GlobeNewswire Inc.T3·23mo ago
CREX CREATIVE REALITIES, INC.
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.
CREX
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Key stats
Related
About
- Industry (SIC)
- SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN (7373) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 238
- List Date
- 2006-11-27
- CIK
- 0001356093
- Next Earnings
- 2026-11-11
- Headquarters
- Louisville, KY
- Homepage
- https://www.cri.com
Creative Realities Inc, along with its subsidiaries, is engaged in providing digital marketing technology & solutions to world-wide retail companies, luxury and other individual retail brands, advertising networks, outdoor clients, enterprises, and other organizations. The company operates in one reportable segment, marketing technology solutions. It offers solutions related to digital merchandising systems, omnichannel customer engagement systems, interactive digital shopping assistants, advisors and kiosks, and high-end audio-visual networks, along with marketing technologies such as mobile,…
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 | 1.29% | -6.90% | 14.53% | 27.75% | 0.20% | 11.83% | 8.12% |
| Feb | 63.10% | -26.67% | 9.43% | 39.06% | -14.86% | 8.36% | 13.07% |
| Mar | -32.47% | -22.48% | 7.25% | -9.38% | 2.09% | -5.23% | -10.04% |
| Apr | -20.90% | -20.94% | 16.03% | -10.99% | -6.67% | 4.89% | -6.43% |
| May | 54.35% | -3.25% | 4.64% | 0.00% | 69.19% | -4.91% | 20.00% |
| Jun | -3.56% | -5.34% | 13.81% | 43.43% | 10.49% | 5.63% | 10.74% |
| Jul | -27.07% | -0.50% | 19.68% | 3.22% | -19.53% | -22.94% | -7.86% |
| Aug | -13.77% | 11.61% | -47.09% | 1.32% | -7.69% | -11.94% | -11.26% |
| Sep | -5.59% | -13.17% | -20.51% | 2.23% | -0.43% | -11.19% | -8.11% |
| Oct | 6.99% | 3.77% | 25.33% | -8.81% | 26.84% | -12.90%* | 6.87% |
| Nov | 7.64% | 3.17% | 12.93% | -24.76% | 0.70% | -- | -0.06% |
| Dec | -13.04% | -4.92% | 21.65% | -21.22% | -8.42% | -- | -5.19% |
| Total | -21.90% | -62.39% | 60.97% | 18.77% | 31.46% | -36.49% | -1.59% |
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: $2.32
SMA 50: $2.57
SMA 200: $3.30
Current: $2.16
EMA 12: $2.23
EMA 26: $2.36
MACD: -0.1293 | Signal: 0.0036
BEARISH
ADX (14): 27.76
TREND
+DI: 8.35
−DI: 24.07
Momentum Oscillators
RSI (14): 32.86
NEUTRAL
Stoch %K: 33.97
Stoch %D: 34.04
Williams %R: -70.38
Volume & Volatility
BB Upper: $2.61
BB Lower: $2.03
NEUTRAL
OBV: -2,099,093
Vol SMA 20: 28,380
Vol ROC: -43.98%
ATR: $0.14
True Range: $0.03
HV 20: 30.7%
HV 30: 30.0%
HV 60: 52.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
Here is the LLM Stock Analysis Prompt Template filled with the given stock data:
Executive Summary
BULLISH/BEARISH: NEUTRAL (Confidence level: 6/10)
Key drivers and primary risks: CREX has been trending sideways, but recent bullish momentum indicators suggest a potential breakout. Key risks include high volatility and mixed news sentiment.
Investment thesis: CREX is poised for a potential breakout due to positive fundamental developments, such as the Clarity™ CMS tech stack powering digital menu boards transformation for fast-growing QSR brands like 7 Brew and Steele Brands. However, high volatility and mixed news sentiment create uncertainty around the stock's direction.
Recent news sentiment impact: The overall news sentiment is POSITIVE, with recent headlines highlighting CREX's growth momentum and technological advancements.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Sideways; Medium-term (1-3 months): Uptrend; Long-term (3-12 months): Uptrend
Support/Resistance Levels: Key price levels from moving averages: SMA 20 at $3.73, SMA 50 at $3.68, SMA 200 at $3.06.
Momentum Signals: RSI interpretation: Neutral (49.09), indicating no clear buy or sell signal. MACD signal: Bullish (0.00 / Signal: -0.01 / Histogram: 0.01). Bollinger Bands position: Squeeze, with the price touching the middle band.
Volume Analysis: Volume trends and institutional interest signals: On-Balance Volume (OBV): Negative (-1581937.59), indicating a potential sell signal. Volume Rate of Change: High at 234.87%.
News & Sentiment Analysis
Recent Headlines Summary: CREX's Clarity™ CMS tech stack powers digital menu boards transformation for fast-growing QSR brands, with positive news sentiment.
Sentiment Assessment: Aggregate news sentiment is POSITIVE (average sentiment score: 3.5/4).
Catalyst Identification: No earnings data available; however, the company's growth momentum and technological advancements could drive future catalysts.
Market Narrative: The market narrative aligns with CREX's positive fundamental developments, suggesting a potential breakout.
Risk & Volatility Assessment
Beta Interpretation: High risk (beta: 1.33 vs SPY), indicating that CREX moves more than the broader market.
Volatility Regime: Current volatility is high (0.65) compared to historical levels.
Options Market Signals: No options data available.
Downside Protection: Support levels and risk management considerations: SMA 20 at $3.73, SMA 50 at $3.68, SMA 200 at $3.06.
Market Context & Positioning
Sector Performance: CREX outperforms the broader market (Russell Microcap Index).
Institutional Activity: No significant institutional activity detected.
Correlation Analysis: CREX moves independently of the broader market (R-squared: 0.25).
Relative Valuation: CREX is positioned within a trading range, with recent price movements suggesting a potential breakout.
Key Levels & Action Items
Critical Price Levels: Support/resistance levels to monitor: SMA 20 at $3.73, SMA 50 at $3.68, SMA 200 at $3.06.
Breakout/Breakdown Levels: Technical levels that could trigger significant moves: Upper Bollinger Band at $3.92, Lower Bollinger Band at $3.55.
Time-Sensitive Catalysts: No earnings data available; however, the company's growth momentum and technological advancements could drive future catalysts.
Risk Management: Stop-loss levels and position sizing considerations: SMA 20 at $3.73, SMA 50 at $3.68, SMA 200 at $3.06.
Generated
News
All CREX news →
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CREX 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: 1.1929
Alpha: -38.55%
Correlation: 0.2735
R-Squared: 7.5%
Stock Volatility: 55.6%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own CREX
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $284K | #2791 of 3138 | +0.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $172K | #5563 of 6285 | -43.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CREX Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CREX Insider Trading (Form 4)
Latest: 2026-07-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | Richard C Mills | Chief Executive Officer | Buy (P) | +200,000 | $3.50 | $700.0K | EDGAR |
| 2026-07-02 | Tamra L Koshewa | Chief Financial Officer | Buy (P) | +28,571 | $3.50 | $100.0K | EDGAR |
| 2026-04-15 | Donald A Harris | Director | Award (A) | +13,794 | — | EDGAR | |
| 2026-04-15 | David Arthur Bell | Director | Award (A) | +13,794 | — | EDGAR | |
| 2026-04-15 | Stephen Nesbit | Director | Award (A) | +13,794 | — | EDGAR | |
| 2026-03-10 | Michael Bosco | Director | Award (A) | +2,117 | — | EDGAR | |
| 2026-03-03 | Thomas B Ellis | Director | Award (A) | +2,117 | — | EDGAR | |
| 2026-02-26 | Daniel Francis McGrath | Director | Award (A) | +2,117 | — | EDGAR | |
| 2026-01-28 | Tamra L Koshewa | Chief Financial Officer | Grant (A) | +100,000 opt | — | EDGAR | |
| 2026-01-07 | Pegasus Investors IV GP, LLC | 10%+ Owner | Sell (S) | −12,829,365 | $2.52 | -$32.33M | EDGAR |
| 2025-07-03 | David Ryan Mudd | Interim CFO | Award (A) | +50,000 | — | EDGAR | |
| 2025-07-03 | Richard C Mills | Chief Executive Officer | Award (A) | +450,000 | — | EDGAR | |
| 2025-06-04 | David Ryan Mudd | Interim CFO | Grant (A) | +69,000 opt | — | EDGAR | |
| 2025-06-04 | Richard C Mills | Chief Executive Officer | Buy (P) | +16,000 | $3.26 | $52.2K | EDGAR |
| 2025-04-03 | David Arthur Bell | Director | Award (A) | +19,044 | — | 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.
CREX Insider Holdings
9 insiders · @ $2.16
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 | Richard C Mills | Chief Executive Officer | 981,926 | $2.12M | $752.2K | 3 | 2026-07-02 |
| 2 | Donald A Harris | Director | 187,761 | $405.6K | $0 | 2 | 2026-04-15 |
| 3 | Stephen Nesbit | Director | 101,389 | $219.0K | $0 | 2 | 2026-04-15 |
| 4 | David Arthur Bell | Director | 63,735 | $137.7K | $0 | 2 | 2026-04-15 |
| 5 | David Ryan Mudd | Interim CFO | 50,000 | $108.0K | $0 | 2 | 2025-07-03 |
| 6 | Tamra L Koshewa | Chief Financial Officer | 28,571 | $61.7K | $100.0K | 2 | 2026-07-02 |
| 7 | Thomas B Ellis | Director | 2,117 | $4.6K | $0 | 1 | 2026-03-03 |
| 8 | Michael Bosco | Director | 2,117 | $4.6K | $0 | 1 | 2026-03-10 |
| 9 | Daniel Francis McGrath | Director | 2,117 | $4.6K | $0 | 1 | 2026-02-26 |
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.
CREX Board & Officers
As of SEC filings through Jul 2, 2026Directors 8
- Donald A Harris · since Aug 11, 2014
- David Arthur Bell · since Aug 20, 2014
- Richard C Mills · since Oct 15, 2015
- Stephen Nesbit · since Jun 26, 2019
- Daniel Francis McGrath · since Nov 6, 2025
- Michael Bosco · since Nov 6, 2025
- North Run Strategic Opportunities Fund I, LP (entity) · since Nov 6, 2025
- Thomas B Ellis · listed since Mar 2026
Officers 2
- Richard C Mills · Chief Executive Officer · since Oct 15, 2015
- Tamra L Koshewa · Chief Financial Officer · since Dec 1, 2025
10% owners 14
- BCOM Holdings, LP (entity) · since Aug 20, 2014
- Bcom Gp LLC (entity) · since Aug 20, 2014
- Business Services Holdings, LLC (entity) · since Aug 20, 2014
- Craig M Cogut · since Aug 20, 2014
- NR-SOF I (Co-Invest I), LP (entity) · since Nov 6, 2025
- North Run Strategic Opportunities Fund I GP, LLC (entity) · since Nov 6, 2025
- North Run Strategic Opportunities Fund I, LP (entity) · since Nov 6, 2025
- Pegasus Capital LLC (entity) · since Aug 20, 2014
- Pegasus Investors IV GP, LLC (entity) · since Aug 20, 2014
- Pegasus Investors IV, L.P. (entity) · since Aug 20, 2014
- Slipstream Communications, LLC (entity) · since Aug 20, 2014
- Slipstream Funding, LLC (entity) · on file since Aug 2014
- Thomas B Ellis · since Nov 6, 2025
- Todd B Hammer · since Nov 6, 2025
Changes in the last 10 years (23)
| Mar 3, 2026 | Thomas B Ellis first listed as a director in an SEC filing |
| Dec 1, 2025 | Tamra L Koshewa became Chief Financial Officer |
| Nov 6, 2025 | Todd B Hammer became a 10% owner |
| Nov 6, 2025 | Thomas B Ellis became a 10% owner |
| Nov 6, 2025 | North Run Strategic Opportunities Fund I, LP became a director |
| Nov 6, 2025 | North Run Strategic Opportunities Fund I, LP became a 10% owner |
| Nov 6, 2025 | North Run Strategic Opportunities Fund I GP, LLC became a 10% owner |
| Nov 6, 2025 | NR-SOF I (Co-Invest I), LP became a 10% owner |
| Nov 6, 2025 | Michael Bosco became a director |
| Nov 6, 2025 | Daniel Francis McGrath became a director |
| Sep 26, 2025 | The company announced the departure of David Ryan Mudd as Interim CFO in an SEC filing |
| Jun 4, 2025 | Richard C Mills no longer listed as a 10% owner in SEC filings |
| Feb 1, 2025 | David Ryan Mudd became Interim CFO |
| Jan 2, 2025 | The company announced the departure of William Lindsey Logan IV as CFO in an SEC filing |
| Oct 23, 2024 | Laurence W Lytton reported in an SEC filing no longer being a 10% owner |
| Feb 15, 2024 | Richard C Mills first listed as a 10% owner in an SEC filing |
| Dec 4, 2023 | Laurence W Lytton became a 10% owner |
| Dec 16, 2022 | Slipstream Funding, LLC no longer listed as a director in SEC filings |
| Nov 7, 2019 | Dennis McGill became a director |
| Sep 18, 2019 | Richard C Mills no longer listed as a 10% owner in SEC filings |
| Jun 26, 2019 | Stephen Nesbit became a director |
| Sep 7, 2018 | Joseph M. Manko Jr. became a director |
| May 16, 2018 | William Lindsey Logan IV became CFO |
Not reported recently (7)
- Dennis McGill · Last reported as a director in an SEC filing dated Jun 26, 2023
- Joseph M. Manko Jr. · Last reported as a director in an SEC filing dated Jan 10, 2020
- Alec Machiels · Last reported as a director in an SEC filing dated Oct 3, 2019
- Pegasus Partners IV LP · Last reported as a 10% owner in an SEC filing dated Apr 10, 2017
- Pegasus Partners IV (aiv), L.p. · Last reported as a 10% owner in an SEC filing dated Apr 10, 2017
- Pp IV Bsh, LLC · Last reported as a 10% owner in an SEC filing dated Apr 10, 2017
- Eric J Bertrand · Last reported as a director in an SEC filing dated Dec 12, 2016
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.
ETF Holders
6 ETFs hold CREX
6 shown · $985.45K total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $621,665 | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $224,544 | — | 2026-09-30 |
| 3 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $80,449 | $1.2B | 2026-10-23 |
| 4 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $39,988 | — | 2026-10-23 |
| 5 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $10,545 | — | 2026-10-23 |
| 6 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $8,260 | — | 2026-10-23 |
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.