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Walker & Dunlop, Inc. (WD)
USD49.80
+1.30 (+2.68%)
US NYSE Financial Services Financial - Mortgages
Address
7272 Wisconsin Avenue 20814
Bethesda, MD, US
Bethesda, MD, US
CEO
William Mallory Walker
Website
walkerdunlop.com
IPO
2010-12-15
CIK 1497770 ISIN US93148P1021
Description
Walker & Dunlop, Inc., operating through its subsidiaries, offers a comprehensive range of financial products and services tailored for real estate owners and developers throughout the United States. The company specializes in financing for multifamily and various other commercial real estate ventures. Their core offerings include a diverse portfolio of loan products such as first mortgages, second trust deeds, supplemental financing, construction loans, mezzanine debt, preferred equity, small-balance loans, and bridge/interim financing. They are particularly active in multifamily finance, supporting properties like manufactured housing communities, student housing, affordable housing, and senior housing, often leveraging Fannie Mae's DUS program. Additionally, they provide both construction and permanent loans for multifamily, affordable, senior living, and healthcare facilities. Beyond direct lending, Walker & Dunlop acts as a crucial conduit, connecting commercial real estate owners with a wide array of institutional capital providers. These sources include life insurance companies, investment banks, commercial banks, pension funds, CMBS conduits, and other institutional investors. In this intermediary role, the firm offers expertise in capital structure advisory, crafts bespoke financing packages, facilitates negotiations between parties, coordinates due diligence, and guides transactions through to completion. Further expanding its service array, the company also provides property sales brokerage, robust underwriting and risk management solutions, and comprehensive loan servicing and asset management. Established in 1937, Walker & Dunlop, Inc. is headquartered in Bethesda, Maryland.
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.
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
USD49.80
+1.30 (+2.68%)
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Volume Profile
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Liquidity & share structure
Average Volume
317.1K
Beta
1.47
Float Shares
32.69M
Free Float %
95.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.55% | +0.93% | +15.32% | -10.80% | -15.90% | -8.26% | -27.28% | -21.30% | -44.86% | +130.88% | +457.37% |
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 (15 ratings, all time)
Buy
Price Targets & DCF
Current price
49.80
Low
69.00
+38.6%
Consensus
72.00
+44.6%
Median
72.00
+44.6%
High
75.00
+50.6%
DCF (Unlevered)
155.05
+211.3%
DCF (Levered)
118.11
+137.2%
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)
75% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
69.00
+38.6%
|
| Last Quarter | 1 |
69.00
+38.6%
|
| Last Year | 3 |
79.67
+60.0%
|
| All Time | 3 |
79.67
+60.0%
|
Quality scores
Altman Z-Score
0.28
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Mortgages: +18.2%+9.0% Q1'26: +17.5% (vs Q1'25)
-
EPS growth Financial - Mortgages: +18.3%-48.6% Q1'26: +475.0% (vs Q1'25)
-
FCF margin FCF growth · Financial - Mortgages: +84.8%+26.1% Q1'26: -410.9% (vs Q1'25)
-
EBIT margin Financial - Mortgages: +34.8%+11.6% Q1'26: +18.3% (vs Q1'25)
-
ROIC Financial - Mortgages: +4.9%+2.8% Q1'26: +2.9% (vs Q1'25)
-
Share dilution Financial - Mortgages: 0.0%+0.6% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Mortgages: 7.44×5.88× ★ Q1'26: 7.38× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 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. 1 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
319.04M
est: 401.62M (-20.6%)
|
360.77M
est: 354.19M (+1.9%)
|
468.20M
est: 474.74M (-1.4%)
|
575.28M
est: 543.82M (+5.8%)
|
711.86M
est: 685.88M (+3.8%)
|
725.25M
est: 714.53M (+1.5%)
|
817.22M
est: 805.55M (+1.4%)
|
1.08B
est: 929.87M (+16.5%)
|
1.26B
est: 1.21B (+4.2%)
|
1.26B
est: 1.30B (-3.5%)
|
1.05B
est: 972.05M (+8.5%)
|
1.13B
est: 1.11B (+1.6%)
|
1.23B
est: 1.24B (-0.3%)
|
1.38B
1.36B – 1.39B
+11.4% YoY
|
1.56B
1.51B – 1.60B
+13.1% YoY
|
1.72B
1.70B – 1.73B
+10.1% YoY
|
1.78B
1.76B – 1.80B
+3.9% YoY
|
| EBITDA |
142.74M
est: 174.86M (-18.4%)
|
164.05M
est: 164.72M (-0.4%)
|
233.54M
est: 177.84M (+31.3%)
|
297.21M
est: 201.01M (+47.9%)
|
364.91M
est: 322.44M (+13.2%)
|
354.98M
est: 366.98M (-3.3%)
|
382.82M
est: 363.05M (+5.4%)
|
499.28M
est: 176.67M (+182.6%)
|
569.23M
est: 472.43M (+20.5%)
|
486.48M
est: 518.03M (-6.1%)
|
364.45M
est: 350.82M (+3.9%)
|
351.73M
est: 402.21M (-12.6%)
|
382.40M
est: 446.79M (-14.4%)
|
497.78M
491.50M – 501.95M
+11.4% YoY
|
562.89M
543.56M – 575.71M
+13.1% YoY
|
619.72M
614.72M – 624.73M
+10.1% YoY
|
643.94M
635.81M – 649.33M
+3.9% YoY
|
| EBIT |
66.79M
est: 79.44M (-15.9%)
|
83.91M
est: 77.65M (+8.1%)
|
135.37M
est: 99.08M (+36.6%)
|
185.78M
est: 116.73M (+59.2%)
|
233.66M
est: 201.06M (+16.2%)
|
212.85M
est: 213.44M (-0.3%)
|
230.35M
est: 210.60M (+9.4%)
|
330.27M
est: 253.89M (+30.1%)
|
358.95M
est: 246.67M (+45.5%)
|
251.45M
est: 353.24M (-28.8%)
|
137.70M
est: 161.88M (-14.9%)
|
114.18M
est: 185.59M (-38.5%)
|
143.71M
est: 206.16M (-30.3%)
|
229.69M
226.79M – 231.61M
+11.4% YoY
|
259.73M
250.81M – 265.65M
+13.1% YoY
|
285.96M
283.64M – 288.27M
+10.1% YoY
|
297.13M
293.38M – 299.62M
+3.9% YoY
|
| Net Income |
41.53M
est: 49.39M (-15.9%)
|
51.42M
est: 47.51M (+8.2%)
|
82.13M
est: 60.09M (+36.7%)
|
113.90M
est: 71.99M (+58.2%)
|
211.13M
est: 175.71M (+20.2%)
|
161.44M
est: 161.77M (-0.2%)
|
173.37M
est: 158.10M (+9.7%)
|
246.18M
est: -10.60M (+2,422.3%)
|
265.76M
est: 266.01M (-0.1%)
|
213.82M
est: 203.42M (+5.1%)
|
107.36M
est: 91.76M (+17.0%)
|
108.17M
est: 109.01M (-0.8%)
|
57.08M
est: 106.15M (-46.2%)
|
120.55M
118.90M – 122.19M
+13.6% YoY
|
167.00M
136.82M – 169.11M
+38.5% YoY
|
202.80M
201.69M – 207.28M
+21.4% YoY
|
240.26M
236.31M – 242.87M
+18.5% YoY
|
| SGA |
30.06M
est: 186.69M (-83.9%)
|
27.69M
est: 166.55M (-83.4%)
|
32.04M
est: 166.61M (-80.8%)
|
35.64M
est: 163.64M (-78.2%)
|
41.84M
est: 280.59M (-85.1%)
|
50.45M
est: 347.06M (-85.5%)
|
59.30M
est: 376.05M (-84.2%)
|
60.02M
est: 71.77M (-16.4%)
|
72.97M
est: 93.23M (-21.7%)
|
108.99M
est: 100.66M (+8.3%)
|
96.10M
est: 64.26M (+49.6%)
|
107.43M
est: 73.67M (+45.8%)
|
—
est: 81.84M (-100.0%)
|
91.17M
90.02M – 91.94M
+11.4% YoY
|
103.10M
99.56M – 105.45M
+13.1% YoY
|
113.51M
112.59M – 114.43M
+10.1% YoY
|
117.94M
116.46M – 118.93M
+3.9% YoY
|
| EPS |
1.23
est: 1.87 (-34.2%)
|
1.60
est: 1.46 (+9.6%)
|
2.76
est: 2.63 (+5.0%)
|
3.87
est: 3.24 (+19.4%)
|
7.03
est: 4.50 (+56.2%)
|
5.15
est: 4.92 (+4.7%)
|
5.61
est: 5.40 (+4.0%)
|
7.85
est: 6.66 (+17.9%)
|
8.27
est: 8.02 (+3.1%)
|
6.43
est: 6.73 (-4.5%)
|
3.20
est: 2.75 (+16.4%)
|
3.19
est: 3.27 (-2.4%)
|
1.69
est: 3.19 (-47.0%)
|
3.62
3.56 – 3.66
+13.6% YoY
|
4.59
4.10 – 5.07
+26.7% YoY
|
6.15
6.04 – 6.21
+33.9% YoY
|
7.20
7.08 – 7.28
+17.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-01 | B- | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | B- | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.53B
OE per share TTM
-45.85
Owner's Yield
-83.75%
Maintenance CapEx ratio
10.04%
Maint CapEx / Avg PPE
5.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
46
Total invested
54.89M
Insider transactions (90d)
0
Beneficial owners (>5%)
37
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FIG LLC | 8.25M | 25.00% | — | 8.25M | — | 8.25M | OO | Delaware | 2014-11-28 | ↗ |
| 2 | Fortress Investment Group LLC | 8.25M | 25.00% | — | 8.25M | — | 8.25M | OO | Delaware | 2014-11-28 | ↗ |
| 3 | (1) BlackRock, Inc. | 5.02M | 14.90% | — | — | 5.02M | — | HC | Delaware | 2024-10-23 | ↗ |
| 4 | FIF V WD LLC | 4.12M | 12.50% | — | 4.12M | — | 4.12M | PN | DELAWARE | 2014-11-28 | ↗ |
| 5 | Fortress Fund V GP (BCF) Holdings Ltd. | 4.12M | 12.50% | — | 4.12M | — | 4.12M | OO | Cayman Islands | 2014-11-28 | ↗ |
| 6 | Fortress Fund V GP L.P. | 4.12M | 12.50% | — | 4.12M | — | 4.12M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 7 | Fortress Investment Fund V (Fund A) L.P. | 4.12M | 12.50% | — | 4.12M | — | 4.12M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 8 | Fortress Investment Fund V (Fund B) L.P. | 4.12M | 12.50% | — | 4.12M | — | 4.12M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 9 | Fortress Investment Fund V (Fund C) L.P. | 4.12M | 12.50% | — | 4.12M | — | 4.12M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 10 | Fortress Investment Fund V (Fund E) L.P. | 4.12M | 12.50% | — | 4.12M | — | 4.12M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 11 | The Vanguard Group - 23-1945930 | 3.68M | 11.47% | — | 27.8K | 3.62M | 53.8K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 12 | Fortress Credit Opportunities Advisors LLC | 2.75M | 8.30% | — | 2.75M | — | 2.75M | OO | Delaware | 2014-11-28 | ↗ |
| 13 | Abigail P. Johnson | 2.37M | 7.18% | — | — | 2.37M | — | IN | United States of America | 2023-02-09 | ↗ |
| 14 | FMR LLC | 2.37M | 7.18% | 2.37M | — | 2.37M | — | HC | Delaware | 2023-02-09 | ↗ |
| 15 | EIN #00-0000000 | 1.91M | 6.00% | — | 1.91M | — | 1.91M | IA, HC | Jersey, Channel Islands | 2022-02-10 | ↗ |
| 16 | (. | 1.81M | 5.84% | 1.71M | — | 1.81M | — | IA | Delaware | 2018-02-09 | ↗ |
| 17 | Fortress Credit Opportunities Fund (A) LP | 1.65M | 32.00% | — | 1.65M | — | 1.65M | PN | Delaware | 2014-11-28 | ↗ |
| 18 | FCOF UB Investments LLC | 1.65M | 5.00% | — | 1.65M | — | 1.65M | OO | Delaware | 2014-11-28 | ↗ |
| 19 | Fortress Credit Opportunities Fund (B) LP | 1.65M | 5.00% | — | 1.65M | — | 1.65M | PN | Delaware | 2014-11-28 | ↗ |
| 20 | Fortress Credit Opportunities Fund (C) L.P. | 1.65M | 5.00% | — | 1.65M | — | 1.65M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 21 | Boston Partners | 1.53M | 4.92% | 1.35M | 15.7K | 1.53M | — | IA | Delaware | 2018-02-12 | ↗ |
| 22 | 30-0447847 | 1.49M | 4.80% | 1.41M | — | 1.49M | — | IA | Delaware Limited Partnership | 2021-02-12 | ↗ |
| 23 | 91-1804621 | 1.14M | 3.76% | 1.14M | — | 1.14M | — | PN | United States of America | 2015-03-25 | ↗ |
| 24 | FCO Fund II GP LLC | 1.10M | 3.30% | — | 1.10M | — | 1.10M | OO | Delaware | 2014-11-28 | ↗ |
| 25 | FCOF II UB Investments LLC | 1.10M | 3.30% | — | 1.10M | — | 1.10M | OO | Delaware | 2014-11-28 | ↗ |
| 26 | Fortress Credit Opportunities Fund II (B) LP | 1.10M | 3.30% | — | 1.10M | — | 1.10M | PN | Delaware | 2014-11-28 | ↗ |
| 27 | Fortress Credit Opportunities Fund II (C) L.P. | 1.10M | 3.30% | — | 1.10M | — | 1.10M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 28 | Fortress Credit Opportunities Fund II (D) L.P. | 1.10M | 3.30% | — | 1.10M | — | 1.10M | PN | Cayman Islands | 2014-11-28 | ↗ |
| 29 | Fortress Credit Opportunities Fund II (E) LP | 1.10M | 3.30% | — | 1.10M | — | 1.10M | PN | Delaware | 2014-11-28 | ↗ |
| 30 | FCO MA GP LLC | 687.2K | 2.10% | — | 687.2K | — | 687.2K | OO | Delaware | 2014-11-28 | ↗ |
| 31 | FTS SIP L.P. | 687.2K | 2.10% | — | 687.2K | — | 687.2K | PN | Jersey | 2014-11-28 | ↗ |
| 32 | Fortress Credit Opportunities MA Advisors LLC | 687.2K | 2.10% | — | 687.2K | — | 687.2K | OO | Delaware | 2014-11-28 | ↗ |
| 33 | Fortress Credit Opportunities MA II Advisors LLC | 549.8K | 1.70% | — | 549.8K | — | 549.8K | OO | Delaware | 2014-11-28 | ↗ |
| 34 | Thomas Bruce Akin | 343.7K | 1.13% | 343.7K | 1.54M | 343.7K | 1.54M | IN | United States of America | 2015-03-25 | ↗ |
| 35 | FCO MA LSS Advisors LLC | 137.4K | 0.40% | — | 137.4K | — | 137.4K | OO | Delaware | 2014-11-28 | ↗ |
| 36 | FCO MA LSS GP LLC | 137.4K | 0.40% | — | 137.4K | — | 137.4K | OO | Delaware | 2014-11-28 | ↗ |
| 37 | 45-4026377 | 50.0K | 0.16% | 50.0K | — | 50.0K | — | PN | California | 2015-03-25 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
46
-231 vs prev Q
New positions
7
Closed positions
235
Increased
19
Reduced
17
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. | 5.06M +136.3K (+2.8%) | 304.48M -107.4M (-26.1%) | 15.17% +0.400 pp | 0.01% -0.002 pp | USD111.37 -46.0% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 3.72M -27.1K (-0.7%) | 223.51M -89.5M (-28.6%) | 11.13% -0.087 pp | 0.00% -0.001 pp | USD39.88 +50.8% | 60 qtrs — |
| 3 | STATE STREET CORP | 1.50M +37.8K (+2.6%) | 90.03M -32.0M (-26.2%) | 4.48% +0.111 pp | 0.00% -0.001 pp | USD67.29 -10.6% | 51 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.27M +17.8K (+1.4%) | 76.10M -28.2M (-27.0%) | 3.79% +0.052 pp | 0.02% -0.006 pp | USD35.73 +68.3% | 51 qtrs — |
| 5 | ALLIANCEBERNSTEIN L.P. | 1.22M +22.9K (+1.9%) | 73.44M -26.7M (-26.7%) | 3.66% +0.067 pp | 0.02% -0.008 pp | USD93.95 -36.0% | 59 qtrs — |
| 6 | JANUS HENDERSON GROUP PLC | 1.18M -356.9K (-23.2%) | 71.18M -57.6M (-44.7%) | 3.55% -1.072 pp | 0.03% -0.027 pp | USD81.51 -26.2% | 32 qtrs — |
| 7 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.18M -102.6K (-8.0%) | 70.69M -36.2M (-33.8%) | 3.52% -0.310 pp | 0.04% -0.021 pp | USD82.93 -27.5% | 14 qtrs — |
| 8 | DEPRINCE RACE & ZOLLO INC | 859.1K +321.7K (+59.9%) | 51.67M +6.7M (+15.0%) | 2.57% +0.963 pp | 0.99% +0.088 pp | USD75.27 -20.1% | 4 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 798.6K +692.0 (+0.1%) | 48.04M -18.7M (-28.0%) | 2.39% +0.001 pp | 0.00% -0.001 pp | USD63.96 -6.0% | 60 qtrs — |
| 10 | ROYCE & ASSOCIATES LP | 545.6K +59.5K (+12.2%) | 32.82M -7.8M (-19.3%) | 1.63% +0.177 pp | 0.33% -0.073 pp | USD79.97 -24.8% | 8 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 490.4K +4.4K (+0.9%) | 29.50M -11.1M (-27.4%) | 1.47% +0.012 pp | 0.00% -0.002 pp | USD62.33 -3.5% | 57 qtrs — |
| 12 | MORGAN STANLEY | 476.0K +98.6K (+26.1%) | 28.63M -2.9M (-9.3%) | 1.43% +0.295 pp | 0.00% 0.000 pp | USD81.52 -26.2% | 51 qtrs — |
| 13 | CONVERSANT CAPITAL LLC | 421.4K +68.3K (+19.3%) | 25.35M -4.2M (-14.2%) | 1.26% +0.204 pp | 4.81% -0.190 pp | USD79.82 -24.6% | 2 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 389.3K -249.6K (-39.1%) | 23.42M -30.0M (-56.2%) | 1.17% -0.749 pp | 0.00% -0.004 pp | USD79.15 -24.0% | 39 qtrs — |
| 15 | FMR LLC | 380.2K -13.2K (-3.4%) | 22.87M -10.0M (-30.5%) | 1.14% -0.040 pp | 0.00% -0.001 pp | USD107.59 -44.1% | 26 qtrs — |
| 16 | BANK OF NEW YORK MELLON CORP | 349.5K -98.9K (-22.0%) | 21.02M -16.5M (-43.9%) | 1.05% -0.297 pp | 0.00% -0.004 pp | USD55.66 +8.1% | 60 qtrs — |
| 17 | NORTHERN TRUST CORP | 330.6K -40.3K (-10.9%) | 19.89M -11.1M (-35.9%) | 0.99% -0.121 pp | 0.00% -0.001 pp | USD46.98 +28.0% | 51 qtrs — |
| 18 | TWO SIGMA INVESTMENTS, LP | 313.7K +29.6K (+10.4%) | 18.87M -4.9M (-20.6%) | 0.94% +0.088 pp | 0.03% -0.009 pp | USD78.21 -23.1% | 9 qtrs — |
| 19 | MILLENNIUM MANAGEMENT LLC | 298.5K +50.9K (+20.5%) | 17.95M -2.8M (-13.3%) | 0.89% +0.152 pp | 0.01% -0.001 pp | USD69.20 -13.1% | 22 qtrs — |
| 20 | ALYESKA INVESTMENT GROUP, L.P. | 289.7K +105.0K (+56.9%) | 17.43M +2.0M (+12.8%) | 0.87% +0.314 pp | 0.05% +0.003 pp | USD72.62 -17.2% | 4 qtrs — |
| 21 | JPMORGAN CHASE & CO | 275.2K -28.0K (-9.2%) | 16.55M -8.8M (-34.7%) | 0.82% -0.085 pp | 0.00% -0.001 pp | USD84.13 -28.5% | 50 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 272.8K -107.4K (-28.2%) | 16.41M -15.4M (-48.4%) | 0.82% -0.322 pp | 0.00% -0.001 pp | USD85.36 -29.5% | 52 qtrs — |
| 23 | RUSSELL INVESTMENTS GROUP, LTD. | 246.3K +111.3K (+82.4%) | 14.82M +3.5M (+31.2%) | 0.74% +0.333 pp | 0.02% +0.003 pp | USD69.92 -14.0% | 30 qtrs — |
| 24 | QUBE RESEARCH & TECHNOLOGIES LTD | 233.3K +153.4K (+192.1%) | 14.03M +7.4M (+110.1%) | 0.70% +0.460 pp | 0.01% +0.007 pp | USD66.63 -9.7% | 8 qtrs — |
| 25 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 215.3K -140.3K (-39.5%) | 12.95M -16.8M (-56.4%) | 0.65% -0.421 pp | 0.02% -0.035 pp | USD88.72 -32.2% | 21 qtrs — |
| 26 | BROWN ADVISORY INC | 215.2K -13.5K (-5.9%) | 12.95M -6.2M (-32.3%) | 0.64% -0.041 pp | 0.02% -0.007 pp | USD27.21 +121.1% | 60 qtrs — |
| 27 | ERSTE ASSET MANAGEMENT GMBH | 200.0K +— (+0.0%) | 12.03M -4.6M (-27.6%) | 0.60% 0.000 pp | 0.10% -0.060 pp | USD88.78 -32.2% | 18 qtrs — |
| 28 | JANE STREET GROUP, LLC | 181.6K +166.6K (+1,105.1%) | 10.92M +9.7M (+766.8%) | 0.54% +0.499 pp | 0.00% +0.002 pp | USD61.72 -2.5% | 21 qtrs — |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 162.3K -2.1K (-1.3%) | 9.76M -4.0M (-29.0%) | 0.49% -0.007 pp | 0.01% -0.002 pp | USD39.26 +53.2% | 43 qtrs — |
| 30 | THORNBURG INVESTMENT MANAGEMENT INC | 160.1K +462.0 (+0.3%) | 9.63M -3.7M (-27.9%) | 0.48% +0.001 pp | 0.12% -0.053 pp | USD122.60 -50.9% | 17 qtrs — |
| 31 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 148.5K -14.1K (-8.7%) | 8.93M -4.7M (-34.3%) | 0.45% -0.043 pp | 0.88% -0.351 pp | USD83.02 -27.5% | 4 qtrs — |
| 32 | SQUAREPOINT OPS LLC | 141.7K +141.7K (+100.0%) | 8.53M +8.5M (+100.0%) | 0.42% +0.425 pp | 0.01% +0.009 pp | USD60.15 +0.0% | 1 qtrs NEW |
| 33 | KATHMERE CAPITAL MANAGEMENT, LLC | 138.4K +40.0 (+0.0%) | 8.33M -3.2M (-28.0%) | 0.41% 0.000 pp | 0.56% -0.261 pp | USD97.63 -38.4% | 18 qtrs — |
| 34 | NFJ INVESTMENT GROUP, LLC | 129.0K -40.2K (-23.8%) | 7.76M -6.4M (-45.2%) | 0.39% -0.121 pp | 0.28% -0.207 pp | USD84.16 -28.5% | 20 qtrs — |
| 35 | POINT72 ASSET MANAGEMENT, L.P. | 126.1K +121.6K (+2,697.2%) | 7.59M +7.2M (+1,912.1%) | 0.38% +0.364 pp | 0.01% +0.008 pp | USD60.52 -0.6% | 3 qtrs — |
| 36 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 120.4K -12.5K (-9.4%) | 7.24M -3.9M (-34.8%) | 0.36% -0.038 pp | 0.02% -0.016 pp | USD81.11 -25.8% | 43 qtrs — |
| 37 | DEUTSCHE BANK AG\ | 117.5K -20.6K (-14.9%) | 7.07M -4.5M (-38.8%) | 0.35% -0.062 pp | 0.00% -0.002 pp | USD71.51 -15.9% | 50 qtrs — |
| 38 | — | 116.6K +116.6K (+100.0%) | 7.01M +7.0M (+100.0%) | 0.35% +0.349 pp | 6.22% +6.220 pp | USD60.15 +0.0% | 1 qtrs NEW |
| 39 | NUVEEN, LLC | 114.5K -1.2K (-1.0%) | 6.88M -2.8M (-28.8%) | 0.34% -0.004 pp | 0.00% -0.001 pp | USD85.36 -29.5% | 4 qtrs — |
| 40 | NIXON CAPITAL, LLC | 114.4K +2.6K (+2.3%) | 6.88M -2.5M (-26.4%) | 0.34% +0.008 pp | 1.82% -1.029 pp | USD76.48 -21.4% | 10 qtrs — |
| 41 | NEW YORK STATE COMMON RETIREMENT FUND | 105.7K +60.5K (+133.6%) | 6.36M +2.6M (+68.0%) | 0.32% +0.181 pp | 0.01% +0.004 pp | USD69.45 -13.4% | 43 qtrs — |
| 42 | UBS ASSET MANAGEMENT AMERICAS INC | 103.7K +31.1K (+42.9%) | 6.24M +170.2K (+2.8%) | 0.31% +0.093 pp | 0.00% +0.000 pp | USD76.19 -21.1% | 52 qtrs — |
| 43 | CRAWFORD INVESTMENT COUNSEL INC | 102.1K +2.1K (+2.1%) | 6.14M -2.2M (-26.5%) | 0.31% +0.006 pp | 0.10% -0.036 pp | USD92.59 -35.0% | 20 qtrs — |
| 44 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 98.6K +89.5K (+982.7%) | 5.93M +5.2M (+679.2%) | 0.30% +0.268 pp | 0.04% +0.039 pp | USD62.27 -3.4% | 14 qtrs — |
| 45 | RENAISSANCE TECHNOLOGIES LLC | 95.8K +59.0K (+160.3%) | 5.76M +2.7M (+87.3%) | 0.29% +0.177 pp | 0.01% +0.005 pp | USD67.25 -10.6% | 4 qtrs — |
| 46 | RHUMBLINE ADVISERS | 95.0K -5.6K (-5.6%) | 5.72M -2.7M (-32.1%) | 0.28% -0.017 pp | 0.00% -0.002 pp | USD54.86 +9.6% | 51 qtrs — |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 94.4K -20.0K (-17.5%) | 5.68M -3.9M (-40.7%) | 0.28% -0.060 pp | 0.00% -0.001 pp | USD89.62 -32.9% | 21 qtrs — |
| 48 | INVESCO LTD. | 93.7K +2.6K (+2.9%) | 5.64M -2.0M (-26.0%) | 0.28% +0.008 pp | 0.00% 0.000 pp | USD80.16 -25.0% | 56 qtrs — |
| 49 | CITADEL ADVISORS LLC | 93.5K +42.7K (+84.3%) | 5.62M +1.4M (+32.6%) | 0.28% +0.128 pp | 0.00% +0.000 pp | USD73.25 -17.9% | 39 qtrs — |
| 50 | FRANKLIN RESOURCES INC | 85.8K +12.6K (+17.2%) | 5.16M -958.9K (-15.7%) | 0.26% +0.038 pp | 0.00% 0.000 pp | USD88.29 -31.9% | 8 qtrs — |
| 51 | LEGAL & GENERAL GROUP PLC | 83.9K -1.6K (-1.9%) | 5.05M -2.1M (-29.4%) | 0.25% -0.005 pp | 0.00% -0.001 pp | USD56.57 +6.3% | 46 qtrs — |
| 52 | TWO SIGMA ADVISERS, LP | 82.5K -15.5K (-15.8%) | 4.96M -3.2M (-39.4%) | 0.25% -0.047 pp | 0.01% -0.007 pp | USD80.24 -25.0% | 3 qtrs — |
| 53 | HEARTLAND ADVISORS INC | 75.0K +25.0K (+50.0%) | 4.51M +330.3K (+7.9%) | 0.22% +0.075 pp | 0.24% +0.022 pp | USD75.80 -20.6% | 2 qtrs — |
| 54 | NEW AGE ALPHA ADVISORS, LLC | 68.8K +64.3K (+1,401.9%) | 4.14M +3.8M (+980.3%) | 0.21% +0.193 pp | 0.18% +0.162 pp | USD61.81 -2.7% | 4 qtrs — |
| 55 | SWISS NATIONAL BANK | 67.2K +1.3K (+2.0%) | 4.04M -1.5M (-26.6%) | 0.20% +0.004 pp | 0.00% -0.001 pp | USD44.27 +35.9% | 51 qtrs — |
| 56 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 59.8K +59.8K (+100.0%) | 3.60M +3.6M (+100.0%) | 0.18% +0.179 pp | 0.01% +0.006 pp | USD60.15 +0.0% | 1 qtrs NEW |
| 57 | AMERIPRISE FINANCIAL INC | 58.1K -6.9K (-10.6%) | 3.49M -1.9M (-35.7%) | 0.17% -0.021 pp | 0.00% -0.001 pp | USD53.63 +12.2% | 43 qtrs — |
| 58 | AQR CAPITAL MANAGEMENT LLC | 56.5K +38.2K (+208.6%) | 3.40M +1.9M (+122.0%) | 0.17% +0.114 pp | 0.00% +0.001 pp | USD67.13 -10.4% | 43 qtrs — |
| 59 | BNP PARIBAS ARBITRAGE, SNC | 55.8K +30.4K (+119.6%) | 3.36M +1.2M (+58.0%) | 0.17% +0.091 pp | 0.00% +0.000 pp | USD71.33 -15.7% | 46 qtrs — |
| 60 | BARCLAYS PLC | 54.2K -2.3K (-4.0%) | 3.26M -3.2M (-49.2%) | 0.16% -0.007 pp | 0.00% -0.001 pp | USD97.25 -38.1% | 51 qtrs — |
| 61 | WELLS FARGO & COMPANY/MN | 53.2K +8.5K (+19.0%) | 3.20M -538.4K (-14.4%) | 0.16% +0.025 pp | 0.00% 0.000 pp | USD78.31 -23.2% | 57 qtrs — |
| 62 | TUDOR INVESTMENT CORP ET AL | 51.6K +51.6K (+100.0%) | 3.10M +3.1M (+100.0%) | 0.15% +0.155 pp | 0.01% +0.006 pp | USD60.15 +0.0% | 7 qtrs — |
| 63 | SG AMERICAS SECURITIES, LLC | 49.6K +42.8K (+632.8%) | 2.98M +2.4M (+427.2%) | 0.15% +0.128 pp | 0.00% +0.002 pp | USD63.35 -5.1% | 8 qtrs — |
| 64 | MOODY ALDRICH PARTNERS LLC | 48.8K -240.0 (-0.5%) | 2.93M -1.2M (-28.4%) | 0.15% -0.001 pp | 0.55% -0.230 pp | USD94.86 -36.6% | 23 qtrs — |
| 65 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 48.7K +— (+0.0%) | 2.93M -1.1M (-28.1%) | 0.15% 0.000 pp | 0.01% -0.002 pp | USD35.10 +71.4% | 43 qtrs — |
| 66 | UBS GROUP AG | 43.9K -10.4K (-19.1%) | 2.64M -1.9M (-41.8%) | 0.13% -0.031 pp | 0.00% 0.000 pp | USD101.48 -40.7% | 45 qtrs — |
| 67 | GW&K INVESTMENT MANAGEMENT, LLC | 39.2K -2.3K (-5.5%) | 2.36M -1.1M (-32.1%) | 0.12% -0.007 pp | 0.02% -0.010 pp | USD91.71 -34.4% | 35 qtrs — |
| 68 | SHUFRO ROSE & CO LLC | 39.0K -7.0K (-15.2%) | 2.34M -1.6M (-40.2%) | 0.12% -0.021 pp | 0.16% -0.162 pp | USD15.70 +283.1% | 54 qtrs — |
| 69 | TREXQUANT INVESTMENT LP | 38.7K +17.7K (+84.8%) | 2.33M +576.2K (+32.9%) | 0.12% +0.053 pp | 0.02% +0.003 pp | USD72.85 -17.4% | 2 qtrs — |
| 70 | D. E. SHAW & CO., INC. | 36.7K +31.8K (+649.0%) | 2.21M +1.8M (+438.8%) | 0.11% +0.095 pp | 0.00% +0.001 pp | USD63.28 -4.9% | 2 qtrs — |
| 71 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | 36.0K +84.0 (+0.2%) | 2.15M -859.1K (-28.6%) | 0.11% +0.000 pp | 1.12% -0.559 pp | USD93.31 -35.5% | 5 qtrs — |
| 72 | MARSHALL WACE, LLP | 34.8K +34.8K (+100.0%) | 2.09M +2.1M (+100.0%) | 0.10% +0.104 pp | 0.00% +0.002 pp | USD60.15 +0.0% | 6 qtrs — |
| 73 | RAYMOND JAMES FINANCIAL INC | 33.8K -3.1K (-8.4%) | 2.03M -1.1M (-34.1%) | 0.10% -0.009 pp | 0.00% 0.000 pp | USD84.91 -29.2% | 5 qtrs — |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 33.5K +3.6K (+11.9%) | 2.02M -488.0K (-19.5%) | 0.10% +0.011 pp | 0.00% 0.000 pp | USD77.93 -22.8% | 61 qtrs — |
| 75 | AMUNDI | 33.4K +27.4K (+458.9%) | 2.01M +1.5M (+315.2%) | 0.10% +0.082 pp | 0.00% +0.000 pp | USD69.34 -13.3% | 12 qtrs — |
| 76 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 33.2K +33.2K (+100.0%) | 1.99M +2.0M (+100.0%) | 0.10% +0.099 pp | 0.06% +0.060 pp | USD60.15 +0.0% | 5 qtrs — |
| 77 | VERDENCE CAPITAL ADVISORS LLC | 32.8K -21.1K (-39.2%) | 1.97M -2.6M (-57.1%) | 0.10% -0.063 pp | 0.12% -0.148 pp | USD71.62 -16.0% | 32 qtrs — |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 32.5K -30.0 (-0.1%) | 1.95M -764.2K (-28.1%) | 0.10% 0.000 pp | 0.00% -0.001 pp | USD31.69 +89.8% | 52 qtrs — |
| 79 | SEI INVESTMENTS CO | 31.9K +16.3K (+104.5%) | 1.92M +613.9K (+47.1%) | 0.10% +0.049 pp | 0.00% +0.001 pp | USD73.35 -18.0% | 23 qtrs — |
| 80 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 31.7K +— (+0.0%) | 1.91M -744.0K (-28.1%) | 0.10% 0.000 pp | 0.01% -0.010 pp | USD83.62 -28.1% | 2 qtrs — |
| 81 | PRUDENTIAL FINANCIAL INC | 31.7K -2.3K (-6.6%) | 1.90M -931.3K (-32.8%) | 0.09% -0.007 pp | 0.00% -0.001 pp | USD63.15 -4.8% | 47 qtrs — |
| 82 | FIRST TRUST ADVISORS LP | 31.3K -6.8K (-17.9%) | 1.89M -1.3M (-40.9%) | 0.09% -0.021 pp | 0.00% -0.001 pp | USD85.57 -29.7% | 35 qtrs — |
| 83 | HIGHTOWER ADVISORS, LLC | 30.1K +9.8K (+48.4%) | 1.81M +114.5K (+6.8%) | 0.09% +0.029 pp | 0.00% +0.000 pp | USD88.84 -32.3% | 25 qtrs — |
| 84 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | 30.0K -90.0K (-75.0%) | 1.80M -8.2M (-82.0%) | 0.09% -0.270 pp | 0.70% -2.480 pp | USD84.83 -29.1% | 26 qtrs — |
| 85 | BAYVIEW ASSET MANAGEMENT, LLC | 30.0K +10.0K (+50.0%) | 1.80M +132.1K (+7.9%) | 0.09% +0.030 pp | 0.42% +0.009 pp | USD75.80 -20.6% | 2 qtrs — |
| 86 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 29.5K -7.1K (-19.4%) | 1.77M -1.3M (-41.7%) | 0.09% -0.021 pp | 0.00% -0.001 pp | USD78.86 -23.7% | 43 qtrs — |
| 87 | TWINBEECH CAPITAL LP | 28.3K +28.3K (+100.0%) | 1.70M +1.7M (+100.0%) | 0.08% +0.085 pp | 0.12% +0.121 pp | USD60.15 +0.0% | 6 qtrs — |
| 88 | ENGINEERS GATE MANAGER LP | 28.2K +15.1K (+114.7%) | 1.70M +597.9K (+54.5%) | 0.08% +0.045 pp | 0.02% +0.008 pp | USD72.82 -17.4% | 6 qtrs — |
| 89 | Y-INTERCEPT (HONG KONG) LTD | 27.6K -3.8K (-12.1%) | 1.66M -965.4K (-36.7%) | 0.08% -0.011 pp | 0.04% -0.026 pp | USD78.08 -23.0% | 3 qtrs — |
| 90 | CAMPBELL & CO INVESTMENT ADVISER LLC | 26.4K +26.4K (+100.0%) | 1.59M +1.6M (+100.0%) | 0.08% +0.079 pp | 0.08% +0.076 pp | USD60.15 +0.0% | 3 qtrs — |
| 91 | CITIGROUP INC | 24.6K +12.1K (+96.2%) | 1.48M +431.4K (+41.1%) | 0.07% +0.036 pp | 0.00% +0.000 pp | USD81.44 -26.1% | 54 qtrs — |
| 92 | HOLOCENE ADVISORS, LP | 24.2K -6.6K (-21.4%) | 1.46M -1.1M (-43.5%) | 0.07% -0.020 pp | 0.00% -0.003 pp | USD86.62 -30.6% | 13 qtrs — |
| 93 | VERITION FUND MANAGEMENT LLC | 23.5K +9.6K (+68.5%) | 1.41M +247.2K (+21.2%) | 0.07% +0.029 pp | 0.01% +0.001 pp | USD68.67 -12.4% | 7 qtrs — |
| 94 | THRIVENT FINANCIAL FOR LUTHERANS | 23.4K -1.2K (-4.8%) | 1.41M -647.0K (-31.5%) | 0.07% -0.004 pp | 0.00% -0.002 pp | USD66.33 -9.3% | 41 qtrs — |
| 95 | AMERICAN CENTURY COMPANIES INC | 23.1K +12.7K (+123.3%) | 1.39M +523.5K (+60.6%) | 0.07% +0.038 pp | 0.00% +0.000 pp | USD79.91 -24.7% | 38 qtrs — |
| 96 | AQUATIC CAPITAL MANAGEMENT LLC | 20.5K -1.2K (-5.7%) | 1.23M -585.6K (-32.2%) | 0.06% -0.004 pp | 0.04% +0.001 pp | USD70.48 -14.7% | 3 qtrs — |
| 97 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.5K +4.1K (+26.9%) | 1.17M -111.9K (-8.7%) | 0.06% +0.012 pp | 0.00% +0.000 pp | USD81.79 -26.5% | 31 qtrs — |
| 98 | ILLINOIS MUNICIPAL RETIREMENT FUND | 19.0K +2.2K (+13.3%) | 1.14M -258.5K (-18.5%) | 0.06% +0.007 pp | 0.01% -0.004 pp | USD74.25 -19.0% | 10 qtrs — |
| 99 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 18.8K +202.0 (+1.1%) | 1.13M -424.0K (-27.3%) | 0.06% +0.001 pp | 0.01% -0.004 pp | USD60.20 -0.1% | 37 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 129 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Bank ETF KBE | 0.91% | 13.95M | 0.35% |
| 2 | Invesco S&P SmallCap Financials ETF PSCF | 0.37% | 101.0K | 0.29% |
| 3 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.28% | 476.4K | 0.61% |
| 4 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.24% | 3.19M | 0.58% |
| 5 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.20% | 3.78M | 0.10% |
| 6 | iShares S&P Small-Cap 600 Value ETF IJS | 0.19% | 15.05M | 0.18% |
| 7 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.19% | 9.03M | 0.15% |
| 8 | iShares ESG Select Screened S&P Small-Cap ETF XJR | 0.13% | 233.8K | 0.12% |
| 9 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.12% | 353.2K | 0.39% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.11% | 8.84M | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.64
Bullish
Ratio by volume
3.00
Bullish
Buys
18
Sells
11
Shares acquired
142.1K
Shares disposed
33.3K
Cash buys
4.00
Cash sales
—
Net activity
+108,814
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-27 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 47 | 0.00 | — | 152 | D | ↗ |
| 2026-03-27 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 143 | 0.00 | — | 1,435 | D | ↗ |
| 2026-03-27 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 49 | 0.00 | — | 114 | D | ↗ |
| 2026-03-27 | Groman Daniel J | Officer | A-Award | A | Dividend Equivalent Rights | 116 | 0.00 | — | 285 | D | ↗ |
| 2026-03-27 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 80 | 0.00 | — | 180 | D | ↗ |
| 2026-03-18 | SCHMALTZ DANA L | Director | P-Purchase | A | Common Stock | 1,000 | 45.78 | 45.8K | 84,325 | D | ↗ |
| 2026-03-13 | Wells Donna | Director | M-Exempt | A | Common Stock | 1,381 | 0.00 | — | 6,658 | D | ↗ |
| 2026-03-13 | SCHMALTZ DANA L | Director | M-Exempt | D | Deferred Stock Units | 1,105 | 0.00 | — | 0 | D | ↗ |
| 2026-03-05 | FREEDMAN ERNEST MICHAEL | Director | P-Purchase | A | Common Stock | 5,000 | 49.21 | 246.0K | 6,097 | D | ↗ |
| 2026-03-03 | Wells Donna | Director | P-Purchase | A | Common Stock | 500 | 46.96 | 23.5K | 5,277 | D | ↗ |
| 2026-03-02 | Walker William M | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 47.46 | 474.6K | 488,948 | D | ↗ |
| 2026-02-13 | Walker William M | Director / Officer | A-Award | A | Common Stock | 48,496 | 0.00 | — | 488,888 | D | ↗ |
| 2026-02-13 | THEOBALD STEPHEN P | Officer | F-InKind | D | Common Stock | 3,273 | 61.86 | 202.5K | 81,551 | D | ↗ |
| 2026-02-13 | Pryor Paula A. | Officer | A-Award | A | Restricted Stock Units | 1,202 | 0.00 | — | 1,202 | D | ↗ |
| 2026-02-13 | Groman Daniel J | Officer | A-Award | A | Restricted Stock Units | 3,233 | 0.00 | — | 3,233 | D | ↗ |
| 2026-02-13 | Florkowski Gregory | Officer | A-Award | A | Restricted Stock Units | 2,746 | 0.00 | — | 2,746 | D | ↗ |
| 2026-01-30 | Walker William M | Director / Officer | M-Exempt | A | Common Stock | 7,830 | 0.00 | — | 443,643 | D | ↗ |
| 2025-12-05 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 61 | 0.00 | — | 461 | D | ↗ |
| 2025-12-05 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 95 | 0.00 | — | 1,293 | D | ↗ |
| 2025-12-05 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 20 | 0.00 | — | 66 | D | ↗ |
| 2025-12-05 | Groman Daniel J | Officer | A-Award | A | Dividend Equivalent Rights | 43 | 0.00 | — | 170 | D | ↗ |
| 2025-12-05 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 24 | 0.00 | — | 100 | D | ↗ |
| 2025-09-11 | FREEDMAN ERNEST MICHAEL | Director | A-Award | A | Common Stock | 1,097 | 0.00 | — | 1,097 | D | ↗ |
| 2025-09-05 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 44 | 0.00 | — | 400 | D | ↗ |
| 2025-09-05 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 68 | 0.00 | — | 1,198 | D | ↗ |
| 2025-09-05 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 14 | 0.00 | — | 46 | D | ↗ |
| 2025-09-05 | Groman Daniel J | Officer | A-Award | A | Dividend Equivalent Rights | 31 | 0.00 | — | 127 | D | ↗ |
| 2025-09-05 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 18 | 0.00 | — | 75 | D | ↗ |
| 2025-08-29 | Pryor Paula A. | Officer | S-Sale | D | Common Stock | 5,336 | 86.20 | 460.0K | 9,341 | D | ↗ |
| 2025-05-29 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 55 | 0.00 | — | 356 | D | ↗ |
| 2025-05-29 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 85 | 0.00 | — | 1,130 | D | ↗ |
| 2025-05-29 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 18 | 0.00 | — | 32 | D | ↗ |
| 2025-05-29 | Groman Daniel J | Officer | A-Award | A | Dividend Equivalent Rights | 39 | 0.00 | — | 96 | D | ↗ |
| 2025-05-29 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 22 | 0.00 | — | 58 | D | ↗ |
| 2025-05-01 | Wells Donna | Director | A-Award | A | Common Stock | 2,025 | 0.00 | — | 4,777 | D | ↗ |
| 2025-05-01 | SCHMALTZ DANA L | Director | A-Award | A | Deferred Stock Units | 1,620 | 0.00 | — | 1,620 | D | ↗ |
| 2025-05-01 | Rice E. John Jr | Director | A-Award | A | Common Stock | 2,025 | 0.00 | — | 33,301 | D | ↗ |
| 2025-05-01 | Pinkus Gary S | Director | A-Award | A | Deferred Stock Units | 2,025 | 0.00 | — | 2,025 | D | ↗ |
| 2025-05-01 | Levy Ellen | Director | A-Award | A | Deferred Stock Units | 2,025 | 0.00 | — | 2,025 | D | ↗ |
| 2025-05-01 | Hayward Jeffery R | Director | A-Award | A | Common Stock | 2,025 | 0.00 | — | 3,616 | D | ↗ |
| 2025-04-02 | Walker William M | Director / Officer | G-Gift | A | Common Stock | 21,349 | 0.00 | — | 435,813 | D | ↗ |
| 2025-03-15 | Wells Donna | Director | M-Exempt | A | Common Stock | 992 | 0.00 | — | 2,752 | D | ↗ |
| 2025-03-15 | Walker William M | Director / Officer | M-Exempt | A | Common Stock | 5,531 | 0.00 | — | 416,801 | D | ↗ |
| 2025-03-15 | SCHMALTZ DANA L | Director | M-Exempt | A | Common Stock | 1,141 | 0.00 | — | 80,195 | D | ↗ |
| 2025-03-15 | Pryor Paula A. | Officer | M-Exempt | D | Deferred Stock Units | 2,862 | 0.00 | — | 0 | D | ↗ |
| 2025-03-15 | Groman Daniel J | Officer | M-Exempt | D | Restricted Stock Units | 1,162 | 0.00 | — | 0 | D | ↗ |
| 2025-03-15 | Florkowski Gregory | Officer | M-Exempt | A | Common Stock | 4,674 | 0.00 | — | 30,695 | D | ↗ |
| 2025-03-14 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 58 | 0.00 | — | 467 | D | ↗ |
| 2025-03-14 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 67 | 0.00 | — | 1,045 | D | ↗ |
| 2025-03-14 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 26 | 0.00 | — | 147 | D | ↗ |
| 2025-03-14 | Groman Daniel J | Officer | A-Award | A | Dividend Equivalent Rights | 40 | 0.00 | — | 165 | D | ↗ |
| 2025-03-14 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 30 | 0.00 | — | 176 | D | ↗ |
| 2025-03-06 | Walker William M | Director / Officer | P-Purchase | A | Common Stock | 1,889 | 86.80 | 164.0K | 411,271 | D | ↗ |
| 2025-02-14 | Walker William M | Director / Officer | A-Award | A | Restricted Stock Units | 2,892 | 0.00 | — | 2,892 | D | ↗ |
| 2025-02-14 | THEOBALD STEPHEN P | Officer | A-Award | A | Restricted Stock Units | 1,446 | 0.00 | — | 1,446 | D | ↗ |
| 2025-02-14 | Pryor Paula A. | Officer | A-Award | A | Deferred Stock Units | 3,636 | 0.00 | — | 3,636 | D | ↗ |
| 2025-02-14 | Groman Daniel J | Officer | A-Award | A | Deferred Stock Units | 5,784 | 0.00 | — | 5,784 | D | ↗ |
| 2025-02-14 | Florkowski Gregory | Officer | A-Award | A | Restricted Stock Units | 1,527 | 0.00 | — | 1,527 | D | ↗ |
| 2025-01-31 | Walker William M | Director / Officer | M-Exempt | D | Deferred Stock Units | 6,345 | 0.00 | — | 0 | D | ↗ |
| 2025-01-31 | THEOBALD STEPHEN P | Officer | M-Exempt | D | Deferred Stock Units | 5,076 | 0.00 | — | 0 | D | ↗ |
| 2024-12-18 | Walker William M | Director / Officer | G-Gift | D | Common Stock | 14,500 | 0.00 | — | 343,724 | D | ↗ |
| 2024-12-06 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 49 | 0.00 | — | 823 | D | ↗ |
| 2024-12-06 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 60 | 0.00 | — | 1,310 | D | ↗ |
| 2024-12-06 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 9 | 0.00 | — | 121 | D | ↗ |
| 2024-12-06 | Groman Daniel J | Officer | A-Award | A | Dividend Equivalent Rights | 14 | 0.00 | — | 125 | D | ↗ |
| 2024-12-06 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 14 | 0.00 | — | 146 | D | ↗ |
| 2024-11-08 | Groman Daniel J | Officer | — | — | Common Stock | 0 | 0.00 | — | 10,128 | D | ↗ |
| 2024-09-06 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 51 | 0.00 | — | 774 | — | ↗ |
| 2024-09-06 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 62 | 0.00 | — | 1,249 | — | ↗ |
| 2024-09-06 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 10 | 0.00 | — | 111 | — | ↗ |
| 2024-09-06 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 15 | 0.00 | — | 132 | — | ↗ |
| 2024-08-23 | THEOBALD STEPHEN P | Officer | M-Exempt | A | Common Stock | 13,870 | 20.40 | 282.9K | 67,739 | — | ↗ |
| 2024-06-11 | Pinkus Gary S | Director | A-Award | A | Deferred Stock Units | 1,068 | 0.00 | — | 1,068 | — | ↗ |
| 2024-06-09 | Pinkus Gary S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-31 | Walker William M | Director / Officer | A-Award | A | Divident Equivalent Rights | 55 | 0.00 | — | 723 | — | ↗ |
| 2024-05-31 | THEOBALD STEPHEN P | Officer | A-Award | A | Divident Equivalent Rights | 67 | 0.00 | — | 1,187 | — | ↗ |
| 2024-05-31 | Pryor Paula A. | Officer | A-Award | A | Divident Equivalent Rights | 10 | 0.00 | — | 102 | — | ↗ |
| 2024-05-31 | Florkowski Gregory | Officer | A-Award | A | Divident Equivalent Rights | 16 | 0.00 | — | 118 | — | ↗ |
| 2024-05-06 | Pryor Paula A. | Officer | S-Sale | D | Common Stock | 4,533 | 97.33 | 441.2K | 9,227 | — | ↗ |
| 2024-05-02 | Wells Donna | Director | A-Award | A | Common Stock | 1,591 | 0.00 | — | 1,760 | — | ↗ |
| 2024-05-02 | SCHMALTZ DANA L | Director | A-Award | A | Common Stock | 1,591 | 0.00 | — | 79,054 | — | ↗ |
| 2024-05-02 | Rice E. John Jr | Director | A-Award | A | Common Stock | 1,591 | 0.00 | — | 31,276 | — | ↗ |
| 2024-05-02 | Malone Michael D | Director | A-Award | A | Deferred Stock Units | 1,591 | 0.00 | — | 1,591 | — | ↗ |
| 2024-05-02 | Levy Ellen | Director | A-Award | A | Deferred Stock Units | 1,591 | 0.00 | — | 1,591 | — | ↗ |
| 2024-05-02 | Hayward Jeffery R | Director | A-Award | A | Common Stock | 1,591 | 0.00 | — | 1,591 | — | ↗ |
| 2024-03-20 | Walker William M | Director / Officer | A-Award | A | Common Stock | 18,821 | 0.00 | — | 358,224 | — | ↗ |
| 2024-03-20 | THEOBALD STEPHEN P | Officer | A-Award | A | Common Stock | 8,066 | 0.00 | — | 53,869 | — | ↗ |
| 2024-03-20 | Pryor Paula A. | Officer | A-Award | A | Common Stock | 4,570 | 0.00 | — | 13,760 | — | ↗ |
| 2024-03-20 | Lucas Richard M | Officer | A-Award | A | Common Stock | 5,646 | 0.00 | — | 143,120 | — | ↗ |
| 2024-03-20 | Florkowski Gregory | Officer | A-Award | A | Common Stock | 6,721 | 0.00 | — | 21,308 | — | ↗ |
| 2024-03-15 | Wells Donna | Director | M-Exempt | D | Deferred Stock Units | 169 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 59 | 0.00 | — | 668 | — | ↗ |
| 2024-03-15 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 72 | 0.00 | — | 1,120 | — | ↗ |
| 2024-03-15 | Smith Howard W III | Director | A-Award | A | Dividend Equivalent Rights | 44 | 0.00 | — | 493 | — | ↗ |
| 2024-03-15 | SCHMALTZ DANA L | Director | M-Exempt | D | Deferred Stock Units | 3,186 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | Pryor Paula A. | Officer | M-Exempt | A | Common Stock | 10,170 | 0.00 | — | 13,877 | — | ↗ |
| 2024-03-15 | Lucas Richard M | Officer | M-Exempt | D | Deferred Stock Units | 3,736 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | Florkowski Gregory | Officer | M-Exempt | D | Restricted Stock Units | 1,619 | 0.00 | — | 0 | — | ↗ |
| 2024-03-08 | Smith Howard W III | Director | M-Exempt | D | Common Stock | 20,166 | 16.72 | 337.2K | 0 | — | ↗ |
| 2024-02-27 | Florkowski Gregory | Officer | S-Sale | D | Common Stock | 4,000 | 96.45 | 385.8K | 11,809 | — | ↗ |
| 2024-02-21 | Pryor Paula A. | Officer | S-Sale | D | Common Stock | 1,908 | 94.09 | 179.5K | 3,707 | — | ↗ |
| 2024-02-15 | Walker William M | Director / Officer | F-InKind | D | Common Stock | 5,617 | 98.86 | 555.3K | 339,403 | — | ↗ |
| 2024-02-15 | THEOBALD STEPHEN P | Officer | F-InKind | D | Common Stock | 1,951 | 98.86 | 192.9K | 45,803 | — | ↗ |
| 2024-02-15 | Pryor Paula A. | Officer | F-InKind | D | Common Stock | 1,751 | 98.86 | 173.1K | 5,615 | — | ↗ |
| 2024-02-15 | Lucas Richard M | Officer | F-InKind | D | Common Stock | 2,064 | 98.86 | 204.0K | 134,226 | — | ↗ |
| 2024-02-15 | Florkowski Gregory | Officer | F-InKind | D | Common Stock | 1,985 | 98.86 | 196.2K | 15,809 | — | ↗ |
| 2024-02-09 | Smith Howard W III | Director | M-Exempt | D | Common Stock | 20,000 | 16.72 | 334.4K | 20,166 | — | ↗ |
| 2024-01-31 | Walker William M | Director / Officer | M-Exempt | A | Common Stock | 10,037 | 0.00 | — | 347,674 | — | ↗ |
| 2024-01-09 | Smith Howard W III | Director | M-Exempt | A | Common Stock | 20,000 | 16.72 | 334.4K | 211,508 | — | ↗ |
| 2024-01-01 | Smith Howard W III | Director / Officer | F-InKind | D | Common Stock | 5,492 | 111.01 | 609.7K | 191,508 | — | ↗ |
| 2023-12-14 | Walker William M | Director / Officer | S-Sale | D | Common Stock | 50,000 | 105.63 | 5.28M | 337,637 | — | ↗ |
| 2023-12-14 | THEOBALD STEPHEN P | Officer | S-Sale | D | Common Stock | 500 | 106.29 | 53.1K | 47,754 | — | ↗ |
| 2023-12-08 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 78 | 0.00 | — | 1,012 | — | ↗ |
| 2023-12-08 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 66 | 0.00 | — | 1,048 | — | ↗ |
| 2023-12-08 | Smith Howard W III | Director / Officer | S-Sale | D | Common Stock | 107 | 90.49 | 9.7K | 216,893 | — | ↗ |
| 2023-12-08 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 28 | 0.00 | — | 267 | — | ↗ |
| 2023-12-08 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 23 | 0.00 | — | 216 | — | ↗ |
| 2023-12-08 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 22 | 0.00 | — | 206 | — | ↗ |
| 2023-11-09 | Smith Howard W III | Director / Officer | S-Sale | D | Common Stock | 8,304 | 70.81 | 588.0K | 199,000 | — | ↗ |
| 2023-10-09 | Smith Howard W III | Director / Officer | M-Exempt | A | Common Stock | 20,000 | 20.40 | 408.0K | 217,000 | — | ↗ |
| 2023-09-08 | Smith Howard W III | Director / Officer | M-Exempt | A | Common Stock | 3,110 | 20.40 | 63.4K | 217,000 | — | ↗ |
| 2023-09-01 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 85 | 0.00 | — | 934 | — | ↗ |
| 2023-09-01 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 72 | 0.00 | — | 982 | — | ↗ |
| 2023-09-01 | Smith Howard W III | Director / Officer | A-Award | A | Dividend Equivalent Rights | 44 | 0.00 | — | 408 | — | ↗ |
| 2023-09-01 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 31 | 0.00 | — | 239 | — | ↗ |
| 2023-09-01 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 25 | 0.00 | — | 193 | — | ↗ |
| 2023-09-01 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 24 | 0.00 | — | 184 | — | ↗ |
| 2023-08-16 | THEOBALD STEPHEN P | Officer | M-Exempt | A | Common Stock | 16,949 | 16.72 | 283.4K | 74,703 | — | ↗ |
| 2023-08-15 | Smith Howard W III | Director / Officer | G-Gift | D | Common Stock | 35,000 | 0.00 | — | 252,321 | — | ↗ |
| 2023-08-11 | Pryor Paula A. | Officer | S-Sale | D | Common Stock | 1,135 | 88.00 | 99.9K | 7,426 | — | ↗ |
| 2023-08-09 | Smith Howard W III | Director / Officer | S-Sale | D | Common Stock | 7,287 | 83.69 | 609.9K | 200,317 | — | ↗ |
| 2023-06-08 | Lucas Richard M | Officer | G-Gift | D | Common Stock | 7,500 | 0.00 | — | 146,290 | — | ↗ |
| 2023-06-02 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 97 | 0.00 | — | 849 | — | ↗ |
| 2023-06-02 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 82 | 0.00 | — | 910 | — | ↗ |
| 2023-06-02 | Smith Howard W III | Director / Officer | A-Award | A | Dividend Equivalent Rights | 50 | 0.00 | — | 364 | — | ↗ |
| 2023-06-02 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 35 | 0.00 | — | 209 | — | ↗ |
| 2023-06-02 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 28 | 0.00 | — | 168 | — | ↗ |
| 2023-06-02 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 28 | 0.00 | — | 160 | — | ↗ |
| 2023-05-04 | Wells Donna | Director | A-Award | A | Deferred Stock Units | 2,303 | 0.00 | — | 2,303 | — | ↗ |
| 2023-05-04 | Warren Michael J. | Director | A-Award | A | Deferred Stock Units | 2,303 | 0.00 | — | 2,303 | — | ↗ |
| 2023-05-04 | SCHMALTZ DANA L | Director | A-Award | A | Common Stock | 2,303 | 0.00 | — | 74,277 | — | ↗ |
| 2023-05-04 | Rice E. John Jr | Director | A-Award | A | Common Stock | 2,303 | 0.00 | — | 29,685 | — | ↗ |
| 2023-05-04 | Malone Michael D | Director | A-Award | A | Deferred Stock Units | 2,303 | 0.00 | — | 2,303 | — | ↗ |
| 2023-05-04 | Levy Ellen | Director | A-Award | A | Deferred Stock Units | 2,303 | 0.00 | — | 2,303 | — | ↗ |
| 2023-03-23 | Walker William M | Director / Officer | A-Award | A | Dividend Equivalent Rights | 98 | 0.00 | — | 752 | — | ↗ |
| 2023-03-23 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 83 | 0.00 | — | 828 | — | ↗ |
| 2023-03-23 | Smith Howard W III | Director / Officer | A-Award | A | Dividend Equivalent Rights | 51 | 0.00 | — | 313 | — | ↗ |
| 2023-03-23 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 35 | 0.00 | — | 174 | — | ↗ |
| 2023-03-23 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 29 | 0.00 | — | 139 | — | ↗ |
| 2023-03-23 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 28 | 0.00 | — | 132 | — | ↗ |
| 2023-03-15 | SCHMALTZ DANA L | Director | M-Exempt | A | Common Stock | 2,139 | 0.00 | — | 71,974 | — | ↗ |
| 2023-03-15 | Pryor Paula A. | Officer | M-Exempt | D | Restricted Stock Units | 654 | 0.00 | — | 0 | — | ↗ |
| 2023-03-15 | Lucas Richard M | Officer | F-InKind | D | Common Stock | 1,899 | 77.93 | 148.0K | 153,780 | — | ↗ |
| 2023-03-15 | Florkowski Gregory | Officer | F-InKind | D | Common Stock | 1,294 | 77.93 | 100.8K | 17,790 | — | ↗ |
| 2023-02-24 | Pryor Paula A. | Officer | S-Sale | D | Common Stock | 5,596 | 88.32 | 494.2K | 7,481 | — | ↗ |
| 2023-02-23 | Pryor Paula A. | Officer | S-Sale | D | Common Stock | 5,596 | 89.04 | 498.2K | 13,077 | — | ↗ |
| 2023-02-15 | Walker William M | Director / Officer | A-Award | A | Common Stock | 61,899 | 0.00 | — | 419,728 | — | ↗ |
| 2023-02-15 | THEOBALD STEPHEN P | Officer | A-Award | A | Common Stock | 17,338 | 0.00 | — | 66,627 | — | ↗ |
| 2023-02-15 | Smith Howard W III | Director / Officer | F-InKind | D | Common Stock | 3,286 | 96.89 | 318.4K | 211,540 | — | ↗ |
| 2023-02-15 | Pryor Paula A. | Officer | F-InKind | D | Common Stock | 5,536 | 96.89 | 536.4K | 18,673 | — | ↗ |
| 2023-02-15 | Lucas Richard M | Officer | A-Award | A | Common Stock | 5,160 | 0.00 | — | 141,590 | — | ↗ |
| 2023-02-15 | Florkowski Gregory | Officer | F-InKind | D | Common Stock | 3,571 | 96.89 | 346.0K | 16,166 | — | ↗ |
| 2023-02-02 | THEOBALD STEPHEN P | Officer | M-Exempt | A | Common Stock | 15,496 | 17.05 | 264.2K | 59,195 | — | ↗ |
| 2023-01-31 | Pryor Paula A. | Officer | M-Exempt | D | Dividend Equivalent Rights | 67 | 0.00 | — | 183 | — | ↗ |
| 2023-01-17 | Walker William M | Director / Officer | G-Gift | A | Common Stock | 37,440 | 0.00 | — | 540,147 | — | ↗ |
| 2023-01-17 | THEOBALD STEPHEN P | Officer | M-Exempt | A | Common Stock | 3,000 | 17.05 | 51.2K | 46,699 | — | ↗ |
| 2022-12-15 | THEOBALD STEPHEN P | Officer | M-Exempt | A | Common Stock | 3,000 | 17.05 | 51.2K | 46,699 | — | ↗ |
| 2022-12-09 | Walker William M | Officer | A-Award | A | Dividend Equivalent Rights | 83 | 0.00 | — | 654 | — | ↗ |
| 2022-12-09 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 71 | 0.00 | — | 745 | — | ↗ |
| 2022-12-09 | Smith Howard W III | Officer | A-Award | A | Dividend Equivalent Rights | 43 | 0.00 | — | 262 | — | ↗ |
| 2022-12-09 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 39 | 0.00 | — | 238 | — | ↗ |
| 2022-12-09 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 42 | 0.00 | — | 260 | — | ↗ |
| 2022-12-09 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 31 | 0.00 | — | 168 | — | ↗ |
| 2022-12-01 | THEOBALD STEPHEN P | Officer | M-Exempt | A | Common Stock | 10,000 | 17.05 | 170.5K | 53,699 | — | ↗ |
| 2022-09-02 | Walker William M | Officer | A-Award | A | Dividend Equivalent Rights | 68 | 0.00 | — | 570 | — | ↗ |
| 2022-09-02 | THEOBALD STEPHEN P | Officer | A-Award | A | Dividend Equivalent Rights | 58 | 0.00 | — | 674 | — | ↗ |
| 2022-09-02 | Smith Howard W III | Officer | A-Award | A | Dividend Equivalent Rights | 35 | 0.00 | — | 219 | — | ↗ |
| 2022-09-02 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 32 | 0.00 | — | 199 | — | ↗ |
| 2022-09-02 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 34 | 0.00 | — | 219 | — | ↗ |
| 2022-09-02 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 26 | 0.00 | — | 137 | — | ↗ |
| 2022-06-17 | SCHMALTZ DANA L | Director | P-Purchase | A | Common Stock | 1,000 | 90.16 | 90.2K | 69,835 | — | ↗ |
| 2022-06-07 | THEOBALD STEPHEN P | Officer | G-Gift | A | Common Stock | 5,000 | 0.00 | — | 43,699 | — | ↗ |
| 2022-06-03 | Walker William M | Officer | A-Award | A | Dividend Equivalent Rights | 62 | 0.00 | — | 502 | — | ↗ |
| 2022-06-03 | THEOBALD STEPHEN P | Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 0 | — | ↗ |
| 2022-06-03 | Smith Howard W III | Officer | A-Award | A | Dividend Equivalent Rights | 32 | 0.00 | — | 184 | — | ↗ |
| 2022-06-03 | Pryor Paula A. | Officer | A-Award | A | Dividend Equivalent Rights | 29 | 0.00 | — | 167 | — | ↗ |
| 2022-06-03 | Lucas Richard M | Officer | A-Award | A | Dividend Equivalent Rights | 31 | 0.00 | — | 184 | — | ↗ |
| 2022-06-03 | Florkowski Gregory | Officer | A-Award | A | Dividend Equivalent Rights | 23 | 0.00 | — | 111 | — | ↗ |
| 2022-06-01 | Florkowski Gregory | Officer | — | D | Common Stock | 0 | 0.00 | — | 8,363 | — | ↗ |
| 2022-05-12 | Lucas Richard M | Officer | M-Exempt | A | Common Stock | 2,781 | 39.82 | 110.7K | 136,430 | — | ↗ |
| 2022-05-05 | Wells Donna | Director | A-Award | A | Deferred Stock Units | 1,381 | 0.00 | — | 1,381 | — | ↗ |
| 2022-05-05 | Warren Michael J. | Director | A-Award | A | Deferred Stock Units | 1,381 | 0.00 | — | 1,381 | — | ↗ |
| 2022-05-05 | SCHMALTZ DANA L | Director | A-Award | A | Common Stock | 1,381 | 0.00 | — | 68,835 | — | ↗ |
| 2022-05-05 | Rice E. John Jr | Director | A-Award | A | Common Stock | 1,381 | 0.00 | — | 27,382 | — | ↗ |
| 2022-05-05 | Malone Michael D | Director | A-Award | A | Deferred Stock Units | 1,381 | 0.00 | — | 1,381 | — | ↗ |
| 2022-05-05 | Levy Ellen | Director | A-Award | A | Deferred Stock Units | 1,381 | 0.00 | — | 1,381 | — | ↗ |
| 2022-03-15 | Smith Howard W III | Officer | F-InKind | D | Common Stock | 2,877 | 131.24 | 377.6K | 174,201 | — | ↗ |
| 2022-03-15 | SCHMALTZ DANA L | Director | M-Exempt | A | Common Stock | 2,059 | 0.00 | — | 67,454 | — | ↗ |
| 2022-03-15 | Pryor Paula A. | Officer | F-InKind | D | Common Stock | 1,252 | 131.24 | 164.3K | 8,441 | — | ↗ |
| 2022-03-15 | Lucas Richard M | Officer | F-InKind | D | Common Stock | 2,455 | 131.24 | 322.2K | 133,649 | — | ↗ |
Executive team
Top executives
EBIT / Employee
103.1K
Shares Outstanding
34.31M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2010 | William M. Walker Chairman, President and Chief Executive Officer | 405.3K | 405.3K | 495.5K | — | 430.0K | 4.5K | 1.74M | 28.47% | ↗ |
| 2 | 2010 | Howard W. Smith, III Executive Vice President, Chief Operating Officer, and Director | 329.0K | 429.0K | 396.4K | — | 330.0K | 4.5K | 1.49M | 26.62% | ↗ |
| 3 | 2010 | Deborah A. Wilson Executive Vice President, Chief Financial Officer and Treasurer | 252.7K | 301.7K | 330.3K | — | 250.0K | 4.5K | 1.14M | 29.00% | ↗ |
| 4 | 2010 | Richard C. Warner Executive Vice President and Chief Credit Officer | 252.7K | 252.7K | 330.3K | — | 250.0K | 4.5K | 1.09M | 30.30% | ↗ |
| 5 | 2010 | Richard M. Lucas Executive Vice President, General Counsel and Secretary | 32.2K | 32.2K | 264.3K | — | — | — | 328.7K | 80.41% | ↗ |
| 6 | 2009 | William M. Walker Chairman, President and Chief Executive Officer | 300.0K | 400.0K | — | — | 402.8K | 4.5K | 1.11M | 0.00% | ↗ |
| 7 | 2009 | Howard W. Smith, III Executive Vice President, Chief Operating Officer, and Director | 250.0K | 325.0K | — | — | 402.8K | 4.5K | 982.3K | 0.00% | ↗ |
| 8 | 2009 | Deborah A. Wilson Executive Vice President, Chief Financial Officer and Treasurer | 250.0K | 212.5K | — | — | 193.4K | 4.5K | 660.4K | 0.00% | ↗ |
| 9 | 2009 | Richard C. Warner Executive Vice President and Chief Credit Officer | 205.0K | 250.0K | — | — | 193.4K | 4.5K | 652.9K | 0.00% | ↗ |
| 10 | 2009 | Richard M. Lucas Executive Vice President, General Counsel and Secretary | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William Mallory Walker | Chairman, President & Chief Executive Officer | 2M | male |
| Stephen Theobald | Executive Vice President & Chief Operating Officer | 1M | male |
| Gregory Florkowski | Executive Vice President & Chief Financial Officer | 957.5K | male |
| Dan Groman | Executive Vice President, General Counsel, Secretary & Chief Compliance Officer | 816.9K | male |
| Paula A. Pryor | Executive Vice President & Chief Human Resources Officer | 727.1K | female |
| Kelsey Duffey | Senior Vice President of Investor Relations | — | female |
| Anthony Jacob McGill | Senior MD & Head of Investment Banking | — | male |
| Jack Balaban | Senior Vice President of Technology | — | male |
| Aaron J. Perlis | Executive Vice President of Special Asset Management | — | male |
| Kyle Winning | Executive VP & Chief Investment Officer | — | male |
ESG Rating
ESG Score History FINANCIAL - MORTGAGES
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 WD
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.
