CBRE GROUP, INC.(CBRE)
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
$136.05
- 52-Week Range
- $121.69 – $174.27
- YTD
- -15.07%
- IV Rank (30D)
- 37.01
- Straddle Price
- $8.03
- P/C Vol Ratio
- 0.28
- Market Cap
- $40.2B
Fair Value
+50.0% 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) | 4.41% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.91% (VRP-adj) |
| WACC | 9.40% |
| Volatility Risk Premium | +17.2pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 20.9% |
| Rev. Growth (YoY, DCF input) | +7.9% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | 15.4% |
| Book / Price | 21.5% |
| Gross Margin (TTM) | 18.4% |
| FCF Margin (TTM) | 1.0% |
| Debt / Equity | 0.57 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $137.18 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $131.68 |
| Bollinger Width / SMA20 | 8.0% (drives anchor stability) |
| Net Debt | $3.4B |
| Market Cap | $41B |
Peers used for multiples: AMT, DLR, EQIX, INVH, JOE, PLD, SPG, WELL
Blended Fair Value
$205.33
Current Price
$136.09
Deviation
+50.0%
Forward-Return Rank
LONG
gated
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -2.3% ⚠ | +0.74 | +0.84 | 72.0% | — |
| 42d | -4.5% ⚠ | +0.34 | +0.64 | 61.9% | — |
| 63d | -4.6% ⚠ | +0.35 | +0.64 | 57.0% | — |
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 | $14.25 | 19% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $164.52 | 9% | median 34.7× · 8 peers |
| Peer EV/EBITDA | $184.66 | 9% | median 25.3× · 8 peers |
| Peer P/B | $127.35 | 2% | median 4.3× · 8 peers |
| Peer P/S | $1657.80 | 6% | median 10.9× · 8 peers |
| Market Anchor (SMA50) | $137.18 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $131.67 | 19% | 31 strikes · skew +0.39 |
As of 2026-06-29 · updated 2026-06-29 20:59:30.874000
Info
- Industry (SIC)
- REAL ESTATE (6500)
- Exchange
- XNYS
- Market Cap
- $40.2B
CBRE Group provides a wide range of real estate services to owners, occupants, and investors worldwide, including leasing, property and project management, and capital markets advisory. CBRE's investment management arm managed over $155 billion (at year-end 2025) for clients across diverse public and private real estate strategies.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +2.54% | 8 |
| Feb | +1.62% | 8 |
| Mar | -5.35% | 9 |
| Apr | +1.97% | 9 |
| May | -1.69% | 9 |
| Jun | +3.60% | 9 |
| Jul | +8.75% | 8 |
| Aug | +0.15% | 8 |
| Sep | -3.42% | 8 |
| Oct | +1.23% | 8 |
| Nov | +7.22% | 8 |
| Dec | +2.33% | 8 |
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: $132.24
SMA 50: $136.94
SMA 200: $150.02
Current: $136.09
EMA 12: $133.85
EMA 26: $133.68
MACD: 0.1706 | Signal: 0.8457
BEARISH
ADX (14): 15.77
RANGE
+DI: 23.17
−DI: 18.08
Momentum Oscillators
RSI (14): 54.78
NEUTRAL
Stoch %K: 78.17
Stoch %D: 70.60
Williams %R: -21.13
Volume & Volatility
BB Upper: $138.74
BB Lower: $125.73
NEUTRAL
OBV: 32,956,525
Vol SMA 20: 2,304,958
Vol ROC: 47.32%
ATR: $3.91
True Range: $2.97
HV 20: 29.2%
HV 30: 28.1%
HV 60: 29.7%
Data Summary
Data Points: 500
Last Updated: 2026-06-29T21:15:13.537000
Date Range: 2024-07-01T00:00:00 – 2026-06-29T00:00:00
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
CBRE stock's first chart formation was a 10-week flat base that occurred by moving straight sideways in a very tight pattern. The post CBRE Stock: How To Find & Own America's Greatest Opportunities appeared first on Investor's Business Daily .
One firm boasts global scale and Fortune 100 clients, while the other delivers higher growth and leaner operations. Key financials and risks set them apart.
Earnings History
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-25 | After-Close | 6.38% | 2.91% | 0.46x | Within |
| 2024-10-24 | After-Close | 6.52% | 1.09% | 0.17x | Within |
| 2025-02-13 | Pre-Market | 6.90% | 1.76% | 0.26x | Within |
| 2025-04-24 | Pre-Market | 8.51% | 0.12% | 0.01x | Within |
| 2025-07-29 | Pre-Market | 6.55% | 7.84% | 1.20x | Exceeded |
| 2025-10-23 | Pre-Market | 7.30% | 0.26% | 0.04x | Within |
| 2026-02-12 | After-Close | 10.87% | 4.23% | 0.39x | Within |
| 2026-04-23 | Pre-Market | 8.31% | 2.74% | 0.33x | Within |
Options Activity
- IV Rank (30D)
- 37.01
- IV Rank (7D)
- 37.01
- Avg IV
- 61.1%
- Straddle (30D)
- $8.03
- Straddle (7D)
- $8.03
- P/C Volume
- 0.28
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)
- 0.83
- Correlation (SPY)
- 34.1%
- R²
- 0.12
- Ann. Volatility
- 30.6%
- SPY Volatility
- 12.5%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 299,501,174 (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.
20 filers$53.15M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $11.80M | 22.20% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $8.62M | 16.21% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $8.07M | 15.19% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $5.88M | 11.06% | 2026-03-31 |
| 5 | Squarepoint Ops LLC | $4.04M | 7.59% | 2026-03-31 |
| 6 | Walleye Trading LLC | $3.55M | 6.68% | 2026-03-31 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $3.10M | 5.84% | 2026-03-31 |
| 8 | Jefferies Financial Group Inc. | $1.82M | 3.42% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $1.51M | 2.84% | 2025-09-30 |
| 10 | SIMPLEX TRADING, LLC Custodian | $1.27M | 2.40% | 2026-03-31 |
| 11 | Greenland Capital Management LP | $948.22K | 1.78% | 2026-03-31 |
| 12 | JPMORGAN CHASE & CO Custodian | $838.78K | 1.58% | 2026-03-31 |
| 13 | Walleye Capital LLC | $799.21K | 1.50% | 2026-03-31 |
| 14 | Cubist Systematic Strategies, LLC | $393.90K | 0.74% | 2025-09-30 |
| 15 | TWO SIGMA INVESTMENTS, LP | $270.92K | 0.51% | 2026-03-31 |
| 16 | Tidal Investments LLC | $162.55K | 0.31% | 2026-03-31 |
| 17 | Marathon Trading Investment Management LLC | $67.73K | 0.13% | 2026-03-31 |
| 18 | GROUP ONE TRADING LLC Custodian | $13.55K | 0.03% | 2026-03-31 |
| 19 | Hurley Capital, LLC | $3.79K | <0.01% | 2026-03-31 |
| 20 | Orion Porfolio Solutions, LLC | $135 | <0.01% | 2026-03-31 |
17 filers$66.80M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $22.93M | 34.33% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $12.56M | 18.80% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $7.95M | 11.90% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $5.84M | 8.74% | 2026-03-31 |
| 5 | GOLDMAN SACHS GROUP INC Custodian | $3.05M | 4.56% | 2026-03-31 |
| 6 | JPMORGAN CHASE & CO Custodian | $3.00M | 4.48% | 2026-03-31 |
| 7 | Bayview Asset Management, LLC | $2.71M | 4.06% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $1.83M | 2.74% | 2025-09-30 |
| 9 | Walleye Trading LLC | $1.61M | 2.41% | 2026-03-31 |
| 10 | SIMPLEX TRADING, LLC Custodian | $1.49M | 2.23% | 2026-03-31 |
| 11 | GROUP ONE TRADING LLC Custodian | $988.86K | 1.48% | 2026-03-31 |
| 12 | TUDOR INVESTMENT CORP ET AL | $785.67K | 1.18% | 2026-03-31 |
| 13 | Walleye Capital LLC | $704.39K | 1.05% | 2026-03-31 |
| 14 | Squarepoint Ops LLC | $460.56K | 0.69% | 2026-03-31 |
| 15 | CAPSTONE INVESTMENT ADVISORS, LLC | $406.38K | 0.61% | 2026-03-31 |
| 16 | Silverleafe Capital Partners, LLC | $270.92K | 0.41% | 2026-03-31 |
| 17 | TWO SIGMA INVESTMENTS, LP | $216.74K | 0.32% | 2026-03-31 |
Insider Activity
Latest: 2026-05-27
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-27 | Beth F. Cobert | Director | Gift (G) | — | — | EDGAR | |
| 2026-05-26 | Beth F. Cobert | Director | Award (A) | +1,907 | — | EDGAR | |
| 2026-05-26 | REGINALD HAROLD GILYARD | Director | Mixed | +1,907 | — | EDGAR | |
| 2026-05-26 | Shira Goodman | Director | Mixed | +1,907 | — | EDGAR | |
| 2026-05-26 | GERARDO I LOPEZ | Director | Award (A) | +1,907 | — | EDGAR | |
| 2026-05-26 | Guy A Metcalfe | Director | Award (A) | +1,907 | — | EDGAR | |
| 2026-05-26 | Gunjan Soni | Director | Award (A) | +1,907 | — | EDGAR | |
| 2026-05-26 | Brandon B Boze | Director | Award (A) | +2,746 | $131.04 | $109.9K | EDGAR |
| 2026-05-26 | Yajnik Sanjiv | Director | Mixed | +3,433 | $131.04 | $200.0K | EDGAR |
| 2026-05-18 | Emma E. Giamartino | CFO & Chief Investment Officer | Sell (S) | −2,250 | $130.74 | -$294.2K | EDGAR |
| 2026-05-05 | Andrew S Horn | Deputy Chief Financial Officer | Tax (F) | −58 | $141.81 | -$8.2K | EDGAR |
| 2026-05-05 | Chad J Doellinger | Chief Legal & Admin. Officer | Mixed | −397 | $141.42 | -$56.1K | EDGAR |
| 2026-03-12 | Chad J Doellinger | Chief Legal & Admin. Officer | Mixed | −743 | $133.20 | -$99.0K | EDGAR |
| 2026-03-12 | Emma E. Giamartino | CFO & Chief Investment Officer | Tax (F) | −9,606 | $134.59 | -$1.29M | EDGAR |
| 2026-03-12 | Andrew S Horn | Deputy Chief Financial Officer | Tax (F) | −343 | $134.59 | -$46.2K | 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 · @ $136.09
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 | Brandon B Boze | Director | 10,241,958 | $1.39B | -$2.65B | 5 | 2026-05-26 |
| 2 | VA Partners I, LLC | Director | 10,234,261 | $1.39B | -$1.29B | 2 | 2019-09-16 |
| 3 | ValueAct Capital Management, L.P. | Director | 10,232,609 | $1.39B | $0 | 1 | 2020-05-18 |
| 4 | ValueAct Holdings II, L.P. | Director | 9,237,883 | $1.26B | $0 | 1 | 2023-05-19 |
| 5 | ValueAct Holdings, L.P. | Director | 9,237,748 | $1.26B | $0 | 2 | 2022-05-20 |
| 6 | ValueAct Capital Master Fund, L.P. | Director | 9,232,609 | $1.26B | -$768.52M | 1 | 2021-08-12 |
| 7 | ValueAct Capital Management, LLC | Director | 5,837,748 | $794.46M | -$2.20B | 1 | 2023-08-03 |
| 8 | ValueAct Holdings GP, LLC | Director | 4,640,103 | $631.47M | -$810.34M | 2 | 2023-08-31 |
| 9 | ROBERT E SULENTIC | Chair & CEO | 1,344,782 | $183.01M | -$20.02M | 56 | 2026-03-12 |
| 10 | RAYMOND E WIRTA | Director | 1,046,272 | $142.39M | -$3.15M | 7 | 2021-05-21 |
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: 2026-05-15
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $968K notice value
· 3 unique filers
· 100% under 10b5-1 plans
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:
SULENTIC ROBERT E (1, $659K) · Giamartino Emma E. (1, $294K) · Doellinger Chad J (1, $15K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Giamartino Emma E. | Officer | 2,250 | $294.2K | 2026-05-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-05 | Doellinger Chad J | Officer | 107 | $15.0K | 2026-05-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-27 | SULENTIC ROBERT E | Officer, Director | 4,500 | $659.3K | 2026-04-27 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-12 | Doellinger Chad J | Officer | 116 | $15.1K | 2026-03-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-11 | Doellinger Chad J | Officer | 471 | $62.9K | 2026-03-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-26 | Giamartino Emma E. | Officer | 9,223 | $1.37M | 2026-02-26 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-11-10 | Kohli Vikramaditya | Officer | 1,000 | $152.4K | 2025-11-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-08-13 | Giamartino Emma E. | Officer | 2,000 | $315.2K | 2025-08-13 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-08-11 | Kohli Vikramaditya | Officer | 1,000 | $154.9K | 2025-08-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-07-29 | Caplan Lindsey S | Officer | 1,000 | $155.4K | 2025-07-29 | Fidelity Brokerage Services LLC | 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: 2026-05-22
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-22 | 0001193125-26-237130 | EDGAR |
| 2026-05-04 | 0001193125-26-204246 | EDGAR |
| 2026-04-28 | 0001193125-26-187630 | EDGAR |
| 2026-04-23 | 0001138118-26-000013 | EDGAR |
| 2026-03-24 | 0001138118-26-000008 | EDGAR |
| 2026-03-23 | 0001193125-26-119981 | EDGAR |
| 2026-02-27 | 0001193125-26-083199 | EDGAR |
| 2026-02-26 | 0001193125-26-076913 | EDGAR |
| 2026-02-12 | 0001138118-26-000002 | EDGAR |
| 2025-11-13 | 0001193125-25-280290 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-12 | 0001138118-26-000005 | EDGAR |
| 2025-02-14 | 0001138118-25-000005 | EDGAR |
| 2024-02-20 | 0001138118-24-000006 | EDGAR |
| 2023-02-27 | 0001138118-23-000009 | EDGAR |
| 2022-03-01 | 0001138118-22-000010 | EDGAR |
| 2021-02-24 | 0001138118-21-000012 | EDGAR |
| 2020-03-02 | 0001564590-20-008056 | EDGAR |
| 2019-03-01 | 0001564590-19-005666 | EDGAR |
| 2018-03-01 | 0001564590-18-003991 | EDGAR |
| 2017-03-01 | 0001193125-17-064772 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-23 | 0001138118-26-000015 | EDGAR |
| 2025-10-23 | 0001138118-25-000025 | EDGAR |
| 2025-07-29 | 0001138118-25-000019 | EDGAR |
| 2025-04-24 | 0001138118-25-000010 | EDGAR |
| 2024-10-24 | 0001138118-24-000029 | EDGAR |
| 2024-07-25 | 0001138118-24-000023 | EDGAR |
| 2024-05-03 | 0001138118-24-000014 | EDGAR |
| 2023-10-27 | 0001628280-23-035353 | EDGAR |
| 2023-07-27 | 0001138118-23-000025 | EDGAR |
| 2023-04-27 | 0001138118-23-000015 | 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 | 31.0 |
| P/B Ratio | 4.7 |
| P/S Ratio | 0.9 |
| EV/EBITDA | 21.7 |
| TTM Revenue | $42.2B |
| TTM Net Income | $1.3B |
| TTM EPS | $4.39 |
| ROE | 15.4% |
| Debt/Equity | 0.93 |