Institutions & Leaders
Institutions & Leaders is a data page on the People & Money desk of Glassbox Auditing. Who leads the top universities, think tanks, exchanges, banks and investment firms, from their own IRS filings, SEC records and Wikidata, and which other boards those leaders sit on. These boards decide where endowments and bank balance sheets go, which research is funded and which policy ideas reach lawmakers.
Last updated: .
What is on this page today?
- 168 officers and directors are on record across 27 exchanges, the most at CME Group (32) — a chief executive is on record for 24 of 27 · Chief executives: Terrence A. Duffy (CME Group), Thomas P. Gallagher (Miami International Holdings (MIAX)), Craig S. Donohue (Cboe Global Markets) (SEC Forms 3/4/5, 4 Nov 2026)
- 691 officers and directors are on record across 64 banks, private equity and investment firms, the most at Citigroup (31) — a chief executive is on record for 54 of 64 · Chief executives: Jane Nind Fraser (Citigroup), Brian T. Moynihan (Bank of America), Charles W. Scharf (Wells Fargo) (SEC Forms 3/4/5, 4 Nov 2026)
- 45 people came on record as leaders of the followed exchanges, banks and investment firms in the last 12 months, the most at Carlyle Group (5) — first dated on record since 8 Nov 2025: an SEC filer's first filing in the SEC records held here (from 2023-24), or the start date Wikidata or the firm's infobox gives · 709 current leaders carry a date (SEC Forms 3/4/5, 4 Nov 2026)
- Wilkins Elizabeth is PRESIDENT AND CEO, EX OFFICIO of Roosevelt Institute on its tax-year 2025 Form 990 — not a leader on the 2024 return · think tank (IRS Form 990, 27 Oct 2026)
- Peter J. Barris is Chair of Northwestern University on its tax-year 2024 Form 990 — not a leader on the 2023 return · university (IRS Form 990, 26 Sep 2026)
- Lindsay Lewis is Executive Director of Third Way on its tax-year 2025 Form 990 — not a leader on the 2024 return · think tank (IRS Form 990, 25 Sep 2026)
- Liz Shuler is CHAIR of Economic Policy Institute on its tax-year 2025 Form 990 — not a leader on the 2024 return · think tank (IRS Form 990, 25 Sep 2026)
- Benjamin Klutsey is Executive Director (from 6/24) of Mercatus Center on its tax-year 2024 Form 990 — not a leader on the 2023 return · think tank (IRS Form 990, 25 Sep 2026)
- Henry Cisneros is CHAIR of Bipartisan Policy Center on its tax-year 2024 Form 990 — not a leader on the 2023 return · think tank (IRS Form 990, 25 Sep 2026)
- Gretchen Ehle is CHIEF FINANCIAL OFFICER of Atlantic Council on its tax-year 2024 Form 990 — not a leader on the 2023 return · think tank (IRS Form 990, 25 Sep 2026)
- Craig Cohen is PRESIDENT & CHIEF OPERATING OFFICER of Center for Strategic and International Studies on its tax-year 2024 Form 990 — not a leader on the 2023 return · think tank (IRS Form 990, 25 Sep 2026)
- Navin Girishankar is PRESIDENT of Center for Strategic and International Studies on its tax-year 2024 Form 990 — not a leader on the 2023 return · think tank (IRS Form 990, 25 Sep 2026)
- Kavita Bala is PROVOST of Cornell University on its tax-year 2024 Form 990 — not a leader on the 2023 return · university (IRS Form 990, 25 Sep 2026)
- Brian T. Moynihan is CHANCELLOR/TRUSTEE of Brown University on its tax-year 2024 Form 990 — not a leader on the 2023 return · university (IRS Form 990, 25 Sep 2026)
- Maurie McInnis is President (effective 7/1/24) of Yale University on its tax-year 2024 Form 990 — not a leader on the 2023 return · university (IRS Form 990, 25 Sep 2026)
- 41 universities and think tanks reported $778M in pay to the people on their Form 990 lists for tax year 2024, +7% on 2023 — 1,954 people listed · the most at University of Pennsylvania ($71.7M) · the same 41 institutions each year (IRS Form 990 / 990-PF, 30 Dec 2024)
- 265 people left the Form 990 lists of the followed universities and think tanks in tax year 2024, 315 the year before — 285 joined and 1,669 stayed · a long list in one year marks a new president bringing a team or a board turning over (IRS Form 990 / 990-PF, 30 Dec 2024)
Where does the data come from?
Items on this page come from SEC Forms 3/4/5; IRS Form 990; IRS Form 990 / 990-PF. Each item links to its own source. All sources, how items are checked.
What does this page lead to?
- Universities (Education): A university's president and trustees approve its tuition, endowment payout and research budget, so a change at the top changes who decides how that money is spent. (either way, depending on the cause; 1-3 years; sector scale) Source: IRS Form 990 / 990-PF e-file data (the IRS's public archives).
- Market Data Access (Markets): The exchanges' leaders run businesses that license market data and set trading fees; their fee filings with the SEC set what brokers, and through them investors, pay for quotes. (either way, depending on the cause; months; sector scale) Source: Nasdaq filing SR-NASDAQ-2026-076 (Federal Register notice: fees for TotalView Plus and Basic Plus).
- Credit & Housing (Macro): The heads of the largest banks set their lending standards and capital plans, and those banks hold a large share of U.S. bank credit, so their choices show in the lending totals on Credit & Housing. (either way, depending on the cause; quarters; economy scale) Source: Federal Reserve H.8 (bank assets & liabilities).
- Leadership (Companies): Bank, fund and university leaders who also sit on company boards owe those companies fiduciary duties, and proxy statements must disclose dealings between a director's institutions and the company. (either way, depending on the cause; years; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
- Leaders & Policy (World Powers): The major think tanks publish foreign-policy, trade and defense proposals, and their leaders often serve in the State Department, Treasury or National Security Council, carrying those positions into policy abroad. (either way, depending on the cause; years; global scale) Source: Wikidata.
What feeds this page?
- Government (People & Money): Officials leaving the cabinet, Congress or the Fed often join university, think-tank and bank boards or lead those institutions, so a change of administration brings new names onto Institutions & Leaders. (either way, depending on the cause; years; economy scale) Source: Wikidata.