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Victory Capital Holdings, Inc. (VCTR)
USD91.98
-0.26 (-0.28%)
US NASDAQ Financial Services Asset Management
Address
15935 La Cantera Parkway 78256
San Antonio, TX, US
San Antonio, TX, US
CEO
David Craig Brown
Website
vcm.com
IPO
2018-02-08
CIK 1570827 ISIN US92645B1035
Description
Victory Capital Holdings, Inc. operates as a global asset management enterprise, along with its various subsidiaries. The firm provides an extensive suite of services, encompassing investment advisory, fund administration, compliance, transfer agent functions, and fund distribution. It tailors sophisticated investment strategies for a wide array of clients, including institutions, financial intermediaries, retirement plan sponsors, and individual investors. By December 31, 2021, its platform of franchises and solutions oversaw 130 unique investment strategies, serving a diverse base of institutional, retail, and direct clients. Additionally, Victory Capital Holdings has formed a strategic alliance with Xavier University of Louisiana. The company was established in 2013 and is headquartered in San Antonio, Texas.
News Sentiment (7d)
Based on only 2 articles — low confidence
- Victory Capital: Multiple Avenues Of Growth Seeking Alpha
- Will Victory Capital (VCTR) Beat Estimates Again in Its Next Earnings Report? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD91.98
-0.26 (-0.28%)
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Volume Profile
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Liquidity & share structure
Average Volume
512.4K
Beta
1.11
Float Shares
45.66M
Free Float %
71.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.59% | -1.64% | +26.61% | +13.65% | +35.06% | +36.04% | +36.85% | +185.53% | +213.94% | +639.91% | +639.91% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (13 ratings, all time)
Buy
Price Targets & DCF
Current price
91.98
Low
76.00
-17.4%
Consensus
81.67
-11.2%
Median
84.00
-8.7%
High
85.00
-7.6%
DCF (Unlevered)
156.02
+69.6%
DCF (Levered)
146.34
+59.1%
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)
33% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
75.00
-18.5%
|
| Last Quarter | 3 |
78.00
-15.2%
|
| Last Year | 9 |
72.56
-21.1%
|
| All Time | 25 |
56.06
-39.1%
|
Quality scores
Altman Z-Score
3.09
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+46.2% ★ Q1'26: +76.9% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-6.9% Q1'26: +38.5% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+23.1% Q1'26: +30.9% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+37.8% Q1'26: +41.8% (vs Q1'25)
-
ROIC Asset Management: +6.5%+11.5% ★ Q1'26: +14.9% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+0.7% Q1'26: -0.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.71× Q1'26: 1.38× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 4 EPS Ana. |
Dec 2027 5 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
409.63M
est: 409.90M (-0.1%)
|
413.41M
est: 403.21M (+2.5%)
|
612.37M
est: 611.35M (+0.2%)
|
775.35M
est: 775.06M (+0.0%)
|
890.27M
est: 891.48M (-0.1%)
|
854.80M
est: 852.57M (+0.3%)
|
821.03M
est: 850.96M (-3.5%)
|
893.48M
est: 891.04M (+0.3%)
|
1.31B
est: 1.30B (+0.1%)
|
1.50B
1.49B – 1.52B
+14.8% YoY
|
1.57B
1.52B – 1.62B
+4.9% YoY
|
1.58B
1.55B – 1.62B
+0.5% YoY
|
| EBITDA |
115.45M
est: 196.61M (-41.3%)
|
129.56M
est: 124.61M (+4.0%)
|
182.96M
est: 177.80M (+2.9%)
|
328.94M
est: 310.96M (+5.8%)
|
391.80M
est: 374.27M (+4.7%)
|
440.14M
est: 413.22M (+6.5%)
|
394.32M
est: 409.71M (-3.8%)
|
481.37M
est: 429.01M (+12.2%)
|
565.96M
est: 628.01M (-9.9%)
|
721.21M
716.37M – 730.89M
+14.8% YoY
|
756.78M
732.52M – 781.04M
+4.9% YoY
|
760.83M
744.16M – 780.50M
+0.5% YoY
|
| EBIT |
85.54M
est: 182.07M (-53.0%)
|
106.29M
est: 112.79M (-5.8%)
|
159.09M
est: 159.81M (-0.5%)
|
312.56M
est: 297.03M (+5.2%)
|
372.96M
est: 356.53M (+4.6%)
|
396.94M
est: 397.78M (-0.2%)
|
352.67M
est: 373.63M (-5.6%)
|
451.19M
est: 391.23M (+15.3%)
|
493.11M
est: 572.71M (-13.9%)
|
657.70M
653.29M – 666.53M
+14.8% YoY
|
690.14M
668.02M – 712.26M
+4.9% YoY
|
693.84M
678.63M – 711.78M
+0.5% YoY
|
| Net Income |
25.83M
est: 79.03M (-67.3%)
|
63.70M
est: 62.46M (+2.0%)
|
92.49M
est: 89.85M (+2.9%)
|
212.52M
est: 200.48M (+6.0%)
|
278.39M
est: 265.46M (+4.9%)
|
275.51M
est: 293.61M (-6.2%)
|
213.16M
est: 237.16M (-10.1%)
|
288.86M
est: 349.19M (-17.3%)
|
330.06M
est: 413.20M (-20.1%)
|
460.59M
450.79M – 470.39M
+11.5% YoY
|
498.79M
485.88M – 511.70M
+8.3% YoY
|
540.30M
524.91M – 558.46M
+8.3% YoY
|
| SGA |
34.00M
est: 26.21M (+29.7%)
|
30.01M
est: 123.08M (-75.6%)
|
46.57M
est: 187.45M (-75.2%)
|
51.22M
est: 214.15M (-76.1%)
|
53.72M
est: 91.80M (-41.5%)
|
52.37M
est: 105.06M (-50.1%)
|
56.29M
est: 118.22M (-52.4%)
|
56.69M
est: 123.78M (-54.2%)
|
575.97M
est: 181.20M (+217.9%)
|
208.09M
206.70M – 210.89M
+14.8% YoY
|
218.36M
211.36M – 225.36M
+4.9% YoY
|
219.53M
214.72M – 225.20M
+0.5% YoY
|
| EPS |
0.47
est: 1.20 (-60.8%)
|
0.90
est: 1.66 (-45.7%)
|
1.37
est: 2.58 (-46.9%)
|
3.14
est: 3.83 (-17.9%)
|
4.10
est: 4.78 (-14.1%)
|
4.02
est: 4.56 (-11.9%)
|
3.22
est: 3.65 (-11.7%)
|
4.47
est: 5.28 (-15.3%)
|
4.13
est: 6.24 (-33.8%)
|
6.92
6.79 – 7.09
+11.0% YoY
|
7.58
7.32 – 7.71
+9.4% YoY
|
8.14
7.91 – 8.41
+7.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | JP Morgan | Neutral | Neutral | Maintain |
| 2026-04-17 | Barclays | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
389.92M
OE per share TTM
5.88
Owner's Yield
7.45%
Maintenance CapEx ratio
2.20%
Maint CapEx / Avg PPE
2.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
81
Total invested
138.52M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RCP GenPar HoldCo LLC | 6.38M | 9.45% | 6.38M | — | 6.38M | — | OO | Delaware | 2019-02-12 | ↗ |
| 2 | RCP GenPar LP | 6.38M | 9.45% | 6.38M | — | 6.38M | — | PN | Delaware | 2019-02-12 | ↗ |
| 3 | RCP Opp Fund I GP, L.P. | 6.38M | 9.45% | 6.38M | — | 6.38M | — | PN | Delaware | 2019-02-12 | ↗ |
| 4 | (1) BlackRock, Inc. | 3.51M | 5.40% | 3.44M | — | 3.51M | — | HC | Delaware | 2024-10-25 | ↗ |
| 5 | Reverence Capital Partners Opportunities Fund I, L.P. | 3.46M | 5.12% | 3.46M | — | 3.46M | — | PN | Delaware | 2019-02-12 | ↗ |
| 6 | RCP Co-Invest GP LLC | 3.33M | 4.92% | 3.33M | — | 3.33M | — | OO | Delaware | 2019-02-12 | ↗ |
| 7 | RCP Lake Co-Invest, L.P. | 3.33M | 4.92% | 3.33M | — | 3.33M | — | PN | Delaware | 2019-02-12 | ↗ |
| 8 | Reverence Capital Partners LLC | 3.33M | 4.92% | 3.33M | — | 3.33M | — | OO | Delaware | 2019-02-12 | ↗ |
| 9 | Amundi Asset Management S.A.S. | 3.17M | 4.90% | — | 3.17M | — | 3.17M | OO | — | 2024-07-15 | ↗ |
| 10 | Amundi S.A. | 3.17M | 4.90% | — | 3.17M | — | 3.17M | HC | — | 2024-07-15 | ↗ |
| 11 | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. | 2.87M | 4.25% | 2.87M | — | 2.87M | — | PN | Cayman Islands | 2019-02-12 | ↗ |
| 12 | Wellington Management Company LLP | 2.11M | 18.06% | — | 1.99M | — | — | IA | Massachusetts | 2018-03-09 | ↗ |
| 13 | Parsa Kiai | 1.79M | 10.70% | 1.64M | — | 1.79M | — | HC | Delaware | 2020-03-31 | ↗ |
| 14 | Steamboat Capital Partners, LLC | 1.79M | 10.70% | 1.64M | — | 1.79M | — | IA | Delaware | 2020-03-31 | ↗ |
| 15 | Steamboat Capital Partners GP, LLC | 1.35M | 8.10% | 1.35M | — | 1.35M | — | HC | Delaware | 2020-03-31 | ↗ |
| 16 | Steamboat Capital Partners Master Fund, LP | 1.33M | 8.00% | 1.33M | — | 1.33M | — | PN | Delaware | 2020-03-31 | ↗ |
| 17 | 10 | 1.13M | 6.90% | 836.4K | — | 1.13M | — | IA | Massachusetts | 2021-01-21 | ↗ |
| 18 | Impax Asset Management Group plc | 972.2K | 1.43% | 972.2K | — | 972.2K | — | HC | Reporting Person | 2022-02-14 | ↗ |
| 19 | Impax Asset Management LLC | 972.2K | 1.43% | 972.2K | — | 972.2K | — | IA | Reporting Person | 2022-02-14 | ↗ |
| 20 | Azora Capital GP LLC | 791.6K | 5.50% | — | 791.6K | — | 791.6K | OO | Delaware | 2019-02-14 | ↗ |
| 21 | Azora Capital LP | 791.6K | 5.50% | — | 791.6K | — | 791.6K | IA | Delaware | 2019-02-14 | ↗ |
| 22 | Ravi Chopra | 791.6K | 5.50% | — | 791.6K | — | 791.6K | HC, IN | Delaware | 2019-02-14 | ↗ |
| 23 | Wellington Group Holdings LLP | 700.3K | 4.87% | — | 700.3K | — | — | HC | Delaware | 2019-02-12 | ↗ |
| 24 | Wellington Investment Advisors Holdings LLP | 700.3K | 4.87% | — | 700.3K | — | — | HC | Delaware | 2019-02-12 | ↗ |
| 25 | Wellington Management Group LLP | 700.3K | 4.87% | — | 700.3K | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 26 | Bay Pond Partners, L.P. | 590.2K | 5.04% | — | 590.2K | — | — | PN | Delaware | 2018-02-20 | ↗ |
| 27 | Reverence Capital Partners Opportunities Fund I (AI), L.P. | 55.3K | 0.05% | 55.3K | — | 55.3K | — | PN | Delaware | 2019-02-12 | ↗ |
| 28 | Steamboat Capital Partners II, LP | 23.9K | 0.10% | 23.9K | — | 23.9K | — | PN | Delaware | 2020-03-31 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
81
-232 vs prev Q
New positions
10
Closed positions
239
Increased
34
Reduced
27
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 39.3K +39.3K (+100.0%) | 2.48B +2.5B (+100.0%) | 0.06% +0.060 pp | 0.00% +0.004 pp | USD63.09 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 6.94M -3.0K (0.0%) | 437.89M -11.8M (-2.6%) | 10.61% +0.279 pp | 0.01% -0.001 pp | USD60.14 +4.9% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 4.81M +73.1K (+1.5%) | 303.77M -3.3M (-1.1%) | 7.36% +0.306 pp | 0.00% 0.000 pp | USD36.13 +74.6% | 32 qtrs — |
| 4 | CRESTVIEW PARTNERS II GP, L.P. | 4.10M -21.8K (-0.5%) | 258.35M -8.3M (-3.1%) | 6.26% +0.135 pp | 81.23% +2.494 pp | USD36.54 +72.7% | 17 qtrs — |
| 5 | CAPITAL WORLD INVESTORS | 3.77M +155.7K (+4.3%) | 237.72M +3.8M (+1.6%) | 5.72% +0.352 pp | 0.03% +0.000 pp | USD39.97 +57.8% | 23 qtrs — |
| 6 | AMUNDI | 3.05M +3.1M (+100.0%) | 192.74M +192.7M (+100.0%) | 4.67% +4.668 pp | 0.05% +0.052 pp | USD63.09 +0.0% | 3 qtrs — |
| 7 | BAHL & GAYNOR INC | 2.07M +345.4K (+20.0%) | 130.55M +18.9M (+16.9%) | 3.14% +0.580 pp | 0.66% +0.107 pp | USD46.15 +36.7% | 15 qtrs — |
| 8 | STATE STREET CORP | 1.86M +8.3K (+0.5%) | 117.20M -2.6M (-2.1%) | 2.84% +0.088 pp | 0.00% 0.000 pp | USD45.72 +38.0% | 27 qtrs — |
| 9 | VAN BERKOM & ASSOCIATES INC. | 1.68M +1.1K (+0.1%) | 106.23M -2.7M (-2.5%) | 2.57% +0.071 pp | 3.06% -0.089 pp | USD34.35 +83.7% | 24 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.52M -1.3K (-0.1%) | 96.03M -2.6M (-2.7%) | 2.33% +0.060 pp | 0.02% -0.001 pp | USD34.04 +85.3% | 30 qtrs — |
| 11 | GOLDMAN SACHS GROUP INC | 1.25M -312.2K (-19.9%) | 79.15M -22.3M (-22.0%) | 1.92% -0.413 pp | 0.01% -0.003 pp | USD57.27 +10.2% | 26 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.17M -5.3K (-0.5%) | 74.14M -2.3M (-3.0%) | 1.80% +0.040 pp | 0.00% 0.000 pp | USD39.92 +58.0% | 32 qtrs — |
| 13 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.08M -123.4K (-10.3%) | 67.83M -9.8M (-12.6%) | 1.64% -0.140 pp | 2.90% -0.273 pp | USD28.03 +125.1% | 32 qtrs — |
| 14 | BANK OF AMERICA CORP /DE/ | 896.3K -11.9K (-1.3%) | 56.55M -2.3M (-3.9%) | 1.37% +0.019 pp | 0.00% +0.000 pp | USD46.02 +37.1% | 32 qtrs — |
| 15 | LSV ASSET MANAGEMENT | 820.7K -49.2K (-5.7%) | 51.78M -4.6M (-8.1%) | 1.25% -0.040 pp | 0.11% -0.012 pp | USD30.16 +109.2% | 23 qtrs — |
| 16 | FRANKLIN RESOURCES INC | 788.8K -998.6K (-55.9%) | 49.77M -66.0M (-57.0%) | 1.20% -1.460 pp | 0.01% -0.017 pp | USD51.28 +23.0% | 11 qtrs — |
| 17 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 731.2K -28.3K (-3.7%) | 46.13M -3.1M (-6.2%) | 1.12% -0.012 pp | 0.69% -0.008 pp | USD39.58 +59.4% | 19 qtrs — |
| 18 | IMPAX ASSET MANAGEMENT GROUP PLC | 650.0K +50.0K (+8.3%) | 41.01M +2.2M (+5.5%) | 0.99% +0.101 pp | 0.26% +0.030 pp | USD14.12 +346.8% | 30 qtrs — |
| 19 | ANNEX ADVISORY SERVICES, LLC | 574.7K +30.6K (+5.6%) | 36.26M +1.0M (+2.9%) | 0.88% +0.069 pp | 0.69% -0.057 pp | USD61.16 +3.2% | 8 qtrs — |
| 20 | ROYCE & ASSOCIATES LP | 570.5K +4.5K (+0.8%) | 35.99M -663.9K (-1.8%) | 0.87% +0.025 pp | 0.37% -0.001 pp | USD61.43 +2.7% | 6 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 550.2K +16.4K (+3.1%) | 34.71M +142.6K (+0.4%) | 0.84% +0.047 pp | 0.01% 0.000 pp | USD41.47 +52.1% | 19 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 502.1K -62.3K (-11.0%) | 31.68M -4.9M (-13.3%) | 0.76% -0.077 pp | 0.01% -0.002 pp | USD39.40 +60.1% | 29 qtrs — |
| 23 | SWEDBANK AB | 500.0K -100.0K (-16.7%) | 31.55M -7.3M (-18.8%) | 0.76% -0.133 pp | 0.03% -0.009 pp | USD36.25 +74.0% | 10 qtrs — |
| 24 | MORGAN STANLEY | 487.9K -182.6K (-27.2%) | 30.78M -12.6M (-29.1%) | 0.75% -0.252 pp | 0.00% -0.001 pp | USD52.76 +19.6% | 32 qtrs — |
| 25 | NUVEEN, LLC | 475.7K +8.0K (+1.7%) | 30.01M -275.2K (-0.9%) | 0.73% +0.031 pp | 0.01% 0.000 pp | USD58.08 +8.6% | 4 qtrs — |
| 26 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 465.9K +17.9K (+4.0%) | 29.40M +383.1K (+1.3%) | 0.71% +0.042 pp | 1.19% +0.001 pp | USD45.72 +38.0% | 19 qtrs — |
| 27 | NORTHERN TRUST CORP | 443.6K -28.2K (-6.0%) | 27.99M -2.6M (-8.4%) | 0.67% -0.028 pp | 0.00% 0.000 pp | USD38.77 +62.7% | 32 qtrs — |
| 28 | FIL LTD | 425.0K +425.0K (+100.0%) | 26.81M +26.8M (+100.0%) | 0.65% +0.646 pp | 0.02% +0.020 pp | USD63.09 +0.0% | 1 qtrs NEW |
| 29 | INVESCO LTD. | 390.5K -41.4K (-9.6%) | 24.64M -3.3M (-11.9%) | 0.60% -0.046 pp | 0.00% -0.001 pp | USD58.75 +7.4% | 19 qtrs — |
| 30 | FULLER & THALER ASSET MANAGEMENT, INC. | 365.8K -862.0 (-0.2%) | 23.08M -666.8K (-2.8%) | 0.56% +0.014 pp | 0.08% -0.003 pp | USD47.94 +31.6% | 7 qtrs — |
| 31 | MARINER, LLC | 308.7K -6.5K (-2.1%) | 19.47M -940.5K (-4.6%) | 0.47% +0.003 pp | 0.02% -0.003 pp | USD34.39 +83.5% | 17 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 295.1K +14.5K (+5.2%) | 18.62M +446.1K (+2.5%) | 0.45% +0.034 pp | 0.01% +0.000 pp | USD64.42 -2.1% | 11 qtrs — |
| 33 | BARCLAYS PLC | 257.7K +158.3K (+159.3%) | 16.26M +10.8M (+195.3%) | 0.39% +0.246 pp | 0.00% +0.003 pp | USD59.26 +6.5% | 16 qtrs — |
| 34 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 256.4K -43.4K (-14.5%) | 16.18M -3.2M (-16.7%) | 0.39% -0.054 pp | 0.06% -0.008 pp | USD64.63 -2.4% | 3 qtrs — |
| 35 | JB CAPITAL PARTNERS LP | 241.8K +— (+0.0%) | 15.26M -403.8K (-2.6%) | 0.37% +0.010 pp | 2.62% -0.026 pp | USD25.56 +146.8% | 20 qtrs — |
| 36 | LAZARD ASSET MANAGEMENT LLC | 232.7K +— (+0.0%) | 14.68M +14.7M (+97,318.7%) | 0.36% +0.010 pp | 0.02% +0.025 pp | USD63.76 -1.1% | 14 qtrs — |
| 37 | FMR LLC | 230.2K +45.2K (+24.4%) | 14.52M +2.5M (+21.2%) | 0.35% +0.075 pp | 0.00% +0.000 pp | USD61.34 +2.9% | 17 qtrs — |
| 38 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 227.1K -109.7K (-32.6%) | 14.32M -7.5M (-34.3%) | 0.35% -0.154 pp | 0.05% -0.032 pp | USD61.81 +2.1% | 4 qtrs — |
| 39 | UBS GROUP AG | 212.8K -180.7K (-45.9%) | 13.42M -12.1M (-47.3%) | 0.33% -0.260 pp | 0.00% -0.002 pp | USD60.75 +3.9% | 29 qtrs — |
| 40 | FEDERATED HERMES, INC. | 187.3K +5.7K (+3.1%) | 11.82M +56.0K (+0.5%) | 0.29% +0.016 pp | 0.02% -0.001 pp | USD43.82 +44.0% | 10 qtrs — |
| 41 | SQUAREPOINT OPS LLC | 150.1K +140.5K (+1,465.7%) | 9.47M +8.8M (+1,425.3%) | 0.23% +0.215 pp | 0.01% +0.010 pp | USD63.16 -0.1% | 5 qtrs — |
| 42 | RBF CAPITAL, LLC | 149.1K +— (+0.0%) | 9.40M -248.9K (-2.6%) | 0.23% +0.006 pp | 0.42% -0.013 pp | USD19.09 +230.5% | 26 qtrs — |
| 43 | PEMBROKE MANAGEMENT, LTD | 148.8K -2.4K (-1.6%) | 9.39M -406.7K (-4.2%) | 0.23% +0.003 pp | 0.97% -0.002 pp | USD55.58 +13.5% | 7 qtrs — |
| 44 | ROYAL BANK OF CANADA | 143.5K +13.0K (+9.9%) | 9.06M +601.0K (+7.1%) | 0.22% +0.025 pp | 0.00% +0.000 pp | USD38.58 +63.5% | 25 qtrs — |
| 45 | WELLS FARGO & COMPANY/MN | 138.8K +51.5K (+58.9%) | 8.76M +3.1M (+54.8%) | 0.21% +0.082 pp | 0.00% +0.001 pp | USD51.13 +23.4% | 31 qtrs — |
| 46 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 137.2K -5.1K (-3.6%) | 8.66M -559.5K (-6.1%) | 0.21% -0.003 pp | 0.06% -0.005 pp | USD25.91 +143.5% | 24 qtrs — |
| 47 | GATOR CAPITAL MANAGEMENT, LLC | 124.2K -6.5K (-5.0%) | 7.84M -629.4K (-7.4%) | 0.19% -0.005 pp | 1.59% -0.558 pp | USD40.44 +56.0% | 17 qtrs — |
| 48 | LEGAL & GENERAL GROUP PLC | 120.3K -7.2K (-5.7%) | 7.59M -670.2K (-8.1%) | 0.18% -0.007 pp | 0.00% 0.000 pp | USD56.46 +11.7% | 21 qtrs — |
| 49 | RHUMBLINE ADVISERS | 119.9K -8.5K (-6.6%) | 7.56M -751.3K (-9.0%) | 0.18% -0.008 pp | 0.01% -0.001 pp | USD51.20 +23.2% | 15 qtrs — |
| 50 | TWO SIGMA INVESTMENTS, LP | 118.7K +87.7K (+283.5%) | 7.49M +5.5M (+273.6%) | 0.18% +0.135 pp | 0.01% +0.008 pp | USD63.53 -0.7% | 9 qtrs — |
| 51 | ARGENT CAPITAL MANAGEMENT LLC | 118.1K -2.3K (-1.9%) | 7.45M -349.0K (-4.5%) | 0.18% +0.001 pp | 0.21% -0.002 pp | USD36.63 +72.2% | 24 qtrs — |
| 52 | APTUS CAPITAL ADVISORS, LLC | 114.7K +483.0 (+0.4%) | 7.23M -160.2K (-2.2%) | 0.18% +0.005 pp | 0.05% -0.002 pp | USD64.54 -2.2% | 5 qtrs — |
| 53 | JPMORGAN CHASE & CO | 110.5K -2.9K (-2.5%) | 6.97M -370.5K (-5.0%) | 0.17% +0.000 pp | 0.00% +0.000 pp | USD39.38 +60.2% | 23 qtrs — |
| 54 | STEAMBOAT CAPITAL PARTNERS, LLC | 106.9K +781.0 (+0.7%) | 6.75M -128.0K (-1.9%) | 0.16% +0.006 pp | 1.85% +0.061 pp | USD25.39 +148.5% | 25 qtrs — |
| 55 | AMERIPRISE FINANCIAL INC | 104.9K +7.7K (+7.9%) | 6.62M +320.8K (+5.1%) | 0.16% +0.015 pp | 0.00% +0.000 pp | USD63.69 -0.9% | 7 qtrs — |
| 56 | ENVESTNET ASSET MANAGEMENT INC | 102.4K -2.9K (-2.7%) | 6.46M -356.2K (-5.2%) | 0.16% 0.000 pp | 0.00% +0.000 pp | USD41.22 +53.1% | 15 qtrs — |
| 57 | GABELLI FUNDS LLC | 101.6K +7.8K (+8.3%) | 6.41M +335.5K (+5.5%) | 0.16% +0.016 pp | 0.04% +0.002 pp | USD63.63 -0.8% | 3 qtrs — |
| 58 | MILLENNIUM MANAGEMENT LLC | 95.1K +38.6K (+68.4%) | 6.00M +2.3M (+64.1%) | 0.15% +0.061 pp | 0.00% +0.001 pp | USD61.10 +3.3% | 32 qtrs — |
| 59 | F/M INVESTMENTS LLC | 90.8K -2.3K (-2.5%) | 5.73M -300.6K (-5.0%) | 0.14% +0.000 pp | 0.22% -0.015 pp | USD48.92 +29.0% | 7 qtrs — |
| 60 | VOYA INVESTMENT MANAGEMENT LLC | 90.2K -30.3K (-25.1%) | 5.69M -2.1M (-27.0%) | 0.14% -0.042 pp | 0.01% -0.002 pp | USD62.16 +1.5% | 12 qtrs — |
| 61 | KENDALL CAPITAL MANAGEMENT | 89.3K +345.0 (+0.4%) | 5.63M -126.8K (-2.2%) | 0.14% +0.004 pp | 1.18% -0.120 pp | USD32.49 +94.2% | 19 qtrs — |
| 62 | UBS ASSET MANAGEMENT AMERICAS INC | 89.3K +3.9K (+4.6%) | 5.63M +106.4K (+1.9%) | 0.14% +0.010 pp | 0.00% +0.000 pp | USD52.07 +21.2% | 21 qtrs — |
| 63 | MOODY NATIONAL BANK TRUST DIVISION | 86.4K -10.1K (-10.5%) | 5.45M -799.7K (-12.8%) | 0.13% -0.012 pp | 0.52% -0.003 pp | USD40.29 +56.6% | 14 qtrs — |
| 64 | SWISS NATIONAL BANK | 85.6K +900.0 (+1.1%) | 5.40M -84.7K (-1.5%) | 0.13% +0.004 pp | 0.00% +0.000 pp | USD33.39 +88.9% | 27 qtrs — |
| 65 | KENNEDY CAPITAL MANAGEMENT LLC | 84.2K -353.0 (-0.4%) | 5.31M -163.5K (-3.0%) | 0.13% +0.002 pp | 0.11% -0.009 pp | USD63.67 -0.9% | 3 qtrs — |
| 66 | SAVANT CAPITAL, LLC | 83.7K -2.5K (-2.8%) | 5.28M -298.6K (-5.4%) | 0.13% -0.001 pp | 0.03% -0.003 pp | USD57.97 +8.8% | 4 qtrs — |
| 67 | BNP PARIBAS ARBITRAGE, SNC | 83.6K +7.0K (+9.1%) | 5.28M +311.0K (+6.3%) | 0.13% +0.014 pp | 0.00% 0.000 pp | USD63.59 -0.8% | 27 qtrs — |
| 68 | FIRST TRUST ADVISORS LP | 77.0K +14.5K (+23.2%) | 4.86M +809.0K (+20.0%) | 0.12% +0.025 pp | 0.00% +0.001 pp | USD47.74 +32.2% | 30 qtrs — |
| 69 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 70.7K +8.3K (+13.3%) | 4.46M +423.5K (+10.5%) | 0.11% +0.015 pp | 0.01% +0.001 pp | USD65.15 -3.2% | 5 qtrs — |
| 70 | EMPOWERED FUNDS, LLC | 64.3K +1.2K (+1.9%) | 4.06M -27.8K (-0.7%) | 0.10% +0.005 pp | 0.03% -0.009 pp | USD47.29 +33.4% | 14 qtrs — |
| 71 | ALPS ADVISORS INC | 61.6K -2.8K (-4.4%) | 3.88M -286.1K (-6.9%) | 0.09% -0.002 pp | 0.02% -0.001 pp | USD57.02 +10.6% | 6 qtrs — |
| 72 | CREATIVE PLANNING | 60.9K +3.9K (+6.8%) | 3.84M +149.5K (+4.0%) | 0.09% +0.008 pp | 0.00% 0.000 pp | USD64.21 -1.7% | 6 qtrs — |
| 73 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 60.2K +19.8K (+49.1%) | 3.80M +1.2M (+45.2%) | 0.09% +0.031 pp | 0.01% +0.002 pp | USD64.21 -1.7% | 2 qtrs — |
| 74 | HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | 58.2K +18.7K (+47.2%) | 3.67M +1.1M (+43.5%) | 0.09% +0.030 pp | 0.49% +0.082 pp | USD59.78 +5.5% | 16 qtrs — |
| 75 | ALLIANCEBERNSTEIN L.P. | 56.6K +2.9K (+5.5%) | 3.57M +95.4K (+2.7%) | 0.09% +0.007 pp | 0.00% +0.000 pp | USD40.80 +54.6% | 15 qtrs — |
| 76 | RAYMOND JAMES FINANCIAL INC | 56.5K +11.1K (+24.6%) | 3.56M +627.2K (+21.4%) | 0.09% +0.018 pp | 0.00% +0.000 pp | USD64.99 -2.9% | 5 qtrs — |
| 77 | ENGINEERS GATE MANAGER LP | 55.9K +30.1K (+116.8%) | 3.53M +1.9M (+111.2%) | 0.09% +0.047 pp | 0.04% +0.023 pp | USD61.80 +2.1% | 15 qtrs — |
| 78 | LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT | 51.1K +— (+0.0%) | 3.22M -83.8K (-2.5%) | 0.08% +0.002 pp | 0.13% -0.004 pp | USD65.19 -3.2% | 7 qtrs — |
| 79 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 48.9K +590.0 (+1.2%) | 3.08M -43.4K (-1.4%) | 0.07% +0.003 pp | 0.02% -0.008 pp | USD63.66 -0.9% | 17 qtrs — |
| 80 | PRUDENTIAL FINANCIAL INC | 44.8K -4.1K (-8.4%) | 2.83M -341.4K (-10.8%) | 0.07% -0.004 pp | 0.00% 0.000 pp | USD55.26 +14.2% | 12 qtrs — |
| 81 | VOLEON CAPITAL MANAGEMENT LP | 43.5K +39.5K (+1,005.7%) | 2.74M +2.5M (+977.2%) | 0.07% +0.061 pp | 0.06% +0.053 pp | USD63.24 -0.2% | 2 qtrs — |
| 82 | AURORA INVESTMENT COUNSEL | 42.6K +8.6K (+25.2%) | 2.69M +484.4K (+22.0%) | 0.07% +0.015 pp | 1.41% +0.259 pp | USD64.42 -2.1% | 2 qtrs — |
| 83 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 41.9K -11.5K (-21.5%) | 2.64M -834.0K (-24.0%) | 0.06% -0.016 pp | 0.00% 0.000 pp | USD57.02 +10.6% | 27 qtrs — |
| 84 | AQR CAPITAL MANAGEMENT LLC | 41.5K +12.2K (+41.6%) | 2.62M +720.4K (+37.9%) | 0.06% +0.020 pp | 0.00% +0.000 pp | USD37.48 +68.3% | 23 qtrs — |
| 85 | FISHER ASSET MANAGEMENT, LLC | 41.1K -8.6K (-17.3%) | 2.59M -624.4K (-19.4%) | 0.06% -0.012 pp | 0.00% 0.000 pp | USD41.18 +53.2% | 12 qtrs — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 40.9K -40.0 (-0.1%) | 2.58M -70.9K (-2.7%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD37.47 +68.4% | 18 qtrs — |
| 87 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 40.8K +— (+0.0%) | 2.58M -68.2K (-2.6%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD47.57 +32.6% | 11 qtrs — |
| 88 | PRICE T ROWE ASSOCIATES INC /MD/ | 40.4K +1.7K (+4.4%) | 2.55M +43.0K (+1.7%) | 0.06% +0.004 pp | 0.00% +0.000 pp | USD53.79 +17.3% | 10 qtrs — |
| 89 | ELO MUTUAL PENSION INSURANCE CO | 40.2K +13.2K (+48.8%) | 2.53M +786.6K (+45.0%) | 0.06% +0.021 pp | 0.04% +0.010 pp | USD61.95 +1.8% | 4 qtrs — |
| 90 | HUNTLEIGH ADVISORS, INC. | 40.2K +4.2K (+11.6%) | 2.53M +204.0K (+8.8%) | 0.06% +0.008 pp | 0.43% +0.031 pp | USD63.66 -0.9% | 3 qtrs — |
| 91 | REDHAWK WEALTH ADVISORS, INC. | 39.2K -603.0 (-1.5%) | 2.47M -104.5K (-4.1%) | 0.06% +0.001 pp | 0.28% -0.022 pp | USD51.00 +23.7% | 8 qtrs — |
| 92 | CREDIT AGRICOLE S A | 38.3K +— (+0.0%) | 2.41M -63.9K (-2.6%) | 0.06% +0.002 pp | 0.01% -0.001 pp | USD64.76 -2.6% | 2 qtrs — |
| 93 | BANK OF MONTREAL /CAN/ | 37.7K -33.0K (-46.7%) | 2.38M -2.2M (-48.1%) | 0.06% -0.048 pp | 0.00% -0.001 pp | USD60.88 +3.6% | 8 qtrs — |
| 94 | DEUTSCHE BANK AG\ | 35.9K +1.3K (+3.6%) | 2.27M +21.0K (+0.9%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD51.20 +23.2% | 15 qtrs — |
| 95 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 34.6K -12.7K (-26.8%) | 2.19M -880.9K (-28.7%) | 0.05% -0.018 pp | 0.01% -0.006 pp | USD60.52 +4.2% | 6 qtrs — |
| 96 | ALLIANZ ASSET MANAGEMENT GMBH | 34.5K -29.1K (-45.7%) | 2.18M -1.9M (-47.1%) | 0.05% -0.042 pp | 0.00% -0.002 pp | USD32.67 +93.1% | 16 qtrs — |
| 97 | THRIVENT FINANCIAL FOR LUTHERANS | 33.0K -2.6K (-7.4%) | 2.08M -226.0K (-9.8%) | 0.05% -0.003 pp | 0.00% -0.001 pp | USD64.76 -2.6% | 2 qtrs — |
| 98 | CENTERBOOK PARTNERS LP | 32.7K -22.2K (-40.5%) | 2.07M -1.5M (-42.0%) | 0.05% -0.032 pp | 0.10% -0.075 pp | USD64.27 -1.8% | 3 qtrs — |
| 99 | HRT FINANCIAL LP | 32.5K -10.9K (-25.2%) | 2.05M -763.0K (-27.1%) | 0.05% -0.015 pp | 0.01% -0.004 pp | USD64.76 -2.6% | 2 qtrs — |
| 100 | DAYMARK WEALTH PARTNERS, LLC | 32.2K -2.0K (-5.8%) | 2.03M -182.4K (-8.2%) | 0.05% -0.002 pp | 0.06% -0.010 pp | USD32.37 +94.9% | 11 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
3.60
Bullish
Ratio by volume
3.00
Bullish
Buys
18
Sells
5
Shares acquired
1.56M
Shares disposed
203.3K
Cash buys
—
Cash sales
—
Net activity
+1,353,456
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 977 | 67.79 | 66.2K | 156,086 | D | ↗ |
| 2026-04-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 424 | 67.79 | 28.7K | 7,093 | D | ↗ |
| 2026-04-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 424 | 67.79 | 28.7K | 41,549 | D | ↗ |
| 2026-04-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 424 | 67.79 | 28.7K | 1,276 | D | ↗ |
| 2026-04-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 534 | 67.79 | 36.2K | 273,671 | D | ↗ |
| 2026-04-10 | Crestview Partners II GP, L.P. | Director | A-Award | A | Common Stock, par value $0.01 per share | 424 | 67.79 | 28.7K | 4,095,847 | I | ↗ |
| 2026-03-18 | Amundi | Director / 10% Owner | A-Award | A | Preferred Stock | 100,000 | 0.00 | — | 20,036,821 | I | ↗ |
| 2026-03-15 | Sipp Thomas Michael | Officer | A-Award | A | Common Stock | 14,999 | 66.67 | 1,000.0K | 103,448 | D | ↗ |
| 2026-03-15 | Policarpo Michael Dennis | Officer | F-InKind | D | Common Stock | 28,031 | 66.67 | 1.87M | 1,132,021 | D | ↗ |
| 2026-03-15 | Gupta Nina | Officer | F-InKind | D | Common Stock | 17,096 | 66.67 | 1.14M | 208,960 | D | ↗ |
| 2026-03-15 | Dhillon Mannik S. | Officer | A-Award | A | Common Stock | 16,499 | 66.67 | 1.10M | 297,748 | D | ↗ |
| 2026-03-15 | Brown David Craig | Officer | F-InKind | D | Common Stock | 50,457 | 66.67 | 3.36M | 2,161,371 | D | ↗ |
| 2026-03-13 | Sipp Thomas Michael | Officer | A-Award | A | Performance-based Restricted Stock | 163,926 | 0.00 | — | 163,926 | D | ↗ |
| 2026-03-13 | Policarpo Michael Dennis | Officer | A-Award | A | Performance-based Restricted Stock | 295,050 | 0.00 | — | 295,050 | D | ↗ |
| 2026-03-13 | Gupta Nina | Officer | A-Award | A | Performance-based Restricted Stock | 76,496 | 0.00 | — | 76,496 | D | ↗ |
| 2026-03-13 | Dhillon Mannik S. | Officer | A-Award | A | Performance-based Restricted Stock | 65,561 | 0.00 | — | 65,561 | D | ↗ |
| 2026-03-13 | Brown David Craig | Officer | A-Award | A | Performance-based Restricted Stock | 590,115 | 0.00 | — | 590,115 | D | ↗ |
| 2026-01-12 | Rappaport Alan | Director | A-Award | A | Common Stock | 961 | 68.93 | 66.2K | 155,109 | D | ↗ |
| 2026-01-12 | Jackson Mary M. | Director | A-Award | A | Common Stock | 417 | 68.93 | 28.7K | 6,669 | D | ↗ |
| 2026-01-12 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 417 | 68.93 | 28.7K | 41,125 | D | ↗ |
| 2026-01-12 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 417 | 68.93 | 28.7K | 852 | D | ↗ |
| 2026-01-12 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 525 | 68.93 | 36.2K | 273,137 | D | ↗ |
| 2026-01-12 | Crestview Partners II GP, L.P. | Director | A-Award | A | Common Stock, par value $0.01 per share | 417 | 68.93 | 28.7K | 4,095,423 | I | ↗ |
| 2025-10-29 | Amundi | Director / 10% Owner | A-Award | A | Preferred Stock | 150,000 | 0.00 | — | 19,936,821 | I | ↗ |
| 2025-10-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,004 | 65.98 | 66.2K | 154,148 | D | ↗ |
| 2025-10-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 435 | 65.98 | 28.7K | 6,252 | D | ↗ |
| 2025-10-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 435 | 65.98 | 28.7K | 40,708 | D | ↗ |
| 2025-10-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 435 | 65.98 | 28.7K | 435 | D | ↗ |
| 2025-10-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 549 | 65.98 | 36.2K | 272,612 | D | ↗ |
| 2025-10-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 435 | 65.98 | 28.7K | 4,117,273 | I | ↗ |
| 2025-09-30 | Davanzo Lawrence | Director | G-Gift | D | Common Stock | 21,342 | 0.00 | — | 0 | D | ↗ |
| 2025-08-20 | Crestview Partners II GP, L.P. | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 3,500,000 | 0.00 | — | 4,116,838 | I | ↗ |
| 2025-08-01 | Amundi | Director / 10% Owner | D-Return | D | Preferred Stock | 44,026 | 0.00 | — | 0 | I | ↗ |
| 2025-07-16 | Amundi | Director / 10% Owner | A-Award | A | Preferred Stock | 88,547 | 0.00 | — | 19,830,847 | I | ↗ |
| 2025-07-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,000 | 66.24 | 66.2K | 153,144 | D | ↗ |
| 2025-07-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 434 | 66.24 | 28.7K | 5,817 | D | ↗ |
| 2025-07-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 434 | 66.24 | 28.7K | 40,273 | D | ↗ |
| 2025-07-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 10 | 66.24 | 662.40 | 28,772 | D | ↗ |
| 2025-07-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 434 | 66.24 | 28.7K | 21,342 | D | ↗ |
| 2025-07-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 547 | 66.24 | 36.2K | 201,026 | D | ↗ |
| 2025-07-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 434 | 66.24 | 28.7K | 7,616,838 | I | ↗ |
| 2025-06-15 | Sipp Thomas Michael | Officer | A-Award | A | Common Stock | 48,701 | 61.60 | 3.00M | 48,701 | D | ↗ |
| 2025-05-16 | Amundi | Director / 10% Owner | J-Other | A | Preferred Stock | 5,436,318 | 0.00 | — | 17,942,300 | I | ↗ |
| 2025-04-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,225 | 54.06 | 66.2K | 152,144 | D | ↗ |
| 2025-04-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 531 | 54.06 | 28.7K | 5,383 | D | ↗ |
| 2025-04-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 531 | 54.06 | 28.7K | 39,839 | D | ↗ |
| 2025-04-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,109 | 54.06 | 60.0K | 28,762 | D | ↗ |
| 2025-04-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 531 | 54.06 | 28.7K | 20,908 | D | ↗ |
| 2025-04-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 670 | 54.06 | 36.2K | 200,479 | D | ↗ |
| 2025-04-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 531 | 54.06 | 28.7K | 7,616,404 | I | ↗ |
| 2025-04-01 | Sipp Thomas Michael | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-01 | Carrel-Billiard Dominique | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-01 | Boyer-Chammard Celine | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-01 | Amundi | Director / 10% Owner | J-Other | A | Preferred Stock | 14,305,982 | 0.00 | — | 14,305,982 | I | ↗ |
| 2025-03-15 | Policarpo Michael Dennis | Officer | A-Award | A | Common Stock | 81,938 | 57.97 | 4.75M | 1,160,052 | D | ↗ |
| 2025-03-15 | Gupta Nina | Officer | F-InKind | D | Common Stock | 11,951 | 57.97 | 692.8K | 195,868 | D | ↗ |
| 2025-03-15 | Dhillon Mannik S. | Officer | F-InKind | D | Common Stock | 5,221 | 57.97 | 302.7K | 270,020 | D | ↗ |
| 2025-03-15 | Brown David Craig | Officer | A-Award | A | Common Stock | 169,397 | 57.97 | 9.82M | 2,211,828 | D | ↗ |
| 2025-01-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 855 | 61.36 | 52.5K | 150,919 | D | ↗ |
| 2025-01-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 407 | 61.36 | 25.0K | 4,852 | D | ↗ |
| 2025-01-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 407 | 61.36 | 25.0K | 39,308 | D | ↗ |
| 2025-01-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 753 | 61.36 | 46.2K | 27,653 | D | ↗ |
| 2025-01-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 407 | 61.36 | 25.0K | 20,377 | D | ↗ |
| 2025-01-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 468 | 61.36 | 28.7K | 199,809 | D | ↗ |
| 2025-01-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 784 | 61.36 | 48.1K | 7,615,873 | I | ↗ |
| 2024-11-12 | DEMARTINI RICHARD M | Director | J-Other | A | Common Stock | 186,790 | 64.74 | 12.09M | 199,341 | D | ↗ |
| 2024-11-12 | Crestview Partners II GP, L.P. | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 4,000,000 | 0.00 | — | 7,615,089 | I | ↗ |
| 2024-10-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 916 | 57.30 | 52.5K | 150,064 | D | ↗ |
| 2024-10-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 436 | 57.30 | 25.0K | 4,445 | D | ↗ |
| 2024-10-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 436 | 57.30 | 25.0K | 38,901 | D | ↗ |
| 2024-10-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 807 | 57.30 | 46.2K | 26,900 | D | ↗ |
| 2024-10-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 436 | 57.30 | 25.0K | 19,970 | D | ↗ |
| 2024-10-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 501 | 57.30 | 28.7K | 12,551 | D | ↗ |
| 2024-10-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 839 | 57.30 | 48.1K | 11,615,089 | I | ↗ |
| 2024-07-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,093 | 48.00 | 52.5K | 149,148 | — | ↗ |
| 2024-07-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 520 | 48.00 | 25.0K | 4,009 | — | ↗ |
| 2024-07-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 520 | 48.00 | 25.0K | 38,465 | — | ↗ |
| 2024-07-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 963 | 48.00 | 46.2K | 26,093 | — | ↗ |
| 2024-07-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 520 | 48.00 | 25.0K | 19,534 | — | ↗ |
| 2024-07-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 598 | 48.00 | 28.7K | 12,050 | — | ↗ |
| 2024-07-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 1,002 | 48.00 | 48.1K | 11,614,250 | — | ↗ |
| 2024-07-08 | Amundi | Director / 10% Owner | — | I | Preferred Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,204 | 43.58 | 52.5K | 148,055 | — | ↗ |
| 2024-04-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 573 | 43.58 | 25.0K | 3,489 | — | ↗ |
| 2024-04-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 573 | 43.58 | 25.0K | 37,945 | — | ↗ |
| 2024-04-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,061 | 43.58 | 46.2K | 25,130 | — | ↗ |
| 2024-04-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 573 | 43.58 | 25.0K | 19,014 | — | ↗ |
| 2024-04-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 659 | 43.58 | 28.7K | 11,452 | — | ↗ |
| 2024-04-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 1,104 | 43.58 | 48.1K | 11,613,248 | — | ↗ |
| 2024-03-15 | Policarpo Michael Dennis | Officer | F-InKind | D | Common Stock | 20,723 | 40.16 | 832.2K | 997,253 | — | ↗ |
| 2024-03-15 | Gupta Nina | Officer | F-InKind | D | Common Stock | 17,856 | 40.16 | 717.1K | 174,204 | — | ↗ |
| 2024-03-15 | Dhillon Mannik S. | Officer | F-InKind | D | Common Stock | 7,805 | 40.16 | 313.4K | 255,321 | — | ↗ |
| 2024-03-15 | Brown David Craig | Officer | F-InKind | D | Common Stock | 42,549 | 40.16 | 1.71M | 1,884,489 | — | ↗ |
| 2024-01-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,591 | 32.99 | 52.5K | 146,851 | — | ↗ |
| 2024-01-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 757 | 32.99 | 25.0K | 2,916 | — | ↗ |
| 2024-01-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 757 | 32.99 | 25.0K | 37,372 | — | ↗ |
| 2024-01-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,401 | 32.99 | 46.2K | 24,069 | — | ↗ |
| 2024-01-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 757 | 32.99 | 25.0K | 18,441 | — | ↗ |
| 2024-01-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 871 | 32.99 | 28.7K | 10,793 | — | ↗ |
| 2024-01-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 1,458 | 32.99 | 48.1K | 11,612,144 | — | ↗ |
| 2024-01-10 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 757 | 32.99 | 25.0K | 301,946 | — | ↗ |
| 2023-12-31 | Dhillon Mannik S. | Officer | — | D | Common Stock | 0 | 0.00 | — | 263,126 | — | ↗ |
| 2023-12-13 | HURST ROBERT J/NY | Director | G-Gift | D | Common Stock | 60,000 | 0.00 | — | 299,812 | — | ↗ |
| 2023-12-13 | Crestview Partners II GP, L.P. | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 2,500,000 | 0.00 | — | 11,610,686 | — | ↗ |
| 2023-11-07 | Crestview Partners II GP, L.P. | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 4,150,000 | 0.00 | — | 14,110,686 | — | ↗ |
| 2023-10-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,649 | 31.82 | 52.5K | 145,260 | — | ↗ |
| 2023-10-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 785 | 31.82 | 25.0K | 2,159 | — | ↗ |
| 2023-10-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 785 | 31.82 | 25.0K | 36,615 | — | ↗ |
| 2023-10-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,453 | 31.82 | 46.2K | 22,668 | — | ↗ |
| 2023-10-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 785 | 31.82 | 25.0K | 17,684 | — | ↗ |
| 2023-10-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 903 | 31.82 | 28.7K | 9,922 | — | ↗ |
| 2023-10-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 1,512 | 31.82 | 48.1K | 18,260,686 | — | ↗ |
| 2023-10-10 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 785 | 31.82 | 25.0K | 301,189 | — | ↗ |
| 2023-07-18 | Brown David Craig | Officer | S-Sale | D | Common Stock | 127,496 | 33.98 | 4.33M | 1,927,038 | — | ↗ |
| 2023-07-17 | Brown David Craig | Officer | S-Sale | D | Common Stock | 20,757 | 33.55 | 696.4K | 2,054,534 | — | ↗ |
| 2023-07-14 | Brown David Craig | Officer | S-Sale | D | Common Stock | 68,146 | 33.66 | 2.29M | 2,075,291 | — | ↗ |
| 2023-07-13 | Brown David Craig | Officer | S-Sale | D | Common Stock | 75,690 | 33.58 | 2.54M | 2,143,437 | — | ↗ |
| 2023-07-12 | Brown David Craig | Officer | S-Sale | D | Common Stock | 57,911 | 33.63 | 1.95M | 2,219,127 | — | ↗ |
| 2023-07-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,593 | 32.94 | 52.5K | 143,611 | — | ↗ |
| 2023-07-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 758 | 32.94 | 25.0K | 1,374 | — | ↗ |
| 2023-07-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 758 | 32.94 | 25.0K | 35,830 | — | ↗ |
| 2023-07-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,404 | 32.94 | 46.2K | 21,215 | — | ↗ |
| 2023-07-10 | HAWKES JAMES B | Director | A-Award | A | Common Stock | 650 | 32.94 | 21.4K | 424,605 | — | ↗ |
| 2023-07-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 758 | 32.94 | 25.0K | 16,899 | — | ↗ |
| 2023-07-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 897 | 32.94 | 29.5K | 9,019 | — | ↗ |
| 2023-07-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 1,437 | 32.94 | 47.3K | 18,259,174 | — | ↗ |
| 2023-07-10 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 758 | 32.94 | 25.0K | 300,404 | — | ↗ |
| 2023-06-16 | HURST ROBERT J/NY | Director | G-Gift | D | Common Stock | 30,000 | 0.00 | — | 296,483 | — | ↗ |
| 2023-05-23 | Crestview Partners II GP, L.P. | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 4,145,005 | 0.00 | — | 18,257,737 | — | ↗ |
| 2023-04-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,791 | 29.30 | 52.5K | 142,018 | — | ↗ |
| 2023-04-10 | Jackson Mary M. | Director | A-Award | A | Common Stock | 616 | 29.30 | 18.0K | 616 | — | ↗ |
| 2023-04-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 853 | 29.30 | 25.0K | 35,072 | — | ↗ |
| 2023-04-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,578 | 29.30 | 46.2K | 19,811 | — | ↗ |
| 2023-04-10 | HAWKES JAMES B | Director | A-Award | A | Common Stock | 1,706 | 29.30 | 50.0K | 423,955 | — | ↗ |
| 2023-04-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 853 | 29.30 | 25.0K | 16,141 | — | ↗ |
| 2023-04-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 1,045 | 29.30 | 30.6K | 8,122 | — | ↗ |
| 2023-04-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Common Stock, par value $0.01 per share | 1,578 | 29.30 | 46.2K | 22,402,742 | — | ↗ |
| 2023-04-10 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 853 | 29.30 | 25.0K | 299,646 | — | ↗ |
| 2023-03-31 | Policarpo Michael Dennis | Officer | F-InKind | D | Common Stock | 4,251 | 29.27 | 124.4K | 1,017,976 | — | ↗ |
| 2023-03-31 | Gupta Nina | Officer | F-InKind | D | Common Stock | 5,557 | 29.27 | 162.7K | 192,060 | — | ↗ |
| 2023-03-31 | Brown David Craig | Officer | F-InKind | D | Common Stock | 12,428 | 29.27 | 363.8K | 2,277,038 | — | ↗ |
| 2023-03-15 | Policarpo Michael Dennis | Officer | A-Award | A | Common Stock | 49,260 | 29.74 | 1.46M | 1,022,227 | — | ↗ |
| 2023-03-15 | Gupta Nina | Officer | A-Award | A | Common Stock | 36,987 | 29.74 | 1.10M | 197,617 | — | ↗ |
| 2023-03-15 | Brown David Craig | Officer | A-Award | A | Common Stock | 113,819 | 29.74 | 3.38M | 2,289,466 | — | ↗ |
| 2023-03-02 | Crestview Partners II GP, L.P. | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 3,296,423 | 0.00 | — | 22,401,164 | — | ↗ |
| 2023-02-23 | Cliff Kelly Stevenson | Officer | S-Sale | D | Common Stock | 12,500 | 33.13 | 414.1K | 431,422 | — | ↗ |
| 2023-01-26 | Jackson Mary M. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-01-20 | Cliff Kelly Stevenson | Officer | M-Exempt | A | Common Stock | 39,968 | 13.52 | 540.4K | 472,970 | — | ↗ |
| 2023-01-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,720 | 29.06 | 50.0K | 140,227 | — | ↗ |
| 2023-01-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 860 | 29.06 | 25.0K | 34,219 | — | ↗ |
| 2023-01-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,591 | 29.06 | 46.2K | 18,233 | — | ↗ |
| 2023-01-10 | HAWKES JAMES B | Director | A-Award | A | Common Stock | 1,720 | 29.06 | 50.0K | 422,249 | — | ↗ |
| 2023-01-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 860 | 29.06 | 25.0K | 15,288 | — | ↗ |
| 2023-01-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 924 | 29.06 | 26.9K | 7,077 | — | ↗ |
| 2023-01-10 | Crestview Partners II GP, L.P. | Director | A-Award | A | Class A Common Stock | 1,591 | 29.06 | 46.2K | 25,697,587 | — | ↗ |
| 2023-01-10 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 860 | 29.06 | 25.0K | 298,793 | — | ↗ |
| 2023-01-01 | Policarpo Michael Dennis | Officer | F-InKind | D | Common Stock | 14,576 | 26.83 | 391.1K | 987,738 | — | ↗ |
| 2023-01-01 | Cliff Kelly Stevenson | Officer | F-InKind | D | Common Stock | 13,237 | 26.83 | 355.1K | 433,002 | — | ↗ |
| 2023-01-01 | Brown David Craig | Officer | F-InKind | D | Common Stock | 24,873 | 26.83 | 667.3K | 2,203,264 | — | ↗ |
| 2022-12-16 | Brown David Craig | Officer | P-Purchase | A | Common Stock | 20,000 | 26.90 | 538.0K | 2,228,137 | — | ↗ |
| 2022-12-15 | Brown David Craig | Officer | P-Purchase | A | Common Stock | 40,000 | 27.01 | 1.08M | 2,208,137 | — | ↗ |
| 2022-11-25 | RCP Lake Co-Invest, L.P. | Director | J-Other | D | Common Stock | 262,738 | 0.00 | — | 2,839,839 | — | ↗ |
| 2022-11-25 | Crestview Partners II GP, L.P. | Director | J-Other | D | Common Stock | 2,377,359 | 0.00 | — | 25,695,996 | — | ↗ |
| 2022-10-10 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,953 | 25.60 | 50.0K | 138,507 | — | ↗ |
| 2022-10-10 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 976 | 25.60 | 25.0K | 33,359 | — | ↗ |
| 2022-10-10 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,806 | 25.60 | 46.2K | 16,642 | — | ↗ |
| 2022-10-10 | HAWKES JAMES B | Director | A-Award | A | Common Stock | 1,953 | 25.60 | 50.0K | 420,529 | — | ↗ |
| 2022-10-10 | Delaney Robert V. Jr. | Director | A-Award | A | Class A Common Stock | 1,806 | 25.60 | 46.2K | 28,073,355 | — | ↗ |
| 2022-10-10 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 976 | 25.60 | 25.0K | 14,428 | — | ↗ |
| 2022-10-10 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 1,049 | 25.60 | 26.9K | 6,153 | — | ↗ |
| 2022-10-10 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Class A Common Stock | 1,806 | 25.60 | 46.2K | 28,073,355 | — | ↗ |
| 2022-10-10 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 976 | 25.60 | 25.0K | 297,933 | — | ↗ |
| 2022-08-30 | Gupta Nina | Officer | F-InKind | D | Common Stock | 85,363 | 27.15 | 2.32M | 173,119 | — | ↗ |
| 2022-08-26 | Reverence Capital Partners LLC | Director | J-Other | D | Class A Common Stock | 1,365,867 | 0.00 | — | 1,620,765 | — | ↗ |
| 2022-08-24 | Policarpo Michael Dennis | Officer | F-InKind | D | Common Stock | 293,540 | 28.23 | 8.29M | 1,002,314 | — | ↗ |
| 2022-08-01 | Brown David Craig | Officer | F-InKind | D | Common Stock | 421,656 | 28.02 | 11.81M | 2,168,137 | — | ↗ |
| 2022-07-11 | Rappaport Alan | Director | A-Award | A | Common Stock | 2,118 | 23.60 | 50.0K | 136,554 | — | ↗ |
| 2022-07-11 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 1,059 | 23.60 | 25.0K | 32,383 | — | ↗ |
| 2022-07-11 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,959 | 23.60 | 46.2K | 14,836 | — | ↗ |
| 2022-07-11 | HAWKES JAMES B | Director | A-Award | A | Common Stock | 2,118 | 23.60 | 50.0K | 418,576 | — | ↗ |
| 2022-07-11 | Delaney Robert V. Jr. | Director | A-Award | A | Class A Common Stock | 969 | 23.60 | 22.9K | 28,071,549 | — | ↗ |
| 2022-07-11 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 1,059 | 23.60 | 25.0K | 13,452 | — | ↗ |
| 2022-07-11 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 1,098 | 23.60 | 25.9K | 5,104 | — | ↗ |
| 2022-07-11 | Crestview Partners II GP, L.P. | Director / 10% Owner | A-Award | A | Class A Common Stock | 969 | 23.60 | 22.9K | 28,071,549 | — | ↗ |
| 2022-07-11 | Binderow Alex J. | Director | A-Award | A | Common Stock | 535 | 23.60 | 12.6K | 4,541 | — | ↗ |
| 2022-07-11 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 1,059 | 23.60 | 25.0K | 296,957 | — | ↗ |
| 2022-06-30 | Cliff Kelly Stevenson | Officer | M-Exempt | D | Stock Option (right to buy) | 75,083 | 4.73 | 355.1K | 0 | — | ↗ |
| 2022-06-14 | HAWKES JAMES B | Director | P-Purchase | A | Common Stock | 20,000 | 24.51 | 490.2K | 20,000 | — | ↗ |
| 2022-05-19 | Delaney Robert V. Jr. | Director | — | I | Class A Common Stock | 0 | 0.00 | — | 62,968 | — | ↗ |
| 2022-04-11 | Rappaport Alan | Director | A-Award | A | Common Stock | 1,866 | 26.79 | 50.0K | 134,436 | — | ↗ |
| 2022-04-11 | Hirtler-Garvey Karin | Director | A-Award | A | Common Stock | 933 | 26.79 | 25.0K | 31,324 | — | ↗ |
| 2022-04-11 | HURST ROBERT J/NY | Director | A-Award | A | Common Stock | 1,726 | 26.79 | 46.2K | 12,877 | — | ↗ |
| 2022-04-11 | HAWKES JAMES B | Director | A-Award | A | Common Stock | 1,866 | 26.79 | 50.0K | 416,458 | — | ↗ |
| 2022-04-11 | Davanzo Lawrence | Director | A-Award | A | Common Stock | 933 | 26.79 | 25.0K | 12,393 | — | ↗ |
| 2022-04-11 | DEMARTINI RICHARD M | Director | A-Award | A | Common Stock | 933 | 26.79 | 25.0K | 4,006 | — | ↗ |
| 2022-04-11 | Binderow Alex J. | Director | A-Award | A | Common Stock | 933 | 26.79 | 25.0K | 4,006 | — | ↗ |
| 2022-04-11 | Berlinski Milton R. | Director | A-Award | A | Common Stock | 933 | 26.79 | 25.0K | 295,898 | — | ↗ |
| 2022-03-31 | Policarpo Michael Dennis | Officer | D-Return | D | Common Stock | 19,599 | 28.87 | 565.8K | 780,492 | — | ↗ |
| 2022-03-31 | Gupta Nina | Officer | D-Return | D | Common Stock | 12,708 | 28.87 | 366.9K | 134,660 | — | ↗ |
| 2022-03-31 | Cliff Kelly Stevenson | Officer | D-Return | D | Common Stock | 12,973 | 28.87 | 374.5K | 371,384 | — | ↗ |
Executive team
Top executives
EBIT / Employee
1.07M
Shares Outstanding
64.05M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 5.60M | 9.82M | — | — | 178.5K | 16.20M | 60.62% | ↗ |
| 2 | 2025 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 450.0K | 2.10M | 4.75M | — | — | 103.0K | 7.40M | 64.16% | ↗ |
| 3 | 2025 | Thomas M. Sipp Executive Vice President | 375.0K | 850.0K | 3.00M | — | — | — | 4.22M | 71.01% | ↗ |
| 4 | 2025 | Nina Gupta Chief Legal Officer and Head of Human Resources Administration | 400.0K | 1.20M | 1.75M | — | — | 83.5K | 3.43M | 50.97% | ↗ |
| 5 | 2025 | Mannik S. Dhillon President, Investment Franchises and Solutions; Head of Product and Strategy | 325.0K | 900.0K | 1.10M | — | — | 64.8K | 2.39M | 46.03% | ↗ |
| 6 | 2024 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 3.18M | 7.70M | — | — | 114.5K | 11.59M | 66.41% | ↗ |
| 7 | 2024 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 450.0K | 1.54M | 4.00M | — | — | 56.0K | 6.05M | 66.16% | ↗ |
| 8 | 2024 | Nina Gupta Chief Legal Officer and Head of Human Resources Administration | 400.0K | 1.20M | 1.35M | — | — | 63.5K | 3.01M | 44.80% | ↗ |
| 9 | 2024 | Mannik S. Dhillon President, Investment Franchises and Solutions; Head of Product and Strategy | 318.8K | 900.0K | 800.0K | — | — | 54.3K | 2.07M | 38.59% | ↗ |
| 10 | 2023 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 1.62M | 3.38M | — | — | 295.9K | 5.90M | 57.36% | ↗ |
| 11 | 2023 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 450.0K | 600.0K | 1.46M | — | — | 231.8K | 2.75M | 53.34% | ↗ |
| 12 | 2023 | Nina Gupta Chief Legal Officer and Head of Human Resources Administration | 400.0K | 800.0K | 1.10M | — | — | 73.3K | 2.37M | 46.35% | ↗ |
| 13 | 2023 | Mannik S. Dhillon President, Investment Franchises and Solutions; Head of Product and Strategy | 300.0K | 700.0K | 650.0K | — | — | 55.8K | 1.71M | 38.11% | ↗ |
| 14 | 2023 | Kelly S. Cliff Former President, Investment Franchises | 425.0K | — | 100.0K | — | — | 89.2K | 614.1K | 16.28% | ↗ |
| 15 | 2022 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 4.87M | 3.91M | — | — | 303.4K | 9.68M | 40.43% | ↗ |
| 16 | 2022 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 450.0K | 2.49M | 1.69M | — | — | 238.5K | 4.87M | 34.78% | ↗ |
| 17 | 2022 | Nina Gupta Chief Legal Officer and Head of Human Resource Administration | 400.0K | 1.00M | 1.10M | — | — | 110.4K | 2.61M | 42.14% | ↗ |
| 18 | 2022 | Nina Gupta Chief Legal Officer and Head of Human Resources Administration | 400.0K | 1.00M | 1.10M | — | — | 110.4K | 2.61M | 42.14% | ↗ |
| 19 | 2021 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 5.44M | 750.0K | — | — | 300.2K | 7.09M | 10.59% | ↗ |
| 20 | 2021 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 450.0K | 2.81M | 500.0K | — | — | 240.9K | 4.00M | 12.51% | ↗ |
| 21 | 2021 | Nina Gupta Chief Legal Officer and Head of Human Resources Administration | 400.0K | 1.10M | 650.0K | — | — | 101.3K | 2.25M | 28.87% | ↗ |
| 22 | 2021 | Nina Gupta Chief Legal Officer and Head of Human Resource Administration | 400.0K | 1.10M | 650.0K | — | — | 101.3K | 2.25M | 28.87% | ↗ |
| 23 | 2020 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 6.85M | 1.55M | — | — | 263.1K | 9.26M | 16.73% | ↗ |
| 24 | 2020 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 450.0K | 2.81M | 460.0K | — | — | 226.7K | 3.94M | 11.67% | ↗ |
| 25 | 2020 | Kelly S. Cliff President, Investment Franchises | 425.0K | 1.20M | 500.0K | — | — | 124.8K | 2.25M | 22.22% | ↗ |
| 26 | 2019 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 6.85M | 2.06M | — | — | 207.5K | 9.72M | 21.20% | ↗ |
| 27 | 2019 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 443.3K | 2.73M | 1.52M | — | — | 97.3K | 4.79M | 31.83% | ↗ |
| 28 | 2019 | Kelly S. Cliff President, Investment Franchises | 425.0K | 1.20M | 720.0K | — | — | 79.7K | 2.42M | 29.69% | ↗ |
| 29 | 2018 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 2.54M | 8.75M | — | — | 105.3K | 12.00M | 72.95% | ↗ |
| 30 | 2018 | Michael D. Policarpo Chief Operating Officer | 425.0K | 855.0K | 5.00M | — | — | 46.7K | 6.33M | 79.03% | ↗ |
| 31 | 2018 | Michael D. Policarpo President, Chief Financial Officer and Chief Administrative Officer | 425.0K | 855.0K | 5.00M | — | — | 46.7K | 6.33M | 79.03% | ↗ |
| 32 | 2018 | Kelly S. Cliff President, Investment Franchises | 425.0K | 850.0K | 4.25M | — | — | 53.0K | 5.58M | 76.19% | ↗ |
| 33 | 2017 | David C. Brown Chief Executive Officer and Chairman | 600.0K | 3.68M | 3.00M | 114.0K | — | 460.8K | 7.86M | 39.62% | ↗ |
| 34 | 2017 | Kelly S. Cliff President, Investment Franchises | 425.0K | 915.0K | 1.85M | 615.4K | — | 212.2K | 4.02M | 61.37% | ↗ |
| 35 | 2017 | Michael D. Policarpo Chief Operating Officer | 375.0K | 831.0K | 1.70M | 410.3K | — | 272.6K | 3.59M | 58.80% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Craig Brown | Chairman of the Board of Directors & Chief Executive Officer | 6M | male |
| Michael Dennis Policarpo | President, Chief Financial Officer & Chief Administrative Officer | 3M | male |
| Nina Gupta | Chief Legal Officer, Head of Human Resource Administration & Corporate Secretary | 2M | female |
| Thomas Michael Sipp | Executive Vice President | 1M | male |
| Mannik S. Dhillon | President of Investment Franchises & Solutions and Head of ETFs | 1M | male |
| Matthew J. Dennis | Chief of Staff & Director of Investor Relations | — | male |
| Molly Weiss | CTO & Head of Digital Innovation | — | female |
| Lisa Marie Seballos | Director of Finance | — | female |
| Jessica Davila | Director of Global Communications | — | female |
ESG Rating
ESG Score History ASSET MANAGEMENT
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Market share among peers
Peer comparison — filtered group (TTM)
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