain Emily | Officer | M-Exempt | A | Common Stock | 365 | 0.00 | — | 4,659 | D | ↗ |
| 2025-03-09 | Hisey David C | Officer | M-Exempt | A | Common Stock | 2,126 | 0.00 | — | 58,835 | D | ↗ |
| 2025-03-09 | Glaze Brian | Officer | F-InKind | D | Common Stock | 190 | 68.84 | 13.1K | 10,246 | D | ↗ |
| 2025-03-09 | EPPINGER FREDERICK H | Director / Officer | F-InKind | D | Common Stock | 2,543 | 68.84 | 175.1K | 137,526 | D | ↗ |
| 2025-03-09 | Bryant Iain Martyn | Officer | M-Exempt | A | Common Stock | 194 | 0.00 | — | 2,336 | D | ↗ |
| 2025-03-08 | Swed Ryan M. | Officer | M-Exempt | D | Restricted Stock Unit | 3,205 | 0.00 | — | 3,206 | D | ↗ |
| 2025-03-08 | Sheckler Erinlea | Officer | M-Exempt | D | Restricted Stock Unit | 1,793 | 0.00 | — | 1,794 | D | ↗ |
| 2025-03-08 | Rable Brad | Officer | M-Exempt | A | Common Stock | 1,012 | 0.00 | — | 28,679 | D | ↗ |
| 2025-03-08 | Kain Emily | Officer | F-InKind | D | Common Stock | 173 | 68.84 | 11.9K | 4,294 | D | ↗ |
| 2025-03-08 | Hisey David C | Officer | M-Exempt | A | Common Stock | 3,349 | 0.00 | — | 57,910 | D | ↗ |
| 2025-03-08 | Glaze Brian | Officer | M-Exempt | A | Common Stock | 1,345 | 0.00 | — | 9,987 | D | ↗ |
| 2025-03-08 | Giddens Elizabeth | Officer | M-Exempt | A | Restricted Stock Unit | 1,141 | 0.00 | — | 1,141 | D | ↗ |
| 2025-03-08 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | A | Common Stock | 6,992 | 0.00 | — | 139,633 | D | ↗ |
| 2025-03-08 | Bryant Iain Martyn | Officer | M-Exempt | A | Common Stock | 448 | 0.00 | — | 2,252 | D | ↗ |
| 2025-03-06 | Hisey David C | Officer | S-Sale | D | Common Stock | 1,356 | 69.28 | 93.9K | 54,561 | D | ↗ |
| 2025-02-26 | Clarke Robert | Director | G-Gift | D | Common Stock | 1,060 | 0.00 | — | 55,948 | D | ↗ |
| 2025-02-24 | Clarke Robert | Director | G-Gift | D | Common Stock | 75 | 0.00 | — | 57,008 | D | ↗ |
| 2025-01-01 | Swed Ryan M. | Officer | — | — | Restricted Stock Units | 7,486 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Sheckler Erinlea | Officer | — | — | Common Stock | 0 | 0.00 | — | 3,090 | D | ↗ |
| 2024-12-13 | Lessack Steven Mark | Officer | M-Exempt | A | Common Stock | 22,125 | 39.76 | 879.7K | 32,512 | D | ↗ |
| 2024-12-02 | Morris Matthew | Director | S-Sale | D | Common Stock | 12,899 | 74.12 | 956.1K | 65,330 | D | ↗ |
| 2024-08-28 | Lessack Steven Mark | Officer | S-Sale | D | Common Stock | 9,524 | 73.00 | 695.3K | 10,387 | — | ↗ |
| 2024-08-08 | Hisey David C | Officer | S-Sale | D | Common Stock | 12,649 | 69.27 | 876.2K | 55,917 | — | ↗ |
| 2024-07-01 | Bryant Iain Martyn | Officer | A-Award | A | Restricted Stock Unit | 3,213 | 0.00 | — | 3,213 | — | ↗ |
| 2024-06-28 | Bryant Iain Martyn | Officer | P-Purchase | A | Common Stock | 430 | 52.21 | 22.5K | 1,793 | — | ↗ |
| 2024-06-03 | Bryant Iain Martyn | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,363 | — | ↗ |
| 2024-05-08 | Vaid Helen | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 2,787 | — | ↗ |
| 2024-05-08 | Sanchez Rodriquez Manuel | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 10,099 | — | ↗ |
| 2024-05-08 | Pallotta Karen R | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 8,699 | — | ↗ |
| 2024-05-08 | Morris Matthew | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 78,229 | — | ↗ |
| 2024-05-08 | Matz Deborah Jane | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 8,072 | — | ↗ |
| 2024-05-08 | Corey William S. Jr. | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 7,936 | — | ↗ |
| 2024-05-08 | Clarke Robert | Director | A-Award | A | Common Stock | 2,724 | 0.00 | — | 57,613 | — | ↗ |
| 2024-05-08 | BRADLEY C ALLEN JR | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 17,537 | — | ↗ |
| 2024-05-08 | Apel Thomas G | Director | A-Award | A | Common Stock | 1,362 | 0.00 | — | 40,685 | — | ↗ |
| 2024-03-26 | Smith Tara | Officer | A-Award | A | Restricted Stock Units | 4,353 | 0.00 | — | 4,353 | — | ↗ |
| 2024-03-26 | Rable Brad | Officer | A-Award | A | Restricted Stock Unit | 3,767 | 0.00 | — | 3,767 | — | ↗ |
| 2024-03-26 | Lessack Steven Mark | Officer | A-Award | A | Restricted Stock Units | 6,103 | 0.00 | — | 6,103 | — | ↗ |
| 2024-03-26 | Kain Emily | Officer | A-Award | A | Restricted Stock Units | 2,597 | 0.00 | — | 2,597 | — | ↗ |
| 2024-03-26 | Hisey David C | Officer | A-Award | A | Restricted Stock Unit | 11,881 | 0.00 | — | 11,881 | — | ↗ |
| 2024-03-26 | Glaze Brian | Officer | A-Award | A | Restricted Stock Unit | 2,775 | 0.00 | — | 2,775 | — | ↗ |
| 2024-03-26 | Giddens Elizabeth | Officer | A-Award | A | Restricted Stock Unit | 3,120 | 0.00 | — | 3,120 | — | ↗ |
| 2024-03-26 | EPPINGER FREDERICK H | Director / Officer | A-Award | A | Restricted Stock Units | 20,261 | 0.00 | — | 20,261 | — | ↗ |
| 2024-03-14 | Clarke Robert | Director | G-Gift | D | Common Stock | 1,675 | 0.00 | — | 54,889 | — | ↗ |
| 2024-03-10 | Smith Tara | Officer | F-InKind | D | Common Stock | 187 | 61.27 | 11.5K | 12,337 | — | ↗ |
| 2024-03-10 | Rable Brad | Officer | F-InKind | D | Common Stock | 170 | 61.27 | 10.4K | 27,667 | — | ↗ |
| 2024-03-10 | Lessack Steven Mark | Officer | M-Exempt | D | Restricted Stock Units | 1,418 | 0.00 | — | 0 | — | ↗ |
| 2024-03-10 | Kain Emily | Officer | M-Exempt | A | Common Stock | 304 | 0.00 | — | 3,832 | — | ↗ |
| 2024-03-10 | Hisey David C | Officer | M-Exempt | A | Common Stock | 2,477 | 0.00 | — | 69,683 | — | ↗ |
| 2024-03-10 | Glaze Brian | Officer | M-Exempt | D | Restricted Stock Units | 941 | 0.00 | — | 0 | — | ↗ |
| 2024-03-10 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Stock Units | 4,967 | 0.00 | — | 0 | — | ↗ |
| 2024-03-09 | Smith Tara | Officer | M-Exempt | A | Common Stock | 745 | 0.00 | — | 11,941 | — | ↗ |
| 2024-03-09 | Rable Brad | Officer | F-InKind | D | Common Stock | 157 | 61.27 | 9.6K | 25,908 | — | ↗ |
| 2024-03-09 | Lessack Steven Mark | Officer | M-Exempt | A | Common Stock | 1,396 | 0.00 | — | 18,749 | — | ↗ |
| 2024-03-09 | Kain Emily | Officer | M-Exempt | D | Restricted Stock Units | 365 | 0.00 | — | 365 | — | ↗ |
| 2024-03-09 | Hisey David C | Officer | M-Exempt | D | Restricted Stock Units | 2,126 | 0.00 | — | 2,126 | — | ↗ |
| 2024-03-09 | Glaze Brian | Officer | M-Exempt | D | Restricted Stock Units | 776 | 0.00 | — | 777 | — | ↗ |
| 2024-03-09 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Stock Units | 4,439 | 0.00 | — | 4,440 | — | ↗ |
| 2024-03-08 | Smith Tara | Officer | M-Exempt | D | Restricted Stock Unit | 1,173 | 0.00 | — | 2,347 | — | ↗ |
| 2024-03-08 | Rable Brad | Officer | M-Exempt | D | Restricted Stock Unit | 1,012 | 0.00 | — | 2,024 | — | ↗ |
| 2024-03-08 | Lessack Steven Mark | Officer | M-Exempt | A | Common Stock | 2,198 | 0.00 | — | 17,889 | — | ↗ |
| 2024-03-08 | Kain Emily | Officer | M-Exempt | A | Common Stock | 710 | 0.00 | — | 3,425 | — | ↗ |
| 2024-03-08 | Hisey David C | Officer | M-Exempt | A | Common Stock | 3,348 | 0.00 | — | 63,613 | — | ↗ |
| 2024-03-08 | Glaze Brian | Officer | M-Exempt | D | Restricted Stock Unit | 1,345 | 0.00 | — | 2,690 | — | ↗ |
| 2024-03-08 | Giddens Elizabeth | Officer | M-Exempt | A | Common Stock | 1,141 | 0.00 | — | 1,730 | — | ↗ |
| 2024-03-08 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | A | Common Stock | 6,991 | 0.00 | — | 131,085 | — | ↗ |
| 2024-03-07 | Morris Matthew | Director | S-Sale | D | Common Stock | 12,000 | 63.11 | 757.3K | 76,867 | — | ↗ |
| 2024-02-28 | Smith Tara | Officer | M-Exempt | D | Restricted Performance Unit | 1,526 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | Rable Brad | Officer | M-Exempt | D | Restricted Performance Unit | 1,386 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | Lessack Steven Mark | Officer | M-Exempt | D | Restricted Performance Unit | 2,826 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | Kain Emily | Officer | M-Exempt | A | Common Stock | 604 | 0.00 | — | 2,895 | — | ↗ |
| 2024-02-28 | Hisey David C | Officer | M-Exempt | D | Restricted Performance Unit | 4,942 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Performance Unit | 9,904 | 0.00 | — | 0 | — | ↗ |
| 2023-08-01 | Vaid Helen | Director | A-Award | A | Common Stock | 1,425 | 0.00 | — | 1,425 | — | ↗ |
| 2023-06-14 | EPPINGER FREDERICK H | Director / Officer | P-Purchase | A | Common Stock | 2,000 | 42.00 | 84.0K | 117,416 | — | ↗ |
| 2023-06-14 | BRADLEY C ALLEN JR | Director | P-Purchase | A | Common Stock | 99 | 41.90 | 4.1K | 16,175 | — | ↗ |
| 2023-05-17 | Sanchez Rodriquez Manuel | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 8,737 | — | ↗ |
| 2023-05-17 | Pallotta Karen R | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 7,337 | — | ↗ |
| 2023-05-17 | Morris Matthew | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 88,867 | — | ↗ |
| 2023-05-17 | Matz Deborah Jane | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 6,710 | — | ↗ |
| 2023-05-17 | Corey William S. Jr. | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 6,574 | — | ↗ |
| 2023-05-17 | Clarke Robert | Director | A-Award | A | Common Stock | 3,896 | 0.00 | — | 56,564 | — | ↗ |
| 2023-05-17 | BRADLEY C ALLEN JR | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 15,175 | — | ↗ |
| 2023-05-17 | Apel Thomas G | Director | A-Award | A | Common Stock | 1,948 | 0.00 | — | 39,323 | — | ↗ |
| 2023-03-16 | EPPINGER FREDERICK H | Director / Officer | P-Purchase | A | Common Stock | 3,000 | 37.70 | 113.1K | 115,416 | — | ↗ |
| 2023-03-10 | Smith Tara | Officer | F-InKind | D | Common Stock | 186 | 39.51 | 7.3K | 8,664 | — | ↗ |
| 2023-03-10 | Rable Brad | Officer | M-Exempt | D | Restricted Stock Unit | 693 | 0.00 | — | 696 | — | ↗ |
| 2023-03-10 | Lessack Steven Mark | Officer | M-Exempt | D | Restricted Stock Unit | 1,413 | 0.00 | — | 1,418 | — | ↗ |
| 2023-03-10 | Kain Emily | Officer | F-InKind | D | Common Stock | 74 | 39.51 | 2.9K | 2,068 | — | ↗ |
| 2023-03-10 | Hisey David C | Officer | M-Exempt | D | Restricted Stock Unit | 2,471 | 0.00 | — | 2,477 | — | ↗ |
| 2023-03-10 | Glaze Brian | Officer | M-Exempt | D | Restricted Stock Unit | 938 | 0.00 | — | 941 | — | ↗ |
| 2023-03-10 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Stock Unit | 4,952 | 0.00 | — | 4,967 | — | ↗ |
| 2023-03-09 | Smith Tara | Officer | M-Exempt | A | Common Stock | 745 | 0.00 | — | 8,269 | — | ↗ |
| 2023-03-09 | Rable Brad | Officer | M-Exempt | D | Restricted Stock Unit | 643 | 0.00 | — | 1,285 | — | ↗ |
| 2023-03-09 | Lessack Steven Mark | Officer | F-InKind | D | Common Stock | 340 | 40.25 | 13.7K | 11,960 | — | ↗ |
| 2023-03-09 | Kain Emily | Officer | M-Exempt | A | Common Stock | 365 | 0.00 | — | 1,927 | — | ↗ |
| 2023-03-09 | Hisey David C | Officer | F-InKind | D | Common Stock | 640 | 40.25 | 25.8K | 55,157 | — | ↗ |
| 2023-03-09 | Glaze Brian | Officer | M-Exempt | A | Common Stock | 776 | 0.00 | — | 5,804 | — | ↗ |
| 2023-03-09 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | D | Restricted Stock Unit | 4,439 | 0.00 | — | 8,879 | — | ↗ |
| 2023-03-08 | Smith Tara | Officer | A-Award | A | Restricted Stock Units | 3,520 | 0.00 | — | 3,520 | — | ↗ |
| 2023-03-08 | Rable Brad | Officer | A-Award | A | Restricted Stock Unit | 3,036 | 0.00 | — | 3,036 | — | ↗ |
| 2023-03-08 | Lessack Steven Mark | Officer | A-Award | A | Restricted Stock Unit | 6,595 | 0.00 | — | 6,595 | — | ↗ |
| 2023-03-08 | Kain Emily | Officer | A-Award | A | Restricted Stock Units | 2,130 | 0.00 | — | 2,130 | — | ↗ |
| 2023-03-08 | Hisey David C | Officer | A-Award | A | Restricted Stock Unit | 10,046 | 0.00 | — | 10,046 | — | ↗ |
| 2023-03-08 | Hamm John Earl Jr. | Officer | A-Award | A | Restricted Stock Unit | 3,521 | 0.00 | — | 3,521 | — | ↗ |
| 2023-03-08 | Glaze Brian | Officer | A-Award | A | Restricted Stock Unit | 4,035 | 0.00 | — | 4,035 | — | ↗ |
| 2023-03-08 | Giddens Elizabeth | Officer | A-Award | A | Restricted Stock Unit | 3,423 | 0.00 | — | 3,423 | — | ↗ |
| 2023-03-08 | EPPINGER FREDERICK H | Director / Officer | A-Award | A | Restricted Stock Units | 20,975 | 0.00 | — | 20,975 | — | ↗ |
| 2023-03-06 | Clarke Robert | Director | G-Gift | D | Common Stock | 2,351 | 0.00 | — | 52,668 | — | ↗ |
| 2023-02-07 | Smith Tara | Officer | M-Exempt | A | Common Stock | 870 | 0.00 | — | 7,782 | — | ↗ |
| 2023-02-07 | Rable Brad | Officer | F-InKind | D | Common Stock | 267 | 50.73 | 13.5K | 22,673 | — | ↗ |
| 2023-02-07 | Lessack Steven Mark | Officer | M-Exempt | D | Restricted Stock Unit | 989 | 0.00 | — | 0 | — | ↗ |
| 2023-02-07 | Kain Emily | Officer | M-Exempt | A | Common Stock | 352 | 0.00 | — | 1,667 | — | ↗ |
| 2023-02-07 | Hisey David C | Officer | M-Exempt | D | Restricted Stock Unit | 3,186 | 0.00 | — | 0 | — | ↗ |
| 2023-02-07 | Glaze Brian | Officer | F-InKind | D | Common Stock | 33 | 50.73 | 1.7K | 5,028 | — | ↗ |
| 2023-02-07 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | A | Common Stock | 6,414 | 0.00 | — | 109,415 | — | ↗ |
| 2023-01-01 | Giddens Elizabeth | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-11-06 | Smith Tara | Officer | M-Exempt | A | Common Stock | 1,218 | 0.00 | — | 7,209 | — | ↗ |
| 2022-09-09 | EPPINGER FREDERICK H | Director / Officer | M-Exempt | A | Common Stock | 14,806 | 0.00 | — | 109,568 | — | ↗ |
| 2022-09-06 | Hamm John Earl Jr. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-15 | EPPINGER FREDERICK H | Officer | P-Purchase | A | Common Stock | 192 | 48.96 | 9.4K | 94,762 | — | ↗ |
| 2022-05-26 | Sanchez Rodriquez Manuel | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 6,789 | — | ↗ |
| 2022-05-26 | Pallotta Karen R | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 5,389 | — | ↗ |
| 2022-05-26 | Morris Matthew | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 86,919 | — | ↗ |
| 2022-05-26 | Matz Deborah Jane | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 4,762 | — | ↗ |
| 2022-05-26 | Corey William S. Jr. | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 4,626 | — | ↗ |
| 2022-05-26 | Clarke Robert | Director | A-Award | A | Common Stock | 3,018 | 0.00 | — | 56,019 | — | ↗ |
| 2022-05-26 | BRADLEY C ALLEN JR | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 13,227 | — | ↗ |
| 2022-05-26 | Apel Thomas G | Director | A-Award | A | Common Stock | 1,509 | 0.00 | — | 37,375 | — | ↗ |
| 2022-05-12 | Lessack Steven Mark | Officer | P-Purchase | A | Common Stock | 3,600 | 55.20 | 198.7K | 9,891 | — | ↗ |
| 2022-04-29 | EPPINGER FREDERICK H | Officer | P-Purchase | A | Common Stock | 3,000 | 52.00 | 156.0K | 93,262 | — | ↗ |
| 2022-04-13 | Glaze Brian | Officer | M-Exempt | A | Common Stock | 125 | 0.00 | — | 4,981 | — | ↗ |
| 2022-03-16 | BRADLEY C ALLEN JR | Director | P-Purchase | A | Common Stock | 999 | 66.54 | 66.5K | 11,717 | — | ↗ |
| 2022-03-15 | EPPINGER FREDERICK H | Officer | P-Purchase | A | Common Stock | 3,000 | 66.70 | 200.1K | 90,262 | — | ↗ |
| 2022-03-15 | Clarke Robert | Director | G-Gift | D | Common Stock | 300 | 0.00 | — | 53,001 | — | ↗ |
| 2022-03-10 | Smith Tara | Officer | M-Exempt | A | Common Stock | 763 | 0.00 | — | 5,774 | — | ↗ |
| 2022-03-10 | Rable Brad | Officer | M-Exempt | A | Common Stock | 693 | 0.00 | — | 22,211 | — | ↗ |
Executive team
Top executives
EBIT / Employee
26.5K
Shares Outstanding
30.43M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Frederick H. Eppinger Chief Executive Officer | 1.10M | — | 4.40M | — | 2.21M | 159.8K | 7.87M | 55.94% | ↗ |
| 2 | 2025 | David C. Hisey Chief Financial Officer and Treasurer | 546.0K | — | 1.09M | — | 606.1K | 94.9K | 2.30M | 47.44% | ↗ |
| 3 | 2025 | Ryan M. Swed Group President | 493.0K | — | 492.9K | — | 518.1K | 43.1K | 1.55M | 31.86% | ↗ |
| 4 | 2025 | Erin E. Sheckler Group President | 346.5K | — | 346.4K | — | 608.5K | 47.6K | 1.35M | 25.68% | ↗ |
| 5 | 2025 | Elizabeth K. Giddens Chief Legal Officer and Corporate Secretary | 398.8K | — | 398.8K | — | 438.7K | 38.5K | 1.27M | 31.28% | ↗ |
| 6 | 2024 | Frederick H. Eppinger Chief Executive Officer | 995.9K | — | 2.49M | — | 1.75M | 195.2K | 5.43M | 45.88% | ↗ |
| 7 | 2024 | David C. Hisey Chief Financial Officer and Treasurer | 530.0K | — | 1.46M | — | 598.9K | 94.9K | 2.68M | 54.40% | ↗ |
| 8 | 2024 | Steven M. Lessack Group President | 675.0K | — | 749.9K | — | 742.5K | 78.8K | 2.25M | 33.39% | ↗ |
| 9 | 2024 | Elizabeth K. Giddens Chief Legal Officer and Corporate Secretary | 383.5K | — | 383.4K | — | 433.4K | 32.1K | 1.23M | 31.11% | ↗ |
| 10 | 2024 | Brad A. Rable Group President | 380.0K | — | 462.9K | — | 271.7K | 40.5K | 1.16M | 40.07% | ↗ |
| 11 | 2023 | Frederick H. Eppinger Chief Executive Officer | 953.0K | — | 2.14M | — | 923.5K | 142.2K | 4.16M | 51.51% | ↗ |
| 12 | 2023 | David C. Hisey Chief Financial Officer and Treasurer | 513.5K | — | 1.03M | — | 398.1K | 48.8K | 1.99M | 51.67% | ↗ |
| 13 | 2023 | Steven M. Lessack Group President | 674.3K | — | 674.2K | — | 510.9K | 52.1K | 1.91M | 35.27% | ↗ |
| 14 | 2023 | Tara S. Smith Group President | 359.9K | — | 359.8K | — | 271.4K | 38.9K | 1.03M | 34.93% | ↗ |
| 15 | 2023 | Elizabeth K. Giddens Chief Legal Officer and Corporate Secretary | 350.0K | — | 349.9K | — | 271.3K | 23.3K | 994.6K | 35.18% | ↗ |
| 16 | 2022 | Frederick H. Eppinger Chief Executive Officer | 953.0K | — | 2.14M | — | 671.4K | 171.7K | 3.94M | 54.42% | ↗ |
| 17 | 2022 | David C. Hisey Chief Financial Officer, Secretary, and Treasurer | 513.5K | — | 1.40M | — | 289.4K | 104.0K | 2.30M | 60.63% | ↗ |
| 18 | 2022 | David C. Hisey Chief Financial Officer and Treasurer | 513.5K | — | 1.40M | — | 289.4K | 104.0K | 2.30M | 60.63% | ↗ |
| 19 | 2022 | John L. Killea Chief Legal Officer and Chief Compliance Officer | 516.9K | — | 716.8K | 232.3K | 291.3K | 62.7K | 1.82M | 52.15% | ↗ |
| 20 | 2022 | Steven M. Lessack Group President | 674.3K | — | 674.1K | — | 374.0K | 62.4K | 1.78M | 37.77% | ↗ |
| 21 | 2022 | Tara Smith Group President | 359.9K | — | 359.9K | — | 224.2K | 38.1K | 982.1K | 36.64% | ↗ |
| 22 | 2022 | Tara S. Smith Group President | 359.9K | — | 359.9K | — | 224.2K | 38.1K | 982.1K | 36.64% | ↗ |
| 23 | 2021 | Frederick H. Eppinger Chief Executive Officer | 879.8K | — | 1.58M | 406.4K | 2.20M | 78.6K | 5.15M | 38.66% | ↗ |
| 24 | 2021 | David C. Hisey Chief Financial Officer and Treasurer | 493.8K | — | 790.0K | 202.8K | 987.5K | 128.6K | 2.60M | 38.14% | ↗ |
| 25 | 2021 | David C. Hisey Chief Financial Officer, Secretary, and Treasurer | 493.8K | — | 790.0K | 202.8K | 987.5K | 128.6K | 2.60M | 38.14% | ↗ |
| 26 | 2021 | Steven M. Lessack Group President | 565.0K | — | 701.9K | 116.0K | 1.13M | 89.2K | 2.60M | 31.43% | ↗ |
| 27 | 2021 | John L. Killea Chief Legal Officer and Chief Compliance Officer | 497.0K | — | 397.6K | 102.0K | 994.0K | 81.6K | 2.07M | 24.11% | ↗ |
| 28 | 2021 | Tara S. Smith Group President | 305.0K | — | 243.9K | 62.6K | 610.0K | 29.9K | 1.25M | 24.50% | ↗ |
| 29 | 2021 | Tara Smith Group President | 305.0K | — | 243.9K | 62.6K | 610.0K | 29.9K | 1.25M | 24.50% | ↗ |
| 30 | 2020 | Frederick H. Eppinger Chief Executive Officer | 850.0K | — | 765.0K | 763.1K | 1.59M | 66.0K | 4.04M | 37.84% | ↗ |
| 31 | 2020 | David C. Hisey Chief Financial Officer, Secretary, and Treasurer | 475.0K | — | 380.0K | 379.1K | 712.5K | 100.7K | 2.05M | 37.08% | ↗ |
| 32 | 2020 | Steven M. Lessack Group President | 565.0K | — | 118.0K | 117.7K | 847.5K | 81.5K | 1.73M | 13.62% | ↗ |
| 33 | 2020 | John L. Killea Chief Legal Officer and Chief Compliance Officer | 475.0K | — | 190.0K | 189.5K | 712.5K | 94.6K | 1.66M | 22.84% | ↗ |
| 34 | 2020 | Tara Smith Group President | 305.0K | — | 103.7K | 103.4K | 264.8K | 13.8K | 790.7K | 26.20% | ↗ |
| 35 | 2019 | John Magness Group President | 461.3K | — | 461.2K | — | — | 2.77M | 3.69M | 12.49% | ↗ |
| 36 | 2019 | Matthew W. Morris President | 615.0K | — | 1.23M | — | 1.35M | 104.3K | 3.30M | 37.29% | ↗ |
| 37 | 2019 | David C. Hisey Chief Financial Officer, Secretary, and Treasurer | 461.3K | — | 922.5K | — | 1.01M | 22.7K | 2.42M | 38.15% | ↗ |
| 38 | 2019 | John L. Killea Chief Legal Officer and Chief Compliance Officer | 450.0K | — | 449.9K | — | 987.2K | 61.4K | 1.95M | 23.09% | ↗ |
| 39 | 2019 | John L. Killea President, Chief Legal Officer and Chief Compliance Officer | 450.0K | — | 449.9K | — | 987.2K | 61.4K | 1.95M | 23.09% | ↗ |
| 40 | 2019 | Steven M. Lessack Group President | 563.8K | 200.0K | — | — | 723.0K | 142.4K | 1.63M | 0.00% | ↗ |
| 41 | 2019 | Frederick H. Eppinger Chief Executive Officer | 264.3K | — | 500.0K | — | 776.9K | 15.9K | 1.56M | 32.11% | ↗ |
| 42 | 2018 | Mathew W. Morris | 600.0K | 223.7K | 1.20M | — | 376.3K | 118.2K | 2.52M | 47.65% | ↗ |
| 43 | 2018 | Matthew W. Morris President | 600.0K | 223.7K | 1.20M | — | 376.3K | 118.2K | 2.52M | 47.65% | ↗ |
| 44 | 2018 | David C. Hisey Chief Financial Officer, Secretary, and Treasurer | 450.0K | 167.8K | 899.9K | — | 282.2K | 165.8K | 1.97M | 45.78% | ↗ |
| 45 | 2018 | David C. Hisey | 450.0K | 167.8K | 899.9K | — | 282.2K | 165.8K | 1.97M | 45.78% | ↗ |
| 46 | 2018 | John L. Killea President, Chief Legal Officer and Chief Compliance Officer | 450.0K | 167.8K | 449.9K | — | 282.2K | 101.5K | 1.45M | 31.00% | ↗ |
| 47 | 2018 | John L. Killea | 450.0K | 167.8K | 449.9K | — | 282.2K | 101.5K | 1.45M | 31.00% | ↗ |
| 48 | 2018 | John L. Killea Chief Legal Officer and Chief Compliance Officer | 450.0K | 167.8K | 449.9K | — | 282.2K | 101.5K | 1.45M | 31.00% | ↗ |
| 49 | 2018 | John Magness Group President | 450.0K | — | 449.9K | — | 450.0K | 13.9K | 1.36M | 32.99% | ↗ |
| 50 | 2018 | John A. Magness | 450.0K | — | 449.9K | — | 450.0K | 13.9K | 1.36M | 32.99% | ↗ |
| 51 | 2018 | David A. Fauth | 367.0K | 67.4K | 275.2K | — | 116.3K | 35.7K | 861.5K | 31.94% | ↗ |
| 52 | 2017 | Mathew W. Morris | 600.0K | 300.0K | 1.20M | — | — | 39.4K | 2.14M | 56.09% | ↗ |
| 53 | 2017 | Matthew W. Morris President | 600.0K | 300.0K | 1.20M | — | — | 39.4K | 2.14M | 56.09% | ↗ |
| 54 | 2017 | Mathew W. Morris Chief Executive Offıcer | 600.0K | 300.0K | 1.20M | — | — | 31.3K | 2.13M | 56.30% | ↗ |
| 55 | 2017 | John L. Killea | 399.3K | 300.0K | 1.08M | — | — | 60.1K | 1.84M | 58.74% | ↗ |
| 56 | 2017 | John L. Killea President, Chief Legal Officer and Chief Compliance Officer | 399.3K | 300.0K | 1.08M | — | — | 60.1K | 1.84M | 58.74% | ↗ |
| 57 | 2017 | John L. Killea President, Chief Legal Offıcer and Chief Compliance Officer | 399.3K | 300.0K | 1.08M | — | — | 52.0K | 1.83M | 59.00% | ↗ |
| 58 | 2017 | David C. Hisey Chief Financial Officer, Secretary, and Treasurer | 150.0K | 300.0K | 899.9K | — | — | 8.2K | 1.36M | 66.26% | ↗ |
| 59 | 2017 | David C. Hisey | 150.0K | 300.0K | 899.9K | — | — | 8.2K | 1.36M | 66.26% | ↗ |
| 60 | 2017 | David C. Hisey Chief Financial Offıcer, Secretary and Treasurer | 150.0K | 300.0K | 899.9K | — | — | 74.00 | 1.35M | 66.66% | ↗ |
| 61 | 2017 | J. Allen Berryman Chief Financial Offıcer, Secretary and Treasurer | 322.0K | 171.3K | 318.7K | — | — | 23.4K | 835.3K | 38.15% | ↗ |
| 62 | 2017 | Patrick H. Beall Group President | 315.0K | 189.0K | 236.2K | — | — | 50.0K | 790.3K | 29.89% | ↗ |
| 63 | 2017 | David A. Fauth | 367.0K | 68.8K | 275.2K | — | — | 19.9K | 730.9K | 37.65% | ↗ |
| 64 | 2017 | David A. Fauth Group President | 367.0K | 68.8K | 275.2K | — | — | 11.8K | 722.8K | 38.07% | ↗ |
| 65 | 2016 | Mathew W. Morris | 550.0K | — | 1.66M | — | 483.7K | 67.6K | 2.76M | 60.12% | ↗ |
| 66 | 2016 | Matthew W. Morris Chief Executive Officer | 550.0K | — | 1.66M | — | 483.7K | 59.6K | 2.75M | 60.29% | ↗ |
| 67 | 2016 | Mathew W. Morris Chief Executive Offıcer | 550.0K | — | 1.66M | — | 483.7K | 59.6K | 2.75M | 60.29% | ↗ |
| 68 | 2016 | Steven M. Lessack Group President | 475.0K | 125.0K | 237.4K | — | 233.2K | 396.9K | 1.47M | 16.18% | ↗ |
| 69 | 2016 | John L. Killea | 375.0K | — | 318.6K | — | 248.9K | 68.3K | 1.01M | 31.52% | ↗ |
| 70 | 2016 | John L. Killea President, Chief Legal Offıcer and Chief Compliance Officer | 375.0K | — | 318.6K | — | 248.9K | 60.2K | 1.00M | 31.77% | ↗ |
| 71 | 2016 | John L. Killea Chief Legal Officer | 375.0K | — | 318.6K | — | 248.9K | 60.2K | 1.00M | 31.77% | ↗ |
| 72 | 2016 | J. Allen Berryman Chief Financial Officer | 375.0K | — | 318.6K | — | 164.9K | 29.5K | 888.0K | 35.88% | ↗ |
| 73 | 2016 | J. Allen Berryman Chief Financial Offıcer, Secretary and Treasurer | 375.0K | — | 318.6K | — | 164.9K | 29.5K | 888.0K | 35.88% | ↗ |
| 74 | 2016 | David A. Fauth | 350.0K | — | 209.9K | — | 225.8K | 19.0K | 804.7K | 26.08% | ↗ |
| 75 | 2016 | David A. Fauth Group President | 350.0K | — | 209.9K | — | 225.8K | 10.7K | 796.4K | 26.35% | ↗ |
| 76 | 2015 | Mathew W. Morris Chief Executive Offıcer | 500.0K | — | 875.0K | — | 520.2K | 69.7K | 1.96M | 44.53% | ↗ |
| 77 | 2015 | Matthew W. Morris Chief Executive Officer | 500.0K | — | 875.0K | — | 520.2K | 69.7K | 1.96M | 44.53% | ↗ |
| 78 | 2015 | Glenn H. Clements Group President, Direct Operations | 420.0K | — | 377.9K | — | 517.6K | 99.3K | 1.41M | 26.71% | ↗ |
| 79 | 2015 | Steven M. Lessack Group President, International | 400.0K | — | 220.0K | — | 318.7K | 285.2K | 1.22M | 17.98% | ↗ |
| 80 | 2015 | Steven M. Lessack Group President | 400.0K | — | 220.0K | — | 318.7K | 285.2K | 1.22M | 17.98% | ↗ |
| 81 | 2015 | John L. Killea Chief Legal Officer | 350.0K | — | 297.5K | — | 231.1K | 65.1K | 943.7K | 31.52% | ↗ |
| 82 | 2015 | John L. Killea Chief Legal Officer, General Counsel and Chief Compliance Officer | 350.0K | — | 297.5K | — | 231.1K | 65.1K | 943.7K | 31.52% | ↗ |
| 83 | 2015 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and Principal Financial Officer | 350.0K | — | 297.5K | — | 185.8K | 33.8K | 867.0K | 34.31% | ↗ |
| 84 | 2015 | J. Allen Berryman Chief Financial Officer | 350.0K | — | 297.5K | — | 185.8K | 33.8K | 867.0K | 34.31% | ↗ |
| 85 | 2015 | J. Allen Berryman Chief Financial Offıcer, Secretary and Treasurer | 350.0K | — | 297.5K | — | 185.8K | 33.8K | 867.0K | 34.31% | ↗ |
| 86 | 2014 | Matthew W. Morris Chief Executive Officer | 450.0K | — | 3.49M | — | — | 25.2K | 3.96M | 88.01% | ↗ |
| 87 | 2014 | Steven M. Lessack Group President | 400.0K | — | 2.62M | — | 190.5K | 187.5K | 3.40M | 77.10% | ↗ |
| 88 | 2014 | Steven M. Lessack Group President, International | 400.0K | — | 2.62M | — | 190.5K | 187.5K | 3.40M | 77.10% | ↗ |
| 89 | 2014 | Glenn H. Clements Group President, Direct Operations | 400.0K | — | 2.76M | — | 134.1K | 65.1K | 3.36M | 82.16% | ↗ |
| 90 | 2014 | Jason R. Nadeau Group President, Mortgage and Title Services | 350.0K | — | 2.45M | — | 210.0K | 5.9K | 3.02M | 81.24% | ↗ |
| 91 | 2014 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and Principal Financial Officer | 325.5K | — | 2.23M | — | 58.1K | 12.6K | 2.63M | 84.91% | ↗ |
| 92 | 2014 | J. Allen Berryman Chief Financial Officer | 325.5K | — | 2.23M | — | 58.1K | 12.6K | 2.63M | 84.91% | ↗ |
| 93 | 2014 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and | 325.5K | — | 2.23M | — | 58.1K | 12.6K | 2.63M | 84.91% | ↗ |
| 94 | 2013 | Glenn H. Clements Group President Direct Operations | 400.0K | — | 180.0K | — | 1.02M | 23.8K | 1.62M | 11.10% | ↗ |
| 95 | 2013 | Glenn H. Clements Group President, Direct Operations | 400.0K | — | 180.0K | — | 1.02M | 23.8K | 1.62M | 11.10% | ↗ |
| 96 | 2013 | Matthew W. Morris Chief Executive Officer | 400.0K | — | 300.0K | — | 846.0K | 35.3K | 1.58M | 18.97% | ↗ |
| 97 | 2013 | Steven M. Lessack Group President, International | 400.0K | — | 120.0K | — | 569.6K | 135.3K | 1.22M | 9.80% | ↗ |
| 98 | 2013 | Steven M. Lessack Group President International | 400.0K | — | 120.0K | — | 569.6K | 135.3K | 1.22M | 9.80% | ↗ |
| 99 | 2013 | Jason R. Nadeau Group President Mortgage and Title Services | 350.0K | — | 210.0K | — | 540.1K | 2.8K | 1.10M | 19.04% | ↗ |
| 100 | 2013 | Jason R. Nadeau Group President, Mortgage and Title Services | 350.0K | — | 210.0K | — | 540.1K | 2.8K | 1.10M | 19.04% | ↗ |
| 101 | 2013 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and | 310.0K | — | 139.5K | — | 339.3K | 9.5K | 798.3K | 17.48% | ↗ |
| 102 | 2013 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and Principal Financial Officer | 310.0K | — | 139.5K | — | 339.3K | 9.5K | 798.3K | 17.48% | ↗ |
| 103 | 2012 | Glenn H. Clements Group President Direct Operations | 400.0K | 500.0K | 180.0K | — | 763.5K | 22.8K | 1.87M | 9.64% | ↗ |
| 104 | 2012 | Glenn H. Clements Group President, Direct Operations | 400.0K | 500.0K | 180.0K | — | 763.5K | 22.8K | 1.87M | 9.64% | ↗ |
| 105 | 2012 | Jason R. Nadeau Group President Mortgage and Title Services | 350.0K | 500.0K | 210.2K | — | 696.2K | — | 1.76M | 11.97% | ↗ |
| 106 | 2012 | Jason R. Nadeau Group President, Mortgage and Title Services | 350.0K | 500.0K | 210.2K | — | 696.2K | — | 1.76M | 11.97% | ↗ |
| 107 | 2012 | Steven M. Lessack Group President International | 400.0K | 150.0K | 120.0K | — | 472.9K | 272.8K | 1.42M | 8.48% | ↗ |
| 108 | 2012 | Steven M. Lessack Group President, International | 400.0K | 150.0K | 120.0K | — | 472.9K | 272.8K | 1.42M | 8.48% | ↗ |
| 109 | 2012 | Matthew W. Morris Chief Executive Officer | 400.0K | — | 300.0K | — | 480.0K | 10.8K | 1.19M | 25.19% | ↗ |
| 110 | 2012 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and Principal Financial Officer | 310.0K | — | 139.5K | — | 131.3K | 11.4K | 592.2K | 23.56% | ↗ |
| 111 | 2012 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and | 310.0K | — | 139.5K | — | 131.3K | 11.4K | 592.2K | 23.56% | ↗ |
| 112 | 2011 | Matthew W. Morris Chief Executive Officer | 305.0K | 225.0K | — | — | 67.9K | 11.6K | 609.5K | 0.00% | ↗ |
| 113 | 2011 | Malcolm S. Morris Former Chairman of the Board and Co-Chief Executive Officer | 305.0K | — | — | — | 109.9K | 141.8K | 556.7K | 0.00% | ↗ |
| 114 | 2011 | Stewart Morris, Jr. Former President and Co-Chief Executive Officer | 305.0K | — | — | — | 109.9K | 124.0K | 538.9K | 0.00% | ↗ |
| 115 | 2011 | Michael B. Skalka President — Stewart Title Guaranty Company | 500.0K | — | — | — | — | 34.9K | 534.9K | 0.00% | ↗ |
| 116 | 2011 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and Principal Financial Officer | 250.0K | 150.0K | 181.6K | — | — | 9.1K | 409.1K | 44.40% | ↗ |
| 117 | 2011 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and | 250.0K | 150.0K | — | — | — | 9.1K | 409.1K | 0.00% | ↗ |
| 118 | 2010 | Malcolm S. Morris Former Chairman of the Board and Co-Chief Executive Officer | 305.0K | 100.0K | 390.5K | — | 319.0K | 145.7K | 1.26M | 30.99% | ↗ |
| 119 | 2010 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 305.0K | 100.0K | 390.5K | — | 319.0K | 145.7K | 1.26M | 30.99% | ↗ |
| 120 | 2010 | Stewart Morris, Jr. Former President and Co-Chief Executive Officer | 305.0K | 100.0K | 390.5K | — | 319.0K | 117.9K | 1.23M | 31.68% | ↗ |
| 121 | 2010 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 305.0K | 100.0K | 390.5K | — | 319.0K | 117.9K | 1.23M | 31.68% | ↗ |
| 122 | 2010 | Michael B. Skalka President — Stewart Title Guaranty Company | 500.0K | — | 243.6K | — | — | 34.7K | 778.3K | 31.30% | ↗ |
| 123 | 2010 | Matthew W. Morris Chief Executive Officer | 275.0K | 150.0K | — | — | 38.1K | 11.2K | 692.6K | 0.00% | ↗ |
| 124 | 2010 | Matthew W. Morris Senior Executive Vice President | 275.0K | 150.0K | 218.4K | — | 38.1K | 11.2K | 692.6K | 31.53% | ↗ |
| 125 | 2010 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and Principal Financial Officer | 250.0K | 150.0K | — | — | — | 7.4K | 589.0K | 0.00% | ↗ |
| 126 | 2010 | J. Allen Berryman Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 250.0K | 150.0K | 181.6K | — | — | 7.4K | 589.0K | 30.84% | ↗ |
| 127 | 2010 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and | 250.0K | 150.0K | 181.6K | — | — | 7.4K | 589.0K | 30.84% | ↗ |
| 128 | 2010 | E. Ashley Smith Executive Vice President and Chief Legal Officer | 300.0K | 50.0K | 96.6K | — | — | 8.5K | 455.1K | 21.23% | ↗ |
| 129 | 2009 | Stewart Morris, Jr. Former President and Co-Chief Executive Officer | 253.8K | 200.0K | 357.2K | — | — | 151.3K | 962.3K | 37.12% | ↗ |
| 130 | 2009 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 253.8K | 200.0K | 357.2K | — | — | 151.3K | 962.3K | 37.12% | ↗ |
| 131 | 2009 | Malcolm S. Morris Former Chairman of the Board and Co-Chief Executive Officer | 253.8K | 200.0K | 357.2K | — | — | 137.8K | 948.8K | 37.65% | ↗ |
| 132 | 2009 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 253.8K | 200.0K | 357.2K | — | — | 137.8K | 948.8K | 37.65% | ↗ |
| 133 | 2009 | Michael B. Skalka President — Stewart Title Guaranty Company | 500.0K | 25.0K | 125.4K | — | — | 11.4K | 661.8K | 18.95% | ↗ |
| 134 | 2009 | Matthew W. Morris Chief Executive Officer | 200.0K | 175.0K | 270.5K | — | — | 11.5K | 656.9K | 41.17% | ↗ |
| 135 | 2009 | Matthew W. Morris Senior Executive Vice President | 200.0K | 175.0K | 270.5K | — | — | 11.5K | 656.9K | 41.17% | ↗ |
| 136 | 2009 | J. Allen Berryman Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 250.0K | 150.0K | 224.5K | — | — | 7.6K | 632.1K | 35.52% | ↗ |
| 137 | 2009 | J. Allen Berryman Chief Financial Officer, Secretary, Treasurer and | 250.0K | 150.0K | 224.5K | — | — | 7.6K | 632.1K | 35.52% | ↗ |
| 138 | 2009 | E. Ashley Smith Executive Vice President and Chief Legal Officer | 300.0K | 50.0K | 54.5K | — | — | 8.4K | 412.9K | 13.20% | ↗ |
| 139 | 2008 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 225.0K | — | 349.6K | — | — | 138.1K | 712.6K | 49.05% | ↗ |
| 140 | 2008 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 225.0K | — | 349.6K | — | — | 114.5K | 689.0K | 50.73% | ↗ |
| 141 | 2008 | Max Crisp Former Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 207.0K | 140.0K | 187.9K | — | — | 60.3K | 595.2K | 31.57% | ↗ |
| 142 | 2008 | Matthew W. Morris Senior Executive Vice President | 200.0K | 100.0K | 233.0K | — | — | 15.0K | 548.0K | 42.52% | ↗ |
| 143 | 2008 | E. Ashley Smith Executive Vice President and Chief Legal Officer | 300.0K | — | 58.3K | — | — | 11.1K | 369.4K | 15.77% | ↗ |
| 144 | 2008 | J. Allen Berryman Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 87.3K | 37.5K | — | — | — | 3.0K | 127.8K | 0.00% | ↗ |
| 145 | 2007 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 225.0K | 140.0K | — | — | — | 128.5K | 493.5K | 0.00% | ↗ |
| 146 | 2007 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 225.0K | 140.0K | — | — | — | 119.2K | 484.2K | 0.00% | ↗ |
| 147 | 2007 | Max Crisp Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 207.0K | 140.0K | — | — | — | 56.2K | 403.2K | 0.00% | ↗ |
| 148 | 2007 | Max Crisp Former Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 207.0K | 140.0K | — | — | — | 56.2K | 403.2K | 0.00% | ↗ |
| 149 | 2007 | E. Ashley Smith Executive Vice President and Chief Legal Officer | 347.7K | — | — | 9.5K | — | 10.9K | 368.1K | 2.58% | ↗ |
| 150 | 2007 | Matthew W. Morris Senior Executive Vice President | 200.0K | 140.0K | — | 15.2K | — | 12.7K | 367.9K | 4.12% | ↗ |
| 151 | 2006 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 175.0K | — | — | — | 486.3K | 111.8K | 773.1K | 0.00% | ↗ |
| 152 | 2006 | Malcolm S. Morris President and Co-Chief Executive Officer | 175.0K | — | — | — | 486.3K | 111.8K | 773.1K | 0.00% | ↗ |
| 153 | 2006 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 175.0K | — | — | — | 486.3K | 95.0K | 756.3K | 0.00% | ↗ |
| 154 | 2006 | Max Crisp Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 200.0K | — | — | — | 296.0K | 70.5K | 566.5K | 0.00% | ↗ |
| 155 | 2006 | Max Crisp Former Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 200.0K | — | — | — | 296.0K | 70.5K | 566.5K | 0.00% | ↗ |
| 156 | 2006 | E. Ashley Smith Executive Vice President and Chief Legal Officer | 316.7K | 62.5K | — | — | — | 11.3K | 390.4K | 0.00% | ↗ |
| 157 | 2006 | E. Ashley Smith Executive Vice President and General Counsel | 316.7K | 62.5K | — | — | — | 11.3K | 390.4K | 0.00% | ↗ |
| 158 | 2006 | Matthew W. Morris Senior Vice President | 150.0K | 25.0K | — | — | 105.6K | 12.0K | 292.5K | 0.00% | ↗ |
| 159 | 2006 | Matthew W. Morris Senior Executive Vice President | 150.0K | 25.0K | — | — | 105.6K | 12.0K | 292.5K | 0.00% | ↗ |
| 160 | 2005 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 165.0K | 676.2K | — | 25.0K | — | 13.8K | 879.9K | 2.84% | ↗ |
| 161 | 2005 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 165.0K | 676.2K | — | 25.0K | — | 12.3K | 878.5K | 2.85% | ↗ |
| 162 | 2005 | Max Crisp Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 160.0K | 468.9K | — | 16.5K | — | 113.3K | 758.7K | 2.17% | ↗ |
| 163 | 2005 | Matthew W. Morris Senior Vice President | 150.0K | 150.5K | — | — | — | 2.9K | 303.4K | 0.00% | ↗ |
| 164 | 2004 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 150.0K | 650.1K | — | 25.0K | — | 31.5K | 856.6K | 2.92% | ↗ |
| 165 | 2004 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 150.0K | 650.1K | — | 25.0K | — | 21.1K | 846.1K | 2.95% | ↗ |
| 166 | 2004 | Max Crisp Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 156.0K | 444.1K | — | 16.5K | — | 115.0K | 731.5K | 2.26% | ↗ |
| 167 | 2004 | Matthew W. Morris Senior Vice President | 100.6K | 119.5K | — | — | — | 2.3K | 222.4K | 0.00% | ↗ |
| 168 | 2003 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 150.0K | 809.5K | — | 25.0K | — | 48.6K | 1.03M | 2.42% | ↗ |
| 169 | 2003 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 150.0K | 809.5K | — | 25.0K | — | 32.1K | 1.02M | 2.46% | ↗ |
| 170 | 2003 | Max Crisp Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 155.0K | 563.6K | — | 16.5K | — | 120.6K | 855.7K | 1.93% | ↗ |
| 171 | 2002 | Malcolm S. Morris Chairman of the Board and Co-Chief Executive Officer | 150.0K | 686.6K | — | 25.0K | — | 10.9K | 872.5K | 2.87% | ↗ |
| 172 | 2002 | Stewart Morris, Jr. President and Co-Chief Executive Officer | 150.0K | 686.6K | — | 25.0K | — | 8.7K | 870.2K | 2.87% | ↗ |
| 173 | 2002 | Max Crisp Executive Vice President and Chief Financial Officer, Secretary and Treasurer | 150.0K | 377.4K | — | 16.5K | — | 119.6K | 663.6K | 2.49% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Frederick Henry Eppinger Jr. | Chief Executive Officer & Director | 3M | male |
| David C. Hisey | Chief Financial Officer & Treasurer | 1M | male |
| Ryan Swed | Group President | 1M | male |
| Erin Sheckler | Group President | 1M | female |
| Elizabeth K. Giddens | Chief Legal Officer & Corporate Secretary | 876.0K | female |
| Brad A. Rable | President of Technology & Operations | 692.2K | male |
| Matthew W. Morris | Advisor & Director | 100.0K | male |
| Peggy Sue Lane | National Sales Director | — | female |
| Mary Thomas | Chief Compliance & Regulatory Officer | — | female |
| Brian K. Glaze | Principal Accounting Officer, Senior Vice President & Controller | — | male |
| John Hamm | Chief Information Officer | — | male |
ESG Rating
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for STC
Short-term intention
Target Price Distribution
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.
