Broadridge Financial Solutions Inc(BR)

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.

BR $144.40
Snapshot
$144.40
52-Week Range
$133.83 – $271.91
YTD
-34.50%
IV Rank (30D)
18.3
Straddle Price
$13.00
P/C Vol Ratio
1.22
Market Cap
$16.7B
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)4.60%
Beta vs SPY1.00
Cost of Equity (CAPM)10.10% (VRP-adj)
WACC9.33%
Volatility Risk Premium+20.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.1%
Rev. Growth (YoY, DCF input)-5.4%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$1.3B
Return on Equity (TTM)39.0%
Book / Price16.6%
Gross Margin (TTM)31.3%
FCF Margin (TTM)17.7%
Debt / Equity0.97
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+2.4% (reverse-DCF on current price)
SMA 50$146.34 (Market Anchor value)
SMA 20 / Bollinger Mid$144.69
Bollinger Width / SMA209.6% (drives anchor stability)
Net Debt$2.4B
Market Cap$17B
Peers used for multiples: AAPL, AVGO, CBOE, ICE, ITW, MSFT, NVDA, PG
Model Conviction
58%
20-Day Fair Value
≈ by Aug 21, 2026
$134.69
α -6.7% rank 61%
40-Day Fair Value
≈ by Sep 21, 2026
$132.97
α -7.9% rank 61%
60-Day Fair Value
≈ by Oct 20, 2026
$133.89
α -7.3% rank 61%
MethodImplied PriceWeightDetail
DCF $83.20 16%
DDM (Gordon) $23.78 13%
Peer P/E $227.06 7% median 24.3× · 8 peers
Peer EV/EBITDA $211.72 7% median 17.2× · 8 peers
Peer P/B $336.34 1% median 14.0× · 8 peers
Peer P/S $474.78 5% median 7.6× · 8 peers
Market Anchor (SMA50) $146.34 33% stability 100% (BB-width)
Options Expected (B-L 30d) $150.67 16% 33 strikes · skew +0.45
As of 2026-07-23 · updated
Info
Industry (SIC)
SERVICES-BUSINESS SERVICES, NEC (7389)
Exchange
XNYS
Market Cap
$16.7B

Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge is composed of two operating segments: investor communication solutions and global technology and operations.

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
MonthAvg ReturnYears of Data
Jan -0.05% 19
Feb -0.25% 19
Mar +1.43% 19
Apr +2.92% 20
May +1.48% 20
Jun -0.29% 20
Jul +2.78% 20
Aug +4.10% 19
Sep -2.42% 19
Oct +0.41% 19
Nov +1.87% 19
Dec +0.84% 19
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: $144.90
SMA 50: $146.25
SMA 200: $185.98
Current: $144.40
EMA 12: $146.44
EMA 26: $146.06
MACD: 0.3794 | Signal: 0.0206
BULLISH
ADX (14): 13.75
RANGE
+DI: 22.75
−DI: 22.26
Momentum Oscillators
RSI (14): 47.18
NEUTRAL
Stoch %K: 32.23
Stoch %D: 49.01
Williams %R: -73.90
Volume & Volatility
BB Upper: $154.75
BB Lower: $135.06
NEUTRAL
OBV: -10,737,693
Vol SMA 20: 1,244,737
Vol ROC: -30.06%
ATR: $4.58
True Range: $2.64
HV 20: 33.2%
HV 30: 31.3%
HV 60: 30.9%

Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
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
5 of 8 under expected move
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
2024-08-06 Pre-Market 7.77% 10.33% 1.33x Exceeded
2024-11-05 Pre-Market 5.56% 4.14% 0.74x Within
2025-01-31 Pre-Market 4.89% 0.38% 0.08x Within
2025-05-01 Pre-Market 5.30% 5.47% 1.03x Exceeded
2025-08-05 Pre-Market 4.97% 6.79% 1.37x Exceeded
2025-11-04 After-Close 5.09% 1.92% 0.38x Within
2026-02-03 After-Close 5.61% 2.20% 0.39x Within
2026-04-30 Pre-Market 7.19% 4.21% 0.59x Within
Options Activity
IV Rank (30D)
18.3
IV Rank (7D)
18.3
Avg IV
52.2%
Straddle (30D)
$13.00
Straddle (7D)
$13.00
P/C Volume
1.22
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:
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
Beta (1Y vs SPY)
0.05
Correlation (SPY)
2.3%
0.00
Ann. Volatility
27.0%
SPY Volatility
12.7%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 117,750,000 (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.

1,066 filers108,010,299 shares$18.06B value91.73% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 15,052,123 $3.36B 18.60% 12.78% 2025-12-31
2 BlackRock, Inc. Custodian 11,005,949 $1.79B 9.90% 9.35% 2026-03-31
3 MORGAN STANLEY Custodian 4,072,181 $908.79M 5.03% 3.46% 2025-12-31
4 STATE STREET CORP 5,507,746 $900.17M 4.99% 4.68% 2026-03-31
5 ALLIANCEBERNSTEIN L.P. 3,713,490 $828.74M 4.59% 3.15% 2026-03-31
6 GEODE CAPITAL MANAGEMENT, LLC Custodian 3,465,122 $561.10M 3.11% 2.94% 2026-03-31
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,375,831 $548.51M 3.04% 2.87% 2026-03-31
8 JANUS HENDERSON GROUP PLC 2,484,197 $403.63M 2.24% 2.11% 2026-03-31
9 BARCLAYS PLC Custodian 2,098,938 $341.04M 1.89% 1.78% 2026-03-31
10 NORTHERN TRUST CORP Custodian 1,795,229 $291.69M 1.62% 1.52% 2026-03-31
11 GOLDMAN SACHS GROUP INC Custodian 1,664,274 $270.41M 1.50% 1.41% 2026-03-31
12 AQR CAPITAL MANAGEMENT LLC Custodian 1,620,118 $263.24M 1.46% 1.38% 2026-03-31
13 JPMORGAN CHASE & CO Custodian 1,514,387 $247.51M 1.37% 1.29% 2026-03-31
14 STIFEL FINANCIAL CORP Custodian 1,427,892 $232.01M 1.28% 1.21% 2026-03-31
15 WELLS FARGO & COMPANY/MN Custodian 1,064,602 $172.98M 0.96% 0.90% 2026-03-31
16 Amundi Custodian 1,059,021 $172.07M 0.95% 0.90% 2026-03-31
17 Navera Investment Management Ltd. 1,044,983 $169.76M 0.94% 0.89% 2026-03-31
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 1,033,396 $167.91M 0.93% 0.88% 2026-03-31
19 DIMENSIONAL FUND ADVISORS LP Custodian 1,015,271 $164.97M 0.91% 0.86% 2026-03-31
20 Mitsubishi UFJ Asset Management Co., Ltd. 984,588 $159.98M 0.89% 0.84% 2026-03-31
21 MILLENNIUM MANAGEMENT LLC Custodian 954,197 $155.04M 0.86% 0.81% 2026-03-31
22 JENSEN INVESTMENT MANAGEMENT INC 855,784 $139.05M 0.77% 0.73% 2026-03-31
23 UBS Group AG Custodian 823,146 $133.74M 0.74% 0.70% 2026-03-31
24 Legal & General Group Plc Custodian 811,308 $131.82M 0.73% 0.69% 2026-03-31
25 Bank of New York Mellon Corp Custodian 794,279 $129.05M 0.71% 0.67% 2026-03-31
8 filers$19.79M notional
# Filer Notional Value % of Total Period
1 MILLENNIUM MANAGEMENT LLC Custodian $9.00M 45.49% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $4.03M 20.37% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $2.34M 11.83% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $1.58M 7.97% 2026-03-31
5 WOLVERINE TRADING, LLC Custodian $1.43M 7.21% 2025-09-30
6 LPL Financial LLC Custodian $682.42K 3.45% 2026-03-31
7 Twin Tree Management, LP $682.42K 3.45% 2026-03-31
8 Walleye Trading LLC $48.74K 0.25% 2026-03-31
8 filers$17.36M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $8.45M 48.68% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $5.85M 33.70% 2026-03-31
3 WOLVERINE TRADING, LLC Custodian $902.99K 5.20% 2025-09-30
4 MILLENNIUM MANAGEMENT LLC Custodian $877.39K 5.06% 2026-03-31
5 LOGAN CAPITAL MANAGEMENT INC $822.15K 4.74% 2026-03-31
6 JANE STREET GROUP, LLC Custodian $243.72K 1.40% 2026-03-31
7 Walleye Trading LLC $113.74K 0.66% 2026-03-31
8 MAI Capital Management Custodian $97.49K 0.56% 2026-03-31
Insider Activity
Latest: 2026-07-06
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
2026-07-06 MELVIN L FLOWERS Director Award (A) +18 EDGAR
2026-07-06 EILEEN K MURRAY Director Award (A) +38 EDGAR
2026-07-06 Amit Zavery Director Award (A) +60 EDGAR
2026-07-06 Annette L. Nazareth Director Award (A) +39 EDGAR
2026-07-06 Maura A. Markus Director Award (A) +134 EDGAR
2026-07-06 Patricia Ann Mosconi Director Award (A) +3 EDGAR
2026-07-06 Robert N Duelks Director Award (A) +143 EDGAR
2026-06-29 Ashima Ghei CFO Mixed +1,604 $137.93 -$124.8K EDGAR
2026-06-11 Annette L. Nazareth Director Award (A) +206 EDGAR
2026-06-11 Maura A. Markus Director Award (A) +239 EDGAR
2026-06-11 EILEEN K MURRAY Director Award (A) +445 EDGAR
2026-06-11 Amit Zavery Director Award (A) +206 EDGAR
2026-06-11 Patricia Ann Mosconi Director Award (A) +206 EDGAR
2026-06-05 Hope M. Jarkowski Chief Legal Officer Sell (S) −1,966 $155.00 -$304.7K EDGAR
2026-04-09 Robert N Duelks Director Award (A) +127 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
46 insiders · @ $144.40
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 ARTHUR F WEINBACH Executive Chairman 212,749 $30.72M $1.44M 12 2011-10-04
2 Timothy C Gokey CEO 142,876 $20.63M -$145.77M 70 2026-03-09
3 ROBERT SCHIFELLITE Corporate SVP 123,575 $17.84M -$77.66M 85 2023-09-20
4 John Hogan President 119,546 $17.26M -$6.54M 36 2013-11-08
5 RICHARD J DALY Executive Chairman 118,489 $17.11M -$323.97M 118 2025-04-03
6 DAN SHELDON Corporate Vice President 88,076 $12.72M -$4.18M 37 2013-08-02
7 JOSEPH N BARRA Corporate Vice President 83,254 $12.02M -$11.62M 26 2013-08-14
8 LESLIE A BRUN Director 77,433 $11.18M -$7.02M 96 2024-10-07
9 ALAN J WEBER Director 74,464 $10.75M -$865.7K 76 2021-10-07
10 GERARD F SCAVELLI Corporate Vice President 56,745 $8.19M -$7.56M 38 2015-08-10
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: 2026-06-04
Last 30d: 0 filings  ·  Last 90d: 1 filing · $305K 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. 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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: HOPE JARKOWSKI (1, $305K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-04 HOPE JARKOWSKI Officer 1,966 $304.7K 2026-06-04 Morgan Stanley Smith Barney LLC … EDGAR
2026-02-25 BOMAR II LLC Director 486 $86.0K 2026-02-25 Morgan Stanley Smith Barney LLC … EDGAR
2026-02-06 ROBERT N. DUELKS 2007 REVOCABLE TRUST Director 253 $48.7K 2026-02-06 Morgan Stanley Smith Barney LLC … EDGAR
2025-12-03 THOMAS PATRICK CAREY Officer 10,214 $2.34M 2025-12-03 Morgan Stanley Smith Barney LLC … EDGAR
2025-11-18 CHRISTOPHER J PERRY Officer 3,984 $900.4K 2025-11-18 Morgan Stanley Smith Barney LLC … EDGAR
2025-08-14 Timothy Gokey Officer 106,920 $27.98M 2025-08-14 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-08-13 Timothy Gokey Officer 39,251 $10.30M 2025-08-13 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-08-12 CHRISTOPHER J PERRY Officer 7,036 $1.85M 2025-08-12 Morgan Stanley Smith Barney LLC … EDGAR
2025-08-07 LAURA MATLIN Officer 998 $270.0K 2025-08-07 Morgan Stanley Smith Barney LLC … EDGAR
2025-06-06 DOUGLAS DESCHUTTER Officer 4,903 $1.20M 2025-06-06 Morgan Stanley Smith Barney LLC … EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-21
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-21 0001383312-26-000017 EDGAR
2026-05-15 0001140361-26-021675 EDGAR
2026-05-06 0001383312-26-000015 EDGAR
2026-05-06 0001140361-26-019332 EDGAR
2026-04-30 0001383312-26-000013 EDGAR
2026-03-06 0001383312-26-000009 EDGAR
2026-02-09 0001383312-26-000007 EDGAR
2026-02-03 0001383312-26-000003 EDGAR
2026-02-03 0001383312-26-000005 EDGAR
2025-11-14 0001140361-25-042126 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-08-05 0001628280-25-037656 EDGAR
2024-08-06 0001383312-24-000039 EDGAR
2023-08-08 0001383312-23-000037 EDGAR
2022-08-12 0001383312-22-000037 EDGAR
2021-08-12 0001383312-21-000047 EDGAR
2020-08-11 0001383312-20-000055 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-30 0001628280-26-028675 EDGAR
2026-02-03 0001628280-26-004859 EDGAR
2025-11-04 0001628280-25-048668 EDGAR
2025-05-01 0001628280-25-021409 EDGAR
2025-01-31 0001383312-25-000006 EDGAR
2024-11-05 0001383312-24-000051 EDGAR
2024-05-08 0001383312-24-000028 EDGAR
2024-02-01 0001383312-24-000007 EDGAR
2023-11-02 0001383312-23-000049 EDGAR
2023-05-02 0001383312-23-000024 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 Ratio15.4
P/B Ratio5.9
P/S Ratio2.3
EV/EBITDA12.3
TTM Revenue$7.3B
TTM Net Income$1.1B
TTM EPS$9.35
ROE39.0%
Dividend Yield2.60%
Debt/Equity1.14