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W. P. Carey Inc. (WPC)
USD72.31
-0.23 (-0.31%)
US NYSE Real Estate REIT - Diversified
Address
One Manhattan West 10001
New York City, NY, US
New York City, NY, US
CEO
Jason E. Fox
Website
wpcarey.com
IPO
1998-01-21
CIK 1025378 ISIN US92936U1097
Also trades on
London Stock Exchange · 0LS8.L (USD)
New York Stock Exchange · WPC (USD)
Description
W. P. Carey is recognized as a leading net lease Real Estate Investment Trust (REIT), boasting an enterprise value of approximately $18 billion. As of September 30, 2020, its extensive portfolio comprises 1,215 essential net lease properties, spanning an estimated 142 million square feet of commercial real estate. For nearly five decades, the company has strategically invested in high-quality, single-tenant industrial, warehouse, office, retail, and self-storage assets. These properties are secured by long-term net leases, which incorporate built-in rent increases. The portfolio's primary geographical footprint is in the United States, along with Northern and Western Europe, and it exhibits strong diversification across tenant profiles, property categories, locations, and the industries of its occupants.
News Sentiment (7d)
3 articles
Market Cap & Enterprise Value
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
USD72.31
-0.23 (-0.31%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.78
Float Shares
220.19M
Free Float %
98.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.28% | -0.13% | +2.04% | -0.31% | +10.46% | +15.63% | +19.51% | +9.60% | -1.37% | +18.58% | +243.58% |
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 (20 ratings, all time)
Hold
Price Targets & DCF
Current price
72.31
Low
73.00
+1.0%
Consensus
75.80
+4.8%
Median
75.00
+3.7%
High
79.00
+9.3%
DCF (Unlevered)
190.26
+163.1%
DCF (Levered)
172.85
+139.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
29% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 8 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 2 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
76.67
+6.0%
|
| Last Quarter | 5 |
75.40
+4.3%
|
| Last Year | 16 |
71.19
-1.5%
|
| All Time | 22 |
68.27
-5.6%
|
Quality scores
Altman Z-Score
0.98
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+8.9% Q1'26: +10.6% (vs Q1'25)
-
EPS growth+1.0% Q1'26: +40.4% (vs Q1'25)
-
FCF margin— Q1'26: +55.0% (vs Q1'25)
-
EBIT margin— Q1'26: +43.9% (vs Q1'25)
-
ROIC— Q1'26: +4.3% (vs Q1'25)
-
Share dilution+0.3% Q1'26: +0.4% (vs Q1'25)
-
Debt / EBITDA6.62× Q1'26: 6.59× (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 2002 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 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 4 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 2 Rev. Ana. |
Dec 2030 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
152.40M
est: 134.83M (+13.0%)
|
234.70M
est: 221.71M (+5.9%)
|
232.35M
est: 248.49M (-6.5%)
|
260.65M
est: 256.93M (+1.4%)
|
309.71M
est: 337.17M (-8.1%)
|
809.56M
est: 1.58B (-48.7%)
|
915.61M
est: 688.20M (+33.0%)
|
908.73M
est: 715.98M (+26.9%)
|
860.58M
est: 790.89M (+8.8%)
|
923.34M
est: 903.95M (+2.1%)
|
1.21B
est: 1.25B (-2.7%)
|
1.17B
est: 1.18B (-1.0%)
|
1.26B
est: 1.26B (+0.0%)
|
1.47B
est: 1.43B (+3.2%)
|
1.74B
est: 1.64B (+5.7%)
|
1.58B
est: 1.53B (+2.9%)
|
1.72B
est: 1.63B (+5.1%)
|
1.83B
1.82B – 1.86B
+12.4% YoY
|
1.97B
1.96B – 2.00B
+7.6% YoY
|
2.01B
1.95B – 2.06B
+1.8% YoY
|
2.09B
2.07B – 2.11B
+4.0% YoY
|
1.93B
1.91B – 1.96B
-7.5% YoY
|
| EBITDA |
87.89M
est: 80.05M (+9.8%)
|
139.51M
est: 124.70M (+11.9%)
|
127.59M
est: 129.41M (-1.4%)
|
149.73M
est: 129.44M (+15.7%)
|
238.08M
est: 185.77M (+28.2%)
|
662.64M
est: 866.38M (-23.5%)
|
744.87M
est: 598.70M (+24.4%)
|
740.67M
est: 622.87M (+18.9%)
|
747.85M
est: 688.04M (+8.7%)
|
815.08M
est: 786.40M (+3.6%)
|
1.10B
est: 1.16B (-4.8%)
|
1.04B
est: 861.34M (+21.2%)
|
1.16B
est: 1.22B (-5.0%)
|
1.29B
est: 1.29B (-0.2%)
|
1.44B
est: 1.39B (+3.8%)
|
1.31B
est: 1.29B (+1.2%)
|
1.32B
est: 1.38B (-4.5%)
|
1.55B
1.54B – 1.57B
+12.4% YoY
|
1.67B
1.66B – 1.69B
+7.6% YoY
|
1.70B
1.65B – 1.74B
+1.8% YoY
|
1.77B
1.75B – 1.79B
+4.0% YoY
|
1.63B
1.62B – 1.65B
-7.5% YoY
|
| EBIT |
64.38M
est: 55.38M (+16.3%)
|
112.31M
est: 86.34M (+30.1%)
|
103.12M
est: 87.39M (+18.0%)
|
125.29M
est: 89.05M (+40.7%)
|
208.47M
est: 102.08M (+104.2%)
|
378.69M
est: 402.24M (-5.9%)
|
430.27M
est: 333.66M (+29.0%)
|
444.15M
est: 347.13M (+27.9%)
|
439.56M
est: 383.45M (+14.6%)
|
471.96M
est: 438.27M (+7.7%)
|
560.05M
est: 578.22M (-3.1%)
|
535.21M
est: 430.06M (+24.4%)
|
613.74M
est: 644.46M (-4.8%)
|
729.45M
est: 650.53M (+12.1%)
|
834.29M
est: 798.97M (+4.4%)
|
796.84M
est: 744.59M (+7.0%)
|
796.00M
est: 793.71M (+0.3%)
|
891.82M
887.00M – 902.20M
+12.4% YoY
|
959.90M
954.97M – 971.07M
+7.6% YoY
|
976.72M
949.69M – 1.00B
+1.8% YoY
|
1.02B
1.01B – 1.03B
+4.0% YoY
|
940.33M
930.91M – 951.27M
-7.5% YoY
|
| Net Income |
46.59M
est: 45.54M (+2.3%)
|
78.05M
est: 68.08M (+14.6%)
|
69.02M
est: 66.32M (+4.1%)
|
73.97M
est: 67.94M (+8.9%)
|
139.08M
est: 108.28M (+28.4%)
|
237.24M
est: 313.78M (-24.4%)
|
172.26M
est: 319.51M (-46.1%)
|
267.75M
est: 569.94M (-53.0%)
|
277.29M
est: 526.76M (-47.4%)
|
411.57M
est: 550.33M (-25.2%)
|
305.24M
est: 291.14M (+4.8%)
|
455.36M
est: 332.72M (+36.9%)
|
409.99M
est: 422.92M (-3.1%)
|
599.14M
est: 513.26M (+16.7%)
|
708.33M
est: 571.45M (+24.0%)
|
460.84M
est: 543.49M (-15.2%)
|
466.36M
est: 432.58M (+7.8%)
|
622.71M
610.92M – 634.51M
+44.0% YoY
|
669.57M
659.09M – 680.04M
+7.5% YoY
|
692.99M
683.24M – 702.73M
+3.5% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
| SGA |
42.59M
est: 89.83M (-52.6%)
|
103.77M
est: 98.78M (+5.1%)
|
111.35M
est: 97.18M (+14.6%)
|
73.43M
est: 142.87M (-48.6%)
|
93.60M
est: 179.25M (-47.8%)
|
128.16M
est: 464.91M (-72.4%)
|
136.10M
est: 56.81M (+139.6%)
|
114.51M
est: 59.11M (+93.7%)
|
103.41M
est: 65.29M (+58.4%)
|
95.87M
est: 74.62M (+28.5%)
|
101.66M
est: 599.93M (-83.1%)
|
93.36M
est: 371.23M (-74.9%)
|
106.77M
est: 110.43M (-3.3%)
|
124.31M
est: 109.53M (+13.5%)
|
130.90M
est: 128.74M (+1.7%)
|
139.86M
est: 119.98M (+16.6%)
|
100.67M
est: 127.89M (-21.3%)
|
143.70M
142.92M – 145.37M
+12.4% YoY
|
154.67M
153.88M – 156.47M
+7.6% YoY
|
157.38M
153.03M – 161.74M
+1.8% YoY
|
163.71M
162.08M – 165.62M
+4.0% YoY
|
151.52M
150.00M – 153.28M
-7.5% YoY
|
| EPS |
1.31
est: 2.19 (-40.2%)
|
1.98
est: 1.58 (+25.3%)
|
1.74
est: 1.81 (-3.9%)
|
1.86
est: 1.64 (+13.4%)
|
3.44
est: 2.42 (+42.1%)
|
2.40
est: 1.89 (+27.3%)
|
1.62
est: 1.45 (+11.8%)
|
2.50
est: 2.58 (-3.3%)
|
2.56
est: 2.39 (+7.2%)
|
3.50
est: 2.50 (+40.2%)
|
1.78
est: 1.53 (+16.6%)
|
2.61
est: 2.30 (+13.7%)
|
2.25
est: 2.43 (-7.3%)
|
3.00
est: 2.56 (+17.4%)
|
3.29
est: 2.61 (+25.9%)
|
2.09
est: 2.46 (-14.9%)
|
2.11
est: 1.96 (+7.7%)
|
2.81
2.76 – 2.87
+43.3% YoY
|
3.01
2.98 – 3.08
+7.4% YoY
|
3.13
3.09 – 3.18
+3.9% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-19 | Barclays | Underweight | Underweight | Maintain |
| 2026-05-12 | Scotiabank | Sector Perform | Sector Perform | Maintain |
| 2026-05-04 | Citigroup | Neutral | Neutral | Maintain |
| 2026-04-30 | RBC Capital | Sector Perform | Sector Perform | Maintain |
| 2026-04-21 | Barclays | Underweight | Underweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
3.17B
OE per share TTM
14.33
Owner's Yield
19.29%
Maintenance CapEx ratio
112.10%
Maint CapEx / Avg PPE
531.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
875
Total invested
11.65B
Insider transactions (90d)
1
Beneficial owners (>5%)
13
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 26.32M | 14.13% | — | 338.9K | 25.76M | 562.5K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 14.11M | 7.60% | 12.04M | — | 14.11M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | STATE STREET CORPORATION | 12.94M | 5.92% | — | — | — | 12.92M | HC | BOSTON, MASSACHUSETTS | 2024-01-29 | ↗ |
| 4 | W. P. Carey Inc. | 12.18M | 5.33% | — | 12.18M | — | — | HC | Maryland | 2020-04-13 | ↗ |
| 5 | Cohen & Steers, Inc. 14-1904657 | 11.40M | 5.21% | 7.16M | — | 11.40M | — | HC, CO | — | 2024-02-14 | ↗ |
| 6 | Cohen & Steers Capital Management, Inc. 13-3353336 | 11.35M | 5.19% | 7.13M | — | 11.35M | — | IA, CO | — | 2024-02-14 | ↗ |
| 7 | Carey Lodging Advisors LLC | 6.82M | 2.98% | 6.82M | — | 6.82M | — | OO | Maryland | 2020-04-13 | ↗ |
| 8 | W. P. Carey Foundation, Inc. | 5.67M | 5.45% | 5.67M | — | 5.67M | — | CO | Pennsylvania | 2015-02-17 | ↗ |
| 9 | WPC Holdco LLC | 4.48M | 1.96% | 4.48M | — | 4.48M | — | OO | Maryland | 2020-04-13 | ↗ |
| 10 | Carey REIT II, Inc. | 877.8K | 0.38% | 877.8K | — | 877.8K | — | CO | Maryland | 2020-04-13 | ↗ |
| 11 | Cohen & Steers UK Limited | 36.5K | 0.02% | 14.7K | — | 36.5K | — | IA, CO | — | 2024-02-14 | ↗ |
| 12 | Cohen & Steers Ireland Limited | 6.7K | 0.00% | 6.7K | — | 6.7K | — | FI, CO | — | 2024-02-14 | ↗ |
| 13 | Cohen & Steers Asia Limited | — | 0.00% | — | — | — | — | IA, CO | — | 2024-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
875
+1 vs prev Q
New positions
97
Closed positions
92
Increased
448
Reduced
265
Put/Call ratio
0.36
Calls held
662.0K
Puts held
241.2K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 357.6K +357.6K (+100.0%) | 23.02B +23.0B (+100.0%) | 0.16% +0.162 pp | 0.59% +0.586 pp | USD64.36 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 30.44M -188.5K (-0.6%) | 1.96B -110.4M (-5.3%) | 13.80% -0.081 pp | 0.03% -0.003 pp | USD65.45 -1.7% | 53 qtrs — |
| 3 | BLACKROCK, INC. | 28.36M +301.0K (+1.1%) | 1.83B -70.7M (-3.7%) | 12.86% +0.140 pp | 0.03% -0.002 pp | USD62.22 +3.4% | 6 qtrs — |
| 4 | STATE STREET CORP | 12.25M -77.9K (-0.6%) | 799.49M -44.6M (-5.3%) | 5.56% -0.034 pp | 0.03% -0.002 pp | USD69.42 -7.3% | 51 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 4.80M +110.3K (+2.4%) | 307.91M -7.9M (-2.5%) | 2.17% +0.051 pp | 0.02% -0.001 pp | USD64.71 -0.5% | 53 qtrs — |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.21M +441.5K (+11.7%) | 271.15M +16.3M (+6.4%) | 1.91% +0.200 pp | 0.09% +0.009 pp | USD62.22 +3.4% | 31 qtrs — |
| 7 | INVESCO LTD. | 3.90M +12.3K (+0.3%) | 251.31M -11.7M (-4.4%) | 1.77% +0.006 pp | 0.04% -0.003 pp | USD66.57 -3.3% | 53 qtrs — |
| 8 | JPMORGAN CHASE & CO | 3.30M -1.4M (-29.4%) | 212.29M -103.4M (-32.7%) | 1.50% -0.623 pp | 0.01% -0.006 pp | USD65.46 -1.7% | 51 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.19M +20.6K (+0.6%) | 205.46M -8.9M (-4.1%) | 1.45% +0.010 pp | 0.04% -0.003 pp | USD66.41 -3.1% | 50 qtrs — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.95M +143.9K (+5.1%) | 189.71M +259.9K (+0.1%) | 1.34% +0.066 pp | 0.03% -0.001 pp | USD67.60 -4.8% | 53 qtrs — |
| 11 | NORGES BANK | 2.86M +2.9M (+100.0%) | 184.03M +184.0M (+100.0%) | 1.30% +1.297 pp | 0.02% +0.020 pp | USD64.36 +0.0% | 1 qtrs NEW |
| 12 | LEGAL & GENERAL GROUP PLC | 2.70M +128.8K (+5.0%) | 173.71M +36.4K (+0.0%) | 1.22% +0.059 pp | 0.04% 0.000 pp | USD71.57 -10.1% | 52 qtrs — |
| 13 | NORTHERN TRUST CORP | 2.61M -16.5K (-0.6%) | 167.99M -9.5M (-5.3%) | 1.18% -0.007 pp | 0.02% -0.001 pp | USD63.49 +1.4% | 51 qtrs — |
| 14 | BANK OF NEW YORK MELLON CORP | 2.32M +161.4K (+7.5%) | 149.08M +3.5M (+2.4%) | 1.05% +0.074 pp | 0.03% -0.002 pp | USD66.48 -3.2% | 53 qtrs — |
| 15 | UBS ASSET MANAGEMENT AMERICAS INC | 2.16M +2.2M (+31,629.0%) | 139.23M +138.8M (+30,121.7%) | 0.98% +0.978 pp | 0.03% +0.029 pp | USD64.36 +0.0% | 52 qtrs — |
| 16 | MORGAN STANLEY | 2.00M +180.7K (+9.9%) | 128.55M +5.8M (+4.7%) | 0.91% +0.082 pp | 0.01% +0.000 pp | USD68.33 -5.8% | 51 qtrs — |
| 17 | EQUITY INVESTMENT CORP | 1.63M +43.7K (+2.8%) | 104.66M -2.3M (-2.1%) | 0.74% +0.020 pp | 2.11% -0.127 pp | USD55.99 +14.9% | 8 qtrs — |
| 18 | UBS GROUP AG | 1.40M -148.6K (-9.6%) | 90.00M -14.5M (-13.9%) | 0.63% -0.067 pp | 0.01% -0.002 pp | USD64.29 +0.1% | 45 qtrs — |
| 19 | BANK OF AMERICA CORP /DE/ | 1.33M -12.2K (-0.9%) | 85.87M -5.1M (-5.6%) | 0.61% -0.005 pp | 0.01% +0.000 pp | USD64.08 +0.4% | 52 qtrs — |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 1.22M +89.1K (+7.9%) | 78.49M +2.1M (+2.8%) | 0.55% +0.041 pp | 0.01% +0.000 pp | USD66.73 -3.6% | 37 qtrs — |
| 21 | CAPTRUST FINANCIAL ADVISORS | 1.03M +188.3K (+22.4%) | 66.31M +9.4M (+16.5%) | 0.47% +0.086 pp | 0.13% +0.010 pp | USD63.35 +1.6% | 15 qtrs — |
| 22 | ADVISORS CAPITAL MANAGEMENT, LLC | 966.9K +51.9K (+5.7%) | 62.23M +402.4K (+0.7%) | 0.44% +0.024 pp | 0.73% -0.034 pp | USD63.52 +1.3% | 35 qtrs — |
| 23 | HSBC HOLDINGS PLC | 922.5K +71.5K (+8.4%) | 59.37M +1.9M (+3.3%) | 0.42% +0.032 pp | 0.03% -0.002 pp | USD63.80 +0.9% | 51 qtrs — |
| 24 | APG ASSET MANAGEMENT US INC. | 875.7K -40.9K (-4.5%) | 56.36M -6.4M (-10.2%) | 0.40% -0.018 pp | 0.44% -0.022 pp | USD68.90 -6.6% | 20 qtrs — |
| 25 | LPL FINANCIAL LLC | 842.6K +14.9K (+1.8%) | 54.23M -1.7M (-3.0%) | 0.38% +0.007 pp | 0.01% -0.002 pp | USD66.81 -3.7% | 51 qtrs — |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 835.9K -36.5K (-4.2%) | 53.80M -5.1M (-8.7%) | 0.38% -0.016 pp | 0.07% -0.005 pp | USD56.07 +14.8% | 8 qtrs — |
| 27 | AMERIPRISE FINANCIAL INC | 835.7K +10.9K (+1.3%) | 53.76M -2.0M (-3.6%) | 0.38% +0.005 pp | 0.01% -0.001 pp | USD70.86 -9.2% | 53 qtrs — |
| 28 | AMUNDI | 796.3K +349.4K (+78.2%) | 51.25M +20.8M (+68.2%) | 0.36% +0.159 pp | 0.01% +0.004 pp | USD64.63 -0.4% | 19 qtrs — |
| 29 | BARCLAYS PLC | 762.0K +408.1K (+115.3%) | 49.04M +27.0M (+122.4%) | 0.35% +0.185 pp | 0.01% +0.006 pp | USD64.36 +0.0% | 51 qtrs — |
| 30 | VICTORY CAPITAL MANAGEMENT INC | 756.6K +24.7K (+3.4%) | 48.70M -761.0K (-1.5%) | 0.34% +0.011 pp | 0.03% -0.001 pp | USD62.73 +2.6% | 26 qtrs — |
| 31 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 704.0K +592.1K (+529.2%) | 45.31M +37.8M (+499.3%) | 0.32% +0.269 pp | 0.08% +0.063 pp | USD63.02 +2.1% | 7 qtrs — |
| 32 | MARSHALL WACE, LLP | 684.0K +175.8K (+34.6%) | 44.02M +9.7M (+28.2%) | 0.31% +0.080 pp | 0.04% +0.005 pp | USD66.74 -3.6% | 2 qtrs — |
| 33 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 666.9K -8.5K (-1.3%) | 42.92M -2.7M (-5.9%) | 0.30% -0.004 pp | 0.03% -0.001 pp | USD67.57 -4.8% | 53 qtrs — |
| 34 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 664.4K -47.8K (-6.7%) | 42.76M -5.4M (-11.1%) | 0.30% -0.022 pp | 0.06% -0.009 pp | USD61.57 +4.5% | 39 qtrs — |
| 35 | JUPITER ASSET MANAGEMENT LTD | 647.0K +647.0K (+100.0%) | 41.64M +41.6M (+100.0%) | 0.29% +0.293 pp | 0.33% +0.333 pp | USD64.36 +0.0% | 1 qtrs NEW |
| 36 | FIRST TRUST ADVISORS LP | 638.8K -18.1K (-2.8%) | 41.11M -3.3M (-7.4%) | 0.29% -0.008 pp | 0.03% -0.003 pp | USD62.70 +2.6% | 51 qtrs — |
| 37 | SCHRODER INVESTMENT MANAGEMENT GROUP | 634.2K +585.9K (+1,213.0%) | 40.82M +37.6M (+1,158.1%) | 0.29% +0.266 pp | 0.03% +0.029 pp | USD64.09 +0.4% | 35 qtrs — |
| 38 | RHUMBLINE ADVISERS | 627.0K -28.4K (-4.3%) | 40.35M -3.9M (-8.9%) | 0.28% -0.013 pp | 0.03% -0.003 pp | USD66.76 -3.6% | 51 qtrs — |
| 39 | RAYMOND JAMES FINANCIAL INC | 625.7K +29.6K (+5.0%) | 40.27M -10.2K (0.0%) | 0.28% +0.014 pp | 0.01% 0.000 pp | USD55.27 +16.4% | 5 qtrs — |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 601.6K -6.0K (-1.0%) | 38.72M -2.3M (-5.7%) | 0.27% -0.003 pp | 0.01% 0.000 pp | USD68.92 -6.6% | 40 qtrs — |
| 41 | SWISS NATIONAL BANK | 600.3K -30.9K (-4.9%) | 38.63M -4.0M (-9.4%) | 0.27% -0.014 pp | 0.02% -0.002 pp | USD70.42 -8.6% | 51 qtrs — |
| 42 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 594.9K -131.8K (-18.1%) | 38.28M -10.8M (-22.0%) | 0.27% -0.060 pp | 0.02% -0.008 pp | USD69.96 -8.0% | 53 qtrs — |
| 43 | NUVEEN, LLC | 569.1K +252.9K (+80.0%) | 36.63M +15.3M (+71.4%) | 0.26% +0.115 pp | 0.01% +0.004 pp | USD63.67 +1.1% | 4 qtrs — |
| 44 | ZACKS INVESTMENT MANAGEMENT | 559.3K -12.6K (-2.2%) | 36.00M -2.6M (-6.9%) | 0.25% -0.006 pp | 0.28% -0.025 pp | USD67.34 -4.4% | 24 qtrs — |
| 45 | CANDRIAM S.C.A. | 541.2K +389.9K (+257.7%) | 34.83M +24.6M (+240.7%) | 0.25% +0.177 pp | 0.17% +0.120 pp | USD64.04 +0.5% | 26 qtrs — |
| 46 | AMERICAN CENTURY COMPANIES INC | 533.1K +321.1K (+151.5%) | 34.31M +20.0M (+139.5%) | 0.24% +0.146 pp | 0.02% +0.010 pp | USD64.49 -0.2% | 16 qtrs — |
| 47 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 508.9K -37.5K (-6.9%) | 32.76M -4.4M (-11.9%) | 0.23% -0.017 pp | 0.06% +0.004 pp | USD67.87 -5.2% | 50 qtrs — |
| 48 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 501.0K +501.0K (+100.0%) | 32.24M +32.2M (+100.0%) | 0.23% +0.227 pp | 0.08% +0.085 pp | USD64.36 +0.0% | 1 qtrs NEW |
| 49 | PRINCIPAL FINANCIAL GROUP INC | 471.2K -15.1K (-3.1%) | 30.32M -2.5M (-7.7%) | 0.21% -0.007 pp | 0.02% -0.001 pp | USD64.70 -0.5% | 51 qtrs — |
| 50 | ASSET MANAGEMENT ONE CO., LTD. | 444.0K -13.6K (-3.0%) | 28.76M -2.2M (-7.0%) | 0.20% -0.006 pp | 0.08% -0.010 pp | USD66.69 -3.5% | 53 qtrs — |
| 51 | ALYESKA INVESTMENT GROUP, L.P. | 441.6K -29.2K (-6.2%) | 28.42M -3.4M (-10.7%) | 0.20% -0.013 pp | 0.08% -0.016 pp | USD62.38 +3.2% | 5 qtrs — |
| 52 | TWO SIGMA INVESTMENTS, LP | 418.0K +165.1K (+65.3%) | 26.90M +9.8M (+57.4%) | 0.19% +0.075 pp | 0.04% +0.013 pp | USD64.24 +0.2% | 8 qtrs — |
| 53 | NOMURA ASSET MANAGEMENT CO LTD | 399.9K +11.0K (+2.8%) | 25.74M -538.2K (-2.0%) | 0.18% +0.005 pp | 0.07% -0.003 pp | USD66.80 -3.7% | 53 qtrs — |
| 54 | WELLS FARGO & COMPANY/MN | 399.7K +15.3K (+4.0%) | 25.72M -248.8K (-1.0%) | 0.18% +0.007 pp | 0.00% 0.000 pp | USD67.74 -5.0% | 53 qtrs — |
| 55 | CITIGROUP INC | 396.1K +91.4K (+30.0%) | 25.49M +4.9M (+23.8%) | 0.18% +0.042 pp | 0.01% +0.002 pp | USD63.15 +1.9% | 53 qtrs — |
| 56 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 394.4K -30.5K (-7.2%) | 25.38M -3.3M (-11.6%) | 0.18% -0.014 pp | 0.03% -0.004 pp | USD66.56 -3.3% | 51 qtrs — |
| 57 | DEUTSCHE BANK AG\ | 386.5K +27.9K (+7.8%) | 24.88M +644.8K (+2.7%) | 0.18% +0.013 pp | 0.01% +0.000 pp | USD69.73 -7.7% | 50 qtrs — |
| 58 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 378.8K +6.6K (+1.8%) | 24.57M -581.5K (-2.3%) | 0.17% +0.003 pp | 0.02% -0.001 pp | USD65.87 -2.3% | 53 qtrs — |
| 59 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 369.9K -12.4K (-3.3%) | 23.81M -2.0M (-7.8%) | 0.17% -0.006 pp | 0.07% -0.008 pp | USD70.72 -9.0% | 51 qtrs — |
| 60 | PRIVATE MANAGEMENT GROUP INC | 363.2K -114.3K (-23.9%) | 23.37M -8.9M (-27.6%) | 0.16% -0.052 pp | 0.68% -0.280 pp | USD63.09 +2.0% | 4 qtrs — |
| 61 | BROWN ADVISORY INC | 362.1K -1.9K (-0.5%) | 23.31M -1.3M (-5.2%) | 0.16% -0.001 pp | 0.03% +0.001 pp | USD63.40 +1.5% | 53 qtrs — |
| 62 | KLP KAPITALFORVALTNING AS | 355.4K +75.9K (+27.2%) | 23.15M +4.0M (+21.2%) | 0.16% +0.034 pp | 0.09% +0.014 pp | USD60.81 +5.8% | 5 qtrs — |
| 63 | FMR LLC | 358.8K -12.5K (-3.4%) | 23.09M -2.0M (-8.0%) | 0.16% -0.006 pp | 0.00% 0.000 pp | USD63.48 +1.4% | 53 qtrs — |
| 64 | CWM, LLC | 354.2K -17.0K (-4.6%) | 22.80M -2.3M (-9.1%) | 0.16% -0.008 pp | 0.06% -0.014 pp | USD67.80 -5.1% | 17 qtrs — |
| 65 | CETERA INVESTMENT ADVISERS | 349.9K -4.8K (-1.4%) | 22.52M -1.4M (-6.0%) | 0.16% -0.002 pp | 0.02% -0.003 pp | USD62.43 +3.1% | 30 qtrs — |
| 66 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 328.1K -1.4K (-0.4%) | 21.12M -1.1M (-5.2%) | 0.15% -0.001 pp | 0.93% -0.020 pp | USD61.65 +4.4% | 54 qtrs — |
| 67 | AQR CAPITAL MANAGEMENT LLC | 324.7K -159.2K (-32.9%) | 20.90M -11.7M (-35.9%) | 0.15% -0.072 pp | 0.01% -0.010 pp | USD64.77 -0.6% | 39 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 320.3K +388.0 (+0.1%) | 20.62M -1.0M (-4.6%) | 0.15% +0.000 pp | 0.01% 0.000 pp | USD65.72 -2.1% | 52 qtrs — |
| 69 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 318.6K +6.7K (+2.2%) | 20.50M -566.8K (-2.7%) | 0.14% +0.003 pp | 0.04% -0.004 pp | USD66.58 -3.3% | 52 qtrs — |
| 70 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 317.5K +7.3K (+2.4%) | 20.45M -713.0K (-3.4%) | 0.14% +0.003 pp | 0.03% -0.004 pp | USD61.30 +5.0% | 12 qtrs — |
| 71 | GOLDMAN SACHS GROUP INC | 307.0K -13.2K (-4.1%) | 19.76M -1.9M (-8.7%) | 0.14% -0.006 pp | 0.00% 0.000 pp | USD63.69 +1.1% | 53 qtrs — |
| 72 | MITSUBISHI UFJ TRUST & BANKING CORP | 300.9K +17.9K (+6.3%) | 19.37M +243.3K (+1.3%) | 0.14% +0.008 pp | 0.05% +0.004 pp | USD67.08 -4.1% | 29 qtrs — |
| 73 | TRUWEALTH ADVISORS, LLC | 300.0K +6.7K (+2.3%) | 19.31M -509.2K (-2.6%) | 0.14% +0.003 pp | 0.94% -0.057 pp | USD67.42 -4.5% | 21 qtrs — |
| 74 | TREASURER OF THE STATE OF NORTH CAROLINA | 289.0K -7.0K (-2.4%) | 18.60M -1.4M (-7.0%) | 0.13% -0.003 pp | 0.06% -0.002 pp | USD63.72 +1.0% | 32 qtrs — |
| 75 | PICTET ASSET MANAGEMENT HOLDING SA | 286.3K +84.9K (+42.2%) | 18.43M +4.8M (+35.4%) | 0.13% +0.039 pp | 0.02% +0.005 pp | USD59.75 +7.7% | 10 qtrs — |
| 76 | CSM ADVISORS, LLC | 278.8K +67.7K (+32.1%) | 17.95M +3.7M (+25.8%) | 0.13% +0.031 pp | 0.49% +0.089 pp | USD62.86 +2.4% | 3 qtrs — |
| 77 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 272.3K +142.3K (+109.4%) | 17.53M +8.7M (+99.5%) | 0.12% +0.065 pp | 0.02% -0.003 pp | USD64.03 +0.5% | 29 qtrs — |
| 78 | ALLIANZ ASSET MANAGEMENT GMBH | 270.0K +39.9K (+17.3%) | 17.38M +1.8M (+11.8%) | 0.12% +0.018 pp | 0.02% +0.000 pp | USD65.69 -2.0% | 19 qtrs — |
| 79 | GENEOS WEALTH MANAGEMENT INC. | 267.5K -15.6K (-5.5%) | 17.22M -1.9M (-10.0%) | 0.12% -0.007 pp | 0.42% -0.064 pp | USD62.54 +2.9% | 40 qtrs — |
| 80 | RETIREMENT SYSTEMS OF ALABAMA | 263.0K -1.8K (-0.7%) | 16.93M -963.5K (-5.4%) | 0.12% -0.001 pp | 0.06% -0.005 pp | USD64.76 -0.6% | 9 qtrs — |
| 81 | FRANKLIN RESOURCES INC | 262.4K -43.1K (-14.1%) | 16.89M -3.8M (-18.2%) | 0.12% -0.020 pp | 0.00% -0.001 pp | USD66.84 -3.7% | 33 qtrs — |
| 82 | VIRGINIA RETIREMENT SYSTEMS ET AL | 258.7K +— (+0.0%) | 16.65M -830.4K (-4.8%) | 0.12% +0.000 pp | 0.10% -0.014 pp | USD63.21 +1.8% | 4 qtrs — |
| 83 | TORONTO DOMINION BANK | 252.3K +216.7K (+609.0%) | 16.24M +13.8M (+575.3%) | 0.11% +0.098 pp | 0.02% +0.020 pp | USD64.43 -0.1% | 29 qtrs — |
| 84 | JAIN GLOBAL LLC | 243.0K +7.6K (+3.2%) | 15.64M -266.9K (-1.7%) | 0.11% +0.004 pp | 0.08% +0.000 pp | USD63.03 +2.1% | 4 qtrs — |
| 85 | ROYAL BANK OF CANADA | 234.4K +7.2K (+3.1%) | 15.09M -269.0K (-1.8%) | 0.11% +0.003 pp | 0.00% 0.000 pp | USD64.47 -0.2% | 51 qtrs — |
| 86 | KOREA INVESTMENT CORP | 225.6K +51.9K (+29.9%) | 14.52M +2.8M (+23.7%) | 0.10% +0.024 pp | 0.03% +0.004 pp | USD66.42 -3.1% | 29 qtrs — |
| 87 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 224.8K +8.0K (+3.7%) | 14.47M -181.0K (-1.2%) | 0.10% +0.004 pp | 0.00% +0.000 pp | USD64.71 -0.5% | 51 qtrs — |
| 88 | COLONY GROUP, LLC | 219.9K +150.9K (+218.5%) | 14.16M +9.5M (+203.3%) | 0.10% +0.068 pp | 0.02% +0.009 pp | USD63.74 +1.0% | 9 qtrs — |
| 89 | TWO SIGMA ADVISERS, LP | 218.7K +88.1K (+67.5%) | 14.08M +5.3M (+59.5%) | 0.10% +0.040 pp | 0.03% +0.010 pp | USD63.37 +1.6% | 5 qtrs — |
| 90 | BNP PARIBAS ARBITRAGE, SNC | 211.2K +28.6K (+15.7%) | 13.59M +1.3M (+10.2%) | 0.10% +0.013 pp | 0.01% 0.000 pp | USD63.59 +1.2% | 51 qtrs — |
| 91 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 207.6K -1.1K (-0.5%) | 13.36M -738.2K (-5.2%) | 0.09% -0.001 pp | 0.25% -0.019 pp | USD69.66 -7.6% | 40 qtrs — |
| 92 | ADVISOR GROUP HOLDINGS, INC. | 207.3K -30.7K (-12.9%) | 13.35M -2.7M (-17.0%) | 0.09% -0.014 pp | 0.02% -0.003 pp | USD60.13 +7.0% | 24 qtrs — |
| 93 | AVIVA PLC | 183.9K +9.7K (+5.5%) | 11.84M +62.0K (+0.5%) | 0.08% +0.004 pp | 0.02% -0.001 pp | USD63.61 +1.2% | 28 qtrs — |
| 94 | PRICE T ROWE ASSOCIATES INC /MD/ | 183.3K -468.5K (-71.9%) | 11.80M -32.2M (-73.2%) | 0.08% -0.212 pp | 0.00% -0.003 pp | USD63.49 +1.4% | 52 qtrs — |
| 95 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 181.0K +— (+0.0%) | 11.65M -581.0K (-4.8%) | 0.08% +0.000 pp | 0.02% -0.001 pp | USD67.92 -5.2% | 51 qtrs — |
| 96 | KBC GROUP NV | 179.2K +152.5K (+570.4%) | 11.53M +9.7M (+538.6%) | 0.08% +0.069 pp | 0.03% +0.022 pp | USD64.16 +0.3% | 29 qtrs — |
| 97 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 178.2K +15.8K (+9.7%) | 11.47M +497.0K (+4.5%) | 0.08% +0.007 pp | 0.02% +0.001 pp | USD63.60 +1.2% | 9 qtrs — |
| 98 | TRUIST FINANCIAL CORP | 175.2K +9.9K (+6.0%) | 11.27M +104.9K (+0.9%) | 0.08% +0.005 pp | 0.02% 0.000 pp | USD71.07 -9.4% | 26 qtrs — |
| 99 | TECTONIC ADVISORS LLC | 174.5K +11.5K (+7.0%) | 11.23M +214.7K (+1.9%) | 0.08% +0.005 pp | 0.59% -0.010 pp | USD67.36 -4.5% | 2 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.91
Neutral
Buys
1
Sells
1
Shares acquired
396.00
Shares disposed
433.00
Cash buys
—
Cash sales
1.00
Net activity
-37
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | Zander Brian H | Officer | S-Sale | D | Common Stock | 433 | 74.00 | 32.0K | 13,882 | D | ↗ |
| 2026-04-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 396 | 69.39 | 27.5K | 11,428 | D | ↗ |
| 2026-02-15 | Zander Brian H | Officer | F-InKind | D | Common Stock | 476 | 74.20 | 35.3K | 14,315 | D | ↗ |
| 2026-02-15 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 2,236 | 74.20 | 165.9K | 180,948 | D | ↗ |
| 2026-02-15 | Sabatini Gino M. | Director / Officer | F-InKind | D | Common Stock | 1 | 74.20 | 74.20 | 643,179 | D | ↗ |
| 2026-02-15 | Gregory Jeremiah | Director / Officer | F-InKind | D | Common Stock | 14 | 74.20 | 1.0K | 95,921 | D | ↗ |
| 2026-02-15 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 992 | 74.20 | 73.6K | 170,132 | D | ↗ |
| 2026-02-06 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 11,401 | 0.00 | — | 186,269 | D | ↗ |
| 2026-02-06 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 7,893 | 0.00 | — | 643,180 | D | ↗ |
| 2026-02-06 | Gregory Jeremiah | Director / Officer | A-Award | A | Common Stock | 5,846 | 0.00 | — | 99,146 | D | ↗ |
| 2026-02-06 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 2,558 | 71.21 | 182.2K | 173,157 | D | ↗ |
| 2026-02-06 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 38,006 | 0.00 | — | 948,956 | D | ↗ |
| 2026-01-21 | Zander Brian H | Officer | A-Award | A | Common Stock | 1,077 | 0.00 | — | 14,950 | D | ↗ |
| 2026-01-21 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 13,795 | 0.00 | — | 174,868 | D | ↗ |
| 2026-01-21 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 2,873 | 0.00 | — | 635,287 | D | ↗ |
| 2026-01-21 | Gregory Jeremiah | Director / Officer | A-Award | A | Common Stock | 10,058 | 0.00 | — | 93,300 | D | ↗ |
| 2026-01-21 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 2,873 | 0.00 | — | 169,576 | D | ↗ |
| 2026-01-21 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 45,983 | 0.00 | — | 910,950 | D | ↗ |
| 2026-01-02 | GASS RHONDA | Director | A-Award | A | Common Stock | 423 | 64.86 | 27.4K | 10,897 | D | ↗ |
| 2025-12-03 | Fox Jason E. | Director / Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 864,967 | D | ↗ |
| 2025-11-05 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 624,224 | D | ↗ |
| 2025-11-03 | Fox Jason E. | Director / Officer | G-Gift | D | Common Stock | 1,124 | 0.00 | — | 867,967 | D | ↗ |
| 2025-10-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 401 | 68.47 | 27.5K | 10,345 | D | ↗ |
| 2025-10-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 438 | 68.47 | 30.0K | 51,095 | D | ↗ |
| 2025-08-26 | Zander Brian H | Officer | S-Sale | D | Common Stock | 500 | 66.15 | 33.1K | 10,425 | D | ↗ |
| 2025-07-01 | Talma Stheeman Mechthild Elisabeth | Director | F-InKind | D | Common Stock | 961 | 62.99 | 60.5K | 7,522 | D | ↗ |
| 2025-07-01 | Niehaus Christopher | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 34,917 | D | ↗ |
| 2025-07-01 | LEWIS MARGARET G | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 19,046 | D | ↗ |
| 2025-07-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 9,415 | D | ↗ |
| 2025-07-01 | Farrell Peter | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 25,214 | D | ↗ |
| 2025-07-01 | FLANAGAN ROBERT J | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 19,638 | D | ↗ |
| 2025-07-01 | CALAWAY TONIT M | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 14,272 | D | ↗ |
| 2025-07-01 | Beier Constantin H. | Director | F-InKind | D | Common Stock | 961 | 62.99 | 60.5K | 8,491 | D | ↗ |
| 2025-07-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 2,778 | 0.00 | — | 49,923 | D | ↗ |
| 2025-04-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 436 | 63.03 | 27.5K | 6,551 | D | ↗ |
| 2025-04-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 475 | 63.03 | 29.9K | 47,145 | D | ↗ |
| 2025-02-18 | Gregory Jeremiah | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 83,242 | D | ↗ |
| 2025-02-15 | Zander Brian H | Officer | F-InKind | D | Common Stock | 110 | 58.69 | 6.5K | 11,083 | D | ↗ |
| 2025-02-15 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 12 | 58.69 | 704.28 | 162,893 | D | ↗ |
| 2025-02-15 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 516 | 58.69 | 30.3K | 150,962 | D | ↗ |
| 2025-02-15 | Fox Jason E. | Director / Officer | F-InKind | D | Common Stock | 7,812 | 58.69 | 458.5K | 1,026,288 | D | ↗ |
| 2025-02-07 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 24,284 | 0.00 | — | 165,090 | D | ↗ |
| 2025-02-07 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 15,976 | 0.00 | — | 624,129 | D | ↗ |
| 2025-02-07 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 12,142 | 0.00 | — | 157,737 | D | ↗ |
| 2025-02-07 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 76,687 | 0.00 | — | 1,034,100 | D | ↗ |
| 2025-01-21 | Zander Brian H | Officer | A-Award | A | Common Stock | 3,956 | 0.00 | — | 11,193 | D | ↗ |
| 2025-01-21 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 16,880 | 0.00 | — | 140,806 | D | ↗ |
| 2025-01-21 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 9,495 | 0.00 | — | 608,153 | D | ↗ |
| 2025-01-21 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 7,385 | 0.00 | — | 145,595 | D | ↗ |
| 2025-01-21 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 49,235 | 0.00 | — | 957,413 | D | ↗ |
| 2025-01-02 | GASS RHONDA | Director | A-Award | A | Common Stock | 506 | 54.29 | 27.5K | 6,027 | D | ↗ |
| 2025-01-02 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 552 | 54.29 | 30.0K | 46,402 | D | ↗ |
| 2024-12-02 | Fox Jason E. | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 908,178 | D | ↗ |
| 2024-11-20 | Zander Brian H | Officer | S-Sale | D | Common Stock | 440 | 56.65 | 24.9K | 7,237 | D | ↗ |
| 2024-11-13 | Farrell Peter | Director | P-Purchase | A | Common Stock | 1,000 | 55.56 | 55.6K | 22,289 | D | ↗ |
| 2024-11-01 | ALEXANDER MARK A | Director | P-Purchase | A | Common Stock | 5,000 | 55.29 | 276.4K | 45,850 | D | ↗ |
| 2024-10-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 448 | 61.32 | 27.5K | 5,449 | D | ↗ |
| 2024-10-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 489 | 61.32 | 30.0K | 40,613 | D | ↗ |
| 2024-08-16 | ALEXANDER MARK A | Director | P-Purchase | A | Common Stock | 2,000 | 57.03 | 114.1K | 40,124 | — | ↗ |
| 2024-08-14 | Fox Jason E. | Director / Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 909,178 | — | ↗ |
| 2024-08-09 | ALEXANDER MARK A | Director | P-Purchase | A | Common Stock | 3,500 | 55.87 | 195.5K | 38,124 | — | ↗ |
| 2024-08-08 | Zander Brian H | Officer | S-Sale | D | Common Stock | 500 | 56.75 | 28.4K | 7,677 | — | ↗ |
| 2024-07-03 | Talma Stheeman Mechthild Elisabeth | Director | F-InKind | D | Common Stock | 766 | 54.89 | 42.0K | 5,705 | — | ↗ |
| 2024-07-03 | Beier Constantin H. | Director | F-InKind | D | Common Stock | 766 | 54.89 | 42.0K | 6,674 | — | ↗ |
| 2024-07-01 | Talma Stheeman Mechthild Elisabeth | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 6,471 | — | ↗ |
| 2024-07-01 | Niehaus Christopher | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 30,738 | — | ↗ |
| 2024-07-01 | LEWIS MARGARET G | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 16,268 | — | ↗ |
| 2024-07-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 4,480 | — | ↗ |
| 2024-07-01 | Farrell Peter | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 21,289 | — | ↗ |
| 2024-07-01 | FLANAGAN ROBERT J | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 16,713 | — | ↗ |
| 2024-07-01 | CALAWAY TONIT M | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 11,494 | — | ↗ |
| 2024-07-01 | Beier Constantin H. | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 7,440 | — | ↗ |
| 2024-07-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 3,203 | 0.00 | — | 33,772 | — | ↗ |
| 2024-04-05 | GASS RHONDA | Director | A-Award | A | Common Stock | 497 | 55.27 | 27.5K | 1,277 | — | ↗ |
| 2024-04-05 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 655 | 55.27 | 36.2K | 30,382 | — | ↗ |
| 2024-04-01 | GASS RHONDA | Director | A-Award | A | Common Stock | 780 | 0.00 | — | 780 | — | ↗ |
| 2024-03-14 | GASS RHONDA | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | Zander Brian H | Officer | F-InKind | D | Common Stock | 158 | 57.30 | 9.1K | 7,980 | — | ↗ |
| 2024-02-15 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 1,570 | 57.30 | 90.0K | 125,267 | — | ↗ |
| 2024-02-15 | PARK JOHN J | Officer | F-InKind | D | Common Stock | 12 | 57.30 | 687.60 | 649,509 | — | ↗ |
| 2024-02-15 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 889 | 57.30 | 50.9K | 131,128 | — | ↗ |
| 2024-02-15 | Fox Jason E. | Director / Officer | F-InKind | D | Common Stock | 29,962 | 57.30 | 1.72M | 909,597 | — | ↗ |
| 2024-02-06 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 30,378 | 0.00 | — | 128,856 | — | ↗ |
| 2024-02-06 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 23,368 | 0.00 | — | 598,658 | — | ↗ |
| 2024-02-06 | PARK JOHN J | Officer | A-Award | A | Common Stock | 31,312 | 0.00 | — | 649,521 | — | ↗ |
| 2024-02-06 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 6,487 | 60.68 | 393.6K | 133,939 | — | ↗ |
| 2024-02-06 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 100,950 | 0.00 | — | 939,559 | — | ↗ |
| 2024-01-23 | Zander Brian H | Officer | A-Award | A | Common Stock | 3,074 | 0.00 | — | 7,298 | — | ↗ |
| 2024-01-23 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 11,988 | 0.00 | — | 93,867 | — | ↗ |
| 2024-01-23 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 1,537 | 0.00 | — | 575,290 | — | ↗ |
| 2024-01-23 | PARK JOHN J | Officer | A-Award | A | Common Stock | 10,759 | 0.00 | — | 615,135 | — | ↗ |
| 2024-01-23 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 3,842 | 0.00 | — | 124,535 | — | ↗ |
| 2024-01-23 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 43,037 | 0.00 | — | 838,609 | — | ↗ |
| 2024-01-05 | ALEXANDER MARK A | Director | J-Other | A | Common Stock | 558 | 64.85 | 36.2K | 29,584 | — | ↗ |
| 2023-12-14 | Zander Brian H | Officer | S-Sale | D | Common Stock | 200 | 65.26 | 13.1K | 4,224 | — | ↗ |
| 2023-11-08 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 82,418 | — | ↗ |
| 2023-07-03 | van Ommen Nick J.M. | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 27,952 | — | ↗ |
| 2023-07-03 | Talma Stheeman Mechthild Elisabeth | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 3,268 | — | ↗ |
| 2023-07-03 | Niehaus Christopher | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 26,453 | — | ↗ |
| 2023-07-03 | LEWIS MARGARET G | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 13,065 | — | ↗ |
| 2023-07-03 | Hoysradt Jean | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 19,915 | — | ↗ |
| 2023-07-03 | Farrell Peter | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 18,086 | — | ↗ |
| 2023-07-03 | FLANAGAN ROBERT J | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 13,510 | — | ↗ |
| 2023-07-03 | CALAWAY TONIT M | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 8,291 | — | ↗ |
| 2023-07-03 | Beier Constantin H. | Director | F-InKind | D | Common Stock | 576 | 68.54 | 39.5K | 1,684 | — | ↗ |
| 2023-07-03 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 2,553 | 0.00 | — | 28,671 | — | ↗ |
| 2023-05-02 | ALEXANDER MARK A | Director | P-Purchase | A | Common Stock | 1,000 | 72.48 | 72.5K | 26,118 | — | ↗ |
| 2023-04-03 | Zander Brian H | Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 4,316 | — | ↗ |
| 2023-04-03 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 82,183 | — | ↗ |
| 2023-04-03 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 565,848 | — | ↗ |
| 2023-04-03 | PARK JOHN J | Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 606,670 | — | ↗ |
| 2023-04-03 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 28 | 76.27 | 2.1K | 108,962 | — | ↗ |
| 2023-04-03 | Fox Jason E. | Director / Officer | F-InKind | D | Common Stock | 28 | 76.27 | 2.1K | 797,340 | — | ↗ |
| 2023-02-17 | Zander Brian H | Officer | S-Sale | D | Common Stock | 200 | 84.14 | 16.8K | 4,266 | — | ↗ |
| 2023-02-15 | Zander Brian H | Officer | F-InKind | D | Common Stock | 83 | 83.63 | 6.9K | 4,706 | — | ↗ |
| 2023-02-15 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 1,615 | 83.63 | 135.1K | 82,133 | — | ↗ |
| 2023-02-15 | PARK JOHN J | Officer | F-InKind | D | Common Stock | 12 | 0.00 | — | 606,620 | — | ↗ |
| 2023-02-15 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 616 | 83.63 | 51.5K | 111,449 | — | ↗ |
| 2023-02-15 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 156,728 | 0.00 | — | 879,321 | — | ↗ |
| 2023-02-14 | PARK JOHN J | Officer | G-Gift | D | Common Stock | 1,772 | 0.00 | — | 604,872 | — | ↗ |
| 2023-02-07 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 19,697 | 0.00 | — | 95,383 | — | ↗ |
| 2023-02-07 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 17,333 | 0.00 | — | 565,798 | — | ↗ |
| 2023-02-07 | PARK JOHN J | Officer | A-Award | A | Common Stock | 23,636 | 0.00 | — | 606,632 | — | ↗ |
| 2023-02-07 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 4,502 | 0.00 | — | 112,065 | — | ↗ |
| 2023-02-07 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 70,914 | 0.00 | — | 722,593 | — | ↗ |
| 2023-01-24 | Zander Brian H | Officer | A-Award | A | Common Stock | 1,179 | 0.00 | — | 4,789 | — | ↗ |
| 2023-01-24 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 9,202 | 0.00 | — | 75,686 | — | ↗ |
| 2023-01-24 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 6,370 | 0.00 | — | 548,465 | — | ↗ |
| 2023-01-24 | PARK JOHN J | Officer | A-Award | A | Common Stock | 8,258 | 0.00 | — | 582,996 | — | ↗ |
| 2023-01-24 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 4,995 | 0.00 | — | 107,734 | — | ↗ |
| 2023-01-24 | Fox Jason E. | Officer | A-Award | A | Common Stock | 30,674 | 0.00 | — | 651,679 | — | ↗ |
| 2023-01-03 | Talma Stheeman Mechthild Elisabeth | Director | A-Award | A | Common Stock | 1,022 | 0.00 | — | 1,022 | — | ↗ |
| 2022-12-08 | Talma Stheeman Mechthild Elisabeth | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-09 | PARK JOHN J | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 574,738 | — | ↗ |
| 2022-11-09 | Fox Jason E. | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 621,405 | — | ↗ |
| 2022-11-05 | Zander Brian H | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,606 | — | ↗ |
| 2022-09-23 | Fox Jason E. | Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 621,005 | — | ↗ |
| 2022-07-01 | van Ommen Nick J.M. | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 25,399 | — | ↗ |
| 2022-07-01 | Niehaus Christopher | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 22,928 | — | ↗ |
| 2022-07-01 | LEWIS MARGARET G | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 10,512 | — | ↗ |
| 2022-07-01 | Hoysradt Jean | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 17,362 | — | ↗ |
| 2022-07-01 | Farrell Peter | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 15,533 | — | ↗ |
| 2022-07-01 | FLANAGAN ROBERT J | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 10,957 | — | ↗ |
| 2022-07-01 | CALAWAY TONIT M | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 5,738 | — | ↗ |
| 2022-07-01 | Beier Constantin H. | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 2,260 | — | ↗ |
| 2022-07-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 1,919 | 0.00 | — | 25,118 | — | ↗ |
| 2022-04-01 | Beier Constantin H. | Director | A-Award | A | Common Stock | 488 | 0.00 | — | 488 | — | ↗ |
| 2022-03-10 | Beier Constantin H. | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-02-15 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 4,393 | 76.20 | 334.7K | 66,352 | — | ↗ |
| 2022-02-15 | Mahalingam Arjun | Officer | F-InKind | D | Common Stock | 1,150 | 76.20 | 87.6K | 12,740 | — | ↗ |
| 2022-02-15 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 2,512 | 76.20 | 191.4K | 98,347 | — | ↗ |
| 2022-02-08 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 4,709 | 74.63 | 351.4K | 70,745 | — | ↗ |
| 2022-02-08 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 15,833 | 0.00 | — | 542,095 | — | ↗ |
| 2022-02-08 | PARK JOHN J | Officer | A-Award | A | Common Stock | 21,590 | 0.00 | — | 574,638 | — | ↗ |
| 2022-02-08 | Mahalingam Arjun | Officer | F-InKind | D | Common Stock | 651 | 74.63 | 48.6K | 13,890 | — | ↗ |
| 2022-02-08 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 3,532 | 74.63 | 263.6K | 100,859 | — | ↗ |
| 2022-02-08 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 50,380 | 0.00 | — | 621,305 | — | ↗ |
| 2022-01-12 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 9,488 | 0.00 | — | 62,500 | — | ↗ |
| 2022-01-12 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 6,242 | 0.00 | — | 526,262 | — | ↗ |
| 2022-01-12 | PARK JOHN J | Officer | A-Award | A | Common Stock | 8,364 | 0.00 | — | 553,048 | — | ↗ |
| 2022-01-12 | Mahalingam Arjun | Officer | A-Award | A | Common Stock | 2,871 | 0.00 | — | 13,103 | — | ↗ |
| 2022-01-12 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 4,744 | 0.00 | — | 87,512 | — | ↗ |
| 2022-01-12 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 29,962 | 0.00 | — | 570,925 | — | ↗ |
| 2021-12-30 | Fox Jason E. | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 540,963 | — | ↗ |
| 2021-10-15 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 82,768 | — | ↗ |
| 2021-07-01 | van Ommen Nick J.M. | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 23,480 | — | ↗ |
| 2021-07-01 | Niehaus Christopher | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 20,073 | — | ↗ |
| 2021-07-01 | LEWIS MARGARET G | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 8,593 | — | ↗ |
| 2021-07-01 | Hoysradt Jean | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 15,443 | — | ↗ |
| 2021-07-01 | Hansing Axel K.A. | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 16,733 | — | ↗ |
| 2021-07-01 | Farrell Peter | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 13,614 | — | ↗ |
| 2021-07-01 | FLANAGAN ROBERT J | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 9,038 | — | ↗ |
| 2021-07-01 | CALAWAY TONIT M | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 3,819 | — | ↗ |
| 2021-07-01 | ALEXANDER MARK A | Director | A-Award | A | Common Stock | 2,141 | 0.00 | — | 23,199 | — | ↗ |
| 2021-02-15 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 2,423 | 70.39 | 170.6K | 52,869 | — | ↗ |
| 2021-02-15 | Mahalingam Arjun | Officer | F-InKind | D | Common Stock | 870 | 70.39 | 61.2K | 10,085 | — | ↗ |
| 2021-02-15 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 1,985 | 70.39 | 139.7K | 82,668 | — | ↗ |
| 2021-02-09 | Sanzone ToniAnn | Officer | F-InKind | D | Common Stock | 3,271 | 68.68 | 224.7K | 55,292 | — | ↗ |
| 2021-02-09 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 16,222 | 0.00 | — | 520,020 | — | ↗ |
| 2021-02-09 | PARK JOHN J | Officer | A-Award | A | Common Stock | 20,279 | 0.00 | — | 544,684 | — | ↗ |
| 2021-02-09 | Mahalingam Arjun | Officer | F-InKind | D | Common Stock | 588 | 68.68 | 40.4K | 10,955 | — | ↗ |
| 2021-02-09 | Gordon Brooks G. | Director / Officer | F-InKind | D | Common Stock | 3,168 | 68.68 | 217.6K | 84,653 | — | ↗ |
| 2021-02-09 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 33,800 | 0.00 | — | 541,463 | — | ↗ |
| 2021-01-13 | Sanzone ToniAnn | Officer | A-Award | A | Common Stock | 12,201 | 0.00 | — | 49,101 | — | ↗ |
| 2021-01-13 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 9,385 | 0.00 | — | 503,798 | — | ↗ |
| 2021-01-13 | PARK JOHN J | Officer | A-Award | A | Common Stock | 12,576 | 0.00 | — | 524,405 | — | ↗ |
| 2021-01-13 | Mahalingam Arjun | Officer | A-Award | A | Common Stock | 3,378 | 0.00 | — | 10,192 | — | ↗ |
| 2021-01-13 | Gordon Brooks G. | Director / Officer | A-Award | A | Common Stock | 6,382 | 0.00 | — | 79,710 | — | ↗ |
| 2021-01-13 | Fox Jason E. | Director / Officer | A-Award | A | Common Stock | 40,546 | 0.00 | — | 507,663 | — | ↗ |
| 2020-11-23 | Sabatini Gino M. | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 494,413 | — | ↗ |
| 2020-11-16 | Sabatini Gino M. | Director / Officer | G-Gift | D | Common Stock | 5,582 | 0.00 | — | 504,413 | — | ↗ |
| 2020-11-12 | Sabatini Gino M. | Director / Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 509,995 | — | ↗ |
| 2020-11-05 | Sabatini Gino M. | Director / Officer | G-Gift | D | Common Stock | 159,749 | 0.00 | — | 509,895 | — | ↗ |
| 2020-10-01 | CALAWAY TONIT M | Director | A-Award | A | Common Stock | 1,678 | 0.00 | — | 1,678 | — | ↗ |
| 2020-09-17 | CALAWAY TONIT M | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-07-01 | van Ommen Nick J.M. | Director | A-Award | A | Common Stock | 2,180 | 0.00 | — | 21,339 | — | ↗ |
| 2020-07-01 | Niehaus Christopher | Director | A-Award | A | Common Stock | 2,180 | 0.00 | — | 17,033 | — | ↗ |
| 2020-07-01 | LEWIS MARGARET G | Director | A-Award | A | Common Stock | 2,180 | 0.00 | — | 6,452 | — | ↗ |
| 2020-07-01 | Hoysradt Jean | Director | A-Award | A | Common Stock | 2,180 | 0.00 | — | 13,302 | — | ↗ |
| 2020-07-01 | Hansing Axel K.A. | Director | A-Award | A | Common Stock | 2,180 | 0.00 | — | 14,592 | — | ↗ |
Executive team
Top executives
EBIT / Employee
3.92M
Shares Outstanding
222.74M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jason E. Fox CEO | 1.00M | — | 7.99M | — | 1.77M | 30.0K | 10.79M | 74.04% | ↗ |
| 2 | 2025 | ToniAnn Sanzone CFO | 647.3K | — | 2.74M | — | 860.3K | 30.0K | 4.28M | 64.04% | ↗ |
| 3 | 2025 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.55M | — | 1.57M | 30.0K | 3.65M | 42.38% | ↗ |
| 4 | 2025 | Jeremiah H. Gregory Head of Strategy and Capital Markets | 447.0K | — | 1.48M | — | 860.3K | 30.0K | 2.82M | 52.59% | ↗ |
| 5 | 2025 | Brooks G. Gordon Head of Asset Management | 450.0K | — | 1.20M | — | 630.9K | 30.0K | 2.31M | 51.89% | ↗ |
| 6 | 2024 | Jason E. Fox CEO | 1.00M | — | 7.71M | — | 1.41M | 33.0K | 10.15M | 75.96% | ↗ |
| 7 | 2024 | John J. Park President | 550.0K | — | 4.33M | — | 938.8K | 33.0K | 5.85M | 73.98% | ↗ |
| 8 | 2024 | ToniAnn Sanzone CFO | 550.0K | — | 2.45M | — | 704.0K | 33.0K | 3.74M | 65.55% | ↗ |
| 9 | 2024 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.59M | — | 1.15M | 33.0K | 3.27M | 48.56% | ↗ |
| 10 | 2024 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.59M | — | 1.15M | 33.0K | 3.27M | 48.56% | ↗ |
| 11 | 2024 | Brooks G. Gordon Head of Asset Management | 450.0K | — | 1.41M | — | 516.4K | 33.0K | 2.41M | 58.47% | ↗ |
| 12 | 2023 | Jason E. Fox CEO | 1.00M | — | 10.46M | — | 1.50M | 33.0K | 12.99M | 80.50% | ↗ |
| 13 | 2023 | ToniAnn Sanzone CFO | 550.0K | — | 3.17M | — | 750.0K | 33.0K | 4.50M | 70.37% | ↗ |
| 14 | 2023 | John J. Park President | 550.0K | — | 2.83M | — | 1.00M | 33.0K | 4.41M | 64.13% | ↗ |
| 15 | 2023 | Gino M. Sabatini Head of Investments | 500.0K | — | 2.18M | — | 1.22M | 33.0K | 3.93M | 55.41% | ↗ |
| 16 | 2023 | Gino M. Sabatini Head of Investments | 500.0K | — | 2.18M | — | 1.22M | 33.0K | 3.93M | 55.41% | ↗ |
| 17 | 2023 | Brooks G. Gordon Head of Asset Management | 449.5K | — | 1.69M | — | 550.0K | 33.0K | 2.72M | 62.06% | ↗ |
| 18 | 2022 | Jason E. Fox CEO | 996.2K | — | 6.48M | — | 1.90M | 30.5K | 9.41M | 68.88% | ↗ |
| 19 | 2022 | John J. Park President | 549.5K | — | 1.81M | — | 1.40M | 30.5K | 3.79M | 47.81% | ↗ |
| 20 | 2022 | ToniAnn Sanzone CFO | 549.5K | — | 2.05M | — | 1.05M | 30.7K | 3.68M | 55.69% | ↗ |
| 21 | 2022 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.35M | — | 1.36M | 32.4K | 3.24M | 41.61% | ↗ |
| 22 | 2022 | Brooks G. Gordon Head of Asset Management | 424.5K | — | 1.02M | — | 770.0K | 30.5K | 2.25M | 45.54% | ↗ |
| 23 | 2021 | Jason E. Fox CEO | 800.0K | — | 7.07M | — | 2.21M | 29.0K | 10.10M | 69.97% | ↗ |
| 24 | 2021 | John J. Park President | 525.0K | — | 2.19M | — | 1.47M | 30.1K | 4.22M | 51.99% | ↗ |
| 25 | 2021 | ToniAnn Sanzone CFO | 525.0K | — | 2.13M | — | 1.10M | 29.6K | 3.78M | 56.21% | ↗ |
| 26 | 2021 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.64M | — | 1.27M | 29.0K | 3.43M | 47.67% | ↗ |
| 27 | 2021 | Brooks G. Gordon Head of Asset Management | 400.0K | — | 1.12M | — | 808.5K | 29.0K | 2.36M | 47.52% | ↗ |
| 28 | 2020 | Jason E. Fox CEO | 799.6K | — | 5.15M | — | 1.43M | 28.5K | 7.41M | 69.58% | ↗ |
| 29 | 2020 | John J. Park President | 525.0K | — | 1.72M | — | 950.0K | 28.5K | 3.22M | 53.32% | ↗ |
| 30 | 2020 | ToniAnn Sanzone CFO | 524.6K | — | 1.43M | — | 712.5K | 28.5K | 2.70M | 53.07% | ↗ |
| 31 | 2020 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.27M | — | 767.5K | 28.5K | 2.56M | 49.42% | ↗ |
| 32 | 2020 | Brooks G. Gordon Head of Asset Management | 399.4K | — | 1.00M | — | 522.5K | 28.5K | 1.95M | 51.31% | ↗ |
| 33 | 2019 | Jason E. Fox CEO | 749.8K | — | 4.78M | — | 1.36M | 28.0K | 6.92M | 69.15% | ↗ |
| 34 | 2019 | John J. Park President | 525.0K | — | 2.05M | — | 969.0K | 28.0K | 3.57M | 57.39% | ↗ |
| 35 | 2019 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.50M | — | 858.6K | 28.0K | 2.89M | 52.02% | ↗ |
| 36 | 2019 | ToniAnn Sanzone CFO | 474.8K | — | 1.23M | — | 581.4K | 28.0K | 2.31M | 53.15% | ↗ |
| 37 | 2019 | Brooks G. Gordon Head of Asset Management | 319.9K | — | 820.1K | — | 484.5K | 28.0K | 1.65M | 49.63% | ↗ |
| 38 | 2018 | Jason E. Fox CEO | 700.0K | — | 2.50M | — | 1.42M | 36.2K | 4.65M | 53.74% | ↗ |
| 39 | 2018 | John J. Park President | 525.0K | — | 1.50M | — | 1.10M | 36.2K | 3.16M | 47.45% | ↗ |
| 40 | 2018 | Gino M. Sabatini Head of Investments | 500.0K | — | 1.20M | — | 1.05M | 36.2K | 2.79M | 43.07% | ↗ |
| 41 | 2018 | ToniAnn Sanzone CFO | 425.0K | — | 699.9K | — | 600.0K | 36.2K | 1.76M | 39.74% | ↗ |
| 42 | 2018 | Brooks G. Gordon Head of Asset Management | 300.0K | — | 599.9K | — | 550.0K | 36.2K | 1.49M | 40.37% | ↗ |
| 43 | 2017 | Mark J. DeCesaris Former CEO | 700.0K | — | 2.20M | — | 2.50M | 32.0K | 5.43M | 40.50% | ↗ |
| 44 | 2017 | John J. Park President | 357.0K | — | 1.47M | — | 1.20M | 32.0K | 3.06M | 48.10% | ↗ |
| 45 | 2017 | John J. Park Current President; Former Director of Strategy and Capital Markets | 357.0K | — | 1.47M | — | 1.20M | 32.0K | 3.06M | 48.10% | ↗ |
| 46 | 2017 | Jason E. Fox Current CEO; former President | 400.0K | — | 1.43M | — | 1.00M | 32.0K | 2.86M | 49.96% | ↗ |
| 47 | 2017 | Jason E. Fox CEO | 400.0K | — | 1.43M | — | 1.00M | 32.0K | 2.86M | 49.96% | ↗ |
| 48 | 2017 | Mark M. Goldberg Former President of Investment Management | 232.7K | — | 1.33M | — | — | 32.0K | 1.59M | 83.40% | ↗ |
| 49 | 2017 | ToniAnn Sanzone CFO | 391.9K | — | 599.9K | — | 550.0K | 32.0K | 1.57M | 38.12% | ↗ |
| 50 | 2016 | Trevor P. Bond Former CEO | 75.4K | — | 2.44M | — | — | 5.15M | 7.66M | 31.79% | ↗ |
| 51 | 2016 | Mark J. DeCesaris CEO | 627.3K | 1.20M | 2.27M | — | — | 30.3K | 4.13M | 55.05% | ↗ |
| 52 | 2016 | Mark J. DeCesaris Former CEO | 627.3K | 1.20M | 2.27M | — | — | 30.3K | 4.13M | 55.05% | ↗ |
| 53 | 2016 | John J. Park President | 357.0K | 930.0K | 2.26M | — | — | 30.3K | 3.58M | 63.16% | ↗ |
| 54 | 2016 | John J. Park Current President; Former Director of Strategy and Capital Markets | 357.0K | 930.0K | 2.26M | — | — | 30.3K | 3.58M | 63.16% | ↗ |
| 55 | 2016 | John J. Park Director, Strategic Planning | 357.0K | 930.0K | 2.26M | — | — | 30.3K | 3.58M | 63.16% | ↗ |
| 56 | 2016 | Thomas E. Zacharias COO | 357.0K | 900.0K | 2.26M | — | — | 30.3K | 3.55M | 63.69% | ↗ |
| 57 | 2016 | Mark M. Goldberg President, Investment Management | 508.6K | 550.0K | 2.26M | — | — | 30.3K | 3.35M | 67.47% | ↗ |
| 58 | 2016 | Mark M. Goldberg Former President of Investment Management | 508.6K | 550.0K | 2.26M | — | — | 30.3K | 3.35M | 67.47% | ↗ |
| 59 | 2016 | Jason E. Fox Current CEO; former President | 400.0K | 795.0K | 1.87M | — | — | 30.3K | 3.10M | 60.42% | ↗ |
| 60 | 2016 | Jason E. Fox CEO | 400.0K | 795.0K | 1.87M | — | — | 30.3K | 3.10M | 60.42% | ↗ |
| 61 | 2016 | Jason E. Fox President | 400.0K | 795.0K | 1.87M | — | — | 30.3K | 3.10M | 60.42% | ↗ |
| 62 | 2016 | Hisham A. Kader Former CFO | 236.7K | — | 1.45M | — | — | 30.3K | 1.72M | 84.45% | ↗ |
| 63 | 2016 | ToniAnn Sanzone CFO | 262.3K | 350.0K | 263.2K | — | — | 30.3K | 905.9K | 29.06% | ↗ |
| 64 | 2015 | Trevor P. Bond Former CEO | 700.0K | 1.70M | 2.50M | — | — | 56.1K | 4.96M | 50.47% | ↗ |
| 65 | 2015 | Thomas E. Zacharias COO | 357.0K | 1.20M | 1.49M | — | — | 42.9K | 3.09M | 48.24% | ↗ |
| 66 | 2015 | Catherine D. Rice Former CFO | 408.0K | 930.0K | 1.49M | — | — | 132.2K | 2.96M | 50.35% | ↗ |
| 67 | 2015 | Mark M. Goldberg Former President of Investment Management | 476.6K | 930.0K | 1.49M | — | — | 40.7K | 2.94M | 50.74% | ↗ |
| 68 | 2015 | Mark M. Goldberg President, Investment Management | 476.6K | 930.0K | 1.49M | — | — | 40.7K | 2.94M | 50.74% | ↗ |
| 69 | 2015 | Jason E. Fox President | 361.0K | 795.4K | — | — | — | 44.5K | 1.20M | 0.00% | ↗ |
| 70 | 2015 | Jason E. Fox Current CEO; former President | 361.0K | 795.4K | — | — | — | 44.5K | 1.20M | 0.00% | ↗ |
| 71 | 2015 | Hisham A. Kader Current CFO | 270.0K | 450.0K | 190.1K | — | — | 61.5K | 971.6K | 19.56% | ↗ |
| 72 | 2015 | Hisham A. Kader Former CFO | 270.0K | 450.0K | 190.1K | — | — | 39.5K | 949.6K | 20.02% | ↗ |
| 73 | 2014 | Trevor P. Bond CEO | 700.0K | 1.91M | 3.94M | — | — | 292.0K | 6.84M | 57.60% | ↗ |
| 74 | 2014 | Trevor P. Bond Former CEO | 700.0K | 1.91M | 2.73M | — | — | 30.0K | 5.37M | 50.89% | ↗ |
| 75 | 2014 | Catherine D. Rice CFO | 400.0K | 1.10M | 2.35M | — | — | 104.6K | 3.95M | 59.47% | ↗ |
| 76 | 2014 | Thomas E. Zacharias COO | 350.0K | 1.34M | 1.63M | — | — | 30.0K | 3.35M | 48.70% | ↗ |
| 77 | 2014 | Mark M. Goldberg President, Investment Management | 870.0K | 792.0K | 1.63M | — | — | 30.0K | 3.32M | 49.06% | ↗ |
| 78 | 2014 | Catherine D. Rice Former CFO | 400.0K | 1.10M | 1.63M | — | — | 104.6K | 3.23M | 50.46% | ↗ |
| 79 | 2014 | Jason E. Fox President | 200.0K | 1.29M | — | — | — | 965.0K | 2.46M | 0.00% | ↗ |
| 80 | 2014 | John D. Miller Chief Investment Officer | 300.0K | 325.0K | 287.4K | — | — | 120.0K | 1.03M | 27.84% | ↗ |
| 81 | 2014 | Hisham A. Kader Current CFO | 270.0K | 350.0K | 186.0K | — | — | 50.7K | 856.7K | 21.71% | ↗ |
| 82 | 2013 | Trevor P. Bond CEO | 700.0K | 1.91M | 3.56M | — | — | 270.4K | 6.44M | 55.29% | ↗ |
| 83 | 2013 | Trevor P. Bond Former CEO | 700.0K | 1.91M | 2.52M | — | — | 270.4K | 5.40M | 46.68% | ↗ |
| 84 | 2013 | Catherine D. Rice CFO | 384.6K | 995.0K | 2.25M | — | — | 79.3K | 3.71M | 60.63% | ↗ |
| 85 | 2013 | Thomas E. Zacharias COO | 350.0K | 1.32M | 1.71M | — | — | 146.0K | 3.53M | 48.53% | ↗ |
| 86 | 2013 | Mark M. Goldberg President, Carey Financial | 581.6K | 720.0K | 1.93M | — | — | 121.0K | 3.36M | 57.63% | ↗ |
| 87 | 2013 | Catherine D. Rice Former CFO | 384.6K | 995.0K | 1.68M | — | — | 79.3K | 3.14M | 53.55% | ↗ |
| 88 | 2013 | Mark M. Goldberg President, Investment Management | 581.6K | 720.0K | 1.37M | — | — | 121.0K | 2.79M | 49.06% | ↗ |
| 89 | 2013 | Jason E. Fox President | 200.0K | 1.11M | — | — | — | 404.1K | 1.72M | 0.00% | ↗ |
| 90 | 2013 | John D. Miller Chief Investment Officer | 300.0K | 325.0K | 282.5K | — | — | 110.9K | 1.02M | 27.74% | ↗ |
| 91 | 2013 | Hisham A. Kader Current CFO | 265.0K | 250.0K | 169.5K | — | — | 54.9K | 739.4K | 22.92% | ↗ |
| 92 | 2013 | Mark J. DeCesaris Former CFO | 80.8K | — | — | — | — | 103.7K | 184.5K | 0.00% | ↗ |
| 93 | 2012 | Trevor P. Bond CEO | 700.0K | 1.78M | 5.67M | — | — | 168.9K | 8.31M | 68.18% | ↗ |
| 94 | 2012 | Thomas E. Zacharias COO | 350.0K | 1.23M | 1.22M | — | — | 164.9K | 2.97M | 41.17% | ↗ |
| 95 | 2012 | Mark J. DeCesaris CFO | 300.0K | 925.0K | 1.22M | — | — | 178.6K | 2.62M | 46.53% | ↗ |
| 96 | 2012 | Mark J. DeCesaris Former CFO | 300.0K | 925.0K | 1.22M | — | — | 178.6K | 2.62M | 46.53% | ↗ |
| 97 | 2012 | Mark M. Goldberg President, Carey Financial | 685.0K | 620.0K | 977.0K | — | — | 124.0K | 2.41M | 40.61% | ↗ |
| 98 | 2012 | Mark M. Goldberg President, Investment Management | 685.0K | 620.0K | 977.0K | — | — | 124.0K | 2.41M | 40.61% | ↗ |
| 99 | 2012 | John D. Miller Chief Investment Officer | 300.0K | 310.0K | 488.5K | — | — | 74.6K | 1.17M | 41.64% | ↗ |
| 100 | 2011 | Trevor P. Bond CEO | 700.0K | 1.78M | 1.41M | — | — | 67.8K | 3.96M | 35.75% | ↗ |
| 101 | 2011 | Thomas E. Zacharias COO | 350.0K | 1.23M | 961.2K | — | — | 169.7K | 2.71M | 35.46% | ↗ |
| 102 | 2011 | Mark J. DeCesaris CFO | 300.0K | 925.0K | 961.2K | — | — | 114.9K | 2.30M | 41.77% | ↗ |
| 103 | 2011 | Mark J. DeCesaris Former CFO | 300.0K | 925.0K | 961.2K | — | — | 114.9K | 2.30M | 41.77% | ↗ |
| 104 | 2011 | Mark M. Goldberg President, Carey Financial | 552.1K | 620.0K | 769.0K | — | — | 111.2K | 2.05M | 37.47% | ↗ |
| 105 | 2011 | Wm. Polk Carey Chairman | 300.0K | — | 1.41M | — | — | 255.0K | 1.97M | 71.83% | ↗ |
| 106 | 2011 | John D. Miller Chief Investment Officer | 250.0K | 310.0K | 192.2K | — | — | 59.6K | 811.8K | 23.68% | ↗ |
| 107 | 2010 | Wm. Polk Carey Chairman | 300.0K | 1.00M | 1.19M | — | — | 233.6K | 2.72M | 43.68% | ↗ |
| 108 | 2010 | Thomas E. Zacharias COO | 350.0K | 1.04M | 808.1K | — | — | 183.3K | 2.38M | 33.94% | ↗ |
| 109 | 2010 | Mark M. Goldberg President, Carey Financial | 534.4K | 520.0K | 646.5K | — | — | 157.2K | 1.86M | 34.79% | ↗ |
| 110 | 2010 | Mark J. DeCesaris CFO | 300.0K | 780.0K | 646.5K | — | — | 104.5K | 1.83M | 35.31% | ↗ |
| 111 | 2010 | Gordon F. DuGan Former CEO | 375.4K | — | 1.19M | — | — | 263.5K | 1.83M | 65.06% | ↗ |
| 112 | 2010 | Trevor P. Bond CEO | 333.8K | 750.0K | — | — | — | 38.5K | 1.12M | 0.00% | ↗ |
| 113 | 2010 | John D. Miller Chief Investment Officer | 250.0K | 264.0K | 161.6K | — | — | 55.0K | 730.7K | 22.12% | ↗ |
| 114 | 2009 | Gordon F. DuGan CEO | 600.0K | 985.0K | 940.6K | — | — | 261.2K | 2.79M | 33.75% | ↗ |
| 115 | 2009 | Gordon F. DuGan Former CEO | 600.0K | 985.0K | 940.6K | — | — | 261.2K | 2.79M | 33.75% | ↗ |
| 116 | 2009 | Wm. Polk Carey Chairman | 300.0K | 880.0K | 940.6K | — | — | 175.6K | 2.30M | 40.96% | ↗ |
| 117 | 2009 | Edward V. LaPuma Former Managing Director | 300.0K | — | — | — | — | 1.68M | 1.98M | 0.00% | ↗ |
| 118 | 2009 | Thomas E. Zacharias COO | 350.0K | 800.0K | 639.0K | — | — | 159.1K | 1.95M | 32.80% | ↗ |
| 119 | 2009 | Mark J. DeCesaris Acting CFO | 250.0K | 600.0K | 447.3K | — | — | 100.4K | 1.40M | 32.00% | ↗ |
| 120 | 2009 | Mark J. DeCesaris CFO | 250.0K | 600.0K | 447.3K | — | — | 100.4K | 1.40M | 32.00% | ↗ |
| 121 | 2009 | John D. Miller Chief Investment Officer | 250.0K | 220.0K | 127.8K | — | — | 43.4K | 641.2K | 19.93% | ↗ |
| 122 | 2008 | Edward V. LaPuma Former Managing Director | 300.0K | 175.0K | — | — | — | 3.74M | 4.22M | 0.00% | ↗ |
| 123 | 2008 | Edward V. LaPuma Managing Director | 300.0K | 175.0K | — | — | — | 3.72M | 4.19M | 0.00% | ↗ |
| 124 | 2008 | Gordon F. DuGan CEO | 600.0K | 896.0K | 1.05M | — | — | 220.5K | 2.76M | 37.85% | ↗ |
| 125 | 2008 | Gordon F. DuGan Former CEO | 600.0K | 896.0K | 1.05M | — | — | 220.5K | 2.76M | 37.85% | ↗ |
| 126 | 2008 | Wm. Polk Carey Chairman | 300.0K | 800.0K | 1.05M | — | — | 141.2K | 2.29M | 45.72% | ↗ |
| 127 | 2008 | Thomas E. Zacharias COO | 350.0K | 760.0K | 710.0K | — | — | 142.6K | 1.96M | 36.17% | ↗ |
| 128 | 2008 | Mark J. DeCesaris Acting CFO | 250.0K | 500.0K | 497.1K | — | — | 94.5K | 1.34M | 37.05% | ↗ |
| 129 | 2008 | Mark J. DeCesaris CFO | 250.0K | 500.0K | 497.1K | — | — | 94.5K | 1.34M | 37.05% | ↗ |
| 130 | 2008 | John D. Miller Chief Investment Officer | 250.0K | 220.0K | 142.0K | — | — | 42.3K | 654.3K | 21.71% | ↗ |
| 131 | 2007 | Edward V. LaPuma Managing Director | 300.0K | — | 49.7K | 110.8K | 1.39M | 2.05M | 3.90M | 4.12% | ↗ |
| 132 | 2007 | Edward V. LaPuma, Managing Director | 300.0K | — | 49.7K | 110.8K | 1.39M | 2.05M | 3.90M | 4.12% | ↗ |
| 133 | 2007 | Edward V. LaPuma Former Managing Director | 300.0K | — | — | 86.8K | 1.39M | 2.08M | 3.86M | 2.25% | ↗ |
| 134 | 2007 | Gordon F. DuGan, CEO | 600.0K | 1.12M | — | 80.5K | 62.3K | 160.2K | 2.02M | 3.98% | ↗ |
| 135 | 2007 | Gordon F. DuGan CEO | 600.0K | 1.12M | — | 46.3K | 62.3K | 160.2K | 1.99M | 2.33% | ↗ |
| 136 | 2007 | Thomas E. Zacharias, COO | 350.0K | 950.0K | — | 94.2K | 19.1K | 119.1K | 1.53M | 6.15% | ↗ |
| 137 | 2007 | Wm. Polk Carey Chairman | 300.0K | 1.00M | — | 30.1K | 49.3K | 102.8K | 1.48M | 2.03% | ↗ |
| 138 | 2007 | Wm. Polk Carey, Chairman | 300.0K | 1.00M | — | 30.1K | 49.3K | 102.8K | 1.48M | 2.03% | ↗ |
| 139 | 2007 | Thomas E. Zacharias COO | 350.0K | 950.0K | — | 24.7K | 19.1K | 119.1K | 1.46M | 1.69% | ↗ |
| 140 | 2007 | Mark J. DeCesaris, Acting CFO | 250.0K | 625.0K | 75.5K | 44.9K | — | 76.2K | 1.08M | 11.16% | ↗ |
| 141 | 2007 | Mark J. DeCesaris Acting CFO | 250.0K | 625.0K | — | 12.0K | 7.9K | 76.2K | 971.1K | 1.23% | ↗ |
| 142 | 2007 | John D. Miller Chief Investment Officer | 250.0K | 275.0K | — | 3.9K | 6.2K | 40.1K | 575.2K | 0.68% | ↗ |
| 143 | 2006 | Edward V. LaPuma, Managing Director | 300.0K | — | 113.6K | 74.6K | 877.1K | 1.46M | 2.83M | 6.66% | ↗ |
| 144 | 2006 | Edward V. LaPuma Managing Director | 300.0K | — | 113.6K | 74.6K | 877.1K | 1.46M | 2.83M | 6.66% | ↗ |
| 145 | 2006 | Gordon F. DuGan CEO | 600.0K | 1.00M | — | 52.2K | — | 132.7K | 1.78M | 2.92% | ↗ |
| 146 | 2006 | Gordon F. DuGan, CEO | 600.0K | 1.00M | — | 52.2K | — | 132.7K | 1.78M | 2.92% | ↗ |
| 147 | 2006 | Thomas E. Zacharias COO | 350.0K | 850.0K | — | 67.2K | — | 101.5K | 1.37M | 4.91% | ↗ |
| 148 | 2006 | Thomas E. Zacharias, COO | 350.0K | 850.0K | — | 67.2K | — | 101.5K | 1.37M | 4.91% | ↗ |
| 149 | 2006 | Wm Polk Carey, Chairman | 300.0K | 900.0K | — | 7.9K | — | 99.1K | 1.31M | 0.61% | ↗ |
| 150 | 2006 | Wm. Polk Carey, Chairman | 300.0K | 900.0K | — | 7.9K | — | 94.2K | 1.30M | 0.61% | ↗ |
| 151 | 2006 | Wm. Polk Carey Chairman | 300.0K | 900.0K | — | 7.9K | — | 94.2K | 1.30M | 0.61% | ↗ |
| 152 | 2006 | Mark J. DeCesaris Acting CFO | 250.0K | 550.0K | 68.6K | 22.9K | — | 69.0K | 960.6K | 9.53% | ↗ |
| 153 | 2006 | Mark J. DeCesaris, Acting CFO | 250.0K | 550.0K | 68.6K | 22.9K | 7.9K | 69.0K | 960.6K | 9.53% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jason Fox | CEO, President & Board Member | 3M | male |
| Gino Sabatini | MD & Head of Investments | 2M | male |
| Toni Ann Sanzone | MD & Chief Financial Officer | 2M | female |
| Jeremiah Gregory | MD, Head of Strategy & Capital Markets | 1M | male |
| Brooks G. Gordon | MD & Head of Asset Management | 1M | male |
| John D. Miller | Chief Investment Officer & MD | 745.0K | male |
| Chris Hayes | Managing Director | — | male |
| Charlie Stocks | Senior VP and Head of Construction & Development | — | male |
| Anna Mo | Senior Property Manager | — | female |
| Darren Sharlach | MD & Senior Global Transaction Counsel | — | male |
| Craig Vachris | Executive Director & Chief Credit Officer | — | male |
| Connor Kane | Vice President of Self Storage | — | male |
ESG Rating
ESG Score History REIT - DIVERSIFIED
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-01-12 | 2026-01-20 | Gary Peters | MI | Self | Purchase | $15,001 - $50,000 | ↗ |
| 2026-01-12 | 2026-01-20 | Gary Peters | MI | Self | Purchase | $15,001 - $50,000 | ↗ |
| 2018-04-03 | 2018-05-10 | Sheldon Whitehouse | RI | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2017-04-05 | 2017-05-10 | Sheldon Whitehouse | RI | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2016-01-26 | 2016-02-12 | Gary Peters | MI | Self | Purchase | $1,001 - $15,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-07-16 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-07-10 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-03-16 | 2022-04-19 | John Rutherford | FL05 | — | Sale | $1,001 - $15,000 | ↗ |
| 2020-04-07 | 2020-04-29 | Francis Rooney | FL19 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-23 | 2020-04-11 | Zoe Lofgren | CA19 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-06-24 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-04-03 | 2020-04-27 | Donna Shalala | FL27 | -- | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for WPC
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.
