BJs Wholesale Club Holdings, Inc. Common Stock(BJ)
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.
BJ
$92.58
—
Snapshot
$92.58
- 52-Week Range
- $83.21 – $110.92
- YTD
- +0.71%
- IV Rank (30D)
- 28.18
- Straddle Price
- $9.38
- P/C Vol Ratio
- 0.45
- Market Cap
- $11.9B
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.58% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 9.77% |
| Volatility Risk Premium | +19.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 26.5% |
| Rev. Growth (YoY, DCF input) | +5.2% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 26.9% |
| Book / Price | 17.4% |
| Gross Margin (TTM) | 18.5% |
| FCF Margin (TTM) | 1.0% |
| Debt / Equity | 0.19 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +27.5% (reverse-DCF on current price) |
| SMA 50 | $89.81 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $87.79 |
| Bollinger Width / SMA20 | 10.6% (drives anchor stability) |
| Net Debt | $0.4B |
| Market Cap | $12B |
Peers used for multiples: ACI, COST, DG, DLTR, KO, PG, TGT, WMT
Model Conviction
59%
20-Day Fair Value
≈ by Aug 17, 2026
$93.27
α -0.1%
rank 49%
40-Day Fair Value
≈ by Sep 15, 2026
$90.65
α -2.9%
rank 49%
60-Day Fair Value
≈ by Oct 14, 2026
$85.79
α -8.1%
rank 49%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $24.57 | 24% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $107.59 | 11% | median 23.5× · 8 peers |
| Peer EV/EBITDA | $117.39 | 11% | median 13.5× · 8 peers |
| Peer P/B | $107.47 | 2% | median 6.6× · 8 peers |
| Peer P/S | $217.12 | 7% | median 1.2× · 8 peers |
| Market Anchor (SMA50) | $89.81 | 46% | stability 97% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- RETAIL-VARIETY STORES (5331)
- Exchange
- XNYS
- Market Cap
- $11.9B
BJ's Wholesale Club, founded in 1984, operates a membership-based warehouse club model primarily along the US East Coast, with roughly 260 clubs and a growing domestic presence across 21 states. In fiscal 2025, the company generated over $21 billion in revenue. BJ's offers a value-oriented assortment skewed toward grocery, perishables, and consumables (72% of sales), general merchandise (11%), and gasoline (17%). Its business model is supported by recurring membership fee income and private-label brands such as Wellsley Farms and Berkley Jensen.
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 | +2.60% | 8 |
| Feb | +0.82% | 8 |
| Mar | +11.74% | 8 |
| Apr | +0.45% | 8 |
| May | +0.70% | 8 |
| Jun | +3.85% | 9 |
| Jul | +2.84% | 9 |
| Aug | +6.80% | 8 |
| Sep | -1.71% | 8 |
| Oct | -2.64% | 8 |
| Nov | +2.46% | 8 |
| Dec | -3.73% | 8 |
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: $88.12
SMA 50: $89.79
SMA 200: $92.98
Current: $93.40
EMA 12: $89.83
EMA 26: $89.25
MACD: 0.5745 | Signal: 0.7946
BEARISH
ADX (14): 13.30
RANGE
+DI: 33.30
−DI: 17.14
Momentum Oscillators
RSI (14): 61.56
NEUTRAL
Stoch %K: 85.25
Stoch %D: 85.77
Williams %R: -20.73
Volume & Volatility
BB Upper: $92.86
BB Lower: $83.38
OVERBOUGHT
OBV: -30,249,361
Vol SMA 20: 2,064,886
Vol ROC: -18.73%
ATR: $2.73
True Range: $3.79
HV 20: 29.7%
HV 30: 30.2%
HV 60: 33.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
6 of 6 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-11-21 | Pre-Market | 9.31% | 8.09% | 0.87x | Within |
| 2025-05-22 | Pre-Market | 9.87% | 1.30% | 0.13x | Within |
| 2025-08-22 | Pre-Market | 9.42% | 8.57% | 0.91x | Within |
| 2025-11-21 | Pre-Market | 6.78% | 1.37% | 0.20x | Within |
| 2026-03-05 | Pre-Market | 8.55% | 0.72% | 0.08x | Within |
| 2026-05-22 | Pre-Market | 9.05% | 8.51% | 0.94x | Within |
Options Activity
- IV Rank (30D)
- 28.18
- IV Rank (7D)
- 100
- Avg IV
- 49.7%
- Straddle (30D)
- $9.38
- Straddle (7D)
- $3.15
- P/C Volume
- 0.45
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- -0.48
- Correlation (SPY)
- -20.4%
- R²
- 0.04
- Ann. Volatility
- 29.9%
- SPY Volatility
- 12.6%
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 131,472,000 (as of 2026-05-02)
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.
16 filers$84.16M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $29.61M | 35.19% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $19.19M | 22.80% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $16.85M | 20.02% | 2026-03-31 |
| 4 | D. E. Shaw & Co., Inc. Custodian | $5.41M | 6.43% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $4.13M | 4.90% | 2025-09-30 |
| 6 | Cubist Systematic Strategies, LLC | $3.54M | 4.21% | 2025-09-30 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $1.71M | 2.03% | 2026-03-31 |
| 8 | Squarepoint Ops LLC | $1.13M | 1.34% | 2026-03-31 |
| 9 | Walleye Capital LLC | $1.10M | 1.31% | 2026-03-31 |
| 10 | Walleye Trading LLC | $600.36K | 0.71% | 2026-03-31 |
| 11 | TUDOR INVESTMENT CORP ET AL | $314.94K | 0.37% | 2026-03-31 |
| 12 | Alphadyne Asset Management LP | $187.00K | 0.22% | 2026-03-31 |
| 13 | PEAK6 LLC | $157.47K | 0.19% | 2026-03-31 |
| 14 | B. Riley Wealth Advisors, Inc. | $107.21K | 0.13% | 2026-06-30 |
| 15 | Arkadios Wealth Advisors | $98.42K | 0.12% | 2026-03-31 |
| 16 | HAP TRADING, LLC | $11.30K | 0.01% | 2025-09-30 |
17 filers$82.27M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $22.86M | 27.79% | 2026-03-31 |
| 2 | Eisler Capital Management Ltd. | $13.97M | 16.98% | 2025-09-30 |
| 3 | JANE STREET GROUP, LLC Custodian | $13.16M | 15.99% | 2026-03-31 |
| 4 | BALYASNY ASSET MANAGEMENT L.P. | $7.38M | 8.97% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $6.83M | 8.30% | 2025-09-30 |
| 6 | BNP PARIBAS FINANCIAL MARKETS Custodian | $3.92M | 4.76% | 2026-03-31 |
| 7 | CITADEL ADVISORS LLC Custodian | $3.89M | 4.73% | 2026-03-31 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $2.46M | 2.99% | 2026-03-31 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $2.46M | 2.99% | 2026-03-31 |
| 10 | Cubist Systematic Strategies, LLC | $1.40M | 1.70% | 2025-09-30 |
| 11 | Verition Fund Management LLC | $846.41K | 1.03% | 2026-03-31 |
| 12 | Walleye Capital LLC | $836.57K | 1.02% | 2026-03-31 |
| 13 | Walleye Trading LLC | $738.15K | 0.90% | 2026-03-31 |
| 14 | TUDOR INVESTMENT CORP ET AL | $620.05K | 0.75% | 2026-03-31 |
| 15 | RAYMOND JAMES FINANCIAL INC Custodian | $560.50K | 0.68% | 2026-03-31 |
| 16 | TWO SIGMA INVESTMENTS, LP | $295.26K | 0.36% | 2026-03-31 |
| 17 | Alphadyne Asset Management LP | $49.21K | 0.06% | 2026-03-31 |
Insider Activity
Latest: 2026-07-17
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-17 | Robert W. Eddy | President & CEO | Sell (S) | −8,000 | $90.67 | -$725.4K | EDGAR |
| 2026-06-22 | Kenneth M. Parent | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Steven L Ortega | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Robert Allan Steele | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Darryl Brown | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | David A Burwick | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Michelle J. Gloeckler | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Cathy Marie Robinson | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Christopher H Peterson | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-22 | Maile Naylor | Director | Award (A) | +2,288 | — | EDGAR | |
| 2026-06-17 | Robert W. Eddy | President & CEO | Sell (S) | −8,000 | $90.41 | -$723.3K | EDGAR |
| 2026-06-12 | Scott Schmadeke | EVP, Chief Operations Officer | Sell (S) | −16,500 | $92.17 | -$1.52M | EDGAR |
| 2026-05-19 | Robert W. Eddy | President & CEO | Sell (S) | −8,000 | $96.12 | -$769.0K | EDGAR |
| 2026-04-17 | Robert W. Eddy | President & CEO | Sell (S) | −8,000 | $91.02 | -$728.1K | EDGAR |
| 2026-04-17 | Joseph McGrail | SVP, Controller | Sell (S) | −2,050 | $91.19 | -$186.9K | 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
39 insiders · @ $93.40
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 | CVC European Equity V Ltd | 10%+ Owner | 28,502,024 | $2.66B | -$1.13B | 1 | 2018-10-02 |
| 2 | Tommy Yin | Director | 28,502,024 | $2.66B | -$390.90M | 1 | 2018-10-01 |
| 3 | CVC Beacon GP LLC | 10%+ Owner | 18,727,024 | $1.75B | -$720.81M | 1 | 2019-03-14 |
| 4 | Leonard Green & Partners, L.P. | Director | 13,967,908 | $1.30B | -$2.16B | 1 | 2019-03-14 |
| 5 | CVC Beacon LP | 10%+ Owner | 9,977,024 | $931.85M | -$643.91M | 1 | 2019-06-11 |
| 6 | John Kristofer Galashan | Director | 3,029,939 | $283.00M | -$923.62M | 4 | 2019-09-17 |
| 7 | LGP MANAGEMENT INC | Director | 2,232,287 | $208.50M | -$1.93B | 1 | 2019-06-11 |
| 8 | Green V Holdings, LLC | Director | 866,125 | $80.90M | -$3.52B | 1 | 2018-10-01 |
| 9 | Lee Delaney | President & CEO | 328,801 | $30.71M | -$6.69M | 19 | 2021-04-07 |
| 10 | Robert W. Eddy | President & CEO | 293,730 | $27.43M | -$91.89M | 76 | 2026-06-17 |
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: 2026-07-15
? Form 144 Guide
Last 30d:
1 filing
· $2.0M notice value
· Last 90d:
2 filings
· $3.6M notice value
· 2 unique filers
· 50% 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Robert Eddy (1, $2.0M) · Scott Schmadeke (1, $1.5M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-15 | Robert Eddy | CEO | 24,000 | $2.04M | 2026-07-15 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-06-10 | Scott Schmadeke | Officer | 16,500 | $1.52M | 2026-06-10 | Merrill Lynch | — | EDGAR |
| 2026-04-15 | Robert Eddy | CEO | 24,000 | $2.18M | 2026-04-15 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-04-15 | Joseph McGrail | Officer | 2,050 | $186.9K | 2026-04-15 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-04-10 | Timothy Morningstar | Officer | 14,872 | $1.34M | 2026-04-10 | Merrill Lynch | — | EDGAR |
| 2026-02-17 | Laura Felice | Officer | 87,167 | $9.14M | 2026-02-17 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-12-05 | William Werner | Officer | 7,000 | $637.7K | 2025-12-05 | Merrill Lynch | — | EDGAR |
| 2025-11-03 | Robert Eddy | Officer | 17,898 | $1.61M | 2025-11-03 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-09-17 | Graham Luce | Officer | 6,300 | $629.1K | 2025-09-17 | Merrill Lynch | — | EDGAR |
| 2025-08-01 | Eddy Robert W. | Officer | 53,700 | $5.85M | 2025-08-01 | Merrill Lynch | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-22 | 0001531152-26-000026 | EDGAR |
| 2026-03-05 | 0001531152-26-000003 | EDGAR |
| 2025-11-21 | 0001531152-25-000127 | EDGAR |
| 2025-08-22 | 0001531152-25-000097 | EDGAR |
| 2025-06-20 | 0001104659-25-061197 | EDGAR |
| 2025-05-22 | 0001531152-25-000050 | EDGAR |
| 2025-03-06 | 0001531152-25-000006 | EDGAR |
| 2024-11-21 | 0001531152-24-000157 | EDGAR |
| 2024-11-12 | 0001104659-24-116403 | EDGAR |
| 2024-11-04 | 0001104659-24-113883 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-03-12 | 0001531152-26-000007 | EDGAR |
| 2025-03-14 | 0001531152-25-000013 | EDGAR |
| 2024-03-18 | 0001531152-24-000026 | EDGAR |
| 2023-03-16 | 0001531152-23-000026 | EDGAR |
| 2022-03-17 | 0001531152-22-000007 | EDGAR |
| 2021-03-19 | 0001437749-21-006555 | EDGAR |
| 2020-03-19 | 0001531152-20-000014 | EDGAR |
| 2019-03-25 | 0001531152-19-000010 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-28 | 0001531152-26-000030 | EDGAR |
| 2025-11-26 | 0001531152-25-000131 | EDGAR |
| 2025-08-28 | 0001531152-25-000105 | EDGAR |
| 2025-05-29 | 0001531152-25-000057 | EDGAR |
| 2024-11-27 | 0001531152-24-000161 | EDGAR |
| 2024-08-29 | 0001531152-24-000135 | EDGAR |
| 2024-05-30 | 0001531152-24-000071 | EDGAR |
| 2023-11-22 | 0001531152-23-000143 | EDGAR |
| 2023-08-25 | 0001531152-23-000111 | EDGAR |
| 2023-05-26 | 0001531152-23-000057 | 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 | 21.3 |
| P/B Ratio | 5.6 |
| P/S Ratio | 0.5 |
| EV/EBITDA | 11.3 |
| TTM Revenue | $22.0B |
| TTM Net Income | $0.6B |
| TTM EPS | $4.35 |
| ROE | 26.9% |
| Debt/Equity | 0.36 |