Akebia Therapeutics, Inc.(AKBA)
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
$1.11
Pre-market
$1.17
+5.41%
- 52-Week Range
- $0.82 – $4.08
- YTD
- -28.39%
- IV Rank (30D)
- 85.5
- Straddle Price
- $0.32
- P/C Vol Ratio
- 0.24
- Market Cap
- $0.3B
Fair Value
+50.0% 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) | 4.40% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.90% (VRP-adj) |
| WACC | 9.37% |
| Volatility Risk Premium | +253.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | -74.9% |
| Book / Price | 9.2% |
| Gross Margin (TTM) | 81.0% |
| FCF Margin (TTM) | 25.8% |
| Debt / Equity | 1.33 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $1.14 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $1.00 |
| Bollinger Width / SMA20 | 3079.7% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $0B |
Peers used for multiples: AGIO, CLPT, LGND, MYGN, PGEN, RIGL, XNCR
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$2.68
Current Price
$1.11
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $2.08 | 32% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | $0.22 | 13% | median 2.2× · 7 peers |
| Peer P/S | $11.86 | 13% | median 13.7× · 7 peers |
| Market Anchor (SMA50) | $1.14 | 43% | stability 66% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-30 · updated 2026-06-30 13:07:30.760000
Info
- Industry (SIC)
- PHARMACEUTICAL PREPARATIONS (2834)
- Exchange
- XNAS
- Market Cap
- $0.3B
Akebia Therapeutics Inc is a fully integrated biopharmaceutical company. The Company's operating segment is the business of developing and commercializing novel therapeutics. The current portfolio of the company includes Auryxia (ferric citrate), a medicine approved and marketed in the United States for the control of serum phosphorus levels in adult patients with dialysis-dependent chronic kidney disease and the treatment of iron deficiency anemia, in adult patients with non-dialysis-dependent chronic kidney disease, Vafseo (vadadustat), an oral hypoxia-inducible factor prolyl hydroxylase, in…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +4.77% | 6 |
| Feb | -4.62% | 6 |
| Mar | -9.70% | 6 |
| Apr | +3.87% | 6 |
| May | -3.82% | 6 |
| Jun | -2.47% | 6 |
| Jul | +10.06% | 5 |
| Aug | +1.92% | 5 |
| Sep | -10.98% | 5 |
| Oct | +0.41% | 5 |
| Nov | -0.73% | 5 |
| Dec | +10.17% | 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: $1.00
SMA 50: $1.14
SMA 200: $1.65
Current: $1.11
EMA 12: $1.05
EMA 26: $1.05
MACD: -0.0004 | Signal: 0.0287
BEARISH
ADX (14): 24.70
WEAK TREND
+DI: 24.76
−DI: 20.10
Momentum Oscillators
RSI (14): 55.87
NEUTRAL
Stoch %K: 84.55
Stoch %D: 80.84
Williams %R: -14.82
Volume & Volatility
BB Upper: $1.15
BB Lower: $0.84
NEUTRAL
OBV: 25,759,882
Vol SMA 20: 6,143,553
Vol ROC: -31.91%
ATR: $0.07
True Range: $0.07
HV 20: 64.7%
HV 30: 77.6%
HV 60: 83.8%
Data Summary
Data Points: 500
Last Updated: 2026-06-30T13:05:24.330000
Date Range: 2024-07-01T00:00:00 – 2026-06-29T00:00:00
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
8 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-08 | Pre-Market | 22.14% | 5.38% | 0.24x | Within |
| 2024-11-07 | Pre-Market | 12.44% | 6.97% | 0.56x | Within |
| 2025-03-13 | Pre-Market | 15.71% | 11.58% | 0.74x | Within |
| 2025-05-08 | After-Close | 9.65% | 0.97% | 0.10x | Within |
| 2025-08-07 | Pre-Market | 36.33% | 20.74% | 0.57x | Within |
| 2025-11-10 | After-Close | 20.96% | 8.38% | 0.40x | Within |
| 2026-01-12 | After-Close | 12.37% | 1.77% | 0.14x | Within |
| 2026-02-26 | Pre-Market | 228.30% | 7.36% | 0.03x | Within |
Options Activity
- IV Rank (30D)
- 85.5
- IV Rank (7D)
- 85.5
- Avg IV
- 330.9%
- Straddle (30D)
- $0.32
- Straddle (7D)
- $0.32
- P/C Volume
- 0.24
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)
- 1.17
- Correlation (SPY)
- 19.6%
- R²
- 0.04
- Ann. Volatility
- 75.3%
- SPY Volatility
- 12.5%
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 267,420,319 (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.
6 filers$932.83K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $274.25K | 29.40% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $247.70K | 26.55% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $183.34K | 19.65% | 2026-03-31 |
| 4 | SIMPLEX TRADING, LLC Custodian | $112.73K | 12.08% | 2026-03-31 |
| 5 | GROUP ONE TRADING LLC Custodian | $99.66K | 10.68% | 2026-03-31 |
| 6 | TUDOR INVESTMENT CORP ET AL | $15.15K | 1.62% | 2026-03-31 |
5 filers$556.97K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $258.12K | 46.34% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $219.76K | 39.46% | 2026-03-31 |
| 3 | GROUP ONE TRADING LLC Custodian | $68.11K | 12.23% | 2026-03-31 |
| 4 | UBS Group AG Custodian | $8.34K | 1.50% | 2026-03-31 |
| 5 | SIMPLEX TRADING, LLC Custodian | $2.64K | 0.47% | 2026-03-31 |
Insider Activity
Latest: 2026-06-22
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-22 | Myles Wolf | Director | Award (A) | +35,700 | — | EDGAR | |
| 2026-06-22 | MICHAEL W ROGERS | Director | Award (A) | +35,700 | — | EDGAR | |
| 2026-06-22 | LEANNE M ZUMWALT | Director | Award (A) | +35,700 | — | EDGAR | |
| 2026-06-22 | RON FRIESON | Director | Award (A) | +35,700 | — | EDGAR | |
| 2026-06-22 | Cynthia Smith | Director | Award (A) | +35,700 | — | EDGAR | |
| 2026-06-22 | ADRIAN ADAMS | Director | Award (A) | +35,700 | — | EDGAR | |
| 2026-04-03 | Philip J. Vickers | Director | Grant (A) | +214,400 opt | — | EDGAR | |
| 2026-03-05 | John P. Butler | CEO and President | Buy (P) | +69,270 | $1.25 | $86.6K | EDGAR |
| 2026-02-04 | Erik Ostrowski | SVP, CFO, CBO & Treasurer | Sell (S) | −34,951 | $1.39 | -$48.6K | EDGAR |
| 2026-02-04 | Steven Keith Burke | SVP, Chief Medical Officer | Sell (S) | −67,658 | $1.39 | -$94.0K | EDGAR |
| 2026-02-04 | Richard C Malabre | SVP, Chief Accounting Officer | Sell (S) | −49,524 | $1.39 | -$68.8K | EDGAR |
| 2026-02-04 | John P. Butler | CEO and President | Mixed | −166,055 | $1.40 | -$227.3K | EDGAR |
| 2026-02-04 | Nicholas Grund | Chief Commercial Officer | Sell (S) | −84,829 | $1.39 | -$117.9K | EDGAR |
| 2026-02-04 | Carolyn M. Rucci | SVP, Chief Legal Officer | Sell (S) | −69,772 | $1.39 | -$97.0K | EDGAR |
| 2026-02-03 | Steven Keith Burke | SVP, Chief Medical Officer | Award (A) | +204,000 | — | 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
35 insiders · @ $1.11
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 | John P. Butler | CEO and President | 3,526,992 | $3.91M | -$999.1K | 36 | 2026-03-05 |
| 2 | Muneer A Satter | Director | 3,037,042 | $3.37M | $20.68M | 17 | 2018-06-15 |
| 3 | Novo Holdings A/S | 10%+ Owner | 1,516,387 | $1.68M | $3.10M | 1 | 2014-03-26 |
| 4 | Steven Keith Burke | SVP, Chief Medical Officer | 969,133 | $1.08M | -$364.1K | 22 | 2026-02-04 |
| 5 | Erik Ostrowski | SVP, CFO, CBO & Treasurer | 672,635 | $746.6K | -$200.2K | 5 | 2026-02-04 |
| 6 | Michel Dahan | SVP, Chief Operating Officer | 672,092 | $746.0K | -$662.7K | 27 | 2024-05-14 |
| 7 | Nicole R. Hadas | SVP, Chief Legal Officer | 651,243 | $722.9K | -$595.9K | 37 | 2024-05-14 |
| 8 | Carolyn M. Rucci | SVP, Chief Legal Officer | 615,922 | $683.7K | -$97.0K | 2 | 2026-02-04 |
| 9 | Nicholas Grund | Chief Commercial Officer | 561,750 | $623.5K | -$234.7K | 4 | 2026-02-04 |
| 10 | Ellen Snow | SVP, CFO and Treasurer | 519,300 | $576.4K | $0 | 2 | 2024-02-02 |
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: 2026-06-29
? Form 144 Guide
Last 30d:
1 filing
· $62K notice value
· Last 90d:
1 filing
· $62K notice value
· 1 unique filer
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:
Ostrowski Erik (1, $62K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-29 | Ostrowski Erik | Officer | 56,019 | $62.2K | 2026-06-29 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-02-02 | Ostrowski Erik | Officer | 34,951 | $48.7K | 2026-02-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-02-02 | Grund Nicholas | Officer | 84,829 | $118.3K | 2026-02-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-02-02 | Burke Steven Keith | Officer | 67,658 | $94.3K | 2026-02-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-02-02 | Butler John P. | Officer | 341,305 | $475.9K | 2026-02-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-02-02 | Rucci Carolyn M. | Officer | 69,772 | $97.3K | 2026-02-02 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2025-06-30 | Ostrowski Erik | Officer | 41,314 | $151.6K | 2025-06-30 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-03-03 | Burke Steven Keith | Officer | 7,144 | $13.1K | 2025-03-03 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-03-03 | Butler John P. | Officer, Director | 46,409 | $85.0K | 2025-03-03 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-02-03 | Grund Nicholas | Officer | 55,621 | $117.1K | 2025-02-03 | Morgan Stanley Smith Barney 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 Ratio | 11.2 |
| P/S Ratio | 1.3 |
| EV/EBITDA | 29.2 |
| TTM Revenue | $0.2B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.08 |
| ROE | -74.9% |
| Debt/Equity | 1.79 |