U.S. Physical Therapy, Inc. (USPH)
Houston, TX, US
U.S. Physical Therapy, Inc., through its various subsidiaries, manages a network of outpatient physical therapy facilities. These clinics deliver a range of services, including rehabilitation before and after surgery, treatment for musculoskeletal conditions, recovery from sports-related trauma, proactive health measures, assistance for workers recovering from injuries, and care for neurological conditions. The company's business is divided into two primary divisions: Physical Therapy Operations and Industrial Injury Prevention Services. Within its industrial segment, it provides specialized services like on-site injury avoidance and recovery programs, strategies for enhancing physical performance, pre-employment screening tests, assessments of an individual's work capacity, and workplace ergonomic reviews. These offerings are delivered by licensed physical therapists and expert certified athletic trainers to a diverse clientele, including Fortune 500 corporations, insurance providers, and their associated contractors. By the end of 2021, specifically December 31st, the company had established 591 operational clinics across 39 states, in addition to overseeing 35 other physical therapy sites. Established in 1990, the company maintains its headquarters in Houston, Texas.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.41% | +3.63% | -22.33% | -30.01% | -14.56% | -22.08% | -21.19% | -44.99% | -47.78% | +8.24% | +3,069.27% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
102.00
+45.1%
|
| Last Year | 1 |
102.00
+45.1%
|
| All Time | 2 |
100.00
+42.2%
|
-
Revenue growth Medical - Care Facilities: +10.2%+16.3% ★ Q1'26: +30.0% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%-22.8% Q1'26: -115.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+5.0% Q1'26: -0.7% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%+11.2% Q1'26: +7.3% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%+5.6% Q1'26: +4.0% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%+0.7% Q1'26: +0.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×3.88× Q1'26: 4.43× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2002 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 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 6 Rev. Ana. 5 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
94.74M
est: 92.67M (+2.2%)
|
331.30M
est: 330.03M (+0.4%)
|
356.55M
est: 356.50M (+0.0%)
|
414.05M
est: 409.49M (+1.1%)
|
453.91M
est: 453.39M (+0.1%)
|
481.97M
est: 481.30M (+0.1%)
|
422.97M
est: 421.87M (+0.3%)
|
495.02M
est: 493.78M (+0.3%)
|
553.14M
est: 553.07M (+0.0%)
|
604.80M
est: 621.23M (-2.6%)
|
671.35M
est: 665.69M (+0.8%)
|
780.99M
est: 778.66M (+0.3%)
|
839.72M
827.46M – 856.86M
+7.8% YoY
|
892.49M
867.47M – 914.06M
+6.3% YoY
|
984.55M
968.31M – 1.01B
+10.3% YoY
|
| EBITDA |
21.83M
est: 16.55M (+31.9%)
|
55.33M
est: 49.29M (+12.2%)
|
58.41M
est: 53.25M (+9.7%)
|
64.53M
est: 61.16M (+5.5%)
|
72.01M
est: 67.72M (+6.3%)
|
83.08M
est: 65.46M (+26.9%)
|
77.68M
est: 105.21M (-26.2%)
|
85.73M
est: 55.54M (+54.4%)
|
76.09M
est: 67.36M (+13.0%)
|
74.37M
est: 87.42M (-14.9%)
|
86.91M
est: 93.67M (-7.2%)
|
109.66M
est: 109.57M (+0.1%)
|
118.16M
116.44M – 120.57M
+7.8% YoY
|
125.59M
122.07M – 128.62M
+6.3% YoY
|
138.54M
136.26M – 141.52M
+10.3% YoY
|
| EBIT |
18.79M
est: 18.50M (+1.6%)
|
47.38M
est: 40.80M (+16.1%)
|
49.63M
est: 44.07M (+12.6%)
|
54.82M
est: 50.62M (+8.3%)
|
62.25M
est: 56.05M (+11.1%)
|
72.99M
est: 66.99M (+8.9%)
|
67.15M
est: 76.97M (-12.8%)
|
74.14M
est: 56.60M (+31.0%)
|
61.35M
est: 66.27M (-7.4%)
|
58.68M
est: 70.95M (-17.3%)
|
68.22M
est: 76.03M (-10.3%)
|
87.27M
est: 88.93M (-1.9%)
|
95.91M
94.51M – 97.87M
+7.8% YoY
|
101.94M
99.08M – 104.40M
+6.3% YoY
|
112.45M
110.59M – 114.87M
+10.3% YoY
|
| Net Income |
8.49M
est: 8.32M (+2.0%)
|
22.28M
est: 26.86M (-17.0%)
|
20.55M
est: 28.95M (-29.0%)
|
22.26M
est: 31.20M (-28.7%)
|
10.10M
est: 38.51M (-73.8%)
|
28.15M
est: 39.77M (-29.2%)
|
30.56M
est: 60.96M (-49.9%)
|
27.82M
est: 32.97M (-15.6%)
|
28.27M
est: 25.51M (+10.8%)
|
14.67M
est: 15.88M (-7.6%)
|
26.46M
est: 40.27M (-34.3%)
|
15.06M
est: 39.70M (-62.1%)
|
42.04M
34.04M – 47.96M
+5.9% YoY
|
48.14M
41.13M – 55.15M
+14.5% YoY
|
59.07M
57.62M – 60.52M
+22.7% YoY
|
| SGA |
11.33M
est: 37.36M (-69.7%)
|
31.07M
est: 24.00M (+29.5%)
|
32.48M
est: 25.92M (+25.3%)
|
35.89M
est: 29.78M (+20.5%)
|
41.35M
est: 32.97M (+25.4%)
|
45.05M
est: 44.77M (+0.6%)
|
42.04M
est: 67.29M (-37.5%)
|
46.53M
est: 37.57M (+23.9%)
|
46.11M
est: 33.69M (+36.9%)
|
—
est: 32.82M (-100.0%)
|
58.29M
est: 35.17M (+65.7%)
|
—
est: 41.14M (-100.0%)
|
44.37M
43.72M – 45.27M
+7.8% YoY
|
47.16M
45.84M – 48.30M
+6.3% YoY
|
52.02M
51.16M – 53.14M
+10.3% YoY
|
| EPS |
0.77
est: 0.65 (+18.5%)
|
1.77
est: 1.78 (-0.7%)
|
1.64
est: 1.92 (-14.7%)
|
1.76
est: 2.07 (-15.0%)
|
0.80
est: 2.56 (-68.7%)
|
4.49
est: 2.86 (+56.9%)
|
4.09
est: 2.38 (+72.1%)
|
4.49
est: 3.14 (+43.0%)
|
3.34
est: 2.69 (+24.0%)
|
1.28
est: 1.06 (+21.1%)
|
1.84
est: 2.64 (-30.4%)
|
1.42
est: 2.62 (-45.8%)
|
2.82
2.24 – 3.16
+7.7% YoY
|
3.28
2.71 – 3.63
+16.4% YoY
|
3.88
3.80 – 3.99
+18.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-11 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B- | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 2.05M | 15.90% | 2.03M | — | — | 2.03M | HC | Delaware | 2022-01-27 | ↗ |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 1.55M | 12.00% | 301.5K | 1.21M | 341.4K | 1.21M | IA | — | 2022-02-14 | ↗ |
| 3 | 52-0556948 | 1.24M | 9.50% | 305.7K | — | — | — | IA | Maryland | 2022-02-14 | ↗ |
| 4 | Virtus Investment Advisers, Inc.04-2453743 | 1.21M | 9.36% | — | 1.21M | — | 1.21M | IA | — | 2022-02-14 | ↗ |
| 5 | Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund | 1.19M | 9.18% | — | 1.19M | — | 1.19M | IV | — | 2022-02-14 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 917.5K | 7.11% | — | 24.0K | — | — | IA | — | 2022-02-10 | ↗ |
| 7 | 85-4328500 | 761.3K | 5.10% | 294.0K | — | 761.3K | — | IA | Maryland | 2024-02-14 | ↗ |
| 8 | Morgan Stanley | 656.8K | 5.10% | — | 616.6K | — | 655.8K | HC, CO | — | 2023-02-10 | ↗ |
| 9 | Copeland Capital Management, LLC | 647.9K | 5.09% | 526.3K | 121.5K | — | 647.9K | IA | State of Delaware, United States | 2024-10-22 | ↗ |
| 10 | 13-3127734 | 591.7K | 4.73% | 591.7K | — | — | 90.3K | HC | Delaware | 2017-02-14 | ↗ |
| 11 | 26-0385758 | 591.7K | 4.73% | 591.7K | — | — | 90.3K | IA | Delaware | 2017-02-14 | ↗ |
| 12 | 2. | 426.9K | 3.40% | — | 367.9K | — | — | IA | Minnesota | 2017-02-10 | ↗ |
| 13 | Neuberger Berman Group LLC | 10.2K | 0.08% | — | 10.2K | — | 10.2K | HC | Delaware | 2020-07-07 | ↗ |
| 14 | Neuberger Berman Investment Advisers LLC | 10.2K | 0.08% | — | 10.2K | — | 10.2K | IA | Delaware | 2020-07-07 | ↗ |
| 15 | Neuberger Berman Equity Funds | — | 0.00% | — | — | — | — | IV | Delaware | 2020-07-07 | ↗ |
| 16 | Neuberger Berman Genesis Fund | — | 0.00% | — | — | — | — | IV | Delaware | 2020-07-07 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.20M +22.3K (+1.0%) | 171.79M -13.2M (-7.1%) | 14.47% +0.140 pp | 0.00% 0.000 pp | USD84.62 -7.7% | 6 qtrs — |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.21M -141.1K (-10.4%) | 94.67M -20.3M (-17.7%) | 7.97% -0.932 pp | 0.25% -0.026 pp | USD85.90 -9.1% | 33 qtrs — |
| 3 | VANGUARD GROUP INC | 1.09M +15.7K (+1.5%) | 84.75M -6.1M (-6.7%) | 7.14% +0.100 pp | 0.00% 0.000 pp | USD82.85 -5.7% | 84 qtrs — |
| 4 | MORGAN STANLEY | 1.00M -129.5K (-11.4%) | 78.35M -17.9M (-18.6%) | 6.60% -0.855 pp | 0.00% -0.001 pp | USD91.39 -14.6% | 51 qtrs — |
| 5 | COPELAND CAPITAL MANAGEMENT, LLC | 786.1K -57.9K (-6.9%) | 61.39M -10.3M (-14.4%) | 5.17% -0.383 pp | 1.37% -0.123 pp | USD97.89 -20.2% | 20 qtrs — |
| 6 | BAHL & GAYNOR INC | 660.9K +186.2K (+39.2%) | 51.61M +11.3M (+28.0%) | 4.35% +1.223 pp | 0.26% +0.061 pp | USD83.10 -6.0% | 37 qtrs — |
| 7 | STATE STREET CORP | 648.4K -6.1K (-0.9%) | 50.64M -5.0M (-8.9%) | 4.26% -0.042 pp | 0.00% 0.000 pp | USD72.85 +7.2% | 51 qtrs — |
| 8 | BANK OF AMERICA CORP /DE/ | 500.0K +182.8K (+57.6%) | 39.04M +12.1M (+44.9%) | 3.29% +1.201 pp | 0.00% +0.001 pp | USD87.62 -10.9% | 52 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 491.7K +17.5K (+3.7%) | 38.40M -1.9M (-4.7%) | 3.23% +0.114 pp | 0.01% -0.001 pp | USD52.35 +49.2% | 51 qtrs — |
| 10 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 479.5K -25.7K (-5.1%) | 37.45M -5.5M (-12.7%) | 3.15% -0.171 pp | 5.23% -0.334 pp | USD93.02 -16.1% | 14 qtrs — |
| 11 | BOSTON TRUST WALDEN CORP | 452.3K -37.8K (-7.7%) | 35.32M -6.3M (-15.2%) | 2.98% -0.250 pp | 0.27% -0.039 pp | USD83.91 -6.9% | 43 qtrs — |
| 12 | POINT72 ASSET MANAGEMENT, L.P. | 385.2K +262.2K (+213.1%) | 30.08M +19.6M (+187.8%) | 2.53% +1.724 pp | 0.03% +0.016 pp | USD80.33 -2.8% | 5 qtrs — |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | 364.3K +114.6K (+45.9%) | 29.60M +8.8M (+42.0%) | 2.40% +0.753 pp | 0.02% +0.006 pp | USD84.64 -7.7% | 14 qtrs — |
| 14 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 370.7K +24.8K (+7.2%) | 28.95M -432.2K (-1.5%) | 2.44% +0.162 pp | 0.08% +0.005 pp | USD84.49 -7.6% | 2 qtrs — |
| 15 | GW&K INVESTMENT MANAGEMENT, LLC | 362.0K +11.1K (+3.2%) | 28.27M -1.5M (-5.2%) | 2.38% +0.072 pp | 0.24% -0.019 pp | USD103.86 -24.8% | 21 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 355.2K +1.1K (+0.3%) | 27.75M -2.3M (-7.8%) | 2.34% +0.006 pp | 0.00% 0.000 pp | USD83.46 -6.4% | 78 qtrs — |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 270.5K -66.7K (-19.8%) | 21.13M -7.5M (-26.2%) | 1.78% -0.440 pp | 0.01% -0.002 pp | USD96.49 -19.1% | 42 qtrs — |
| 18 | AMERICAN CENTURY COMPANIES INC | 266.3K +8.1K (+3.1%) | 20.80M -1.1M (-5.2%) | 1.75% +0.052 pp | 0.01% -0.001 pp | USD84.74 -7.8% | 6 qtrs — |
| 19 | NORTHERN TRUST CORP | 214.5K -15.3K (-6.6%) | 16.75M -2.8M (-14.2%) | 1.41% -0.101 pp | 0.00% 0.000 pp | USD66.17 +18.0% | 51 qtrs — |
| 20 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 178.7K -162.1K (-47.6%) | 13.95M -15.0M (-51.8%) | 1.18% -1.067 pp | 0.03% -0.032 pp | USD84.75 -7.9% | 18 qtrs — |
| 21 | CRAWFORD INVESTMENT COUNSEL INC | 148.1K +1.4K (+0.9%) | 11.57M -899.9K (-7.2%) | 0.97% +0.009 pp | 0.19% -0.014 pp | USD86.28 -9.5% | 51 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 147.9K +5.2K (+3.6%) | 11.55M -572.2K (-4.7%) | 0.97% +0.034 pp | 0.00% 0.000 pp | USD79.05 -1.2% | 60 qtrs — |
| 23 | WELLS FARGO & COMPANY/MN | 147.7K -16.6K (-10.1%) | 11.54M -2.4M (-17.4%) | 0.97% -0.110 pp | 0.00% -0.001 pp | USD86.78 -10.0% | 57 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 134.7K +9.5K (+7.6%) | 10.52M -116.3K (-1.1%) | 0.89% +0.062 pp | 0.00% 0.000 pp | USD67.87 +15.1% | 66 qtrs — |
| 25 | FMR LLC | 129.8K -23.8K (-15.5%) | 10.14M -2.9M (-22.3%) | 0.85% -0.157 pp | 0.00% 0.000 pp | USD77.21 +1.1% | 70 qtrs — |
| 26 | ROYAL BANK OF CANADA | 109.7K +12.8K (+13.2%) | 8.57M +336.0K (+4.1%) | 0.72% +0.084 pp | 0.00% +0.000 pp | USD92.25 -15.3% | 51 qtrs — |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 108.5K +20.6K (+23.4%) | 8.47M +1.0M (+13.4%) | 0.71% +0.135 pp | 0.00% +0.000 pp | USD83.65 -6.6% | 2 qtrs — |
| 28 | SEI INVESTMENTS CO | 107.6K +3.2K (+3.0%) | 8.41M -466.1K (-5.3%) | 0.71% +0.021 pp | 0.01% -0.001 pp | USD85.05 -8.2% | 39 qtrs — |
| 29 | JPMORGAN CHASE & CO | 105.4K -4.4K (-4.0%) | 8.23M -1.1M (-11.8%) | 0.69% -0.029 pp | 0.00% +0.000 pp | USD92.26 -15.4% | 41 qtrs — |
| 30 | AMERIPRISE FINANCIAL INC | 102.6K -4.6K (-4.3%) | 8.02M -1.1M (-12.0%) | 0.67% -0.031 pp | 0.00% 0.000 pp | USD94.62 -17.5% | 55 qtrs — |
| 31 | WOODLINE PARTNERS LP | 93.8K +93.8K (+100.0%) | 7.33M +7.3M (+100.0%) | 0.62% +0.617 pp | 0.03% +0.028 pp | USD78.09 +0.0% | 1 qtrs NEW |
| 32 | GOLDMAN SACHS GROUP INC | 93.4K +5.2K (+5.9%) | 7.29M -199.0K (-2.7%) | 0.61% +0.034 pp | 0.00% +0.000 pp | USD89.45 -12.7% | 55 qtrs — |
| 33 | ALPINE PEAKS CAPITAL, LP | 91.2K -3.9K (-4.1%) | 7.12M -958.0K (-11.9%) | 0.60% -0.026 pp | 6.78% -0.236 pp | USD85.79 -9.0% | 17 qtrs — |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 88.6K +4.5K (+5.4%) | 6.92M -222.0K (-3.1%) | 0.58% +0.030 pp | 0.00% 0.000 pp | USD70.02 +11.5% | 41 qtrs — |
| 35 | KENNEDY CAPITAL MANAGEMENT LLC | 85.1K -107.0 (-0.1%) | 6.65M -593.2K (-8.2%) | 0.56% -0.001 pp | 0.14% -0.019 pp | USD84.64 -7.7% | 6 qtrs — |
| 36 | RBF CAPITAL, LLC | 70.0K +— (+0.0%) | 5.47M -480.2K (-8.1%) | 0.46% 0.000 pp | 0.24% -0.023 pp | USD28.00 +178.9% | 54 qtrs — |
| 37 | FIRST TRUST ADVISORS LP | 69.8K +60.0K (+607.2%) | 5.45M +4.6M (+550.1%) | 0.46% +0.394 pp | 0.00% +0.003 pp | USD78.66 -0.7% | 31 qtrs — |
| 38 | VICTORY CAPITAL MANAGEMENT INC | 66.9K +33.6K (+100.9%) | 5.22M +2.4M (+84.7%) | 0.44% +0.221 pp | 0.00% +0.001 pp | USD81.28 -3.9% | 45 qtrs — |
| 39 | RENAISSANCE TECHNOLOGIES LLC | 62.4K -42.5K (-40.5%) | 4.87M -4.0M (-45.3%) | 0.41% -0.280 pp | 0.01% -0.004 pp | USD88.30 -11.6% | 76 qtrs — |
| 40 | INVESCO LTD. | 58.5K +4.9K (+9.2%) | 4.57M +17.6K (+0.4%) | 0.38% +0.032 pp | 0.00% +0.000 pp | USD98.95 -21.1% | 57 qtrs — |
| 41 | STIFEL FINANCIAL CORP | 54.2K -11.5K (-17.6%) | 4.23M -1.4M (-24.2%) | 0.36% -0.076 pp | 0.00% -0.001 pp | USD92.07 -15.2% | 31 qtrs — |
| 42 | BRIDGE CITY CAPITAL, LLC | 52.9K +3.7K (+7.4%) | 4.13M -52.5K (-1.3%) | 0.35% +0.024 pp | 1.21% +0.097 pp | USD83.75 -6.8% | 35 qtrs — |
| 43 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 52.6K -6.8K (-11.4%) | 4.11M -936.8K (-18.6%) | 0.35% -0.045 pp | 0.01% -0.005 pp | USD90.47 -13.7% | 41 qtrs — |
| 44 | RUSSELL INVESTMENTS GROUP, LTD. | 48.7K -1.7K (-3.4%) | 3.81M -478.7K (-11.2%) | 0.32% -0.011 pp | 0.00% -0.001 pp | USD91.33 -14.5% | 37 qtrs — |
| 45 | RHUMBLINE ADVISERS | 48.7K -2.5K (-4.8%) | 3.80M -542.8K (-12.5%) | 0.32% -0.016 pp | 0.00% 0.000 pp | USD87.58 -10.8% | 51 qtrs — |
| 46 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 46.9K -3.3K (-6.5%) | 3.66M -600.4K (-14.1%) | 0.31% -0.022 pp | 2.22% -0.092 pp | USD79.07 -1.2% | 3 qtrs — |
| 47 | BARD ASSOCIATES INC | 43.3K -2.8K (-6.1%) | 3.38M -534.8K (-13.7%) | 0.28% -0.019 pp | 0.87% -0.171 pp | USD27.99 +179.0% | 51 qtrs — |
| 48 | JANE STREET GROUP, LLC | 41.7K +6.6K (+18.7%) | 3.26M +273.2K (+9.2%) | 0.27% +0.043 pp | 0.00% +0.000 pp | USD83.87 -6.9% | 15 qtrs — |
| 49 | CENTERBOOK PARTNERS LP | 41.3K +35.2K (+582.7%) | 3.22M +2.7M (+527.6%) | 0.27% +0.232 pp | 0.16% +0.132 pp | USD77.81 +0.4% | 14 qtrs — |
| 50 | LEGAL & GENERAL GROUP PLC | 38.7K -1.8K (-4.4%) | 3.02M -417.4K (-12.1%) | 0.25% -0.012 pp | 0.00% 0.000 pp | USD90.95 -14.1% | 46 qtrs — |
| 51 | RAYMOND JAMES FINANCIAL INC | 36.4K +4.4K (+13.8%) | 2.84M +125.9K (+4.6%) | 0.24% +0.029 pp | 0.00% +0.000 pp | USD86.06 -9.3% | 5 qtrs — |
| 52 | HODGES CAPITAL MANAGEMENT INC. | 35.1K +35.1K (+100.0%) | 2.74M +2.7M (+100.0%) | 0.23% +0.231 pp | 0.24% +0.236 pp | USD78.09 +0.0% | 1 qtrs NEW |
| 53 | JOHNSON INVESTMENT COUNSEL INC | 34.4K +5.6K (+19.5%) | 2.69M +240.6K (+9.8%) | 0.23% +0.037 pp | 0.02% +0.002 pp | USD92.44 -15.5% | 18 qtrs — |
| 54 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 31.1K -2.6K (-7.8%) | 2.43M -437.4K (-15.3%) | 0.20% -0.017 pp | 0.04% -0.008 pp | USD80.70 -3.2% | 3 qtrs — |
| 55 | NUVEEN, LLC | 30.1K -1.2K (-3.8%) | 2.35M -307.3K (-11.6%) | 0.20% -0.008 pp | 0.00% 0.000 pp | USD72.36 +7.9% | 4 qtrs — |
| 56 | SWISS NATIONAL BANK | 30.0K +600.0 (+2.0%) | 2.34M -154.8K (-6.2%) | 0.20% +0.004 pp | 0.00% 0.000 pp | USD65.21 +19.8% | 51 qtrs — |
| 57 | PENN DAVIS MCFARLAND INC | 29.8K +4.0 (+0.0%) | 2.33M -204.0K (-8.1%) | 0.20% 0.000 pp | 0.22% -0.039 pp | USD84.63 -7.7% | 6 qtrs — |
| 58 | BROWN BROTHERS HARRIMAN & CO | 28.2K +18.3K (+183.9%) | 2.21M +1.4M (+160.9%) | 0.19% +0.120 pp | 0.01% +0.007 pp | USD86.53 -9.8% | 29 qtrs — |
| 59 | UBS ASSET MANAGEMENT AMERICAS INC | 27.6K -133.0 (-0.5%) | 2.16M -201.0K (-8.5%) | 0.18% -0.001 pp | 0.00% 0.000 pp | USD89.07 -12.3% | 33 qtrs — |
| 60 | CALLAN FAMILY OFFICE, LLC | 25.2K +25.2K (+100.0%) | 1.97M +2.0M (+100.0%) | 0.17% +0.166 pp | 0.04% +0.042 pp | USD78.09 +0.0% | 3 qtrs — |
| 61 | TWO SIGMA INVESTMENTS, LP | 25.0K -35.2K (-58.5%) | 1.95M -3.2M (-61.8%) | 0.16% -0.232 pp | 0.00% -0.005 pp | USD85.68 -8.9% | 11 qtrs — |
| 62 | CAPTRUST FINANCIAL ADVISORS | 24.3K +4.8K (+24.7%) | 1.90M +241.8K (+14.6%) | 0.16% +0.032 pp | 0.00% +0.000 pp | USD93.61 -16.6% | 12 qtrs — |
| 63 | BARCLAYS PLC | 24.2K -2.5K (-9.5%) | 1.89M -373.7K (-16.5%) | 0.16% -0.017 pp | 0.00% 0.000 pp | USD86.88 -10.1% | 51 qtrs — |
| 64 | UBS GROUP AG | 23.7K +2.4K (+11.5%) | 1.85M +44.9K (+2.5%) | 0.16% +0.016 pp | 0.00% +0.000 pp | USD83.54 -6.5% | 45 qtrs — |
| 65 | LEGATO CAPITAL MANAGEMENT LLC | 22.1K +10.3K (+87.3%) | 1.73M +723.8K (+72.1%) | 0.15% +0.068 pp | 0.15% +0.039 pp | USD79.88 -2.2% | 13 qtrs — |
| 66 | CAMBIAR INVESTORS LLC | 21.6K +— (+0.0%) | 1.69M -148.3K (-8.1%) | 0.14% 0.000 pp | 0.08% -0.008 pp | USD88.56 -11.8% | 17 qtrs — |
| 67 | DAIWA SECURITIES GROUP INC. | 21.6K -797.0 (-3.6%) | 1.68M -216.0K (-11.4%) | 0.14% -0.005 pp | 0.01% -0.001 pp | USD88.94 -12.2% | 25 qtrs — |
| 68 | CITADEL ADVISORS LLC | 21.5K +21.5K (+100.0%) | 1.68M +1.7M (+100.0%) | 0.14% +0.141 pp | 0.00% +0.000 pp | USD78.09 +0.0% | 1 qtrs NEW |
| 69 | CHATHAM CAPITAL GROUP, INC. | 19.7K +265.0 (+1.4%) | 1.54M -112.8K (-6.8%) | 0.13% +0.002 pp | 0.22% -0.019 pp | USD92.52 -15.6% | 23 qtrs — |
| 70 | MILLENNIUM MANAGEMENT LLC | 19.5K +16.6K (+579.5%) | 1.52M +1.3M (+524.6%) | 0.13% +0.109 pp | 0.00% +0.001 pp | USD79.10 -1.3% | 2 qtrs — |
| 71 | NEW YORK STATE COMMON RETIREMENT FUND | 19.4K +2.6K (+15.4%) | 1.52M +86.9K (+6.1%) | 0.13% +0.017 pp | 0.00% +0.000 pp | USD74.55 +4.7% | 43 qtrs — |
| 72 | RICE HALL JAMES & ASSOCIATES, LLC | 18.0K -3.9K (-17.9%) | 1.40M -455.9K (-24.5%) | 0.12% -0.026 pp | 0.08% -0.024 pp | USD85.81 -9.0% | 23 qtrs — |
| 73 | ALLIANCEBERNSTEIN L.P. | 17.8K +— (+0.0%) | 1.39M -122.0K (-8.1%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD78.97 -1.1% | 61 qtrs — |
| 74 | TRUIST FINANCIAL CORP | 17.7K -1.2K (-6.4%) | 1.38M -224.3K (-14.0%) | 0.12% -0.008 pp | 0.00% 0.000 pp | USD97.93 -20.3% | 15 qtrs — |
| 75 | MML INVESTORS SERVICES, LLC | 17.6K -4.9K (-21.7%) | 1.38M -535.1K (-28.0%) | 0.12% -0.032 pp | 0.00% -0.002 pp | USD92.05 -15.2% | 17 qtrs — |
| 76 | OPPENHEIMER ASSET MANAGEMENT INC. | 17.6K -3.5K (-16.7%) | 1.37M -419.2K (-23.4%) | 0.12% -0.023 pp | 0.02% -0.003 pp | USD102.15 -23.6% | 36 qtrs — |
| 77 | CONESTOGA CAPITAL ADVISORS, LLC | 15.3K +365.0 (+2.4%) | 1.19M -73.8K (-5.8%) | 0.10% +0.002 pp | 0.02% 0.000 pp | USD100.32 -22.2% | 28 qtrs — |
| 78 | LPL FINANCIAL LLC | 14.8K -1.3K (-8.2%) | 1.16M -214.4K (-15.6%) | 0.10% -0.009 pp | 0.00% 0.000 pp | USD86.55 -9.8% | 15 qtrs — |
| 79 | SOUTH DAKOTA INVESTMENT COUNCIL | 14.7K -1.2K (-7.5%) | 1.15M -203.0K (-15.0%) | 0.10% -0.008 pp | 0.02% -0.004 pp | USD104.28 -25.1% | 16 qtrs — |
| 80 | XTX TOPCO LTD | 14.7K +7.3K (+97.5%) | 1.15M +515.3K (+81.6%) | 0.10% +0.048 pp | 0.03% -0.003 pp | USD81.56 -4.3% | 2 qtrs — |
| 81 | PRUDENTIAL FINANCIAL INC | 14.1K -860.0 (-5.8%) | 1.10M -169.6K (-13.4%) | 0.09% -0.006 pp | 0.00% 0.000 pp | USD117.16 -33.3% | 41 qtrs — |
| 82 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13.9K -13.0 (-0.1%) | 1.09M -96.6K (-8.2%) | 0.09% 0.000 pp | 0.00% 0.000 pp | USD45.95 +69.9% | 52 qtrs — |
| 83 | PRICE T ROWE ASSOCIATES INC /MD/ | 13.1K +1.2K (+10.0%) | 1.03M +11.0K (+1.1%) | 0.09% +0.008 pp | 0.00% +0.000 pp | USD72.15 +8.2% | 45 qtrs — |
| 84 | MARTIN CAPITAL ADVISORS, LLP | 12.9K +— (+0.0%) | 1.01M -88.6K (-8.1%) | 0.08% +0.000 pp | 0.59% -0.071 pp | USD95.74 -18.4% | 17 qtrs — |
| 85 | BRYN MAWR TRUST CO | 12.9K -3.8K (-22.9%) | 1.01M -413.2K (-29.1%) | 0.08% -0.025 pp | 0.02% -0.009 pp | USD112.01 -30.3% | 8 qtrs — |
| 86 | TRUE NORTH ADVISORS, LLC | 12.7K +1.7K (+15.8%) | 989.7K +60.1K (+6.5%) | 0.08% +0.011 pp | 0.13% -0.020 pp | USD87.80 -11.1% | 15 qtrs — |
| 87 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 12.6K +— (+0.0%) | 982.0K -67.0K (-6.4%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD105.00 -25.6% | 45 qtrs — |
| 88 | DEUTSCHE BANK AG\ | 11.9K +683.0 (+6.1%) | 925.4K -23.3K (-2.5%) | 0.08% +0.005 pp | 0.00% +0.000 pp | USD87.08 -10.3% | 50 qtrs — |
| 89 | SG AMERICAS SECURITIES, LLC | 11.8K -1.8K (-13.0%) | 924.0K -231.0K (-20.0%) | 0.08% -0.012 pp | 0.00% -0.003 pp | USD87.52 -10.8% | 31 qtrs — |
| 90 | CETERA INVESTMENT ADVISERS | 11.2K -2.8K (-20.1%) | 873.6K -316.1K (-26.6%) | 0.07% -0.019 pp | 0.00% 0.000 pp | USD92.78 -15.8% | 8 qtrs — |
| 91 | AQR CAPITAL MANAGEMENT LLC | 10.7K -2.5K (-19.0%) | 837.4K -286.8K (-25.5%) | 0.07% -0.017 pp | 0.00% 0.000 pp | USD80.20 -2.6% | 3 qtrs — |
| 92 | NBC SECURITIES, INC. | 10.6K +230.0 (+2.2%) | 824.5K -52.9K (-6.0%) | 0.07% +0.002 pp | 0.06% -0.005 pp | USD74.60 +4.7% | 10 qtrs — |
| 93 | THRIVENT FINANCIAL FOR LUTHERANS | 10.4K -521.0 (-4.7%) | 816.0K -116.0K (-12.4%) | 0.07% -0.004 pp | 0.00% 0.000 pp | USD103.04 -24.2% | 41 qtrs — |
| 94 | US BANCORP \DE\ | 10.3K +2.0K (+23.8%) | 801.8K +97.3K (+13.8%) | 0.07% +0.013 pp | 0.00% +0.000 pp | USD77.64 +0.6% | 51 qtrs — |
| 95 | BALYASNY ASSET MANAGEMENT L.P. | 10.0K -39.0 (-0.4%) | 783.8K -72.2K (-8.4%) | 0.07% 0.000 pp | 0.00% 0.000 pp | USD84.95 -8.1% | 13 qtrs — |
| 96 | NEUBERGER BERMAN GROUP LLC | 9.9K -9.4K (-48.8%) | 770.6K -865.5K (-52.9%) | 0.06% -0.062 pp | 0.00% -0.001 pp | USD87.64 -10.9% | 44 qtrs — |
| 97 | QSV EQUITY INVESTORS LLC | 9.8K -5.0K (-33.7%) | 765.9K -490.1K (-39.0%) | 0.06% -0.033 pp | 1.13% -0.151 pp | USD93.25 -16.3% | 9 qtrs — |
| 98 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.8K +9.8K (+100.0%) | 765.3K +765.3K (+100.0%) | 0.06% +0.065 pp | 0.00% +0.000 pp | USD78.09 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG | 2.86% | 32.35M | 0.60% |
| 2 | Sovereign's Capital Flourish Fund SOVF | 1.90% | 2.14M | 0.75% |
| 3 | State Street SPDR S&P Health Care Services ETF XHS | 1.86% | 3.78M | 0.35% |
| 4 | Harbor Active Small Cap ETF (SMLL) SMLL | 1.86% | 255.7K | 0.80% |
| 5 | Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD | 0.64% | 467.7K | 0.30% |
| 6 | Invesco S&P SmallCap Health Care ETF PSCH | 0.48% | 788.9K | 0.29% |
| 7 | American Century Small Cap Growth Insights ETF ACSG | 0.37% | 92.6K | 0.49% |
| 8 | Texas Capital Texas Equity Index ETF TXS | 0.28% | 92.8K | 0.49% |
| 9 | iShares US Small Cap Value Factor ETF SVAL | 0.26% | 526.2K | 0.20% |
| 10 | iShares U.S. Healthcare Providers ETF IHF | 0.17% | 1.98M | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | CURTIS JASON TRAVIS | Officer | — | — | Common Stock | 0 | 0.00 | — | 3,933 | D | ↗ |
| 2026-03-11 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 662 | 78.86 | 52.2K | 30,078 | D | ↗ |
| 2026-03-09 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1 | 78.52 | 78.52 | 0 | I | ↗ |
| 2026-03-09 | HENDRICKSON CAREY P | Officer | D-Return | D | Common Stock | 10,000 | 0.00 | — | 27,808 | D | ↗ |
| 2026-03-06 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,807 | 82.25 | 148.6K | 1 | I | ↗ |
| 2026-03-06 | Binstein Richard | Officer | S-Sale | D | Common Stock | 3,000 | 81.64 | 244.9K | 24,867 | D | ↗ |
| 2026-02-23 | Williams Eric Joseph | Officer | A-Award | A | Common Stock | 15,000 | 0.00 | — | 40,331 | D | ↗ |
| 2026-02-23 | REEVE GRAHAM D. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 30,740 | D | ↗ |
| 2026-02-23 | READING CHRISTOPHER J | Director / Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 139,088 | D | ↗ |
| 2026-02-23 | HENDRICKSON CAREY P | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 37,808 | D | ↗ |
| 2026-02-23 | Binstein Richard | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 27,867 | D | ↗ |
| 2025-11-24 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 743 | 71.01 | 52.8K | 20,740 | D | ↗ |
| 2025-11-20 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 4,000 | 69.00 | 276.0K | 24,786 | D | ↗ |
| 2025-09-11 | HAM NANCY | Director | S-Sale | D | Common Stock | 600 | 81.71 | 49.0K | 1,994 | D | ↗ |
| 2025-09-05 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 1,000 | 85.25 | 85.3K | 25,331 | D | ↗ |
| 2025-09-04 | READING CHRISTOPHER J | Director / Officer | S-Sale | D | Common Stock | 2,000 | 83.53 | 167.1K | 114,088 | D | ↗ |
| 2025-08-25 | HENDRICKSON CAREY P | Officer | S-Sale | D | Common Stock | 698 | 86.11 | 60.1K | 27,808 | D | ↗ |
| 2025-08-21 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 763 | 84.97 | 64.8K | 21,483 | D | ↗ |
| 2025-08-19 | Binstein Richard | Officer | D-Return | D | Common Stock | 2,000 | 84.79 | 169.6K | 17,867 | D | ↗ |
| 2025-08-11 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,792 | 86.57 | 155.1K | 22,246 | D | ↗ |
| 2025-06-12 | HAM NANCY | Director | S-Sale | D | Common Stock | 400 | 78.01 | 31.2K | 2,594 | D | ↗ |
| 2025-05-21 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 633 | 78.09 | 49.4K | 26,331 | D | ↗ |
| 2025-05-21 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 530 | 78.08 | 41.4K | 17,244 | D | ↗ |
| 2025-05-20 | Trier Clayton | Director | A-Award | A | Common Stock | 1,882 | 0.00 | — | 8,306 | D | ↗ |
| 2025-05-20 | Swanson Regg E. | Director | A-Award | A | Common Stock | 1,882 | 0.00 | — | 13,186 | D | ↗ |
| 2025-05-20 | Motsenbocker Anne | Director | A-Award | A | Common Stock | 1,882 | 0.00 | — | 7,506 | D | ↗ |
| 2025-05-20 | Mayrsohn Michael Glasser | Director | — | — | Common Stock | 0 | 0.00 | — | 18,358 | D | ↗ |
| 2025-05-20 | Harris Bernard A Jr | Director | A-Award | A | Common Stock | 1,882 | 0.00 | — | 18,608 | D | ↗ |
| 2025-05-20 | HAM NANCY | Director | A-Award | A | Common Stock | 1,882 | 0.00 | — | 2,994 | D | ↗ |
| 2025-05-20 | Gilmartin Kathleen A | Director | A-Award | A | Common Stock | 1,882 | 0.00 | — | 20,786 | D | ↗ |
| 2025-03-11 | HENDRICKSON CAREY P | Officer | G-Gift | D | Common Stock | 63 | 0.00 | — | 28,506 | D | ↗ |
| 2025-03-07 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,730 | 82.11 | 142.1K | 7,168 | I | ↗ |
| 2025-02-24 | Williams Eric Joseph | Officer | A-Award | A | Common Stock | 12,150 | 0.00 | — | 26,964 | D | ↗ |
| 2025-02-24 | REEVE GRAHAM D. | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 19,192 | D | ↗ |
| 2025-02-24 | READING CHRISTOPHER J | Director / Officer | A-Award | A | Common Stock | 20,250 | 0.00 | — | 116,088 | D | ↗ |
| 2025-02-24 | HENDRICKSON CAREY P | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 28,569 | D | ↗ |
| 2025-02-24 | Binstein Richard | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 19,867 | D | ↗ |
| 2024-12-09 | HENDRICKSON CAREY P | Officer | S-Sale | D | Common Stock | 516 | 96.25 | 49.7K | 20,469 | D | ↗ |
| 2024-11-25 | Binstein Richard | Officer | D-Return | D | Common Stock | 1,128 | 98.52 | 111.1K | 11,767 | D | ↗ |
| 2024-11-12 | Harris Bernard A Jr | Director | S-Sale | D | Common Stock | 2,000 | 92.95 | 185.9K | 16,726 | D | ↗ |
| 2024-11-08 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 2,000 | 95.84 | 191.7K | 14,814 | D | ↗ |
| 2024-11-08 | Trier Clayton | Director | S-Sale | D | Common Stock | 2,000 | 95.78 | 191.6K | 6,424 | D | ↗ |
| 2024-11-08 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,724 | 96.29 | 166.0K | 7,106 | I | ↗ |
| 2024-11-08 | HAM NANCY | Director | S-Sale | D | Common Stock | 1,172 | 96.72 | 113.4K | 1,112 | D | ↗ |
| 2024-09-03 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 2,000 | 86.09 | 172.2K | 18,904 | — | ↗ |
| 2024-08-21 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,724 | 82.50 | 142.2K | 7,038 | — | ↗ |
| 2024-05-30 | READING CHRISTOPHER J | Director / Officer | S-Sale | D | Common Stock | 2,900 | 100.26 | 290.8K | 95,838 | — | ↗ |
| 2024-05-29 | READING CHRISTOPHER J | Director / Officer | S-Sale | D | Common Stock | 1,000 | 100.13 | 100.1K | 98,738 | — | ↗ |
| 2024-05-28 | READING CHRISTOPHER J | Director / Officer | S-Sale | D | Common Stock | 1,100 | 102.13 | 112.3K | 99,738 | — | ↗ |
| 2024-05-20 | Trier Clayton | Director | A-Award | A | Common Stock | 1,424 | 0.00 | — | 8,424 | — | ↗ |
| 2024-05-20 | Swanson Regg E. | Director | A-Award | A | Common Stock | 1,424 | 0.00 | — | 11,304 | — | ↗ |
| 2024-05-20 | Motsenbocker Anne | Director | A-Award | A | Common Stock | 1,424 | 0.00 | — | 5,624 | — | ↗ |
| 2024-05-20 | Harris Bernard A Jr | Director | A-Award | A | Common Stock | 1,424 | 0.00 | — | 18,726 | — | ↗ |
| 2024-05-20 | HENDRICKSON CAREY P | Officer | G-Gift | D | Common Stock | 143 | 0.00 | — | 21,043 | — | ↗ |
| 2024-05-20 | HAM NANCY | Director | A-Award | A | Common Stock | 1,424 | 0.00 | — | 2,284 | — | ↗ |
| 2024-05-20 | Gilmartin Kathleen A | Director | A-Award | A | Common Stock | 1,424 | 0.00 | — | 16,904 | — | ↗ |
| 2024-05-16 | Binstein Richard | Officer | D-Return | D | Common Stock | 2,111 | 106.34 | 224.5K | 12,895 | — | ↗ |
| 2024-05-15 | KUNTZ EDWARD L | Director | S-Sale | D | Common Stock | 2,500 | 107.57 | 268.9K | 3,280 | — | ↗ |
| 2024-05-10 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 2,500 | 104.22 | 260.6K | 16,814 | — | ↗ |
| 2024-05-10 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,724 | 105.46 | 181.8K | 6,970 | — | ↗ |
| 2024-03-13 | Trier Clayton | Director | S-Sale | D | Common Stock | 400 | 107.00 | 42.8K | 7,000 | — | ↗ |
| 2024-03-13 | HENDRICKSON CAREY P | Officer | S-Sale | D | Common Stock | 12 | 107.23 | 1.3K | 22,974 | — | ↗ |
| 2024-03-13 | HAM NANCY | Director | S-Sale | D | Common Stock | 500 | 107.89 | 53.9K | 860 | — | ↗ |
| 2024-03-13 | Binstein Richard | Officer | S-Sale | D | Common Stock | 2,000 | 106.55 | 213.1K | 15,006 | — | ↗ |
| 2024-03-04 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 1,000 | 105.14 | 105.1K | 19,314 | — | ↗ |
| 2024-03-04 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 2,629 | 104.39 | 274.4K | 6,902 | — | ↗ |
| 2024-03-04 | KUNTZ EDWARD L | Director | S-Sale | D | Common Stock | 2,500 | 104.26 | 260.7K | 5,780 | — | ↗ |
| 2024-02-26 | Williams Eric Joseph | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 20,814 | — | ↗ |
| 2024-02-26 | REEVE GRAHAM D. | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 18,260 | — | ↗ |
| 2024-02-26 | READING CHRISTOPHER J | Director / Officer | A-Award | A | Common Stock | 16,200 | 0.00 | — | 100,838 | — | ↗ |
| 2024-02-26 | HENDRICKSON CAREY P | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 22,986 | — | ↗ |
| 2024-02-26 | Binstein Richard | Officer | A-Award | A | Common Stock | 8,100 | 0.00 | — | 17,006 | — | ↗ |
| 2023-12-13 | Trier Clayton | Director | S-Sale | D | Common Stock | 1,170 | 92.26 | 107.9K | 7,400 | — | ↗ |
| 2023-12-07 | Trier Clayton | Director | G-Gift | D | Common Stock | 500 | 0.00 | — | 8,570 | — | ↗ |
| 2023-11-15 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,500 | 87.39 | 131.1K | 7,801 | — | ↗ |
| 2023-11-10 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 1,000 | 82.34 | 82.3K | 15,480 | — | ↗ |
| 2023-08-15 | HAM NANCY | Director | S-Sale | D | Common Stock | 240 | 105.81 | 25.4K | 1,360 | — | ↗ |
| 2023-08-15 | Binstein Richard | Officer | S-Sale | D | Common Stock | 1,000 | 106.60 | 106.6K | 8,906 | — | ↗ |
| 2023-08-14 | KUNTZ EDWARD L | Director | S-Sale | D | Common Stock | 1,000 | 107.60 | 107.6K | 8,280 | — | ↗ |
| 2023-08-11 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 4,114 | 109.99 | 452.5K | 7,577 | — | ↗ |
| 2023-08-11 | KUNTZ EDWARD L | Director | S-Sale | D | Common Stock | 1,000 | 109.95 | 110.0K | 9,280 | — | ↗ |
| 2023-05-16 | Trier Clayton | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 9,070 | — | ↗ |
| 2023-05-16 | Swanson Regg E. | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 9,880 | — | ↗ |
| 2023-05-16 | Motsenbocker Anne | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 4,200 | — | ↗ |
| 2023-05-16 | KUNTZ EDWARD L | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 10,280 | — | ↗ |
| 2023-05-16 | Harris Bernard A Jr | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 17,302 | — | ↗ |
| 2023-05-16 | HAM NANCY | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 1,600 | — | ↗ |
| 2023-05-16 | Gilmartin Kathleen A | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 14,480 | — | ↗ |
| 2023-03-15 | Harris Bernard A Jr | Director | S-Sale | D | Common Stock | 5,000 | 92.50 | 462.5K | 15,702 | — | ↗ |
| 2023-03-13 | HENDRICKSON CAREY P | Officer | S-Sale | D | Common Stock | 471 | 95.80 | 45.1K | 14,886 | — | ↗ |
| 2023-03-03 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 500 | 101.60 | 50.8K | 13,364 | — | ↗ |
| 2023-03-03 | Trier Clayton | Director | S-Sale | D | Common Stock | 370 | 102.69 | 38.0K | 7,470 | — | ↗ |
| 2023-03-02 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,912 | 100.95 | 193.0K | 8,243 | — | ↗ |
| 2023-03-02 | Binstein Richard | Officer | S-Sale | D | Common Stock | 911 | 100.78 | 91.8K | 9,906 | — | ↗ |
| 2023-02-20 | Williams Eric Joseph | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 13,864 | — | ↗ |
| 2023-02-20 | REEVE GRAHAM D. | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 17,062 | — | ↗ |
| 2023-02-20 | READING CHRISTOPHER J | Director / Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 84,638 | — | ↗ |
| 2023-02-20 | HENDRICKSON CAREY P | Officer | A-Award | A | COMMON STOCK | 3,750 | 0.00 | — | 15,357 | — | ↗ |
| 2023-02-20 | Binstein Richard | Officer | A-Award | A | Common Stock | 3,750 | 0.00 | — | 10,817 | — | ↗ |
| 2022-12-16 | Chapman Harry S | Director | S-Sale | D | Common Stock | 4,160 | 84.09 | 349.8K | 6,740 | — | ↗ |
| 2022-12-15 | Chapman Harry S | Director | S-Sale | D | Common Stock | 2,957 | 86.00 | 254.3K | 10,943 | — | ↗ |
| 2022-12-12 | HENDRICKSON CAREY P | Officer | S-Sale | D | Common Stock | 550 | 87.85 | 48.3K | 11,607 | — | ↗ |
| 2022-12-05 | READING CHRISTOPHER J | Officer | S-Sale | D | Common Stock | 5,000 | 90.00 | 450.0K | 74,638 | — | ↗ |
| 2022-12-02 | Trier Clayton | Director | S-Sale | D | Common Stock | 400 | 89.57 | 35.8K | 7,840 | — | ↗ |
| 2022-12-02 | READING CHRISTOPHER J | Officer | S-Sale | D | Common stock | 10,000 | 90.01 | 900.1K | 79,638 | — | ↗ |
| 2022-12-02 | Chapman Harry S | Director | S-Sale | D | Common Stock | 8,600 | 90.82 | 781.1K | 13,900 | — | ↗ |
| 2022-12-01 | Trier Clayton | Director | S-Sale | D | Common Stock | 800 | 88.68 | 70.9K | 9,780 | — | ↗ |
| 2022-11-15 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 1,600 | 84.00 | 134.4K | 13,830 | — | ↗ |
| 2022-11-07 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 590 | 86.04 | 50.8K | 8,864 | — | ↗ |
| 2022-11-07 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,909 | 84.79 | 161.9K | 8,083 | — | ↗ |
| 2022-11-07 | Binstein Richard | Officer | S-Sale | D | Common Stock | 904 | 85.86 | 77.6K | 7,067 | — | ↗ |
| 2022-09-12 | HENDRICKSON CAREY P | Officer | G-Gift | D | Common Stock | 31 | 0.00 | — | 12,157 | — | ↗ |
| 2022-09-12 | Chapman Harry S | Director | S-Sale | D | Common Stock | 2,000 | 80.50 | 161.0K | 25,500 | — | ↗ |
| 2022-09-06 | Swanson Regg E. | Director | P-Purchase | A | Common Stock | 1,000 | 77.65 | 77.7K | 7,596 | — | ↗ |
| 2022-09-06 | Chapman Harry S | Director | S-Sale | D | Common Stock | 3,000 | 76.73 | 230.2K | 27,500 | — | ↗ |
| 2022-08-24 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 1,000 | 81.71 | 81.7K | 12,880 | — | ↗ |
| 2022-08-11 | Binstein Richard | Officer | S-Sale | D | Common Stock | 1,808 | 90.43 | 163.5K | 7,971 | — | ↗ |
| 2022-08-09 | Motsenbocker Anne | Director | P-Purchase | A | Common Stock | 500 | 92.29 | 46.1K | 2,600 | — | ↗ |
| 2022-08-08 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 3,818 | 92.24 | 352.2K | 16,191 | — | ↗ |
| 2022-08-08 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 600 | 92.26 | 55.4K | 11,880 | — | ↗ |
| 2022-05-16 | Trier Clayton | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 10,580 | — | ↗ |
| 2022-05-16 | Swanson Regg E. | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 8,280 | — | ↗ |
| 2022-05-16 | Motsenbocker Anne | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 2,100 | — | ↗ |
| 2022-05-16 | KUNTZ EDWARD L | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 8,680 | — | ↗ |
| 2022-05-16 | Harris Bernard A Jr | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 20,702 | — | ↗ |
| 2022-05-16 | Gilmartin Kathleen A | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 11,280 | — | ↗ |
| 2022-05-16 | Chapman Harry S | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 32,500 | — | ↗ |
| 2022-05-16 | BROOKNER MARK J | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 15,430 | — | ↗ |
| 2022-03-17 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,280 | 96.02 | 122.9K | 30,900 | — | ↗ |
| 2022-03-17 | Binstein Richard | Officer | — | D | Common Stock | 0 | 0.00 | — | 9,779 | — | ↗ |
| 2022-03-15 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,220 | 94.75 | 115.6K | 34,280 | — | ↗ |
| 2022-03-14 | Williams Eric Joseph | Officer | S-Sale | D | Common Stock | 500 | 93.15 | 46.6K | 9,454 | — | ↗ |
| 2022-03-11 | Williams Eric Joseph | Officer | A-Award | A | Common Stock | 5,000 | 0.00 | — | 9,954 | — | ↗ |
| 2022-03-11 | REEVE GRAHAM D. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 20,305 | — | ↗ |
| 2022-03-11 | READING CHRISTOPHER J | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 89,638 | — | ↗ |
| 2022-03-11 | HENDRICKSON CAREY P | Officer | A-Award | A | Common Stock | 7,500 | 0.00 | — | 12,188 | — | ↗ |
| 2022-02-28 | REEVE GRAHAM D. | Officer | S-Sale | D | Common StockCommon Stock | 2,118 | 90.75 | 192.2K | 7,639 | — | ↗ |
| 2022-01-17 | Motsenbocker Anne | Director | A-Award | A | Common Stock | 500 | 0.00 | — | 500 | — | ↗ |
| 2022-01-01 | Motsenbocker Anne | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-17 | READING CHRISTOPHER J | Director / Officer | S-Sale | D | Common Stock | 12,000 | 93.89 | 1.13M | 69,638 | — | ↗ |
| 2021-12-06 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,000 | 94.19 | 94.2K | 7,845 | — | ↗ |
| 2021-12-06 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 1,000 | 94.21 | 94.2K | 9,680 | — | ↗ |
| 2021-08-31 | McDowell Glenn | Officer | S-Sale | D | Common Stock | 6,202 | 117.30 | 727.5K | 13,867 | — | ↗ |
| 2021-08-27 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,000 | 116.16 | 116.2K | 36,500 | — | ↗ |
| 2021-08-16 | Williams Eric Joseph | Officer | A-Award | A | Common Stock | 4,454 | 0.00 | — | 4,954 | — | ↗ |
| 2021-08-10 | HENDRICKSON CAREY P | Officer | P-Purchase | A | Common Stock | 1,000 | 112.85 | 112.9K | 4,688 | — | ↗ |
| 2021-08-09 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,559 | 114.15 | 178.0K | 6,936 | — | ↗ |
| 2021-08-06 | Chapman Harry S | Director | P-Purchase | A | Common Stock | 520 | 118.64 | 61.7K | 37,500 | — | ↗ |
| 2021-07-01 | Williams Eric Joseph | Officer | — | D | Common Stock | 0 | 0.00 | — | 500 | — | ↗ |
| 2021-06-03 | Trier Clayton | Director | S-Sale | D | Common Stock | 27 | 119.95 | 3.2K | 9,034 | — | ↗ |
| 2021-06-02 | Trier Clayton | Director | S-Sale | D | Common Stock | 2,419 | 119.92 | 290.1K | 9,061 | — | ↗ |
| 2021-06-02 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 1,250 | 120.00 | 150.0K | 13,830 | — | ↗ |
| 2021-05-26 | Trier Clayton | Director | S-Sale | D | Common Stock | 200 | 120.30 | 24.1K | 11,480 | — | ↗ |
| 2021-05-26 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 1,000 | 120.00 | 120.0K | 13,600 | — | ↗ |
| 2021-05-20 | Gilmartin Kathleen A | Director | P-Purchase | A | Common Stock | 1,000 | 116.67 | 116.7K | 8,680 | — | ↗ |
| 2021-05-17 | Trier Clayton | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 11,680 | — | ↗ |
| 2021-05-17 | Swanson Regg E. | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 6,680 | — | ↗ |
| 2021-05-17 | KUNTZ EDWARD L | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 7,080 | — | ↗ |
| 2021-05-17 | Harris Bernard A Jr | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 19,102 | — | ↗ |
| 2021-05-17 | Gilmartin Kathleen A | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 7,680 | — | ↗ |
| 2021-05-17 | Chapman Harry S | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 35,480 | — | ↗ |
| 2021-05-17 | BROOKNER MARK J | Director | A-Award | A | Common Stock | 1,480 | 0.00 | — | 16,080 | — | ↗ |
| 2021-05-11 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 1,000 | 120.25 | 120.3K | 14,600 | — | ↗ |
| 2021-05-07 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,819 | 117.99 | 214.6K | 6,586 | — | ↗ |
| 2021-03-25 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,000 | 106.10 | 106.1K | 35,000 | — | ↗ |
| 2021-03-22 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,000 | 120.82 | 120.8K | 36,000 | — | ↗ |
| 2021-03-18 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,000 | 120.16 | 120.2K | 38,000 | — | ↗ |
| 2021-03-17 | Chapman Harry S | Director | S-Sale | D | Common Stock | 1,000 | 119.10 | 119.1K | 39,000 | — | ↗ |
| 2021-03-15 | KUNTZ EDWARD L | Director | S-Sale | D | Common Stock | 1,600 | 121.73 | 194.8K | 5,600 | — | ↗ |
| 2021-03-05 | MCAFEE LAWRANCE W | — | S-Sale | D | Common Stock | 2,500 | 110.97 | 277.4K | 9,082 | — | ↗ |
| 2021-03-02 | BROOKNER MARK J | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 15,600 | — | ↗ |
| 2021-03-01 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,200 | 116.50 | 139.8K | 6,496 | — | ↗ |
| 2021-02-26 | MCAFEE LAWRANCE W | — | S-Sale | D | Common Stock | 5,000 | 119.14 | 595.7K | 11,582 | — | ↗ |
| 2021-02-22 | REEVE GRAHAM D. | Officer | A-Award | A | Common Stock | 5,600 | 0.00 | — | 17,944 | — | ↗ |
| 2021-02-22 | READING CHRISTOPHER J | Director / Officer | A-Award | A | Common Stock | 11,200 | 0.00 | — | 81,638 | — | ↗ |
| 2021-02-22 | McDowell Glenn | Officer | A-Award | A | Common Stock | 5,600 | 0.00 | — | 20,069 | — | ↗ |
| 2020-12-04 | READING CHRISTOPHER J | Director / Officer | S-Sale | D | Common Stock | 6,000 | 106.67 | 640.0K | 70,438 | — | ↗ |
| 2020-12-01 | Trier Clayton | Director | G-Gift | D | Common Stock | 750 | 0.00 | — | 10,200 | — | ↗ |
| 2020-11-27 | Harris Bernard A Jr | Director | S-Sale | D | Common Stock | 5,000 | 107.00 | 535.0K | 17,622 | — | ↗ |
| 2020-11-16 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 2,437 | 109.37 | 266.5K | 16,600 | — | ↗ |
| 2020-11-13 | Harris Bernard A Jr | Director | S-Sale | D | Common Stock | 5,000 | 105.01 | 525.1K | 22,622 | — | ↗ |
| 2020-11-11 | BROOKNER MARK J | Director | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 19,037 | — | ↗ |
| 2020-11-10 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,000 | 104.23 | 104.2K | 6,137 | — | ↗ |
| 2020-11-10 | McDowell Glenn | Officer | S-Sale | D | Common Stock | 11,507 | 106.12 | 1.22M | 14,469 | — | ↗ |
| 2020-11-09 | MCAFEE LAWRANCE W | Director | S-Sale | D | Common Stock | 2,222 | 112.22 | 249.4K | 16,852 | — | ↗ |
| 2020-11-09 | HENDRICKSON CAREY P | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,688 | — | ↗ |
| 2020-08-18 | Trier Clayton | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 10,950 | — | ↗ |
| 2020-08-18 | Swanson Regg E. | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 5,200 | — | ↗ |
| 2020-08-18 | KUNTZ EDWARD L | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 7,200 | — | ↗ |
| 2020-08-18 | Harris Bernard A Jr | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 27,622 | — | ↗ |
| 2020-08-18 | Gilmartin Kathleen A | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 6,200 | — | ↗ |
| 2020-08-18 | Chapman Harry S | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 41,000 | — | ↗ |
| 2020-08-18 | BROOKNER MARK J | Director | A-Award | A | Common Stock | 1,600 | 0.00 | — | 20,037 | — | ↗ |
| 2020-08-12 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,500 | 90.21 | 135.3K | 5,578 | — | ↗ |
| 2020-08-10 | MCAFEE LAWRANCE W | Director / Officer | S-Sale | D | Common Stock | 4,450 | 91.41 | 406.8K | 19,074 | — | ↗ |
| 2020-06-05 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 1,200 | 86.98 | 104.4K | 18,437 | — | ↗ |
| 2020-06-04 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 371 | 79.23 | 29.4K | 19,637 | — | ↗ |
| 2020-06-03 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 29 | 79.50 | 2.3K | 20,008 | — | ↗ |
| 2020-05-28 | REEVE GRAHAM D. | Officer | S-Sale | D | Common Stock | 1,000 | 78.35 | 78.4K | 5,519 | — | ↗ |
| 2020-05-28 | BROOKNER MARK J | Director | S-Sale | D | Common Stock | 813 | 78.07 | 63.5K | 21,037 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher J. Reading Chief Executive Officer | 1.00M | — | 1.96M | — | 1.51M | 3.6K | 4.47M | 43.76% | ↗ |
| 2 | 2025 | Eric J. Williams President, Chief Operating Officer - East | 688.8K | — | 1.17M | — | 836.9K | 3.6K | 2.70M | 43.41% | ↗ |
| 3 | 2025 | Graham D. Reeve Chief Operating Officer - West | 643.0K | — | 782.1K | — | 804.7K | 3.6K | 2.23M | 35.02% | ↗ |
| 4 | 2025 | Carey P. Hendrickson Chief Financial Officer | 514.4K | — | 782.1K | — | 592.3K | 3.6K | 1.89M | 41.33% | ↗ |
| 5 | 2025 | Richard S. Binstein Executive Vice President, General Counsel and Secretary | 424.0K | — | 782.1K | — | 531.3K | 6.4K | 1.74M | 44.85% | ↗ |
| 6 | 2024 | Christopher J. Reading Chief Executive Officer | 974.4K | — | 1.89M | — | 770.3K | 3.6K | 3.64M | 51.93% | ↗ |
| 7 | 2024 | Eric J. Williams President, Chief Operating Officer - East | 645.8K | — | 1.13M | — | 481.0K | 3.6K | 2.26M | 50.06% | ↗ |
| 8 | 2024 | Graham D. Reeve Chief Operating Officer - West | 624.2K | — | 755.4K | — | 462.5K | 3.6K | 1.85M | 40.93% | ↗ |
| 9 | 2024 | Carey P. Hendrickson Chief Financial Officer | 499.2K | — | 755.4K | — | 370.0K | 3.6K | 1.63M | 46.39% | ↗ |
| 10 | 2024 | Richard S. Binstein Executive Vice President, General Counsel and Secretary | 399.0K | — | 755.4K | — | 336.0K | 3.6K | 1.49M | 50.56% | ↗ |
| 11 | 2023 | Christopher J. Reading Chief Executive Officer | 958.7K | — | 1.63M | — | 777.6K | 3.6K | 3.37M | 48.41% | ↗ |
| 12 | 2023 | Graham D. Reeve Chief Operating Officer - West | 604.2K | — | 816.2K | — | 490.1K | 2.3K | 1.91M | 42.67% | ↗ |
| 13 | 2023 | Eric J. Williams Chief Operating Officer - East | 537.2K | — | 816.2K | — | 437.4K | 2.3K | 1.79M | 45.52% | ↗ |
| 14 | 2023 | Eric J. Williams President, Chief Operating Officer - East | 537.2K | — | 816.2K | — | 437.4K | 2.3K | 1.79M | 45.52% | ↗ |
| 15 | 2023 | Carey P. Hendrickson Chief Financial Officer | 479.4K | — | 816.2K | — | 388.8K | 3.6K | 1.69M | 48.36% | ↗ |
| 16 | 2023 | Richard S. Binstein Executive Vice President, General Counsel and Secretary | 373.7K | — | 816.2K | — | 303.8K | 3.6K | 1.50M | 54.52% | ↗ |
| 17 | 2022 | Christopher J. Reading Chief Executive Officer | 926.0K | — | 1.02M | — | 463.5K | 2.3K | 2.41M | 42.22% | ↗ |
| 18 | 2022 | Graham D. Reeve Chief Operating Officer - West | 583.4K | — | 508.4K | — | 292.0K | 2.3K | 1.39M | 36.68% | ↗ |
| 19 | 2022 | Eric J. Williams President, Chief Operating Officer - East | 466.4K | — | 508.4K | — | 233.5K | 2.3K | 1.21M | 42.00% | ↗ |
| 20 | 2022 | Eric J. Williams Chief Operating Officer - East | 466.4K | — | 508.4K | — | 233.5K | 2.3K | 1.21M | 42.00% | ↗ |
| 21 | 2022 | Carey P. Hendrickson Chief Financial Officer | 463.0K | — | 381.3K | — | 185.4K | 3.6K | 1.03M | 36.90% | ↗ |
| 22 | 2022 | Richard S. Binstein Executive Vice President, General Counsel and Secretary | 339.1K | — | 381.3K | — | 136.0K | 3.6K | 859.9K | 44.34% | ↗ |
| 23 | 2021 | Christopher J. Reading Chief Executive Officer | 896.2K | — | 2.12M | — | 1.13M | 2.3K | 4.14M | 51.17% | ↗ |
| 24 | 2021 | Graham D. Reeve Chief Operating Officer - East | 566.0K | — | 1.06M | — | 708.8K | 2.3K | 2.34M | 45.36% | ↗ |
| 25 | 2021 | Graham D. Reeve Chief Operating Officer - West | 566.0K | — | 1.06M | — | 708.8K | 2.3K | 2.34M | 45.36% | ↗ |
| 26 | 2021 | Carey P. Hendrickson Chief Financial Officer | 450.0K | — | 795.0K | — | 450.0K | 2.3K | 1.70M | 46.84% | ↗ |
| 27 | 2021 | Eric J. Williams Chief Operating Officer - East | 211.2K | 225.0K | 971.1K | — | — | 893.00 | 1.41M | 68.96% | ↗ |
| 28 | 2021 | Eric J. Williams Chief Operating Officer - West | 211.2K | 225.0K | 971.1K | — | — | 893.00 | 1.41M | 68.96% | ↗ |
| 29 | 2021 | Glenn D. McDowell Former Chief Operating Officer - West | 374.2K | — | — | — | — | 2.6K | 376.8K | 0.00% | ↗ |
| 30 | 2020 | Christopher J. Reading Chief Executive Officer | 675.8K | 350.0K | 1.53M | — | 400.0K | 2.3K | 2.96M | 51.77% | ↗ |
| 31 | 2020 | Lawrance W. McAfee. Former Chief Financial Officer | 425.3K | — | — | — | — | 1.65M | 2.07M | 0.00% | ↗ |
| 32 | 2020 | Graham D. Reeve Chief Operating Officer - East | 464.6K | 175.0K | 766.5K | — | 270.0K | 2.3K | 1.68M | 45.67% | ↗ |
| 33 | 2020 | Graham D. Reeve Chief Operating Officer - West | 464.6K | 175.0K | 766.5K | — | 270.0K | 2.3K | 1.68M | 45.67% | ↗ |
| 34 | 2020 | Glenn D. McDowell Former Chief Operating Officer - West | 441.0K | 175.0K | 766.5K | — | 255.0K | 3.6K | 1.64M | 46.71% | ↗ |
| 35 | 2020 | Glenn D. McDowell Chief Operating Officer - West | 441.0K | 175.0K | 766.5K | — | 255.0K | 3.6K | 1.64M | 46.71% | ↗ |
| 36 | 2020 | Carey P. Hendrickson Chief Financial Officer | 51.9K | 25.0K | 403.4K | — | — | — | 480.4K | 83.99% | ↗ |
| 37 | 2020 | Carey Hendrickson Chief Financial Officer | 51.9K | 25.0K | 403.4K | — | — | — | 480.4K | 83.99% | ↗ |
| 38 | 2019 | Christopher J. Reading Chief Executive Officer | 768.8K | — | 1.56M | — | 524.4K | 2.3K | 2.85M | 54.57% | ↗ |
| 39 | 2019 | Lawrance W. McAfee Chief Financial Officer | 499.2K | — | 736.3K | — | 332.6K | 3.6K | 1.57M | 46.85% | ↗ |
| 40 | 2019 | Lawrance W. McAfee. Former Chief Financial Officer | 499.2K | — | 736.3K | — | 332.6K | 3.6K | 1.57M | 46.85% | ↗ |
| 41 | 2019 | Graham D. Reeve Chief Operating Officer - East | 469.2K | — | 759.5K | — | 321.8K | 2.3K | 1.55M | 48.91% | ↗ |
| 42 | 2019 | Glenn D. McDowell Former Chief Operating Officer - West | 499.2K | — | 659.9K | — | 301.3K | 3.6K | 1.46M | 45.08% | ↗ |
| 43 | 2019 | Glenn D. McDowell Chief Operating Officer - West | 499.2K | — | 659.9K | — | 301.3K | 3.6K | 1.46M | 45.08% | ↗ |
| 44 | 2018 | Christopher J. Reading Chief Executive Officer | 739.4K | — | 2.01M | — | 575.0K | 2.3K | 3.33M | 60.43% | ↗ |
| 45 | 2018 | Graham D. Reeve Chief Operating Officer - East | 479.6K | — | 1.62M | — | 347.0K | 908.00 | 2.45M | 66.18% | ↗ |
| 46 | 2018 | Lawrance W. McAfee Chief Financial Officer | 479.6K | — | 1.02M | — | 370.8K | 3.6K | 1.88M | 54.47% | ↗ |
| 47 | 2018 | Glenn D. McDowell Chief Operating Officer - West | 479.6K | — | 1.02M | — | 370.8K | 3.6K | 1.88M | 54.47% | ↗ |
| 48 | 2018 | Lawrance W. McAfee. Former Chief Financial Officer | 479.6K | — | 1.02M | — | 370.8K | 3.6K | 1.88M | 54.47% | ↗ |
| 49 | 2017 | Christopher J. Reading. Chief Executive Officer | 720.5K | — | 1.45M | — | 304.5K | 1.2K | 2.48M | 58.57% | ↗ |
| 50 | 2017 | Christopher J. Reading Chief Executive Officer | 720.5K | — | 1.45M | — | 304.5K | 1.2K | 2.48M | 58.57% | ↗ |
| 51 | 2017 | Lawrance W. McAfee Chief Financial Officer | 468.8K | — | 725.3K | — | 197.4K | 3.6K | 1.40M | 51.99% | ↗ |
| 52 | 2017 | Glenn D. McDowell Chief Operating Officer - West | 467.6K | — | 725.3K | — | 197.4K | 3.6K | 1.39M | 52.04% | ↗ |
| 53 | 2016 | Christopher J. Reading Chief Executive Officer | 606.7K | — | 972.0K | — | 230.6K | 1.2K | 1.81M | 53.68% | ↗ |
| 54 | 2016 | Christopher J. Reading. Chief Executive Officer | 606.7K | — | 972.0K | — | 230.6K | 1.2K | 1.81M | 53.68% | ↗ |
| 55 | 2016 | Lawrance W. McAfee Chief Financial Officer | 438.5K | — | 486.0K | — | 166.7K | 3.6K | 1.09M | 44.40% | ↗ |
| 56 | 2016 | Glenn D. McDowell Chief Operating Officer - West | 407.9K | — | 486.0K | — | 155.0K | 2.3K | 1.05M | 46.23% | ↗ |
| 57 | 2016 | Glenn D. McDowell Chief Operating Officer | 407.9K | — | 486.0K | — | 155.0K | 2.3K | 1.05M | 46.23% | ↗ |
| 58 | 2015 | Christopher J. Reading. Chief Executive Officer | 616.5K | — | 1.14M | — | 125.0K | 1.3K | 1.88M | 60.56% | ↗ |
| 59 | 2015 | Christopher J. Reading Chief Executive Officer | 616.5K | — | 1.14M | — | 125.0K | 1.3K | 1.88M | 60.56% | ↗ |
| 60 | 2015 | Lawrance W. McAfee Chief Financial Officer | 445.8K | — | 570.1K | — | 90.3K | 3.7K | 1.11M | 51.37% | ↗ |
| 61 | 2015 | Glenn D. McDowell Chief Operating Officer - West | 413.6K | — | 570.1K | — | 84.0K | 2.4K | 1.07M | 53.28% | ↗ |
| 62 | 2015 | Glenn D. McDowell Chief Operating Officer | 413.6K | — | 570.1K | — | 84.0K | 2.4K | 1.07M | 53.28% | ↗ |
| 63 | 2014 | Christopher J. Reading Chief Executive Officer | 575.7K | — | 1.55M | — | 721.3K | 1.2K | 2.85M | 54.46% | ↗ |
| 64 | 2014 | Christopher J. Reading Chief Executive Officer | 575.7K | — | 1.55M | — | 721.3K | 1.2K | 2.85M | 54.46% | ↗ |
| 65 | 2014 | Lawrance W. McAfee Chief Financial Officer | 419.2K | — | 776.1K | — | 525.0K | 2.3K | 1.72M | 45.05% | ↗ |
| 66 | 2014 | Lawrance W. McAfee Chief Financial Officer | 419.2K | — | 776.1K | — | 525.0K | 2.3K | 1.72M | 45.05% | ↗ |
| 67 | 2014 | Glenn D. McDowell Chief Operating Officer | 376.1K | — | 776.1K | — | 471.3K | 2.3K | 1.63M | 47.74% | ↗ |
| 68 | 2014 | Glenn D. McDowell Chief Operating Officer | 376.1K | — | 776.1K | — | 471.3K | 2.3K | 1.63M | 47.74% | ↗ |
| 69 | 2013 | Christopher J. Reading Chief Executive Officer | 558.7K | — | 974.4K | — | 369.5K | 1.2K | 1.90M | 51.18% | ↗ |
| 70 | 2013 | Christopher J. Reading Chief Executive Officer | 558.7K | — | 974.4K | — | 369.5K | 1.2K | 1.90M | 51.18% | ↗ |
| 71 | 2013 | Lawrance W. McAfee Chief Financial Officer | 409.6K | — | 487.2K | — | 278.9K | 2.3K | 1.18M | 41.36% | ↗ |
| 72 | 2013 | Lawrance W. McAfee Chief Financial Officer | 409.6K | — | 487.2K | — | 278.9K | 2.3K | 1.18M | 41.36% | ↗ |
| 73 | 2013 | Glenn D. McDowell Chief Operating Officer | 363.9K | — | 487.2K | — | 230.4K | 2.3K | 1.08M | 44.95% | ↗ |
| 74 | 2013 | Glenn D. McDowell Chief Operating Officer | 363.9K | — | 487.2K | — | 230.4K | 2.3K | 1.08M | 44.95% | ↗ |
| 75 | 2012 | Christopher J. Reading Chief Executive Officer | 526.2K | — | 853.8K | — | 445.2K | 810.00 | 1.83M | 46.76% | ↗ |
| 76 | 2012 | Lawrance W. McAfee Chief Financial Officer | 399.4K | — | 426.9K | — | 336.0K | 2.3K | 1.16M | 36.65% | ↗ |
| 77 | 2012 | Glenn D. McDowell Chief Operating Officer | 338.1K | — | 426.9K | — | 277.6K | 2.3K | 1.04M | 40.85% | ↗ |
| 78 | 2011 | Christopher J. Reading Chief Executive Officer | 428.6K | — | 471.7K | — | 331.1K | 810.00 | 1.23M | 38.28% | ↗ |
| 79 | 2011 | Lawrance W. McAfee Chief Financial Officer | 384.4K | — | 314.4K | — | 296.5K | 2.3K | 997.6K | 31.52% | ↗ |
| 80 | 2011 | Glenn D. McDowell Chief Operating Officer | 288.7K | — | 314.4K | — | 223.3K | 1.2K | 827.6K | 37.99% | ↗ |
| 81 | 2010 | Christopher J. Reading Chief Executive Officer | 392.6K | — | 561.9K | — | 393.0K | 810.00 | 1.35M | 41.67% | ↗ |
| 82 | 2010 | Lawrance W. McAfee Chief Financial Officer | 369.9K | — | 374.6K | — | 370.0K | 1.2K | 1.12M | 33.58% | ↗ |
| 83 | 2010 | Glenn D. McDowell Chief Operating Officer | 254.0K | — | 374.6K | — | 255.0K | 1.2K | 884.9K | 42.33% | ↗ |
| 84 | 2009 | Christopher J. Reading Chief Executive Officer | 382.2K | — | — | — | 1.12M | 810.00 | 1.50M | 0.00% | ↗ |
| 85 | 2009 | Lawrance W. McAfee Chief Financial Officer | 366.9K | — | — | — | 1.08M | 1.2K | 1.44M | 0.00% | ↗ |
| 86 | 2009 | Glenn D. McDowell Chief Operating Officer | 229.4K | — | — | — | 605.0K | 1.1K | 835.5K | 0.00% | ↗ |
| 87 | 2008 | Lawrance W. McAfee Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 88 | 2008 | Glenn D. McDowell Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 89 | 2008 | Christopher J. Reading Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 90 | 2007 | Christopher J. Reading Chief Executive Officer | 354.5K | — | — | — | 177.5K | 540.00 | 877.2K | 0.00% | ↗ |
| 91 | 2007 | Lawrance W. McAfee Chief Financial Officer | 344.9K | — | — | — | 172.5K | 1.2K | 863.3K | 0.00% | ↗ |
| 92 | 2007 | Glenn D. McDowell Chief Operating Officer | 195.3K | — | — | — | 100.0K | 938.00 | 371.7K | 0.00% | ↗ |
| 93 | 2006 | Lawrance W. McAfee Chief Financial Officer | 338.8K | 75.0K | — | — | — | 1.0K | 759.6K | 0.00% | ↗ |
| 94 | 2006 | Lawrance W. McAfee Chief Financial Officer | 338.8K | 75.0K | — | 344.8K | — | — | 759.6K | 45.39% | ↗ |
| 95 | 2006 | Christopher J. Reading Chief Executive Officer | 338.8K | 75.0K | — | 344.8K | — | — | 759.0K | 45.43% | ↗ |
| 96 | 2006 | Christopher J. Reading Chief Executive Officer | 338.8K | 75.0K | — | — | — | 443.00 | 759.0K | 0.00% | ↗ |
| 97 | 2006 | Glenn D. McDowell Chief Operating Officer | 190.3K | 35.0K | — | — | — | 426.00 | 301.2K | 0.00% | ↗ |
| 98 | 2006 | Glenn D. McDowell Chief Operating Officer | 190.3K | 35.0K | — | 75.4K | — | — | 301.2K | 25.04% | ↗ |
| 99 | 2005 | Lawrance W. McAfee Chief Financial Officer | 325.0K | 150.0K | — | — | — | — | 475.0K | 0.00% | ↗ |
| 100 | 2005 | Christopher J. Reading Chief Executive Officer | 325.0K | 150.0K | — | — | — | — | 475.0K | 0.00% | ↗ |
| 101 | 2005 | Glenn D. McDowell Chief Operating Officer - West | 181.9K | 90.0K | — | — | — | — | 271.9K | 0.00% | ↗ |
| 102 | 1999 | Stephen Rosenbloom Senior Vice President of Marketing | 142.0K | 30.0K | — | — | — | — | 172.0K | 0.00% | ↗ |
| 103 | 1999 | Michael Lang Senior Vice President of Development | 121.5K | 18.0K | — | — | — | — | 139.5K | 0.00% | ↗ |
| 104 | 1999 | Donna Alexander (a) Senior Vice President | 51.0K | — | — | — | — | 13.0K | 64.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher J. Reading | Chief Executive Officer & Chairman | 3M | male |
| Eric Joseph Williams | President & Chief Operating Officer | 2M | male |
| Graham D. Reeve | Chief Operating Officer - West | 1M | male |
| Carey Hendrickson | Chief Financial Officer | 1M | male |
| Richard S. Binstein | Executive Vice President, General Counsel & Secretary | 961.7K | male |
| Michael G. Mayrsohn | CEO of Metro & Director | 180.7K | male |
| Jason Anderson | Vice President of Human Resources | — | male |
| Jason T. Curtis | Interim CFO and Senor VP of Finance & Accounting | — | male |
| Jayne Fleck Pool | Senior Vice President & Chief Compliance Officer | — | female |
| Chadd Pence | Senior Vice President of Information Systems | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-05-20 | 2025-06-06 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-20 | 2025-06-09 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-17 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-01-29 | 2025-02-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-17 | 2024-11-07 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-09-16 | 2024-10-03 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-05-24 | 2023-06-11 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2019-06-24 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for USPH
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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