BorgWarner Inc.(BWA)
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.
BWA
$62.66
—
Snapshot
$62.66
- 52-Week Range
- $34.27 – $78.82
- YTD
- +34.35%
- IV Rank (30D)
- 27.19
- Straddle Price
- $8.30
- P/C Vol Ratio
- 1.23
- Market Cap
- $12.9B
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.58% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 8.72% |
| Volatility Risk Premium | +22.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 32.4% |
| Rev. Growth (YoY, DCF input) | -2.9% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $1.2B |
| Return on Equity (TTM) | 6.6% |
| Book / Price | 41.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 18.9% |
| FCF Margin (TTM) | 8.5% |
| Debt / Equity | 0.69 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | -3.8% (reverse-DCF on current price) |
| SMA 50 | $67.51 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $66.52 |
| Bollinger Width / SMA20 | 26.5% (drives anchor stability) |
| Net Debt | $1.8B |
| Market Cap | $13B |
Peers used for multiples: GNTX, INDI, LEA
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
79%
20-Day Fair Value
≈ by Aug 17, 2026
$60.73
α -2.7%
rank 81%
40-Day Fair Value
≈ by Sep 15, 2026
$58.75
α -5.9%
rank 81%
60-Day Fair Value
≈ by Oct 14, 2026
$54.50
α -12.7%
rank 81%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $65.84 | 51% | |
| DDM (Gordon) | $5.09 | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | $54.36 | 15% | median 2.1× · 3 peers |
| Peer P/S | $130.76 | 15% | median 2.0× · 3 peers |
| Market Anchor (SMA50) | $67.51 | 18% | stability 18% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- MOTOR VEHICLE PARTS & ACCESSORIES (3714)
- Exchange
- XNYS
- Market Cap
- $12.9B
BorgWarner is a tier one supplier of turbo and thermal management technologies, drivetrain systems, powerdrive systems, and battery and charging systems mostly to automotive original equipment manufacturers. Its products aim to move a vehicle with as few electrons as possible, resulting in cleaner, cost-optimized, and more-efficient vehicles. Foundational products, the combustion vehicle business, contributes more than 80% to group revenue while BorgWarner transitions to becoming an electric vehicle-centric parts supplier (e-business). In 2024, 23% of the company's revenue was sourced from Vol…
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 | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.06% | 23 |
| Feb | +2.35% | 23 |
| Mar | +0.58% | 23 |
| Apr | +3.66% | 23 |
| May | +1.28% | 23 |
| Jun | -0.81% | 23 |
| Jul | +2.10% | 23 |
| Aug | -3.58% | 22 |
| Sep | -0.54% | 23 |
| Oct | +2.48% | 23 |
| Nov | +0.82% | 23 |
| Dec | -3.04% | 23 |
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: $66.11
SMA 50: $67.62
SMA 200: $53.80
Current: $62.44
EMA 12: $64.50
EMA 26: $66.04
MACD: -1.5374 | Signal: -0.4352
BEARISH
ADX (14): 27.13
TREND
+DI: 12.92
−DI: 31.89
Momentum Oscillators
RSI (14): 37.96
NEUTRAL
Stoch %K: 19.92
Stoch %D: 18.01
Williams %R: -70.11
Volume & Volatility
BB Upper: $71.92
BB Lower: $60.30
NEUTRAL
OBV: -3,973,786
Vol SMA 20: 2,652,864
Vol ROC: -18.77%
ATR: $2.43
True Range: $3.05
HV 20: 31.4%
HV 30: 39.2%
HV 60: 43.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
5 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-31 | Pre-Market | 8.01% | 8.81% | 1.10x | Exceeded |
| 2024-10-31 | Pre-Market | 8.72% | 0.24% | 0.03x | Within |
| 2025-02-06 | Pre-Market | 8.17% | 4.13% | 0.51x | Within |
| 2025-05-07 | Pre-Market | 6.81% | 4.20% | 0.62x | Within |
| 2025-07-31 | Pre-Market | 7.35% | 8.20% | 1.12x | Exceeded |
| 2025-10-30 | Pre-Market | 9.12% | 1.86% | 0.20x | Within |
| 2026-02-11 | Pre-Market | 6.68% | 22.30% | 3.34x | Exceeded |
| 2026-05-06 | Pre-Market | 10.57% | 3.41% | 0.32x | Within |
Options Activity
- IV Rank (30D)
- 27.19
- IV Rank (7D)
- 100
- Avg IV
- 63.0%
- Straddle (30D)
- $8.30
- Straddle (7D)
- $2.02
- P/C Volume
- 1.23
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.19
- Correlation (SPY)
- 37.6%
- R²
- 0.14
- Ann. Volatility
- 40.1%
- SPY Volatility
- 12.6%
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 214,850,000 (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.
17 filers$152.81M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $58.52M | 38.29% | 2026-03-31 |
| 2 | MASTERS CAPITAL MANAGEMENT LLC | $54.26M | 35.51% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $6.82M | 4.46% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $6.62M | 4.33% | 2026-03-31 |
| 5 | CITADEL ADVISORS LLC Custodian | $6.46M | 4.23% | 2026-03-31 |
| 6 | GROUP ONE TRADING LLC Custodian | $6.35M | 4.15% | 2026-03-31 |
| 7 | PEAK6 LLC | $3.04M | 1.99% | 2026-03-31 |
| 8 | Beartown Capital Management, LLC | $2.71M | 1.78% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $1.75M | 1.14% | 2025-09-30 |
| 10 | BANK OF MONTREAL /CAN/ Custodian | $1.71M | 1.12% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $1.55M | 1.01% | 2026-03-31 |
| 12 | Marnell Management LLC | $1.51M | 0.99% | 2026-03-31 |
| 13 | Walleye Capital LLC | $553.45K | 0.36% | 2026-03-31 |
| 14 | Capula Management Ltd | $477.49K | 0.31% | 2026-03-31 |
| 15 | Walleye Trading LLC | $325.56K | 0.21% | 2026-03-31 |
| 16 | CSS LLC/IL | $162.78K | 0.11% | 2026-03-31 |
| 17 | Covestor Ltd | $0 | 0.00% | 2026-03-31 |
14 filers$71.56M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Oribel Capital Management, LP | $23.28M | 32.53% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $18.50M | 25.85% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $10.13M | 14.16% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $4.48M | 6.26% | 2026-03-31 |
| 5 | BOOTHBAY FUND MANAGEMENT, LLC | $4.34M | 6.07% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $2.32M | 3.24% | 2026-03-31 |
| 7 | SIMPLEX TRADING, LLC Custodian | $2.14M | 2.99% | 2026-03-31 |
| 8 | Walleye Trading LLC | $2.08M | 2.90% | 2026-03-31 |
| 9 | Twin Tree Management, LP | $1.25M | 1.74% | 2026-03-31 |
| 10 | LOGAN CAPITAL MANAGEMENT INC | $980.80K | 1.37% | 2026-03-31 |
| 11 | GROUP ONE TRADING LLC Custodian | $580.58K | 0.81% | 2026-03-31 |
| 12 | Walleye Capital LLC | $564.30K | 0.79% | 2026-03-31 |
| 13 | Capula Management Ltd | $477.49K | 0.67% | 2026-03-31 |
| 14 | WOLVERINE TRADING, LLC Custodian | $446.96K | 0.62% | 2025-09-30 |
Insider Activity
Latest: 2026-07-10
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-10 | TONIT M CALAWAY | EVP, CAO, Gen Counsel & Sec | Mixed | −65,082 | $66.40 | -$4.58M | EDGAR |
| 2026-07-02 | TONIT M CALAWAY | EVP, CAO, Gen Counsel & Sec | Mixed | −65,261 | $66.40 | -$4.57M | EDGAR |
| 2026-06-08 | Sailaja Shankar | Director | Sell (S) | −5,000 | $73.08 | -$365.4K | EDGAR |
| 2026-05-29 | Volker Weng | Vice President | Sell (S) | −5,000 | $72.35 | -$361.8K | EDGAR |
| 2026-05-15 | Volker Weng | Vice President | Sell (S) | −5,000 | $67.71 | -$338.5K | EDGAR |
| 2026-05-14 | Joseph F. Fadool | President and CEO | Sell (S) | −29,000 | $67.31 | -$1.95M | EDGAR |
| 2026-05-14 | Stefan Demmerle | Vice President | Sell (S) | −5,000 | $65.00 | -$325.0K | EDGAR |
| 2026-05-13 | Isabelle McKenzie | Vice President | Sell (S) | −3,500 | $63.35 | -$221.7K | EDGAR |
| 2026-05-12 | Stefan Demmerle | Vice President | Sell (S) | −25,000 | $59.81 | -$1.50M | EDGAR |
| 2026-05-12 | Volker Weng | Vice President | Sell (S) | −5,606 | $61.65 | -$345.6K | EDGAR |
| 2026-05-12 | Tania Wingfield | EVP & CHRO | Sell (S) | −5,000 | $63.24 | -$316.2K | EDGAR |
| 2026-05-01 | ALEXIS P MICHAS | Director | Award (A) | +3,311 | — | EDGAR | |
| 2026-05-01 | Sailaja Shankar | Director | Award (A) | +3,311 | — | EDGAR | |
| 2026-05-01 | DEBORAH D MCWHINNEY | Director | Award (A) | +3,311 | — | EDGAR | |
| 2026-05-01 | Michael S Hanley | Director | Award (A) | +3,311 | — | 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
71 insiders · @ $62.44
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 | Frederic Lissalde | President and CEO | 487,387 | $30.43M | -$26.14M | 47 | 2025-02-07 |
| 2 | James Verrier | President & CEO | 469,564 | $29.32M | -$5.11M | 27 | 2018-02-13 |
| 3 | Joseph F. Fadool | President and CEO | 405,964 | $25.35M | -$5.89M | 53 | 2026-05-14 |
| 4 | TIMOTHY MANGANELLO | Executive Chairman | 385,809 | $24.09M | -$40.71M | 22 | 2013-02-14 |
| 5 | ROBIN J ADAMS | Vice Chairman, EVP and CAO | 268,543 | $16.77M | -$8.77M | 16 | 2013-05-01 |
| 6 | ROGER WOOD | Executive Vice President | 236,756 | $14.78M | -$8.30M | 10 | 2011-02-16 |
| 7 | TONIT M CALAWAY | EVP, CAO, Gen Counsel & Sec | 208,845 | $13.04M | -$10.13M | 55 | 2026-07-10 |
| 8 | Stefan Demmerle | Vice President | 203,746 | $12.72M | -$7.77M | 59 | 2026-05-14 |
| 9 | Kevin Nowlan | EVP & Chief Financial Officer | 152,918 | $9.55M | -$3.24M | 15 | 2024-03-01 |
| 10 | Robin Kendrick | Vice President | 117,472 | $7.33M | $0 | 21 | 2019-03-04 |
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: 2026-06-05
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
10 filings
· $5.7M notice value
· 6 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Fadool Joseph F. (1, $2.0M) · Demmerle Stefan (3, $1.8M) · Weng Volker (3, $1.0M) · Shankar Sailaja (1, $365K) · Wingfield Tania (1, $316K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | Shankar Sailaja | Director | 5,000 | $365.4K | 2026-06-05 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-28 | Weng Volker | Officer | 5,000 | $361.8K | 2026-05-28 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-14 | Weng Volker | Officer | 5,000 | $338.6K | 2026-05-14 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-13 | Demmerle Stefan | Officer | 5,000 | $325.0K | 2026-05-13 | Merrill Lynch | — | EDGAR |
| 2026-05-13 | Fadool Joseph F. | Officer, Director | 29,000 | $1.95M | 2026-05-13 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-12 | McKenzie Isabelle | Officer | 3,500 | $221.7K | 2026-05-12 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-11 | Demmerle Stefan | Officer | 5,000 | $310.0K | 2026-05-11 | Merrill Lynch | — | EDGAR |
| 2026-05-11 | Wingfield Tania | Officer | 5,000 | $316.2K | 2026-05-11 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-11 | Weng Volker | Officer | 5,606 | $345.6K | 2026-05-11 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-08 | Demmerle Stefan | Officer | 20,000 | $1.19M | 2026-05-08 | 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.
Recent SEC Filings
Latest: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-28 | 0000908255-26-000037 | EDGAR |
| 2026-05-06 | 0000908255-26-000023 | EDGAR |
| 2026-04-30 | 0000908255-26-000018 | EDGAR |
| 2026-02-11 | 0000908255-26-000009 | EDGAR |
| 2026-02-05 | 0000908255-26-000003 | EDGAR |
| 2025-11-13 | 0001628280-25-051853 | EDGAR |
| 2025-10-30 | 0000908255-25-000040 | EDGAR |
| 2025-10-21 | 0001628280-25-045710 | EDGAR |
| 2025-07-31 | 0000908255-25-000030 | EDGAR |
| 2025-05-07 | 0000908255-25-000017 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-11 | 0000908255-26-000011 | EDGAR |
| 2025-02-06 | 0000908255-25-000007 | EDGAR |
| 2024-02-08 | 0000908255-24-000007 | EDGAR |
| 2023-02-09 | 0000908255-23-000013 | EDGAR |
| 2022-02-15 | 0000908255-22-000009 | EDGAR |
| 2021-02-22 | 0000908255-21-000008 | EDGAR |
| 2020-02-13 | 0000908255-20-000014 | EDGAR |
| 2019-02-19 | 0000908255-19-000014 | EDGAR |
| 2018-02-08 | 0000908255-18-000017 | EDGAR |
| 2017-02-09 | 0000908255-17-000011 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0000908255-26-000027 | EDGAR |
| 2025-10-30 | 0000908255-25-000042 | EDGAR |
| 2025-07-31 | 0000908255-25-000032 | EDGAR |
| 2025-05-07 | 0000908255-25-000019 | EDGAR |
| 2024-10-31 | 0000908255-24-000043 | EDGAR |
| 2024-07-31 | 0000908255-24-000036 | EDGAR |
| 2024-05-02 | 0000908255-24-000023 | EDGAR |
| 2023-11-02 | 0000908255-23-000051 | EDGAR |
| 2023-08-02 | 0000908255-23-000044 | EDGAR |
| 2023-05-04 | 0000908255-23-000027 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 36.4 |
| P/B Ratio | 2.4 |
| P/S Ratio | 0.9 |
| EV/EBITDA | 6.9 |
| TTM Revenue | $14.3B |
| TTM Net Income | $0.4B |
| TTM EPS | $1.72 |
| ROE | 6.6% |
| Dividend Yield | 1.36% |
| Debt/Equity | 0.71 |