Watsco, Inc. (WSO)
Miami, FL, US
Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. The company also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.
Based on only 1 article — low confidence
- Top 50 High-Quality Dividend Growth Stocks For July 2026 Seeking Alpha
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.46% | -2.31% | -16.16% | -12.04% | +5.98% | +8.95% | -15.37% | +13.17% | +26.12% | +173.49% | +17,216.04% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 11 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
485.00
+23.3%
|
| Last Year | 9 |
414.89
+5.4%
|
| All Time | 21 |
411.62
+4.6%
|
-
Revenue growth Industrial - Distribution: +4.8%-5.0% Q1'26: +0.1% (vs Q1'25)
-
EPS growth Industrial - Distribution: +8.9%-7.9% Q1'26: -3.1% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Distribution: +12.0%+6.8% Q1'26: -1.7% (vs Q1'25)
-
EBIT margin Industrial - Distribution: +5.8%+10.2% ★ Q1'26: +7.6% (vs Q1'25)
-
ROIC Industrial - Distribution: +7.4%+19.8% ★ Q1'26: +12.0% (vs Q1'25)
-
Share dilution Industrial - Distribution: +0.0%+1.0% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Distribution: 0.84×0.61× ★ Q1'26: 0.93× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 5 EPS Ana. |
Dec 2027 7 Rev. Ana. 5 EPS Ana. |
Dec 2028 5 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.24B
est: 1.27B (-2.4%)
|
1.18B
est: 1.27B (-7.0%)
|
1.23B
est: 948.40M (+30.0%)
|
1.32B
est: 1.20B (+9.7%)
|
1.68B
est: 1.44B (+16.7%)
|
1.80B
est: 1.73B (+3.9%)
|
1.76B
est: 2.01B (-12.7%)
|
1.70B
est: 1.83B (-7.3%)
|
2.00B
est: 2.40B (-16.7%)
|
2.84B
est: 3.05B (-6.9%)
|
2.98B
est: 3.16B (-5.9%)
|
3.43B
est: 3.74B (-8.1%)
|
3.74B
est: 3.65B (+2.7%)
|
3.94B
est: 3.91B (+0.9%)
|
4.11B
est: 4.11B (0.0%)
|
4.22B
est: 4.26B (-0.8%)
|
4.34B
est: 4.35B (-0.2%)
|
4.55B
est: 4.56B (-0.4%)
|
4.77B
est: 4.78B (-0.1%)
|
5.05B
est: 4.99B (+1.2%)
|
6.28B
est: 6.12B (+2.7%)
|
7.27B
est: 7.30B (-0.4%)
|
7.28B
est: 7.43B (-2.0%)
|
7.62B
est: 7.53B (+1.2%)
|
7.24B
est: 7.27B (-0.4%)
|
7.53B
7.37B – 7.78B
+3.6% YoY
|
7.91B
7.75B – 8.13B
+4.9% YoY
|
8.26B
8.25B – 8.26B
+4.4% YoY
|
9.24B
9.08B – 9.48B
+11.9% YoY
|
9.53B
9.36B – 9.77B
+3.1% YoY
|
| EBITDA |
63.28M
est: 50.90M (+24.3%)
|
58.99M
est: 52.74M (+11.8%)
|
68.61M
est: 57.06M (+20.2%)
|
88.82M
est: 76.68M (+15.8%)
|
123.35M
est: 101.13M (+22.0%)
|
141.18M
est: 134.66M (+4.8%)
|
117.57M
est: 120.14M (-2.1%)
|
105.68M
est: 105.23M (+0.4%)
|
89.59M
est: 78.05M (+14.8%)
|
176.34M
est: 141.66M (+24.5%)
|
210.78M
est: 172.13M (+22.4%)
|
240.82M
est: 201.19M (+19.7%)
|
288.92M
est: 224.37M (+28.8%)
|
323.67M
est: 266.18M (+21.6%)
|
355.87M
est: 305.41M (+16.5%)
|
365.70M
est: 336.66M (+8.6%)
|
375.91M
est: 326.41M (+15.2%)
|
394.18M
est: 353.48M (+11.5%)
|
391.40M
est: 353.99M (+10.6%)
|
426.94M
est: 311.75M (+36.9%)
|
656.66M
est: 475.26M (+38.2%)
|
840.59M
est: 511.58M (+64.3%)
|
803.72M
est: 806.44M (-0.3%)
|
792.10M
est: 816.54M (-3.0%)
|
781.43M
est: 788.71M (-0.9%)
|
817.24M
799.97M – 844.23M
+3.6% YoY
|
857.65M
840.30M – 881.50M
+4.9% YoY
|
895.56M
894.64M – 896.48M
+4.4% YoY
|
1.00B
985.06M – 1.03B
+11.9% YoY
|
1.03B
1.02B – 1.06B
+3.1% YoY
|
| EBIT |
51.19M
est: 48.61M (+5.3%)
|
50.88M
est: 51.71M (-1.6%)
|
61.19M
est: 55.48M (+10.3%)
|
82.05M
est: 73.74M (+11.3%)
|
117.28M
est: 97.01M (+20.9%)
|
135.39M
est: 132.63M (+2.1%)
|
111.15M
est: 118.30M (-6.0%)
|
98.61M
est: 99.84M (-1.2%)
|
81.06M
est: 75.90M (+6.8%)
|
165.57M
est: 160.19M (+3.4%)
|
199.05M
est: 214.52M (-7.2%)
|
224.91M
est: 243.84M (-7.8%)
|
271.21M
est: 266.17M (+1.9%)
|
305.75M
est: 305.90M (0.0%)
|
336.75M
est: 340.48M (-1.1%)
|
345.63M
est: 372.41M (-7.2%)
|
353.87M
est: 353.42M (+0.1%)
|
372.08M
est: 386.30M (-3.7%)
|
366.88M
est: 380.14M (-3.5%)
|
401.03M
est: 354.81M (+13.0%)
|
628.53M
est: 518.79M (+21.2%)
|
808.91M
est: 557.88M (+45.0%)
|
768.63M
est: 769.19M (-0.1%)
|
751.27M
est: 778.82M (-3.5%)
|
737.68M
est: 752.28M (-1.9%)
|
779.49M
763.01M – 805.23M
+3.6% YoY
|
818.03M
801.48M – 840.78M
+4.9% YoY
|
854.19M
853.31M – 855.07M
+4.4% YoY
|
956.22M
939.55M – 980.85M
+11.9% YoY
|
985.70M
968.53M – 1.01B
+3.1% YoY
|
| Net Income |
24.44M
est: 24.61M (-0.7%)
|
28.54M
est: 29.09M (-1.9%)
|
34.90M
est: 31.91M (+9.3%)
|
48.11M
est: 43.28M (+11.2%)
|
70.02M
est: 58.30M (+20.1%)
|
82.36M
est: 80.56M (+2.2%)
|
65.58M
est: 69.89M (-6.2%)
|
60.37M
est: 61.09M (-1.2%)
|
43.31M
est: 40.44M (+7.1%)
|
80.76M
est: 77.90M (+3.7%)
|
90.45M
est: 97.90M (-7.6%)
|
103.33M
est: 112.01M (-7.7%)
|
127.72M
est: 125.52M (+1.8%)
|
151.39M
est: 151.67M (-0.2%)
|
172.93M
est: 175.12M (-1.3%)
|
182.81M
est: 197.12M (-7.3%)
|
208.22M
est: 206.20M (+1.0%)
|
242.93M
est: 252.23M (-3.7%)
|
245.95M
est: 255.02M (-3.6%)
|
269.58M
est: 284.67M (-5.3%)
|
418.95M
est: 346.07M (+21.1%)
|
601.17M
est: 371.79M (+61.7%)
|
536.34M
est: 501.64M (+6.9%)
|
536.29M
est: 495.54M (+8.2%)
|
496.99M
est: 462.34M (+7.5%)
|
491.13M
462.21M – 503.23M
+6.2% YoY
|
539.59M
510.58M – 541.02M
+9.9% YoY
|
655.67M
482.09M – 731.97M
+21.5% YoY
|
644.30M
629.70M – 665.88M
-1.7% YoY
|
886.86M
866.77M – 916.56M
+37.6% YoY
|
| SGA |
247.85M
est: 253.91M (-2.4%)
|
236.89M
est: 245.28M (-3.4%)
|
243.89M
est: 205.67M (+18.6%)
|
254.88M
est: 226.06M (+12.7%)
|
301.20M
est: 246.18M (+22.3%)
|
321.88M
est: 319.31M (+0.8%)
|
335.83M
est: 377.31M (-11.0%)
|
343.39M
est: 364.70M (-5.8%)
|
399.77M
est: 455.90M (-12.3%)
|
507.67M
est: 534.19M (-5.0%)
|
529.24M
est: 546.19M (-3.1%)
|
589.49M
est: 634.87M (-7.1%)
|
628.04M
est: 601.78M (+4.4%)
|
650.66M
est: 638.35M (+1.9%)
|
670.61M
est: 664.10M (+1.0%)
|
688.95M
est: 737.24M (-6.5%)
|
715.67M
est: 709.95M (+0.8%)
|
757.45M
est: 783.28M (-3.3%)
|
800.33M
est: 830.89M (-3.7%)
|
833.05M
est: 771.94M (+7.9%)
|
1.06B
est: 836.40M (+26.5%)
|
1.22B
est: 923.31M (+32.3%)
|
1.22B
est: 1.27B (-3.7%)
|
1.26B
est: 1.29B (-2.3%)
|
1.34B
est: 1.24B (+7.7%)
|
1.29B
1.26B – 1.33B
+3.6% YoY
|
1.35B
1.32B – 1.39B
+4.9% YoY
|
1.41B
1.41B – 1.41B
+4.4% YoY
|
1.58B
1.55B – 1.62B
+11.9% YoY
|
1.63B
1.60B – 1.67B
+3.1% YoY
|
| EPS |
0.94
est: 1.09 (-13.8%)
|
1.12
est: 1.15 (-2.6%)
|
1.39
est: 1.10 (+26.9%)
|
1.89
est: 1.51 (+25.2%)
|
2.69
est: 1.89 (+42.3%)
|
3.15
est: 2.85 (+10.5%)
|
2.49
est: 2.82 (-11.7%)
|
2.28
est: 2.28 (+0.0%)
|
1.40
est: 1.68 (-16.4%)
|
2.49
est: 2.34 (+6.4%)
|
2.74
est: 3.27 (-16.2%)
|
2.48
est: 3.55 (-30.1%)
|
3.42
est: 3.61 (-5.3%)
|
4.00
est: 4.37 (-8.5%)
|
4.51
est: 4.87 (-7.4%)
|
4.73
est: 5.17 (-8.6%)
|
5.12
est: 5.59 (-8.4%)
|
6.48
est: 6.46 (+0.3%)
|
6.51
est: 6.51 (-0.1%)
|
7.03
est: 6.82 (+3.1%)
|
10.83
est: 10.49 (+3.3%)
|
15.46
est: 14.01 (+10.4%)
|
13.67
est: 13.16 (+3.8%)
|
13.34
est: 13.05 (+2.2%)
|
12.25
est: 12.32 (-0.5%)
|
12.67
12.20 – 13.28
+2.8% YoY
|
13.82
13.47 – 14.27
+9.1% YoY
|
15.02
12.72 – 19.31
+8.7% YoY
|
17.00
16.61 – 17.57
+13.2% YoY
|
23.40
22.87 – 24.18
+37.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | Stephens & Co. | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 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. | 3.79M | 10.90% | — | — | 3.79M | — | HC | Delaware | 2024-10-23 | ↗ |
| 2 | Abigail P. Johnson | 3.65M | 10.51% | — | — | 3.65M | — | IN | United States of America | 2024-08-12 | ↗ |
| 3 | FMR LLC | 3.65M | 10.51% | 2.67M | — | 3.65M | — | HC | Delaware | 2024-08-12 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 3.31M | 10.03% | — | 15.7K | 3.27M | 44.9K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 5 | Edward C. Johnson 3d | 2.93M | 9.74% | — | — | 2.93M | — | IN | United States of America | 2015-02-13 | ↗ |
| 6 | Baillie Gifford & Co (Scottish partnership) | 2.09M | 11.00% | — | — | — | — | IA | SCOTLAND UK | 2022-01-26 | ↗ |
| 7 | LLC. | 1.93M | 6.89% | 1.29M | — | 1.93M | — | IA | DELAWARE | 2011-02-15 | ↗ |
| 8 | Gate Capital GP LLC | 1.42M | 5.07% | — | 1.42M | — | — | OO | Delaware | 2010-07-30 | ↗ |
| 9 | Gate Capital LP | 1.42M | 5.07% | — | 1.42M | — | — | IA | Delaware | 2010-07-30 | ↗ |
| 10 | Jason Capello | 1.42M | 5.07% | — | 1.42M | — | — | IN | States | 2010-07-30 | ↗ |
| 11 | FRONTIER CAPITAL MANAGEMENT CO., LLC. | 1.37M | 4.93% | 1.37M | — | 1.37M | — | IA | DELAWARE | 2010-02-12 | ↗ |
| 12 | Capital World Investors ** | 1.28M | 3.90% | 1.28M | — | 1.28M | — | IA | Delaware | 2020-02-14 | ↗ |
| 13 | 52-0556948 | 1.25M | 3.80% | 285.6K | — | 1.25M | — | IA | Maryland | 2019-02-14 | ↗ |
| 14 | Merchants’ Gate Capital GP LLC | 1.00M | 3.57% | — | 1.00M | — | — | OO | Delaware | 2011-02-14 | ↗ |
| 15 | Merchants’ Gate Capital LP | 1.00M | 3.57% | — | 1.00M | — | — | IA, PN | Delaware | 2011-02-14 | ↗ |
| 16 | Mr. Jason Capello | 1.00M | 3.57% | — | 1.00M | — | — | IN | Canada | 2011-02-14 | ↗ |
| 17 | JPMorgan Chase & Co. | 998.1K | 3.20% | 921.8K | — | 998.1K | — | HC | Delaware | 2016-11-07 | ↗ |
| 18 | Capital Research Global Investors ** | 364.7K | 1.20% | 364.7K | — | 364.7K | — | IA | Delaware | 2013-02-13 | ↗ |
| 19 | Carrier Corporation | 94.8K | 0.30% | — | 94.8K | — | — | CO | Delaware | 2017-02-28 | ↗ |
| 20 | United Technologies Corporation | 94.8K | 0.30% | — | 94.8K | — | — | CO | Delaware | 2017-02-28 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 63.5K +63.5K (+100.0%) | 21.39B +21.4B (+100.0%) | 0.17% +0.167 pp | 0.03% +0.032 pp | USD336.95 +0.0% | 1 qtrs NEW |
| 2 | CAPITAL INTERNATIONAL INVESTORS | 4.64M +2.4M (+103.1%) | 1.56B +640.2M (+69.3%) | 12.24% +6.209 pp | 0.25% +0.096 pp | USD372.29 -9.5% | 3 qtrs — |
| 3 | BLACKROCK, INC. | 3.69M -57.2K (-1.5%) | 1.24B -271.3M (-17.9%) | 9.72% -0.164 pp | 0.02% -0.006 pp | USD491.23 -31.4% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 3.52M -27.5K (-0.8%) | 1.19B -248.4M (-17.3%) | 9.29% -0.085 pp | 0.02% -0.004 pp | USD174.05 +93.6% | 84 qtrs — |
| 5 | FMR LLC | 1.97M -1.0M (-34.5%) | 662.75M -550.9M (-45.4%) | 5.19% -2.738 pp | 0.03% -0.029 pp | USD355.46 -5.2% | 64 qtrs — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.56M +46.8K (+3.1%) | 525.63M -85.9M (-14.0%) | 4.11% +0.119 pp | 0.08% -0.016 pp | USD256.05 +31.6% | 100 qtrs — |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.41M -139.5K (-9.0%) | 474.05M -151.2M (-24.2%) | 3.71% -0.373 pp | 1.27% -0.252 pp | USD248.17 +35.8% | 40 qtrs — |
| 8 | STATE STREET CORP | 1.24M +2.5K (+0.2%) | 418.03M -82.5M (-16.5%) | 3.27% +0.002 pp | 0.01% -0.003 pp | USD228.65 +47.4% | 51 qtrs — |
| 9 | BAILLIE GIFFORD & CO | 917.5K -26.6K (-2.8%) | 309.15M -72.5M (-19.0%) | 2.42% -0.073 pp | 0.26% -0.026 pp | USD167.42 +101.3% | 51 qtrs — |
| 10 | MORGAN STANLEY | 824.9K +211.9K (+34.6%) | 277.94M +30.1M (+12.2%) | 2.17% +0.557 pp | 0.02% +0.002 pp | USD390.19 -13.6% | 51 qtrs — |
| 11 | BLAIR WILLIAM & CO/IL | 675.4K -124.5K (-15.6%) | 227.59M -95.8M (-29.6%) | 1.78% -0.331 pp | 0.61% -0.250 pp | USD201.53 +67.2% | 51 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 638.0K +5.2K (+0.8%) | 214.37M -40.7M (-16.0%) | 1.68% +0.011 pp | 0.01% -0.003 pp | USD257.23 +31.0% | 78 qtrs — |
| 13 | MARKEL GROUP INC. | 577.7K +12.5K (+2.2%) | 194.65M -33.9M (-14.8%) | 1.52% +0.031 pp | 1.55% -0.303 pp | USD207.08 +62.7% | 45 qtrs — |
| 14 | DAVENPORT & CO LLC | 470.2K +113.3K (+31.8%) | 159.29M +15.5M (+10.8%) | 1.24% +0.298 pp | 0.85% +0.082 pp | USD213.67 +57.7% | 51 qtrs — |
| 15 | CAPITAL WORLD INVESTORS | 434.0K -200.0K (-31.5%) | 146.24M -110.1M (-42.9%) | 1.14% -0.529 pp | 0.02% -0.015 pp | USD175.02 +92.5% | 50 qtrs — |
| 16 | WELLS FARGO & COMPANY/MN | 426.4K -26.3K (-5.8%) | 143.66M -39.3M (-21.5%) | 1.12% -0.071 pp | 0.03% -0.009 pp | USD187.96 +79.3% | 57 qtrs — |
| 17 | TWO SIGMA INVESTMENTS, LP | 404.8K +231.7K (+133.9%) | 136.40M +66.4M (+94.9%) | 1.07% +0.610 pp | 0.19% +0.088 pp | USD365.88 -7.9% | 3 qtrs — |
| 18 | CAPTRUST FINANCIAL ADVISORS | 396.5K +6.0K (+1.5%) | 133.61M -24.3M (-15.4%) | 1.05% +0.015 pp | 0.25% -0.068 pp | USD471.89 -28.6% | 33 qtrs — |
| 19 | RAYMOND JAMES FINANCIAL INC | 393.9K -15.7K (-3.8%) | 132.71M -32.9M (-19.9%) | 1.04% -0.043 pp | 0.04% -0.012 pp | USD468.32 -28.1% | 5 qtrs — |
| 20 | NEUBERGER BERMAN GROUP LLC | 382.8K -99.3K (-20.6%) | 129.00M -65.9M (-33.8%) | 1.01% -0.263 pp | 0.10% -0.046 pp | USD105.27 +220.1% | 57 qtrs — |
| 21 | HAMLIN CAPITAL MANAGEMENT, LLC | 340.3K -65.2K (-16.1%) | 114.67M -49.3M (-30.1%) | 0.90% -0.173 pp | 2.75% -0.980 pp | USD369.95 -8.9% | 12 qtrs — |
| 22 | NORGES BANK | 329.0K +329.0K (+100.0%) | 110.85M +110.9M (+100.0%) | 0.87% +0.868 pp | 0.01% +0.012 pp | USD336.95 +0.0% | 1 qtrs NEW |
| 23 | NORTHERN TRUST CORP | 319.2K -9.6K (-2.9%) | 107.54M -25.4M (-19.1%) | 0.84% -0.026 pp | 0.01% -0.003 pp | USD249.12 +35.3% | 51 qtrs — |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 305.3K +167.1K (+120.9%) | 102.86M +47.0M (+84.1%) | 0.80% +0.440 pp | 0.16% +0.086 pp | USD378.36 -10.9% | 6 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 304.8K -32.8K (-9.7%) | 102.69M -33.8M (-24.8%) | 0.80% -0.088 pp | 0.01% -0.004 pp | USD384.14 -12.3% | 73 qtrs — |
| 26 | BAHL & GAYNOR INC | 260.8K +2.5K (+1.0%) | 87.87M -16.6M (-15.9%) | 0.69% +0.006 pp | 0.44% -0.074 pp | USD287.98 +17.0% | 56 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 254.2K -51.9K (-17.0%) | 85.65M -38.1M (-30.8%) | 0.67% -0.138 pp | 0.02% -0.009 pp | USD154.11 +118.6% | 66 qtrs — |
| 28 | TWO SIGMA ADVISERS, LP | 234.6K +174.9K (+292.9%) | 79.04M +54.9M (+227.5%) | 0.62% +0.461 pp | 0.15% +0.105 pp | USD354.71 -5.0% | 9 qtrs — |
| 29 | CALEDONIA INVESTMENTS PLC | 232.9K +13.5K (+6.2%) | 78.49M -10.2M (-11.5%) | 0.61% +0.035 pp | 8.70% -0.030 pp | USD194.68 +73.1% | 36 qtrs — |
| 30 | BROWN BROTHERS HARRIMAN & CO | 231.0K +31.3K (+15.6%) | 77.83M -2.9M (-3.6%) | 0.61% +0.082 pp | 0.42% -0.067 pp | USD412.15 -18.2% | 48 qtrs — |
| 31 | DIMENSIONAL FUND ADVISORS LP | 225.2K -2.1K (-0.9%) | 75.91M -16.0M (-17.4%) | 0.59% -0.006 pp | 0.02% -0.004 pp | USD197.08 +71.0% | 51 qtrs — |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 218.6K -58.2K (-21.0%) | 73.65M -38.2M (-34.2%) | 0.58% -0.154 pp | 0.02% -0.010 pp | USD320.71 +5.1% | 40 qtrs — |
| 33 | JPMORGAN CHASE & CO | 214.8K -100.8K (-31.9%) | 72.38M -55.2M (-43.3%) | 0.57% -0.267 pp | 0.00% -0.003 pp | USD405.92 -17.0% | 51 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 213.6K +63.0K (+41.8%) | 71.97M +11.1M (+18.2%) | 0.56% +0.166 pp | 0.01% +0.001 pp | USD333.59 +1.0% | 52 qtrs — |
| 35 | WELCH & FORBES LLC | 210.7K -2.5K (-1.2%) | 71.00M -15.2M (-17.6%) | 0.56% -0.007 pp | 0.86% -0.178 pp | USD189.31 +78.0% | 29 qtrs — |
| 36 | UBS GROUP AG | 186.9K +73.0K (+64.1%) | 62.97M +16.9M (+36.7%) | 0.49% +0.192 pp | 0.01% +0.003 pp | USD399.45 -15.6% | 45 qtrs — |
| 37 | SCHWARTZ INVESTMENT COUNSEL INC | 167.2K +47.2K (+39.3%) | 56.33M +7.8M (+16.1%) | 0.44% +0.124 pp | 1.97% +0.341 pp | USD369.91 -8.9% | 28 qtrs — |
| 38 | VANTAGE INVESTMENT PARTNERS, LLC | 166.2K +68.4K (+70.0%) | 55.99M +16.5M (+41.7%) | 0.44% +0.180 pp | 3.74% +1.035 pp | USD381.98 -11.8% | 8 qtrs — |
| 39 | JACOBS LEVY EQUITY MANAGEMENT, INC | 152.4K +36.1K (+31.0%) | 51.37M +4.3M (+9.2%) | 0.40% +0.095 pp | 0.20% +0.012 pp | USD459.89 -26.7% | 4 qtrs — |
| 40 | WELLINGTON MANAGEMENT GROUP LLP | 149.0K -38.0K (-20.3%) | 50.21M -25.4M (-33.6%) | 0.39% -0.101 pp | 0.01% -0.004 pp | USD186.07 +81.1% | 28 qtrs — |
| 41 | CI PRIVATE WEALTH, LLC | 145.4K -10.6K (-6.8%) | 49.00M -14.1M (-22.3%) | 0.38% -0.029 pp | 0.07% -0.034 pp | USD334.12 +0.8% | 13 qtrs — |
| 42 | BENJAMIN EDWARDS INC | 145.1K -1.4K (-1.0%) | 48.92M -10.3M (-17.5%) | 0.38% -0.004 pp | 0.54% -0.129 pp | USD471.66 -28.6% | 28 qtrs — |
| 43 | ROYAL BANK OF CANADA | 137.7K -91.2K (-39.8%) | 46.38M -46.1M (-49.9%) | 0.36% -0.241 pp | 0.01% -0.008 pp | USD341.47 -1.3% | 51 qtrs — |
| 44 | EPOCH INVESTMENT PARTNERS, INC. | 135.1K +103.6K (+328.4%) | 45.53M +32.8M (+257.0%) | 0.36% +0.273 pp | 0.26% +0.189 pp | USD352.67 -4.5% | 2 qtrs — |
| 45 | UBS ASSET MANAGEMENT AMERICAS INC | 128.6K -466.0 (-0.4%) | 43.32M -8.8M (-17.0%) | 0.34% -0.002 pp | 0.01% -0.002 pp | USD337.68 -0.2% | 58 qtrs — |
| 46 | CITIGROUP INC | 125.1K +95.6K (+323.5%) | 42.15M +30.2M (+253.0%) | 0.33% +0.252 pp | 0.02% +0.013 pp | USD360.15 -6.4% | 61 qtrs — |
| 47 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 120.5K +56.9K (+89.5%) | 40.60M +14.9M (+57.9%) | 0.32% +0.150 pp | 0.14% +0.056 pp | USD380.94 -11.5% | 9 qtrs — |
| 48 | KING LUTHER CAPITAL MANAGEMENT CORP | 117.0K -15.7K (-11.8%) | 39.42M -14.2M (-26.5%) | 0.31% -0.042 pp | 0.16% -0.061 pp | USD376.91 -10.6% | 44 qtrs — |
| 49 | CONESTOGA CAPITAL ADVISORS, LLC | 115.6K +21.1K (+22.4%) | 38.94M +754.9K (+2.0%) | 0.30% +0.055 pp | 0.66% +0.043 pp | USD280.52 +20.1% | 34 qtrs — |
| 50 | AEGON ASSET MANAGEMENT UK PLC | 114.0K -7.2K (-5.9%) | 38.44M -10.4M (-21.3%) | 0.30% -0.019 pp | 0.46% -0.122 pp | USD433.65 -22.3% | 9 qtrs — |
| 51 | EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 112.6K +106.9K (+1,869.2%) | 37.94M +35.6M (+1,541.0%) | 0.30% +0.282 pp | 0.31% +0.290 pp | USD342.27 -1.6% | 9 qtrs — |
| 52 | GW&K INVESTMENT MANAGEMENT, LLC | 110.2K -992.0 (-0.9%) | 37.14M -7.8M (-17.4%) | 0.29% -0.003 pp | 0.32% -0.077 pp | USD160.86 +109.5% | 35 qtrs — |
| 53 | DONALDSON CAPITAL MANAGEMENT, LLC | 109.9K -14.9K (-11.9%) | 37.04M -13.4M (-26.6%) | 0.29% -0.040 pp | 1.18% -0.419 pp | USD427.21 -21.1% | 41 qtrs — |
| 54 | BAIRD FINANCIAL GROUP, INC. | 109.6K +4.1K (+3.9%) | 36.93M -5.7M (-13.4%) | 0.29% +0.010 pp | 0.06% -0.011 pp | USD257.75 +30.7% | 43 qtrs — |
| 55 | STIFEL FINANCIAL CORP | 103.5K -9.3K (-8.3%) | 34.88M -10.7M (-23.5%) | 0.27% -0.025 pp | 0.03% -0.010 pp | USD309.94 +8.7% | 40 qtrs — |
| 56 | RHUMBLINE ADVISERS | 103.4K +324.0 (+0.3%) | 34.83M -6.8M (-16.4%) | 0.27% +0.001 pp | 0.03% -0.005 pp | USD166.61 +102.2% | 55 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 100.5K -8.2K (-7.6%) | 33.85M -10.1M (-23.0%) | 0.26% -0.022 pp | 0.01% -0.002 pp | USD265.12 +27.1% | 55 qtrs — |
| 58 | SWISS NATIONAL BANK | 95.6K -5.0K (-5.0%) | 32.23M -8.5M (-20.8%) | 0.25% -0.014 pp | 0.02% -0.004 pp | USD261.91 +28.7% | 51 qtrs — |
| 59 | DEARBORN PARTNERS LLC | 94.7K -3.2K (-3.3%) | 31.92M -7.7M (-19.4%) | 0.25% -0.009 pp | 1.59% -0.263 pp | USD226.35 +48.9% | 51 qtrs — |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 88.8K +52.6K (+145.3%) | 29.92M +15.3M (+104.4%) | 0.23% +0.139 pp | 0.00% +0.002 pp | USD379.12 -11.1% | 51 qtrs — |
| 61 | ANCHOR CAPITAL ADVISORS LLC | 85.4K +6.4K (+8.1%) | 28.77M -3.2M (-9.9%) | 0.23% +0.017 pp | 0.83% -0.090 pp | USD183.93 +83.2% | 52 qtrs — |
| 62 | HOWLAND CAPITAL MANAGEMENT LLC | 83.9K -7.3K (-8.0%) | 28.26M -8.6M (-23.3%) | 0.22% -0.019 pp | 1.07% -0.329 pp | USD92.65 +263.7% | 72 qtrs — |
| 63 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | 78.9K -2.8K (-3.4%) | 26.59M -6.4M (-19.5%) | 0.21% -0.008 pp | 1.82% -0.261 pp | USD290.11 +16.1% | 20 qtrs — |
| 64 | INVESCO LTD. | 78.3K +4.9K (+6.6%) | 26.40M -3.3M (-11.1%) | 0.21% +0.013 pp | 0.00% -0.001 pp | USD371.67 -9.3% | 57 qtrs — |
| 65 | PRINCIPAL FINANCIAL GROUP INC | 77.8K -3.0K (-3.8%) | 26.20M -6.5M (-19.8%) | 0.21% -0.008 pp | 0.01% -0.003 pp | USD173.63 +94.1% | 81 qtrs — |
| 66 | ALPS ADVISORS INC | 70.8K +70.8K (+100.0%) | 23.85M +23.8M (+100.0%) | 0.19% +0.187 pp | 0.14% +0.139 pp | USD336.95 +0.0% | 1 qtrs NEW |
| 67 | HRT FINANCIAL LP | 70.7K +60.7K (+604.3%) | 23.84M +19.8M (+487.1%) | 0.19% +0.160 pp | 0.08% +0.060 pp | USD354.52 -5.0% | 4 qtrs — |
| 68 | BASKIN FINANCIAL SERVICES INC. | 70.6K -627.0 (-0.9%) | 23.78M -5.0M (-17.4%) | 0.19% -0.002 pp | 1.79% -0.326 pp | USD329.43 +2.3% | 17 qtrs — |
| 69 | RIVERBRIDGE PARTNERS LLC | 69.4K -16.9K (-19.6%) | 23.39M -11.5M (-33.0%) | 0.18% -0.045 pp | 0.44% -0.151 pp | USD213.94 +57.5% | 35 qtrs — |
| 70 | GENEVA CAPITAL MANAGEMENT LLC | 67.5K +2.3K (+3.5%) | 22.75M -3.6M (-13.7%) | 0.18% +0.006 pp | 0.43% -0.025 pp | USD237.94 +41.6% | 24 qtrs — |
| 71 | RMB CAPITAL MANAGEMENT, LLC | 67.0K -1.4K (-2.0%) | 22.57M -5.1M (-18.3%) | 0.18% -0.004 pp | 0.39% -0.116 pp | USD268.39 +25.5% | 21 qtrs — |
| 72 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 66.7K -3.2K (-4.6%) | 22.47M -5.8M (-20.5%) | 0.18% -0.009 pp | 0.01% -0.003 pp | USD389.36 -13.5% | 11 qtrs — |
| 73 | CAPITAL ADVISORS INC/OK | 66.4K +3.5K (+5.6%) | 22.37M -3.0M (-12.0%) | 0.18% +0.009 pp | 0.36% -0.065 pp | USD256.72 +31.3% | 23 qtrs — |
| 74 | DEUTSCHE BANK AG\ | 64.0K -274.0 (-0.4%) | 21.58M -4.4M (-17.0%) | 0.17% -0.001 pp | 0.01% -0.002 pp | USD407.73 -17.4% | 50 qtrs — |
| 75 | D. E. SHAW & CO., INC. | 62.7K -43.4K (-40.9%) | 21.14M -21.8M (-50.7%) | 0.17% -0.115 pp | 0.01% -0.013 pp | USD438.62 -23.2% | 20 qtrs — |
| 76 | CITADEL ADVISORS LLC | 61.8K -45.4K (-42.4%) | 20.81M -22.5M (-52.0%) | 0.16% -0.120 pp | 0.00% -0.004 pp | USD480.98 -29.9% | 22 qtrs — |
| 77 | NUVEEN, LLC | 61.1K -914.0 (-1.5%) | 20.58M -4.5M (-17.9%) | 0.16% -0.003 pp | 0.01% -0.001 pp | USD508.30 -33.7% | 4 qtrs — |
| 78 | TUDOR INVESTMENT CORP ET AL | 61.1K +53.0K (+655.6%) | 20.57M +17.3M (+529.7%) | 0.16% +0.140 pp | 0.04% +0.032 pp | USD350.80 -3.9% | 3 qtrs — |
| 79 | FENIMORE ASSET MANAGEMENT INC | 60.9K -9.8K (-13.9%) | 20.51M -8.1M (-28.3%) | 0.16% -0.026 pp | 0.43% -0.146 pp | USD309.12 +9.0% | 15 qtrs — |
| 80 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 59.1K +11.2K (+23.2%) | 19.92M +526.3K (+2.7%) | 0.16% +0.029 pp | 0.01% 0.000 pp | USD205.76 +63.8% | 58 qtrs — |
| 81 | MITSUBISHI UFJ TRUST & BANKING CORP | 58.9K -51.2K (-46.5%) | 19.87M -24.7M (-55.4%) | 0.16% -0.135 pp | 0.05% -0.051 pp | USD211.50 +59.3% | 50 qtrs — |
| 82 | CAPITAL INTERNATIONAL, INC./CA/ | 58.5K +40.2K (+219.8%) | 19.70M +12.3M (+166.5%) | 0.15% +0.106 pp | 0.16% +0.096 pp | USD358.01 -5.9% | 2 qtrs — |
| 83 | NORDEA INVESTMENT MANAGEMENT AB | 56.8K -488.0 (-0.9%) | 19.38M -3.6M (-15.6%) | 0.15% -0.002 pp | 0.02% -0.004 pp | USD303.12 +11.2% | 32 qtrs — |
| 84 | NATIXIS ADVISORS, L.P. | 57.0K -5.7K (-9.1%) | 19.20M -6.1M (-24.2%) | 0.15% -0.015 pp | 0.03% -0.010 pp | USD199.21 +69.1% | 36 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 56.2K +1.0K (+1.9%) | 18.95M -3.4M (-15.1%) | 0.15% +0.003 pp | 0.02% -0.004 pp | USD203.63 +65.5% | 52 qtrs — |
| 86 | RUSSELL INVESTMENTS GROUP, LTD. | 55.8K +10.7K (+23.7%) | 18.81M +561.1K (+3.1%) | 0.15% +0.028 pp | 0.02% 0.000 pp | USD403.62 -16.5% | 37 qtrs — |
| 87 | DUDLEY & SHANLEY, INC. | 55.7K +16.3K (+41.5%) | 18.77M +2.8M (+17.9%) | 0.15% +0.043 pp | 3.02% +0.455 pp | USD356.33 -5.4% | 12 qtrs — |
| 88 | AMUNDI | 55.4K +18.9K (+52.0%) | 18.65M +3.7M (+24.9%) | 0.15% +0.050 pp | 0.01% +0.000 pp | USD382.78 -12.0% | 15 qtrs — |
| 89 | PREMIER FUND MANAGERS LTD | 53.6K -12.8K (-19.3%) | 18.38M -8.2M (-30.7%) | 0.14% -0.034 pp | 1.06% -0.032 pp | USD234.17 +43.9% | 23 qtrs — |
| 90 | RETIREMENT SYSTEMS OF ALABAMA | 54.1K -285.0 (-0.5%) | 18.22M -3.8M (-17.1%) | 0.14% -0.001 pp | 0.06% -0.014 pp | USD205.81 +63.7% | 52 qtrs — |
| 91 | SWEDBANK AB | 52.3K -32.0K (-38.0%) | 17.64M -16.5M (-48.3%) | 0.14% -0.085 pp | 0.02% -0.018 pp | USD280.47 +20.1% | 20 qtrs — |
| 92 | BARCLAYS PLC | 52.3K -332.1K (-86.4%) | 17.62M -171.5M (-90.7%) | 0.14% -0.877 pp | 0.00% -0.044 pp | USD402.04 -16.2% | 51 qtrs — |
| 93 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 50.9K -86.5K (-63.0%) | 17.19M -37.8M (-68.7%) | 0.13% -0.229 pp | 0.03% -0.049 pp | USD380.32 -11.4% | 49 qtrs — |
| 94 | ALLIANCEBERNSTEIN L.P. | 48.3K +392.0 (+0.8%) | 16.29M -3.1M (-16.0%) | 0.13% +0.001 pp | 0.01% -0.001 pp | USD249.86 +34.9% | 61 qtrs — |
| 95 | INTECH INVESTMENT MANAGEMENT LLC | 47.0K +22.7K (+93.6%) | 15.85M +6.0M (+61.3%) | 0.12% +0.060 pp | 0.14% +0.054 pp | USD383.06 -12.0% | 15 qtrs — |
| 96 | PEMBROKE MANAGEMENT, LTD | 46.8K -23.4K (-33.3%) | 15.77M -12.6M (-44.4%) | 0.12% -0.062 pp | 1.63% -1.186 pp | USD336.14 +0.2% | 24 qtrs — |
| 97 | VICTORY CAPITAL MANAGEMENT INC | 46.0K +2.0K (+4.5%) | 15.51M -2.3M (-12.9%) | 0.12% +0.005 pp | 0.01% -0.002 pp | USD347.35 -3.0% | 26 qtrs — |
| 98 | COMERICA BANK | 45.8K +12.2K (+36.3%) | 15.42M +1.8M (+13.6%) | 0.12% +0.032 pp | 0.06% +0.011 pp | USD376.24 -10.4% | 10 qtrs — |
| 99 | FEDERATED HERMES, INC. | 45.4K +25.5K (+127.7%) | 15.31M +7.2M (+89.7%) | 0.12% +0.067 pp | 0.03% +0.011 pp | USD352.98 -4.5% | 54 qtrs — |
| 100 | HEARTLAND ADVISORS INC | 45.2K +8.3K (+22.6%) | 15.21M +323.3K (+2.2%) | 0.12% +0.022 pp | 0.82% +0.033 pp | USD347.29 -3.0% | 15 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-11 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 25 | 336.95 | 8.4K | 526 | I | ↗ |
| 2026-03-11 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 25 | 336.95 | 8.4K | 92 | I | ↗ |
| 2026-03-11 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 25 | 336.95 | 8.4K | 1,573 | I | ↗ |
| 2026-03-11 | LOGAN BARRY S | Director / Officer | J-Other | A | Common stock | 19 | 336.95 | 6.4K | 1,802 | I | ↗ |
| 2026-01-07 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 13,955 | 0.00 | — | 305,993 | D | ↗ |
| 2025-12-31 | Tapella Gary L | Director | — | — | Common stock | 0 | 0.00 | — | 1,648 | I | ↗ |
| 2025-12-31 | Nahmad Aaron J | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,408 | D | ↗ |
| 2025-12-31 | NAHMAD ALBERT H | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 67 | I | ↗ |
| 2025-12-31 | MENENDEZ ANA M | Officer | — | — | Common stock | 0 | 0.00 | — | 40,000 | D | ↗ |
| 2025-12-31 | Lopez-Blazquez Ana | Director | — | — | Common stock | 0 | 0.00 | — | 293 | D | ↗ |
| 2025-12-31 | LOGAN BARRY S | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,783 | I | ↗ |
| 2025-12-31 | Dickins Denise | Director | — | — | Common stock | 0 | 0.00 | — | 21,638 | D | ↗ |
| 2025-12-31 | Custer John Michael | Director | — | — | Common stock | 0 | 0.00 | — | 3,552 | D | ↗ |
| 2025-12-31 | ALVAREZ CESAR L | Director | — | — | Common stock | 0 | 0.00 | — | 400 | D | ↗ |
| 2025-12-12 | Lopez-Blazquez Ana | Director | M-Exempt | D | Stock Option (right to buy) | 1,000 | 250.84 | 250.8K | 0 | D | ↗ |
| 2025-12-05 | Dickins Denise | Director | G-Gift | D | Common stock | 269 | 0.00 | — | 21,638 | D | ↗ |
| 2025-07-24 | Tapella Gary L | Director | A-Award | A | Stock Option (right to buy) | 1,000 | 484.69 | 484.7K | 1,000 | D | ↗ |
| 2025-06-10 | Custer John Michael | Director | S-Sale | D | Common stock | 2,200 | 448.27 | 986.2K | 3,552 | D | ↗ |
| 2025-05-15 | Dickins Denise | Director | G-Gift | D | Common stock | 191 | 0.00 | — | 21,907 | D | ↗ |
| 2025-05-12 | Dickins Denise | Director | F-InKind | D | Common stock | 1,624 | 484.84 | 787.4K | 2,876 | D | ↗ |
| 2025-03-13 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 18 | 473.89 | 8.5K | 501 | I | ↗ |
| 2025-03-13 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 18 | 473.89 | 8.5K | 67 | I | ↗ |
| 2025-03-13 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 18 | 473.89 | 8.5K | 1,548 | I | ↗ |
| 2025-03-13 | LOGAN BARRY S | Director / Officer | J-Other | A | Common stock | 13 | 473.89 | 6.2K | 1,783 | I | ↗ |
| 2025-03-05 | Tapella Gary L | Director | A-Award | A | Stock Option (right to buy) | 1,500 | 501.67 | 752.5K | 1,500 | D | ↗ |
| 2025-03-05 | ALVAREZ CESAR L | Director | A-Award | A | Stock Option (right to buy) | 1,500 | 501.67 | 752.5K | 1,500 | D | ↗ |
| 2025-03-01 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 10,000 | 0.00 | — | 160,385 | D | ↗ |
| 2025-02-25 | Tapella Gary L | Director | — | — | Stock Option (right to buy) | 1,000 | 267.47 | 267.5K | 0 | D | ↗ |
| 2025-02-11 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 569 | 0.00 | — | 292,038 | D | ↗ |
| 2025-01-07 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 8,698 | 0.00 | — | 280,830 | D | ↗ |
| 2025-01-07 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 11,597 | 0.00 | — | 150,385 | D | ↗ |
| 2024-12-31 | Schimel Valerie | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | Nahmad Aaron J | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 483 | I | ↗ |
| 2024-12-31 | NAHMAD ALBERT H | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 49 | I | ↗ |
| 2024-12-31 | MENENDEZ ANA M | Officer | — | — | Common stock | 0 | 0.00 | — | 1,530 | I | ↗ |
| 2024-12-31 | Lopez-Blazquez Ana | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | LOGAN BARRY S | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,770 | I | ↗ |
| 2024-12-31 | Dickins Denise | Director | — | — | Common stock | 0 | 0.00 | — | 19,222 | D | ↗ |
| 2024-12-31 | Custer John Michael | Director | — | — | Common stock | 0 | 0.00 | — | 5,752 | D | ↗ |
| 2024-12-31 | ALVAREZ CESAR L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-18 | LOGAN BARRY S | Director / Officer | S-Sale | D | Common stock | 10,998 | 508.21 | 5.59M | 0 | D | ↗ |
| 2024-12-14 | LOGAN BARRY S | Director / Officer | F-InKind | D | Common stock | 71,702 | 509.75 | 36.55M | 30,000 | D | ↗ |
| 2024-09-03 | Dickins Denise | Director | G-Gift | D | Common stock | 60 | 0.00 | — | 19,222 | — | ↗ |
| 2024-08-05 | Dickins Denise | Director | G-Gift | D | Common stock | 440 | 0.00 | — | 19,282 | — | ↗ |
| 2024-06-06 | Custer John Michael | Director | M-Exempt | A | Common stock | 1,666 | 260.28 | 433.6K | 1,666 | — | ↗ |
| 2024-05-10 | LOGAN BARRY S | Director / Officer | S-Sale | D | Common stock | 774 | 473.85 | 366.8K | 1,770 | — | ↗ |
| 2024-05-09 | Macdonald John Alexander | Director | M-Exempt | D | Stock Option (right to buy) | 1,000 | 165.61 | 165.6K | 0 | — | ↗ |
| 2024-05-06 | Dickins Denise | Director | F-InKind | D | Common stock | 3,061 | 472.35 | 1.45M | 5,939 | — | ↗ |
| 2024-03-11 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 19 | 428.47 | 8.1K | 483 | — | ↗ |
| 2024-03-11 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 19 | 428.47 | 8.1K | 49 | — | ↗ |
| 2024-03-11 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 19 | 428.47 | 8.1K | 1,530 | — | ↗ |
| 2024-03-11 | LOGAN BARRY S | Director / Officer | J-Other | A | Common stock | 18 | 428.47 | 7.7K | 2,544 | — | ↗ |
| 2024-02-26 | Dickins Denise | Director | G-Gift | D | Common stock | 202 | 0.00 | — | 13,783 | — | ↗ |
| 2024-01-09 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 17,764 | 0.00 | — | 260,014 | — | ↗ |
| 2024-01-09 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 23,685 | 0.00 | — | 138,788 | — | ↗ |
| 2023-12-31 | Schimel Valerie | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | Rubin Steven | Director | — | D | Common stock | 0 | 0.00 | — | 2,693 | — | ↗ |
| 2023-12-31 | Nahmad Aaron J | Director / Officer | — | I | Common stock | 0 | 0.00 | — | 464 | — | ↗ |
| 2023-12-31 | NAHMAD ALBERT H | Director / Officer | — | I | Common stock | 0 | 0.00 | — | 30 | — | ↗ |
| 2023-12-31 | Macdonald John Alexander | Director | — | D | Common stock | 0 | 0.00 | — | 2,000 | — | ↗ |
| 2023-12-31 | MENENDEZ ANA M | Officer | — | I | Common stock | 0 | 0.00 | — | 1,511 | — | ↗ |
| 2023-12-31 | Lopez-Blazquez Ana | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | LOGAN BARRY S | Officer | — | I | Common stock | 0 | 0.00 | — | 450 | — | ↗ |
| 2023-12-31 | Dickins Denise | Director | — | D | Common stock | 0 | 0.00 | — | 13,985 | — | ↗ |
| 2023-12-31 | Custer John Michael | Director | — | D | Common stock | 0 | 0.00 | — | 4,086 | — | ↗ |
| 2023-12-31 | ALVAREZ CESAR L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-12 | ALVAREZ CESAR L | Director | S-Sale | D | Common Stock | 5,000 | 412.34 | 2.06M | 0 | — | ↗ |
| 2023-08-01 | Custer John Michael | Director | A-Award | A | Stock Option (right to buy) | 2,000 | 376.95 | 753.9K | 2,000 | — | ↗ |
| 2023-06-06 | Custer John Michael | Director | M-Exempt | D | Stock Option (right to buy) | 1,667 | 260.28 | 433.9K | 1,666 | — | ↗ |
| 2023-06-05 | NAHMAD ALBERT H | Director / Officer | G-Gift | D | Common stock | 1,494 | 0.00 | — | 0 | — | ↗ |
| 2023-06-05 | Lopez-Blazquez Ana | Director | — | D | Stock Option (right to buy) | 1,000 | 250.84 | 250.8K | 0 | — | ↗ |
| 2023-05-22 | ALVAREZ CESAR L | Director | S-Sale | D | Common Stock | 4,000 | 332.64 | 1.33M | 0 | — | ↗ |
| 2023-03-13 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 30 | 249.40 | 7.5K | 464 | — | ↗ |
| 2023-03-13 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 30 | 249.40 | 7.5K | 30 | — | ↗ |
| 2023-03-13 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 30 | 249.40 | 7.5K | 1,511 | — | ↗ |
| 2023-03-13 | LOGAN BARRY S | Officer | J-Other | A | Common stock | 30 | 249.40 | 7.5K | 2,526 | — | ↗ |
| 2023-03-03 | Dickins Denise | Director | F-InKind | D | Common stock | 3,536 | 314.03 | 1.11M | 2,464 | — | ↗ |
| 2023-02-27 | Dickins Denise | Director | G-Gift | D | Common stock | 90 | 0.00 | — | 11,521 | — | ↗ |
| 2023-02-27 | Custer John Michael | Director | M-Exempt | D | Stock Option (right to buy) | 2,500 | 175.07 | 437.7K | 0 | — | ↗ |
| 2023-02-07 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 29,701 | 0.00 | — | 242,250 | — | ↗ |
| 2023-02-07 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 39,602 | 0.00 | — | 115,103 | — | ↗ |
| 2023-01-10 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 9,229 | 0.00 | — | 212,549 | D | ↗ |
| 2022-12-31 | Rubin Steven | Director | — | D | Common stock | 0 | 0.00 | — | 2,693 | — | ↗ |
| 2022-12-31 | Nahmad Aaron J | Director / Officer | — | I | Common stock | 0 | 0.00 | — | 434 | — | ↗ |
| 2022-12-31 | MOSS BOB L | Director | — | I | Common stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2022-12-31 | MENENDEZ ANA M | Officer | — | I | Common stock | 0 | 0.00 | — | 1,481 | — | ↗ |
| 2022-12-31 | Custer John Michael | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | ALVAREZ CESAR L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-15 | NAHMAD ALBERT H | Director / Officer | F-InKind | D | Class B Common stock | 311,408 | 0.00 | — | 1,104,214 | I | ↗ |
| 2022-06-06 | Schimel Valerie | Director | A-Award | A | Stock Option (right to buy) | 4,000 | 260.28 | 1.04M | 4,000 | — | ↗ |
| 2022-06-06 | Rubin Steven | Director | A-Award | A | Stock Option (right to buy) | 5,000 | 260.28 | 1.30M | 5,000 | — | ↗ |
| 2022-06-06 | Macdonald John Alexander | Director | A-Award | A | Stock Option (right to buy) | 5,000 | 260.28 | 1.30M | 5,000 | — | ↗ |
| 2022-06-06 | Custer John Michael | Director | A-Award | A | Stock Option (right to buy) | 5,000 | 260.28 | 1.30M | 5,000 | — | ↗ |
| 2022-06-01 | MOSS BOB L | Director | M-Exempt | A | Common Stock | 2,500 | 175.07 | 437.7K | 36,500 | — | ↗ |
| 2022-05-27 | ALVAREZ CESAR L | Director | M-Exempt | A | Common Stock | 4,000 | 143.86 | 575.4K | 0 | — | ↗ |
| 2022-04-25 | MOSS BOB L | Director | M-Exempt | A | Common Stock | 2,000 | 160.69 | 321.4K | 34,000 | — | ↗ |
| 2022-03-23 | Keeley Brian E. | Director | M-Exempt | A | Common Stock | 5,000 | 185.12 | 925.6K | 0 | — | ↗ |
| 2022-03-14 | Nahmad Aaron J | Officer | J-Other | A | Common stock | 23 | 312.88 | 7.2K | 434 | — | ↗ |
| 2022-03-14 | NAHMAD ALBERT H | Officer | J-Other | A | Common stock | 23 | 312.88 | 7.2K | 1,494 | — | ↗ |
| 2022-03-14 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 23 | 312.88 | 7.2K | 1,481 | — | ↗ |
| 2022-03-14 | LOGAN BARRY S | Officer | J-Other | A | Common stock | 23 | 312.88 | 7.2K | 2,496 | — | ↗ |
| 2022-01-11 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 24,444 | 0.00 | — | 196,096 | — | ↗ |
| 2022-01-11 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 32,592 | 0.00 | — | 75,501 | — | ↗ |
| 2021-12-31 | Rubin Steven | Director | — | — | Common stock | 0 | 0.00 | — | 2,693 | D | ↗ |
| 2021-12-31 | Nahmad Aaron J | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 411 | I | ↗ |
| 2021-12-31 | NAHMAD ALBERT H | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,471 | I | ↗ |
| 2021-12-31 | Macdonald John Alexander | Director | — | — | Common stock | 0 | 0.00 | — | 2,000 | D | ↗ |
| 2021-12-31 | MOSS BOB L | Director | — | — | Common stock | 0 | 0.00 | — | 1,700 | I | ↗ |
| 2021-12-31 | MENENDEZ ANA M | Officer | — | — | Common stock | 0 | 0.00 | — | 40,000 | D | ↗ |
| 2021-12-31 | LOGAN BARRY S | Officer | — | — | Common stock | 0 | 0.00 | — | 450 | I | ↗ |
| 2021-12-31 | Keeley Brian E. | Director | — | — | Common stock | 0 | 0.00 | — | 4,293 | D | ↗ |
| 2021-11-17 | Macdonald John Alexander | Director | M-Exempt | A | Common stock | 2,000 | 165.61 | 331.2K | 2,000 | D | ↗ |
| 2021-11-05 | Rubin Steven | Director | M-Exempt | D | Stock Option (right to buy) | 1,333 | 160.69 | 214.2K | 1,000 | D | ↗ |
| 2021-10-11 | Macdonald John Alexander | Director | — | — | Stock Option (right to buy) | 3,000 | 165.61 | 496.8K | 0 | D | ↗ |
| 2021-06-07 | LOGAN BARRY S | Officer | A-Award | A | Class B Common stock | 5,000 | 0.00 | — | 113,037 | D | ↗ |
| 2021-06-01 | Dickins Denise | Director | F-InKind | D | Common stock | 2,965 | 291.08 | 863.1K | 3,035 | D | ↗ |
| 2021-04-28 | LOGAN BARRY S | Officer | S-Sale | D | Common stock | 4,225 | 294.44 | 1.24M | 0 | D | ↗ |
| 2021-03-10 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 25 | 226.55 | 5.7K | 411 | I | ↗ |
| 2021-03-10 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 25 | 226.55 | 5.7K | 1,471 | I | ↗ |
| 2021-03-10 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 25 | 226.55 | 5.7K | 1,458 | I | ↗ |
| 2021-03-10 | LOGAN BARRY S | Officer | J-Other | A | Common stock | 1 | 226.55 | 226.55 | 2,473 | I | ↗ |
| 2021-02-09 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 5,303 | 0.00 | — | 171,652 | D | ↗ |
| 2021-02-09 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 7,072 | 0.00 | — | 2,360,537 | D | ↗ |
| 2021-01-12 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 2,844 | 0.00 | — | 2,844 | D | ↗ |
| 2021-01-12 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 35,837 | 0.00 | — | 2,353,465 | D | ↗ |
| 2020-12-31 | SAPE GEORGE | Director | — | — | Common stock | 0 | 0.00 | — | 7,471 | D | ↗ |
| 2020-12-31 | Rubin Steven | Director | — | — | Common stock | 0 | 0.00 | — | 2,085 | D | ↗ |
| 2020-12-31 | Nahmad Aaron J | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 386 | I | ↗ |
| 2020-12-31 | NAHMAD ALBERT H | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,446 | I | ↗ |
| 2020-12-31 | MOSS BOB L | Director | — | — | Common stock | 0 | 0.00 | — | 1,000 | I | ↗ |
| 2020-12-31 | MENENDEZ ANA M | Officer | — | — | Common stock | 0 | 0.00 | — | 1,433 | I | ↗ |
| 2020-12-31 | LOGAN BARRY S | Officer | — | — | Common stock | 0 | 0.00 | — | 2,472 | I | ↗ |
| 2020-12-31 | Keeley Brian E. | Director | — | — | Common stock | 0 | 0.00 | — | 4,177 | D | ↗ |
| 2020-12-31 | Dickins Denise | Director | — | — | Common stock | 0 | 0.00 | — | 8,646 | D | ↗ |
| 2020-12-07 | MOSS BOB L | Director | M-Exempt | D | Stock Option (right to buy) | 3,000 | 160.69 | 482.1K | 2,000 | D | ↗ |
| 2020-10-31 | NAHMAD ALBERT H | Director / Officer | G-Gift | D | Class B Common Stock | 5,206 | 0.00 | — | 206,976 | D | ↗ |
| 2020-08-03 | SAPE GEORGE | Director | M-Exempt | D | Stock Option (right to buy) | 4,000 | 143.86 | 575.4K | 0 | D | ↗ |
| 2020-07-31 | Keeley Brian E. | Director | M-Exempt | D | Stock Option (right to buy) | 1,000 | 160.69 | 160.7K | 6,000 | D | ↗ |
| 2020-07-28 | Rubin Steven | Director | M-Exempt | D | Stock Option (right to buy) | 4,667 | 160.69 | 749.9K | 2,333 | D | ↗ |
| 2020-06-11 | SAPE GEORGE | Director | S-Sale | D | Common Stock | 560 | 175.23 | 98.1K | 7,471 | D | ↗ |
| 2020-06-01 | SAPE GEORGE | Director | A-Award | A | Stock Option (right to buy) | 3,500 | 175.07 | 612.7K | 3,500 | D | ↗ |
| 2020-06-01 | Rubin Steven | Director | A-Award | A | Stock Option (right to buy) | 3,500 | 175.07 | 612.7K | 3,500 | D | ↗ |
| 2020-06-01 | MOSS BOB L | Director | A-Award | A | Stock Option (right to buy) | 2,500 | 175.07 | 437.7K | 2,500 | D | ↗ |
| 2020-06-01 | Keeley Brian E. | Director | A-Award | A | Stock Option (right to buy) | 3,500 | 175.07 | 612.7K | 3,500 | D | ↗ |
| 2020-06-01 | Dickins Denise | Director | A-Award | A | Stock Option (right to buy) | 4,500 | 175.07 | 787.8K | 4,500 | D | ↗ |
| 2020-06-01 | Custer John Michael | Director | A-Award | A | Stock Option (right to buy) | 2,500 | 175.07 | 437.7K | 2,500 | D | ↗ |
| 2020-06-01 | ALVAREZ CESAR L | Director | A-Award | A | Stock Option (right to buy) | 2,500 | 175.07 | 437.7K | 2,500 | D | ↗ |
| 2020-03-09 | Rush Stephen F. | Officer | J-Other | A | Common stock | 30 | 180.15 | 5.4K | 852 | I | ↗ |
| 2020-03-09 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 31 | 180.15 | 5.6K | 386 | I | ↗ |
| 2020-03-09 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 31 | 180.15 | 5.6K | 1,446 | I | ↗ |
| 2020-03-09 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 31 | 180.15 | 5.6K | 1,433 | I | ↗ |
| 2020-03-09 | LOGAN BARRY S | Officer | J-Other | A | Common stock | 28 | 180.15 | 5.0K | 2,472 | I | ↗ |
| 2020-03-05 | LOGAN BARRY S | Officer | S-Sale | D | Common stock | 500 | 173.73 | 86.9K | 9,000 | D | ↗ |
| 2020-03-04 | LOGAN BARRY S | Officer | S-Sale | D | Common stock | 3,800 | 167.76 | 637.5K | 0 | D | ↗ |
| 2020-02-11 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 108 | 0.00 | — | 136,627 | D | ↗ |
| 2020-02-11 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 336 | 0.00 | — | 2,317,628 | D | ↗ |
| 2020-01-07 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 2,138 | 0.00 | — | 2,138 | D | ↗ |
| 2020-01-07 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 56,487 | 0.00 | — | 2,317,292 | D | ↗ |
| 2019-12-31 | SAPE GEORGE | Director | — | — | Common stock | 0 | 0.00 | — | 8,031 | D | ↗ |
| 2019-12-31 | Rush Stephen F. | Officer | — | — | Common Stock | 0 | 0.00 | — | 783 | I | ↗ |
| 2019-12-31 | Nahmad Aaron J | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 355 | I | ↗ |
| 2019-12-31 | NAHMAD ALBERT H | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,415 | I | ↗ |
| 2019-12-31 | MOSS BOB L | Director | — | — | Common stock | 0 | 0.00 | — | 1,000 | I | ↗ |
| 2019-12-31 | MENENDEZ ANA M | Officer | — | — | Common stock | 0 | 0.00 | — | 1,402 | I | ↗ |
| 2019-12-31 | LOGAN BARRY S | Officer | — | — | Common stock | 0 | 0.00 | — | 2,444 | I | ↗ |
| 2019-12-31 | Keeley Brian E. | Director | — | — | Common stock | 0 | 0.00 | — | 3,059 | D | ↗ |
| 2019-12-31 | Dickins Denise | Director | — | — | Common stock | 0 | 0.00 | — | 7,519 | D | ↗ |
| 2019-12-13 | NAHMAD ALBERT H | Director / Officer | G-Gift | D | Class B Common Stock | 28,000 | 0.00 | — | 212,182 | D | ↗ |
| 2019-12-04 | Keeley Brian E. | Director | P-Purchase | A | Common Stock | 737 | 178.13 | 131.3K | 737 | D | ↗ |
| 2019-12-02 | Keeley Brian E. | Director | P-Purchase | A | Common Stock | 100 | 179.83 | 18.0K | 2,322 | D | ↗ |
| 2019-11-14 | MOSS BOB L | Director | S-Sale | D | Common Stock | 100 | 178.10 | 17.8K | 1,700 | I | ↗ |
| 2019-10-21 | SAPE GEORGE | Director | S-Sale | D | Common Stock | 550 | 174.87 | 96.2K | 8,031 | D | ↗ |
| 2019-06-03 | SAPE GEORGE | Director | A-Award | A | Stock Option (right to buy) | 7,000 | 160.69 | 1.12M | 7,000 | D | ↗ |
| 2019-06-03 | Rubin Steven | Director | A-Award | A | Stock Option (right to buy) | 7,000 | 160.69 | 1.12M | 7,000 | D | ↗ |
| 2019-06-03 | MOSS BOB L | Director | A-Award | A | Stock Option (right to buy) | 5,000 | 160.69 | 803.5K | 5,000 | D | ↗ |
| 2019-06-03 | Keeley Brian E. | Director | A-Award | A | Stock Option (right to buy) | 7,000 | 160.69 | 1.12M | 7,000 | D | ↗ |
| 2019-06-03 | Dickins Denise | Director | A-Award | A | Stock Option (right to buy) | 9,000 | 160.69 | 1.45M | 9,000 | D | ↗ |
| 2019-06-03 | Custer John Michael | Director | A-Award | A | Srock Option (right to buy) | 5,000 | 160.69 | 803.5K | 5,000 | D | ↗ |
| 2019-06-03 | ALVAREZ CESAR L | Director | A-Award | A | Stock Option (right to buy) | 5,000 | 160.69 | 803.5K | 5,000 | D | ↗ |
| 2019-04-04 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 354 | 0.00 | — | 115,741 | D | ↗ |
| 2019-04-01 | Rush Stephen F. | Officer | A-Award | A | Class B Common stock | 5,000 | 0.00 | — | 6,837 | D | ↗ |
| 2019-03-12 | Nahmad Aaron J | Director / Officer | J-Other | A | Common stock | 39 | 139.14 | 5.4K | 355 | I | ↗ |
| 2019-03-12 | NAHMAD ALBERT H | Director / Officer | J-Other | A | Common stock | 39 | 139.14 | 5.4K | 1,415 | I | ↗ |
| 2019-03-12 | MENENDEZ ANA M | Officer | J-Other | A | Common stock | 39 | 139.14 | 5.4K | 1,402 | I | ↗ |
| 2019-03-12 | LOGAN BARRY S | Officer | J-Other | A | Common stock | 37 | 139.14 | 5.1K | 2,444 | I | ↗ |
| 2019-02-12 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 14,706 | 0.00 | — | 115,387 | D | ↗ |
| 2019-02-12 | NAHMAD ALBERT H | Director / Officer | A-Award | A | Class B Common stock | 45,752 | 0.00 | — | 2,260,805 | D | ↗ |
| 2019-01-07 | Nahmad Aaron J | Director / Officer | A-Award | A | Class B Common stock | 8,591 | 0.00 | — | 100,681 | D | ↗ |
| 2018-12-31 | SAPE GEORGE | Director | — | — | Common stock | 0 | 0.00 | — | 8,581 | D | ↗ |
| 2018-12-31 | Nahmad Aaron J | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,408 | D | ↗ |
| 2018-12-31 | NAHMAD ALBERT H | Director / Officer | — | — | Common stock | 0 | 0.00 | — | 1,376 | I | ↗ |
| 2018-12-31 | MOSS BOB L | Director | — | — | Common stock | 0 | 0.00 | — | 1,000 | I | ↗ |
| 2018-12-31 | MENENDEZ ANA M | Officer | — | — | Common stock | 0 | 0.00 | — | 40,000 | D | ↗ |
| 2018-12-31 | LOGAN BARRY S | Officer | — | — | Common stock | 0 | 0.00 | — | 2,407 | I | ↗ |
| 2018-12-31 | Keeley Brian E. | Director | — | — | Common stock | 0 | 0.00 | — | 2,078 | D | ↗ |
| 2018-12-31 | Dickins Denise | Director | — | — | Common stock | 0 | 0.00 | — | 7,519 | D | ↗ |
| 2018-12-20 | LOGAN BARRY S | Officer | S-Sale | D | Common stock | 2,500 | 141.27 | 353.2K | 13,300 | D | ↗ |
| 2018-12-18 | NAHMAD ALBERT H | Director / Officer | G-Gift | D | Class B Common Stock | 26,285 | 0.00 | — | 240,182 | D | ↗ |
| 2018-06-04 | WATSCO INC | Director | A-Award | A | Stock Option (right to buy) | 4,000 | 185.12 | 740.5K | 4,000 | — | ↗ |
| 2018-06-04 | SAPE GEORGE | Director | A-Award | A | Stock Option (right to buy) | 5,000 | 185.12 | 925.6K | 5,000 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | Aaron J. Nahmad President | 600.0K | — | 12.50M | — | 152.00 | 14.8K | 13.11M | 95.31% | ↗ |
| 2 | 2023 | Albert H. Nahmad Chief Executive Officer | 600.0K | — | 10.00M | — | 193.00 | 458.3K | 11.06M | 90.43% | ↗ |
| 3 | 2023 | Barry S. Logan Executive Vice President | 435.0K | — | — | — | — | 14.5K | 449.5K | 0.00% | ↗ |
| 4 | 2023 | Ana M. Menendez Chief Financial Officer | 350.0K | — | — | — | — | 8.3K | 358.3K | 0.00% | ↗ |
| 5 | 2022 | Albert H. Nahmad Chief Executive Officer | 600.0K | — | 10.00M | — | 99.00 | 493.9K | 11.09M | 90.14% | ↗ |
| 6 | 2022 | Aaron J. Nahmad President | 600.0K | 200.0K | 10.00M | — | 248.00 | 7.6K | 10.81M | 92.52% | ↗ |
| 7 | 2022 | Barry S. Logan Executive Vice President | 435.0K | — | — | — | — | 7.6K | 442.6K | 0.00% | ↗ |
| 8 | 2022 | Ana M. Menendez Chief Financial Officer | 350.0K | — | — | — | — | 7.6K | 357.6K | 0.00% | ↗ |
| 9 | 2021 | Aaron J. Nahmad President | 600.0K | 300.0K | 9.77M | — | 306.00 | 7.3K | 10.68M | 91.50% | ↗ |
| 10 | 2021 | Albert H. Nahmad Chief Executive Officer | 300.0K | — | 10.00M | — | 123.00 | 372.5K | 10.67M | 93.70% | ↗ |
| 11 | 2021 | Barry S. Logan Executive Vice President | 435.0K | — | 1.46M | — | — | 33.5K | 1.93M | 75.71% | ↗ |
| 12 | 2021 | Ana M. Menendez Chief Financial Officer | 350.0K | — | — | — | — | 7.3K | 357.3K | 0.00% | ↗ |
| 13 | 2020 | Albert H. Nahmad Chief Executive Officer | 374.6K | — | 10.00M | — | 58.00 | 314.0K | 10.69M | 93.56% | ↗ |
| 14 | 2020 | Aaron J. Nahmad President | 500.0K | 300.0K | 8.16M | — | 424.00 | 5.7K | 8.97M | 91.01% | ↗ |
| 15 | 2020 | Barry S. Logan Executive Vice President | 390.5K | 100.0K | — | — | — | 400.00 | 490.9K | 0.00% | ↗ |
| 16 | 2020 | Ana M. Menendez Chief Financial Officer | 332.1K | 100.0K | — | — | — | 5.7K | 437.8K | 0.00% | ↗ |
| 17 | 2019 | Albert H. Nahmad Chief Executive Officer | 580.0K | — | 10.31M | — | 125.00 | 310.6K | 11.20M | 92.05% | ↗ |
| 18 | 2019 | Aaron J. Nahmad President | 552.5K | — | 3.79M | — | 152.00 | 5.6K | 4.35M | 87.16% | ↗ |
| 19 | 2019 | Barry S. Logan Executive Vice President | 369.8K | — | — | — | — | 5.2K | 375.0K | 0.00% | ↗ |
| 20 | 2019 | Ana M. Menendez Chief Financial Officer | 297.5K | — | — | — | — | 5.6K | 303.1K | 0.00% | ↗ |
| 21 | 2017 | Albert H. Nahmad Chief Executive Officer | 725.0K | — | 7.25M | — | 11.00 | 195.6K | 8.17M | 88.73% | ↗ |
| 22 | 2017 | Aaron J. Nahmad President | 650.0K | 200.0K | 2.33M | — | 167.00 | 4.1K | 3.18M | 73.16% | ↗ |
| 23 | 2017 | Barry S. Logan Senior Vice President | 435.0K | 100.0K | 414.4K | — | — | 4.1K | 953.4K | 43.46% | ↗ |
| 24 | 2017 | Ana M. Menendez Chief Financial Officer | 350.0K | 100.0K | 448.9K | — | — | 4.1K | 902.9K | 49.71% | ↗ |
| 25 | 2016 | Albert H. Nahmad Chief Executive Officer | 660.0K | — | 10.09M | — | 96.00 | 147.5K | 10.90M | 92.59% | ↗ |
| 26 | 2016 | Aaron J. Nahmad President | 485.5K | 382.5K | 4.07M | — | 50.00 | 4.0K | 4.94M | 82.34% | ↗ |
| 27 | 2016 | Barry S. Logan Senior Vice President | 391.5K | 100.0K | 231.8K | — | — | 4.0K | 727.2K | 31.87% | ↗ |
| 28 | 2016 | Ana M. Menendez Chief Financial Officer | 315.0K | 100.0K | 231.8K | — | — | 4.0K | 650.7K | 35.61% | ↗ |
| 29 | 2015 | Albert H. Nahmad Chief Executive Officer | 1.08M | — | 7.00M | — | 118.00 | 134.3K | 8.21M | 85.25% | ↗ |
| 30 | 2015 | Aaron J. Nahmad Vice President of Strategy & Innovation during 2015 | 259.7K | — | 1.25M | — | — | 4.0K | 1.51M | 82.58% | ↗ |
| 31 | 2015 | Aaron J. Nahmad President | 259.7K | — | 1.25M | — | — | 4.0K | 1.51M | 82.58% | ↗ |
| 32 | 2015 | Barry S. Logan Senior Vice President | 430.5K | — | — | — | — | 4.0K | 434.4K | 0.00% | ↗ |
| 33 | 2015 | Ana M. Menendez Chief Financial Officer | 346.4K | — | — | — | — | 4.0K | 350.3K | 0.00% | ↗ |
| 34 | 2014 | Albert H. Nahmad Chief Executive Officer | 1.10M | — | 10.98M | — | 50.00 | 89.1K | 12.17M | 90.23% | ↗ |
| 35 | 2014 | Aaron J. Nahmad President | 237.5K | 170.0K | 914.0K | — | — | 3.5K | 1.33M | 68.98% | ↗ |
| 36 | 2014 | Aaron J. Nahmad Vice President of Strategy and Innovation | 237.5K | 170.0K | 914.0K | — | — | 3.5K | 1.33M | 68.98% | ↗ |
| 37 | 2014 | Aaron J. Nahmad Vice President of Strategy & Innovation during 2015 | 237.5K | 170.0K | 914.0K | — | — | 3.5K | 1.33M | 68.98% | ↗ |
| 38 | 2014 | Barry S. Logan Senior Vice President | 435.0K | 170.0K | — | — | — | 3.9K | 608.9K | 0.00% | ↗ |
| 39 | 2014 | Ana M. Menendez Chief Financial Officer | 350.0K | 170.0K | — | — | — | 3.9K | 523.9K | 0.00% | ↗ |
| 40 | 2013 | Albert H. Nahmad Chief Executive Officer | 1.10M | — | 16.10M | — | 93.00 | 93.2K | 17.29M | 93.10% | ↗ |
| 41 | 2013 | Aaron J. Nahmad Vice President of Strategy and Innovation | 200.0K | — | 1.40M | — | — | 3.0K | 1.60M | 87.32% | ↗ |
| 42 | 2013 | Aaron J. Nahmad Vice President of Strategy & Innovation during 2015 | 200.0K | — | 1.40M | — | — | 3.0K | 1.60M | 87.32% | ↗ |
| 43 | 2013 | Ana M. Menendez Chief Financial Officer | 350.0K | 200.0K | 318.2K | — | — | 3.8K | 872.0K | 36.49% | ↗ |
| 44 | 2013 | Barry S. Logan Senior Vice President | 435.0K | 200.0K | 227.3K | — | — | 3.8K | 866.1K | 26.24% | ↗ |
| 45 | 2012 | Albert H. Nahmad Chief Executive Officer | 1.10M | — | 6.00M | — | — | 90.7K | 7.19M | 83.45% | ↗ |
| 46 | 2012 | Barry S. Logan Senior Vice President | 429.3K | — | 176.3K | — | — | 3.8K | 609.3K | 28.93% | ↗ |
| 47 | 2012 | Ana M. Menendez Chief Financial Officer | 321.7K | — | 246.8K | — | — | 3.8K | 572.2K | 43.12% | ↗ |
| 48 | 2012 | Aaron J. Nahmad Vice President of Strategy and Innovation | 162.6K | — | 176.3K | — | — | 2.4K | 341.2K | 51.65% | ↗ |
| 49 | 2007 | Albert H. Nahmad, Chairman of the Board and President | 998.0K | — | 2.37M | — | — | 63.0K | 3.43M | 69.07% | ↗ |
| 50 | 2007 | Stephen R. Combs, President, Gemaire Distributors, LLC | 333.6K | — | 444.5K | 22.0K | 25.0K | 13.6K | 838.7K | 55.63% | ↗ |
| 51 | 2007 | Carole J. Poindexter, President, Baker Distributing Company, LLC | 325.2K | — | 176.2K | — | — | 15.4K | 516.8K | 34.09% | ↗ |
| 52 | 2007 | Barry S. Logan, Senior Vice President | 365.0K | — | 125.0K | — | — | 3.4K | 493.3K | 25.33% | ↗ |
| 53 | 2007 | Ana M. Menendez, Chief Financial Officer | 191.2K | 80.0K | 20.2K | 23.2K | — | 3.4K | 318.0K | 13.65% | ↗ |
| 54 | 2006 | Albert H. Nahmad, Chairman of the Board and President | 960.0K | — | 2.37M | — | 2.87M | 65.0K | 6.27M | 37.82% | ↗ |
| 55 | 2006 | Barry S. Logan, Senior Vice President | 340.0K | 325.0K | 99.5K | — | — | 3.7K | 768.2K | 12.95% | ↗ |
| 56 | 2006 | Carole J. Poindexter, President, Baker Distributing Company, LLC | 300.0K | — | 127.9K | — | 300.0K | 15.3K | 743.2K | 17.21% | ↗ |
| 57 | 2006 | Stephen R. Combs, President, Gemaire Distributors, LLC | 300.0K | — | 375.6K | 18.4K | — | 13.5K | 707.5K | 55.69% | ↗ |
| 58 | 2006 | Ana M. Menendez, Chief Financial Officer | 165.0K | — | 20.2K | 4.4K | — | 4.3K | 193.9K | 12.66% | ↗ |
| 59 | 2005 | Albert H. Nahmad Chief Executive Officer | 850.0K | 3.00M | 14.69M | — | — | 31.6K | 18.57M | 79.10% | ↗ |
| 60 | 2005 | Barry S. Logan Senior Vice President and Secretary | 325.0K | 400.0K | — | — | — | 3.2K | 728.2K | 0.00% | ↗ |
| 61 | 2005 | Ana M. Menendez Chief Financial Officer and Treasurer | 150.0K | 75.0K | — | — | — | 2.3K | 227.2K | 0.00% | ↗ |
| 62 | 2004 | Albert H. Nahmad Chief Executive Officer | 850.0K | 2.00M | 9.54M | — | — | 70.4K | 12.46M | 76.56% | ↗ |
| 63 | 2004 | Barry S. Logan Senior Vice President and Secretary | 320.9K | 200.0K | 576.0K | — | — | 3.1K | 1.10M | 52.37% | ↗ |
| 64 | 2004 | Ana M. Menendez Chief Financial Officer and Treasurer | 143.5K | 75.0K | — | — | — | 3.1K | 221.6K | 0.00% | ↗ |
| 65 | 2003 | Albert H. Nahmad Chief Executive Officer | 843.6K | 1.50M | 4.29M | — | — | 73.7K | 6.71M | 63.95% | ↗ |
| 66 | 2003 | Barry S. Logan Senior Vice President and Secretary | 301.4K | 175.0K | — | — | — | 3.0K | 479.4K | 0.00% | ↗ |
| 67 | 2003 | Ana M. Menendez Chief Financial Officer and Treasurer | 137.1K | 50.0K | 219.5K | 15.0K | — | 2.8K | 424.4K | 55.26% | ↗ |
| 68 | 2002 | Albert H. Nahmad Chief Executive Officer | 749.6K | 1.25M | 241.7K | — | — | 98.2K | 2.34M | 10.33% | ↗ |
| 69 | 2002 | Barry S. Logan Senior Vice President and Secretary | 275.4K | 150.0K | — | — | — | 3.0K | 428.4K | 0.00% | ↗ |
| 70 | 2002 | Ana M. Menendez Chief Financial Officer and Treasurer | 132.7K | 50.0K | — | — | — | 2.8K | 185.5K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Albert H. Nahmad | Chairman & Chief Executive Officer | 833.6K | male |
| Aaron J. Nahmad | Co-Vice Chairman & President | 740.5K | male |
| Paul W. Johnston | Executive Vice President | 553.8K | male |
| Barry S. Logan | Executive Vice President of Planning & Strategy, Secretary and Director | 449.0K | male |
| Ana Menendez | Chief Financial Officer & Treasurer | 358.8K | female |
| Rick Gomez | Vice President of Corporate Development | — | male |
| Steven Rupp | Chief Technology Officer | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-29 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Lois Frankel | FL22 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-06-28 | 2023-07-28 | Lois Frankel | FL22 | Self | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-07-24 | 2020-08-24 | Lois Frankel | FL21 | Self | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-05-07 | 2020-05-15 | Donna Shalala | FL27 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2020-03-04 | 2020-03-23 | Lois Frankel | FL21 | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2020-03-03 | 2020-03-23 | Lois Frankel | FL21 | Self | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for WSO
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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