Adaptive Biotechnologies Corporation Common Stock(ADPT)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$19.12
- 52-Week Range
- $9.96 – $20.76
- YTD
- +20.17%
- IV Rank (30D)
- 59.82
- Straddle Price
- $3.92
- P/C Vol Ratio
- 0.33
- Market Cap
- $2.8B
Fair Value
+0.4% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.46% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.96% (VRP-adj) |
| WACC | 10.06% |
| Volatility Risk Premium | +97.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +20.4% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -23.0% |
| Book / Price | 8.4% |
| Gross Margin (TTM) | 75.3% |
| FCF Margin (TTM) | -10.0% |
| Debt / Equity | 0.56 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $14.97 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $16.54 |
| Bollinger Width / SMA20 | 190.0% (drives anchor stability) |
| Net Debt | $0.0B |
| Market Cap | $3B |
Peers used for multiples: BEAM, CRSP, GH, NTLA, NTRA, PSNL, TWST, VCYT
Blended Fair Value
$19.42
Current Price
$19.34
Deviation
+0.4%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -6.3% ⚠ | -1.31 | -0.83 | 1.5% | — |
| 42d | -6.5% ⚠ | -0.39 | -0.37 | 7.0% | — |
| 63d | -5.5% ⚠ | +0.10 | -0.12 | 12.2% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | $5.10 | 50% | median 3.5× · 7 peers |
| Peer P/S | $33.74 | 50% | median 16.2× · 8 peers |
| Market Anchor (SMA50) | $14.97 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-24 · updated 2026-06-24 19:33:31.847000
Info
- Industry (SIC)
- BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836)
- Exchange
- XNAS
- Market Cap
- $2.8B
Adaptive Biotechnologies Corp is a company advancing the field of immune-driven medicine by harnessing the inherent biology of the adaptive immune system to transform the diagnosis and treatment of disease. Its clinical diagnostic product, clonoSEQ, is a test authorized by the FDA for the detection and monitoring of minimal residual disease (MRD) in patients with multiple myeloma (MM), B cell acute lymphoblastic leukemia (ALL) and chronic lymphocytic leukemia (CLL) and is also available as a CLIA-validated laboratory developed test (LDT) for patients with other lymphoid cancers. The company ha…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.92% | 6 |
| Feb | -4.18% | 6 |
| Mar | -2.89% | 6 |
| Apr | -8.54% | 6 |
| May | +7.10% | 6 |
| Jun | +10.24% | 6 |
| Jul | +12.13% | 5 |
| Aug | -5.43% | 5 |
| Sep | -4.41% | 5 |
| Oct | -2.38% | 5 |
| Nov | +4.84% | 5 |
| Dec | +1.81% | 5 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $16.80
SMA 50: $15.07
SMA 200: $15.54
Current: $19.37
EMA 12: $17.40
EMA 26: $16.47
MACD: 0.9310 | Signal: 0.0748
BULLISH
ADX (14): 36.02
TREND
+DI: 31.34
−DI: 9.99
Momentum Oscillators
RSI (14): 67.77
NEUTRAL
Stoch %K: 65.66
Stoch %D: 57.51
Williams %R: -9.64
Volume & Volatility
BB Upper: $19.43
BB Lower: $14.17
NEUTRAL
OBV: 32,976,140
Vol SMA 20: 3,518,578
Vol ROC: 89.30%
ATR: $1.21
True Range: $2.51
HV 20: 87.6%
HV 30: 76.4%
HV 60: 73.6%
Data Summary
Data Points: 500
Last Updated: 2026-06-24T19:30:28.190000
Date Range: 2024-06-25T00:00:00 – 2026-06-23T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Adaptive Biotechnologies, a leader in immune-driven diagnostics, reported a notable insider sale amid strong year-over-year share gains.
Earnings History
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-01 | Pre-Market | 54.40% | 0.44% | 0.01x | Within |
| 2024-11-07 | After-Close | 18.35% | 6.79% | 0.37x | Within |
| 2025-02-11 | Pre-Market | 33.85% | 0.26% | 0.01x | Within |
| 2025-05-01 | Pre-Market | 13.91% | 0.34% | 0.02x | Within |
| 2025-08-05 | After-Close | 25.02% | 12.51% | 0.50x | Within |
| 2025-11-05 | Pre-Market | 24.82% | 9.34% | 0.38x | Within |
| 2026-01-12 | Pre-Market | 12.57% | 15.75% | 1.25x | Exceeded |
| 2026-05-05 | Pre-Market | 22.34% | 5.87% | 0.26x | Within |
Options Activity
- IV Rank (30D)
- 59.82
- IV Rank (7D)
- 59.82
- Avg IV
- 195.2%
- Straddle (30D)
- $3.92
- Straddle (7D)
- $3.92
- P/C Volume
- 0.33
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.84
- Correlation (SPY)
- 33.4%
- R²
- 0.11
- Ann. Volatility
- 68.7%
- SPY Volatility
- 12.5%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 155,621,844 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
5 filers$1.14M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $458.04K | 40.15% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $395.58K | 34.67% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $202.65K | 17.76% | 2026-03-31 |
| 4 | GROUP ONE TRADING LLC Custodian | $72.18K | 6.33% | 2026-03-31 |
| 5 | SIMPLEX TRADING, LLC Custodian | $12.49K | 1.09% | 2026-03-31 |
3 filers$165.17K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $159.62K | 96.64% | 2026-03-31 |
| 2 | SIMPLEX TRADING, LLC Custodian | $4.16K | 2.52% | 2026-03-31 |
| 3 | GROUP ONE TRADING LLC Custodian | $1.39K | 0.84% | 2026-03-31 |
Insider Activity
Latest: 2026-06-17
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-17 | HARLAN S ROBINS | Chief Scientific Officer | Sell (S) | −106,160 | $17.41 | -$1.85M | EDGAR |
| 2026-06-15 | SUSAN BOBULSKY | Chief Commercial Officer, MRD | Sell (S) | −5,000 | $19.00 | -$95.0K | EDGAR |
| 2026-06-08 | SUSAN BOBULSKY | Chief Commercial Officer, MRD | Sell (S) | −11,000 | $18.00 | -$198.0K | EDGAR |
| 2026-06-08 | FRANCIS LO | Chief People Officer | Mixed | −20,220 | $14.64 | -$522.3K | EDGAR |
| 2026-05-20 | KYLE PISKEL | Chief Financial Officer | Sell (S) | −3,115 | $13.04 | -$40.6K | EDGAR |
| 2026-04-29 | JULIE RUBINSTEIN | President and COO | Mixed | −4,330 | $11.72 | -$146.5K | EDGAR |
| 2026-04-24 | JULIE RUBINSTEIN | President and COO | Mixed | −13,014 | $11.57 | -$424.8K | EDGAR |
| 2026-04-21 | JULIE RUBINSTEIN | President and COO | Mixed | −13,014 | $12.20 | -$490.7K | EDGAR |
| 2026-04-16 | JULIE RUBINSTEIN | President and COO | Mixed | −13,014 | $11.84 | -$452.6K | EDGAR |
| 2026-04-13 | JULIE RUBINSTEIN | President and COO | Mixed | −13,014 | $10.73 | -$429.2K | EDGAR |
| 2026-04-10 | FRANCIS LO | Chief People Officer | Mixed | −20,220 | $14.03 | -$330.7K | EDGAR |
| 2026-04-10 | HARLAN S ROBINS | Chief Scientific Officer | Sell (S) | −10,000 | $14.85 | -$148.5K | EDGAR |
| 2026-04-08 | CHAD M ROBINS | CEO and Chairman | Sell (S) | −120,595 | $14.65 | -$1.77M | EDGAR |
| 2026-04-08 | JULIE RUBINSTEIN | President and COO | Mixed | −13,014 | $11.64 | -$525.2K | EDGAR |
| 2026-04-02 | JULIE RUBINSTEIN | President and COO | Mixed | −8,676 | $11.36 | -$339.6K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
72 insiders · @ $19.37
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Viking Long Fund Master Ltd. | 10%+ Owner | 38,406,607 | $743.94M | $35.00M | 1 | 2019-07-02 |
| 2 | Viking Global Opportunities GP LLC | 10%+ Owner | 36,108,295 | $699.42M | $35.00M | 1 | 2019-07-02 |
| 3 | Viking Global Equities II LP | 10%+ Owner | 33,493,708 | $648.77M | -$981.65M | 1 | 2020-01-30 |
| 4 | Viking Global Opportunities Illiquid Investments Sub-Master LP | 10%+ Owner | 33,493,708 | $648.77M | -$858.94M | 1 | 2020-01-30 |
| 5 | STEEL PARTNERS II LP | 10%+ Owner | 31,667,000 | $613.39M | $4.90M | 1 | 2010-08-04 |
| 6 | Steel Partners LLC | 10%+ Owner | 31,624,800 | $612.57M | $10.98M | 5 | 2010-08-02 |
| 7 | WARREN G LICHTENSTEIN | 10%+ Owner | 31,204,360 | $604.43M | $5.43M | 1 | 2010-07-16 |
| 8 | OLE ANDREAS HALVORSEN | 10%+ Owner | 30,993,708 | $600.35M | -$990.30M | 1 | 2020-11-13 |
| 9 | STEEL PARTNERS HOLDINGS L.P. | 10%+ Owner | 30,167,811 | $584.35M | $5.93M | 1 | 2010-06-24 |
| 10 | VIKING GLOBAL INVESTORS LP | 10%+ Owner | 29,993,708 | $580.98M | -$1.37B | 2 | 2020-12-16 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-16
? Form 144 Guide
Last 30d:
5 filings
· $2.8M notice value
· Last 90d:
10 filings
· $5.0M notice value
· 5 unique filers
· 90% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Harlan Robins (3, $2.0M) · Chad Robins (2, $1.7M) · FRANCIS LO (2, $982K) · SUSAN BOBULSKY (2, $261K) · PISKEL KYLE (1, $41K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-16 | Harlan Robins | Officer | 6,160 | $106.1K | 2026-06-16 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-06-15 | Harlan Robins | Officer | 100,000 | $1.75M | 2026-06-15 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-06-11 | SUSAN BOBULSKY | Officer | 5,000 | $85.3K | 2026-06-11 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | SUSAN BOBULSKY | Officer | 11,000 | $175.9K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | FRANCIS LO | Officer | 42,085 | $672.9K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-15 | PISKEL KYLE | Officer | 3,160 | $40.5K | 2026-05-18 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-04-08 | Harlan Robins | Officer | 10,000 | $148.4K | 2026-04-08 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-04-08 | Chad Robins | Officer | 37,263 | $553.0K | 2026-04-08 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-04-08 | FRANCIS LO | Officer | 22,564 | $309.4K | 2026-04-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-04-06 | Chad Robins | Officer | 83,332 | $1.17M | 2026-04-06 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/B Ratio | 12.8 |
| P/S Ratio | 9.4 |
| EV/EBITDA | -95.1 |
| TTM Revenue | $0.3B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.33 |
| ROE | -23.0% |
| Debt/Equity | 0.60 |