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Ulta Beauty, Inc. (ULTA)

USD464.54 -8.79 (-1.86%)
US NASDAQ S&P 500 NASDAQ 100 Consumer Cyclical Specialty Retail
Address 1000 Remington Boulevard 60440
Bolingbrook, IL, US
CEO Kecia L. Steelman
Website ulta.com
IPO 2007-10-25
CIK 1403568 ISIN US90384S3031

Explore sections of this company profile

Also trades on London Stock Exchange · 0LIB.L (USD) NASDAQ Global Select · ULTA (USD)
Description

Ulta Beauty, Inc. functions as a prominent beauty product retailer throughout the United States. Its physical locations feature a broad assortment of goods, including cosmetics, perfumes, skincare, haircare items, bath and body essentials, and professional salon styling instruments. Additionally, they provide a comprehensive suite of salon services, encompassing hair, skin, makeup, brow, and nail treatments. The company further offers its proprietary label products, such as the Ulta Beauty Collection for cosmetics, skincare, and bath items, alongside other Ulta Beauty branded merchandise and gift options. As of March 10, 2022, Ulta Beauty operated 1,308 retail stores across all 50 U.S. states. Its products are also available for purchase via its website, ulta.com, and through its mobile applications. Incorporated in 1990, the enterprise was initially known as Ulta Salon, Cosmetics & Fragrance, Inc., before officially changing its name to Ulta Beauty, Inc. in January 2017. Its corporate base is located in Bolingbrook, Illinois.

News Sentiment (7d)
64 Positive

3 articles

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2016-04-15 — Active
NASDAQ 100 2015-12-21 — Active
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
USD464.54 -8.79 (-1.86%)
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Volume Profile
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Liquidity & share structure
Average Volume
779.8K
Beta
0.86
Float Shares
43.60M
Free Float %
99.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.18% -2.01% -6.97% -26.90% -9.70% -18.20% +4.03% +17.16% +46.94% +108.75% +1,559.52%
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 (47 ratings, all time) Buy
Price Targets & DCF
Current price
464.54
Low 650.00 +39.9%
Consensus 727.36 +56.6%
Median 720.00 +55.0%
High 810.00 +74.4%
DCF (Unlevered) 544.10 +17.1%
DCF (Levered) 526.25 +13.3%

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 4 0
Buy 15 +1
Hold 7 -3
Sell 1 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month — —
Last Quarter 4
740.50
+59.4%
Last Year 41
658.00
+41.6%
All Time 142
539.18
+16.1%
Quality scores
Altman Z-Score
6.05
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Specialty Retail: +6.4%
    +9.7% ★ Q2'26: +11.1% (vs Q2'25)
  • ✓
    EPS growth Specialty Retail: +20.6%
    +1.2% Q2'26: +15.5% (vs Q2'25)
  • ✓
    FCF margin FCF growth · Specialty Retail: +29.3%
    +6.6% Q2'26: +6.4% (vs Q2'25)
  • ✗
    EBIT margin Specialty Retail: +5.4%
    +12.5% ★ Q2'26: +0.0% (vs Q2'25)
  • ✓
    ROIC Specialty Retail: +6.5%
    +26.1% ★ Q2'26: +0.0% (vs Q2'25)
  • ✓
    Share dilution Specialty Retail: +0.1%
    -5.1% ★ Q2'26: -3.4% (vs Q2'25)
  • ✓
    Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    1.18× Q2'26: 1.28× (vs Q2'25)
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 (0.89) × ERP
WACC = 91% × Ke + 9% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 544.10 Current price: 464.54
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 Jan 2009
actual 		Jan 2010
actual 		Jan 2011
actual 		Jan 2012
actual 		Jan 2013
actual 		Jan 2014
actual 		Jan 2015
actual 		Jan 2016
actual 		Jan 2017
actual 		Jan 2018
actual 		Jan 2019
actual 		Jan 2020
actual 		Jan 2021
actual 		Jan 2022
actual 		Jan 2023
actual 		Jan 2024
actual 		Jan 2025
actual 		Jan 2026
20 Rev. Ana.
18 EPS Ana. 		Jan 2027
20 Rev. Ana.
18 EPS Ana. 		Jan 2028
20 Rev. Ana.
18 EPS Ana. 		Jan 2029
11 Rev. Ana.
9 EPS Ana. 		Jan 2030
5 Rev. Ana.
3 EPS Ana. 		Jan 2031
5 Rev. Ana.
4 EPS Ana.
Revenue
1.08B
est: 981.07M (+10.6%)
1.22B
est: 836.78M (+46.1%)
1.45B
est: 1.17B (+24.1%)
1.78B
est: 1.45B (+22.1%)
2.22B
est: 1.94B (+14.3%)
2.67B
est: 2.51B (+6.4%)
3.24B
est: 3.21B (+1.0%)
3.92B
est: 3.89B (+0.8%)
4.85B
est: 4.82B (+0.8%)
5.88B
est: 5.89B (-0.1%)
6.72B
est: 6.70B (+0.2%)
7.40B
est: 7.39B (+0.2%)
6.15B
est: 6.03B (+2.0%)
8.63B
est: 8.59B (+0.4%)
10.21B
est: 10.01B (+1.9%)
11.21B
est: 11.30B (-0.8%)
11.30B
est: 11.27B (+0.2%)
12.33B
12.17B – 12.41B
+9.4% YoY
13.24B
13.17B – 13.33B
+7.4% YoY
13.94B
13.50B – 14.15B
+5.3% YoY
14.59B
14.54B – 14.64B
+4.6% YoY
15.05B
14.81B – 15.28B
+3.2% YoY
16.31B
16.04B – 16.55B
+8.3% YoY
EBITDA
97.75M
est: 86.87M (+12.5%)
130.32M
est: 92.19M (+41.4%)
183.82M
est: 137.88M (+33.3%)
272.13M
est: 208.69M (+30.4%)
368.21M
est: 317.30M (+16.0%)
433.99M
est: 409.39M (+6.0%)
543.07M
est: 477.66M (+13.7%)
672.49M
est: 614.70M (+9.4%)
866.01M
est: 744.47M (+16.3%)
1.04B
est: 942.88M (+10.3%)
1.14B
est: 1.06B (+7.6%)
1.20B
est: 1.17B (+3.0%)
534.59M
est: 952.71M (-43.9%)
1.57B
est: 1.36B (+15.4%)
1.88B
est: 1.21B (+55.4%)
1.94B
est: 1.93B (+0.7%)
1.85B
est: 1.92B (-3.8%)
2.10B
2.07B – 2.11B
+9.4% YoY
2.26B
2.24B – 2.27B
+7.4% YoY
2.38B
2.30B – 2.41B
+5.3% YoY
2.49B
2.48B – 2.49B
+4.6% YoY
2.56B
2.52B – 2.60B
+3.2% YoY
2.78B
2.73B – 2.82B
+8.3% YoY
EBIT
46.30M
est: 46.24M (+0.1%)
68.15M
est: 45.03M (+51.3%)
118.88M
est: 86.08M (+38.1%)
196.20M
est: 146.73M (+33.7%)
279.98M
est: 236.33M (+18.5%)
327.71M
est: 310.53M (+5.5%)
411.31M
est: 360.85M (+14.0%)
507.44M
est: 499.05M (+1.7%)
655.71M
est: 559.18M (+17.3%)
786.86M
est: 709.38M (+10.9%)
859.14M
est: 858.98M (+0.0%)
906.15M
est: 946.99M (-4.3%)
236.82M
est: 773.47M (-69.4%)
1.30B
est: 1.10B (+17.8%)
1.64B
est: 991.71M (+65.7%)
1.70B
est: 1.64B (+3.1%)
1.58B
est: 1.64B (-3.6%)
1.79B
1.77B – 1.81B
+9.4% YoY
1.93B
1.92B – 1.94B
+7.4% YoY
2.03B
1.96B – 2.06B
+5.3% YoY
2.12B
2.12B – 2.13B
+4.6% YoY
2.19B
2.15B – 2.22B
+3.2% YoY
2.37B
2.33B – 2.41B
+8.3% YoY
Net Income
25.27M
est: 25.25M (+0.1%)
39.36M
est: 25.68M (+53.2%)
71.03M
est: 50.55M (+40.5%)
120.26M
est: 88.86M (+35.3%)
172.55M
est: 146.23M (+18.0%)
202.85M
est: 192.48M (+5.4%)
257.14M
est: 224.27M (+14.7%)
320.01M
est: 229.11M (+39.7%)
409.76M
est: 351.62M (+16.5%)
555.23M
est: 457.07M (+21.5%)
658.56M
est: 516.16M (+27.6%)
705.95M
est: 568.30M (+24.2%)
175.84M
est: 161.33M (+9.0%)
985.84M
est: 814.66M (+21.0%)
1.24B
est: 1.26B (-1.6%)
1.29B
est: 1.16B (+11.5%)
1.20B
est: 1.08B (+11.2%)
1.15B
1.14B – 1.20B
+6.8% YoY
1.24B
1.24B – 1.33B
+7.9% YoY
1.46B
1.39B – 1.53B
+17.4% YoY
1.54B
1.45B – 1.64B
+5.5% YoY
1.67B
1.63B – 1.70B
+8.1% YoY
1.95B
1.91B – 1.99B
+17.2% YoY
SGA
267.32M
est: 252.13M (+6.0%)
298.89M
est: 232.81M (+28.4%)
358.11M
est: 286.40M (+25.0%)
410.66M
est: 343.53M (+19.5%)
488.88M
est: 427.03M (+14.5%)
596.39M
est: 561.21M (+6.3%)
712.01M
est: 633.03M (+12.5%)
863.35M
est: 961.46M (-10.2%)
1.07B
est: 958.55M (+12.0%)
1.29B
est: 1.13B (+13.5%)
1.54B
est: 1.65B (-7.2%)
1.76B
est: 1.82B (-3.5%)
1.64B
est: 1.49B (+9.7%)
2.12B
est: 2.12B (-0.2%)
2.40B
est: 1.56B (+53.4%)
2.69B
est: 2.79B (-3.5%)
2.81B
est: 2.78B (+0.9%)
3.04B
3.01B – 3.06B
+9.4% YoY
3.27B
3.25B – 3.29B
+7.4% YoY
3.44B
3.34B – 3.50B
+5.3% YoY
3.60B
3.59B – 3.62B
+4.6% YoY
3.72B
3.66B – 3.77B
+3.2% YoY
4.03B
3.96B – 4.09B
+8.3% YoY
EPS
0.44
est: 0.42 (+4.8%)
0.68
est: 0.33 (+106.1%)
1.20
est: 0.72 (+66.7%)
1.96
est: 1.24 (+58.1%)
2.73
est: 2.16 (+26.4%)
3.17
est: 2.95 (+7.5%)
4.00
est: 3.90 (+2.7%)
5.00
est: 4.83 (+3.5%)
6.55
est: 6.42 (+2.1%)
9.02
est: 8.35 (+8.1%)
11.00
est: 10.89 (+1.0%)
12.21
est: 11.99 (+1.8%)
3.12
est: 3.40 (-8.3%)
18.09
est: 17.19 (+5.3%)
24.17
est: 23.13 (+4.5%)
26.18
est: 25.76 (+1.6%)
25.44
est: 24.02 (+5.9%)
25.69
25.36 – 26.65
+7.0% YoY
28.65
27.60 – 29.64
+11.5% YoY
31.64
30.93 – 34.01
+10.4% YoY
34.60
32.17 – 36.36
+9.3% YoY
37.06
36.26 – 37.76
+7.1% YoY
43.43
42.50 – 44.26
+17.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Jefferies Hold Buy Upgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-27 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-26 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-22 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-21 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-20 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-19 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-18 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-15 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-14 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-13 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-12 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-05 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-04 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-01 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-30 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-15 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.30B
OE per share TTM
28.77
Owner's Yield
5.68%
Maintenance CapEx ratio
45.55%
Maint CapEx / Avg PPE
28.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1,129
Total invested
21.54B
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person ⇅ Amount owned ⇅ % of class ⇅ Sole voting ⇅ Shared voting ⇅ Sole dispositive ⇅ Shared dispositive ⇅ Type Citizenship Filing date ⇅ SEC filing
1 Sands Capital Management, LLC 7.27M 11.00% 5.39M — 7.27M — IA Reporting 2013-07-09 ↗
2 The Vanguard Group - 23-1945930 5.69M 10.10% — 94.4K 5.44M 246.2K IA Pennsylvania 2021-02-10 ↗
3 Credit Suisse 5.17M 9.10% — 5.17M — — BK SWITZERLAND 2008-02-14 ↗
4 Capital World Investors ** 4.91M 7.80% 4.91M — 4.91M — IA Delaware 2017-02-13 ↗
5 (1) BlackRock, Inc. 4.45M 9.20% 4.05M — 4.45M — HC Delaware 2024-01-24 ↗
6 Lone Pine Managing Member LLC 3.50M 5.60% — 3.50M — — OO Delaware 2012-05-21 ↗
7 90-0860898 3.21M 4.99% 761.5K 1.98M — 90.00 IA Minnesota 2014-12-05 ↗
8 Gerald R. Gallagher 2.86M 4.95% 255.5K 2.60M 255.5K 2.60M IN EACH REPORTING PERSON WITH: 2009-02-13 ↗
9 Edward C. Johnson 3d 2.82M 4.42% — — 2.82M — IN United States of America 2013-02-14 ↗
10 FMR LLC 2.82M 4.42% 178.00 — 2.82M — HC Delaware 2013-02-14 ↗
11 Fredric W. Harman 2.71M 4.70% 112.7K 2.60M 112.7K 2.60M IN EACH REPORTING PERSON WITH: 2009-02-13 ↗
12 Edward F. Glassmeyer 2.71M 4.70% 112.4K 2.60M 112.4K 2.60M IN EACH REPORTING PERSON WITH: 2009-02-13 ↗
13 Ann H. Lamont 2.65M 4.59% 50.9K 2.60M 50.9K 2.60M IN EACH REPORTING PERSON WITH: 2009-02-13 ↗
14 Bandel L. Carano 2.63M 4.55% 28.8K 2.60M 28.8K 2.60M IN EACH REPORTING PERSON WITH: 2009-02-13 ↗
15 06-0990851 2.60M 4.50% — 2.60M — 2.60M CO EACH REPORTING PERSON WITH: 2009-02-13 ↗
16 Lone Pine Capital LLC 1.80M 2.90% — 1.80M — — OO Delaware 2017-02-14 ↗
17 Stephen F. Mandel, Jr. 1.80M 2.90% — 1.80M — — IN United States of America 2017-02-14 ↗
18 Lone Pine Members LLC 1.74M 2.80% — 1.74M — — OO Delaware 2012-05-21 ↗
19 Lone Cascade, L.P. 1.66M 2.70% — 1.66M — — PN Delaware 2012-05-21 ↗
20 13-4064930 524.6K 0.90% 442.1K — 522.3K — IA Delaware 2021-02-08 ↗
21 Lone Pine Associates LLC 170.7K 0.30% — 170.7K — — OO Delaware 2012-05-21 ↗
22 Lone Sierra, L.P. 78.1K 0.10% — 78.1K — — PN Delaware 2012-05-21 ↗
23 Lone Balsam, L.P. 74.6K 0.10% — 74.6K — — PN Delaware 2012-05-21 ↗
24 Lone Sequoia, L.P. 62.2K 0.10% — 62.2K — — PN Delaware 2012-05-21 ↗
25 Lone Spruce, L.P. 33.9K 0.05% — 33.9K — — PN Delaware 2012-05-21 ↗

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1,129
-37 vs prev Q
New positions
125
Closed positions
164
Increased
515
Reduced
404
Put/Call ratio
0.80
Calls held
1.58M
Puts held
1.26M
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 VANGUARD GROUP INC 5.38M +23.4K (+0.4%) 3.25B +326.1M (+11.1%) 12.02% +0.112 pp 0.05% +0.003 pp USD153.09 +295.2% 73 qtrs —
2 BLACKROCK, INC. 4.11M +114.2K (+2.9%) 2.48B +301.6M (+13.8%) 9.18% +0.300 pp 0.04% +0.004 pp USD394.46 +53.4% 6 qtrs —
3 STATE STREET CORP 2.03M +50.3K (+2.5%) 1.23B +145.5M (+13.5%) 4.53% +0.135 pp 0.04% +0.004 pp USD262.39 +130.6% 51 qtrs —
4 SANDERS CAPITAL, LLC 1.26M -84.0 (0.0%) 764.57M +73.6M (+10.6%) 2.83% +0.014 pp 0.88% +0.031 pp USD381.30 +58.7% 4 qtrs —
5 GEODE CAPITAL MANAGEMENT, LLC 1.24M +21.9K (+1.8%) 747.59M +84.1M (+12.7%) 2.77% +0.063 pp 0.05% +0.004 pp USD252.54 +139.6% 73 qtrs —
6 MORGAN STANLEY 1.09M -166.7K (-13.3%) 659.84M -27.6M (-4.0%) 2.44% -0.359 pp 0.04% -0.002 pp USD396.12 +52.7% 51 qtrs —
7 JPMORGAN CHASE & CO 1.06M -166.1K (-13.6%) 639.74M -29.2M (-4.4%) 2.36% -0.358 pp 0.04% +0.000 pp USD416.40 +45.3% 51 qtrs —
8 PRICE T ROWE ASSOCIATES INC /MD/ 991.1K -72.3K (-6.8%) 599.62M +18.2M (+3.1%) 2.22% -0.150 pp 0.06% +0.002 pp USD386.21 +56.7% 60 qtrs —
9 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 974.2K +2.5K (+0.3%) 589.42M +58.1M (+10.9%) 2.18% +0.016 pp 0.37% +0.047 pp USD423.46 +42.9% 10 qtrs —
10 INVESCO LTD. 864.6K +24.2K (+2.9%) 523.10M +63.6M (+13.8%) 1.93% +0.064 pp 0.08% +0.008 pp USD413.10 +46.5% 57 qtrs —
11 NORGES BANK 712.3K +712.3K (+100.0%) 430.96M +431.0M (+100.0%) 1.59% +1.593 pp 0.05% +0.046 pp USD605.01 +0.0% 1 qtrs NEW
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 672.9K +81.8K (+13.8%) 407.11M +83.9M (+26.0%) 1.50% +0.190 pp 0.05% +0.010 pp USD431.61 +40.2% 51 qtrs —
13 FRANKLIN RESOURCES INC 647.4K +21.3K (+3.4%) 391.70M +49.4M (+14.4%) 1.45% +0.055 pp 0.10% +0.011 pp USD392.78 +54.0% 35 qtrs —
14 BANK OF AMERICA CORP /DE/ 586.5K -156.0K (-21.0%) 354.85M -51.1M (-12.6%) 1.31% -0.341 pp 0.03% -0.002 pp USD369.60 +63.7% 52 qtrs —
15 NORTHERN TRUST CORP 574.9K -16.5K (-2.8%) 347.85M +24.5M (+7.6%) 1.29% -0.030 pp 0.04% +0.003 pp USD252.27 +139.8% 51 qtrs —
16 SWEDBANK AB 557.3K -24.2K (-4.2%) 337.15M +19.2M (+6.0%) 1.25% -0.048 pp 0.33% +0.004 pp USD402.58 +50.3% 20 qtrs —
17 GOLDMAN SACHS GROUP INC 520.3K +236.9K (+83.6%) 314.81M +159.8M (+103.1%) 1.16% +0.533 pp 0.04% +0.020 pp USD485.94 +24.5% 73 qtrs —
18 MARSHALL WACE, LLP 478.7K +24.5K (+5.4%) 289.59M +41.3M (+16.6%) 1.07% +0.060 pp 0.26% +0.012 pp USD432.95 +39.7% 21 qtrs —
19 DIMENSIONAL FUND ADVISORS LP 476.5K -34.4K (-6.7%) 288.29M +8.9M (+3.2%) 1.07% -0.071 pp 0.06% +0.001 pp USD265.85 +127.6% 51 qtrs —
20 AMUNDI 469.7K +25.0K (+5.6%) 284.19M +32.1M (+12.7%) 1.05% +0.061 pp 0.08% -0.004 pp USD445.24 +35.9% 19 qtrs —
21 UBS ASSET MANAGEMENT AMERICAS INC 451.7K -31.1K (-6.4%) 273.30M +9.3M (+3.5%) 1.01% -0.064 pp 0.06% +0.001 pp USD385.95 +56.8% 56 qtrs —
22 ALYESKA INVESTMENT GROUP, L.P. 405.6K -51.0K (-11.2%) 245.40M -4.3M (-1.7%) 0.91% -0.109 pp 0.69% -0.062 pp USD500.13 +21.0% 16 qtrs —
23 TD ASSET MANAGEMENT INC 404.2K -28.3K (-6.5%) 244.57M +8.1M (+3.4%) 0.90% -0.058 pp 0.20% +0.005 pp USD454.06 +33.2% 46 qtrs —
24 LEGAL & GENERAL GROUP PLC 369.2K -282.0 (-0.1%) 223.34M +21.4M (+10.6%) 0.83% +0.004 pp 0.05% +0.004 pp USD311.94 +94.0% 55 qtrs —
25 AGF MANAGEMENT LTD 356.3K +349.1K (+4,859.2%) 215.58M +211.6M (+5,387.6%) 0.80% +0.781 pp 0.94% +0.918 pp USD603.55 +0.2% 3 qtrs —
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 348.0K +8.4K (+2.5%) 210.53M +24.9M (+13.4%) 0.78% +0.023 pp 0.03% +0.003 pp USD260.11 +132.6% 71 qtrs —
27 UBS GROUP AG 341.9K +2.1K (+0.6%) 206.83M +21.1M (+11.3%) 0.76% +0.009 pp 0.03% +0.004 pp USD423.07 +43.0% 45 qtrs —
28 ALECTA TJANSTEPENSION OMSESIDIGT 320.1K -130.4K (-28.9%) 193.67M -52.6M (-21.4%) 0.72% -0.287 pp 0.85% -0.247 pp USD242.47 +149.5% 34 qtrs —
29 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 313.3K +17.4K (+5.9%) 189.52M +27.8M (+17.2%) 0.70% +0.042 pp 0.32% +0.030 pp USD527.43 +14.7% 17 qtrs —
30 AQR CAPITAL MANAGEMENT LLC 298.2K -134.0 (0.0%) 180.20M +17.1M (+10.5%) 0.67% +0.003 pp 0.09% -0.010 pp USD422.46 +43.2% 64 qtrs —
31 EPOCH INVESTMENT PARTNERS, INC. 291.9K -14.1K (-4.6%) 176.61M +9.3M (+5.6%) 0.65% -0.028 pp 1.00% +0.084 pp USD447.39 +35.2% 25 qtrs —
32 BANK OF NEW YORK MELLON CORP 289.6K +36.0K (+14.2%) 175.24M +36.6M (+26.4%) 0.65% +0.083 pp 0.03% +0.004 pp USD227.09 +166.4% 66 qtrs —
33 CITADEL ADVISORS LLC 284.4K -2.2K (-0.8%) 172.06M +15.4M (+9.8%) 0.64% -0.002 pp 0.03% +0.002 pp USD420.83 +43.8% 38 qtrs —
34 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 271.7K +58.7K (+27.6%) 164.36M +47.9M (+41.2%) 0.61% +0.134 pp 0.23% +0.065 pp USD519.12 +16.5% 44 qtrs —
35 DEUTSCHE BANK AG\ 268.7K -224.9K (-45.6%) 162.58M -107.3M (-39.8%) 0.60% -0.497 pp 0.05% -0.038 pp USD408.18 +48.2% 50 qtrs —
36 NUVEEN, LLC 268.5K +90.4K (+50.8%) 162.43M +65.1M (+66.8%) 0.60% +0.204 pp 0.04% +0.017 pp USD477.69 +26.7% 4 qtrs —
37 SQUAREPOINT OPS LLC 264.2K +245.5K (+1,306.0%) 159.87M +149.6M (+1,455.8%) 0.59% +0.549 pp 0.17% +0.160 pp USD593.68 +1.9% 21 qtrs —
38 PICTET ASSET MANAGEMENT HOLDING SA 237.0K +7.4K (+3.2%) 143.38M +17.8M (+14.2%) 0.53% +0.019 pp 0.14% +0.018 pp USD437.12 +38.4% 10 qtrs —
39 1832 ASSET MANAGEMENT L.P. 231.6K +226.5K (+4,370.0%) 140.14M +137.3M (+4,846.3%) 0.52% +0.506 pp 0.11% +0.105 pp USD601.40 +0.6% 30 qtrs —
40 WELLS FARGO & COMPANY/MN 231.0K -13.5K (-5.5%) 139.74M +6.1M (+4.5%) 0.52% -0.028 pp 0.03% +0.000 pp USD308.62 +96.0% 57 qtrs —
41 BARCLAYS PLC 225.6K +98.1K (+77.0%) 136.50M +86.9M (+175.2%) 0.50% +0.221 pp 0.03% +0.020 pp USD486.42 +24.4% 51 qtrs —
42 D. E. SHAW & CO., INC. 223.2K +218.8K (+4,942.7%) 135.03M +132.6M (+5,480.0%) 0.50% +0.489 pp 0.07% +0.073 pp USD603.85 +0.2% 2 qtrs —
43 FEDERATED HERMES, INC. 217.1K -6.1K (-2.8%) 131.35M +9.3M (+7.6%) 0.49% -0.011 pp 0.22% +0.004 pp USD384.27 +57.4% 54 qtrs —
44 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 211.3K -15.9K (-7.0%) 128.15M +3.9M (+3.1%) 0.47% -0.033 pp 0.21% +0.002 pp USD413.51 +46.3% 5 qtrs —
45 SUMMITRY LLC 202.9K +1.3K (+0.7%) 122.74M +12.5M (+11.4%) 0.45% +0.005 pp 5.11% +0.459 pp USD388.78 +55.6% 26 qtrs —
46 AMERIPRISE FINANCIAL INC 184.0K -29.1K (-13.7%) 111.35M -5.2M (-4.5%) 0.41% -0.063 pp 0.03% -0.002 pp USD473.59 +27.7% 55 qtrs —
47 AMERICAN CENTURY COMPANIES INC 183.6K +6.4K (+3.6%) 111.10M +14.2M (+14.7%) 0.41% +0.016 pp 0.06% +0.007 pp USD443.07 +36.5% 29 qtrs —
48 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 160.2K +41.4K (+34.8%) 96.90M +32.3M (+50.1%) 0.36% +0.094 pp 0.11% -0.056 pp USD485.37 +24.6% 45 qtrs —
49 DEKABANK DEUTSCHE GIROZENTRALE 209.4K +— (+0.0%) 94.07M -21.3M (-18.5%) 0.47% +0.002 pp 0.16% -0.032 pp USD425.16 +42.3% 58 qtrs —
50 ANDRA AP-FONDEN 154.6K -74.2K (-32.4%) 93.52M -31.6M (-25.2%) 0.35% -0.163 pp 1.16% -0.443 pp USD546.72 +10.7% 15 qtrs —
51 THRIVENT FINANCIAL FOR LUTHERANS 154.4K -3.7K (-2.4%) 93.42M +7.0M (+8.0%) 0.35% -0.007 pp 0.17% -0.005 pp USD537.54 +12.6% 46 qtrs —
52 EARNEST PARTNERS LLC 146.5K -19.4K (-11.7%) 88.61M -2.1M (-2.3%) 0.33% -0.042 pp 0.38% -0.014 pp USD474.84 +27.4% 33 qtrs —
53 HSBC HOLDINGS PLC 146.3K +5.6K (+4.0%) 88.59M +11.7M (+15.2%) 0.33% +0.014 pp 0.05% +0.003 pp USD438.31 +38.0% 56 qtrs —
54 SMEAD CAPITAL MANAGEMENT, INC. 143.5K -9.9K (-6.5%) 86.81M +2.9M (+3.5%) 0.32% -0.021 pp 1.80% +0.181 pp USD434.93 +39.1% 5 qtrs —
55 RUSSELL INVESTMENTS GROUP, LTD. 142.9K +14.0K (+10.9%) 86.49M +15.9M (+22.6%) 0.32% +0.033 pp 0.09% +0.014 pp USD402.43 +50.3% 37 qtrs —
56 KEYBANK NATIONAL ASSOCIATION/OH 138.4K +4.5K (+3.4%) 83.74M +10.5M (+14.4%) 0.31% +0.012 pp 0.30% +0.043 pp USD406.95 +48.7% 22 qtrs —
57 QUANTINNO CAPITAL MANAGEMENT LP 134.8K +6.9K (+5.4%) 81.53M +11.6M (+16.7%) 0.30% +0.017 pp 0.16% -0.027 pp USD474.44 +27.5% 16 qtrs —
58 VICTORY CAPITAL MANAGEMENT INC 131.8K +15.2K (+13.0%) 79.74M +16.0M (+25.0%) 0.29% +0.035 pp 0.05% +0.008 pp USD436.04 +38.8% 43 qtrs —
59 ROYAL BANK OF CANADA 126.5K -35.8K (-22.0%) 76.53M -12.2M (-13.7%) 0.28% -0.078 pp 0.01% -0.002 pp USD457.52 +32.2% 51 qtrs —
60 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 121.1K -18.4K (-13.2%) 75.08M -2.5M (-3.2%) 0.27% -0.040 pp 0.12% -0.003 pp USD379.49 +59.4% 17 qtrs —
61 SWISS NATIONAL BANK 122.9K -6.6K (-5.1%) 74.37M +3.6M (+5.0%) 0.27% -0.013 pp 0.04% +0.003 pp USD244.81 +147.1% 51 qtrs —
62 BANK OF MONTREAL /CAN/ 118.5K -10.1K (-7.8%) 71.71M +1.4M (+2.0%) 0.27% -0.021 pp 0.02% -0.002 pp USD493.22 +22.7% 51 qtrs —
63 JANE STREET GROUP, LLC 117.1K +51.9K (+79.6%) 70.85M +35.2M (+98.7%) 0.26% +0.117 pp 0.01% +0.005 pp USD478.86 +26.3% 6 qtrs —
64 QUBE RESEARCH & TECHNOLOGIES LTD 115.5K +109.1K (+1,708.9%) 69.86M +66.4M (+1,901.7%) 0.26% +0.244 pp 0.07% +0.067 pp USD601.36 +0.6% 3 qtrs —
65 GLENMEDE TRUST CO NA 111.8K +111.8K (+100.0%) 67.61M +67.6M (+100.0%) 0.25% +0.250 pp 0.32% +0.320 pp USD605.01 +0.0% 1 qtrs NEW
66 SUMITOMO MITSUI TRUST HOLDINGS, INC. 109.1K -3.8K (-3.4%) 65.98M +4.3M (+6.9%) 0.24% -0.007 pp 0.04% +0.003 pp USD251.17 +140.9% 58 qtrs —
67 AMI ASSET MANAGEMENT CORP 107.3K -2.5K (-2.3%) 64.90M +4.9M (+8.1%) 0.24% -0.004 pp 3.68% +0.328 pp USD343.44 +76.2% 20 qtrs —
68 BNP PARIBAS ARBITRAGE, SNC 106.0K +15.1K (+16.6%) 64.12M +14.4M (+29.1%) 0.24% +0.035 pp 0.03% +0.003 pp USD479.27 +26.2% 51 qtrs —
69 ZUCKERMAN INVESTMENT GROUP, LLC 105.9K +711.0 (+0.7%) 64.04M +6.6M (+11.4%) 0.24% +0.003 pp 5.72% +0.396 pp USD312.10 +93.9% 25 qtrs —
70 HUNTINGTON NATIONAL BANK 104.1K +12.4K (+13.5%) 63.01M +12.8M (+25.6%) 0.23% +0.029 pp 0.38% +0.071 pp USD553.27 +9.4% 35 qtrs —
71 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 101.5K +2.8K (+2.8%) 62.94M +8.9M (+16.6%) 0.23% +0.007 pp 0.04% +0.004 pp USD383.35 +57.8% 58 qtrs —
72 RATHBONES GROUP PLC 103.2K +6.0K (+6.2%) 62.44M +9.3M (+17.5%) 0.23% +0.015 pp 0.25% +0.031 pp USD370.86 +63.1% 41 qtrs —
73 MILLENNIUM MANAGEMENT LLC 101.9K -61.4K (-37.6%) 61.62M -27.6M (-30.9%) 0.23% -0.135 pp 0.03% -0.012 pp USD467.71 +29.4% 65 qtrs —
74 ZURICH INSURANCE GROUP LTD/FI 101.6K +101.6K (+100.0%) 61.47M +61.5M (+100.0%) 0.23% +0.227 pp 0.43% +0.426 pp USD605.01 +0.0% 1 qtrs NEW
75 ALLIANCEBERNSTEIN L.P. 95.6K -12.2K (-11.3%) 57.81M -1.1M (-1.9%) 0.21% -0.026 pp 0.02% 0.000 pp USD374.78 +61.4% 61 qtrs —
76 SHELLBACK CAPITAL, LP 91.5K -35.3K (-27.9%) 55.36M -14.0M (-20.2%) 0.20% -0.078 pp 5.28% +0.889 pp USD435.32 +39.0% 5 qtrs —
77 — 87.7K +87.7K (+100.0%) 53.06M +53.1M (+100.0%) 0.20% +0.196 pp 1.03% +1.026 pp USD605.01 +0.0% 1 qtrs NEW
78 OSSIAM 86.7K +4.9K (+5.9%) 52.48M +7.7M (+17.2%) 0.19% +0.012 pp 1.05% +0.472 pp USD475.22 +27.3% 29 qtrs —
79 GOTHAM ASSET MANAGEMENT, LLC 86.4K +13.3K (+18.3%) 52.28M +12.3M (+30.9%) 0.19% +0.031 pp 0.19% +0.017 pp USD446.35 +35.5% 27 qtrs —
80 NEUBERGER BERMAN GROUP LLC 85.1K +49.7K (+140.9%) 51.46M +32.2M (+166.5%) 0.19% +0.112 pp 0.04% +0.024 pp USD529.79 +14.2% 40 qtrs —
81 RHUMBLINE ADVISERS 84.6K -3.3K (-3.8%) 51.16M +3.1M (+6.5%) 0.19% -0.006 pp 0.04% +0.003 pp USD254.58 +137.7% 51 qtrs —
82 CITIGROUP INC 83.5K +46.2K (+123.5%) 50.54M +30.1M (+147.3%) 0.19% +0.104 pp 0.02% +0.013 pp USD501.68 +20.6% 67 qtrs —
83 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 82.7K -5.2K (-6.0%) 50.01M +2.0M (+4.1%) 0.18% -0.011 pp 0.03% 0.000 pp USD263.35 +129.7% 58 qtrs —
84 BRIDGES INVESTMENT MANAGEMENT INC 81.0K +89.0 (+0.1%) 49.00M +4.8M (+10.8%) 0.18% +0.001 pp 0.62% +0.056 pp USD330.22 +83.2% 27 qtrs —
85 VIRGINIA RETIREMENT SYSTEMS ET AL 80.2K -3.8K (-4.6%) 48.50M +2.6M (+5.6%) 0.18% -0.008 pp 0.29% -0.009 pp USD388.93 +55.6% 4 qtrs —
86 NATIONAL PENSION SERVICE 79.5K +76.6K (+2,704.0%) 48.08M +46.5M (+3,002.8%) 0.18% +0.171 pp 0.04% +0.034 pp USD602.93 +0.3% 2 qtrs —
87 SEI INVESTMENTS CO 76.5K +28.6K (+59.6%) 46.29M +20.1M (+76.7%) 0.17% +0.064 pp 0.05% +0.018 pp USD439.43 +37.7% 45 qtrs —
88 ALLIANZ ASSET MANAGEMENT GMBH 74.9K +742.0 (+1.0%) 45.34M +4.8M (+11.8%) 0.17% +0.003 pp 0.05% +0.001 pp USD536.13 +12.8% 19 qtrs —
89 NATIXIS ADVISORS, L.P. 73.8K +7.9K (+12.0%) 44.62M +8.6M (+23.9%) 0.16% +0.018 pp 0.06% +0.011 pp USD471.80 +28.2% 31 qtrs —
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 69.9K -201.0 (-0.3%) 42.31M +4.0M (+10.3%) 0.16% +0.000 pp 0.04% +0.003 pp USD143.85 +320.6% 52 qtrs —
91 WALLEYE TRADING LLC 68.8K +20.6K (+42.7%) 41.62M +15.3M (+57.9%) 0.15% +0.047 pp 0.06% +0.019 pp USD466.27 +29.8% 55 qtrs —
92 LPL FINANCIAL LLC 65.6K -6.1K (-8.6%) 39.71M +466.0K (+1.2%) 0.15% -0.013 pp 0.01% -0.001 pp USD376.66 +60.6% 50 qtrs —
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 565 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 The Acquirers Fund ZIG 3.44% 1.13M 0.75%
2 Pacer US Cash Cows Growth ETF BUL 2.65% 3.42M 0.60%
3 Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD 2.06% 6.27M 0.40%
4 Nuveen ESG Mid-Cap Growth NUMG 2.02% 7.23M 0.31%
5 Invesco Bloomberg Pricing Power ETF POWA 1.86% 3.25M 0.40%
6 State Street SPDR S&P Retail ETF XRT 1.33% 5.81M 0.35%
7 ProShares S&P 500 Buyback Aristocrats ETF BUYB 1.22% 236.0K 0.39%
8 VanEck Retail ETF RTH 1.10% 2.76M 0.35%
9 Invesco NASDAQ Next Gen 100 ETF QQQJ 1.01% 11.63M 0.15%
10 Invesco NASDAQ Next Generation 100 UCITS ETF EQQJ.L 1.01% 527.4K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.25
Bullish
Ratio by volume
3.00
Bullish
Buys
13
Sells
4
Shares acquired
151.8K
Shares disposed
2.2K
Cash buys
—
Cash sales
—
Net activity
+149,640
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
2026-04-07 MRKONIC GEORGE R JR Director S-Sale D Common Stock 452 539.29 243.8K 2,383 D ↗
2026-03-31 Steelman Kecia Officer A-Award A Stock Option (right to buy) 37,070 522.71 19.38M 37,070 D ↗
2026-03-31 Ryan Anita Jane Officer A-Award A Common Stock 1,443 0.00 — 9,141 D ↗
2026-03-31 Lialios Christopher Officer A-Award A Stock Option (right to buy) 757 522.71 395.7K 757 D ↗
2026-03-31 DelOrefice Christopher Officer A-Award A Stock Option (right to buy) 14,363 522.71 7.51M 14,363 D ↗
2026-03-31 Casares Rene G. Officer A-Award A Common Stock 1,263 0.00 — 3,116 D ↗
2026-03-15 Steelman Kecia Officer F-InKind D Common Stock 393 535.72 210.5K 33,091 D ↗
2026-03-15 Ryan Anita Jane Officer F-InKind D Common Stock 80 535.75 42.9K 7,887 D ↗
2026-02-12 Steelman Kecia Officer A-Award A Common Stock 3,416 0.00 — 33,484 D ↗
2026-02-12 Ryan Anita Jane Officer A-Award A Common Stock 644 0.00 — 7,967 D ↗
2025-12-15 Halligan Catherine Ann Director G-Gift D Common Stock 340 0.00 — 2,060 D ↗
2025-12-09 DelOrefice Christopher Officer A-Award A Common Stock 1,825 0.00 — 1,825 D ↗
2025-12-05 DelOrefice Christopher — — — — 0 0.00 — 0 — ↗
2025-09-04 Smith Mike C. Director S-Sale D Common Stock 500 528.43 264.2K 2,263 D ↗
2025-09-01 Landry Stephenie Lee Director A-Award A Common Stock 277 0.00 — 277 D ↗
2025-09-01 Brok Martin Director A-Award A Common Stock 277 0.00 — 1,277 D ↗
2025-06-27 Lialios Christopher Officer — — Stock Option (right to buy) 350 395.84 138.5K 0 D ↗
2025-06-11 Smith Mike C. Director A-Award A Common Stock 383 0.00 — 2,763 D ↗
2025-06-11 Ruiz Gisel Director A-Award A Restricted Stock Units 383 0.00 — 383 D ↗
2025-06-11 Petz Heidi G Director A-Award A Common Stock 383 0.00 — 1,395 D ↗
2025-06-11 Nagler Lorna Director A-Award A Common Stock 383 0.00 — 7,364 D ↗
2025-06-11 MRKONIC GEORGE R JR Director A-Award A Common Stock 383 0.00 — 2,835 D ↗
2025-06-11 LITTLE PATRICIA A Director A-Award A Common Stock 383 0.00 — 1,765 D ↗
2025-06-11 Halligan Catherine Ann Director A-Award A Common Stock 383 0.00 — 2,400 D ↗
2025-06-11 GARCIA KELLY E Director A-Award A Common Stock 383 0.00 — 1,746 D ↗
2025-06-11 COLLINS MICHELLE L Director A-Award A Restricted Stock Units 383 0.00 — 2,303 D ↗
2025-04-28 Casares Rene G. Officer — — Common Stock 0 0.00 — 1,853 D ↗
2025-04-01 Caro Jodi J Officer M-Exempt A Common Stock 902 174.45 157.4K 8,534 D ↗
2025-03-31 Steelman Kecia Officer A-Award A Common Stock 13,076 0.00 — 30,068 D ↗
2025-03-31 Ryan Anita Jane Officer A-Award A Common Stock 1,978 0.00 — 5,958 D ↗
2025-03-31 Oyibo Paula M Officer A-Award A Stock Option (right to buy) 7,340 366.54 2.69M 7,340 D ↗
2025-03-20 Steelman Kecia Officer P-Purchase A Common Stock 1,440 346.89 499.5K 16,992 D ↗
2025-03-15 Steelman Kecia Officer F-InKind D Common Stock 1,546 357.48 552.7K 15,552 D ↗
2025-03-15 Ryan Anita Jane Officer F-InKind D Common Stock 174 357.48 62.2K 3,980 D ↗
2025-03-15 Oyibo Paula M Officer A-Award A Common Stock 616 0.00 — 3,847 D ↗
2025-03-15 Caro Jodi J Officer A-Award A Common Stock 2,354 0.00 — 9,155 D ↗
2025-01-31 Oyibo Paula M Officer F-InKind D Common Stock 136 418.53 56.9K 3,231 D ↗
2024-07-02 Halligan Catherine Ann Director S-Sale D Common Stock 100 390.08 39.0K 2,017 — ↗
2024-06-25 Caro Jodi J Officer S-Sale D Common Stock 650 388.68 252.6K 6,801 — ↗
2024-06-11 Smith Mike C. Director A-Award A Common Stock 452 0.00 — 2,380 — ↗
2024-06-11 Ruiz Gisel Director A-Award A Common Stock 452 0.00 — 1,363 — ↗
2024-06-11 Petz Heidi G Director A-Award A Common Stock 452 0.00 — 1,012 — ↗
2024-06-11 Nagler Lorna Director A-Award A Common Stock 452 0.00 — 6,981 — ↗
2024-06-11 MacDonald Michael R Director A-Award A Common Stock 452 0.00 — 1,869 — ↗
2024-06-11 MRKONIC GEORGE R JR Director A-Award A Common Stock 452 0.00 — 2,452 — ↗
2024-06-11 LITTLE PATRICIA A Director A-Award A Common Stock 452 0.00 — 1,382 — ↗
2024-06-11 Halligan Catherine Ann Director A-Award A Common Stock 452 0.00 — 2,117 — ↗
2024-06-11 GARCIA KELLY E Director A-Award A Common Stock 452 0.00 — 1,363 — ↗
2024-06-11 COLLINS MICHELLE L Director A-Award A Restricted Stock Units 452 0.00 — 1,920 — ↗
2024-06-04 MRKONIC GEORGE R JR Director S-Sale D Common Stock 397 389.34 154.6K 2,000 — ↗
2024-04-01 Oyibo Paula M Officer — D Stock Option (right to buy) 222 306.59 68.1K 0 — ↗
2024-03-29 Steelman Kecia Officer A-Award A Stock Option (right to buy) 8,087 522.88 4.23M 8,087 — ↗
2024-03-29 Ryan Anita Jane Officer A-Award A Stock Option (right to buy) 1,538 522.88 804.2K 1,538 — ↗
2024-03-29 Kimbell David C Director / Officer A-Award A Stock Option (right to buy) 18,239 522.88 9.54M 18,239 — ↗
2024-03-29 Caro Jodi J Officer A-Award A Stock Option (right to buy) 1,973 522.88 1.03M 1,973 — ↗
2024-03-19 Steelman Kecia Officer M-Exempt D Stock Option (right to buy) 1,395 348.73 486.5K 0 — ↗
2024-03-19 Ryan Anita Jane Officer M-Exempt A Common Stock 1,068 348.73 372.4K 4,023 — ↗
2024-03-19 Halligan Catherine Ann Director S-Sale D Common Stock 500 526.26 263.1K 1,665 — ↗
2024-03-15 Steelman Kecia Officer F-InKind D Common Stock 2,969 535.98 1.59M 17,857 — ↗
2024-03-15 Settersten Scott M Officer F-InKind D Common Stock 319 535.98 171.0K 17,661 — ↗
2024-03-15 Ryan Anita Jane Officer F-InKind D Common Stock 237 535.98 127.0K 2,955 — ↗
2024-03-15 Kimbell David C Director / Officer F-InKind A Common Stock 6,030 535.98 3.23M 42,069 — ↗
2024-03-15 Caro Jodi J Officer F-InKind A Common Stock 1,018 535.98 545.6K 7,054 — ↗
2024-02-19 Steelman Kecia Officer A-Award A Common Stock 6,762 0.00 — 21,250 — ↗
2024-02-19 Settersten Scott M Officer A-Award A Common Stock 5,026 0.00 — 17,980 — ↗
2024-02-19 Ryan Anita Jane Officer A-Award A Common Stock 808 0.00 — 3,299 — ↗
2024-02-19 Kimbell David C Director / Officer A-Award A Common Stock 13,610 0.00 — 49,196 — ↗
2024-02-19 Caro Jodi J Officer A-Award A Common Stock 2,654 0.00 — 8,244 — ↗
2023-12-13 Nagler Lorna Director S-Sale D Common Stock 500 488.18 244.1K 6,529 — ↗
2023-12-12 Caro Jodi J Officer M-Exempt A Common Stock 1,804 174.45 314.7K 7,394 — ↗
2023-12-05 MacDonald Michael R Director G-Gift D Common Stock 2,000 484.56 969.1K 1,417 — ↗
2023-10-05 Steelman Kecia Officer F-InKind D Common Stock 946 388.82 367.8K 14,488 — ↗
2023-06-15 Halligan Catherine Ann Director S-Sale D Common Stock 400 450.00 180.0K 2,165 — ↗
2023-06-05 MRKONIC GEORGE R JR Director S-Sale D Common Stock 393 421.30 165.6K 2,397 — ↗
2023-06-01 Smith Mike C. Director A-Award A Common Stock 397 0.00 — 1,928 — ↗
2023-06-01 Ruiz Gisel Director A-Award A Common Stock 397 0.00 — 911 — ↗
2023-06-01 Petz Heidi G Director A-Award A Common Stock 397 0.00 — 560 — ↗
2023-06-01 Nagler Lorna Director A-Award A Common Stock 397 0.00 — 7,029 — ↗
2023-06-01 MacDonald Michael R Director A-Award A Common Stock 397 0.00 — 3,417 — ↗
2023-06-01 MRKONIC GEORGE R JR Director A-Award A Common Stock 397 0.00 — 2,790 — ↗
2023-06-01 LITTLE PATRICIA A Director A-Award A Restricted Stock Units 397 0.00 — 1,266 — ↗
2023-06-01 Halligan Catherine Ann Director A-Award A Common Stock 397 0.00 — 2,565 — ↗
2023-06-01 GARCIA KELLY E Director A-Award A Common Stock 397 0.00 — 911 — ↗
2023-06-01 COLLINS MICHELLE L Director A-Award A Restricted Stock Units 397 0.00 — 1,468 — ↗
2023-04-03 Ryan Anita Jane Officer S-Sale D Common Stock 1,255 544.69 683.6K 2,491 — ↗
2023-03-31 Steelman Kecia Officer A-Award A Stock Option (right to buy) 5,573 545.67 3.04M 5,573 — ↗
2023-03-31 Settersten Scott M Officer A-Award A Common Stock 680 0.00 — 12,954 — ↗
2023-03-31 Ryan Anita Jane Officer A-Award A Common Stock 258 0.00 — 2,491 — ↗
2023-03-31 Nagler Lorna Director S-Sale D Common Stock 100 541.59 54.2K 6,632 — ↗
2023-03-31 Kimbell David C Director / Officer A-Award A Stock Option (right to buy) 13,220 545.67 7.21M 13,220 — ↗
2023-03-31 Caro Jodi J Officer A-Award A Stock Option (right to buy) 1,462 545.67 797.8K 1,462 — ↗
2023-03-20 Caro Jodi J Officer M-Exempt A Common Stock 3,437 348.73 1.20M 9,731 — ↗
2023-03-15 Steelman Kecia Officer F-InKind D Common Stock 2,310 524.18 1.21M 14,067 — ↗
2023-03-15 Settersten Scott M Officer F-InKind D Common Stock 1,763 524.18 924.1K 12,274 — ↗
2023-03-15 Ryan Anita Jane Officer F-InKind D Common Stock 249 524.18 130.5K 2,233 — ↗
2023-03-15 Kimbell David C Director / Officer F-InKind D Common Stock 9,567 524.18 5.01M 32,345 — ↗
2023-03-15 Caro Jodi J Officer F-InKind D Common Stock 749 524.18 392.6K 6,294 — ↗
2023-03-14 Smith Mike C. Director S-Sale D Common Stock 400 521.63 208.7K 1,531 — ↗
2022-12-16 Petz Heidi G Director A-Award A Common Stock 163 0.00 — 163 — ↗
2022-12-13 Kimbell David C Officer M-Exempt A Common Stock 11,489 174.45 2.00M 53,401 — ↗
2022-12-07 Steelman Kecia Officer S-Sale D Common Stock 8,518 476.85 4.06M 16,377 — ↗
2022-09-08 Halligan Catherine Ann Director S-Sale D Common Stock 276 445.86 123.1K 2,168 — ↗
2022-09-07 Ryan Anita Jane Officer S-Sale D Common Stock 594 440.53 261.7K 2,482 — ↗
2022-09-02 Kimbell David C Director / Officer M-Exempt A Common Stock 2,347 191.76 450.1K 44,259 — ↗
2022-09-02 Halligan Catherine Ann Director S-Sale D Common Stock 200 428.81 85.8K 2,444 — ↗
2022-08-31 Halligan Catherine Ann Director G-Gift D Common Stock 150 0.00 — 2,644 — ↗
2022-08-30 Caro Jodi J Officer S-Sale D Common Stock 366 415.47 152.1K 7,071 — ↗
2022-06-13 MRKONIC GEORGE R JR Director S-Sale D Common Stock 476 391.84 186.5K 2,393 — ↗
2022-06-09 Settersten Scott M Officer M-Exempt A Common Stock 4,386 281.53 1.23M 20,769 — ↗
2022-06-09 Halligan Catherine Ann Director G-Gift D Common Stock 125 0.00 — 2,794 — ↗
2022-06-08 Steelman Kecia Officer G-Gift D Common Stock 250 0.00 — 16,377 — ↗
2022-06-03 Steelman Kecia Officer S-Sale D Common Stock 13,199 405.02 5.35M 16,627 — ↗
2022-06-01 Smith Mike C. Director A-Award A Common Stock 393 0.00 — 1,931 — ↗
2022-06-01 Ryan Anita Jane Officer — D Stock Option (Right to Buy) 600 281.53 168.9K 0 — ↗
2022-06-01 Ruiz Gisel Director A-Award A Common Stock 393 0.00 — 514 — ↗
2022-06-01 Nagler Lorna Director A-Award A Common Stock 393 0.00 — 7,832 — ↗
2022-06-01 MacDonald Michael R Director A-Award A Common Stock 393 0.00 — 3,020 — ↗
2022-06-01 MRKONIC GEORGE R JR Director A-Award A Common Stock 393 0.00 — 2,869 — ↗
2022-06-01 LITTLE PATRICIA A Director A-Award A Restricted Stock Units 393 0.00 — 869 — ↗
2022-06-01 Halligan Catherine Ann Director A-Award A Common Stock 393 0.00 — 2,919 — ↗
2022-06-01 GARCIA KELLY E Director A-Award A Common Stock 393 0.00 — 514 — ↗
2022-06-01 COLLINS MICHELLE L Director A-Award A Common Stock 393 0.00 — 4,172 — ↗
2022-03-24 Steelman Kecia Officer A-Award A Stock Option (right to buy) 7,043 0.00 — 7,043 — ↗
2022-03-24 Settersten Scott M Officer A-Award A Common Stock 892 0.00 — 14,037 — ↗
2022-03-24 Kimbell David C Officer A-Award A Common Stock 3,244 0.00 — 41,912 — ↗
2022-03-24 Caro Jodi J Officer A-Award A Common Stock 1,482 0.00 — 7,437 — ↗
2022-03-16 Caro Jodi J Officer M-Exempt D Stock Option (right to buy) 5,340 204.27 1.09M 0 — ↗
2022-03-15 Steelman Kecia Officer F-InKind D Common Stock 784 371.38 291.2K 12,331 — ↗
2022-03-15 Settersten Scott M Officer F-InKind D Common Stock 508 371.38 188.7K 13,145 — ↗
2022-03-15 Kimbell David C Officer F-InKind D Common Stock 639 371.38 237.3K 38,668 — ↗
2022-03-15 Dillon Mary N Director F-InKind D Common Stock 1,890 371.38 701.9K 49,867 — ↗
2022-03-15 Caro Jodi J Officer S-Sale D Common Stock 5,340 384.54 2.05M 5,955 — ↗
2022-03-15 CHILDS JEFFREY J Officer F-InKind D Common Stock 184 371.38 68.3K 5,218 — ↗
2022-02-16 Ruiz Gisel Director A-Award A Common Stock 121 0.00 — 121 — ↗
2022-02-16 GARCIA KELLY E Director A-Award A Common Stock 121 0.00 — 121 — ↗
2021-12-08 Steelman Kecia Officer M-Exempt D Stock Option (right to buy) 2,759 174.45 481.3K 8,277 — ↗
2021-12-08 Dillon Mary N Director S-Sale D Common Stock 4,481 408.66 1.83M 97,276 — ↗
2021-12-07 Halligan Catherine Ann Director G-Gift D Common Stock 200 0.00 — 2,526 — ↗
2021-09-30 Dillon Mary N Director F-InKind D Common Stock 10,844 360.92 3.91M 36,325 — ↗
2021-09-22 CHILDS JEFFREY J Officer M-Exempt D Stock Option (right to buy) 3,744 281.53 1.05M 0 — ↗
2021-09-03 Halligan Catherine Ann Director G-Gift D Common Stock 100 0.00 — 2,726 — ↗
2021-08-30 Steelman Kecia Officer S-Sale D Common Stock 1,739 385.02 669.5K 13,115 — ↗
2021-08-30 Caro Jodi J Officer M-Exempt A Common Stock 3,566 281.53 1.00M 10,116 — ↗
2021-08-05 MacDonald Michael R Director S-Sale D Common Stock 5,700 350.04 2.00M 2,627 — ↗
2021-06-21 MRKONIC GEORGE R JR Director S-Sale D Common Stock 595 330.30 196.5K 0 — ↗
2021-06-04 Dillon Mary N Director S-Sale D Common Stock 28,103 325.84 9.16M 62,209 — ↗
2021-06-03 CHILDS JEFFREY J Officer S-Sale D Common Stock 824 334.84 275.9K 5,402 — ↗
2021-06-02 Steelman Kecia Officer — D Common Stock 0 0.00 — 13,115 — ↗
2021-06-02 Smith Mike C. Director A-Award A Common Stock 476 0.00 — 1,538 — ↗
2021-06-02 Nagler Lorna Director A-Award A Common Stock 476 0.00 — 7,439 — ↗
2021-06-02 MacDonald Michael R Director A-Award A Common Stock 476 0.00 — 8,327 — ↗
2021-06-02 MRKONIC GEORGE R JR Director A-Award A Common Stock 476 0.00 — 3,071 — ↗
2021-06-02 LITTLE PATRICIA A Director A-Award A Restricted Stock Units 476 0.00 — 476 — ↗
2021-06-02 Halligan Catherine Ann Director A-Award A Common Stock 476 0.00 — 2,826 — ↗
2021-06-02 HEILBRONN CHARLES Director A-Award A Common Stock 476 0.00 — 61,439 — ↗
2021-06-02 COLLINS MICHELLE L Director A-Award A Restricted Stock Units 476 0.00 — 1,071 — ↗
2021-06-02 Blount Sally E. Director A-Award A Restricted Stock Units 476 0.00 — 1,071 — ↗
2021-04-14 HEILBRONN CHARLES Director S-Sale D Common Stock 15,397 334.79 5.15M 484,219 — ↗
2021-04-13 HEILBRONN CHARLES Director S-Sale D Common Stock 55,038 330.28 18.18M 499,616 — ↗
2021-04-12 HEILBRONN CHARLES Director S-Sale D Common Stock 85,430 326.71 27.91M 554,654 — ↗
2021-04-09 HEILBRONN CHARLES Director S-Sale D Common Stock 142,945 321.12 45.90M 640,084 — ↗
2021-04-08 HEILBRONN CHARLES Director S-Sale D Common Stock 137,858 320.46 44.18M 783,029 — ↗
2021-04-07 HEILBRONN CHARLES Director S-Sale D Common Stock 80,724 317.22 25.61M 920,887 — ↗
2021-04-06 HEILBRONN CHARLES Director S-Sale D Common Stock 74,369 317.50 23.61M 1,001,611 — ↗
2021-04-05 Nagler Lorna Director M-Exempt A Common Stock 4,666 57.42 267.9K 11,629 — ↗
2021-03-30 HEILBRONN CHARLES Director S-Sale D Common Stock 120,931 309.67 37.45M 1,075,980 — ↗
2021-03-29 HEILBRONN CHARLES Director S-Sale D Common Stock 175,944 306.27 53.89M 1,196,911 — ↗
2021-03-26 HEILBRONN CHARLES Director S-Sale D Common Stock 226,791 304.23 69.00M 1,372,855 — ↗
2021-03-25 Settersten Scott M Officer A-Award A Stock Option (right to buy) 4,686 306.59 1.44M 4,686 — ↗
2021-03-25 Kimbell David C Officer A-Award A Common Stock 1,000 0.00 — 36,364 — ↗
2021-03-25 HEILBRONN CHARLES Director S-Sale D Common Stock 342,286 305.23 104.47M 1,599,646 — ↗
2021-03-25 Dillon Mary N Officer A-Award A Stock Option (right to buy) 12,853 306.59 3.94M 12,853 — ↗
2021-03-25 Caro Jodi J Officer A-Award A Stock Option (right to buy) 2,473 306.59 758.2K 2,473 — ↗
2021-03-25 CHILDS JEFFREY J Officer A-Award A Stock Option (right to buy) 1,671 306.59 512.3K 1,671 — ↗
2021-03-24 HEILBRONN CHARLES Director S-Sale D Common Stock 84,747 306.48 25.97M 1,941,932 — ↗
2021-03-17 Nagler Lorna Director M-Exempt D Stock Option (right to buy) 4,000 57.42 229.7K 4,666 — ↗
2021-03-15 Settersten Scott M Officer F-InKind D Common Stock 982 322.49 316.7K 11,754 — ↗
2021-03-15 Kimbell David C Officer F-InKind D Common Stock 1,218 322.49 392.8K 35,364 — ↗
2021-03-15 Dillon Mary N Officer F-InKind D Common Stock 4,207 322.49 1.36M 41,371 — ↗
2021-03-15 Caro Jodi J Officer F-InKind D Common Stock 373 322.49 120.3K 5,662 — ↗
2021-03-15 CHILDS JEFFREY J Officer F-InKind D Common Stock 344 322.49 110.9K 5,546 — ↗
2020-12-17 DiRomualdo Robert F Director S-Sale D Common Stock 5,000 272.04 1.36M 245,537 — ↗
2020-12-16 Halligan Catherine Ann Director S-Sale D Common Stock 150 267.52 40.1K 2,350 — ↗
2020-12-11 Dillon Mary N Officer M-Exempt D Stock Option (right to buy) 50,000 164.06 8.20M 100,000 — ↗
2020-12-09 Nagler Lorna Director M-Exempt A Common Stock 5,000 57.42 287.1K 11,963 — ↗
2020-12-08 Caro Jodi J Officer M-Exempt A Common Stock 3,533 191.76 677.5K 10,406 — ↗
2020-09-04 Nagler Lorna Director M-Exempt A Common Stock 3,000 57.42 172.3K 9,963 — ↗
2020-09-02 MRKONIC GEORGE R JR Director S-Sale D Common Stock 2,351 234.82 552.1K 0 — ↗
2020-09-01 Halligan Catherine Ann Director S-Sale D Common Stock 250 230.00 57.5K 2,500 — ↗
2020-06-26 Blount Sally E. Director P-Purchase A Common Stock 250 193.00 48.3K 1,239 — ↗
2020-06-09 CHILDS JEFFREY J Officer S-Sale D Common Stock 3,494 245.75 858.7K 5,890 — ↗
2020-06-05 Halligan Catherine Ann Director S-Sale D Common Stock 500 256.55 128.3K 2,750 — ↗
2020-06-03 Smith Mike C. Director A-Award A Common Stock 595 0.00 — 1,062 — ↗
2020-06-03 Nagler Lorna Director A-Award A Common Stock 595 0.00 — 6,963 — ↗
2020-06-03 MacDonald Michael R Director A-Award A Common Stock 595 0.00 — 7,851 — ↗
2020-06-03 MRKONIC GEORGE R JR Director A-Award A Common Stock 595 0.00 — 3,040 — ↗
2020-06-03 LITTLE PATRICIA A Director A-Award A Common Stock 595 0.00 — 930 — ↗
2020-06-03 Halligan Catherine Ann Director A-Award A Common Stock 595 0.00 — 3,250 — ↗
2020-06-03 HEILBRONN CHARLES Director A-Award A Common Stock 595 0.00 — 60,963 — ↗
2020-06-03 DiRomualdo Robert F Director A-Award A Common Stock 595 0.00 — 6,344 — ↗

Executive team

Top executives
EBIT / Employee
77.4K
Shares Outstanding
43.74M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 Kecia L. Steelman President Chief Executive Officer (Principal Executive Officer) 1.35M — 9.59M — 4.38M 84.3K 15.40M 62.23% ↗
2 2025 Christopher J. DelOrefice Chief Financial Officer (Principal Financial Officer) 154.5K 1.00M 3.30M — — 13.9K 4.47M 73.86% ↗
3 2025 Rene G. Cásares Chief Legal Officer 599.5K 1.25M 1.27M — 1.08M 14.5K 4.21M 30.13% ↗
4 2025 Anita J. Ryan Chief Human Resources Officer 715.9K — 2.45M — 981.0K 40.1K 4.19M 58.52% ↗
5 2025 Paula M. Oyibo Former Chief Financial Officer 315.2K — 1.58M — — 1.23M 3.13M 50.66% ↗
6 2025 Christopher Lialios Former Interim Chief Financial Officer 488.5K — 292.1K — 651.4K 23.0K 1.46M 20.08% ↗
7 2025 Jodi J. Caro Former General Counsel and Chief Risk and Compliance Officer 171.7K — — — — 21.0K 192.7K 0.00% ↗
8 2024 David C. Kimbell Former Chief Executive Officer and Director 1.35M — 9.59M — 1.48M 103.8K 12.52M 76.57% ↗
9 2024 Kecia L. Steelman President Chief Executive Officer and Director (Principal Executive Officer) 1.14M — 4.25M — 836.2K 77.9K 6.30M 67.46% ↗
10 2024 Kecia L. Steelman President Chief Executive Officer (Principal Executive Officer) 1.14M — 4.25M — 836.2K 77.9K 6.30M 67.46% ↗
11 2024 Paula M. Oyibo Chief Financial Officer (Principal Financial Officer) 690.4K — 1.45M — 396.8K 48.3K 2.59M 56.09% ↗
12 2024 Paula M. Oyibo Former Chief Financial Officer 690.4K — 1.45M — 396.8K 48.3K 2.59M 56.09% ↗
13 2024 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer 691.0K — 1.04M — 273.3K 57.4K 2.06M 50.38% ↗
14 2024 Jodi J. Caro Former General Counsel and Chief Risk and Compliance Officer 691.0K — 1.04M — 273.3K 57.4K 2.06M 50.38% ↗
15 2024 Anita J. Ryan Chief Human Resources Officer 646.3K — 808.8K — 255.7K 41.1K 1.75M 46.16% ↗
16 2024 Scott M. Settersten Former Chief Financial Officer 154.9K — — — — 23.7K 178.6K 0.00% ↗
17 2023 David C. Kimbell Chief Executive Officer and Director (Principal Executive Officer) 1.35M — 8.84M — 2.38M 93.4K 12.66M 69.83% ↗
18 2023 David C. Kimbell Former Chief Executive Officer and Director 1.35M — 8.84M — 2.38M 93.4K 12.66M 69.83% ↗
19 2023 Kecia L. Steelman President Chief Executive Officer (Principal Executive Officer) 1.07M — 3.73M — 1.20M 64.2K 6.06M 61.57% ↗
20 2023 Kecia L. Steelman President and Chief Operating Officer 1.07M — 3.73M — 1.20M 64.2K 6.06M 61.57% ↗
21 2023 Kecia L. Steelman President Chief Executive Officer and Director (Principal Executive Officer) 1.07M — 3.73M — 1.20M 64.2K 6.06M 61.57% ↗
22 2023 Scott M. Settersten Former Chief Financial Officer 805.5K — 1.85M — 788.1K 70.9K 3.52M 52.69% ↗
23 2023 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 805.5K — 1.85M — 788.1K 70.9K 3.52M 52.69% ↗
24 2023 Jodi J. Caro Former General Counsel and Chief Risk and Compliance Officer 658.1K — 987.6K — 418.5K 55.4K 2.12M 46.59% ↗
25 2023 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer and Corporate Secretary 658.1K — 987.6K — 418.5K 55.4K 2.12M 46.59% ↗
26 2023 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer 658.1K — 987.6K — 418.5K 55.4K 2.12M 46.59% ↗
27 2023 Anita J. Ryan Chief Human Resources Officer 562.0K — 703.1K — 357.4K 47.0K 1.67M 42.11% ↗
28 2022 David C. Kimbell Chief Executive Officer and Director (Principal Executive Officer) 1.23M — 7.82M — 4.41M 54.0K 13.51M 57.90% ↗
29 2022 David C. Kimbell Former Chief Executive Officer and Director 1.23M — 7.82M — 4.41M 54.0K 13.51M 57.90% ↗
30 2022 Kecia L. Steelman President Chief Executive Officer and Director (Principal Executive Officer) 1.00M — 5.20M — 2.30M 61.3K 8.56M 60.73% ↗
31 2022 Kecia L. Steelman President and Chief Operating Officer 1.00M — 5.20M — 2.30M 61.3K 8.56M 60.73% ↗
32 2022 Kecia L. Steelman Chief Operating Officer 1.00M — 5.20M — 2.30M 61.3K 8.56M 60.73% ↗
33 2022 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 767.1K — 2.28M — 1.53M 63.6K 4.65M 49.12% ↗
34 2022 Scott M. Settersten Former Chief Financial Officer 767.1K — 2.28M — 1.53M 63.6K 4.65M 49.12% ↗
35 2022 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer and Corporate Secretary 620.8K — 1.42M — 807.0K 48.2K 2.90M 49.02% ↗
36 2022 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer 620.8K — 1.42M — 807.0K 48.2K 2.90M 49.02% ↗
37 2022 Anita J. Ryan Chief Human Resources Officer 501.9K — 721.4K — 663.8K 38.4K 1.93M 37.47% ↗
38 2021 David C. Kimbell Chief Executive Officer and Director (Principal Executive Officer) 1.04M — 3.70M — 3.74M 64.0K 8.54M 43.35% ↗
39 2021 Mary N. Dillon Executive Chair and Former Chief Executive Officer (Former 927.9K — 3.11M — 1.36M 11.0K 6.97M 44.60% ↗
40 2021 Kecia L. Steelman President and Chief Operating Officer 783.2K — 1.84M — 1.57M 44.7K 4.24M 43.49% ↗
41 2021 Kecia L. Steelman Chief Operating Officer 783.2K — 1.84M — 1.57M 44.7K 4.24M 43.49% ↗
42 2021 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 723.7K — 1.51M — 1.23M 51.0K 3.51M 42.93% ↗
43 2021 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer and Corporate Secretary 585.6K — 759.6K — 761.3K 41.7K 2.15M 35.36% ↗
44 2021 Jeffrey J. Childs Chief Human Resources Officer 593.4K — 360.5K — 771.5K 42.9K 1.95M 18.52% ↗
45 2020 David C. Kimbell President 798.1K 229.4K 3.85M — 688.3K 46.8K 9.47M 40.69% ↗
46 2020 David C. Kimbell Chief Executive Officer and Director (Principal Executive Officer) 798.1K 229.4K 7.71M — 688.3K 46.8K 9.47M 81.38% ↗
47 2020 Mary N. Dillon Executive Chair and Former Chief Executive Officer (Former 1.01M 503.6K 2.50M — 1.51M 83.9K 8.10M 30.82% ↗
48 2020 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 1.01M 503.6K 2.50M — 1.51M 83.9K 8.10M 30.82% ↗
49 2020 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 697.5K 139.5K 1.65M — 418.5K 53.0K 2.96M 55.81% ↗
50 2020 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer and Corporate Secretary 561.8K 91.3K 785.0K — 273.9K 38.6K 1.75M 44.84% ↗
51 2020 Jodi J. Caro General Counsel, Chief Compliance Officer and Corporate Secretary 561.8K 91.3K 392.5K — 273.9K 38.6K 1.75M 22.42% ↗
52 2020 Jeffrey J. Childs Chief Human Resources Officer 573.4K 93.2K 295.3K — 279.5K 41.7K 1.58M 18.71% ↗
53 2019 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 1.19M — 2.38M — 1.04M 91.6K 7.06M 33.64% ↗
54 2019 Mary N. Dillon Executive Chair and Former Chief Executive Officer (Former 1.19M — 2.38M — 1.04M 91.6K 7.06M 33.64% ↗
55 2019 David C. Kimbell President 730.6K — 986.9K — 358.2K 43.8K 3.11M 31.78% ↗
56 2019 David C. Kimbell Chief Executive Officer and Director (Principal Executive Officer) 730.6K — 986.9K — 358.2K 43.8K 3.11M 31.78% ↗
57 2019 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 697.5K — 802.8K — 269.0K 47.7K 2.62M 30.65% ↗
58 2019 Jodi J. Caro General Counsel, Chief Risk & Compliance Officer and Corporate Secretary 561.8K — 309.3K — 187.8K 37.8K 1.41M 22.01% ↗
59 2019 Jodi J. Caro General Counsel, Chief Compliance Officer and Corporate Secretary 561.8K — 309.3K — 187.8K 37.8K 1.41M 22.01% ↗
60 2019 Jeffrey J. Childs Chief Human Resources Officer 573.4K — 287.0K — 191.6K 39.9K 1.38M 20.82% ↗
61 2018 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 1.15M 260.0K 8.50M — 1.99M 89.2K 14.25M 59.68% ↗
62 2018 David C. Kimbell President 676.5K — 845.7K — 516.0K 36.2K 2.92M 28.96% ↗
63 2018 David C. Kimbell Chief Merchandising and Marketing Officer; President & Chief Merchandising and Marketing Officer as of April 12, 2019 676.5K — 845.7K — 516.0K 36.2K 2.92M 28.96% ↗
64 2018 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 658.1K — 691.3K — 501.9K 36.3K 2.58M 26.81% ↗
65 2018 Jodi J. Caro General Counsel, Chief Compliance Officer and Corporate Secretary 535.0K — 367.7K — 353.7K 29.3K 1.55M 23.67% ↗
66 2018 Jeffrey J. Childs Chief Human Resources Officer 546.0K — 273.1K — 361.0K 36.2K 1.49M 18.34% ↗
67 2017 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 1.12M — 2.19M — 1.91M 83.1K 7.49M 29.23% ↗
68 2017 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 615.0K — 615.1K — 464.5K 38.1K 2.35M 26.20% ↗
69 2017 David C. Kimbell Chief Merchandising and Marketing Officer 615.0K — 615.1K 615.0K 464.5K 33.0K 2.34M 52.51% ↗
70 2017 David C. Kimbell President 615.0K — 615.1K — 464.5K 33.0K 2.34M 26.26% ↗
71 2017 David C. Kimbell Chief Merchandising and Marketing Officer; President & Chief Merchandising and Marketing Officer as of April 12, 2019 615.0K — 615.1K — 464.5K 33.0K 2.34M 26.26% ↗
72 2017 Jeffrey J. Childs Chief Human Resources Officer 525.0K — 262.7K — 343.7K 34.5K 1.43M 18.39% ↗
73 2017 Jodi J. Caro General Counsel, Chief Compliance Officer and Corporate Secretary 500.0K — 250.3K — 327.3K 25.8K 1.35M 18.49% ↗
74 2016 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 1.00M — 1.93M — 2.92M 73.2K 7.84M 24.55% ↗
75 2016 David C. Kimbell Chief Merchandising and Marketing Officer 580.4K — 493.6K 493.3K 734.0K 29.2K 2.33M 42.35% ↗
76 2016 David C. Kimbell Chief Merchandising and Marketing Officer; President & Chief Merchandising and Marketing Officer as of April 12, 2019 580.4K — 493.6K — 734.0K 29.2K 2.33M 21.18% ↗
77 2016 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 580.0K — 493.2K — 733.6K 29.2K 2.33M 21.18% ↗
78 2016 Jeffrey J. Childs Chief Human Resources Officer 499.3K — 212.5K — 631.5K 31.0K 1.59M 13.39% ↗
79 2016 Jodi J. Caro General Counsel and Corporate Secretary 436.8K — 185.8K 185.7K 425.0K 20.4K 1.25M 29.63% ↗
80 2016 Jodi J. Caro General Counsel, Chief Compliance Officer and Corporate Secretary 436.8K — 185.8K — 425.0K 20.4K 1.25M 14.82% ↗
81 2015 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 1.00M 158.0K 1.55M 13.94M 1.87M 49.6K 18.56M 83.45% ↗
82 2015 Robert R. Guttman (Former Senior Vice President, General Counsel and Secretary) 117.9K — 494.6K 243.1K 78.1K 595.9K 1.53M 48.23% ↗
83 2015 David C. Kimbell Chief Merchandising and Marketing Officer 515.0K 38.0K 313.7K 163.4K 446.6K 22.3K 1.50M 31.83% ↗
84 2015 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 519.0K 38.0K 162.5K 162.5K 449.4K 15.8K 1.35M 24.13% ↗
85 2015 Jeffrey J. Childs Chief Human Resources Officer 480.1K 42.0K 156.2K 156.1K 486.9K 22.3K 1.34M 23.24% ↗
86 2015 Jodi J. Caro General Counsel and Corporate Secretary 208.8K 14.0K 50.1K 150.0K 161.4K 212.00 585.5K 34.18% ↗
87 2015 Jodi J. Caro General Counsel, Chief Compliance Officer and Corporate Secretary 208.8K 14.0K 50.1K 150.0K 161.4K 212.00 585.5K 34.18% ↗
88 2014 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 971.3K — 1.38M 2.15M 1.64M 54.7K 6.20M 56.90% ↗
89 2014 David Kimbell Chief Merchandising and Marketing Officer 457.0K 280.0K 550.5K 635.1K 385.8K 8.5K 2.32M 51.17% ↗
90 2014 David C. Kimbell Chief Merchandising and Marketing Officer 457.0K 280.0K 550.5K 635.1K 385.8K 8.5K 2.32M 51.17% ↗
91 2014 Jeffrey J. Childs Chief Human Resources Officer 466.1K 250.0K 45.5K 257.6K 520.9K 14.6K 1.55M 19.49% ↗
92 2014 Janet Taake Chief Merchandising Officer 493.7K — 48.2K 272.8K 417.9K 738.00 1.23M 26.02% ↗
93 2014 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 450.0K — 44.0K 248.6K 380.9K 13.8K 1.14M 25.73% ↗
94 2014 Robert R. Guttman (Former Senior Vice President, General Counsel and Secretary) 368.0K — 35.9K 203.3K 311.5K 20.8K 939.5K 25.46% ↗
95 2013 Mary N. Dillon Chief Executive Officer and Director (Principal Executive Officer) 548.9K 320.0K 2.18M 2.40M 548.9K 43.6K 6.04M 75.81% ↗
96 2013 Dennis K. Eck Interim Chief Executive Officer and Director (Principal Executive Officer) 94.9K — 85.1K 2.00M — — 2.18M 95.65% ↗
97 2013 Janet Taake Chief Merchandising Officer 452.9K 65.0K 501.7K 167.8K 164.6K — 1.35M 49.52% ↗
98 2013 Jeffrey J. Childs Chief Human Resources Officer 156.4K 202.8K 651.6K 252.5K 74.0K — 1.34M 67.60% ↗
99 2013 Jeffrey T. Severts Senior Vice President, Marketing 425.0K — 466.5K 156.0K 153.0K 132.0K 1.33M 46.72% ↗
100 2013 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 392.2K 60.0K 439.0K 146.8K 144.0K — 1.18M 49.56% ↗
101 2013 Robert R. Guttman (Former Senior Vice President, General Counsel and Secretary) 350.5K 15.0K 384.7K 128.7K 126.2K 5.7K 1.01M 50.80% ↗
102 2013 Chuck Rubin President, Chief Executive Officer and Director (Principal Executive Officer) 50.8K — — — — — 50.8K 0.00% ↗
103 2012 Chuck Rubin President, Chief Executive Officer and Director (Principal Executive Officer) 878.1K — 255.1K 1.45M 867.0K — 3.45M 49.35% ↗
104 2012 Bruce L. Hartman Chief Financial Officer (Principal Financial Officer) 66.5K — 1.00M 1.00M — 28.6K 2.10M 95.46% ↗
105 2012 Robert S. Guttman Senior Vice President, General Counsel & Secretary 338.0K — 117.1K 159.0K 138.8K 4.1K 757.1K 36.47% ↗
106 2012 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 326.4K — 36.1K 204.7K 146.2K — 713.4K 33.75% ↗
107 2012 Scott M. Settersten Chief Financial Officer (Principal Financial Officer) 249.4K 150.0K 108.8K 59.1K 132.6K — 700.0K 23.99% ↗
108 2011 Chuck Rubin President, Chief Executive Officer and Director (Principal Executive Officer) 795.4K — — 1.82M 1.11M 41.7K 3.76M 48.33% ↗
109 2011 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 435.8K — — 545.9K 303.1K 1.2K 1.29M 42.45% ↗
110 2011 Robert S. Guttman Senior Vice President, General Counsel & Secretary 317.6K — — 363.9K 180.1K 3.4K 865.0K 42.07% ↗
111 2010 Chuck Rubin President, Chief Executive Officer and Director (Principal Executive Officer) 547.9K 2.80M 2.72M 3.69M 1.12M 230.4K 11.11M 57.70% ↗
112 2010 Lynelle P. Kirby Former President, Chief Executive Officer and Director 483.6K — — 1.82M 943.6K 23.2K 3.27M 55.60% ↗
113 2010 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 383.7K 53.1K — 576.8K 425.0K 1.1K 1.44M 40.06% ↗
114 2010 Wayne D. L’Heureux Former Senior Vice President — Human Resources 290.6K 23.4K — — 234.2K 294.7K 842.9K 0.00% ↗
115 2010 Robert S. Guttman Senior Vice President, General Counsel & Secretary 295.9K 29.7K — 259.6K 237.6K 2.1K 824.9K 31.47% ↗
116 2009 Lynelle P. Kirby Former President, Chief Executive Officer and Director 770.0K 80.0K — 1.32M 1.54M 16.9K 3.73M 35.46% ↗
117 2009 Lynelle P. Kirby President, Chief Executive Officer and Director (Principal Executive Officer) 770.0K 80.0K — 1.32M 1.54M 16.9K 3.73M 35.46% ↗
118 2009 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 337.9K 38.5K — 469.3K 350.0K 3.3K 1.20M 39.14% ↗
119 2009 Robert S. Guttman Senior Vice President, General Counsel & Secretary 290.3K 23.2K — 235.2K 232.2K 4.0K 784.9K 29.96% ↗
120 2009 Wayne D. L’Heureux Former Senior Vice President — Human Resources 278.1K 22.9K — 163.8K 228.9K 3.4K 697.1K 23.50% ↗
121 2009 Wayne D. L’Heureux Senior Vice President — Human Resources 278.1K 22.9K — 163.8K 228.9K 3.4K 697.1K 23.50% ↗
122 2008 Lynelle P. Kirby President, Chief Executive Officer and Director (Principal Executive Officer) 770.0K 80.0K — 2.75M — 158.0K 3.76M 73.18% ↗
123 2008 Lynelle P. Kirby Former President, Chief Executive Officer and Director 770.0K 80.0K — 2.75M — 158.0K 3.76M 73.18% ↗
124 2008 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 320.0K 17.0K — 1.40M — 3.1K 1.74M 80.47% ↗
125 2008 Bruce E. Barkus Former Chief Operating Officer 78.1K 100.0K — — — 504.6K 621.3K 0.00% ↗
126 2007 Lynelle P. Kirby President, Chief Executive Officer and Director (Principal Executive Officer) 651.0K 812.5K — 2.55M — 26.1K 4.04M 63.12% ↗
127 2007 Lyn P. Kirby President, Chief Executive Officer and Director (Principal Executive Officer) 651.0K 812.5K — 850.0K — 26.1K 2.34M 36.33% ↗
128 2007 Bruce E. Barkus Chief Operating Officer 580.0K 100.0K — 213.9K — 6.0K 900.0K 23.77% ↗
129 2007 Bruce E. Barkus Former Chief Operating Officer 580.0K 100.0K — 213.9K — 6.0K 900.0K 23.77% ↗
130 2007 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 295.4K 85.0K — 336.0K 101.7K 80.1K 898.2K 37.41% ↗
131 2006 Bruce E. Barkus Former Chief Operating Officer 580.0K 175.0K — 292.2K 725.0K 118.2K 1.89M 15.46% ↗
132 2006 Bruce E. Barkus Chief Operating Officer 580.0K 175.0K — 292.2K 725.0K 118.2K 1.89M 15.46% ↗
133 2006 Lynelle P. Kirby President, Chief Executive Officer and Director (Principal Executive Officer) 598.7K 100.0K — — 750.0K 50.9K 1.50M 0.00% ↗
134 2006 Lyn P. Kirby President, Chief Executive Officer and Director (Principal Executive Officer) 598.7K 100.0K — — 750.0K 50.9K 1.50M 0.00% ↗
135 2006 Gregg R. Bodnar Chief Financial Officer (Principal Financial Officer) 74.0K 10.0K — 37.0K 30.3K 58.7K 210.1K 17.62% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A ↗
2026-04-22 DEF 14A ↗
2026-04-03 PRE 14A ↗
2025-04-23 DEFA14A ↗
2025-04-23 DEF 14A ↗
2024-04-24 DEFA14A ↗
2024-04-24 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 SC 13G ↗
2026-04-22 DEFA14A ↗
2026-04-22 DEF 14A ↗
2026-04-22 ARS ↗
2026-04-10 PRER14A ↗
2026-04-07 4 ↗
2026-04-03 PRE 14A ↗
2026-04-02 4 ↗
2026-04-02 4 ↗
2026-04-02 4 ↗

Executive team

NameTitleCompensationGender
Kecia L. Steelman President, Chief Executive Officer & Director 6M female
Christopher J. DelOrefice CFO & Principal Financial Officer 5M male
Rene G. Casares Chief Legal Officer & Corporate Secretary 3M male
Christopher Lialios Senior VP, Controller & Principal Accounting Officer 2M male
Anita Ryan Chief Human Resources Officer 2M female
Andy Lightfoot Chief Executive Officer of Space NK — male
Kelly Mahoney Chief Marketing Officer — female
Kiley F. Rawlins Senior Vice President of Investor Relations — female
Kristin Wolf Chief Strategy & Growth Officer — female
Lauren Brindley Chief Merchandising & Digital Officer — female
Mike Maresca Chief Technology & Transformation Officer — male
Amiee Bayer-Thomas Chief Retail Officer — female
ESG Rating
B
SPECIALTY RETAIL
Rank: 26 out of 96
2018
E (Environmental)
46.9 / 59.7
Company / Sector avg.
S (Social)
60.0 / 56.1
Company / Sector avg.
G (Governance)
68.1 / 56.1
Company / Sector avg.
ESG Total
58.3 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2023-08-22 2023-09-18 Dan Sullivan AK Joint Sale (Full) $1,001 - $15,000 ↗
2023-01-10 2023-02-13 Dan Sullivan AK Joint Sale (Partial) $1,001 - $15,000 ↗
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-19 2026-04-22 Maria Elvira Salazar FL27 — Purchase $15,001 - $50,000 ↗
2026-02-03 2026-03-12 Tony Wied WI08 Joint Sale $15,001 - $50,000 ↗
2025-12-11 2026-01-15 Dan Newhouse WA04 Spouse Sale (Partial) $1,001 - $15,000 ↗
2025-10-14 2025-11-14 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000 ↗
2025-07-10 2025-08-08 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2024-11-15 2024-12-06 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2024-08-14 2024-09-23 Greg Landsman OH01 Spouse Sale (Full) $1,001 - $15,000 ↗
2024-05-29 2024-08-14 Greg Landsman OH01 Spouse Purchase $15,001 - $50,000 ↗
2024-01-10 2024-02-05 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2023-11-13 2023-12-11 Michael Patrick Guest MS03 Spouse Purchase $1,001 - $15,000 ↗
2023-11-03 2023-12-06 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000 ↗
2023-10-02 2023-11-08 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2023-09-08 2023-10-10 Lois Frankel FL22 — Sale $1,001 - $15,000 ↗
2023-08-29 2023-09-06 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2023-07-28 2023-08-07 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2023-03-24 2023-04-07 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2023-03-17 2023-05-26 Dan Newhouse WA04 — Sale $1,001 - $15,000 ↗
2023-03-16 2023-04-28 Lois Frankel FL22 — Sale (Partial) $1,001 - $15,000 ↗
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

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