WaFd, Inc. (WAFD)
Seattle, WA, US
WaFd, Inc. delivers a comprehensive suite of banking and financial services, encompassing lending, deposit accounts, and insurance, primarily catering to individual consumers. Beyond retail banking, the company also serves the financial needs of mid-sized to large businesses, as well as owners and developers within the commercial real estate sector. Established on November 15, 1994, WaFd, Inc. maintains its headquarters in Seattle, Washington.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.08% | +0.71% | +0.45% | +14.12% | +12.32% | +11.02% | +25.48% | +36.72% | +6.24% | +42.30% | +6,949.96% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
36.00
-6.4%
|
| Last Year | 3 |
33.50
-12.9%
|
| All Time | 6 |
34.58
-10.1%
|
-
Revenue growth-1.6% Q1'26: -2.8% (vs Q1'25)
-
EPS growth+5.2% Q1'26: +33.8% (vs Q1'25)
-
FCF margin— Q1'26: +19.7% (vs Q1'25)
-
EBIT margin— Q1'26: +24.3% (vs Q1'25)
-
ROIC— Q1'26: +4.8% (vs Q1'25)
-
Share dilution+8.0% Q1'26: -6.8% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 9.29× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Sep 1998 actual |
Sep 1999 actual |
Sep 2000 actual |
Sep 2001 actual |
Sep 2002 actual |
Sep 2003 actual |
Sep 2004 actual |
Sep 2005 actual |
Sep 2006 actual |
Sep 2007 actual |
Sep 2008 actual |
Sep 2009 actual |
Sep 2010 actual |
Sep 2011 actual |
Sep 2012 actual |
Sep 2013 actual |
Sep 2014 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 3 Rev. Ana. 3 EPS Ana. |
Sep 2027 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
471.60M
est: 224.42M (+110.1%)
|
468.27M
est: 221.52M (+111.4%)
|
508.40M
est: 205.71M (+147.2%)
|
543.85M
est: 237.77M (+128.7%)
|
521.97M
est: 278.45M (+87.5%)
|
465.87M
est: 269.34M (+73.0%)
|
419.50M
est: 261.00M (+60.7%)
|
469.75M
est: 276.67M (+69.8%)
|
546.14M
est: 275.97M (+97.9%)
|
634.25M
est: 283.16M (+124.0%)
|
728.96M
est: 341.77M (+113.3%)
|
694.43M
est: 558.05M (+24.4%)
|
783.99M
est: 311.27M (+151.9%)
|
672.55M
est: 441.53M (+52.3%)
|
606.79M
est: 390.31M (+55.5%)
|
538.22M
est: 374.17M (+43.8%)
|
561.61M
est: 431.50M (+30.2%)
|
580.28M
est: 449.93M (+29.0%)
|
593.88M
est: 465.23M (+27.7%)
|
602.63M
est: 476.96M (+26.3%)
|
651.06M
est: 522.23M (+24.7%)
|
734.59M
est: 540.13M (+36.0%)
|
708.25M
est: 536.37M (+32.0%)
|
652.60M
est: 558.40M (+16.9%)
|
733.38M
est: 638.80M (+14.8%)
|
1.10B
est: 673.02M (+62.7%)
|
1.43B
est: 726.51M (+97.2%)
|
1.41B
est: 729.80M (+93.2%)
|
788.31M
783.54M – 793.09M
+8.0% YoY
|
817.18M
807.42M – 826.93M
+3.7% YoY
|
| EBITDA |
153.60M
est: 85.86M (+78.9%)
|
159.80M
est: 84.75M (+88.6%)
|
166.59M
est: 78.70M (+111.7%)
|
184.19M
est: 90.96M (+102.5%)
|
218.00M
est: 106.53M (+104.6%)
|
214.74M
est: 103.04M (+108.4%)
|
194.94M
est: 99.85M (+95.2%)
|
217.39M
est: 105.85M (+105.4%)
|
226.37M
est: 105.58M (+114.4%)
|
213.38M
est: 108.33M (+97.0%)
|
100.12M
est: 130.75M (-23.4%)
|
80.90M
est: 377.62M (-78.6%)
|
128.79M
est: 119.08M (+8.2%)
|
206.49M
est: 408.16M (-49.4%)
|
250.41M
est: 387.75M (-35.4%)
|
250.39M
est: 350.25M (-28.5%)
|
262.28M
est: 380.07M (-31.0%)
|
267.41M
est: 351.41M (-23.9%)
|
267.64M
est: 374.74M (-28.6%)
|
297.90M
est: 385.92M (-22.8%)
|
303.98M
est: 443.26M (-31.4%)
|
293.83M
est: 500.93M (-41.3%)
|
259.10M
est: 310.23M (-16.5%)
|
267.05M
est: 312.20M (-14.5%)
|
364.09M
est: 321.32M (+13.3%)
|
348.05M
est: 353.45M (-1.5%)
|
390.16M
est: 248.18M (+57.2%)
|
299.36M
est: 249.30M (+20.1%)
|
269.29M
267.66M – 270.93M
+8.0% YoY
|
279.16M
275.82M – 282.49M
+3.7% YoY
|
| EBIT |
173.70M
est: 73.85M (+135.2%)
|
177.10M
est: 72.90M (+142.9%)
|
163.18M
est: 67.69M (+141.1%)
|
175.46M
est: 78.25M (+124.2%)
|
229.20M
est: 91.63M (+150.1%)
|
223.72M
est: 88.63M (+152.4%)
|
203.71M
est: 85.89M (+137.2%)
|
222.31M
est: 91.05M (+144.2%)
|
218.66M
est: 90.82M (+140.8%)
|
209.31M
est: 93.18M (+124.6%)
|
95.84M
est: 112.47M (-14.8%)
|
75.74M
est: 183.65M (-58.8%)
|
123.03M
est: 102.43M (+20.1%)
|
173.66M
est: 145.30M (+19.5%)
|
215.91M
est: 128.44M (+68.1%)
|
234.62M
est: 123.13M (+90.5%)
|
244.93M
est: 142.00M (+72.5%)
|
249.52M
est: 148.06M (+68.5%)
|
248.13M
est: 153.10M (+62.1%)
|
256.22M
est: 156.96M (+63.2%)
|
257.24M
est: 171.86M (+49.7%)
|
262.78M
est: 177.75M (+47.8%)
|
219.19M
est: 176.51M (+24.2%)
|
233.14M
est: 183.76M (+26.9%)
|
300.04M
est: 210.22M (+42.7%)
|
325.08M
est: 221.48M (+46.8%)
|
256.06M
est: 210.29M (+21.8%)
|
289.64M
est: 211.24M (+37.1%)
|
228.18M
226.80M – 229.56M
+8.0% YoY
|
236.54M
233.71M – 239.36M
+3.7% YoY
|
| Net Income |
111.80M
est: 113.98M (-1.9%)
|
114.30M
est: 113.21M (+1.0%)
|
105.68M
est: 103.63M (+2.0%)
|
113.61M
est: 119.99M (-5.3%)
|
148.38M
est: 143.93M (+3.1%)
|
145.00M
est: 145.91M (-0.6%)
|
131.87M
est: 137.53M (-4.1%)
|
145.89M
est: 147.23M (-0.9%)
|
143.10M
est: 142.65M (+0.3%)
|
135.02M
est: 136.31M (-0.9%)
|
62.33M
est: 45.11M (+38.2%)
|
48.17M
est: 36.44M (+32.2%)
|
118.65M
est: 440.08M (-73.0%)
|
111.14M
est: 118.00M (-5.8%)
|
138.18M
est: 134.46M (+2.8%)
|
151.51M
est: 142.44M (+6.4%)
|
157.36M
est: 152.33M (+3.3%)
|
160.32M
est: 145.97M (+9.8%)
|
164.05M
est: 157.39M (+4.2%)
|
173.53M
est: 169.28M (+2.5%)
|
203.85M
est: 201.58M (+1.1%)
|
210.26M
est: 219.13M (-4.0%)
|
173.44M
est: 130.15M (+33.3%)
|
183.62M
est: 171.39M (+7.1%)
|
236.33M
est: 195.58M (+20.8%)
|
257.43M
est: 221.75M (+16.1%)
|
200.04M
est: 198.62M (+0.7%)
|
226.07M
est: 217.29M (+4.0%)
|
262.43M
257.23M – 267.64M
+20.8% YoY
|
278.29M
265.04M – 291.54M
+6.0% YoY
|
| SGA |
24.90M
est: 25.79M (-3.4%)
|
26.50M
est: 26.48M (+0.1%)
|
26.74M
est: 26.38M (+1.4%)
|
28.28M
est: 29.61M (-4.5%)
|
34.06M
est: 33.33M (+2.2%)
|
30.85M
est: 31.25M (-1.3%)
|
31.41M
est: 32.81M (-4.3%)
|
34.20M
est: 34.51M (-0.9%)
|
36.57M
est: 38.59M (-5.2%)
|
43.57M
est: 45.68M (-4.6%)
|
53.62M
est: 54.01M (-0.7%)
|
67.79M
est: 71.46M (-5.1%)
|
88.51M
est: 195.54M (-54.7%)
|
92.62M
est: 91.59M (+1.1%)
|
93.72M
est: 91.50M (+2.4%)
|
103.03M
est: 100.36M (+2.7%)
|
120.74M
est: 154.64M (-21.9%)
|
127.86M
est: 162.40M (-21.3%)
|
124.71M
est: 153.33M (-18.7%)
|
123.67M
est: 157.94M (-21.7%)
|
135.15M
est: 188.32M (-28.2%)
|
143.40M
est: 205.28M (-30.1%)
|
158.54M
est: 204.93M (-22.6%)
|
190.47M
est: 224.82M (-15.3%)
|
203.45M
est: 254.37M (-20.0%)
|
216.56M
est: 279.81M (-22.6%)
|
263.02M
est: 171.84M (+53.1%)
|
327.18M
est: 172.61M (+89.5%)
|
186.45M
185.32M – 187.58M
+8.0% YoY
|
193.28M
190.97M – 195.59M
+3.7% YoY
|
| EPS |
1.20
est: 1.23 (-2.4%)
|
1.28
est: 1.28 (+0.0%)
|
1.25
est: 1.24 (+0.8%)
|
1.39
est: 1.37 (+1.5%)
|
1.75
est: 1.68 (+4.2%)
|
1.72
est: 1.78 (-3.4%)
|
1.53
est: 1.61 (-5.0%)
|
1.68
est: 1.65 (+1.8%)
|
1.64
est: 1.66 (-1.2%)
|
1.55
est: 1.58 (-1.9%)
|
0.71
est: 0.44 (+61.4%)
|
0.46
est: 0.47 (-1.1%)
|
1.06
est: 0.94 (+13.4%)
|
1.00
est: 1.07 (-6.5%)
|
1.29
est: 1.21 (+6.6%)
|
1.45
est: 1.26 (+15.1%)
|
1.56
est: 1.49 (+4.7%)
|
1.68
est: 1.61 (+4.2%)
|
1.79
est: 1.74 (+2.9%)
|
1.95
est: 1.91 (+2.2%)
|
2.40
est: 2.39 (+0.3%)
|
2.61
est: 2.60 (+0.3%)
|
2.26
est: 2.21 (+2.1%)
|
2.39
est: 2.31 (+3.7%)
|
3.40
est: 3.21 (+5.9%)
|
3.72
est: 3.42 (+8.9%)
|
2.50
est: 2.49 (+0.6%)
|
2.64
est: 2.70 (-2.3%)
|
3.27
3.21 – 3.33
+20.8% YoY
|
3.43
3.30 – 3.63
+5.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | Piper Sandler | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-17 | B- | 3/5 | 5/5 | 1/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 10.81M | 13.30% | — | — | 10.81M | — | HC | Delaware | 2024-10-23 | ↗ |
| 2 | EIN #75-3019302 | 9.31M | 8.30% | — | — | — | — | IA, HC | Delaware | 2011-02-14 | ↗ |
| 3 | Edward C. Johnson 3d | 8.63M | 8.79% | — | — | 8.63M | — | IN | United States of America | 2015-02-13 | ↗ |
| 4 | Abigail P. Johnson | 8.45M | 9.08% | — | — | 8.45M | — | IN | United States of America | 2016-02-12 | ↗ |
| 5 | FMR LLC | 8.45M | 9.08% | 1.3K | — | 8.45M | — | HC | Delaware | 2016-02-12 | ↗ |
| 6 | (. | 7.65M | 8.58% | 7.57M | — | 7.65M | — | IA | Delaware Limited Partnership | 2017-02-09 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 7.54M | 9.95% | — | 77.7K | 7.40M | 149.6K | IA | Pennsylvania For | 2021-02-10 | ↗ |
| 8 | Toronto, Ontario, Canada M5H 3M7 | 7.27M | 6.85% | — | — | — | — | IA | SPRUCEGROVE INVESTMENT MANAGEMENT LTD. – ONTARIO, CANADA | 2013-02-12 | ↗ |
| 9 | 84-1458637 | 5.80M | 5.20% | — | — | — | — | IV | Massachusetts | 2011-02-14 | ↗ |
| 10 | 30-0447847 | 5.32M | 8.20% | 5.24M | — | 5.32M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 11 | Fidelity Small Cap Discovery Fund | 4.85M | 5.21% | 4.85M | — | — | — | IV | Massachusetts | 2016-02-12 | ↗ |
| 12 | STATE STREET CORPORATION | 3.36M | 5.24% | — | 409.2K | — | 3.36M | HC | BOSTON, MASSACHUSETTS | 2024-01-24 | ↗ |
| 13 | EIN #00-0000000 | 15.3K | 0.00% | — | 15.3K | — | 15.3K | IA, HC | Jersey, Channel Islands | 2022-02-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 11.37M +136.6K (+1.2%) | 364.22M +23.9M (+7.0%) | 14.77% +0.711 pp | 0.01% +0.000 pp | USD34.50 -7.2% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 8.78M -272.8K (-3.0%) | 281.19M +7.0M (+2.6%) | 11.41% +0.075 pp | 0.00% +0.000 pp | USD29.97 +6.9% | 84 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 4.98M +26.0K (+0.5%) | 159.51M +9.5M (+6.3%) | 6.47% +0.269 pp | 0.03% +0.001 pp | USD21.69 +47.7% | 51 qtrs — |
| 4 | STATE STREET CORP | 4.12M -9.4K (-0.2%) | 131.90M +6.9M (+5.5%) | 5.35% +0.184 pp | 0.00% +0.000 pp | USD27.90 +14.8% | 51 qtrs — |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.37M -316.2K (-8.6%) | 107.83M -3.7M (-3.3%) | 4.37% -0.236 pp | 0.36% -0.015 pp | USD29.28 +9.4% | 30 qtrs — |
| 6 | ALLIANCEBERNSTEIN L.P. | 3.11M +3.0M (+3,071.3%) | 99.54M +96.6M (+3,253.4%) | 4.04% +3.915 pp | 0.03% +0.031 pp | USD31.78 +0.8% | 61 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 2.10M +25.8K (+1.2%) | 67.36M +4.4M (+7.1%) | 2.73% +0.132 pp | 0.03% +0.002 pp | USD30.65 +4.5% | 25 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.94M -15.2K (-0.8%) | 62.21M +2.9M (+4.9%) | 2.52% +0.073 pp | 0.00% +0.000 pp | USD27.71 +15.6% | 78 qtrs — |
| 9 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.56M +8.0K (+0.5%) | 49.88M +3.0M (+6.3%) | 2.02% +0.084 pp | 1.18% +0.035 pp | USD28.28 +13.3% | 51 qtrs — |
| 10 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.12M -10.0K (-0.9%) | 35.93M +1.6M (+4.8%) | 1.46% +0.041 pp | 0.38% +0.074 pp | USD26.08 +22.8% | 56 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.08M -26.4K (-2.4%) | 34.58M +1.1M (+3.2%) | 1.40% +0.018 pp | 0.01% +0.000 pp | USD28.11 +13.9% | 100 qtrs — |
| 12 | WELLS FARGO & COMPANY/MN | 1.00M -153.0K (-13.2%) | 32.13M -2.9M (-8.2%) | 1.30% -0.144 pp | 0.01% -0.001 pp | USD28.20 +13.6% | 57 qtrs — |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 996.9K -103.4K (-9.4%) | 31.93M -1.4M (-4.2%) | 1.30% -0.082 pp | 0.09% +0.003 pp | USD32.16 -0.4% | 16 qtrs — |
| 14 | AMERIPRISE FINANCIAL INC | 910.0K -465.1K (-33.8%) | 29.15M -12.5M (-30.0%) | 1.18% -0.539 pp | 0.01% -0.003 pp | USD27.16 +17.9% | 55 qtrs — |
| 15 | NORTHERN TRUST CORP | 773.6K -70.5K (-8.3%) | 24.78M -788.6K (-3.1%) | 1.01% -0.052 pp | 0.00% 0.000 pp | USD24.02 +33.3% | 51 qtrs — |
| 16 | MORGAN STANLEY | 752.8K +102.3K (+15.7%) | 24.11M +4.4M (+22.4%) | 0.98% +0.164 pp | 0.00% +0.000 pp | USD32.19 -0.5% | 51 qtrs — |
| 17 | BANK OF NEW YORK MELLON CORP | 712.3K +38.4K (+5.7%) | 22.82M +2.4M (+11.8%) | 0.93% +0.082 pp | 0.00% +0.000 pp | USD22.46 +42.6% | 66 qtrs — |
| 18 | BANK OF AMERICA CORP /DE/ | 707.1K +106.6K (+17.7%) | 22.65M +4.5M (+24.5%) | 0.92% +0.167 pp | 0.00% +0.000 pp | USD30.21 +6.0% | 52 qtrs — |
| 19 | INVESCO LTD. | 683.4K -233.0K (-25.4%) | 21.89M -5.9M (-21.1%) | 0.89% -0.259 pp | 0.00% -0.001 pp | USD29.39 +9.0% | 57 qtrs — |
| 20 | METLIFE INVESTMENT MANAGEMENT, LLC | 664.1K -3.1K (-0.5%) | 21.27M +1.1M (+5.3%) | 0.86% +0.028 pp | 0.10% +0.006 pp | USD28.84 +11.1% | 33 qtrs — |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 525.4K +42.5K (+8.8%) | 16.83M +2.2M (+15.1%) | 0.68% +0.078 pp | 0.35% +0.041 pp | USD30.54 +4.9% | 18 qtrs — |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 452.5K +7.2K (+1.6%) | 14.49M +1.0M (+7.5%) | 0.59% +0.031 pp | 0.04% +0.002 pp | USD28.79 +11.3% | 33 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 448.7K +153.6K (+52.0%) | 14.37M +5.4M (+60.8%) | 0.58% +0.214 pp | 0.00% +0.001 pp | USD33.24 -3.6% | 73 qtrs — |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 375.5K -5.0K (-1.3%) | 12.03M +502.6K (+4.4%) | 0.49% +0.012 pp | 0.01% +0.000 pp | USD30.27 +5.8% | 81 qtrs — |
| 25 | D. E. SHAW & CO., INC. | 357.9K +229.8K (+179.4%) | 11.46M +7.6M (+195.5%) | 0.47% +0.305 pp | 0.01% +0.004 pp | USD31.17 +2.8% | 3 qtrs — |
| 26 | VICTORY CAPITAL MANAGEMENT INC | 337.3K -1.4K (-0.4%) | 10.80M +545.8K (+5.3%) | 0.44% +0.014 pp | 0.01% +0.000 pp | USD28.97 +10.6% | 34 qtrs — |
| 27 | EMPOWERED FUNDS, LLC | 335.8K +42.7K (+14.6%) | 10.76M +1.9M (+21.2%) | 0.44% +0.069 pp | 0.09% -0.004 pp | USD28.59 +12.0% | 11 qtrs — |
| 28 | WELLINGTON MANAGEMENT GROUP LLP | 333.7K +266.9K (+399.4%) | 10.69M +8.7M (+428.1%) | 0.43% +0.350 pp | 0.00% +0.002 pp | USD31.68 +1.1% | 2 qtrs — |
| 29 | DAVIDSON INVESTMENT ADVISORS | 312.4K +3.3K (+1.1%) | 10.01M +642.4K (+6.9%) | 0.41% +0.019 pp | 0.42% +0.019 pp | USD28.72 +11.5% | 8 qtrs — |
| 30 | LSV ASSET MANAGEMENT | 297.2K -6.8K (-2.2%) | 9.52M +311.0K (+3.4%) | 0.39% +0.006 pp | 0.02% +0.000 pp | USD30.34 +5.6% | 14 qtrs — |
| 31 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 287.9K +227.2K (+373.8%) | 9.22M +7.4M (+401.0%) | 0.37% +0.298 pp | 0.07% +0.054 pp | USD31.47 +1.8% | 3 qtrs — |
| 32 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 272.7K -34.7K (-11.3%) | 8.74M -575.1K (-6.2%) | 0.35% -0.030 pp | 0.03% -0.005 pp | USD30.79 +4.0% | 12 qtrs — |
| 33 | CITADEL ADVISORS LLC | 242.6K +63.0K (+35.1%) | 7.77M +2.3M (+42.8%) | 0.32% +0.090 pp | 0.00% +0.000 pp | USD30.87 +3.8% | 31 qtrs — |
| 34 | RHUMBLINE ADVISERS | 223.9K -15.2K (-6.4%) | 7.17M -71.6K (-1.0%) | 0.29% -0.008 pp | 0.01% +0.000 pp | USD26.86 +19.2% | 51 qtrs — |
| 35 | BAIRD FINANCIAL GROUP, INC. | 221.1K +18.6K (+9.2%) | 7.08M +949.6K (+15.5%) | 0.29% +0.034 pp | 0.01% +0.001 pp | USD25.20 +27.1% | 43 qtrs — |
| 36 | CONGRESS ASSET MANAGEMENT CO /MA | 219.6K +5.4K (+2.5%) | 7.03M +544.7K (+8.4%) | 0.29% +0.017 pp | 0.05% +0.006 pp | USD31.63 +1.3% | 34 qtrs — |
| 37 | JANE STREET GROUP, LLC | 219.2K +53.0K (+31.9%) | 7.02M +2.0M (+39.5%) | 0.28% +0.073 pp | 0.00% +0.000 pp | USD30.27 +5.8% | 14 qtrs — |
| 38 | UBS GROUP AG | 203.5K -125.9K (-38.2%) | 6.52M -3.5M (-34.7%) | 0.26% -0.148 pp | 0.00% -0.001 pp | USD29.99 +6.8% | 45 qtrs — |
| 39 | LEGAL & GENERAL GROUP PLC | 198.9K -8.8K (-4.2%) | 6.37M +79.1K (+1.3%) | 0.26% -0.002 pp | 0.00% +0.000 pp | USD29.42 +8.9% | 60 qtrs — |
| 40 | NUVEEN, LLC | 193.9K -2.2K (-1.1%) | 6.21M +271.1K (+4.6%) | 0.25% +0.007 pp | 0.00% +0.000 pp | USD28.67 +11.7% | 4 qtrs — |
| 41 | JPMORGAN CHASE & CO | 191.3K +36.9K (+23.9%) | 6.13M +1.5M (+31.0%) | 0.25% +0.055 pp | 0.00% +0.000 pp | USD31.76 +0.9% | 51 qtrs — |
| 42 | UBS ASSET MANAGEMENT AMERICAS INC | 173.7K +5.6K (+3.3%) | 5.56M +471.7K (+9.3%) | 0.23% +0.015 pp | 0.00% +0.000 pp | USD29.60 +8.2% | 55 qtrs — |
| 43 | AQR CAPITAL MANAGEMENT LLC | 165.1K +30.7K (+22.9%) | 5.29M +1.2M (+29.9%) | 0.21% +0.046 pp | 0.00% +0.000 pp | USD30.54 +4.9% | 81 qtrs — |
| 44 | FIRST TRUST ADVISORS LP | 165.0K -533.3K (-76.4%) | 5.29M -15.9M (-75.0%) | 0.21% -0.660 pp | 0.00% -0.012 pp | USD29.17 +9.8% | 51 qtrs — |
| 45 | TWO SIGMA INVESTMENTS, LP | 162.7K +113.2K (+228.7%) | 5.21M +3.7M (+247.6%) | 0.21% +0.149 pp | 0.01% +0.005 pp | USD31.16 +2.8% | 4 qtrs — |
| 46 | DANA INVESTMENT ADVISORS, INC. | 157.1K -196.0 (-0.1%) | 5.03M +267.4K (+5.6%) | 0.20% +0.007 pp | 0.15% +0.007 pp | USD28.38 +12.9% | 8 qtrs — |
| 47 | BARCLAYS PLC | 156.1K -5.9K (-3.6%) | 5.00M -645.9K (-11.4%) | 0.20% +0.000 pp | 0.00% 0.000 pp | USD30.61 +4.6% | 51 qtrs — |
| 48 | SWISS NATIONAL BANK | 155.7K +— (+0.0%) | 4.99M +271.0K (+5.7%) | 0.20% +0.007 pp | 0.00% +0.000 pp | USD25.23 +27.0% | 51 qtrs — |
| 49 | BESSEMER GROUP INC | 138.5K +138.0K (+27,388.9%) | 4.44M +4.4M (+27,637.5%) | 0.18% +0.179 pp | 0.01% +0.007 pp | USD32.03 +0.0% | 12 qtrs — |
| 50 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 131.5K -29.6K (-18.4%) | 4.21M -666.9K (-13.7%) | 0.17% -0.031 pp | 0.00% -0.001 pp | USD29.28 +9.4% | 3 qtrs — |
| 51 | ENVESTNET ASSET MANAGEMENT INC | 128.0K +576.0 (+0.5%) | 4.10M +240.2K (+6.2%) | 0.17% +0.007 pp | 0.00% +0.000 pp | USD28.62 +11.9% | 8 qtrs — |
| 52 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 126.9K +6.8K (+5.6%) | 4.06M +425.0K (+11.7%) | 0.16% +0.015 pp | 0.01% +0.001 pp | USD20.96 +52.8% | 51 qtrs — |
| 53 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 116.5K -4.4K (-3.6%) | 3.73M +69.4K (+1.9%) | 0.15% +0.000 pp | 0.03% 0.000 pp | USD30.29 +5.7% | 19 qtrs — |
| 54 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 112.2K +6.9K (+6.6%) | 3.59M +404.4K (+12.7%) | 0.15% +0.014 pp | 0.02% +0.001 pp | USD30.40 +5.4% | 2 qtrs — |
| 55 | HENNESSY ADVISORS INC | 110.0K +— (+0.0%) | 3.52M +191.4K (+5.7%) | 0.14% +0.005 pp | 0.12% +0.010 pp | USD32.50 -1.4% | 9 qtrs — |
| 56 | Y-INTERCEPT (HONG KONG) LTD | 99.9K +38.9K (+63.7%) | 3.20M +1.4M (+73.1%) | 0.13% +0.053 pp | 0.07% +0.027 pp | USD30.87 +3.8% | 3 qtrs — |
| 57 | AUXIER ASSET MANAGEMENT | 88.2K -42.7K (-32.6%) | 2.83M -1.1M (-28.7%) | 0.11% -0.049 pp | 0.40% -0.158 pp | USD30.64 +4.5% | 61 qtrs — |
| 58 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 79.4K -44.0 (-0.1%) | 2.55M +138.6K (+5.8%) | 0.10% +0.004 pp | 0.00% +0.000 pp | USD31.82 +0.7% | 5 qtrs — |
| 59 | TALBOT FINANCIAL, LLC | 77.6K +— (+0.0%) | 2.49M +135.0K (+5.7%) | 0.10% +0.004 pp | 0.20% +0.006 pp | USD32.27 -0.7% | 13 qtrs — |
| 60 | AZORA CAPITAL LP | 75.4K +75.4K (+100.0%) | 2.41M +2.4M (+100.0%) | 0.10% +0.098 pp | 0.15% +0.152 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 61 | PRUDENTIAL FINANCIAL INC | 74.7K -57.3K (-43.4%) | 2.39M -1.6M (-40.2%) | 0.10% -0.068 pp | 0.00% -0.002 pp | USD29.45 +8.8% | 85 qtrs — |
| 62 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 73.6K -12.4K (-14.4%) | 2.36M -264.0K (-10.1%) | 0.10% -0.012 pp | 0.00% +0.000 pp | USD32.32 -0.9% | 49 qtrs — |
| 63 | CITIGROUP INC | 73.0K -6.6K (-8.3%) | 2.34M -72.4K (-3.0%) | 0.09% -0.005 pp | 0.00% +0.000 pp | USD30.22 +6.0% | 108 qtrs — |
| 64 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 73.0K -2.0K (-2.7%) | 2.34M +66.8K (+2.9%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD20.60 +55.5% | 52 qtrs — |
| 65 | LPL FINANCIAL LLC | 72.7K +5.1K (+7.5%) | 2.33M +281.1K (+13.7%) | 0.09% +0.010 pp | 0.00% +0.000 pp | USD30.25 +5.9% | 51 qtrs — |
| 66 | COMERICA BANK | 71.8K +8.6K (+13.6%) | 2.30M +385.9K (+20.2%) | 0.09% +0.014 pp | 0.01% +0.002 pp | USD28.74 +11.4% | 11 qtrs — |
| 67 | PRICE T ROWE ASSOCIATES INC /MD/ | 71.5K +4.1K (+6.0%) | 2.29M +248.0K (+12.1%) | 0.09% +0.009 pp | 0.00% +0.000 pp | USD27.52 +16.4% | 75 qtrs — |
| 68 | RAFFERTY ASSET MANAGEMENT, LLC | 70.8K -11.4K (-13.9%) | 2.27M -223.7K (-9.0%) | 0.09% -0.011 pp | 0.01% 0.000 pp | USD29.26 +9.5% | 15 qtrs — |
| 69 | STATE OF NEW JERSEY COMMON PENSION FUND D | 70.3K +425.0 (+0.6%) | 2.25M +135.2K (+6.4%) | 0.09% +0.004 pp | 0.01% +0.000 pp | USD30.30 +5.7% | 2 qtrs — |
| 70 | MILLENNIUM MANAGEMENT LLC | 69.5K -77.1K (-52.6%) | 2.23M -2.2M (-49.9%) | 0.09% -0.093 pp | 0.00% -0.001 pp | USD30.41 +5.3% | 5 qtrs — |
| 71 | SEI INVESTMENTS CO | 69.4K -49.2K (-41.5%) | 2.22M -1.4M (-38.1%) | 0.09% -0.058 pp | 0.00% -0.002 pp | USD30.02 +6.7% | 41 qtrs — |
| 72 | DEUTSCHE BANK AG\ | 64.4K +3.0K (+4.9%) | 2.06M +202.7K (+10.9%) | 0.08% +0.007 pp | 0.00% +0.000 pp | USD31.49 +1.7% | 50 qtrs — |
| 73 | VERITION FUND MANAGEMENT LLC | 57.9K +3.6K (+6.6%) | 1.85M +209.5K (+12.7%) | 0.08% +0.007 pp | 0.01% +0.001 pp | USD29.34 +9.2% | 17 qtrs — |
| 74 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.1K +1.2K (+2.3%) | 1.77M +132.7K (+8.1%) | 0.07% +0.004 pp | 0.00% +0.000 pp | USD29.75 +7.7% | 51 qtrs — |
| 75 | CI PRIVATE WEALTH, LLC | 54.3K +41.0 (+0.1%) | 1.74M +95.7K (+5.8%) | 0.07% +0.003 pp | 0.00% 0.000 pp | USD33.46 -4.3% | 13 qtrs — |
| 76 | THRIVENT FINANCIAL FOR LUTHERANS | 54.1K -5.7K (-9.5%) | 1.73M -78.0K (-4.3%) | 0.07% -0.005 pp | 0.00% -0.001 pp | USD29.62 +8.1% | 43 qtrs — |
| 77 | SG AMERICAS SECURITIES, LLC | 53.6K +28.4K (+112.5%) | 1.72M +954.0K (+124.9%) | 0.07% +0.038 pp | 0.00% 0.000 pp | USD31.10 +3.0% | 51 qtrs — |
| 78 | PATHSTONE HOLDINGS, LLC | 52.3K +21.8K (+71.3%) | 1.68M +750.5K (+81.1%) | 0.07% +0.030 pp | 0.01% +0.003 pp | USD31.28 +2.4% | 9 qtrs — |
| 79 | RAYMOND JAMES FINANCIAL INC | 48.5K -32.0K (-39.8%) | 1.55M -885.9K (-36.3%) | 0.06% -0.038 pp | 0.00% 0.000 pp | USD31.51 +1.7% | 5 qtrs — |
| 80 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 44.3K +44.3K (+100.0%) | 1.42M +1.4M (+100.0%) | 0.06% +0.058 pp | 0.01% +0.005 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 81 | BRINKER CAPITAL INVESTMENTS, LLC | 43.6K -3.8K (-8.1%) | 1.39M -39.8K (-2.8%) | 0.06% -0.003 pp | 0.01% -0.001 pp | USD30.70 +4.3% | 22 qtrs — |
| 82 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 43.6K +608.0 (+1.4%) | 1.39M +94.0K (+7.2%) | 0.06% +0.003 pp | 0.01% +0.002 pp | USD31.68 +1.1% | 26 qtrs — |
| 83 | XTX TOPCO LTD | 42.7K +42.7K (+100.0%) | 1.37M +1.4M (+100.0%) | 0.06% +0.056 pp | 0.04% +0.036 pp | USD32.03 +0.0% | 6 qtrs — |
| 84 | ILLINOIS MUNICIPAL RETIREMENT FUND | 40.9K -1.4K (-3.2%) | 1.31M +29.8K (+2.3%) | 0.05% +0.000 pp | 0.02% +0.000 pp | USD26.98 +18.7% | 10 qtrs — |
| 85 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 36.5K -2.4K (-6.3%) | 1.17M -10.6K (-0.9%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD24.94 +28.4% | 51 qtrs — |
| 86 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 36.2K -454.0 (-1.2%) | 1.16M +49.2K (+4.4%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD28.73 +11.5% | 7 qtrs — |
| 87 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 36.1K -100.0 (-0.3%) | 1.16M +59.8K (+5.5%) | 0.05% +0.002 pp | 0.02% +0.001 pp | USD28.12 +13.9% | 49 qtrs — |
| 88 | QUANTINNO CAPITAL MANAGEMENT LP | 34.6K +17.8K (+105.5%) | 1.11M +598.4K (+117.3%) | 0.05% +0.024 pp | 0.00% +0.001 pp | USD30.94 +3.5% | 3 qtrs — |
| 89 | WEISS ASSET MANAGEMENT LP | 34.4K +34.4K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.04% +0.045 pp | 0.02% +0.015 pp | USD32.03 +0.0% | 5 qtrs — |
| 90 | JANUS HENDERSON GROUP PLC | 34.3K +— (+0.0%) | 1.10M +58.7K (+5.7%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD30.59 +4.7% | 35 qtrs — |
| 91 | ALPHACORE CAPITAL LLC | 33.5K +16.7K (+99.7%) | 1.07M +565.4K (+111.2%) | 0.04% +0.023 pp | 0.02% +0.007 pp | USD32.05 -0.1% | 6 qtrs — |
| 92 | DARK FOREST CAPITAL MANAGEMENT LP | 31.3K -87.9K (-73.7%) | 1.00M -2.6M (-72.2%) | 0.04% -0.109 pp | 0.05% -0.063 pp | USD29.24 +9.5% | 4 qtrs — |
| 93 | SQUAREPOINT OPS LLC | 31.0K +31.0K (+100.0%) | 992.0K +992.0K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.001 pp | USD32.03 +0.0% | 1 qtrs NEW |
| 94 | INTECH INVESTMENT MANAGEMENT LLC | 30.8K +— (+0.0%) | 985.5K +53.5K (+5.7%) | 0.04% +0.002 pp | 0.01% +0.001 pp | USD32.26 -0.7% | 6 qtrs — |
| 95 | KLP KAPITALFORVALTNING AS | 30.7K +11.7K (+61.5%) | 984.5K +407.9K (+70.7%) | 0.04% +0.016 pp | 0.00% +0.002 pp | USD31.96 +0.2% | 5 qtrs — |
| 96 | FRANKLIN RESOURCES INC | 30.4K +14.2K (+87.4%) | 973.6K +482.3K (+98.2%) | 0.04% +0.019 pp | 0.00% +0.000 pp | USD30.85 +3.8% | 16 qtrs — |
| 97 | STRS OHIO | 29.5K +— (+0.0%) | 944.9K +51.3K (+5.7%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD30.27 +5.8% | 3 qtrs — |
| 98 | CAPTRUST FINANCIAL ADVISORS | 29.2K +13.6K (+87.7%) | 934.4K +463.7K (+98.5%) | 0.04% +0.018 pp | 0.00% +0.001 pp | USD30.56 +4.8% | 3 qtrs — |
| 99 | JACOBS LEVY EQUITY MANAGEMENT, INC | 27.5K -1.2K (-4.1%) | 879.5K +12.1K (+1.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD29.28 +9.4% | 3 qtrs — |
| 100 | FMR LLC | 25.5K +4.5K (+21.6%) | 817.2K +181.8K (+28.6%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD31.51 +1.7% | 70 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 1.14% | 1.03M | 0.63% |
| 2 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 1.01% | 6.92M | 0.40% |
| 3 | State Street SPDR S&P Bank ETF KBE | 0.97% | 14.78M | 0.35% |
| 4 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.86% | 2.10M | 0.25% |
| 5 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.82% | 5.39M | 0.37% |
| 6 | State Street SPDR S&P Regional Banking ETF KRE | 0.73% | 36.12M | 0.35% |
| 7 | Invesco S&P SmallCap Financials ETF PSCF | 0.61% | 164.8K | 0.29% |
| 8 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.56% | 9.50M | 0.47% |
| 9 | VictoryShares US Small Mid Cap Value Momentum ETF USVM | 0.54% | 9.31M | 0.29% |
| 10 | iShares US Small Cap Value Factor ETF SVAL | 0.39% | 779.4K | 0.20% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | Robison Kim E | Officer | S-Sale | D | Common Stock | 22,000 | 35.28 | 776.2K | 116,099 | D | ↗ |
| 2026-03-02 | Hill Erin | Director | — | — | Common Stock | 0 | 0.00 | — | 326 | D | ↗ |
| 2026-02-27 | Sanden Blayne | Officer | F-InKind | D | Common Stock | 46 | 31.16 | 1.4K | 5,087 | D | ↗ |
| 2026-02-27 | Hill Erin | Director | — | — | Common Stock | 0 | 0.00 | — | 326 | D | ↗ |
| 2026-02-06 | Cooper Cathy E | Officer | S-Sale | D | Common Stock | 5,300 | 33.77 | 179.0K | 94,755 | D | ↗ |
| 2026-01-20 | Sanden Blayne | Officer | A-Award | A | Common Stock | 750 | 31.44 | 23.6K | 5,133 | D | ↗ |
| 2026-01-02 | YZAGUIRRE MARIO MAX | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 11,396 | D | ↗ |
| 2026-01-02 | TALBOT RANDALL H | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 66,511 | D | ↗ |
| 2026-01-02 | Singleton Sean | Director | F-InKind | D | Common Stock | 808 | 32.03 | 25.9K | 11,621 | D | ↗ |
| 2026-01-02 | Sanden Blayne | Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 456 | 32.13 | 14.7K | 456 | D | ↗ |
| 2026-01-02 | SINGH SUDHIR STEVEN | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 22,891 | D | ↗ |
| 2026-01-02 | SHUSTER BRADLEY M | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 26,611 | D | ↗ |
| 2026-01-02 | Hampel Sylvia | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 16,729 | D | ↗ |
| 2026-01-02 | GRANT DAVID K | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 67,261 | D | ↗ |
| 2026-01-02 | GRAHAM STEPHEN | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 21,828 | D | ↗ |
| 2026-01-02 | Bice Shawn | Director | A-Award | A | Common Stock | 3,310 | 32.03 | 106.0K | 12,713 | D | ↗ |
| 2026-01-02 | BROWER LINDA S | Director | F-InKind | D | Common Stock | 993 | 32.03 | 31.8K | 62,765 | D | ↗ |
| 2025-12-29 | BEARDALL BRENT J | Director / Officer | G-Gift | D | Common Stock | 2,273 | 0.00 | — | 366,892 | D | ↗ |
| 2025-12-03 | BEARDALL BRENT J | Director / Officer | P-Purchase | A | Depositary Shares of Series A Preferred Stock | 3,000 | 16.85 | 50.6K | 6,000 | D | ↗ |
| 2025-11-26 | BEARDALL BRENT J | Director / Officer | P-Purchase | A | Depositary Shares of Series A Preferred Stock | 3,000 | 16.55 | 49.7K | 3,000 | D | ↗ |
| 2025-11-11 | Robison Kim E | Officer | A-Award | A | Common Stock | 21,609 | 30.56 | 660.4K | 137,126 | D | ↗ |
| 2025-11-11 | Mauer Ryan | Officer | A-Award | A | Common Stock | 21,609 | 30.56 | 660.4K | 126,740 | D | ↗ |
| 2025-11-11 | HOLZ KELLI | Officer | A-Award | A | Common Stock | 21,609 | 30.56 | 660.4K | 114,027 | D | ↗ |
| 2025-11-11 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 21,609 | 30.56 | 660.4K | 99,752 | D | ↗ |
| 2025-11-11 | BEARDALL BRENT J | Director / Officer | A-Award | A | Common Stock | 83,116 | 30.56 | 2.54M | 368,124 | D | ↗ |
| 2025-10-31 | Sanden Blayne | Officer | — | D | Non-Qualified Stock Option (right to buy) | 316 | 33.36 | 10.5K | 0 | — | ↗ |
| 2025-10-31 | Robison Kim E | Officer | F-InKind | D | Common Stock | 2,982 | 29.03 | 86.6K | 115,517 | D | ↗ |
| 2025-10-31 | Mauer Ryan | Officer | F-InKind | D | Common Stock | 2,982 | 29.03 | 86.6K | 105,131 | D | ↗ |
| 2025-10-31 | HOLZ KELLI | Officer | D-Return | D | Common Stock | 10,630 | 0.00 | — | 95,508 | D | ↗ |
| 2025-10-31 | Cooper Cathy E | Officer | F-InKind | D | Common Stock | 2,982 | 29.03 | 86.6K | 78,143 | D | ↗ |
| 2025-10-31 | BEARDALL BRENT J | Director / Officer | J-Other | D | Common Stock | 5,204 | 29.03 | 151.1K | 285,008 | D | ↗ |
| 2025-09-19 | Singleton Sean | Director | G-Gift | D | Common Stock | 160 | 0.00 | — | 9,118 | D | ↗ |
| 2025-09-17 | Singleton Sean | Director | S-Sale | D | Common Stock | 1,004 | 31.71 | 31.8K | 9,278 | D | ↗ |
| 2025-02-28 | Sanden Blayne | Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 497 | 29.59 | 14.7K | 497 | D | ↗ |
| 2025-01-16 | Endrizzi James | Director / Officer | D-Return | D | Common Stock | 37,843 | 0.00 | — | 95,043 | D | ↗ |
| 2025-01-02 | YZAGUIRRE MARIO MAX | Director | A-Award | A | Common Stock | 4,839 | 32.24 | 156.0K | 8,086 | D | ↗ |
| 2025-01-02 | TALBOT RANDALL H | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 63,201 | D | ↗ |
| 2025-01-02 | Singleton Sean | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 11,277 | D | ↗ |
| 2025-01-02 | SINGH SUDHIR STEVEN | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 19,581 | D | ↗ |
| 2025-01-02 | SHUSTER BRADLEY M | Director | A-Award | A | Common Stock | 4,839 | 32.24 | 156.0K | 23,301 | D | ↗ |
| 2025-01-02 | Hampel Sylvia | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 13,419 | D | ↗ |
| 2025-01-02 | GRANT DAVID K | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 63,951 | D | ↗ |
| 2025-01-02 | GRAHAM STEPHEN | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 18,518 | D | ↗ |
| 2025-01-02 | Bice Shawn | Director | A-Award | A | Common Stock | 3,288 | 32.24 | 106.0K | 9,403 | D | ↗ |
| 2025-01-02 | BROWER LINDA S | Director | F-InKind | D | Common Stock | 987 | 32.24 | 31.8K | 60,448 | D | ↗ |
| 2024-12-10 | Endrizzi James | Officer | G-Gift | D | Common Stock | 1,295 | 0.00 | — | 132,903 | D | ↗ |
| 2024-11-12 | Robison Kim E | Officer | A-Award | A | Common Stock | 16,965 | 37.43 | 635.0K | 127,901 | D | ↗ |
| 2024-11-12 | Mauer Ryan | Officer | A-Award | A | Common Stock | 16,965 | 37.43 | 635.0K | 117,341 | D | ↗ |
| 2024-11-12 | HOLZ KELLI | Officer | A-Award | A | Common Stock | 16,965 | 37.43 | 635.0K | 103,846 | D | ↗ |
| 2024-11-12 | Endrizzi James | Officer | A-Award | A | Common Stock | 16,965 | 37.43 | 635.0K | 133,693 | D | ↗ |
| 2024-11-12 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 16,965 | 37.43 | 635.0K | 91,215 | D | ↗ |
| 2024-11-12 | BEARDALL BRENT J | Director / Officer | A-Award | A | Common Stock | 67,861 | 37.43 | 2.54M | 346,689 | D | ↗ |
| 2024-11-04 | Mauer Ryan | Officer | S-Sale | D | Common Stock | 12,132 | 33.33 | 404.4K | 100,376 | D | ↗ |
| 2024-11-04 | Cooper Cathy E | Officer | S-Sale | D | Common Stock | 7,500 | 32.53 | 243.9K | 74,250 | D | ↗ |
| 2024-10-31 | Sanden Blayne | Officer | F-InKind | D | Common Stock | 210 | 33.98 | 7.1K | 3,838 | D | ↗ |
| 2024-10-31 | Robison Kim E | Officer | F-InKind | D | Common Stock | 7,528 | 33.98 | 255.8K | 110,936 | D | ↗ |
| 2024-10-31 | Mauer Ryan | Officer | F-InKind | D | Common Stock | 7,528 | 33.98 | 255.8K | 112,508 | D | ↗ |
| 2024-10-31 | HOLZ KELLI | Officer | F-InKind | D | Common Stock | 5,168 | 33.98 | 175.6K | 86,881 | D | ↗ |
| 2024-10-31 | Endrizzi James | Officer | F-InKind | D | Common Stock | 8,617 | 33.98 | 292.8K | 116,728 | D | ↗ |
| 2024-10-31 | Cooper Cathy E | Officer | F-InKind | D | Common Stock | 7,528 | 33.98 | 255.8K | 81,750 | D | ↗ |
| 2024-10-31 | BEARDALL BRENT J | Director / Officer | F-InKind | D | Common Stock | 29,396 | 33.98 | 998.9K | 301,455 | D | ↗ |
| 2024-09-03 | BEARDALL BRENT J | Director / Officer | J-Other | D | Common Stock | 30,182 | 36.43 | 1.10M | 0 | — | ↗ |
| 2024-05-21 | Cooper Cathy E | Officer | S-Sale | D | Common Stock | 14,000 | 28.52 | 399.3K | 88,691 | — | ↗ |
| 2024-03-01 | YZAGUIRRE MARIO MAX | Director | — | D | Common Stock | 0 | 0.00 | — | 3,247 | — | ↗ |
| 2024-03-01 | SHUSTER BRADLEY M | Director | — | D | Common Stock | 0 | 0.00 | — | 18,462 | — | ↗ |
| 2024-01-02 | Tabbutt Mark | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 100,163 | — | ↗ |
| 2024-01-02 | TALBOT RANDALL H | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 59,913 | — | ↗ |
| 2024-01-02 | Singleton Sean | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 8,955 | — | ↗ |
| 2024-01-02 | SINGH SUDHIR STEVEN | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 16,293 | — | ↗ |
| 2024-01-02 | Hampel Sylvia | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 10,131 | — | ↗ |
| 2024-01-02 | GRANT DAVID K | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 60,663 | — | ↗ |
| 2024-01-02 | GRAHAM STEPHEN | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 15,230 | — | ↗ |
| 2024-01-02 | Bice Shawn | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 6,115 | — | ↗ |
| 2024-01-02 | BROWER LINDA S | Director | A-Award | A | Common Stock | 3,034 | 32.96 | 100.0K | 59,058 | — | ↗ |
| 2023-12-21 | Sanden Blayne | Officer | A-Award | A | Common Stock | 750 | 32.30 | 24.2K | 4,176 | — | ↗ |
| 2023-12-11 | BEARDALL BRENT J | Director / Officer | G-Gift | D | Common Stock | 4,824 | 0.00 | — | 492,217 | — | ↗ |
| 2023-12-05 | Endrizzi James | Officer | G-Gift | D | Common Stock | 1,200 | 0.00 | — | 123,062 | — | ↗ |
| 2023-11-14 | Robison Kim E | Officer | A-Award | A | Common Stock | 22,973 | 27.64 | 635.0K | 116,669 | — | ↗ |
| 2023-11-14 | Mauer Ryan | Officer | A-Award | A | Common Stock | 22,973 | 27.64 | 635.0K | 118,078 | — | ↗ |
| 2023-11-14 | HOLZ KELLI | Officer | A-Award | A | Common Stock | 22,973 | 27.64 | 635.0K | 90,140 | — | ↗ |
| 2023-11-14 | Endrizzi James | Officer | A-Award | A | Common Stock | 22,973 | 27.64 | 635.0K | 124,262 | — | ↗ |
| 2023-11-14 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 22,973 | 27.64 | 635.0K | 102,136 | — | ↗ |
| 2023-11-14 | BEARDALL BRENT J | Director / Officer | A-Award | A | Common Stock | 91,897 | 27.64 | 2.54M | 497,041 | — | ↗ |
| 2023-10-31 | Sanden Blayne | Officer | — | D | Non-Qualified Stock Option (right to buy) | 829 | 26.12 | 21.7K | 0 | — | ↗ |
| 2023-10-31 | Robison Kim E | Officer | F-InKind | D | Common Stock | 3,281 | 24.68 | 81.0K | 93,696 | — | ↗ |
| 2023-10-31 | Mauer Ryan | Officer | F-InKind | D | Common Stock | 3,232 | 24.68 | 79.8K | 95,105 | — | ↗ |
| 2023-10-31 | HOLZ KELLI | Officer | D-Return | D | Common Stock | 2,661 | 0.00 | — | 68,392 | — | ↗ |
| 2023-10-31 | Endrizzi James | Officer | F-InKind | D | Common Stock | 3,725 | 24.68 | 91.9K | 101,289 | — | ↗ |
| 2023-10-31 | Cooper Cathy E | Officer | F-InKind | D | Common Stock | 3,281 | 24.68 | 81.0K | 79,163 | — | ↗ |
| 2023-10-31 | BEARDALL BRENT J | Director / Officer | F-InKind | D | Common Stock | 9,719 | 24.68 | 239.9K | 405,144 | — | ↗ |
| 2023-05-15 | GRANT DAVID K | Director | P-Purchase | A | Depositary Shares of Series A Preferred Stock | 5,000 | 13.72 | 68.6K | 20,000 | — | ↗ |
| 2023-05-11 | TALBOT RANDALL H | Director | P-Purchase | A | Common Stock | 5,000 | 25.18 | 125.9K | 56,879 | — | ↗ |
| 2023-05-11 | GRANT DAVID K | Director | P-Purchase | A | Common Stock | 10,000 | 24.94 | 249.4K | 57,629 | — | ↗ |
| 2023-05-11 | Endrizzi James | Officer | P-Purchase | A | Depositary Shares of Series A Preferred Stock | 748 | 13.31 | 10.0K | 748 | — | ↗ |
| 2023-05-10 | Sanden Blayne | Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 620 | 25.50 | 15.8K | 620 | — | ↗ |
| 2023-03-15 | Sanden Blayne | Officer | — | D | Common Stock | 0 | 0.00 | — | 1,600 | — | ↗ |
| 2023-03-13 | BEARDALL BRENT J | Director / Officer | P-Purchase | A | Common Stock | 1,600 | 30.20 | 48.3K | 28,894 | — | ↗ |
| 2023-03-10 | TALBOT RANDALL H | Director | P-Purchase | A | Common Stock | 3,500 | 31.10 | 108.9K | 51,879 | — | ↗ |
| 2023-03-09 | Robison Kim E | Officer | A-Award | A | Common Stock | 52,034 | 0.00 | — | 108,378 | — | ↗ |
| 2023-03-09 | Mauer Ryan | Officer | A-Award | A | Common Stock | 56,764 | 0.00 | — | 109,244 | — | ↗ |
| 2023-03-09 | HOLZ KELLI | Officer | A-Award | A | Common Stock | 47,304 | 0.00 | — | 70,004 | — | ↗ |
| 2023-03-09 | Endrizzi James | Officer | A-Award | A | Common Stock | 66,225 | 0.00 | — | 115,734 | — | ↗ |
| 2023-03-09 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 33,113 | 0.00 | — | 94,219 | — | ↗ |
| 2023-03-09 | BEARDALL BRENT J | Director / Officer | A-Award | A | Common Stock | 113,529 | 0.00 | — | 464,152 | — | ↗ |
| 2023-01-23 | Robison Kim E | Officer | S-Sale | D | Common Stock | 7,148 | 34.00 | 243.0K | 56,344 | — | ↗ |
| 2023-01-19 | Robison Kim E | Officer | S-Sale | D | Common Stock | 1,311 | 34.09 | 44.7K | 63,492 | — | ↗ |
| 2023-01-18 | Robison Kim E | Officer | S-Sale | D | Common Stock | 5,230 | 34.91 | 182.6K | 64,803 | — | ↗ |
| 2023-01-18 | Cooper Cathy E | Officer | S-Sale | D | Common Stock | 15,000 | 34.25 | 513.8K | 61,106 | — | ↗ |
| 2023-01-03 | Tabbutt Mark | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 97,129 | — | ↗ |
| 2023-01-03 | TALBOT RANDALL H | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 48,379 | — | ↗ |
| 2023-01-03 | Singleton Sean | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 6,823 | — | ↗ |
| 2023-01-03 | SINGH SUDHIR STEVEN | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 13,259 | — | ↗ |
| 2023-01-03 | Hampel Sylvia | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 7,097 | — | ↗ |
| 2023-01-03 | GRANT DAVID K | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 47,629 | — | ↗ |
| 2023-01-03 | GRAHAM STEPHEN | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 12,196 | — | ↗ |
| 2023-01-03 | Bice Shawn | Director | A-Award | A | Common Stock | 2,981 | 33.55 | 100.0K | 3,081 | — | ↗ |
| 2023-01-03 | BROWER LINDA S | Director | F-InKind | D | Common Stock | 895 | 33.55 | 30.0K | 56,024 | — | ↗ |
| 2023-01-01 | HOLZ KELLI | Officer | — | D | Common Stock | 0 | 0.00 | — | 22,657 | — | ↗ |
| 2022-12-19 | BEARDALL BRENT J | Officer | G-Gift | D | Common Stock | 6,520 | 0.00 | — | 350,623 | — | ↗ |
| 2022-11-08 | Robison Kim E | Officer | A-Award | A | Common Stock | 16,675 | 38.08 | 635.0K | 70,033 | — | ↗ |
| 2022-11-08 | Mauer Ryan | Officer | A-Award | A | Common Stock | 16,675 | 38.08 | 635.0K | 52,480 | — | ↗ |
| 2022-11-08 | Endrizzi James | Officer | A-Award | A | Common Stock | 16,675 | 38.08 | 635.0K | 49,509 | — | ↗ |
| 2022-11-08 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 16,675 | 38.08 | 635.0K | 76,106 | — | ↗ |
| 2022-11-08 | BEARDALL BRENT J | Officer | A-Award | A | Common Stock | 66,702 | 38.08 | 2.54M | 357,143 | — | ↗ |
| 2022-10-31 | Sanden Blayne | Officer | — | D | Non-Qualified Stock Option (right to buy) | 424 | 36.46 | 15.5K | 0 | — | ↗ |
| 2022-10-31 | STEWART CORY D | Officer | F-InKind | D | Common Stock | 335 | 38.70 | 13.0K | 12,765 | — | ↗ |
| 2022-10-31 | Robison Kim E | Officer | D-Return | D | Common Stock | 12,453 | 0.00 | — | 56,640 | — | ↗ |
| 2022-10-31 | Mauer Ryan | Officer | F-InKind | D | Common Stock | 2,969 | 38.70 | 114.9K | 35,805 | — | ↗ |
| 2022-10-31 | Endrizzi James | Officer | F-InKind | D | Common Stock | 3,440 | 38.70 | 133.1K | 32,834 | — | ↗ |
| 2022-10-31 | Cooper Cathy E | Officer | F-InKind | D | Common Stock | 3,282 | 38.70 | 127.0K | 59,431 | — | ↗ |
| 2022-10-31 | Beatty Vincent L | Officer | F-InKind | D | Common Stock | 4,017 | 38.70 | 155.5K | 37,819 | — | ↗ |
| 2022-10-31 | BEARDALL BRENT J | Officer | F-InKind | D | Common Stock | 8,870 | 38.70 | 343.3K | 290,441 | — | ↗ |
| 2022-02-10 | Bice Shawn | Director | S-Sale | D | Common Stock | 3,812 | 35.27 | 134.4K | 100 | — | ↗ |
| 2022-02-10 | Beatty Vincent L | Officer | S-Sale | D | Common Stock | 16,000 | 35.74 | 571.8K | 57,074 | — | ↗ |
| 2022-01-19 | KELLEY THOMAS J | Director | S-Sale | D | Common Stock | 100 | 37.05 | 3.7K | 28,268 | — | ↗ |
| 2022-01-03 | Tabbutt Mark | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 94,148 | — | ↗ |
| 2022-01-03 | TALBOT RANDALL H | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 45,398 | — | ↗ |
| 2022-01-03 | Smith Barbara | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 33,348 | — | ↗ |
| 2022-01-03 | Singleton Sean | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 3,827 | — | ↗ |
| 2022-01-03 | SINGH SUDHIR STEVEN | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 10,278 | — | ↗ |
| 2022-01-03 | KELLEY THOMAS J | Director | F-InKind | D | Common Stock | 943 | 33.38 | 31.5K | 29,968 | — | ↗ |
| 2022-01-03 | Hampel Sylvia | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 4,116 | — | ↗ |
| 2022-01-03 | GRANT DAVID K | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 44,648 | — | ↗ |
| 2022-01-03 | GRAHAM STEPHEN | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 9,215 | — | ↗ |
| 2022-01-03 | Bice Shawn | Director | A-Award | A | Common Stock | 2,547 | 33.38 | 85.0K | 3,912 | — | ↗ |
| 2022-01-03 | BROWER LINDA S | Director | F-InKind | D | Common Stock | 892 | 33.38 | 29.8K | 53,938 | — | ↗ |
| 2021-12-29 | STEWART CORY D | Officer | A-Award | A | Common Stock | 1,600 | 33.56 | 53.7K | 13,100 | — | ↗ |
| 2021-12-27 | BEARDALL BRENT J | Director / Officer | G-Gift | D | Common Stock | 9,700 | 0.00 | — | 349,000 | — | ↗ |
| 2021-12-13 | STEWART CORY D | Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 616 | 32.49 | 20.0K | 616 | — | ↗ |
| 2021-10-31 | STEWART CORY D | Officer | F-InKind | D | Common Stock | 282 | 35.36 | 10.0K | 11,500 | — | ↗ |
| 2021-10-31 | Robison Kim E | Officer | F-InKind | D | Common Stock | 8,311 | 35.36 | 293.9K | 69,093 | — | ↗ |
| 2021-10-31 | Mauer Ryan | Officer | F-InKind | D | Common Stock | 4,972 | 35.36 | 175.8K | 49,577 | — | ↗ |
| 2021-10-31 | Endrizzi James | Officer | F-InKind | D | Common Stock | 5,767 | 35.36 | 203.9K | 47,077 | — | ↗ |
| 2021-10-31 | Cooper Cathy E | Officer | F-InKind | D | Common Stock | 8,153 | 35.36 | 288.3K | 75,166 | — | ↗ |
| 2021-10-31 | Beatty Vincent L | Officer | F-InKind | D | Common Stock | 10,311 | 35.36 | 364.6K | 73,074 | — | ↗ |
| 2021-10-31 | BEARDALL BRENT J | Director / Officer | F-InKind | D | Common Stock | 27,376 | 35.36 | 968.0K | 358,700 | — | ↗ |
| 2021-10-26 | Robison Kim E | Officer | A-Award | A | Common Stock | 17,722 | 35.83 | 635.0K | 77,404 | — | ↗ |
| 2021-10-26 | Mauer Ryan | Officer | A-Award | A | Common Stock | 17,722 | 35.83 | 635.0K | 54,549 | — | ↗ |
| 2021-10-26 | Endrizzi James | Officer | A-Award | A | Common Stock | 17,722 | 35.83 | 635.0K | 52,844 | — | ↗ |
| 2021-10-26 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 17,722 | 35.83 | 635.0K | 83,319 | — | ↗ |
| 2021-10-26 | Beatty Vincent L | Officer | A-Award | A | Common Stock | 5,907 | 35.83 | 211.6K | 83,385 | — | ↗ |
| 2021-10-26 | BEARDALL BRENT J | Director / Officer | A-Award | A | Common Stock | 65,481 | 35.83 | 2.35M | 386,076 | — | ↗ |
| 2021-07-27 | Singleton Sean | Director | A-Award | A | Common Stock | 1,265 | 31.63 | 40.0K | 1,280 | — | ↗ |
| 2021-07-27 | Hampel Sylvia | Director | A-Award | A | Common Stock | 1,265 | 31.63 | 40.0K | 1,567 | — | ↗ |
| 2021-07-27 | Bice Shawn | Director | A-Award | A | Common Stock | 1,265 | 31.63 | 40.0K | 1,365 | — | ↗ |
| 2021-06-30 | Singleton Sean | Director | — | D | Common Stock | 0 | 0.00 | — | 15 | — | ↗ |
| 2021-06-30 | Hampel Sylvia | Director | — | D | Common Stock | 0 | 0.00 | — | 302 | — | ↗ |
| 2021-06-30 | Bice Shawn | Director | — | D | Common Stock | 0 | 0.00 | — | 100 | — | ↗ |
| 2021-01-01 | Tabbutt Mark | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 91,601 | — | ↗ |
| 2021-01-01 | TALBOT RANDALL H | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 42,851 | — | ↗ |
| 2021-01-01 | Smith Barbara | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 30,801 | — | ↗ |
| 2021-01-01 | SINGH SUDHIR STEVEN | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 7,731 | — | ↗ |
| 2021-01-01 | KELLEY THOMAS J | Director | F-InKind | D | Common Stock | 1,150 | 25.74 | 29.6K | 28,364 | — | ↗ |
| 2021-01-01 | GRANT DAVID K | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 42,101 | — | ↗ |
| 2021-01-01 | GRAHAM STEPHEN | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 6,668 | — | ↗ |
| 2021-01-01 | BROWER LINDA S | Director | A-Award | A | Common Stock | 3,108 | 25.74 | 80.0K | 53,215 | — | ↗ |
| 2020-12-21 | Mulholland Michael D. | Officer | M-Exempt | A | Common Stock | 201,598 | 0.57 | 114.9K | 485,679 | D | ↗ |
| 2020-12-18 | STEWART CORY D | Officer | A-Award | A | Common Stock | 2,000 | 25.72 | 51.4K | 11,782 | — | ↗ |
| 2020-12-18 | Mulholland Michael D. | Officer | M-Exempt | A | Common Stock | 233,100 | 0.49 | 114.2K | 672,681 | D | ↗ |
| 2020-12-17 | Mulholland Michael D. | Officer | M-Exempt | A | Non-qualified Stock Option (right to buy) | 32,000 | 0.39 | 12.5K | 155,500 | D | ↗ |
| 2020-10-31 | STEWART CORY D | Officer | F-InKind | D | Common Stock | 177 | 21.29 | 3.8K | 9,782 | — | ↗ |
| 2020-10-31 | Robison Kim E | Officer | F-InKind | D | Common Stock | 2,589 | 21.29 | 55.1K | 59,682 | — | ↗ |
| 2020-10-31 | Mauer Ryan | Officer | D-Return | D | Common Stock | 2,099 | 0.00 | — | 37,636 | — | ↗ |
| 2020-10-31 | Endrizzi James | Officer | F-InKind | D | Common Stock | 853 | 21.29 | 18.2K | 35,122 | — | ↗ |
| 2020-10-31 | Cooper Cathy E | Officer | F-InKind | D | Common Stock | 2,664 | 21.29 | 56.7K | 65,597 | — | ↗ |
| 2020-10-31 | Beatty Vincent L | Officer | F-InKind | D | Common Stock | 1,929 | 21.29 | 41.1K | 77,478 | — | ↗ |
| 2020-10-31 | BEARDALL BRENT J | Officer | F-InKind | D | Common Stock | 6,651 | 21.29 | 141.6K | 320,595 | — | ↗ |
| 2020-10-27 | Robison Kim E | Officer | A-Award | A | Common Stock | 27,900 | 22.15 | 618.0K | 72,120 | — | ↗ |
| 2020-10-27 | Mauer Ryan | Officer | A-Award | A | Common Stock | 25,900 | 22.15 | 573.7K | 39,735 | — | ↗ |
| 2020-10-27 | Endrizzi James | Officer | A-Award | A | Common Stock | 25,900 | 22.15 | 573.7K | 38,074 | — | ↗ |
| 2020-10-27 | Cooper Cathy E | Officer | A-Award | A | Common Stock | 27,900 | 22.15 | 618.0K | 78,110 | — | ↗ |
| 2020-10-27 | Beatty Vincent L | Officer | A-Award | A | Common Stock | 27,900 | 22.15 | 618.0K | 90,756 | — | ↗ |
| 2020-10-27 | BEARDALL BRENT J | Officer | A-Award | A | Common Stock | 96,500 | 22.15 | 2.14M | 361,079 | — | ↗ |
| 2020-08-06 | Beatty Vincent L | Officer | P-Purchase | A | Common Stock | 1,000 | 23.60 | 23.6K | 62,856 | — | ↗ |
| 2020-07-31 | KELLEY THOMAS J | Director | P-Purchase | A | Common Stock | 1,078 | 23.18 | 25.0K | 26,406 | — | ↗ |
| 2020-07-28 | TALBOT RANDALL H | Director | P-Purchase | A | Common Stock | 5,300 | 23.16 | 122.7K | 39,743 | — | ↗ |
| 2020-05-13 | BEARDALL BRENT J | Director / Officer | P-Purchase | A | Common Stock | 4,167 | 23.42 | 97.6K | 25,021 | — | ↗ |
| 2020-03-11 | Smith Barbara | Director | P-Purchase | A | Common Stock | 1,000 | 25.71 | 25.7K | 27,693 | — | ↗ |
| 2020-03-11 | STEWART CORY D | Officer | P-Purchase | A | Common Stock | 1,919 | 26.00 | 49.9K | 9,959 | — | ↗ |
| 2020-03-10 | Tabbutt Mark | Director | P-Purchase | A | Common Stock | 15,000 | 25.72 | 385.8K | 88,493 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2015 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 765.2K | — | 968.3K | — | 979.4K | 98.8K | 2.81M | 34.44% | ↗ |
| 2 | 2015 | Brent J. Beardall Executive Vice President, Chief Banking Officer and Interim Chief Financial Officer | 390.9K | — | 451.9K | — | 250.2K | 56.6K | 1.15M | 39.31% | ↗ |
| 3 | 2015 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 335.3K | — | 322.8K | — | 214.6K | 51.8K | 924.4K | 34.92% | ↗ |
| 4 | 2015 | Linda S. Brower Executive Vice President Administration | 295.8K | — | 322.8K | — | 189.3K | 48.5K | 856.3K | 37.69% | ↗ |
| 5 | 2015 | Diane L. Kelleher Senior Vice President and former Chief Financial Officer | 229.5K | — | 193.7K | — | 146.9K | 34.4K | 604.4K | 32.04% | ↗ |
| 6 | 2014 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 750.0K | — | 1.02M | — | 834.7K | 87.1K | 2.70M | 37.98% | ↗ |
| 7 | 2014 | Brent J. Beardall Executive Vice President and Chief Banking Officer | 364.0K | — | 697.2K | — | 213.4K | 53.9K | 1.33M | 52.48% | ↗ |
| 8 | 2014 | Brent J. Beardall Executive Vice President, Chief Banking Officer and Interim Chief Financial Officer | 364.0K | — | 409.6K | — | 213.4K | 53.9K | 1.04M | 39.35% | ↗ |
| 9 | 2014 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 332.3K | — | 341.3K | — | 189.7K | 50.5K | 913.8K | 37.35% | ↗ |
| 10 | 2014 | Linda S. Brower Executive Vice President Administration | 280.0K | — | 341.3K | — | 205.3K | 44.1K | 870.7K | 39.20% | ↗ |
| 11 | 2014 | Diane L. Kelleher Senior Vice President and Chief Financial Officer | 192.0K | — | 141.8K | — | 94.1K | 20.3K | 448.2K | 31.63% | ↗ |
| 12 | 2014 | Diane L. Kelleher Senior Vice President and former Chief Financial Officer | 192.0K | — | 141.8K | — | 94.1K | 20.3K | 448.2K | 31.63% | ↗ |
| 13 | 2013 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 750.0K | — | 574.5K | — | 1.13M | 84.1K | 2.53M | 22.68% | ↗ |
| 14 | 2013 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 354.5K | — | 489.0K | — | 354.5K | 43.8K | 1.24M | 39.38% | ↗ |
| 15 | 2013 | Brent J. Beardall Executive Vice President and Chief Banking Officer | 354.5K | — | 489.0K | — | 354.5K | 43.8K | 1.24M | 39.38% | ↗ |
| 16 | 2013 | Brent J. Beardall Executive Vice President, Chief Banking Officer and Interim Chief Financial Officer | 354.5K | — | 287.3K | — | 354.5K | 43.8K | 1.04M | 27.62% | ↗ |
| 17 | 2013 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 313.5K | — | 239.4K | — | 313.5K | 41.5K | 907.9K | 26.37% | ↗ |
| 18 | 2013 | Edwin C. Hedlund Executive Vice President Consumer Lending and Corporate Secretary | 313.8K | — | 228.2K | — | 313.8K | 41.8K | 897.6K | 25.42% | ↗ |
| 19 | 2013 | Linda S. Brower Executive Vice President Administration | 269.5K | — | 138.6K | — | 269.5K | 36.0K | 713.5K | 19.42% | ↗ |
| 20 | 2013 | Diane L. Kelleher Senior Vice President and Chief Financial Officer | 155.4K | — | 17.1K | — | 27.0K | 18.3K | 217.8K | 7.83% | ↗ |
| 21 | 2013 | Diane L. Kelleher Senior Vice President and former Chief Financial Officer | 155.4K | — | 17.1K | — | 27.0K | 18.3K | 217.8K | 7.83% | ↗ |
| 22 | 2012 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 750.0K | — | 363.4K | — | 992.6K | 84.1K | 2.19M | 16.59% | ↗ |
| 23 | 2012 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 343.8K | — | 181.7K | — | 308.0K | 46.3K | 879.7K | 20.66% | ↗ |
| 24 | 2012 | Brent J. Beardall Executive Vice President and Chief Banking Officer | 343.8K | — | 181.7K | — | 308.0K | 46.3K | 879.7K | 20.66% | ↗ |
| 25 | 2012 | Edwin C. Hedlund Executive Vice President Consumer Lending and Corporate Secretary | 310.5K | — | 181.7K | — | 274.6K | 41.4K | 808.2K | 22.49% | ↗ |
| 26 | 2012 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 304.5K | — | 181.7K | — | 269.3K | 40.5K | 796.0K | 22.83% | ↗ |
| 27 | 2012 | Linda S. Brower Executive Vice President Administration | 262.8K | — | 181.7K | — | 233.2K | 35.9K | 713.6K | 25.46% | ↗ |
| 28 | 2012 | Diane L. Kelleher Senior Vice President and Chief Financial Officer | 152.7K | — | 13.0K | — | 27.9K | 17.6K | 211.2K | 6.15% | ↗ |
| 29 | 2011 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 712.5K | — | 558.0K | — | 990.0K | 87.7K | 2.35M | 23.76% | ↗ |
| 30 | 2011 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 318.8K | — | 279.0K | — | 286.0K | 49.3K | 933.0K | 29.90% | ↗ |
| 31 | 2011 | Edwin C. Hedlund Executive Vice President Consumer Lending and Corporate Secretary | 304.5K | — | 279.0K | — | 269.3K | 46.6K | 899.3K | 31.02% | ↗ |
| 32 | 2011 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 300.0K | — | 217.0K | — | 264.0K | 43.5K | 824.5K | 26.32% | ↗ |
| 33 | 2011 | Linda S. Brower Executive Vice President Administration | 254.5K | — | 279.0K | — | 225.3K | 42.6K | 801.4K | 34.81% | ↗ |
| 34 | 2010 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 556.0K | — | 353.4K | — | 430.0K | 95.8K | 1.44M | 24.62% | ↗ |
| 35 | 2010 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 267.0K | — | 186.0K | — | 231.6K | 58.2K | 742.8K | 25.04% | ↗ |
| 36 | 2010 | Edwin C. Hedlund Executive Vice President and Secretary | 277.0K | — | 176.7K | — | 142.5K | 53.4K | 649.6K | 27.20% | ↗ |
| 37 | 2010 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 266.7K | — | 176.7K | — | 118.3K | 44.2K | 605.8K | 29.17% | ↗ |
| 38 | 2010 | Linda S. Brower Executive Vice President | 232.7K | — | 176.7K | — | 131.1K | 47.5K | 588.0K | 30.05% | ↗ |
| 39 | 2009 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 468.0K | — | 160.3K | — | 100.0K | 91.9K | 817.2K | 19.61% | ↗ |
| 40 | 2009 | Jack B. Jacobson Executive Vice President | 231.0K | — | 83.6K | 35.4K | — | 46.0K | 396.0K | 30.04% | ↗ |
| 41 | 2009 | Edwin C. Hedlund Executive Vice President and Secretary | 231.0K | — | 81.2K | — | — | 47.7K | 359.9K | 22.55% | ↗ |
| 42 | 2009 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 195.0K | — | 120.2K | — | — | 29.3K | 344.6K | 34.89% | ↗ |
| 43 | 2009 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 201.0K | — | 80.2K | — | — | 47.3K | 328.4K | 24.41% | ↗ |
| 44 | 2009 | Linda S. Brower Executive Vice President | 192.0K | — | 80.2K | — | — | 48.3K | 320.5K | 25.01% | ↗ |
| 45 | 2008 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 465.0K | — | — | 101.6K | 50.4K | 91.2K | 708.2K | 14.35% | ↗ |
| 46 | 2008 | Jack B. Jacobson Executive Vice President | 229.5K | — | 56.6K | 44.3K | 67.6K | 45.4K | 443.3K | 22.75% | ↗ |
| 47 | 2008 | Edwin C. Hedlund Executive Vice President and Secretary | 229.5K | — | — | 50.8K | 67.6K | 46.4K | 394.3K | 12.88% | ↗ |
| 48 | 2008 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 196.5K | — | — | 50.8K | 65.4K | 45.2K | 358.0K | 14.19% | ↗ |
| 49 | 2008 | Linda S. Brower Executive Vice President | 189.0K | — | — | 50.8K | 65.3K | 47.6K | 352.6K | 14.41% | ↗ |
| 50 | 2008 | Mark A. Schoonover Executive Vice President and Chief Credit Officer | 180.0K | — | — | 47.0K | 24.5K | 16.7K | 268.2K | 17.52% | ↗ |
| 51 | 2007 | Roy M. Whitehead Chairman, President and Chief Executive Officer | 444.0K | — | 87.8K | 64.2K | 53.1K | 79.5K | 728.6K | 20.87% | ↗ |
| 52 | 2007 | Jack B. Jacobson Executive Vice President | 220.0K | — | 64.0K | 32.1K | 27.3K | 40.7K | 384.2K | 25.02% | ↗ |
| 53 | 2007 | Edwin C. Hedlund Executive Vice President and Secretary | 223.8K | — | 43.9K | 32.1K | 26.6K | 40.5K | 366.9K | 20.72% | ↗ |
| 54 | 2007 | Brent J. Beardall Executive Vice President and Chief Financial Officer | 176.5K | — | 50.3K | 26.1K | 23.1K | 38.6K | 314.5K | 24.27% | ↗ |
| 55 | 2007 | Linda S. Brower Executive Vice President | 173.8K | — | 50.3K | 27.4K | 22.7K | 37.9K | 312.0K | 24.90% | ↗ |
| 56 | 2003 | Roy M. Whitehead Vice-Chairman, President and Chief Executive Officer | 312.5K | 32.4K | 7.0K | — | — | 34.2K | 386.0K | 1.81% | ↗ |
| 57 | 2002 | Roy M. Whitehead Vice-Chairman, President and Chief Executive Officer | 306.4K | 77.1K | 10.0K | 30.0K | — | 33.4K | 456.9K | 8.75% | ↗ |
| 58 | 2001 | Roy M. Whitehead Vice-Chairman, President and Chief Executive Officer | 289.8K | 7.2K | — | — | — | 30.2K | 327.2K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brent J. Beardall | President, Chief Executive Officer & Vice Chairman | 2M | male |
| Ryan Mauer | Executive Vice President & Chief Credit Officer | 910.6K | male |
| Kim E. Robison | Executive Vice President & Chief Operating Officer | 906.2K | female |
| Kelli J. Holz | Executive Vice President & Chief Financial Officer | 899.3K | female |
| Cathy E. Cooper | Executive Vice President, Chief Experience Officer & Corporate Secretary | 890.3K | female |
| Keith D. Taylor | Senior Vice President of Corporate Real Estate and Treasurer | — | male |
| Blayne Sanden | Senior Vice President & Principal Accounting Officer | — | female |
| Lisa King | Senior Vice President of Human Resources | — | — |
| Robert C. Zirk | Senior Vice President & Controller | — | male |
| Brad Goode | Chief of Communications, Marketing & Community Relations and Senior Vice President | — | male |
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Community Opinion for WAFD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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