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Virtus Investment Partners, Inc. (VRTS)
USD157.18
-3.03 (-1.89%)
US NASDAQ S&P 500
NASDAQ 100
Financial Services Asset Management
Address
One Financial Plaza 6103
Hartford, CT, US
Hartford, CT, US
CEO
Richard William Smirl
Website
virtus.com
IPO
2009-01-02
CIK 883237 ISIN US92828Q1094
Description
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2000-03-31 | — | Active |
| NASDAQ 100 | 1998-12-21 | — | Active |
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
USD157.18
-3.03 (-1.89%)
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Volume Profile
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Liquidity & share structure
Average Volume
113.3K
Beta
1.37
Float Shares
6.26M
Free Float %
93.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.30% | -0.86% | +1.16% | +1.93% | -14.45% | -13.67% | -20.39% | -19.27% | -45.78% | +78.79% | +1,241.43% |
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 (11 ratings, all time)
Hold
Price Targets & DCF
Current price
157.18
Low
125.00
-20.5%
Consensus
150.00
-4.6%
Median
155.00
-1.4%
High
170.00
+8.2%
DCF (Unlevered)
517.22
+229.1%
DCF (Levered)
87.94
-44.1%
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)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
141.00
-10.3%
|
| Last Quarter | 3 |
141.00
-10.3%
|
| Last Year | 15 |
167.00
+6.2%
|
| All Time | 25 |
191.60
+21.9%
|
Quality scores
Altman Z-Score
0.74
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-8.0% Q1'26: -14.2% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+18.2% Q1'26: -74.1% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+22.9% Q1'26: -31.6% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+42.1% Q1'26: +29.1% (vs Q1'25)
-
ROIC Asset Management: +6.5%+7.5% ★ Q1'26: +3.4% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-3.9% ★ Q1'26: -3.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×6.94× Q1'26: 10.03× (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. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
387.71M
est: 374.70M (+3.5%)
|
448.63M
est: 416.50M (+7.7%)
|
380.18M
est: 410.31M (-7.3%)
|
321.74M
est: 319.15M (+0.8%)
|
424.39M
est: 455.56M (-6.8%)
|
551.35M
est: 534.29M (+3.2%)
|
562.26M
est: 525.34M (+7.0%)
|
603.23M
est: 417.70M (+44.4%)
|
974.67M
est: 839.17M (+16.1%)
|
881.72M
est: 994.71M (-11.4%)
|
841.49M
est: 880.28M (-4.4%)
|
902.82M
est: 821.33M (+9.9%)
|
830.59M
est: 776.57M (+7.0%)
|
732.41M
722.97M – 741.85M
-5.7% YoY
|
730.98M
696.46M – 765.49M
-0.2% YoY
|
686.65M
686.65M – 686.65M
-6.1% YoY
|
| EBITDA |
129.74M
est: 121.24M (+7.0%)
|
143.61M
est: 127.20M (+12.9%)
|
75.62M
est: 84.44M (-10.4%)
|
87.57M
est: 84.51M (+3.6%)
|
146.01M
est: 147.58M (-1.1%)
|
226.70M
est: 217.70M (+4.1%)
|
291.81M
est: 261.78M (+11.5%)
|
300.08M
est: 204.42M (+46.8%)
|
474.08M
est: 379.77M (+24.8%)
|
325.85M
est: 420.06M (-22.4%)
|
433.77M
est: 491.62M (-11.8%)
|
460.20M
est: 458.70M (+0.3%)
|
409.40M
est: 433.70M (-5.6%)
|
409.04M
403.77M – 414.31M
-5.7% YoY
|
408.24M
388.96M – 427.51M
-0.2% YoY
|
383.48M
383.48M – 383.48M
-6.1% YoY
|
| EBIT |
122.69M
est: 108.07M (+13.5%)
|
136.85M
est: 113.66M (+20.4%)
|
68.65M
est: 86.30M (-20.5%)
|
81.78M
est: 49.44M (+65.4%)
|
127.68M
est: 59.51M (+114.5%)
|
193.27M
est: 109.10M (+77.1%)
|
252.16M
est: 116.21M (+117.0%)
|
261.23M
est: 136.77M (+91.0%)
|
423.31M
est: 295.05M (+43.5%)
|
257.30M
est: 338.92M (-24.1%)
|
365.33M
est: 413.53M (-11.7%)
|
391.20M
est: 385.84M (+1.4%)
|
349.63M
est: 364.81M (-4.2%)
|
344.07M
339.63M – 348.50M
-5.7% YoY
|
343.40M
327.18M – 359.61M
-0.2% YoY
|
322.57M
322.57M – 322.57M
-6.1% YoY
|
| Net Income |
75.19M
est: 71.26M (+5.5%)
|
97.70M
est: 78.89M (+23.8%)
|
35.11M
est: 36.81M (-4.6%)
|
48.50M
est: 47.19M (+2.8%)
|
37.01M
est: 41.00M (-9.7%)
|
75.53M
est: 71.86M (+5.1%)
|
95.65M
est: 88.69M (+7.8%)
|
79.96M
est: 115.61M (-30.8%)
|
208.13M
est: 188.69M (+10.3%)
|
117.54M
est: 210.46M (-44.1%)
|
130.62M
|
121.75M
est: 182.20M (-33.2%)
|
138.40M
est: 173.95M (-20.4%)
|
173.08M
169.12M – 179.60M
-0.5% YoY
|
180.48M
173.75M – 188.87M
+4.3% YoY
|
196.78M
189.95M – 203.62M
+9.0% YoY
|
| SGA |
97.79M
est: 220.04M (-55.6%)
|
123.67M
est: 232.58M (-46.8%)
|
89.73M
est: 241.94M (-62.9%)
|
69.05M
est: 201.66M (-65.8%)
|
71.99M
est: 277.65M (-74.1%)
|
92.44M
est: 318.97M (-71.0%)
|
82.10M
est: 298.37M (-72.5%)
|
77.01M
est: 20.84M (+269.4%)
|
141.04M
est: 446.83M (-68.4%)
|
112.61M
est: 413.13M (-72.7%)
|
96.80M
est: 135.87M (-28.8%)
|
170.52M
est: 126.77M (+34.5%)
|
162.32M
est: 119.87M (+35.4%)
|
113.05M
111.59M – 114.51M
-5.7% YoY
|
112.83M
107.50M – 118.16M
-0.2% YoY
|
105.99M
105.99M – 105.99M
-6.1% YoY
|
| EPS |
9.18
est: 8.07 (+13.8%)
|
10.75
est: 8.71 (+23.5%)
|
3.99
est: 8.58 (-53.5%)
|
6.34
est: 5.61 (+13.0%)
|
4.09
est: 8.49 (-51.8%)
|
8.86
est: 11.46 (-22.7%)
|
13.74
est: 12.83 (+7.1%)
|
10.49
est: 14.78 (-29.0%)
|
27.13
est: 30.20 (-10.2%)
|
15.90
est: 36.67 (-56.6%)
|
18.02
|
17.19
est: 26.30 (-34.6%)
|
20.27
est: 25.11 (-19.3%)
|
24.98
24.41 – 25.92
-0.5% YoY
|
26.05
25.08 – 27.26
+4.3% YoY
|
28.40
27.41 – 29.39
+9.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | TD Cowen | Hold | Hold | Maintain |
| 2026-04-17 | Barclays | Underweight | Underweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-72.08M
OE per share TTM
-10.72
Owner's Yield
-7.55%
Maintenance CapEx ratio
8.52%
Maint CapEx / Avg PPE
6.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
52
Total invested
12.81M
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 | Montreal | 1.72M | 23.00% | 1.72M | 100.00 | 1.72M | 100.00 | BK, HC | Canada | 2009-01-12 | ↗ |
| 2 | Corp. | 1.72M | 23.00% | 1.72M | 100.00 | 1.72M | 100.00 | HC, CO | Delaware | 2009-01-12 | ↗ |
| 3 | Inc. | 1.72M | 23.00% | 1.72M | 91.00 | 1.72M | 91.00 | HC, CO | Delaware | 2009-01-12 | ↗ |
| 4 | 36-2951006 | 1.65M | 9.71% | — | 1.65M | 1.45M | 200.0K | CO | Delaware | 1995-02-13 | ↗ |
| 5 | (1) BlackRock, Inc. | 1.19M | 16.50% | 1.16M | — | 1.19M | — | HC | Delaware | 2023-01-24 | ↗ |
| 6 | Abigail P. Johnson | 1.07M | 11.81% | — | — | 1.07M | — | IN | Delaware | 2015-01-12 | ↗ |
| 7 | Edward C. Johnson 3d | 1.07M | 11.81% | — | — | 1.07M | — | IN | Delaware | 2015-01-12 | ↗ |
| 8 | FMR LLC | 1.07M | 11.81% | 219.1K | — | 1.07M | — | HC | Delaware | 2015-01-12 | ↗ |
| 9 | 04-2683227 | 1.06M | 11.66% | — | 953.5K | — | — | IA | Massachusetts | 2014-03-10 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 848.0K | 11.18% | — | 14.1K | 827.5K | 20.5K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 11 | 52-0556948 | 535.8K | 7.00% | 185.1K | — | 535.8K | — | IA | Maryland | 2021-02-16 | ↗ |
| 12 | Brown Advisory Incorporated ("BA Inc.") | 474.2K | 8.05% | 470.4K | — | — | — | HC | BA, Inc. is a Maryland Corporation | 2017-02-08 | ↗ |
| 13 | Brown Advisory LLC ("BA,LLC") | 464.9K | 7.89% | 461.3K | — | — | — | IA | BA LLC is a Maryland Limited Liability Company | 2017-02-08 | ↗ |
| 14 | 85-4328500 | 404.6K | 5.60% | 159.1K | — | 404.6K | — | IA | Maryland | 2024-02-14 | ↗ |
| 15 | 13-2700161 | 388.4K | 6.59% | 378.0K | — | 388.4K | — | IA | New York | 2017-02-10 | ↗ |
| 16 | Gruber and McBaine Capital Management, LLC. | 369.9K | 5.40% | 378.4K | — | 378.4K | 291.00 | IA, OO | A Delaware | 2012-01-17 | ↗ |
| 17 | Daniel S. Loeb | 352.0K | 6.20% | — | 352.0K | — | 352.0K | IN | United States | 2009-01-12 | ↗ |
| 18 | Third Point LLC | 352.0K | 6.20% | — | 352.0K | — | 352.0K | OO | Delaware | 2009-01-12 | ↗ |
| 19 | RICHARD MASHAAL | 312.1K | 5.02% | 312.1K | — | 312.1K | 10.00 | OO | Canada | 2011-04-01 | ↗ |
| 20 | RIMA MANAGEMENT, L.L.C. | 312.1K | 5.02% | 312.1K | — | 312.1K | 10.00 | OO | Delaware | 2011-04-01 | ↗ |
| 21 | Third Point Advisors II L.L.C. | 297.3K | 5.20% | — | 297.3K | — | 297.3K | OO | Delaware | 2009-01-12 | ↗ |
| 22 | Third Point Offshore Master Fund, L.P. | 297.3K | 5.20% | — | 297.3K | — | 297.3K | PN | Cayman Islands | 2009-01-12 | ↗ |
| 23 | 20-8441410 | 243.9K | 2.69% | 113.5K | 26.4K | 243.9K | — | IA | Delaware | 2015-02-12 | ↗ |
| 24 | SENVEST MASTER FUND LP | 168.9K | 2.70% | 168.9K | — | 168.9K | 10.00 | PN | Delaware | 2011-04-01 | ↗ |
| 25 | SENVEST INTERNATIONAL LLC | 143.2K | 2.30% | 143.2K | — | 143.2K | 10.00 | OO | Delaware | 2011-04-01 | ↗ |
| 26 | Lazard Asset Management LLC | 20.0K | 11.00% | 20.0K | — | — | 20.0K | IA | Delaware | 2018-04-09 | ↗ |
| 27 | Brown Investment Advisory & Trust Company ("BIATC") | 6.7K | 0.11% | 6.5K | — | — | — | BK | BIATC is a Maryland Company | 2017-02-08 | ↗ |
| 28 | Highmount Capital LLC ("Highmount") | 2.6K | 0.04% | 2.6K | — | — | — | IA | Highmount is a Massachusetts Limited Liability Company | 2017-02-08 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
52
-180 vs prev Q
New positions
8
Closed positions
188
Increased
20
Reduced
14
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 | BLACKROCK, INC. | 981.7K +9.5K (+1.0%) | 160.16M -24.6M (-13.3%) | 14.37% +0.296 pp | 0.00% -0.001 pp | USD209.04 -22.0% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 837.8K -8.7K (-1.0%) | 136.68M -24.2M (-15.0%) | 12.27% +0.009 pp | 0.00% 0.000 pp | USD128.24 +27.2% | 68 qtrs — |
| 3 | STATE STREET CORP | 306.4K +1.6K (+0.5%) | 49.99M -7.9M (-13.7%) | 4.49% +0.072 pp | 0.00% 0.000 pp | USD164.04 -0.5% | 51 qtrs — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 300.1K +2.9K (+1.0%) | 48.96M -7.5M (-13.3%) | 4.39% +0.091 pp | 0.01% -0.001 pp | USD197.45 -17.4% | 57 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 297.1K +6.9K (+2.4%) | 48.48M -6.7M (-12.1%) | 4.35% +0.148 pp | 0.01% -0.002 pp | USD138.94 +17.4% | 51 qtrs — |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 245.3K +16.0K (+7.0%) | 40.03M -3.6M (-8.2%) | 3.59% +0.271 pp | 0.02% -0.003 pp | USD180.26 -9.5% | 43 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 172.5K +16.6K (+10.7%) | 28.14M -1.5M (-5.0%) | 2.53% +0.269 pp | 0.01% -0.001 pp | USD189.40 -13.9% | 23 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 151.7K -3.1K (-2.0%) | 24.76M -4.7M (-15.9%) | 2.22% -0.021 pp | 0.00% 0.000 pp | USD142.72 +14.3% | 68 qtrs — |
| 9 | AQR CAPITAL MANAGEMENT LLC | 122.7K +8.0K (+6.9%) | 20.02M -1.8M (-8.2%) | 1.80% +0.135 pp | 0.01% -0.004 pp | USD186.35 -12.4% | 28 qtrs — |
| 10 | NORTHERN TRUST CORP | 95.9K -10.1K (-9.6%) | 15.64M -4.5M (-22.3%) | 1.40% -0.131 pp | 0.00% -0.001 pp | USD147.89 +10.3% | 51 qtrs — |
| 11 | JPMORGAN CHASE & CO | 92.2K -5.4K (-5.5%) | 15.04M -3.5M (-18.9%) | 1.36% -0.049 pp | 0.00% 0.000 pp | USD195.04 -16.4% | 46 qtrs — |
| 12 | BROWN ADVISORY INC | 90.5K -8.6K (-8.7%) | 14.76M -4.1M (-21.6%) | 1.34% -0.095 pp | 0.02% -0.004 pp | USD110.30 +47.9% | 48 qtrs — |
| 13 | WCM INVESTMENT MANAGEMENT, LLC | 87.8K -19.9K (-18.4%) | 14.41M -6.2M (-30.1%) | 1.30% -0.259 pp | 0.03% -0.013 pp | USD143.09 +14.0% | 38 qtrs — |
| 14 | ROYAL BANK OF CANADA | 88.2K -18.9K (-17.7%) | 14.39M -6.0M (-29.3%) | 1.29% -0.260 pp | 0.00% -0.001 pp | USD153.20 +6.5% | 51 qtrs — |
| 15 | ALGERT GLOBAL LLC | 79.9K +16.4K (+25.8%) | 13.03M +970.0K (+8.0%) | 1.17% +0.250 pp | 0.20% +0.001 pp | USD191.76 -14.9% | 18 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 77.9K +39.2K (+101.1%) | 12.72M +5.4M (+72.7%) | 1.14% +0.580 pp | 0.00% +0.001 pp | USD190.93 -14.5% | 68 qtrs — |
| 17 | VULCAN VALUE PARTNERS, LLC | 77.3K -1.9K (-2.4%) | 12.62M -2.4M (-16.2%) | 1.15% -0.003 pp | 0.23% -0.046 pp | USD145.57 +12.1% | 48 qtrs — |
| 18 | MORGAN STANLEY | 75.9K -18.4K (-19.5%) | 12.38M -5.5M (-30.9%) | 1.11% -0.255 pp | 0.00% 0.000 pp | USD210.30 -22.4% | 51 qtrs — |
| 19 | BANK OF NEW YORK MELLON CORP | 75.0K -12.0K (-13.8%) | 12.23M -4.3M (-26.0%) | 1.11% -0.149 pp | 0.00% -0.001 pp | USD156.49 +4.3% | 66 qtrs — |
| 20 | TWO SIGMA INVESTMENTS, LP | 67.5K +21.4K (+46.6%) | 11.01M +2.3M (+25.8%) | 0.99% +0.322 pp | 0.02% +0.003 pp | USD185.34 -12.0% | 12 qtrs — |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 67.2K -540.0 (-0.8%) | 10.96M -1.9M (-14.8%) | 0.98% +0.003 pp | 0.03% -0.007 pp | USD213.92 -23.7% | 18 qtrs — |
| 22 | GLENMEDE TRUST CO NA | 60.3K +60.3K (+100.0%) | 9.84M +9.8M (+100.0%) | 0.88% +0.884 pp | 0.05% +0.047 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 23 | GATOR CAPITAL MANAGEMENT, LLC | 56.6K -4.6K (-7.5%) | 9.23M -2.4M (-20.6%) | 0.83% -0.057 pp | 1.87% -1.076 pp | USD174.72 -6.6% | 15 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 39.0K +8.0K (+25.7%) | 6.36M +464.7K (+7.9%) | 0.57% +0.122 pp | 0.00% +0.000 pp | USD200.57 -18.7% | 52 qtrs — |
| 25 | FIRST TRUST ADVISORS LP | 38.3K +1.8K (+4.9%) | 6.25M -688.6K (-9.9%) | 0.56% +0.032 pp | 0.00% -0.001 pp | USD204.23 -20.1% | 21 qtrs — |
| 26 | PRICE T ROWE ASSOCIATES INC /MD/ | 37.1K +1.4K (+3.8%) | 6.05M -739.0K (-10.9%) | 0.54% +0.026 pp | 0.00% 0.000 pp | USD116.40 +40.2% | 62 qtrs — |
| 27 | NUVEEN, LLC | 35.3K -14.1K (-28.6%) | 5.76M -3.6M (-38.7%) | 0.52% -0.199 pp | 0.00% -0.001 pp | USD172.36 -5.3% | 4 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 33.8K +3.4K (+11.2%) | 5.51M -263.3K (-4.6%) | 0.49% +0.055 pp | 0.00% 0.000 pp | USD195.04 -16.4% | 38 qtrs — |
| 29 | AMERIPRISE FINANCIAL INC | 32.3K +9.5K (+41.6%) | 5.27M +931.5K (+21.5%) | 0.47% +0.143 pp | 0.00% +0.000 pp | USD139.24 +17.2% | 55 qtrs — |
| 30 | PRUDENTIAL FINANCIAL INC | 32.0K +21.7K (+209.7%) | 5.22M +3.3M (+165.9%) | 0.47% +0.319 pp | 0.01% +0.004 pp | USD177.20 -7.9% | 62 qtrs — |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 31.8K -5.9K (-15.7%) | 5.19M -2.0M (-27.6%) | 0.47% -0.080 pp | 0.00% -0.002 pp | USD190.97 -14.6% | 5 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 30.3K -383.0 (-1.2%) | 4.94M -886.2K (-15.2%) | 0.45% +0.004 pp | 0.00% 0.000 pp | USD132.20 +23.4% | 56 qtrs — |
| 33 | INVESCO LTD. | 26.8K +2.0 (+0.0%) | 4.37M -719.0K (-14.1%) | 0.39% +0.004 pp | 0.00% 0.000 pp | USD183.35 -11.0% | 56 qtrs — |
| 34 | TUDOR INVESTMENT CORP ET AL | 25.4K +25.4K (+100.0%) | 4.15M +4.1M (+100.0%) | 0.37% +0.372 pp | 0.01% +0.008 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 35 | JANE STREET GROUP, LLC | 25.2K +11.7K (+87.4%) | 4.10M +1.6M (+60.9%) | 0.37% +0.174 pp | 0.00% +0.000 pp | USD181.96 -10.3% | 11 qtrs — |
| 36 | ZIMMER PARTNERS, LP | 25.0K +25.0K (+100.0%) | 4.08M +4.1M (+100.0%) | 0.37% +0.366 pp | 0.11% +0.108 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 37 | AWH CAPITAL, L.P. | 24.7K +— (+0.0%) | 4.04M -665.1K (-14.1%) | 0.36% +0.004 pp | 3.72% -1.181 pp | USD118.79 +37.3% | 29 qtrs — |
| 38 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 23.4K +10.7K (+84.0%) | 3.82M +1.4M (+58.0%) | 0.34% +0.158 pp | 0.03% +0.005 pp | USD177.76 -8.2% | 7 qtrs — |
| 39 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 22.0K -2.7K (-11.1%) | 3.58M -1.1M (-23.7%) | 0.32% -0.036 pp | 0.01% -0.005 pp | USD178.00 -8.3% | 56 qtrs — |
| 40 | RHUMBLINE ADVISERS | 21.7K -786.0 (-3.5%) | 3.54M -731.9K (-17.2%) | 0.32% -0.008 pp | 0.00% -0.001 pp | USD144.09 +13.2% | 51 qtrs — |
| 41 | SQUAREPOINT OPS LLC | 20.9K +18.9K (+967.1%) | 3.40M +3.0M (+816.1%) | 0.31% +0.277 pp | 0.00% +0.003 pp | USD165.75 -1.6% | 10 qtrs — |
| 42 | QUBE RESEARCH & TECHNOLOGIES LTD | 18.9K +1.3K (+7.5%) | 3.09M -256.9K (-7.7%) | 0.28% +0.022 pp | 0.00% 0.000 pp | USD229.58 -28.9% | 11 qtrs — |
| 43 | MERITAGE PORTFOLIO MANAGEMENT | 18.5K -1.0K (-5.1%) | 3.02M -687.9K (-18.6%) | 0.27% -0.009 pp | 0.20% -0.047 pp | USD233.34 -30.1% | 8 qtrs — |
| 44 | WALLEYE CAPITAL LLC | 18.1K +18.1K (+100.0%) | 2.95M +3.0M (+100.0%) | 0.26% +0.265 pp | 0.01% +0.009 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 45 | IEQ CAPITAL, LLC | 18.0K +3.0K (+20.4%) | 2.93M +94.6K (+3.3%) | 0.26% +0.047 pp | 0.01% +0.000 pp | USD182.42 -10.6% | 3 qtrs — |
| 46 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 17.1K +4.4K (+34.3%) | 2.79M +369.8K (+15.3%) | 0.25% +0.069 pp | 0.01% 0.000 pp | USD184.56 -11.6% | 7 qtrs — |
| 47 | TEACHER RETIREMENT SYSTEM OF TEXAS | 16.0K -10.1K (-38.7%) | 2.61M -2.3M (-47.3%) | 0.24% -0.141 pp | 0.01% -0.011 pp | USD191.01 -14.6% | 20 qtrs — |
| 48 | RENAISSANCE TECHNOLOGIES LLC | 15.7K +13.2K (+521.9%) | 2.57M +2.1M (+434.0%) | 0.23% +0.194 pp | 0.00% +0.003 pp | USD165.99 -1.7% | 8 qtrs — |
| 49 | LEGAL & GENERAL GROUP PLC | 15.6K -305.0 (-1.9%) | 2.55M -475.9K (-15.7%) | 0.23% +0.001 pp | 0.00% 0.000 pp | USD136.51 +19.5% | 46 qtrs — |
| 50 | BNP PARIBAS ARBITRAGE, SNC | 15.6K -1.8K (-10.4%) | 2.54M -759.5K (-23.0%) | 0.23% -0.024 pp | 0.00% -0.001 pp | USD189.15 -13.7% | 51 qtrs — |
| 51 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14.9K +14.9K (+100.0%) | 2.43M +2.4M (+100.0%) | 0.22% +0.221 pp | 0.00% +0.004 pp | USD163.15 +0.0% | 3 qtrs — |
| 52 | Y-INTERCEPT (HONG KONG) LTD | 14.7K +10.1K (+215.4%) | 2.40M +1.5M (+170.7%) | 0.22% +0.148 pp | 0.05% +0.032 pp | USD168.98 -3.5% | 7 qtrs — |
| 53 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 14.5K +59.0 (+0.4%) | 2.36M -377.3K (-13.8%) | 0.21% +0.003 pp | 1.66% -0.233 pp | USD194.88 -16.3% | 7 qtrs — |
| 54 | FRANKLIN RESOURCES INC | 14.3K +4.6K (+47.1%) | 2.34M +487.1K (+26.3%) | 0.21% +0.071 pp | 0.00% +0.000 pp | USD221.65 -26.4% | 18 qtrs — |
| 55 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 13.9K -400.0 (-2.8%) | 2.27M -449.4K (-16.5%) | 0.21% -0.001 pp | 0.02% -0.003 pp | USD133.75 +22.0% | 26 qtrs — |
| 56 | MAN GROUP PLC | 13.9K -25.4K (-64.7%) | 2.26M -5.2M (-69.7%) | 0.20% -0.366 pp | 0.00% -0.009 pp | USD189.97 -14.1% | 23 qtrs — |
| 57 | SEI INVESTMENTS CO | 13.2K +3.1K (+30.6%) | 2.15M +231.4K (+12.1%) | 0.19% +0.047 pp | 0.00% +0.000 pp | USD185.61 -12.1% | 13 qtrs — |
| 58 | SWISS NATIONAL BANK | 12.7K +— (+0.0%) | 2.07M -341.4K (-14.1%) | 0.19% +0.004 pp | 0.00% 0.000 pp | USD142.10 +14.8% | 51 qtrs — |
| 59 | QUEST PARTNERS LLC | 12.6K +1.7K (+15.5%) | 2.06M -16.8K (-0.8%) | 0.19% +0.029 pp | 0.12% -0.021 pp | USD193.32 -15.6% | 9 qtrs — |
| 60 | RUSSELL INVESTMENTS GROUP, LTD. | 12.0K -811.0 (-6.3%) | 1.96M -476.2K (-19.6%) | 0.18% -0.010 pp | 0.00% -0.001 pp | USD197.74 -17.5% | 27 qtrs — |
| 61 | NEARWATER CAPITAL MARKETS, LTD | 11.4K +— (+0.0%) | 1.86M -306.4K (-14.1%) | 0.17% +0.002 pp | 0.03% +0.003 pp | USD190.03 -14.1% | 2 qtrs — |
| 62 | BARCLAYS PLC | 11.3K -2.9K (-20.3%) | 1.84M -1.1M (-37.9%) | 0.16% -0.040 pp | 0.00% 0.000 pp | USD210.83 -22.6% | 51 qtrs — |
| 63 | POINT72 ASSET MANAGEMENT, L.P. | 10.7K +10.7K (+100.0%) | 1.74M +1.7M (+100.0%) | 0.16% +0.157 pp | 0.00% +0.002 pp | USD163.15 +0.0% | 6 qtrs — |
| 64 | HUBER CAPITAL MANAGEMENT LLC | 10.5K -4.0K (-27.4%) | 1.71M -1.0M (-37.7%) | 0.15% -0.056 pp | 0.25% -0.183 pp | USD182.91 -10.8% | 51 qtrs — |
| 65 | UBS ASSET MANAGEMENT AMERICAS INC | 9.9K -886.0 (-8.3%) | 1.61M -433.2K (-21.2%) | 0.14% -0.011 pp | 0.00% 0.000 pp | USD199.05 -18.0% | 52 qtrs — |
| 66 | CREATIVE PLANNING | 9.7K -426.0 (-4.2%) | 1.58M -341.7K (-17.8%) | 0.14% -0.005 pp | 0.00% 0.000 pp | USD198.21 -17.7% | 9 qtrs — |
| 67 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 8.0K +4.3K (+118.2%) | 1.30M +605.9K (+87.3%) | 0.12% +0.064 pp | 0.00% +0.001 pp | USD185.81 -12.2% | 7 qtrs — |
| 68 | TWO SIGMA ADVISERS, LP | 7.9K +3.2K (+68.1%) | 1.29M +395.7K (+44.3%) | 0.12% +0.048 pp | 0.00% +0.001 pp | USD191.51 -14.8% | 12 qtrs — |
| 69 | VERITION FUND MANAGEMENT LLC | 7.6K +1.5K (+24.6%) | 1.24M +81.4K (+7.0%) | 0.11% +0.023 pp | 0.00% +0.000 pp | USD202.75 -19.5% | 17 qtrs — |
| 70 | ALLIANCEBERNSTEIN L.P. | 7.6K +— (+0.0%) | 1.23M -203.3K (-14.1%) | 0.11% +0.001 pp | 0.00% 0.000 pp | USD130.50 +25.0% | 61 qtrs — |
| 71 | QUANTBOT TECHNOLOGIES LP | 7.6K +2.3K (+43.2%) | 1.23M +230.3K (+23.0%) | 0.11% +0.035 pp | 0.04% +0.014 pp | USD178.81 -8.8% | 9 qtrs — |
| 72 | QUADRATURE CAPITAL LTD | 7.5K -1.0K (-12.2%) | 1.22M -396.5K (-24.5%) | 0.11% -0.014 pp | 0.01% -0.007 pp | USD196.10 -16.8% | 11 qtrs — |
| 73 | QUINN OPPORTUNITY PARTNERS LLC | 7.5K +7.5K (+100.0%) | 1.22M +1.2M (+100.0%) | 0.11% +0.110 pp | 0.05% +0.051 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 74 | WELLS FARGO & COMPANY/MN | 7.4K +2.2K (+41.0%) | 1.21M +210.3K (+21.0%) | 0.11% +0.032 pp | 0.00% +0.000 pp | USD186.99 -12.7% | 57 qtrs — |
| 75 | FMR LLC | 7.3K +1.4K (+23.9%) | 1.19M +71.8K (+6.4%) | 0.11% +0.022 pp | 0.00% +0.000 pp | USD221.64 -26.4% | 27 qtrs — |
| 76 | UBS GROUP AG | 7.1K -22.5K (-76.1%) | 1.15M -4.5M (-79.5%) | 0.10% -0.325 pp | 0.00% -0.001 pp | USD192.54 -15.3% | 45 qtrs — |
| 77 | MOUNT YALE INVESTMENT ADVISORS, LLC | 6.5K -440.0 (-6.4%) | 1.05M -257.1K (-19.6%) | 0.09% -0.005 pp | 0.05% -0.041 pp | USD190.03 -14.1% | 2 qtrs — |
| 78 | SG AMERICAS SECURITIES, LLC | 6.4K +2.7K (+73.5%) | 1.05M +344.0K (+49.0%) | 0.09% +0.041 pp | 0.00% -0.001 pp | USD178.64 -8.7% | 12 qtrs — |
| 79 | VESTMARK ADVISORY SOLUTIONS, INC. | 6.4K +6.4K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.09% +0.094 pp | 0.01% +0.014 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 80 | CWM, LLC | 6.4K +960.0 (+17.8%) | 1.04M +11.0K (+1.1%) | 0.09% +0.015 pp | 0.00% 0.000 pp | USD184.35 -11.5% | 17 qtrs — |
| 81 | CENTERBOOK PARTNERS LP | 6.2K -7.8K (-55.5%) | 1.02M -1.7M (-61.8%) | 0.09% -0.111 pp | 0.05% -0.082 pp | USD187.64 -13.1% | 3 qtrs — |
| 82 | VOYA INVESTMENT MANAGEMENT LLC | 6.2K -635.0 (-9.3%) | 1.01M -287.9K (-22.1%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD183.14 -10.9% | 51 qtrs — |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 6.1K -369.0 (-5.7%) | 1.00M -235.4K (-19.0%) | 0.09% -0.004 pp | 0.00% 0.000 pp | USD156.34 +4.4% | 52 qtrs — |
| 84 | KENNONDALE CAPITAL MANAGEMENT LLC | 5.8K +— (+0.0%) | 952.3K -156.9K (-14.1%) | 0.09% +0.001 pp | 0.70% -0.149 pp | USD211.53 -22.9% | 5 qtrs — |
| 85 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 5.7K -176.0 (-3.0%) | 936.5K -187.7K (-16.7%) | 0.08% -0.001 pp | 0.00% -0.001 pp | USD213.15 -23.5% | 7 qtrs — |
| 86 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 5.7K +12.0 (+0.2%) | 934.0K -164.0K (-14.9%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD147.50 +10.6% | 49 qtrs — |
| 87 | DEUTSCHE BANK AG\ | 5.4K -4.2K (-43.3%) | 888.4K -935.9K (-51.3%) | 0.08% -0.058 pp | 0.00% 0.000 pp | USD199.80 -18.3% | 50 qtrs — |
| 88 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.4K +100.0 (+1.9%) | 881.0K -126.0K (-12.5%) | 0.08% +0.003 pp | 0.00% 0.000 pp | USD175.21 -6.9% | 51 qtrs — |
| 89 | MARINER, LLC | 5.3K +912.0 (+20.8%) | 864.0K +31.8K (+3.8%) | 0.08% +0.014 pp | 0.00% +0.000 pp | USD180.71 -9.7% | 14 qtrs — |
| 90 | ENGINEERS GATE MANAGER LP | 5.3K +1.9K (+56.0%) | 857.0K +217.2K (+33.9%) | 0.08% +0.028 pp | 0.01% +0.003 pp | USD185.29 -11.9% | 10 qtrs — |
| 91 | MARSHALL WACE, LLP | 5.2K +2.5K (+94.0%) | 851.0K +340.0K (+66.5%) | 0.08% +0.037 pp | 0.00% +0.000 pp | USD187.11 -12.8% | 8 qtrs — |
| 92 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 5.1K -656.0 (-11.3%) | 839.2K -262.9K (-23.9%) | 0.08% -0.009 pp | 0.01% -0.005 pp | USD181.40 -10.1% | 3 qtrs — |
| 93 | HRT FINANCIAL LP | 4.9K -10.2K (-67.3%) | 805.0K -2.1M (-72.0%) | 0.07% -0.147 pp | 0.00% -0.008 pp | USD198.59 -17.8% | 6 qtrs — |
| 94 | NUMERAI GP LLC | 4.7K -136.0 (-2.8%) | 763.2K -151.6K (-16.6%) | 0.07% -0.001 pp | 0.09% -0.037 pp | USD175.81 -7.2% | 4 qtrs — |
| 95 | THRIVENT FINANCIAL FOR LUTHERANS | 4.4K -214.0 (-4.7%) | 712.0K -158.0K (-18.2%) | 0.06% -0.002 pp | 0.00% 0.000 pp | USD122.00 +33.7% | 56 qtrs — |
| 96 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 4.3K -1.8K (-29.6%) | 699.0K -456.5K (-39.5%) | 0.06% -0.025 pp | 0.00% -0.002 pp | USD203.97 -20.0% | 50 qtrs — |
| 97 | DARK FOREST CAPITAL MANAGEMENT LP | 4.3K +826.0 (+23.9%) | 698.6K +41.9K (+6.4%) | 0.06% +0.013 pp | 0.03% +0.012 pp | USD177.88 -8.3% | 6 qtrs — |
| 98 | ALPINE WOODS CAPITAL INVESTORS, LLC | 4.1K +4.1K (+100.0%) | 665.7K +665.7K (+100.0%) | 0.06% +0.060 pp | 0.16% +0.159 pp | USD163.15 +0.0% | 1 qtrs NEW |
| 99 | VIDENT ADVISORY, LLC | 4.0K +621.0 (+18.3%) | 653.9K +10.3K (+1.6%) | 0.06% +0.010 pp | 0.01% 0.000 pp | USD202.59 -19.5% | 10 qtrs — |
| 100 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3.9K +3.9K (+100.0%) | 644.1K +644.1K (+100.0%) | 0.06% +0.058 pp | 0.02% +0.022 pp | USD163.15 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
—
Shares disposed
3.3K
Cash buys
—
Cash sales
3.00
Net activity
-3,322
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-13 | Smirl Richard W | Officer | A-Award | A | Common Stock | 5,155 | 126.11 | 650.1K | 17,298 | D | ↗ |
| 2026-03-13 | Purkalitis Andra C | Officer | A-Award | A | Common Stock | 2,578 | 126.11 | 325.1K | 5,430 | D | ↗ |
| 2026-03-13 | Mandinach Barry M. | Officer | A-Award | A | Common Stock | 3,093 | 126.11 | 390.1K | 15,815 | D | ↗ |
| 2026-03-13 | Lieberman Elizabeth A | Officer | A-Award | A | Common Stock | 2,448 | 126.11 | 308.7K | 5,389 | D | ↗ |
| 2026-03-13 | Angerthal Michael A | Officer | A-Award | A | Common Stock | 5,155 | 126.11 | 650.1K | 78,436 | D | ↗ |
| 2026-03-13 | AYLWARD GEORGE R | Director / Officer | A-Award | A | Common Stock | 12,688 | 126.11 | 1.60M | 291,377 | D | ↗ |
| 2026-03-12 | MORRIS W HOWARD | Director | P-Purchase | A | Common Stock | 2,000 | 129.35 | 258.7K | 2,000 | I | ↗ |
| 2026-02-11 | Fleming Susan S. | Director | S-Sale | D | Common Stock | 1,000 | 142.22 | 142.2K | 12,677 | D | ↗ |
| 2025-12-11 | Fleming Susan S. | Director | S-Sale | D | Common Stock | 1,819 | 168.49 | 306.5K | 14,817 | D | ↗ |
| 2025-05-14 | Weisenseel John C | Director | A-Award | A | Common Stock | 609 | 176.23 | 107.3K | 609 | D | ↗ |
| 2025-05-14 | MORRIS W HOWARD | Director | A-Award | A | Common Stock | 609 | 176.23 | 107.3K | 2,407 | D | ↗ |
| 2025-05-14 | JONES MELODY L | Director | A-Award | A | Common Stock | 659 | 176.23 | 116.1K | 8,872 | D | ↗ |
| 2025-05-14 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 1,056 | 176.23 | 186.1K | 31,801 | D | ↗ |
| 2025-05-14 | Greig Paul G | Director | A-Award | A | Common Stock | 652 | 176.23 | 114.9K | 4,160 | D | ↗ |
| 2025-05-14 | Fleming Susan S. | Director | A-Award | A | Common Stock | 652 | 176.23 | 114.9K | 16,636 | D | ↗ |
| 2025-05-14 | BAIN PETER L | Director | A-Award | A | Common Stock | 609 | 176.23 | 107.3K | 4,013 | D | ↗ |
| 2025-05-02 | Smirl Richard W | Officer | F-InKind | D | Common Stock | 435 | 159.23 | 69.3K | 13,147 | D | ↗ |
| 2025-03-14 | Smirl Richard W | Officer | A-Award | A | Common Stock | 2,885 | 0.00 | — | 13,557 | D | ↗ |
| 2025-03-14 | Purkalitis Andra C | Officer | A-Award | A | Common Stock | 1,442 | 0.00 | — | 3,230 | D | ↗ |
| 2025-03-14 | Mandinach Barry M. | Officer | A-Award | A | Common Stock | 1,731 | 0.00 | — | 13,463 | D | ↗ |
| 2025-03-14 | Lieberman Elizabeth A | Officer | A-Award | A | Common Stock | 1,370 | 0.00 | — | 3,084 | D | ↗ |
| 2025-03-14 | Angerthal Michael A | Officer | A-Award | A | Common Stock | 2,668 | 0.00 | — | 74,053 | D | ↗ |
| 2025-03-14 | AYLWARD GEORGE R | Director / Officer | A-Award | A | Common Stock | 9,232 | 0.00 | — | 282,629 | D | ↗ |
| 2024-12-09 | Weisenseel John C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-05 | Fleming Susan S. | Director | G-Gift | D | Common Stock | 400 | 0.00 | — | 15,984 | D | ↗ |
| 2024-07-22 | Lieberman Elizabeth A | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,714 | — | ↗ |
| 2024-05-20 | Mandinach Barry M. | Officer | S-Sale | D | Common Stock | 7,886 | 234.00 | 1.85M | 12,418 | — | ↗ |
| 2024-05-17 | Mandinach Barry M. | Officer | S-Sale | D | Common Stock | 77 | 234.00 | 18.0K | 20,304 | — | ↗ |
| 2024-05-15 | MORRIS W HOWARD | Director | A-Award | A | Common Stock | 458 | 234.43 | 107.4K | 1,798 | — | ↗ |
| 2024-05-15 | JONES MELODY L | Director | A-Award | A | Common Stock | 495 | 234.43 | 116.0K | 8,213 | — | ↗ |
| 2024-05-15 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 794 | 234.43 | 186.1K | 30,745 | — | ↗ |
| 2024-05-15 | Greig Paul G | Director | A-Award | A | Common Stock | 479 | 234.43 | 112.3K | 3,508 | — | ↗ |
| 2024-05-15 | Fleming Susan S. | Director | A-Award | A | Common Stock | 485 | 234.43 | 113.7K | 16,384 | — | ↗ |
| 2024-05-15 | BAIN PETER L | Director | A-Award | A | Common Stock | 458 | 234.43 | 107.4K | 3,404 | — | ↗ |
| 2024-03-15 | Smirl Richard W | Officer | A-Award | A | Common Stock | 2,162 | 0.00 | — | 11,684 | — | ↗ |
| 2024-03-15 | Purkalitis Andra C | Officer | A-Award | A | Common Stock | 648 | 0.00 | — | 1,729 | — | ↗ |
| 2024-03-15 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 254 | 231.33 | 58.8K | 16,307 | — | ↗ |
| 2024-03-15 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 656 | 231.33 | 151.8K | 19,084 | — | ↗ |
| 2024-03-15 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 983 | 231.33 | 227.4K | 69,385 | — | ↗ |
| 2024-03-15 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 3,464 | 231.33 | 801.3K | 270,128 | — | ↗ |
| 2024-03-06 | ZARRILLI STEPHEN T | Director | S-Sale | D | Common Stock | 2,150 | 248.40 | 534.1K | 3,549 | — | ↗ |
| 2024-02-05 | Angerthal Michael A | Officer | S-Sale | D | Common Stock | 1,644 | 234.04 | 384.8K | 69,907 | — | ↗ |
| 2023-11-13 | Purkalitis Andra C | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-17 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 602 | 178.54 | 107.5K | 5,699 | — | ↗ |
| 2023-05-17 | MORRIS W HOWARD | Director | A-Award | A | Common Stock | 602 | 178.54 | 107.5K | 1,340 | — | ↗ |
| 2023-05-17 | JONES MELODY L | Director | A-Award | A | Common Stock | 651 | 178.54 | 116.2K | 7,718 | — | ↗ |
| 2023-05-17 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 1,043 | 178.54 | 186.2K | 29,951 | — | ↗ |
| 2023-05-17 | Greig Paul G | Director | A-Award | A | Common Stock | 630 | 178.54 | 112.5K | 3,029 | — | ↗ |
| 2023-05-17 | Fleming Susan S. | Director | A-Award | A | Common Stock | 637 | 178.54 | 113.7K | 15,899 | — | ↗ |
| 2023-05-17 | BAIN PETER L | Director | A-Award | A | Common Stock | 602 | 178.54 | 107.5K | 2,946 | — | ↗ |
| 2023-03-15 | Smirl Richard W | Officer | A-Award | A | Common Stock | 2,923 | 0.00 | — | 9,653 | — | ↗ |
| 2023-03-15 | PENA MARDELLE W | Officer | A-Award | A | Common Stock | 1,023 | 0.00 | — | 16,543 | — | ↗ |
| 2023-03-15 | Mandinach Barry M. | Officer | A-Award | A | Common Stock | 1,755 | 0.00 | — | 19,785 | — | ↗ |
| 2023-03-15 | HILLS WENDY J | Officer | F-InKind | D | Common Stock | 293 | 171.08 | 50.1K | 7,691 | — | ↗ |
| 2023-03-15 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 565 | 171.08 | 96.7K | 77,946 | — | ↗ |
| 2023-03-15 | AYLWARD GEORGE R | Director / Officer | A-Award | A | Common Stock | 9,352 | 0.00 | — | 273,843 | — | ↗ |
| 2023-03-13 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 287 | 173.07 | 49.7K | 15,520 | — | ↗ |
| 2023-03-13 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 524 | 173.07 | 90.7K | 18,030 | — | ↗ |
| 2023-03-13 | HILLS WENDY J | Officer | F-InKind | D | Common Stock | 1,735 | 173.07 | 300.3K | 7,078 | — | ↗ |
| 2023-03-13 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 729 | 173.07 | 126.2K | 75,807 | — | ↗ |
| 2023-03-13 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 2,731 | 173.07 | 472.7K | 264,491 | — | ↗ |
| 2022-09-16 | HILLS WENDY J | Officer | F-InKind | D | Common Stock | 1,169 | 185.87 | 217.3K | 4,942 | — | ↗ |
| 2022-05-27 | MORRIS W HOWARD | Director | S-Sale | D | Common Stock | 151 | 192.09 | 29.0K | 738 | — | ↗ |
| 2022-05-18 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 585 | 175.00 | 102.4K | 5,097 | — | ↗ |
| 2022-05-18 | MORRIS W HOWARD | Director | A-Award | A | Common Stock | 585 | 175.00 | 102.4K | 889 | — | ↗ |
| 2022-05-18 | JONES MELODY L | Director | A-Award | A | Common Stock | 635 | 175.00 | 111.1K | 7,067 | — | ↗ |
| 2022-05-18 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 964 | 175.00 | 168.7K | 28,908 | — | ↗ |
| 2022-05-18 | Greig Paul G | Director | A-Award | A | Common Stock | 614 | 175.00 | 107.5K | 2,399 | — | ↗ |
| 2022-05-18 | Fleming Susan S. | Director | A-Award | A | Common Stock | 621 | 175.00 | 108.7K | 15,262 | — | ↗ |
| 2022-05-18 | BAIN PETER L | Director | A-Award | A | Common Stock | 585 | 175.00 | 102.4K | 2,344 | — | ↗ |
| 2022-05-03 | Smirl Richard W | Officer | A-Award | A | Common Stock | 2,811 | 0.00 | — | 6,730 | — | ↗ |
| 2022-03-17 | MORRIS W HOWARD | Director | P-Purchase | A | Common Stock | 435 | 231.00 | 100.5K | 435 | — | ↗ |
| 2022-03-15 | Smirl Richard W | Officer | A-Award | A | Common Stock | 2,292 | 0.00 | — | 4,182 | — | ↗ |
| 2022-03-15 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 990 | 218.20 | 216.0K | 10,785 | — | ↗ |
| 2022-03-15 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 2,652 | 218.20 | 578.7K | 8,805 | — | ↗ |
| 2022-03-15 | HILLS WENDY J | Officer | F-InKind | D | Common Stock | 133 | 218.20 | 29.0K | 5,079 | — | ↗ |
| 2022-03-15 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 914 | 218.20 | 199.4K | 7,915 | — | ↗ |
| 2022-03-15 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 2,884 | 218.20 | 629.3K | 64,503 | — | ↗ |
| 2022-03-15 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 3,001 | 218.20 | 654.8K | 231,358 | — | ↗ |
| 2022-03-11 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 194 | 0.00 | — | 12,054 | — | ↗ |
| 2022-03-11 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 524 | 0.00 | — | 12,060 | — | ↗ |
| 2022-03-11 | HILLS WENDY J | Officer | F-InKind | D | Common Stock | 410 | 0.00 | — | 5,212 | — | ↗ |
| 2022-03-11 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 151 | 0.00 | — | 9,091 | — | ↗ |
| 2022-03-11 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 729 | 0.00 | — | 68,104 | — | ↗ |
| 2022-03-11 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 2,730 | 0.00 | — | 234,359 | — | ↗ |
| 2021-12-15 | PENA MARDELLE W | Officer | S-Sale | D | Common Stock | 1,600 | 289.12 | 462.6K | 12,248 | — | ↗ |
| 2021-12-14 | PENA MARDELLE W | Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 13,848 | — | ↗ |
| 2021-12-14 | Mandinach Barry M. | Officer | S-Sale | D | Common Stock | 2,956 | 285.35 | 843.5K | 14,838 | — | ↗ |
| 2021-11-12 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 300 | 335.00 | 100.5K | 9,242 | — | ↗ |
| 2021-11-05 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 150 | 332.50 | 49.9K | 9,692 | — | ↗ |
| 2021-11-03 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 150 | 325.00 | 48.8K | 10,292 | — | ↗ |
| 2021-11-02 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 153 | 327.50 | 50.1K | 10,594 | — | ↗ |
| 2021-08-13 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 175 | 315.00 | 55.1K | 10,901 | — | ↗ |
| 2021-08-03 | ZARRILLI STEPHEN T | Director | S-Sale | D | Common Stock | 1,808 | 280.55 | 507.2K | 4,512 | — | ↗ |
| 2021-05-18 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 1,000 | 279.00 | 279.0K | 11,076 | — | ↗ |
| 2021-05-14 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 367 | 268.04 | 98.4K | 6,320 | — | ↗ |
| 2021-05-14 | MORRIS W HOWARD | Director | A-Award | A | Common Stock | 304 | 268.04 | 81.5K | 304 | — | ↗ |
| 2021-05-14 | JONES MELODY L | Director | A-Award | A | Common Stock | 396 | 268.04 | 106.1K | 6,432 | — | ↗ |
| 2021-05-14 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 617 | 268.04 | 165.4K | 27,944 | — | ↗ |
| 2021-05-14 | Greig Paul G | Director | A-Award | A | Common Stock | 385 | 268.04 | 103.2K | 1,785 | — | ↗ |
| 2021-05-14 | Fleming Susan S. | Director | A-Award | A | Common Stock | 387 | 268.04 | 103.7K | 14,641 | — | ↗ |
| 2021-05-14 | BAIN PETER L | Director | A-Award | A | Common Stock | 370 | 268.04 | 99.2K | 1,759 | — | ↗ |
| 2021-05-07 | BRADLEY WILLIAM PATRICK III | Officer | S-Sale | D | Common Stock | 1,000 | 278.25 | 278.3K | 14,076 | — | ↗ |
| 2021-05-03 | Smirl Richard W | Officer | A-Award | A | Common Stock | 1,823 | 0.00 | — | 1,823 | — | ↗ |
| 2021-03-15 | WALTMAN FRANCIS G | Officer | A-Award | A | Common Stock | 1,167 | 0.00 | — | 17,842 | — | ↗ |
| 2021-03-15 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 1,167 | 0.00 | — | 12,879 | — | ↗ |
| 2021-03-15 | Mandinach Barry M. | Officer | A-Award | A | Common Stock | 1,532 | 0.00 | — | 16,695 | — | ↗ |
| 2021-03-15 | HILLS WENDY J | Officer | A-Award | A | Common Stock | 861 | 0.00 | — | 5,622 | — | ↗ |
| 2021-03-15 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 1,254 | 0.00 | — | 13,842 | — | ↗ |
| 2021-03-15 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 2,612 | 0.00 | — | 65,772 | — | ↗ |
| 2021-03-15 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 14,100 | 0.00 | — | 222,736 | — | ↗ |
| 2021-03-12 | WALTMAN FRANCIS G | Officer | F-InKind | D | Common Stock | 472 | 0.00 | — | 17,264 | — | ↗ |
| 2021-03-12 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 194 | 0.00 | — | 14,046 | — | ↗ |
| 2021-03-12 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 524 | 0.00 | — | 17,737 | — | ↗ |
| 2021-03-12 | HILLS WENDY J | Officer | F-InKind | D | Common Stock | 410 | 0.00 | — | 4,761 | — | ↗ |
| 2021-03-12 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 223 | 0.00 | — | 15,096 | — | ↗ |
| 2021-03-12 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 728 | 0.00 | — | 68,384 | — | ↗ |
| 2021-03-12 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 2,730 | 0.00 | — | 236,836 | — | ↗ |
| 2021-03-01 | MORRIS W HOWARD | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-02-03 | Fleming Susan S. | Director | G-Gift | D | Common Stock | 400 | 0.00 | — | 14,254 | — | ↗ |
| 2020-12-31 | Fleming Susan S. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-08-17 | PENA MARDELLE W | Officer | M-Exempt | A | Common Stock | 480 | 25.51 | 12.2K | 14,451 | — | ↗ |
| 2020-08-13 | WALTMAN FRANCIS G | Officer | S-Sale | D | Common Stock | 3,782 | 141.52 | 535.2K | 23,954 | — | ↗ |
| 2020-08-12 | WALTMAN FRANCIS G | Officer | S-Sale | D | Common Stock | 1,295 | 144.53 | 187.2K | 29,036 | — | ↗ |
| 2020-05-18 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 1,138 | 89.16 | 101.5K | 5,953 | — | ↗ |
| 2020-05-18 | TREANOR MARK C | Director | A-Award | A | Common Stock | 1,892 | 89.16 | 168.7K | 30,305 | — | ↗ |
| 2020-05-18 | JONES MELODY L | Director | A-Award | A | Common Stock | 1,191 | 89.16 | 106.2K | 6,036 | — | ↗ |
| 2020-05-18 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 1,163 | 89.16 | 103.7K | 27,327 | — | ↗ |
| 2020-05-18 | Greig Paul G | Director | A-Award | A | Common Stock | 1,188 | 89.16 | 105.9K | 1,400 | — | ↗ |
| 2020-05-18 | Fleming Susan S. | Director | A-Award | A | Common Stock | 1,158 | 89.16 | 103.2K | 14,754 | — | ↗ |
| 2020-05-18 | BAIN PETER L | Director | A-Award | A | Common Stock | 1,177 | 89.16 | 104.9K | 1,389 | — | ↗ |
| 2020-03-13 | WALTMAN FRANCIS G | Officer | F-InKind | D | Common Stock | 2,454 | 0.00 | — | 34,143 | — | ↗ |
| 2020-03-13 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 744 | 0.00 | — | 12,116 | — | ↗ |
| 2020-03-13 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 2,531 | 0.00 | — | 14,874 | — | ↗ |
| 2020-03-13 | HILLS WENDY J | Officer | A-Award | A | Common Stock | 2,650 | 0.00 | — | 5,171 | — | ↗ |
| 2020-03-13 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 747 | 0.00 | — | 13,877 | — | ↗ |
| 2020-03-13 | Angerthal Michael A | Officer | A-Award | A | Common Stock | 4,712 | 0.00 | — | 69,112 | — | ↗ |
| 2020-03-13 | AYLWARD GEORGE R | Director / Officer | A-Award | A | Common Stock | 17,674 | 0.00 | — | 239,566 | — | ↗ |
| 2020-02-27 | Fleming Susan S. | Director | G-Gift | D | Common Stock | 400 | 0.00 | — | 13,596 | — | ↗ |
| 2019-12-31 | Fleming Susan S. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-23 | TREANOR MARK C | Director | S-Sale | D | Common Stock | 1 | 123.73 | 123.73 | 28,413 | — | ↗ |
| 2019-10-01 | Greig Paul G | Director | A-Award | A | Common Stock | 212 | 105.74 | 22.4K | 212 | — | ↗ |
| 2019-10-01 | BAIN PETER L | Director | A-Award | A | Common Stock | 212 | 105.74 | 22.4K | 212 | — | ↗ |
| 2019-09-29 | Greig Paul G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-29 | BAIN PETER L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-16 | HILLS WENDY J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-05-15 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 902 | 117.78 | 106.2K | 4,815 | — | ↗ |
| 2019-05-15 | TREANOR MARK C | Director | A-Award | A | Common Stock | 1,369 | 117.78 | 161.2K | 28,414 | — | ↗ |
| 2019-05-15 | JONES MELODY L | Director | A-Award | A | Common Stock | 925 | 117.78 | 108.9K | 4,845 | — | ↗ |
| 2019-05-15 | Hooda Sheila | Director | A-Award | A | Common Stock | 859 | 117.78 | 101.2K | 2,603 | — | ↗ |
| 2019-05-15 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 849 | 117.78 | 100.0K | 26,164 | — | ↗ |
| 2019-05-15 | Fleming Susan S. | Director | A-Award | A | Common Stock | 849 | 117.78 | 100.0K | 14,396 | — | ↗ |
| 2019-05-15 | BAIO JAMES R | Director | A-Award | A | Common Stock | 883 | 117.78 | 104.0K | 15,405 | — | ↗ |
| 2019-03-19 | AYLWARD GEORGE R | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 9.40 | 94.0K | 222,540 | — | ↗ |
| 2019-03-15 | WALTMAN FRANCIS G | Officer | A-Award | A | Common Stock | 2,364 | 0.00 | — | 35,748 | — | ↗ |
| 2019-03-15 | PENA MARDELLE W | Officer | A-Award | A | Common Stock | 1,195 | 0.00 | — | 12,489 | — | ↗ |
| 2019-03-15 | Mandinach Barry M. | Officer | A-Award | A | Common Stock | 1,532 | 0.00 | — | 13,693 | — | ↗ |
| 2019-03-15 | FLYNN MARK S | Officer | A-Award | A | Common Stock | 302 | 0.00 | — | 11,903 | — | ↗ |
| 2019-03-15 | BRADLEY WILLIAM PATRICK III | Officer | A-Award | A | Common Stock | 1,220 | 0.00 | — | 14,253 | — | ↗ |
| 2019-03-15 | Angerthal Michael A | Officer | M-Exempt | D | Stock Options | 3,867 | 9.40 | 36.3K | 0 | — | ↗ |
| 2019-03-15 | AYLWARD GEORGE R | Director / Officer | A-Award | A | Common Stock | 8,620 | 0.00 | — | 198,852 | — | ↗ |
| 2019-02-22 | WALTMAN FRANCIS G | Officer | F-InKind | D | Common Stock | 893 | 104.73 | 93.5K | 32,692 | — | ↗ |
| 2019-02-22 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 613 | 104.73 | 64.2K | 10,637 | — | ↗ |
| 2019-02-22 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 649 | 104.73 | 68.0K | 13,088 | — | ↗ |
| 2019-02-22 | FLYNN MARK S | Officer | F-InKind | D | Common Stock | 469 | 104.73 | 49.1K | 11,959 | — | ↗ |
| 2019-02-22 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 613 | 104.73 | 64.2K | 12,376 | — | ↗ |
| 2019-02-22 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 853 | 104.73 | 89.3K | 55,881 | — | ↗ |
| 2019-02-04 | Angerthal Michael A | Officer | M-Exempt | A | Common Stock | 8,000 | 9.40 | 75.2K | 56,734 | — | ↗ |
| 2018-12-03 | Angerthal Michael A | Officer | M-Exempt | A | Common Stock | 4,000 | 9.40 | 37.6K | 48,734 | — | ↗ |
| 2018-10-29 | AYLWARD GEORGE R | Director / Officer | M-Exempt | A | Stock Options | 5,000 | 9.40 | 47.0K | 18,120 | — | ↗ |
| 2018-05-18 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 556 | 128.45 | 71.4K | 13,737 | — | ↗ |
| 2018-05-15 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 856 | 124.00 | 106.1K | 3,913 | — | ↗ |
| 2018-05-15 | TREANOR MARK C | Director | A-Award | A | Common Stock | 1,199 | 124.00 | 148.7K | 27,045 | — | ↗ |
| 2018-05-15 | JONES MELODY L | Director | A-Award | A | Common Stock | 866 | 124.00 | 107.4K | 3,920 | — | ↗ |
| 2018-05-15 | Hooda Sheila | Director | A-Award | A | Common Stock | 816 | 124.00 | 101.2K | 1,744 | — | ↗ |
| 2018-05-15 | HOLT TIMOTHY A | Director | A-Award | A | Common Stock | 806 | 124.00 | 99.9K | 25,315 | — | ↗ |
| 2018-05-15 | Fleming Susan S. | Director | A-Award | A | Common Stock | 806 | 124.00 | 99.9K | 13,547 | — | ↗ |
| 2018-05-15 | BAIO JAMES R | Director | A-Award | A | Common Stock | 826 | 124.00 | 102.4K | 14,522 | — | ↗ |
| 2018-03-15 | WALTMAN FRANCIS G | Officer | A-Award | A | Common Stock | 1,533 | 0.00 | — | 33,585 | — | ↗ |
| 2018-03-15 | PENA MARDELLE W | Officer | A-Award | A | Common Stock | 766 | 0.00 | — | 11,250 | — | ↗ |
| 2018-03-15 | Mandinach Barry M. | Officer | A-Award | A | Common Stock | 1,826 | 0.00 | — | 12,760 | — | ↗ |
| 2018-03-15 | FLYNN MARK S | Officer | A-Award | A | Common Stock | 766 | 0.00 | — | 12,428 | — | ↗ |
| 2018-03-15 | BRADLEY WILLIAM PATRICK III | Officer | A-Award | A | Common Stock | 798 | 0.00 | — | 12,223 | — | ↗ |
| 2018-03-15 | Angerthal Michael A | Officer | A-Award | A | Common Stock | 1,533 | 0.00 | — | 44,734 | — | ↗ |
| 2018-03-15 | AYLWARD GEORGE R | Director / Officer | A-Award | A | Common Stock | 10,272 | 0.00 | — | 180,969 | — | ↗ |
| 2018-02-22 | WALTMAN FRANCIS G | Officer | F-InKind | D | Common Stock | 1,363 | 122.00 | 166.3K | 30,226 | — | ↗ |
| 2018-02-22 | PENA MARDELLE W | Officer | F-InKind | D | Common Stock | 840 | 122.00 | 102.5K | 9,686 | — | ↗ |
| 2018-02-22 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 644 | 122.00 | 78.6K | 10,934 | — | ↗ |
| 2018-02-22 | FLYNN MARK S | Officer | A-Award | A | Common Stock | 2,718 | 0.00 | — | 11,324 | — | ↗ |
| 2018-02-22 | BRADLEY WILLIAM PATRICK III | Officer | F-InKind | D | Common Stock | 600 | 122.00 | 73.2K | 11,425 | — | ↗ |
| 2018-02-22 | Angerthal Michael A | Officer | F-InKind | D | Common Stock | 883 | 122.00 | 107.7K | 41,375 | — | ↗ |
| 2018-02-22 | AYLWARD GEORGE R | Director / Officer | F-InKind | D | Common Stock | 2,100 | 122.00 | 256.2K | 170,697 | — | ↗ |
| 2018-02-13 | AYLWARD GEORGE R | Director / Officer | M-Exempt | A | Common Stock | 19,521 | 31.38 | 612.6K | 174,325 | — | ↗ |
| 2018-02-12 | TREANOR MARK C | Director | G-Gift | D | Common Stock | 20 | 0.00 | — | 25,846 | — | ↗ |
| 2017-12-31 | Fleming Susan S. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-05-19 | ZARRILLI STEPHEN T | Director | A-Award | A | Common Stock | 976 | 103.70 | 101.2K | 3,057 | — | ↗ |
| 2017-05-19 | TREANOR MARK C | Director | A-Award | A | Common Stock | 1,386 | 103.70 | 143.7K | 25,866 | — | ↗ |
| 2017-05-19 | Mandinach Barry M. | Officer | F-InKind | D | Common Stock | 1,369 | 103.70 | 142.0K | 7,954 | — | ↗ |
| 2017-05-19 | JONES MELODY L | Director | A-Award | A | Common Stock | 988 | 103.70 | 102.5K | 3,054 | — | ↗ |
| 2017-05-19 | Hooda Sheila | Director | A-Award | A | Common Stock | 928 | 103.70 | 96.2K | 928 | — | ↗ |
Executive team
Top executives
EBIT / Employee
434.3K
Shares Outstanding
6.70M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | George R. Aylward President and Chief Executive Officer | 650.0K | — | 3.20M | — | 2.44M | 17.5K | 6.31M | 50.72% | ↗ |
| 2 | 2025 | Richard W. Smirl Executive Vice President Chief Operating Officer | 450.0K | — | 1.00M | — | 1.50M | 17.5K | 2.97M | 33.70% | ↗ |
| 3 | 2025 | Michael A. Angerthal Executive Vice President Chief Financial Officer and Treasurer | 430.0K | — | 925.0K | — | 1.58M | 17.5K | 2.95M | 31.38% | ↗ |
| 4 | 2025 | Barry M. Mandinach Executive Vice President Head of Distribution | 445.0K | — | 600.0K | — | 1.20M | 42.5K | 2.29M | 26.23% | ↗ |
| 5 | 2025 | Andra C. Purkalitis Executive Vice President Chief Legal Officer, General Counsel and Corporate Secretary | 375.0K | — | 500.0K | — | 950.0K | 17.5K | 1.84M | 27.14% | ↗ |
| 6 | 2024 | George R. Aylward President and Chief Executive Officer | 641.7K | — | 3.20M | — | 2.80M | 16.5K | 6.62M | 48.36% | ↗ |
| 7 | 2024 | Michael A. Angerthal Executive Vice President Chief Financial Officer | 425.0K | — | 925.0K | — | 1.85M | 17.3K | 3.22M | 28.75% | ↗ |
| 8 | 2024 | Michael A. Angerthal Executive Vice President Chief Financial Officer and Treasurer | 425.0K | — | 925.0K | — | 1.85M | 17.3K | 3.22M | 28.75% | ↗ |
| 9 | 2024 | Richard W. Smirl Executive Vice President Chief Operating Officer | 445.8K | — | 1.00M | — | 1.75M | 17.3K | 3.21M | 31.12% | ↗ |
| 10 | 2024 | Andra C. Purkalitis Executive Vice President Chief Legal Officer, General Counsel and Corporate Secretary | 375.0K | 250.0K | 650.0K | — | 1.03M | 339.0K | 2.65M | 24.57% | ↗ |
| 11 | 2024 | Barry M. Mandinach Executive Vice President Head of Distribution | 440.0K | — | 600.0K | — | 1.35M | 42.3K | 2.43M | 24.67% | ↗ |
| 12 | 2023 | George R. Aylward President and Chief Executive Officer | 600.0K | — | 3.20M | — | 2.70M | 15.3K | 6.52M | 49.12% | ↗ |
| 13 | 2023 | Richard W. Smirl Executive Vice President Chief Operating Officer | 425.0K | — | 1.00M | — | 1.80M | 16.5K | 3.24M | 30.85% | ↗ |
| 14 | 2023 | Michael A. Angerthal Executive Vice President Chief Financial Officer | 400.0K | — | 925.0K | — | 1.80M | 16.5K | 3.14M | 29.44% | ↗ |
| 15 | 2023 | Michael A. Angerthal Executive Vice President Chief Financial Officer and Treasurer | 400.0K | — | 925.0K | — | 1.80M | 16.5K | 3.14M | 29.44% | ↗ |
| 16 | 2023 | Barry M. Mandinach Executive Vice President Head of Distribution | 415.0K | — | 600.0K | — | 1.35M | 41.5K | 2.41M | 24.93% | ↗ |
| 17 | 2023 | Mardelle W. Peña Executive Vice President Chief Human Resources Officer | 300.0K | — | 350.0K | — | 515.0K | 16.5K | 1.18M | 29.62% | ↗ |
| 18 | 2022 | George R. Aylward President and Chief Executive Officer | 600.0K | — | 3.20M | — | 2.70M | 15.3K | 6.52M | 49.12% | ↗ |
| 19 | 2022 | Richard W. Smirl Executive Vice President Chief Operating Officer | 425.0K | 250.0K | 1.50M | — | 1.85M | 45.3K | 4.07M | 36.85% | ↗ |
| 20 | 2022 | Michael A. Angerthal Executive Vice President Chief Financial Officer | 395.8K | — | 925.0K | — | 1.85M | 15.3K | 3.19M | 29.03% | ↗ |
| 21 | 2022 | Barry M. Mandinach Executive Vice President Head of Distribution | 415.0K | — | 600.0K | — | 1.33M | 40.3K | 2.38M | 25.21% | ↗ |
| 22 | 2022 | Wendy J. Hills Executive Vice President Chief Legal Legal Officer, General Counsel and Corporate Secretary | 350.0K | — | 450.0K | — | 890.0K | 15.3K | 1.71M | 26.39% | ↗ |
| 23 | 2021 | George R. Aylward President and Chief Executive Officer | 600.0K | — | 3.00M | — | 5.00M | 15.0K | 8.61M | 34.82% | ↗ |
| 24 | 2021 | Michael A. Angerthal Executive Vice President Chief Financial Officer | 375.0K | — | 800.0K | — | 2.55M | 14.5K | 3.74M | 21.39% | ↗ |
| 25 | 2021 | Richard W. Smirl Executive Vice President Chief Operating Officer | 283.3K | 250.0K | 500.0K | — | 2.00M | 142.9K | 3.18M | 15.74% | ↗ |
| 26 | 2021 | Richard W. Smirl Executive Vice President Chief Operating Officer Wendy J. Hills | 283.3K | 250.0K | 500.0K | — | 2.00M | 142.9K | 3.18M | 15.74% | ↗ |
| 27 | 2021 | Barry M. Mandinach Executive Vice President Head of Distribution | 415.0K | — | 575.0K | — | 2.00M | 39.5K | 3.03M | 18.98% | ↗ |
| 28 | 2021 | Wendy J. Hills Executive Vice President Chief Legal Legal Officer, General Counsel and Corporate Secretary | 350.0K | — | 450.0K | — | 1.25M | 14.5K | 2.06M | 21.80% | ↗ |
| 29 | 2020 | George R. Aylward President and Chief Executive Officer | 591.7K | — | 3.00M | — | 4.40M | 14.3K | 8.01M | 37.47% | ↗ |
| 30 | 2020 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 375.0K | — | 800.0K | — | 2.25M | 14.3K | 3.44M | 23.26% | ↗ |
| 31 | 2020 | Michael A. Angerthal Executive Vice President Chief Financial Officer | 375.0K | — | 800.0K | — | 2.25M | 14.3K | 3.44M | 23.26% | ↗ |
| 32 | 2020 | Barry M. Mandinach Executive Vice President, Head of Distribution | 415.0K | — | 575.0K | — | 1.65M | 39.3K | 2.68M | 21.46% | ↗ |
| 33 | 2020 | Barry M. Mandinach Executive Vice President Head of Distribution | 415.0K | — | 575.0K | — | 1.65M | 39.3K | 2.68M | 21.46% | ↗ |
| 34 | 2020 | Francis G. Waltman Executive Vice President, Product Management | 340.0K | — | 610.0K | — | 1.45M | 14.3K | 2.41M | 25.27% | ↗ |
| 35 | 2020 | Richard W. Smirl Executive Vice President Chief Operating Officer Wendy J. Hills | 350.0K | — | 450.0K | — | 1.25M | 14.5K | 2.06M | 21.80% | ↗ |
| 36 | 2020 | Wendy J. Hills Executive Vice President Chief Legal Legal Officer, General Counsel and Corporate Secretary | 350.0K | — | 575.0K | — | 1.05M | 17.9K | 1.99M | 28.85% | ↗ |
| 37 | 2020 | Wendy J. Hills Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary | 350.0K | — | 450.0K | — | 1.05M | 17.9K | 1.87M | 24.09% | ↗ |
| 38 | 2019 | George R. Aylward President and Chief Executive Officer | 550.0K | — | 2.75M | — | 4.00M | 14.0K | 7.31M | 37.60% | ↗ |
| 39 | 2019 | Michael A. Angerthal Executive Vice President Chief Financial Officer | 375.0K | — | 625.0K | — | 2.10M | 14.0K | 3.11M | 20.07% | ↗ |
| 40 | 2019 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 375.0K | — | 625.0K | — | 2.10M | 14.0K | 3.11M | 20.07% | ↗ |
| 41 | 2019 | Barry M. Mandinach Executive Vice President, Head of Distribution | 415.0K | — | 575.0K | — | 1.45M | 39.1K | 2.48M | 23.19% | ↗ |
| 42 | 2019 | Barry M. Mandinach Executive Vice President Head of Distribution | 415.0K | — | 575.0K | — | 1.45M | 39.1K | 2.48M | 23.19% | ↗ |
| 43 | 2019 | Francis G. Waltman Executive Vice President, Product Management | 340.0K | — | 475.0K | — | 1.28M | 14.0K | 2.10M | 22.58% | ↗ |
| 44 | 2019 | Mark S. Flynn Executive Vice President, General Counsel, Retired | 163.7K | — | — | — | — | 1.03M | 1.19M | 0.00% | ↗ |
| 45 | 2019 | Mardelle W. Peña Executive Vice President, Chief Human Resources Officer | 275.0K | — | 240.0K | — | 605.0K | 14.0K | 1.13M | 21.16% | ↗ |
| 46 | 2018 | George R. Aylward President and Chief Executive Officer | 550.0K | — | 2.25M | — | 1.60M | 13.8K | 4.41M | 50.98% | ↗ |
| 47 | 2018 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 375.0K | — | 400.0K | — | 2.10M | 13.9K | 2.89M | 13.85% | ↗ |
| 48 | 2018 | Barry M. Mandinach Executive Vice President, Head of Distribution | 415.0K | — | 400.0K | — | 1.55M | 63.8K | 2.43M | 16.47% | ↗ |
| 49 | 2018 | Francis G. Waltman Executive Vice President, Product Management | 340.0K | — | 400.0K | — | 1.24M | 13.8K | 1.99M | 20.06% | ↗ |
| 50 | 2018 | W. Patrick Bradley Executive Vice President, Fund Services | 275.0K | — | 200.0K | — | 620.0K | 13.8K | 1.11M | 18.04% | ↗ |
| 51 | 2017 | George R. Aylward President and Chief Executive Officer | 550.0K | — | 3.25M | — | 4.00M | 10.8K | 7.81M | 41.61% | ↗ |
| 52 | 2017 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 370.8K | — | 1.00M | — | 1.98M | 10.8K | 3.36M | 29.75% | ↗ |
| 53 | 2017 | Barry M. Mandinach Executive Vice President, Head of Distribution | 412.5K | — | 800.0K | — | 1.52M | 10.8K | 2.74M | 29.16% | ↗ |
| 54 | 2017 | Francis G. Waltman Executive Vice President, Product Management | 337.5K | — | 1.00M | — | 1.20M | 10.8K | 2.55M | 39.24% | ↗ |
| 55 | 2017 | W. Patrick Bradley Executive Vice President, Fund Services | 269.2K | — | 575.0K | — | 615.0K | 10.8K | 1.47M | 39.12% | ↗ |
| 56 | 2016 | George R. Aylward President and Chief Executive Officer | 550.0K | — | 2.25M | — | 3.40M | 11.0K | 6.21M | 36.23% | ↗ |
| 57 | 2016 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 400.0K | — | 1.70M | 10.6K | 2.46M | 16.26% | ↗ |
| 58 | 2016 | Barry M. Mandinach Executive Vice President, Head of Distribution | 400.0K | — | 400.0K | — | 1.35M | 35.6K | 2.19M | 18.30% | ↗ |
| 59 | 2016 | Francis G. Waltman Executive Vice President, Product Management | 325.0K | — | 400.0K | — | 1.05M | 11.6K | 1.79M | 22.39% | ↗ |
| 60 | 2016 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 175.0K | — | 405.0K | 10.7K | 890.7K | 19.65% | ↗ |
| 61 | 2015 | George R. Aylward President and Chief Executive Officer | 550.0K | — | 2.25M | — | 3.60M | 13.7K | 6.41M | 35.08% | ↗ |
| 62 | 2015 | Barry M. Mandinach Executive Vice President, Head of Distribution | 400.0K | — | 800.0K | — | 1.56M | 25.6K | 2.78M | 28.77% | ↗ |
| 63 | 2015 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 400.0K | — | 1.65M | 13.7K | 2.41M | 16.60% | ↗ |
| 64 | 2015 | Francis G. Waltman Executive Vice President, Head of Product Management | 325.0K | — | 400.0K | — | 1.15M | 15.2K | 1.89M | 21.14% | ↗ |
| 65 | 2015 | Francis G. Waltman Executive Vice President, Product Management | 325.0K | — | 400.0K | — | 1.15M | 15.2K | 1.89M | 21.14% | ↗ |
| 66 | 2015 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 175.0K | — | 450.0K | 17.0K | 942.0K | 18.58% | ↗ |
| 67 | 2014 | George R. Aylward President and Chief Executive Officer | 541.7K | — | 2.00M | — | 4.50M | 14.0K | 7.06M | 28.35% | ↗ |
| 68 | 2014 | George R. Aylward President and Chief Executive Officer | 541.7K | — | 2.00M | — | 4.50M | 14.0K | 7.06M | 28.35% | ↗ |
| 69 | 2014 | Barry M. Mandinach Executive Vice President, Head of Distribution | 292.4K | — | 500.0K | — | 1.90M | 23.4K | 2.72M | 18.41% | ↗ |
| 70 | 2014 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 300.0K | — | 1.85M | 14.0K | 2.51M | 11.96% | ↗ |
| 71 | 2014 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 300.0K | — | 1.85M | 14.0K | 2.51M | 11.96% | ↗ |
| 72 | 2014 | Francis G. Waltman Executive Vice President, Head of Product Management | 316.7K | — | 300.0K | — | 1.38M | 13.9K | 2.01M | 14.91% | ↗ |
| 73 | 2014 | Francis G. Waltman Executive Vice President, Product Management | 316.7K | — | 300.0K | — | 1.38M | 13.9K | 2.01M | 14.91% | ↗ |
| 74 | 2014 | Francis G. Waltman Executive Vice President, Head of Product Management | 316.7K | — | 300.0K | — | 1.38M | 13.9K | 2.01M | 14.91% | ↗ |
| 75 | 2014 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 150.0K | — | 523.0K | 12.8K | 985.8K | 15.22% | ↗ |
| 76 | 2014 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 150.0K | — | 523.0K | 12.8K | 985.8K | 15.22% | ↗ |
| 77 | 2013 | George R. Aylward President and Chief Executive Officer | 491.7K | — | 1.00M | — | 5.00M | 13.8K | 6.51M | 15.37% | ↗ |
| 78 | 2013 | George R. Aylward President and Chief Executive Officer | 491.7K | — | 1.00M | — | 5.00M | 13.8K | 6.51M | 15.37% | ↗ |
| 79 | 2013 | Jeffrey T. Cerutti (Former)* Executive Vice President, Head of Distribution | 300.0K | — | 300.0K | — | 2.85M | 13.8K | 3.47M | 8.66% | ↗ |
| 80 | 2013 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 300.0K | — | 2.06M | 13.8K | 2.72M | 11.01% | ↗ |
| 81 | 2013 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 300.0K | — | 2.06M | 13.8K | 2.72M | 11.01% | ↗ |
| 82 | 2013 | Francis G. Waltman Executive Vice President, Head of Product Management | 275.0K | — | 200.0K | — | 1.50M | 13.7K | 1.99M | 10.06% | ↗ |
| 83 | 2013 | Francis G. Waltman Executive Vice President, Head of Product Management | 275.0K | — | 200.0K | — | 1.50M | 13.7K | 1.99M | 10.06% | ↗ |
| 84 | 2013 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 150.0K | — | 548.0K | 11.6K | 1.01M | 14.86% | ↗ |
| 85 | 2013 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 150.0K | — | 548.0K | 11.6K | 1.01M | 14.86% | ↗ |
| 86 | 2012 | George R. Aylward President and Chief Executive Officer | 445.8K | — | 1.10M | — | 3.30M | 10.0K | 4.86M | 22.65% | ↗ |
| 87 | 2012 | Jeffrey T. Cerutti (Former)* Executive Vice President, Head of Distribution | 300.0K | — | 300.0K | — | 1.87M | 10.0K | 2.48M | 12.11% | ↗ |
| 88 | 2012 | Jeffrey T. Cerutti Executive Vice President, Retail Distribution | 300.0K | — | 300.0K | — | 1.87M | 10.0K | 2.48M | 12.11% | ↗ |
| 89 | 2012 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 300.0K | — | 1.37M | 10.0K | 2.03M | 14.79% | ↗ |
| 90 | 2012 | Francis G. Waltman Executive Vice President, Head of Product Management | 275.0K | — | 200.0K | — | 823.4K | 8.8K | 1.31M | 15.30% | ↗ |
| 91 | 2012 | Francis G. Waltman Executive Vice President, Product Management | 275.0K | — | 200.0K | — | 823.4K | 8.8K | 1.31M | 15.30% | ↗ |
| 92 | 2012 | Mark S. Flynn Executive Vice President, General Counsel, Secretary Chief Compliance Officer | 300.0K | — | 150.0K | — | 547.5K | 10.1K | 1.01M | 14.89% | ↗ |
| 93 | 2012 | Mark S. Flynn Executive Vice President, General Counsel | 300.0K | — | 150.0K | — | 547.5K | 10.1K | 1.01M | 14.89% | ↗ |
| 94 | 2011 | George R. Aylward President and Chief Executive Officer | 425.0K | 200.0K | 626.1K | — | 1.70M | 13.2K | 2.96M | 21.12% | ↗ |
| 95 | 2011 | Jeffrey T. Cerutti Executive Vice President, Retail Distribution | 300.0K | — | 600.0K | — | 1.26M | 9.8K | 2.17M | 27.71% | ↗ |
| 96 | 2011 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 150.0K | — | 723.5K | 9.8K | 1.23M | 12.16% | ↗ |
| 97 | 2011 | Francis G. Waltman Executive Vice President, Product Management | 270.8K | — | 200.0K | — | 566.5K | 9.8K | 1.05M | 19.10% | ↗ |
| 98 | 2011 | Francis G. Waltman Executive Vice President, Head of Product Management | 270.8K | — | 200.0K | — | 566.5K | 9.8K | 1.05M | 19.10% | ↗ |
| 99 | 2011 | Mark S. Flynn Executive Vice President, General Counsel, Secretary Chief Compliance Officer | 270.5K | 50.0K | 186.5K | 13.4K | 389.6K | 77.0K | 987.0K | 20.26% | ↗ |
| 100 | 2011 | Mark S. Flynn Executive Vice President, General Counsel, Secretary Chief Compliance Officer | 270.5K | 50.0K | 186.5K | 13.4K | 389.6K | 77.0K | 987.0K | 20.26% | ↗ |
| 101 | 2011 | Mark S. Flynn Executive Vice President, General Counsel | 270.5K | 50.0K | 186.5K | 13.4K | 389.6K | 77.0K | 987.0K | 20.26% | ↗ |
| 102 | 2010 | George R. Aylward President and Chief Executive Officer | 425.0K | — | 525.0K | — | 926.5K | 15.9K | 1.89M | 27.74% | ↗ |
| 103 | 2010 | J. Steven Neamtz Executive Vice President, Retail Distribution (Former) | 109.4K | — | 175.0K | — | 256.2K | 911.9K | 1.45M | 12.05% | ↗ |
| 104 | 2010 | Jeffrey T. Cerutti Executive Vice President, Retail Distribution | 175.0K | 450.0K | 145.1K | 52.9K | 254.0K | — | 1.08M | 18.39% | ↗ |
| 105 | 2010 | Jeffrey T. Cerutti Executive Vice President, Retail Distribution | 175.0K | 450.0K | 145.1K | 52.9K | 254.0K | — | 1.08M | 18.39% | ↗ |
| 106 | 2010 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | — | 150.0K | — | 419.7K | 9.8K | 929.5K | 16.14% | ↗ |
| 107 | 2010 | Francis G. Waltman Executive Vice President, Product Management | 250.0K | — | 175.0K | — | 263.6K | 9.8K | 698.4K | 25.06% | ↗ |
| 108 | 2010 | Nancy B. Curtiss Executive Vice President, Operations (Former) | 125.0K | — | 125.0K | — | 109.0K | 6.8K | 365.8K | 34.17% | ↗ |
| 109 | 2009 | George R. Aylward President and Chief Executive Officer | 425.0K | — | 851.0K | 130.6K | 510.0K | 17.4K | 1.93M | 50.76% | ↗ |
| 110 | 2009 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 350.0K | 100.0K | 373.7K | 89.6K | 210.0K | 9.8K | 1.13M | 40.89% | ↗ |
| 111 | 2009 | J. Steven Neamtz Executive Vice President, Retail Distribution | 275.0K | — | 366.8K | 76.8K | 360.0K | 8.3K | 1.09M | 40.82% | ↗ |
| 112 | 2009 | J. Steven Neamtz Executive Vice President, Retail Distribution (Former) | 275.0K | — | 366.8K | 76.8K | 360.0K | 8.3K | 1.09M | 40.82% | ↗ |
| 113 | 2009 | Francis G. Waltman Executive Vice President, Product Management | 250.0K | 80.0K | 286.9K | 44.8K | 135.0K | 6.5K | 803.2K | 41.30% | ↗ |
| 114 | 2009 | Nancy B. Curtiss Executive Vice President, Operations | 248.3K | 20.0K | 209.4K | 33.8K | 105.0K | 9.8K | 626.3K | 38.83% | ↗ |
| 115 | 2009 | Nancy B. Curtiss Executive Vice President, Operations (Former) | 248.3K | 20.0K | 209.4K | 33.8K | 105.0K | 9.8K | 626.3K | 38.83% | ↗ |
| 116 | 2008 | J. Steven Neamtz Executive Vice President, Retail Distribution | 275.0K | 390.0K | 168.8K | 67.4K | 210.0K | 8.8K | 1.12M | 21.09% | ↗ |
| 117 | 2008 | J. Steven Neamtz Executive Vice President, Retail Distribution (Former) | 275.0K | 390.0K | 168.8K | 67.4K | 210.0K | 8.8K | 1.12M | 21.09% | ↗ |
| 118 | 2008 | George R. Aylward President and Chief Executive Officer | 348.3K | 171.5K | 294.3K | 240.2K | — | 21.4K | 1.08M | 49.69% | ↗ |
| 119 | 2008 | George R. Aylward President and Chief Executive Officer | 348.3K | 171.5K | 98.9K | 181.6K | — | 21.4K | 821.8K | 34.14% | ↗ |
| 120 | 2008 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 83.5K | 419.4K | — | — | 30.6K | 477.00 | 534.0K | 0.00% | ↗ |
| 121 | 2008 | Michael A. Angerthal Executive Vice President, Chief Financial Officer | 83.5K | 419.4K | — | — | 30.6K | 477.00 | 534.0K | 0.00% | ↗ |
| 122 | 2008 | Nancy B. Curtiss Executive Vice President, Operations | 239.2K | — | 48.0K | 135.2K | 46.2K | 9.2K | 477.8K | 38.35% | ↗ |
| 123 | 2008 | Nancy B. Curtiss Executive Vice President, Operations | 239.2K | — | — | 135.3K | 46.2K | 9.2K | 427.7K | 31.62% | ↗ |
| 124 | 2008 | Francis G. Waltman Executive Vice President, Product Management | 107.6K | 94.5K | 75.0K | — | 25.5K | 6.5K | 309.1K | 24.26% | ↗ |
| 125 | 2008 | Francis G. Waltman Executive Vice President, Product Development | 107.6K | 94.5K | 10.4K | — | 25.5K | 6.5K | 244.5K | 4.26% | ↗ |
| 126 | 2007 | George R. Aylward President and Chief Executive Officer | 330.0K | — | 885.6K | 189.0K | 543.9K | 17.4K | 1.97M | 54.66% | ↗ |
| 127 | 2007 | George R. Aylward President and Chief Executive Officer | 330.0K | — | 216.4K | 103.0K | 543.9K | 17.4K | 1.21M | 26.38% | ↗ |
| 128 | 2007 | Nancy B. Curtiss Executive Vice President, Operations | 229.2K | 262.00 | 50.4K | — | 147.5K | 9.0K | 436.3K | 11.55% | ↗ |
| 129 | 2007 | Nancy B. Curtiss Executive Vice President, Operations | 229.2K | 262.00 | 16.8K | — | 147.5K | 9.0K | 402.7K | 4.17% | ↗ |
| 130 | 2007 | Francis G. Waltman Executive Vice President, Product Development | 196.0K | — | — | 3.1K | — | 37.9K | 237.0K | 1.31% | ↗ |
| 131 | 2007 | Francis G. Waltman Executive Vice President, Product Management | 196.0K | — | — | — | — | 37.9K | 233.9K | 0.00% | ↗ |
| 132 | 2007 | J. Steven Neamtz Executive Vice President, Retail Distribution | 16.0K | — | 95.5K | — | — | 722.00 | 112.2K | 85.06% | ↗ |
| 133 | 2006 | Francis G. Waltman Executive Vice President, Product Development | 200.0K | — | — | 33.2K | 90.0K | 8.0K | 326.7K | 10.16% | ↗ |
| 134 | 2006 | Nancy B. Curtiss Executive Vice President, Operations | 219.6K | 5.0K | — | — | 80.0K | 8.8K | 313.4K | 0.00% | ↗ |
| 135 | 2006 | George R. Aylward President and Chief Executive Officer | 261.3K | — | — | 41.5K | — | 8.5K | 306.5K | 13.53% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| George Robert Aylward Jr. | President, Chief Executive Officer & Director | 3M | male |
| Michael Aaron Angerthal | Executive Vice President, Chief Financial Officer, Principal Accounting Officer & Treasurer | 2M | male |
| Richard William Smirl | Executive Vice President & Chief Operating Officer | 2M | male |
| Barry Mitchell Mandinach | Executive Vice President & Head of Distribution | 2M | male |
| Andra Cynthia Purkalitis | Executive Vice President, Chief Legal Officer, General Counsel & Corporate Secretary | 1M | female |
| William Patrick Bradley | Executive Vice President of Fund Services | 908.8K | male |
| Elizabeth Lieberman | Executive Vice President & Chief Human Resources Officer | 831.5K | female |
| Joseph E. Maccone | Senior Managing Director & Head of Strategic Distribution | — | male |
| Joe Fazzino | Vice President of Corporate Communications | — | male |
| Sean Rourke | Vice President of Investor Relations | — | male |
| Thomas Franco | Senior Managing Director & Head of Retail Sales | — | male |
| David Leon Albrycht | Portfolio Manager | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for VRTS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
