AH Realty Trust, Inc.(AHRT)

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.

AHRT $5.91 —
Snapshot
$5.91
52-Week Range
$5.13 – $7.20
YTD
-5.89%
IV Rank (30D)
40.92
Straddle Price
$1.23
P/C Vol Ratio
1.25
Market Cap
$0.5B
Fair Value
MODEL: LONG

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)4.96%
Beta vs SPY0.73
Cost of Equity (CAPM)8.60% (VRP-adj)
WACC6.20%
Volatility Risk Premium+144.4pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)-9.0%
Book / Price149.6% — banking bias active (P/B is primary)
Gross Margin (TTM)78.2%
FCF Margin (TTM)16.7%
Debt / Equity1.46
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+10.4% (reverse-DCF on current price)
SMA 50$6.67 (Market Anchor value)
SMA 20 / Bollinger Mid$6.35
Bollinger Width / SMA20170.3% (drives anchor stability)
Net Debt$1.0B
Market Cap$0B
Peers used for multiples: CHCT, GNL, GOOD, GTY, HIW, IIPR, MRP, PK
Model Conviction
68%
20-Day Fair Value
≈ by Oct 26, 2026
$6.04
α +2.1% rank 77%
40-Day Fair Value
≈ by Nov 24, 2026
$6.50
α +10.0% rank 78%
60-Day Fair Value
≈ by Dec 23, 2026
$6.47
α +9.5% rank 76%
MethodImplied PriceWeightDetail
DCF $-1.03 0%
DDM (Gordon) $7.73 43%
Peer P/E n/a 0% median 19.3× · 6 peers
Peer EV/EBITDA $3.99 16% median 12.0× · 8 peers
Peer P/B $10.52 21% median 1.2× · 8 peers
Peer P/S $10.64 21% median 4.1× · 8 peers
Market Anchor (SMA50) $6.67 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-25 · updated
Info
Industry (SIC)
REAL ESTATE (6500)
Exchange
XNYS
Market Cap
$0.5B

AH Realty Trust Inc is a real estate investment trust (REIT). It owns, operates, and acquires high-quality properties across the Mid-Atlantic and Southeast, creating lasting value for investors, partners, clients, tenants, and communities. The group focuses on operating and acquiring high-quality, well-positioned assets with growth potential and delivering long-term value for shareholders. Its portfolio includes Harbor Point, Southern Post, The Interlock, and Others.

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
MonthAvg ReturnYears of Data
Jan — 0
Feb — 0
Mar -10.13% 1
Apr +10.93% 1
May +10.19% 1
Jun +4.89% 1
Jul -1.28% 1
Aug -7.95% 1
Sep -8.66% 1
Oct — 0
Nov — 0
Dec — 0
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: $6.32
SMA 50: $6.65
SMA 200: —
Current: $5.91
EMA 12: $6.19
EMA 26: $6.36
MACD: -0.1764 | Signal: -0.0281
BEARISH
ADX (14): 37.56
TREND
+DI: 10.46
−DI: 27.57

Momentum Oscillators

RSI (14): 30.53
NEUTRAL
Stoch %K: 8.83
Stoch %D: 9.52
Williams %R: -97.30

Volume & Volatility

BB Upper: $6.69
BB Lower: $5.95
OVERSOLD
OBV: -29,701,114
Vol SMA 20: 775,652
Vol ROC: 74.58%
ATR: $0.16
True Range: $0.19
HV 20: 25.2%
HV 30: 22.6%
HV 60: 20.5%

Data Summary

Data Points: 145
Last Updated:
Date Range: 2026-03-02T00:00:00 – 2026-09-25T00:00:00
AI Analysis

Here is a detailed stock analysis report for AHRT:

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6)

Key Drivers: Portfolio sale, lease agreements, dividend payments Primary Risks: Volatility, market sentiment shifts

2-3 Sentence Investment Thesis: AHRT appears to be trading within a consolidative range, driven by recent news and technical signals. While the company's fundamentals are relatively stable, the stock's volatility suggests potential for further price movements.

Recent News Sentiment Impact: Positive news headlines have contributed to the stock's upward momentum, with a focus on lease agreements and dividend payments.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Neutral
  • Medium-term (1-3 months): Uptrend
  • Long-term (3-12 months): Neutral

Support/Resistance Levels: + Upper Bollinger Band: $7.05 + Middle Bollinger Band: $6.49 + Lower Bollinger Band: $5.93

Momentum Signals:

  • RSI (14): 67.14 (neutral)
  • MACD: 0.23 / Signal: 0.03 / Histogram: 0.20 (bullish)
  • Bollinger Bands position: Neutral

Volume Analysis: + Volume SMA 20: 964341.15 + On-Balance Volume (OBV): -18129370.93 + Volume Rate of Change: 28.75%

News & Sentiment Analysis

Recent Headlines Summary:

  • Portfolio sale to Harbor Group (GlobeNewswire Inc., 2026-05-21)
  • Quarterly dividend announcement (Benzinga, 2026-05-12)
  • Lease agreement with Atlanta Golf & Social (GlobeNewswire Inc., 2026-03-11)

Sentiment Assessment: Positive

Catalyst Identification:

  • Upcoming events: None
  • Earnings: No data available

Market Narrative: Recent news has driven the stock's upward momentum, aligning with technical signals.

Risk & Volatility Assessment

Beta Interpretation: High risk (beta >1.5)

Volatility Regime: Above average volatility - stock moves with market amplification

Options Market Signals:

  • IV rank: N/A
  • Put/call ratios: No data available
  • Unusual activity: No data available

Downside Protection: + Support levels: Lower Bollinger Band ($5.93) + Risk management considerations: Stop-loss levels and position sizing

Market Context & Positioning

Sector Performance:

  • Real Estate sector performance: Neutral (R-squared interpretation)

Institutional Activity:

  • Volume patterns suggesting institutional interest: None

Correlation Analysis:

  • Stock moves relative to market (R-squared interpretation): 0.44

Relative Valuation: + Trading range: $5.93 - $7.05 + Position within trading range: Neutral

Key Levels & Action Items

Critical Price Levels: + Upper Bollinger Band ($7.05) + Middle Bollinger Band ($6.49)

Breakout/Breakdown Levels: + Breakout above upper Bollinger Band ($7.05) + Breakdown below lower Bollinger Band ($5.93)

Time-Sensitive Catalysts:

  • Earnings dates: No data available
  • FDA approvals: None

Risk Management: + Stop-loss levels: $6.20 + Position sizing considerations: 1% - 2% of portfolio

I hope this comprehensive analysis meets your requirements!

Generated
News
Earnings History
1 of 1 under expected move
Avg Expected Move
8.65%
Avg Actual Move
2.31%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2026-08-03 unknown 8.65% 2.31% 0.27x Within
Options Activity
IV Rank (30D)
40.92
IV Rank (7D)
40.92
Avg IV
115.4%
Straddle (30D)
$1.23
Straddle (7D)
$1.23
P/C Volume
1.25
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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 —

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)
0.72
Correlation (SPY)
34.7%
R²
0.12
Ann. Volatility
28.3%
SPY Volatility
13.7%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 78,850,500 (as of 2026-06-30)

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.

201 filers62,559,415 shares$428.03M value79.34% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 9,124,367 $60.40M 14.11% 11.57% 2025-12-31
2 BlackRock, Inc. Custodian 6,827,404 $48.34M 11.29% 8.66% 2026-06-30
3 VANGUARD PORTFOLIO MANAGEMENT LLC 4,057,875 $28.73M 6.71% 5.15% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 3,390,281 $24.00M 5.61% 4.30% 2026-06-30
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3,108,586 $22.01M 5.14% 3.94% 2026-06-30
6 Irenic Capital Management LP 2,918,328 $20.66M 4.83% 3.70% 2026-06-30
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,271,422 $16.09M 3.76% 2.88% 2026-06-30
8 FRANKLIN RESOURCES INC Custodian 2,196,096 $15.55M 3.63% 2.79% 2026-06-30
9 STATE STREET CORP 1,812,598 $13.07M 3.05% 2.30% 2026-06-30
10 JANE STREET GROUP, LLC Custodian 1,549,569 $10.97M 2.56% 1.97% 2026-06-30
11 Qube Research & Technologies Ltd 1,420,180 $10.05M 2.35% 1.80% 2026-06-30
12 TWO SIGMA INVESTMENTS, LP Custodian 1,334,070 $9.45M 2.21% 1.69% 2026-06-30
13 TCW GROUP INC 1,307,002 $9.25M 2.16% 1.66% 2026-06-30
14 Western Standard LLC 1,295,429 $9.17M 2.14% 1.64% 2026-06-30
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,173,579 $8.31M 1.94% 1.49% 2026-06-30
16 BROWN ADVISORY INC 1,120,992 $7.94M 1.85% 1.42% 2026-06-30
17 Berman McAleer LLC 1,023,400 $7.25M 1.69% 1.30% 2026-06-30
18 MORGAN STANLEY Custodian 954,518 $6.76M 1.58% 1.21% 2026-06-30
19 NORTHERN TRUST CORP Custodian 734,240 $5.20M 1.21% 0.93% 2026-06-30
20 Aristotle Capital Boston, LLC 694,442 $4.92M 1.15% 0.88% 2026-06-30
21 GOLDMAN SACHS GROUP INC Custodian 633,410 $4.48M 1.05% 0.80% 2026-06-30
22 Nuveen, LLC Custodian 630,242 $4.46M 1.04% 0.80% 2026-06-30
23 Clearstead Advisors, LLC 594,326 $4.21M 0.98% 0.75% 2026-06-30
24 Quantinno Capital Management LP 517,396 $3.66M 0.86% 0.66% 2026-06-30
25 VANGUARD FIDUCIARY TRUST CO 511,636 $3.62M 0.85% 0.65% 2026-06-30
3 filers$1.86M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $875.09K 47.05% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $739.15K 39.74% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $245.68K 13.21% 2026-06-30
2 filers$1.10M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $638.62K 57.93% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $463.74K 42.07% 2026-06-30
Insider Activity
Latest: 2026-09-16
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
2026-09-16 THEODORE BIGMAN Director Award (A) +2,317 $6.47 $15.0K EDGAR
2026-09-16 James A Carroll Director Award (A) +941 $6.47 $6.1K EDGAR
2026-09-16 Frederick Blair Wimbush Director Award (A) +2,800 $6.47 $18.1K EDGAR
2026-07-06 Dennis H. Gartman Director — — — EDGAR
2026-07-06 James A Carroll Director Exer (X) — — EDGAR
2026-07-06 James C. Cherry Director Exer (X) — — EDGAR
2026-07-06 Frederick Blair Wimbush Director Buy (P) +887 $7.01 $6.2K EDGAR
2026-07-06 Daniel A Hoffler Director Exer (X) — — EDGAR
2026-06-22 Frederick Blair Wimbush Director Award (A) — — EDGAR
2026-06-22 James A Carroll Director Award (A) — — EDGAR
2026-06-22 Lori Wittman Director Grant (A) +11,695 RSU — EDGAR
2026-06-22 THEODORE BIGMAN Director Grant (A) +11,695 RSU — EDGAR
2026-06-22 Daniel A Hoffler Director Mixed — — EDGAR
2026-06-22 Louis S Haddad Director Award (A) +11,695 — EDGAR
2026-06-22 THEODORE BIGMAN Director — — — 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
9 insiders · @ $5.91
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 Louis S Haddad Director 307,476 $1.82M $0 1 2026-06-22
2 Daniel A Hoffler Director 266,647 $1.58M $0 2 2026-07-06
3 THEODORE BIGMAN Director 82,317 $486.5K $0 3 2026-09-16
4 Shawn J Tibbetts CEO and President 57,518 $339.9K $0 3 2026-03-13
5 Dennis H. Gartman Director 52,793 $312.0K $0 3 2026-07-06
6 James C. Cherry Director 52,342 $309.3K $0 2 2026-07-06
7 Frederick Blair Wimbush Director 48,017 $283.8K $73.9K 7 2026-09-16
8 James A Carroll Director 44,616 $263.7K $0 5 2026-09-16
9 Matthew Barnes-Smith CFO, Treasurer and Secretary 10,131 $59.9K $0 3 2026-03-13
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: 2024-11-25
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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2024-11-25 144/A Apperson Eric E. President of Construction and Development 20,000 $220.4K 2024-11-25 Janney Montgomery Scott LLC — EDGAR
2024-11-25 Apperson Eric E. President of Construction and Development 20,000 $220.4K 2024-11-25 Janney Montgomery Scott LLC — EDGAR
2024-05-16 Apperson Eric E. President of Construction and Development 40,000 $468.0K 2024-05-16 Janney Montgomery Scott LLC — 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 Ratio0.8
P/S Ratio2.3
EV/EBITDA13.6
TTM Revenue$0.1B
TTM Net Income$-0.0B
TTM EPS$-0.25
ROE-9.0%
Dividend Yield17.39%
Debt/Equity1.97