BLNE Beeline Holdings, Inc. Common Stock

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

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BLNE — —
Key stats
About
Industry (SIC)
MORTGAGE BANKERS & LOAN CORRESPONDENTS (6162) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
84
List Date
2013-07-23
CIK
0001534708
Next Earnings
2026-11-12 (Pre-Market)
Headquarters
Providence, RI
Homepage
https://www.makeabeeline.com

Beeline Holdings Inc is a fintech mortgage lender and title provider transforming the home loan process into a shorter, easier path than conventional mortgage lending for Americans seeking a digital experience. The group is building a fully digital, AI-powered platform that simplifies and accelerates the home financing process. The Company has built a proprietary mortgage, equity purchase and title platform leveraging developed technical tools with sophisticated language learning models and combining an appropriate amount of human interaction to create a outcome for its customers.

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
'25'26Avg
Jan-26.21%63.78%18.79%
Feb13.94%-13.85%0.04%
Mar-73.90%-20.61%-47.26%
Apr-10.43%-19.91%-15.17%
May-28.93%-32.12%-30.52%
Jun73.10%-5.43%33.83%
Jul42.22%-18.93%11.64%
Aug-25.47%-0.50%-12.98%
Sep135.71%-20.00%57.86%
Oct-15.38%-21.56%*-18.47%
Nov-19.92%---19.92%
Dec-9.95%---9.95%
Total-63.14%-70.85%-66.99%
* Only 2 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: $0.74
SMA 50: $0.90
SMA 200: $1.69
Current: $0.67
EMA 12: $0.71
EMA 26: $0.78
MACD: -0.0688 | Signal: 0.0025
BEARISH
ADX (14): 20.60
WEAK TREND
+DI: 16.87
−DI: 20.97

Momentum Oscillators

RSI (14): 37.40
NEUTRAL
Stoch %K: 20.40
Stoch %D: 22.86
Williams %R: -80.18

Volume & Volatility

BB Upper: $0.88
BB Lower: $0.60
NEUTRAL
OBV: 73,123,183
Vol SMA 20: 402,418
Vol ROC: -33.60%
ATR: $0.08
True Range: $0.04
HV 20: 91.6%
HV 30: 81.9%
HV 60: 78.1%

Data Summary

Data Points: 440
Last Updated:
Date Range: 2025-01-27T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report: BLNE

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers:

  • Bearish momentum signals from MACD
  • Overbought conditions on Bollinger Bands
  • High volatility and risk relative to market (beta >2.79)
  • Lack of recent news headlines or catalysts

Primary Risks:

  • Technical breakdown potential due to overbought conditions
  • High volatility could lead to sharp price movements
  • Beta indicates higher risk relative to the broader market

Investment Thesis: BLNE is trending downwards, driven by bearish momentum signals and overbought conditions. The stock's high volatility and beta suggest a higher risk profile, making it more suitable for aggressive traders or investors seeking leverage.

Recent News Sentiment Impact: No recent news headlines available.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bearish
  • Medium-term (1-3 months): Neutral
  • Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Key price levels from moving averages:
    • SMA 20: $1.22
    • EMA 12: $1.24
  • Technical patterns:
    • Upper Bollinger Band: $1.34

Momentum Signals:

  • RSI interpretation: Neutral (53.96)
  • MACD signal: Bearish (-0.07 / Signal: 0.04 / Histogram: -0.11)
  • Bollinger Bands position: Overbought

Volume Analysis:

  • Volume SMA 20: 426268.02
  • On-Balance Volume (OBV): 79228332.64
  • Volume Rate of Change: 25.82%

News & Sentiment Analysis

Recent Headlines Summary: No recent news headlines available.

Sentiment Assessment: Neutral

Catalyst Identification: No upcoming events or announcements to drive sentiment.

Market Narrative: Lack of recent news and mixed technical signals create a neutral market narrative.

Risk & Volatility Assessment

Risk Assessment:

  • Beta: 2.79 (high risk)
  • Volatility Regime: High
  • Options Market Signals:
    • IV rank: N/A
    • Put/call ratios: N/A
    • Unusual activity: None

Downside Protection:

  • Support levels: SMA 20 ($1.22) and EMA 12 ($1.24)
  • Risk management considerations: Stop-loss at $1.25, position sizing based on risk tolerance.

Market Context & Positioning

Market Performance: Relative strength index (RSI) indicates a neutral market.

Institutional Activity: No recent institutional buying or selling activity.

Correlation Analysis: Correlation with the broader market is 0.25, indicating some correlation but not strongly tied to the market's movements.

Relative Valuation: BLNE is trading within its historical range, but with a higher beta and volatility profile.

Key Levels & Action Items

Critical Price Levels:

  • Support: SMA 20 ($1.22) and EMA 12 ($1.24)
  • Resistance: Upper Bollinger Band ($1.34)

Breakout/Breakdown Levels:

  • Breakout above $1.35
  • Breakdown below $1.15

Time-Sensitive Catalysts: No upcoming events or announcements to drive sentiment.

Risk Management: Stop-loss at $1.25, position sizing based on risk tolerance.

Note: This analysis is based solely on the provided data and should not be considered as a buy/sell recommendation.

Generated
News
All BLNE news →

BLNE Options Activity & IV Rank

Loading options activity...
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.

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
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / 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)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 2.5471
Alpha: -141.81%
Correlation: 0.3229
R-Squared: 10.4%
Stock Volatility: 100.5%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own BLNE
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$159K
0.00%
#2921 of 3138+670.8%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

BLNE Institutional Ownership (13F)

Latest filings — 2026-09-30

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.

40 filers4,604,061 shares$5.63M value
# Filer Shares Value % of Total % of Float Period
1 Vanguard Capital Management LLC 1,098,851 $1.34M 23.80% — 2026-06-30
2 MML INVESTORS SERVICES, LLC 630,700 $769.45K 13.66% — 2026-06-30
3 Vanguard Group Inc Custodian 311,007 $534.93K 9.50% — 2025-12-31
4 Geode Capital Management, LLC Custodian 279,156 $340.73K 6.05% — 2026-06-30
5 PERKINS CAPITAL MANAGEMENT INC 238,000 $290.36K 5.16% — 2026-06-30
6 EMG Holdings, L.P. 195,781 $238.85K 4.24% — 2026-06-30
7 GSA CAPITAL PARTNERS LLP 174,799 $213.00K 3.78% — 2026-06-30
8 NewEdge Advisors, LLC 169,700 $207.03K 3.68% — 2026-06-30
9 BlackRock, Inc. Custodian 140,172 $171.01K 3.04% — 2026-06-30
10 RENAISSANCE TECHNOLOGIES LLC 130,695 $159.45K 2.83% — 2026-06-30
11 Vanguard Fiduciary Trust Co 120,043 $146.45K 2.60% — 2026-06-30
12 LPL Financial LLC Custodian 114,383 $139.55K 2.48% — 2026-06-30
13 INTEGRITY ALLIANCE, LLC. 100,000 $122.00K 2.17% — 2026-06-30
14 State Street Corp 97,420 $118.85K 2.11% — 2026-06-30
15 Relyea Zuckerberg Hanson LLC 100,100 $84.08K 1.49% — 2026-09-30
16 CITIZENS FINANCIAL GROUP INC/RI 92,298 $77.53K 1.38% — 2026-09-30
17 Sowell Financial Services LLC 91,447 $76.81K 1.36% — 2026-09-30
18 Centiva Capital, LP 55,390 $67.58K 1.20% — 2026-06-30
19 Northern Trust Corp Custodian 55,367 $67.55K 1.20% — 2026-06-30
20 Womack Financial LLC 64,750 $54.39K 0.97% — 2026-09-30
21 UBS Group AG Custodian 42,776 $52.19K 0.93% — 2026-06-30
22 Creative Planning Custodian 38,175 $46.57K 0.83% — 2026-06-30
23 Intrua Financial, LLC 37,500 $45.75K 0.81% — 2026-06-30
24 Goldman Sachs Group Inc Custodian 35,338 $43.11K 0.77% — 2026-06-30
25 Engineers Gate Manager LP 33,042 $40.31K 0.72% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

BLNE Insider Trading (Form 4)

Latest: 2026-09-14
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
2026-09-14 Nicholas Reyland Liuzza JR Chief Executive Officer Buy (P) +148,890 $1.02 $152.3K EDGAR
2026-09-10 Stephen Michael Romano Director Award (A) +50,000 — EDGAR
2026-09-10 Joseph Caltabiano Director Award (A) +50,000 — EDGAR
2026-09-10 Knuettel Francis II Director Award (A) +50,000 — EDGAR
2026-09-01 Nicholas Reyland Liuzza JR Chief Executive Officer Buy (P) +96,000 $1.03 $98.9K EDGAR
2026-08-31 Nicholas Reyland Liuzza JR Chief Executive Officer Buy (P) +267,500 $0.98 $261.9K EDGAR
2026-08-24 Nicholas Reyland Liuzza JR Chief Executive Officer Conv (C) +333,333 $1.50 $500.0K EDGAR
2026-08-14 Nicholas Reyland Liuzza JR Chief Executive Officer Buy (P) — — EDGAR
2026-07-24 Joseph Caltabiano Director Award (A) +8,947 — EDGAR
2026-07-02 Nicholas Reyland Liuzza JR Chief Executive Officer Award (A) +31,111 $2.25 $70.0K EDGAR
2026-07-02 Nicholas Reyland Liuzza JR Chief Executive Officer Gift (G) −33,093 — EDGAR
2026-06-23 Nicholas Reyland Liuzza JR Chief Executive Officer Gift (G) −33,093 — EDGAR
2026-06-01 Joseph David Freedman Director Award (A) +10,000 — EDGAR
2026-06-01 Stephen Michael Romano Director Award (A) +40,000 — EDGAR
2026-06-01 Knuettel Francis II Director Award (A) +10,000 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BLNE Insider Holdings

8 insiders · @ $0.67
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 Nicholas Reyland Liuzza JR Chief Executive Officer 5,263,608 $3.52M $976.7K 32 2026-09-14
2 Joseph David Freedman Director 381,901 $255.1K $139.8K 11 2026-06-01
3 Joseph Caltabiano Director 197,931 $132.2K $0 4 2026-09-10
4 Stephen Michael Romano Director 166,463 $111.2K $0 3 2026-09-10
5 Knuettel Francis II Director 130,000 $86.8K $0 4 2026-09-10
6 Eric J. Finnsson Director 90,901 $60.7K $0 1 2025-10-06
7 Christopher R. Moe Chief Financial Officer 50,000 $33.4K $76.8K 5 2026-05-19
8 Tiffany Milton Chief Accounting Officer 10,494 $7.0K $31.2K 3 2026-05-19
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.

BLNE Board & Officers

As of SEC filings through Sep 14, 2026

Directors 5

Officers 3

10% owners 1

Changes in the last 10 years (80)
May 21, 2026The company announced the departure of Eric J. Finnsson from the board in an SEC filing
May 14, 2025Knuettel Francis II became a director
Apr 25, 2025Tiffany Milton became Chief Accounting Officer
Mar 20, 2025Nicholas Reyland Liuzza JR listed as Chief Executive Officer (previously CEO of Subsidiary) in SEC filings
Mar 20, 2025Nicholas Reyland Liuzza JR first listed as a director in an SEC filing
Mar 20, 2025Nicholas Reyland Liuzza JR first listed as a 10% owner in an SEC filing
Mar 7, 2025The company announced the departure of Stephanie Kilkenny from the board in an SEC filing
Mar 7, 2025The company announced the departure of Robert Grammen from the board in an SEC filing
Mar 7, 2025The company announced the departure of Geoffrey C Gwin as CEO, CFO in an SEC filing
Mar 7, 2025Stephen Michael Romano became a director
Oct 10, 2024Michael Bigger reported in an SEC filing no longer being a 10% owner
Oct 10, 2024District 2 Holdings LLC reported in an SEC filing no longer being a 10% owner
Oct 10, 2024District 2 GP LLC reported in an SEC filing no longer being a 10% owner
Oct 10, 2024District 2 Capital LP reported in an SEC filing no longer being a 10% owner
Oct 10, 2024District 2 Capital Fund LP reported in an SEC filing no longer being a 10% owner
Oct 10, 2024Bigger Capital, LLC reported in an SEC filing no longer being a 10% owner
Oct 10, 2024Bigger Capital Fund L P reported in an SEC filing no longer being a 10% owner
Oct 10, 2024Bigger Capital Fund GP, LLC reported in an SEC filing no longer being a 10% owner
Oct 10, 2024B.A.D. Company, LLC reported in an SEC filing no longer being a 10% owner
Oct 7, 2024Nicholas Reyland Liuzza JR became CEO of Subsidiary
Not reported recently (20)
  • Amy Lee Brassard · Last reported as Secretary in an SEC filing dated Jan 31, 2023
  • Patrick J. Kilkenny · Last reported as a 10% owner in an SEC filing dated Dec 29, 2022
  • Paul Block · Last reported as a director in an SEC filing dated Jan 4, 2022
  • Lawrence Firestone · Last reported as a director in an SEC filing dated Jul 22, 2020
  • Jack N Peterson · Last reported as a director in an SEC filing dated Jul 21, 2020
  • Robert P Manfredonia · Last reported as President in an SEC filing dated Apr 7, 2020
  • Paul F Shoen · Last reported as a director in an SEC filing dated Apr 7, 2020
  • Owen D Lingley · Last reported as a director in an SEC filing dated Nov 8, 2019
  • Shawn Willard · Last reported as a director in an SEC filing dated Sep 6, 2019
  • Steve Shum · Last reported as Chief Financial Officer in an SEC filing dated Sep 3, 2019
  • Trent D Davis · Last reported as a director in an SEC filing dated Jul 2, 2019
  • Mick Fleming · Last reported as a director in an SEC filing dated Jul 2, 2019
  • Matthew K Szot · Last reported as a director in an SEC filing dated Jul 2, 2019
  • David G.A. Holmes · Last reported as a director in an SEC filing dated Jul 2, 2019
  • Shelly Saunders · Last reported as a director in an SEC filing dated Jan 2, 2019
  • Grover T. Wickersham · Last reported as a director in an SEC filing dated Nov 26, 2018
  • Patrick T. Crowley · Last reported as a director in an SEC filing dated Oct 26, 2018
  • Melissa Heim · Last reported as EVP Ops & Master Distiller in an SEC filing dated Jan 16, 2018
  • Allen Barteld · Last reported as President & CEO of Subsidiary in an SEC filing dated Mar 22, 2017
  • Steven Earles · Last reported as a director in an SEC filing dated Nov 8, 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.

BLNE Proposed Insider Sales (Form 144)

Latest: 2024-01-31
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
2024-01-31 LEVY-NAVARRO ELIZABETH ANN Officer 46,274 $52.3K 2024-01-31 Charles Schwab Corp. — EDGAR
2023-12-12 LEVY-NAVARRO ELIZABETH ANN Officer 5,000 $5.4K 2023-12-12 Charles Schwab Corp. — 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
3 ETFs hold BLNE
3 shown · $970.97K total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $706,667 — 2026-09-30
2 VXF Vanguard Extended Market ETF Vanguard 0.00% $216,368 — 2026-09-30
3 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.00% $47,934 $1.2B 2026-10-23
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.