ATI Inc.(ATI)
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.
ATI
$196.38
—
Snapshot
$196.38
- 52-Week Range
- $70.42 – $205.31
- YTD
- +64.75%
- IV Rank (30D)
- 58.68
- Straddle Price
- $27.20
- P/C Vol Ratio
- 0.72
- Market Cap
- $26.7B
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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 9.75% |
| Volatility Risk Premium | +64.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 18.4% |
| Rev. Growth (YoY, DCF input) | +1.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.01 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.6B |
| Return on Equity (TTM) | 24.0% |
| Book / Price | 6.8% |
| Gross Margin (TTM) | 22.5% |
| FCF Margin (TTM) | 12.0% |
| Debt / Equity | 0.95 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +25.7% (reverse-DCF on current price) |
| SMA 50 | $182.55 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $191.22 |
| Bollinger Width / SMA20 | 5.8% (drives anchor stability) |
| Net Debt | $1.4B |
| Market Cap | $28B |
Peers used for multiples: CRS, GE, GOOG, HWM, MSFT, NVDA, PH, RTX
Model Conviction
6%
20-Day Fair Value
≈ by Aug 21, 2026
$197.30
α +0.5%
rank 66%
40-Day Fair Value
≈ by Sep 21, 2026
$198.04
α +0.8%
rank 29%
60-Day Fair Value
≈ by Oct 20, 2026
$197.91
α +0.8%
rank 19%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $40.80 | 23% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $107.81 | 10% | median 35.4× · 8 peers |
| Peer EV/EBITDA | $159.63 | 10% | median 28.4× · 8 peers |
| Peer P/B | $153.65 | 2% | median 11.5× · 8 peers |
| Peer P/S | $311.58 | 7% | median 9.5× · 8 peers |
| Market Anchor (SMA50) | $182.55 | 47% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- STEEL PIPE & TUBES (3317)
- Exchange
- XNYS
- Market Cap
- $26.7B
ATI Inc supplies specialty metals to various end markets, including aerospace and defense, oil and gas, automotive, and electrical energy, among many others. The company's operating segment includes High-Performance Materials and Components and Advanced Alloys and Solutions. The majority of revenue is from the High-Performance Materials segment. The High-Performance Materials segment is focused on a wide range of high-performance specialty materials, parts, and components for several the majority of end markets, including the aerospace & defense, medical, and energy markets. Geographically, it…
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 | +1.82% | 23 |
| Feb | +8.55% | 23 |
| Mar | -0.91% | 23 |
| Apr | +4.11% | 23 |
| May | +0.37% | 23 |
| Jun | +2.19% | 23 |
| Jul | +0.83% | 23 |
| Aug | -2.43% | 22 |
| Sep | -0.57% | 23 |
| Oct | +0.26% | 23 |
| Nov | +6.49% | 23 |
| Dec | +4.96% | 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: $191.16
SMA 50: $183.26
SMA 200: $140.13
Current: $196.44
EMA 12: $191.55
EMA 26: $189.56
MACD: 1.9841 | Signal: 0.0967
BULLISH
ADX (14): 18.33
RANGE
+DI: 21.88
−DI: 22.78
Momentum Oscillators
RSI (14): 57.75
NEUTRAL
Stoch %K: 90.74
Stoch %D: 74.50
Williams %R: -11.15
Volume & Volatility
BB Upper: $201.63
BB Lower: $180.69
NEUTRAL
OBV: 37,945,487
Vol SMA 20: 1,514,715
Vol ROC: -16.39%
ATR: $7.74
True Range: $7.00
HV 20: 38.7%
HV 30: 42.0%
HV 60: 42.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-24T00:00:00 – 2026-07-22T00:00:00
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
5 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-06 | Pre-Market | 11.00% | 1.69% | 0.15x | Within |
| 2024-10-29 | Pre-Market | 10.48% | 10.04% | 0.96x | Within |
| 2025-02-04 | Pre-Market | 8.51% | 10.05% | 1.18x | Exceeded |
| 2025-05-01 | Pre-Market | 10.55% | 14.07% | 1.33x | Exceeded |
| 2025-07-31 | Pre-Market | 9.79% | 16.58% | 1.69x | Exceeded |
| 2025-10-28 | Pre-Market | 12.59% | 7.44% | 0.59x | Within |
| 2026-02-03 | Pre-Market | 10.59% | 5.93% | 0.56x | Within |
| 2026-04-30 | Pre-Market | 11.35% | 5.01% | 0.44x | Within |
Options Activity
- IV Rank (30D)
- 58.68
- IV Rank (7D)
- 58.68
- Avg IV
- 110.7%
- Straddle (30D)
- $27.20
- Straddle (7D)
- $27.20
- P/C Volume
- 0.72
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)
- 1.61
- Correlation (SPY)
- 46.9%
- R²
- 0.22
- Ann. Volatility
- 43.6%
- SPY Volatility
- 12.7%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 141,000,000 (as of 2026-03-29)
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.
22 filers$165.55M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $33.00M | 19.94% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $27.67M | 16.71% | 2026-03-31 |
| 3 | PEAK6 LLC | $24.98M | 15.09% | 2026-03-31 |
| 4 | Jain Global LLC | $21.82M | 13.18% | 2026-03-31 |
| 5 | JANE STREET GROUP, LLC Custodian | $10.25M | 6.19% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $9.54M | 5.76% | 2026-03-31 |
| 7 | Walleye Trading LLC | $6.57M | 3.97% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $5.04M | 3.04% | 2025-09-30 |
| 9 | SIMPLEX TRADING, LLC Custodian | $4.97M | 3.00% | 2026-03-31 |
| 10 | Squarepoint Ops LLC | $4.61M | 2.79% | 2026-03-31 |
| 11 | TUDOR INVESTMENT CORP ET AL | $3.74M | 2.26% | 2026-03-31 |
| 12 | Walleye Capital LLC | $3.67M | 2.21% | 2026-03-31 |
| 13 | CAPITAL FUND MANAGEMENT S.A. | $2.44M | 1.48% | 2026-03-31 |
| 14 | Cubist Systematic Strategies, LLC | $1.42M | 0.85% | 2025-09-30 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $1.40M | 0.84% | 2026-03-31 |
| 16 | GROUP ONE TRADING LLC Custodian | $1.22M | 0.74% | 2026-03-31 |
| 17 | Alphadyne Asset Management LP | $1.02M | 0.62% | 2026-03-31 |
| 18 | MILLENNIUM MANAGEMENT LLC Custodian | $741.85K | 0.45% | 2026-03-31 |
| 19 | Point72 Asset Management, L.P. | $654.57K | 0.40% | 2026-03-31 |
| 20 | TWO SIGMA INVESTMENTS, LP | $480.02K | 0.29% | 2026-03-31 |
| 21 | HUB Investment Partners, LLC | $305.47K | 0.18% | 2026-03-31 |
| 22 | SG Americas Securities, LLC | $140 | <0.01% | 2026-03-31 |
22 filers$83.21M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jain Global LLC | $21.82M | 26.22% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $11.90M | 14.30% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $9.29M | 11.17% | 2026-03-31 |
| 4 | Walleye Trading LLC | $5.57M | 6.70% | 2026-03-31 |
| 5 | SIMPLEX TRADING, LLC Custodian | $4.25M | 5.10% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $4.11M | 4.93% | 2025-09-30 |
| 7 | Walleye Capital LLC | $3.36M | 4.04% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $3.19M | 3.83% | 2026-03-31 |
| 9 | JANE STREET GROUP, LLC Custodian | $2.98M | 3.58% | 2026-03-31 |
| 10 | TUDOR INVESTMENT CORP ET AL | $2.65M | 3.18% | 2026-03-31 |
| 11 | CAPITAL FUND MANAGEMENT S.A. | $2.46M | 2.95% | 2026-03-31 |
| 12 | Squarepoint Ops LLC | $2.05M | 2.46% | 2026-03-31 |
| 13 | Alphadyne Asset Management LP | $1.95M | 2.34% | 2026-03-31 |
| 14 | Cubist Systematic Strategies, LLC | $1.85M | 2.22% | 2025-09-30 |
| 15 | GROUP ONE TRADING LLC Custodian | $1.22M | 1.47% | 2026-03-31 |
| 16 | Twin Tree Management, LP | $1.06M | 1.28% | 2026-03-31 |
| 17 | Point72 Asset Management, L.P. | $1.02M | 1.22% | 2026-03-31 |
| 18 | Candelo Capital Management LP | $1.02M | 1.22% | 2026-03-31 |
| 19 | KLCM Advisors, Inc. | $581.84K | 0.70% | 2026-03-31 |
| 20 | TWO SIGMA INVESTMENTS, LP | $494.56K | 0.59% | 2026-03-31 |
| 21 | MILLENNIUM MANAGEMENT LLC Custodian | $363.65K | 0.44% | 2026-03-31 |
| 22 | MARSHALL WACE, LLP Custodian | $29.09K | 0.04% | 2026-03-31 |
Insider Activity
Latest: 2026-07-09
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-09 | Kimberly A Fields | Chair, President and CEO | Sell (S) | −40,000 | $182.91 | -$7.32M | EDGAR |
| 2026-07-06 | James Robert Foster | SVP, Finance and CFO | Exer (M) | −163 | $193.82 | -$31.6K | EDGAR |
| 2026-06-24 | Kimberly A Fields | Chair, President and CEO | Sell (S) | −20,693 | $200.64 | -$4.15M | EDGAR |
| 2026-06-04 | Kimberly A Fields | Chair, President and CEO | Sell (S) | −59,749 | $179.07 | -$10.70M | EDGAR |
| 2026-05-21 | M LEROY BALL | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | Herbert J Carlisle | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | Carolyn Corvi | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | David P Hess | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | Marianne Kah | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | Elizabeth Hefley Lund | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | Jean Lydon-Rodgers | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-21 | David J Morehouse | Director | Award (A) | +1,743 | — | EDGAR | |
| 2026-05-21 | Ruby Sharma | Director | Award (A) | +905 | — | EDGAR | |
| 2026-05-12 | Kimberly A Fields | President, CEO and Director | Sell (S) | −40,000 | $159.21 | -$6.37M | EDGAR |
| 2026-03-24 | Vaishali S. Bhatia | SVP, General Counsel and CCO | Tax (F) | −3,509 | $143.95 | -$505.1K | 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 · @ $196.44
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 | ROBERT P BOZZONE | Director | 1,585,030 | $311.36M | $0 | 1 | 2007-05-04 |
| 2 | L PATRICK HASSEY | Chairman and CEO | 657,704 | $129.20M | -$2.33M | 14 | 2011-02-28 |
| 3 | RICHARD J HARSHMAN | Executive Chairman | 482,372 | $94.76M | -$3.82M | 40 | 2019-03-01 |
| 4 | ROBERT S WETHERBEE | Executive Chairman | 280,061 | $55.02M | -$37.82M | 46 | 2026-02-19 |
| 5 | DONALD P NEWMAN | EVP and CFO | 195,845 | $38.47M | $210.4K | 15 | 2025-01-07 |
| 6 | Kimberly A Fields | Chair, President and CEO | 195,321 | $38.37M | -$34.95M | 30 | 2026-07-09 |
| 7 | John D Sims | EVP, HPMC Segment | 183,909 | $36.13M | -$820.3K | 19 | 2020-02-28 |
| 8 | JON D WALTON | EVP, HR, CLCO and Corp Sec | 183,731 | $36.09M | -$6.21M | 13 | 2011-02-28 |
| 9 | Elizabeth C Powers | Senior VP, CHRO | 167,578 | $32.92M | $138.7K | 21 | 2022-03-02 |
| 10 | Timothy J Harris | Senior VP and CDIO | 166,546 | $32.72M | -$5.15M | 23 | 2026-01-07 |
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: 2026-07-07
? Form 144 Guide
Last 30d:
4 filings
· $11.7M notice value
· Last 90d:
7 filings
· $35.7M notice value
· 2 unique filers
· 86% 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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Fields Kimberly A (6, $28.5M) · J. Brett Harvey (1, $7.2M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-07 | Fields Kimberly A | Officer, Director | 40,000 | $7.53M | 2026-07-07 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-24 | Fields Kimberly A | Officer, Director | 3,783 | $746.0K | 2026-06-24 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-23 | Fields Kimberly A | Officer, Director | 3,641 | $719.0K | 2026-06-23 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-22 | Fields Kimberly A | Officer, Director | 13,269 | $2.69M | 2026-06-22 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-02 | Fields Kimberly A | Officer, Director | 59,749 | $10.60M | 2026-06-02 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-02 | J. Brett Harvey | fmr Director | 40,500 | $7.23M | 2026-06-02 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-05-11 | Fields Kimberly A | Officer, Director | 40,000 | $6.24M | 2026-05-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-11 | Morehouse David J | Director | 6,609 | $1.02M | 2026-03-09 | Morgan Stanley | — | EDGAR |
| 2026-02-17 | WETHERBEE ROBERT S | Officer, Director | 60,000 | $8.61M | 2026-02-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-10 | WETHERBEE ROBERT S | Officer, Director | 60,000 | $8.15M | 2026-02-10 | 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: 2026-06-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-03 | 0001193125-26-254681 | EDGAR |
| 2026-06-03 | 0001193125-26-255755 | EDGAR |
| 2026-05-19 | 0001193125-26-230739 | EDGAR |
| 2026-04-30 | 0001628280-26-028589 | EDGAR |
| 2026-02-19 | 0001193125-26-058142 | EDGAR |
| 2026-02-03 | 0001628280-26-004793 | EDGAR |
| 2025-12-08 | 0001193125-25-310681 | EDGAR |
| 2025-11-18 | 0001193125-25-285373 | EDGAR |
| 2025-10-28 | 0001628280-25-046559 | EDGAR |
| 2025-09-25 | 0001193125-25-217804 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-20 | 0001628280-26-010140 | EDGAR |
| 2025-02-21 | 0001628280-25-007092 | EDGAR |
| 2024-02-23 | 0001628280-24-006606 | EDGAR |
| 2023-02-24 | 0001628280-23-005017 | EDGAR |
| 2022-02-25 | 0001628280-22-003961 | EDGAR |
| 2021-02-26 | 0001628280-21-003434 | EDGAR |
| 2020-02-25 | 0001018963-20-000004 | EDGAR |
| 2019-02-28 | 0001018963-19-000007 | EDGAR |
| 2018-02-20 | 0001018963-18-000004 | EDGAR |
| 2017-02-24 | 0001018963-17-000007 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001628280-26-028684 | EDGAR |
| 2025-10-28 | 0001628280-25-046675 | EDGAR |
| 2025-07-31 | 0001628280-25-036963 | EDGAR |
| 2025-05-01 | 0001628280-25-021463 | EDGAR |
| 2024-10-29 | 0001628280-24-044066 | EDGAR |
| 2024-08-06 | 0001628280-24-035141 | EDGAR |
| 2024-04-30 | 0001628280-24-019285 | EDGAR |
| 2023-11-02 | 0001628280-23-036343 | EDGAR |
| 2023-08-02 | 0001628280-23-026678 | EDGAR |
| 2023-05-04 | 0001628280-23-015639 | 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 | 65.0 |
| P/B Ratio | 15.2 |
| P/S Ratio | 5.9 |
| EV/EBITDA | 34.0 |
| TTM Revenue | $4.6B |
| TTM Net Income | $0.4B |
| TTM EPS | $3.02 |
| ROE | 24.0% |
| Dividend Yield | 0.05% |
| Debt/Equity | 1.03 |