Sun Communities, Inc. (SUI)
Southfield, MI, US
Sun Communities, Inc., a Real Estate Investment Trust (REIT), possessed or managed a substantial portfolio of 603 developed manufactured housing, RV, and marina properties as of March 31, 2022. These holdings comprised nearly 159,300 individual developed sites and over 45,700 wet slips and dry storage spaces. Its operational reach spans 39 U.S. states, Canada, Puerto Rico, and the UK.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.07% | -3.13% | -3.27% | -9.38% | -4.02% | -0.20% | -0.13% | -2.35% | -26.77% | +77.09% | +510.67% |
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 | 5 | +1 |
| Buy | 8 | -1 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 4 |
142.75
+18.2%
|
| Last Quarter | 8 |
143.38
+18.7%
|
| Last Year | 21 |
140.14
+16.0%
|
| All Time | 28 |
150.36
+24.5%
|
-
Revenue growth-27.9% Q1'26: +7.4% (vs Q1'25)
-
EPS growth+1,426.8% Q1'26: +79.4% (vs Q1'25)
-
FCF margin— Q1'26: +53.8% (vs Q1'25)
-
EBIT margin— Q1'26: +8.0% (vs Q1'25)
-
ROIC— Q1'26: +0.9% (vs Q1'25)
-
Share dilution-1.8% Q1'26: -3.3% (vs Q1'25)
-
Debt / EBITDA2.68× Q1'26: 6.10× (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 2010 actual |
Dec 2011 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 6 Rev. Ana. 4 EPS Ana. |
Dec 2027 7 Rev. Ana. 5 EPS Ana. |
Dec 2028 4 Rev. Ana. 5 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
257.43M
est: 313.75M (-18.0%)
|
279.09M
est: 1.23B (-77.4%)
|
658.79M
est: 552.26M (+19.3%)
|
815.67M
est: 649.20M (+25.6%)
|
961.39M
est: 791.69M (+21.4%)
|
1.11B
est: 1.00B (+10.2%)
|
1.25B
est: 1.09B (+15.3%)
|
1.38B
est: 1.24B (+11.5%)
|
2.26B
est: 2.03B (+11.4%)
|
2.93B
est: 2.83B (+3.5%)
|
3.18B
est: 3.21B (-1.0%)
|
3.20B
est: 3.21B (-0.3%)
|
2.31B
est: 2.27B (+1.7%)
|
2.32B
2.30B – 2.35B
+2.3% YoY
|
2.34B
2.28B – 2.36B
+0.7% YoY
|
2.37B
2.36B – 2.39B
+1.6% YoY
|
2.83B
2.78B – 2.88B
+19.4% YoY
|
2.96B
2.90B – 3.01B
+4.3% YoY
|
| EBITDA |
131.29M
est: 214.44M (-38.8%)
|
141.75M
est: 256.81M (-44.8%)
|
452.65M
est: 213.52M (+112.0%)
|
375.84M
est: 513.94M (-26.9%)
|
474.80M
est: 232.65M (+104.1%)
|
541.76M
est: 227.95M (+137.7%)
|
604.60M
est: 235.98M (+156.2%)
|
666.70M
est: 259.91M (+156.5%)
|
1.10B
est: 1.01B (+8.8%)
|
1.11B
est: 1.31B (-15.4%)
|
771.60M
est: 1.12B (-31.2%)
|
1.10B
est: 1.12B (-1.7%)
|
683.80M
est: 792.18M (-13.7%)
|
810.55M
803.74M – 820.77M
+2.3% YoY
|
816.48M
796.97M – 826.24M
+0.7% YoY
|
829.65M
824.32M – 834.98M
+1.6% YoY
|
990.75M
971.22M – 1.01B
+19.4% YoY
|
1.03B
1.01B – 1.05B
+4.3% YoY
|
| EBIT |
62.43M
est: 106.33M (-41.3%)
|
67.55M
est: 124.84M (-45.9%)
|
275.01M
est: 515.13M (-46.6%)
|
154.07M
est: 258.55M (-40.4%)
|
213.27M
est: 236.95M (-10.0%)
|
254.50M
est: 235.15M (+8.2%)
|
297.33M
est: 221.24M (+34.4%)
|
299.70M
est: 302.23M (-0.8%)
|
577.90M
est: 412.40M (+40.1%)
|
503.90M
est: 523.34M (-3.7%)
|
111.60M
est: 430.72M (-74.1%)
|
422.20M
est: 430.76M (-2.0%)
|
175.90M
est: 304.03M (-42.1%)
|
311.08M
308.46M – 315.00M
+2.3% YoY
|
313.36M
305.86M – 317.10M
+0.7% YoY
|
318.41M
316.36M – 320.45M
+1.6% YoY
|
380.24M
372.74M – 386.66M
+19.4% YoY
|
396.62M
388.80M – 403.32M
+4.3% YoY
|
| Net Income |
-2.88M
est: -1.50M (-92.7%)
|
-1.09M
est: -4.54M (+76.1%)
|
155.45M
est: 940.00M (-83.5%)
|
26.32M
est: 15.44M (+70.4%)
|
72.18M
est: 81.15M (-11.1%)
|
107.23M
est: 95.45M (+12.3%)
|
161.55M
est: 129.79M (+24.5%)
|
131.61M
est: 39.61M (+232.3%)
|
380.20M
est: 325.06M (+17.0%)
|
242.00M
est: 351.93M (-31.2%)
|
-213.30M
est: 63.70M (-434.9%)
|
89.00M
est: 326.82M (-72.8%)
|
1.37B
est: 1.26B (+9.3%)
|
299.79M
298.27M – 301.31M
-76.2% YoY
|
363.80M
347.23M – 366.10M
+21.4% YoY
|
373.36M
354.64M – 439.60M
+2.6% YoY
|
467.75M
455.76M – 478.02M
+25.3% YoY
|
470.87M
458.81M – 481.21M
+0.7% YoY
|
| SGA |
24.81M
est: 38.52M (-35.6%)
|
27.28M
est: 51.62M (-47.2%)
|
47.46M
est: 194.78M (-75.6%)
|
63.66M
est: 98.61M (-35.4%)
|
83.97M
est: 87.04M (-3.5%)
|
81.43M
est: 81.20M (+0.3%)
|
92.78M
est: 72.33M (+28.3%)
|
109.62M
est: 114.02M (-3.9%)
|
181.30M
est: 184.43M (-1.7%)
|
257.40M
est: 266.92M (-3.6%)
|
272.10M
est: 287.98M (-5.5%)
|
295.30M
est: 288.01M (+2.5%)
|
236.70M
est: 203.27M (+16.4%)
|
207.99M
206.24M – 210.61M
+2.3% YoY
|
209.51M
204.50M – 212.02M
+0.7% YoY
|
212.89M
211.52M – 214.26M
+1.6% YoY
|
254.23M
249.22M – 258.52M
+19.4% YoY
|
265.18M
259.95M – 269.66M
+4.3% YoY
|
| EPS |
-0.15
est: -0.56 (+73.0%)
|
-0.05
est: 0.06 (-193.5%)
|
2.53
est: 0.68 (+274.8%)
|
0.27
est: 0.41 (-34.1%)
|
0.85
est: 0.93 (-8.6%)
|
1.32
est: 1.42 (-6.7%)
|
1.83
est: 1.73 (+6.1%)
|
1.34
est: 1.37 (-2.2%)
|
3.36
est: 3.07 (+9.3%)
|
2.00
est: 2.16 (-7.4%)
|
-1.73
est: 0.52 (-435.5%)
|
0.71
est: 2.62 (-72.9%)
|
10.84
est: 10.19 (+6.4%)
|
2.40
2.39 – 2.41
-76.4% YoY
|
2.88
2.78 – 2.93
+19.9% YoY
|
3.24
2.84 – 3.52
+12.7% YoY
|
3.75
3.65 – 3.83
+15.5% YoY
|
3.77
3.67 – 3.85
+0.7% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-29 | Wells Fargo | Overweight | Overweight | Maintain |
| 2026-05-22 | Barclays | Overweight | Overweight | Maintain |
| 2026-05-05 | Truist Securities | Buy | Buy | Maintain |
| 2026-04-29 | Evercore ISI Group | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-15 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-14 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-13 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-12 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-11 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-08 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
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 | 16.59M | 13.89% | — | 211.0K | 16.24M | 351.2K | IA | — | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 10.53M | 9.10% | 8.96M | — | 10.53M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 7.33M | 5.88% | — | — | 7.29M | 43.4K | FI, OO | NORWAY | 2024-11-07 | ↗ |
| 4 | 13-3353336 | 6.80M | 6.32% | — | 13.00 | 6.80M | — | IA, CO | Delaware | 2021-02-16 | ↗ |
| 5 | Cohen & Steers, Inc. 14-1904657 | 6.53M | 5.46% | 4.53M | — | 6.53M | — | HC, CO | Delaware | 2022-02-14 | ↗ |
| 6 | Edward C. Johnson 3d | 6.48M | 13.49% | — | — | 6.48M | — | IN | Delaware | 2014-11-10 | ↗ |
| 7 | FMR LLC | 6.48M | 13.49% | 1.78M | — | 6.48M | — | HC | Delaware | 2014-11-10 | ↗ |
| 8 | Cohen & Steers Capital Management, Inc. 13-3353336 | 6.39M | 5.35% | 4.51M | — | 6.39M | — | IA, CO | Delaware | 2022-02-14 | ↗ |
| 9 | Daiwa Asset Management Co. Ltd. | 3.69M | 4.70% | 3.69M | — | 8.7K | 3.69M | FI | Japan | 2018-02-01 | ↗ |
| 10 | CBRE Clarion Securities, LLC | 1.99M | 2.50% | 1.11M | — | 1.99M | — | IA | state of Delaware | 2018-02-12 | ↗ |
| 11 | Cohen & Steers UK Limited | 133.4K | 0.11% | 17.3K | — | 133.4K | — | IA, CO | Delaware | 2022-02-14 | ↗ |
| 12 | Cohen & Steers Ireland Limited | 2.9K | 0.00% | 2.9K | — | 2.9K | — | FI, CO | Delaware | 2022-02-14 | ↗ |
| 13 | Cohen & Steers Asia Limited | — | 0.00% | — | — | — | — | IA, CO | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 189.0K +189.0K (+100.0%) | 23.42B +23.4B (+100.0%) | 0.15% +0.153 pp | 0.60% +0.597 pp | USD123.91 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 16.66M -1.6M (-8.9%) | 2.06B -294.4M (-12.5%) | 13.45% -1.008 pp | 0.03% -0.005 pp | USD95.25 +30.1% | 84 qtrs — |
| 3 | DODGE & COX | 14.49M +11.1K (+0.1%) | 1.80B -72.3M (-3.9%) | 11.70% +0.249 pp | 0.97% -0.039 pp | USD126.00 -1.7% | 8 qtrs — |
| 4 | BLACKROCK, INC. | 10.66M -773.6K (-6.8%) | 1.32B -154.1M (-10.4%) | 8.61% -0.435 pp | 0.02% -0.004 pp | USD134.32 -7.8% | 6 qtrs — |
| 5 | COHEN & STEERS, INC. | 10.06M -919.3K (-8.4%) | 1.25B -169.7M (-12.0%) | 8.12% -0.560 pp | 2.25% -0.301 pp | USD137.53 -9.9% | 52 qtrs — |
| 6 | NORGES BANK | 6.08M +6.1M (+100.0%) | 753.36M +753.4M (+100.0%) | 4.91% +4.907 pp | 0.08% +0.081 pp | USD123.91 +0.0% | 1 qtrs NEW |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | 5.56M -813.5K (-12.8%) | 688.95M -133.2M (-16.2%) | 4.49% -0.551 pp | 0.07% -0.014 pp | USD129.06 -4.0% | 56 qtrs — |
| 8 | STATE STREET CORP | 5.30M -81.2K (-1.5%) | 662.47M -37.4M (-5.3%) | 4.28% +0.024 pp | 0.02% -0.002 pp | USD120.35 +3.0% | 51 qtrs — |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 5.04M +554.1K (+12.4%) | 624.49M +45.8M (+7.9%) | 4.07% +0.522 pp | 0.11% +0.008 pp | USD128.96 -3.9% | 43 qtrs — |
| 10 | FMR LLC | 4.87M -408.9K (-7.7%) | 603.29M -77.5M (-11.4%) | 3.93% -0.242 pp | 0.03% -0.005 pp | USD121.23 +2.2% | 65 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.34M +9.5K (+0.4%) | 288.94M -10.6M (-3.5%) | 1.89% +0.046 pp | 0.02% -0.001 pp | USD116.41 +6.4% | 78 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.76M -28.2K (-1.6%) | 218.18M -12.6M (-5.5%) | 1.42% +0.007 pp | 0.05% -0.004 pp | USD96.56 +28.3% | 51 qtrs — |
| 13 | DAIWA SECURITIES GROUP INC. | 1.51M -294.0K (-16.3%) | 187.25M -45.6M (-19.6%) | 1.22% -0.207 pp | 0.60% -0.188 pp | USD134.44 -7.8% | 57 qtrs — |
| 14 | UBS ASSET MANAGEMENT AMERICAS INC | 1.47M +1.5M (+37,933.1%) | 182.66M +182.2M (+36,432.4%) | 1.19% +1.187 pp | 0.04% +0.039 pp | USD123.93 0.0% | 67 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.47M +105.6K (+7.7%) | 182.23M +6.1M (+3.5%) | 1.19% +0.108 pp | 0.03% +0.000 pp | USD117.18 +5.7% | 100 qtrs — |
| 16 | CITADEL ADVISORS LLC | 1.25M -114.4K (-8.4%) | 155.27M -21.1M (-12.0%) | 1.01% -0.070 pp | 0.02% -0.004 pp | USD128.58 -3.6% | 52 qtrs — |
| 17 | DEUTSCHE BANK AG\ | 1.24M +189.0K (+17.9%) | 154.13M +18.0M (+13.3%) | 1.00% +0.170 pp | 0.05% +0.005 pp | USD126.32 -1.9% | 50 qtrs — |
| 18 | LEGAL & GENERAL GROUP PLC | 1.08M +65.1K (+6.4%) | 133.90M +2.9M (+2.2%) | 0.87% +0.069 pp | 0.03% +0.000 pp | USD124.20 -0.2% | 75 qtrs — |
| 19 | NORTHERN TRUST CORP | 1.04M -2.7K (-0.3%) | 128.71M -5.6M (-4.2%) | 0.84% +0.015 pp | 0.02% -0.001 pp | USD111.61 +11.0% | 51 qtrs — |
| 20 | CANADA PENSION PLAN INVESTMENT BOARD | 1.03M +— (+0.0%) | 127.75M -5.2M (-3.9%) | 0.83% +0.017 pp | 0.09% -0.008 pp | USD146.13 -15.2% | 36 qtrs — |
| 21 | NUVEEN, LLC | 982.9K -5.0K (-0.5%) | 121.79M -5.7M (-4.4%) | 0.79% +0.012 pp | 0.03% -0.002 pp | USD128.75 -3.8% | 4 qtrs — |
| 22 | MORGAN STANLEY | 954.7K +39.5K (+4.3%) | 118.30M +233.8K (+0.2%) | 0.77% +0.047 pp | 0.01% 0.000 pp | USD157.42 -21.3% | 51 qtrs — |
| 23 | JANE STREET GROUP, LLC | 942.4K +169.1K (+21.9%) | 116.78M +17.0M (+17.1%) | 0.76% +0.149 pp | 0.02% +0.003 pp | USD127.91 -3.1% | 28 qtrs — |
| 24 | CAPITAL INTERNATIONAL INVESTORS | 882.8K +998.0 (+0.1%) | 109.39M -4.4M (-3.8%) | 0.71% +0.015 pp | 0.02% -0.001 pp | USD125.77 -1.5% | 5 qtrs — |
| 25 | RUSSELL INVESTMENTS GROUP, LTD. | 798.4K -143.7K (-15.3%) | 98.93M -22.6M (-18.6%) | 0.64% -0.100 pp | 0.11% -0.030 pp | USD127.78 -3.0% | 37 qtrs — |
| 26 | MILLENNIUM MANAGEMENT LLC | 774.0K +88.6K (+12.9%) | 95.90M +7.5M (+8.5%) | 0.62% +0.083 pp | 0.04% +0.003 pp | USD128.25 -3.4% | 52 qtrs — |
| 27 | BALYASNY ASSET MANAGEMENT L.P. | 767.2K +463.3K (+152.5%) | 95.06M +55.9M (+142.5%) | 0.62% +0.379 pp | 0.12% +0.071 pp | USD125.93 -1.6% | 25 qtrs — |
| 28 | BANK OF NEW YORK MELLON CORP | 692.0K +155.9K (+29.1%) | 85.75M +16.6M (+24.0%) | 0.56% +0.135 pp | 0.02% +0.002 pp | USD124.41 -0.4% | 66 qtrs — |
| 29 | JPMORGAN CHASE & CO | 650.4K +149.2K (+29.8%) | 80.60M +15.9M (+24.6%) | 0.53% +0.129 pp | 0.01% +0.001 pp | USD139.82 -11.4% | 51 qtrs — |
| 30 | HSBC HOLDINGS PLC | 596.6K +51.9K (+9.5%) | 74.04M +4.0M (+5.7%) | 0.48% +0.051 pp | 0.04% -0.001 pp | USD126.72 -2.2% | 51 qtrs — |
| 31 | SEI INVESTMENTS CO | 580.0K +46.5K (+8.7%) | 71.87M +3.0M (+4.4%) | 0.47% +0.046 pp | 0.07% -0.003 pp | USD129.86 -4.6% | 45 qtrs — |
| 32 | BANK OF AMERICA CORP /DE/ | 519.9K -22.0K (-4.1%) | 64.42M -5.5M (-7.9%) | 0.42% -0.009 pp | 0.00% 0.000 pp | USD129.71 -4.5% | 52 qtrs — |
| 33 | QUBE RESEARCH & TECHNOLOGIES LTD | 469.9K +461.8K (+5,683.2%) | 58.22M +57.2M (+5,455.0%) | 0.38% +0.373 pp | 0.06% +0.058 pp | USD124.00 -0.1% | 2 qtrs — |
| 34 | FRANKLIN RESOURCES INC | 420.0K +299.9K (+249.6%) | 52.05M +36.6M (+235.8%) | 0.34% +0.244 pp | 0.01% +0.009 pp | USD125.43 -1.2% | 21 qtrs — |
| 35 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 419.2K -22.9K (-5.2%) | 51.94M -5.1M (-8.9%) | 0.34% -0.011 pp | 0.03% -0.002 pp | USD131.17 -5.5% | 59 qtrs — |
| 36 | ALYESKA INVESTMENT GROUP, L.P. | 409.5K +81.9K (+25.0%) | 50.74M +8.5M (+20.1%) | 0.33% +0.072 pp | 0.14% +0.016 pp | USD127.98 -3.2% | 14 qtrs — |
| 37 | GW&K INVESTMENT MANAGEMENT, LLC | 398.0K -17.3K (-4.2%) | 49.32M -4.3M (-7.9%) | 0.32% -0.007 pp | 0.43% -0.048 pp | USD116.53 +6.3% | 41 qtrs — |
| 38 | SWISS NATIONAL BANK | 343.0K -25.0K (-6.8%) | 42.50M -5.0M (-10.5%) | 0.28% -0.014 pp | 0.03% -0.002 pp | USD122.51 +1.1% | 51 qtrs — |
| 39 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 337.0K +101.9K (+43.3%) | 41.76M +11.4M (+37.7%) | 0.27% +0.086 pp | 0.07% +0.016 pp | USD127.46 -2.8% | 2 qtrs — |
| 40 | PRUDENTIAL FINANCIAL INC | 310.8K +106.6K (+52.2%) | 38.51M +12.2M (+46.2%) | 0.25% +0.089 pp | 0.05% +0.015 pp | USD129.60 -4.4% | 70 qtrs — |
| 41 | FIRST TRUST ADVISORS LP | 307.2K +1.2K (+0.4%) | 38.06M -1.4M (-3.6%) | 0.25% +0.006 pp | 0.03% -0.002 pp | USD129.98 -4.7% | 51 qtrs — |
| 42 | APG ASSET MANAGEMENT US INC. | 304.1K -33.1K (-9.8%) | 37.68M -5.6M (-13.0%) | 0.25% -0.021 pp | 0.30% -0.024 pp | USD133.82 -7.4% | 27 qtrs — |
| 43 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 285.5K +50.7K (+21.6%) | 35.37M +5.1M (+16.8%) | 0.23% +0.045 pp | 5.88% +0.321 pp | USD138.22 -10.4% | 17 qtrs — |
| 44 | VISION CAPITAL CORP | 283.3K +1.5K (+0.5%) | 35.11M -1.3M (-3.4%) | 0.23% +0.006 pp | 15.46% +4.833 pp | USD151.12 -18.0% | 16 qtrs — |
| 45 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 282.0K -26.2K (-8.5%) | 34.94M -4.8M (-12.1%) | 0.23% -0.016 pp | 0.02% -0.004 pp | USD132.72 -6.6% | 58 qtrs — |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 272.2K +69.2K (+34.1%) | 33.73M +7.5M (+28.8%) | 0.22% +0.059 pp | 0.00% +0.001 pp | USD126.72 -2.2% | 27 qtrs — |
| 47 | GOLDMAN SACHS GROUP INC | 271.5K -74.2K (-21.5%) | 33.64M -11.0M (-24.6%) | 0.22% -0.054 pp | 0.00% -0.001 pp | USD129.83 -4.6% | 73 qtrs — |
| 48 | INVESCO LTD. | 264.2K +22.1K (+9.1%) | 32.74M +1.5M (+4.8%) | 0.21% +0.022 pp | 0.01% +0.000 pp | USD170.86 -27.5% | 57 qtrs — |
| 49 | WHITTIER TRUST CO | 264.5K +21.4K (+8.8%) | 32.50M +852.1K (+2.7%) | 0.21% +0.021 pp | 0.35% -0.008 pp | USD136.03 -8.9% | 29 qtrs — |
| 50 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 262.1K +— (+0.0%) | 32.48M -1.3M (-3.9%) | 0.21% +0.004 pp | 0.48% -0.005 pp | USD135.89 -8.8% | 52 qtrs — |
| 51 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 264.7K -72.2K (-21.4%) | 32.32M -11.0M (-25.3%) | 0.21% -0.053 pp | 0.05% -0.017 pp | USD193.60 -36.0% | 17 qtrs — |
| 52 | AMUNDI | 260.8K +22.3K (+9.3%) | 32.32M +1.9M (+6.3%) | 0.21% +0.022 pp | 0.01% -0.001 pp | USD138.72 -10.7% | 19 qtrs — |
| 53 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 254.9K -19.2K (-7.0%) | 31.62M -3.7M (-10.6%) | 0.21% -0.011 pp | 0.05% -0.007 pp | USD128.55 -3.6% | 4 qtrs — |
| 54 | CRAMER ROSENTHAL MCGLYNN LLC | 254.3K -9.6K (-3.6%) | 31.51M -2.5M (-7.4%) | 0.21% -0.003 pp | 2.03% -0.089 pp | USD127.84 -3.1% | 10 qtrs — |
| 55 | ASSET MANAGEMENT ONE CO., LTD. | 235.6K +2.8K (+1.2%) | 29.40M -626.7K (-2.1%) | 0.19% +0.006 pp | 0.08% -0.005 pp | USD103.87 +19.3% | 53 qtrs — |
| 56 | CITIGROUP INC | 233.1K +98.2K (+72.7%) | 28.89M +11.5M (+65.9%) | 0.19% +0.082 pp | 0.01% +0.005 pp | USD126.37 -1.9% | 61 qtrs — |
| 57 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 225.7K -391.0 (-0.2%) | 27.96M -1.2M (-4.2%) | 0.18% +0.003 pp | 0.05% +0.007 pp | USD126.41 -2.0% | 49 qtrs — |
| 58 | NOMURA ASSET MANAGEMENT CO LTD | 212.6K +3.5K (+1.7%) | 26.35M -627.3K (-2.3%) | 0.17% +0.006 pp | 0.07% -0.004 pp | USD124.05 -0.1% | 76 qtrs — |
| 59 | ABRDN PLC | 210.1K +320.0 (+0.2%) | 26.03M -1.1M (-3.9%) | 0.17% +0.004 pp | 0.04% -0.003 pp | USD128.26 -3.4% | 28 qtrs — |
| 60 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 209.7K +2.7K (+1.3%) | 25.61M -1.1M (-4.1%) | 0.17% +0.006 pp | 0.02% -0.002 pp | USD132.39 -6.4% | 58 qtrs — |
| 61 | BARCLAYS PLC | 203.9K +76.6K (+60.2%) | 25.26M +8.1M (+46.9%) | 0.16% +0.064 pp | 0.01% +0.002 pp | USD126.78 -2.3% | 51 qtrs — |
| 62 | NEUBERGER BERMAN GROUP LLC | 203.0K -40.7K (-16.7%) | 25.16M -6.3M (-20.0%) | 0.16% -0.029 pp | 0.02% -0.004 pp | USD132.95 -6.8% | 47 qtrs — |
| 63 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 198.6K -7.2K (-3.5%) | 24.61M -1.9M (-7.3%) | 0.16% -0.002 pp | 0.08% -0.008 pp | USD134.56 -7.9% | 51 qtrs — |
| 64 | UBS GROUP AG | 198.3K -163.5K (-45.2%) | 24.57M -22.1M (-47.4%) | 0.16% -0.126 pp | 0.00% -0.003 pp | USD132.28 -6.3% | 45 qtrs — |
| 65 | SCHRODER INVESTMENT MANAGEMENT GROUP | 197.2K -160.8K (-44.9%) | 24.54M -21.6M (-46.9%) | 0.16% -0.124 pp | 0.02% -0.017 pp | USD137.99 -10.2% | 39 qtrs — |
| 66 | PRIVATE MANAGEMENT GROUP INC | 190.7K -2.2K (-1.1%) | 23.63M -1.3M (-5.0%) | 0.15% +0.001 pp | 0.69% -0.053 pp | USD121.80 +1.7% | 13 qtrs — |
| 67 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 190.6K -13.6K (-6.6%) | 23.62M -2.7M (-10.3%) | 0.15% -0.008 pp | 0.02% -0.003 pp | USD104.01 +19.1% | 52 qtrs — |
| 68 | AMERICAN CENTURY COMPANIES INC | 186.3K +135.5K (+266.5%) | 23.09M +16.5M (+252.0%) | 0.15% +0.110 pp | 0.01% +0.008 pp | USD124.60 -0.6% | 48 qtrs — |
| 69 | ALLIANCEBERNSTEIN L.P. | 183.3K +4.0K (+2.2%) | 22.71M -417.6K (-1.8%) | 0.15% +0.006 pp | 0.01% 0.000 pp | USD114.28 +8.4% | 61 qtrs — |
| 70 | ROYAL BANK OF CANADA | 182.2K -78.3K (-30.1%) | 22.57M -11.0M (-32.8%) | 0.15% -0.059 pp | 0.00% -0.002 pp | USD124.47 -0.4% | 51 qtrs — |
| 71 | STATE OF NEW JERSEY COMMON PENSION FUND D | 165.0K -1.9K (-1.2%) | 20.45M -1.1M (-5.1%) | 0.13% +0.001 pp | 0.07% -0.005 pp | USD84.84 +46.1% | 47 qtrs — |
| 72 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 164.6K +154.4K (+1,519.2%) | 20.39M +19.1M (+1,455.5%) | 0.13% +0.125 pp | 0.02% +0.020 pp | USD124.26 -0.3% | 28 qtrs — |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 163.3K -8.1K (-4.7%) | 20.24M -1.9M (-8.5%) | 0.13% -0.004 pp | 0.01% 0.000 pp | USD139.07 -10.9% | 47 qtrs — |
| 74 | BNP PARIBAS ARBITRAGE, SNC | 162.4K +85.6K (+111.4%) | 20.12M +10.2M (+103.1%) | 0.13% +0.070 pp | 0.01% +0.004 pp | USD126.69 -2.2% | 51 qtrs — |
| 75 | LMR PARTNERS LLP | 158.7K +111.9K (+239.3%) | 19.66M +13.6M (+225.9%) | 0.13% +0.091 pp | 0.04% +0.010 pp | USD125.41 -1.2% | 2 qtrs — |
| 76 | QUANTINNO CAPITAL MANAGEMENT LP | 158.6K +117.8K (+288.4%) | 19.65M +14.4M (+273.1%) | 0.13% +0.096 pp | 0.04% +0.025 pp | USD125.18 -1.0% | 11 qtrs — |
| 77 | MITSUBISHI UFJ TRUST & BANKING CORP | 158.3K +14.5K (+10.1%) | 19.61M +1.1M (+5.8%) | 0.13% +0.014 pp | 0.05% +0.006 pp | USD131.47 -5.8% | 27 qtrs — |
| 78 | SWEDBANK AB | 157.1K +27.7K (+21.4%) | 19.47M +2.8M (+16.6%) | 0.13% +0.025 pp | 0.02% +0.002 pp | USD132.88 -6.8% | 20 qtrs — |
| 79 | RHUMBLINE ADVISERS | 152.9K -3.6K (-2.3%) | 18.95M -1.2M (-6.2%) | 0.12% 0.000 pp | 0.02% -0.001 pp | USD115.53 +7.3% | 55 qtrs — |
| 80 | AQR CAPITAL MANAGEMENT LLC | 152.5K +94.5K (+162.9%) | 18.89M +11.4M (+152.5%) | 0.12% +0.077 pp | 0.01% +0.005 pp | USD127.06 -2.5% | 66 qtrs — |
| 81 | POINT72 ASSET MANAGEMENT, L.P. | 151.4K +151.4K (+100.0%) | 18.76M +18.8M (+100.0%) | 0.12% +0.122 pp | 0.02% +0.021 pp | USD123.91 +0.0% | 1 qtrs NEW |
| 82 | WELLS FARGO & COMPANY/MN | 149.3K +1.5K (+1.0%) | 18.50M -562.9K (-3.0%) | 0.12% +0.004 pp | 0.00% 0.000 pp | USD106.55 +16.3% | 57 qtrs — |
| 83 | HRT FINANCIAL LP | 137.7K +137.7K (+100.0%) | 17.06M +17.1M (+100.0%) | 0.11% +0.111 pp | 0.05% +0.054 pp | USD123.91 +0.0% | 1 qtrs NEW |
| 84 | HUDSON BAY CAPITAL MANAGEMENT LP | 126.4K +126.4K (+100.0%) | 15.67M +15.7M (+100.0%) | 0.10% +0.102 pp | 0.05% +0.052 pp | USD123.91 +0.0% | 3 qtrs — |
| 85 | ALLIANZ ASSET MANAGEMENT GMBH | 121.9K +656.0 (+0.5%) | 15.11M -536.1K (-3.4%) | 0.10% +0.003 pp | 0.02% -0.002 pp | USD127.68 -3.0% | 41 qtrs — |
| 86 | CI INVESTMENTS INC. | 120.6K -9.0K (-6.9%) | 14.94M -1.8M (-10.6%) | 0.10% -0.005 pp | 0.07% +0.005 pp | USD142.63 -13.1% | 32 qtrs — |
| 87 | RAYMOND JAMES FINANCIAL INC | 118.8K -6.8K (-5.4%) | 14.72M -1.5M (-9.1%) | 0.10% -0.003 pp | 0.00% -0.001 pp | USD123.02 +0.7% | 5 qtrs — |
| 88 | PRINCIPAL FINANCIAL GROUP INC | 114.8K -4.1K (-3.4%) | 14.22M -1.1M (-7.2%) | 0.09% -0.001 pp | 0.01% -0.001 pp | USD103.92 +19.2% | 66 qtrs — |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 114.5K +— (+0.0%) | 14.19M -582.7K (-3.9%) | 0.09% +0.002 pp | 0.03% -0.001 pp | USD98.48 +25.8% | 51 qtrs — |
| 90 | DEKABANK DEUTSCHE GIROZENTRALE | 110.4K +— (+0.0%) | 13.93M -75.0K (-0.5%) | 0.09% +0.002 pp | 0.02% +0.001 pp | USD152.03 -18.5% | 27 qtrs — |
| 91 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 110.2K +1.3K (+1.2%) | 13.65M -390.9K (-2.8%) | 0.09% +0.003 pp | 0.03% -0.003 pp | USD132.99 -6.8% | 52 qtrs — |
| 92 | KOREA INVESTMENT CORP | 110.0K +52.7K (+91.9%) | 13.63M +6.2M (+84.3%) | 0.09% +0.044 pp | 0.03% +0.012 pp | USD126.36 -1.9% | 24 qtrs — |
| 93 | TEACHER RETIREMENT SYSTEM OF TEXAS | 109.7K -3.5K (-3.1%) | 13.59M -1.0M (-6.9%) | 0.09% -0.001 pp | 0.05% -0.012 pp | USD128.35 -3.5% | 4 qtrs — |
| 94 | WHITTIER TRUST CO OF NEVADA INC | 110.4K +9.3K (+9.2%) | 13.56M +401.2K (+3.0%) | 0.09% +0.009 pp | 0.28% +0.001 pp | USD137.04 -9.6% | 24 qtrs — |
| 95 | MACQUARIE GROUP LTD | 106.9K +2.9K (+2.8%) | 13.25M -165.0K (-1.2%) | 0.09% +0.004 pp | 0.06% +0.042 pp | USD147.21 -15.8% | 66 qtrs — |
| 96 | SG AMERICAS SECURITIES, LLC | 103.7K +97.2K (+1,504.6%) | 12.85M +12.0M (+1,442.1%) | 0.08% +0.079 pp | 0.02% +0.014 pp | USD124.07 -0.1% | 3 qtrs — |
| 97 | AVIVA PLC | 101.7K +5.5K (+5.7%) | 12.60M +189.2K (+1.5%) | 0.08% +0.006 pp | 0.02% -0.001 pp | USD126.48 -2.0% | 30 qtrs — |
| 98 | CHILTON CAPITAL MANAGEMENT LLC | 99.5K -5.3K (-5.1%) | 12.42M -1.2M (-8.8%) | 0.08% -0.003 pp | 0.43% -0.031 pp | USD143.57 -13.7% | 22 qtrs — |
| 99 | THIRD AVENUE MANAGEMENT LLC | 96.9K +136.0 (+0.1%) | 12.01M -427.4K (-3.4%) | 0.08% +0.002 pp | 2.18% -0.152 pp | USD124.28 -0.3% | 11 qtrs — |
| 100 | AMERIPRISE FINANCIAL INC | 96.8K +78.6K (+431.4%) | 12.00M +9.6M (+408.8%) | 0.08% +0.064 pp | 0.00% +0.002 pp | USD124.97 -0.8% | 55 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | McLaren John Bandini | Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 209 | 0.00 | — | 76,428 | D | ↗ |
| 2026-05-26 | Castro-Caratini Fernando | Officer | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 21,261 | 124.37 | 2.64M | 12,487 | D | ↗ |
| 2026-03-27 | Young Charles D. | Director / Officer | A-Award | A | PERFORMANCE RIGHT | 28,151 | 0.00 | — | 28,151 | D | ↗ |
| 2026-03-27 | Weiss Aaron | Officer | A-Award | A | PERFORMANCE RIGHT | 10,321 | 0.00 | — | 10,321 | D | ↗ |
| 2026-03-27 | McLaren John Bandini | Officer | A-Award | A | PERFORMANCE RIGHT | 4,690 | 0.00 | — | 4,690 | D | ↗ |
| 2026-03-27 | Farrugia Marc | Officer | A-Award | A | PERFORMANCE RIGHT | 9,382 | 0.00 | — | 9,382 | D | ↗ |
| 2026-03-17 | McLaren John Bandini | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 872 | 135.27 | 118.0K | 74,248 | D | ↗ |
| 2026-03-12 | Loftus Brian P | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 5,185 | 135.00 | 700.0K | 15,496 | D | ↗ |
| 2026-03-12 | Farrugia Marc | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 296 | 135.00 | 40.0K | 939 | I | ↗ |
| 2026-03-09 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,344 | 135.44 | 182.0K | 59,623 | D | ↗ |
| 2026-03-09 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 560 | 135.44 | 75.8K | 54,687 | D | ↗ |
| 2026-03-09 | Loftus Brian P | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 172 | 135.44 | 23.3K | 10,311 | D | ↗ |
| 2026-03-09 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 560 | 135.44 | 75.8K | 46,496 | D | ↗ |
| 2026-03-09 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 7,858 | 135.44 | 1.06M | 33,748 | D | ↗ |
| 2026-03-05 | LEWIS CLUNET R | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 3,800 | 136.01 | 516.8K | 16,817 | D | ↗ |
| 2026-03-05 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 699 | 136.69 | 95.5K | 47,056 | D | ↗ |
| 2026-03-04 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,154 | 135.86 | 156.8K | 60,967 | D | ↗ |
| 2026-03-04 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 635 | 135.86 | 86.3K | 55,247 | D | ↗ |
| 2026-03-04 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 560 | 135.86 | 76.1K | 47,755 | D | ↗ |
| 2026-03-02 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 17 | 137.18 | 2.3K | 690 | I | ↗ |
| 2026-02-27 | LEWIS CLUNET R | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 5,000 | 136.66 | 683.3K | 20,617 | D | ↗ |
| 2026-02-24 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,529 | 131.32 | 200.8K | 62,121 | D | ↗ |
| 2026-02-24 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,025 | 131.32 | 134.6K | 55,882 | D | ↗ |
| 2026-02-24 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 932 | 131.32 | 122.4K | 48,315 | D | ↗ |
| 2026-02-23 | McLaren John Bandini | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 872 | 131.16 | 114.4K | 75,120 | D | ↗ |
| 2026-02-11 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 317 | 127.81 | 40.5K | 56,907 | D | ↗ |
| 2026-02-05 | SHIFFMAN GARY A | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 882,792 | D | ↗ |
| 2026-02-05 | Leupold Craig | Director | A-Award | A | DEFERRED RESTRICTED COMMON STOCK RIGHTS | 1,617 | 0.00 | — | 5,217 | D | ↗ |
| 2026-02-05 | LEWIS CLUNET R | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 27,617 | D | ↗ |
| 2026-02-05 | HERMELIN BRIAN M | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 27,317 | D | ↗ |
| 2026-02-05 | Ehlinger Jerome W. | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 3,217 | D | ↗ |
| 2026-02-05 | Denien Mark A | Director | A-Award | A | DEFERRED RESTRICTED COMMON STOCK RIGHTS | 1,617 | 0.00 | — | 1,617 | D | ↗ |
| 2026-02-05 | Blau Jeff | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 7,217 | D | ↗ |
| 2026-02-05 | Baivier Meghan G. | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 19,417 | D | ↗ |
| 2026-02-05 | Allen Tonya | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,617 | 123.68 | 200.0K | 10,426 | D | ↗ |
| 2026-02-04 | Patten Mark E | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 28,892 | 127.92 | 3.70M | 0 | D | ↗ |
| 2026-02-04 | Castro-Caratini Fernando | Officer | — | — | COMMON STOCK, $0.01 PAR VALUE | 0 | 0.00 | — | 41,606 | D | ↗ |
| 2026-01-05 | Patten Mark E | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 28,892 | 121.14 | 3.50M | 28,892 | D | ↗ |
| 2026-01-01 | Weiss Aaron | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 9,000 | 0.00 | — | 63,650 | D | ↗ |
| 2026-01-01 | Thelen Bruce | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 10,200 | 0.00 | — | 57,224 | D | ↗ |
| 2026-01-01 | Farrugia Marc | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 6,000 | 0.00 | — | 49,247 | D | ↗ |
| 2025-12-30 | Loftus Brian P | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 253 | 125.47 | 31.7K | 10,483 | D | ↗ |
| 2025-12-30 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 19,008 | 125.47 | 2.38M | 41,606 | D | ↗ |
| 2025-12-17 | SHIFFMAN GARY A | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 156,875 | 123.53 | 19.38M | 0 | I | ↗ |
| 2025-12-09 | SHIFFMAN GARY A | Director | M-Exempt | A | COMMON STOCK, $0.01 PAR VALUE | 156,875 | 0.00 | — | 156,875 | I | ↗ |
| 2025-11-10 | LEWIS CLUNET R | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 2,900 | 126.22 | 366.0K | 27,100 | D | ↗ |
| 2025-11-06 | McLaren John Bandini | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,864 | 124.20 | 231.5K | 75,992 | D | ↗ |
| 2025-10-20 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,997 | 124.36 | 248.3K | 72,650 | D | ↗ |
| 2025-10-01 | Young Charles D. | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 3,393 | 128.50 | 436.0K | 63,143 | D | ↗ |
| 2025-07-21 | Weiss Aaron | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 15,253 | 125.06 | 1.91M | 74,647 | D | ↗ |
| 2025-07-21 | Thelen Bruce | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 11,989 | 125.06 | 1.50M | 67,424 | D | ↗ |
| 2025-07-21 | McLaren John Bandini | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 4,788 | 125.06 | 598.8K | 77,856 | D | ↗ |
| 2025-07-21 | Loftus Brian P | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 3,736 | 125.06 | 467.2K | 10,736 | D | ↗ |
| 2025-07-21 | Farrugia Marc | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 14,147 | 125.06 | 1.77M | 55,247 | D | ↗ |
| 2025-06-24 | McLaren John Bandini | Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 196 | 0.00 | — | 73,265 | D | ↗ |
| 2025-05-23 | BLAU JEFF | Director | P-Purchase | A | COMMON STOCK, $0.01 PAR VALUE | 3,665 | 117.99 | 432.4K | 3,665 | I | ↗ |
| 2025-05-13 | Denien Mark A | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,200 | 124.30 | 149.2K | 1,200 | D | ↗ |
| 2025-03-28 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 390 | 130.25 | 50.8K | 57,546 | D | ↗ |
| 2025-03-20 | SHIFFMAN GARY A | Director / Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 21,904 | 0.00 | — | 881,175 | D | ↗ |
| 2025-03-19 | SHIFFMAN GARY A | Director / Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 9,311 | 0.00 | — | 6,278 | I | ↗ |
| 2025-03-17 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,965 | 132.04 | 391.5K | 903,079 | D | ↗ |
| 2025-03-17 | McLaren John Bandini | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 932 | 132.04 | 123.1K | 73,461 | D | ↗ |
| 2025-03-17 | Loftus Brian P | Officer | — | — | COMMON STOCK, $0.01 PAR VALUE | 0 | 0.00 | — | 7,000 | D | ↗ |
| 2025-03-07 | Weiss Aaron | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 20,000 | 133.63 | 2.67M | 59,394 | D | ↗ |
| 2025-03-07 | Thelen Bruce | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 15,000 | 133.63 | 2.00M | 55,435 | D | ↗ |
| 2025-03-07 | SHIFFMAN GARY A | Director / Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 30,000 | 133.63 | 4.01M | 906,044 | D | ↗ |
| 2025-03-07 | Farrugia Marc | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 15,000 | 133.63 | 2.00M | 44,274 | D | ↗ |
| 2025-03-07 | Castro-Caratini Fernando | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 15,000 | 133.63 | 2.00M | 60,614 | D | ↗ |
| 2025-03-05 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 624 | 133.92 | 83.6K | 29,274 | D | ↗ |
| 2025-03-05 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 535 | 133.92 | 71.6K | 45,614 | D | ↗ |
| 2025-03-04 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,201 | 132.67 | 159.3K | 39,394 | D | ↗ |
| 2025-03-04 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 205 | 132.67 | 27.2K | 57,936 | D | ↗ |
| 2025-03-04 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 634 | 132.67 | 84.1K | 40,435 | D | ↗ |
| 2025-03-04 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 174 | 132.67 | 23.1K | 876,044 | D | ↗ |
| 2025-03-04 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 499 | 132.67 | 66.2K | 29,898 | D | ↗ |
| 2025-03-04 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 535 | 132.67 | 71.0K | 46,149 | D | ↗ |
| 2025-03-03 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 466 | 136.43 | 63.6K | 41,069 | D | ↗ |
| 2025-03-03 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 332 | 136.43 | 45.3K | 30,397 | D | ↗ |
| 2025-03-03 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 356 | 136.43 | 48.6K | 46,684 | D | ↗ |
| 2025-02-24 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,554 | 134.25 | 208.6K | 40,595 | D | ↗ |
| 2025-02-24 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 243 | 134.25 | 32.6K | 58,141 | D | ↗ |
| 2025-02-24 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,025 | 134.25 | 137.6K | 41,535 | D | ↗ |
| 2025-02-24 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 5,372 | 134.25 | 721.2K | 876,218 | D | ↗ |
| 2025-02-24 | McLaren John Bandini | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 932 | 134.25 | 125.1K | 74,393 | D | ↗ |
| 2025-02-24 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 7 | 134.25 | 939.75 | 612 | I | ↗ |
| 2025-02-24 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,506 | 134.25 | 202.2K | 47,040 | D | ↗ |
| 2025-02-13 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,487 | 126.61 | 188.3K | 881,590 | D | ↗ |
| 2025-02-13 | McLaren John Bandini | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 964 | 126.61 | 122.1K | 75,325 | D | ↗ |
| 2025-02-11 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 361 | 126.22 | 45.6K | 42,560 | D | ↗ |
| 2025-01-21 | SHIFFMAN GARY A | Director / Officer | G-Gift | A | COMMON STOCK, $0.01 PAR VALUE | 41,039 | 0.00 | — | 883,077 | D | ↗ |
| 2025-01-08 | Leupold Craig | Director | A-Award | A | DEFERRED RESTRICTED COMMON STOCK RIGHTS | 1,600 | 0.00 | — | 3,600 | D | ↗ |
| 2025-01-08 | LEWIS CLUNET R | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 30,000 | D | ↗ |
| 2025-01-08 | HERMELIN BRIAN M | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 25,700 | D | ↗ |
| 2025-01-08 | Ehlinger Jerome W. | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 1,600 | D | ↗ |
| 2025-01-08 | Baivier Meghan G. | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 17,800 | D | ↗ |
| 2025-01-08 | BLAU JEFF | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 5,600 | D | ↗ |
| 2025-01-08 | BERGERON STEPHANIE W | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 26,700 | D | ↗ |
| 2025-01-08 | Allen Tonya | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 1,600 | 122.64 | 196.2K | 8,809 | D | ↗ |
| 2025-01-01 | Weiss Aaron | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 4,200 | 0.00 | — | 42,149 | D | ↗ |
| 2025-01-01 | Thelen Bruce | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 6,300 | 0.00 | — | 42,921 | D | ↗ |
| 2025-01-01 | SHIFFMAN GARY A | Director / Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 51,000 | 0.00 | — | 842,038 | D | ↗ |
| 2025-01-01 | McLaren John Bandini | Officer | D-Return | D | COMMON STOCK, $0.01 PAR VALUE | 15,000 | 0.00 | — | 76,289 | D | ↗ |
| 2024-12-31 | SHIFFMAN GARY A | Director / Officer | J-Other | D | COMMON STOCK, $0.01 PAR VALUE | 10,568 | 0.00 | — | 893,038 | D | ↗ |
| 2024-11-06 | McLaren John Bandini | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 50,000 | 131.76 | 6.59M | 91,289 | D | ↗ |
| 2024-10-30 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 5,078 | 132.89 | 674.8K | 58,384 | D | ↗ |
| 2024-10-18 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,007 | 136.19 | 137.1K | 46,349 | D | ↗ |
| 2024-08-05 | Underwood Baxter | Officer | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 3,000 | 131.43 | 394.3K | 63,462 | — | ↗ |
| 2024-04-15 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 559 | 120.42 | 67.3K | 49,221 | — | ↗ |
| 2024-04-15 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 216 | 120.42 | 26.0K | 31,904 | — | ↗ |
| 2024-04-15 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,000 | 120.42 | 120.4K | 48,546 | — | ↗ |
| 2024-04-12 | Farrugia Marc | Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 2,530 | 0.00 | — | 32,120 | — | ↗ |
| 2024-03-28 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 390 | 128.58 | 50.1K | 66,462 | — | ↗ |
| 2024-03-28 | Leupold Craig | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 1,202 | 128.22 | 154.1K | 1,146 | — | ↗ |
| 2024-03-22 | Underwood Baxter | Officer | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 4,000 | 131.48 | 525.9K | 66,852 | — | ↗ |
| 2024-03-20 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,093 | 131.28 | 274.8K | 903,606 | — | ↗ |
| 2024-03-18 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 3,692 | 130.40 | 481.4K | 905,699 | — | ↗ |
| 2024-03-14 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,635 | 131.10 | 214.3K | 909,391 | — | ↗ |
| 2024-03-05 | LEWIS CLUNET R | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 500 | 131.13 | 65.6K | 28,400 | — | ↗ |
| 2024-03-05 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 624 | 131.46 | 82.0K | 34,650 | — | ↗ |
| 2024-03-05 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 451 | 131.46 | 59.3K | 49,546 | — | ↗ |
| 2024-03-04 | Weiss Aaron | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 17,000 | 132.13 | 2.25M | 47,356 | — | ↗ |
| 2024-03-04 | Underwood Baxter | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 4,200 | 132.13 | 554.9K | 70,852 | — | ↗ |
| 2024-03-04 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 466 | 132.13 | 61.6K | 32,780 | — | ↗ |
| 2024-03-04 | SHIFFMAN GARY A | Director / Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 5,000 | 132.13 | 660.7K | 911,026 | — | ↗ |
| 2024-03-04 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 9 | 132.13 | 1.2K | 435 | — | ↗ |
| 2024-03-04 | Castro-Caratini Fernando | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 15,000 | 132.13 | 1.98M | 49,997 | — | ↗ |
| 2024-03-01 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 17 | 132.74 | 2.3K | 444 | — | ↗ |
| 2024-02-28 | Leupold Craig | Director | A-Award | A | DEFERRED RESTRICTED COMMON STOCK RIGHTS | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-02-28 | Ehlinger Jerome W. | Director | A-Award | A | DEFERRED RESTRICTED COMMON STOCK RIGHTS | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-02-26 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 733 | 131.35 | 96.3K | 30,356 | — | ↗ |
| 2024-02-26 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 244 | 131.35 | 32.0K | 66,652 | — | ↗ |
| 2024-02-26 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,025 | 131.35 | 134.6K | 33,246 | — | ↗ |
| 2024-02-26 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,616 | 131.35 | 343.6K | 906,026 | — | ↗ |
| 2024-02-26 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 7 | 131.35 | 919.45 | 461 | — | ↗ |
| 2024-02-26 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,226 | 131.35 | 161.0K | 35,297 | — | ↗ |
| 2024-02-23 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,965 | 131.39 | 389.6K | 908,642 | — | ↗ |
| 2024-02-22 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 55 | 131.10 | 7.2K | 36,523 | — | ↗ |
| 2024-02-16 | Leupold Craig | Director | — | I | COMMON STOCK, $0.01 PAR VALUE | 0 | 0.00 | — | 2,500 | — | ↗ |
| 2024-02-16 | Ehlinger Jerome W. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-13 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,267 | 124.83 | 283.0K | 911,607 | — | ↗ |
| 2024-02-12 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 317 | 125.91 | 39.9K | 34,271 | — | ↗ |
| 2024-01-18 | WEISS ARTHUR A | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 38,256 | — | ↗ |
| 2024-01-18 | LEWIS CLUNET R | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 28,900 | — | ↗ |
| 2024-01-18 | KLEIN RONALD A | Director | A-Award | A | DEFERRED RESTRICTED COMMON STOCK RIGHTS | 2,000 | 0.00 | — | 5,700 | — | ↗ |
| 2024-01-18 | HERMELIN BRIAN M | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 24,100 | — | ↗ |
| 2024-01-18 | Baivier Meghan G. | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 16,200 | — | ↗ |
| 2024-01-18 | BLAU JEFF | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 4,000 | — | ↗ |
| 2024-01-18 | BERGERON STEPHANIE W | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 25,100 | — | ↗ |
| 2024-01-18 | Allen Tonya | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 129.01 | 258.0K | 7,209 | — | ↗ |
| 2024-01-12 | SHIFFMAN GARY A | Director / Officer | G-Gift | A | COMMON STOCK, $0.01 PAR VALUE | 50,307 | 0.00 | — | 914,740 | — | ↗ |
| 2024-01-02 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,286 | 135.52 | 174.3K | 38,402 | — | ↗ |
| 2024-01-02 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 11,084 | 135.52 | 1.50M | 892,490 | — | ↗ |
| 2023-11-30 | Underwood Baxter | Officer | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 128.99 | 258.0K | 66,896 | — | ↗ |
| 2023-10-30 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 4,737 | 109.72 | 519.7K | 68,896 | — | ↗ |
| 2023-10-18 | Weiss Aaron | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,224 | 106.06 | 129.8K | 31,089 | — | ↗ |
| 2023-08-30 | Farrugia Marc | Officer | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 4,962 | 123.90 | 614.8K | 5,093 | — | ↗ |
| 2023-08-22 | Underwood Baxter | Officer | P-Purchase | A | COMMON STOCK, $0.01 PAR VALUE | 400 | 119.93 | 48.0K | 73,633 | — | ↗ |
| 2023-08-14 | Underwood Baxter | Officer | P-Purchase | A | COMMON STOCK, $0.01 PAR VALUE | 150 | 123.59 | 18.5K | 73,233 | — | ↗ |
| 2023-06-29 | Farrugia Marc | Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 435 | 0.00 | — | 21,420 | — | ↗ |
| 2023-05-25 | Underwood Baxter | Officer | P-Purchase | A | COMMON STOCK, $0.01 PAR VALUE | 400 | 126.18 | 50.5K | 73,083 | — | ↗ |
| 2023-05-01 | SHIFFMAN GARY A | Director / Officer | G-Gift | A | COMMON STOCK, $0.01 PAR VALUE | 7,703 | 0.00 | — | 903,574 | — | ↗ |
| 2023-04-24 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 94 | 138.63 | 13.0K | 21,855 | — | ↗ |
| 2023-04-17 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 559 | 138.02 | 77.2K | 39,688 | — | ↗ |
| 2023-04-17 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 216 | 138.02 | 29.8K | 21,949 | — | ↗ |
| 2023-04-17 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 376 | 138.02 | 51.9K | 36,578 | — | ↗ |
| 2023-03-28 | Underwood Baxter | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 8,000 | 133.42 | 1.07M | 72,683 | — | ↗ |
| 2023-03-27 | Farrugia Marc | Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 2,181 | 0.00 | — | 22,165 | — | ↗ |
| 2023-03-20 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,911 | 135.88 | 395.5K | 881,918 | — | ↗ |
| 2023-03-20 | Dearing Karen | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,090 | 135.88 | 148.1K | 153,594 | — | ↗ |
| 2023-03-17 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 3,692 | 134.14 | 495.2K | 884,829 | — | ↗ |
| 2023-03-17 | Dearing Karen | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 1,599 | 134.14 | 214.5K | 154,684 | — | ↗ |
| 2023-03-16 | SHIFFMAN GARY A | Director / Officer | G-Gift | D | COMMON STOCK, $0.01 PAR VALUE | 10,800 | 0.00 | — | 5,871 | — | ↗ |
| 2023-03-14 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 3,270 | 138.64 | 453.4K | 888,521 | — | ↗ |
| 2023-03-14 | Dearing Karen | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 545 | 138.64 | 75.6K | 156,283 | — | ↗ |
| 2023-03-06 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 624 | 145.75 | 90.9K | 24,346 | — | ↗ |
| 2023-03-06 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 451 | 145.75 | 65.7K | 36,954 | — | ↗ |
| 2023-03-03 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 466 | 145.80 | 67.9K | 40,247 | — | ↗ |
| 2023-03-03 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 332 | 145.80 | 48.4K | 24,970 | — | ↗ |
| 2023-03-03 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 300 | 145.80 | 43.7K | 37,405 | — | ↗ |
| 2023-03-01 | Farrugia Marc | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 250 | 138.97 | 34.7K | 517 | — | ↗ |
| 2023-02-27 | LEWIS CLUNET R | Director | S-Sale | D | COMMON STOCK, $0.01 PAR VALUE | 1,500 | 148.51 | 222.8K | 26,900 | — | ↗ |
| 2023-02-24 | Weiss Aaron | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 15,000 | 146.55 | 2.20M | 32,313 | — | ↗ |
| 2023-02-24 | Underwood Baxter | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 243 | 146.55 | 35.6K | 64,683 | — | ↗ |
| 2023-02-24 | Thelen Bruce | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 17,000 | 146.55 | 2.49M | 40,713 | — | ↗ |
| 2023-02-24 | SHIFFMAN GARY A | Director / Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 75,000 | 146.55 | 10.99M | 891,791 | — | ↗ |
| 2023-02-24 | Farrugia Marc | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 10,000 | 146.55 | 1.47M | 25,302 | — | ↗ |
| 2023-02-24 | Castro-Caratini Fernando | Officer | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 20,000 | 146.55 | 2.93M | 37,705 | — | ↗ |
| 2023-02-23 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,965 | 147.79 | 438.2K | 816,791 | — | ↗ |
| 2023-02-23 | Dearing Karen | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 872 | 147.79 | 128.9K | 156,828 | — | ↗ |
| 2023-02-22 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 55 | 153.80 | 8.5K | 18,329 | — | ↗ |
| 2023-02-21 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 3,488 | 155.70 | 543.1K | 819,756 | — | ↗ |
| 2023-02-21 | Dearing Karen | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 872 | 155.70 | 135.8K | 157,700 | — | ↗ |
| 2023-02-15 | SHIFFMAN GARY A | Director / Officer | G-Gift | A | COMMON STOCK, $0.01 PAR VALUE | 6,766 | 0.00 | — | 823,244 | — | ↗ |
| 2023-02-14 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 193 | 158.92 | 30.7K | 24,104 | — | ↗ |
| 2023-02-14 | Farrugia Marc | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 122 | 158.92 | 19.4K | 15,803 | — | ↗ |
| 2023-02-14 | Castro-Caratini Fernando | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 172 | 158.92 | 27.3K | 18,384 | — | ↗ |
| 2023-02-13 | Thelen Bruce | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 317 | 157.91 | 50.1K | 24,297 | — | ↗ |
| 2023-02-13 | SHIFFMAN GARY A | Director / Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 2,267 | 157.91 | 358.0K | 780,738 | — | ↗ |
| 2023-02-13 | Dearing Karen | Officer | F-InKind | D | COMMON STOCK, $0.01 PAR VALUE | 872 | 157.91 | 137.7K | 158,572 | — | ↗ |
| 2023-01-25 | WEISS ARTHUR A | Director | A-Award | A | COMMON STOCK, $0.01 PAR VALUE | 2,000 | 148.12 | 296.2K | 36,256 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Gary A. Shiffman Chairman and former CEO | 900.0K | — | 7.35M | — | 3.30M | 995.0K | 12.55M | 58.61% | ↗ |
| 2 | 2025 | Charles D. Young CEO | 218.7K | — | 7.92M | — | 1.73M | 15.00 | 9.87M | 80.30% | ↗ |
| 3 | 2025 | Aaron Weiss Executive Vice President, Chief Investment Officer | 575.0K | — | 4.26M | — | 2.15M | 483.6K | 7.46M | 57.02% | ↗ |
| 4 | 2025 | Fernando Castro-Caratini Executive Vice President, CFO, Treasurer and Secretary | 550.0K | — | 3.88M | — | 1.80M | 395.6K | 6.63M | 58.58% | ↗ |
| 5 | 2025 | John McLaren President and COO | 600.0K | — | 3.80M | — | 1.35M | 520.6K | 6.27M | 60.58% | ↗ |
| 6 | 2025 | Marc Farrugia Executive Vice President, Chief Administrative Officer | 506.4K | — | 3.53M | — | 1.70M | 336.9K | 6.07M | 58.13% | ↗ |
| 7 | 2024 | Aaron Weiss Executive Vice President, Chief Investment Officer | 525.0K | — | 1.90M | — | 895.3K | 211.2K | 3.53M | 53.80% | ↗ |
| 8 | 2024 | John McLaren President and COO | 340.7K | — | 2.64M | — | 225.0K | 191.4K | 3.39M | 77.68% | ↗ |
| 9 | 2024 | Aaron Weiss Executive Vice President of Corporate Strategy and Business Development | 525.0K | — | 1.90M | — | 895.3K | 61.9K | 3.38M | 56.17% | ↗ |
| 10 | 2024 | Gary A. Shiffman Chairman, President and CEO | 900.0K | — | 558.0K | — | 1.80M | 16.1K | 3.27M | 17.04% | ↗ |
| 11 | 2024 | John McLaren President | 340.7K | — | 2.64M | — | 225.0K | 61.9K | 3.26M | 80.76% | ↗ |
| 12 | 2024 | Gary A. Shiffman Chairman and former CEO | 900.0K | — | 558.7K | — | 495.0K | 710.2K | 2.66M | 20.97% | ↗ |
| 13 | 2024 | Bruce D. Thelen Executive Vice President, COO | 500.0K | — | 1.90M | — | 187.5K | 8.5K | 2.60M | 73.19% | ↗ |
| 14 | 2024 | Fernando Castro-Caratini Executive Vice President, CFO, Treasurer and Secretary | 550.0K | — | 1.68M | — | 185.6K | 160.3K | 2.57M | 65.17% | ↗ |
| 15 | 2024 | Marc Farrugia Executive Vice President, Chief Administrative Officer | 475.0K | — | 1.68M | — | 285.0K | 116.8K | 2.55M | 65.65% | ↗ |
| 16 | 2024 | Gary A. Shiffman Chairman and CEO | 900.0K | — | 558.7K | — | 495.0K | 14.4K | 1.97M | 28.39% | ↗ |
| 17 | 2023 | Gary A. Shiffman Chairman and former CEO | 900.0K | — | 9.28M | — | 747.0K | 940.2K | 11.87M | 78.21% | ↗ |
| 18 | 2023 | Gary A. Shiffman Chairman, President and CEO | 900.0K | — | 9.28M | — | 747.0K | 16.1K | 10.95M | 84.81% | ↗ |
| 19 | 2023 | Gary A. Shiffman Chairman and CEO | 900.0K | — | 9.28M | — | 747.0K | 16.1K | 10.95M | 84.81% | ↗ |
| 20 | 2023 | Fernando Castro-Caratini Executive Vice President, CFO, Treasurer and Secretary | 550.0K | — | 2.48M | — | 366.9K | 118.2K | 3.51M | 70.52% | ↗ |
| 21 | 2023 | Bruce D. Thelen Executive Vice President, COO | 500.0K | — | 2.10M | — | 508.3K | 7.6K | 3.12M | 67.44% | ↗ |
| 22 | 2023 | Aaron Weiss Executive Vice President, Chief Investment Officer | 525.0K | — | 1.86M | — | 393.5K | 142.4K | 2.92M | 63.64% | ↗ |
| 23 | 2023 | Aaron Weiss Executive Vice President of Corporate Strategy and Business Development | 525.0K | — | 1.86M | — | 393.5K | 42.6K | 2.82M | 65.89% | ↗ |
| 24 | 2023 | Marc Farrugia Executive Vice President, Chief Administrative Officer | 475.0K | — | 1.24M | — | 322.6K | 77.1K | 2.11M | 58.59% | ↗ |
| 25 | 2023 | John McLaren President and COO | 400.0K | — | — | — | 200.0K | 275.6K | 875.6K | 0.00% | ↗ |
| 26 | 2023 | John McLaren President | 400.0K | — | — | — | 200.0K | 40.0K | 640.0K | 0.00% | ↗ |
| 27 | 2022 | Gary A. Shiffman Chairman, President and CEO | 900.0K | — | 12.40M | — | 1.67M | 6.1K | 14.97M | 82.82% | ↗ |
| 28 | 2022 | Gary A. Shiffman Chairman and CEO | 900.0K | — | 12.40M | — | 1.67M | 6.1K | 14.97M | 82.82% | ↗ |
| 29 | 2022 | John B. McLaren Strategic Advisor, Residential Communities and former President and COO | 650.0K | — | 3.65M | — | 1.20M | 37.3K | 5.54M | 65.86% | ↗ |
| 30 | 2022 | John McLaren President | 650.0K | — | 3.65M | — | 1.20M | 37.3K | 5.54M | 65.86% | ↗ |
| 31 | 2022 | Karen J. Dearing Executive Vice President of Special Projects and former Executive Vice President, Treasurer, CFO and Secretary | 465.4K | — | 3.65M | — | 813.3K | 38.1K | 4.96M | 73.47% | ↗ |
| 32 | 2022 | Fernando Castro-Caratini Executive Vice President, CFO, Treasurer and Secretary | 474.9K | — | 1.53M | — | 669.6K | 7.2K | 2.69M | 57.11% | ↗ |
| 33 | 2022 | Fernando Castro-Caratini Executive Vice President, Treasurer, CFO and Secretary | 474.9K | — | 1.53M | — | 669.6K | 7.2K | 2.69M | 57.11% | ↗ |
| 34 | 2022 | Bruce D. Thelen Executive Vice President and COO | 500.0K | — | 1.56M | — | 527.5K | 7.2K | 2.59M | 60.11% | ↗ |
| 35 | 2022 | Bruce D. Thelen Executive Vice President, COO | 500.0K | — | 1.56M | — | 527.5K | 7.2K | 2.59M | 60.11% | ↗ |
| 36 | 2022 | Aaron Weiss Executive Vice President of Corporate Strategy and Business Development | 525.0K | — | 1.04M | — | 789.2K | 35.9K | 2.39M | 43.50% | ↗ |
| 37 | 2021 | Gary A. Shiffman Chairman, President and CEO | 852.0K | — | 11.17M | — | 1.80M | 4.7K | 13.83M | 80.79% | ↗ |
| 38 | 2021 | Gary A. Shiffman Chairman and Chief Executive Officer | 852.0K | — | 11.17M | — | 1.80M | 4.7K | 13.83M | 80.79% | ↗ |
| 39 | 2021 | John B. McLaren President and Chief Operating Officer | 621.2K | — | 4.13M | — | 1.30M | 1.7K | 6.05M | 68.24% | ↗ |
| 40 | 2021 | John B. McLaren Strategic Advisor, Residential Communities and former President and COO | 621.2K | — | 4.13M | — | 1.30M | 1.7K | 6.05M | 68.24% | ↗ |
| 41 | 2021 | Karen J. Dearing Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 559.6K | — | 4.13M | — | 1.20M | 5.6K | 5.90M | 70.06% | ↗ |
| 42 | 2021 | Karen J. Dearing Executive Vice President of Special Projects and former Executive Vice President, Treasurer, CFO and Secretary | 559.6K | — | 4.13M | — | 1.20M | 5.6K | 5.90M | 70.06% | ↗ |
| 43 | 2021 | Aaron Weiss Executive Vice President of Corporate Strategy and Business Development | 95.5K | — | 2.26M | — | 400.0K | 33.00 | 2.75M | 81.99% | ↗ |
| 44 | 2021 | Bruce D. Thelen Executive Vice President of Operations and Sales | 441.5K | — | 992.1K | — | 650.0K | 7.2K | 2.09M | 47.45% | ↗ |
| 45 | 2021 | Bruce D. Thelen Executive Vice President and COO | 441.5K | — | 992.1K | — | 650.0K | 7.2K | 2.09M | 47.45% | ↗ |
| 46 | 2021 | Fernando Castro-Caratini Executive Vice President, Treasurer, CFO and Secretary | 305.2K | — | 859.7K | — | 201.5K | 1.4K | 1.37M | 62.85% | ↗ |
| 47 | 2020 | Gary A. Shiffman Chairman and Chief Executive Officer | 521.0K | — | 9.21M | — | 1.38M | 29.0K | 11.14M | 82.65% | ↗ |
| 48 | 2020 | Gary A. Shiffman Chairman, President and CEO | 521.0K | — | 9.21M | — | 1.38M | 29.0K | 11.14M | 82.65% | ↗ |
| 49 | 2020 | Baxter R. Underwood Chief Executive Officer of Safe Harbor | 57.5K | — | 9.55M | — | — | 100.00 | 9.60M | 99.40% | ↗ |
| 50 | 2020 | John B. McLaren President and Chief Operating Officer | 397.6K | — | 3.54M | — | 1.05M | 8.8K | 5.00M | 70.86% | ↗ |
| 51 | 2020 | John B. McLaren Strategic Advisor, Residential Communities and former President and COO | 397.6K | — | 3.54M | — | 1.05M | 8.8K | 5.00M | 70.86% | ↗ |
| 52 | 2020 | Karen J. Dearing Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 323.6K | — | 3.54M | — | 850.0K | 6.5K | 4.72M | 75.01% | ↗ |
| 53 | 2020 | Karen J. Dearing Executive Vice President of Special Projects and former Executive Vice President, Treasurer, CFO and Secretary | 323.6K | — | 3.54M | — | 850.0K | 6.5K | 4.72M | 75.01% | ↗ |
| 54 | 2020 | Bruce D. Thelen Executive Vice President of Operations and Sales | 376.6K | — | 814.2K | — | 382.5K | 8.9K | 1.58M | 51.46% | ↗ |
| 55 | 2020 | Bruce D. Thelen Executive Vice President and COO | 376.6K | — | 814.2K | — | 382.5K | 8.9K | 1.58M | 51.46% | ↗ |
| 56 | 2020 | Bruce D. Thelen Executive Vice President Operations and Sales | 376.6K | — | 814.2K | — | 382.5K | 8.9K | 1.58M | 51.46% | ↗ |
| 57 | 2020 | Fernando Castro-Caratini Executive Vice President, Treasurer, CFO and Secretary | 305.5K | — | 651.4K | — | 229.1K | 3.0K | 1.19M | 54.78% | ↗ |
| 58 | 2019 | Gary A. Shiffman Chairman and Chief Executive Officer | 691.8K | — | 5.89M | — | 1.38M | 4.3K | 7.97M | 73.90% | ↗ |
| 59 | 2019 | John B. McLaren President and Chief Operating Officer | 525.0K | — | 2.45M | — | 1.01M | — | 3.99M | 61.51% | ↗ |
| 60 | 2019 | Karen J. Dearing Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 425.0K | — | 2.45M | — | 850.0K | 6.6K | 3.74M | 65.69% | ↗ |
| 61 | 2019 | Bruce D. Thelen Executive Vice President Operations and Sales | 307.9K | — | 720.1K | — | 153.9K | 5.1K | 1.19M | 60.66% | ↗ |
| 62 | 2019 | Bruce D. Thelen Executive Vice President of Operations and Sales | 307.9K | — | 720.1K | — | 153.9K | 5.1K | 1.19M | 60.66% | ↗ |
| 63 | 2019 | Jonathan M. Colman Executive Vice President | 75.0K | — | — | — | 351.9K | 3.8K | 430.7K | 0.00% | ↗ |
| 64 | 2018 | Gary A. Shiffman Chairman and Chief Executive Officer | 691.8K | — | 7.40M | — | 1.09M | 8.3K | 9.19M | 80.53% | ↗ |
| 65 | 2018 | Gary A. Shiffman, Chairman, and Chief Executive Officer | 691.8K | — | 7.40M | — | 1.09M | 8.3K | 9.19M | 80.53% | ↗ |
| 66 | 2018 | John B. McLaren President and Chief Operating Officer | 525.0K | — | 1.85M | — | 669.4K | 1.2K | 3.05M | 60.76% | ↗ |
| 67 | 2018 | John B. McLaren, President and Chief Operating Officer | 525.0K | — | 1.85M | — | 669.4K | 1.2K | 3.05M | 60.76% | ↗ |
| 68 | 2018 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 425.0K | — | 1.85M | — | 669.4K | 8.5K | 2.95M | 62.66% | ↗ |
| 69 | 2018 | Karen J. Dearing Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 425.0K | — | 1.85M | — | 669.4K | 8.5K | 2.95M | 62.66% | ↗ |
| 70 | 2018 | Bruce D. Thelen Executive Vice President Operations and Sales | 281.5K | — | 607.1K | — | 120.0K | 2.6K | 1.01M | 60.04% | ↗ |
| 71 | 2018 | Jonathan M. Colman, Executive Vice President | 75.0K | — | — | — | 482.0K | 2.8K | 559.8K | 0.00% | ↗ |
| 72 | 2018 | Jonathan M. Colman Executive Vice President | 75.0K | — | — | — | 482.0K | 2.8K | 559.8K | 0.00% | ↗ |
| 73 | 2017 | Gary A. Shiffman, Chairman, and Chief Executive Officer | 691.8K | — | 11.90M | — | 1.04M | 5.7K | 13.63M | 87.27% | ↗ |
| 74 | 2017 | Gary A. Shiffman Chairman and Chief Executive Officer | 691.8K | — | 11.38M | — | 1.04M | 5.7K | 13.11M | 86.77% | ↗ |
| 75 | 2017 | John B. McLaren, President and Chief Operating Officer | 525.0K | — | 1.98M | — | 787.5K | 876.00 | 3.30M | 60.15% | ↗ |
| 76 | 2017 | John B. McLaren President and Chief Operating Officer | 525.0K | — | 1.90M | — | 787.5K | 876.00 | 3.21M | 59.08% | ↗ |
| 77 | 2017 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 425.0K | — | 1.98M | — | 637.5K | 1.3K | 3.05M | 65.08% | ↗ |
| 78 | 2017 | Karen J. Dearing Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 425.0K | — | 1.90M | — | 637.5K | 1.3K | 2.96M | 64.06% | ↗ |
| 79 | 2017 | Jonathan M. Colman, Executive Vice President | 75.0K | — | — | — | 375.2K | 392.00 | 450.6K | 0.00% | ↗ |
| 80 | 2017 | Jonathan M. Colman Executive Vice President | 75.0K | — | — | — | 375.2K | 392.00 | 450.6K | 0.00% | ↗ |
| 81 | 2016 | Gary A. Shiffman, Chairman, and Chief Executive Officer | 691.8K | — | 5.19M | — | 791.8K | 3.8K | 6.68M | 77.74% | ↗ |
| 82 | 2016 | John B. McLaren, President and Chief Operating Officer | 525.0K | — | 1.73M | — | 1.40M | 876.00 | 3.66M | 47.36% | ↗ |
| 83 | 2016 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 425.0K | — | 1.39M | — | 1.33M | 2.7K | 3.14M | 44.14% | ↗ |
| 84 | 2016 | Jonathan M. Colman, Executive Vice President | 75.0K | — | — | — | 1.14M | 392.00 | 1.22M | 0.00% | ↗ |
| 85 | 2015 | Gary A. Shiffman, Chairman, and Chief Executive Officer | 691.8K | — | 6.38M | — | 273.0K | 42.5K | 7.39M | 86.37% | ↗ |
| 86 | 2015 | John B. McLaren, President and Chief Operating Officer | 488.9K | — | 3.17M | — | 222.2K | 989.00 | 3.88M | 81.65% | ↗ |
| 87 | 2015 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 405.3K | — | 2.63M | — | 201.3K | 2.2K | 3.24M | 81.19% | ↗ |
| 88 | 2015 | Jonathan M. Colman, Executive Vice President | 75.0K | — | — | — | 712.3K | 2.5K | 789.8K | 0.00% | ↗ |
| 89 | 2014 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 370.6K | — | 1.25M | — | 370.6K | 7.5K | 1.99M | 62.46% | ↗ |
| 90 | 2014 | John B. McLaren, President and Chief Operating Officer | 425.0K | — | 996.8K | — | 329.4K | 3.8K | 1.76M | 56.80% | ↗ |
| 91 | 2014 | John B. McLaren, Executive Vice President and Chief Operating Officer | 425.0K | 329.4K | 996.8K | — | — | 3.2K | 1.75M | 56.82% | ↗ |
| 92 | 2014 | Gary A. Shiffman, Chairman, and Chief Executive Officer | 680.9K | — | 249.2K | — | 680.9K | 47.5K | 1.66M | 15.03% | ↗ |
| 93 | 2014 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 680.9K | 680.9K | 249.2K | — | — | 46.9K | 1.66M | 15.03% | ↗ |
| 94 | 2014 | Jonathan M. Colman, Executive Vice President | 75.0K | — | 384.1K | — | 1.13M | 2.4K | 1.60M | 24.07% | ↗ |
| 95 | 2013 | Gary A. Shiffman, Chairman, and Chief Executive Officer | 671.1K | — | 13.72M | — | 335.6K | 49.9K | 14.77M | 92.85% | ↗ |
| 96 | 2013 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 671.1K | 335.6K | 13.72M | — | — | 49.2K | 14.77M | 92.85% | ↗ |
| 97 | 2013 | John B. McLaren, President and Chief Operating Officer | 400.0K | — | 685.4K | — | 200.0K | 4.3K | 1.29M | 53.14% | ↗ |
| 98 | 2013 | John B. McLaren, Executive Vice President and Chief Operating Officer | 400.0K | 200.0K | 685.4K | — | — | 3.7K | 1.29M | 53.17% | ↗ |
| 99 | 2013 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 353.0K | — | 685.4K | — | 176.5K | 4.4K | 1.22M | 56.21% | ↗ |
| 100 | 2013 | Jonathan M. Colman, Executive Vice President | 75.0K | — | 137.1K | — | 265.0K | 3.4K | 480.4K | 28.53% | ↗ |
| 101 | 2012 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 657.5K | 315.0K | 769.2K | — | — | 59.7K | 1.80M | 42.70% | ↗ |
| 102 | 2012 | John B. McLaren, Executive Vice President and Chief Operating Officer | 375.0K | 150.0K | 408.0K | — | — | 5.3K | 938.3K | 43.48% | ↗ |
| 103 | 2012 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 345.7K | 135.0K | 204.0K | — | — | 5.5K | 690.2K | 29.56% | ↗ |
| 104 | 2012 | Jonathan M. Colman, Executive Vice President | 195.4K | 175.0K | — | — | — | 3.0K | 373.4K | 0.00% | ↗ |
| 105 | 2011 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 637.4K | 637.4K | 1.88M | — | — | 47.6K | 3.20M | 58.73% | ↗ |
| 106 | 2011 | John B. McLaren, Executive Vice President and Chief Operating Officer | 345.0K | 381.2K | 1.11M | — | — | 5.2K | 1.85M | 60.37% | ↗ |
| 107 | 2011 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 335.0K | 402.9K | 834.6K | — | — | 5.1K | 1.58M | 52.90% | ↗ |
| 108 | 2011 | Jonathan M. Colman, Executive Vice President | 191.5K | 75.0K | — | — | — | 2.2K | 268.7K | 0.00% | ↗ |
| 109 | 2010 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 615.0K | 135.0K | — | — | — | 47.4K | 797.4K | 0.00% | ↗ |
| 110 | 2010 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 290.1K | — | — | — | — | 5.6K | 295.7K | 0.00% | ↗ |
| 111 | 2010 | John B. McLaren, Executive Vice President and Chief Operating Officer | 277.6K | — | — | — | — | 4.4K | 282.0K | 0.00% | ↗ |
| 112 | 2010 | Jonathan M. Colman, Executive Vice President | 186.9K | 15.0K | — | — | — | 2.8K | 204.6K | 0.00% | ↗ |
| 113 | 2009 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 621.8K | 340.0K | 897.0K | — | — | 47.9K | 1.91M | 47.04% | ↗ |
| 114 | 2009 | John B. McLaren, Executive Vice President and Chief Operating Officer | 280.7K | 147.5K | 149.5K | — | — | 5.4K | 533.2K | 28.04% | ↗ |
| 115 | 2009 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 275.2K | 172.0K | 149.5K | — | — | 6.0K | 523.3K | 28.57% | ↗ |
| 116 | 2009 | Jonathan M. Colman, Executive Vice President | 190.2K | 47.0K | — | — | — | 2.3K | 239.5K | 0.00% | ↗ |
| 117 | 2008 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 598.2K | 239.3K | — | — | — | 83.6K | 921.0K | 0.00% | ↗ |
| 118 | 2008 | John B. McLaren, Executive Vice President and Chief Operating Officer | 254.3K | 78.2K | 198.1K | — | — | 2.6K | 533.2K | 37.16% | ↗ |
| 119 | 2008 | Karen J. Dearing, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 236.9K | 85.8K | 198.1K | — | — | 2.6K | 523.3K | 37.85% | ↗ |
| 120 | 2008 | Jonathan M. Colman, Executive Vice President | 179.6K | 44.9K | — | — | — | 2.2K | 226.7K | 0.00% | ↗ |
| 121 | 2007 | Gary A. Shiffman, Chairman, Chief Executive Officer, and President | 574.6K | 183.9K | — | — | — | 76.6K | 835.0K | 0.00% | ↗ |
| 122 | 2007 | Jonathan M. Colman, Executive Vice President | 172.5K | 43.1K | — | — | — | 1.9K | 217.5K | 0.00% | ↗ |
| 123 | 2006 | Gary A. Shiffman, Chairman, Chief Executive Officer and President | 532.0K | 114.6K | 1.15M | — | — | 56.7K | 1.85M | 62.08% | ↗ |
| 124 | 2006 | Jeffrey P. Jorissen, Executive Vice President, Treasurer, Chief Financial Officer and Secretary | 306.8K | 66.1K | 789.8K | — | — | 126.00 | 1.16M | 67.92% | ↗ |
| 125 | 2006 | Brian W. Fannon, Executive Vice President and Chief Operating Officer | 394.1K | 84.9K | 406.8K | — | — | 126.00 | 885.9K | 45.92% | ↗ |
| 126 | 2006 | Jonathan M. Colman, Executive Vice President | 159.6K | 34.4K | 158.7K | — | — | 126.00 | 352.8K | 44.97% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Aaron Weiss | Executive VP & Chief Investment Officer | 3M | male |
| Fernando Castro-Caratini | Executive Vice President, Chief Financial Officer, Treasurer & Secretary | 3M | male |
| Charles D. Young | Chief Executive Officer & Director | 3M | male |
| Marc Farrugia | Executive Vice President & Chief Administrative Officer | 3M | male |
| John Bandini McLaren | President & COO | 2M | male |
| Brian Loftus | Senior Vice President & Chief Accounting Officer | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-09-18 | 2025-10-13 | Michael McCaul | TX10 | Spouse | Sale | $100,001 - $250,000 | ↗ |
| 2025-03-17 | 2025-04-18 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2024-09-30 | 2024-10-14 | Michael McCaul | TX10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2024-09-30 | 2024-10-14 | Michael McCaul | TX10 | Spouse | Sale | $100,001 - $250,000 | ↗ |
| 2024-05-21 | 2024-06-20 | Michael McCaul | TX10 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2024-05-21 | 2024-06-20 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-05-20 | 2024-06-20 | Michael McCaul | TX10 | Spouse | Purchase | $100,001 - $250,000 | ↗ |
| 2024-05-20 | 2024-06-20 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-31 | 2023-11-17 | Michael McCaul | TX10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-10-31 | 2023-11-17 | Michael McCaul | TX10 | Spouse | Purchase | $100,001 - $250,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Lois Frankel | FL22 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-02-10 | 2023-03-02 | Diana Harshbarger | TN01 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2023-01-03 | 2023-01-30 | Diana Harshbarger | TN01 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-30 | 2023-01-03 | Diana Harshbarger | TN01 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-09-29 | 2022-10-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-09-29 | 2022-10-07 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-09-06 | 2022-10-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-06-16 | 2022-07-07 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
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Community Opinion for SUI
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.

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