AZTR Azitra Inc
XASEStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
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.
AZTR
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Key stats
Related
About
- Industry (SIC)
- PHARMACEUTICAL PREPARATIONS (2834) · industry map
- Exchange
- XASE
- Market Cap
- $0.0B
- Employees
- 13
- List Date
- 2023-06-16
- CIK
- 0001701478
- Headquarters
- Branford, CT
- Homepage
- https://www.azitrainc.com
Azitra Inc is an early-stage clinical biopharmaceutical company focused on developing therapies for precision dermatology using engineered proteins and live biotherapeutic products. Its discovery platform is screened for naturally occurring bacterial cells with beneficial effects. These microbes are then genomically sequenced and engineered to make cellular therapies, recombinant therapeutic proteins, peptides, and small molecules for the precision treatment of dermatology diseases. The company's product candidates include ATR-12, for treating the orphan disease and Netherton syndrome; ATR-04,…
Summary
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composite
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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 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|
| Jan | -- | 14.29% | -45.59% | -12.31% | -14.54% |
| Feb | -- | -78.02% | 28.19% | -28.43% | -26.09% |
| Mar | -- | -11.95% | -8.18% | 42.34% | 7.40% |
| Apr | -- | 9.41% | 11.45% | 1.74% | 7.53% |
| May | -- | -16.78% | -16.46% | -7.00% | -13.41% |
| Jun | -26.32% | -49.48% | -4.25% | -25.09% | -26.29% |
| Jul | -5.99% | -76.60% | -33.18% | -20.35% | -34.03% |
| Aug | -46.36% | -17.21% | -7.03% | 32.08% | -9.63% |
| Sep | -31.19% | -8.74% | -28.09% | -22.13% | -22.54% |
| Oct | 4.17% | -4.36% | -27.56% | 19.07%* | -2.17% |
| Nov | -29.25% | 8.14% | -23.26% | -- | -14.79% |
| Dec | -13.21% | -14.52% | -22.12% | -- | -16.62% |
| Total | -83.65% | -98.41% | -88.96% | -38.24% | -77.31% |
* Only 4 year(s) of data available.
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: $1.45
SMA 50: $1.52
SMA 200: $1.96
Current: $1.53
EMA 12: $1.31
EMA 26: $1.42
MACD: -0.1155 | Signal: -0.0259
BEARISH
ADX (14): 33.94
TREND
+DI: 29.87
−DI: 29.27
Momentum Oscillators
RSI (14): 52.77
NEUTRAL
Stoch %K: 27.33
Stoch %D: 16.33
Williams %R: -37.22
Volume & Volatility
BB Upper: $1.96
BB Lower: $0.94
NEUTRAL
OBV: 275,908,488
Vol SMA 20: 7,415,357
Vol ROC: 240002.77%
ATR: $0.25
True Range: $1.41
HV 20: 350.6%
HV 30: 284.8%
HV 60: 205.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-16T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report: AZTR
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Recent positive news headlines, oversold RSI, and a bullish MACD signal.
Primary Risks: High volatility, negative beta, and potential for further price declines if market conditions worsen.
Investment Thesis: AZTR presents an attractive risk-reward profile, with recent positive sentiment and technical signals suggesting a possible rebound. However, the stock's high volatility and negative correlation to the market require careful consideration before entering a position.
Recent News Sentiment Impact: The positive news headlines from Benzinga (2025-08-22) have contributed to the recent price increase, while the neutral headlines from Motley Fool (2025-08-08) did not significantly impact the stock's movement.
Technical Analysis
Trend Direction:
- Short-term: Bearish
- Medium-term: Range-bound
- Long-term: Uptrend
Support/Resistance Levels: The key price levels are:
- Resistance 1: $0.24 (Upper Bollinger Band)
- Support 1: $0.18 (Lower Bollinger Band)
Momentum Signals:
- RSI: Oversold (38.17), indicating a potential buy signal.
- MACD: Bearish, with the histogram remaining below the zero line.
- Bollinger Bands: Price is oversold, suggesting a potential rebound.
Volume Analysis: Institutional interest has been increasing, as evident from the rising volume rates and On-Balance Volume (OBV) signals.
News & Sentiment Analysis
Recent Headlines Summary: The most significant news headlines are:
- Positive sentiment from Benzinga (2025-08-22)
- Neutral headline from Motley Fool (2025-08-08)
Sentiment Assessment: The overall sentiment is NEUTRAL, with positive and negative news canceling each other out.
Catalyst Identification: The upcoming earnings release will be a critical catalyst to monitor, as it may impact the stock's price movement.
Risk & Volatility Assessment
Beta Interpretation: AZTR has a negative beta (-0.15), indicating that it tends to move opposite to the market.
Volatility Regime: The current volatility regime is HIGH, with an average true range (ATR) of $0.03 and historical volatility (HV30) at 104.6%.
Options Market Signals: No options data available.
Downside Protection: Support levels are key, with the Lower Bollinger Band at $0.18 serving as a potential floor.
Market Context & Positioning
Sector Performance: AZTR is outperforming its sector peers, with a relative strength index (RSI) of 61.11.
Institutional Activity: Institutional interest has been increasing, as evident from the rising volume rates and OBV signals.
Correlation Analysis: The stock's correlation to the market is negative (-0.02), indicating that it tends to move opposite to the broader market.
Relative Valuation: AZTR is trading within its 50-day moving average (SMA) range, with a relative valuation of 0.95.
Key Levels & Action Items
Critical Price Levels:
- Resistance 1: $0.24
- Support 1: $0.18
Breakout/Breakdown Levels: A breakout above the Upper Bollinger Band could trigger a significant move, while a breakdown below the Lower Bollinger Band may lead to further price declines.
Time-Sensitive Catalysts: The upcoming earnings release will be critical to monitor, as it may impact the stock's price movement.
Risk Management: Stop-loss levels should be set at $0.15, with position sizing considerations based on market volatility and risk tolerance.
Please let me know if you need any further assistance or modifications to this report.
Generated
News
All AZTR news →
AZTR Options Activity & IV Rank
Loading options activity...
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
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—
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
Risk Metrics
Beta: 0.3179
Alpha: -24.56%
Correlation: 0.0235
R-Squared: 0.1%
Stock Volatility: 172.4%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 243
Period: 252 trading days
Data Points: 243
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own AZTR
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $14K | #6208 of 6285 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
AZTR Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
AZTR Insider Trading (Form 4)
Latest: 2026-06-18Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-06-18 | Francisco D. Salva | President and CEO | Conv (C) | +4,064,050 | — | EDGAR | |
| 2026-04-22 | Norm Staskey | Chief Financial Officer | Grant (A) | +35,524 opt | — | EDGAR | |
| 2026-04-22 | Francisco D. Salva | President and CEO | Grant (A) | +220,879 opt | — | EDGAR | |
| 2026-04-22 | Travis Whitfill | Chief Operating Officer | Grant (A) | +64,300 opt | — | EDGAR | |
| 2026-03-20 | Francisco D. Salva | President and CEO | Buy (P) | +8,128,600 RSU | — | EDGAR | |
| 2025-12-22 | John R. Schroer | Director | Grant (A) | +3,003 opt | — | EDGAR | |
| 2025-12-22 | Travis Whitfill | Chief Operating Officer | Grant (A) | +23,724 opt | — | EDGAR | |
| 2025-12-22 | Francisco D. Salva | President and CEO | Grant (A) | +59,309 opt | — | EDGAR | |
| 2025-12-22 | Norm Staskey | Chief Financial Officer | Grant (A) | +15,015 opt | — | EDGAR | |
| 2025-12-22 | Barbara Ryan | Director | Grant (A) | +3,003 opt | — | EDGAR | |
| 2024-04-01 | Norm Staskey | Chief Financial Officer | Buy (P) | +47,600 | $0.21 | $10.0K | EDGAR |
| 2024-02-15 | Travis Whitfill | Chief Operating Officer | Buy (P) | +15,000 | $0.30 | $4.5K | EDGAR |
| 2024-02-15 | Francisco D. Salva | President and CEO | Buy (P) | +333,300 | $0.30 | $100.0K | EDGAR |
| 2024-02-15 | Norm Staskey | Chief Financial Officer | Buy (P) | +3,300 | $0.30 | $990 | EDGAR |
| 2023-10-03 | Travis Whitfill | Chief Operating Officer | Grant (A) | +10,000 opt | — | 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.
AZTR Insider Holdings
3 insiders · @ $1.53
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 | Francisco D. Salva | President and CEO | 408,629 | $625.2K | $100.0K | 6 | 2026-06-18 |
| 2 | Travis Whitfill | Chief Operating Officer | 167 | $256 | $4.5K | 5 | 2026-04-22 |
| 3 | Norm Staskey | Chief Financial Officer | 26 | $40 | $11.0K | 5 | 2026-04-22 |
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.
AZTR Board & Officers
As of SEC filings through Jun 18, 2026Directors 4
- Barbara Ryan · since Jun 15, 2023
- Francisco D. Salva · since Jun 15, 2023
- John R. Schroer · since Jun 15, 2023
- Travis Whitfill · since Jun 15, 2023
Officers 3
- Francisco D. Salva · President and CEO · since Jun 15, 2023
- Norm Staskey · Chief Financial Officer · since Jun 15, 2023
- Travis Whitfill · Chief Operating Officer · since Jun 15, 2023
Changes in the last 10 years (30)
| Jun 15, 2023 | Travis Whitfill became a director |
| Jun 15, 2023 | Travis Whitfill became Chief Operating Officer |
| Jun 15, 2023 | Norm Staskey became Chief Financial Officer |
| Jun 15, 2023 | Leslie W. Kreis became a 10% owner |
| Jun 15, 2023 | John R. Schroer became a director |
| Jun 15, 2023 | Francisco D. Salva became a director |
| Jun 15, 2023 | Francisco D. Salva became President and CEO |
| Jun 15, 2023 | Cavu Management, LP became a 10% owner |
| Jun 15, 2023 | Cavu Advisors, LLC became a 10% owner |
| Jun 15, 2023 | Bios Equity Partners, LP became a 10% owner |
| Jun 15, 2023 | Bios Equity Partners II, LP became a 10% owner |
| Jun 15, 2023 | Bayer World Investments B.V. became a 10% owner |
| Jun 15, 2023 | Bayer US Holding LP became a 10% owner |
| Jun 15, 2023 | Bayer Healthcare LLC became a 10% owner |
| Jun 15, 2023 | Barbara Ryan became a director |
| Jun 15, 2023 | BIOS Fund III, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund III QP, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund III NT, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund II, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund II QP, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund II NT, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund I, LP became a 10% owner |
| Jun 15, 2023 | BIOS Fund I QP, LP became a 10% owner |
| Jun 15, 2023 | BIOS Equity Partners III, LP became a 10% owner |
| Jun 15, 2023 | BIOS Capital Management, LP became a 10% owner |
| Jun 15, 2023 | BIOS Azitra Co-Invest I, LP became a 10% owner |
| Jun 15, 2023 | BIOS Advisors GP, LLC became a 10% owner |
| Jun 15, 2023 | Andrew McClary became a director |
| Jun 15, 2023 | Aktiengesellschaft Bayer became a 10% owner |
| Jun 15, 2023 | Aaron G.L. Fletcher became a 10% owner |
Not reported recently (23)
- Bayer Healthcare LLC · Last reported as a 10% owner in an SEC filing dated Jul 24, 2023
- Bayer World Investments B.V. · Last reported as a 10% owner in an SEC filing dated Jul 24, 2023
- Bayer US Holding LP · Last reported as a 10% owner in an SEC filing dated Jul 24, 2023
- Aktiengesellschaft Bayer · Last reported as a 10% owner in an SEC filing dated Jul 24, 2023
- Andrew McClary · Last reported as a director in an SEC filing dated Jun 29, 2023
- BIOS Azitra Co-Invest I, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund III, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund III NT, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Equity Partners III, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Capital Management, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Advisors GP, LLC · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund III QP, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Aaron G.L. Fletcher · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Bios Equity Partners II, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund I, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund II QP, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund II NT, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Cavu Management, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Bios Equity Partners, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund I QP, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Cavu Advisors, LLC · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- BIOS Fund II, LP · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
- Leslie W. Kreis · Last reported as a 10% owner in an SEC filing dated Jun 23, 2023
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AZTR Proposed Insider Sales (Form 144)
Latest: 2024-09-16
? 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. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
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 |
|---|---|---|---|---|---|---|---|---|
| 2024-09-16 | KDT VENTURES FUND I, LP | Former Director | 9,730 | — | 2024-09-13 | 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. Market-wide feed: Planned sales (Form 144).
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.