American Electric Power Company, Inc.(AEP)
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.
AEP
$132.79
—
Snapshot
$132.79
- 52-Week Range
- $105.70 – $140.58
- YTD
- +14.66%
- IV Rank (30D)
- 17.47
- Straddle Price
- $8.20
- P/C Vol Ratio
- 0.95
- Market Cap
- $72.4B
Fair Value
MODEL: SHORT
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 ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- 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) | 4.58% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 8.39% |
| Volatility Risk Premium | +28.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 3.5% |
| Rev. Growth (YoY, DCF input) | -2.7% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $-6.7B |
| Return on Equity (TTM) | 11.5% |
| Book / Price | 45.1% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 67.9% |
| FCF Margin (TTM) | -30.6% |
| Debt / Equity | 1.37 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $131.30 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $134.67 |
| Bollinger Width / SMA20 | 6.7% (drives anchor stability) |
| Net Debt | $43.9B |
| Market Cap | $71B |
Peers used for multiples: CEG, D, DUK, ETR, EXC, NEE, SO, XEL
Model Conviction
50%
20-Day Fair Value
≈ by Aug 17, 2026
$135.65
α +2.7%
rank 42%
40-Day Fair Value
≈ by Sep 15, 2026
$130.29
α -1.4%
rank 42%
60-Day Fair Value
≈ by Oct 14, 2026
$123.31
α -6.7%
rank 42%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $28.75 | 16% | |
| Peer P/E | $154.64 | 6% | median 23.2× · 8 peers |
| Peer EV/EBITDA | $150.89 | 6% | median 14.1× · 8 peers |
| Peer P/B | $144.39 | 6% | median 2.4× · 8 peers |
| Peer P/S | $140.23 | 6% | median 3.4× · 8 peers |
| Market Anchor (SMA50) | $131.30 | 40% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $144.76 | 20% | 32 strikes · skew +0.99 |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- ELECTRIC SERVICES (4911)
- Exchange
- XNAS
- Market Cap
- $72.4B
American Electric Power is one of the largest regulated utilities in the United States, providing electricity generation, transmission, and distribution to more than 5 million customers in 11 states. About 39% of AEP's capacity is coal, with the remainder from a mix of natural gas (28%), renewable energy and hydro (23%), nuclear (7%), and demand response (3%). Vertically integrated utilities, transmission and distribution, and generation and marketing support earnings.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.04% | 23 |
| Feb | -0.84% | 23 |
| Mar | +1.37% | 23 |
| Apr | +1.89% | 23 |
| May | -1.12% | 23 |
| Jun | +0.36% | 23 |
| Jul | +2.61% | 23 |
| Aug | -0.69% | 22 |
| Sep | -0.74% | 23 |
| Oct | +2.36% | 23 |
| Nov | -0.23% | 23 |
| Dec | +1.59% | 23 |
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: $134.87
SMA 50: $131.20
SMA 200: $125.46
Current: $132.14
EMA 12: $134.17
EMA 26: $133.54
MACD: 0.6287 | Signal: -0.6042
BULLISH
ADX (14): 13.94
RANGE
+DI: 23.45
−DI: 23.55
Momentum Oscillators
RSI (14): 46.54
NEUTRAL
Stoch %K: 7.35
Stoch %D: 16.20
Williams %R: -95.37
Volume & Volatility
BB Upper: $140.29
BB Lower: $129.44
NEUTRAL
OBV: 112,055,784
Vol SMA 20: 5,679,744
Vol ROC: -51.02%
ATR: $2.68
True Range: $3.89
HV 20: 23.4%
HV 30: 20.8%
HV 60: 22.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
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
Earnings History
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-30 | Pre-Market | 3.66% | 1.12% | 0.31x | Within |
| 2024-11-06 | Pre-Market | 4.40% | 4.25% | 0.97x | Within |
| 2025-02-13 | Pre-Market | 3.49% | 1.31% | 0.38x | Within |
| 2025-05-06 | Pre-Market | 4.03% | 0.15% | 0.04x | Within |
| 2025-07-30 | After-Close | 4.05% | 1.14% | 0.28x | Within |
| 2025-10-29 | After-Close | 4.71% | 0.38% | 0.08x | Within |
| 2026-02-12 | Pre-Market | 3.97% | 3.42% | 0.86x | Within |
| 2026-05-05 | After-Close | 3.26% | 3.50% | 1.07x | Exceeded |
Options Activity
- IV Rank (30D)
- 17.47
- IV Rank (7D)
- 100
- Avg IV
- 49.2%
- Straddle (30D)
- $8.20
- Straddle (7D)
- $2.35
- P/C Volume
- 0.95
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
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—
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)
- -0.06
- Correlation (SPY)
- -3.8%
- R²
- 0.00
- Ann. Volatility
- 19.1%
- SPY Volatility
- 12.6%
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 536,636,448 (as of 2025-12-31)
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.
32 filers$357.35M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $97.96M | 27.41% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $68.41M | 19.14% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $50.92M | 14.25% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $15.02M | 4.20% | 2025-09-30 |
| 5 | Point72 Asset Management, L.P. | $13.44M | 3.76% | 2026-03-31 |
| 6 | BALYASNY ASSET MANAGEMENT L.P. | $13.11M | 3.67% | 2026-03-31 |
| 7 | UBS Group AG Custodian | $10.47M | 2.93% | 2026-03-31 |
| 8 | Parallax Volatility Advisers, L.P. | $8.84M | 2.47% | 2026-03-31 |
| 9 | PEAK6 LLC | $8.34M | 2.33% | 2026-03-31 |
| 10 | D. E. Shaw & Co., Inc. Custodian | $8.26M | 2.31% | 2026-03-31 |
| 11 | Alphadyne Asset Management LP | $6.69M | 1.87% | 2026-03-31 |
| 12 | BNP PARIBAS FINANCIAL MARKETS Custodian | $5.78M | 1.62% | 2026-03-31 |
| 13 | Cubist Systematic Strategies, LLC | $5.43M | 1.52% | 2025-09-30 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $4.76M | 1.33% | 2026-03-31 |
| 15 | Qube Research & Technologies Ltd | $4.68M | 1.31% | 2026-03-31 |
| 16 | Allianz Asset Management GmbH | $4.52M | 1.27% | 2026-03-31 |
| 17 | MILLENNIUM MANAGEMENT LLC Custodian | $4.34M | 1.21% | 2026-03-31 |
| 18 | CITIGROUP INC Custodian | $3.93M | 1.10% | 2026-03-31 |
| 19 | Squarepoint Ops LLC | $3.80M | 1.06% | 2026-03-31 |
| 20 | TUDOR INVESTMENT CORP ET AL | $3.34M | 0.94% | 2026-03-31 |
| 21 | NOMURA HOLDINGS INC | $3.09M | 0.87% | 2026-03-31 |
| 22 | Verition Fund Management LLC | $2.67M | 0.75% | 2026-03-31 |
| 23 | Walleye Capital LLC | $2.08M | 0.58% | 2026-03-31 |
| 24 | Delta Accumulation, LLC | $1.86M | 0.52% | 2026-03-31 |
| 25 | Walleye Trading LLC | $1.57M | 0.44% | 2026-03-31 |
27 filers$173.11M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $51.37M | 29.67% | 2026-03-31 |
| 2 | MILLENNIUM MANAGEMENT LLC Custodian | $23.92M | 13.82% | 2026-03-31 |
| 3 | BNP PARIBAS FINANCIAL MARKETS Custodian | $12.90M | 7.45% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $9.99M | 5.77% | 2025-09-30 |
| 5 | Point72 Asset Management, L.P. | $9.88M | 5.71% | 2026-03-31 |
| 6 | Alphadyne Asset Management LP | $6.80M | 3.93% | 2026-03-31 |
| 7 | Allianz Asset Management GmbH | $5.95M | 3.44% | 2026-03-31 |
| 8 | CITIGROUP INC Custodian | $5.90M | 3.41% | 2026-03-31 |
| 9 | CITADEL ADVISORS LLC Custodian | $5.78M | 3.34% | 2026-03-31 |
| 10 | JANE STREET GROUP, LLC Custodian | $4.10M | 2.37% | 2026-03-31 |
| 11 | TUDOR INVESTMENT CORP ET AL | $3.87M | 2.23% | 2026-03-31 |
| 12 | Cubist Systematic Strategies, LLC | $3.65M | 2.11% | 2025-09-30 |
| 13 | Squarepoint Ops LLC | $3.62M | 2.09% | 2026-03-31 |
| 14 | Walleye Trading LLC | $3.54M | 2.04% | 2026-03-31 |
| 15 | Qube Research & Technologies Ltd | $3.49M | 2.01% | 2026-03-31 |
| 16 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.04M | 1.76% | 2026-03-31 |
| 17 | Verition Fund Management LLC | $2.67M | 1.54% | 2026-03-31 |
| 18 | Dockside LLC | $2.04M | 1.18% | 2026-03-31 |
| 19 | UBS Group AG Custodian | $1.93M | 1.11% | 2026-03-31 |
| 20 | Delta Accumulation, LLC | $1.86M | 1.08% | 2026-03-31 |
| 21 | Walleye Capital LLC | $1.45M | 0.84% | 2026-03-31 |
| 22 | PEAK6 LLC | $1.36M | 0.79% | 2026-03-31 |
| 23 | CAPITAL FUND MANAGEMENT S.A. | $1.32M | 0.76% | 2026-03-31 |
| 24 | Capula Management Ltd | $904.45K | 0.52% | 2026-03-31 |
| 25 | TWO SIGMA INVESTMENTS, LP | $786.48K | 0.45% | 2026-03-31 |
Insider Activity
Latest: 2026-07-01
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-01 | Daniel G. Stoddard | Director | Award (A) | — | — | EDGAR | |
| 2026-07-01 | Joseph G Sauvage | Director | Grant (A) | — | — | EDGAR | |
| 2026-07-01 | SANDRA BEACH LIN | Director | Grant (A) | — | — | EDGAR | |
| 2026-07-01 | Daryl Roberts | Director | Grant (A) | — | — | EDGAR | |
| 2026-07-01 | ART A GARCIA | Director | Grant (A) | — | — | EDGAR | |
| 2026-07-01 | Sara Martinez Tucker | Director | Award (A) | — | — | EDGAR | |
| 2026-07-01 | Lewis Von Thaer | Director | Grant (A) | — | — | EDGAR | |
| 2026-07-01 | Margaret M McCarthy | Director | Grant (A) | — | — | EDGAR | |
| 2026-07-01 | BENJAMIN G S III FOWKE | Director | Award (A) | — | — | EDGAR | |
| 2026-05-05 | Greg B Hall | Executive Vice President | Tax (F) | −4,306 | $136.91 | -$589.5K | EDGAR |
| 2026-05-05 | Douglas A Cannon | President AEP Transmission | Tax (F) | −1,770 | $136.91 | -$242.3K | EDGAR |
| 2026-05-05 | Kate Dixon | Controller, CAO | Tax (F) | −636 | $136.91 | -$87.1K | EDGAR |
| 2026-04-02 | Daryl Roberts | Director | Grant (A) | — | — | EDGAR | |
| 2026-04-02 | Daniel G. Stoddard | Director | Award (A) | — | — | EDGAR | |
| 2026-04-02 | BENJAMIN G S III FOWKE | Director | Award (A) | — | — | 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
48 insiders · @ $132.14
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 | MICHAEL G MORRIS | Director | 268,285 | $35.45M | $0 | 19 | 2014-01-02 |
| 2 | Nicholas K Akins | Executive Chair | 147,850 | $19.54M | -$16.22M | 48 | 2023-05-03 |
| 3 | William Fehrman | CEO and President | 138,301 | $18.28M | $0 | 9 | 2026-03-12 |
| 4 | TREVOR I MIHALIK | Executive VP & CFO | 79,623 | $10.52M | $0 | 5 | 2026-03-12 |
| 5 | Charles E Zebula | Senior Advisor | 78,649 | $10.39M | -$2.03M | 34 | 2025-03-12 |
| 6 | JULIA A SLOAT | President, CEO | 49,855 | $6.59M | -$180.6K | 9 | 2024-02-23 |
| 7 | BRIAN X TIERNEY | Executive VP, CFO | 49,074 | $6.48M | -$4.60M | 38 | 2020-05-05 |
| 8 | Phillip R. Ulrich | Executive Vice President | 42,373 | $5.60M | -$542.3K | 20 | 2026-03-12 |
| 9 | HOLLY K KOEPPEL | EVP and CFO | 39,926 | $5.28M | -$1.75M | 6 | 2008-02-08 |
| 10 | Greg B Hall | Executive Vice President | 36,019 | $4.76M | -$686.6K | 16 | 2026-05-05 |
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: 2026-02-27
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-02-27 | Ulrich Phillip R. | Officer | 4,106 | $542.3K | 2026-02-27 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-24 | Ferneau Kelly J | Officer | 1,351 | $177.6K | 2026-02-24 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-12-12 | FOWKE BENJAMIN G S III | Director | 5,000 | $575.4K | 2025-12-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-11-14 | FOWKE BENJAMIN G S III | Director | 5,000 | $607.9K | 2025-11-14 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-10-10 | FOWKE BENJAMIN G S III | Director | 5,000 | $587.6K | 2025-10-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-10-02 | Lies Quinton S | Officer | 1,281 | $143.5K | 2025-10-02 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-10-02 | Ferneau Kelly J | Officer | 1,006 | $112.7K | 2025-10-02 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-09-12 | FOWKE BENJAMIN G S III | Director | 5,000 | $543.2K | 2025-09-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-08-15 | Ferneau Kelly J | Officer | 3,428 | $387.5K | 2025-08-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-08-15 | FOWKE BENJAMIN G S III | Director | 5,000 | $565.1K | 2025-08-15 | Fidelity Brokerage Services 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.
Recent SEC Filings
Latest: 2026-05-14
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-14 | 0001193125-26-223988 | EDGAR |
| 2026-05-05 | 0000004904-26-000031 | EDGAR |
| 2026-04-29 | 0000004904-26-000026 | EDGAR |
| 2026-02-17 | 0000004904-26-000015 | EDGAR |
| 2026-02-12 | 0000004904-26-000011 | EDGAR |
| 2026-01-08 | 0000004904-26-000003 | EDGAR |
| 2025-12-29 | 0000004904-25-000202 | EDGAR |
| 2025-12-19 | 0000004904-25-000198 | EDGAR |
| 2025-12-05 | 0000004904-25-000196 | EDGAR |
| 2025-11-25 | 0000004904-25-000182 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-05 | 0000004904-26-000034 | EDGAR |
| 2025-10-29 | 0000004904-25-000171 | EDGAR |
| 2025-07-30 | 0000004904-25-000141 | EDGAR |
| 2025-05-06 | 0000004904-25-000061 | EDGAR |
| 2024-11-06 | 0000004904-24-000100 | EDGAR |
| 2024-07-30 | 0000004904-24-000081 | EDGAR |
| 2024-04-30 | 0000004904-24-000046 | EDGAR |
| 2023-11-02 | 0000004904-23-000121 | EDGAR |
| 2023-07-27 | 0000004904-23-000104 | EDGAR |
| 2023-05-04 | 0000004904-23-000072 | EDGAR |
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/E Ratio | 19.9 |
| P/B Ratio | 2.3 |
| P/S Ratio | 3.2 |
| EV/EBITDA | 13.7 |
| TTM Revenue | $21.9B |
| TTM Net Income | $3.6B |
| TTM EPS | $6.67 |
| ROE | 11.5% |
| Dividend Yield | 3.00% |
| Debt/Equity | 1.63 |