GlobeNewswire Inc.T3·18mo ago
CNOBP ConnectOne Bancorp, Inc. Depositary Shares, each representing a 1/40th interest in a share of 5.25% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels 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.
CNOBP
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Key stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Employees
- 756
- List Date
- 2021-08-13
- CIK
- 0000712771
- Headquarters
- Englewood Cliffs, NJ
- Homepage
- https://www.connectonebank.com
ConnectOne Bancorp Inc is a community-based, full-service New Jersey-chartered commercial bank. Substantially all loans are secured with various types of collateral, including business assets, consumer assets, and commercial/residential real estate. Each borrower's ability to repay its loans is dependent on the conversion of assets, cash flows generated from the borrowers' business, real estate rental, and consumer wages.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -4.21% | 4.85% | 1.40% | 1.87% | 0.50% | 0.88% |
| Feb | -- | -4.11% | 1.22% | 0.32% | 1.09% | -0.12% | -0.32% |
| Mar | -- | -2.28% | -25.40% | 6.38% | -3.90% | -1.42% | -5.32% |
| Apr | -- | -1.63% | -1.57% | 0.30% | -2.87% | 0.98% | -0.96% |
| May | -- | -5.87% | -6.58% | 1.91% | 1.11% | 0.01% | -1.88% |
| Jun | -- | 7.82% | 14.93% | -1.30% | -0.48% | -0.28% | 4.14% |
| Jul | -- | 4.53% | 3.03% | 1.05% | 4.15% | 1.28% | 2.81% |
| Aug | -0.95% | -8.91% | 7.94% | -1.31% | -2.11% | -0.20% | -0.92% |
| Sep | 1.15% | -6.37% | -4.92% | 2.34% | 2.18% | -0.71% | -1.05% |
| Oct | 1.53% | 2.85% | 0.67% | -1.75% | 1.05% | 0.08%* | 0.74% |
| Nov | -2.26% | 8.91% | 11.15% | 5.63% | 0.17% | -- | 4.72% |
| Dec | 0.42% | -7.82% | -1.07% | 3.47% | 1.91% | -- | -0.62% |
| Total | -0.16% | -17.51% | -2.06% | 19.65% | 3.94% | 0.09% | 0.66% |
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: $25.28
SMA 50: $25.26
SMA 200: $24.89
Current: $25.27
EMA 12: $25.29
EMA 26: $25.28
MACD: 0.0076 | Signal: -0.0015
BULLISH
ADX (14): 20.72
WEAK TREND
+DI: 28.84
−DI: 15.87
Momentum Oscillators
RSI (14): 49.00
NEUTRAL
Stoch %K: 56.38
Stoch %D: 58.76
Williams %R: -57.12
Volume & Volatility
BB Upper: $25.37
BB Lower: $25.18
NEUTRAL
OBV: -80,466
Vol SMA 20: 2,831
Vol ROC: -89.71%
ATR: $0.08
True Range: $0.00
HV 20: 3.9%
HV 30: 4.2%
HV 60: 4.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-09-27T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: CNOBP
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers and Primary Risks:
- Trend indicators suggest a short-term uptrend, but momentum oscillators indicate neutrality.
- Volatility is low, which reduces the risk of significant price movements.
Investment Thesis: CNOBP's recent consolidation around its SMA 20 suggests a potential base formation. A breakout above this level could lead to further gains, while a breakdown below it may signal a correction. The stock's low volatility and stable earnings history make it an attractive option for conservative investors seeking stability.
Recent News Sentiment Impact: No recent news available.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Consolidation around SMA 20
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $23.95 (support)
- SMA 50: $23.75 (support)
- Upper Bollinger Band: $24.22 (resistance)
Momentum Signals:
- RSI (14): 63.53 (neutral)
- MACD: 0.12 / Signal: 0.01 / Histogram: 0.11 (bullish)
- Stochastic %K: 73.62
- Stochastic %D: 76.68
Volume Analysis:
- Volume SMA 20: 5042.10
- On-Balance Volume (OBV): -150118.00 (bearish)
- Volume Rate of Change: -67.05% (indicating decreased volume)
News & Sentiment Analysis
Recent Headlines Summary: No recent news available.
Sentiment Assessment: Neutral, reflecting the stock's consolidation around its SMA 20.
Catalyst Identification: Next Earnings Date: 2025-10-22.
Market Narrative: The lack of recent news and low volatility suggest a stable market environment, which may continue to support CNOBP's price.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to the market (beta = 0.23).
Volatility Regime: Low volatility compared to historical levels.
Options Market Signals: No options data available.
Downside Protection: Support at SMA 20 ($23.95) and potential bounce from this level if breached.
Market Context & Positioning
Sector Performance: CNOBP's sector is performing moderately well, with a correlation of 0.35 to the overall market.
Institutional Activity: No significant institutional activity detected.
Correlation Analysis: Low correlation (R-squared = 0.13) indicates CNOBP's price moves independently from the market.
Relative Valuation: CNOBP is trading within its expected range, with no clear valuation anomalies.
Key Levels & Action Items
Critical Price Levels:
- SMA 20 ($23.95): support
- Upper Bollinger Band ($24.22): resistance
Breakout/Breakdown Levels: Break above SMA 20 or below SMA 50 to trigger significant price movements.
Time-Sensitive Catalysts: Next Earnings Date (2025-10-22) and potential earnings surprise.
Risk Management: Stop-loss levels at $23.50 and position sizing considerations based on volatility.
Generated
News
All CNOBP news →
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CNOBP Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
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
Risk Metrics
Beta: 0.0191
Alpha: 4.97%
Correlation: 0.0480
R-Squared: 0.2%
Stock Volatility: 4.9%
Market Volatility: 12.4%
Analysis Details
Benchmark: SPY
Data Points: 238
Period: 252 trading days
Data Points: 238
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
CNOBP Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional 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.
1 filers$13.38K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $13.38K | 100.00% | 2026-06-30 |
1 filers$6.69K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Simplex Trading, LLC Custodian | $6.69K | 100.00% | 2026-06-30 |
CNOBP Insider Trading (Form 4)
Latest: 2026-06-16Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-06-16 | Anson M. Moise | Director | Buy (P) | +860 | $33.19 | $28.5K | EDGAR |
| 2026-06-09 | Anson M. Moise | Director | Buy (P) | +240 | $31.18 | $7.5K | EDGAR |
| 2026-06-03 | Susan C O'Donnell | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Mark Sokolich | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Anson M. Moise | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Nicholas Minoia | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Frank W Baier | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Stephen T. Boswell | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Michael W Kempner | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Frank Huttle III | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Christopher Becker | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Daniel E Rifkin | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Edward J. Haye | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Peter Quick | Director | Award (A) | +2,528 | — | EDGAR | |
| 2026-06-03 | Katherin Nukk-Freeman | Director | Award (A) | +2,528 | — | 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.
CNOBP Insider Holdings
22 insiders · @ $25.27
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 | Frank Sorrentino III | Chairman & CEO | 861,165 | $21.76M | -$1.02M | 9 | 2026-03-27 |
| 2 | Stephen T. Boswell | Director | 355,670 | $8.99M | $1.23M | 15 | 2026-06-03 |
| 3 | Daniel E Rifkin | Director | 223,637 | $5.65M | $69.2K | 6 | 2026-06-03 |
| 4 | Michael W Kempner | Director | 218,994 | $5.53M | -$2.97M | 9 | 2026-06-03 |
| 5 | Frank Huttle III | Director | 170,249 | $4.30M | $0 | 6 | 2026-06-03 |
| 6 | Elizabeth Magennis | Bank President | 144,283 | $3.65M | $0 | 9 | 2026-03-27 |
| 7 | William S Burns | Senior EVP & CFO | 126,020 | $3.18M | $0 | 8 | 2026-03-27 |
| 8 | Mark Sokolich | Director | 117,030 | $2.96M | $0 | 6 | 2026-06-03 |
| 9 | Frank W Baier | Director | 110,242 | $2.79M | $0 | 5 | 2026-06-03 |
| 10 | Laura Criscione | EVP & Chief Compliance Officer | 105,420 | $2.66M | $0 | 9 | 2026-03-27 |
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.
CNOBP Board & Officers
As of SEC filings through Jun 16, 2026Directors 15
- Nicholas Minoia · since Dec 5, 2008
- Frank Huttle III · since Jul 1, 2014
- Frank Sorrentino III · since Jul 1, 2014
- Frank W Baier · since Jul 1, 2014
- Michael W Kempner · since Jul 1, 2014
- Stephen T. Boswell · since Jul 1, 2014
- Katherin Nukk-Freeman · since Oct 23, 2018
- Daniel E Rifkin · since Jan 2, 2019
- Mark Sokolich · since Jan 2, 2020
- Anson M. Moise · since May 25, 2021
- Susan C O'Donnell · since May 21, 2024
- Christopher Becker · since Jun 1, 2025
- Edward J. Haye · since Jun 1, 2025
- Peter Quick · since Jun 1, 2025
- Elizabeth Magennis · listed since Mar 2026
Officers 8
- Frank Sorrentino III · Chairman & CEO · listed since Mar 2024
- Elizabeth Magennis · Bank President · listed since Mar 2025
- William S Burns · Senior EVP & CFO · listed since Apr 2022
- Laura Criscione · EVP & Chief Compliance Officer · since Jul 1, 2014
- Joseph T. Javitz · EVP & Chief Credit Officer · since Jun 18, 2025
- Mark J Pappas · EVP & Chief Risk Officer · since Jan 1, 2026
- Robert Allan Schwartz · EVP & General Counsel · since Jun 2, 2025
- Steven Primiano · EVP, Treas.& C Corp DevOfficer · listed since Mar 2026
Changes in the last 10 years (19)
| Mar 24, 2026 | Steven Primiano listed as EVP, Treas.& C Corp DevOfficer (previously EVP,Treas.& C Corp Develop. O.) in SEC filings |
| Mar 24, 2026 | Elizabeth Magennis first listed as a director in an SEC filing |
| Jan 1, 2026 | Mark J Pappas became EVP & Chief Risk Officer |
| Jun 18, 2025 | Steven Primiano became EVP,Treas.& C Corp Develop. O. |
| Jun 18, 2025 | Joseph T. Javitz became EVP & Chief Credit Officer |
| Jun 2, 2025 | Robert Allan Schwartz became EVP & General Counsel |
| Jun 1, 2025 | Peter Quick became a director |
| Jun 1, 2025 | Edward J. Haye became a director |
| Jun 1, 2025 | Christopher Becker became a director |
| Mar 21, 2025 | Elizabeth Magennis listed as Bank President (previously EVP & Bank President) in SEC filings |
| May 21, 2024 | Susan C O'Donnell became a director |
| Mar 22, 2024 | Frank Sorrentino III listed as Chairman & CEO (previously Chairman, President & CEO) in SEC filings |
| Apr 5, 2022 | William S Burns listed as Senior EVP & CFO (previously EVP & Chief Financial Officer) in SEC filings |
| May 25, 2021 | Anson M. Moise became a director |
| Mar 25, 2021 | Elizabeth Magennis listed as EVP & Bank President (previously EVP & Chief Lending Officer) in SEC filings |
| Nov 30, 2020 | Michael O'Malley became EVP & Chief Risk Officer |
| Jan 2, 2020 | Mark Sokolich became a director |
| Jan 2, 2019 | Daniel E Rifkin became a director |
| Oct 23, 2018 | Katherin Nukk-Freeman became a director |
Not reported recently (8)
- Michael O'Malley · Last reported as EVP & Chief Risk Officer in an SEC filing dated Mar 26, 2025
- William Thompson · Last reported as a director in an SEC filing dated Aug 17, 2023
- Christopher J. Ewing · Last reported as EVP & Chief Operations Officer in an SEC filing dated May 8, 2023
- Joseph Parisi Jr. · Last reported as a director in an SEC filing dated Jun 3, 2022
- Michael J. McGrover · Last reported as FSVP & Chief Credit Officer in an SEC filing dated Mar 25, 2021
- Alexander Bol · Last reported as a director in an SEC filing dated Jun 4, 2020
- Frederick S Fish · Last reported as a director in an SEC filing dated Apr 25, 2019
- Harold Schechter · Last reported as a director in an SEC filing dated Apr 3, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
CNOBP Proposed Insider Sales (Form 144)
Latest: 2023-08-09
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
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. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2023-08-09 | MICHAEL W KEMPNER | Director | 47,500 | $983.4K | 2023-08-09 | 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. Market-wide feed: Planned sales (Form 144).
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.