Choice Hotels Intnl.(CHH)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

CHH iron condor setups CHH expected move CHH IV rank history CHH Fibonacci levels CHH insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CHH $96.99 —
Snapshot
$96.99
52-Week Range
$84.03 – $123.82
YTD
+0.93%
IV Rank (30D)
28.63
Straddle Price
$7.70
P/C Vol Ratio
14.00
Market Cap
$4.4B
Fair Value
MODEL: LONG

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)5.00%
Beta vs SPY0.75
Cost of Equity (CAPM)8.74% (VRP-adj)
WACC7.73%
Volatility Risk Premium+22.4pp (IV − HV30)
Effective Tax Rate18.9%
Rev. Growth (YoY, DCF input)-1.5%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)229.4%
Book / Price3.1%
Gross Margin (TTM)50.6%
FCF Margin (TTM)7.1%
Debt / Equity14.08
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+20.3% (reverse-DCF on current price)
SMA 50$106.42 (Market Anchor value)
SMA 20 / Bollinger Mid$102.74
Bollinger Width / SMA2020.0% (drives anchor stability)
Net Debt$2.0B
Market Cap$5B
Peers used for multiples: ARMK, BJRI, CAKE, H, MAR, RRR, SBUX, TSLA
Model Conviction
30%
20-Day Fair Value
≈ by Oct 19, 2026
$104.06
α +7.4% rank 63%
40-Day Fair Value
≈ by Nov 17, 2026
$106.13
α +9.6% rank 58%
60-Day Fair Value
≈ by Dec 16, 2026
$99.83
α +3.1% rank 41%
MethodImplied PriceWeightDetail
DCF $-4.36 0%
DDM (Gordon) $13.87 0%
Peer P/E $260.27 20% median 36.7× · 8 peers
Peer EV/EBITDA $151.49 20% median 17.9× · 8 peers
Peer P/B $21.30 4% median 6.9× · 6 peers
Peer P/S $64.24 13% median 1.8× · 8 peers
Market Anchor (SMA50) $106.42 44% stability 50% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-18 · updated
Info
Industry (SIC)
HOTELS & MOTELS (7011)
Exchange
XNYS
Market Cap
$4.4B

At year-end 2025, Choice Hotels operated 657,000 rooms across the economy, midscale, upscale, and extended-stay segments. Comfort Inn and Comfort Suites are the largest brands (27% of the company's total rooms), while Ascend and Cambria (10%) are lifestyle and select-service brands, and WoodSpring (5%) is the company's largest extended-stay brand. Choice closed on its Radisson acquisition in August 2022, which added about 70,000 rooms. Franchises account for 100% of total revenue, and the United States represented 78% of total rooms in 2025.

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 +1.18% 23
Feb +1.05% 23
Mar +1.08% 23
Apr +2.53% 23
May -0.36% 23
Jun -0.84% 23
Jul +0.65% 23
Aug -0.48% 23
Sep +0.20% 24
Oct +0.53% 23
Nov +3.20% 23
Dec +2.66% 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: $102.12
SMA 50: $106.17
SMA 200: $105.50
Current: $96.85
EMA 12: $99.17
EMA 26: $101.97
MACD: -2.8034 | Signal: -0.2209
BEARISH
ADX (14): 20.20
WEAK TREND
+DI: 14.34
−DI: 22.66

Momentum Oscillators

RSI (14): 35.21
NEUTRAL
Stoch %K: 14.78
Stoch %D: 13.58
Williams %R: -91.11

Volume & Volatility

BB Upper: $112.54
BB Lower: $91.70
NEUTRAL
OBV: -3,273,251
Vol SMA 20: 541,982
Vol ROC: 91.41%
ATR: $3.14
True Range: $2.91
HV 20: 30.1%
HV 30: 30.8%
HV 60: 31.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-20T00:00:00 – 2026-09-18T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: CHH

Executive Summary Overall assessment: NEUTRAL (6/10) with primary risks.

Key drivers: Recent dividend announcements, moderate volume trends, and mixed technical signals.

Primary risks: Potential data breach impact, negative sentiment from short interest and news headlines.

2-3 sentence investment thesis: CHH's dividend payments and moderate volume suggest a stable stock. However, the recent data breach alert and high short interest create uncertainty.

Recent news sentiment impact: Mixed sentiments from positive dividend announcements to negative data breach and short interest signals.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Neutral
  • Medium-term (1-3 months): Uptrend
  • Long-term (3-12 months): Downtrend

Support/Resistance Levels:

  • Upper: $118.54
  • Middle: $107.46
  • Lower: $96.37

Momentum Signals: RSI: 58.69 (neutral) MACD: Bearish (0.56 / Signal: 0.85 / Histogram: -0.29) Bollinger Bands: Neutral signal

Volume Analysis:

  • Volume SMA 20: 704736.35
  • On-Balance Volume (OBV): -4292656.49 (bearish)
  • Volume Rate of Change: 12.36%

News & Sentiment Analysis

Recent Headlines Summary: Positive dividend announcements and negative data breach alerts.

Sentiment Assessment: Mixed sentiment with a slight bearish lean due to recent news headlines.

Catalyst Identification:

  • Upcoming events: None
  • Earnings: No earnings data available

Market Narrative: The market narrative is mixed, with positive dividend payments contrasting the negative data breach alerts. This creates uncertainty and a neutral overall assessment.

Risk & Volatility Assessment

Beta Interpretation: CHH's beta is 0.66 (vs SPY), indicating low volatility - stock moves less than market.

Volatility Regime: Current vs historical volatility levels: CHH's historical volatility is relatively high, while current volatility is moderate.

Options Market Signals:

  • IV Rank: High (77.8%)
  • Put/Call Volume Ratio: 0.12 (Bullish sentiment)
  • Market Expectation: Options market pricing $7.15 move by expiration

Downside Protection: Support levels and risk management considerations suggest a potential drop to the lower band ($96.37) if bearish momentum continues.

Market Context & Positioning

Sector Performance: CHH's sector performance is relatively neutral, with no significant sector-specific catalysts.

Institutional Activity: Volume patterns suggesting institutional interest are moderate.

Correlation Analysis: CHH moves relative to market (R-squared interpretation): 0.23

Relative Valuation: CHH's position within trading range: Neutral

Key Levels & Action Items

Critical Price Levels:

  • Support: $107.46
  • Resistance: $118.54
  • Breakout/Breakdown Levels:
    • Uptrend: $118.54
    • Downtrend: $96.37

Time-Sensitive Catalysts: Earnings dates: No earnings data available

Risk Management: Stop-loss levels and position sizing considerations suggest a potential drop to the lower band ($96.37) if bearish momentum continues.

Conclusion

CHH's neutral technical analysis, mixed news sentiment, and low volatility create an uncertain environment. While positive dividend payments offer support, negative data breach alerts and high short interest introduce risks. The options market suggests a $7.15 move by expiration, but the recent decline in IV rank may indicate reduced volatility. A cautious approach is recommended, with attention to potential support levels and risk management considerations.

Confidence Level: 6/10 (Neutral)

Generated
Earnings History
7 of 8 under expected move
Avg Expected Move
6.01%
Avg Actual Move
4.24%
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
2024-11-04 Pre-Market 6.16% 1.07% 0.17x Within
2025-02-20 Pre-Market 4.16% 3.11% 0.75x Within
2025-05-08 Pre-Market 5.49% 3.19% 0.58x Within
2025-08-06 After-Close 3.91% 1.13% 0.29x Within
2025-11-05 Pre-Market 7.51% 5.98% 0.80x Within
2026-02-19 Pre-Market 4.83% 0.95% 0.20x Within
2026-04-30 Pre-Market 7.37% 15.58% 2.11x Exceeded
2026-08-05 Pre-Market 8.68% 2.93% 0.34x Within
Options Activity
IV Rank (30D)
28.63
IV Rank (7D)
100
Avg IV
52.6%
Straddle (30D)
$7.70
Straddle (7D)
$2.77
P/C Volume
14.00
Spread Scanner GPU
Full Algorithm Docs ↗

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)
0.40
Correlation (SPY)
13.9%
R²
0.02
Ann. Volatility
37.5%
SPY Volatility
12.9%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 46,116,750 (as of 2026-06-30)

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.

341 filers37,232,912 shares$4.02B value80.74% of float
# Filer Shares Value % of Total % of Float Period
1 BAMCO INC /NY/ 9,328,354 $1.03B 25.59% 20.23% 2026-06-30
2 MORGAN STANLEY Custodian 2,891,235 $318.82M 7.93% 6.27% 2026-06-30
3 BlackRock, Inc. Custodian 2,266,537 $249.93M 6.22% 4.91% 2026-06-30
4 VANGUARD GROUP INC Custodian 2,331,972 $222.14M 5.53% 5.06% 2025-12-31
5 VANGUARD PORTFOLIO MANAGEMENT LLC 1,097,011 $120.97M 3.01% 2.38% 2026-06-30
6 BALYASNY ASSET MANAGEMENT L.P. 1,093,391 $120.57M 3.00% 2.37% 2026-06-30
7 VANGUARD CAPITAL MANAGEMENT LLC 1,074,081 $118.44M 2.95% 2.33% 2026-06-30
8 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 917,152 $101.13M 2.52% 1.99% 2026-06-30
9 Voss Capital, LP 910,000 $100.35M 2.50% 1.97% 2026-06-30
10 Boston Trust Walden Corp 898,930 $99.13M 2.47% 1.95% 2026-06-30
11 STATE STREET CORP 746,563 $82.32M 2.05% 1.62% 2026-06-30
12 CITADEL ADVISORS LLC Custodian 742,110 $81.83M 2.04% 1.61% 2026-06-30
13 UBS Group AG Custodian 723,350 $79.76M 1.98% 1.57% 2026-06-30
14 WELLINGTON MANAGEMENT GROUP LLP Custodian 669,693 $73.85M 1.84% 1.45% 2026-06-30
15 Rock Creek Group LLC 660,879 $72.88M 1.81% 1.43% 2026-06-30
16 DIMENSIONAL FUND ADVISORS LP Custodian 609,331 $67.20M 1.67% 1.32% 2026-06-30
17 TWO SIGMA INVESTMENTS, LP Custodian 549,315 $60.57M 1.51% 1.19% 2026-06-30
18 WELLS FARGO & COMPANY/MN Custodian 512,982 $53.09M 1.32% 1.11% 2026-03-31
19 GOLDMAN SACHS GROUP INC Custodian 473,913 $52.26M 1.30% 1.03% 2026-06-30
20 GEODE CAPITAL MANAGEMENT, LLC Custodian 456,746 $50.38M 1.25% 0.99% 2026-06-30
21 Point72 Asset Management, L.P. 453,029 $49.96M 1.24% 0.98% 2026-06-30
22 Woodline Partners LP 386,598 $42.63M 1.06% 0.84% 2026-06-30
23 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 359,556 $39.65M 0.99% 0.78% 2026-06-30
24 Erste Asset Management GmbH 335,000 $37.51M 0.93% 0.73% 2026-06-30
25 Quantinno Capital Management LP 323,815 $35.71M 0.89% 0.70% 2026-06-30
4 filers$19.14M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $8.39M 43.84% 2026-06-30
2 BALYASNY ASSET MANAGEMENT L.P. $6.62M 34.56% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $2.33M 12.15% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $1.81M 9.45% 2026-06-30
2 filers$6.14M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $5.58M 90.84% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $562.38K 9.16% 2026-06-30
Insider Activity
Latest: 2026-09-01
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
2026-09-01 Patrick Pacious Director Tax (F) −46,122 $103.36 -$4.77M EDGAR
2026-09-01 Dominic Dragisich President & CEO Award (A) +9,675 — EDGAR
2026-08-19 WILLIAM L JEWS Director Sell (S) −5,057 $106.98 -$541.0K EDGAR
2026-08-18 Noha Abdalla Chief Marketing Officer Tax (F) −503 $104.73 -$52.7K EDGAR
2026-07-17 Patrick Cimerola Chief Human Resources Officer Award (A) +74 $106.26 $8.0K EDGAR
2026-07-17 DONNA F VIEIRA Director Award (A) +3 $106.26 $361 EDGAR
2026-07-17 Sanchez Raul Ramirez Chief Seg & Intl Op Officer Award (A) +9 $106.26 $963 EDGAR
2026-07-17 WILLIAM L JEWS Director Award (A) +16 $106.26 $1.8K EDGAR
2026-07-17 Liza Landsman Director Award (A) +21 $106.26 $2.2K EDGAR
2026-07-17 Monte JM Koch Director Award (A) +35 $106.26 $3.7K EDGAR
2026-07-17 Gordon Smith Director Award (A) +22 $106.26 $2.4K EDGAR
2026-07-17 ERVIN R SHAMES Director Award (A) +109 $106.26 $11.6K EDGAR
2026-07-17 JOHN P TAGUE Director Award (A) +68 $106.26 $7.3K EDGAR
2026-07-17 Sullivan Maureen Director Award (A) +29 $106.26 $3.1K EDGAR
2026-07-08 Liza Landsman Director Gift (G) −1,028 — 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
49 insiders · @ $96.85
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 REALTY INVESTMENT CO INC 10%+ Owner 6,821,573 $660.67M $0 1 2010-11-16
2 JANE BAINUM 10%+ Owner 2,723,600 $263.78M $0 1 2011-08-17
3 STEWART BAINUM JR Chairman 2,564,688 $248.39M $0 16 2026-03-02
4 Scott Arnold Renschler Director 610,570 $59.13M -$988.4K 54 2019-04-22
5 CHARLES A LEDSINGER JR 492,071 $47.66M -$24.67M 38 2009-11-12
6 Patrick Pacious President & CEO 381,168 $36.92M -$38.40M 102 2026-09-01
7 JOSEPH M SQUERI President & COO 197,552 $19.13M $0 1 2007-01-16
8 BRUCE BAINUM 10%+ Owner 194,800 $18.87M -$70.60M 15 2024-12-02
9 Stephen P Joyce Chief Executive Officer 176,943 $17.14M -$38.92M 79 2017-07-12
10 Todd Stewart Renschler 10%+ Owner 154,375 $14.95M -$334.1K 1 2010-09-16
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: 2026-08-19
Last 30d: 0 filings  ·  Last 90d: 1 filing · $540K 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: William Jews (1, $540K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-19 William Jews Board Member 5,057 $540.0K 2026-08-18 Merrill Lynch — EDGAR
2025-12-03 WELLNESS ADVOCACY FUND 10% Stockholder 38,000 $3.46M 2025-12-03 Morgan Stanley Smith Barney LLC … — EDGAR
2025-05-19 ERVIN SHAMES Director 2,000 $259.1K 2025-05-19 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-13 THREE GRACES FOUNDATION INC. 10% Stockholder 22,500 $3.27M 2024-11-13 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-12 THREE GRACES FOUNDATION INC. 10% Stockholder 22,500 $3.24M 2024-11-12 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-04 PATRICK PACIOUS Director, Officer 44,968 $6.24M 2024-11-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-09-10 PATRICK PACIOUS Director, Officer 10,025 $1.23M 2024-09-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-05-20 SWEETWATER ACTION FUND 10% Stockholder 48,333 $5.75M 2024-05-20 Morgan Stanley Smith Barney LLC … — EDGAR
2024-05-17 SWEETWATER ACTION FUND 10% Stockholder 48,333 $5.72M 2024-05-17 Morgan Stanley Smith Barney LLC … — EDGAR
2024-05-16 SWEETWATER ACTION FUND C/O MARY CACKER, DAVID J KOROTKIN, ROBERTA DBAINUM & PATRICK GEORGE 10% Stockholder 48,334 $5.77M 2024-05-16 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 0001193125-26-234741 EDGAR
2026-05-20 0001193125-26-232581 EDGAR
2026-04-30 0001046311-26-000017 EDGAR
2026-02-20 0001628280-26-010118 EDGAR
2026-02-19 0001046311-26-000006 EDGAR
2026-01-06 0001628280-26-000795 EDGAR
2025-11-05 0001046311-25-000028 EDGAR
2025-08-06 0001046311-25-000021 EDGAR
2025-05-15 0001193125-25-120530 EDGAR
2025-05-15 0001193125-25-120789 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0001046311-26-000008 EDGAR
2025-02-20 0001046311-25-000007 EDGAR
2024-02-20 0001046311-24-000010 EDGAR
2023-03-01 0001046311-23-000008 EDGAR
2022-02-24 0001046311-22-000009 EDGAR
2021-02-26 0001046311-21-000014 EDGAR
2020-03-02 0001046311-20-000011 EDGAR
2019-02-26 0001046311-19-000011 EDGAR
2018-03-01 0001046311-18-000006 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 0001046311-26-000019 EDGAR
2025-11-05 0001046311-25-000030 EDGAR
2025-08-06 0001046311-25-000023 EDGAR
2025-05-08 0001046311-25-000015 EDGAR
2024-11-04 0001046311-24-000036 EDGAR
2024-08-08 0001046311-24-000028 EDGAR
2024-05-08 0001046311-24-000022 EDGAR
2023-11-07 0001046311-23-000036 EDGAR
2023-08-08 0001046311-23-000031 EDGAR
2023-05-09 0001046311-23-000021 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 Ratio13.7
P/B Ratio31.2
P/S Ratio2.7
EV/EBITDA12.8
TTM Revenue$1.6B
TTM Net Income$0.3B
TTM EPS$7.09
ROE229.4%
Dividend Yield1.19%
Debt/Equity14.08