BK Bank of New York Mellon Corporation

XNYS 137.38 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history 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.

BK $137.38 —
Key stats
$137.38
52-Week Range
$105.42 – $139.15
YTD
+17.38%
IV Rank (30D)
29.95
Straddle Price
$8.68
P/C Vol Ratio
0.28
Market Cap
$94.1B
Open
$136.91
Day Range
$135.70 – $138.62
Volume
3,073,081
Prev Close
$136.32
About
Industry (SIC)
STATE COMMERCIAL BANKS (6022) · industry map
Exchange
XNYS
Market Cap
$94.1B
Employees
47,200
List Date
1969-12-04
CIK
0001390777
Headquarters
New York, NY
Homepage
https://www.bny.com

Bank of New York Mellon is a global investment company involved in managing and servicing financial assets throughout the investment lifecycle. The bank provides financial services for institutions, corporations, and individual investors, delivering investment management and services in 35 countries and more than 100 markets. BNY is the largest global custody bank in the world, with $59.3 trillion in under custody or administration (as of December 2025), and can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute, or restructure investments.…

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
Insufficient price history — listed 20777 days ago. Seasonality patterns need at least one full year of data.
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: $133.95
SMA 50: $127.38
SMA 200: $115.79
Current: $137.16
EMA 12: $134.84
EMA 26: $132.74
MACD: 2.0980 | Signal: -0.0178
BULLISH
ADX (14): 30.39
TREND
+DI: 27.13
−DI: 11.07

Momentum Oscillators

RSI (14): 64.52
NEUTRAL
Stoch %K: 82.47
Stoch %D: 79.74
Williams %R: -17.31

Volume & Volatility

BB Upper: $137.60
BB Lower: $130.30
NEUTRAL
OBV: 348,463,142
Vol SMA 20: 3,463,328
Vol ROC: -24.02%
ATR: $2.79
True Range: $2.93
HV 20: 16.4%
HV 30: 17.2%
HV 60: 19.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-05-22T00:00:00 – 2026-05-20T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: BK

Executive Summary Overall Assessment: NEUTRAL (6/10) Key Drivers: + Strong technical signals, with MACD indicating bullish momentum + Positive recent news headlines, driving sentiment Primary Risks: + High implied volatility, increasing options premiums + Moderate beta, indicating some stock-specific risk

Technical Analysis

Trend Direction: Short-term: UP, Medium-term: UP, Long-term: NEUTRAL

Support/Resistance Levels: SMA 20: $133.95 (support) EMA 12: $134.84 (resistance)

Momentum Signals: RSI interpretation: Neutral (64.52) MACD signal: Bullish (2.10 / Signal: -0.02 / Histogram: 2.12) Bollinger Bands position: Neutral (price touching middle band)

Volume Analysis: Volume SMA 20: 3463328.76 On-Balance Volume (OBV): 348463142.20 Volume Rate of Change: -24.02% (indicating decreasing volume)

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines dominated, driving sentiment.

Sentiment Assessment: Aggregate sentiment is POSITIVE

Catalyst Identification: Upcoming earnings and product launches may drive stock price moves.

Market Narrative: Recent news aligns with technical signals, indicating a bullish trend.

Risk & Volatility Assessment

Beta Interpretation: Beta of 0.84 indicates moderate volatility - stock generally follows market.

Volatility Regime: Current vs historical volatility levels: High (IV Premium vs HV30 = 479.5%)

Options Market Signals: IV Rank: Medium, Put/Call Ratio: 0.28 (Bullish sentiment)

Downside Protection: Support at $133.95 and potential for price mean reversion

Market Context & Positioning

Sector Performance: Relative strength vs sector/market: NEUTRAL Institutional Activity: Volume patterns suggesting institutional interest in options market.

Correlation Analysis: Stock moves relatively closely with market (R-squared interpretation)

Relative Valuation: Position within trading range - no clear overvaluation/undervaluation signals

Key Levels & Action Items

Critical Price Levels: Support at $133.95, resistance at $134.84 Breakout/Breakdown Levels: Above $137.60 (upper Bollinger Band) or below $130.30 (lower Bollinger Band) Time-Sensitive Catalysts: Earnings and product launches

Risk Management: Stop-loss levels: 10% below current price, position sizing considerations based on volatility.

This comprehensive analysis provides an in-depth look at the stock's technical signals, recent news headlines, and market context. The overall assessment is NEUTRAL (6/10), indicating a moderate level of confidence. Key drivers include strong technical signals and positive recent news headlines. Primary risks include high implied volatility and moderate beta.

Generated
Earnings History
15 of 20 under expected move
Avg Expected Move
4.02%
Avg Actual Move
3.04%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-20 Pre-Market 4.08% 7.27% 1.78x Exceeded
2021-04-16 Pre-Market 3.96% 4.04% 1.02x Exceeded
2021-07-15 Pre-Market 3.41% 1.22% 0.36x Within
2021-10-19 Pre-Market 4.34% 0.42% 0.10x Within
2022-07-15 Pre-Market 3.56% 7.34% 2.06x Exceeded
2022-10-17 Pre-Market 5.21% 5.08% 0.98x Within
2023-01-13 Pre-Market 3.90% 1.81% 0.46x Within
2023-04-18 Pre-Market 5.47% 1.49% 0.27x Within
2023-07-18 Pre-Market 5.58% 4.11% 0.74x Within
2023-10-17 Pre-Market 4.54% 3.82% 0.84x Within
2024-01-12 Pre-Market 4.17% 4.02% 0.96x Within
2024-04-16 Pre-Market 4.90% 1.98% 0.40x Within
2024-07-12 Pre-Market 4.33% 5.24% 1.21x Exceeded
2024-10-11 Pre-Market 4.53% 0.40% 0.09x Within
2025-01-15 Pre-Market 4.28% 8.03% 1.88x Exceeded
2025-04-11 After-Close 1.00% 0.19% 0.19x Within
2025-07-15 Pre-Market 4.12% 0.09% 0.02x Within
2025-10-16 After-Close 2.37% 0.69% 0.29x Within
2026-01-13 After-Close 2.85% 1.35% 0.47x Within
2026-04-16 Pre-Market 3.83% 2.18% 0.57x Within

Earnings calendar: this week’s reports with expected vs actual moves →

BK Options Activity & IV Rank

BK IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 26.6%
7-DTE IV: —
Expected Move: $8.68
7-DTE Move: $8.68
Days to Exp: 29 (2026-06-18)

Options Flow

Call Volume: 1,279
Put Volume: 360
P/C Volume: 0.281
BULLISH
Call OI: 13,557
Put OI: 36,665
P/C OI: 2.705
Total OI: 50,222

ATM Options Pricing

ATM Call: $5.75
ATM Put: $2.92
Call %: 4.2%
Put %: 2.1%

Chain Summary

Chain Volume: 6,566
Chain OI: 114,421
Last Updated: 5/20/2026
Spread Scanner GPU
Full Algorithm Docs ↗

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.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 10th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
10%
vs own history
GEX tilt
-0.10
OI-weighted, today
Vanna tilt
+0.67
δ-sensitivity to IV
Charm tilt
-0.70
δ-decay vs time
Vanna tilt +0.67: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.70: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 26 ATM contracts, 16k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of May 20 · No data
30 DTE / 10d —
— pts EXTREME
as of May 20 · ATM 27.2% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)29.9MediumMay 20
Straddle Price (30 DTE)$8.68May 20
Beta Analysis
Insufficient price history — listed 20777 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.
Notable investors who own BK
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Markel Group Holding company
Tom Gayner
$18.0M
0.14%
#93 of 130new13F

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

BK Institutional Ownership (13F)

Latest filings — 2026-06-30
Diluted shares outstanding: 711,935,750 (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.

1 filers1 shares$37 value0.00% of float
# Filer Shares Value % of Total % of Float Period
1 HUNTINGTON NATIONAL BANK Custodian 1 $37 100.00% 0.00% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

BK Insider Trading (Form 4)

Latest: 2026-04-21
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
2026-04-21 Alfred W Zollar Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Rakefet Russak-Aminoach Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Elizabeth Robinson Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Sandra O'Connor Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Charles F Lowrey Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Jeffrey A Goldstein Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Kumara Guru Gowrappan Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Marguerite Amy Gilliland Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Joseph Echevarria Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Linda Z Cook Director Grant (A) +1,592 RSU — EDGAR
2026-04-21 Shannon Marie Hobbs Senior Executive VP Sell (S) −297 $137.05 -$40.7K EDGAR
2026-04-21 J Kevin McCarthy SEVP & General Counsel Sell (S) −30,000 $136.50 -$4.09M EDGAR
2026-04-21 Kurtis R. Kurimsky Corporate Controller Sell (S) −5,290 $136.02 -$719.5K EDGAR
2026-04-21 Alejandro Perez Sr. Executive Vice President Mixed −13,504 $137.01 -$1.71M EDGAR
2026-04-03 Joseph Echevarria Director Award (A) +743 $120.97 $90.0K 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.

BK Insider Holdings

16 insiders · @ $137.16
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 Robin A. Vince Chairman & CEO 752,246 $103.18M $0 20 2026-02-25
2 Dermot McDonogh Chief Financial Officer 280,527 $38.48M $0 14 2026-03-03
3 Senthilkumar Santhanakrishnan Senior Exec VP 198,480 $27.22M -$901.8K 23 2025-02-28
4 Jose Minaya Senior Executive VP 183,864 $25.22M $0 5 2026-03-03
5 Catherine Keating Sr. Exec. Vice President 87,542 $12.01M -$10.00M 26 2025-04-16
6 Rajashree Datta Senior Executive VP 68,367 $9.38M $0 3 2026-03-03
7 Joseph Echevarria Director 65,799 $9.03M $0 63 2026-04-21
8 Alejandro Perez Sr. Executive Vice President 64,418 $8.84M -$1.71M 1 2026-04-21
9 Jayee Koffey Sr. Exec. Vice President 58,983 $8.09M $0 9 2026-02-18
10 J Kevin McCarthy SEVP & General Counsel 50,237 $6.89M -$21.47M 54 2026-04-21
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.

BK Board & Officers

As of SEC filings through Oct 5, 2026

Directors 13

Officers 9

Changes in the last 10 years (62)
Aug 11, 2026Vikram Malhotra became a director
Apr 14, 2026Alejandro Perez became Sr. Executive Vice President
Dec 11, 2025Robin A. Vince listed as Chairman & CEO (previously President & CEO) in SEC filings
Dec 9, 2025Charles F Lowrey became a director
Mar 31, 2025Rajashree Datta became Senior Executive VP
Jan 7, 2025The company announced the departure of Catherine Keating as Sr. Exec. Vice President in an SEC filing
Sep 3, 2024Jose Minaya became Senior Executive VP
Jun 3, 2024Shannon Marie Hobbs became Senior Executive VP
Apr 9, 2024Rakefet Russak-Aminoach became a director
Mar 4, 2024The company announced the departure of Roman Regelman as Sr. Executive Vice President in an SEC filing
Aug 8, 2023Jayee Koffey became Sr. Exec. Vice President
Jun 26, 2023The company announced the departure of Frederick Terrell from the board in an SEC filing
Feb 17, 2023Robin A. Vince first listed as a director in an SEC filing
Feb 15, 2023Dermot McDonogh listed as Chief Financial Officer (previously Sr. Executive Vice President) in SEC filings
Feb 10, 2023Emily Hope Portney listed as Sr. Executive Vice President (previously Chief Financial Officer) in SEC filings
Jan 19, 2023Robin A. Vince listed as President & CEO (previously Vice Chair) in SEC filings
Nov 2, 2022Thomas P Gibbons reported in an SEC filing no longer being a director
Nov 2, 2022Thomas P Gibbons reported in an SEC filing no longer being Chief Executive Officer
Nov 1, 2022Dermot McDonogh became Sr. Executive Vice President
Feb 7, 2022The company announced the departure of Samuel C Scott III from the board in an SEC filing
Not reported recently (30)
  • Senthilkumar Santhanakrishnan · Last reported as Senior Exec VP in an SEC filing dated Feb 28, 2025
  • Hanneke Smits · Last reported as Sr. Exec. Vice President in an SEC filing dated Oct 17, 2024
  • Jolen Anderson · Last reported as Senior Exec VP in an SEC filing dated Aug 1, 2023
  • Emily Hope Portney · Last reported as Sr. Executive Vice President in an SEC filing dated Mar 10, 2023
  • Bridget E. Engle · Last reported as Sr. Exec. Vice President in an SEC filing dated Feb 28, 2023
  • Hani A. Kablawi · Last reported as Sr. Executive Vice President in an SEC filing dated Feb 28, 2023
  • Akash Shah · Last reported as Sr Executive Vice President in an SEC filing dated Feb 28, 2023
  • Francis J. La Salla · Last reported as Sr. Executive Vice President in an SEC filing dated Feb 23, 2022
  • Jeffrey D Landau · Last reported as Sr. Exec Vice President in an SEC filing dated Feb 15, 2022
  • Edmund F Kelly · Last reported as a director in an SEC filing dated Apr 21, 2021
  • Jennifer B. Morgan · Last reported as a director in an SEC filing dated Apr 5, 2021
  • Mitchell E. Harris · Last reported as Sr. Executive Vice President in an SEC filing dated Jul 23, 2020
  • Michael P. Santomassimo · Last reported as Sr. Exec.VP & CFO in an SEC filing dated Feb 28, 2020
  • Lester Owens · Last reported as Sr. Executive Vice President in an SEC filing dated Feb 14, 2020
  • John M Hinshaw · Last reported as a director in an SEC filing dated Oct 3, 2019
  • Steven D Black · Last reported as a director in an SEC filing dated Oct 3, 2019
  • William M Daley · Last reported as Vice Chairman in an SEC filing dated Jul 22, 2019
  • Edward P Garden · Last reported as a director in an SEC filing dated May 6, 2019
  • Trian Fund Management, L.p. · Last reported as a director in an SEC filing dated May 6, 2019
  • Monique Herena · Last reported as Sr. Executive Vice President in an SEC filing dated Feb 28, 2019
  • James S Wiener · Last reported as Chief Risk Officer in an SEC filing dated Feb 28, 2019
  • Charles W Scharf · Last reported as a director in an SEC filing dated Feb 20, 2019
  • Mark A Nordenberg · Last reported as a director in an SEC filing dated Apr 24, 2018
  • Douglas H. Shulman · Last reported as Sr. Executive Vice President in an SEC filing dated Feb 28, 2018
  • Brian T Shea · Last reported as Vice Chairman in an SEC filing dated Nov 7, 2017
  • Michelle M. Neal · Last reported as Managing Director in an SEC filing dated Aug 16, 2017
  • Nicholas M Donofrio · Last reported as a director in an SEC filing dated Aug 15, 2017
  • John A Luke Jr · Last reported as a director in an SEC filing dated Apr 25, 2017
  • Catherin A Rein · Last reported as a director in an SEC filing dated Feb 14, 2017
  • Karen B Peetz · Last reported as President in an SEC filing dated Nov 14, 2016
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.

BK Proposed Insider Sales (Form 144)

Latest: 2026-08-27
Last 30d: 0 filings  ·  Last 90d: 3 filings · $6.7M notice value · 3 unique filers · 33% 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. 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.

Top 90-day filers: Dermot McDonogh (1, $4.8M) · Jose Minaya (1, $1.7M) · Hobbs Shannon Marie (1, $142K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-27 Jose Minaya Officer 10,560 $1.72M 2026-08-27 J.P. Morgan Securities LLC 10b5-1 EDGAR
2026-08-05 Hobbs Shannon Marie Former Officer 891 $142.3K 2026-08-05 Fidelity Brokerage Services LLC — EDGAR
2026-07-29 Dermot McDonogh Officer 31,800 $4.85M 2026-07-29 Goldman Sachs & Co. LLC — EDGAR
2026-04-17 Hobbs Shannon Marie Officer 297 $40.7K 2026-04-17 Fidelity Brokerage Services LLC — EDGAR
2026-04-17 Kurimsky Kurtis R. Officer 5,290 $719.5K 2026-04-17 Fidelity Brokerage Services LLC — EDGAR
2026-04-17 Alejandro Perez Officer 12,504 $1.69M 2026-04-17 Goldman Sachs & Co. LLC — EDGAR
2026-04-17 McCarthy J. Kevin Officer 30,000 $4.05M 2026-04-17 UBS Financial Services, Inc. — EDGAR
2025-07-22 McCarthy J. Kevin Officer 20,000 $1.97M 2025-07-22 UBS Financial Services, Inc. — EDGAR
2025-04-29 McCarthy J. Kevin Officer 30,000 $2.37M 2025-04-29 UBS Financial Services, Inc. — EDGAR
2025-04-14 Keating Catherine Officer 65,474 $5.06M 2025-04-14 Fidelity Brokerage Services 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).
Recent SEC Filings
Latest: 2026-05-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-23 0001193125-26-173843 EDGAR
2026-04-16 0001390777-26-000042 EDGAR
2026-03-05 0001193125-26-094111 EDGAR
2026-02-26 0001193125-26-073612 EDGAR
2026-01-22 0001193125-26-019554 EDGAR
2026-01-13 0001390777-26-000004 EDGAR
2025-12-11 0001193125-25-315973 EDGAR
2025-10-16 0001390777-25-000144 EDGAR
2025-09-23 0001193125-25-213396 EDGAR
2025-09-11 0001193125-25-200823 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-25 0001390777-26-000033 EDGAR
2025-02-27 0001390777-25-000046 EDGAR
2024-02-28 0001390777-24-000051 EDGAR
2023-02-27 0001390777-23-000033 EDGAR
2022-02-25 0001390777-22-000043 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-01 0001390777-26-000060 EDGAR
2025-10-31 0001390777-25-000159 EDGAR
2025-08-01 0001390777-25-000118 EDGAR
2025-05-02 0001390777-25-000084 EDGAR
2024-11-01 0001390777-24-000133 EDGAR
2024-08-02 0001390777-24-000105 EDGAR
2024-05-03 0001390777-24-000075 EDGAR
2023-11-03 0001390777-23-000103 EDGAR
2023-08-04 0001390777-23-000081 EDGAR
2023-05-05 0001390777-23-000046 EDGAR
ETF Holders
2 ETFs hold BK
2 shown · $927.15K total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 SPVU Invesco S&P 500 Enhanced Value ETF Invesco 0.72% $927,153 — 2026-04-30
2 SPLG SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.13% — — 2025-10-29
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.

Trailing P/E
—
TTM Diluted EPS
$8.06
TTM Revenue
$40.87B
TTM Net Income
$5.72B
TTM Op. Cash Flow
$3.31B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$9.86B$1.56B$2.24$-3.01B
Q4 '252025-12-31$10.14B$1.43B$2.01$5.18B
Q3 '252025-09-30$10.44B$1.34B$1.88$-1.06B
Q2 '252025-06-30$10.43B$1.39B$1.93$2.20B
Q1 '252025-03-31$9.76B$1.15B$1.58$412.00M
Q4 '242024-12-31$10.12B$1.13B$1.54$1.55B
Q3 '242024-09-30$10.25B$1.11B$1.50$-312.00M
Q2 '242024-06-30$9.96B$1.14B$1.52$2.13B
Q1 '242024-03-31$9.58B$953.00M$1.25$-2.68B
Q4 '232023-12-31$9.22B$162.00M$0.23$-2.07B
Q3 '232023-09-30$8.92B$958.00M$1.23$5.04B
Q2 '232023-06-30$8.63B$1.04B$1.31$1.15B
Q1 2026 • period ending 2026-03-31 • filed 2026-05-01
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
0.00
P/B
—
P/S
—
EV/EBITDA
—
EV/Sales
—
ROE
12.6%
ROA
1.0%
Div Yield
1.81%
FCF Yield
—
Debt/Equity
0.72
Current Ratio
—
Market Cap
$0.00
as of 2026-05-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
11.02M
SI % of Float
1.60%
Days to Cover
3.17
Short Vol Ratio
73.2%
Free Float
686.44M
Float %
99.7%
Short interest 2026-05-15 • Short volume 2026-05-20 • Float 2026-02-20