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T. Rowe Price Group, Inc. (TROW)
USD115.08
+1.43 (+1.26%)
US NASDAQ S&P 500
Financial Services Asset Management
Address
100 East Pratt Street 21202
Baltimore, MD, US
Baltimore, MD, US
CEO
Robert W. Sharps
Website
troweprice.com
IPO
1986-04-02
CIK 1113169 ISIN US74144T1088
Also trades on
Dusseldorf Stock Exchange · TR1.DU (EUR)
London Stock Exchange · 0KNY.L (USD)
NASDAQ Global Select · TROW (USD)
Description
T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.
News Sentiment (7d)
4 articles
- T. Rowe Price (TROW) is a Top-Ranked Momentum Stock: Should You Buy? Zacks Investment Research
- T. Rowe Price AUM Hits $1.89 Trillion GuruFocus
- T. ROWE PRICE GROUP REPORTS MONTH-END ASSETS UNDER MANAGEMENT FOR JUNE 2026 PRNewsWire
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1999-10-12 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD115.08
+1.43 (+1.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.50
Float Shares
213.55M
Free Float %
98.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.55% | -0.69% | +14.49% | +12.44% | -0.02% | +2.31% | +7.89% | -0.53% | -43.24% | +38.54% | +12,917.44% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (38 ratings, all time)
Hold
Price Targets & DCF
Current price
115.08
Low
89.00
-22.7%
Consensus
101.20
-12.1%
Median
104.00
-9.6%
High
110.00
-4.4%
DCF (Unlevered)
126.96
+10.3%
DCF (Levered)
105.02
-8.7%
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)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | -1 |
| Buy | 0 | 0 |
| Hold | 9 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 3 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 4 |
96.25
-16.4%
|
| Last Quarter | 6 |
96.50
-16.1%
|
| Last Year | 18 |
107.06
-7.0%
|
| All Time | 35 |
121.03
+5.2%
|
Quality scores
Altman Z-Score
7.77
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
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
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+3.1% Q1'26: +5.3% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+1.1% Q1'26: +3.7% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+28.8% Q1'26: +48.0% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+33.4% Q1'26: +34.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+19.7% ★ Q1'26: +22.6% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+0.2% Q1'26: +0.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.30× ★ Q1'26: 0.16× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 7 EPS Ana. |
Dec 2027 5 Rev. Ana. 7 EPS Ana. |
Dec 2028 2 Rev. Ana. 5 EPS Ana. |
Dec 2029 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.37B
est: 2.33B (+1.5%)
|
2.76B
est: 2.77B (-0.3%)
|
3.02B
est: 3.06B (-1.2%)
|
3.48B
est: 3.46B (+0.6%)
|
3.98B
est: 3.99B (-0.1%)
|
4.20B
est: 4.16B (+1.0%)
|
4.28B
est: 4.24B (+1.0%)
|
4.85B
est: 4.78B (+1.5%)
|
5.37B
est: 5.40B (-0.4%)
|
5.62B
est: 5.61B (+0.2%)
|
6.21B
est: 6.16B (+0.8%)
|
7.67B
est: 7.64B (+0.4%)
|
6.49B
est: 6.53B (-0.6%)
|
6.46B
est: 6.80B (-4.9%)
|
7.09B
est: 7.18B (-1.2%)
|
7.31B
est: 7.36B (-0.6%)
|
7.46B
7.25B – 7.59B
+1.5% YoY
|
7.62B
7.38B – 7.87B
+2.1% YoY
|
7.72B
7.69B – 7.75B
+1.3% YoY
|
7.86B
7.69B – 8.01B
+1.8% YoY
|
| EBITDA |
1.10B
est: 1.11B (-1.3%)
|
1.30B
est: 1.33B (-2.4%)
|
1.45B
est: 1.52B (-5.1%)
|
1.73B
est: 1.76B (-1.9%)
|
2.00B
est: 2.09B (-4.4%)
|
2.03B
est: 2.12B (-4.5%)
|
1.93B
est: 1.90B (+1.6%)
|
2.20B
est: 2.15B (+2.4%)
|
2.51B
est: 2.51B (-0.2%)
|
2.58B
est: 2.77B (-7.0%)
|
2.94B
est: 3.02B (-2.7%)
|
3.91B
est: 4.12B (-5.1%)
|
3.14B
est: 4.26B (-26.2%)
|
2.52B
est: 2.99B (-15.7%)
|
2.98B
est: 3.16B (-5.6%)
|
2.88B
est: 3.23B (-11.0%)
|
3.28B
3.19B – 3.34B
+1.5% YoY
|
3.35B
3.24B – 3.46B
+2.1% YoY
|
3.40B
3.38B – 3.41B
+1.3% YoY
|
3.45B
3.38B – 3.52B
+1.8% YoY
|
| EBIT |
1.04B
est: 1.02B (+1.7%)
|
1.23B
est: 1.23B (-0.6%)
|
1.36B
est: 1.37B (-0.6%)
|
1.64B
est: 1.61B (+1.6%)
|
1.89B
est: 1.87B (+0.9%)
|
1.90B
est: 1.89B (+0.3%)
|
1.80B
est: 1.61B (+12.1%)
|
2.06B
est: 1.77B (+16.2%)
|
2.35B
est: 2.30B (+2.2%)
|
2.39B
est: 2.21B (+8.1%)
|
2.75B
est: 2.55B (+7.8%)
|
3.71B
est: 3.66B (+1.4%)
|
2.50B
est: 3.99B (-37.4%)
|
2.04B
est: 2.54B (-19.7%)
|
2.48B
est: 2.68B (-7.7%)
|
2.45B
est: 2.75B (-11.0%)
|
2.79B
2.71B – 2.84B
+1.5% YoY
|
2.85B
2.75B – 2.94B
+2.1% YoY
|
2.88B
2.87B – 2.90B
+1.3% YoY
|
2.93B
2.87B – 2.99B
+1.8% YoY
|
| Net Income |
672.20M
est: 660.42M (+1.8%)
|
773.20M
est: 777.80M (-0.6%)
|
883.60M
est: 887.61M (-0.5%)
|
1.05B
est: 1.03B (+1.7%)
|
1.23B
est: 1.22B (+1.0%)
|
1.22B
est: 1.22B (+0.4%)
|
1.22B
est: 1.11B (+9.5%)
|
1.50B
est: 1.26B (+19.3%)
|
1.84B
est: 1.76B (+4.3%)
|
2.13B
est: 1.97B (+8.2%)
|
2.37B
est: 2.18B (+8.6%)
|
3.08B
est: 3.04B (+1.4%)
|
1.56B
est: 3.13B (-50.3%)
|
1.79B
est: 1.90B (-5.7%)
|
2.10B
est: 2.10B (+0.2%)
|
2.09B
est: 2.18B (-4.2%)
|
2.10B
1.97B – 2.23B
-3.6% YoY
|
2.02B
2.01B – 2.24B
-3.8% YoY
|
2.08B
2.02B – 2.13B
+2.9% YoY
|
2.22B
2.15B – 2.27B
+6.6% YoY
|
| SGA |
196.00M
est: 932.75M (-79.0%)
|
205.80M
est: 1.02B (-79.8%)
|
213.20M
est: 100.50M (+112.1%)
|
222.80M
est: 221.04M (+0.8%)
|
219.90M
est: 217.39M (+1.2%)
|
238.90M
est: 237.75M (+0.5%)
|
618.10M
est: 234.26M (+163.8%)
|
722.60M
est: 240.76M (+200.1%)
|
779.50M
est: 765.86M (+1.8%)
|
846.00M
est: 783.57M (+8.0%)
|
844.60M
est: 780.34M (+8.2%)
|
968.70M
est: 955.49M (+1.4%)
|
1.07B
est: 1.06B (+0.9%)
|
1.17B
est: 1.30B (-9.9%)
|
1.21B
est: 1.37B (-11.9%)
|
2.28B
est: 1.40B (+62.5%)
|
1.42B
1.38B – 1.45B
+1.5% YoY
|
1.45B
1.41B – 1.50B
+2.1% YoY
|
1.47B
1.47B – 1.48B
+1.3% YoY
|
1.50B
1.47B – 1.53B
+1.8% YoY
|
| EPS |
2.60
est: 2.44 (+6.6%)
|
3.01
est: 2.96 (+1.7%)
|
3.47
est: 3.33 (+4.2%)
|
4.02
est: 3.77 (+6.6%)
|
4.68
est: 4.40 (+6.4%)
|
4.74
est: 4.54 (+4.4%)
|
4.85
est: 4.61 (+5.1%)
|
6.07
est: 6.08 (-0.2%)
|
7.41
est: 7.37 (+0.5%)
|
8.82
est: 8.45 (+4.4%)
|
10.08
est: 9.38 (+7.4%)
|
13.25
est: 12.73 (+4.1%)
|
6.73
est: 7.99 (-15.8%)
|
7.78
est: 8.49 (-8.3%)
|
9.18
est: 9.36 (-2.0%)
|
9.26
est: 9.74 (-4.9%)
|
9.41
8.79 – 9.97
-3.3% YoY
|
9.44
9.00 – 10.00
+0.3% YoY
|
9.29
9.04 – 9.52
-1.7% YoY
|
9.90
9.63 – 10.15
+6.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-01 | Barclays | Underweight | Underweight | Maintain |
| 2026-04-24 | JP Morgan | Underweight | Underweight | Maintain |
| 2026-04-17 | Barclays | Underweight | Underweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 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
2.38B
OE per share TTM
10.78
Owner's Yield
10.18%
Maintenance CapEx ratio
9.63%
Maint CapEx / Avg PPE
15.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
278
Total invested
864.61M
Insider transactions (90d)
0
Beneficial owners (>5%)
6
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 | 24.17M | 10.71% | — | 316.9K | 23.23M | 940.4K | IA | Pennsylvania | 2022-10-11 | ↗ |
| 2 | (1) BlackRock, Inc. | 18.81M | 8.40% | 16.46M | — | 18.81M | — | HC | Delaware | 2022-02-03 | ↗ |
| 3 | STATE STREET CORPORATION | 11.46M | 9.00% | — | 10.30M | — | 11.45M | HC | BOSTON MASSACHUSETTS | 2021-02-11 | ↗ |
| 4 | Edward C. Johnson 3d | 9.35M | 3.62% | — | — | 9.35M | — | IN | United States of America | 2009-02-17 | ↗ |
| 5 | FMR LLC | 9.35M | 3.62% | 282.8K | — | 9.35M | — | HC | Delaware | 2009-02-17 | ↗ |
| 6 | BARCLAYS GLOBAL INVESTORS, NA. | 4.02M | 4.39% | 441.6K | — | 12.64M | 437.1K | BK | Pennsylvania | 2013-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
278
-875 vs prev Q
New positions
27
Closed positions
871
Increased
123
Reduced
92
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 26.40M +7.9K (+0.0%) | 2.70B -6.0M (-0.2%) | 11.80% -0.188 pp | 0.04% -0.001 pp | USD104.34 -1.9% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 20.76M +134.0K (+0.6%) | 2.13B +8.4M (+0.4%) | 9.28% -0.090 pp | 0.04% -0.001 pp | USD108.24 -5.4% | 6 qtrs — |
| 3 | STATE STREET CORP | 14.16M +45.5K (+0.3%) | 1.45B +991.7K (+0.1%) | 6.33% -0.082 pp | 0.05% -0.002 pp | USD91.77 +11.6% | 51 qtrs — |
| 4 | GOLDMAN SACHS GROUP INC | 8.77M +6.7M (+332.0%) | 897.88M +689.5M (+331.0%) | 4.02% +3.094 pp | 0.11% +0.085 pp | USD107.19 -4.5% | 73 qtrs — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.07M +143.1K (+1.8%) | 826.60M +12.6M (+1.5%) | 3.61% +0.007 pp | 0.13% -0.002 pp | USD114.49 -10.6% | 100 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6.07M -2.2K (0.0%) | 619.39M -1.7M (-0.3%) | 2.71% -0.045 pp | 0.04% -0.001 pp | USD96.18 +6.4% | 78 qtrs — |
| 7 | FAYEZ SAROFIM & CO | 4.74M -309.2K (-6.1%) | 484.90M -33.0M (-6.4%) | 2.12% -0.175 pp | 1.16% -0.037 pp | USD93.19 +9.9% | 49 qtrs — |
| 8 | INVESCO LTD. | 3.52M +131.4K (+3.9%) | 360.47M +12.6M (+3.6%) | 1.57% +0.034 pp | 0.06% +0.001 pp | USD106.01 -3.4% | 57 qtrs — |
| 9 | MORGAN STANLEY | 3.44M +476.2K (+16.1%) | 352.53M +48.0M (+15.8%) | 1.54% +0.191 pp | 0.02% +0.003 pp | USD109.75 -6.7% | 51 qtrs — |
| 10 | FIRST TRUST ADVISORS LP | 3.28M +1.8M (+126.5%) | 335.89M +187.2M (+125.9%) | 1.47% +0.808 pp | 0.24% +0.133 pp | USD104.88 -2.4% | 51 qtrs — |
| 11 | NORTHERN TRUST CORP | 2.87M +345.1K (+13.6%) | 294.26M +34.7M (+13.4%) | 1.28% +0.136 pp | 0.04% +0.004 pp | USD87.87 +16.5% | 51 qtrs — |
| 12 | UBS GROUP AG | 2.72M +34.9K (+1.3%) | 278.47M +2.9M (+1.0%) | 1.22% -0.004 pp | 0.05% +0.002 pp | USD107.93 -5.1% | 45 qtrs — |
| 13 | UBS ASSET MANAGEMENT AMERICAS INC | 2.59M +170.3K (+7.1%) | 264.69M +16.8M (+6.8%) | 1.16% +0.059 pp | 0.06% +0.002 pp | USD99.10 +3.3% | 90 qtrs — |
| 14 | PROVIDENT TRUST CO | 2.44M -116.1K (-4.5%) | 250.11M -12.6M (-4.8%) | 1.12% -0.044 pp | 4.19% -0.194 pp | USD96.83 +5.7% | 43 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 2.09M -3.2K (-0.2%) | 213.69M -864.7K (-0.4%) | 0.93% -0.017 pp | 0.04% -0.001 pp | USD95.69 +7.0% | 51 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 1.94M -117.6K (-5.7%) | 198.45M -12.6M (-6.0%) | 0.87% -0.067 pp | 0.10% -0.008 pp | USD119.88 -14.6% | 25 qtrs — |
| 17 | LEGAL & GENERAL GROUP PLC | 1.87M -332.7K (-15.1%) | 191.76M -34.6M (-15.3%) | 0.84% -0.165 pp | 0.04% -0.008 pp | USD105.06 -2.6% | 75 qtrs — |
| 18 | FISHER ASSET MANAGEMENT, LLC | 1.61M -43.4K (-2.6%) | 164.40M -4.9M (-2.9%) | 0.72% -0.031 pp | 0.06% -0.005 pp | USD106.00 -3.4% | 57 qtrs — |
| 19 | PROSHARE ADVISORS LLC | 1.60M -13.3K (-0.8%) | 163.79M -1.8M (-1.1%) | 0.73% +0.000 pp | 0.29% -0.058 pp | USD108.30 -5.5% | 76 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 1.54M -30.1K (-1.9%) | 157.37M -3.5M (-2.2%) | 0.69% -0.025 pp | 0.03% -0.003 pp | USD102.89 -0.5% | 66 qtrs — |
| 21 | BROWN ADVISORY INC | 1.50M -33.3K (-2.2%) | 153.20M -3.8M (-2.4%) | 0.67% -0.026 pp | 0.21% +0.009 pp | USD102.90 -0.5% | 62 qtrs — |
| 22 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.26M -51.6K (-4.0%) | 128.52M -5.6M (-4.2%) | 0.56% -0.033 pp | 0.22% -0.024 pp | USD104.71 -2.2% | 51 qtrs — |
| 23 | NORGES BANK | 1.25M +1.3M (+100.0%) | 128.28M +128.3M (+100.0%) | 0.56% +0.560 pp | 0.01% +0.014 pp | USD102.38 +0.0% | 1 qtrs NEW |
| 24 | HB WEALTH MANAGEMENT, LLC | 1.10M -54.2K (-4.7%) | 112.91M -5.8M (-4.9%) | 0.51% -0.021 pp | 0.73% -0.074 pp | USD94.50 +8.3% | 17 qtrs — |
| 25 | SQUAREPOINT OPS LLC | 1.10M +969.4K (+738.4%) | 112.69M +99.2M (+736.3%) | 0.49% +0.432 pp | 0.12% +0.106 pp | USD102.34 +0.0% | 42 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 1.04M +230.5K (+28.4%) | 106.74M +23.4M (+28.1%) | 0.47% +0.097 pp | 0.01% +0.002 pp | USD98.93 +3.5% | 52 qtrs — |
| 27 | HSBC HOLDINGS PLC | 1.03M -20.0K (-1.9%) | 105.99M -2.0M (-1.9%) | 0.47% -0.005 pp | 0.05% -0.006 pp | USD112.35 -8.9% | 56 qtrs — |
| 28 | AMUNDI | 1.02M +132.1K (+14.8%) | 104.61M +11.0M (+11.7%) | 0.46% +0.053 pp | 0.03% -0.002 pp | USD133.76 -23.5% | 19 qtrs — |
| 29 | DEUTSCHE BANK AG\ | 1.00M +74.7K (+8.0%) | 102.65M +7.4M (+7.8%) | 0.46% +0.038 pp | 0.03% +0.002 pp | USD109.88 -6.8% | 50 qtrs — |
| 30 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 943.7K -30.1K (-3.1%) | 96.61M -3.3M (-3.3%) | 0.43% -0.010 pp | 1.45% +0.022 pp | USD108.54 -5.7% | 58 qtrs — |
| 31 | JPMORGAN CHASE & CO | 856.4K -191.0K (-18.2%) | 87.67M -19.8M (-18.4%) | 0.39% -0.084 pp | 0.01% -0.001 pp | USD97.55 +5.0% | 51 qtrs — |
| 32 | WELLS FARGO & COMPANY/MN | 813.7K -2.4K (-0.3%) | 83.31M -458.0K (-0.5%) | 0.36% -0.007 pp | 0.02% -0.001 pp | USD93.58 +9.4% | 57 qtrs — |
| 33 | BARCLAYS PLC | 805.1K -17.8K (-2.2%) | 82.42M -7.2M (-8.0%) | 0.36% -0.014 pp | 0.02% -0.003 pp | USD109.71 -6.7% | 51 qtrs — |
| 34 | FRANKLIN RESOURCES INC | 775.8K +243.7K (+45.8%) | 79.43M +24.8M (+45.4%) | 0.35% +0.105 pp | 0.02% +0.006 pp | USD107.20 -4.5% | 51 qtrs — |
| 35 | STIFEL FINANCIAL CORP | 766.0K -55.7K (-6.8%) | 78.42M -5.9M (-7.0%) | 0.34% -0.031 pp | 0.07% -0.007 pp | USD127.45 -19.7% | 48 qtrs — |
| 36 | ALLIANZ ASSET MANAGEMENT GMBH | 764.7K -2.9K (-0.4%) | 78.29M -500.8K (-0.6%) | 0.34% -0.007 pp | 0.08% -0.009 pp | USD107.24 -4.5% | 51 qtrs — |
| 37 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 763.6K +16.7K (+2.2%) | 78.19M +1.9M (+2.5%) | 0.34% +0.002 pp | 0.09% -0.108 pp | USD105.84 -3.3% | 51 qtrs — |
| 38 | BANK OF MONTREAL /CAN/ | 735.4K +20.1K (+2.8%) | 75.29M +1.9M (+2.6%) | 0.33% +0.004 pp | 0.03% -0.002 pp | USD112.26 -8.8% | 51 qtrs — |
| 39 | AMERIPRISE FINANCIAL INC | 777.1K -96.0K (-11.0%) | 70.01M -7.3M (-9.5%) | 0.35% -0.049 pp | 0.02% -0.002 pp | USD123.87 -17.3% | 55 qtrs — |
| 40 | MARATHON CAPITAL MANAGEMENT | 653.1K -31.5K (-4.6%) | 66.87M -3.4M (-4.8%) | 0.30% -0.012 pp | 14.39% -1.691 pp | USD82.28 +24.4% | 51 qtrs — |
| 41 | — | 651.8K +3.3K (+0.5%) | 66.73M +167.3K (+0.3%) | 0.30% +0.004 pp | 0.34% -0.006 pp | USD114.70 -10.7% | 33 qtrs — |
| 42 | LPL FINANCIAL LLC | 633.5K +61.8K (+10.8%) | 64.86M +6.2M (+10.5%) | 0.28% +0.024 pp | 0.02% +0.001 pp | USD108.41 -5.6% | 37 qtrs — |
| 43 | AQR CAPITAL MANAGEMENT LLC | 626.3K +151.6K (+31.9%) | 64.12M +15.4M (+31.6%) | 0.28% +0.064 pp | 0.03% +0.002 pp | USD109.40 -6.4% | 47 qtrs — |
| 44 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 624.0K -44.6K (-6.7%) | 63.89M -4.7M (-6.9%) | 0.29% -0.018 pp | 0.04% -0.002 pp | USD99.40 +3.0% | 59 qtrs — |
| 45 | NUVEEN, LLC | 613.1K -6.0K (-1.0%) | 62.77M -774.7K (-1.2%) | 0.27% -0.007 pp | 0.02% 0.000 pp | USD94.14 +8.8% | 4 qtrs — |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 555.5K +20.3K (+3.8%) | 56.87M +1.9M (+3.5%) | 0.25% +0.005 pp | 0.01% +0.000 pp | USD105.25 -2.7% | 51 qtrs — |
| 47 | VIRGINIA RETIREMENT SYSTEMS ET AL | 546.7K +18.2K (+3.4%) | 55.97M +1.7M (+3.2%) | 0.25% +0.010 pp | 0.33% -0.019 pp | USD94.93 +7.8% | 4 qtrs — |
| 48 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 520.8K +19.0K (+3.8%) | 54.49M +3.0M (+5.8%) | 0.24% +0.011 pp | 0.04% 0.000 pp | USD110.82 -7.6% | 58 qtrs — |
| 49 | ASSETMARK, INC | 511.5K -417.0 (-0.1%) | 52.37M -175.9K (-0.3%) | 0.23% +0.002 pp | 0.11% -0.006 pp | USD120.96 -15.4% | 35 qtrs — |
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 501.3K -22.5K (-4.3%) | 51.32M -2.4M (-4.5%) | 0.22% -0.014 pp | 0.03% -0.005 pp | USD80.61 +27.0% | 51 qtrs — |
| 51 | CBOE VEST FINANCIAL, LLC | 498.0K -11.7K (-2.3%) | 50.99M -1.3M (-2.6%) | 0.23% -0.004 pp | 0.65% -0.037 pp | USD111.81 -8.4% | 21 qtrs — |
| 52 | BAILLIE GIFFORD & CO | 482.9K -11.2K (-2.3%) | 49.44M -1.3M (-2.5%) | 0.22% -0.003 pp | 0.04% +0.004 pp | USD115.36 -11.3% | 24 qtrs — |
| 53 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 453.6K +49.7K (+12.3%) | 46.47M +4.7M (+11.2%) | 0.20% +0.019 pp | 0.08% +0.021 pp | USD116.30 -12.0% | 63 qtrs — |
| 54 | NATIONAL PENSION SERVICE | 453.0K +29.7K (+7.0%) | 46.38M +2.9M (+6.7%) | 0.20% +0.010 pp | 0.03% +0.001 pp | USD101.82 +0.5% | 46 qtrs — |
| 55 | CANADA PENSION PLAN INVESTMENT BOARD | 444.8K +238.3K (+115.5%) | 45.54M +24.3M (+114.9%) | 0.20% +0.105 pp | 0.03% +0.016 pp | USD103.44 -1.0% | 9 qtrs — |
| 56 | RHUMBLINE ADVISERS | 444.6K -12.4K (-2.7%) | 45.52M -1.4M (-3.0%) | 0.20% -0.009 pp | 0.04% -0.001 pp | USD90.39 +13.3% | 51 qtrs — |
| 57 | FMR LLC | 433.1K -64.3K (-12.9%) | 44.34M -6.7M (-13.2%) | 0.19% -0.032 pp | 0.00% 0.000 pp | USD116.94 -12.5% | 70 qtrs — |
| 58 | NOMURA ASSET MANAGEMENT CO LTD | 429.1K -15.7K (-3.5%) | 43.93M -1.7M (-3.8%) | 0.19% -0.010 pp | 0.11% -0.008 pp | USD107.77 -5.0% | 76 qtrs — |
| 59 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 428.8K +24.4K (+6.0%) | 43.90M +2.4M (+5.8%) | 0.19% +0.008 pp | 0.04% +0.001 pp | USD87.93 +16.4% | 52 qtrs — |
| 60 | CITIGROUP INC | 419.6K +25.1K (+6.4%) | 42.96M +2.5M (+6.1%) | 0.19% +0.008 pp | 0.02% +0.001 pp | USD101.68 +0.7% | 100 qtrs — |
| 61 | VICTORY CAPITAL MANAGEMENT INC | 414.9K +25.7K (+6.6%) | 42.48M +2.5M (+6.3%) | 0.19% +0.009 pp | 0.02% +0.001 pp | USD108.83 -5.9% | 45 qtrs — |
| 62 | ARGA INVESTMENT MANAGEMENT, LP | 406.6K -161.9K (-28.5%) | 41.63M -16.7M (-28.7%) | 0.19% -0.072 pp | 1.14% -0.412 pp | USD97.99 +4.5% | 8 qtrs — |
| 63 | ROYAL BANK OF CANADA | 403.5K -2.3M (-85.1%) | 41.32M -236.0M (-85.1%) | 0.18% -1.047 pp | 0.01% -0.039 pp | USD101.62 +0.7% | 51 qtrs — |
| 64 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 401.8K -3.0K (-0.7%) | 41.14M -413.8K (-1.0%) | 0.18% -0.004 pp | 0.02% -0.001 pp | USD84.08 +21.8% | 58 qtrs — |
| 65 | DONALDSON CAPITAL MANAGEMENT, LLC | 400.0K -4.1K (-1.0%) | 40.95M -529.0K (-1.3%) | 0.18% 0.000 pp | 1.30% -0.011 pp | USD139.53 -26.6% | 23 qtrs — |
| 66 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 342.2K +55.9K (+19.5%) | 35.03M +5.7M (+19.2%) | 0.16% +0.027 pp | 0.19% +0.027 pp | USD142.54 -28.2% | 42 qtrs — |
| 67 | BNP PARIBAS ARBITRAGE, SNC | 341.1K +73.1K (+27.3%) | 34.92M +7.4M (+26.9%) | 0.15% +0.031 pp | 0.02% +0.001 pp | USD112.86 -9.3% | 51 qtrs — |
| 68 | MITSUBISHI UFJ TRUST & BANKING CORP | 337.5K -122.1K (-26.6%) | 34.55M -12.6M (-26.7%) | 0.15% -0.054 pp | 0.08% -0.022 pp | USD98.32 +4.1% | 67 qtrs — |
| 69 | ALLIANCEBERNSTEIN L.P. | 332.0K -38.5K (-10.4%) | 33.99M -4.0M (-10.6%) | 0.15% -0.020 pp | 0.01% -0.001 pp | USD124.84 -18.0% | 61 qtrs — |
| 70 | PICTET ASSET MANAGEMENT HOLDING SA | 328.4K -17.6K (-5.1%) | 33.63M -1.9M (-5.3%) | 0.15% -0.007 pp | 0.03% -0.002 pp | USD103.25 -0.8% | 10 qtrs — |
| 71 | NORDEA INVESTMENT MANAGEMENT AB | 325.0K +301.9K (+1,307.4%) | 33.38M +31.0M (+1,319.4%) | 0.15% +0.138 pp | 0.03% +0.027 pp | USD103.33 -0.9% | 86 qtrs — |
| 72 | COMMONWEALTH EQUITY SERVICES, LLC | 323.0K -20.1K (-5.9%) | 33.07M -2.1M (-6.1%) | 0.14% -0.012 pp | 0.04% -0.002 pp | USD119.01 -14.0% | 8 qtrs — |
| 73 | BANK OF NOVA SCOTIA | 317.9K +258.9K (+439.3%) | 32.54M +26.5M (+437.9%) | 0.14% +0.115 pp | 0.05% +0.038 pp | USD102.54 -0.2% | 52 qtrs — |
| 74 | MARKEL GROUP INC. | 314.0K +— (+0.0%) | 32.15M -81.6K (-0.3%) | 0.14% +0.001 pp | 0.26% -0.005 pp | USD73.24 +39.8% | 53 qtrs — |
| 75 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 314.0K -81.2K (-20.5%) | 32.15M -8.4M (-20.7%) | 0.14% -0.039 pp | 0.02% -0.007 pp | USD94.72 +8.1% | 4 qtrs — |
| 76 | PRICE T ROWE ASSOCIATES INC /MD/ | 313.9K +574.0 (+0.2%) | 32.14M -23.0K (-0.1%) | 0.14% -0.002 pp | 0.00% +0.000 pp | USD71.86 +42.5% | 75 qtrs — |
| 77 | ASSENAGON ASSET MANAGEMENT S.A. | 312.8K +95.4K (+43.9%) | 32.02M +9.7M (+43.5%) | 0.14% +0.045 pp | 0.04% +0.014 pp | USD102.62 -0.2% | 32 qtrs — |
| 78 | L.K. BENSON & COMPANY, P.C. | 306.3K -9.6K (-3.0%) | 31.36M -1.1M (-3.3%) | 0.14% -0.003 pp | 15.74% -1.739 pp | USD113.06 -9.4% | 5 qtrs — |
| 79 | QUANTINNO CAPITAL MANAGEMENT LP | 303.1K +94.6K (+45.4%) | 31.03M +9.6M (+45.0%) | 0.14% +0.041 pp | 0.06% +0.004 pp | USD100.17 +2.2% | 12 qtrs — |
| 80 | ACHMEA INVESTMENT MANAGEMENT B.V. | 282.5K +36.2K (+14.7%) | 28.93M +3.6M (+14.4%) | 0.13% +0.014 pp | 0.74% +0.424 pp | USD102.61 -0.2% | 36 qtrs — |
| 81 | ALPS ADVISORS INC | 276.8K +6.7K (+2.5%) | 28.34M +618.9K (+2.2%) | 0.12% +0.001 pp | 0.17% +0.011 pp | USD108.37 -5.5% | 50 qtrs — |
| 82 | AE WEALTH MANAGEMENT LLC | 269.3K +9.2K (+3.6%) | 27.58M +879.3K (+3.3%) | 0.12% +0.002 pp | 0.16% -0.012 pp | USD97.01 +5.5% | 4 qtrs — |
| 83 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 266.7K +71.5K (+36.7%) | 27.30M +7.3M (+36.3%) | 0.12% +0.031 pp | 0.07% +0.013 pp | USD104.39 -1.9% | 20 qtrs — |
| 84 | CITADEL ADVISORS LLC | 261.5K -1.2M (-81.6%) | 26.78M -118.9M (-81.6%) | 0.12% -0.528 pp | 0.00% -0.018 pp | USD104.80 -2.3% | 33 qtrs — |
| 85 | PRINCIPAL FINANCIAL GROUP INC | 260.8K +5.0K (+2.0%) | 26.70M +446.8K (+1.7%) | 0.12% +0.003 pp | 0.01% +0.000 pp | USD83.60 +22.5% | 81 qtrs — |
| 86 | RAYMOND JAMES FINANCIAL INC | 252.9K -2.5K (-1.0%) | 25.89M -322.5K (-1.2%) | 0.11% -0.003 pp | 0.01% 0.000 pp | USD113.00 -9.4% | 5 qtrs — |
| 87 | NEW YORK STATE COMMON RETIREMENT FUND | 247.9K +1.6K (+0.6%) | 25.38M +98.8K (+0.4%) | 0.11% -0.001 pp | 0.03% +0.001 pp | USD77.72 +31.7% | 101 qtrs — |
| 88 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 246.8K -61.0 (0.0%) | 25.26M -70.4K (-0.3%) | 0.11% +0.001 pp | 0.07% -0.009 pp | USD114.81 -10.8% | 32 qtrs — |
| 89 | VINVA INVESTMENT MANAGEMENT LTD | 234.8K +51.5K (+28.1%) | 24.33M +5.4M (+28.3%) | 0.10% +0.022 pp | 0.30% -0.068 pp | USD102.97 -0.6% | 8 qtrs — |
| 90 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 233.4K +42.6K (+22.3%) | 24.05M +4.5M (+22.8%) | 0.11% +0.020 pp | 0.04% +0.007 pp | USD110.70 -7.5% | 5 qtrs — |
| 91 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 228.6K -150.1K (-39.6%) | 23.41M -15.5M (-39.8%) | 0.10% -0.070 pp | 0.04% -0.031 pp | USD106.60 -4.0% | 5 qtrs — |
| 92 | MILLENNIUM MANAGEMENT LLC | 226.7K -45.9K (-16.8%) | 23.21M -4.8M (-17.1%) | 0.10% -0.023 pp | 0.01% -0.002 pp | USD100.62 +1.7% | 38 qtrs — |
| 93 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 224.6K -38.3K (-14.6%) | 23.00M -4.0M (-14.8%) | 0.10% -0.019 pp | 0.06% -0.025 pp | USD96.48 +6.1% | 9 qtrs — |
| 94 | JANE STREET GROUP, LLC | 219.1K -37.8K (-14.7%) | 22.43M -3.9M (-14.9%) | 0.10% -0.016 pp | 0.00% -0.001 pp | USD104.90 -2.4% | 6 qtrs — |
| 95 | BLAIR WILLIAM & CO/IL | 216.7K -2.8K (-1.3%) | 22.19M -341.1K (-1.5%) | 0.10% -0.003 pp | 0.06% 0.000 pp | USD111.06 -7.8% | 51 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 571 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VictoryShares Dividend Accelerator ETF VSDA | 4.10% | 9.84M | 0.40% |
| 2 | Franklin US Dividend Booster Index ETF XUDV | 3.28% | 2.48M | 0.09% |
| 3 | First Trust US Equity Income UCITS ETF UNCU.L | 3.05% | 1.27M | 0.65% |
| 4 | First Trust US Equity Income UCITS ETF UIND.L | 3.05% | 12.40M | 0.65% |
| 5 | First Trust Capital Strength ETF FTCS | 2.39% | 187.52M | 0.53% |
| 6 | Global X - S&P 500 High Yield Low Volatility ETF ZYUS.AX | 2.38% | 1.20M | 0.35% |
| 7 | Invesco S&P 500 High Dividend Low Volatility UCITS ETF HDLV.L | 2.38% | 10.53M | 0.30% |
| 8 | Invesco S&P 500 High Dividend Low Volatility ETF SPHD | 2.37% | 77.99M | 0.30% |
| 9 | iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EXX5.DE | 2.30% | 10.62M | 0.31% |
| 10 | iShares Select Dividend ETF DVY | 2.27% | 532.14M | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
9.00
Bullish
Ratio by volume
3.00
Bullish
Buys
18
Sells
2
Shares acquired
56.2K
Shares disposed
9.6K
Cash buys
—
Cash sales
—
Net activity
+46,610
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-30 | WILSON ALAN D | Director | A-Award | A | Common Stock | 558 | 89.03 | 49.7K | 38,766 | D | ↗ |
| 2026-03-30 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 187 | 89.03 | 16.7K | 29,977 | D | ↗ |
| 2026-03-30 | Verma Richard R. | Director | A-Award | A | Common Stock | 42 | 89.03 | 3.8K | 2,936 | D | ↗ |
| 2026-03-30 | Smith Cynthia F | Director | A-Award | A | Common Stock | 61 | 89.03 | 5.4K | 6,730 | D | ↗ |
| 2026-03-30 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 324 | 89.03 | 28.9K | 22,533 | D | ↗ |
| 2026-03-30 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 206 | 89.03 | 18.4K | 52,966 | D | ↗ |
| 2026-03-30 | Golston Allan C. | Director | A-Award | A | Common Stock | 42 | 89.03 | 3.8K | 2,936 | D | ↗ |
| 2026-03-30 | DUBLON DINA | Director | A-Award | A | Common Stock | 138 | 89.03 | 12.3K | 13,525 | D | ↗ |
| 2026-03-30 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 152 | 89.03 | 13.5K | 10,567 | D | ↗ |
| 2026-02-26 | MacLellan Robert F. | Director | M-Exempt | A | Common Stock | 4,417 | 74.14 | 327.5K | 52,759 | D | ↗ |
| 2026-02-13 | Veiel Eric L | Officer | A-Award | A | Common Stock | 169 | 103.93 | 17.6K | 133,944 | D | ↗ |
| 2026-02-13 | Robert W. Sharps | Officer | A-Award | A | Common Stock | 150 | 103.92 | 15.6K | 556,007 | D | ↗ |
| 2026-02-13 | Page Sebastien | Officer | A-Award | A | Common Stock | 8,861 | 0.00 | — | 75,627 | D | ↗ |
| 2026-02-13 | Dardis Jennifer B | Other | A-Award | A | Common Stock | 40 | 104.05 | 4.2K | 40,751 | D | ↗ |
| 2026-02-05 | Sawyer Dorothy C | Other | A-Award | A | Common Stock | 32 | 104.10 | 3.4K | 55,642 | D | ↗ |
| 2025-12-31 | WILSON ALAN D | Director | A-Award | A | Common Stock | 841 | 0.00 | — | 38,208 | D | ↗ |
| 2025-12-31 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 605 | 0.00 | — | 29,789 | D | ↗ |
| 2025-12-31 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 596 | 0.00 | — | 22,208 | D | ↗ |
| 2025-12-31 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 684 | 0.00 | — | 48,342 | D | ↗ |
| 2025-12-31 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 621 | 0.00 | — | 10,415 | D | ↗ |
| 2025-12-30 | WILSON ALAN D | Director | A-Award | A | Common Stock | 452 | 103.64 | 46.9K | 37,367 | D | ↗ |
| 2025-12-30 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 148 | 103.64 | 15.3K | 29,184 | D | ↗ |
| 2025-12-30 | Verma Richard R. | Director | A-Award | A | Common Stock | 35 | 103.64 | 3.6K | 2,894 | D | ↗ |
| 2025-12-30 | Smith Cynthia F | Director | A-Award | A | Common Stock | 51 | 103.64 | 5.3K | 6,668 | D | ↗ |
| 2025-12-30 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 262 | 103.64 | 27.1K | 21,612 | D | ↗ |
| 2025-12-30 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 163 | 103.64 | 16.9K | 47,658 | D | ↗ |
| 2025-12-30 | Jackson Stephon A. | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 86,707 | D | ↗ |
| 2025-12-30 | Golston Allan C. | Director | A-Award | A | Common Stock | 35 | 103.64 | 3.6K | 2,894 | D | ↗ |
| 2025-12-30 | DUBLON DINA | Director | A-Award | A | Common Stock | 114 | 103.64 | 11.8K | 13,388 | D | ↗ |
| 2025-12-30 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 119 | 103.64 | 12.3K | 9,794 | D | ↗ |
| 2025-12-29 | Robert W. Sharps | Officer | G-Gift | D | Common Stock | 1,067 | 0.00 | — | 555,857 | D | ↗ |
| 2025-12-19 | Veiel Eric L | Officer | G-Gift | D | Common Stock | 4,246 | 0.00 | — | 133,774 | D | ↗ |
| 2025-12-17 | Oestreicher David | Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 129,467 | D | ↗ |
| 2025-12-15 | Veiel Eric L | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 138,020 | D | ↗ |
| 2025-12-10 | Veiel Eric L | Officer | F-InKind | D | Common Stock | 12,447 | 105.37 | 1.31M | 139,020 | D | ↗ |
| 2025-12-10 | Sawyer Dorothy C | Other | F-InKind | D | Common Stock | 3,150 | 105.37 | 331.9K | 60,765 | D | ↗ |
| 2025-12-10 | Robert W. Sharps | Officer | F-InKind | D | Common Stock | 22,605 | 105.37 | 2.38M | 556,924 | D | ↗ |
| 2025-12-10 | Page Sebastien | Officer | F-InKind | D | Common Stock | 7,843 | 105.37 | 826.4K | 66,766 | D | ↗ |
| 2025-12-10 | Oestreicher David | Officer | F-InKind | D | Common Stock | 2,790 | 105.37 | 294.0K | 129,867 | D | ↗ |
| 2025-12-10 | Nelson Joshua B | Officer | F-InKind | D | Common Stock | 6,312 | 105.37 | 665.1K | 81,328 | D | ↗ |
| 2025-12-10 | Jackson Stephon A. | Officer | F-InKind | D | Common Stock | 5,779 | 105.37 | 608.9K | 89,205 | D | ↗ |
| 2025-12-10 | JOHNSON KIMBERLY H | Officer | F-InKind | D | Common Stock | 2,855 | 105.37 | 300.8K | 46,495 | D | ↗ |
| 2025-12-10 | Husain Arif | Other | S-Sale | D | Common Stock | 4,260 | 101.96 | 434.3K | 47,102 | D | ↗ |
| 2025-12-10 | Hiebler Jessica M | Officer | F-InKind | D | Common Stock | 447 | 105.37 | 47.1K | 14,381 | D | ↗ |
| 2025-12-10 | Dardis Jennifer B | Other | F-InKind | D | Common Stock | 4,087 | 105.37 | 430.6K | 40,711 | D | ↗ |
| 2025-12-05 | Robert W. Sharps | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 579,529 | D | ↗ |
| 2025-12-03 | Veiel Eric L | Officer | A-Award | A | Common Stock | 16,421 | 0.00 | — | 150,806 | D | ↗ |
| 2025-12-03 | Sawyer Dorothy C | Other | A-Award | A | Common Stock | 87 | 101.57 | 8.8K | 63,915 | D | ↗ |
| 2025-12-03 | Robert W. Sharps | Officer | A-Award | A | Common Stock | 39,989 | 0.00 | — | 580,518 | D | ↗ |
| 2025-12-03 | Page Sebastien | Officer | A-Award | A | Common Stock | 10,234 | 0.00 | — | 74,609 | D | ↗ |
| 2025-12-03 | Oestreicher David | Officer | A-Award | A | Common Stock | 12,138 | 0.00 | — | 132,438 | D | ↗ |
| 2025-12-03 | Nelson Joshua B | Officer | A-Award | A | Common Stock | 9,996 | 0.00 | — | 88,290 | D | ↗ |
| 2025-12-03 | Jackson Stephon A. | Officer | A-Award | A | Common Stock | 8,806 | 0.00 | — | 94,546 | D | ↗ |
| 2025-12-03 | Husain Arif | Other | A-Award | A | Common Stock | 14,562 | 0.00 | — | 51,362 | D | ↗ |
| 2025-12-03 | Hiebler Jessica M | Officer | A-Award | A | Common Stock | 264 | 100.03 | 26.4K | 14,828 | D | ↗ |
| 2025-12-03 | Dardis Jennifer B | Other | A-Award | A | Common Stock | 190 | 97.70 | 18.5K | 44,798 | D | ↗ |
| 2025-11-24 | Robert W. Sharps | Officer | A-Award | A | Common Stock | 523 | 97.00 | 50.7K | 543,029 | D | ↗ |
| 2025-10-28 | Verma Richard R. | Director | A-Award | A | Common Stock | 2,859 | 0.00 | — | 2,859 | D | ↗ |
| 2025-10-28 | Golston Allan C. | Director | A-Award | A | Common Stock | 2,859 | 0.00 | — | 2,859 | D | ↗ |
| 2025-10-13 | Verma Richard R. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-10-13 | Golston Allan C. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-30 | Smith Cynthia F | Director | A-Award | A | Common Stock | 50 | 103.52 | 5.2K | 6,618 | D | ↗ |
| 2025-09-29 | WILSON ALAN D | Director | A-Award | A | Common Stock | 447 | 103.52 | 46.3K | 36,915 | D | ↗ |
| 2025-09-29 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 146 | 103.52 | 15.1K | 29,036 | D | ↗ |
| 2025-09-29 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 259 | 103.52 | 26.8K | 21,351 | D | ↗ |
| 2025-09-29 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 161 | 103.52 | 16.7K | 47,496 | D | ↗ |
| 2025-09-29 | DUBLON DINA | Director | A-Award | A | Common Stock | 113 | 103.52 | 11.7K | 13,273 | D | ↗ |
| 2025-09-29 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 117 | 103.52 | 12.1K | 9,675 | D | ↗ |
| 2025-09-22 | MacLellan Robert F. | Director | M-Exempt | A | Common Stock | 4,417 | 72.82 | 321.7K | 50,425 | D | ↗ |
| 2025-06-30 | WILSON ALAN D | Director | A-Award | A | Common Stock | 742 | 0.00 | — | 36,467 | D | ↗ |
| 2025-06-30 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 613 | 0.00 | — | 28,890 | D | ↗ |
| 2025-06-30 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 613 | 0.00 | — | 21,092 | D | ↗ |
| 2025-06-30 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 710 | 0.00 | — | 46,008 | D | ↗ |
| 2025-06-30 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 670 | 0.00 | — | 9,558 | D | ↗ |
| 2025-06-27 | WILSON ALAN D | Director | A-Award | A | Common Stock | 466 | 96.10 | 44.8K | 35,725 | D | ↗ |
| 2025-06-27 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 148 | 96.10 | 14.2K | 28,277 | D | ↗ |
| 2025-06-27 | Smith Cynthia F | Director | A-Award | A | Common Stock | 53 | 96.10 | 5.1K | 6,568 | D | ↗ |
| 2025-06-27 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 267 | 96.10 | 25.7K | 20,479 | D | ↗ |
| 2025-06-27 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 162 | 96.10 | 15.6K | 45,298 | D | ↗ |
| 2025-06-27 | DUBLON DINA | Director | A-Award | A | Common Stock | 120 | 96.10 | 11.5K | 13,160 | D | ↗ |
| 2025-06-27 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 116 | 96.10 | 11.1K | 8,888 | D | ↗ |
| 2025-06-18 | Page Sebastien | Officer | M-Exempt | D | Stock Option | 4,750 | 68.32 | 324.5K | 4,389 | D | ↗ |
| 2025-06-11 | Sawyer Dorothy C | Other | S-Sale | D | Common Stock | 2,000 | 95.43 | 190.9K | 44,789 | D | ↗ |
| 2025-06-04 | Sawyer Dorothy C | Other | A-Award | A | Common Stock | 78 | 93.65 | 7.3K | 47,056 | D | ↗ |
| 2025-05-12 | Hiebler Jessica M | Officer | A-Award | A | Common Stock | 139 | 92.72 | 12.9K | 14,579 | D | ↗ |
| 2025-05-09 | WILSON ALAN D | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 35,259 | D | ↗ |
| 2025-05-09 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 28,130 | D | ↗ |
| 2025-05-09 | Smith Cynthia F | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 6,514 | D | ↗ |
| 2025-05-09 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 20,212 | D | ↗ |
| 2025-05-09 | Rominger Eileen P | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 8,968 | D | ↗ |
| 2025-05-09 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 45,136 | D | ↗ |
| 2025-05-09 | DUBLON DINA | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 13,040 | D | ↗ |
| 2025-05-09 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 8,772 | D | ↗ |
| 2025-05-09 | BARTLETT MARK S. | Director | A-Award | A | Common Stock | 2,157 | 0.00 | — | 33,364 | D | ↗ |
| 2025-05-02 | JOHNSON KIMBERLY H | Officer | A-Award | A | Common Stock | 186 | 101.07 | 18.8K | 49,950 | D | ↗ |
| 2025-03-31 | MacLellan Robert F. | Director | M-Exempt | A | Common Stock | 4,417 | 81.14 | 358.4K | 46,934 | D | ↗ |
| 2025-03-28 | WILSON ALAN D | Director | A-Award | A | Common Stock | 453 | 91.57 | 41.5K | 33,102 | D | ↗ |
| 2025-03-28 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 153 | 91.57 | 14.0K | 25,973 | D | ↗ |
| 2025-03-28 | Smith Cynthia F | Director | A-Award | A | Common Stock | 26 | 91.57 | 2.4K | 4,357 | D | ↗ |
| 2025-03-28 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 247 | 91.57 | 22.6K | 18,055 | D | ↗ |
| 2025-03-28 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 168 | 91.57 | 15.3K | 42,517 | D | ↗ |
| 2025-03-28 | DUBLON DINA | Director | A-Award | A | Common Stock | 124 | 91.57 | 11.4K | 10,883 | D | ↗ |
| 2025-03-28 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 90 | 91.57 | 8.3K | 6,615 | D | ↗ |
| 2025-02-25 | DUBLON DINA | Director | G-Gift | D | Common Stock | 1,890 | 0.00 | — | 10,759 | D | ↗ |
| 2025-02-24 | Veiel Eric L | Officer | G-Gift | A | Common Stock | 4,090 | 0.00 | — | 46,000 | I | ↗ |
| 2025-02-14 | Hiebler Jessica M | Officer | M-Exempt | A | Common Stock | 1,177 | 79.71 | 93.8K | 15,533 | D | ↗ |
| 2025-02-11 | Nelson Joshua B | Officer | M-Exempt | D | Stock Option | 99 | 79.71 | 7.9K | 0 | D | ↗ |
| 2025-02-11 | Husain Arif | Other | M-Exempt | A | Common Stock | 2,081 | 79.71 | 165.9K | 38,881 | D | ↗ |
| 2025-02-10 | Veiel Eric L | Officer | A-Award | A | Common Stock | 10,284 | 0.00 | — | 134,385 | D | ↗ |
| 2025-02-10 | Sawyer Dorothy C | Other | M-Exempt | A | Stock Options (Right to buy) | 1,631 | 79.71 | 130.0K | 0 | D | ↗ |
| 2025-02-10 | Robert W. Sharps | Officer | A-Award | A | Common Stock | 15 | 117.63 | 1.8K | 525,734 | D | ↗ |
| 2025-02-10 | Page Sebastien | Officer | A-Award | A | Common Stock | 6,366 | 0.00 | — | 61,616 | D | ↗ |
| 2025-02-10 | Dardis Jennifer B | Other | A-Award | A | Common Stock | 2,939 | 0.00 | — | 36,992 | D | ↗ |
| 2025-01-15 | Robert W. Sharps | Officer | M-Exempt | A | Common Stock | 1,254 | 79.71 | 100.0K | 526,491 | D | ↗ |
| 2024-12-30 | WILSON ALAN D | Director | A-Award | A | Common Stock | 585 | 0.00 | — | 32,649 | D | ↗ |
| 2024-12-30 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 522 | 0.00 | — | 25,820 | D | ↗ |
| 2024-12-30 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 519 | 0.00 | — | 17,808 | D | ↗ |
| 2024-12-30 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 585 | 0.00 | — | 42,349 | D | ↗ |
| 2024-12-30 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 541 | 0.00 | — | 6,525 | D | ↗ |
| 2024-12-27 | WILSON ALAN D | Director | A-Award | A | Common Stock | 340 | 115.67 | 39.3K | 32,064 | D | ↗ |
| 2024-12-27 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 111 | 115.67 | 12.9K | 25,298 | D | ↗ |
| 2024-12-27 | Smith Cynthia F | Director | A-Award | A | Common Stock | 20 | 115.67 | 2.3K | 4,331 | D | ↗ |
| 2024-12-27 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 183 | 115.67 | 21.2K | 17,289 | D | ↗ |
| 2024-12-27 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 122 | 115.67 | 14.1K | 41,764 | D | ↗ |
| 2024-12-27 | DUBLON DINA | Director | A-Award | A | Common Stock | 95 | 115.67 | 11.0K | 12,649 | D | ↗ |
| 2024-12-27 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 63 | 115.67 | 7.3K | 5,984 | D | ↗ |
| 2024-12-23 | Jackson Stephon A. | Officer | G-Gift | D | Common Stock | 2,288 | 0.00 | — | 85,740 | D | ↗ |
| 2024-12-13 | Veiel Eric L | Officer | G-Gift | D | Common Stock | 785 | 0.00 | — | 123,960 | D | ↗ |
| 2024-12-11 | Oestreicher David | Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 120,300 | D | ↗ |
| 2024-12-10 | Veiel Eric L | Officer | F-InKind | D | Common Stock | 12,059 | 123.59 | 1.49M | 124,745 | D | ↗ |
| 2024-12-10 | Thomson Andrew Justin Mackenzie | Officer | S-Sale | D | Common Stock | 4,047 | 123.35 | 499.2K | 119,577 | D | ↗ |
| 2024-12-10 | Sawyer Dorothy C | Other | F-InKind | D | Common Stock | 2,406 | 123.59 | 297.4K | 46,678 | D | ↗ |
| 2024-12-10 | Robert W. Sharps | Officer | F-InKind | D | Common Stock | 19,693 | 123.59 | 2.43M | 525,237 | D | ↗ |
| 2024-12-10 | Page Sebastien | Officer | F-InKind | D | Common Stock | 7,770 | 123.59 | 960.3K | 55,250 | D | ↗ |
| 2024-12-10 | Oestreicher David | Officer | F-InKind | D | Common Stock | 2,690 | 123.59 | 332.5K | 120,800 | D | ↗ |
| 2024-12-10 | Nelson Joshua B | Officer | F-InKind | D | Common Stock | 4,391 | 123.59 | 542.7K | 77,987 | D | ↗ |
| 2024-12-10 | Jackson Stephon A. | Officer | F-InKind | D | Common Stock | 5,167 | 123.59 | 638.6K | 88,028 | D | ↗ |
| 2024-12-10 | JOHNSON KIMBERLY H | Officer | F-InKind | D | Common Stock | 1,617 | 123.59 | 199.8K | 49,763 | D | ↗ |
| 2024-12-10 | Husain Arif | Other | F-InKind | D | Common Stock | 4,118 | 123.35 | 507.9K | 36,800 | D | ↗ |
| 2024-12-10 | Hiebler Jessica M | Officer | F-InKind | D | Common Stock | 493 | 123.59 | 60.9K | 14,356 | D | ↗ |
| 2024-12-10 | Dardis Jennifer B | Other | F-InKind | D | Common Stock | 3,068 | 123.59 | 379.2K | 34,020 | D | ↗ |
| 2024-12-04 | Veiel Eric L | Officer | A-Award | A | Common Stock | 15,651 | 0.00 | — | 136,270 | D | ↗ |
| 2024-12-04 | Sawyer Dorothy C | Other | A-Award | A | Common Stock | 14,228 | 0.00 | — | 49,041 | D | ↗ |
| 2024-12-04 | Robert W. Sharps | Officer | A-Award | A | Common Stock | 38,293 | 0.00 | — | 544,921 | D | ↗ |
| 2024-12-04 | Page Sebastien | Officer | A-Award | A | Common Stock | 8,944 | 0.00 | — | 63,020 | D | ↗ |
| 2024-12-04 | Oestreicher David | Officer | A-Award | A | Common Stock | 228 | 113.02 | 25.8K | 123,490 | D | ↗ |
| 2024-12-04 | Nelson Joshua B | Officer | A-Award | A | Common Stock | 8,944 | 0.00 | — | 82,378 | D | ↗ |
| 2024-12-04 | Jackson Stephon A. | Officer | A-Award | A | Common Stock | 8,131 | 0.00 | — | 92,831 | D | ↗ |
| 2024-12-04 | JOHNSON KIMBERLY H | Officer | A-Award | A | Common Stock | 213 | 113.18 | 24.1K | 51,380 | D | ↗ |
| 2024-12-04 | Husain Arif | Other | A-Award | A | Common Stock | 10,228 | 0.00 | — | 40,918 | D | ↗ |
| 2024-12-04 | Hiebler Jessica M | Officer | A-Award | A | Common Stock | 814 | 0.00 | — | 14,753 | D | ↗ |
| 2024-12-04 | Dardis Jennifer B | Other | A-Award | A | Common Stock | 6,708 | 0.00 | — | 36,899 | D | ↗ |
| 2024-11-27 | Nelson Joshua B | Officer | A-Award | A | Common Stock | 4 | 113.52 | 432.39 | 73,434 | D | ↗ |
| 2024-11-25 | Robert W. Sharps | Officer | A-Award | A | Common Stock | 415 | 114.72 | 47.6K | 506,628 | D | ↗ |
| 2024-10-22 | MacLellan Robert F. | Director | M-Exempt | A | Common Stock | 4,370 | 76.69 | 335.1K | 41,642 | D | ↗ |
| 2024-09-27 | WILSON ALAN D | Director | A-Award | A | Common Stock | 355 | 109.51 | 38.9K | 31,724 | D | ↗ |
| 2024-09-27 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 116 | 109.51 | 12.7K | 25,187 | D | ↗ |
| 2024-09-27 | Smith Cynthia F | Director | A-Award | A | Common Stock | 21 | 109.51 | 2.2K | 4,312 | D | ↗ |
| 2024-09-27 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 192 | 109.51 | 21.0K | 17,106 | D | ↗ |
| 2024-09-27 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 127 | 109.51 | 14.0K | 37,272 | D | ↗ |
| 2024-09-27 | DUBLON DINA | Director | A-Award | A | Common Stock | 99 | 109.51 | 10.9K | 12,554 | D | ↗ |
| 2024-09-27 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 66 | 109.51 | 7.3K | 5,920 | D | ↗ |
| 2024-09-13 | Hiebler Jessica M | Officer | A-Award | A | Common Stock | 104 | 113.58 | 11.8K | 14,423 | — | ↗ |
| 2024-09-06 | Thomson Andrew Justin Mackenzie | Officer | M-Exempt | A | Common Stock | 11,969 | 77.24 | 924.5K | 135,593 | — | ↗ |
| 2024-08-26 | Sawyer Dorothy C | Other | M-Exempt | A | Common Stock | 373 | 77.24 | 28.8K | 35,114 | — | ↗ |
| 2024-06-28 | WILSON ALAN D | Director | A-Award | A | Common Stock | 577 | 0.00 | — | 31,369 | — | ↗ |
| 2024-06-28 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 560 | 0.00 | — | 25,070 | — | ↗ |
| 2024-06-28 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 512 | 0.00 | — | 16,914 | — | ↗ |
| 2024-06-28 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 603 | 0.00 | — | 37,145 | — | ↗ |
| 2024-06-28 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 560 | 0.00 | — | 5,854 | — | ↗ |
| 2024-06-27 | WILSON ALAN D | Director | A-Award | A | Common Stock | 327 | 115.43 | 37.8K | 30,792 | — | ↗ |
| 2024-06-27 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 103 | 115.43 | 11.9K | 24,510 | — | ↗ |
| 2024-06-27 | Smith Cynthia F | Director | A-Award | A | Common Stock | 19 | 115.43 | 2.2K | 4,291 | — | ↗ |
| 2024-06-27 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 174 | 115.43 | 20.1K | 16,402 | — | ↗ |
| 2024-06-27 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 113 | 115.43 | 13.1K | 36,542 | — | ↗ |
| 2024-06-27 | Hiebler Jessica M | Officer | M-Exempt | D | Stock Option | 1,401 | 69.84 | 97.8K | 0 | — | ↗ |
| 2024-06-27 | DUBLON DINA | Director | A-Award | A | Common Stock | 93 | 115.43 | 10.8K | 12,455 | — | ↗ |
| 2024-06-27 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 56 | 115.43 | 6.5K | 5,294 | — | ↗ |
| 2024-06-18 | Sawyer Dorothy C | Other | S-Sale | D | Common Stock | 2,000 | 117.00 | 234.0K | 34,710 | — | ↗ |
| 2024-06-04 | Sawyer Dorothy C | Other | A-Award | A | Common Stock | 31 | 112.97 | 3.5K | 36,925 | — | ↗ |
| 2024-05-08 | WILSON ALAN D | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 30,465 | — | ↗ |
| 2024-05-08 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 24,407 | — | ↗ |
| 2024-05-08 | Smith Cynthia F | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 4,272 | — | ↗ |
| 2024-05-08 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 16,228 | — | ↗ |
| 2024-05-08 | Rominger Eileen P | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 6,811 | — | ↗ |
| 2024-05-08 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 36,429 | — | ↗ |
| 2024-05-08 | DUBLON DINA | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 12,361 | — | ↗ |
| 2024-05-08 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 5,238 | — | ↗ |
| 2024-05-08 | BARTLETT MARK S. | Director | A-Award | A | Common Stock | 1,794 | 0.00 | — | 31,207 | — | ↗ |
| 2024-05-02 | JOHNSON KIMBERLY H | Officer | A-Award | A | Common Stock | 164 | 112.45 | 18.5K | 35,719 | — | ↗ |
| 2024-04-29 | MacLellan Robert F. | Director | M-Exempt | A | Common Stock | 4,370 | 78.59 | 343.4K | 37,678 | — | ↗ |
| 2024-04-29 | HRABOWSKI FREEMAN A III | — | A-Award | A | Stock Option | 4,370 | 78.59 | 343.4K | 4,370 | — | ↗ |
| 2024-04-02 | Sawyer Dorothy C | Other | A-Award | A | Common Stock | 46 | 114.35 | 5.3K | 36,894 | — | ↗ |
| 2024-03-28 | WILSON ALAN D | Director | A-Award | A | Common Stock | 289 | 121.92 | 35.2K | 28,671 | — | ↗ |
| 2024-03-28 | WIJNBERG SANDRA S | Director | A-Award | A | Common Stock | 97 | 121.92 | 11.8K | 22,613 | — | ↗ |
| 2024-03-28 | STEVENS ROBERT J | Director | A-Award | A | Common Stock | 145 | 121.92 | 17.7K | 14,434 | — | ↗ |
| 2024-03-28 | MacLellan Robert F. | Director | A-Award | A | Common Stock | 106 | 121.92 | 12.9K | 33,308 | — | ↗ |
| 2024-03-28 | HRABOWSKI FREEMAN A III | Director | A-Award | A | Common Stock | 214 | 121.92 | 26.1K | 21,287 | — | ↗ |
| 2024-03-28 | DUBLON DINA | Director | A-Award | A | Common Stock | 87 | 121.92 | 10.7K | 10,567 | — | ↗ |
| 2024-03-28 | DONNELLY WILLIAM P | Director | A-Award | A | Common Stock | 35 | 121.92 | 4.2K | 3,444 | — | ↗ |
Executive team
Top executives
EBIT / Employee
302.6K
Shares Outstanding
217.61M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Robert W. Sharps Chair, Chief Executive Officer, and President | 350.0K | — | 8.40M | — | 8.40M | 92.6K | 17.25M | 48.72% | ↗ |
| 2 | 2025 | Eric L. Veiel Head of Global Investments and Chief Investment Officer | 350.0K | — | 3.45M | — | 5.65M | 94.5K | 9.54M | 36.15% | ↗ |
| 3 | 2025 | Glenn R. August Chief Executive Officer of Oak Hill Advisors L.P. | 350.0K | — | — | — | — | 8.37M | 8.72M | 0.00% | ↗ |
| 4 | 2025 | Sébastien Page Head of Global Multi-Asset and Chief Investment Officer | 350.0K | — | 2.15M | — | 4.30M | 53.4K | 6.85M | 31.37% | ↗ |
| 5 | 2025 | Jennifer B. Dardis Chief Financial Officer and Treasurer | 350.0K | — | 1.60M | — | 2.40M | 73.2K | 4.42M | 36.17% | ↗ |
| 6 | 2024 | Robert W. Sharps Chair, Chief Executive Officer, and President | 350.0K | — | 9.42M | — | 9.52M | 97.8K | 19.39M | 48.58% | ↗ |
| 7 | 2024 | Eric L. Veiel Head of Global Investments and Chief Investment Officer | 350.0K | — | 3.85M | — | 6.30M | 99.3K | 10.60M | 36.32% | ↗ |
| 8 | 2024 | Glenn R. August Chief Executive Officer of Oak Hill Advisors L.P. | 350.0K | — | — | — | — | 7.56M | 7.91M | 0.00% | ↗ |
| 9 | 2024 | Glenn R. August Chief Executive Officer of Oak Hill Advisors, L.P. | 350.0K | — | — | — | — | 7.56M | 7.91M | 0.00% | ↗ |
| 10 | 2024 | Josh B. Nelson Head of Global Equity | 350.0K | — | 2.20M | — | 4.60M | 88.8K | 7.24M | 30.39% | ↗ |
| 11 | 2024 | Jennifer B. Dardis Chief Financial Officer and Treasurer | 350.0K | — | 1.65M | — | 2.50M | 92.8K | 4.59M | 35.93% | ↗ |
| 12 | 2023 | Robert W. Sharps Chief Executive Officer and President | 350.0K | — | 5.10M | — | 7.30M | 91.8K | 12.84M | 39.71% | ↗ |
| 13 | 2023 | Robert W. Sharps Chair, Chief Executive Officer, and President | 350.0K | — | 5.10M | — | 7.30M | 91.8K | 12.84M | 39.71% | ↗ |
| 14 | 2023 | Glenn R. August Chief Executive Officer of Oak Hill Advisors L.P. | 350.0K | — | — | — | — | 12.08M | 12.43M | 0.00% | ↗ |
| 15 | 2023 | Glenn R. August Chief Executive Officer of Oak Hill Advisors, L.P. | 350.0K | — | — | — | — | 12.08M | 12.43M | 0.00% | ↗ |
| 16 | 2023 | Eric L. Veiel Head of Global Investments and Chief Investment Officer | 350.0K | — | 3.00M | — | 5.50M | 92.9K | 8.94M | 33.55% | ↗ |
| 17 | 2023 | Eric L. Veiel Head of Global Investments and CIO | 350.0K | — | 3.00M | — | 5.50M | 92.9K | 8.94M | 33.55% | ↗ |
| 18 | 2023 | Justin Thomson Head of International Equity and CIO | 299.3K | — | 1.60M | — | 3.74M | 1.41M | 7.04M | 22.72% | ↗ |
| 19 | 2023 | Jennifer B. Dardis Chief Financial Officer and Treasurer | 350.0K | — | 1.28M | — | 2.18M | 91.6K | 3.89M | 32.77% | ↗ |
| 20 | 2022 | Robert W. Sharps Chief Executive Officer and President | 350.0K | — | 5.40M | — | 8.00M | 88.5K | 13.84M | 39.02% | ↗ |
| 21 | 2022 | Robert W. Sharps Chair, Chief Executive Officer, and President | 350.0K | — | 5.40M | — | 8.00M | 88.5K | 13.84M | 39.02% | ↗ |
| 22 | 2022 | Glenn R. August Chief Executive Officer of Oak Hill Advisors, L.P. | 350.0K | — | — | — | — | 11.68M | 12.03M | 0.00% | ↗ |
| 23 | 2022 | Eric L. Veiel Head of Global Investments and Chief Investment Officer | 350.0K | — | 3.15M | — | 6.00M | 88.2K | 9.59M | 32.85% | ↗ |
| 24 | 2022 | Eric L. Veiel Head of Global Investments and CIO | 350.0K | — | 3.15M | — | 6.00M | 88.2K | 9.59M | 32.85% | ↗ |
| 25 | 2022 | Eric L. Veiel Head of Global Equity and CIO | 350.0K | — | 3.15M | — | 6.00M | 88.2K | 9.59M | 32.85% | ↗ |
| 26 | 2022 | Justin Thomson Head of International Equity and CIO | 295.9K | — | 1.92M | — | 4.39M | 1.41M | 8.02M | 23.93% | ↗ |
| 27 | 2022 | Jennifer B. Dardis Chief Financial Officer and Treasurer | 350.0K | — | 1.35M | — | 2.30M | 88.1K | 4.09M | 33.03% | ↗ |
| 28 | 2021 | Robert W. Sharps President, Head of Investments and Group Chief Investment Officer | 350.0K | — | 6.85M | — | 10.30M | 86.1K | 17.59M | 38.95% | ↗ |
| 29 | 2021 | Robert W. Sharps Chief Executive Officer and President | 350.0K | — | 6.85M | — | 10.30M | 86.1K | 17.59M | 38.95% | ↗ |
| 30 | 2021 | William J. Stromberg Chair and Chief Executive Officer | 350.0K | — | 6.60M | — | 9.90M | 276.9K | 17.13M | 38.54% | ↗ |
| 31 | 2021 | Eric L. Veiel Head of Global Investments and CIO | 350.0K | — | 4.20M | — | 8.25M | 86.0K | 12.89M | 32.60% | ↗ |
| 32 | 2021 | Eric L. Veiel Head of Global Equity and CIO | 350.0K | — | 4.20M | — | 8.25M | 86.0K | 12.89M | 32.60% | ↗ |
| 33 | 2021 | Eric L. Veiel Head of U.S. Equity and Co-Head of Global Equity | 350.0K | — | 4.20M | — | 8.25M | 86.0K | 12.89M | 32.60% | ↗ |
| 34 | 2021 | Justin Thomson Head of International Equity and Co-Head of Global Equity | 330.2K | — | 2.85M | — | 7.91M | 31.2K | 11.12M | 25.63% | ↗ |
| 35 | 2021 | Justin Thomson Head of International Equity and CIO | 330.2K | — | 2.85M | — | 7.91M | 31.2K | 11.12M | 25.63% | ↗ |
| 36 | 2021 | Jennifer B. Dardis Chief Financial Officer and Treasurer | 347.1K | — | 1.20M | — | 2.10M | 86.2K | 3.73M | 32.15% | ↗ |
| 37 | 2021 | Céline S. Dufétel Chief Operating Officer, Chief Financial Officer and Treasurer (former) | 233.3K | — | — | — | — | 34.1K | 267.4K | 0.00% | ↗ |
| 38 | 2020 | William J. Stromberg Chair and Chief Executive Officer | 350.0K | — | 5.90M | — | 9.00M | 87.2K | 15.34M | 38.47% | ↗ |
| 39 | 2020 | Robert W. Sharps President, Head of Investments and Group Chief Investment Officer | 350.0K | — | 5.55M | — | 9.00M | 87.2K | 14.99M | 37.03% | ↗ |
| 40 | 2020 | Robert W. Sharps President, Head of Investments, and Group Chief Investment Officer | 350.0K | — | 5.55M | — | 9.00M | 87.2K | 14.99M | 37.03% | ↗ |
| 41 | 2020 | Robert W. Sharps Chief Executive Officer and President | 350.0K | — | 5.55M | — | 9.00M | 87.2K | 14.99M | 37.03% | ↗ |
| 42 | 2020 | Eric L. Veiel Head of Global Equity and CIO | 350.0K | — | 3.50M | — | 7.35M | 87.1K | 11.29M | 31.01% | ↗ |
| 43 | 2020 | Eric L. Veiel Head of U.S. Equity and Co-Head of Global Equity | 350.0K | — | 3.50M | — | 7.35M | 87.1K | 11.29M | 31.01% | ↗ |
| 44 | 2020 | Eric L. Veiel Co-Head of Global Equity | 350.0K | — | 3.50M | — | 7.35M | 87.1K | 11.29M | 31.01% | ↗ |
| 45 | 2020 | Christopher D. Alderson Co-Head of Global Equity | 348.1K | — | 2.50M | — | 7.32M | 60.1K | 10.22M | 24.45% | ↗ |
| 46 | 2020 | Céline S. Dufétel Chief Operating Officer, Chief Financial Officer and Treasurer (former) | 350.0K | — | 2.50M | — | 4.45M | 79.8K | 7.38M | 33.88% | ↗ |
| 47 | 2020 | Céline S. Dufétel Chief Operating Officer, Chief Financial Officer and Treasurer | 350.0K | — | 2.50M | — | 4.45M | 79.8K | 7.38M | 33.88% | ↗ |
| 48 | 2019 | William J. Stromberg Chair and Chief Executive Officer | 350.0K | — | 5.65M | — | 8.50M | 88.3K | 14.59M | 38.73% | ↗ |
| 49 | 2019 | William J. Stromberg Chair, President, Chief Executive Officer | 350.0K | — | 5.65M | — | 8.50M | 88.3K | 14.59M | 38.73% | ↗ |
| 50 | 2019 | Robert W. Sharps Head of Investments and Group Chief Investment Officer | 350.0K | — | 4.95M | — | 8.70M | 86.7K | 14.09M | 35.14% | ↗ |
| 51 | 2019 | Robert W. Sharps President, Head of Investments and Group Chief Investment Officer | 350.0K | — | 4.95M | — | 8.70M | 86.7K | 14.09M | 35.14% | ↗ |
| 52 | 2019 | Robert W. Sharps President, Head of Investments, and Group Chief Investment Officer | 350.0K | — | 4.95M | — | 8.70M | 86.7K | 14.09M | 35.14% | ↗ |
| 53 | 2019 | Eric L. Veiel Co-Head of Global Equity | 350.0K | — | 3.15M | — | 7.00M | 86.4K | 10.59M | 29.76% | ↗ |
| 54 | 2019 | Eric L. Veiel Head of U.S. Equity and Co-Head of Global Equity | 350.0K | — | 3.15M | — | 7.00M | 86.4K | 10.59M | 29.76% | ↗ |
| 55 | 2019 | Christopher D. Alderson Co-Head of Global Equity | 344.6K | — | 2.50M | — | 7.15M | 48.8K | 10.04M | 24.90% | ↗ |
| 56 | 2019 | Céline S. Dufétel Chief Operating Officer, Chief Financial Officer and Treasurer | 350.0K | — | 2.10M | — | 3.55M | 79.8K | 6.08M | 34.54% | ↗ |
| 57 | 2019 | Céline S. Dufétel Chief Financial Officer and Treasurer | 350.0K | — | 2.10M | — | 3.55M | 79.8K | 6.08M | 34.54% | ↗ |
| 58 | 2019 | Céline S. Dufétel Chief Operating Officer, Chief Financial Officer and Treasurer (former) | 350.0K | — | 2.10M | — | 3.55M | 79.8K | 6.08M | 34.54% | ↗ |
| 59 | 2018 | William J. Stromberg Chair and Chief Executive Officer | 350.0K | — | 4.45M | — | 8.20M | 86.7K | 13.09M | 34.00% | ↗ |
| 60 | 2018 | William J. Stromberg Chair, President, Chief Executive Officer | 350.0K | — | 4.45M | — | 8.20M | 86.7K | 13.09M | 34.00% | ↗ |
| 61 | 2018 | William J. Stromberg President and Chief Executive Officer | 350.0K | — | 4.45M | — | 8.20M | 86.7K | 13.09M | 34.00% | ↗ |
| 62 | 2018 | Robert W. Sharps Head of Investments and Group Chief Investment Officer | 350.0K | — | 4.10M | — | 8.10M | 85.7K | 12.64M | 32.45% | ↗ |
| 63 | 2018 | Robert W. Sharps President, Head of Investments, and Group Chief Investment Officer | 350.0K | — | 4.10M | — | 8.10M | 85.7K | 12.64M | 32.45% | ↗ |
| 64 | 2018 | Christopher D. Alderson Co-Head of Global Equity | 320.4K | — | 2.45M | — | 6.67M | 55.0K | 9.50M | 25.79% | ↗ |
| 65 | 2018 | Edward C. Bernard Vice Chairman | 350.0K | — | 1.60M | — | 6.60M | 81.6K | 8.63M | 18.54% | ↗ |
| 66 | 2018 | Céline S. Dufétel Chief Operating Officer, Chief Financial Officer and Treasurer | 350.0K | — | 1.20M | — | 2.00M | 204.7K | 3.75M | 31.96% | ↗ |
| 67 | 2018 | Céline S. Dufétel Chief Financial Officer and Treasurer | 350.0K | — | 1.20M | — | 2.00M | 204.7K | 3.75M | 31.96% | ↗ |
| 68 | 2018 | Kenneth V. Moreland Chief Financial Officer and Treasurer (Former) | 59.7K | — | — | — | — | 5.1K | 64.7K | 0.00% | ↗ |
| 69 | 2017 | William J. Stromberg Chair, President, Chief Executive Officer | 350.0K | 39.8K | 3.55M | — | 7.60M | 130.2K | 11.67M | 30.42% | ↗ |
| 70 | 2017 | William J. Stromberg President and Chief Executive Officer | 350.0K | 39.8K | 3.55M | — | 7.60M | 130.2K | 11.67M | 30.42% | ↗ |
| 71 | 2017 | Robert W. Sharps Head of Investments and Group Chief Investment Officer | 350.0K | 34.2K | 3.05M | — | 7.30M | 84.2K | 10.82M | 28.19% | ↗ |
| 72 | 2017 | Robert W. Sharps Co-head of Global Equity | 350.0K | 34.2K | 3.05M | — | 7.30M | 84.2K | 10.82M | 28.19% | ↗ |
| 73 | 2017 | Christopher D. Alderson Co-Head of Global Equity | 309.3K | 21.3K | 2.00M | — | 5.80M | 32.8K | 8.16M | 24.50% | ↗ |
| 74 | 2017 | Christopher D. Alderson Co-head of Global Equity | 309.3K | 21.3K | 2.00M | — | 5.80M | 32.8K | 8.16M | 24.50% | ↗ |
| 75 | 2017 | Edward C. Bernard Vice Chairman | 350.0K | 17.9K | 1.60M | — | 6.00M | 81.1K | 8.05M | 19.88% | ↗ |
| 76 | 2017 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | 1.73M | — | — | — | 69.2K | 2.14M | 0.00% | ↗ |
| 77 | 2017 | Kenneth V. Moreland Chief Financial Officer and Treasurer (Former) | 350.0K | 1.73M | — | — | — | 69.2K | 2.14M | 0.00% | ↗ |
| 78 | 2016 | William J. Stromberg President and Chief Executive Officer | 350.0K | — | 1.80M | — | 6.85M | 82.4K | 9.08M | 19.82% | ↗ |
| 79 | 2016 | Christopher D. Alderson Head of International Equity | 305.1K | — | 1.70M | — | 5.42M | 58.0K | 7.49M | 22.71% | ↗ |
| 80 | 2016 | Christopher D. Alderson Co-head of Global Equity | 305.1K | — | 1.70M | — | 5.42M | 58.0K | 7.49M | 22.71% | ↗ |
| 81 | 2016 | Christopher D. Alderson Co-Head of Global Equity | 305.1K | — | 1.70M | — | 5.42M | 58.0K | 7.49M | 22.71% | ↗ |
| 82 | 2016 | Edward C. Bernard Vice Chairman | 350.0K | — | 1.45M | — | 5.30M | 79.8K | 7.18M | 20.20% | ↗ |
| 83 | 2016 | Eric L. Veiel Head of U.S. Equity | 350.0K | — | 1.70M | — | 4.60M | 80.7K | 6.73M | 25.26% | ↗ |
| 84 | 2016 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 485.1K | — | 1.00M | 80.7K | 1.92M | 25.32% | ↗ |
| 85 | 2016 | Kenneth V. Moreland Chief Financial Officer and Treasurer (Former) | 350.0K | — | 485.1K | — | 1.00M | 80.7K | 1.92M | 25.32% | ↗ |
| 86 | 2015 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | 864.3K | 256.2K | 7.20M | 77.7K | 8.75M | 12.81% | ↗ |
| 87 | 2015 | William J. Stromberg Head of Equity | 350.0K | — | 807.9K | 609.7K | 6.60M | 79.7K | 8.45M | 16.78% | ↗ |
| 88 | 2015 | William J. Stromberg President and Chief Executive Officer | 350.0K | — | 807.9K | 609.7K | 6.60M | 79.7K | 8.45M | 16.78% | ↗ |
| 89 | 2015 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | 864.3K | 256.2K | 6.30M | 77.7K | 7.85M | 14.28% | ↗ |
| 90 | 2015 | Christopher D. Alderson Co-head of Global Equity | 344.0K | — | 923.3K | 696.8K | 5.73M | 65.4K | 7.76M | 20.87% | ↗ |
| 91 | 2015 | Christopher D. Alderson Head of International Equity | 344.0K | — | 923.3K | 696.8K | 5.73M | 65.4K | 7.76M | 20.87% | ↗ |
| 92 | 2015 | Edward C. Bernard Vice Chairman | 350.0K | — | 692.5K | 522.6K | 5.30M | 79.0K | 6.94M | 17.50% | ↗ |
| 93 | 2015 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 265.5K | 200.3K | 900.0K | 80.4K | 1.80M | 25.93% | ↗ |
| 94 | 2014 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | 781.2K | 689.6K | 7.00M | 81.4K | 8.90M | 16.52% | ↗ |
| 95 | 2014 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | 781.2K | 689.6K | 7.00M | 81.4K | 8.90M | 16.52% | ↗ |
| 96 | 2014 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | 781.2K | 689.6K | 6.70M | 77.1K | 8.60M | 17.11% | ↗ |
| 97 | 2014 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | 781.2K | 689.6K | 6.70M | 77.1K | 8.60M | 17.11% | ↗ |
| 98 | 2014 | William J. Stromberg Head of Equity | 350.0K | — | 841.5K | 739.9K | 6.10M | 79.3K | 8.11M | 19.50% | ↗ |
| 99 | 2014 | William J. Stromberg President and Chief Executive Officer | 350.0K | — | 841.5K | 739.9K | 6.10M | 79.3K | 8.11M | 19.50% | ↗ |
| 100 | 2014 | William J. Stromberg Head of Equity | 350.0K | — | 841.5K | 739.9K | 6.10M | 79.3K | 8.11M | 19.50% | ↗ |
| 101 | 2014 | Edward C. Bernard Vice Chairman | 350.0K | — | 781.2K | 689.6K | 6.00M | 79.7K | 7.90M | 18.62% | ↗ |
| 102 | 2014 | Edward C. Bernard Vice Chairman | 350.0K | — | 781.2K | 689.6K | 6.00M | 79.7K | 7.90M | 18.62% | ↗ |
| 103 | 2014 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 276.5K | 243.1K | 900.0K | 78.2K | 1.85M | 28.12% | ↗ |
| 104 | 2014 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 276.5K | 243.1K | 900.0K | 78.2K | 1.85M | 28.12% | ↗ |
| 105 | 2013 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | 827.8K | 754.1K | 6.65M | 69.0K | 8.65M | 18.29% | ↗ |
| 106 | 2013 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | 827.8K | 754.1K | 6.65M | 69.0K | 8.65M | 18.29% | ↗ |
| 107 | 2013 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | 827.8K | 754.1K | 6.50M | 70.0K | 8.50M | 18.61% | ↗ |
| 108 | 2013 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | 827.8K | 754.1K | 6.50M | 70.0K | 8.50M | 18.61% | ↗ |
| 109 | 2013 | William J. Stromberg Head of Equity | 350.0K | — | 860.7K | 785.7K | 5.60M | 72.0K | 7.67M | 21.47% | ↗ |
| 110 | 2013 | William J. Stromberg Head of Equity | 350.0K | — | 860.7K | 785.7K | 5.60M | 72.0K | 7.67M | 21.47% | ↗ |
| 111 | 2013 | Edward C. Bernard Vice Chairman | 350.0K | — | 827.8K | 754.1K | 5.40M | 72.5K | 7.40M | 21.36% | ↗ |
| 112 | 2013 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 258.2K | 235.7K | 775.0K | 72.2K | 1.69M | 29.21% | ↗ |
| 113 | 2013 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 258.2K | 235.7K | 775.0K | 72.2K | 1.69M | 29.21% | ↗ |
| 114 | 2012 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | 888.4K | 982.2K | 6.10M | 115.9K | 8.44M | 22.17% | ↗ |
| 115 | 2012 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | 888.4K | 795.5K | 6.10M | 193.6K | 8.33M | 20.22% | ↗ |
| 116 | 2012 | Edward C. Bernard Vice Chairman | 350.0K | — | 888.4K | 795.5K | 5.40M | 72.6K | 7.51M | 22.43% | ↗ |
| 117 | 2012 | Edward C. Bernard Vice Chairman and President, T. Rowe Price Investment Services, Inc. | 350.0K | — | 888.4K | 795.5K | 5.40M | 72.6K | 7.51M | 22.43% | ↗ |
| 118 | 2012 | William J. Stromberg Head of Global Equities | 350.0K | — | 771.7K | 690.8K | 5.25M | 72.6K | 7.14M | 20.50% | ↗ |
| 119 | 2012 | William J. Stromberg Head of Equity | 350.0K | — | 771.7K | 690.8K | 5.25M | 72.6K | 7.14M | 20.50% | ↗ |
| 120 | 2012 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | 234.0K | 209.3K | 675.0K | 71.9K | 1.54M | 28.78% | ↗ |
| 121 | 2011 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.96M | 5.50M | 70.8K | 7.89M | 24.91% | ↗ |
| 122 | 2011 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.96M | 5.50M | 70.8K | 7.89M | 24.91% | ↗ |
| 123 | 2011 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 1.81M | 5.50M | 67.5K | 7.73M | 23.44% | ↗ |
| 124 | 2011 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 1.81M | 5.50M | 67.5K | 7.73M | 23.44% | ↗ |
| 125 | 2011 | Edward C. Bernard Vice Chairman and President, T. Rowe Price Investment Services, Inc. | 350.0K | — | — | 1.81M | 4.95M | 71.5K | 7.18M | 25.22% | ↗ |
| 126 | 2011 | Edward C. Bernard Vice Chairman and President, T. Rowe Price Investment Services | 350.0K | — | — | 1.81M | 4.95M | 71.5K | 7.18M | 25.22% | ↗ |
| 127 | 2011 | Edward C. Bernard Vice Chairman | 350.0K | — | — | 1.81M | 4.95M | 71.5K | 7.18M | 25.22% | ↗ |
| 128 | 2011 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.54M | 4.80M | 71.5K | 6.76M | 22.77% | ↗ |
| 129 | 2011 | William J. Stromberg Head of Equity | 350.0K | — | — | 1.54M | 4.80M | 71.5K | 6.76M | 22.77% | ↗ |
| 130 | 2011 | William J. Stromberg Head of Global Equities | 350.0K | — | — | 1.54M | 4.80M | 71.5K | 6.76M | 22.77% | ↗ |
| 131 | 2011 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | — | 452.9K | 610.0K | 70.7K | 1.48M | 30.53% | ↗ |
| 132 | 2011 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | — | 452.9K | 610.0K | 70.7K | 1.48M | 30.53% | ↗ |
| 133 | 2010 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.72M | 5.00M | 70.1K | 7.14M | 24.05% | ↗ |
| 134 | 2010 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | — | 5.00M | 70.1K | 7.14M | 0.00% | ↗ |
| 135 | 2010 | Edward C. Bernard Vice Chairman and President, T. Rowe Price Investment Services | 350.0K | — | — | 2.08M | 4.50M | 71.0K | 7.00M | 29.73% | ↗ |
| 136 | 2010 | Edward C. Bernard Vice Chairman and President, T. Rowe Price Investment Services, Inc. | 350.0K | — | — | 2.08M | 4.50M | 71.0K | 7.00M | 29.73% | ↗ |
| 137 | 2010 | Edward C. Bernard Vice Chairman and President, T. Rowe Price | 350.0K | — | — | 2.08M | 4.50M | 71.0K | 7.00M | 29.73% | ↗ |
| 138 | 2010 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 1.47M | 5.00M | 66.9K | 6.88M | 21.29% | ↗ |
| 139 | 2010 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | — | 5.00M | 66.9K | 6.88M | 0.00% | ↗ |
| 140 | 2010 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.32M | 4.35M | 71.0K | 6.09M | 21.65% | ↗ |
| 141 | 2010 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.32M | 4.35M | 71.0K | 6.09M | 21.65% | ↗ |
| 142 | 2010 | William J. Stromberg Head of Global Equities | 350.0K | — | — | — | 4.35M | 71.0K | 6.09M | 0.00% | ↗ |
| 143 | 2010 | Kenneth V. Moreland Chief Financial Officer | 350.0K | — | — | 410.3K | 550.0K | 69.4K | 1.38M | 29.74% | ↗ |
| 144 | 2010 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | — | — | 550.0K | 69.4K | 1.38M | 0.00% | ↗ |
| 145 | 2010 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | — | 410.3K | 550.0K | 69.4K | 1.38M | 29.74% | ↗ |
| 146 | 2009 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.02M | 3.30M | 56.3K | 4.73M | 21.64% | ↗ |
| 147 | 2009 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.02M | 3.30M | 56.3K | 4.73M | 21.64% | ↗ |
| 148 | 2009 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 1.02M | 3.30M | 53.4K | 4.72M | 21.62% | ↗ |
| 149 | 2009 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 1.02M | 3.30M | 53.4K | 4.72M | 21.62% | ↗ |
| 150 | 2009 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.13M | 2.90M | 55.9K | 4.44M | 25.46% | ↗ |
| 151 | 2009 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.13M | 2.90M | 55.9K | 4.44M | 25.46% | ↗ |
| 152 | 2009 | Edward C. Bernard Vice Chairman and President, T. Rowe Price | 350.0K | — | — | 1.02M | 3.00M | 55.9K | 4.43M | 23.07% | ↗ |
| 153 | 2009 | Edward C. Bernard Vice Chairman and President, T. Rowe Price Investment Services | 350.0K | — | — | 1.02M | 3.00M | 55.9K | 4.43M | 23.07% | ↗ |
| 154 | 2009 | Kenneth V. Moreland Chief Financial Officer and Treasurer | 350.0K | — | — | 398.1K | 410.0K | 57.4K | 1.22M | 32.75% | ↗ |
| 155 | 2009 | Kenneth V. Moreland Chief Financial Officer | 350.0K | — | — | 398.1K | 410.0K | 57.4K | 1.22M | 32.75% | ↗ |
| 156 | 2008 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 2.23M | 3.85M | 194.5K | 6.62M | 33.63% | ↗ |
| 157 | 2008 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.45M | 3.85M | 54.0K | 5.70M | 25.41% | ↗ |
| 158 | 2008 | Edward C. Bernard Vice Chairman and President, T. Rowe Price | 350.0K | — | — | 1.66M | 3.50M | 54.1K | 5.57M | 29.87% | ↗ |
| 159 | 2008 | Edward C. Bernard Vice Chairman and President, T. Rowe | 350.0K | — | — | 1.57M | 3.50M | 54.1K | 5.48M | 28.69% | ↗ |
| 160 | 2008 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.43M | 3.40M | 53.7K | 5.23M | 27.27% | ↗ |
| 161 | 2008 | William J. Stromberg Director of Equities and | 350.0K | — | — | 1.39M | 3.40M | 53.7K | 5.19M | 26.69% | ↗ |
| 162 | 2008 | Kenneth V. Moreland Chief Financial Officer | 350.0K | — | — | — | 475.0K | 55.5K | 1.46M | 0.00% | ↗ |
| 163 | 2007 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 2.12M | 6.25M | 279.1K | 9.00M | 23.54% | ↗ |
| 164 | 2007 | Brian C. Rogers Chairman and Chief | 350.0K | — | — | 2.01M | 6.25M | 279.1K | 8.89M | 22.64% | ↗ |
| 165 | 2007 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 1.55M | 5.75M | 281.2K | 7.93M | 19.51% | ↗ |
| 166 | 2007 | James A.C. Kennedy Chief Executive | 350.0K | — | — | 1.36M | 5.75M | 281.2K | 7.74M | 17.58% | ↗ |
| 167 | 2007 | Edward C. Bernard Vice Chairman and President, T. Rowe Price | 350.0K | — | — | 1.82M | 5.00M | 57.9K | 7.22M | 25.15% | ↗ |
| 168 | 2007 | Edward C. Bernard Vice Chairman and President, T. Rowe | 350.0K | — | — | 1.71M | 5.00M | 57.9K | 7.12M | 24.05% | ↗ |
| 169 | 2007 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.57M | 4.40M | 57.1K | 6.38M | 24.62% | ↗ |
| 170 | 2007 | William J. Stromberg Director of Equities and | 350.0K | — | — | 1.54M | 4.40M | 57.1K | 6.35M | 24.30% | ↗ |
| 171 | 2007 | William J. Stromberg Director of Global Equity Management Group | 350.0K | — | — | 1.54M | 4.40M | 57.1K | 6.35M | 24.30% | ↗ |
| 172 | 2007 | Kenneth V. Moreland Chief Financial Officer | 350.0K | — | — | 525.9K | 650.0K | 59.4K | 1.59M | 33.17% | ↗ |
| 173 | 2007 | Kenneth V. Moreland Chief Financial | 350.0K | — | — | 525.9K | 650.0K | 59.4K | 1.59M | 33.17% | ↗ |
| 174 | 2006 | Brian C. Rogers Chairman and Chief Investment Officer | 350.0K | — | — | 1.95M | 4.80M | 121.4K | 7.23M | 27.04% | ↗ |
| 175 | 2006 | Brian C. Rogers Chairman and Chief | 350.0K | — | — | 1.95M | 4.80M | 121.4K | 7.23M | 27.04% | ↗ |
| 176 | 2006 | Edward C. Bernard Vice Chairman and President, T. Rowe | 350.0K | — | — | 1.65M | 3.80M | 57.2K | 5.86M | 28.19% | ↗ |
| 177 | 2006 | James A.C. Kennedy Chief Executive | 350.0K | — | — | 975.6K | 4.30M | 57.2K | 5.68M | 17.17% | ↗ |
| 178 | 2006 | James A.C. Kennedy Chief Executive Officer and President | 350.0K | — | — | 975.6K | 4.30M | 57.2K | 5.68M | 17.17% | ↗ |
| 179 | 2006 | Kenneth V. Moreland Chief Financial Officer | 350.0K | 500.0K | — | — | — | 48.7K | 1.33M | 0.00% | ↗ |
| 180 | 2006 | Kenneth V. Moreland Chief Financial | 350.0K | 500.0K | — | 431.1K | — | 48.7K | 1.33M | 32.42% | ↗ |
| 181 | 2005 | Brian C. Rogers Vice President and Chief Investment Officer | 350.0K | 3.70M | — | 68.0K | — | 31.7K | 4.08M | 1.67% | ↗ |
| 182 | 2005 | James A.C. Kennedy Vice President and Director of Equities | 350.0K | 3.30M | — | 50.0K | — | 37.3K | 3.69M | 1.36% | ↗ |
| 183 | 2005 | George A. Roche Chairman and President | 350.0K | 3.30M | — | — | — | 33.2K | 3.68M | 0.00% | ↗ |
| 184 | 2005 | James S. Riepe Vice Chairman | 350.0K | 3.30M | — | — | — | 31.7K | 3.68M | 0.00% | ↗ |
| 185 | 2005 | Edward C. Bernard Vice President | 350.0K | 2.90M | — | 121.5K | — | 37.3K | 3.29M | 3.70% | ↗ |
| 186 | 2004 | Brian C. Rogers Vice President and Chief Investment Officer | 300.0K | 2.80M | — | 108.6K | — | 37.1K | 3.14M | 3.46% | ↗ |
| 187 | 2004 | James S. Riepe Vice Chairman | 300.0K | 2.50M | — | 17.8K | — | 38.3K | 2.84M | 0.63% | ↗ |
| 188 | 2004 | George A. Roche Chairman and President | 300.0K | 2.50M | — | — | — | 32.4K | 2.83M | 0.00% | ↗ |
| 189 | 2004 | James A.C. Kennedy Vice President and Director of Equities | 300.0K | 2.40M | — | 61.0K | — | 38.4K | 2.74M | 2.23% | ↗ |
| 190 | 2004 | Edward C. Bernard Vice President | 300.0K | 1.80M | — | 80.5K | — | 40.4K | 2.14M | 3.76% | ↗ |
| 191 | 2003 | Brian C. Rogers Vice President and Chief Investment Officer | 300.0K | 2.10M | — | 103.1K | — | 30.6K | 2.43M | 4.24% | ↗ |
| 192 | 2003 | George A. Roche Chairman and President | 300.0K | 2.00M | — | 10.3K | — | 27.6K | 2.33M | 0.44% | ↗ |
| 193 | 2003 | James S. Riepe Vice Chairman | 300.0K | 2.00M | — | — | — | 26.1K | 2.33M | 0.00% | ↗ |
| 194 | 2003 | James A.C. Kennedy Vice President and Director of Equities | 300.0K | 1.90M | — | 62.1K | — | 31.0K | 2.23M | 2.78% | ↗ |
| 195 | 2003 | Edward C. Bernard Vice President | 300.0K | 1.40M | — | — | — | 31.0K | 1.73M | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert W. Sharps | President, Chief Executive Officer & Chair of the Board | 9M | male |
| Glenn Russell August | Founder, VP & Director | 9M | male |
| Eric Lanoue Veiel | Head of Global Investments & Chief Investment Officer | 6M | male |
| Joshua Nelson | Head of Global Equity | 5M | male |
| Sébastien Page | Head of Global Multi-Asset, VP & Chief Investment Officer | 5M | male |
| Jennifer Benson Dardis | Vice President, Chief Financial Officer & Treasurer | 3M | female |
| Naoyuki Honda | Country Head for Japan | — | male |
| Ramon Richards | CTO, Global Head of Technology, Data & Operations | — | male |
| Stephon Anthony Jackson | Head of Investment Management | — | male |
| Thomas Pedersen | Managing Director of Sales & Client Relations | — | male |
| David Oestreicher | General Counsel & Corporate Secretary | — | male |
| Wyatt A. Lee | Head of Target Date Strategies | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2022-10-05 | 2022-11-10 | Tommy Tuberville | AL | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-07-15 | 2020-08-12 | Bill Cassidy | LA | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-09 | 2020-03-27 | Bill Cassidy | LA | Spouse | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2016-10-31 | 2018-10-31 | Bill Cassidy | LA | Spouse | Purchase | $1,001 - $15,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-20 | 2026-04-06 | Kevin Hern | OK01 | Joint | Sale | $15,001 - $50,000 | ↗ |
| 2024-10-14 | 2024-11-11 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-09-09 | 2024-10-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-31 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-10-10 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-02 | 2023-11-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-06 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-08-29 | 2023-09-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-08-03 | 2023-09-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-06-26 | 2023-07-11 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-09 | Charles J. "Chuck" Fleischmann | TN03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-03-14 | 2023-04-07 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-09-29 | 2022-10-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-03 | 2023-05-12 | Michael K. Simpson | ID02 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2022-07-19 | 2022-08-09 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-06-17 | 2022-07-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for TROW
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.
