John Wiley & Sons, Inc. (WLY)
Hoboken, NJ, US
John Wiley & Sons, Inc., a publisher, provides authoritative content, data-driven insights, and knowledge services for the advancement of science, innovation, and learning in the United States, China, the United Kingdom, Japan, Australia, and internationally. The company’s Research segment provides scientific, technical, medical, and scholarly journals, as well as related content and services in the areas of physical sciences and engineering, health sciences, social sciences, and humanities, and life sciences. This segment sells its products direct to research libraries and library consortia, as well as to researchers and professional society members, and other customers; and through independent subscription agents. The company’s Learning segment offers scientific, professional, and education print and digital books; digital courseware to support students and instructors, and assessment services for businesses and professionals. This segment sells its products and services to business and leadership, technology, behavioral health, engineering/architecture, science, and professional education categories through brick-and-mortar and online retailers, wholesalers who supply such bookstores, college bookstores, individual practitioners, corporations, distributor networks, and government agencies. John Wiley & Sons, Inc. was founded in 1807 and is headquartered in Hoboken, New Jersey.
Based on only 2 articles — low confidence
- What Makes John Wiley & Sons (WLY) a Strong Momentum Stock: Buy Now? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.82% | +7.31% | +12.91% | +29.11% | +50.55% | +52.46% | +7.65% | +42.90% | -18.60% | -7.85% | +7,233.54% |
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 | 2026-06 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Publishing: +0.8%-0.1% Q2'26: +1.2% (vs Q2'25)
-
EPS growth Publishing: +9.6%+171.9% ★ Q2'26: +103.2% (vs Q2'25)
-
FCF margin FCF growth · Publishing: +28.6%+5.1% ★ Q2'26: +32.2% (vs Q2'25)
-
EBIT margin Publishing: +12.9%+15.4% ★ Q2'26: +23.4% (vs Q2'25)
-
ROIC Publishing: +7.5%+16.8% ★ Q2'26: +27.1% (vs Q2'25)
-
Share dilution Publishing: +0.0%-2.9% ★ Q2'26: -2.2% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Publishing: -0.41×2.97× Q2'26: -50.43× (vs Q2'25)
* 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 |
Apr 2015 actual |
Apr 2016 actual |
Apr 2017 actual |
Apr 2018 actual |
Apr 2019 actual |
Apr 2020 actual |
Apr 2021 actual |
Apr 2022 actual |
Apr 2023 actual |
Apr 2024 actual |
Apr 2025 actual |
Apr 2026 1 Rev. Ana. 1 EPS Ana. |
Apr 2027 1 Rev. Ana. 1 EPS Ana. |
Apr 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.82B
est: 1.85B (-1.4%)
|
1.73B
est: 1.73B (-0.1%)
|
1.72B
est: 1.69B (+1.5%)
|
1.80B
est: 1.77B (+1.6%)
|
1.80B
est: 1.80B (+0.1%)
|
1.83B
est: 1.81B (+1.2%)
|
1.94B
est: 1.91B (+1.9%)
|
2.08B
est: 2.08B (+0.3%)
|
2.02B
est: 2.02B (+0.2%)
|
1.87B
est: 1.83B (+2.6%)
|
1.68B
est: 1.67B (+0.5%)
|
1.68B
1.68B – 1.68B
+0.5% YoY
|
1.78B
1.78B – 1.78B
+6.0% YoY
|
1.84B
1.84B – 1.84B
+3.4% YoY
|
| EBITDA |
420.47M
est: 294.42M (+42.8%)
|
372.57M
est: 275.31M (+35.3%)
|
376.07M
est: 269.82M (+39.4%)
|
417.62M
est: 281.61M (+48.3%)
|
388.26M
est: 286.51M (+35.5%)
|
361.30M
est: 288.38M (+25.3%)
|
424.11M
est: 303.48M (+39.7%)
|
449.83M
est: 330.94M (+35.9%)
|
288.60M
est: 320.98M (-10.1%)
|
43.45M
est: 271.00M (-84.0%)
|
345.02M
est: 247.88M (+39.2%)
|
249.15M
249.15M – 249.15M
+0.5% YoY
|
264.20M
264.20M – 264.20M
+6.0% YoY
|
273.11M
273.11M – 273.11M
+3.4% YoY
|
| EBIT |
266.54M
est: 107.90M (+147.0%)
|
216.72M
est: 100.90M (+114.8%)
|
219.51M
est: 98.89M (+122.0%)
|
263.63M
est: 103.21M (+155.4%)
|
227.11M
est: 105.00M (+116.3%)
|
181.97M
est: 105.69M (+72.2%)
|
218.82M
est: 111.22M (+96.7%)
|
229.46M
est: 121.29M (+89.2%)
|
70.85M
est: 117.64M (-39.8%)
|
-138.04M
est: 422.07M (-132.7%)
|
195.43M
est: 386.05M (-49.4%)
|
388.04M
388.04M – 388.04M
+0.5% YoY
|
411.48M
411.48M – 411.48M
+6.0% YoY
|
425.35M
425.35M – 425.35M
+3.4% YoY
|
| Net Income |
176.87M
est: 178.93M (-1.2%)
|
145.78M
est: 148.04M (-1.5%)
|
113.64M
est: 151.33M (-24.9%)
|
192.19M
est: 180.39M (+6.5%)
|
168.26M
est: 161.57M (+4.1%)
|
-74.29M
est: 118.71M (-162.6%)
|
148.26M
est: 148.32M (0.0%)
|
148.31M
est: 222.06M (-33.2%)
|
17.23M
est: 186.42M (-90.8%)
|
-200.32M
est: -106.54M (-88.0%)
|
84.16M
est: 189.30M (-55.5%)
|
223.64M
223.64M – 223.64M
+18.1% YoY
|
255.59M
255.59M – 255.59M
+14.3% YoY
|
282.21M
282.21M – 282.21M
+10.4% YoY
|
| SGA |
1.01B
est: 802.38M (+25.3%)
|
994.63M
est: 750.28M (+32.6%)
|
988.60M
est: 735.34M (+34.4%)
|
953.22M
est: 767.47M (+24.2%)
|
963.58M
est: 780.81M (+23.4%)
|
996.06M
est: 785.92M (+26.7%)
|
1.02B
est: 827.06M (+23.7%)
|
1.08B
est: 901.90M (+19.7%)
|
1.04B
est: 874.77M (+18.6%)
|
1.01B
est: 975.75M (+3.9%)
|
947.44M
est: 892.50M (+6.2%)
|
897.10M
897.10M – 897.10M
+0.5% YoY
|
951.29M
951.29M – 951.29M
+6.0% YoY
|
983.35M
983.35M – 983.35M
+3.4% YoY
|
| EPS |
3.01
est: 3.26 (-7.8%)
|
2.53
est: 2.70 (-6.3%)
|
1.99
est: 2.76 (-27.9%)
|
3.35
est: 3.29 (+1.8%)
|
2.94
est: 2.95 (-0.2%)
|
-1.32
est: 2.17 (-161.0%)
|
2.65
est: 2.71 (-2.0%)
|
2.66
est: 4.05 (-34.3%)
|
0.31
est: 3.40 (-90.9%)
|
-3.65
est: -2.00 (-82.4%)
|
1.56
est: 3.55 (-56.1%)
|
4.20
4.20 – 4.20
+18.3% YoY
|
4.80
4.80 – 4.80
+14.3% YoY
|
5.30
5.30 – 5.30
+10.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-16 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-06-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-12 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-10 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-09 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-08 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-05 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-04 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-03 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-02 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-01 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
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. | 5.07M | 10.90% | 4.94M | — | 5.07M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 4.67M | 10.00% | — | — | 4.56M | — | IA | Pennsylvania | 2022-09-09 | ↗ |
| 3 | STATE STREET CORPORATION | 3.92M | 8.40% | — | 3.83M | — | 3.92M | HC | BOSTON, MASSACHUSETTS | 2022-02-11 | ↗ |
| 4 | Clarkston Capital Partners, LLC | 3.08M | 6.56% | — | 3.08M | — | 3.08M | IA | Michigan | 2021-02-16 | ↗ |
| 5 | SSGA FUNDS MANAGEMENT, INC. | 2.45M | 5.25% | — | 2.44M | — | 2.45M | IA | BOSTON, MASSACHUSETTS | 2022-02-11 | ↗ |
| 6 | Caraway Jackson Investments LLC | 2.29M | 5.10% | — | 2.29M | — | 2.29M | OO | Cayman Islands | 2024-09-30 | ↗ |
| 7 | EMAI Management, LLC | 2.29M | 5.10% | — | 2.29M | — | 2.29M | OO | Cayman Islands | 2024-09-30 | ↗ |
| 8 | Eli Samaha | 2.29M | 5.10% | — | 2.29M | — | 2.29M | IN | Cayman Islands | 2024-09-30 | ↗ |
| 9 | Madison Avenue GP, LLC | 2.29M | 5.10% | — | 2.29M | — | 2.29M | OO | Cayman Islands | 2024-09-30 | ↗ |
| 10 | Madison Avenue International LP | 2.29M | 5.10% | — | 2.29M | — | 2.29M | PN | Cayman Islands | 2024-09-30 | ↗ |
| 11 | Madison Avenue Partners, LP | 2.29M | 5.10% | — | 2.29M | — | 2.29M | PN | Cayman Islands | 2024-09-30 | ↗ |
| 12 | Eaton Vance Management 04-3101341 | 1.23M | 11.00% | 1.23M | — | 1.23M | — | IA | United States of America | 2014-01-27 | ↗ |
| 13 | Capital Research Global Investors ** | 904.8K | 1.90% | 904.8K | — | 904.8K | — | IA | Delaware | 2016-02-16 | ↗ |
| 14 | 666 Third Ave. - 9th Floor, New York, New York 10017 | 10.00 | 12.00% | — | — | 2.92M | — | IA | Delaware | 2021-02-11 | ↗ |
| 15 | Pioneer Global Asset Management S.p.A (PGAM) | — | 1.60% | — | 952.2K | — | — | FI | Italy | 2016-02-05 | ↗ |
| 16 | Energy Transfer Equity, L.P. | — | 0.00% | 35.0K | — | 2.86M | 32.2K | PN | Pennsylvania | 2013-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 6.13M +147.4K (+2.5%) | 187.80M -54.4M (-22.4%) | 11.55% +0.339 pp | 0.00% -0.001 pp | USD47.65 -35.7% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 4.84M +25.2K (+0.5%) | 148.26M -46.6M (-23.9%) | 9.12% +0.096 pp | 0.00% -0.001 pp | USD50.48 -39.3% | 84 qtrs — |
| 3 | NEUBERGER BERMAN GROUP LLC | 3.07M -205.1K (-6.3%) | 93.96M -38.5M (-29.1%) | 5.78% -0.353 pp | 0.07% -0.027 pp | USD44.11 -30.6% | 58 qtrs — |
| 4 | CLARKSTON CAPITAL PARTNERS, LLC | 2.62M +410.1K (+18.6%) | 80.19M -9.2M (-10.3%) | 4.93% +0.795 pp | 1.86% -0.068 pp | USD38.69 -20.8% | 51 qtrs — |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.81M +234.5K (+14.9%) | 55.37M -8.3M (-13.0%) | 3.41% +0.458 pp | 0.04% -0.007 pp | USD37.35 -18.0% | 11 qtrs — |
| 6 | STATE STREET CORP | 1.70M +24.3K (+1.5%) | 52.55M -15.1M (-22.3%) | 3.20% +0.063 pp | 0.00% -0.001 pp | USD47.87 -36.0% | 51 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.60M +43.0K (+2.8%) | 49.03M -14.0M (-22.2%) | 3.02% +0.097 pp | 0.01% -0.003 pp | USD45.87 -33.2% | 51 qtrs — |
| 8 | MADISON AVENUE PARTNERS, LP | 1.15M -23.4K (-2.0%) | 35.14M -12.2M (-25.8%) | 2.16% -0.032 pp | 1.51% -1.318 pp | USD41.67 -26.5% | 8 qtrs — |
| 9 | BROWN ADVISORY INC | 1.04M -163.4K (-13.5%) | 31.94M -16.9M (-34.6%) | 1.96% -0.296 pp | 0.04% -0.019 pp | USD43.85 -30.1% | 5 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 953.9K -5.2K (-0.5%) | 29.22M -9.6M (-24.7%) | 1.80% +0.000 pp | 0.00% -0.001 pp | USD48.39 -36.7% | 78 qtrs — |
| 11 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 921.3K +921.3K (+100.0%) | 28.22M +28.2M (+100.0%) | 1.74% +1.735 pp | 0.19% +0.194 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 12 | BANK OF NEW YORK MELLON CORP | 827.8K +96.1K (+13.1%) | 25.36M -4.3M (-14.4%) | 1.56% +0.188 pp | 0.00% -0.001 pp | USD43.64 -29.8% | 66 qtrs — |
| 13 | PALISADE CAPITAL MANAGEMENT, LP | 822.2K -119.9K (-12.7%) | 25.18M -12.9M (-33.9%) | 1.55% -0.216 pp | 0.75% -0.289 pp | USD47.18 -35.1% | 55 qtrs — |
| 14 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 794.9K -83.7K (-9.5%) | 24.35M -11.2M (-31.5%) | 1.50% -0.149 pp | 0.07% -0.024 pp | USD46.83 -34.6% | 21 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 672.1K -432.0 (-0.1%) | 20.59M -6.6M (-24.4%) | 1.27% +0.006 pp | 0.00% -0.001 pp | USD48.26 -36.5% | 100 qtrs — |
| 16 | INVESCO LTD. | 636.1K +44.5K (+7.5%) | 19.48M -4.5M (-18.6%) | 1.20% +0.090 pp | 0.00% -0.001 pp | USD41.66 -26.5% | 57 qtrs — |
| 17 | JPMORGAN CHASE & CO | 635.1K -14.9K (-2.3%) | 19.45M -6.9M (-26.1%) | 1.20% -0.022 pp | 0.00% 0.000 pp | USD44.22 -30.7% | 51 qtrs — |
| 18 | MORGAN STANLEY | 621.8K -746.4K (-54.6%) | 19.05M -36.3M (-65.6%) | 1.17% -1.392 pp | 0.00% -0.002 pp | USD46.17 -33.7% | 51 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 533.2K +327.7K (+159.4%) | 16.33M +8.0M (+96.3%) | 1.00% +0.619 pp | 0.00% +0.001 pp | USD35.80 -14.4% | 73 qtrs — |
| 20 | BANK OF MONTREAL /CAN/ | 441.6K +441.6K (+100.0%) | 13.53M +13.5M (+100.0%) | 0.83% +0.832 pp | 0.00% +0.005 pp | USD30.63 +0.0% | 4 qtrs — |
| 21 | MARSHALL WACE, LLP | 400.7K +400.7K (+100.0%) | 12.27M +12.3M (+100.0%) | 0.75% +0.755 pp | 0.01% +0.011 pp | USD30.63 +0.0% | 16 qtrs — |
| 22 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 393.7K -1.9K (-0.5%) | 12.06M -4.0M (-24.7%) | 0.74% +0.000 pp | 1.00% -0.314 pp | USD40.47 -24.3% | 2 qtrs — |
| 23 | NORTHERN TRUST CORP | 382.3K -33.6K (-8.1%) | 11.71M -5.1M (-30.4%) | 0.72% -0.059 pp | 0.00% -0.001 pp | USD49.38 -38.0% | 51 qtrs — |
| 24 | FMR LLC | 378.2K +67.5K (+21.7%) | 11.59M -992.0K (-7.9%) | 0.71% +0.130 pp | 0.00% 0.000 pp | USD40.76 -24.9% | 18 qtrs — |
| 25 | QUBE RESEARCH & TECHNOLOGIES LTD | 351.4K -107.7K (-23.5%) | 10.76M -7.8M (-42.1%) | 0.66% -0.198 pp | 0.01% -0.008 pp | USD42.96 -28.7% | 15 qtrs — |
| 26 | NEW YORK STATE COMMON RETIREMENT FUND | 300.4K +— (+0.0%) | 9.20M -3.0M (-24.3%) | 0.57% +0.003 pp | 0.01% -0.003 pp | USD50.76 -39.7% | 87 qtrs — |
| 27 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 283.5K -162.1K (-36.4%) | 8.68M -9.4M (-51.8%) | 0.53% -0.301 pp | 1.55% -0.965 pp | USD42.48 -27.9% | 6 qtrs — |
| 28 | BALYASNY ASSET MANAGEMENT L.P. | 261.6K +261.6K (+100.0%) | 8.01M +8.0M (+100.0%) | 0.49% +0.493 pp | 0.01% +0.010 pp | USD30.63 +0.0% | 4 qtrs — |
| 29 | SG CAPITAL MANAGEMENT LLC | 252.6K -1.2M (-82.9%) | 7.74M -51.9M (-87.0%) | 0.48% -2.287 pp | 0.74% -4.578 pp | USD44.82 -31.7% | 6 qtrs — |
| 30 | LOOMIS SAYLES & CO L P | 250.3K -12.2K (-4.6%) | 7.67M -3.0M (-27.8%) | 0.47% -0.020 pp | 0.01% -0.003 pp | USD44.29 -30.8% | 60 qtrs — |
| 31 | ALLIANZ ASSET MANAGEMENT GMBH | 240.4K -28.2K (-10.5%) | 7.36M -3.5M (-32.3%) | 0.45% -0.050 pp | 0.01% -0.005 pp | USD43.36 -29.4% | 26 qtrs — |
| 32 | THOMPSON SIEGEL & WALMSLEY LLC | 235.5K +137.2K (+139.7%) | 7.21M +3.2M (+81.4%) | 0.44% +0.260 pp | 0.12% +0.057 pp | USD34.07 -10.1% | 8 qtrs — |
| 33 | VICTORY CAPITAL MANAGEMENT INC | 230.1K +819.0 (+0.4%) | 7.05M -2.2M (-24.0%) | 0.43% +0.004 pp | 0.00% -0.001 pp | USD44.56 -31.3% | 28 qtrs — |
| 34 | ACCESS INVESTMENT MANAGEMENT LLC | 155.9K +— (+0.0%) | 6.31M +— (+0.0%) | 0.29% +0.002 pp | 1.70% +0.000 pp | USD42.85 -28.5% | 3 qtrs — |
| 35 | CITADEL ADVISORS LLC | 204.4K +89.8K (+78.3%) | 6.26M +1.6M (+35.0%) | 0.38% +0.170 pp | 0.00% +0.000 pp | USD34.95 -12.4% | 52 qtrs — |
| 36 | PRINCIPAL FINANCIAL GROUP INC | 195.5K -2.8K (-1.4%) | 5.99M -2.0M (-25.4%) | 0.37% -0.003 pp | 0.00% -0.001 pp | USD46.42 -34.0% | 77 qtrs — |
| 37 | PROSHARE ADVISORS LLC | 190.7K +26.9K (+16.4%) | 5.84M -787.3K (-11.9%) | 0.36% +0.052 pp | 0.01% -0.004 pp | USD43.92 -30.3% | 50 qtrs — |
| 38 | BANK OF AMERICA CORP /DE/ | 183.8K -99.0K (-35.0%) | 5.63M -5.8M (-50.8%) | 0.35% -0.184 pp | 0.00% 0.000 pp | USD44.17 -30.7% | 52 qtrs — |
| 39 | UBS GROUP AG | 164.4K -47.4K (-22.4%) | 5.04M -3.5M (-41.3%) | 0.31% -0.087 pp | 0.00% -0.001 pp | USD42.76 -28.4% | 45 qtrs — |
| 40 | D. E. SHAW & CO., INC. | 147.4K +126.3K (+598.9%) | 4.51M +3.7M (+428.9%) | 0.28% +0.238 pp | 0.00% +0.002 pp | USD31.35 -2.3% | 12 qtrs — |
| 41 | NORDEA INVESTMENT MANAGEMENT AB | 141.5K -13.6K (-8.8%) | 4.35M -1.9M (-29.9%) | 0.27% -0.024 pp | 0.00% -0.002 pp | USD39.62 -22.7% | 20 qtrs — |
| 42 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 141.5K -18.4K (-11.5%) | 4.33M -2.1M (-33.0%) | 0.27% -0.033 pp | 0.01% -0.009 pp | USD40.98 -25.3% | 11 qtrs — |
| 43 | AMERIPRISE FINANCIAL INC | 133.1K -11.8K (-8.1%) | 4.08M -1.8M (-30.5%) | 0.25% -0.021 pp | 0.00% 0.000 pp | USD41.17 -25.6% | 55 qtrs — |
| 44 | AMERICAN CENTURY COMPANIES INC | 128.3K -8.5K (-6.2%) | 3.93M -1.6M (-29.0%) | 0.24% -0.015 pp | 0.00% -0.001 pp | USD41.29 -25.8% | 21 qtrs — |
| 45 | LSV ASSET MANAGEMENT | 127.7K +28.2K (+28.3%) | 3.91M -116.0K (-2.9%) | 0.24% +0.054 pp | 0.01% 0.000 pp | USD38.30 -20.0% | 2 qtrs — |
| 46 | RHUMBLINE ADVISERS | 112.7K +55.0 (+0.0%) | 3.45M -1.1M (-24.3%) | 0.21% +0.001 pp | 0.00% -0.001 pp | USD48.40 -36.7% | 55 qtrs — |
| 47 | LEGAL & GENERAL GROUP PLC | 108.5K -5.7K (-5.0%) | 3.32M -1.3M (-28.1%) | 0.20% -0.010 pp | 0.00% 0.000 pp | USD43.41 -29.4% | 59 qtrs — |
| 48 | UBS ASSET MANAGEMENT AMERICAS INC | 101.2K +3.1K (+3.1%) | 3.10M -871.3K (-21.9%) | 0.19% +0.007 pp | 0.00% 0.000 pp | USD43.75 -30.0% | 55 qtrs — |
| 49 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 100.8K +100.8K (+100.0%) | 3.09M +3.1M (+100.0%) | 0.19% +0.190 pp | 0.01% +0.005 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 50 | BESSEMER GROUP INC | 100.4K +100.3K (+91,974.3%) | 3.07M +3.1M (+76,750.0%) | 0.19% +0.189 pp | 0.00% +0.005 pp | USD30.65 -0.1% | 6 qtrs — |
| 51 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 99.3K +99.3K (+100.0%) | 3.04M +3.0M (+100.0%) | 0.19% +0.187 pp | 0.01% +0.011 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 52 | HRT FINANCIAL LP | 92.5K -18.6K (-16.8%) | 2.83M -1.7M (-37.0%) | 0.17% -0.034 pp | 0.01% -0.008 pp | USD41.80 -26.7% | 6 qtrs — |
| 53 | RAYMOND JAMES FINANCIAL INC | 92.4K -473.0K (-83.7%) | 2.83M -20.1M (-87.6%) | 0.17% -0.885 pp | 0.00% -0.007 pp | USD43.71 -29.9% | 5 qtrs — |
| 54 | KENDALL CAPITAL MANAGEMENT | 88.2K -10.0K (-10.2%) | 2.70M -1.3M (-32.0%) | 0.17% -0.018 pp | 0.57% -0.331 pp | USD40.29 -24.0% | 13 qtrs — |
| 55 | ATOM INVESTORS LP | 85.7K +7.5K (+9.6%) | 2.62M -539.1K (-17.0%) | 0.16% +0.015 pp | 0.21% -0.031 pp | USD42.63 -28.1% | 9 qtrs — |
| 56 | SWISS NATIONAL BANK | 83.3K +1.1K (+1.3%) | 2.55M -775.2K (-23.3%) | 0.16% +0.003 pp | 0.00% 0.000 pp | USD45.68 -32.9% | 51 qtrs — |
| 57 | XTX TOPCO LTD | 82.2K +82.2K (+100.0%) | 2.52M +2.5M (+100.0%) | 0.15% +0.155 pp | 0.07% +0.066 pp | USD30.63 +0.0% | 12 qtrs — |
| 58 | FIRST TRUST ADVISORS LP | 75.0K +47.3K (+170.8%) | 2.30M +1.2M (+104.9%) | 0.14% +0.089 pp | 0.00% +0.001 pp | USD34.88 -12.2% | 5 qtrs — |
| 59 | NUVEEN, LLC | 74.0K -3.3K (-4.3%) | 2.27M -861.0K (-27.5%) | 0.14% -0.005 pp | 0.00% 0.000 pp | USD44.56 -31.3% | 4 qtrs — |
| 60 | BARCLAYS PLC | 70.1K +1.0K (+1.5%) | 2.15M -1.2M (-35.6%) | 0.13% +0.003 pp | 0.00% 0.000 pp | USD44.03 -30.4% | 51 qtrs — |
| 61 | SPEARS ABACUS ADVISORS LLC | 67.4K +— (+0.0%) | 2.07M -663.4K (-24.3%) | 0.13% +0.001 pp | 0.04% -0.013 pp | USD38.42 -20.3% | 8 qtrs — |
| 62 | AQR CAPITAL MANAGEMENT LLC | 67.2K -11.0K (-14.0%) | 2.06M -1.1M (-34.2%) | 0.13% -0.020 pp | 0.00% -0.001 pp | USD41.63 -26.4% | 49 qtrs — |
| 63 | CLARK ESTATES INC/NY | 67.0K +9.7K (+17.0%) | 2.05M -264.8K (-11.4%) | 0.13% +0.019 pp | 0.50% -0.031 pp | USD36.39 -15.8% | 10 qtrs — |
| 64 | SEIZERT CAPITAL PARTNERS, LLC | 65.6K +2.2K (+3.4%) | 2.01M -558.2K (-21.7%) | 0.12% +0.005 pp | 0.08% -0.026 pp | USD40.17 -23.7% | 15 qtrs — |
| 65 | WEISS ASSET MANAGEMENT LP | 63.9K +31.4K (+96.6%) | 1.96M +641.3K (+48.8%) | 0.12% +0.059 pp | 0.03% +0.012 pp | USD35.64 -14.1% | 2 qtrs — |
| 66 | ELO MUTUAL PENSION INSURANCE CO | 57.0K +21.4K (+60.0%) | 1.75M +303.9K (+21.1%) | 0.11% +0.041 pp | 0.03% +0.003 pp | USD38.57 -20.6% | 4 qtrs — |
| 67 | SEI INVESTMENTS CO | 57.0K +30.7K (+116.3%) | 1.75M +679.7K (+63.7%) | 0.11% +0.058 pp | 0.00% +0.001 pp | USD35.72 -14.2% | 45 qtrs — |
| 68 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 50.1K +— (+0.0%) | 1.53M -493.0K (-24.3%) | 0.09% +0.001 pp | 0.00% -0.001 pp | USD46.34 -33.9% | 51 qtrs — |
| 69 | WELLS FARGO & COMPANY/MN | 47.0K -34.2K (-42.2%) | 1.44M -1.8M (-56.2%) | 0.09% -0.064 pp | 0.00% 0.000 pp | USD43.33 -29.3% | 57 qtrs — |
| 70 | CARDINAL CAPITAL MANAGEMENT | 45.1K +1.3K (+3.0%) | 1.40M -373.8K (-21.1%) | 0.08% +0.003 pp | 0.19% -0.060 pp | USD45.44 -32.6% | 49 qtrs — |
| 71 | ALLIANCEBERNSTEIN L.P. | 45.3K +— (+0.0%) | 1.39M -445.6K (-24.3%) | 0.09% +0.001 pp | 0.00% 0.000 pp | USD47.49 -35.5% | 61 qtrs — |
| 72 | PRUDENTIAL FINANCIAL INC | 44.7K -2.8K (-5.9%) | 1.37M -552.9K (-28.8%) | 0.08% -0.005 pp | 0.00% -0.001 pp | USD37.26 -17.8% | 77 qtrs — |
| 73 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 44.1K -7.3K (-14.2%) | 1.36M -715.1K (-34.4%) | 0.08% -0.013 pp | 0.00% -0.001 pp | USD44.56 -31.3% | 4 qtrs — |
| 74 | NORGES BANK | 44.0K +44.0K (+100.0%) | 1.35M +1.3M (+100.0%) | 0.08% +0.083 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 75 | PRICE T ROWE ASSOCIATES INC /MD/ | 43.0K +3.7K (+9.4%) | 1.32M -273.0K (-17.2%) | 0.08% +0.007 pp | 0.00% +0.000 pp | USD42.67 -28.2% | 75 qtrs — |
| 76 | JUPITER ASSET MANAGEMENT LTD | 42.4K +— (+0.0%) | 1.30M -417.2K (-24.3%) | 0.08% +0.000 pp | 0.01% -0.004 pp | USD44.63 -31.4% | 3 qtrs — |
| 77 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 40.1K -8.5K (-17.6%) | 1.23M -712.0K (-36.7%) | 0.08% -0.016 pp | 0.00% -0.001 pp | USD42.49 -27.9% | 63 qtrs — |
| 78 | MARTIN & CO INC /TN/ | 39.7K +1.3K (+3.3%) | 1.21M -339.2K (-21.8%) | 0.07% +0.003 pp | 0.21% -0.068 pp | USD47.92 -36.1% | 57 qtrs — |
| 79 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 39.6K -63.0 (-0.2%) | 1.21M -392.1K (-24.4%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD41.51 -26.2% | 52 qtrs — |
| 80 | OXFORD ASSET MANAGEMENT LLP | 38.2K +8.8K (+29.8%) | 1.17M -20.8K (-1.7%) | 0.07% +0.017 pp | 0.48% +0.071 pp | USD38.84 -21.1% | 3 qtrs — |
| 81 | DEUTSCHE BANK AG\ | 36.7K +4.4K (+13.6%) | 1.13M -183.6K (-14.0%) | 0.07% +0.009 pp | 0.00% 0.000 pp | USD42.85 -28.5% | 50 qtrs — |
| 82 | HILLSDALE INVESTMENT MANAGEMENT INC. | 36.2K +1.1K (+3.0%) | 1.11M -313.2K (-22.1%) | 0.07% +0.002 pp | 0.03% -0.012 pp | USD44.20 -30.7% | 4 qtrs — |
| 83 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.8K +35.8K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.07% +0.067 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 17 qtrs — |
| 84 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 34.5K -2.0K (-5.5%) | 1.06M -420.9K (-28.5%) | 0.06% -0.003 pp | 0.01% -0.003 pp | USD39.47 -22.4% | 11 qtrs — |
| 85 | UNCOMMON CENTS INVESTING LLC | 34.3K -895.0 (-2.5%) | 1.05M -373.3K (-26.2%) | 0.06% -0.001 pp | 0.25% -0.100 pp | USD46.96 -34.8% | 25 qtrs — |
| 86 | MILLENNIUM MANAGEMENT LLC | 34.1K +26.4K (+340.9%) | 1.04M +731.7K (+233.7%) | 0.06% +0.050 pp | 0.00% +0.000 pp | USD33.56 -8.7% | 48 qtrs — |
| 87 | CALDWELL SUTTER CAPITAL, INC. | 33.8K +— (+0.0%) | 1.04M -332.7K (-24.3%) | 0.06% +0.000 pp | 0.44% -0.145 pp | USD39.89 -23.2% | 13 qtrs — |
| 88 | RUSSELL INVESTMENTS GROUP, LTD. | 29.5K +1.1K (+3.8%) | 904.2K -246.3K (-21.4%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD39.82 -23.1% | 37 qtrs — |
| 89 | FRANKLIN RESOURCES INC | 29.5K -127.0 (-0.4%) | 903.5K -295.4K (-24.6%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD37.73 -18.8% | 11 qtrs — |
| 90 | INVENOMIC CAPITAL MANAGEMENT LP | 28.3K +28.3K (+100.0%) | 865.9K +865.9K (+100.0%) | 0.05% +0.053 pp | 0.04% +0.040 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 91 | THRIVENT FINANCIAL FOR LUTHERANS | 28.2K -1.5K (-5.0%) | 863.0K -337.0K (-28.1%) | 0.05% -0.003 pp | 0.00% -0.001 pp | USD40.25 -23.9% | 48 qtrs — |
| 92 | ACADIAN ASSET MANAGEMENT LLC | 27.7K +23.3K (+519.9%) | 847.0K +667.0K (+370.6%) | 0.05% +0.044 pp | 0.00% +0.001 pp | USD32.22 -4.9% | 41 qtrs — |
| 93 | SQUAREPOINT OPS LLC | 26.7K +13.0K (+95.5%) | 817.5K +265.1K (+48.0%) | 0.05% +0.025 pp | 0.00% +0.000 pp | USD35.66 -14.1% | 4 qtrs — |
| 94 | ILLINOIS MUNICIPAL RETIREMENT FUND | 25.4K +4.5K (+21.6%) | 779.2K -67.4K (-8.0%) | 0.05% +0.009 pp | 0.01% -0.001 pp | USD37.46 -18.2% | 10 qtrs — |
| 95 | GSA CAPITAL PARTNERS LLP | 24.7K +24.7K (+100.0%) | 757.0K +757.0K (+100.0%) | 0.05% +0.047 pp | 0.07% +0.065 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 96 | BRICKWOOD ASSET MANAGEMENT LLP | 23.6K +23.6K (+100.0%) | 723.5K +723.5K (+100.0%) | 0.04% +0.045 pp | 0.50% +0.503 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 97 | SG AMERICAS SECURITIES, LLC | 23.3K +2.6K (+12.3%) | 713.0K -126.0K (-15.0%) | 0.04% +0.005 pp | 0.00% -0.002 pp | USD39.39 -22.2% | 51 qtrs — |
| 98 | METLIFE INVESTMENT MANAGEMENT, LLC | 23.0K -1.6K (-6.3%) | 705.3K -289.6K (-29.1%) | 0.04% -0.003 pp | 0.00% -0.001 pp | USD56.13 -45.4% | 33 qtrs — |
| 99 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 23.0K +23.0K (+100.0%) | 704.5K +704.5K (+100.0%) | 0.04% +0.043 pp | 0.04% +0.044 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 100 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 22.7K -48.9K (-68.3%) | 694.0K -2.2M (-76.0%) | 0.04% -0.092 pp | 0.01% -0.022 pp | USD40.27 -23.9% | 33 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Weber Andrew | Officer | A-Award | A | Restricted Stock Units | 11,927 | 0.00 | — | 11,927 | D | ↗ |
| 2026-05-27 | Silver Deirdre P. | Officer | A-Award | A | Restricted Stock Units | 10,223 | 0.00 | — | 10,223 | D | ↗ |
| 2026-05-27 | Monaco Kevin | Officer | A-Award | A | Restricted Stock Units | 3,835 | 0.00 | — | 3,835 | D | ↗ |
| 2026-05-27 | McMahan Danielle | Officer | A-Award | A | Restricted Stock Units | 15,810 | 0.00 | — | 15,810 | D | ↗ |
| 2026-05-27 | Kissner Matthew | Director / Officer | A-Award | A | Restricted Stock Units | 55,692 | 0.00 | — | 55,692 | D | ↗ |
| 2026-05-27 | Caridi Christopher | Officer | A-Award | A | Restricted Stock Units | 4,319 | 0.00 | — | 4,319 | D | ↗ |
| 2026-05-27 | Albright Craig Morrow | Officer | A-Award | A | Restricted Stock Units | 16,121 | 0.00 | — | 16,121 | D | ↗ |
| 2026-05-11 | Kowalski Jessica Patricia | Officer | A-Award | A | Restricted Stock Units | 36,792 | 0.00 | — | 36,792 | D | ↗ |
| 2026-04-30 | Weber Andrew | Officer | M-Exempt | A | Class A Common | 2,007 | 0.00 | — | 12,947 | D | ↗ |
| 2026-04-30 | Silver Deirdre P. | Officer | M-Exempt | A | Class A Common | 1,815 | 0.00 | — | 30,007 | D | ↗ |
| 2026-04-30 | Monaco Kevin | Officer | M-Exempt | A | Class A Common | 508 | 0.00 | — | 12,740 | D | ↗ |
| 2026-04-30 | McMahan Danielle | Officer | M-Exempt | D | Restricted Stock Units | 1,914 | 0.00 | — | 5,745 | D | ↗ |
| 2026-04-30 | Kissner Matthew | Director / Officer | M-Exempt | A | Class A Common | 6,798 | 0.00 | — | 29,187 | D | ↗ |
| 2026-04-30 | Flynn Jay | Officer | F-InKind | D | Class A Common | 5,470 | 40.93 | 223.9K | 21,180 | D | ↗ |
| 2026-04-30 | Caridi Christopher | Officer | M-Exempt | A | Class A Common | 555 | 0.00 | — | 10,001 | D | ↗ |
| 2026-04-30 | Albright Craig Morrow | Officer | M-Exempt | D | Restricted Stock Units | 2,714 | 0.00 | — | 8,142 | D | ↗ |
| 2026-04-23 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 132 | 0.00 | — | 15,501 | D | ↗ |
| 2026-04-23 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 45 | 0.00 | — | 5,337 | D | ↗ |
| 2026-04-23 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 536 | 0.00 | — | 62,945 | D | ↗ |
| 2026-04-23 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 122 | 0.00 | — | 14,290 | D | ↗ |
| 2026-04-23 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 267 | 0.00 | — | 31,389 | D | ↗ |
| 2026-04-23 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 361 | 0.00 | — | 42,373 | D | ↗ |
| 2026-04-23 | Andresen Katherine Dunn | Director | A-Award | A | Phantom Stock Units | 36 | 0.00 | — | 4,181 | D | ↗ |
| 2026-01-15 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 174 | 0.00 | — | 15,369 | D | ↗ |
| 2026-01-15 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 60 | 0.00 | — | 5,291 | D | ↗ |
| 2026-01-15 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 706 | 0.00 | — | 62,409 | D | ↗ |
| 2026-01-15 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 160 | 0.00 | — | 14,168 | D | ↗ |
| 2026-01-15 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 352 | 0.00 | — | 31,121 | D | ↗ |
| 2026-01-15 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 476 | 0.00 | — | 42,012 | D | ↗ |
| 2026-01-15 | Andresen Katherine Dunn | Director | A-Award | A | Phantom Stock Units | 47 | 0.00 | — | 4,145 | D | ↗ |
| 2026-01-09 | WILEY DEBORAH E | 10% Owner | D-Return | D | Class A Common Stock | 75,000 | 30.53 | 2.29M | 659,529 | D | ↗ |
| 2025-10-23 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 144 | 0.00 | — | 15,195 | D | ↗ |
| 2025-10-23 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 50 | 0.00 | — | 5,231 | D | ↗ |
| 2025-10-23 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 587 | 0.00 | — | 61,703 | D | ↗ |
| 2025-10-23 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 133 | 0.00 | — | 14,008 | D | ↗ |
| 2025-10-23 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 293 | 0.00 | — | 30,769 | D | ↗ |
| 2025-10-23 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 395 | 0.00 | — | 41,536 | D | ↗ |
| 2025-10-23 | Andresen Katherine Dunn | Director | A-Award | A | Phantom Stock Units | 39 | 0.00 | — | 4,098 | D | ↗ |
| 2025-09-25 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 15,051 | D | ↗ |
| 2025-09-25 | PESCE WILLIAM J | Director | A-Award | A | Restricted Stock Units | 3,275 | 0.00 | — | 3,275 | D | ↗ |
| 2025-09-25 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 5,181 | D | ↗ |
| 2025-09-25 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 61,116 | D | ↗ |
| 2025-09-25 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 13,875 | D | ↗ |
| 2025-09-25 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 30,477 | D | ↗ |
| 2025-09-25 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 41,142 | D | ↗ |
| 2025-09-25 | Andresen Katherine Dunn | Director | A-Award | A | Phantom Stock Units | 3,275 | 0.00 | — | 4,059 | D | ↗ |
| 2025-09-24 | PESCE WILLIAM J | Director | M-Exempt | A | Class A Common | 2,758 | 40.11 | 110.6K | 88,108 | D | ↗ |
| 2025-07-24 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 105 | 0.00 | — | 11,775 | D | ↗ |
| 2025-07-24 | Silver Deirdre P. | Officer | A-Award | A | Class A Common | 223 | 39.63 | 8.8K | 25,143 | D | ↗ |
| 2025-07-24 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 17 | 0.00 | — | 1,906 | D | ↗ |
| 2025-07-24 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 516 | 0.00 | — | 57,841 | D | ↗ |
| 2025-07-24 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 95 | 0.00 | — | 10,599 | D | ↗ |
| 2025-07-24 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 243 | 0.00 | — | 27,201 | D | ↗ |
| 2025-07-24 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 338 | 0.00 | — | 37,866 | D | ↗ |
| 2025-07-24 | Andresen Katherine Dunn | Director | A-Award | A | Phantom Stock Units | 7 | 0.00 | — | 784 | D | ↗ |
| 2025-07-02 | Flynn Jay | Officer | S-Sale | D | Class A Common | 5,300 | 43.30 | 229.5K | 15,427 | D | ↗ |
| 2025-07-01 | Caridi Christopher | Officer | S-Sale | D | Class A Common | 5,665 | 44.14 | 250.1K | 7,928 | D | ↗ |
| 2025-06-30 | Weber Andrew | Officer | M-Exempt | D | Restricted Stock Units | 3,149 | 0.00 | — | 0 | D | ↗ |
| 2025-06-30 | Silver Deirdre P. | Officer | M-Exempt | A | Class A Common | 6,052 | 0.00 | — | 27,688 | D | ↗ |
| 2025-06-30 | Monaco Kevin | Officer | M-Exempt | D | Non-Qualified Stock Options (right to buy) | 3,000 | 32.68 | 98.0K | 7,000 | D | ↗ |
| 2025-06-30 | McMahan Danielle | Officer | M-Exempt | A | Class A Common | 6,427 | 0.00 | — | 19,181 | D | ↗ |
| 2025-06-30 | Flynn Jay | Officer | M-Exempt | D | Restricted Stock Units | 8,128 | 0.00 | — | 0 | D | ↗ |
| 2025-06-30 | Caridi Christopher | Officer | M-Exempt | D | Restricted Stock Units | 905 | 0.00 | — | 1,810 | D | ↗ |
| 2025-06-27 | Andresen Katherine Dunn | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-26 | Kissner Matthew | Director / Officer | A-Award | A | Restricted Stock Units | 37,503 | 0.00 | — | 37,503 | D | ↗ |
| 2025-06-26 | Albright Craig Morrow | Officer | A-Award | A | Restricted Stock Units | 10,856 | 0.00 | — | 10,856 | D | ↗ |
| 2025-06-25 | Weber Andrew | Officer | A-Award | A | Restricted Stock Units | 8,031 | 0.00 | — | 8,031 | D | ↗ |
| 2025-06-25 | Silver Deirdre P. | Officer | A-Award | A | Restricted Stock Units | 6,884 | 0.00 | — | 6,884 | D | ↗ |
| 2025-06-25 | Monaco Kevin | Officer | A-Award | A | Restricted Stock Units | 1,808 | 0.00 | — | 1,808 | D | ↗ |
| 2025-06-25 | McMahan Danielle | Officer | A-Award | A | Restricted Stock Units | 7,659 | 0.00 | — | 7,659 | D | ↗ |
| 2025-06-25 | Flynn Jay | Officer | A-Award | A | Restricted Stock Units | 12,337 | 0.00 | — | 12,337 | D | ↗ |
| 2025-06-25 | Caridi Christopher | Officer | A-Award | A | Restricted Stock Units | 2,221 | 0.00 | — | 2,221 | D | ↗ |
| 2025-05-28 | Weber Andrew | Officer | A-Award | A | Restricted Stock Units | 3,149 | 0.00 | — | 3,149 | D | ↗ |
| 2025-05-28 | Silver Deirdre P. | Officer | A-Award | A | Restricted Stock Units | 6,052 | 0.00 | — | 6,052 | D | ↗ |
| 2025-05-28 | Monaco Kevin | Officer | A-Award | A | Restricted Stock Units | 1,829 | 0.00 | — | 1,829 | D | ↗ |
| 2025-05-28 | McMahan Danielle | Officer | A-Award | A | Restricted Stock Units | 6,427 | 0.00 | — | 6,427 | D | ↗ |
| 2025-05-28 | Flynn Jay | Officer | A-Award | A | Restricted Stock Units | 8,128 | 0.00 | — | 8,128 | D | ↗ |
| 2025-05-28 | Caridi Christopher | Officer | A-Award | A | Restricted Stock Units | 2,061 | 0.00 | — | 2,061 | D | ↗ |
| 2025-04-30 | Weber Andrew | Officer | M-Exempt | A | Class A Common | 884 | 0.00 | — | 6,026 | D | ↗ |
| 2025-04-30 | Silver Deirdre P. | Officer | M-Exempt | D | Restricted Stock Units | 1,815 | 0.00 | — | 5,445 | D | ↗ |
| 2025-04-30 | Monaco Kevin | Officer | F-InKind | D | Class A Common | 575 | 43.64 | 25.1K | 9,609 | D | ↗ |
| 2025-04-30 | McMahan Danielle | Officer | M-Exempt | A | Class A Common | 2,019 | 0.00 | — | 15,326 | D | ↗ |
| 2025-04-30 | Kissner Matthew | Director / Officer | M-Exempt | A | Class A Common | 6,798 | 0.00 | — | 23,410 | D | ↗ |
| 2025-04-30 | Flynn Jay | Officer | M-Exempt | D | Restricted Stock Units | 1,557 | 0.00 | — | 1,557 | D | ↗ |
| 2025-04-30 | Caridi Christopher | Officer | F-InKind | D | Class A Common | 711 | 43.64 | 31.0K | 11,629 | D | ↗ |
| 2025-04-24 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 94 | 0.00 | — | 11,670 | D | ↗ |
| 2025-04-24 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 15 | 0.00 | — | 1,890 | D | ↗ |
| 2025-04-24 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 459 | 0.00 | — | 57,324 | D | ↗ |
| 2025-04-24 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 84 | 0.00 | — | 10,505 | D | ↗ |
| 2025-04-24 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 216 | 0.00 | — | 26,959 | D | ↗ |
| 2025-04-24 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 301 | 0.00 | — | 37,528 | D | ↗ |
| 2025-03-11 | Dobson David C | Director | S-Sale | D | Class A Common | 1,349 | 46.01 | 62.1K | 0 | D | ↗ |
| 2025-03-10 | Dobson David C | Director | S-Sale | D | Class A Common | 2,041 | 46.00 | 93.9K | 1,349 | D | ↗ |
| 2025-02-28 | Madden Karen N | Director | A-Award | A | Phantom Stock Units | 1,874 | 0.00 | — | 1,874 | D | ↗ |
| 2025-01-11 | Bell George | Director | A-Award | A | Phantom stock unit | 302 | 0.00 | — | 26,355 | D | ↗ |
| 2025-01-10 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 96 | 0.00 | — | 11,577 | D | ↗ |
| 2025-01-10 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 472 | 0.00 | — | 56,865 | D | ↗ |
| 2025-01-10 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 87 | 0.00 | — | 10,420 | D | ↗ |
| 2025-01-10 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 222 | 0.00 | — | 26,742 | D | ↗ |
| 2025-01-10 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 309 | 0.00 | — | 37,227 | D | ↗ |
| 2024-12-12 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 320 | 0.00 | — | 36,037 | D | ↗ |
| 2024-11-22 | Weber Andrew | Officer | — | — | Restricted Stock Units | 4,528 | 0.00 | — | 0 | D | ↗ |
| 2024-10-24 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 81 | 0.00 | — | 11,481 | D | ↗ |
| 2024-10-24 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 400 | 0.00 | — | 56,393 | D | ↗ |
| 2024-10-24 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 73 | 0.00 | — | 10,334 | D | ↗ |
| 2024-10-24 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 188 | 0.00 | — | 26,520 | D | ↗ |
| 2024-10-24 | Birnbaum Beth A | Director | A-Award | A | Phantom Stock Units | 152 | 0.00 | — | 21,376 | D | ↗ |
| 2024-10-24 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 262 | 0.00 | — | 36,918 | D | ↗ |
| 2024-10-24 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 253 | 0.00 | — | 35,718 | D | ↗ |
| 2024-10-08 | McMahan Danielle | Officer | S-Sale | D | Class A Common | 2,318 | 49.41 | 114.5K | 8,978 | D | ↗ |
| 2024-09-26 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 2,758 | 0.00 | — | 11,399 | D | ↗ |
| 2024-09-26 | PESCE WILLIAM J | Director | A-Award | A | Restricted Stock Units | 2,758 | 0.00 | — | 2,758 | D | ↗ |
| 2024-09-26 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 2,758 | 0.00 | — | 55,993 | D | ↗ |
| 2024-09-26 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 2,758 | 0.00 | — | 10,261 | D | ↗ |
| 2024-09-26 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 2,758 | 0.00 | — | 26,332 | D | ↗ |
| 2024-09-26 | Birnbaum Beth A | Director | A-Award | A | Phantom Stock Units | 2,758 | 0.00 | — | 21,225 | D | ↗ |
| 2024-09-26 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 2,758 | 0.00 | — | 36,657 | D | ↗ |
| 2024-09-26 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 358 | 0.00 | — | 32,706 | D | ↗ |
| 2024-09-25 | PESCE WILLIAM J | Director | M-Exempt | A | Class A Common | 3,218 | 45.83 | 147.5K | 85,350 | D | ↗ |
| 2024-07-25 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 65 | 0.00 | — | 8,641 | — | ↗ |
| 2024-07-25 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 399 | 0.00 | — | 53,235 | — | ↗ |
| 2024-07-25 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 56 | 0.00 | — | 7,502 | — | ↗ |
| 2024-07-25 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 177 | 0.00 | — | 23,574 | — | ↗ |
| 2024-07-25 | Birnbaum Beth A | Director | A-Award | A | Phantom Stock Units | 138 | 0.00 | — | 18,466 | — | ↗ |
| 2024-07-25 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 254 | 0.00 | — | 33,898 | — | ↗ |
| 2024-07-25 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 242 | 0.00 | — | 32,348 | — | ↗ |
| 2024-07-15 | Kissner Matthew | Director / Officer | A-Award | A | Restricted Stock Units | 27,192 | 0.00 | — | 27,192 | — | ↗ |
| 2024-07-01 | Van Tassell Christina | Officer | M-Exempt | D | Restricted Stock Units | 12,203 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | Silver Deirdre P. | Officer | M-Exempt | D | Restricted Stock Units | 4,295 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | Monaco Kevin | Officer | M-Exempt | D | Restricted Stock Units | 1,421 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | McMahan Danielle | Officer | F-InKind | D | Class A Common | 2,792 | 40.69 | 113.6K | 11,296 | — | ↗ |
| 2024-07-01 | Matin Aref | Officer | M-Exempt | A | Class A Common | 9,638 | 0.00 | — | 44,681 | — | ↗ |
| 2024-07-01 | Flynn Jay | Officer | M-Exempt | A | Class A Common | 3,185 | 0.00 | — | 14,102 | — | ↗ |
| 2024-07-01 | Caridi Christopher | Officer | M-Exempt | A | Class A Common | 904 | 0.00 | — | 9,749 | — | ↗ |
| 2024-06-27 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 421 | 0.00 | — | 32,105 | — | ↗ |
| 2024-06-26 | Van Tassell Christina | Officer | A-Award | A | Restricted Stock Units | 13,531 | 0.00 | — | 13,531 | — | ↗ |
| 2024-06-26 | Silver Deirdre P. | Officer | A-Award | A | Restricted Stock Units | 7,260 | 0.00 | — | 7,260 | — | ↗ |
| 2024-06-26 | Monaco Kevin | Officer | A-Award | A | Restricted Stock Units | 2,030 | 0.00 | — | 2,030 | — | ↗ |
| 2024-06-26 | McMahan Danielle | Officer | A-Award | A | Restricted Stock Units | 8,077 | 0.00 | — | 8,077 | — | ↗ |
| 2024-06-26 | Matin Aref | Officer | A-Award | A | Restricted Stock Units | 11,970 | 0.00 | — | 11,970 | — | ↗ |
| 2024-06-26 | Flynn Jay | Officer | A-Award | A | Restricted Stock Units | 13,011 | 0.00 | — | 13,011 | — | ↗ |
| 2024-06-26 | Caridi Christopher | Officer | A-Award | A | Restricted Stock Units | 2,186 | 0.00 | — | 2,186 | — | ↗ |
| 2024-06-18 | Van Tassell Christina | Officer | S-Sale | D | Class A Common | 7,530 | 39.54 | 297.7K | 11,473 | — | ↗ |
| 2024-06-17 | Dobson David C | Director | S-Sale | D | Class A Common | 10,000 | 39.76 | 397.6K | 3,390 | — | ↗ |
| 2024-05-29 | Zipper Todd | Officer | A-Award | A | Restricted Stock Units | 8,907 | 0.00 | — | 8,907 | — | ↗ |
| 2024-05-29 | Van Tassell Christina | Officer | A-Award | A | Restricted Stock Units | 12,203 | 0.00 | — | 12,203 | — | ↗ |
| 2024-05-29 | Silver Deirdre P. | Officer | A-Award | A | Restricted Stock Units | 4,295 | 0.00 | — | 4,295 | — | ↗ |
| 2024-05-29 | Monaco Kevin | Officer | A-Award | A | Restricted Stock Units | 1,421 | 0.00 | — | 1,421 | — | ↗ |
| 2024-05-29 | McMahan Danielle | Officer | A-Award | A | Restricted Stock Units | 5,046 | 0.00 | — | 5,046 | — | ↗ |
| 2024-05-29 | Matin Aref | Officer | A-Award | A | Restricted Stock Units | 9,638 | 0.00 | — | 9,638 | — | ↗ |
| 2024-05-29 | Flynn Jay | Officer | A-Award | A | Restricted Stock Units | 3,185 | 0.00 | — | 3,185 | — | ↗ |
| 2024-05-29 | Caridi Christopher | Officer | A-Award | A | Restricted Stock Units | 1,677 | 0.00 | — | 1,677 | — | ↗ |
| 2024-04-30 | Zipper Todd | Officer | M-Exempt | D | Restricted Stock Units | 3,076 | 0.00 | — | 9,229 | — | ↗ |
| 2024-04-30 | Wiley Jesse Caleb | Director / 10% Owner | — | — | Class B Common | 0 | 0.00 | — | 24,565 | D | ↗ |
| 2024-04-30 | Van Tassell Christina | Officer | F-InKind | D | Class A Common | 4,873 | 37.57 | 183.1K | 19,003 | — | ↗ |
| 2024-04-30 | Silver Deirdre P. | Officer | M-Exempt | A | Class A Common | 1,889 | 0.00 | — | 18,514 | — | ↗ |
| 2024-04-30 | Monaco Kevin | Officer | M-Exempt | A | Class A Common | 511 | 0.00 | — | 8,111 | — | ↗ |
| 2024-04-30 | McMahan Danielle | Officer | M-Exempt | A | Class A Common | 2,107 | 0.00 | — | 12,101 | — | ↗ |
| 2024-04-30 | Matin Aref | Officer | M-Exempt | D | Restricted Stock Units | 1,908 | 0.00 | — | 0 | — | ↗ |
| 2024-04-30 | KISSNER MATTHEW S | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-30 | Flynn Jay | Officer | M-Exempt | D | Restricted Stock Units | 932 | 0.00 | — | 0 | — | ↗ |
| 2024-04-30 | Caridi Christopher | Officer | M-Exempt | A | Class A Common | 329 | 0.00 | — | 8,587 | — | ↗ |
| 2024-04-25 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 78 | 0.00 | — | 8,576 | — | ↗ |
| 2024-04-25 | Silver Deirdre P. | Officer | A-Award | A | Class A Common | 124 | 38.14 | 4.7K | 13,632 | — | ↗ |
| 2024-04-25 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 483 | 0.00 | — | 52,836 | — | ↗ |
| 2024-04-25 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 68 | 0.00 | — | 7,446 | — | ↗ |
| 2024-04-25 | Dobson David C | Director | A-Award | A | Class A Common | 122 | 38.13 | 4.7K | 13,390 | — | ↗ |
| 2024-04-25 | Birnbaum Beth A | Director | A-Award | A | Phantom Stock Units | 167 | 0.00 | — | 18,328 | — | ↗ |
| 2024-04-25 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 307 | 0.00 | — | 33,644 | — | ↗ |
| 2024-04-25 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 290 | 0.00 | — | 31,684 | — | ↗ |
| 2024-04-11 | McMahan Danielle | Officer | S-Sale | D | Class A Common | 3,459 | 38.71 | 133.9K | 6,659 | — | ↗ |
| 2024-04-10 | Flynn Jay | Officer | S-Sale | D | Class A Common | 6,114 | 38.82 | 237.3K | 8,069 | — | ↗ |
| 2024-03-27 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 494 | 0.00 | — | 31,394 | — | ↗ |
| 2024-01-12 | Dobson David C | Director | A-Award | A | Class A Common | 143 | 31.98 | 4.6K | 13,268 | — | ↗ |
| 2024-01-11 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 93 | 0.00 | — | 8,498 | — | ↗ |
| 2024-01-11 | Silver Deirdre P. | Officer | A-Award | A | Class A Common | 149 | 31.48 | 4.7K | 13,508 | — | ↗ |
| 2024-01-11 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 572 | 0.00 | — | 52,353 | — | ↗ |
| 2024-01-11 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 81 | 0.00 | — | 7,378 | — | ↗ |
| 2024-01-11 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 253 | 0.00 | — | 23,184 | — | ↗ |
| 2024-01-11 | Birnbaum Beth A | Director | A-Award | A | Phantom Stock Units | 198 | 0.00 | — | 18,160 | — | ↗ |
| 2024-01-11 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 364 | 0.00 | — | 33,337 | — | ↗ |
| 2024-01-11 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 337 | 0.00 | — | 30,900 | — | ↗ |
| 2024-01-09 | Zipper Todd | Officer | S-Sale | D | Class A Common | 3,935 | 31.12 | 122.5K | 16,787 | — | ↗ |
| 2023-12-14 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 458 | 0.00 | — | 30,563 | — | ↗ |
| 2023-11-22 | Van Tassell Christina | Officer | M-Exempt | D | Restricted Stock Units | 11,964 | 0.00 | — | 0 | — | ↗ |
| 2023-11-02 | Van Tassell Christina | Officer | A-Award | A | Non-Qualified Stock Options (right to buy) | 20,000 | 35.00 | 700.0K | 20,000 | — | ↗ |
| 2023-11-02 | Silver Deirdre P. | Officer | A-Award | A | Non-Qualified Stock Options (right to buy) | 20,000 | 35.00 | 700.0K | 20,000 | — | ↗ |
| 2023-11-02 | McMahan Danielle | Officer | A-Award | A | Non-Qualified Stock Options (right to buy) | 20,000 | 35.00 | 700.0K | 20,000 | — | ↗ |
| 2023-11-02 | Matin Aref | Officer | A-Award | A | Non-Qualified Stock Options (right to buy) | 20,000 | 35.00 | 700.0K | 20,000 | — | ↗ |
| 2023-11-02 | KISSNER MATTHEW S | Officer | A-Award | A | Non-Qualified Stock Options (right to buy) | 20,000 | 35.00 | 700.0K | 20,000 | — | ↗ |
| 2023-11-02 | Flynn Jay | Officer | A-Award | A | Non-Qualified Stock Options (right to buy) | 20,000 | 35.00 | 700.0K | 20,000 | — | ↗ |
| 2023-10-30 | Dobson David C | Director | A-Award | A | Class A Common | 92 | 30.34 | 2.8K | 13,125 | — | ↗ |
| 2023-10-25 | Singh Inder M | Director | A-Award | A | Phantom Stock Units | 96 | 0.00 | — | 8,405 | — | ↗ |
| 2023-10-25 | Silver Deirdre P. | Officer | A-Award | A | Class A Common | 150 | 30.76 | 4.6K | 13,359 | — | ↗ |
| 2023-10-25 | MCDANIEL RAYMOND W | Director | A-Award | A | Phantom Stock Units | 590 | 0.00 | — | 51,781 | — | ↗ |
| 2023-10-25 | Hemphill Brian O | Director | A-Award | A | Phantom Stock Units | 83 | 0.00 | — | 7,298 | — | ↗ |
| 2023-10-25 | Dobson David C | Director | A-Award | A | Phantom Stock Units | 261 | 0.00 | — | 22,930 | — | ↗ |
| 2023-10-25 | Birnbaum Beth A | Director | A-Award | A | Phantom Stock Units | 205 | 0.00 | — | 17,962 | — | ↗ |
| 2023-10-25 | Baker Mari Jean | Director | A-Award | A | Phantom Stock Units | 376 | 0.00 | — | 32,973 | — | ↗ |
| 2023-10-25 | BELL GEORGE | Director | A-Award | A | Phantom Stock Units | 343 | 0.00 | — | 30,105 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2006 | William J. Pesce President, Chief Executive Officer and Director | 823.3K | 1.20M | 2.48M | 190.0K | — | 6.6K | 4.70M | 56.81% | ↗ |
| 2 | 2006 | Ellis E. Cousens Executive Vice President, Chief Financial and Operations Officer | 445.0K | 493.0K | 620.3K | 60.0K | — | 6.6K | 1.62M | 41.87% | ↗ |
| 3 | 2006 | Stephen A. Kippur Executive Vice President and President, Professional/Trade | 436.7K | 462.3K | 620.3K | 55.0K | — | 12.8K | 1.59M | 42.55% | ↗ |
| 4 | 2006 | Bonnie E. Lieberman Senior Vice President and General Manager, Higher Education | 332.5K | 441.9K | 496.3K | 50.0K | — | 7.3K | 1.33M | 41.13% | ↗ |
| 5 | 2006 | Gary M. Rinck Senior Vice President and General Counsel | 387.5K | 330.0K | — | 25.0K | — | 10.8K | 753.3K | 3.32% | ↗ |
| 6 | 2005 | William J. Pesce President, Chief Executive Officer and Director | 783.3K | 1.04M | 1.80M | 185.0K | — | 6.3K | 3.81M | 52.12% | ↗ |
| 7 | 2005 | Ellis E. Cousens Executive Vice President, Chief Financial and Operations Officer | 416.7K | 498.0K | 515.0K | 60.0K | — | 6.4K | 1.50M | 38.43% | ↗ |
| 8 | 2005 | Stephen A. Kippur Executive Vice President and President, Professional/Trade | 416.7K | 426.8K | 303.1K | 55.0K | — | 10.4K | 1.21M | 29.54% | ↗ |
| 9 | 2005 | Gary M. Rinck Senior Vice President and General Counsel | 270.8K | 300.2K | — | 25.0K | — | 254.2K | 850.3K | 2.94% | ↗ |
| 10 | 2005 | Bonnie E. Lieberman Senior Vice President and General Manager, Higher Education | 316.7K | 138.1K | 180.2K | 50.0K | — | 7.6K | 692.5K | 33.24% | ↗ |
| 11 | 2004 | William J. Pesce President, Chief Executive Officer and Director | 750.0K | 1.19M | 1.03M | 200.0K | — | 6.2K | 3.18M | 38.86% | ↗ |
| 12 | 2004 | Ellis E. Cousens Executive Vice President, Chief Financial and Operations Officer | 400.0K | 470.0K | 310.3K | 55.0K | — | 5.9K | 1.24M | 29.43% | ↗ |
| 13 | 2004 | Stephen A. Kippur Executive Vice President and President, Professional/Trade | 400.0K | 396.4K | 269.1K | 55.0K | — | 11.7K | 1.13M | 28.63% | ↗ |
| 14 | 2004 | Bonnie E. Lieberman Senior Vice President and General Manager, Higher Education | 300.0K | 167.0K | 129.3K | 50.0K | — | 7.2K | 653.5K | 27.43% | ↗ |
| 15 | 2004 | Gary M. Rinck Senior Vice President and General Counsel | 43.1K | — | — | 25.0K | — | — | 68.1K | 36.71% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Matthew S. Kissner | President, Chief Executive Officer & Employee Director | 2M | male |
| James Flynn | Executive Vice President and GM of Research & Learning | 1M | male |
| Christopher F. Caridi | Senior Vice President, Chief Accounting Officer, Finance Transformation Lead & Global Corporate Controller | 1M | male |
| Danielle McMahan | Executive Vice President & Chief People Officer | 939.3K | female |
| Deirdre Silver | Executive Vice President, General Counsel & Corporate Secretary | 877.7K | female |
| Jesse Caleb Wiley | Non-Executive Chairman | 372.1K | male |
| Craig Albright | Executive Vice President & Chief Financial Officer | — | male |
| Andrew Weber | Executive Vice President of Technology & Operations | — | male |
| Brian Campbell | Vice President of Investor Relations | — | male |
| Anna Reeves | Senior Vice President & Chief Marketing Officer | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for WLY
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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