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Visa Inc. (V)

USD357.75 +8.78 (+2.52%)
US NYSE DJIA S&P 500 Financial Services Financial - Credit Services
Address PO Box 8999 94128-8999
San Francisco, CA, US
CEO Ryan McInerney
Website visa.com
IPO 2008-03-19
CIK 1403161 ISIN US92826C8394

Explore sections of this company profile

Also trades on Buenos Aires Stock Exchange · V.BA (ARS) CBOE CA · VISA.NE (CAD) Deutsche Börse · 3V64.DE (EUR) New York Stock Exchange · V (USD)
Description

Visa Inc. functions globally as a leading technology company dedicated to payments. Its primary role is to enable the secure and efficient digital transfer of funds among a wide array of participants, including individual consumers, retail businesses, banking institutions, corporations, strategic partners, and governmental bodies. At the heart of its operations is VisaNet, a highly sophisticated transaction processing network that handles the critical functions of authorizing, clearing, and settling all payment transactions. In addition to this core infrastructure, the company also provides a variety of card products, innovative digital platforms, and an extensive range of supplementary value-added services. These offerings are distributed under several widely recognized brands, including Visa, Visa Electron, Interlink, VPAY, and PLUS. Demonstrating its commitment to enhancing user experience, Visa Inc. has established a key strategic partnership with Ooredoo in Qatar, focused on improving payment solutions for Visa cardholders and Ooredoo customers within the country. The company was established in 1958 and its corporate headquarters are situated in San Francisco, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
Visa Inc. 2007-06-22 View

Index membership

IndexAddedRemovedStatus
DJIA 2013-09-23 Active
S&P 500 2009-12-18 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
USD357.75 +8.78 (+2.52%)
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Volume Profile
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Liquidity & share structure
Average Volume
8M
Beta
0.77
Float Shares
1.66B
Free Float %
86.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.43% -0.03% -1.06% +1.94% -2.42% -6.94% -10.63% +47.25% +44.01% +313.43% +2,209.70%
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 (61 ratings, all time) Buy
Price Targets & DCF
Current price
357.75
Low 160.00 -55.3%
Consensus 363.36 +1.6%
Median 385.00 +7.6%
High 415.00 +16.0%
DCF (Unlevered) 226.08 -36.8%
DCF (Levered) 253.58 -29.1%

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) 92% Bullish
Rating 2026-05 Change
Strong Buy 7 0
Buy 28 -1
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
371.00
+3.7%
Last Quarter 7
379.14
+6.0%
Last Year 26
385.31
+7.7%
All Time 107
309.72
-13.4%
Quality scores
Altman Z-Score
7.91
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
10 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Financial - Credit Services: +13.2%
    +11.3% Q1'26: +17.1% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +4.8% Q1'26: +35.3% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +20.7% Q1'26: +23.4% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +62.0% Q1'26: +64.4% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +50.0% Q1'26: +53.1% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -3.1% Q1'26: -2.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    0.97× Q1'26: 0.79× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.78) × ERP
WACC = 96% × Ke + 4% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 226.08 Current price: 357.75
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 Sep 2008
actual
Sep 2009
actual
Sep 2010
actual
Sep 2011
actual
Sep 2012
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
27 Rev. Ana.
24 EPS Ana.
Sep 2027
28 Rev. Ana.
25 EPS Ana.
Sep 2028
24 Rev. Ana.
15 EPS Ana.
Sep 2029
12 Rev. Ana.
9 EPS Ana.
Sep 2030
12 Rev. Ana.
6 EPS Ana.
Revenue
6.26B
est: 5.71B (+9.7%)
6.91B
est: 6.53B (+5.9%)
8.07B
est: 7.87B (+2.5%)
9.19B
est: 9.21B (-0.2%)
10.42B
est: 10.19B (+2.2%)
11.78B
est: 11.72B (+0.5%)
12.70B
est: 12.64B (+0.5%)
13.88B
est: 13.87B (+0.1%)
15.08B
est: 15.06B (+0.1%)
18.36B
est: 18.13B (+1.3%)
20.61B
est: 20.62B (-0.1%)
22.98B
est: 22.92B (+0.2%)
21.85B
est: 21.73B (+0.5%)
24.11B
est: 24.06B (+0.2%)
29.31B
est: 29.08B (+0.8%)
32.65B
est: 34.14B (-4.4%)
35.93B
est: 35.80B (+0.4%)
40.00B
est: 39.90B (+0.3%)
45.54B
44.61B – 45.98B
+14.1% YoY
50.37B
49.19B – 51.19B
+10.6% YoY
55.53B
55.48B – 55.58B
+10.3% YoY
61.99B
60.51B – 63.03B
+11.6% YoY
65.57B
64.00B – 66.66B
+5.8% YoY
EBITDA
1.72B
est: 1.03B (+66.8%)
4.34B
est: 4.16B (+4.2%)
4.81B
est: 4.83B (-0.4%)
5.75B
est: 6.05B (-4.9%)
6.57B
est: 2.74B (+139.7%)
7.64B
est: 7.69B (-0.7%)
8.17B
est: 8.17B (0.0%)
9.49B
est: 9.27B (+2.4%)
8.94B
est: 8.82B (+1.4%)
12.72B
est: 12.11B (+5.1%)
14.03B
est: 13.61B (+3.1%)
16.07B
est: 15.67B (+2.6%)
15.07B
est: 14.13B (+6.7%)
17.38B
est: 17.01B (+2.2%)
19.54B
est: 19.21B (+1.7%)
22.62B
est: 23.51B (-3.8%)
25.59B
est: 24.65B (+3.8%)
26.00B
est: 27.47B (-5.4%)
31.36B
30.71B – 31.66B
+14.1% YoY
34.68B
33.87B – 35.25B
+10.6% YoY
38.23B
38.20B – 38.27B
+10.3% YoY
42.68B
41.66B – 43.40B
+11.6% YoY
45.15B
44.07B – 45.90B
+5.8% YoY
EBIT
1.48B
est: 1.12B (+31.6%)
4.12B
est: 3.42B (+20.3%)
4.54B
est: 4.46B (+2.0%)
5.46B
est: 5.53B (-1.2%)
6.24B
est: 2.33B (+167.6%)
7.24B
est: 7.27B (-0.4%)
7.73B
est: 7.69B (+0.6%)
9.00B
est: 8.61B (+4.5%)
8.44B
est: 8.03B (+5.0%)
12.16B
est: 11.44B (+6.3%)
13.42B
est: 12.58B (+6.6%)
15.42B
est: 14.84B (+3.9%)
14.31B
est: 13.20B (+8.4%)
16.58B
est: 15.37B (+7.8%)
18.67B
est: 17.71B (+5.5%)
21.68B
est: 22.48B (-3.5%)
24.56B
est: 23.57B (+4.2%)
24.78B
est: 26.27B (-5.7%)
29.98B
29.37B – 30.27B
+14.1% YoY
33.16B
32.38B – 33.70B
+10.6% YoY
36.56B
36.53B – 36.59B
+10.3% YoY
40.81B
39.84B – 41.49B
+11.6% YoY
43.17B
42.14B – 43.89B
+5.8% YoY
Net Income
804.00M
est: 690.11M (+16.5%)
2.35B
est: 2.30B (+2.2%)
2.97B
est: 2.90B (+2.3%)
3.65B
est: 3.68B (-0.7%)
2.14B
est: 2.37B (-9.7%)
4.98B
est: 4.93B (+1.0%)
5.44B
est: 5.48B (-0.8%)
6.33B
est: 6.24B (+1.4%)
5.99B
est: 5.73B (+4.5%)
6.70B
est: 6.63B (+1.0%)
10.30B
est: 10.15B (+1.5%)
12.08B
est: 12.00B (+0.6%)
10.87B
est: 10.16B (+7.0%)
12.31B
est: 12.11B (+1.7%)
14.96B
est: 13.61B (+9.9%)
17.27B
est: 17.62B (-2.0%)
19.74B
est: 19.53B (+1.1%)
20.06B
est: 22.45B (-10.6%)
25.66B
25.13B – 26.18B
+14.3% YoY
29.18B
28.49B – 29.86B
+13.7% YoY
33.40B
31.48B – 35.33B
+14.5% YoY
38.04B
36.86B – 38.87B
+13.9% YoY
37.24B
36.08B – 38.05B
-2.1% YoY
SGA
1.79B
est: 1.51B (+18.4%)
1.52B
est: 1.46B (+4.4%)
1.61B
est: 1.53B (+5.3%)
1.62B
est: 1.56B (+3.6%)
1.71B
est: 1.64B (+4.2%)
1.74B
est: 1.67B (+4.3%)
1.74B
est: 1.73B (+0.6%)
1.76B
est: 1.66B (+5.8%)
2.05B
est: 1.99B (+3.2%)
2.39B
est: 2.27B (+5.2%)
2.58B
est: 2.53B (+2.0%)
2.76B
est: 2.72B (+1.2%)
2.48B
est: 2.17B (+14.2%)
2.52B
est: 2.44B (+3.4%)
3.04B
est: 2.73B (+11.1%)
3.22B
est: 3.56B (-9.7%)
3.79B
est: 3.73B (+1.6%)
4.37B
est: 4.16B (+5.0%)
4.75B
4.65B – 4.80B
+14.1% YoY
5.25B
5.13B – 5.34B
+10.6% YoY
5.79B
5.79B – 5.80B
+10.3% YoY
6.47B
6.31B – 6.57B
+11.6% YoY
6.84B
6.68B – 6.95B
+5.8% YoY
EPS
0.28
est: 0.46 (-39.1%)
0.79
est: 0.66 (+19.7%)
0.88
est: 0.94 (-6.4%)
1.11
est: 1.24 (-10.5%)
0.66
est: 1.48 (-55.4%)
1.90
est: 1.84 (+3.3%)
2.16
est: 2.17 (-0.5%)
2.58
est: 2.61 (-1.3%)
2.49
est: 2.78 (-10.6%)
2.80
est: 3.43 (-18.3%)
4.43
est: 4.59 (-3.5%)
5.32
est: 5.40 (-1.5%)
4.90
est: 5.00 (-2.1%)
5.63
est: 5.80 (-3.0%)
7.01
est: 7.43 (-5.7%)
8.29
est: 8.95 (-7.4%)
9.74
est: 9.92 (-1.8%)
10.22
est: 11.44 (-10.7%)
13.15
12.78 – 13.32
+14.9% YoY
14.90
14.49 – 15.19
+13.3% YoY
16.83
16.01 – 17.97
+13.0% YoY
19.35
18.75 – 19.77
+15.0% YoY
18.94
18.35 – 19.35
-2.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-12 Truist Securities Buy Buy Maintain
2026-04-30 Macquarie Outperform Outperform Maintain
2026-04-29 Evercore ISI Group In Line In Line Maintain
2026-04-24 Truist Securities Buy Buy Maintain
2026-04-22 BMO Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-27 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-26 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-22 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-21 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-20 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-19 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-18 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-05-15 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-14 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-13 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-12 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-11 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-05 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-04 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-05-01 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-30 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
21.78B
OE per share TTM
11.20
Owner's Yield
3.49%
Maintenance CapEx ratio
3.36%
Maint CapEx / Avg PPE
11.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
4,520
Total invested
442.11B
Insider transactions (90d)
2
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 147.36M 9.05% 2.44M 140.48M 6.87M IA 2023-02-09
2 (1) BlackRock, Inc. 129.07M 7.70% 107.49M 129.07M HC Delaware 2022-02-03
3 Abigail P. Johnson 91.03M 5.18% 91.03M IN United States of America 2019-02-13
4 FMR LLC 91.03M 5.18% 13.81M 91.03M HC Delaware 2019-02-13
5 STATE STREET CORPORATION 77.77M 4.00% 77.77M 77.77M HC BOSTON, MASSACHUSETTS 2016-02-22
6 Marsico Capital Management, LLC             84-1434992 33.42M 7.40% 29.27M 33.42M IA Delaware 2009-02-12
7 Edward C. Johnson 3d 26.71M 5.41% 26.71M IN United States of America 2015-02-13
8 Marsico Capital Management, LLC 84-1434992 11.16M 2.40% 9.63M 11.16M IA Delaware 2010-02-12
9 Visa Inc. EIN #26-0267673 4.19M 2.50% 4.19M 4.19M CO Delaware 2017-02-14
10 Visa International Service AssociationEIN #94-2268209 4.19M 2.50% 4.19M 4.19M CO Delaware 2017-02-14
11 Visa International Service Association EIN #94-2268209 3.52M 9.99% 3.52M 3.52M CO 4.     Citizenship or Place of Organization 2016-02-11
12 Artisan Partners Limited Partnership 1.81M 8.40% 849.3K 25.70M 804.8K IA Pennsylvania 2015-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
4,520
-152 vs prev Q
New positions
207
Closed positions
368
Increased
2,122
Reduced
1,857
Put/Call ratio
1.10
Calls held
12.68M
Puts held
13.97M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 160.98M +1.1M (+0.7%) 56.46B +1.9B (+3.4%) 8.41% +0.156 pp 0.82% +0.001 pp USD100.98 +247.3% 71 qtrs
2 BLACKROCK, INC. 140.15M -924.1K (-0.7%) 49.15B +992.1M (+2.1%) 7.32% +0.041 pp 0.83% -0.012 pp USD280.40 +25.1% 6 qtrs
3 STATE STREET CORP 82.80M +626.8K (+0.8%) 29.04B +986.5M (+3.5%) 4.33% +0.085 pp 0.97% +0.001 pp USD107.20 +227.2% 51 qtrs
4 MORGAN STANLEY 46.86M -1.2M (-2.5%) 16.44B +24.5M (+0.1%) 2.45% -0.033 pp 0.98% -0.012 pp USD139.57 +151.3% 51 qtrs
5 FMR LLC 46.71M -2.0M (-4.1%) 16.38B -241.0M (-1.5%) 2.41% -0.109 pp 0.84% -0.029 pp USD111.20 +215.4% 70 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 44.04M +389.0K (+0.9%) 15.41B +545.6M (+3.7%) 2.30% +0.048 pp 0.95% +0.003 pp USD156.19 +124.5% 71 qtrs
7 PRICE T ROWE ASSOCIATES INC /MD/ 41.09M +716.2K (+1.8%) 14.41B +627.9M (+4.6%) 2.15% +0.063 pp 1.55% +0.079 pp USD83.56 +319.7% 71 qtrs
8 TCI FUND MANAGEMENT LTD 27.72M -333.1K (-1.2%) 9.72B +144.9M (+1.5%) 1.45% +0.000 pp 18.12% -0.051 pp USD255.86 +37.1% 27 qtrs
9 CAPITAL WORLD INVESTORS 24.48M -315.2K (-1.3%) 8.58B +121.1M (+1.4%) 1.26% -0.020 pp 1.17% +0.011 pp USD237.33 +47.8% 50 qtrs
10 BANK OF AMERICA CORP /DE/ 23.84M +398.6K (+1.7%) 8.36B +358.4M (+4.5%) 1.25% +0.036 pp 0.61% +0.065 pp USD125.43 +179.6% 52 qtrs
11 CAPITAL INTERNATIONAL INVESTORS 21.52M +244.1K (+1.1%) 7.55B +285.7M (+3.9%) 1.11% +0.010 pp 1.18% +0.011 pp USD169.51 +106.9% 51 qtrs
12 ALLIANCEBERNSTEIN L.P. 18.58M -1.2M (-6.0%) 6.52B -234.9M (-3.5%) 0.97% -0.050 pp 2.06% -0.068 pp USD127.24 +175.6% 61 qtrs
13 NORTHERN TRUST CORP 17.84M -446.6K (-2.4%) 6.26B +14.0M (+0.2%) 0.92% -0.026 pp 0.80% -0.001 pp USD119.39 +193.8% 51 qtrs
14 NORGES BANK 16.76M +16.8M (+100.0%) 5.88B +5.9B (+100.0%) 0.86% +0.863 pp 0.63% +0.629 pp USD350.71 +0.0% 1 qtrs NEW
15 GOLDMAN SACHS GROUP INC 15.39M -1.6M (-9.6%) 5.40B -412.6M (-7.1%) 0.79% -0.086 pp 0.66% -0.049 pp USD207.77 +68.8% 71 qtrs
16 JPMORGAN CHASE & CO 14.73M -841.3K (-5.4%) 5.17B -149.8M (-2.8%) 0.76% -0.045 pp 0.32% +0.006 pp USD281.44 +24.6% 51 qtrs
17 AMERIPRISE FINANCIAL INC 13.72M +602.2K (+4.6%) 4.81B +331.3M (+7.4%) 0.71% +0.029 pp 1.09% +0.058 pp USD160.28 +118.8% 55 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13.38M +190.9K (+1.4%) 4.69B +190.0M (+4.2%) 0.69% +0.008 pp 0.73% +0.010 pp USD150.11 +133.6% 71 qtrs
19 UBS ASSET MANAGEMENT AMERICAS INC 12.77M -18.8K (-0.1%) 4.48B +112.7M (+2.6%) 0.66% -0.003 pp 0.95% -0.001 pp USD205.18 +70.9% 71 qtrs
20 ROYAL BANK OF CANADA 12.58M +50.5K (+0.4%) 4.41B +134.6M (+3.1%) 0.66% +0.011 pp 0.72% +0.017 pp USD155.15 +126.0% 51 qtrs
21 LEGAL & GENERAL GROUP PLC 12.37M -92.2K (-0.7%) 4.34B +83.9M (+2.0%) 0.64% -0.006 pp 0.96% +0.008 pp USD131.02 +167.7% 71 qtrs
22 UBS GROUP AG 11.60M +193.8K (+1.7%) 4.07B +174.4M (+4.5%) 0.61% +0.017 pp 0.66% +0.050 pp USD188.42 +86.1% 45 qtrs
23 INVESCO LTD. 11.05M -868.1K (-7.3%) 3.87B -193.3M (-4.8%) 0.58% -0.038 pp 0.59% -0.047 pp USD192.00 +82.7% 57 qtrs
24 BARCLAYS PLC 9.28M +183.5K (+2.0%) 3.26B +753.7M (+30.1%) 0.49% +0.015 pp 0.78% +0.139 pp USD259.32 +35.2% 51 qtrs
25 LOOMIS SAYLES & CO L P 9.22M -35.6K (-0.4%) 3.23B +73.9M (+2.3%) 0.47% -0.003 pp 3.90% +0.140 pp USD85.61 +309.7% 60 qtrs
26 WELLINGTON MANAGEMENT GROUP LLP 9.21M -261.5K (-2.8%) 3.23B -3.3M (-0.1%) 0.47% -0.015 pp 0.57% +0.000 pp USD163.40 +114.6% 71 qtrs
27 FRANKLIN RESOURCES INC 8.84M +746.9K (+9.2%) 3.10B +337.5M (+12.2%) 0.46% +0.037 pp 0.76% +0.072 pp USD165.73 +111.6% 51 qtrs
28 DEUTSCHE BANK AG\ 8.83M -717.5K (-7.5%) 3.10B -162.6M (-5.0%) 0.45% -0.038 pp 1.01% -0.084 pp USD159.80 +119.5% 50 qtrs
29 NUVEEN, LLC 8.80M -520.4K (-5.6%) 3.09B -95.5M (-3.0%) 0.46% -0.021 pp 0.81% -0.032 pp USD350.56 +0.0% 4 qtrs
30 DIMENSIONAL FUND ADVISORS LP 8.53M +107.9K (+1.3%) 2.99B +116.6M (+4.1%) 0.44% +0.004 pp 0.63% +0.011 pp USD158.26 +121.6% 51 qtrs
31 BERKSHIRE HATHAWAY INC 8.30M +— (+0.0%) 2.91B +77.4M (+2.7%) 0.43% +0.005 pp 1.06% +0.002 pp USD52.53 +567.6% 51 qtrs
32 WELLS FARGO & COMPANY/MN 8.10M +4.2K (+0.1%) 2.84B +77.0M (+2.8%) 0.42% +0.005 pp 0.52% -0.008 pp USD93.95 +273.3% 57 qtrs
33 FISHER ASSET MANAGEMENT, LLC 7.49M +125.9K (+1.7%) 2.63B +112.8M (+4.5%) 0.39% +0.006 pp 0.90% -0.013 pp USD122.75 +185.7% 56 qtrs
34 HSBC HOLDINGS PLC 7.41M +127.2K (+1.7%) 2.60B +119.8M (+4.8%) 0.38% +0.006 pp 1.33% -0.043 pp USD230.38 +52.2% 56 qtrs
35 BROWN ADVISORY INC 7.40M -247.7K (-3.2%) 2.59B -15.5M (-0.6%) 0.39% -0.008 pp 3.62% +0.222 pp USD178.56 +96.4% 62 qtrs
36 JENNISON ASSOCIATES LLC 7.10M -406.8K (-5.4%) 2.49B -72.7M (-2.8%) 0.37% -0.022 pp 1.49% +0.003 pp USD119.85 +192.6% 70 qtrs
37 SCHRODER INVESTMENT MANAGEMENT GROUP 6.97M +39.5K (+0.6%) 2.45B +78.5M (+3.3%) 0.36% +0.007 pp 1.88% +0.023 pp USD190.20 +84.4% 51 qtrs
38 CLEARBRIDGE INVESTMENTS, LLC 6.63M -906.0K (-12.0%) 2.33B -247.4M (-9.6%) 0.34% -0.048 pp 1.86% -0.076 pp USD107.82 +225.3% 62 qtrs
39 VICTORY CAPITAL MANAGEMENT INC 6.51M +2.1M (+48.2%) 2.28B +840.4M (+58.3%) 0.34% +0.113 pp 1.29% +0.445 pp USD316.90 +10.7% 50 qtrs
40 TEMASEK HOLDINGS (PRIVATE) LTD 6.49M +314.8K (+5.1%) 2.28B +168.0M (+8.0%) 0.34% +0.020 pp 7.21% -0.065 pp USD163.47 +114.5% 37 qtrs
41 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 6.44M +110.8K (+1.8%) 2.23B +70.7M (+3.3%) 0.33% +0.005 pp 1.51% -0.043 pp USD216.28 +62.2% 58 qtrs
42 AMUNDI 6.27M -431.0K (-6.4%) 2.20B -141.6M (-6.0%) 0.33% -0.018 pp 0.60% -0.155 pp USD246.63 +42.2% 19 qtrs
43 NINETY ONE UK LTD 6.11M -137.4K (-2.2%) 2.14B +10.1M (+0.5%) 0.31% -0.008 pp 4.60% -0.011 pp USD142.18 +146.7% 47 qtrs
44 RAYMOND JAMES FINANCIAL INC 5.50M -243.6K (-4.2%) 1.93B -31.7M (-1.6%) 0.28% -0.013 pp 0.60% -0.030 pp USD316.04 +11.0% 5 qtrs
45 SWISS NATIONAL BANK 4.65M -277.2K (-5.6%) 1.63B -51.2M (-3.0%) 0.24% -0.015 pp 0.97% -0.005 pp USD130.31 +169.1% 51 qtrs
46 PRINCIPAL FINANCIAL GROUP INC 4.63M -311.5K (-6.3%) 1.63B -63.1M (-3.7%) 0.24% -0.017 pp 0.83% -0.022 pp USD126.14 +178.0% 71 qtrs
47 CITADEL ADVISORS LLC 4.55M +1.5M (+48.9%) 1.60B +553.0M (+53.0%) 0.24% +0.080 pp 0.24% +0.081 pp USD344.26 +1.9% 52 qtrs
48 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.54M -911.2K (-16.7%) 1.59B -268.7M (-14.5%) 0.23% -0.048 pp 0.51% -0.063 pp USD56.92 +516.1% 51 qtrs
49 BANK OF MONTREAL /CAN/ 4.42M -718.9K (-14.0%) 1.55B -204.2M (-11.6%) 0.23% -0.038 pp 0.54% -0.136 pp USD196.16 +78.8% 51 qtrs
50 CAPITAL RESEARCH GLOBAL INVESTORS 4.32M +1.1M (+35.0%) 1.51B +422.1M (+38.7%) 0.22% +0.057 pp 0.28% +0.075 pp USD332.07 +5.6% 10 qtrs
51 SUMITOMO MITSUI TRUST HOLDINGS, INC. 4.31M -178.9K (-4.0%) 1.51B -20.8M (-1.4%) 0.22% -0.010 pp 0.89% +0.006 pp USD102.75 +241.3% 59 qtrs
52 PRIMECAP MANAGEMENT CO/CA/ 4.01M -55.8K (-1.4%) 1.41B +18.3M (+1.3%) 0.21% -0.003 pp 1.06% +0.002 pp USD123.49 +184.0% 60 qtrs
53 VIKING GLOBAL INVESTORS LP 3.98M +1.1M (+37.5%) 1.40B +408.3M (+41.3%) 0.21% +0.059 pp 3.71% +1.140 pp USD316.90 +10.7% 38 qtrs
54 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 3.85M +241.6K (+6.7%) 1.35B +118.4M (+9.6%) 0.20% +0.015 pp 0.85% +0.099 pp USD284.30 +23.4% 14 qtrs
55 ENVESTNET ASSET MANAGEMENT INC 3.77M -443.3K (-10.5%) 1.32B -116.2M (-8.1%) 0.20% -0.021 pp 0.39% -0.022 pp USD218.46 +60.5% 51 qtrs
56 EDGEWOOD MANAGEMENT LLC 3.67M -1.4M (-27.8%) 1.29B -447.9M (-25.8%) 0.19% -0.073 pp 6.13% -0.018 pp USD98.33 +256.7% 69 qtrs
57 FUNDSMITH LLP 3.53M -319.7K (-8.3%) 1.24B -76.1M (-5.8%) 0.18% -0.014 pp 7.24% +0.596 pp USD100.16 +250.1% 52 qtrs
58 STIFEL FINANCIAL CORP 3.38M -106.6K (-3.1%) 1.18B -4.9M (-0.4%) 0.17% -0.006 pp 1.06% -0.020 pp USD133.92 +161.9% 48 qtrs
59 POLEN CAPITAL MANAGEMENT LLC 3.38M -964.9K (-22.2%) 1.18B -297.9M (-20.1%) 0.17% -0.050 pp 5.05% +0.244 pp USD151.18 +132.0% 51 qtrs
60 JANUS HENDERSON GROUP PLC 3.37M -248.0K (-6.9%) 1.18B -53.0M (-4.3%) 0.17% -0.013 pp 0.53% -0.035 pp USD131.17 +167.4% 71 qtrs
61 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3.32M -218.4K (-6.2%) 1.16B -43.6M (-3.6%) 0.17% -0.012 pp 0.67% -0.057 pp USD123.92 +183.0% 56 qtrs
62 SANDERS CAPITAL, LLC 3.32M +202.4K (+6.5%) 1.16B +100.0M (+9.4%) 0.17% +0.010 pp 1.34% +0.032 pp USD330.59 +6.1% 5 qtrs
63 NATIONAL PENSION SERVICE 3.30M +63.2K (+2.0%) 1.16B +52.3M (+4.7%) 0.17% +0.003 pp 0.86% -0.001 pp USD175.33 +100.0% 46 qtrs
64 EGERTON CAPITAL (UK) LLP 3.27M +887.6K (+37.2%) 1.15B +333.5M (+41.0%) 0.17% +0.045 pp 12.47% +3.888 pp USD315.42 +11.2% 22 qtrs
65 RATHBONES GROUP PLC 3.25M -62.5K (-1.9%) 1.14B +9.0M (+0.8%) 0.17% -0.004 pp 4.51% -0.080 pp USD172.67 +103.1% 62 qtrs
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3.24M +65.5K (+2.1%) 1.14B +52.6M (+4.9%) 0.17% +0.005 pp 0.13% +0.007 pp USD230.33 +52.3% 51 qtrs
67 RHUMBLINE ADVISERS 3.20M -102.4K (-3.1%) 1.12B -5.1M (-0.5%) 0.17% -0.003 pp 0.91% +0.002 pp USD99.08 +254.0% 51 qtrs
68 TD ASSET MANAGEMENT INC 3.16M -89.0K (-2.7%) 1.11B -872.4K (-0.1%) 0.16% -0.005 pp 0.89% -0.009 pp USD161.47 +117.2% 51 qtrs
69 SANDS CAPITAL MANAGEMENT, LLC 3.09M -936.9K (-23.3%) 1.08B -291.0M (-21.2%) 0.16% -0.049 pp 3.30% -0.496 pp USD77.59 +352.0% 65 qtrs
70 NEUBERGER BERMAN GROUP LLC 3.03M +183.3K (+6.4%) 1.06B +90.8M (+9.3%) 0.16% +0.009 pp 0.79% +0.081 pp USD133.90 +161.9% 52 qtrs
71 SG AMERICAS SECURITIES, LLC 3.02M +2.0M (+198.2%) 1.06B +714.0M (+206.4%) 0.16% +0.103 pp 1.35% +0.187 pp USD346.60 +1.2% 47 qtrs
72 HOLOCENE ADVISORS, LP 2.99M +462.6K (+18.3%) 1.05B +185.8M (+21.5%) 0.16% +0.026 pp 2.20% +0.236 pp USD330.17 +6.2% 16 qtrs
73 SWEDBANK AB 2.98M +19.2K (+0.6%) 1.05B +34.4M (+3.4%) 0.15% +0.001 pp 1.01% -0.014 pp USD257.08 +36.4% 20 qtrs
74 LPL FINANCIAL LLC 2.96M +46.3K (+1.6%) 1.04B +43.4M (+4.4%) 0.15% +0.002 pp 0.28% -0.006 pp USD212.61 +65.0% 51 qtrs
75 FAYEZ SAROFIM & CO 2.95M -87.9K (-2.9%) 1.04B -11.8M (-1.1%) 0.15% -0.003 pp 2.49% +0.057 pp USD152.23 +130.4% 48 qtrs
76 BESSEMER GROUP INC 2.94M -221.5K (-7.0%) 1.03B -48.1M (-4.5%) 0.15% -0.012 pp 1.59% -0.067 pp USD146.88 +138.8% 51 qtrs
77 PNC FINANCIAL SERVICES GROUP, INC. 2.87M -17.7K (-0.6%) 1.01B +20.7M (+2.1%) 0.15% +0.001 pp 0.55% -0.048 pp USD112.55 +211.6% 51 qtrs
78 CITIGROUP INC 2.85M +567.8K (+24.8%) 1.00B +220.5M (+28.2%) 0.15% +0.029 pp 0.44% +0.094 pp USD336.66 +4.2% 47 qtrs
79 BANK JULIUS BAER & CO. LTD, ZURICH 2.77M -60.1K (-2.1%) 973.50M +6.6M (+0.7%) 0.14% -0.004 pp 2.69% -0.040 pp USD283.26 +23.8% 24 qtrs
80 NORDEA INVESTMENT MANAGEMENT AB 2.74M -77.9K (-2.8%) 967.16M +5.3M (+0.6%) 0.14% -0.004 pp 0.83% -0.012 pp USD184.49 +90.1% 72 qtrs
81 CIBC PRIVATE WEALTH GROUP, LLC 2.73M -35.7K (-1.3%) 956.57M +13.3M (+1.4%) 0.14% -0.002 pp 1.62% +0.002 pp USD128.51 +172.9% 48 qtrs
82 1832 ASSET MANAGEMENT L.P. 2.72M -15.4K (-0.6%) 953.35M +20.1M (+2.2%) 0.14% +0.001 pp 0.73% -0.011 pp USD150.65 +132.8% 55 qtrs
83 AKRE CAPITAL MANAGEMENT LLC 2.68M -297.1K (-10.0%) 938.72M -76.5M (-7.5%) 0.14% -0.016 pp 10.29% +0.171 pp USD73.56 +376.8% 55 qtrs
84 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 2.65M +209.6K (+8.6%) 929.23M +96.3M (+11.6%) 0.14% +0.013 pp 2.38% +0.026 pp USD244.50 +43.4% 34 qtrs
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.64M -57.2K (-2.1%) 926.51M +5.1M (+0.6%) 0.14% -0.003 pp 0.93% -0.018 pp USD81.53 +330.2% 52 qtrs
86 BNP PARIBAS ARBITRAGE, SNC 2.64M +383.7K (+17.0%) 926.48M +155.6M (+20.2%) 0.14% +0.022 pp 0.42% +0.008 pp USD278.58 +25.9% 51 qtrs
87 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 2.57M +1.4M (+115.6%) 902.84M +497.3M (+122.6%) 0.13% +0.073 pp 1.04% -0.015 pp USD275.70 +27.2% 51 qtrs
88 SOROBAN CAPITAL PARTNERS LP 2.48M +793.2K (+46.9%) 848.20M +270.8M (+46.9%) 0.13% +0.041 pp 5.92% +1.564 pp USD289.37 +21.2% 20 qtrs
89 PICTET ASSET MANAGEMENT HOLDING SA 2.40M -114.6K (-4.6%) 843.00M -16.6M (-1.9%) 0.12% -0.006 pp 0.82% -0.010 pp USD232.42 +50.9% 10 qtrs
90 WELLCOME TRUST LTD (THE) AS TRUSTEE OF THE WELLCOME TRUST 2.40M +— (+0.0%) 841.70M +22.4M (+2.7%) 0.12% 0.000 pp 9.04% +0.116 pp USD197.41 +77.7% 24 qtrs
91 NATIXIS ADVISORS, L.P. 2.38M -118.9K (-4.8%) 833.81M -18.4M (-2.2%) 0.12% -0.007 pp 1.18% -0.062 pp USD177.03 +98.1% 57 qtrs
92 LAZARD ASSET MANAGEMENT LLC 2.36M -1.2M (-34.5%) 827.54M -402.8M (-32.7%) 0.12% -0.063 pp 1.40% -0.254 pp USD134.10 +161.5% 51 qtrs
93 ROYAL LONDON ASSET MANAGEMENT LTD 2.36M -101.0K (-4.1%) 827.35M -12.5M (-1.5%) 0.12% -0.006 pp 1.74% -0.064 pp USD192.45 +82.2% 31 qtrs
94 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 2.18M -16.4K (-0.7%) 764.44M +15.8M (+2.1%) 0.11% -0.001 pp 1.24% -0.002 pp USD320.16 +9.5% 5 qtrs
95 TROY ASSET MANAGEMENT LTD 2.40M +128.4K (+5.7%) 757.01M +34.2M (+4.7%) 0.12% +0.006 pp 19.51% +0.951 pp USD269.45 +30.2% 34 qtrs
96 ACTIAM N.V. 8.21M +7.4M (+867.6%) 288.06M -1.7M (-0.6%) 0.42% +0.379 pp 2.91% -0.166 pp USD343.94 +2.0% 8 qtrs
97 J. STERN & CO. LLP 3.38M +3.4M (+12,497.1%) 3.38M -5.8M (-63.1%) 0.17% +0.173 pp 0.29% -0.405 pp USD350.34 +0.1% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.43
Bearish
Buys
1
Sells
3
Shares acquired
31.5K
Shares disposed
73.5K
Cash buys
Cash sales
2.00
Net activity
-42,094
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-12 Suh Chris Officer S-Sale D Class A Common Stock 10,639 324.81 3.46M 9,872 D
2026-04-29 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 31,455 109.82 3.45M 46,629 D
2026-03-11 CARNEY LLOYD Director S-Sale D Class A Common Stock 650 309.62 201.3K 2,679 D
2026-02-15 Taneja Rajat Officer M-Exempt D Performance Share Award 35,537 0.00 0 D
2026-02-15 MCINERNEY RYAN Director / Officer M-Exempt D Performance Share Award 10,662 0.00 0 D
2026-02-15 MAHON TULLIER KELLY Officer M-Exempt D Performance Share Award 35,537 0.00 0 D
2026-02-15 Fabara Paul D Officer F-InKind D Class A Common Stock 10,421 314.08 3.27M 37,314 D
2026-01-27 WEBB MAYNARD G JR Director A-Award A Restricted Stock Units 861 0.00 861 D
2026-01-27 Rendle Linda J Director A-Award A Restricted Stock Units 861 0.00 861 D
2026-01-27 Ready William J Director A-Award A Class A Common Stock 861 0.00 1,112 D
2026-01-27 Murphy Pam Director A-Award A Class A Common Stock 861 0.00 3,437 D
2026-01-27 MORRISON DENISE M Director A-Award A Class A Common Stock 861 0.00 10,133 D
2026-01-27 List Teri Director A-Award A Class A Common Stock 861 0.00 861 D
2026-01-27 LUNDGREN JOHN F Director A-Award A Class A Common Stock 861 0.00 9,769 D
2026-01-27 Fernandez-Carbajal Francisco Javier Director A-Award A Class A Common Stock 861 0.00 33,237 D
2026-01-27 Crawford Kermit R Director A-Award A Restricted Stock Units 861 0.00 861 D
2026-01-27 CARNEY LLOYD Director A-Award A Class A Common Stock 861 0.00 3,329 D
2026-01-02 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 10,485 109.82 1.15M 62,915 D
2025-12-11 ROTTENBERG JULIE B Officer M-Exempt D Employee Stock Option (Right to Buy) 2,027 109.82 222.6K 4,055 D
2025-12-11 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 10,485 109.82 1.15M 19,886 D
2025-12-04 MAHON TULLIER KELLY Officer G-Gift D Class A Common Stock 1,535 0.00 51,667 D
2025-12-02 Taneja Rajat Officer S-Sale D Class A Common Stock 23,743 330.14 7.84M 232,112 D
2025-12-02 Fabara Paul D Officer S-Sale D Class A Common Stock 7,556 331.45 2.50M 26,413 D
2025-11-30 Taneja Rajat Officer M-Exempt D Performance Share Award 48,239 0.00 0 D
2025-11-30 ROTTENBERG JULIE B Officer A-Award A Performance Share Award 9,648 0.00 9,648 D
2025-11-30 MCINERNEY RYAN Director / Officer M-Exempt D Performance Share Award 52,098 0.00 0 D
2025-11-30 MAHON TULLIER KELLY Officer M-Exempt D Performance Share Award 27,786 0.00 0 D
2025-11-30 Fabara Paul D Officer M-Exempt D Performance Share Award 15,437 0.00 0 D
2025-11-21 Taneja Rajat Officer S-Sale D Class A Common Stock 6,305 330.00 2.08M 232,112 D
2025-11-21 Fabara Paul D Officer S-Sale D Class A Common Stock 2,172 325.93 707.9K 26,413 D
2025-11-19 Taneja Rajat Officer F-InKind D Class A Common Stock 6,418 324.12 2.08M 238,417 D
2025-11-19 Suh Chris Officer M-Exempt D Restricted Stock Units 3,005 0.00 3,006 D
2025-11-19 ROTTENBERG JULIE B Officer A-Award A Employee Stock Option (Right to Buy) 24,597 324.12 7.97M 24,597 D
2025-11-19 MCINERNEY RYAN Director / Officer G-Gift D Class A Common Stock 7,800 0.00 239,526 I
2025-11-19 MAHON TULLIER KELLY Officer M-Exempt A Class A Common Stock 2,847 0.00 38,695 D
2025-11-19 Fabara Paul D Officer M-Exempt D Restricted Stock Units 1,503 0.00 1,503 D
2025-11-19 ANDRESKI PETER M Officer M-Exempt D Restricted Stock Units 501 0.00 501 D
2025-11-04 CARNEY LLOYD Director S-Sale D Class A Common Stock 900 336.48 302.8K 2,468 D
2025-11-03 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 10,485 109.82 1.15M 83,885 D
2025-10-15 Ready William J Director A-Award A Class A Common Stock 251 0.00 251 D
2025-10-01 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 10,485 109.82 1.15M 11,022 D
2025-09-29 Ready William J Director Class A Common Stock 0 0.00 0 D
2025-09-02 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 10,485 109.82 1.15M 104,855 D
2025-08-18 ROTTENBERG JULIE B Officer S-Sale D Class A Common Stock 2,027 344.02 697.3K 11,925 D
2025-08-15 Suh Chris Officer M-Exempt D Restricted Stock Units 15,289 0.00 15,289 D
2025-08-15 ANDRESKI PETER M Officer M-Exempt A Class A Common Stock 4,169 0.00 8,657 D
2025-08-14 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 10,485 109.82 1.15M 11,022 D
2025-07-01 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 8,630 80.82 697.5K 9,167 D
2025-06-11 Fabara Paul D Officer M-Exempt A Class A Common Stock 11,636 210.80 2.45M 38,049 D
2025-06-05 Taneja Rajat Officer M-Exempt D Employee Stock Option (Right to Buy) 25,000 109.82 2.75M 68,835 D
2025-06-05 Fabara Paul D Officer M-Exempt A Class A Common Stock 24,201 207.57 5.02M 50,614 D
2025-06-04 Taneja Rajat Officer S-Sale D Class A Common Stock 25,000 367.75 9.19M 232,112 D
2025-06-02 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,620 80.82 696.7K 8,630 D
2025-05-12 Fabara Paul D Officer M-Exempt A Class A Common Stock 17,670 182.77 3.23M 44,083 D
2025-05-08 Fabara Paul D Officer M-Exempt A Class A Common Stock 9,020 182.77 1.65M 41,226 D
2025-05-01 ROTTENBERG JULIE B Officer S-Sale D Class A Common Stock 2,575 345.58 889.9K 11,925 D
2025-05-01 MCINERNEY RYAN Director / Officer S-Sale D Class A Common Stock 8,620 345.58 2.98M 537 D
2025-04-01 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,620 80.82 696.7K 25,870 D
2025-03-19 Fabara Paul D Officer M-Exempt A Class A Common Stock 39,350 178.75 7.03M 65,763 D
2025-03-14 Fabara Paul D Officer M-Exempt D Employee Stock Option (Right to Buy) 9,749 178.75 1.74M 0 D
2025-03-03 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 8,620 80.82 696.7K 9,157 D
2025-02-15 MCINERNEY RYAN Director / Officer M-Exempt D Restricted Stock Units 1,092 0.00 1,092 D
2025-02-07 MAHON TULLIER KELLY Officer M-Exempt A Class A Common Stock 18,641 109.82 2.05M 70,307 D
2025-02-07 ANDRESKI PETER M Officer S-Sale D Class A Common Stock 2,332 349.62 815.3K 4,488 D
2025-02-03 ROTTENBERG JULIE B Officer M-Exempt A Class A Common Stock 2,572 80.82 207.9K 14,497 D
2025-02-03 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,620 80.82 696.7K 43,110 D
2025-01-28 WEBB MAYNARD G JR Director A-Award A Restricted Stock Units 777 0.00 777 D
2025-01-28 Rendle Linda J Director A-Award A Restricted Stock Units 777 0.00 777 D
2025-01-28 Murphy Pam Director A-Award A Class A Common Stock 777 0.00 2,576 D
2025-01-28 MORRISON DENISE M Director A-Award A Class A Common Stock 777 0.00 9,272 D
2025-01-28 List Teri Director A-Award A Class A Common Stock 777 0.00 777 D
2025-01-28 Laguarta Ramon Director A-Award A Class A Common Stock 777 0.00 6,409 D
2025-01-28 LUNDGREN JOHN F Director A-Award A Class A Common Stock 777 0.00 8,908 D
2025-01-28 Fernandez-Carbajal Francisco Javier Director A-Award A Class A Common Stock 777 0.00 32,376 D
2025-01-28 Crawford Kermit R Director A-Award A Restricted Stock Units 777 0.00 777 D
2025-01-28 CARNEY LLOYD Director A-Award A Class A Common Stock 777 0.00 3,368 D
2024-12-13 Taneja Rajat Officer S-Sale D Class A Common Stock 28,237 315.83 8.92M 232,112 D
2024-12-12 Taneja Rajat Officer S-Sale D Class A Common Stock 7,094 314.46 2.23M 260,349 D
2024-12-02 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 8,620 80.82 696.7K 47,930 D
2024-11-30 Taneja Rajat Officer A-Award A Performance Share Award 57,253 0.00 57,253 D
2024-11-30 ROTTENBERG JULIE B Officer M-Exempt D Performance Share Award 9,161 0.00 0 D
2024-11-30 MCINERNEY RYAN Director / Officer M-Exempt D Performance Share Award 61,147 0.00 0 D
2024-11-30 MAHON TULLIER KELLY Officer M-Exempt D Performance Share Award 32,292 0.00 0 D
2024-11-30 Fabara Paul D Officer F-InKind D Class A Common Stock 8,886 315.08 2.80M 26,413 D
2024-11-22 MCINERNEY RYAN Director / Officer G-Gift D Class A Common Stock 3,300 0.00 208,016 I
2024-11-22 Fabara Paul D Officer S-Sale D Class A Common Stock 2,171 307.97 668.6K 17,894 D
2024-11-19 Taneja Rajat Officer A-Award A Restricted Stock Units 10,823 0.00 10,823 D
2024-11-19 Suh Chris Officer A-Award A Employee Stock Option (Right to Buy) 30,590 311.85 9.54M 30,590 D
2024-11-19 ROTTENBERG JULIE B Officer M-Exempt A Class A Common Stock 830 0.00 6,723 D
2024-11-19 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 5,539 0.00 6,077 D
2024-11-19 MAHON TULLIER KELLY Officer M-Exempt D Restricted Stock Units 2,846 0.00 2,847 D
2024-11-19 Fabara Paul D Officer M-Exempt A Class A Common Stock 1,502 0.00 22,554 D
2024-11-19 ANDRESKI PETER M Officer A-Award A Employee Stock Option (Right to Buy) 2,379 311.85 741.9K 2,379 D
2024-11-01 ROTTENBERG JULIE B Officer M-Exempt A Class A Common Stock 2,572 80.82 207.9K 8,465 D
2024-11-01 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,620 80.82 696.7K 68,970 D
2024-10-01 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 8,620 80.82 696.7K 9,158 D
2024-09-03 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 8,620 80.82 696.7K 9,158
2024-08-29 ROTTENBERG JULIE B Officer M-Exempt A Class A Common Stock 2,572 80.82 207.9K 8,465
2024-08-29 MCINERNEY RYAN Director / Officer S-Sale D Class A Common Stock 8,620 275.00 2.37M 538
2024-08-16 MAHON TULLIER KELLY Officer M-Exempt A Class A Common Stock 27,707 80.82 2.24M 69,481
2024-08-15 Suh Chris Officer M-Exempt D Restricted Stock Units 15,288 0.00 30,578
2024-05-15 Fabara Paul D Officer S-Sale D Class A Common Stock 25,293 277.15 7.01M 17,894
2024-04-26 CARNEY LLOYD Director S-Sale D Class A Common Stock 909 275.55 250.5K 2,591
2024-04-01 MCINERNEY RYAN Director / Officer S-Sale D Class A Common Stock 8,200 280.36 2.30M 538
2024-03-01 MCINERNEY RYAN Director / Officer S-Sale D Class A Common Stock 8,150 283.20 2.31M 538
2024-02-15 MCINERNEY RYAN Director / Officer M-Exempt D Restricted Stock Units 1,092 0.00 2,184
2024-02-15 ANDRESKI PETER M Officer M-Exempt A Class A Common Stock 1,429 0.00 6,327
2024-02-07 ANDRESKI PETER M Officer S-Sale D Class A Common Stock 2,615 278.88 729.3K 4,898
2024-02-01 MCINERNEY RYAN Director / Officer S-Sale D Class A Common Stock 8,150 273.39 2.23M 0
2024-01-23 WEBB MAYNARD G JR Director A-Award A Restricted Stock Units 958 0.00 958
2024-01-23 Rendle Linda J Director A-Award A Restricted Stock Units 958 0.00 958
2024-01-23 Murphy Pam Director A-Award A Class A Common Stock 958 0.00 1,799
2024-01-23 MORRISON DENISE M Director A-Award A Class A Common Stock 958 0.00 8,495
2024-01-23 List Teri Director A-Award A Class A Common Stock 958 0.00 2,889
2024-01-23 Laguarta Ramon Director A-Award A Class A Common Stock 958 0.00 5,632
2024-01-23 LUNDGREN JOHN F Director A-Award A Class A Common Stock 958 0.00 8,131
2024-01-23 Fernandez-Carbajal Francisco Javier Director A-Award A Class A Common Stock 958 0.00 31,599
2024-01-23 Crawford Kermit R Director A-Award A Restricted Stock Units 958 0.00 958
2024-01-23 CARNEY LLOYD Director A-Award A Class A Common Stock 958 0.00 3,500
2024-01-19 Taneja Rajat Officer M-Exempt D Employee Stock Option (Right to Buy) 36,546 80.82 2.95M 0
2024-01-15 KELLY ALFRED F JR Director / Officer M-Exempt D Restricted Stock Units 576 0.00 0
2024-01-02 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,150 80.15 653.2K 24,500
2024-01-01 KELLY ALFRED F JR Director / Officer M-Exempt A Class A Common Stock 6,678 0.00 208,032
2023-12-13 Taneja Rajat Officer S-Sale D Class A Common Stock 25,000 260.04 6.50M 232,112
2023-12-04 Taneja Rajat Officer S-Sale D Class A Common Stock 27,679 256.49 7.10M 232,112
2023-12-01 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,150 80.15 653.2K 32,650
2023-12-01 KELLY ALFRED F JR Director / Officer M-Exempt A Class A Common Stock 6,678 0.00 204,755
2023-11-30 Taneja Rajat Officer M-Exempt A Class A Common Stock 54,897 0.00 287,009
2023-11-30 MCINERNEY RYAN Director / Officer F-InKind D Class A Common Stock 28,668 256.68 7.36M 37,235
2023-11-30 MAHON TULLIER KELLY Officer M-Exempt D Performance Share Award 22,724 0.00 0
2023-11-30 KELLY ALFRED F JR Director / Officer M-Exempt D Performance Share Award 92,244 0.00 0
2023-11-30 Fabara Paul D Officer A-Award A Performance Share Award 17,212 0.00 17,212
2023-11-22 Taneja Rajat Officer S-Sale D Class A Common Stock 7,811 253.17 1.98M 232,112
2023-11-19 Taneja Rajat Officer M-Exempt A Class A Common Stock 4,941 0.00 247,137
2023-11-19 Suh Chris Officer A-Award A Employee Stock Option (Right to Buy) 35,970 249.56 8.98M 35,970
2023-11-19 ROTTENBERG JULIE B Officer A-Award A Employee Stock Option (Right to Buy) 13,988 249.56 3.49M 13,988
2023-11-19 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 5,159 0.00 5,159
2023-11-19 MAHON TULLIER KELLY Officer M-Exempt D Restricted Stock Units 2,846 0.00 5,693
2023-11-19 KELLY ALFRED F JR Director / Officer M-Exempt D Restricted Stock Units 8,230 0.00 0
2023-11-19 Fabara Paul D Officer M-Exempt A Class A Common Stock 1,536 0.00 34,003
2023-11-19 ANDRESKI PETER M Officer M-Exempt D Restricted Stock Units 593 0.00 1,186
2023-11-17 Taneja Rajat Officer M-Exempt A Class A Common Stock 9,200 80.82 743.5K 241,312
2023-11-02 MCINERNEY RYAN Director / Officer M-Exempt A Class A Common Stock 8,150 80.15 653.2K 8,150
2023-11-01 KELLY ALFRED F JR Director / Officer M-Exempt A Class A Common Stock 25,000 80.82 2.02M 179,854
2023-10-16 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,150 80.15 653.2K 48,950
2023-09-13 Taneja Rajat Officer S-Sale D Class A Common Stock 15,800 250.01 3.95M 232,112
2023-09-01 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,150 80.15 653.2K 57,100
2023-08-15 Suh Chris Officer A-Award A Restricted Stock Units 45,866 0.00 45,866
2023-08-15 ANDRESKI PETER M Officer A-Award A Restricted Stock Units 8,339 0.00 8,339
2023-08-01 Suh Chris Officer D Class A Common Stock 0 0.00 0
2023-08-01 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,150 80.15 653.2K 65,250
2023-07-11 Taneja Rajat Officer M-Exempt D Employee Stock Option (Right to Buy) 22,700 80.82 1.83M 86,546
2023-07-11 MCINERNEY RYAN Director / Officer S-Sale D Class A Common Stock 425 240.00 102.0K 0
2023-07-05 Taneja Rajat Officer M-Exempt A Class A Common Stock 2,300 80.82 185.9K 234,412
2023-07-05 MCINERNEY RYAN Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 24,025 80.15 1.93M 73,825
2023-05-15 Murphy Pam Director A-Award A Class A Common Stock 841 0.00 841
2023-05-01 PRABHU VASANT M Officer S-Sale D Class A Common Stock 13,343 234.26 3.13M 73,638
2023-05-01 MAHON TULLIER KELLY Officer M-Exempt A Class A Common Stock 27,706 80.82 2.24M 80,820
2023-05-01 KELLY ALFRED F JR Director / Officer S-Sale D Class A Common Stock 7,500 232.87 1.75M 154,854
2023-04-28 PRABHU VASANT M Officer S-Sale D Class A Common Stock 40,000 231.36 9.25M 73,638
2023-04-28 CARNEY LLOYD Director S-Sale D Class A Common Stock 1,288 232.97 300.1K 2,542
2023-04-27 PRABHU VASANT M Officer S-Sale D Class A Common Stock 19,422 229.04 4.45M 73,638
2023-04-10 Murphy Pam Director D Class A Common Stock 0 0.00 0
2023-03-06 KELLY ALFRED F JR Director / Officer M-Exempt A Class A Common Stock 23,000 109.82 2.53M 220,354
2023-02-24 ROTTENBERG JULIE B Officer S-Sale D Class A Common Stock 13,394 219.00 2.93M 4,583
2023-02-15 MCINERNEY RYAN Officer A-Award A Restricted Stock Units 3,276 0.00 3,276
2023-02-15 ANDRESKI PETER M Officer M-Exempt D Restricted Stock Units 1,429 0.00 1,429
2023-02-03 Taneja Rajat Officer M-Exempt D Employee Stock Option (Right to Buy) 61,721 53.64 3.31M 0
2023-01-24 WEBB MAYNARD G JR Director A-Award A Restricted Stock Units 1,050 0.00 1,050
2023-01-24 Rendle Linda J Director A-Award A Restricted Stock Units 1,050 0.00 1,050
2023-01-24 MORRISON DENISE M Director A-Award A Class A Common Stock 1,050 0.00 7,511
2023-01-24 MATSCHULLAT ROBERT W Director A-Award A Class A Common Stock 1,050 0.00 28,284
2023-01-24 List Teri Director A-Award A Class A Common Stock 1,050 0.00 1,931
2023-01-24 Laguarta Ramon Director A-Award A Class A Common Stock 1,050 0.00 4,674
2023-01-24 LUNDGREN JOHN F Director A-Award A Class A Common Stock 1,050 0.00 7,173
2023-01-24 Fernandez-Carbajal Francisco Javier Director A-Award A Class A Common Stock 1,050 0.00 30,641
2023-01-24 Crawford Kermit R Director A-Award A Class A Common Stock 1,050 0.00 1,600
2023-01-24 CRANSTON MARY B Director A-Award A Class A Common Stock 1,050 0.00 1,050
2023-01-24 CARNEY LLOYD Director A-Award A Class A Common Stock 1,050 0.00 3,830
2023-01-15 KELLY ALFRED F JR Officer M-Exempt A Class A Common Stock 576 0.00 171,905
2023-01-09 MCINERNEY RYAN Officer M-Exempt A Class A Common Stock 58,197 220.00 12.80M 58,197
2022-12-02 Taneja Rajat Officer M-Exempt A Class A Common Stock 10,000 53.64 536.4K 257,739
2022-12-01 Taneja Rajat Officer S-Sale D Class A Common Stock 40,457 216.96 8.78M 247,739
2022-11-30 Taneja Rajat Officer M-Exempt A Class A Common Stock 30,995 0.00 303,564
2022-11-30 PRABHU VASANT M Officer M-Exempt A Class A Common Stock 26,346 0.00 106,123
2022-11-30 MCINERNEY RYAN Officer M-Exempt D Performance Share Award 32,545 0.00 0
2022-11-30 MAHON TULLIER KELLY Officer A-Award A Performance Share Award 12,398 0.00 12,398
2022-11-30 KELLY ALFRED F JR Officer M-Exempt D Performance Share Award 56,566 0.00 0
2022-11-30 Fabara Paul D Officer M-Exempt A Class A Common Stock 9,686 0.00 37,413
2022-11-30 CARNEY LLOYD Director S-Sale D Class A Common Stock 1,060 209.15 221.7K 2,780
2022-11-28 KELLY ALFRED F JR Officer G-Gift D Class A Common Stock 23,146 0.00 143,582
2022-11-19 Taneja Rajat Officer M-Exempt A Class A Common Stock 4,898 0.00 274,423
2022-11-19 ROTTENBERG JULIE B Officer M-Exempt D Restricted Stock Units 794 0.00 0
2022-11-19 PRABHU VASANT M Officer M-Exempt D Restricted Stock Units 3,876 0.00 0
2022-11-19 MCINERNEY RYAN Officer M-Exempt A Class A Common Stock 5,538 0.00 15,485
2022-11-19 MAHON TULLIER KELLY Officer M-Exempt A Class A Common Stock 2,925 0.00 49,791
2022-11-19 KELLY ALFRED F JR Officer A-Award A Employee Stock Option (Right to Buy) 93,819 0.00 93,819
2022-11-19 Fabara Paul D Officer F-InKind D Class A Common Stock 2,318 210.80 488.6K 27,727
2022-11-19 ANDRESKI PETER M Officer M-Exempt A Class A Common Stock 493 0.00 5,352
2022-10-15 Crawford Kermit R Director A-Award A Class A Common Stock 411 0.00 550

Executive team

Top executives
EBIT / Employee
860.5K
Shares Outstanding
1.92B

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ryan Mclnerney Chief Executive Officer 1.51M 18.72M 5.69M 5.25M 394.1K 31.56M 77.35%
2 2025 Rajat Taneja President, Technology 1.20M 14.69M 3.37M 3.36M 41.4K 22.67M 79.68%
3 2025 Kelly Mahon Tullier Vice Chair, Chief People and Corporate Affairs Officer 903.5K 9.51M 1.88M 2.21M 59.2K 14.55M 78.23%
4 2025 Chris Suh Chief Financial Officer 903.5K 5.85M 2.25M 2.21M 40.0K 11.25M 72.01%
5 2025 Paul Fabara Chief Risk and Client Services Officer 803.1K 5.83M 1.25M 1.79M 38.7K 9.72M 72.89%
6 2024 Ryan Mclnerney Chief Executive Officer 1.46M 15.30M 4.94M 3.99M 315.5K 26.00M 77.85%
7 2024 Rajat Taneja President, Technology 1.20M 13.23M 3.13M 2.64M 44.3K 20.25M 80.79%
8 2024 Alfred F. Kelly, Jr. Former Executive Chairman and Senior Advisor 476.0K 15.01M 1.18M 507.9K 17.17M 87.41%
9 2024 Kelly Mahon Tullier Vice Chair, Chief People and Corporate Affairs Officer 903.5K 8.59M 1.87M 1.73M 78.5K 13.18M 79.40%
10 2024 Chris Suh Chief Financial Officer 903.5K 3.83M 2.25M 1.73M 61.9K 8.78M 69.26%
11 2024 Paul Fabara Chief Risk and Client Services Officer 803.1K 4.98M 1.12M 1.41M 39.3K 8.35M 73.06%
12 2023 Alfred F. Kelly, Jr. Former Executive Chairman and Senior Advisor 1.35M 16.42M 6.58M 5.06M 310.7K 29.72M 77.38%
13 2023 Alfred F. Kelly, Jr. Executive Chairman 1.35M 16.42M 6.58M 5.06M 310.7K 29.72M 77.38%
14 2023 Ryan McInerney Chief Executive Officer 1.37M 11.59M 4.13M 5.25M 274.6K 22.60M 69.51%
15 2023 Ryan Mclnerney Chief Executive Officer 1.37M 11.59M 4.13M 5.25M 274.6K 22.60M 69.51%
16 2023 Vasant Prabhu Former Vice Chair, Chief Financial Officer 1.10M 7.47M 2.83M 3.30M 6.83M 21.53M 47.85%
17 2023 Rajat Taneja President, Technology 1.20M 11.41M 3.82M 3.60M 37.9K 20.06M 75.88%
18 2023 Chris Suh Chief Financial Officer 207.7K 3.50M 11.00M 537.2K 20.8K 15.27M 72.06%
19 2023 Kelly Mahon Tullier Vice Chair, Chief People and Corporate Affairs Officer 900.0K 6.99M 2.14M 2.36M 45.8K 12.44M 73.40%
20 2023 Paul Fabara Chief Risk and Client Services Officer 800.0K 4.10M 1.16M 1.80M 37.1K 7.90M 66.62%
21 2023 Paul Fabara Chief Risk Officer 800.0K 4.10M 1.16M 1.80M 37.1K 7.90M 66.62%
22 2022 Alfred F. Kelly, Jr. Executive Chairman 1.56M 14.78M 5.33M 6.20M 240.0K 28.10M 71.55%
23 2022 Alfred F. Kelly, Jr. Former Executive Chairman and Senior Advisor 1.56M 14.78M 5.33M 6.20M 240.0K 28.10M 71.55%
24 2022 Alfred F. Kelly, Jr. Chairman and Chief Executive Officer 1.56M 14.78M 5.33M 6.20M 240.0K 28.10M 71.55%
25 2022 Ryan McInerney President 1.10M 9.11M 3.34M 3.52M 31.9K 17.11M 72.78%
26 2022 Ryan Mclnerney Chief Executive Officer 1.10M 9.11M 3.34M 3.52M 31.9K 17.11M 72.78%
27 2022 Ryan McInerney Chief Executive Officer 1.10M 9.11M 3.34M 3.52M 31.9K 17.11M 72.78%
28 2022 Rajat Taneja President, Technology 1.10M 8.59M 3.12M 3.52M 22.0K 16.36M 71.59%
29 2022 Vasant Prabhu Vice Chair, Chief Financial Officer 1.10M 7.26M 2.62M 3.52M 24.4K 14.54M 68.02%
30 2022 Vasant Prabhu Former Vice Chair, Chief Financial Officer 1.10M 7.26M 2.62M 3.52M 24.4K 14.54M 68.02%
31 2022 Kelly Mahon Tullier Vice Chair, Chief People and Corporate Affairs Officer 853.3K 4.32M 1.76M 2.38M 30.5K 9.34M 65.07%
32 2022 Kelly Mahon Tullier Vice Chair, Chief People and Administrative Officer 853.3K 4.32M 1.76M 2.38M 30.5K 9.34M 65.07%
33 2021 Alfred F. Kelly, Jr. Chairman and Chief Executive Officer 1.55M 17.68M 5.13M 6.40M 188.1K 30.94M 73.70%
34 2021 Alfred F. Kelly, Jr. Executive Chairman 1.55M 17.68M 5.13M 6.40M 188.1K 30.94M 73.70%
35 2021 Ryan McInerney Chief Executive Officer 1.10M 9.85M 3.21M 3.63M 30.1K 17.82M 73.28%
36 2021 Ryan McInerney President 1.10M 9.85M 3.21M 3.63M 30.1K 17.82M 73.28%
37 2021 Rajat Taneja President, Technology 1.10M 9.33M 3.05M 3.63M 22.2K 17.13M 72.26%
38 2021 Vasant Prabhu Vice Chair, Chief Financial Officer 1.10M 8.19M 2.62M 3.63M 32.4K 15.57M 69.42%
39 2021 Vasant Prabhu Former Vice Chair, Chief Financial Officer 1.10M 8.19M 2.62M 3.63M 32.4K 15.57M 69.42%
40 2021 Kelly Mahon Tullier Vice Chair, Chief People and Administrative Officer 779.5K 4.12M 1.26M 1.98M 39.5K 8.18M 65.79%
41 2021 Kelly Mahon Tullier Vice Chair, Chief People and Corporate Affairs Officer 779.5K 4.12M 1.26M 1.98M 39.5K 8.18M 65.79%
42 2020 Alfred F. Kelly, Jr. Chairman and Chief Executive Officer 1.55M 17.03M 4.56M 3.10M 125.7K 26.36M 81.89%
43 2020 Paul Fabara Executive Vice President and Chief Risk Officer 750.0K 9.13M 3.38M 900.0K 8.90M 23.06M 54.25%
44 2020 Ryan McInerney President 1.10M 9.44M 2.62M 1.76M 30.3K 14.96M 80.67%
45 2020 Rajat Taneja President, Technology 1.10M 8.94M 2.50M 1.76M 22.6K 14.32M 79.87%
46 2020 Vasant M. Prabhu Vice Chairman and Chief Financial Officer 1.10M 8.04M 2.12M 1.76M 25.1K 13.05M 77.89%
47 2020 Vasant Prabhu Vice Chair, Chief Financial Officer 1.10M 8.04M 2.12M 1.76M 25.1K 13.05M 77.89%
48 2020 Kelly Mahon Tullier Vice Chair, Chief People and Administrative Officer 725.0K 4.06M 1.00M 913.5K 31.4K 6.73M 75.17%
49 2019 Alfred F. Kelly, Jr. Chairman and Chief Executive Officer 1.40M 14.25M 4.31M 4.27M 36.8K 24.27M 76.48%
50 2019 Ryan McInerney President 900.0K 7.13M 1.83M 2.20M 34.2K 12.09M 74.11%
51 2019 Rajat Taneja President, Technology 900.0K 6.98M 1.71M 2.20M 24.2K 11.81M 73.58%
52 2019 Vasant Prabhu Vice Chair, Chief Financial Officer 1.00M 6.49M 1.63M 2.44M 28.2K 11.59M 70.07%
53 2019 Vasant M. Prabhu Vice Chairman and Chief Financial Officer 1.00M 6.49M 1.63M 2.44M 28.2K 11.59M 70.07%
54 2019 Kelly Mahon Tullier Executive Vice President, General Counsel and Corporate Secretary 675.0K 3.58M 950.0K 1.11M 24.8K 6.34M 71.44%
55 2019 Kelly Mahon Tullier Vice Chair, Chief People and Administrative Officer 675.0K 3.58M 950.0K 1.11M 24.8K 6.34M 71.44%
56 2018 Alfred F. Kelly, Jr. Chief Executive Officer 1.30M 8.69M 3.50M 5.97M 26.4K 19.49M 62.55%
57 2018 Alfred F. Kelly, Jr. Chairman and Chief Executive Officer 1.30M 8.69M 3.50M 5.97M 26.4K 19.49M 62.55%
58 2018 Ryan McInerney President 900.0K 6.78M 2.25M 3.33M 24.9K 13.29M 67.95%
59 2018 Rajat Taneja Executive Vice President, Technology and Operations 900.0K 6.80M 2.13M 3.31M 19.5K 13.15M 67.87%
60 2018 Rajat Taneja President, Technology 900.0K 6.80M 2.13M 3.31M 19.5K 13.15M 67.87%
61 2018 Vasant M. Prabhu Executive Vice President and Chief Financial Officer 1.00M 5.85M 2.00M 3.70M 17.7K 12.57M 62.44%
62 2018 Vasant M. Prabhu Vice Chairman and Chief Financial Officer 1.00M 5.85M 2.00M 3.70M 17.7K 12.57M 62.44%
63 2018 Kelly Mahon Tullier Executive Vice President, General Counsel and Corporate Secretary 675.0K 3.08M 1,000.0K 1.64M 35.3K 6.42M 63.46%
64 2017 Alfred F. Kelly, Jr. Chief Executive Officer 1.15M 11.88M 2.75M 5.88M 75.4K 21.73M 67.33%
65 2017 Alfred F. Kelly, Jr. Chairman and Chief Executive Officer 1.15M 11.88M 2.75M 5.88M 75.4K 21.73M 67.33%
66 2017 Rajat Taneja President, Technology 750.0K 4.58M 1.55M 2.82M 19.2K 9.71M 63.05%
67 2017 Rajat Taneja Executive Vice President, Technology and Operations 750.0K 4.58M 1.55M 2.82M 19.2K 9.71M 63.05%
68 2017 Ryan McInerney President 750.0K 4.36M 1.44M 2.84M 23.3K 9.42M 61.60%
69 2017 Vasant M. Prabhu Vice Chairman and Chief Financial Officer 850.0K 3.02M 1.39M 3.22M 17.4K 8.49M 51.86%
70 2017 Vasant M. Prabhu Executive Vice President and Chief Financial Officer 850.0K 3.02M 1.39M 3.22M 17.4K 8.49M 51.86%
71 2017 Kelly Mahon Tullier Executive Vice President, General Counsel and Corporate Secretary 600.0K 1.96M 770.0K 1.35M 24.9K 4.71M 58.00%
72 2017 Charles W. Scharf Former Chief Executive Officer 357.4K 4.28M 12.8K 4.65M 92.03%
73 2016 Charles W. Scharf Former Chief Executive Officer 1.25M 9.17M 2.87M 3.09M 57.8K 16.44M 73.27%
74 2016 Charles W. Scharf Chief Executive Officer 1.25M 9.17M 2.87M 3.09M 57.8K 16.44M 73.27%
75 2016 Vasant M. Prabhu Executive Vice President and Chief Financial Officer 850.0K 3.13M 1.76M 1.03M 1.23M 140.3K 8.13M 34.28%
76 2016 Ryan McInerney President 750.0K 3.98M 1.48M 1.15M 38.1K 7.40M 73.77%
77 2016 Rajat Taneja Executive Vice President, Technology 750.0K 3.61M 1.60M 960.9K 34.1K 6.95M 74.91%
78 2016 Rajat Taneja Executive Vice President, Technology and Operations 750.0K 3.61M 1.60M 960.9K 34.1K 6.95M 74.91%
79 2016 Ellen Richey Vice Chairman, Risk and Public Policy 600.0K 1.92M 577.5K 712.5K 168.8K 3.98M 62.77%
80 2015 Vasant M. Prabhu Executive Vice President and Chief Financial Officer 547.6K 6.88M 7.50M 1.08M 993.7K 17.00M 44.12%
81 2015 Charles W. Scharf Chief Executive Officer 1.00M 5.22M 2.25M 3.31M 56.5K 11.84M 63.12%
82 2015 Charles W. Scharf Former Chief Executive Officer 1.00M 5.22M 2.25M 3.31M 56.5K 11.84M 63.12%
83 2015 Ryan McInerney President 750.0K 1.95M 928.2K 1.50M 35.3K 5.16M 55.77%
84 2015 Byron Pollitt Former Executive Vice President and Chief Financial Officer 500.0K 3.37M 708.8K 121.5K 4.70M 86.79%
85 2015 Rajat Taneja Executive Vice President, Technology 750.0K 1.50M 872.0K 1.26M 30.5K 4.41M 53.68%
86 2015 Rajat Taneja Executive Vice President, Technology and Operations 750.0K 1.50M 872.0K 1.26M 30.5K 4.41M 53.68%
87 2015 Ellen Richey Vice Chairman, Risk and Public Policy 600.0K 1.64M 448.7K 992.1K 97.2K 3.78M 55.34%
88 2014 Rajat Taneja Executive Vice President, Technology 639.4K 2.00M 8.25M 2.75M 762.3K 33.9K 14.44M 76.20%
89 2014 Charles W. Scharf Chief Executive Officer 950.0K 2.51M 1.48M 2.50M 252.0K 7.69M 51.87%
90 2014 Byron Pollitt Former Executive Vice President and Chief Financial Officer 750.0K 3.68M 984.4K 897.5K 263.9K 6.57M 70.93%
91 2014 Ryan McInerney President 750.0K 659.4K 390.6K 1.18M 901.1K 3.88M 27.04%
92 2013 Charles W. Scharf Chief Executive Officer 870.9K 13.00M 6.00M 3.57M 806.6K 24.25M 78.34%
93 2013 Byron Pollitt Former Executive Vice President and Chief Financial Officer 683.4K 4.39M 950.0K 1.41M 143.0K 7.58M 70.48%
94 2013 Ryan McInerney President 250.0K 1.02M 4.27M 1.09M 564.4K 207.3K 7.39M 72.44%
95 2012 Joseph W. Saunders Chairman and Chief Executive Officer 950.0K 2.34M 1.37M 4.21M 827.1K 9.70M 38.23%
96 2012 Elizabeth Buse Group President – APCEMEA 525.0K 3.53M 312.5K 931.6K 1.27M 6.57M 58.51%
97 2012 Byron H. Pollitt Chief Financial Officer 650.0K 3.07M 625.0K 1.44M 331.8K 6.11M 60.36%
98 2012 William M. Sheedy Group President – Americas 525.0K 3.53M 312.5K 931.6K 733.8K 6.04M 63.71%
99 2012 John M. Partridge President 750.0K 1.47M 862.5K 1.82M 684.3K 5.58M 41.78%
100 2011 Joseph W. Saunders Chairman and Chief Executive Officer 950.0K 5.17M 1.65M 3.12M 938.3K 11.82M 57.68%
101 2011 John M. Partridge President 750.0K 3.13M 1,000.0K 1.48M 1.04M 7.40M 55.85%
102 2011 Byron H. Pollitt Chief Financial Officer 650.0K 2.19M 700.0K 1.07M 362.0K 4.97M 58.19%
103 2011 William M. Sheedy Group President - Americas 525.0K 1.10M 350.0K 688.8K 570.5K 3.23M 44.76%
104 2011 William M. Sheedy Group President – Americas 525.0K 1.10M 350.0K 688.8K 570.5K 3.23M 44.76%
105 2011 Joshua R. Floum General Counsel 555.0K 1.10M 350.0K 728.2K 311.4K 3.04M 47.56%
106 2010 Joseph W. Saunders Chairman and Chief Executive Officer 950.0K 3.46M 3.28M 4.20M 1.02M 12.91M 52.18%
107 2010 John M. Partridge President 750.0K 2.11M 2.00M 1.99M 2.29M 9.14M 44.93%
108 2010 Byron H. Pollitt Chief Financial Officer 650.0K 1.58M 1.50M 1.45M 324.0K 5.50M 55.96%
109 2010 John C. (Hans) Morris Former President 187.5K 2.11M 2.00M 171.7K 4.47M 91.96%
110 2010 Joshua R. Floum General Counsel 555.0K 790.0K 750.0K 980.0K 257.9K 3.33M 46.21%
111 2010 William M. Sheedy Group Executive- Americas 525.0K 790.0K 750.0K 935.0K 44.3K 3.04M 50.58%
112 2010 William M. Sheedy Group President – Americas 525.0K 790.0K 750.0K 935.0K 44.3K 3.04M 50.58%
113 2010 William M. Sheedy Group President - Americas 525.0K 790.0K 750.0K 935.0K 44.3K 3.04M 50.58%
114 2009 Joseph W. Saunders Chairman and Chief Executive Officer 950.0K 3.56M 3.56M 4.25M 845.4K 13.17M 54.11%
115 2009 John C. (Hans) Morris Former President 750.0K 2.80M 2.80M 1.81M 4.38M 12.54M 44.65%
116 2009 John M. Partridge President 750.0K 2.25M 2.25M 2.00M 1.53M 8.78M 51.25%
117 2009 John M. Partridge Chief Operating Officer 750.0K 1.39M 2.28M 2.00M 1.53M 7.95M 46.18%
118 2009 Byron H. Pollitt Chief Financial Officer 650.0K 297.2K 1.50M 1.50M 1.18M 300.3K 5.43M 55.29%
119 2009 William M. Sheedy Group President - Americas 525.0K 737.5K 737.5K 778.6K 678.0K 3.46M 42.67%
120 2009 William M. Sheedy Group Executive- Americas 525.0K 737.5K 737.5K 778.6K 678.0K 3.46M 42.67%
121 2009 Joshua R. Floum General Counsel 555.0K 725.0K 725.0K 1.07M 257.9K 3.33M 43.49%
122 2009 Joshua R. Floum General Counsel and Corporate Secretary 555.0K 510.2K 931.3K 1.07M 257.9K 3.33M 43.35%
123 2008 Joseph W. Saunders Chairman and Chief Executive Officer 950.0K 1.90M 475.0K 11.00M 2.77M 881.3K 17.97M 63.84%
124 2008 John M. Partridge President 750.0K 787.5K 722.2K 5.40M 1.24M 2.04M 10.93M 56.00%
125 2008 Joseph W. Saunders Chairman & Chief Executive Officer 950.0K 1.90M 336.7K 3.27M 2.77M 881.3K 10.11M 35.72%
126 2008 John C. (Hans) Morris Former President 750.0K 787.5K 6.00M 1.36M 363.6K 9.26M 64.77%
127 2008 John M. Partridge Chief Operating Officer 750.0K 787.5K 511.9K 1.45M 1.24M 2.04M 6.78M 29.01%
128 2008 Byron H. Pollitt Chief Financial Officer 650.0K 955.0K 3.25M 845.0K 100.6K 5.80M 56.03%
129 2008 John C. (Hans) Morris President 750.0K 787.5K 1.62M 1.36M 363.6K 4.88M 33.12%
130 2008 Joshua R. Floum General Counsel 555.0K 388.5K 445.9K 2.40M 242.5K 144.4K 4.18M 68.14%
131 2008 William M. Sheedy Group Executive- Americas 475.0K 249.4K 354.8K 1.45M 91.5K 320.6K 2.76M 65.43%
132 2008 Joshua R. Floum General Counsel and Corporate Secretary 555.0K 388.5K 316.1K 646.4K 242.5K 144.4K 2.29M 41.98%
133 2007 Joseph W. Saunders Chairman & Chief Executive Officer 804.5K 10.23M 112.3K 11.15M 0.00%
134 2007 Joseph W. Saunders Chairman and Chief Executive Officer 804.5K 10.23M 112.3K 11.15M 0.00%
135 2007 John M. Partridge Chief Operating Officer 635.4K 1.17M 3.17M 605.1K 5.58M 0.00%
136 2007 John C. (Hans) Morris President 145.2K 3.34M 12.3K 3.50M 0.00%
137 2007 John C. (Hans) Morris Former President 145.2K 3.34M 12.3K 3.50M 0.00%
138 2007 Joshua R. Floum General Counsel and Corporate Secretary 532.1K 445.9K 2.13M 157.0K 3.27M 0.00%
139 2007 Byron H. Pollitt Chief Financial Officer 27.1K 250.0K 277.1K 0.00%
140 2006 John M. Partridge Chief Operating Officer 625.0K 1.08M 2.58M 650.3K 4.93M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-08 DEFA14A
2025-12-08 DEF 14A
2025-11-26 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 4
2026-05-12 8-K
2026-05-12 8-A12G
2026-05-11 SC TO-I/A
2026-05-11 8-K
2026-05-11 425
2026-04-30 SC 13G
2026-04-30 4
2026-04-29 144
2026-04-29 10-Q

Executive team

NameTitleCompensationGender
Ryan McInerney CEO & Director 7M male
Rajat Taneja President of Technology 5M male
Kelly Mahon Tullier Vice Chair, Chief People & Corporate Affairs Officer and Corporate Secretary 3M female
Christopher Suh Chief Financial Officer 3M male
Paul D. Fabara Chief Risk & Client Services Officer 3M male
Julie Rottenberg General Counsel female
Oliver Jenkyn Group President of Global Markets male
Peter Andreski Senior Vice President, Global Corporate Controller & Chief Accounting Officer male
Jennifer Como Head of Investor Relations female
Frank Cooper Chief Marketing Officer male
ESG Rating
B-
FINANCIAL - CREDIT SERVICES
Rank: 84 out of 88
2018
E (Environmental)
53.3 / 60.0
Company / Sector avg.
S (Social)
54.3 / 63.1
Company / Sector avg.
G (Governance)
64.6 / 59.1
Company / Sector avg.
ESG Total
57.4 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2026-01-15 2026-02-15 John Boozman AR Joint Purchase $1,001 - $15,000
2025-11-07 2026-01-27 Katie Britt AL Spouse Purchase $1,001 - $15,000
2025-04-14 2026-01-27 Katie Britt AL Spouse Purchase $1,001 - $15,000
2024-05-03 2024-06-14 Tommy Tuberville AL Joint Sale (Full) $1,001 - $15,000
2023-10-03 2023-11-01 Markwayne Mullin OK Joint Purchase $1,001 - $15,000
2023-09-13 2023-10-12 Markwayne Mullin OK Joint Purchase $15,001 - $50,000
2023-05-24 2023-06-15 Tommy Tuberville AL Joint Purchase $1,001 - $15,000
2023-01-11 2023-02-14 Tommy Tuberville AL Joint Sale (Partial) $1,001 - $15,000
2022-01-18 2022-02-03 Thomas R. Carper DE Spouse Purchase $1,001 - $15,000
2020-11-20 2021-05-17 Thomas R. Carper DE Spouse Purchase $1,001 - $15,000
2020-11-16 2020-12-03 Pat Roberts KS Spouse Purchase $15,001 - $50,000
2020-08-21 2020-09-08 Jerry Moran KS Spouse Sale (Full) $1,001 - $15,000
2020-04-14 2021-05-02 David Perdue Joint Sale (Full) $15,001 - $50,000
2020-04-13 2020-05-08 James Inhofe OK Self Sale (Partial) $50,001 - $100,000
2020-04-06 2020-05-05 Ron Wyden OR Spouse Purchase $15,001 - $50,000
2020-03-20 2020-03-28 Pat Roberts KS Spouse Purchase $15,001 - $50,000
2019-09-25 2020-08-05 Jerry Moran KS Spouse Purchase $1,001 - $15,000
2019-03-11 2019-04-17 Shelley Moore Capito WV Spouse Sale (Full) $1,001 - $15,000
2019-01-15 2019-01-17 James Inhofe OK Self Sale (Partial) $50,001 - $100,000
2018-05-03 2018-05-14 James Inhofe OK Self Sale (Partial) $15,001 - $50,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-04-27 2026-05-11 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2026-04-27 2026-05-08 David Taylor OH02 Purchase $1,001 - $15,000
2026-04-24 2026-05-28 Jonathan Jackson IL01 Joint Sale $50,001 - $100,000
2026-02-26 2026-03-09 David Taylor OH02 Purchase $1,001 - $15,000
2026-02-19 2026-03-12 Tony Wied WI08 Joint Purchase $50,001 - $100,000
2026-02-18 2026-03-17 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2026-02-09 2026-02-23 David Taylor OH02 Purchase $1,001 - $15,000
2026-01-16 2026-02-03 David Taylor OH02 Purchase $1,001 - $15,000
2025-12-03 2025-12-08 David Taylor OH02 Purchase $1,001 - $15,000
2025-11-12 2025-11-19 David Taylor OH02 Purchase $1,001 - $15,000
2025-11-05 2025-12-10 Rich McCormick Purchase $1,001 - $15,000
2025-10-24 2025-11-19 Byron Donalds FL19 Spouse Purchase $1,001 - $15,000
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-08-13 2025-09-03 David Taylor OH02 Purchase $1,001 - $15,000
2025-08-12 2025-09-08 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2025-08-01 2025-09-04 Tim Moore NC14 Sale $15,001 - $50,000
2025-08-01 2025-09-08 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2025-07-24 2026-01-13 Julia Letlow LA05 Purchase $1,001 - $15,000
2025-07-14 2025-08-12 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2025-06-26 2025-07-17 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits