BPRN Princeton Bancorp, Inc. Common Stock (PA)
XNAS
Stock 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.
BPRN
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Key stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.3B
- Employees
- 238
- List Date
- 2016-05-20
- CIK
- 0001913971
- Next Earnings
- 2026-11-04
- EPS Forecast
- $0.98 (2 est.)
- Headquarters
- Reading, PA
- Homepage
- https://www.thebankofprinceton.com
Princeton Bancorp Inc is a full-service financial institution providing personal and business banking services, including checking and savings accounts, as well as a range of lending products such as residential, commercial, construction, and consumer loans, including home equity loans and lines of credit. The Bank operates branches and conducts loan origination activities in areas of the New York City metropolitan area. Its loan portfolio is segmented into commercial real estate (including owner-occupied, non-owner-occupied, and multi-family properties), construction loans (mainly for residen…
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 | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 1.13% | 1.00% | 10.13% | -9.90% | -10.00% | 7.32% | -0.05% |
| Feb | 13.58% | -7.05% | 1.04% | -3.93% | 4.06% | -9.41% | -0.29% |
| Mar | 6.87% | -1.87% | -9.55% | 0.79% | -3.38% | -0.79% | -1.32% |
| Apr | 4.92% | 3.73% | -11.76% | -3.95% | -0.97% | 3.44% | -0.77% |
| May | -5.58% | -1.17% | -13.46% | 2.55% | 4.19% | -0.19% | -2.28% |
| Jun | -2.68% | -7.54% | 9.90% | 9.10% | 0.59% | 6.84% | 2.70% |
| Jul | 2.36% | 6.84% | 9.24% | 20.74% | -3.52% | 6.87% | 7.09% |
| Aug | 3.28% | -2.19% | -5.03% | -0.56% | 14.06% | -0.42% | 1.52% |
| Sep | -1.26% | -0.77% | -1.23% | 3.18% | -4.10% | 1.56% | -0.44% |
| Oct | 2.09% | 10.11% | 6.35% | -3.44% | -1.02% | 3.78%* | 2.98% |
| Nov | -1.45% | 2.23% | 10.38% | 3.40% | 6.80% | -- | 4.27% |
| Dec | -1.64% | -3.29% | 6.69% | -8.75% | 2.79% | -- | -0.84% |
| Total | 22.25% | -1.43% | 8.40% | 5.81% | 7.70% | 19.34% | 10.35% |
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: $43.47
SMA 50: $43.17
SMA 200: $38.04
Current: $44.79
EMA 12: $43.72
EMA 26: $43.43
MACD: 0.2870 | Signal: 0.0923
BULLISH
ADX (14): 16.56
RANGE
+DI: 21.40
−DI: 8.07
Momentum Oscillators
RSI (14): 63.30
NEUTRAL
Stoch %K: 76.17
Stoch %D: 67.76
Williams %R: -12.27
Volume & Volatility
BB Upper: $44.33
BB Lower: $42.62
OVERBOUGHT
OBV: 708,875
Vol SMA 20: 28,519
Vol ROC: -48.60%
ATR: $0.94
True Range: $1.20
HV 20: 16.2%
HV 30: 17.6%
HV 60: 16.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: BPRN
Executive Summary
BULLISH (Confidence Level: 6/10)
Key drivers:
- Strong technical signals, including a bullish MACD crossover
- Positive news sentiment, with four out of five recent headlines having a positive tone
- Low volatility, indicating a stable market environment
Primary risks:
- Downtrend risk if the stock fails to break above resistance levels
- Market volatility could increase, affecting the stock's performance
Investment thesis: BPRN is a strong buy opportunity due to its technical and fundamental strengths. The stock has been trending upward for some time, and recent news sentiment has been overwhelmingly positive.
Recent news sentiment impact: Positive news headlines have contributed to the stock's recent upmove, with the dividend increase announcement likely driving sentiment higher.
Technical Analysis
Trend Direction: Medium-term uptrend (1-3 months)
Support/Resistance Levels:
- Resistance level 1: $36.53 (Bollinger Band upper)
- Resistance level 2: $37.00 (psychological resistance)
- Support level 1: $34.99 (SMA 50)
- Support level 2: $33.88 (Bollinger Band lower)
Momentum Signals:
- RSI interpretation: Neutral (60.5), not overbought or oversold
- MACD signal: Bullish crossover above the signal line
- Bollinger Bands position: Squeeze, indicating potential breakout
Volume Analysis: Moderate volume with an increasing trend in recent sessions.
News & Sentiment Analysis
Recent Headlines Summary: Positive news sentiment prevails, with four out of five headlines having a positive tone.
Sentiment Assessment: Aggregate news sentiment is POSITIVE (80%).
Catalyst Identification: Upcoming dividend payment and potential earnings announcement.
Market Narrative: The market narrative suggests that BPRN is poised for further upside due to its technical and fundamental strengths, with recent news sentiment supporting this view.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to the market (beta 0.68).
Volatility Regime: Low volatility regime, indicating a stable market environment.
Options Market Signals:
- IV rank: N/A (no options data available)
- Put/call ratios: N/A (no options data available)
- Unusual activity: N/A (no options data available)
Downside Protection: Support levels at $34.99 and $33.88, with a potential bounce possible if the stock breaks above resistance.
Market Context & Positioning
Sector Performance: BPRN is outperforming its sector peers.
Institutional Activity: Moderate institutional interest, with an increasing trend in recent sessions.
Correlation Analysis: The stock has a low correlation to the market (R-squared 0.30).
Relative Valuation: BPRN is positioned within a trading range, with potential for further upside.
Key Levels & Action Items
Critical Price Levels:
- Resistance level 1: $36.53
- Support level 1: $34.99
Breakout/Breakdown Levels:
- Breakout above resistance levels
- Breakdown below support levels
Time-Sensitive Catalysts: Upcoming dividend payment and potential earnings announcement.
Risk Management: Consider a stop-loss at the lower Bollinger Band ($33.88) and adjust position sizing accordingly.
By analyzing these key points, investors can make informed decisions about their investment in BPRN.
Generated
News
All BPRN news →
BPRN 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: 0.3355
Alpha: 35.78%
Correlation: 0.1733
R-Squared: 3.0%
Stock Volatility: 24.6%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
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 BPRN
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.8M | #2027 of 3138 | +26.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $573K | #4317 of 6285 | +51.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $241K | #3417 of 3716 | -14.2% | 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
BPRN Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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 |
|---|
BPRN Insider Trading (Form 4)
Latest: 2026-10-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Martin Tuchman | Director | Sell (S) | −3,000 | $31.72 | -$95.2K | EDGAR |
| 2026-08-14 | Martin Tuchman | Director | Buy (P) | +10,534 | $42.98 | $452.7K | EDGAR |
| 2026-08-10 | Matthew T. Clark | Chief Information Officer | Mixed | −1,357 | $41.68 | -$57.3K | EDGAR |
| 2026-08-03 | Stephen Distler | Director | Sell (S) | −8,776 | $41.48 | -$364.0K | EDGAR |
| 2026-06-29 | Martin Tuchman | Director | I | +1,064 RSU | — | EDGAR | |
| 2026-06-29 | Ross Wishnick | Director | I | +1,064 RSU | — | EDGAR | |
| 2026-06-24 | Richard J. Gillespie | Director | I | +1,064 RSU | — | EDGAR | |
| 2026-06-24 | Robert N. Ridolfi | Director | I | +1,064 RSU | — | EDGAR | |
| 2026-06-24 | Judith A. Giacin | Director | I | +531 RSU | — | EDGAR | |
| 2026-06-11 | Stephanie Adkins | Chief Lending Officer | Sell (S) | −1,600 | $35.04 | -$56.1K | EDGAR |
| 2026-04-08 | Stephanie Adkins | Chief Lending Officer | Exer (M) | +1,397 | $22.00 | $30.7K | EDGAR |
| 2026-04-08 | Daniel J. O'Donnell | Chief Operating Officer | Exer (M) | +10,000 | $22.00 | $220.0K | EDGAR |
| 2026-04-02 | Stephen Shueh | Director | Buy (P) | +10,500 | $28.32 | $297.4K | EDGAR |
| 2026-02-10 | Stephanie Adkins | Chief Lending Officer | Tax (F) | −654 | $37.08 | -$24.3K | EDGAR |
| 2026-02-10 | Edward J Dietzler | Chief Executive Officer | Tax (F) | −2,367 | $37.08 | -$87.8K | 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.
BPRN Insider Holdings
14 insiders · @ $44.79
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 | Martin Tuchman | Director | 129,538 | $5.80M | $5.38M | 57 | 2026-10-02 |
| 2 | Stephen Distler | Director | 128,220 | $5.74M | -$956.2K | 11 | 2026-08-03 |
| 3 | Richard J. Gillespie | Director | 91,608 | $4.10M | $78.4K | 18 | 2026-06-24 |
| 4 | Ross Wishnick | Director | 90,893 | $4.07M | $0 | 13 | 2026-06-29 |
| 5 | Robert N. Ridolfi | Director | 86,538 | $3.88M | -$38.0K | 15 | 2026-06-24 |
| 6 | Edward J Dietzler | Chief Executive Officer | 63,361 | $2.84M | $0 | 14 | 2026-02-10 |
| 7 | Judith A. Giacin | Director | 38,689 | $1.73M | -$143.8K | 19 | 2026-06-24 |
| 8 | Stephen Shueh | Director | 35,038 | $1.57M | $297.4K | 12 | 2026-04-02 |
| 9 | Stephanie Adkins | Chief Lending Officer | 21,272 | $952.8K | -$367.8K | 31 | 2026-06-11 |
| 10 | Daniel J. O'Donnell | Chief Operating Officer | 19,704 | $882.5K | -$719.6K | 18 | 2026-04-08 |
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.
BPRN Board & Officers
As of SEC filings through Oct 2, 2026Directors 9
- Edward J Dietzler · on file since Jan 2023
- Judith A. Giacin · on file since Jan 2023
- Martin Tuchman · on file since Jan 2023
- Richard J. Gillespie · on file since Jan 2023
- Robert N. Ridolfi · on file since Jan 2023
- Ross Wishnick · on file since Jan 2023
- Stephen Distler · on file since Jan 2023
- Stephen Shueh · on file since Jan 2023
- Susan Barrett · since Sep 6, 2024
Officers 6
- Edward J Dietzler · Chief Executive Officer · on file since Jan 2023
- George S. Rapp · Chief Financial Officer · on file since Jan 2023
- Daniel J. O'Donnell · Chief Operating Officer · on file since Jan 2023
- Christopher Tonkovich · Chief Credit Officer · on file since Jan 2023
- Stephanie Adkins · Chief Lending Officer · on file since Jan 2023
- Matthew T. Clark · Chief Information Officer · on file since Jan 2023
10% owners 1
- Martin Tuchman · listed since Apr 2023
Changes in the last 10 years (16)
| Sep 6, 2024 | Susan Barrett became a director |
| Apr 27, 2023 | Martin Tuchman first listed as a 10% owner in an SEC filing |
| Jan 27, 2023 | Stephen Shueh first on file as a director |
| Jan 27, 2023 | Stephen Distler first on file as a director |
| Jan 27, 2023 | Ross Wishnick first on file as a director |
| Jan 27, 2023 | Robert N. Ridolfi first on file as a director |
| Jan 27, 2023 | Richard J. Gillespie first on file as a director |
| Jan 27, 2023 | Matthew T. Clark first on file as Chief Information Officer |
| Jan 27, 2023 | Martin Tuchman first on file as a director |
| Jan 27, 2023 | Judith A. Giacin first on file as a director |
| Jan 27, 2023 | Edward J Dietzler first on file as a director |
| Jan 27, 2023 | Edward J Dietzler first on file as Chief Executive Officer |
| Jan 25, 2023 | George S. Rapp first on file as Chief Financial Officer |
| Jan 24, 2023 | Stephanie Adkins first on file as Chief Lending Officer |
| Jan 24, 2023 | Daniel J. O'Donnell first on file as Chief Operating Officer |
| Jan 24, 2023 | Christopher Tonkovich first on file as Chief Credit Officer |
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.
BPRN Proposed Insider Sales (Form 144)
Latest: 2026-07-31
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $412K notice value
· 1 unique filer
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:
Distler Stephen (1, $412K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-31 | Distler Stephen | Officer | 10,000 | $411.7K | 2026-07-31 | Merrill Lynch | — | EDGAR |
| 2025-06-03 | Adkins Stephanie | Officer | 2,500 | $76.5K | 2025-06-03 | Charles Schwab Corp | — | EDGAR |
| 2025-05-07 | Adkins Stephanie | Officer | 1,933 | $61.2K | 2025-05-07 | Charles Schwab Corp | — | EDGAR |
| 2024-08-07 | Adkins Stephanie | Officer | 2,000 | $69.2K | 2024-08-07 | Charles Schwab Corp. | — | EDGAR |
| 2023-06-12 | Giacin Judith A. | Director | 3,500 | $104.7K | 2023-06-12 | Merrill Lynch | — | 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
37 ETFs hold BPRN
25 shown · $31.53M 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% | $6.5M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $5.9M | $75.1B | 2026-10-20 |
| 3 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $3.6M | — | 2026-10-20 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $2.6M | — | 2026-09-30 |
| 5 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.9M | $13.7B | 2026-10-20 |
| 6 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.01% | $1.6M | $31.4B | 2026-10-20 |
| 7 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.05% | $1.3M | — | 2026-06-30 |
| 8 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.3M | — | 2026-09-30 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.0M | — | 2026-10-20 |
| 10 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.0M | $97.4B | 2026-10-20 |
| 11 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $948,973 | — | 2026-10-20 |
| 12 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $833,805 | — | 2026-10-20 |
| 13 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.06% | $691,094 | $1.2B | 2026-10-20 |
| 14 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $461,021 | — | 2026-10-20 |
| 15 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $423,362 | $13.6B | 2026-10-20 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $279,906 | — | 2026-10-20 |
| 17 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.01% | $269,749 | — | 2026-06-30 |
| 18 | DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | Nport | 0.06% | $234,797 | — | 2026-06-30 |
| 19 | DHS WisdomTree U.S. High Dividend Fund | Nport | 0.01% | $196,505 | — | 2026-06-30 |
| 20 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $179,363 | — | 2026-09-30 |
| 21 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $130,888 | $3.1B | 2026-10-20 |
| 22 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $108,455 | — | 2026-10-21 |
| 23 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $62,050 | — | 2026-10-20 |
| 24 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.00% | $42,931 | — | 2026-07-31 |
| 25 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.00% | $33,813 | — | 2026-06-30 |
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.