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* THE VALUE IS THE MARKET VALUE AS OF THE LAST DAY OF THE QUARTER FOR WHICH THE 13F WAS FILED.
FUND | NUMBER OF SHARES | VALUE ($) | PUT OR CALL |
---|
DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
---|---|---|---|
Age: 52 Independent Director since 2020 Audit (Chair) and Stock Repurchase Committee member Audit Committee Financial Expert From May 2014 to December 2023, Mr. Patterson served as President and Chief Executive Officer of Avient Corporation (formerly PolyOne Corporation), a provider of specialty polymer materials, and from May 2016 also served as its Chairman of the Board. From May 2008 to April 2014, Mr. Patterson served in various leadership roles with Avient, including Chief Financial Officer. Prior to that time, Mr. Patterson served in leadership roles at Novelis, Inc., a manufacturer of aluminum-rolled products, and SPX Corporation, a multi-industry manufacturer and developer. Mr. Patterson was nominated to serve as a director based on his leadership, experience and judgment as a recent chief executive officer and chairman of a publicly traded manufacturing company and his hands on management and operations experience in various industries and markets relevant to our products and services. In making its nomination of Mr. Patterson, the Nominating Committee considered his valuable and extensive experience and knowledge in the areas of auditing, finance, global markets, operations, strategic planning, risk management, corporate governance and mergers and acquisitions, and his experience as chairman of the board of a publicly traded company. Other Board Service: • Past - Avient Corporation (NYSE) | |||
Age: 47 Independent Director since 2024 Audit Committee Member Since June 2018, Ms. Evanko has served as President and CEO of Chart Industries, Inc., a global manufacturer of cryogenic and compression equipment servicing the clean energy and industrial gas markets. From 2017 to June 2018, Ms. Evanko served as Chief Financial Officer and Chief Accounting Officer of Chart Industries. From 2016 to 2017, Ms. Evanko served as the Chief Financial Officer of Truck-Lite Co., LLC, a global manufacturer of LED lighting systems for commercial vehicles. From 2004 to 2016, Ms. Evanko served in various leadership roles with Dover Corporation, a global manufacturer and digital solutions provider, including Chief Financial Officer of various Dover subsidiaries. Prior to that time, Ms. Evanko served in finance roles at Sony Corporation, an entertainment and technology company; Honeywell Corporation, an aerospace, automation, and sustainable technology solutions company; and Arthur Andersen LLP, an accounting firm. Ms. Evanko was nominated to serve as a director based on her background, experience and judgment as the president and chief executive officer of a publicly traded manufacturing company, as well as her many years as a finance executive at multiple other manufacturing companies. In making its nomination of Ms. Evanko, the Nominating Committee considered her valuable and extensive experience and knowledge in the areas of auditing, finance, operations, strategic planning, and risk management, and her experience as a board member of various publicly traded companies. Other Board Service: • Current - Chart Industries, Inc. (NYSE) • Current - National Association of Manufacturers • Past - Parker-Hannifin Corporation (NYSE) • Past - Alliant Energy (NASDAQ) • Past - United States-India Strategic Partnership Forum | |||
Age: 52 Independent Director since 2022 Nominating and Compensation Committee member Since October 2021, Ms. Scott has served as President and Chief Executive Officer of Vestis Corporation (formerly Aramark Uniform Services, a division of Aramark), a leading provider of uniform services. From January 2021 to September 2021, Ms. Scott served as Chief Operating Officer of Terminix Global Holdings, a provider of residential and commercial pest control services, and from December 2019 to January 2021 she served as President of Terminix Residential, a division of Terminix Global Holdings. From July 2018 to September 2019, Ms. Scott served as President of Rubicon Global Holdings, a provider of cloud-based waste and recycling solutions. Prior to that time and for more than five years, Ms. Scott served in various leadership roles at Brambles Limited, including President of CHEP North America, a global leader in the provision of reusable pallets, crates and containers and logistic services. Ms. Scott was nominated to serve as a director based on her leadership, experience and judgment as a president and chief executive officer of a leading global uniform services provider and her management and operations experience in various industries and markets relevant to our products and services. In making its nomination of Ms. Scott, the Nominating Committee considered her valuable and extensive experience and knowledge in the areas of manufacturing, supply chain, operations, logistics, strategic planning, global markets, customer service, environmental, risk management, and mergers and acquisitions. Other Board Service: • Current - Vestis Corporation (NYSE) • Past - Rubicon Global Holdings • Past - U.S. Chamber of Commerce • Past - Wharton Initiative for Global Environment Leadership, Wharton School, University of Pennsylvania | |||
Age: 65 Independent Director since 2023 (Director since 2022) Audit Committee Member Since 2008, Ms. Morrison has served as President of the OhioHealth Foundation and as Senior Vice President of External Affairs, OhioHealth, a not-for-profit system of hospitals and healthcare providers in Ohio. Ms. Morrison has held various leadership roles at OhioHealth since joining that organization in 1988. Ms. Morrison was nominated to serve as a director based on her leadership, experience and judgment as an executive leader within the healthcare industry. In making its nomination of Ms. Morrison, the Nominating Committee considered her valuable and extensive experience and knowledge in the areas of governance, government affairs, auditing, finance, ethics and compliance, healthcare, strategic planning and mergers and acquisitions. Other Board Service: • Current - Park National Bank (NYSE) • Current - Palmer-Donavin Manufacturing Company • Current - Columbus Regional Airport Authority • Past - SafeAuto Financial Corporation • Past - Fifth Third Bank, Central Ohio Affiliate (Advisory Board) • Past - Columbus Zoo and Aquarium • Past - Columbus Board of Health • Past - Ohio University Heritage College of Osteopathic Medicine | |||
Age: 60 Independent Director since 2009 Nominating (Chair) and Compensation Committee member Prior to September 2017 and for more than five years, Mr. McNamara served as President and Owner of Corporate Visions Limited, LLC, a provider of aviation management educational and training programs including designing aviation management programs for universities globally. Mr. McNamara was nominated to serve as a director based on his background, experience and judgment as owner and president of an aviation services company. In making its nomination of Mr. McNamara, the Nominating Committee considered his valuable and extensive experience and knowledge in the areas of auditing, finance, strategic planning, risk management, regulatory affairs and customer service. | |||
Age: 47 Independent Director since 2024 Audit Committee Member Since June 2018, Ms. Evanko has served as President and CEO of Chart Industries, Inc., a global manufacturer of cryogenic and compression equipment servicing the clean energy and industrial gas markets. From 2017 to June 2018, Ms. Evanko served as Chief Financial Officer and Chief Accounting Officer of Chart Industries. From 2016 to 2017, Ms. Evanko served as the Chief Financial Officer of Truck-Lite Co., LLC, a global manufacturer of LED lighting systems for commercial vehicles. From 2004 to 2016, Ms. Evanko served in various leadership roles with Dover Corporation, a global manufacturer and digital solutions provider, including Chief Financial Officer of various Dover subsidiaries. Prior to that time, Ms. Evanko served in finance roles at Sony Corporation, an entertainment and technology company; Honeywell Corporation, an aerospace, automation, and sustainable technology solutions company; and Arthur Andersen LLP, an accounting firm. Ms. Evanko was nominated to serve as a director based on her background, experience and judgment as the president and chief executive officer of a publicly traded manufacturing company, as well as her many years as a finance executive at multiple other manufacturing companies. In making its nomination of Ms. Evanko, the Nominating Committee considered her valuable and extensive experience and knowledge in the areas of auditing, finance, operations, strategic planning, and risk management, and her experience as a board member of various publicly traded companies. Other Board Service: • Current - Chart Industries, Inc. (NYSE) • Current - National Association of Manufacturers • Past - Parker-Hannifin Corporation (NYSE) • Past - Alliant Energy (NASDAQ) • Past - United States-India Strategic Partnership Forum | |||
Age: 51 Independent Director since 2023 Nominating, Compensation and Stock Repurchase Committee Member Since August 2018, Mr. Miller has been a partner with the law firm of Baker & Hostetler LLP. From July 2008 to July 2018, Mr. Miller served as Senior Counsel at Kaiser Permanente, a not-for-profit health care plan organization. Prior to July 2008, Mr. Miller was a partner at Baker & Hostetler LLP. Mr. Miller was nominated to serve as a director based on his background, experience and judgment as a partner at a major national law firm. In making its nomination of Mr. Miller, the Nominating Committee considered his valuable and extensive experience and perspective in the areas of legal and regulatory matters, healthcare, compliance, corporate governance, mergers and acquisitions, risk management, fiduciary duties, customer service and strategic planning. | |||
Age: 69 Independent Director since 2006 Chairman of the Board Stock Repurchase Committee (Chair) member From March 2008 until his retire ment in September 2015, Mr. E dwards served on the Executive Management Board of Deutsche Post DHL, a global provider of mail and logistic services, with responsibility for running the supply chain operating unit of Deutsche Post DHL. From March 2007 through February 2008, Mr. Edwards was Global Chief Executive Officer for DHL Supply Chain, a supply chain services division of a subsidiary of Deutsche Post DHL. Prior to that time and for more than five years, he was Chief Executive Officer of Exel Americas, a supply chain services subsidiary of Deutsche Post DHL. Mr. Edwards was nominated to serve as a director and Chairman based on his background, experience and judgment as an executive officer of a global supply chain services company. In making its nomination of Mr. Edwards, the Nominating Committee considered his valuable and extensive experience and knowledge in the areas of auditing, finance, risk management, strategy, supply chain, corporate governance and mergers and acquisitions and his global board experience on publicly traded companies on the London exchange, which is especially valuable with respect to our international operations and regulatory affairs. Other Board Service: • Current - ODW Logistics • Past - Deutsche Post/DHL (Management Board) • Past - Ashtead Group PLC (London exchange) • Past - Synergy Health PLC (London exchange) • Past - Gustavus Adolphus College |
Name and Principal Position | Year |
Salary
($)
|
Bonus ($) |
Stock Awards
($)
|
Option Awards ($) | Non-Equity Incentive Plan Compensation ($) | Change in Pension Value and Nonqualified Deferred Compensation Earnings ($) | All Other Compensation ($) | Total ($) | ||||||||||||||||||||
Ole G. Rosgaard
President and Chief Executive Officer
|
2024 | 1,040,385 | — | 5,480,471 | — | 1,757,805 | 4,095 | 229,698 | 8,512,454 | ||||||||||||||||||||
2023 | 980,769 | — | 2,230,716 | — | 959,100 | 4,082 | 178,241 | 4,352,908 | |||||||||||||||||||||
2022 | 826,923 | — | 2,224,859 | — | 1,437,638 | 903 | 134,742 | 4,625,065 | |||||||||||||||||||||
Lawrence A. Hilsheimer
Executive Vice President, Chief Financial Officer
|
2024 | 816,815 | — | 2,774,573 | — | 1,093,944 | 35,210 | 570,843 | 5,291,385 | ||||||||||||||||||||
2023 | 810,774 | — | 3,634,653 | — | 595,390 | 43,409 | 466,068 | 5,550,294 | |||||||||||||||||||||
2022 | 779,451 | — | 4,273,103 | — | 1,333,796 | 18,871 | 431,912 | 6,837,133 | |||||||||||||||||||||
Gary R. Martz
Executive Vice President,
General Counsel and Secretary
|
2024 | 682,148 | — | 1,863,814 | — | 776,549 | 1,023,680 | 63,265 | 4,409,456 | ||||||||||||||||||||
2023 | 677,103 | — | 2,483,481 | — | 418,719 | 0 | 67,417 | 3,646,720 | |||||||||||||||||||||
2022 | 650,944 | — | 2,919,795 | — | 938,016 | 0 | 13,890 | 4,522,645 | |||||||||||||||||||||
Timothy L. Bergwall
Senior Vice President and Chief Commercial Officer
|
2024 | 609,516 | — | 1,395,213 | — | 616,796 | 187,037 | 111,697 | 2,920,259 | ||||||||||||||||||||
2023 | 586,073 | — | 1,910,786 | — | 339,774 | 42,479 | 96,700 | 2,975,812 | |||||||||||||||||||||
2022 | 563,431 | — | 1,840,515 | — | 761,165 | 802 | 74,284 | 3,240,197 | |||||||||||||||||||||
Bala V. Sathyanarayanan
Executive Vice President, Chief Human Resources Officer
|
2024 | 493,462 | — | 1,083,811 | — | 499,356 | 1,598 | 95,566 | 2,173,793 | ||||||||||||||||||||
2023 | 473,641 | — | 1,244,914 | — | 256,742 | 1,775 | 81,737 | 2,058,809 | |||||||||||||||||||||
2022 | 451,807 | 25,000 | 1,348,410 | — | 528,985 | 520 | 66,091 | 2,420,813 |
Customers
Customer name | Ticker |
---|---|
Equity Residential | EQR |
No Suppliers Found
Price
Yield
Owner | Position | Direct Shares | Indirect Shares |
---|---|---|---|
Hilsheimer Lawrence A. | - | 165,426 | 1,236 |
Hilsheimer Lawrence A. | - | 93,276 | 1,236 |
MARTZ GARY R | - | 77,231 | 0 |
Bergwall Timothy | - | 58,392 | 1,325 |
Bergwall Timothy | - | 44,762 | 1,325 |
Avril-Groves Vicki L | - | 44,509 | 0 |
Lloyd David C | - | 8,916 | 34 |
MARTZ GARY R | - | 8,100 | 0 |
Miller Frank Calhoun V | - | 6,931 | 0 |
Ragan Virginia D. | - | 6,770 | 23,334 |
Sathyanarayanan Bala | - | 3,999 | 0 |
ROSE B ANDREW | - | 3,500 | 0 |
Edwards Bruce A | - | 2,000 | 0 |
Schoner Tina R. | - | 1,000 | 0 |