Douglas Emmett, Inc.(DEI)

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.

DEI $12.81
Snapshot
$12.81
52-Week Range
$9.04 – $16.98
YTD
+15.72%
IV Rank (30D)
12.45
Straddle Price
$1.55
P/C Vol Ratio
0.40
Market Cap
$2.1B
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 SPY1.00
Cost of Equity (CAPM)10.08% (VRP-adj)
WACC6.20%
Volatility Risk Premium+63.5pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-0.6%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)-1.5%
Book / Price160.7% — banking bias active (P/B is primary)
Gross Margin (TTM)72.3%
FCF Margin (TTM)11.6%
Debt / Equity1.62
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+15.6% (reverse-DCF on current price)
SMA 50$11.93 (Market Anchor value)
SMA 20 / Bollinger Mid$12.01
Bollinger Width / SMA20102.8% (drives anchor stability)
Net Debt$5.2B
Market Cap$2B
Peers used for multiples: AAT, BXP, CUZ, DEA, HIW, KRC, SLG, VNO
Model Conviction
58%
20-Day Fair Value
≈ by Aug 17, 2026
$12.89
α +3.0% rank 39%
40-Day Fair Value
≈ by Sep 15, 2026
$12.72
α +1.7% rank 69%
60-Day Fair Value
≈ by Oct 14, 2026
$13.50
α +7.9% rank 66%
MethodImplied PriceWeightDetail
DCF $-15.33 0%
DDM (Gordon) $7.08 43%
Peer P/E n/a 0% median 36.9× · 6 peers
Peer EV/EBITDA $17.75 16% median 13.9× · 8 peers
Peer P/B $24.18 21% median 1.2× · 8 peers
Peer P/S $24.54 21% median 4.1× · 8 peers
Market Anchor (SMA50) $11.93 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-17 · updated
Info
Industry (SIC)
REAL ESTATE INVESTMENT TRUSTS (6798)
Exchange
XNYS
Market Cap
$2.1B

Douglas Emmett Inc is an integrated, self-administered, and self-managed REIT. The group focuses on owning, acquiring, developing, and managing a substantial market share of office properties and multifamily communities in neighborhoods with supply constraints, high-end executive housing, and key lifestyle amenities. Its properties are located in the Beverly Hills, Brentwood, Burbank, Century City, Olympic Corridor, Santa Monica, Sherman Oaks/Encino, Warner Center/Woodland Hills and Westwood submarkets of Los Angeles County, California, and in Honolulu, Hawaii. It has two business segments: th…

Summary
composite
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -2.80% 6
Feb -1.06% 6
Mar -2.13% 6
Apr -1.47% 6
May +0.33% 6
Jun -2.11% 6
Jul +5.66% 6
Aug -5.20% 5
Sep -3.11% 5
Oct -3.94% 5
Nov +2.49% 5
Dec -2.49% 5
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: $12.06
SMA 50: $11.96
SMA 200: $11.45
Current: $12.51
EMA 12: $12.29
EMA 26: $12.10
MACD: 0.1841 | Signal: 0.0486
BULLISH
ADX (14): 16.71
RANGE
+DI: 25.25
−DI: 20.53
Momentum Oscillators
RSI (14): 57.90
NEUTRAL
Stoch %K: 77.11
Stoch %D: 75.67
Williams %R: -27.49
Volume & Volatility
BB Upper: $12.80
BB Lower: $11.32
NEUTRAL
OBV: -57,462,966
Vol SMA 20: 2,293,627
Vol ROC: -27.28%
ATR: $0.41
True Range: $0.54
HV 20: 31.7%
HV 30: 34.4%
HV 60: 33.0%

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
8 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-08 After-Close 5.57% 2.88% 0.52x Within
2024-11-04 After-Close 5.28% 2.67% 0.51x Within
2025-02-04 After-Close 6.56% 0.89% 0.14x Within
2025-05-06 After-Close 10.46% 3.12% 0.30x Within
2025-08-05 After-Close 6.94% 2.91% 0.42x Within
2025-11-04 After-Close 6.62% 4.75% 0.72x Within
2026-02-10 After-Close 10.37% 2.49% 0.24x Within
2026-05-05 After-Close 18.86% 8.02% 0.43x Within
Options Activity
IV Rank (30D)
12.45
IV Rank (7D)
100
Avg IV
97.8%
Straddle (30D)
$1.55
Straddle (7D)
$0.53
P/C Volume
0.40
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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
pts EXTREME
ATM — / Wing —
30 DTE / 10d
pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.74
Correlation (SPY)
30.7%
0.09
Ann. Volatility
30.6%
SPY Volatility
12.6%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 167,451,750 (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.

274 filers162,775,462 shares$1.50B value97.21% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 25,063,371 $275.45M 18.41% 14.97% 2025-12-31
2 BlackRock, Inc. Custodian 24,387,707 $229.73M 15.35% 14.56% 2026-03-31
3 First Eagle Investment Management, LLC 13,958,053 $131.48M 8.79% 8.34% 2026-03-31
4 STATE STREET CORP 9,465,204 $90.93M 6.08% 5.65% 2026-03-31
5 First Pacific Advisors, LP 8,636,970 $81.36M 5.44% 5.16% 2026-03-31
6 FMR LLC Custodian 5,089,535 $47.94M 3.20% 3.04% 2026-03-31
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 4,445,034 $41.88M 2.80% 2.65% 2026-03-31
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,940,089 $37.12M 2.48% 2.35% 2026-03-31
9 GOLDMAN SACHS GROUP INC Custodian 3,478,295 $32.77M 2.19% 2.08% 2026-03-31
10 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 3,248,144 $30.60M 2.04% 1.94% 2026-03-31
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,791,942 $28.19M 1.88% 1.67% 2026-03-31
12 BALYASNY ASSET MANAGEMENT L.P. 2,562,483 $24.14M 1.61% 1.53% 2026-03-31
13 VICTORY CAPITAL MANAGEMENT INC 2,344,222 $22.08M 1.48% 1.40% 2026-03-31
14 FIRST MANHATTAN CO. LLC. 2,254,274 $21.66M 1.45% 1.35% 2026-03-31
15 MILLENNIUM MANAGEMENT LLC Custodian 2,295,751 $21.63M 1.45% 1.37% 2026-03-31
16 Legal & General Group Plc Custodian 2,256,716 $21.26M 1.42% 1.35% 2026-03-31
17 MORGAN STANLEY Custodian 1,919,226 $21.09M 1.41% 1.15% 2025-12-31
18 HSBC HOLDINGS PLC Custodian 2,126,023 $20.10M 1.34% 1.27% 2026-03-31
19 DIMENSIONAL FUND ADVISORS LP Custodian 2,070,960 $19.51M 1.30% 1.24% 2026-03-31
20 NORTHERN TRUST CORP Custodian 2,060,752 $19.41M 1.30% 1.23% 2026-03-31
21 JPMORGAN CHASE & CO Custodian 1,745,030 $16.32M 1.09% 1.04% 2026-03-31
22 Rockefeller Capital Management L.P. Custodian 1,409,747 $13.28M 0.89% 0.84% 2026-03-31
23 Bank of New York Mellon Corp Custodian 1,366,984 $12.88M 0.86% 0.82% 2026-03-31
24 SCHRODER INVESTMENT MANAGEMENT GROUP 1,103,852 $10.11M 0.68% 0.66% 2026-03-31
25 Nuveen, LLC Custodian 1,035,733 $9.76M 0.65% 0.62% 2026-03-31
3 filers$6.24M notional
# Filer Notional Value % of Total Period
1 LANDMARK INVESTMENT PARTNERS, L.P. $5.60M 89.89% 2026-03-31
2 SIMPLEX TRADING, LLC Custodian $493.61K 7.92% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $136.59K 2.19% 2026-03-31
6 filers$1.24M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $426.73K 34.49% 2026-03-31
2 WOLVERINE TRADING, LLC Custodian $359.44K 29.05% 2025-09-30
3 CITADEL ADVISORS LLC Custodian $348.54K 28.17% 2026-03-31
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $96.08K 7.77% 2026-03-31
5 GROUP ONE TRADING LLC Custodian $5.65K 0.46% 2026-03-31
6 SIMPLEX TRADING, LLC Custodian $942 0.08% 2026-03-31
Insider Activity
Latest: 2026-04-10
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
2026-04-10 Jordan L Kaplan Chairman and CEO Grant (A) +1,000,000 RSU EDGAR
2026-04-10 Kenneth M Panzer President and COO Grant (A) +1,000,000 RSU EDGAR
2026-02-18 Jordan L Kaplan Chairman and CEO Buy (P) +98,000 $10.18 $997.6K EDGAR
2025-12-17 WILLIAM E JR SIMON Director Grant (A) +18,852 RSU EDGAR
2025-12-17 HERN THOMAS E O Director Grant (A) +20,780 RSU EDGAR
2025-12-17 Leslie E Bider Director Grant (A) +20,138 RSU EDGAR
2025-12-17 Dorene Dominguez Director Grant (A) +18,852 RSU EDGAR
2025-12-17 PETER SEYMOUR CFO Grant (A) +214,225 RSU EDGAR
2025-12-17 KEVIN ANDREW CRUMMY Chief Investment Officer Grant (A) +124,251 RSU EDGAR
2025-12-17 Jordan L Kaplan Chairman and CEO Grant (A) +1,011,140 RSU EDGAR
2025-12-17 Shirley Wang Director Grant (A) +18,852 RSU EDGAR
2025-12-17 Kenneth M Panzer President and COO Grant (A) +1,011,140 RSU EDGAR
2025-12-17 VIRGINIA MCFERRAN Director Grant (A) +20,138 RSU EDGAR
2025-12-17 Michele L Aronson EVP, GEN COUNSEL & SECRETARY Grant (A) +222,794 RSU EDGAR
2025-11-18 Michele L Aronson EVP, GEN COUNSEL & SECRETARY Buy (P) +42,126 $11.69 $492.6K 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
16 insiders · @ $12.51
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 Kenneth M Panzer President and COO 5,029,959 $62.92M -$37.62M 29 2026-04-10
2 CHRISTOPHER H ANDERSON Director 4,698,008 $58.77M -$23.75M 20 2021-01-04
3 Jordan L Kaplan Chairman and CEO 2,949,640 $36.90M $3.99M 31 2026-04-10
4 Dan A Emmett Chairman of the Board 838,446 $10.49M -$314.69M 133 2024-12-13
5 Shirley Wang Director 284,000 $3.55M $6.01M 5 2025-12-17
6 WILLIAM III WILSON Director 225,100 $2.82M -$1.96M 7 2011-01-20
7 Leslie E Bider Director 175,000 $2.19M $1.60M 25 2025-12-17
8 VICTOR J COLEMAN Director 70,000 $875.7K $149.0K 5 2009-03-06
9 HERN THOMAS E O Director 49,048 $613.6K $0 27 2025-12-17
10 WILLIAM E JR SIMON Director 45,000 $563.0K $1.77M 27 2025-12-17
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: 2023-12-06
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. 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.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2023-12-06 SIMON WILLIAM E JR Director 91,000 $1.23M 2023-12-06 UBS Financial Services 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 Ratio1.1
P/S Ratio2.1
EV/EBITDA12.5
TTM Revenue$1.0B
TTM Net Income$-0.0B
TTM EPS$-0.17
ROE-1.5%
Dividend Yield7.32%
Debt/Equity2.97