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Wintrust Financial Corporation (WTFC)
USD162.80
+1.30 (+0.81%)
US NASDAQ Financial Services Banks - Regional
Address
9700 West Higgins Road 60018
Rosemont, IL, US
Rosemont, IL, US
CEO
Timothy S. Crane
Website
wintrust.com
IPO
1998-04-16
CIK 1015328 ISIN US97650W1080
Also trades on
NASDAQ Global Select · WTFC (USD)
NASDAQ Global Select · WTFCM (USD)
NASDAQ Global Select · WTFCP (USD)
Description
Wintrust Financial Corporation (WTFC) functions as a diversified financial holding company, structuring its operations across three primary business segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers a comprehensive array of financial products and services. This includes various deposit accounts, such as non-interest-bearing, interest-bearing transaction, savings, and domestic time deposits. On the lending side, it provides home equity loans, consumer loans, and real estate financing. Customers also have access to essential banking services like safe deposit facilities, ATMs, online banking, and mobile banking. Beyond standard offerings, this segment is actively involved in originating and acquiring residential mortgages for sale in the secondary market. It extends specialized lending, deposit, and treasury management solutions to condominium, homeowner, and community associations, alongside offering asset-based financing for middle-market enterprises. Further niche services encompass loan and deposit facilities for mortgage brokerage firms, financing for restaurant franchisees, direct leasing, Small Business Administration (SBA) loans, commercial mortgages, and construction loans, all forming part of its broader financial solutions. Its client base is diverse, ranging from individuals and small to mid-sized businesses to local governmental units and institutional clients, for whom it provides both personal and commercial banking. The Specialty Finance segment delivers targeted financial services, including the financing of commercial and life insurance premiums for both corporate and individual clients. It also handles accounts receivable financing, provides value-added administrative services, and offers outsourced solutions such as payroll processing, billing, and cash management tailored specifically for the temporary staffing industry. This segment rounds out its offerings with other specialized financial products. The Wealth Management segment is dedicated to assisting clients with a full suite of services, including trust and investment management, comprehensive asset management, tax-deferred exchange facilitation, securities brokerage, and retirement plan services. Wintrust maintains a significant physical presence, operating 173 banking facilities and 228 ATMs. Its geographic footprint covers the Chicago metropolitan area, southern Wisconsin, northwest Indiana, and Florida. The company, established in 1991, is headquartered in Rosemont, Illinois.
News Sentiment (7d)
3 articles
- Wintrust Financial (WTFC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Zacks Investment Research
- Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More 247 Wallst
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
USD162.80
+1.30 (+0.81%)
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Volume Profile
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Liquidity & share structure
Average Volume
454.8K
Beta
0.85
Float Shares
66.39M
Free Float %
98.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.31% | -0.48% | -0.23% | +4.28% | +12.10% | +7.45% | +25.65% | +136.32% | +83.45% | +182.02% | +1,569.22% |
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
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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 (22 ratings, all time)
Buy
Price Targets & DCF
Current price
162.80
Low
160.00
-1.7%
Consensus
174.57
+7.2%
Median
175.00
+7.5%
High
185.00
+13.6%
DCF (Unlevered)
302.53
+85.8%
DCF (Levered)
395.91
+143.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
75% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 6 | -2 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
160.00
-1.7%
|
| Last Year | 17 |
168.06
+3.2%
|
| All Time | 32 |
150.34
-7.7%
|
Quality scores
Altman Z-Score
-0.42
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+6.7% Q1'26: +5.8% (vs Q1'25)
-
EPS growth+12.1% Q1'26: +19.7% (vs Q1'25)
-
FCF margin— Q1'26: +86.1% (vs Q1'25)
-
EBIT margin— Q1'26: +28.3% (vs Q1'25)
-
ROIC— Q1'26: -37.1% (vs Q1'25)
-
Share dilution+4.6% Q1'26: +0.7% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 3.61× (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 1999 actual |
Dec 2000 actual |
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 6 Rev. Ana. 8 EPS Ana. |
Dec 2027 6 Rev. Ana. 8 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
119.14M
est: 59.17M (+101.4%)
|
166.49M
est: 78.55M (+112.0%)
|
195.25M
est: 95.69M (+104.0%)
|
242.91M
est: 156.83M (+54.9%)
|
276.58M
est: 182.34M (+51.7%)
|
342.54M
est: 239.19M (+43.2%)
|
496.77M
est: 303.32M (+63.8%)
|
645.32M
est: 360.75M (+78.9%)
|
685.12M
est: 379.70M (+80.4%)
|
610.63M
est: 670.47M (-8.9%)
|
686.15M
est: 745.71M (-8.0%)
|
737.03M
est: 547.76M (+34.6%)
|
753.69M
est: 595.83M (+26.5%)
|
841.47M
est: 661.13M (+27.3%)
|
848.03M
est: 713.20M (+18.9%)
|
880.13M
est: 800.72M (+9.9%)
|
984.59M
est: 913.82M (+7.7%)
|
1.13B
est: 1.04B (+8.5%)
|
1.26B
est: 1.15B (+9.3%)
|
1.52B
est: 1.34B (+13.7%)
|
1.79B
est: 1.47B (+21.8%)
|
1.90B
est: 1.65B (+15.3%)
|
1.86B
est: 1.69B (+10.1%)
|
2.21B
est: 1.96B (+12.8%)
|
3.33B
est: 2.22B (+50.1%)
|
3.97B
est: 2.45B (+61.9%)
|
4.23B
est: 2.71B (+55.9%)
|
2.97B
2.96B – 2.99B
+9.5% YoY
|
3.16B
3.15B – 3.18B
+6.5% YoY
|
3.40B
3.40B – 3.40B
+7.6% YoY
|
| EBITDA |
17.91M
est: 18.36M (-2.5%)
|
24.84M
est: 24.37M (+1.9%)
|
36.63M
est: 29.69M (+23.4%)
|
54.24M
est: 136.56M (-60.3%)
|
70.37M
est: 144.86M (-51.4%)
|
90.69M
est: 193.55M (-53.1%)
|
119.06M
est: 94.11M (+26.5%)
|
121.86M
est: 111.94M (+8.9%)
|
103.83M
est: 117.81M (-11.9%)
|
51.21M
est: 560.56M (-90.9%)
|
138.01M
est: 604.38M (-77.2%)
|
118.97M
est: 227.54M (-47.7%)
|
147.50M
est: 253.58M (-41.8%)
|
204.81M
est: 270.80M (-24.4%)
|
250.62M
est: 302.20M (-17.1%)
|
284.22M
est: 344.94M (-17.6%)
|
292.78M
est: 391.23M (-25.2%)
|
385.00M
est: 436.77M (-11.9%)
|
453.10M
est: 544.53M (-16.8%)
|
527.80M
est: 730.42M (-27.7%)
|
568.46M
est: 944.49M (-39.8%)
|
486.15M
est: 588.55M (-17.4%)
|
739.59M
est: 735.47M (+0.6%)
|
782.63M
est: 879.41M (-11.0%)
|
929.85M
est: 700.52M (+32.7%)
|
1.05B
est: 774.42M (+35.2%)
|
1.21B
est: 857.83M (+40.7%)
|
939.50M
936.32M – 945.87M
+9.5% YoY
|
1.00B
994.75M – 1.00B
+6.5% YoY
|
1.08B
1.08B – 1.08B
+7.6% YoY
|
| EBIT |
14.15M
est: 16.07M (-11.9%)
|
16.45M
est: 21.33M (-22.9%)
|
29.13M
est: 25.98M (+12.1%)
|
42.50M
est: 42.58M (-0.2%)
|
59.34M
est: 49.51M (+19.9%)
|
80.89M
est: 64.95M (+24.5%)
|
104.95M
est: 82.36M (+27.4%)
|
104.24M
est: 97.95M (+6.4%)
|
83.82M
est: 103.10M (-18.7%)
|
30.64M
est: 182.05M (-83.2%)
|
117.50M
est: 202.48M (-42.0%)
|
100.81M
est: 148.73M (-32.2%)
|
128.03M
est: 161.78M (-20.9%)
|
180.13M
est: 179.51M (+0.3%)
|
224.44M
est: 193.65M (+15.9%)
|
246.43M
est: 217.42M (+13.3%)
|
251.77M
est: 248.12M (+1.5%)
|
331.85M
est: 282.39M (+17.5%)
|
390.00M
est: 313.24M (+24.5%)
|
460.13M
est: 363.70M (+26.5%)
|
480.10M
est: 398.84M (+20.4%)
|
389.78M
est: 446.77M (-12.8%)
|
637.80M
est: 13.74M (+4,542.0%)
|
700.56M
est: 25.40M (+2,658.4%)
|
845.08M
est: 627.83M (+34.6%)
|
947.09M
est: 694.06M (+36.5%)
|
1.12B
est: 768.82M (+45.4%)
|
842.01M
839.15M – 847.72M
+9.5% YoY
|
896.63M
891.52M – 899.50M
+6.5% YoY
|
964.60M
964.60M – 964.60M
+7.6% YoY
|
| Net Income |
9.43M
est: 9.67M (-2.5%)
|
11.16M
est: 11.11M (+0.4%)
|
18.44M
est: 17.07M (+8.0%)
|
27.88M
est: 27.51M (+1.3%)
|
38.12M
est: 35.91M (+6.2%)
|
51.33M
est: 50.45M (+1.8%)
|
67.02M
est: 66.03M (+1.5%)
|
66.49M
est: 69.73M (-4.6%)
|
55.65M
est: 57.78M (-3.7%)
|
20.49M
est: 25.84M (-20.7%)
|
73.07M
est: 108.27M (-32.5%)
|
63.33M
est: 47.10M (+34.4%)
|
77.58M
est: 65.93M (+17.7%)
|
111.20M
est: 96.59M (+15.1%)
|
137.21M
est: 125.56M (+9.3%)
|
151.40M
est: 148.64M (+1.9%)
|
156.75M
est: 167.12M (-6.2%)
|
206.88M
est: 190.13M (+8.8%)
|
257.68M
est: 247.59M (+4.1%)
|
343.17M
est: 339.25M (+1.2%)
|
355.70M
est: 372.94M (-4.6%)
|
292.99M
est: 216.09M (+35.6%)
|
466.15M
est: 382.44M (+21.9%)
|
509.68M
est: 511.15M (-0.3%)
|
622.63M
est: 661.83M (-5.9%)
|
695.05M
est: 681.83M (+1.9%)
|
823.84M
est: 758.56M (+8.6%)
|
887.20M
857.65M – 896.76M
+17.0% YoY
|
941.48M
901.08M – 997.07M
+6.1% YoY
|
1.05B
1.04B – 1.06B
+11.1% YoY
|
| SGA |
22.21M
est: 22.92M (-3.1%)
|
29.43M
est: 29.12M (+1.1%)
|
37.23M
est: 34.43M (+8.1%)
|
65.74M
est: 64.86M (+1.4%)
|
76.99M
est: 72.42M (+6.3%)
|
97.45M
est: 95.80M (+1.7%)
|
123.97M
est: 121.24M (+2.3%)
|
142.99M
est: 149.98M (-4.7%)
|
150.85M
est: 160.04M (-5.7%)
|
156.04M
est: 288.91M (-46.0%)
|
213.45M
est: 367.63M (-41.9%)
|
240.11M
est: 185.84M (+29.2%)
|
260.31M
est: 228.84M (+13.7%)
|
311.45M
est: 268.42M (+16.0%)
|
332.57M
est: 303.80M (+9.5%)
|
361.25M
est: 354.97M (+1.8%)
|
416.39M
est: 442.95M (-6.0%)
|
446.00M
est: 410.38M (+8.7%)
|
477.14M
est: 458.83M (+4.0%)
|
538.43M
est: 534.31M (+0.8%)
|
604.21M
est: 637.27M (-5.2%)
|
687.38M
est: 588.19M (+16.9%)
|
765.97M
est: 644.39M (+18.9%)
|
784.16M
est: 583.61M (+34.4%)
|
849.82M
est: 660.95M (+28.6%)
|
919.88M
est: 730.67M (+25.9%)
|
1.00B
est: 809.37M (+24.0%)
|
886.43M
883.42M – 892.44M
+9.5% YoY
|
943.93M
938.55M – 946.95M
+6.5% YoY
|
1.02B
1.02B – 1.02B
+7.6% YoY
|
| EPS |
0.76
est: 0.78 (-2.6%)
|
0.85
est: 1.02 (-16.7%)
|
1.34
est: 1.11 (+20.7%)
|
1.71
est: 1.51 (+13.2%)
|
2.11
est: 1.77 (+19.2%)
|
2.49
est: 2.26 (+10.2%)
|
2.89
est: 2.72 (+6.3%)
|
2.66
est: 2.86 (-7.0%)
|
2.31
est: 2.60 (-11.2%)
|
0.78
est: 2.07 (-62.2%)
|
2.23
est: 0.44 (+406.8%)
|
1.08
est: 0.94 (+14.9%)
|
2.08
est: 1.29 (+61.2%)
|
2.81
est: 1.77 (+58.8%)
|
3.33
est: 2.33 (+42.9%)
|
3.12
est: 2.88 (+8.3%)
|
3.05
est: 3.06 (-0.2%)
|
3.83
est: 3.63 (+5.6%)
|
4.53
est: 4.33 (+4.6%)
|
5.95
est: 6.07 (-2.0%)
|
6.11
est: 6.17 (-1.0%)
|
4.72
est: 4.49 (+5.2%)
|
7.69
est: 7.52 (+2.3%)
|
8.14
est: 8.36 (-2.6%)
|
9.72
est: 9.76 (-0.4%)
|
10.47
est: 10.12 (+3.4%)
|
11.58
est: 11.20 (+3.4%)
|
13.03
12.68 – 13.26
+16.3% YoY
|
13.90
13.32 – 14.74
+6.7% YoY
|
15.42
15.31 – 15.63
+11.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | TD Cowen | Buy | Buy | Maintain |
| 2026-04-22 | Piper Sandler | Overweight | Overweight | Maintain |
| 2026-04-21 | DA Davidson | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-15 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
1.78B
OE per share TTM
26.17
Owner's Yield
17.58%
Maintenance CapEx ratio
3.32%
Maint CapEx / Avg PPE
35.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
556
Total invested
8.96B
Insider transactions (90d)
6
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 6.04M | 9.90% | 5.75M | — | 6.04M | — | HC | Delaware | 2023-01-24 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 5.30M | 9.30% | — | 30.2K | 5.22M | 79.3K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 3 | Abigail P. Johnson | 3.98M | 6.98% | — | — | 3.98M | — | IN | Delaware | 2022-02-09 | ↗ |
| 4 | FMR LLC | 3.98M | 6.98% | 103.6K | — | 3.98M | — | HC | Delaware | 2022-02-09 | ↗ |
| 5 | (. | 3.81M | 7.88% | 3.75M | — | 3.81M | — | IA | Delaware | 2016-02-09 | ↗ |
| 6 | STATE STREET CORPORATION | 2.63M | 4.70% | — | 2.54M | — | 2.63M | HC | BOSTON, MASSACHUSETTS | 2019-02-12 | ↗ |
| 7 | 52-0556948 | 2.40M | 6.90% | 626.3K | — | 2.40M | — | IA | MARYLAND | 2011-02-10 | ↗ |
| 8 | 04-2683227 | 2.40M | 5.86% | — | 2.33M | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
| 9 | 98-0557567 | 2.33M | 4.50% | 2.33M | — | 2.33M | — | IA, HC | Bermuda | 2017-02-01 | ↗ |
| 10 | BlackRock for purposes of Schedule 13G filings. | 2.22M | 9.18% | 2.22M | — | 2.22M | — | HC | Delaware | 2010-01-29 | ↗ |
| 11 | Edward C. Johnson 3d | 1.01M | 4.23% | — | — | 1.01M | — | IN | United States of America | 2009-04-09 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
556
+32 vs prev Q
New positions
78
Closed positions
50
Increased
281
Reduced
179
Put/Call ratio
4.10
Calls held
6.2K
Puts held
25.4K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6.75M -70.9K (-1.0%) | 943.39M +40.4M (+4.5%) | 10.08% -0.112 pp | 0.01% +0.000 pp | USD61.73 +126.5% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 6.16M -46.2K (-0.7%) | 861.97M +39.4M (+4.8%) | 9.21% -0.075 pp | 0.01% +0.000 pp | USD109.14 +28.1% | 6 qtrs — |
| 3 | FMR LLC | 5.38M +497.4K (+10.2%) | 752.90M +105.6M (+16.3%) | 8.04% +0.738 pp | 0.04% +0.005 pp | USD84.47 +65.5% | 34 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.71M -28.0K (-1.0%) | 378.59M +16.3M (+4.5%) | 4.04% -0.044 pp | 0.08% +0.002 pp | USD58.94 +137.2% | 51 qtrs — |
| 5 | STATE STREET CORP | 2.67M -17.3K (-0.6%) | 373.96M +17.4M (+4.9%) | 3.99% -0.028 pp | 0.01% +0.000 pp | USD77.54 +80.3% | 51 qtrs — |
| 6 | FIRST TRUST ADVISORS LP | 1.45M -547.7K (-27.5%) | 202.07M -61.9M (-23.4%) | 2.16% -0.820 pp | 0.15% -0.050 pp | USD104.75 +33.5% | 51 qtrs — |
| 7 | EARNEST PARTNERS LLC | 1.44M -1.9K (-0.1%) | 201.36M +10.4M (+5.4%) | 2.15% -0.004 pp | 0.86% +0.034 pp | USD123.91 +12.8% | 5 qtrs — |
| 8 | CAPITAL INTERNATIONAL INVESTORS | 1.33M -33.4K (-2.4%) | 186.59M +5.4M (+3.0%) | 1.99% -0.051 pp | 0.03% +0.000 pp | USD84.12 +66.2% | 12 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.27M +17.0K (+1.4%) | 178.04M +11.7M (+7.0%) | 1.90% +0.024 pp | 0.01% +0.000 pp | USD73.26 +90.9% | 78 qtrs — |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 1.27M -27.4K (-2.1%) | 177.98M +5.8M (+3.4%) | 1.90% -0.042 pp | 0.09% +0.004 pp | USD94.09 +48.6% | 81 qtrs — |
| 11 | INVESCO LTD. | 1.14M -21.0K (-1.8%) | 159.27M +5.6M (+3.7%) | 1.70% -0.032 pp | 0.02% +0.000 pp | USD86.53 +61.6% | 57 qtrs — |
| 12 | BANK OF AMERICA CORP /DE/ | 1.05M -20.5K (-1.9%) | 146.98M +5.0M (+3.5%) | 1.57% -0.032 pp | 0.01% +0.001 pp | USD101.00 +38.4% | 52 qtrs — |
| 13 | JENNISON ASSOCIATES LLC | 993.3K -27.4K (-2.7%) | 138.88M +3.7M (+2.7%) | 1.48% -0.042 pp | 0.08% +0.005 pp | USD101.97 +37.1% | 54 qtrs — |
| 14 | CLEARBRIDGE INVESTMENTS, LLC | 874.8K -32.7K (-3.6%) | 122.31M +2.1M (+1.8%) | 1.31% -0.050 pp | 0.10% +0.007 pp | USD102.26 +36.7% | 62 qtrs — |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 832.4K +151.4K (+22.2%) | 116.38M +26.2M (+29.0%) | 1.24% +0.226 pp | 0.02% +0.005 pp | USD133.78 +4.5% | 2 qtrs — |
| 16 | NORGES BANK | 800.5K +800.5K (+100.0%) | 111.92M +111.9M (+100.0%) | 1.20% +1.195 pp | 0.01% +0.012 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 17 | MILLENNIUM MANAGEMENT LLC | 774.5K +25.5K (+3.4%) | 108.29M +9.1M (+9.2%) | 1.16% +0.038 pp | 0.05% +0.003 pp | USD116.23 +20.3% | 61 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 772.7K -3.9K (-0.5%) | 108.04M +5.2M (+5.0%) | 1.15% -0.007 pp | 0.02% +0.000 pp | USD79.85 +75.1% | 98 qtrs — |
| 19 | NORTHERN TRUST CORP | 768.7K -33.2K (-4.1%) | 107.48M +1.3M (+1.2%) | 1.15% -0.050 pp | 0.01% +0.000 pp | USD81.17 +72.3% | 51 qtrs — |
| 20 | JPMORGAN CHASE & CO | 763.1K -145.6K (-16.0%) | 106.70M -13.6M (-11.3%) | 1.14% -0.218 pp | 0.01% -0.001 pp | USD68.43 +104.3% | 51 qtrs — |
| 21 | SEI INVESTMENTS CO | 748.4K +2.4K (+0.3%) | 104.64M +5.8M (+5.9%) | 1.12% +0.003 pp | 0.10% -0.003 pp | USD115.62 +20.9% | 45 qtrs — |
| 22 | ALLIANCEBERNSTEIN L.P. | 731.3K -6.7K (-0.9%) | 102.25M +4.5M (+4.6%) | 1.09% -0.011 pp | 0.03% +0.002 pp | USD74.28 +88.2% | 61 qtrs — |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 651.4K -1.6K (-0.3%) | 91.08M +4.6M (+5.3%) | 0.97% -0.003 pp | 0.31% +0.014 pp | USD74.48 +87.7% | 12 qtrs — |
| 24 | CHANNING CAPITAL MANAGEMENT, LLC | 651.4K -27.1K (-4.0%) | 91.07M +1.2M (+1.4%) | 0.97% -0.041 pp | 2.34% -0.023 pp | USD78.04 +79.2% | 12 qtrs — |
| 25 | JANUS HENDERSON GROUP PLC | 609.4K -15.5K (-2.5%) | 85.21M +2.5M (+3.0%) | 0.91% -0.024 pp | 0.04% +0.000 pp | USD85.97 +62.6% | 18 qtrs — |
| 26 | VICTORY CAPITAL MANAGEMENT INC | 600.1K -180.2K (-23.1%) | 83.90M -19.4M (-18.8%) | 0.90% -0.270 pp | 0.05% -0.013 pp | USD89.77 +55.8% | 26 qtrs — |
| 27 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 589.7K +16.9K (+3.0%) | 82.46M +6.6M (+8.7%) | 0.88% +0.025 pp | 0.51% +0.032 pp | USD124.08 +12.7% | 19 qtrs — |
| 28 | WESTFIELD CAPITAL MANAGEMENT CO LP | 559.8K +102.8K (+22.5%) | 78.27M +17.7M (+29.3%) | 0.84% +0.153 pp | 0.33% +0.072 pp | USD112.96 +23.8% | 9 qtrs — |
| 29 | FRONTIER CAPITAL MANAGEMENT CO LLC | 543.0K +2.2K (+0.4%) | 75.93M +4.3M (+6.0%) | 0.81% +0.003 pp | 0.81% +0.164 pp | USD76.25 +83.4% | 25 qtrs — |
| 30 | FIERA CAPITAL CORP | 535.0K +132.1K (+32.8%) | 74.80M +21.4M (+40.2%) | 0.80% +0.197 pp | 0.24% +0.065 pp | USD112.12 +24.7% | 8 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 526.4K -17.7K (-3.2%) | 73.60M +1.5M (+2.1%) | 0.79% -0.027 pp | 0.01% -0.001 pp | USD60.34 +131.7% | 66 qtrs — |
| 32 | REINHART PARTNERS, INC. | 524.6K -86.8K (-14.2%) | 73.35M -7.6M (-9.4%) | 0.78% -0.130 pp | 2.20% -0.436 pp | USD75.38 +85.5% | 24 qtrs — |
| 33 | THRIVENT FINANCIAL FOR LUTHERANS | 505.3K -1.4K (-0.3%) | 70.66M +3.5M (+5.3%) | 0.75% -0.003 pp | 0.13% -0.007 pp | USD121.66 +14.9% | 74 qtrs — |
| 34 | MORGAN STANLEY | 481.1K -3.6K (-0.7%) | 67.27M +3.1M (+4.8%) | 0.72% -0.006 pp | 0.00% +0.000 pp | USD95.09 +47.0% | 51 qtrs — |
| 35 | ABRDN PLC | 473.6K -22.2K (-4.5%) | 66.22M +561.4K (+0.9%) | 0.71% -0.034 pp | 0.10% -0.001 pp | USD94.37 +48.2% | 18 qtrs — |
| 36 | FISHER ASSET MANAGEMENT, LLC | 470.5K +5.9K (+1.3%) | 65.78M +4.3M (+6.9%) | 0.70% +0.008 pp | 0.02% +0.000 pp | USD63.81 +119.1% | 50 qtrs — |
| 37 | FEDERATED HERMES, INC. | 469.8K -115.2K (-19.7%) | 65.69M -11.8M (-15.2%) | 0.70% -0.173 pp | 0.11% -0.027 pp | USD76.32 +83.2% | 54 qtrs — |
| 38 | AMERICAN CENTURY COMPANIES INC | 450.8K -86.0K (-16.0%) | 63.04M -8.1M (-11.3%) | 0.67% -0.129 pp | 0.03% -0.005 pp | USD83.53 +67.4% | 24 qtrs — |
| 39 | ARTEMIS INVESTMENT MANAGEMENT LLP | 424.0K +424.0K (+100.0%) | 59.29M +59.3M (+100.0%) | 0.63% +0.633 pp | 0.72% +0.716 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 40 | GW&K INVESTMENT MANAGEMENT, LLC | 411.2K -85.6K (-17.2%) | 57.50M -8.3M (-12.6%) | 0.61% -0.128 pp | 0.50% -0.085 pp | USD74.45 +87.8% | 12 qtrs — |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 386.7K -18.9K (-4.7%) | 54.07M +350.8K (+0.7%) | 0.58% -0.029 pp | 0.02% +0.001 pp | USD100.35 +39.3% | 51 qtrs — |
| 42 | FIL LTD | 357.8K -206.4K (-36.6%) | 50.03M -24.7M (-33.0%) | 0.53% -0.309 pp | 0.04% -0.021 pp | USD104.50 +33.8% | 10 qtrs — |
| 43 | GOLDMAN SACHS GROUP INC | 343.4K -30.7K (-8.2%) | 48.01M -1.5M (-3.1%) | 0.51% -0.046 pp | 0.01% 0.000 pp | USD115.77 +20.8% | 73 qtrs — |
| 44 | NEW YORK STATE COMMON RETIREMENT FUND | 335.5K -2.3K (-0.7%) | 46.90M +2.2M (+4.8%) | 0.50% -0.004 pp | 0.06% +0.005 pp | USD81.28 +72.0% | 87 qtrs — |
| 45 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 330.5K -140.7K (-29.9%) | 46.21M -16.2M (-26.0%) | 0.49% -0.211 pp | 0.40% -0.161 pp | USD98.32 +42.2% | 20 qtrs — |
| 46 | RAYMOND JAMES FINANCIAL INC | 325.6K -14.1K (-4.1%) | 45.52M +539.1K (+1.2%) | 0.49% -0.021 pp | 0.01% 0.000 pp | USD123.02 +13.7% | 5 qtrs — |
| 47 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 299.7K +120.9K (+67.6%) | 41.90M +18.2M (+76.9%) | 0.45% +0.180 pp | 0.05% -0.013 pp | USD108.54 +28.8% | 25 qtrs — |
| 48 | HOLOCENE ADVISORS, LP | 261.8K +101.2K (+63.0%) | 36.61M +15.3M (+72.1%) | 0.39% +0.151 pp | 0.08% +0.028 pp | USD133.86 +4.5% | 10 qtrs — |
| 49 | PREMIER FUND MANAGERS LTD | 257.3K -117.7K (-31.4%) | 36.31M -13.4M (-27.0%) | 0.38% -0.176 pp | 2.09% +0.048 pp | USD84.86 +64.8% | 23 qtrs — |
| 50 | NUVEEN, LLC | 258.8K +1.7K (+0.7%) | 36.18M +2.1M (+6.3%) | 0.39% +0.002 pp | 0.01% +0.001 pp | USD113.71 +23.0% | 4 qtrs — |
| 51 | BALYASNY ASSET MANAGEMENT L.P. | 254.3K +211.3K (+491.6%) | 35.56M +29.9M (+524.6%) | 0.38% +0.316 pp | 0.05% +0.038 pp | USD135.25 +3.4% | 4 qtrs — |
| 52 | JUNTO CAPITAL MANAGEMENT LP | 253.5K +253.5K (+100.0%) | 35.44M +35.4M (+100.0%) | 0.38% +0.379 pp | 0.78% +0.781 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 53 | BOSTON PARTNERS | 250.9K -34.8K (-12.2%) | 35.26M -2.6M (-6.8%) | 0.37% -0.052 pp | 0.04% -0.002 pp | USD79.49 +75.9% | 20 qtrs — |
| 54 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 236.3K -16.9K (-6.7%) | 33.04M -497.0K (-1.5%) | 0.35% -0.026 pp | 2.02% +0.099 pp | USD80.45 +73.8% | 25 qtrs — |
| 55 | KENNEDY CAPITAL MANAGEMENT LLC | 236.1K +16.1K (+7.3%) | 33.01M +3.9M (+13.3%) | 0.35% +0.024 pp | 0.70% +0.055 pp | USD65.14 +114.6% | 54 qtrs — |
| 56 | UBS GROUP AG | 219.5K -52.2K (-19.2%) | 30.70M -5.3M (-14.7%) | 0.33% -0.078 pp | 0.01% -0.001 pp | USD116.67 +19.8% | 45 qtrs — |
| 57 | LORD, ABBETT & CO. LLC | 216.7K -48.7K (-18.4%) | 30.30M -4.9M (-13.8%) | 0.32% -0.073 pp | 0.09% -0.012 pp | USD93.38 +49.7% | 16 qtrs — |
| 58 | WESTWOOD HOLDINGS GROUP INC | 216.0K -997.0 (-0.5%) | 30.20M +1.5M (+5.1%) | 0.32% -0.002 pp | 0.25% +0.040 pp | USD94.26 +48.3% | 20 qtrs — |
| 59 | VERITION FUND MANAGEMENT LLC | 203.6K -34.7K (-14.5%) | 28.46M -3.1M (-9.8%) | 0.30% -0.052 pp | 0.11% -0.019 pp | USD128.38 +8.9% | 5 qtrs — |
| 60 | RHUMBLINE ADVISERS | 195.0K -1.7K (-0.9%) | 27.27M +1.2M (+4.7%) | 0.29% -0.003 pp | 0.02% +0.001 pp | USD62.51 +123.7% | 51 qtrs — |
| 61 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 190.5K -10.2K (-5.1%) | 27.17M +761.4K (+2.9%) | 0.28% -0.015 pp | 0.04% +0.002 pp | USD102.22 +36.8% | 17 qtrs — |
| 62 | LIGHTROCK NETHERLANDS B.V. | 181.5K +4.0K (+2.2%) | 25.38M +5.4M (+26.8%) | 0.27% +0.006 pp | 5.26% +0.029 pp | USD120.47 +16.1% | 5 qtrs — |
| 63 | NATIXIS ADVISORS, L.P. | 181.0K -1.7K (-0.9%) | 25.31M +1.1M (+4.6%) | 0.27% -0.003 pp | 0.04% +0.001 pp | USD109.97 +27.1% | 24 qtrs — |
| 64 | LEEWARD INVESTMENTS, LLC - MA | 172.3K -59.2K (-25.6%) | 24.09M -6.6M (-21.4%) | 0.26% -0.089 pp | 1.22% -0.348 pp | USD93.28 +49.9% | 16 qtrs — |
| 65 | BANK OF NOVA SCOTIA | 172.1K +172.1K (+100.0%) | 24.06M +24.1M (+100.0%) | 0.26% +0.257 pp | 0.04% +0.036 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 66 | QUANTINNO CAPITAL MANAGEMENT LP | 167.3K +46.8K (+38.9%) | 23.39M +7.4M (+46.6%) | 0.25% +0.070 pp | 0.05% +0.004 pp | USD123.71 +13.0% | 17 qtrs — |
| 67 | GRANITE INVESTMENT PARTNERS, LLC | 163.0K -28.0K (-14.6%) | 22.79M -2.5M (-9.9%) | 0.24% -0.042 pp | 1.35% -0.085 pp | USD75.46 +85.3% | 19 qtrs — |
| 68 | LOOMIS SAYLES & CO L P | 155.4K -2.7K (-1.7%) | 21.73M +790.6K (+3.8%) | 0.23% -0.004 pp | 0.03% +0.001 pp | USD44.65 +213.1% | 60 qtrs — |
| 69 | MEEDER ASSET MANAGEMENT INC | 155.0K +155.0K (+100.0%) | 21.67M +21.7M (+100.0%) | 0.23% +0.231 pp | 1.17% +1.168 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 70 | UBS ASSET MANAGEMENT AMERICAS INC | 153.9K -377.0 (-0.2%) | 21.52M +1.1M (+5.3%) | 0.23% -0.001 pp | 0.00% +0.000 pp | USD99.12 +41.1% | 52 qtrs — |
| 71 | AMUNDI | 147.8K +147.8K (+100.0%) | 20.66M +20.7M (+100.0%) | 0.22% +0.221 pp | 0.01% +0.006 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 72 | STATE OF WISCONSIN INVESTMENT BOARD | 144.1K +11.0K (+8.3%) | 20.15M +2.5M (+14.3%) | 0.22% +0.016 pp | 0.05% +0.005 pp | USD73.95 +89.1% | 37 qtrs — |
| 73 | WELLS FARGO & COMPANY/MN | 136.8K -5.9K (-4.1%) | 19.13M +226.4K (+1.2%) | 0.20% -0.009 pp | 0.00% 0.000 pp | USD95.93 +45.8% | 57 qtrs — |
| 74 | SWISS NATIONAL BANK | 132.2K +2.5K (+1.9%) | 18.48M +1.3M (+7.6%) | 0.20% +0.004 pp | 0.01% +0.001 pp | USD63.27 +121.0% | 51 qtrs — |
| 75 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 130.0K +5.8K (+4.7%) | 18.18M +1.7M (+10.5%) | 0.19% +0.009 pp | 0.01% +0.001 pp | USD70.08 +99.5% | 53 qtrs — |
| 76 | CEREDEX VALUE ADVISORS LLC | 127.1K +24.1K (+23.4%) | 17.76M +4.1M (+30.3%) | 0.19% +0.036 pp | 0.53% +0.218 pp | USD90.67 +54.2% | 11 qtrs — |
| 77 | STIEVEN CAPITAL ADVISORS, L.P. | 124.0K -10.4K (-7.7%) | 17.34M -462.4K (-2.6%) | 0.19% -0.016 pp | 3.21% -0.141 pp | USD83.88 +66.7% | 15 qtrs — |
| 78 | PHOCAS FINANCIAL CORP. | 123.3K -292.0 (-0.2%) | 17.24M +871.4K (+5.3%) | 0.18% -0.001 pp | 2.24% +0.120 pp | USD82.03 +70.4% | 12 qtrs — |
| 79 | CHICAGO TRUST CO NA | 119.7K -14.7K (-10.9%) | 16.74M -1.1M (-5.9%) | 0.18% -0.022 pp | 2.65% +0.131 pp | USD114.22 +22.4% | 44 qtrs — |
| 80 | NICHOLAS INVESTMENT PARTNERS, LP | 117.6K +6.9K (+6.2%) | 16.44M +1.8M (+12.2%) | 0.18% +0.010 pp | 1.20% +0.077 pp | USD102.55 +36.3% | 9 qtrs — |
| 81 | ROYAL BANK OF CANADA | 111.7K -79.4K (-41.6%) | 15.62M -9.7M (-38.3%) | 0.17% -0.119 pp | 0.00% -0.002 pp | USD96.23 +45.3% | 51 qtrs — |
| 82 | RMB CAPITAL MANAGEMENT, LLC | 108.9K -1.5K (-1.4%) | 15.22M +606.1K (+4.1%) | 0.16% -0.002 pp | 0.26% -0.004 pp | USD121.86 +14.7% | 5 qtrs — |
| 83 | ZACKS INVESTMENT MANAGEMENT | 106.8K -1.7K (-1.6%) | 14.93M +556.6K (+3.9%) | 0.16% -0.003 pp | 0.12% +0.003 pp | USD91.84 +52.2% | 20 qtrs — |
| 84 | LPL FINANCIAL LLC | 106.3K +26.5K (+33.2%) | 14.86M +4.3M (+40.6%) | 0.16% +0.040 pp | 0.00% +0.001 pp | USD119.95 +16.6% | 39 qtrs — |
| 85 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 104.2K -5.0K (-4.6%) | 14.57M +106.8K (+0.7%) | 0.16% -0.008 pp | 0.02% -0.001 pp | USD123.98 +12.8% | 3 qtrs — |
| 86 | LEGAL & GENERAL GROUP PLC | 99.7K -25.5K (-20.3%) | 13.95M -2.6M (-15.9%) | 0.15% -0.038 pp | 0.00% -0.001 pp | USD76.24 +83.4% | 46 qtrs — |
| 87 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 96.1K -804.0 (-0.8%) | 13.44M +603.0K (+4.7%) | 0.14% -0.001 pp | 0.03% +0.001 pp | USD58.03 +140.9% | 51 qtrs — |
| 88 | CONGRESS ASSET MANAGEMENT CO /MA | 90.9K +32.0 (+0.0%) | 12.70M +674.7K (+5.6%) | 0.14% +0.000 pp | 0.09% +0.009 pp | USD61.95 +125.7% | 34 qtrs — |
| 89 | APTUS CAPITAL ADVISORS, LLC | 87.2K +378.0 (+0.4%) | 12.20M +693.8K (+6.0%) | 0.13% +0.001 pp | 0.09% +0.004 pp | USD124.64 +12.2% | 5 qtrs — |
| 90 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 85.8K -24.1K (-21.9%) | 12.00M -2.6M (-17.6%) | 0.13% -0.036 pp | 0.08% -0.014 pp | USD112.18 +24.6% | 6 qtrs — |
| 91 | AMERIPRISE FINANCIAL INC | 84.3K -15.6K (-15.6%) | 11.79M -1.4M (-10.9%) | 0.13% -0.023 pp | 0.00% 0.000 pp | USD61.18 +128.5% | 55 qtrs — |
| 92 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 83.4K -5.8K (-6.5%) | 11.67M -150.2K (-1.3%) | 0.12% -0.009 pp | 0.12% -0.002 pp | USD87.76 +59.3% | 36 qtrs — |
| 93 | NEUBERGER BERMAN GROUP LLC | 81.2K +34.1K (+72.3%) | 11.36M +5.1M (+81.9%) | 0.12% +0.051 pp | 0.01% +0.004 pp | USD123.63 +13.1% | 15 qtrs — |
| 94 | RETIREMENT SYSTEMS OF ALABAMA | 80.4K -574.0 (-0.7%) | 11.24M +517.2K (+4.8%) | 0.12% -0.001 pp | 0.04% +0.001 pp | USD73.47 +90.3% | 36 qtrs — |
| 95 | ALBERTA INVESTMENT MANAGEMENT CORP | 79.6K +79.6K (+100.0%) | 11.12M +11.1M (+100.0%) | 0.12% +0.119 pp | 0.07% +0.066 pp | USD139.82 +0.0% | 1 qtrs NEW |
| 96 | AQR CAPITAL MANAGEMENT LLC | 78.9K -28.8K (-26.7%) | 11.03M -3.2M (-22.6%) | 0.12% -0.043 pp | 0.01% -0.003 pp | USD108.38 +29.0% | 42 qtrs — |
| 97 | STRS OHIO | 78.3K -1.1K (-1.4%) | 10.95M +432.4K (+4.1%) | 0.12% -0.002 pp | 0.04% +0.002 pp | USD82.51 +69.5% | 20 qtrs — |
| 98 | JANE STREET GROUP, LLC | 75.5K +59.6K (+374.4%) | 10.55M +8.4M (+400.9%) | 0.11% +0.089 pp | 0.00% +0.001 pp | USD136.27 +2.6% | 27 qtrs — |
| 99 | STERLING CAPITAL MANAGEMENT LLC | 71.0K -11.8K (-14.3%) | 9.92M -1.0M (-9.5%) | 0.11% -0.018 pp | 0.16% +0.001 pp | USD110.68 +26.3% | 6 qtrs — |
| 100 | F/M INVESTMENTS LLC | 70.9K +27.0K (+61.6%) | 9.91M +4.1M (+70.6%) | 0.11% +0.040 pp | 0.38% +0.153 pp | USD115.01 +21.6% | 7 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.03
Bearish
Buys
2
Sells
4
Shares acquired
374.00
Shares disposed
14.8K
Cash buys
—
Cash sales
3.00
Net activity
-14,386
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | WEHMER EDWARD J | Officer | A-Award | A | Common Stock | 220 | 150.69 | 33.2K | 168,962 | D | ↗ |
| 2026-05-28 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 154 | 150.69 | 23.2K | 179,964 | D | ↗ |
| 2026-05-05 | MURPHY RICHARD B | Officer | G-Gift | D | Common Stock | 1,661 | 0.00 | — | 37,243 | D | ↗ |
| 2026-05-04 | MCKINNEY SUZET M | Director | S-Sale | D | Common Stock | 500 | 148.96 | 74.5K | 3,303 | D | ↗ |
| 2026-04-27 | DYKSTRA DAVID A | Officer | S-Sale | D | Common Stock | 9,579 | 148.82 | 1.43M | 179,810 | D | ↗ |
| 2026-04-23 | STOEHR DAVID L | Officer | S-Sale | D | Common Stock | 3,020 | 150.45 | 454.4K | 13,213 | D | ↗ |
| 2026-03-31 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 524 | 139.82 | 73.3K | 20,422 | D | ↗ |
| 2026-03-31 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 479 | 139.82 | 67.0K | 18,979 | D | ↗ |
| 2026-03-31 | Smith Gregory A | Director | A-Award | A | Common Stock | 438 | 139.82 | 61.2K | 3,529 | D | ↗ |
| 2026-03-31 | RICHTER DAVID S | Director | A-Award | A | Common Stock | 405 | 139.82 | 56.6K | 1,223 | D | ↗ |
| 2026-03-31 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 404 | 139.82 | 56.5K | 3,803 | D | ↗ |
| 2026-03-31 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 500 | 139.82 | 69.9K | 16,278 | D | ↗ |
| 2026-03-31 | Kohl Laura A. | Director | A-Award | A | Common Stock | 395 | 139.82 | 55.2K | 735 | D | ↗ |
| 2026-03-31 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 438 | 139.82 | 61.2K | 12,460 | D | ↗ |
| 2026-03-31 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 12 | 139.82 | 1.7K | 47,354 | D | ↗ |
| 2026-03-31 | GLABE MARLA F | Director | A-Award | A | Common Stock | 412 | 139.82 | 57.6K | 23,360 | D | ↗ |
| 2026-03-31 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 466 | 139.82 | 65.2K | 18,944 | D | ↗ |
| 2026-03-31 | CRIST PETER D | Director | A-Award | A | Common Stock | 703 | 139.82 | 98.3K | 74,927 | D | ↗ |
| 2026-03-31 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 470 | 139.82 | 65.7K | 8,476 | D | ↗ |
| 2026-03-27 | WEHMER EDWARD J | Officer | F-InKind | D | Common Stock | 5,929 | 132.98 | 788.4K | 168,742 | D | ↗ |
| 2026-03-04 | Hahnfeld Jeffrey D | Officer | S-Sale | D | Common Stock | 530 | 145.65 | 77.2K | 1,195 | D | ↗ |
| 2026-03-02 | MURPHY RICHARD B | Officer | S-Sale | D | Common Stock | 3,979 | 147.12 | 585.4K | 38,904 | D | ↗ |
| 2026-02-25 | ZIDAR THOMAS P | Officer | F-InKind | D | Common Stock | 1,632 | 149.83 | 244.5K | 51,773 | D | ↗ |
| 2026-02-25 | STOEHR DAVID L | Officer | F-InKind | D | Common Stock | 2,405 | 149.83 | 360.3K | 16,233 | D | ↗ |
| 2026-02-25 | MURPHY RICHARD B | Officer | F-InKind | D | Common Stock | 3,166 | 149.83 | 474.4K | 42,883 | D | ↗ |
| 2026-02-25 | Lee David Eric | Officer | F-InKind | D | Common Stock | 356 | 149.83 | 53.3K | 15,729 | D | ↗ |
| 2026-02-25 | Hahnfeld Jeffrey D | Officer | F-InKind | D | Common Stock | 222 | 149.83 | 33.3K | 1,725 | D | ↗ |
| 2026-02-25 | DYKSTRA DAVID A | Officer | F-InKind | D | Common Stock | 4,172 | 149.83 | 625.1K | 189,389 | D | ↗ |
| 2026-02-25 | CRANE TIMOTHY | Director / Officer | F-InKind | D | Common Stock | 8,506 | 149.83 | 1.27M | 95,706 | D | ↗ |
| 2026-02-25 | Boege Kathleen M | Officer | F-InKind | D | Common Stock | 1,916 | 149.83 | 287.1K | 14,967 | D | ↗ |
| 2026-02-20 | WEHMER EDWARD J | Officer | A-Award | A | Common Stock | 263 | 153.49 | 40.4K | 174,671 | D | ↗ |
| 2026-02-20 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 151 | 153.49 | 23.2K | 193,561 | D | ↗ |
| 2026-02-04 | Boege Kathleen M | Officer | S-Sale | D | Common Stock | 5,000 | 159.61 | 798.1K | 17,883 | D | ↗ |
| 2026-01-30 | Lee David Eric | Officer | S-Sale | D | Common Stock | 558 | 147.42 | 82.3K | 16,085 | D | ↗ |
| 2026-01-29 | STOEHR DAVID L | Officer | S-Sale | D | Common Stock | 2,499 | 146.16 | 365.3K | 18,638 | D | ↗ |
| 2026-01-29 | MURPHY RICHARD B | Officer | S-Sale | D | Common Stock | 3,291 | 146.05 | 480.7K | 46,049 | D | ↗ |
| 2026-01-29 | Boege Kathleen M | Officer | S-Sale | D | Common Stock | 2,066 | 146.37 | 302.4K | 22,883 | D | ↗ |
| 2026-01-27 | Hahnfeld Jeffrey D | Officer | S-Sale | D | Common Stock | 314 | 145.43 | 45.7K | 1,947 | D | ↗ |
| 2026-01-26 | ZIDAR THOMAS P | Officer | F-InKind | D | Common Stock | 735 | 146.20 | 107.5K | 53,405 | D | ↗ |
| 2026-01-26 | STOEHR DAVID L | Officer | F-InKind | D | Common Stock | 963 | 146.20 | 140.8K | 21,137 | D | ↗ |
| 2026-01-26 | MURPHY RICHARD B | Officer | F-InKind | D | Common Stock | 1,268 | 146.20 | 185.4K | 49,340 | D | ↗ |
| 2026-01-26 | Lee David Eric | Officer | F-InKind | D | Common Stock | 215 | 146.20 | 31.4K | 16,643 | D | ↗ |
| 2026-01-26 | Hahnfeld Jeffrey D | Officer | F-InKind | D | Common Stock | 167 | 146.20 | 24.4K | 2,261 | D | ↗ |
| 2026-01-26 | DYKSTRA DAVID A | Officer | F-InKind | D | Common Stock | 1,670 | 146.20 | 244.2K | 193,410 | D | ↗ |
| 2026-01-26 | CRANE TIMOTHY | Director / Officer | F-InKind | D | Common Stock | 4,272 | 146.20 | 624.6K | 104,212 | D | ↗ |
| 2026-01-26 | Boege Kathleen M | Officer | F-InKind | D | Common Stock | 930 | 146.20 | 136.0K | 27,883 | D | ↗ |
| 2026-01-22 | ZIDAR THOMAS P | Officer | A-Award | A | Common Stock | 5,879 | 152.21 | 894.8K | 54,140 | D | ↗ |
| 2026-01-22 | STOEHR DAVID L | Officer | A-Award | A | Common Stock | 7,558 | 152.21 | 1.15M | 22,100 | D | ↗ |
| 2026-01-22 | MURPHY RICHARD B | Officer | A-Award | A | Common Stock | 9,549 | 152.21 | 1.45M | 50,608 | D | ↗ |
| 2026-01-22 | Lee David Eric | Officer | A-Award | A | Common Stock | 2,680 | 152.21 | 407.9K | 16,858 | D | ↗ |
| 2026-01-22 | LENTINO JAMES V | Officer | A-Award | A | Common Stock | 436 | 152.21 | 66.4K | 436 | D | ↗ |
| 2026-01-22 | Hahnfeld Jeffrey D | Officer | A-Award | A | Common Stock | 1,088 | 152.21 | 165.6K | 2,428 | D | ↗ |
| 2026-01-22 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 12,546 | 152.21 | 1.91M | 195,080 | D | ↗ |
| 2026-01-22 | CRANE TIMOTHY | Director / Officer | A-Award | A | Common Stock | 32,222 | 152.21 | 4.90M | 108,484 | D | ↗ |
| 2026-01-22 | Boege Kathleen M | Officer | A-Award | A | Common Stock | 6,237 | 152.21 | 949.3K | 28,813 | D | ↗ |
| 2025-12-31 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 463 | 132.44 | 61.3K | 19,898 | D | ↗ |
| 2025-12-31 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 443 | 132.44 | 58.7K | 18,500 | D | ↗ |
| 2025-12-31 | Smith Gregory A | Director | A-Award | A | Common Stock | 344 | 132.44 | 45.6K | 3,091 | D | ↗ |
| 2025-12-31 | RICHTER DAVID S | Director | A-Award | A | Common Stock | 352 | 132.44 | 46.6K | 818 | D | ↗ |
| 2025-12-31 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 367 | 132.44 | 48.6K | 3,399 | D | ↗ |
| 2025-12-31 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 445 | 132.44 | 58.9K | 15,778 | D | ↗ |
| 2025-12-31 | Kohl Laura A. | Director | A-Award | A | Common Stock | 340 | 132.44 | 45.0K | 340 | D | ↗ |
| 2025-12-31 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 391 | 132.44 | 51.8K | 12,022 | D | ↗ |
| 2025-12-31 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 12 | 132.44 | 1.6K | 47,342 | D | ↗ |
| 2025-12-31 | GLABE MARLA F | Director | A-Award | A | Common Stock | 364 | 132.44 | 48.2K | 22,948 | D | ↗ |
| 2025-12-31 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 408 | 132.44 | 54.0K | 18,478 | D | ↗ |
| 2025-12-31 | CRIST PETER D | Director | A-Award | A | Common Stock | 695 | 132.44 | 92.0K | 74,224 | D | ↗ |
| 2025-12-31 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 427 | 132.44 | 56.6K | 8,006 | D | ↗ |
| 2025-11-26 | ZIDAR THOMAS P | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 48,261 | D | ↗ |
| 2025-11-25 | WEHMER EDWARD J | Officer | G-Gift | D | Common Stock | 7,500 | 0.00 | — | 18,487 | I | ↗ |
| 2025-11-20 | WEHMER EDWARD J | Officer | A-Award | A | Common Stock | 286 | 127.91 | 36.6K | 181,908 | D | ↗ |
| 2025-11-20 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 164 | 127.91 | 21.0K | 182,534 | D | ↗ |
| 2025-11-04 | LENTINO JAMES V | Officer | G-Gift | D | Common Stock | 717 | 0.00 | — | 1 | I | ↗ |
| 2025-10-30 | MURPHY RICHARD B | Officer | G-Gift | D | Common Stock | 114 | 0.00 | — | 41,059 | D | ↗ |
| 2025-10-29 | MURPHY RICHARD B | Officer | G-Gift | D | Common Stock | 475 | 0.00 | — | 41,173 | D | ↗ |
| 2025-10-01 | RICHTER DAVID S | Director | — | — | Common Stock | 0 | 0.00 | — | 466 | D | ↗ |
| 2025-10-01 | Kohl Laura A. | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-09-30 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 472 | 123.98 | 58.5K | 19,435 | D | ↗ |
| 2025-09-30 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 459 | 123.98 | 56.9K | 18,057 | D | ↗ |
| 2025-09-30 | Smith Gregory A | Director | A-Award | A | Common Stock | 366 | 123.98 | 45.4K | 2,747 | D | ↗ |
| 2025-09-30 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 378 | 123.98 | 46.9K | 3,032 | D | ↗ |
| 2025-09-30 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 473 | 123.98 | 58.6K | 15,333 | D | ↗ |
| 2025-09-30 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 417 | 123.98 | 51.7K | 11,631 | D | ↗ |
| 2025-09-30 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 13 | 123.98 | 1.6K | 47,330 | D | ↗ |
| 2025-09-30 | GLABE MARLA F | Director | A-Award | A | Common Stock | 387 | 123.98 | 48.0K | 22,584 | D | ↗ |
| 2025-09-30 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 434 | 123.98 | 53.8K | 18,070 | D | ↗ |
| 2025-09-30 | CRIST PETER D | Director | A-Award | A | Common Stock | 727 | 123.98 | 90.1K | 73,529 | D | ↗ |
| 2025-09-30 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 442 | 123.98 | 54.8K | 7,579 | D | ↗ |
| 2025-08-21 | WEHMER EDWARD J | Officer | A-Award | A | Common Stock | 283 | 128.71 | 36.4K | 181,622 | D | ↗ |
| 2025-08-21 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 162 | 128.71 | 20.9K | 182,370 | D | ↗ |
| 2025-07-31 | MURPHY RICHARD B | Officer | S-Sale | D | Common Stock | 3,746 | 127.98 | 479.4K | 0 | I | ↗ |
| 2025-07-29 | DYKSTRA DAVID A | Officer | S-Sale | D | Common Stock | 14,942 | 131.53 | 1.97M | 182,208 | D | ↗ |
| 2025-07-25 | WEHMER EDWARD J | Officer | P-Purchase | A | Depositary Shares of Series F Preferred Stock | 3,919 | 26.35 | 103.3K | 3,919 | I | ↗ |
| 2025-07-15 | WEHMER EDWARD J | Officer | J-Other | D | Depositary Shares of Series E Preferred Stock | 4,138 | 25.00 | 103.5K | 0 | I | ↗ |
| 2025-06-30 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 548 | 112.46 | 61.6K | 18,963 | D | ↗ |
| 2025-06-30 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 504 | 112.46 | 56.7K | 17,598 | D | ↗ |
| 2025-06-30 | Smith Gregory A | Director | A-Award | A | Common Stock | 402 | 112.46 | 45.2K | 2,381 | D | ↗ |
| 2025-06-30 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 415 | 112.46 | 46.7K | 2,654 | D | ↗ |
| 2025-06-30 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 519 | 112.46 | 58.4K | 14,860 | D | ↗ |
| 2025-06-30 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 420 | 112.46 | 47.2K | 11,214 | D | ↗ |
| 2025-06-30 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 14 | 112.46 | 1.6K | 47,317 | D | ↗ |
| 2025-06-30 | GLABE MARLA F | Director | A-Award | A | Common Stock | 428 | 112.46 | 48.1K | 22,197 | D | ↗ |
| 2025-06-30 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 476 | 112.46 | 53.5K | 17,636 | D | ↗ |
| 2025-06-30 | CRIST PETER D | Director | A-Award | A | Common Stock | 812 | 112.46 | 91.3K | 72,802 | D | ↗ |
| 2025-06-30 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 485 | 112.46 | 54.5K | 7,137 | D | ↗ |
| 2025-05-22 | WEHMER EDWARD J | Officer | A-Award | A | Common Stock | 305 | 118.71 | 36.2K | 181,339 | D | ↗ |
| 2025-05-22 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 175 | 118.71 | 20.8K | 197,150 | D | ↗ |
| 2025-03-31 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 466 | 124.71 | 58.1K | 18,415 | D | ↗ |
| 2025-03-31 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 453 | 124.71 | 56.5K | 17,094 | D | ↗ |
| 2025-03-31 | Smith Gregory A | Director | A-Award | A | Common Stock | 361 | 124.71 | 45.0K | 1,979 | D | ↗ |
| 2025-03-31 | POSTMA RICHARD L | Director | A-Award | A | Common Stock | 361 | 124.71 | 45.0K | 129,158 | D | ↗ |
| 2025-03-31 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 361 | 124.71 | 45.0K | 2,239 | D | ↗ |
| 2025-03-31 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 467 | 124.71 | 58.2K | 14,341 | D | ↗ |
| 2025-03-31 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 361 | 124.71 | 45.0K | 10,794 | D | ↗ |
| 2025-03-31 | Heitmann Scott K | Director | A-Award | A | Common Stock | 228 | 124.71 | 28.4K | 25,817 | D | ↗ |
| 2025-03-31 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 12 | 124.71 | 1.5K | 47,303 | D | ↗ |
| 2025-03-31 | GLABE MARLA F | Director | A-Award | A | Common Stock | 381 | 124.71 | 47.5K | 21,769 | D | ↗ |
| 2025-03-31 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 427 | 124.71 | 53.3K | 17,160 | D | ↗ |
| 2025-03-31 | CRIST PETER D | Director | A-Award | A | Common Stock | 717 | 124.71 | 89.4K | 71,990 | D | ↗ |
| 2025-03-31 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 436 | 124.71 | 54.4K | 6,652 | D | ↗ |
| 2025-03-27 | WEHMER EDWARD J | Director / Officer | F-InKind | D | Common Stock | 2,193 | 114.75 | 251.6K | 181,034 | D | ↗ |
| 2025-02-27 | STOEHR DAVID L | Officer | S-Sale | D | Common Stock | 5,316 | 123.61 | 657.1K | 14,542 | D | ↗ |
| 2025-02-27 | MURPHY RICHARD B | Officer | S-Sale | D | Common Stock | 7,166 | 123.62 | 885.9K | 41,648 | D | ↗ |
| 2025-02-27 | Lee David Eric | Officer | S-Sale | D | Common Stock | 1,548 | 124.10 | 192.1K | 14,178 | D | ↗ |
| 2025-02-27 | Hahnfeld Jeffrey D | Officer | S-Sale | D | Common Stock | 936 | 124.16 | 116.2K | 1,340 | D | ↗ |
| 2025-02-27 | DYKSTRA DAVID A | Officer | S-Sale | D | Common Stock | 9,480 | 123.64 | 1.17M | 196,975 | D | ↗ |
| 2025-02-26 | ZIDAR THOMAS P | Officer | F-InKind | D | Common Stock | 1,956 | 123.48 | 241.5K | 49,261 | D | ↗ |
| 2025-02-26 | WEHMER EDWARD J | Director / Officer | F-InKind | D | Common Stock | 9,546 | 123.48 | 1.18M | 183,227 | D | ↗ |
| 2025-02-26 | CRANE TIMOTHY | Director / Officer | F-InKind | D | Common Stock | 2,920 | 123.48 | 360.6K | 76,262 | D | ↗ |
| 2025-02-26 | Boege Kathleen M | Officer | F-InKind | D | Common Stock | 1,561 | 123.48 | 192.8K | 22,576 | D | ↗ |
| 2025-02-20 | WEHMER EDWARD J | Director / Officer | A-Award | A | Common Stock | 313 | 128.82 | 40.3K | 192,773 | D | ↗ |
| 2025-02-20 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 161 | 128.82 | 20.7K | 206,455 | D | ↗ |
| 2025-02-05 | WEHMER EDWARD J | Director / Officer | P-Purchase | A | Depositary Shares of Series E Preferred Stock | 1,095 | 25.17 | 27.6K | 4,138 | I | ↗ |
| 2025-01-28 | STOEHR DAVID L | Officer | S-Sale | D | Common Stock | 2,363 | 131.32 | 310.3K | 19,858 | D | ↗ |
| 2025-01-28 | MURPHY RICHARD B | Officer | S-Sale | D | Common Stock | 3,186 | 131.30 | 418.3K | 48,814 | D | ↗ |
| 2025-01-28 | Hahnfeld Jeffrey D | Officer | S-Sale | D | Common Stock | 416 | 130.95 | 54.5K | 2,276 | D | ↗ |
| 2025-01-28 | DYKSTRA DAVID A | Officer | S-Sale | D | Common Stock | 4,213 | 131.31 | 553.2K | 206,294 | D | ↗ |
| 2025-01-28 | Boege Kathleen M | Officer | S-Sale | D | Common Stock | 2,032 | 131.31 | 266.8K | 24,137 | D | ↗ |
| 2025-01-27 | ZIDAR THOMAS P | Officer | F-InKind | D | Common Stock | 733 | 131.46 | 96.4K | 51,217 | D | ↗ |
| 2025-01-27 | WEHMER EDWARD J | Director / Officer | F-InKind | D | Common Stock | 3,965 | 131.46 | 521.2K | 192,460 | D | ↗ |
| 2025-01-27 | Lee David Eric | Officer | F-InKind | D | Common Stock | 186 | 131.46 | 24.5K | 15,726 | D | ↗ |
| 2025-01-27 | CRANE TIMOTHY | Director / Officer | F-InKind | D | Common Stock | 790 | 131.46 | 103.9K | 79,182 | D | ↗ |
| 2025-01-23 | ZIDAR THOMAS P | Officer | A-Award | A | Common Stock | 7,096 | 133.62 | 948.2K | 51,950 | D | ↗ |
| 2025-01-23 | WEHMER EDWARD J | Director / Officer | A-Award | A | Common Stock | 26,624 | 133.62 | 3.56M | 196,425 | D | ↗ |
| 2025-01-23 | STOEHR DAVID L | Officer | A-Award | A | Common Stock | 7,347 | 133.62 | 981.7K | 22,221 | D | ↗ |
| 2025-01-23 | MURPHY RICHARD B | Officer | A-Award | A | Common Stock | 9,689 | 133.62 | 1.29M | 52,000 | D | ↗ |
| 2025-01-23 | Lee David Eric | Officer | A-Award | A | Common Stock | 2,406 | 133.62 | 321.5K | 15,912 | D | ↗ |
| 2025-01-23 | Hahnfeld Jeffrey D | Officer | A-Award | A | Common Stock | 1,310 | 133.62 | 175.0K | 2,692 | D | ↗ |
| 2025-01-23 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 12,780 | 133.62 | 1.71M | 210,507 | D | ↗ |
| 2025-01-23 | CRANE TIMOTHY | Director / Officer | A-Award | A | Common Stock | 18,113 | 133.62 | 2.42M | 79,972 | D | ↗ |
| 2025-01-23 | Boege Kathleen M | Officer | A-Award | A | Common Stock | 6,293 | 133.62 | 840.9K | 26,169 | D | ↗ |
| 2024-12-31 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 542 | 108.53 | 58.8K | 17,949 | D | ↗ |
| 2024-12-31 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 540 | 108.53 | 58.6K | 16,592 | D | ↗ |
| 2024-12-31 | Smith Gregory A | Director | A-Award | A | Common Stock | 417 | 108.53 | 45.3K | 1,618 | D | ↗ |
| 2024-12-31 | POSTMA RICHARD L | Director | A-Award | A | Common Stock | 393 | 108.53 | 42.7K | 128,797 | D | ↗ |
| 2024-12-31 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 453 | 108.53 | 49.2K | 1,878 | D | ↗ |
| 2024-12-31 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 528 | 108.53 | 57.3K | 13,874 | D | ↗ |
| 2024-12-31 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 420 | 108.53 | 45.6K | 10,433 | D | ↗ |
| 2024-12-31 | Heitmann Scott K | Director | A-Award | A | Common Stock | 253 | 108.53 | 27.5K | 25,589 | D | ↗ |
| 2024-12-31 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 13 | 108.53 | 1.4K | 47,291 | D | ↗ |
| 2024-12-31 | GLABE MARLA F | Director | A-Award | A | Common Stock | 444 | 108.53 | 48.2K | 21,388 | D | ↗ |
| 2024-12-31 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 481 | 108.53 | 52.2K | 16,733 | D | ↗ |
| 2024-12-31 | CRIST PETER D | Director | A-Award | A | Common Stock | 818 | 108.53 | 88.8K | 71,273 | D | ↗ |
| 2024-12-31 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 514 | 108.53 | 55.8K | 6,216 | D | ↗ |
| 2024-11-26 | Hahnfeld Jeffrey D | Officer | S-Sale | D | Common Stock | 158 | 138.28 | 21.8K | 1,382 | D | ↗ |
| 2024-11-25 | Hahnfeld Jeffrey D | Officer | S-Sale | D | Common Stock | 327 | 140.20 | 45.8K | 1,540 | D | ↗ |
| 2024-11-22 | WEHMER EDWARD J | Director / Officer | A-Award | A | Common Stock | 264 | 137.08 | 36.2K | 169,801 | D | ↗ |
| 2024-11-22 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 136 | 137.08 | 18.6K | 197,727 | D | ↗ |
| 2024-11-08 | TEGLIA KARIN GUSTAFSON | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 16,052 | D | ↗ |
| 2024-11-06 | ZIDAR THOMAS P | Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 44,854 | D | ↗ |
| 2024-11-06 | WEHMER EDWARD J | Director / Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 169,537 | D | ↗ |
| 2024-11-06 | POSTMA RICHARD L | Director | G-Gift | D | Common Stock | 39,198 | 0.00 | — | 128,404 | D | ↗ |
| 2024-10-29 | MURPHY RICHARD B | Officer | G-Gift | D | Common Stock | 410 | 0.00 | — | 46,410 | D | ↗ |
| 2024-10-29 | DYKSTRA DAVID A | Officer | S-Sale | D | Common Stock | 15,492 | 115.48 | 1.79M | 197,591 | D | ↗ |
| 2024-10-24 | STOEHR DAVID L | Officer | S-Sale | D | Common Stock | 1,607 | 113.46 | 182.3K | 14,874 | D | ↗ |
| 2024-09-30 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 594 | 98.56 | 58.5K | 17,407 | D | ↗ |
| 2024-09-30 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 572 | 98.56 | 56.4K | 18,052 | D | ↗ |
| 2024-09-30 | Smith Gregory A | Director | A-Award | A | Common Stock | 457 | 98.56 | 45.0K | 1,201 | D | ↗ |
| 2024-09-30 | POSTMA RICHARD L | Director | A-Award | A | Common Stock | 287 | 98.56 | 28.3K | 167,602 | D | ↗ |
| 2024-09-30 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 476 | 98.56 | 46.9K | 1,425 | D | ↗ |
| 2024-09-30 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 578 | 98.56 | 57.0K | 13,346 | D | ↗ |
| 2024-09-30 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 461 | 98.56 | 45.4K | 10,013 | D | ↗ |
| 2024-09-30 | Heitmann Scott K | Director | A-Award | A | Common Stock | 278 | 98.56 | 27.4K | 25,336 | D | ↗ |
| 2024-09-30 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 14 | 98.56 | 1.4K | 47,278 | D | ↗ |
| 2024-09-30 | GLABE MARLA F | Director | A-Award | A | Common Stock | 487 | 98.56 | 48.0K | 20,944 | D | ↗ |
| 2024-09-30 | DOYLE WILLIAM J | Director | A-Award | A | Common Stock | 528 | 98.56 | 52.0K | 16,252 | D | ↗ |
| 2024-09-30 | CRIST PETER D | Director | A-Award | A | Common Stock | 877 | 98.56 | 86.4K | 70,455 | D | ↗ |
| 2024-09-30 | CONNELLY ELIZABETH H. | Director | A-Award | A | Common Stock | 544 | 98.56 | 53.6K | 5,702 | D | ↗ |
| 2024-08-30 | POSTMA RICHARD L | Director | G-Gift | D | Common Stock | 46,355 | 0.00 | — | 167,315 | — | ↗ |
| 2024-08-22 | WEHMER EDWARD J | Director / Officer | A-Award | A | Common Stock | 351 | 102.85 | 36.1K | 174,537 | — | ↗ |
| 2024-08-22 | DYKSTRA DAVID A | Officer | A-Award | A | Common Stock | 180 | 102.85 | 18.5K | 213,083 | — | ↗ |
| 2024-08-01 | POSTMA RICHARD L | Director | — | D | Common Stock | 0 | 0.00 | — | 213,670 | — | ↗ |
| 2024-06-30 | WASHINGTON ALEX E III | Director | A-Award | A | Common Stock | 574 | 104.39 | 59.9K | 16,813 | — | ↗ |
| 2024-06-30 | TEGLIA KARIN GUSTAFSON | Director | A-Award | A | Common Stock | 537 | 104.39 | 56.1K | 17,480 | — | ↗ |
| 2024-06-30 | Smith Gregory A | Director | A-Award | A | Common Stock | 144 | 104.39 | 15.0K | 744 | — | ↗ |
| 2024-06-30 | MCKINNEY SUZET M | Director | A-Award | A | Common Stock | 448 | 104.39 | 46.8K | 949 | — | ↗ |
| 2024-06-30 | LEFEVRE DEBORAH L. HALL | Director | A-Award | A | Common Stock | 544 | 104.39 | 56.8K | 12,768 | — | ↗ |
| 2024-06-30 | KENNEY BRIAN A | Director | A-Award | A | Common Stock | 433 | 104.39 | 45.2K | 9,552 | — | ↗ |
| 2024-06-30 | Heitmann Scott K | Director | A-Award | A | Common Stock | 261 | 104.39 | 27.2K | 25,058 | — | ↗ |
| 2024-06-30 | HACKETT H PATRICK JR | Director | A-Award | A | Common Stock | 13 | 104.39 | 1.4K | 47,264 | — | ↗ |
Executive team
Top executives
EBIT / Employee
189.4K
Shares Outstanding
67.45M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Timothy S. Crane, President and Chief Executive Officer | 1.09M | 1.38M | 3.58M | — | — | 38.2K | 6.08M | 58.77% | ↗ |
| 2 | 2024 | Edward J. Wehmer Founder and Senior Advisor | 450.0K | — | — | — | — | 4.07M | 4.52M | 0.00% | ↗ |
| 3 | 2024 | David A. Dykstra Vice Chairman and Chief Operating Officer | 878.4K | 705.0K | 1.06M | — | — | 49.5K | 2.70M | 39.42% | ↗ |
| 4 | 2024 | Richard B. Murphy Vice Chairman and Chief Lending Officer | 671.8K | 540.0K | 812.5K | — | — | 47.1K | 2.07M | 39.23% | ↗ |
| 5 | 2024 | David L. Stoehr Executive Vice President and Chief Financial Officer | 584.6K | 414.7K | 621.0K | — | — | 29.5K | 1.65M | 37.64% | ↗ |
| 6 | 2023 | Timothy S. Crane, President and Chief Executive Officer | 965.5K | 1.14M | 2.75M | — | — | 33.9K | 4.89M | 56.20% | ↗ |
| 7 | 2023 | Edward J. Wehmer Founder and Senior Advisor | 701.0K | 490.0K | — | — | — | 2.41M | 3.60M | 0.00% | ↗ |
| 8 | 2023 | David A. Dykstra Vice Chairman and Chief Operating Officer | 847.9K | 625.0K | 1.35M | — | — | 38.4K | 2.86M | 47.16% | ↗ |
| 9 | 2023 | Richard B. Murphy Vice Chairman and Chief Lending Officer | 647.9K | 480.0K | 1.02M | — | — | 33.6K | 2.19M | 46.85% | ↗ |
| 10 | 2023 | David L. Stoehr Executive Vice President and Chief Financial Officer | 537.9K | 356.0K | 777.4K | — | — | 29.2K | 1.70M | 45.72% | ↗ |
| 11 | 2022 | Edward J. Wehmer Founder and Senior Advisor | 1.18M | 1.84M | 2.88M | — | 1.45M | 198.6K | 7.54M | 38.17% | ↗ |
| 12 | 2022 | David A. Dykstra Vice Chairman and Chief Operating Officer | 829.0K | 800.0K | 1.03M | — | 395.9K | 48.2K | 3.10M | 33.09% | ↗ |
| 13 | 2022 | Richard B. Murphy Vice Chairman and Chief Lending Officer | 629.0K | 600.0K | 775.0K | — | 293.3K | 52.8K | 2.35M | 32.98% | ↗ |
| 14 | 2022 | Timothy S. Crane, President and Chief Executive Officer | 606.0K | 600.0K | 712.5K | — | 239.5K | 28.5K | 2.19M | 32.59% | ↗ |
| 15 | 2022 | David L. Stoehr Executive Vice President and Chief Financial Officer | 518.0K | 434.0K | 575.0K | — | 211.3K | 28.7K | 1.77M | 32.54% | ↗ |
| 16 | 2020 | Edward J. Wehmer Founder & Chief Executive Officer | 1.15M | 3.24M | 1.27M | — | — | 49.4K | 5.70M | 22.18% | ↗ |
| 17 | 2020 | David A. Dykstra Vice Chairman, Chief Operating Officer | 810.0K | 1.05M | 344.3K | — | — | 42.7K | 2.25M | 15.29% | ↗ |
| 18 | 2020 | Richard B. Murphy Vice Chairman, Chief Lending Officer | 609.0K | 782.7K | 255.0K | — | — | 36.0K | 1.68M | 15.15% | ↗ |
| 19 | 2020 | Timothy S. Crane, President | 544.2K | 683.1K | 208.3K | — | — | 24.7K | 1.46M | 14.26% | ↗ |
| 20 | 2020 | David L. Stoehr Executive Vice President & Chief Financial Officer | 494.5K | 587.3K | 183.8K | — | — | 29.1K | 1.29M | 14.19% | ↗ |
| 21 | 2019 | Edward J. Wehmer Founder & Chief Executive Officer | 1.15M | 1.41M | 1.27M | — | 1.26M | 55.9K | 5.14M | 24.61% | ↗ |
| 22 | 2019 | David A. Dykstra Vice Chairman, Chief Operating Officer | 809.1K | 550.0K | 300.0K | — | 395.6K | 39.1K | 2.09M | 14.33% | ↗ |
| 23 | 2019 | Richard B. Murphy Vice Chairman, Chief Lending Officer | 599.1K | 400.0K | 221.3K | — | 272.3K | 36.8K | 1.53M | 14.47% | ↗ |
| 24 | 2019 | Timothy S. Crane, President | 488.6K | 375.0K | 178.1K | — | 215.8K | 24.9K | 1.28M | 13.89% | ↗ |
| 25 | 2019 | David L. Stoehr Executive Vice President & Chief Financial Officer | 488.6K | 340.0K | 178.1K | — | 227.3K | 25.8K | 1.26M | 14.14% | ↗ |
| 26 | 2018 | Edward J. Wehmer President & Chief Executive Officer | 1.15M | 1.47M | 1.27M | — | 965.3K | 50.2K | 4.90M | 25.81% | ↗ |
| 27 | 2018 | Edward J. Wehmer Founder & Chief Executive Officer | 1.15M | 1.47M | 1.27M | — | 965.3K | 50.2K | 4.90M | 25.81% | ↗ |
| 28 | 2018 | David A. Dykstra Senior Executive Vice President | 799.1K | 661.5K | 296.3K | — | 381.2K | 35.9K | 2.17M | 13.63% | ↗ |
| 29 | 2018 | David A. Dykstra Vice Chairman, Chief Operating Officer | 799.1K | 661.5K | 296.3K | — | 381.2K | 35.9K | 2.17M | 13.63% | ↗ |
| 30 | 2018 | Richard B. Murphy Vice Chairman, Chief Lending Officer | 588.7K | 490.0K | 215.6K | — | 257.4K | 28.9K | 1.58M | 13.64% | ↗ |
| 31 | 2018 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 588.7K | 490.0K | 215.6K | — | 257.4K | 28.9K | 1.58M | 13.64% | ↗ |
| 32 | 2018 | David L. Stoehr Executive Vice President & Chief Financial Officer | 474.1K | 352.8K | 174.4K | — | 192.7K | 26.3K | 1.22M | 14.29% | ↗ |
| 33 | 2018 | Timothy S. Crane, President | 474.1K | 357.7K | 174.4K | — | 182.7K | 24.6K | 1.21M | 14.37% | ↗ |
| 34 | 2018 | Timothy S. Crane Executive Vice President, Treasurer & Senior Market Head | 474.1K | 357.7K | 174.4K | — | 182.7K | 24.6K | 1.21M | 14.37% | ↗ |
| 35 | 2017 | Edward J. Wehmer President & Chief Executive Officer | 1.15M | 1.45M | 920.0K | — | 679.3K | 45.7K | 4.24M | 21.68% | ↗ |
| 36 | 2017 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 788.3K | 660.0K | 288.8K | — | 270.8K | 35.2K | 2.04M | 14.13% | ↗ |
| 37 | 2017 | David A. Dykstra Senior Executive Vice President | 788.3K | 660.0K | 288.8K | — | 270.8K | 35.2K | 2.04M | 14.13% | ↗ |
| 38 | 2017 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 571.2K | 484.0K | 198.8K | — | 181.7K | 29.7K | 1.47M | 13.56% | ↗ |
| 39 | 2017 | David L. Stoehr Executive Vice President & Chief Financial Officer | 463.1K | 358.1K | 165.9K | — | 134.7K | 24.7K | 1.15M | 14.47% | ↗ |
| 40 | 2017 | Timothy S. Crane Executive Vice President, Treasurer and Senior Market Head | 461.2K | 358.0K | 157.5K | — | 128.3K | 24.6K | 1.13M | 13.94% | ↗ |
| 41 | 2017 | Timothy S. Crane Executive Vice President, Treasurer & Senior Market Head | 461.2K | 358.0K | 157.5K | — | 128.3K | 24.6K | 1.13M | 13.94% | ↗ |
| 42 | 2016 | Edward J. Wehmer President & Chief Executive Officer | 1.13M | 1.35M | 365.6K | 365.6K | 643.5K | 48.7K | 3.90M | 18.75% | ↗ |
| 43 | 2016 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 770.0K | 600.0K | 144.4K | 144.4K | 253.1K | 32.8K | 1.94M | 14.85% | ↗ |
| 44 | 2016 | David A. Dykstra Senior Executive Vice President | 770.0K | 600.0K | 144.4K | 144.4K | 253.1K | 32.8K | 1.94M | 14.85% | ↗ |
| 45 | 2016 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 529.2K | 440.0K | 97.5K | 97.5K | 168.8K | 25.0K | 1.36M | 14.36% | ↗ |
| 46 | 2016 | David L. Stoehr Executive Vice President & Chief Financial Officer | 441.7K | 305.0K | 73.0K | 73.0K | 124.5K | 23.4K | 1.04M | 14.03% | ↗ |
| 47 | 2016 | Timothy S. Crane Executive Vice President, Treasurer and Senior Market Head | 419.2K | 300.0K | 69.2K | 69.2K | 116.9K | 21.4K | 996.0K | 13.89% | ↗ |
| 48 | 2016 | Timothy S. Crane Executive Vice President, Treasurer & Senior Market Head | 419.2K | 300.0K | 69.2K | 69.2K | 116.9K | 21.4K | 996.0K | 13.89% | ↗ |
| 49 | 2015 | Edward J. Wehmer President & Chief Executive Officer | 1.12M | 1.04M | 357.5K | 357.5K | 500.5K | 37.2K | 3.42M | 20.93% | ↗ |
| 50 | 2015 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 769.2K | 555.0K | 318.9K | 326.5K | 221.8K | 34.2K | 2.23M | 29.00% | ↗ |
| 51 | 2015 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 519.2K | 400.0K | 161.8K | 95.6K | 140.5K | 24.1K | 1.34M | 19.19% | ↗ |
| 52 | 2015 | Lisa J. Pattis Former Executive Vice President, General Counsel & Secretary | 367.3K | 350.0K | 198.5K | 83.8K | — | 8.6K | 1.01M | 28.00% | ↗ |
| 53 | 2015 | David L. Stoehr Executive Vice President & Chief Financial Officer | 431.5K | 290.0K | 70.9K | 70.9K | 109.2K | 23.3K | 995.7K | 14.24% | ↗ |
| 54 | 2015 | Timothy S. Crane Executive Vice President, Treasurer and Senior Market Head | 409.2K | 270.0K | 67.5K | 67.5K | 102.4K | 21.8K | 938.3K | 14.39% | ↗ |
| 55 | 2015 | Timothy S. Crane Executive Vice President, Treasurer and Regional Market Head | 409.2K | 270.0K | 67.5K | 67.5K | 102.4K | 21.8K | 938.3K | 14.39% | ↗ |
| 56 | 2014 | Edward J. Wehmer President & Chief Executive Officer | 1.10M | 976.0K | 357.5K | 357.5K | 288.0K | 37.9K | 3.12M | 22.94% | ↗ |
| 57 | 2014 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 759.2K | 524.5K | 140.6K | 140.6K | 175.5K | 28.9K | 1.77M | 15.90% | ↗ |
| 58 | 2014 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 509.2K | 352.0K | 93.8K | 93.8K | 111.2K | 20.3K | 1.18M | 15.89% | ↗ |
| 59 | 2014 | Lisa J. Pattis Former Executive Vice President, General Counsel & Secretary | 446.2K | 308.5K | 81.9K | 81.9K | 76.5K | 16.4K | 1.01M | 16.20% | ↗ |
| 60 | 2014 | David L. Stoehr Executive Vice President & Chief Financial Officer | 419.2K | 279.5K | 69.2K | 69.2K | 72.0K | 20.2K | 929.3K | 14.89% | ↗ |
| 61 | 2013 | Edward J. Wehmer President & Chief Executive Officer | 1.05M | 860.0K | 275.0K | 330.0K | 395.2K | 34.5K | 2.94M | 20.55% | ↗ |
| 62 | 2013 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 750.0K | 492.0K | 121.9K | 121.9K | 240.8K | 28.6K | 1.76M | 13.89% | ↗ |
| 63 | 2013 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 497.9K | 311.3K | 77.2K | 77.2K | 144.5K | 15.6K | 1.12M | 13.74% | ↗ |
| 64 | 2013 | David L. Stoehr Executive Vice President & Chief Financial Officer | 409.2K | 248.9K | 60.0K | 60.0K | 96.3K | 16.3K | 890.7K | 13.47% | ↗ |
| 65 | 2013 | Lisa J. Pattis Former Executive Vice President, General Counsel & Secretary | 436.0K | 309.5K | 63.8K | 63.8K | — | 16.4K | 889.4K | 14.34% | ↗ |
| 66 | 2013 | Lisa J. Pattis Executive Vice President, General Counsel & Secretary | 436.0K | 309.5K | 63.8K | 63.8K | — | 16.4K | 889.4K | 14.34% | ↗ |
| 67 | 2012 | Edward J. Wehmer President & Chief Executive Officer | 1.00M | 750.0K | 332.0K | 200.0K | 43.0K | 39.6K | 2.36M | 22.50% | ↗ |
| 68 | 2012 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 750.0K | 485.0K | 209.9K | 121.9K | — | 26.6K | 1.59M | 20.82% | ↗ |
| 69 | 2012 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 472.9K | 300.0K | 130.0K | 77.2K | — | 14.9K | 995.0K | 20.82% | ↗ |
| 70 | 2012 | Lisa J. Pattis Executive Vice President, General Counsel & Secretary | 425.0K | 250.0K | 68.5K | 53.1K | — | 16.4K | 813.0K | 14.96% | ↗ |
| 71 | 2012 | David L. Stoehr Executive Vice President & Chief Financial Officer | 399.2K | 225.0K | 86.3K | 50.0K | — | 14.5K | 774.9K | 17.59% | ↗ |
| 72 | 2011 | Edward J. Wehmer President & Chief Executive Officer | 1.00M | 468.0K | 838.3K | 200.0K | 43.3K | 30.9K | 2.58M | 40.24% | ↗ |
| 73 | 2011 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 750.0K | 312.0K | 553.1K | 121.9K | — | 27.3K | 1.76M | 38.26% | ↗ |
| 74 | 2011 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 450.0K | 187.2K | 323.1K | 73.1K | — | 13.8K | 1.05M | 37.84% | ↗ |
| 75 | 2011 | Lisa J. Pattis Executive Vice President, General Counsel & Secretary | 144.9K | 179.6K | 232.5K | 142.4K | — | 4.1K | 703.5K | 53.29% | ↗ |
| 76 | 2011 | David L. Stoehr Executive Vice President & Chief Financial Officer | 388.3K | 128.7K | 98.7K | 48.8K | — | 9.6K | 674.1K | 21.88% | ↗ |
| 77 | 2010 | Edward J. Wehmer President & Chief Executive Officer | 1.00M | 520.0K | 850.0K | — | 43.2K | 26.8K | 2.44M | 34.84% | ↗ |
| 78 | 2010 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 750.0K | 375.0K | 650.0K | — | — | 27.0K | 1.80M | 36.07% | ↗ |
| 79 | 2010 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 450.0K | 225.0K | 225.0K | — | — | 12.7K | 912.7K | 24.65% | ↗ |
| 80 | 2010 | David L. Stoehr Executive Vice President & Chief Financial Officer | 368.8K | 135.0K | 165.0K | — | — | 13.1K | 681.8K | 24.20% | ↗ |
| 81 | 2009 | Edward J. Wehmer President & Chief Executive Officer | 900.0K | — | 50.0K | — | 43.2K | 22.9K | 1.02M | 4.92% | ↗ |
| 82 | 2009 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 675.0K | — | 37.5K | — | — | 20.2K | 732.7K | 5.12% | ↗ |
| 83 | 2009 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 413.8K | — | — | — | — | 7.2K | 420.9K | 0.00% | ↗ |
| 84 | 2009 | David L. Stoehr Executive Vice President & Chief Financial Officer | 315.0K | — | — | — | — | 7.8K | 322.8K | 0.00% | ↗ |
| 85 | 2009 | John S. Fleshood Executive Vice President — Risk Management | 292.8K | — | — | — | — | 13.6K | 306.4K | 0.00% | ↗ |
| 86 | 2008 | Edward J. Wehmer President & Chief Executive Officer | 791.7K | — | — | 102.4K | 44.8K | 17.4K | 956.3K | 10.71% | ↗ |
| 87 | 2008 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 592.5K | — | — | 91.1K | — | 20.2K | 703.8K | 12.94% | ↗ |
| 88 | 2008 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 363.8K | 50.0K | 30.0K | 74.0K | — | 3.9K | 521.6K | 19.93% | ↗ |
| 89 | 2008 | John S. Fleshood Executive Vice President — Risk Management | 274.8K | 30.0K | 35.0K | — | — | 12.6K | 352.4K | 9.94% | ↗ |
| 90 | 2008 | David L. Stoehr Executive Vice President & Chief Financial Officer | 248.3K | 47.0K | 22.0K | — | — | 12.3K | 329.6K | 6.67% | ↗ |
| 91 | 2007 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 313.3K | 45.0K | 1.03M | — | — | 3.3K | 1.39M | 74.07% | ↗ |
| 92 | 2007 | Edward J. Wehmer President & Chief Executive Officer | 697.9K | — | — | — | — | 29.1K | 727.1K | 0.00% | ↗ |
| 93 | 2007 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 508.3K | — | — | — | — | 19.1K | 527.5K | 0.00% | ↗ |
| 94 | 2007 | Randolph M. Hibben Executive Vice President — Markethead | 288.8K | — | 164.3K | 16.1K | — | 15.1K | 484.3K | 37.25% | ↗ |
| 95 | 2007 | David L. Stoehr Executive Vice President & Chief Financial Officer | 228.3K | 33.0K | 76.1K | — | — | 11.6K | 349.0K | 21.80% | ↗ |
| 96 | 2007 | John S. Fleshood Executive Vice President — Risk Management | 274.4K | — | 28.0K | — | — | 12.4K | 314.8K | 8.90% | ↗ |
| 97 | 2006 | Edward J. Wehmer President & Chief Executive Officer | 672.9K | — | 1.32M | 440.2K | — | 26.5K | 2.46M | 71.55% | ↗ |
| 98 | 2006 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 486.7K | — | 1.01M | 328.3K | — | 16.1K | 1.84M | 72.69% | ↗ |
| 99 | 2006 | Randolph M. Hibben Executive Vice President — Markethead | 273.8K | — | 168.0K | 159.2K | — | 14.5K | 615.5K | 53.17% | ↗ |
| 100 | 2006 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 267.8K | 20.0K | 144.9K | 146.4K | — | 2.4K | 581.5K | 50.11% | ↗ |
| 101 | 2006 | John S. Fleshood Executive Vice President — Risk Management | 264.6K | — | 70.6K | 75.3K | — | 12.2K | 422.8K | 34.52% | ↗ |
| 102 | 2006 | David L. Stoehr Executive Vice President & Chief Financial Officer | 208.3K | 24.2K | 99.9K | 46.8K | — | 11.1K | 390.3K | 37.59% | ↗ |
| 103 | 2004 | Edward J. Wehmer President & Chief Executive Officer | 622.9K | — | 225.0K | — | — | 14.7K | 862.6K | 26.09% | ↗ |
| 104 | 2004 | David A. Dykstra Senior Executive Vice President | 422.9K | — | 175.0K | — | — | 13.0K | 610.9K | 28.64% | ↗ |
| 105 | 2004 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 241.4K | — | 76.5K | — | — | 1.5K | 319.4K | 23.95% | ↗ |
| 106 | 2004 | Robert F. Key Executive Vice President – Marketing | 227.6K | — | 64.5K | — | — | 6.5K | 298.6K | 21.59% | ↗ |
| 107 | 2004 | David L. Stoehr Executive Vice President & Chief Financial Officer | 177.5K | 35.8K | 28.4K | — | — | 10.1K | 251.8K | 11.28% | ↗ |
| 108 | 2003 | Edward J. Wehmer President & Chief Executive Officer | 591.7K | 145.0K | 55.0K | 50.0K | — | 13.0K | 854.7K | 12.28% | ↗ |
| 109 | 2003 | David A. Dykstra Senior Executive Vice President | 391.9K | 90.6K | 34.4K | 15.0K | — | 11.1K | 543.0K | 9.10% | ↗ |
| 110 | 2003 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 391.9K | 90.6K | 34.4K | 15.0K | — | 11.1K | 543.0K | 9.10% | ↗ |
| 111 | 2003 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 233.9K | 44.4K | 16.8K | 43.0K | — | 827.00 | 338.9K | 17.64% | ↗ |
| 112 | 2003 | David L. Stoehr Executive Vice President & Chief Financial Officer | 171.1K | 36.3K | 13.7K | 1.0K | — | 71.5K | 293.6K | 5.02% | ↗ |
| 113 | 2003 | Robert F. Key Executive Vice President – Marketing | 222.5K | 44.2K | 16.8K | 1.0K | — | 6.8K | 291.3K | 6.11% | ↗ |
| 114 | 2002 | Edward J. Wehmer President & Chief Executive Officer | 498.3K | 145.0K | 55.0K | 180.0K | — | 65.3K | 943.6K | 24.91% | ↗ |
| 115 | 2002 | David A. Dykstra Senior Executive Vice President | 300.2K | 90.6K | 34.4K | — | — | 28.4K | 453.6K | 7.58% | ↗ |
| 116 | 2002 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 300.2K | 90.6K | 34.4K | — | — | 28.4K | 453.6K | 7.58% | ↗ |
| 117 | 2002 | Robert F. Key Executive Vice President – Marketing | 215.8K | 45.7K | 17.3K | — | — | 7.3K | 286.1K | 6.05% | ↗ |
| 118 | 2002 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 224.4K | 43.5K | 16.5K | — | — | 1.4K | 285.8K | 5.78% | ↗ |
| 119 | 2002 | David L. Stoehr Executive Vice President & Chief Financial Officer | 156.7K | 40.5K | 13.5K | 22.8K | — | 10.4K | 243.8K | 14.85% | ↗ |
| 120 | 2001 | Edward J. Wehmer President & Chief Executive Officer | 479.2K | 73.8K | 358.4K | — | — | 90.7K | 1.00M | 35.77% | ↗ |
| 121 | 2001 | David A. Dykstra Senior Executive Vice President & Chief Operating Officer | 272.9K | 44.8K | 45.2K | 21.0K | — | 8.1K | 392.0K | 16.87% | ↗ |
| 122 | 2001 | Robert F. Key Executive Vice President – Marketing | 207.3K | 18.1K | 14.1K | 1.0K | — | 6.9K | 247.5K | 6.11% | ↗ |
| 123 | 2001 | Richard B. Murphy Executive Vice President & Chief Credit Officer | 189.2K | 14.1K | 9.9K | 5.0K | — | 822.00 | 219.0K | 6.79% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Edward Joseph Wehmer | Founder, Chairman Emeritus & Senior Advisor | 4M | male |
| Timothy S. Crane | Chief Executive Officer, President & Director | 3M | male |
| David Alan Dykstra | Vice Chairman & Chief Operating Officer | 2M | male |
| Richard Murphy | Vice Chairman & Chief Lending Officer | 1M | male |
| David L. Stoehr | Executive Vice President & Chief Financial Officer | 1M | male |
| Kathleen Boege | Executive Vice President, Chief Legal Officer & Corporate Secretary | 816.2K | female |
| Norah Larke | Executive Vice President & Chief Human Resources Officer | — | female |
| Thomas Patrick Zidar | Chairman and Senior Market Head of Wintrust Wealth Management & Mortgage | — | male |
| David Eric Lee | Vice Chairman | — | male |
| Jeffrey D. Hahnfeld | Executive Vice President, Controller & Chief Accounting Officer | — | male |
| Mike Ryan | Executive Vice President & Chief Information Officer | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-05-06 | 2020-06-15 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for WTFC
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.
