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Voya Financial, Inc. (VOYA)
USD98.58
+0.28 (+0.28%)
US NYSE Financial Services Investment - Banking & Investment Services
Address
200 Park Avenue 10166
New York, NY, US
New York, NY, US
CEO
Heather Lavallee
Website
voya.com
IPO
2013-05-02
CIK 1535929 ISIN US9290891004
Also trades on
New York Stock Exchange · VOYA (USD)
New York Stock Exchange · VOYA-PB (USD)
Description
Voya Financial, Inc. provides workplace benefits, and savings solutions and technologies in the United States and internationally. The company operates through three segments: Retirement, Investment Management and Employee Benefits. The Retirement segment offers full-service retirement products; recordkeeping services; stable value and fixed general account investment products; non-qualified plan administration services; and tools, guidance, and services to promote the financial well-being and retirement security of employees. This segment also provides wealth management services, such as individual retirement, managed, and brokerage accounts, as well as financial guidance and advisory services. This segment serves corporate, public and private school systems, higher education institutions, hospitals and healthcare facilities, other non-profit organizations, and state and local governments, as well as institutional clients and individual customers. The Employee Benefits segment offers various insurance products comprising stop loss, group life, group disability, whole and term life, critical illness, accident, and hospital indemnity insurance. This segment also provides worksite employee benefits, health account solutions, leave management, benefits administration, health plan enrollment, financial wellness, and decision support products and services to mid-size and large corporate employers and professional associations. The Investment Management segment provides fixed income, equity, multi-asset, and alternative products and solutions to individual investors, financial intermediaries, and institutional clients through its direct sales force, consultant channel, intermediary partners, banks, broker-dealers, and independent financial advisers. The company was formerly known as ING U.S., Inc. and changed its name to Voya Financial, Inc. in April 2014. Voya Financial, Inc. was founded in 1975 and is based in New York, New York.
News Sentiment (7d)
Based on only 2 articles — low confidence
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
USD98.58
+0.28 (+0.28%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.92
Float Shares
92.32M
Free Float %
99.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.79% | -0.24% | +14.57% | +8.14% | +10.48% | +7.57% | +14.83% | +16.81% | +22.86% | +162.46% | +284.50% |
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 (26 ratings, all time)
Buy
Price Targets & DCF
Current price
98.58
Low
86.00
-12.8%
Consensus
89.67
-9.0%
Median
88.50
-10.2%
High
95.00
-3.6%
DCF (Unlevered)
252.98
+156.6%
DCF (Levered)
285.76
+189.9%
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)
58% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | -1 |
| Buy | 3 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
91.00
-7.7%
|
| Last Quarter | 3 |
89.67
-9.0%
|
| Last Year | 12 |
87.67
-11.1%
|
| All Time | 26 |
85.08
-13.7%
|
Quality scores
Altman Z-Score
0.15
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Investment - Banking & Investment Services: +23.9%-6.9%
-
EPS growth Investment - Banking & Investment Services: +31.6%+2.4% Q1'26: +22.5% (vs Q1'25)
-
FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%+7.3% Q1'26: -1.9% (vs Q1'25)
-
EBIT margin Investment - Banking & Investment Services: +33.7%+3.5% Q1'26: +13.8% (vs Q1'25)
-
ROIC Investment - Banking & Investment Services: +2.7%+2.9% ★ Q1'26: +10.7% (vs Q1'25)
-
Share dilution Investment - Banking & Investment Services: +0.1%-4.3% ★ Q1'26: -0.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×8.06× Q1'26: 2.41× (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 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 8 EPS Ana. |
Dec 2028 4 Rev. Ana. 5 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
8.75B
est: 5.36B (+63.2%)
|
10.99B
est: 6.22B (+76.7%)
|
8.74B
est: 8.90B (-1.8%)
|
8.79B
est: 9.13B (-3.8%)
|
7.23B
est: 8.66B (-16.5%)
|
7.16B
est: 8.22B (-12.9%)
|
7.48B
est: 7.92B (-5.5%)
|
7.65B
est: 5.49B (+39.2%)
|
4.23B
est: 6.41B (-34.0%)
|
5.93B
est: 6.16B (-3.8%)
|
7.35B
est: 7.73B (-4.9%)
|
8.05B
est: 7.47B (+7.8%)
|
7.50B
est: 7.71B (-2.8%)
|
7.96B
7.78B – 8.19B
+3.2% YoY
|
8.22B
7.94B – 8.45B
+3.3% YoY
|
7.16B
7.07B – 7.29B
-12.8% YoY
|
8.54B
8.43B – 8.69B
+19.2% YoY
|
| EBITDA |
1.21B
est: 437.43M (+175.9%)
|
1.29B
est: 1.02B (+26.5%)
|
1.04B
est: 967.64M (+7.2%)
|
498.60M
est: -205.29M (+342.9%)
|
649.00M
est: -1.32B (+149.3%)
|
785.00M
est: 1.28B (-38.7%)
|
786.00M
est: -322.77M (+343.5%)
|
538.00M
est: -380.97M (+241.2%)
|
2.97B
est: 1.47B (+101.6%)
|
611.00M
est: 928.19M (-34.2%)
|
976.00M
est: 1.71B (-43.1%)
|
1.10B
est: 1.66B (-33.7%)
|
261.00M
est: 1.71B (-84.7%)
|
1.77B
1.73B – 1.82B
+3.2% YoY
|
1.82B
1.76B – 1.87B
+3.3% YoY
|
1.59B
1.57B – 1.62B
-12.8% YoY
|
1.89B
1.87B – 1.93B
+19.2% YoY
|
| EBIT |
1.12B
|
1.20B
|
945.00M
|
400.00M
|
649.00M
|
785.00M
|
786.00M
|
538.00M
|
2.97B
|
611.00M
est: 82.25M (+642.9%)
|
976.00M
est: 1.71B (-43.1%)
|
1.10B
est: 1.66B (-33.7%)
|
261.00M
est: 1.71B (-84.7%)
|
1.77B
1.73B – 1.82B
+3.2% YoY
|
1.82B
1.76B – 1.87B
+3.3% YoY
|
1.59B
1.57B – 1.62B
-12.8% YoY
|
1.89B
1.87B – 1.93B
+19.2% YoY
|
| Net Income |
598.50M
est: 21.40M (+2,697.1%)
|
2.30B
est: 1.86B (+23.5%)
|
408.00M
est: 433.25M (-5.8%)
|
-327.00M
est: -401.19M (+18.5%)
|
-2.99B
est: -2.18B (-37.1%)
|
762.00M
est: 946.58M (-19.5%)
|
-360.00M
est: -342.90M (-5.0%)
|
-206.00M
est: -522.93M (+60.6%)
|
2.11B
est: 1.38B (+52.8%)
|
510.00M
est: 787.98M (-35.3%)
|
625.00M
est: 755.76M (-17.3%)
|
667.00M
est: 652.48M (+2.2%)
|
654.00M
est: 873.19M (-25.1%)
|
928.62M
903.19M – 954.06M
+6.3% YoY
|
1.07B
1.06B – 1.08B
+15.4% YoY
|
1.22B
1.16B – 1.29B
+13.9% YoY
|
1.24B
1.22B – 1.27B
+1.7% YoY
|
| SGA |
2.69B
est: 3.28B (-18.2%)
|
3.46B
est: 3.13B (+10.6%)
|
2.68B
est: 2.43B (+10.5%)
|
2.62B
est: 2.42B (+8.5%)
|
2.48B
est: 2.12B (+16.9%)
|
2.52B
est: 2.29B (+9.9%)
|
2.55B
est: 2.12B (+20.2%)
|
2.65B
est: 2.17B (+22.1%)
|
—
|
2.54B
|
3.01B
est: 1.89B (+59.6%)
|
3.08B
est: 1.82B (+68.8%)
|
—
est: 1.88B (-100.0%)
|
1.94B
1.90B – 2.00B
+3.2% YoY
|
2.01B
1.94B – 2.06B
+3.3% YoY
|
1.75B
1.73B – 1.78B
-12.8% YoY
|
2.09B
2.06B – 2.12B
+19.2% YoY
|
| EPS |
2.39
est: -0.75 (+420.8%)
|
9.07
est: 2.56 (+254.3%)
|
1.81
est: 2.81 (-35.7%)
|
-1.63
est: 2.51 (-165.0%)
|
-16.94
est: 2.79 (-707.0%)
|
5.33
est: 3.95 (+35.0%)
|
5.43
est: 4.55 (+19.2%)
|
-1.24
est: 2.87 (-143.2%)
|
17.92
est: 8.00 (+124.1%)
|
4.71
est: 6.97 (-32.5%)
|
5.74
est: 7.77 (-26.1%)
|
6.31
est: 6.63 (-4.8%)
|
6.39
est: 9.00 (-29.0%)
|
9.53
9.31 – 9.84
+5.9% YoY
|
11.06
10.93 – 11.17
+16.0% YoY
|
12.49
11.93 – 13.25
+12.9% YoY
|
12.80
12.59 – 13.09
+2.5% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | UBS | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 4/5 | 4/5 | 2/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 4/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-34.45M
OE per share TTM
-0.05
Owner's Yield
-0.43%
Maintenance CapEx ratio
1.46%
Maint CapEx / Avg PPE
0.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
123
Total invested
403.76M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 12.13M | 10.90% | 10.58M | — | 12.13M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 9.82M | 10.03% | — | 56.2K | 9.60M | 223.0K | IA | Pennsylvania | 2022-09-09 | ↗ |
| 3 | Wellington Group Holdings LLP | 7.03M | 6.33% | — | 6.87M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 4 | Wellington Investment Advisors Holdings LLP | 7.03M | 6.33% | — | 6.87M | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 5 | Wellington Management Group LLP | 7.03M | 6.33% | — | 6.87M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 6 | PZENA INVESTMENT MANAGEMENT, LLC | 6.99M | 4.85% | 3.00M | — | 6.99M | — | IA | DELAWARE | 2019-06-07 | ↗ |
| 7 | Wellington Management Company LLP | 6.81M | 6.14% | — | 6.69M | — | — | IA | Delaware | 2022-02-04 | ↗ |
| 8 | Ameriprise Financial, Inc. | 5.01M | 5.16% | — | 4.91M | — | 5.01M | HC | — | 2023-02-14 | ↗ |
| 9 | 2. | 402.6K | 4.60% | 402.6K | — | 402.6K | — | HC | BIN1T33K8 | 2022-08-04 | ↗ |
| 10 | 52-1222820 | 320.0K | 8.00% | 320.0K | — | 320.0K | — | HC | — | 2021-09-22 | ↗ |
| 11 | Page 1 of 4 Pages | — | 0.00% | — | — | — | — | CO | Number of | 2015-03-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
123
-347 vs prev Q
New positions
18
Closed positions
356
Increased
52
Reduced
42
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. | 821.1K +821.1K (+100.0%) | 61.16B +61.2B (+100.0%) | 0.86% +0.855 pp | 0.09% +0.092 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 2 | — | 246.1K +246.1K (+100.0%) | 18.33B +18.3B (+100.0%) | 0.26% +0.256 pp | 3.39% +3.392 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 3 | VANGUARD GROUP INC | 10.99M -230.2K (-2.1%) | 818.90M -20.6M (-2.5%) | 11.45% -0.240 pp | 0.01% -0.001 pp | USD45.68 +63.1% | 47 qtrs — |
| 4 | BLACKROCK, INC. | 9.51M -751.6K (-7.3%) | 708.49M -59.2M (-7.7%) | 9.91% -0.783 pp | 0.01% -0.002 pp | USD77.79 -4.2% | 6 qtrs — |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | 6.74M -18.9K (-0.3%) | 501.71M -3.5M (-0.7%) | 7.02% -0.020 pp | 0.05% +0.000 pp | USD73.84 +0.9% | 47 qtrs — |
| 6 | BANK OF NEW YORK MELLON CORP | 6.41M -102.3K (-1.6%) | 477.82M -9.6M (-2.0%) | 6.68% -0.107 pp | 0.09% -0.010 pp | USD59.73 +24.7% | 47 qtrs — |
| 7 | FMR LLC | 4.97M +349.9K (+7.6%) | 369.90M +24.6M (+7.1%) | 5.17% +0.364 pp | 0.02% +0.001 pp | USD72.69 +2.5% | 47 qtrs — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 4.49M +230.9K (+5.4%) | 334.68M +15.9M (+5.0%) | 4.68% +0.241 pp | 0.06% +0.003 pp | USD59.47 +25.3% | 44 qtrs — |
| 9 | PZENA INVESTMENT MANAGEMENT LLC | 3.63M -19.5K (-0.5%) | 270.12M -2.6M (-0.9%) | 3.78% -0.020 pp | 0.81% -0.073 pp | USD34.53 +115.7% | 47 qtrs — |
| 10 | BOSTON PARTNERS | 3.56M +62.0K (+1.8%) | 265.36M +3.9M (+1.5%) | 3.71% +0.065 pp | 0.27% +0.006 pp | USD69.41 +7.3% | 14 qtrs — |
| 11 | STATE STREET CORP | 3.24M -76.2K (-2.3%) | 241.33M -6.7M (-2.7%) | 3.37% -0.079 pp | 0.01% -0.001 pp | USD44.71 +66.6% | 48 qtrs — |
| 12 | AMERIPRISE FINANCIAL INC | 2.71M -547.4K (-16.8%) | 202.04M -41.8M (-17.1%) | 2.83% -0.570 pp | 0.05% -0.010 pp | USD55.76 +33.6% | 47 qtrs — |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.71M +44.1K (+1.7%) | 201.60M +2.5M (+1.2%) | 2.82% +0.046 pp | 0.07% +0.003 pp | USD65.09 +14.4% | 17 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2.45M +18.9K (+0.8%) | 182.56M +657.0K (+0.4%) | 2.55% +0.020 pp | 0.04% -0.001 pp | USD54.63 +36.4% | 47 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.83M +70.2K (+4.0%) | 136.15M +4.7M (+3.6%) | 1.90% +0.073 pp | 0.01% +0.000 pp | USD50.28 +48.2% | 47 qtrs — |
| 16 | MORGAN STANLEY | 1.65M +86.8K (+5.5%) | 123.21M +6.0M (+5.1%) | 1.72% +0.091 pp | 0.01% +0.000 pp | USD60.64 +22.8% | 47 qtrs — |
| 17 | UBS ASSET MANAGEMENT AMERICAS INC | 1.52M +88.4K (+6.2%) | 113.24M +6.1M (+5.7%) | 1.58% +0.092 pp | 0.02% +0.001 pp | USD66.65 +11.8% | 47 qtrs — |
| 18 | FIL LTD | 1.30M -18.4K (-1.4%) | 96.51M -1.8M (-1.8%) | 1.35% -0.019 pp | 0.07% -0.005 pp | USD53.15 +40.2% | 32 qtrs — |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 1.20M -506.7K (-29.6%) | 89.66M -38.3M (-29.9%) | 1.25% -0.528 pp | 0.11% -0.048 pp | USD69.89 +6.6% | 46 qtrs — |
| 20 | NORGES BANK | 1.12M +1.1M (+100.0%) | 83.11M +83.1M (+100.0%) | 1.16% +1.162 pp | 0.01% +0.009 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 21 | LSV ASSET MANAGEMENT | 999.5K -17.4K (-1.7%) | 74.45M -1.6M (-2.1%) | 1.04% -0.018 pp | 0.16% -0.006 pp | USD45.21 +64.8% | 43 qtrs — |
| 22 | GW&K INVESTMENT MANAGEMENT, LLC | 924.2K -54.6K (-5.6%) | 68.84M -4.4M (-6.0%) | 0.96% -0.057 pp | 0.60% -0.053 pp | USD51.97 +43.3% | 24 qtrs — |
| 23 | NORTHERN TRUST CORP | 828.9K -46.0K (-5.3%) | 61.74M -3.7M (-5.7%) | 0.86% -0.048 pp | 0.01% -0.001 pp | USD58.72 +26.9% | 47 qtrs — |
| 24 | MILLENNIUM MANAGEMENT LLC | 768.7K -316.0K (-29.1%) | 57.26M -23.9M (-29.4%) | 0.80% -0.329 pp | 0.02% -0.011 pp | USD71.85 +3.7% | 47 qtrs — |
| 25 | FREESTONE GROVE PARTNERS LP | 724.3K -5.9K (-0.8%) | 53.95M -669.3K (-1.2%) | 0.75% -0.006 pp | 0.39% -0.018 pp | USD71.00 +4.9% | 3 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 668.1K +84.0K (+14.4%) | 49.77M +6.1M (+13.9%) | 0.70% +0.088 pp | 0.01% +0.001 pp | USD64.57 +15.4% | 47 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 666.7K -3.0K (-0.4%) | 49.66M -432.0K (-0.9%) | 0.69% -0.003 pp | 0.01% 0.000 pp | USD48.32 +54.2% | 47 qtrs — |
| 28 | ALGEBRIS (UK) LTD | 660.7K +99.1K (+17.6%) | 49.24M +7.3M (+17.3%) | 0.69% +0.103 pp | 3.86% -0.894 pp | USD70.26 +6.0% | 8 qtrs — |
| 29 | AQR CAPITAL MANAGEMENT LLC | 639.1K +130.2K (+25.6%) | 47.61M +9.5M (+25.1%) | 0.67% +0.136 pp | 0.03% +0.001 pp | USD70.85 +5.1% | 47 qtrs — |
| 30 | VIRGINIA RETIREMENT SYSTEMS ET AL | 496.7K +4.3K (+0.9%) | 37.00M +163.9K (+0.4%) | 0.52% +0.004 pp | 0.22% -0.019 pp | USD67.93 +9.7% | 4 qtrs — |
| 31 | FRANKLIN RESOURCES INC | 469.6K -234.9K (-33.3%) | 34.98M -17.7M (-33.6%) | 0.49% -0.245 pp | 0.01% -0.005 pp | USD33.24 +124.1% | 47 qtrs — |
| 32 | WEDGE CAPITAL MANAGEMENT L L P/NC | 447.0K -43.0K (-8.8%) | 33.30M -3.4M (-9.2%) | 0.47% -0.045 pp | 0.60% -0.023 pp | USD74.80 -0.4% | 2 qtrs — |
| 33 | ALYESKA INVESTMENT GROUP, L.P. | 400.0K +400.0K (+100.0%) | 29.80M +29.8M (+100.0%) | 0.42% +0.417 pp | 0.08% +0.084 pp | USD74.49 +0.0% | 3 qtrs — |
| 34 | INVESCO LTD. | 386.2K +65.4K (+20.4%) | 28.77M +4.8M (+19.9%) | 0.40% +0.068 pp | 0.00% +0.001 pp | USD62.29 +19.6% | 47 qtrs — |
| 35 | NUVEEN, LLC | 319.8K -81.8K (-20.4%) | 23.82M -6.2M (-20.7%) | 0.33% -0.085 pp | 0.01% -0.002 pp | USD69.12 +7.8% | 4 qtrs — |
| 36 | BARCLAYS PLC | 313.8K +265.0K (+541.9%) | 23.38M +19.5M (+503.6%) | 0.33% +0.276 pp | 0.01% +0.005 pp | USD73.88 +0.8% | 47 qtrs — |
| 37 | UBS GROUP AG | 299.4K -51.6K (-14.7%) | 22.30M -3.9M (-15.0%) | 0.31% -0.054 pp | 0.00% -0.001 pp | USD68.65 +8.5% | 45 qtrs — |
| 38 | ARISTOTLE CAPITAL BOSTON, LLC | 283.2K -29.2K (-9.4%) | 21.10M -2.3M (-9.7%) | 0.30% -0.030 pp | 1.16% -0.046 pp | USD60.05 +24.0% | 21 qtrs — |
| 39 | BANK OF AMERICA CORP /DE/ | 278.5K -202.0K (-42.0%) | 20.75M -15.2M (-42.3%) | 0.29% -0.211 pp | 0.00% -0.001 pp | USD63.31 +17.7% | 47 qtrs — |
| 40 | RETIREMENT SYSTEMS OF ALABAMA | 267.1K -2.4K (-0.9%) | 19.90M -259.6K (-1.3%) | 0.28% -0.003 pp | 0.06% -0.002 pp | USD66.53 +12.0% | 17 qtrs — |
| 41 | HUDSON BAY CAPITAL MANAGEMENT LP | 253.7K +102.3K (+67.5%) | 18.90M +7.6M (+66.8%) | 0.26% +0.107 pp | 0.06% +0.025 pp | USD72.80 +2.3% | 3 qtrs — |
| 42 | RHUMBLINE ADVISERS | 253.1K -5.5K (-2.1%) | 18.86M -491.5K (-2.5%) | 0.26% -0.006 pp | 0.02% 0.000 pp | USD58.03 +28.4% | 48 qtrs — |
| 43 | LEEWARD INVESTMENTS, LLC - MA | 248.5K -1.2K (-0.5%) | 18.51M -166.9K (-0.9%) | 0.26% -0.001 pp | 0.94% -0.018 pp | USD78.02 -4.5% | 6 qtrs — |
| 44 | SEI INVESTMENTS CO | 232.7K +84.4K (+56.8%) | 17.34M +6.2M (+56.2%) | 0.24% +0.088 pp | 0.02% +0.005 pp | USD62.77 +18.7% | 45 qtrs — |
| 45 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 232.0K +40.9K (+21.4%) | 17.28M +3.0M (+20.9%) | 0.24% +0.043 pp | 0.13% +0.021 pp | USD71.30 +4.5% | 14 qtrs — |
| 46 | QUBE RESEARCH & TECHNOLOGIES LTD | 224.1K +224.1K (+100.0%) | 16.69M +16.7M (+100.0%) | 0.23% +0.233 pp | 0.02% +0.017 pp | USD74.49 +0.0% | 13 qtrs — |
| 47 | QUANTINNO CAPITAL MANAGEMENT LP | 222.4K +2.6K (+1.2%) | 16.56M +122.1K (+0.7%) | 0.23% +0.003 pp | 0.03% -0.012 pp | USD71.85 +3.7% | 9 qtrs — |
| 48 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 216.6K +11.7K (+5.7%) | 16.13M +810.0K (+5.3%) | 0.23% +0.012 pp | 0.48% +0.020 pp | USD71.58 +4.1% | 6 qtrs — |
| 49 | POINT72 ASSET MANAGEMENT, L.P. | 215.2K -120.5K (-35.9%) | 16.03M -9.1M (-36.2%) | 0.22% -0.126 pp | 0.02% -0.024 pp | USD73.90 +0.8% | 6 qtrs — |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 204.8K -9.4K (-4.4%) | 15.25M -764.5K (-4.8%) | 0.21% -0.010 pp | 0.01% 0.000 pp | USD65.50 +13.7% | 47 qtrs — |
| 51 | IMPAX ASSET MANAGEMENT GROUP PLC | 203.1K +20.7K (+11.4%) | 15.13M +1.5M (+10.9%) | 0.21% +0.022 pp | 0.09% +0.015 pp | USD66.01 +12.8% | 30 qtrs — |
| 52 | JPMORGAN CHASE & CO | 201.4K -20.8K (-9.4%) | 15.01M -1.6M (-9.8%) | 0.21% -0.022 pp | 0.00% 0.000 pp | USD56.60 +31.6% | 47 qtrs — |
| 53 | DEKABANK DEUTSCHE GIROZENTRALE | 193.6K +— (+0.0%) | 14.65M +321.0K (+2.2%) | 0.20% +0.000 pp | 0.03% +0.001 pp | USD64.65 +15.2% | 47 qtrs — |
| 54 | PRANA CAPITAL MANAGEMENT, LP | 195.9K +163.1K (+497.0%) | 14.59M +12.1M (+494.5%) | 0.20% +0.170 pp | 0.53% +0.447 pp | USD74.54 -0.1% | 4 qtrs — |
| 55 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 195.9K +11.4K (+6.2%) | 14.59M +792.0K (+5.7%) | 0.20% +0.012 pp | 0.01% +0.000 pp | USD47.85 +55.7% | 47 qtrs — |
| 56 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 195.3K -6.8K (-3.4%) | 14.55M -570.7K (-3.8%) | 0.20% -0.007 pp | 0.59% -0.031 pp | USD67.91 +9.7% | 12 qtrs — |
| 57 | SWISS NATIONAL BANK | 190.1K +3.5K (+1.9%) | 14.16M +202.9K (+1.5%) | 0.20% +0.004 pp | 0.01% +0.000 pp | USD66.69 +11.7% | 17 qtrs — |
| 58 | M&G PLC | 184.1K +11.6K (+6.7%) | 13.63M +689.1K (+5.3%) | 0.19% +0.012 pp | 0.07% +0.001 pp | USD72.47 +2.8% | 8 qtrs — |
| 59 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 173.4K +21.5K (+14.2%) | 12.94M +1.6M (+13.9%) | 0.18% +0.022 pp | 0.02% +0.002 pp | USD72.32 +3.0% | 4 qtrs — |
| 60 | CEREDEX VALUE ADVISORS LLC | 172.9K +14.8K (+9.4%) | 12.88M +1.1M (+8.9%) | 0.18% +0.015 pp | 0.39% +0.113 pp | USD69.08 +7.8% | 4 qtrs — |
| 61 | ALLIANCEBERNSTEIN L.P. | 171.5K -10.3K (-5.7%) | 12.77M -822.7K (-6.1%) | 0.18% -0.011 pp | 0.00% 0.000 pp | USD61.40 +21.3% | 47 qtrs — |
| 62 | EPOCH INVESTMENT PARTNERS, INC. | 167.5K +167.5K (+100.0%) | 12.48M +12.5M (+100.0%) | 0.17% +0.175 pp | 0.07% +0.071 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 63 | BRIDGEWATER ASSOCIATES, LP | 159.1K +13.8K (+9.5%) | 11.85M +986.6K (+9.1%) | 0.17% +0.014 pp | 0.04% +0.001 pp | USD72.41 +2.9% | 7 qtrs — |
| 64 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 153.5K +153.5K (+100.0%) | 11.43M +11.4M (+100.0%) | 0.16% +0.160 pp | 0.04% +0.040 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 65 | LEGAL & GENERAL GROUP PLC | 149.4K -19.4K (-11.5%) | 11.13M -1.5M (-11.9%) | 0.16% -0.020 pp | 0.00% 0.000 pp | USD45.57 +63.5% | 47 qtrs — |
| 66 | ENVESTNET ASSET MANAGEMENT INC | 145.2K -70.2K (-32.6%) | 10.82M -5.3M (-32.9%) | 0.15% -0.073 pp | 0.00% -0.001 pp | USD62.05 +20.0% | 43 qtrs — |
| 67 | FIRST TRUST ADVISORS LP | 138.3K -28.8K (-17.2%) | 10.31M -2.2M (-17.5%) | 0.14% -0.030 pp | 0.01% -0.002 pp | USD71.48 +4.2% | 47 qtrs — |
| 68 | RAYMOND JAMES FINANCIAL INC | 133.8K -2.7K (-2.0%) | 9.97M -242.4K (-2.4%) | 0.14% -0.003 pp | 0.00% 0.000 pp | USD69.45 +7.3% | 5 qtrs — |
| 69 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 127.5K +893.0 (+0.7%) | 9.50M +27.3K (+0.3%) | 0.13% +0.001 pp | 0.03% -0.001 pp | USD74.80 -0.4% | 2 qtrs — |
| 70 | GATOR CAPITAL MANAGEMENT, LLC | 125.3K +125.3K (+100.0%) | 9.33M +9.3M (+100.0%) | 0.13% +0.131 pp | 1.89% +1.892 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 71 | RIVER ROAD ASSET MANAGEMENT, LLC | 124.5K -3.0K (-2.3%) | 9.27M -262.5K (-2.8%) | 0.13% -0.003 pp | 0.10% -0.005 pp | USD69.26 +7.6% | 4 qtrs — |
| 72 | STATE OF WISCONSIN INVESTMENT BOARD | 123.9K -2.0K (-1.6%) | 9.23M -185.6K (-2.0%) | 0.13% -0.002 pp | 0.02% -0.001 pp | USD62.86 +18.5% | 47 qtrs — |
| 73 | HSBC HOLDINGS PLC | 121.3K +67.3K (+124.7%) | 9.03M +5.0M (+126.4%) | 0.13% +0.070 pp | 0.00% +0.002 pp | USD72.92 +2.2% | 47 qtrs — |
| 74 | RUSSELL INVESTMENTS GROUP, LTD. | 110.7K +3.3K (+3.0%) | 8.25M +210.8K (+2.6%) | 0.12% +0.003 pp | 0.01% 0.000 pp | USD57.14 +30.4% | 37 qtrs — |
| 75 | MITSUBISHI UFJ TRUST & BANKING CORP | 110.2K -15.0K (-12.0%) | 8.21M -1.2M (-12.3%) | 0.11% -0.016 pp | 0.02% -0.001 pp | USD69.79 +6.7% | 47 qtrs — |
| 76 | CITADEL ADVISORS LLC | 106.7K -36.5K (-25.5%) | 7.95M -2.8M (-25.8%) | 0.11% -0.038 pp | 0.00% 0.000 pp | USD70.17 +6.2% | 47 qtrs — |
| 77 | ACADIAN ASSET MANAGEMENT LLC | 105.7K +81.1K (+330.0%) | 7.87M +6.0M (+328.5%) | 0.11% +0.085 pp | 0.01% +0.010 pp | USD74.56 -0.1% | 2 qtrs — |
| 78 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 103.7K -9.4K (-8.3%) | 7.84M -555.8K (-6.6%) | 0.11% -0.010 pp | 0.01% -0.001 pp | USD68.09 +9.4% | 17 qtrs — |
| 79 | THRIVENT FINANCIAL FOR LUTHERANS | 104.2K -4.4K (-4.1%) | 7.76M -364.0K (-4.5%) | 0.11% -0.005 pp | 0.01% -0.002 pp | USD70.51 +5.6% | 20 qtrs — |
| 80 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 97.6K -1.6K (-1.6%) | 7.27M -149.4K (-2.0%) | 0.10% -0.002 pp | 0.01% 0.000 pp | USD46.76 +59.3% | 47 qtrs — |
| 81 | NEW YORK STATE COMMON RETIREMENT FUND | 96.4K +— (+0.0%) | 7.18M -29.9K (-0.4%) | 0.10% +0.000 pp | 0.01% +0.000 pp | USD52.31 +42.4% | 47 qtrs — |
| 82 | ALLIANZ ASSET MANAGEMENT GMBH | 94.7K +94.7K (+100.0%) | 7.05M +7.1M (+100.0%) | 0.10% +0.099 pp | 0.01% +0.007 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 83 | ALGERT GLOBAL LLC | 92.0K +— (+0.0%) | 6.86M -29.0K (-0.4%) | 0.10% +0.000 pp | 0.11% -0.008 pp | USD71.53 +4.1% | 7 qtrs — |
| 84 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 90.7K -85.0 (-0.1%) | 6.76M -34.5K (-0.5%) | 0.09% 0.000 pp | 0.01% 0.000 pp | USD40.00 +86.2% | 47 qtrs — |
| 85 | CANADA PENSION PLAN INVESTMENT BOARD | 87.2K +5.9K (+7.3%) | 6.49M +414.3K (+6.8%) | 0.09% +0.006 pp | 0.00% +0.000 pp | USD70.17 +6.2% | 5 qtrs — |
| 86 | D. E. SHAW & CO., INC. | 80.7K +61.5K (+321.4%) | 6.01M +4.6M (+319.7%) | 0.08% +0.064 pp | 0.00% +0.003 pp | USD73.47 +1.4% | 47 qtrs — |
| 87 | SQUAREPOINT OPS LLC | 76.8K +76.8K (+100.0%) | 5.72M +5.7M (+100.0%) | 0.08% +0.080 pp | 0.01% +0.006 pp | USD74.49 +0.0% | 26 qtrs — |
| 88 | MAN GROUP PLC | 75.8K +13.0K (+20.8%) | 5.64M +952.1K (+20.3%) | 0.08% +0.014 pp | 0.01% +0.001 pp | USD72.97 +2.1% | 32 qtrs — |
| 89 | IEQ CAPITAL, LLC | 74.2K +21.1K (+39.7%) | 5.53M +1.6M (+39.1%) | 0.08% +0.022 pp | 0.02% +0.005 pp | USD74.71 -0.3% | 2 qtrs — |
| 90 | ROYAL BANK OF CANADA | 73.4K -1.9M (-96.3%) | 5.47M -143.2M (-96.3%) | 0.08% -1.994 pp | 0.00% -0.024 pp | USD71.21 +4.6% | 47 qtrs — |
| 91 | CADENCE BANK | 70.8K +21.5K (+43.6%) | 5.27M +1.6M (+43.0%) | 0.07% +0.022 pp | 0.31% +0.085 pp | USD73.05 +2.0% | 3 qtrs — |
| 92 | HOLOCENE ADVISORS, LP | 69.9K -8.5K (-10.9%) | 5.20M -661.0K (-11.3%) | 0.07% -0.009 pp | 0.01% -0.002 pp | USD71.84 +3.7% | 8 qtrs — |
| 93 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 68.1K -2.2K (-3.2%) | 5.07M -187.6K (-3.6%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD66.57 +11.9% | 17 qtrs — |
| 94 | VICTORY CAPITAL MANAGEMENT INC | 65.4K +5.1K (+8.4%) | 4.87M +358.4K (+7.9%) | 0.07% +0.005 pp | 0.00% +0.000 pp | USD61.04 +22.0% | 37 qtrs — |
| 95 | COMERICA BANK | 64.2K -3.1K (-4.6%) | 4.78M -250.6K (-5.0%) | 0.07% -0.003 pp | 0.02% +0.000 pp | USD70.52 +5.6% | 10 qtrs — |
| 96 | WELLS FARGO & COMPANY/MN | 64.0K -27.7K (-30.2%) | 4.77M -2.1M (-30.5%) | 0.07% -0.029 pp | 0.00% 0.000 pp | USD60.82 +22.5% | 47 qtrs — |
| 97 | BESSEMER GROUP INC | 61.3K +60.1K (+5,104.4%) | 4.57M +4.5M (+5,089.8%) | 0.06% +0.063 pp | 0.01% +0.007 pp | USD74.45 +0.1% | 20 qtrs — |
| 98 | KELLY FINANCIAL GROUP LLC | 4.07M +— (+0.0%) | 4.07M +— (+0.0%) | 4.24% +0.000 pp | 1.04% -0.045 pp | USD67.89 +9.7% | 4 qtrs — |
| 99 | VERDAD ADVISERS, LP | 2.00M +2.0M (+100.0%) | 1.90M +1.9M (+100.0%) | 2.08% +2.083 pp | 2.17% +2.173 pp | USD74.49 +0.0% | 1 qtrs NEW |
| 100 | MGO ONE SEVEN LLC | 141.6K +2.0 (+0.0%) | 165.4K -10.4M (-98.4%) | 0.15% +0.000 pp | 0.00% -0.241 pp | USD56.29 +32.3% | 28 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 195 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Morgan Dempsey Large Cap Value ETF MDLV | 2.37% | 766.5K | 0.66% |
| 2 | Freedom Day Dividend ETF MBOX | 2.33% | 2.87M | 0.39% |
| 3 | Pzena U.S. Large Cap Value ETF PZLV | 1.97% | 1.17M | 0.60% |
| 4 | Invesco S&P MidCap 400 GARP ETF GRPM | 1.39% | 6.65M | 0.35% |
| 5 | Invesco S&P MidCap Value with Momentum ETF XMVM | 1.37% | 6.64M | 0.41% |
| 6 | BNY Mellon Enhanced Dividend and Income ETF BEDY | 1.24% | 2.16M | 0.50% |
| 7 | BNY Mellon Dynamic Value ETF BKDV | 1.07% | 18.23M | 0.60% |
| 8 | LeaderSharesTM AlphaFactor US Core Equity ETF LSAF | 1.04% | 1.23M | 0.75% |
| 9 | Invesco S&P MidCap 400 Pure Value ETF RFV | 1.02% | 3.32M | 0.35% |
| 10 | State Street SPDR S&P Bank ETF KBE | 1.02% | 15.53M | 0.35% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.31
Neutral
Ratio by volume
2.56
Bullish
Buys
42
Sells
32
Shares acquired
568.1K
Shares disposed
221.6K
Cash buys
—
Cash sales
3.00
Net activity
+346,483
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Fee Plan Issuer Stock Units | 104 | 0.00 | — | 5,835 | D | ↗ |
| 2026-03-02 | Ogle Trevor | Officer | S-Sale | D | Common Stock | 1,689 | 65.00 | 109.8K | 6,881 | D | ↗ |
| 2026-02-20 | Oh Tony D | Officer | S-Sale | D | Common Stock | 3,515 | 73.78 | 259.4K | 0 | D | ↗ |
| 2026-02-20 | Ogle Trevor | Officer | S-Sale | D | Common Stock | 8,536 | 73.81 | 630.1K | 8,570 | D | ↗ |
| 2026-02-18 | Biggar Lynne | Director | M-Exempt | D | Deferred Fee Plan Issuer Stock Units | 197 | 0.00 | — | 1 | D | ↗ |
| 2026-02-17 | Tressy Rachel | Officer | A-Award | A | Restricted Stock Units | 3,435 | 0.00 | — | 6,759 | D | ↗ |
| 2026-02-17 | Toms Matthew | Other | A-Award | A | Performance Stock Unit | 29,499 | 0.00 | — | 64,672 | D | ↗ |
| 2026-02-17 | Thompson Brannigan C | Other | M-Exempt | D | Performance Stock Unit | 793 | 0.00 | — | 31,672 | D | ↗ |
| 2026-02-17 | Oh Tony D | Officer | A-Award | A | Performance Stock Unit | 2,873 | 0.00 | — | 13,467 | D | ↗ |
| 2026-02-17 | Ogle Trevor | Officer | M-Exempt | A | Common Stock | 4,250 | 0.00 | — | 12,820 | D | ↗ |
| 2026-02-17 | Longerstaey Jacques M | Other | F-InKind | D | Restricted Stock Units | 294 | 0.00 | — | 4,999 | D | ↗ |
| 2026-02-17 | Lavallee Heather H. | Officer | M-Exempt | A | Common Stock | 15,117 | 0.00 | — | 91,542 | D | ↗ |
| 2026-02-17 | Keshavan Santhosh | Officer | A-Award | A | Performance Stock Unit | 19,829 | 0.00 | — | 65,725 | D | ↗ |
| 2026-02-17 | Katz Michael Robert | Officer | F-InKind | D | Common Stock | 5,911 | 74.39 | 439.7K | 47,083 | D | ↗ |
| 2026-02-17 | Kaduson Jay | Other | A-Award | A | Restricted Stock Units | 21,701 | 0.00 | — | 74,726 | D | ↗ |
| 2025-12-12 | Katz Michael Robert | Officer | M-Exempt | A | Common Stock | 20,600 | 37.60 | 774.6K | 60,696 | D | ↗ |
| 2025-11-28 | Tressy Rachel | Officer | F-InKind | D | Common Stock | 144 | 70.30 | 10.1K | 7,587 | D | ↗ |
| 2025-11-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 198 | 70.74 | 14.0K | 16,786 | D | ↗ |
| 2025-11-06 | Oh Tony D | Officer | S-Sale | D | Common Stock | 717 | 71.92 | 51.6K | 0 | D | ↗ |
| 2025-10-25 | Ogle Trevor | Officer | M-Exempt | A | Common Stock | 2,722 | 73.69 | 200.6K | 9,960 | D | ↗ |
| 2025-10-25 | Lavallee Heather H. | Officer | F-InKind | D | Common Stock | 7,964 | 73.69 | 586.9K | 76,425 | D | ↗ |
| 2025-10-25 | Keshavan Santhosh | Officer | M-Exempt | D | Performance Stock Unit | 2,938 | 0.00 | — | 45,896 | D | ↗ |
| 2025-10-25 | Katz Michael Robert | Officer | M-Exempt | A | Common Stock | 2,938 | 73.69 | 216.5K | 41,432 | D | ↗ |
| 2025-10-24 | Oh Tony D | Officer | M-Exempt | D | Restricted Stock Units | 1,018 | 0.00 | — | 10,000 | D | ↗ |
| 2025-08-18 | Thompson Brannigan C | Other | M-Exempt | A | Common Stock | 1,644 | 0.00 | — | 8,478 | D | ↗ |
| 2025-08-15 | Ogle Trevor | Officer | M-Exempt | A | Common Stock | 12,500 | 37.60 | 470.0K | 21,070 | D | ↗ |
| 2025-08-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 196 | 74.96 | 14.7K | 16,588 | D | ↗ |
| 2025-07-01 | Ogle Trevor | Officer | F-InKind | D | Common Stock | 795 | 72.51 | 57.6K | 8,570 | D | ↗ |
| 2025-07-01 | Lavallee Heather H. | Officer | M-Exempt | D | Restricted Stock Units | 16,792 | 0.00 | — | 85,139 | D | ↗ |
| 2025-07-01 | Keshavan Santhosh | Officer | M-Exempt | A | Common Stock | 1,679 | 0.00 | — | 28,345 | D | ↗ |
| 2025-07-01 | Katz Michael Robert | Officer | F-InKind | D | Common Stock | 765 | 72.51 | 55.5K | 38,494 | D | ↗ |
| 2025-06-30 | Lavallee Heather H. | Officer | M-Exempt | A | Common Stock | 16,792 | 0.00 | — | 66,733 | D | ↗ |
| 2025-05-27 | Butler Yvette S. | Director | S-Sale | D | Common Stock | 1,700 | 66.18 | 112.5K | 355 | D | ↗ |
| 2025-05-22 | TRIPODI JOSEPH V | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 18,817 | D | ↗ |
| 2025-05-22 | Mullaney William J | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 4,512 | D | ↗ |
| 2025-05-22 | Leary Robert G | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 4,602 | D | ↗ |
| 2025-05-22 | LEWIS AYLWIN B | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 10,988 | D | ↗ |
| 2025-05-22 | GILLIS RUTH ANN M | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 27,533 | D | ↗ |
| 2025-05-22 | Ersek Hikmet | Director | M-Exempt | A | Common Stock | 2,055 | 66.72 | 137.1K | 4,747 | D | ↗ |
| 2025-05-22 | DeRose Kathleen | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 14,720 | D | ↗ |
| 2025-05-22 | Chwick Jane | Director | M-Exempt | A | Common Stock | 2,055 | 66.72 | 137.1K | 9,594 | D | ↗ |
| 2025-05-22 | Butler Yvette S. | Director | M-Exempt | D | Restricted Stock Units | 2,055 | 0.00 | — | 1,431 | D | ↗ |
| 2025-05-22 | Bowman Biff | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 6,767 | D | ↗ |
| 2025-05-22 | Biggar Lynne | Director | A-Award | A | Restricted Stock Units | 2,547 | 0.00 | — | 8,409 | D | ↗ |
| 2025-05-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 194 | 68.86 | 13.4K | 16,392 | D | ↗ |
| 2025-04-28 | Longerstaey Jacques M | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-21 | Ogle Trevor | Officer | S-Sale | D | Common Stock | 2,118 | 73.45 | 155.6K | 7,809 | D | ↗ |
| 2025-02-20 | Oh Tony D | Officer | S-Sale | D | Common Stock | 1,671 | 73.20 | 122.3K | 0 | D | ↗ |
| 2025-02-20 | Ogle Trevor | Officer | S-Sale | D | Common Stock | 3,764 | 74.25 | 279.5K | 9,927 | D | ↗ |
| 2025-02-18 | Tressy Rachel | Officer | M-Exempt | A | Common Stock | 1,891 | 0.00 | — | 8,949 | D | ↗ |
| 2025-02-18 | Toms Matthew | Other | A-Award | A | Performance Stock Unit | 17,361 | 0.00 | — | 39,860 | D | ↗ |
| 2025-02-18 | To My Chi | Officer | M-Exempt | D | Restricted Stock Units | 5,696 | 0.00 | — | 20,478 | D | ↗ |
| 2025-02-18 | Thompson Brannigan C | Other | M-Exempt | A | Common Stock | 1,754 | 0.00 | — | 5,538 | D | ↗ |
| 2025-02-18 | Oh Tony D | Officer | A-Award | A | Performance Stock Unit | 4,407 | 0.00 | — | 10,594 | D | ↗ |
| 2025-02-18 | Ogle Trevor | Officer | A-Award | A | Performance Stock Unit | 10,000 | 0.00 | — | 53,273 | D | ↗ |
| 2025-02-18 | O'Neill Francis G. | Other | M-Exempt | D | Performance Stock Unit | 2,342 | 0.00 | — | 6,091 | D | ↗ |
| 2025-02-18 | Lavallee Heather H. | Officer | M-Exempt | D | Restricted Stock Units | 30,128 | 0.00 | — | 101,931 | D | ↗ |
| 2025-02-18 | Keshavan Santhosh | Officer | M-Exempt | D | Restricted Stock Units | 9,246 | 0.00 | — | 21,130 | D | ↗ |
| 2025-02-18 | Katz Michael Robert | Officer | A-Award | A | Performance Stock Unit | 15,319 | 0.00 | — | 51,317 | D | ↗ |
| 2025-02-18 | Kaduson Jay | Other | A-Award | A | Restricted Stock Units | 53,025 | 0.00 | — | 53,025 | D | ↗ |
| 2025-02-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 192 | 81.35 | 15.6K | 16,198 | D | ↗ |
| 2025-01-16 | Kaduson Jay | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,649 | D | ↗ |
| 2024-12-13 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,606 | D | ↗ |
| 2024-12-05 | Templin Donald C. | Officer | F-InKind | D | Common Stock | 787 | 82.57 | 65.0K | 3,468 | D | ↗ |
| 2024-11-29 | Tressy Rachel | Officer | M-Exempt | D | Restricted Stock Units | 454 | 0.00 | — | 4,026 | D | ↗ |
| 2024-11-29 | O'Neill Francis G. | Other | M-Exempt | D | Restricted Stock Units | 454 | 0.00 | — | 7,176 | D | ↗ |
| 2024-11-29 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,599 | D | ↗ |
| 2024-11-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,593 | D | ↗ |
| 2024-11-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 192 | 81.35 | 15.6K | 16,006 | D | ↗ |
| 2024-11-06 | Oh Tony D | Officer | S-Sale | D | Common Stock | 715 | 81.95 | 58.6K | 0 | D | ↗ |
| 2024-10-31 | Tressy Rachel | Officer | — | — | Common Stock | 0 | 0.00 | — | 5,219 | D | ↗ |
| 2024-10-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,587 | D | ↗ |
| 2024-10-24 | To My Chi | Officer | M-Exempt | D | Restricted Stock Units | 3,818 | 0.00 | — | 18,146 | D | ↗ |
| 2024-10-24 | Oh Tony D | Officer | M-Exempt | D | Restricted Stock Units | 1,018 | 0.00 | — | 7,694 | D | ↗ |
| 2024-10-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,581 | D | ↗ |
| 2024-09-30 | O'Neill Francis G. | Other | P-Purchase | A | Common Stock | 142 | 74.57 | 10.6K | 5,106 | D | ↗ |
| 2024-09-30 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,576 | D | ↗ |
| 2024-09-16 | Keshavan Santhosh | Officer | S-Sale | D | Common Stock | 2,344 | 76.00 | 178.1K | 18,498 | — | ↗ |
| 2024-09-13 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,538 | — | ↗ |
| 2024-09-11 | Keshavan Santhosh | Officer | S-Sale | D | Common Stock | 4,686 | 74.00 | 346.8K | 20,842 | — | ↗ |
| 2024-08-30 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,532 | — | ↗ |
| 2024-08-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,525 | — | ↗ |
| 2024-08-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 191 | 66.20 | 12.6K | 15,814 | — | ↗ |
| 2024-07-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,518 | — | ↗ |
| 2024-07-25 | O'Neill Francis G. | Other | — | D | Restricted Stock Units | 7,630 | 0.00 | — | 0 | — | ↗ |
| 2024-07-17 | Mullaney William J | Director | A-Award | A | Restricted Stock Units | 1,965 | 0.00 | — | 1,965 | — | ↗ |
| 2024-07-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,511 | — | ↗ |
| 2024-07-05 | Mullaney William J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | Ogle Trevor | Officer | F-InKind | D | Common Stock | 795 | 71.11 | 56.5K | 5,943 | — | ↗ |
| 2024-07-01 | Keshavan Santhosh | Officer | M-Exempt | D | Restricted Stock Units | 1,679 | 0.00 | — | 21,456 | — | ↗ |
| 2024-07-01 | Katz Michael Robert | Officer | M-Exempt | D | Restricted Stock Units | 1,679 | 0.00 | — | 15,961 | — | ↗ |
| 2024-07-01 | Grubka Robert L. | Officer | M-Exempt | D | Performance Stock Unit | 2,938 | 0.00 | — | 54,466 | — | ↗ |
| 2024-06-28 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,505 | — | ↗ |
| 2024-06-14 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,468 | — | ↗ |
| 2024-05-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,461 | — | ↗ |
| 2024-05-24 | Butler Yvette S. | Director | S-Sale | D | Common Stock | 2,165 | 73.78 | 159.7K | 0 | — | ↗ |
| 2024-05-23 | ZWIENER DAVID K | Director | M-Exempt | D | Restricted Stock Units | 28,264 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | TRIPODI JOSEPH V | Director | M-Exempt | A | Common Stock | 2,165 | 0.00 | — | 13,186 | — | ↗ |
| 2024-05-23 | Leary Robert G | Director | M-Exempt | D | Restricted Stock Units | 868 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | LEWIS AYLWIN B | Director | A-Award | A | Restricted Stock Units | 2,055 | 0.00 | — | 8,441 | — | ↗ |
| 2024-05-23 | GILLIS RUTH ANN M | Director | A-Award | A | Restricted Stock Units | 2,055 | 0.00 | — | 24,986 | — | ↗ |
| 2024-05-23 | DeRose Kathleen | Director | A-Award | A | Restricted Stock Units | 2,055 | 0.00 | — | 12,173 | — | ↗ |
| 2024-05-23 | Butler Yvette S. | Director | M-Exempt | D | Restricted Stock Units | 2,165 | 0.00 | — | 1,431 | — | ↗ |
| 2024-05-23 | Bowman Biff | Director | A-Award | A | Restricted Stock Units | 2,055 | 0.00 | — | 4,220 | — | ↗ |
| 2024-05-23 | Biggar Lynne | Director | A-Award | A | Restricted Stock Units | 2,055 | 0.00 | — | 5,862 | — | ↗ |
| 2024-05-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 5,455 | — | ↗ |
| 2024-05-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 190 | 73.62 | 14.0K | 15,623 | — | ↗ |
| 2024-04-30 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,448 | — | ↗ |
| 2024-04-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,441 | — | ↗ |
| 2024-03-28 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 2 | 0.00 | — | 5,430 | — | ↗ |
| 2024-03-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 5,401 | — | ↗ |
| 2024-03-07 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 408 | 0.00 | — | 5,394 | — | ↗ |
| 2024-02-21 | Toms Matthew | Other | A-Award | A | Performance Stock Unit | 8,083 | 0.00 | — | 22,499 | — | ↗ |
| 2024-02-21 | To My Chi | Officer | A-Award | A | Restricted Stock Units | 8,805 | 0.00 | — | 21,964 | — | ↗ |
| 2024-02-21 | Thompson Brannigan C | Other | A-Award | A | Performance Stock Unit | 7,810 | 0.00 | — | 12,773 | — | ↗ |
| 2024-02-21 | Templin Donald C. | Officer | A-Award | A | Restricted Stock Units | 19,568 | 0.00 | — | 31,840 | — | ↗ |
| 2024-02-21 | Oh Tony D | Officer | S-Sale | D | Common Stock | 516 | 68.62 | 35.4K | 0 | — | ↗ |
| 2024-02-21 | Ogle Trevor | Officer | S-Sale | D | Common Stock | 6,317 | 69.35 | 438.1K | 3,840 | — | ↗ |
| 2024-02-21 | MARTIN RODNEY O JR | Director | F-InKind | D | Common Stock | 1,871 | 68.99 | 129.1K | 81,965 | — | ↗ |
| 2024-02-21 | Lavallee Heather H. | Officer | A-Award | A | Restricted Stock Units | 46,474 | 0.00 | — | 89,688 | — | ↗ |
| 2024-02-21 | Keshavan Santhosh | Officer | A-Award | A | Restricted Stock Units | 10,273 | 0.00 | — | 23,135 | — | ↗ |
| 2024-02-21 | Katz Michael Robert | Officer | A-Award | A | Performance Stock Unit | 9,063 | 0.00 | — | 38,936 | — | ↗ |
| 2024-02-21 | Grubka Robert L. | Officer | A-Award | A | Restricted Stock Units | 13,355 | 0.00 | — | 28,341 | — | ↗ |
| 2024-02-20 | Toms Matthew | Other | M-Exempt | A | Common Stock | 5,924 | 0.00 | — | 15,394 | — | ↗ |
| 2024-02-20 | To My Chi | Officer | M-Exempt | A | Common Stock | 2,761 | 0.00 | — | 5,124 | — | ↗ |
| 2024-02-20 | Thompson Brannigan C | Other | M-Exempt | A | Common Stock | 2,962 | 0.00 | — | 2,962 | — | ↗ |
| 2024-02-20 | Templin Donald C. | Officer | M-Exempt | D | Restricted Stock Units | 6,135 | 0.00 | — | 12,272 | — | ↗ |
| 2024-02-20 | Oh Tony D | Officer | M-Exempt | D | Restricted Stock Units | 796 | 0.00 | — | 3,630 | — | ↗ |
| 2024-02-20 | Ogle Trevor | Officer | M-Exempt | D | Performance Stock Unit | 5,458 | 0.00 | — | 35,041 | — | ↗ |
| 2024-02-20 | MARTIN RODNEY O JR | Director | M-Exempt | D | Restricted Stock Units | 66,970 | 0.00 | — | 63,205 | — | ↗ |
| 2024-02-20 | Lavallee Heather H. | Officer | M-Exempt | A | Common Stock | 11,761 | 0.00 | — | 44,014 | — | ↗ |
| 2024-02-20 | Keshavan Santhosh | Officer | M-Exempt | D | Restricted Stock Units | 8,353 | 0.00 | — | 12,862 | — | ↗ |
| 2024-02-20 | Katz Michael Robert | Officer | M-Exempt | D | Performance Stock Unit | 8,470 | 0.00 | — | 29,873 | — | ↗ |
| 2024-02-20 | Grubka Robert L. | Officer | M-Exempt | D | Performance Stock Unit | 10,796 | 0.00 | — | 40,790 | — | ↗ |
| 2024-02-20 | Ferrara Nancy | Officer | M-Exempt | D | Restricted Stock Units | 4,342 | 0.00 | — | 7,762 | — | ↗ |
| 2024-02-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 189 | 68.02 | 12.9K | 15,433 | — | ↗ |
| 2024-01-24 | Leary Robert G | Director | A-Award | A | Restricted Stock Units | 868 | 0.00 | — | 868 | — | ↗ |
| 2024-01-10 | Toms Matthew | Other | — | D | Performance Stock Unit | 20,340 | 0.00 | — | 0 | — | ↗ |
| 2024-01-08 | Leary Robert G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-29 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,986 | — | ↗ |
| 2023-12-29 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Fee Plan Issuer Stock Units | 149 | 0.00 | — | 5,423 | — | ↗ |
| 2023-12-29 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,657 | — | ↗ |
| 2023-12-15 | MARTIN RODNEY O JR | Director | S-Sale | D | Common Stock | 38,490 | 74.55 | 2.87M | 81,965 | — | ↗ |
| 2023-12-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,956 | — | ↗ |
| 2023-12-15 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,615 | — | ↗ |
| 2023-12-14 | MARTIN RODNEY O JR | Director | S-Sale | D | Common Stock | 29,216 | 75.25 | 2.20M | 120,455 | — | ↗ |
| 2023-11-30 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,952 | — | ↗ |
| 2023-11-30 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,609 | — | ↗ |
| 2023-11-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,949 | — | ↗ |
| 2023-11-15 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,603 | — | ↗ |
| 2023-11-14 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 187 | 71.36 | 13.3K | 15,244 | — | ↗ |
| 2023-11-02 | Oh Tony D | Officer | S-Sale | D | Common Stock | 714 | 68.02 | 48.6K | 0 | — | ↗ |
| 2023-10-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 4 | 0.00 | — | 4,946 | — | ↗ |
| 2023-10-31 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 6,596 | — | ↗ |
| 2023-10-24 | To My Chi | Officer | M-Exempt | A | Common Stock | 3,818 | 66.30 | 253.1K | 3,818 | — | ↗ |
| 2023-10-24 | Oh Tony D | Officer | M-Exempt | D | Restricted Stock Units | 1,018 | 0.00 | — | 4,426 | — | ↗ |
| 2023-10-13 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 4 | 0.00 | — | 4,942 | — | ↗ |
| 2023-10-13 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 6,590 | — | ↗ |
| 2023-09-29 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 4 | 0.00 | — | 4,939 | — | ↗ |
| 2023-09-29 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Fee Plan Issuer Stock Units | 164 | 0.00 | — | 5,245 | — | ↗ |
| 2023-09-29 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 7 | 0.00 | — | 6,583 | — | ↗ |
| 2023-09-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,905 | — | ↗ |
| 2023-09-15 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,536 | — | ↗ |
| 2023-08-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,902 | — | ↗ |
| 2023-08-31 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,530 | — | ↗ |
| 2023-08-16 | Thompson Brannigan C | Other | — | D | Performance Stock Unit | 7,476 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,898 | — | ↗ |
| 2023-08-15 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,523 | — | ↗ |
| 2023-08-15 | Biggar Lynne | Director | M-Exempt | A | Common Stock | 186 | 72.56 | 13.5K | 15,057 | — | ↗ |
| 2023-08-03 | Butler Yvette S. | Director | S-Sale | D | Common Stock | 2,074 | 72.93 | 151.3K | 0 | — | ↗ |
| 2023-07-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,895 | — | ↗ |
| 2023-07-31 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,517 | — | ↗ |
| 2023-07-14 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,892 | — | ↗ |
| 2023-07-14 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,511 | — | ↗ |
| 2023-07-03 | SILVA KEVIN D | Officer | M-Exempt | A | Common Stock | 1,679 | 0.00 | — | 3,809 | — | ↗ |
| 2023-07-03 | Ogle Trevor | Officer | M-Exempt | A | Common Stock | 1,555 | 0.00 | — | 1,722 | — | ↗ |
| 2023-07-03 | Keshavan Santhosh | Officer | M-Exempt | A | Common Stock | 1,679 | 0.00 | — | 18,843 | — | ↗ |
| 2023-07-03 | Katz Michael Robert | Officer | M-Exempt | D | Restricted Stock Units | 1,679 | 0.00 | — | 17,298 | — | ↗ |
| 2023-07-03 | Hurtsellers Christine | Officer | M-Exempt | A | Common Stock | 1,679 | 0.00 | — | 31,324 | — | ↗ |
| 2023-07-03 | Grubka Robert L. | Officer | M-Exempt | D | Restricted Stock Units | 1,679 | 0.00 | — | 25,487 | — | ↗ |
| 2023-07-03 | Ferrara Nancy | Officer | M-Exempt | A | Common Stock | 1,679 | 0.00 | — | 17,019 | — | ↗ |
| 2023-06-30 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,889 | — | ↗ |
| 2023-06-30 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Fee Plan Issuer Stock Units | 152 | 0.00 | — | 5,051 | — | ↗ |
| 2023-06-30 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,505 | — | ↗ |
| 2023-06-28 | GILLIS RUTH ANN M | Director | A-Award | A | Deferred Fee Plan Issuer Stock Units | 14 | 0.00 | — | 4,899 | — | ↗ |
| 2023-06-28 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 21 | 0.00 | — | 6,499 | — | ↗ |
| 2023-06-15 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 3 | 0.00 | — | 4,872 | — | ↗ |
| 2023-06-15 | Ferrara Nancy | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 6 | 0.00 | — | 6,478 | — | ↗ |
| 2023-06-06 | Ferrara Nancy | Officer | J-Other | D | Deferred Savings Plan Issuer Stock Units | 907 | 0.00 | — | 6,471 | — | ↗ |
| 2023-05-31 | Lavallee Heather H. | Officer | A-Award | A | Deferred Savings Plan Issuer Stock Units | 4 | 0.00 | — | 4,868 | — | ↗ |
| 2023-05-26 | TRIPODI JOSEPH V | Director | M-Exempt | A | Common Stock | 2,074 | 69.44 | 144.0K | 11,021 | — | ↗ |
| 2023-05-26 | Chwick Jane | Director | M-Exempt | A | Common Stock | 2,074 | 69.44 | 144.0K | 5,374 | — | ↗ |
| 2023-05-26 | Butler Yvette S. | Director | M-Exempt | D | Restricted Stock Units | 2,074 | 0.00 | — | 3,595 | — | ↗ |
| 2023-05-25 | ZWIENER DAVID K | Director | A-Award | A | Restricted Stock Units | 2,165 | 0.00 | — | 28,264 | — | ↗ |
| 2023-05-25 | TRIPODI JOSEPH V | Director | A-Award | A | Restricted Stock Units | 2,165 | 0.00 | — | 18,344 | — | ↗ |
| 2023-05-25 | POLLITT BYRON H JR | Director | M-Exempt | D | Restricted Stock Units | 20,766 | 0.00 | — | 0 | — | ↗ |
| 2023-05-25 | LEWIS AYLWIN B | Director | A-Award | A | Restricted Stock Units | 2,165 | 0.00 | — | 6,386 | — | ↗ |
| 2023-05-25 | GILLIS RUTH ANN M | Director | A-Award | A | Restricted Stock Units | 2,165 | 0.00 | — | 22,931 | — | ↗ |
| 2023-05-25 | Ersek Hikmet | Director | A-Award | A | Restricted Stock Units | 2,165 | 0.00 | — | 2,692 | — | ↗ |
Executive team
Top executives
EBIT / Employee
23.7K
Shares Outstanding
92.76M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Heather Lavallee, Chief Executive Officer | 991.7K | — | 6.94M | — | 4.46M | 203.3K | 12.59M | 55.13% | ↗ |
| 2 | 2025 | Jay Kaduson, CEO, Workplace Solutions | 599.0K | — | 7.09M | — | 3.34M | 55.1K | 11.09M | 63.96% | ↗ |
| 3 | 2025 | Matthew Toms, CEO, Investment Management | 645.8K | — | 2.51M | — | 3.77M | 163.5K | 7.09M | 35.45% | ↗ |
| 4 | 2025 | Michael Katz, EVP, Chief Financial Officer | 650.0K | — | 2.22M | — | 3.40M | 162.4K | 6.43M | 34.48% | ↗ |
| 5 | 2025 | Santhosh Keshavan, EVP, Chief Technology and Operations Officer | 600.0K | — | 1.46M | — | 2.41M | 128.1K | 4.60M | 31.80% | ↗ |
| 6 | 2024 | Heather Lavallee, Chief Executive Officer | 950.0K | — | 7.12M | — | 1.56M | 84.9K | 9.72M | 73.30% | ↗ |
| 7 | 2024 | Matthew Toms, CEO, Investment Management | 622.2K | — | 1.22M | — | 1.51M | 820.4K | 4.17M | 29.23% | ↗ |
| 8 | 2024 | Santhosh Keshavan, EVP, Chief Technology and Operations Officer | 600.0K | — | 1.57M | — | 876.0K | 107.5K | 3.16M | 49.87% | ↗ |
| 9 | 2023 | Rodney O. Martin, Jr., Executive Chairman | 1.03M | — | 10.11M | — | 1.89M | — | 13.38M | 75.56% | ↗ |
| 10 | 2023 | Heather Lavallee, Chief Executive Officer | 950.0K | — | 5.83M | — | 1.75M | 189.4K | 8.72M | 66.84% | ↗ |
| 11 | 2023 | Kevin D. Silva, EVP and Chief HR Officer | — | — | — | — | — | 3.06M | 3.06M | 0.00% | ↗ |
| 12 | 2023 | Rob Grubka, CEO, Workplace Solutions Former Executive Officer | — | — | — | — | 1.60M | — | 1.60M | 0.00% | ↗ |
| 13 | 2023 | Christine Hurtsellers, CEO, Investment Management | — | — | — | — | 1.54M | 153.6K | 1.54M | 0.00% | ↗ |
| 14 | 2023 | Don Templin, EVP, Chief Financial Officer | — | — | — | — | 1.25M | — | 1.25M | 0.00% | ↗ |
| 15 | 2022 | Rodney O. Martin, Jr., Executive Chairman | 1.20M | — | 10.31M | — | 2.80M | — | 14.68M | 70.28% | ↗ |
| 16 | 2022 | Rodney O. Martin, Jr., Chairman and Chief Executive Officer | 1.20M | — | 10.31M | — | 2.80M | 318.3K | 14.68M | 70.28% | ↗ |
| 17 | 2022 | Heather Lavallee, Chief Executive Officer | — | — | — | — | 2.14M | — | 2.14M | 0.00% | ↗ |
| 18 | 2022 | Heather Lavallee, President & CEO-Elect | — | — | — | — | 2.14M | — | 2.14M | 0.00% | ↗ |
| 19 | 2022 | Christine Hurtsellers, CEO, Investment Management | — | — | — | — | 1.60M | — | 1.60M | 0.00% | ↗ |
| 20 | 2022 | Charles P. Nelson, Vice Chairman, Chief Growth Officer Former Executive Officer | — | — | — | — | 1.25M | — | 1.25M | 0.00% | ↗ |
| 21 | 2022 | Michael S. Smith, Vice Chairman, Chief Financial Officer | — | — | — | — | 1.16M | — | 1.16M | 0.00% | ↗ |
| 22 | 2021 | Rodney O. Martin, Jr., Chairman and Chief Executive Officer | 1.20M | — | — | — | 4.58M | 275.3K | 16.03M | 0.00% | ↗ |
| 23 | 2021 | Rodney O. Martin, Jr., Executive Chairman | 1.20M | — | — | — | 4.58M | — | 16.03M | 0.00% | ↗ |
| 24 | 2021 | Rodney O. Martin, Jr., Chairman and Chief Executive Officer | 1.20M | — | 9.94M | — | 4.58M | 315.0K | 16.03M | 61.98% | ↗ |
| 25 | 2021 | Charles P. Nelson, Vice Chairman, Chief Growth Officer | 730.0K | — | 3.02M | — | 1.91M | 105.3K | 5.76M | 52.40% | ↗ |
| 26 | 2021 | Heather Lavallee, CEO, Wealth Solutions | 496.7K | — | 1.29M | — | 1.89M | 67.4K | 3.74M | 34.54% | ↗ |
| 27 | 2021 | Christine Hurtsellers, CEO, Investment Management | — | — | — | — | 2.72M | — | 2.72M | 0.00% | ↗ |
| 28 | 2021 | Michael S. Smith, Vice Chairman, Chief Financial Officer | — | — | — | — | 2.23M | — | 2.23M | 0.00% | ↗ |
| 29 | 2021 | Charles P. Nelson, Vice Chairman, Chief Growth Officer Former Executive Officer | — | — | — | — | 1.91M | — | 1.91M | 0.00% | ↗ |
| 30 | 2021 | Heather Lavallee, President & CEO-Elect | — | — | — | — | 1.89M | — | 1.89M | 0.00% | ↗ |
| 31 | 2021 | Heather Lavallee, Chief Executive Officer | — | — | — | — | 1.89M | — | 1.89M | 0.00% | ↗ |
| 32 | 2020 | Rodney O. Martin, Jr., Chairman and CEO | 1.20M | — | 9.11M | — | 3.00M | 290.5K | 13.60M | 66.97% | ↗ |
| 33 | 2020 | Rodney O. Martin, Jr., Chairman and Chief Executive Officer | 1.20M | — | — | — | 3.00M | 249.5K | 13.60M | 0.00% | ↗ |
| 34 | 2020 | Rodney O. Martin, Jr., Chairman and Chief Executive Officer | 1.20M | — | 9.11M | — | 3.00M | 290.5K | 13.60M | 66.97% | ↗ |
| 35 | 2020 | Christine Hurtsellers, CEO Investment Management | 600.0K | — | 2.59M | — | 1.90M | 323.5K | 5.41M | 47.84% | ↗ |
| 36 | 2020 | Michael S. Smith, Vice Chairman and Chief Financial Officer | 640.0K | — | 2.88M | — | 1.29M | 127.3K | 4.94M | 58.31% | ↗ |
| 37 | 2020 | Charles P. Nelson, Vice Chairman Chief Growth Officer | 730.0K | — | 2.70M | — | 1.16M | 115.1K | 4.70M | 57.44% | ↗ |
| 38 | 2020 | Charles P. Nelson, Vice Chairman, Chief Growth Officer | 730.0K | — | 2.70M | — | 1.16M | 115.1K | 4.70M | 57.44% | ↗ |
| 39 | 2020 | Christine Hurtsellers, CEO, Investment Management | — | — | 2.59M | — | 1.90M | 264.9K | 4.49M | 57.67% | ↗ |
| 40 | 2020 | Margaret M. Parent, Former EVP & CAO | 620.0K | — | 1.41M | — | 1.15M | 93.5K | 3.27M | 43.21% | ↗ |
| 41 | 2020 | Michael S. Smith, Vice Chairman, Chief Financial Officer | — | — | — | — | 1.29M | — | 1.29M | 0.00% | ↗ |
| 42 | 2020 | Charles P. Nelson, Vice Chairman, Chief Growth Officer Former Executive Officer | — | — | — | — | 1.16M | — | 1.16M | 0.00% | ↗ |
| 43 | 2019 | Rodney O. Martin, Jr., Chairman and Chief Executive Officer | 1.00M | — | 8.14M | — | 3.14M | 272.6K | 12.55M | 64.85% | ↗ |
| 44 | 2019 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | — | 8.14M | — | 3.14M | 272.6K | 12.55M | 64.85% | ↗ |
| 45 | 2019 | Christine Hurtsellers, CEO, Investment Management | 600.0K | — | 2.30M | 980.8K | 2.14M | 400.6K | 6.42M | 51.10% | ↗ |
| 46 | 2019 | Christine Hurtsellers, CEO Investment Management | 600.0K | — | 2.30M | 980.8K | 2.14M | 400.6K | 6.42M | 51.10% | ↗ |
| 47 | 2019 | Michael S. Smith, Vice Chairman and Chief Financial Officer | 637.5K | — | 1.91M | 980.8K | 1.51M | 123.8K | 5.16M | 55.94% | ↗ |
| 48 | 2019 | Michael S. Smith, Vice Chairman, Chief Financial Officer | 637.5K | — | 1.91M | 980.8K | 1.51M | 123.8K | 5.16M | 55.94% | ↗ |
| 49 | 2019 | Michael S. Smith, EVP & CFO | 637.5K | — | 1.91M | 980.8K | 1.51M | 123.8K | 5.16M | 55.94% | ↗ |
| 50 | 2019 | Charles P. Nelson, CEO Retirement and Employee Benefits | 725.0K | — | 1.86M | 980.8K | 1.30M | 130.3K | 5.00M | 56.89% | ↗ |
| 51 | 2019 | Charles P. Nelson, Vice Chairman Chief Growth Officer | 725.0K | — | 1.86M | 980.8K | 1.30M | 130.3K | 5.00M | 56.89% | ↗ |
| 52 | 2019 | Charles P. Nelson, Vice Chairman, Chief Growth Officer | 725.0K | — | 1.86M | 980.8K | 1.30M | 130.3K | 5.00M | 56.89% | ↗ |
| 53 | 2019 | Margaret M. Parent, Former EVP & CAO | 616.7K | — | 978.8K | 980.8K | 1.41M | 89.4K | 4.07M | 48.12% | ↗ |
| 54 | 2019 | Margaret M. Parent, EVP & CAO | 616.7K | — | 978.8K | 980.8K | 1.41M | 89.4K | 4.07M | 48.12% | ↗ |
| 55 | 2018 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | — | 7.07M | — | 3.14M | 125.3K | 11.34M | 62.38% | ↗ |
| 56 | 2018 | Christine Hurtsellers, CEO Investment Management | 600.0K | — | 2.36M | — | 2.63M | 67.4K | 5.65M | 41.73% | ↗ |
| 57 | 2018 | Charles P. Nelson, Vice Chairman Chief Growth Officer | 700.0K | 233.3K | 2.29M | — | 1.38M | 104.0K | 4.70M | 48.72% | ↗ |
| 58 | 2018 | Charles P. Nelson, CEO Retirement and Employee Benefits | 700.0K | 233.3K | 2.29M | — | 1.38M | 104.0K | 4.70M | 48.72% | ↗ |
| 59 | 2018 | Michael S. Smith, EVP &CFO | 625.0K | — | 2.24M | — | 1.38M | 92.9K | 4.33M | 51.69% | ↗ |
| 60 | 2018 | Michael S. Smith, EVP & CFO | 625.0K | — | 2.24M | — | 1.38M | 92.9K | 4.33M | 51.69% | ↗ |
| 61 | 2018 | Michael S. Smith, Vice Chairman and Chief Financial Officer | 625.0K | — | 2.24M | — | 1.38M | 92.9K | 4.33M | 51.69% | ↗ |
| 62 | 2018 | Patricia J. Walsh, EVP & CLO | 547.5K | 333.3K | 1.46M | — | 1.05M | 94.7K | 3.48M | 41.85% | ↗ |
| 63 | 2017 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | — | 6.61M | — | 3.25M | 124.1K | 10.99M | 60.20% | ↗ |
| 64 | 2017 | Alain M. Karaoglan, EVP & COO | 748.3K | — | 2.49M | — | 2.27M | 112.9K | 5.62M | 44.37% | ↗ |
| 65 | 2017 | Christine Hurtsellers, CEO Investment Management | 600.0K | — | 1.57M | — | 2.90M | 292.3K | 5.37M | 29.36% | ↗ |
| 66 | 2017 | Charles P. Nelson, CEO Retirement and Employee Benefits | 700.0K | 233.3K | 2.15M | — | 1.47M | 141.4K | 4.70M | 45.80% | ↗ |
| 67 | 2017 | Michael S. Smith, EVP & CFO | 625.0K | — | 1.87M | — | 1.58M | 113.5K | 4.18M | 44.70% | ↗ |
| 68 | 2017 | Michael S. Smith, EVP &CFO | 625.0K | — | 1.87M | — | 1.58M | 113.5K | 4.18M | 44.70% | ↗ |
| 69 | 2016 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | — | 6.40M | — | 2.07M | 122.6K | 9.59M | 66.73% | ↗ |
| 70 | 2016 | Christine Hurtsellers, CEO Investment Management | 466.7K | — | 2.29M | — | 2.18M | 172.3K | 5.10M | 44.80% | ↗ |
| 71 | 2016 | Alain M. Karaoglan, EVP & COO | 733.3K | — | 2.46M | — | 1.11M | 100.8K | 4.41M | 55.85% | ↗ |
| 72 | 2016 | Michael S. Smith, EVP &CFO | 582.6K | 350.0K | 2.11M | — | 881.7K | 101.8K | 4.03M | 52.42% | ↗ |
| 73 | 2016 | Michael S. Smith, EVP & CFO | 582.6K | 350.0K | 2.11M | — | 881.7K | 101.8K | 4.03M | 52.42% | ↗ |
| 74 | 2016 | Michael S. Smith , EVP & CFO | 582.6K | 350.0K | 2.11M | — | 881.7K | 101.8K | 4.03M | 52.42% | ↗ |
| 75 | 2016 | Charles P. Nelson, CEO Retirement | 700.0K | 233.3K | 1.92M | — | 866.3K | 117.8K | 3.83M | 50.00% | ↗ |
| 76 | 2016 | Charles P. Nelson, CEO Retirement and Employee Benefits | 700.0K | 233.3K | 1.92M | — | 866.3K | 117.8K | 3.83M | 50.00% | ↗ |
| 77 | 2015 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | — | 6.40M | 1.89M | 1.85M | 105.1K | 11.24M | 73.72% | ↗ |
| 78 | 2015 | Alain M. Karaoglan, EVP & COO; CEO, Retirement and Investment Solutions | 700.0K | — | 2.69M | 1.42M | 997.9K | 98.2K | 5.90M | 69.56% | ↗ |
| 79 | 2015 | Alain M. Karaoglan, EVP & COO | 700.0K | — | 2.69M | 1.42M | 997.9K | 98.2K | 5.90M | 69.56% | ↗ |
| 80 | 2015 | Jeffrey T. Becker, CEO Investment Management | 595.8K | — | 1.73M | 1.32M | 1.34M | 64.6K | 5.04M | 60.41% | ↗ |
| 81 | 2015 | Charles P. Nelson, CEO Retirement | 466.7K | 200.0K | 1.87M | 1.32M | 779.6K | 58.0K | 4.70M | 67.99% | ↗ |
| 82 | 2015 | Charles P. Nelson, CEO Retirement and Employee Benefits | 466.7K | 200.0K | 1.87M | 1.32M | 779.6K | 58.0K | 4.70M | 67.99% | ↗ |
| 83 | 2015 | Ewout L. Steenbergen, EVP & CFO | 625.0K | — | 1.43M | 1.42M | 1.03M | 80.9K | 4.58M | 62.12% | ↗ |
| 84 | 2015 | Michael S. Smith , EVP & CFO | 575.0K | — | 1.73M | 1.32M | 677.6K | 96.9K | 4.40M | 69.32% | ↗ |
| 85 | 2015 | Michael S. Smith, EVP & CFO | 575.0K | — | 1.73M | 1.32M | 677.6K | 96.9K | 4.40M | 69.32% | ↗ |
| 86 | 2014 | Rodney O. Martin, Jr., CEO | 1.00M | 250.0K | 5.01M | — | 2.35M | 78.5K | 8.72M | 57.43% | ↗ |
| 87 | 2014 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | 250.0K | 5.01M | — | 2.35M | 114.1K | 8.72M | 57.43% | ↗ |
| 88 | 2014 | Jeffrey T. Becker, CEO Investment Management | 575.0K | — | 2.20M | — | 2.14M | 379.1K | 5.29M | 41.57% | ↗ |
| 89 | 2014 | Alain M. Karaoglan, EVP & COO | 700.0K | — | 2.32M | — | 1.67M | 102.3K | 4.79M | 48.41% | ↗ |
| 90 | 2014 | Alain M. Karaoglan, EVP COO | 700.0K | — | 2.32M | — | 1.67M | 66.4K | 4.79M | 48.41% | ↗ |
| 91 | 2014 | Alain M. Karaoglan, EVP & COO; CEO, Retirement and Investment Solutions | 700.0K | — | 2.32M | — | 1.67M | 102.3K | 4.79M | 48.41% | ↗ |
| 92 | 2014 | Ewout L. Steenbergen, EVP & CFO | 612.5K | 200.0K | 1.62M | — | 1.51M | 570.4K | 4.51M | 35.80% | ↗ |
| 93 | 2014 | Ewout L. Steenbergen, EVP CFO | 612.5K | 200.0K | 1.62M | — | 1.51M | 538.9K | 4.51M | 35.80% | ↗ |
| 94 | 2014 | Former Executive Maliz E. Beams, CEO, Retirement Solutions | 554.2K | — | 1.56M | — | 904.2K | 277.7K | 3.33M | 46.75% | ↗ |
| 95 | 2014 | Michael S. Smith, CEO Insurance Solutions and Closed Block Variable Annuity | 562.5K | 110.0K | 788.6K | — | 1.07M | 80.3K | 2.65M | 29.77% | ↗ |
| 96 | 2014 | Michael S. Smith , EVP & CFO | 562.5K | 110.0K | 788.6K | — | 1.07M | 116.2K | 2.65M | 29.77% | ↗ |
| 97 | 2013 | Rodney O. Martin, Jr., CEO | 1.00M | — | 7.60M | — | 3.19M | 67.9K | 11.88M | 63.95% | ↗ |
| 98 | 2013 | Rodney O. Martin, Jr., Chairman and CEO | 1.00M | — | 7.60M | — | 3.19M | 97.8K | 11.88M | 63.95% | ↗ |
| 99 | 2013 | Alain M. Karaoglan, EVP & COO; CEO, Retirement and Investment Solutions | 700.0K | — | 2.96M | — | 1.55M | 86.2K | 5.30M | 55.88% | ↗ |
| 100 | 2013 | Alain M. Karaoglan, EVP COO | 700.0K | — | 2.96M | — | 1.55M | 62.4K | 5.30M | 55.88% | ↗ |
| 101 | 2013 | Former Executive Maliz E. Beams, CEO, Retirement Solutions | 679.2K | — | 2.85M | — | 745.7K | 64.9K | 4.37M | 65.28% | ↗ |
| 102 | 2013 | Ewout L. Steenbergen, EVP CFO | 605.8K | — | 1.08M | — | 735.7K | 637.8K | 3.15M | 34.28% | ↗ |
| 103 | 2013 | Ewout L. Steenbergen, EVP & CFO | 605.8K | — | 1.08M | — | 735.7K | 731.8K | 3.15M | 34.28% | ↗ |
| 104 | 2013 | Jeffrey T. Becker, CEO Investment Management | 422.5K | — | 1.60M | — | 1.05M | 62.2K | 3.13M | 51.02% | ↗ |
| 105 | 2013 | Michael S. Smith, CEO Insurance Solutions and Closed Block Variable Annuity | 500.0K | — | 1.55M | — | 494.4K | 64.1K | 2.63M | 58.92% | ↗ |
| 106 | 2012 | Rodney O. Martin, Jr., CEO | 1.00M | — | 923.1K | — | 816.1K | 58.8K | 2.83M | 32.64% | ↗ |
| 107 | 2012 | Ewout L. Steenbergen, EVP CFO | 498.9K | — | 314.6K | — | 281.0K | 680.4K | 2.60M | 12.12% | ↗ |
| 108 | 2012 | Jeffrey T. Becker, CEO Investment Management | 391.7K | 216.7K | 856.4K | — | 681.1K | 58.8K | 2.50M | 34.28% | ↗ |
| 109 | 2012 | Alain M. Karaoglan, EVP COO | 650.0K | — | 923.1K | — | 593.9K | 59.8K | 2.26M | 40.93% | ↗ |
| 110 | 2012 | Former Executive Maliz E. Beams, CEO, Retirement Solutions | 600.0K | — | 772.2K | — | 766.1K | 57.7K | 2.23M | 34.70% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Heather Hamilton Lavallee | President, Chief Executive Officer & Director | 6M | female |
| Matthew Toms | Chief Executive Officer of Voya Investment Management | 4M | male |
| Michael Robert Katz | Executive Vice President & Chief Financial Officer | 4M | male |
| Jay Stuart Kaduson | Chief Executive Officer of Workplace Solutions | 4M | male |
| Santhosh Keshavan | Executive Vice President & Chief Technology and Operations Officer | 3M | male |
| Tony Donghui Oh | Chief Accounting Officer & Corporate Controller | — | male |
| Brannigan Thompson | Executive Vice President & Chief Human Resources Officer | — | male |
| Trevor Ogle | Executive Vice President & Chief Legal Officer | — | male |
| Mark A. Sides | Chair, SVP, Chief Compliance Officer and Deputy General Counsel of Government Affairs & Ethics | — | male |
| Michele Marie White | Senior Vice President & Leader of Enterprise Contact Centers | — | female |
| Miles Randall Edwards | Senior Vice President and Lead Operations for Retirement Business | — | male |
| Tony D. Oh | Chief Accounting Officer & Corporate Controller | — | — |
ESG Rating
ESG Score History FINANCIAL - CONGLOMERATES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-11 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-07-05 | 2024-09-02 | John James | MI10 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-11-10 | 2024-09-02 | John James | MI10 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for VOYA
Short-term intention
Target Price Distribution
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