ConocoPhillips (NYSE:COP) agreed to acquire a 42% stake in BP Plc’s (NYSE:BP) development subsidiary covering four major oilfields in the Kirkuk region of northern Iraq, with the partnership aiming to rehabilitate and optimize production at a cost of ~$25 billion. The deal…
ConocoPhillips(COP)
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.
COP
$112.07
—
Snapshot
$112.07
- 52-Week Range
- $85.57 – $135.87
- YTD
- +15.90%
- IV Rank (30D)
- 10.18
- Straddle Price
- $8.18
- P/C Vol Ratio
- 0.64
- Market Cap
- $137.5B
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) | 4.58% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.75% (VRP-adj) |
| WACC | 8.86% |
| Volatility Risk Premium | +6.3pp (IV − HV30), ERP adj +17bps |
| Effective Tax Rate | 36.6% |
| Rev. Growth (YoY, DCF input) | +12.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $5.9B |
| Return on Equity (TTM) | 11.3% |
| Book / Price | 45.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 61.5% |
| FCF Margin (TTM) | 10.1% |
| Debt / Equity | 0.34 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +11.1% (reverse-DCF on current price) |
| SMA 50 | $113.98 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $108.14 |
| Bollinger Width / SMA20 | 10.6% (drives anchor stability) |
| Net Debt | $16.4B |
| Market Cap | $141B |
Peers used for multiples: CVX, DVN, EOG, OXY, PSX, SLB, VLO
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
70%
20-Day Fair Value
≈ by Aug 17, 2026
$120.59
α +5.1%
rank 65%
40-Day Fair Value
≈ by Sep 15, 2026
$126.32
α +10.1%
rank 43%
60-Day Fair Value
≈ by Oct 14, 2026
$126.84
α +10.6%
rank 44%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $123.56 | 17% | |
| DDM (Gordon) | $72.99 | 13% | |
| Peer P/E | $134.12 | 5% | median 20.7× · 7 peers |
| Peer EV/EBITDA | $182.77 | 5% | median 10.1× · 7 peers |
| Peer P/B | $140.88 | 5% | median 2.7× · 7 peers |
| Peer P/S | $101.71 | 5% | median 2.0× · 7 peers |
| Market Anchor (SMA50) | $113.98 | 33% | stability 97% (BB-width) |
| Options Expected (B-L 30d) | $112.01 | 17% | 48 strikes · skew -1.55 |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- PETROLEUM REFINING (2911)
- Exchange
- XNYS
- Market Cap
- $137.5B
ConocoPhillips is a US-based independent exploration and production firm. Its operations are primarily in Alaska and the Lower 48, with footprints in Canada, Europe, Asia-Pacific, the Middle East, and Africa. It also has substantial integrated LNG production and marketing activities across geographies.
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 | -0.54% | 23 |
| Feb | +0.92% | 23 |
| Mar | +1.38% | 23 |
| Apr | +3.78% | 23 |
| May | -0.18% | 23 |
| Jun | -2.35% | 23 |
| Jul | -0.15% | 23 |
| Aug | -0.14% | 22 |
| Sep | +1.46% | 23 |
| Oct | +0.15% | 23 |
| Nov | +1.66% | 23 |
| Dec | +0.76% | 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: $108.32
SMA 50: $113.81
SMA 200: $106.49
Current: $114.71
EMA 12: $110.71
EMA 26: $110.98
MACD: -0.2701 | Signal: 1.2747
BEARISH
ADX (14): 19.72
RANGE
+DI: 31.00
−DI: 20.85
Momentum Oscillators
RSI (14): 57.83
NEUTRAL
Stoch %K: 86.56
Stoch %D: 85.85
Williams %R: -11.42
Volume & Volatility
BB Upper: $115.01
BB Lower: $101.62
NEUTRAL
OBV: -25,548,761
Vol SMA 20: 7,695,441
Vol ROC: -15.79%
ATR: $2.92
True Range: $3.42
HV 20: 32.0%
HV 30: 33.3%
HV 60: 31.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
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
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-01 | Pre-Market | 2.75% | 2.29% | 0.83x | Within |
| 2024-10-31 | Pre-Market | 2.83% | 6.37% | 2.25x | Exceeded |
| 2025-02-06 | Pre-Market | 2.99% | 1.31% | 0.44x | Within |
| 2025-05-08 | Pre-Market | 3.31% | 1.90% | 0.57x | Within |
| 2025-08-07 | Pre-Market | 3.07% | 0.31% | 0.10x | Within |
| 2025-11-06 | Pre-Market | 3.06% | 2.06% | 0.67x | Within |
| 2026-02-05 | Pre-Market | 2.88% | 3.05% | 1.06x | Exceeded |
| 2026-04-30 | Pre-Market | 3.43% | 1.93% | 0.56x | Within |
Options Activity
- IV Rank (30D)
- 10.18
- IV Rank (7D)
- 48.06
- Avg IV
- 39.7%
- Straddle (30D)
- $8.18
- Straddle (7D)
- $4.17
- P/C Volume
- 0.64
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)
- -0.35
- Correlation (SPY)
- -15.0%
- R²
- 0.02
- Ann. Volatility
- 29.7%
- SPY Volatility
- 12.6%
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 1,246,064,500 (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.
61 filers$2.47B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $510.88M | 20.71% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $314.76M | 12.76% | 2026-03-31 |
| 3 | Optiver Holding B.V. | $207.45M | 8.41% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $193.34M | 7.84% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $141.61M | 5.74% | 2026-03-31 |
| 6 | PEAK6 LLC | $126.51M | 5.13% | 2026-03-31 |
| 7 | ROYAL BANK OF CANADA Custodian | $108.24M | 4.39% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $78.21M | 3.17% | 2025-09-30 |
| 9 | JPMORGAN CHASE & CO Custodian | $76.61M | 3.11% | 2026-03-31 |
| 10 | Walleye Trading LLC | $68.60M | 2.78% | 2026-03-31 |
| 11 | GROUP ONE TRADING LLC Custodian | $59.19M | 2.40% | 2026-03-31 |
| 12 | MILLENNIUM MANAGEMENT LLC Custodian | $57.10M | 2.31% | 2026-03-31 |
| 13 | BARCLAYS PLC Custodian | $55.36M | 2.24% | 2026-03-31 |
| 14 | UBS Group AG Custodian | $53.87M | 2.18% | 2026-03-31 |
| 15 | SIMPLEX TRADING, LLC Custodian | $40.72M | 1.65% | 2026-03-31 |
| 16 | Parallax Volatility Advisers, L.P. | $35.08M | 1.42% | 2026-03-31 |
| 17 | BNP PARIBAS FINANCIAL MARKETS Custodian | $31.19M | 1.26% | 2026-03-31 |
| 18 | LMR Partners LLP | $25.38M | 1.03% | 2026-03-31 |
| 19 | GOLDMAN SACHS GROUP INC Custodian | $24.74M | 1.00% | 2026-03-31 |
| 20 | NATIONAL BANK OF CANADA /FI/ Custodian | $23.23M | 0.94% | 2026-03-31 |
| 21 | Alphadyne Asset Management LP | $19.84M | 0.80% | 2026-03-31 |
| 22 | TORONTO DOMINION BANK | $19.80M | 0.80% | 2026-03-31 |
| 23 | CAPITAL FUND MANAGEMENT S.A. | $19.27M | 0.78% | 2026-03-31 |
| 24 | Qube Research & Technologies Ltd | $16.63M | 0.67% | 2026-03-31 |
| 25 | Walleye Capital LLC | $16.25M | 0.66% | 2026-03-31 |
61 filers$1.99B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $396.69M | 19.94% | 2026-03-31 |
| 2 | Optiver Holding B.V. | $196.40M | 9.87% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $156.33M | 7.86% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $100.28M | 5.04% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $97.97M | 4.93% | 2026-03-31 |
| 6 | UBS Group AG Custodian | $80.41M | 4.04% | 2026-03-31 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $76.16M | 3.83% | 2026-03-31 |
| 8 | GOLDMAN SACHS GROUP INC Custodian | $75.11M | 3.78% | 2026-03-31 |
| 9 | Walleye Trading LLC | $74.49M | 3.75% | 2026-03-31 |
| 10 | PEAK6 LLC | $66.48M | 3.34% | 2026-03-31 |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $64.68M | 3.25% | 2026-03-31 |
| 12 | Parallax Volatility Advisers, L.P. | $64.12M | 3.22% | 2026-03-31 |
| 13 | Alphadyne Asset Management LP | $47.22M | 2.37% | 2026-03-31 |
| 14 | TUDOR INVESTMENT CORP ET AL | $43.12M | 2.17% | 2026-03-31 |
| 15 | ADAPT Investment Managers SA | $33.00M | 1.66% | 2026-03-31 |
| 16 | SIMPLEX TRADING, LLC Custodian | $29.45M | 1.48% | 2026-03-31 |
| 17 | Walleye Capital LLC | $28.96M | 1.46% | 2026-03-31 |
| 18 | Qube Research & Technologies Ltd | $28.89M | 1.45% | 2026-03-31 |
| 19 | CAPSTONE INVESTMENT ADVISORS, LLC | $23.77M | 1.20% | 2026-03-31 |
| 20 | HSBC HOLDINGS PLC Custodian | $23.39M | 1.18% | 2026-03-31 |
| 21 | WOLVERINE TRADING, LLC Custodian | $21.69M | 1.09% | 2025-09-30 |
| 22 | WS MANAGEMENT LLLP | $20.95M | 1.05% | 2026-03-31 |
| 23 | BARCLAYS PLC Custodian | $18.61M | 0.94% | 2026-03-31 |
| 24 | BNP PARIBAS FINANCIAL MARKETS Custodian | $17.57M | 0.88% | 2026-03-31 |
| 25 | CAPITAL FUND MANAGEMENT S.A. | $12.62M | 0.63% | 2026-03-31 |
Insider Activity
Latest: 2026-06-16
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-16 | ROBERT A NIBLOCK | Director | Grant (A) | +322 RSU | — | EDGAR | |
| 2026-06-10 | Sharmila Mulligan | Director | Sell (S) | −1,974 | $119.00 | -$234.9K | EDGAR |
| 2026-06-03 | ANDREW D LUNDQUIST | Senior Vice President | Mixed | +1,611 | $116.46 | -$154.3K | EDGAR |
| 2026-04-17 | William H. McRaven | Director | Exer (M) | +2,230 | — | EDGAR | |
| 2026-04-17 | TIMOTHY A LEACH | Director | Exer (M) | +2,230 | — | EDGAR | |
| 2026-03-31 | Nicholas G Olds | Executive Vice President | Gift (G) | −1,903 | — | EDGAR | |
| 2026-03-31 | Ryan Michael Lance | Chairman and CEO | Sell (S) | −113,221 | $132.71 | -$15.03M | EDGAR |
| 2026-03-25 | Kelly Brunetti Rose | SVP & General Counsel | Sell (S) | −7,700 | $130.03 | -$1.00M | EDGAR |
| 2026-03-23 | Ryan Michael Lance | Chairman and CEO | Mixed | — | $88.51 | -$39.28M | EDGAR |
| 2026-03-23 | Nicholas G Olds | Executive Vice President | Sell (S) | −6,994 | $127.06 | -$888.7K | EDGAR |
| 2026-03-17 | ROBERT A NIBLOCK | Director | Grant (A) | +298 RSU | — | EDGAR | |
| 2026-03-16 | Nicholas G Olds | Executive Vice President | Sell (S) | −14,522 | $119.36 | -$1.73M | EDGAR |
| 2026-03-16 | ANDREW D LUNDQUIST | Senior Vice President | Mixed | — | $84.72 | -$2.41M | EDGAR |
| 2026-03-16 | Heather G. Hrap | Senior Vice President | Sell (S) | −2,654 | $119.68 | -$317.6K | EDGAR |
| 2026-03-13 | WELSH KONTESSA S HAYNES | VP & Controller | Sell (S) | −10,339 | $120.07 | -$1.24M | 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
52 insiders · @ $114.71
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 | JAMES J MULVA | Chairman, President and CEO | 2,725,076 | $312.59M | $0 | 114 | 2012-04-12 |
| 2 | Ryan Michael Lance | Chairman and CEO | 863,635 | $99.07M | -$368.50M | 76 | 2026-03-31 |
| 3 | Janet Carrig | SVP & General Counsel | 602,949 | $69.16M | -$24.22M | 34 | 2018-08-24 |
| 4 | TIMOTHY A LEACH | Director | 413,441 | $47.43M | -$20.50M | 30 | 2026-04-17 |
| 5 | C William Giraud | Senior Vice President | 198,879 | $22.81M | $0 | 4 | 2024-02-14 |
| 6 | Matthew J Fox | Executive Vice President & COO | 172,981 | $19.84M | $0 | 30 | 2021-02-23 |
| 7 | JOHN A CARRIG | President | 172,655 | $19.81M | -$30.9K | 19 | 2011-02-14 |
| 8 | Randy L Limbacher | Executive Vice President | 133,925 | $15.36M | -$3.52M | 6 | 2007-07-20 |
| 9 | PHILIP L FREDERICKSON | Executive Vice President | 98,538 | $11.30M | -$4.88M | 4 | 2007-07-20 |
| 10 | Al J. Hirshberg | Executive Vice President | 85,207 | $9.77M | $629.5K | 25 | 2018-12-04 |
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: 2026-05-21
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $242K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Mulligan Sharmila (1, $242K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Mulligan Sharmila | Director | 1,974 | $242.1K | 2026-05-21 | CHARLES SCHWAB & CO | — | EDGAR |
| 2026-03-31 | Ryan M. Lance | Officer | 113,221 | $14.95M | 2026-03-31 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-03-24 | Kelly Rose | Officer | 7,700 | $996.0K | 2026-03-24 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-03-23 | Nicholas Olds | Officer | 6,994 | $888.4K | 2026-03-23 | Merrill Lynch | — | EDGAR |
| 2026-03-20 | Lance Ryan Michael | Officer, Director | 506,800 | $64.49M | 2026-03-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-13 | LUNDQUIST ANDREW D | Officer | 34,500 | $4.13M | 2026-03-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-13 | Heather Grace Hrap | officer | 2,654 | $317.6K | 2026-03-13 | Merrill Lynch | — | EDGAR |
| 2026-03-13 | Nicholas G. Olds | Officer | 14,522 | $1.73M | 2026-03-12 | Merrill Lynch | — | EDGAR |
| 2026-03-12 | HAYNES WELSH KONTESSA S | Officer | 1,513 | $181.8K | 2026-03-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-12 | Kontessa Haynes-Welsh | Officer | 8,826 | $1.06M | 2026-03-12 | Merrill Lynch | — | 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: 2026-05-14
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-14 | 0001104659-26-061130 | EDGAR |
| 2026-04-30 | 0001163165-26-000016 | EDGAR |
| 2026-02-05 | 0001163165-26-000005 | EDGAR |
| 2025-11-06 | 0001163165-25-000056 | EDGAR |
| 2025-08-07 | 0001163165-25-000040 | EDGAR |
| 2025-07-01 | 0001104659-25-064439 | EDGAR |
| 2025-05-15 | 0001104659-25-049593 | EDGAR |
| 2025-05-08 | 0001163165-25-000023 | EDGAR |
| 2025-02-06 | 0001163165-25-000006 | EDGAR |
| 2025-01-28 | 0001104659-25-006571 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-17 | 0001163165-26-000009 | EDGAR |
| 2025-02-18 | 0001163165-25-000012 | EDGAR |
| 2024-02-15 | 0001163165-24-000010 | EDGAR |
| 2023-02-16 | 0001163165-23-000006 | EDGAR |
| 2022-02-17 | 0001562762-22-000031 | EDGAR |
| 2021-02-16 | 0001562762-21-000027 | EDGAR |
| 2020-02-18 | 0001193125-20-039954 | EDGAR |
| 2019-02-19 | 0001193125-19-043841 | 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 | 0001163165-26-000018 | EDGAR |
| 2025-11-06 | 0001163165-25-000058 | EDGAR |
| 2025-08-07 | 0001163165-25-000042 | EDGAR |
| 2025-05-08 | 0001163165-25-000025 | EDGAR |
| 2024-10-31 | 0001163165-24-000052 | EDGAR |
| 2024-08-01 | 0001163165-24-000037 | EDGAR |
| 2024-05-02 | 0001163165-24-000023 | EDGAR |
| 2023-11-02 | 0001163165-23-000031 | EDGAR |
| 2023-08-03 | 0001163165-23-000023 | EDGAR |
| 2023-05-04 | 0001163165-23-000011 | 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 | 19.0 |
| P/B Ratio | 2.1 |
| P/S Ratio | 2.4 |
| EV/EBITDA | 7.1 |
| TTM Revenue | $58.2B |
| TTM Net Income | $7.3B |
| TTM EPS | $5.89 |
| ROE | 11.3% |
| Dividend Yield | 2.93% |
| Debt/Equity | 0.36 |