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Sun Communities, Inc. (SUI)

USD120.80 +1.92 (+1.62%)
US NYSE Real Estate REIT - Residential
Address 27777 Franklin Road 48034
Southfield, MI, US
CEO Charles D. Young
IPO 1993-12-09
CIK 912593 ISIN US8666741041

Explore sections of this company profile

Description

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.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
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Price Chart
Averages
Trend
Price
Levels
Draw
USD120.80 +1.92 (+1.62%)
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Volume Profile
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Liquidity & share structure
Average Volume
957.1K
Beta
0.79
Float Shares
121.72M
Free Float %
98.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.07% -3.13% -3.27% -9.38% -4.02% -0.20% -0.13% -2.35% -26.77% +77.09% +510.67%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (20 ratings, all time) Buy
Price Targets & DCF
Current price
120.80
Low 127.00 +5.1%
Consensus 141.86 +17.4%
Median 144.00 +19.2%
High 151.00 +25.0%
DCF (Unlevered) 134.22 +11.1%
DCF (Levered) 142.48 +17.9%

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) 68% Bullish
Rating 2026-05 Change
Strong Buy 5 +1
Buy 8 -1
Hold 5 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
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%
Quality scores
Altman Z-Score
1.68
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
  • 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 / EBITDA
    2.68× Q1'26: 6.10× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.82) × ERP
WACC = 89% × Ke + 11% × Kd (12.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 134.22 Current price: 120.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Recent Grade Changes (3M)
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-712.96M
OE per share TTM
-5.75
Owner's Yield
-4.70%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
235.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
521
Total invested
14.80B
Insider transactions (90d)
2
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
521
-23 vs prev Q
New positions
68
Closed positions
95
Increased
249
Reduced
188
Put/Call ratio
1.33
Calls held
140.9K
Puts held
187.0K
Top institutional holders
# 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
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
4
Shares acquired
Shares disposed
24.9K
Cash buys
Cash sales
2.00
Net activity
-24,869
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
2026-05-26 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

Top executives
EBIT / Employee
27.1K
Shares Outstanding
123.23M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-31 DEFA14A
2026-03-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K/A
2026-05-27 4
2026-05-26 4
2026-05-21 8-K
2026-05-18 8-K
2026-05-13 8-K/A
2026-05-07 SC 13G/A
2026-05-04 8-K
2026-04-30 SC 13G
2026-04-29 SC 13G

Executive team

NameTitleCompensationGender
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
ESG Rating
B
REIT - RESIDENTIAL
Rank: 13 out of 24
2020
E (Environmental)
69.5 / 66.6
Company / Sector avg.
S (Social)
67.3 / 64.9
Company / Sector avg.
G (Governance)
69.2 / 67.8
Company / Sector avg.
ESG Total
68.7 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
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
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits