CLEANSPARK INC(CLSK)
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.
CLSK
$15.61
—
Snapshot
$15.61
After hours
$15.69
+0.51%
- 52-Week Range
- $8.00 – $23.61
- YTD
- +35.15%
- IV Rank (30D)
- 37.49
- Straddle Price
- $3.65
- P/C Vol Ratio
- 0.31
- Market Cap
- $3.9B
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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 8.54% |
| Volatility Risk Premium | +22.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -0.3% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.7B |
| Return on Equity (TTM) | -54.4% |
| Book / Price | 29.9% |
| Gross Margin (TTM) | 53.1% |
| FCF Margin (TTM) | -83.1% |
| Debt / Equity | 1.29 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $15.29 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $13.99 |
| Bollinger Width / SMA20 | 269.0% (drives anchor stability) |
| Net Debt | $1.3B |
| Market Cap | $5B |
Peers used for multiples: CIFR, COIN, CORZ, HUT, MARA, MSTR, RIOT, WULF
Model Conviction
83%
20-Day Fair Value
≈ by Aug 21, 2026
$15.49
α -0.8%
rank 100%
40-Day Fair Value
≈ by Sep 21, 2026
$15.21
α -2.5%
rank 100%
60-Day Fair Value
≈ by Oct 20, 2026
$13.58
α -13.0%
rank 100%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | $15.66 | 22% | median 3.4× · 6 peers |
| Peer P/S | $84.24 | 22% | median 32.3× · 8 peers |
| Market Anchor (SMA50) | $15.29 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $15.43 | 56% | 20 strikes · skew +0.57 |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- FINANCE SERVICES (6199)
- Exchange
- XNAS
- Market Cap
- $3.9B
Cleanspark Inc. is a data center developer that, until recently, focused exclusively on bitcoin mining. The company provides scalable, energy-efficient digital infrastructure across the United States. The Company has a sole reporting segment, which is the bitcoin mining segment.
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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -2.62% | 7 |
| Feb | +9.00% | 7 |
| Mar | -8.89% | 7 |
| Apr | +8.22% | 7 |
| May | +8.72% | 7 |
| Jun | -0.31% | 7 |
| Jul | +32.97% | 7 |
| Aug | -2.39% | 6 |
| Sep | +1.88% | 6 |
| Oct | +11.23% | 6 |
| Nov | +8.16% | 6 |
| Dec | +20.96% | 6 |
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: $13.96
SMA 50: $15.31
SMA 200: $13.29
Current: $15.61
EMA 12: $14.35
EMA 26: $14.49
MACD: -0.1374 | Signal: 0.3198
BEARISH
ADX (14): 16.96
RANGE
+DI: 28.22
−DI: 18.49
Momentum Oscillators
RSI (14): 56.74
NEUTRAL
Stoch %K: 89.98
Stoch %D: 80.10
Williams %R: -11.78
Volume & Volatility
BB Upper: $16.50
BB Lower: $11.42
NEUTRAL
OBV: 310,208,426
Vol SMA 20: 22,604,002
Vol ROC: 342.67%
ATR: $1.35
True Range: $1.01
HV 20: 93.1%
HV 30: 85.5%
HV 60: 81.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-24T00:00:00 – 2026-07-23T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Two peer companies announced very lucrative new contracts.
Investors are celebrating a "transformational moment" for the digital infrastructure provider.
Earnings History
4 of 6 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-09 | Pre-Market | 9.16% | 6.22% | 0.68x | Within |
| 2025-02-06 | After-Close | 9.73% | 3.29% | 0.34x | Within |
| 2025-05-08 | After-Close | 8.02% | 5.81% | 0.72x | Within |
| 2025-08-08 | Pre-Market | 8.61% | 8.93% | 1.04x | Exceeded |
| 2025-11-25 | After-Close | 12.95% | 3.06% | 0.24x | Within |
| 2026-02-05 | After-Close | 13.05% | 19.39% | 1.49x | Exceeded |
Options Activity
- IV Rank (30D)
- 37.49
- IV Rank (7D)
- 70.81
- Avg IV
- 132.3%
- Straddle (30D)
- $3.65
- Straddle (7D)
- $1.94
- P/C Volume
- 0.31
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)
- 3.32
- Correlation (SPY)
- 47.3%
- R²
- 0.22
- Ann. Volatility
- 89.2%
- SPY Volatility
- 12.7%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 301,421,125 (as of 2025-12-31)
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.
34 filers$299.11M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $65.73M | 21.97% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $44.13M | 14.75% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $34.44M | 11.51% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $21.49M | 7.18% | 2025-09-30 |
| 5 | Jefferies Financial Group Inc. | $20.00M | 6.69% | 2026-03-31 |
| 6 | GROUP ONE TRADING LLC Custodian | $14.66M | 4.90% | 2026-03-31 |
| 7 | Beartown Capital Management, LLC | $14.47M | 4.84% | 2026-03-31 |
| 8 | SIMPLEX TRADING, LLC Custodian | $12.10M | 4.05% | 2026-03-31 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $11.31M | 3.78% | 2026-03-31 |
| 10 | IMC-Chicago, LLC Custodian | $9.65M | 3.23% | 2026-03-31 |
| 11 | SCOGGIN MANAGEMENT LP | $6.38M | 2.13% | 2026-03-31 |
| 12 | Walleye Trading LLC | $6.23M | 2.08% | 2026-03-31 |
| 13 | Cubist Systematic Strategies, LLC | $6.02M | 2.01% | 2025-09-30 |
| 14 | Centiva Capital, LP | $4.25M | 1.42% | 2026-03-31 |
| 15 | MILLENNIUM MANAGEMENT LLC Custodian | $3.62M | 1.21% | 2026-03-31 |
| 16 | Point72 Asset Management, L.P. | $3.35M | 1.12% | 2026-03-31 |
| 17 | Parallax Volatility Advisers, L.P. | $3.23M | 1.08% | 2026-03-31 |
| 18 | PEAK6 LLC | $2.98M | 1.00% | 2026-03-31 |
| 19 | CAPITAL FUND MANAGEMENT S.A. | $2.74M | 0.91% | 2026-03-31 |
| 20 | MIZUHO MARKETS AMERICAS LLC | $1.89M | 0.63% | 2026-03-31 |
| 21 | Squarepoint Ops LLC | $1.78M | 0.60% | 2026-03-31 |
| 22 | TUDOR INVESTMENT CORP ET AL | $1.78M | 0.59% | 2026-03-31 |
| 23 | WOLVERINE ASSET MANAGEMENT LLC | $1.70M | 0.57% | 2026-03-31 |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $1.61M | 0.54% | 2026-03-31 |
| 25 | Caption Management, LLC | $1.39M | 0.46% | 2026-03-31 |
36 filers$208.09M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $39.53M | 19.00% | 2026-03-31 |
| 2 | WOLVERINE ASSET MANAGEMENT LLC | $38.90M | 18.69% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $33.15M | 15.93% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $14.18M | 6.81% | 2026-03-31 |
| 5 | Point72 Asset Management, L.P. | $10.43M | 5.01% | 2026-03-31 |
| 6 | SIMPLEX TRADING, LLC Custodian | $9.02M | 4.33% | 2026-03-31 |
| 7 | GROUP ONE TRADING LLC Custodian | $8.74M | 4.20% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $8.39M | 4.03% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $7.76M | 3.73% | 2025-09-30 |
| 10 | BARCLAYS PLC Custodian | $6.64M | 3.19% | 2026-03-31 |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $5.87M | 2.82% | 2026-03-31 |
| 12 | Tidal Investments LLC | $2.88M | 1.38% | 2026-03-31 |
| 13 | PEAK6 LLC | $2.51M | 1.21% | 2026-03-31 |
| 14 | Parallax Volatility Advisers, L.P. | $2.28M | 1.10% | 2026-03-31 |
| 15 | Galaxy Digital Capital Management GP LLC | $2.13M | 1.02% | 2026-03-31 |
| 16 | Walleye Trading LLC | $1.98M | 0.95% | 2026-03-31 |
| 17 | Jefferies Financial Group Inc. | $1.87M | 0.90% | 2026-03-31 |
| 18 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.79M | 0.86% | 2026-03-31 |
| 19 | Jain Global LLC | $1.28M | 0.61% | 2026-03-31 |
| 20 | D. E. Shaw & Co., Inc. Custodian | $1.15M | 0.55% | 2026-03-31 |
| 21 | Crawford Fund Management, LLC | $1.13M | 0.54% | 2026-03-31 |
| 22 | GOLDMAN SACHS GROUP INC Custodian | $1.11M | 0.53% | 2026-03-31 |
| 23 | MIZUHO MARKETS AMERICAS LLC | $1.04M | 0.50% | 2026-03-31 |
| 24 | Squarepoint Ops LLC | $910.57K | 0.44% | 2026-03-31 |
| 25 | Cubist Systematic Strategies, LLC | $726.45K | 0.35% | 2025-09-30 |
Insider Activity
Latest: 2024-10-25
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 |
|---|---|---|---|---|---|---|---|
| 2024-10-25 | Taylor Monnig | Chief Technology Officer | Sell (S) | −1,350 | $11.88 | -$16.0K | EDGAR |
| 2024-10-02 | Larry McNeill | Director | Award (A) | +34,130 | — | EDGAR | |
| 2024-10-02 | Amanda Cavaleri | Director | Award (A) | +34,130 | — | EDGAR | |
| 2024-10-02 | Thomas Leigh Wood | Director | Award (A) | +34,130 | — | EDGAR | |
| 2024-10-02 | Taylor Monnig | Chief Technology Officer | Mixed | +9,022 | $9.34 | -$15.7K | EDGAR |
| 2024-10-02 | Roger Paul Beynon | Director | Award (A) | +34,130 | — | EDGAR | |
| 2024-10-02 | Gary Anthony Vecchiarelli | Chief Financial Officer | Mixed | +27,064 | $9.34 | -$47.2K | EDGAR |
| 2024-10-02 | Scott Eugene Garrison | Chief Operating Officer | Mixed | +43,876 | $9.34 | -$90.2K | EDGAR |
| 2024-10-02 | S. Matthew Schultz | Executive Chairman | Mixed | +338,246 | $9.34 | -$674.8K | EDGAR |
| 2024-10-02 | Zachary Bradford | CEO and President | Mixed | +451,071 | $9.34 | -$787.0K | EDGAR |
| 2024-10-01 | Gary Anthony Vecchiarelli | Chief Financial Officer | Tax (F) | −15,740 | $9.25 | -$145.6K | EDGAR |
| 2024-10-01 | Scott Eugene Garrison | Chief Operating Officer | Tax (F) | −15,019 | $9.34 | -$140.3K | EDGAR |
| 2024-10-01 | Zachary Bradford | CEO and President | Tax (F) | −177,075 | $9.25 | -$1.64M | EDGAR |
| 2024-10-01 | Taylor Monnig | Chief Technology Officer | Tax (F) | −13,104 | $9.34 | -$122.4K | EDGAR |
| 2024-10-01 | S. Matthew Schultz | Executive Chairman | Tax (F) | −178,201 | $9.25 | -$1.65M | 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
12 insiders · @ $15.61
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 | Zachary Bradford | CEO and President | 3,477,984 | $54.29M | -$16.62M | 24 | 2024-10-02 |
| 2 | S. Matthew Schultz | Executive Chairman | 3,011,267 | $47.01M | -$15.20M | 22 | 2024-10-02 |
| 3 | Thomas Leigh Wood | Director | 1,060,196 | $16.55M | -$74.8K | 13 | 2024-10-02 |
| 4 | Gary Anthony Vecchiarelli | Chief Financial Officer | 565,715 | $8.83M | -$432.1K | 18 | 2024-10-02 |
| 5 | Larry McNeill | Director | 367,100 | $5.73M | -$683.0K | 7 | 2024-10-02 |
| 6 | Taylor Monnig | Chief Technology Officer | 204,220 | $3.19M | -$111.7K | 8 | 2024-10-25 |
| 7 | Scott Eugene Garrison | Chief Operating Officer | 197,396 | $3.08M | $0 | 2 | 2024-10-02 |
| 8 | Roger Paul Beynon | Director | 175,511 | $2.74M | -$195.9K | 8 | 2024-10-02 |
| 9 | Amanda Cavaleri | Director | 175,511 | $2.74M | $0 | 3 | 2024-10-02 |
| 10 | Amer Tadayon | Chief Revenue Officer | 140,627 | $2.20M | $0 | 9 | 2022-01-13 |
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: 2026-05-14
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $148K notice value
· 4 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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Schultz S. Matthew (1, $120K) · Garrison Scott Eugene (1, $17K) · Vecchiarelli Gary Anthony (1, $8K) · Monnig Taylor (1, $3K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | Monnig Taylor | Officer | 211 | $2.8K | 2026-05-14 | Siebert Financial Corp. | — | EDGAR |
| 2026-05-14 | Garrison Scott Eugene | Officer | 1,192 | $16.7K | 2026-05-14 | Siebert Financial Corp. | — | EDGAR |
| 2026-05-14 | Vecchiarelli Gary Anthony | Officer | 632 | $8.4K | 2026-05-14 | Siebert Financial Corp. | — | EDGAR |
| 2026-05-14 | Schultz S. Matthew | Officer, Director | 9,031 | $120.1K | 2026-05-14 | Siebert Financial Corp. | — | EDGAR |
| 2026-02-18 | Carson Brian Jay | Officer | 6,444 | $59.8K | 2026-02-18 | Siebert Financial Corp. | — | EDGAR |
| 2026-02-18 | Monnig Taylor | Officer | 17,968 | $166.7K | 2026-02-18 | Siebert Financial Corp. | — | EDGAR |
| 2026-02-18 | Garrison Scott Eugene | Officer | 21,291 | $197.6K | 2026-02-18 | Siebert Financial Corp. | — | EDGAR |
| 2026-02-18 | Vecchiarelli Gary Anthony | Officer | 28,029 | $260.1K | 2026-02-18 | Siebert Financial Corp. | — | EDGAR |
| 2026-02-18 | Schultz S. Matthew | Officer, Director | 104,126 | $966.3K | 2026-02-18 | Siebert Financial Corp. | — | EDGAR |
| 2025-12-23 | Wood Thomas Leigh | Director | 85,315 | $982.0K | 2025-12-23 | Siebert Financial Corp. | — | 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.
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/B Ratio | 4.0 |
| P/S Ratio | 5.3 |
| EV/EBITDA | -13.5 |
| TTM Revenue | $0.8B |
| TTM Net Income | $-0.3B |
| TTM EPS | $-1.07 |
| ROE | -54.4% |
| Dividend Yield | 0.92% |
| Debt/Equity | 1.82 |