"I don’t know how I lived without this little griddle."
Blackstone Inc.(BX)
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.
Snapshot
$123.00
- 52-Week Range
- $101.73 – $190.09
- YTD
- -22.54%
- IV Rank (30D)
- 21.97
- Straddle Price
- $12.05
- P/C Vol Ratio
- 2.37
- Market Cap
- $151.2B
Fair Value
-28.6% vs price
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 ≥ 0.5% and dividend payments are stable.
- 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) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.99% (VRP-adj) |
| WACC | 9.62% |
| Volatility Risk Premium | +23.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 15.0% |
| Rev. Growth (YoY, DCF input) | -5.7% |
| DCF Horizon | 12 years explicit + fade |
| Free Cash Flow (TTM) | $4.4B |
| Return on Equity (TTM) | 36.5% |
| Book / Price | 20.7% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 29.9% |
| Debt / Equity | 0.66 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +10.8% (reverse-DCF on current price) |
| SMA 50 | $121.23 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $119.01 |
| Bollinger Width / SMA20 | 11.6% (drives anchor stability) |
| Net Debt | $10.8B |
| Market Cap | $97B |
Peers used for multiples: CG, HLNE, JPM, KKR, OWL, RF, STEP, TPG
Blended Fair Value
$87.96
Current Price
$123.14
Deviation
-28.6%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -3.8% | -0.16 | -0.99 | 14.7% | — |
| 42d | -8.5% | -1.32 | -0.99 | 14.7% | — |
| 63d | -11.3% | -1.73 | -0.99 | 14.7% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $34.94 | 17% | |
| DDM (Gordon) | $29.85 | 13% | |
| Peer P/E | $115.38 | 8% | median 29.5× · 7 peers |
| Peer EV/EBITDA | $99.25 | 8% | median 11.6× · 7 peers |
| Peer P/B | $76.19 | 2% | median 3.0× · 7 peers |
| Peer P/S | $52.94 | 5% | median 2.8× · 8 peers |
| Market Anchor (SMA50) | $121.23 | 31% | stability 92% (BB-width) |
| Options Expected (B-L 30d) | $120.40 | 17% | 49 strikes · skew +0.04 |
As of 2026-06-22 · updated 2026-06-22 19:19:32.849000
Info
- Industry (SIC)
- INVESTMENT ADVICE (6282)
- Exchange
- XNYS
- Market Cap
- $151.2B
Blackstone is the world's largest alternative-asset manager with $1.304 trillion in total assets under management, including $937.6 billion in fee-earning assets under management, at the end of March 2026. The company operates with scale in each of its major product lines: private equity (27% of fee-earning AUM and 34% of base management fees), real estate/real assets (30% and 33%), credit and insurance (33% and 26%), and other alternatives (10% and 7%). While the firm primarily serves institutional investors (84% of AUM), it also caters to clients in the high-net-worth channel (16%). Blacksto…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +2.72% | 19 |
| Feb | -2.04% | 19 |
| Mar | +2.77% | 19 |
| Apr | +2.95% | 19 |
| May | +1.39% | 19 |
| Jun | -0.80% | 20 |
| Jul | +5.21% | 19 |
| Aug | -1.79% | 19 |
| Sep | +0.69% | 19 |
| Oct | -0.17% | 19 |
| Nov | +0.31% | 19 |
| Dec | +0.52% | 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: $119.24
SMA 50: $121.35
SMA 200: $139.10
Current: $123.14
EMA 12: $121.95
EMA 26: $120.55
MACD: 1.4003 | Signal: 0.8939
BULLISH
ADX (14): 16.62
RANGE
+DI: 26.81
−DI: 19.68
Momentum Oscillators
RSI (14): 54.37
NEUTRAL
Stoch %K: 74.37
Stoch %D: 80.83
Williams %R: -29.31
Volume & Volatility
BB Upper: $127.65
BB Lower: $110.84
NEUTRAL
OBV: -212,145,127
Vol SMA 20: 5,343,839
Vol ROC: -63.70%
ATR: $4.53
True Range: $3.96
HV 20: 42.2%
HV 30: 39.7%
HV 60: 39.3%
Data Summary
Data Points: 500
Last Updated: 2026-06-22T19:20:17.783000
Date Range: 2024-06-21T00:00:00 – 2026-06-18T00:00:00
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
Both firms posted double-digit revenue growth in 2025, but their risk profiles and valuations diverge sharply as they chart different paths in asset management.
Earnings History
5 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-18 | Pre-Market | 3.84% | 1.35% | 0.35x | Within |
| 2024-10-17 | Pre-Market | 3.83% | 5.57% | 1.45x | Exceeded |
| 2025-01-30 | Pre-Market | 4.56% | 4.73% | 1.04x | Exceeded |
| 2025-04-17 | unknown | 0.88% | 0.37% | 0.42x | Within |
| 2025-07-24 | Pre-Market | 3.15% | 3.10% | 0.98x | Within |
| 2025-10-23 | Pre-Market | 4.41% | 4.19% | 0.95x | Within |
| 2026-01-29 | Pre-Market | 4.07% | 2.19% | 0.54x | Within |
| 2026-04-23 | Pre-Market | 4.33% | 5.91% | 1.36x | Exceeded |
Options Activity
- IV Rank (30D)
- 21.97
- IV Rank (7D)
- 100
- Avg IV
- 51.6%
- Straddle (30D)
- $12.05
- Straddle (7D)
- $5.01
- P/C Volume
- 2.37
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
—
—
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)
- 1.41
- Correlation (SPY)
- 50.1%
- R²
- 0.25
- Ann. Volatility
- 35.0%
- SPY Volatility
- 12.4%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 782,898,634 (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.
58 filers$1.50B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $408.59M | 27.27% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $166.18M | 11.09% | 2026-03-31 |
| 3 | Optiver Holding B.V. | $143.38M | 9.57% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $132.94M | 8.87% | 2026-03-31 |
| 5 | UBS Group AG Custodian | $93.76M | 6.26% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $67.13M | 4.48% | 2025-09-30 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $61.97M | 4.14% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $60.13M | 4.01% | 2026-03-31 |
| 9 | Walleye Trading LLC | $53.86M | 3.59% | 2026-03-31 |
| 10 | GROUP ONE TRADING LLC Custodian | $34.06M | 2.27% | 2026-03-31 |
| 11 | JPMORGAN CHASE & CO Custodian | $34.05M | 2.27% | 2026-03-31 |
| 12 | Squarepoint Ops LLC | $32.53M | 2.17% | 2026-03-31 |
| 13 | Qube Research & Technologies Ltd | $28.17M | 1.88% | 2026-03-31 |
| 14 | SIMPLEX TRADING, LLC Custodian | $24.54M | 1.64% | 2026-03-31 |
| 15 | Point72 Asset Management, L.P. | $22.16M | 1.48% | 2026-03-31 |
| 16 | Maven Securities LTD | $19.71M | 1.32% | 2026-03-31 |
| 17 | Parallax Volatility Advisers, L.P. | $16.36M | 1.09% | 2026-03-31 |
| 18 | PEAK6 LLC | $13.28M | 0.89% | 2026-03-31 |
| 19 | CITIGROUP INC Custodian | $12.65M | 0.84% | 2026-03-31 |
| 20 | GOLDMAN SACHS GROUP INC Custodian | $11.50M | 0.77% | 2026-03-31 |
| 21 | LANDMARK INVESTMENT PARTNERS, L.P. | $7.27M | 0.48% | 2026-03-31 |
| 22 | Laurion Capital Management LP | $6.38M | 0.43% | 2026-03-31 |
| 23 | Jain Global LLC | $5.75M | 0.38% | 2026-03-31 |
| 24 | Eisler Capital Management Ltd. | $5.07M | 0.34% | 2025-09-30 |
| 25 | Walleye Capital LLC | $4.29M | 0.29% | 2026-03-31 |
62 filers$2.52B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $635.61M | 25.21% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $272.79M | 10.82% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $255.46M | 10.13% | 2026-03-31 |
| 4 | Optiver Holding B.V. | $210.11M | 8.33% | 2026-03-31 |
| 5 | MILLENNIUM MANAGEMENT LLC Custodian | $130.64M | 5.18% | 2026-03-31 |
| 6 | Walleye Trading LLC | $95.29M | 3.78% | 2026-03-31 |
| 7 | IMC-Chicago, LLC Custodian | $93.20M | 3.70% | 2026-03-31 |
| 8 | BARCLAYS PLC Custodian | $87.85M | 3.48% | 2026-03-31 |
| 9 | BNP PARIBAS FINANCIAL MARKETS Custodian | $77.00M | 3.05% | 2026-03-31 |
| 10 | GROUP ONE TRADING LLC Custodian | $73.13M | 2.90% | 2026-03-31 |
| 11 | WOLVERINE TRADING, LLC Custodian | $65.79M | 2.61% | 2025-09-30 |
| 12 | UBS Group AG Custodian | $48.15M | 1.91% | 2026-03-31 |
| 13 | SIMPLEX TRADING, LLC Custodian | $42.27M | 1.68% | 2026-03-31 |
| 14 | Qube Research & Technologies Ltd | $37.25M | 1.48% | 2026-03-31 |
| 15 | CITIGROUP INC Custodian | $36.22M | 1.44% | 2026-03-31 |
| 16 | Squarepoint Ops LLC | $36.18M | 1.43% | 2026-03-31 |
| 17 | JPMORGAN CHASE & CO Custodian | $35.39M | 1.40% | 2026-03-31 |
| 18 | Parallax Volatility Advisers, L.P. | $29.58M | 1.17% | 2026-03-31 |
| 19 | NATIONAL BANK OF CANADA /FI/ Custodian | $28.75M | 1.14% | 2026-03-31 |
| 20 | Point72 Asset Management, L.P. | $24.94M | 0.99% | 2026-03-31 |
| 21 | Eisler Capital Management Ltd. | $21.67M | 0.86% | 2025-09-30 |
| 22 | CREDIT AGRICOLE S A | $20.12M | 0.80% | 2026-03-31 |
| 23 | PEAK6 LLC | $18.27M | 0.72% | 2026-03-31 |
| 24 | HSBC HOLDINGS PLC Custodian | $16.17M | 0.64% | 2026-03-31 |
| 25 | Walleye Capital LLC | $14.03M | 0.56% | 2026-03-31 |
Insider Activity
Latest: 2026-05-13
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-13 | Ruth Porat | Director | Buy (P) | +438 | $122.99 | $54.0K | EDGAR |
| 2026-05-01 | Vikrant Sawhney | Chief Administrative Officer | Sell (S) | −30,014 | $125.79 | -$3.78M | EDGAR |
| 2026-04-03 | Vikrant Sawhney | Chief Administrative Officer | Award (A) | +129,077 | — | EDGAR | |
| 2026-04-03 | JAMES BREYER | Director | Award (A) | +1,961 | — | EDGAR | |
| 2026-04-03 | John G Finley | Chief Legal Officer | Award (A) | +152,222 | — | EDGAR | |
| 2026-04-03 | David Payne | Chief Accounting Officer | Award (A) | +17,804 | — | EDGAR | |
| 2026-04-03 | JONATHAN GRAY | President & COO | Award (A) | +302,662 | — | EDGAR | |
| 2026-04-03 | Joseph Baratta | Director | Award (A) | +124,626 | — | EDGAR | |
| 2026-04-03 | Michael Chae | CFO & Vice Chairman | Award (A) | +152,667 | — | EDGAR | |
| 2026-04-03 | Reginald J Brown | Director | Award (A) | +1,961 | — | EDGAR | |
| 2026-04-03 | William G Parrett | Director | Award (A) | +2,048 | — | EDGAR | |
| 2026-04-03 | ROCHELLE B LAZARUS | Director | Award (A) | +1,961 | — | EDGAR | |
| 2026-04-03 | Ruth Porat | Director | Award (A) | +1,961 | — | EDGAR | |
| 2026-03-12 | John G Finley | Chief Legal Officer | Gift (G) | — | — | EDGAR | |
| 2026-02-20 | Ruth Porat | Director | Buy (P) | +524 | $130.68 | $68.6K | 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
28 insiders · @ $123.14
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 | AIG BG Holdings LLC | 10%+ Owner | 35,737,235 | $4.40B | -$268.20M | 1 | 2010-12-17 |
| 2 | JONATHAN GRAY | President & COO | 3,678,417 | $452.96M | $0 | 21 | 2026-04-03 |
| 3 | HAMILTON E JAMES | Executive Vice Chairman | 2,780,134 | $342.35M | -$1.89B | 25 | 2021-12-07 |
| 4 | J TOMILSON HILL | Vice Chairman | 1,327,418 | $163.46M | -$104.91M | 30 | 2018-08-20 |
| 5 | Michael Chae | CFO & Vice Chairman | 1,168,335 | $143.87M | $0 | 23 | 2026-04-03 |
| 6 | Vikrant Sawhney | Chief Administrative Officer | 917,269 | $112.95M | -$12.61M | 9 | 2026-05-01 |
| 7 | Joseph Baratta | Director | 871,599 | $107.33M | -$170.04M | 40 | 2026-04-03 |
| 8 | John G Finley | Chief Legal Officer | 563,017 | $69.33M | -$67.05M | 67 | 2026-04-03 |
| 9 | Nathaniel Charles Jacob G.B.E. Rothschild | Director | 495,000 | $60.95M | $36.73M | 2 | 2007-06-26 |
| 10 | Dennis J Walsh | Principal Accounting Officer | 325,725 | $40.11M | $418.5K | 1 | 2008-06-27 |
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: 2026-05-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $3.8M 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Sawhney Vikrant (1, $3.8M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Sawhney Vikrant | Officer | 30,014 | $3.78M | 2026-05-01 | Merrill Lynch | — | EDGAR |
| 2025-09-25 | Baratta Joseph | Officer | 113,000 | $19.85M | 2025-09-25 | Merrill Lynch | — | EDGAR |
| 2025-09-08 | Finley John G | Officer | 21,500 | $3.69M | 2025-09-08 | Merrill Lynch | — | EDGAR |
| 2025-08-14 | Sawhney Vikrant | Officer | 50,850 | $8.83M | 2025-08-14 | Merrill Lynch | — | EDGAR |
| 2025-08-07 | Payne David | Officer | 9,400 | $1.60M | 2025-08-07 | Merrill Lynch | — | EDGAR |
| 2025-08-05 | Baratta Joseph | Officer | 100,000 | $16.74M | 2025-08-05 | Merrill Lynch | — | EDGAR |
| 2025-06-23 | Blackstone Charitable Foundation | Affiliate | 142,857 | $19.67M | 2025-06-23 | Merrill Lynch | — | EDGAR |
| 2025-05-08 | Finley John G | Officer | 25,000 | $3.46M | 2025-05-08 | Merrill Lynch | — | EDGAR |
| 2024-11-07 | Finley John G | Officer | 42,249 | $7.43M | 2024-11-07 | Merrill Lynch | — | EDGAR |
| 2024-10-01 | Baratta Joseph | Officer | 116,448 | $17.56M | 2024-10-01 | Merrill Lynch | 10b5-1 | 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: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-23 | 0001193125-26-171788 | EDGAR |
| 2026-03-24 | 0001193125-26-121857 | EDGAR |
| 2026-01-29 | 0001193125-26-028145 | EDGAR |
| 2025-11-03 | 0001193125-25-262626 | EDGAR |
| 2025-10-28 | 0001193125-25-252448 | EDGAR |
| 2025-10-28 | 0001193125-25-253885 | EDGAR |
| 2025-10-23 | 0001193125-25-247643 | EDGAR |
| 2025-10-17 | 0001193125-25-242655 | EDGAR |
| 2025-09-24 | 0001193125-25-215457 | EDGAR |
| 2025-07-24 | 0001193125-25-163805 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-27 | 0001193125-26-082531 | EDGAR |
| 2025-02-28 | 0001193125-25-042469 | EDGAR |
| 2024-02-23 | 0001193125-24-044485 | EDGAR |
| 2023-02-24 | 0001193125-23-048733 | EDGAR |
| 2022-02-25 | 0001193125-22-054433 | EDGAR |
| 2021-02-26 | 0001193125-21-060361 | EDGAR |
| 2020-02-28 | 0001193125-20-056733 | EDGAR |
| 2019-03-01 | 0001193125-19-061011 | EDGAR |
| 2018-03-01 | 0001193125-18-067079 | EDGAR |
| 2017-02-24 | 0001193125-17-056300 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001193125-26-214609 | EDGAR |
| 2025-11-07 | 0001193125-25-272343 | EDGAR |
| 2025-08-08 | 0001193125-25-176984 | EDGAR |
| 2025-05-02 | 0001193125-25-111595 | EDGAR |
| 2024-11-01 | 0001193125-24-249809 | EDGAR |
| 2024-08-02 | 0001193125-24-192846 | EDGAR |
| 2024-05-03 | 0001193125-24-130670 | EDGAR |
| 2023-11-03 | 0001193125-23-270358 | EDGAR |
| 2023-08-04 | 0001193125-23-203835 | EDGAR |
| 2023-05-05 | 0001193125-23-137073 | 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 | 31.5 |
| P/B Ratio | 18.1 |
| P/S Ratio | 10.2 |
| EV/EBITDA | 21.3 |
| TTM Revenue | $14.8B |
| TTM Net Income | $3.1B |
| TTM EPS | $3.91 |
| ROE | 36.5% |
| Dividend Yield | 4.77% |
| Debt/Equity | 1.59 |