DGICB Donegal Group 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.
- Industry (SIC)
- FIRE, MARINE & CASUALTY INSURANCE (6331) · industry map
- Exchange
- XNAS
- Market Cap
- $0.8B
- Employees
- 851
- List Date
- 1986-10-29
- CIK
- 0000800457
- Next Earnings
- 2026-10-29 (Pre-Market)
- Headquarters
- Marietta, PA
- Homepage
- https://www.donegalgroup.com
Donegal Group Inc is an insurance holding company whose insurance subsidiaries and affiliates offer property and casualty insurance in 21 Mid-Atlantic, Midwestern, Southern, and Southwestern states. It includes three segments: Investments Function, Commercial Lines of Insurance, and Personal Lines of Insurance. The majority of revenue is from the commercial Lines segment. The commercial Lines segment consists mainly of commercial automobile, commercial multi-peril, and workers' compensation policies.
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.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 5.04% | -1.84% | -2.56% | 4.83% | -2.27% | -5.53% | -0.39% |
| Feb | 6.74% | 0.00% | -1.03% | -6.76% | 8.51% | -0.65% | 1.14% |
| Mar | 4.46% | 5.27% | -0.40% | 0.90% | 12.59% | 11.89% | 5.79% |
| Apr | 4.02% | 2.05% | -5.38% | -2.57% | 3.00% | 1.91% | 0.50% |
| May | -0.72% | 13.52% | -2.58% | -0.08% | -3.45% | -0.47% | 1.04% |
| Jun | -6.45% | -0.75% | -7.14% | -3.85% | -1.17% | 18.31% | -0.18% |
| Jul | 9.82% | -15.93% | -0.53% | 19.44% | -10.05% | -6.67% | -0.65% |
| Aug | 0.91% | -8.57% | 4.01% | 11.74% | 1.00% | 0.76% | 1.64% |
| Sep | -9.59% | -5.37% | -2.00% | 0.23% | 7.59% | -27.11% | -6.04% |
| Oct | -1.27% | 13.46% | -4.29% | 14.96% | -2.66% | 29.95%* | 8.36% |
| Nov | -13.42% | -1.40% | -1.36% | 5.57% | 1.27% | -- | -1.87% |
| Dec | 3.62% | 4.97% | 10.92% | -1.33% | 3.51% | -- | 4.34% |
| Total | 0.41% | 1.48% | -12.71% | 47.88% | 17.04% | 12.25% | 11.06% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: DGICB
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 7/10)
Key Drivers and Primary Risks:
- Recent dividend increases and consistent quarterly dividends, suggesting a stable company with a strong focus on shareholder returns.
- Low volatility compared to the broader market, indicating a relatively defensive stock.
Primary Risks:
- Lack of recent earnings data available, making it challenging to assess the company's financial performance.
- Limited options activity observed, which may impact liquidity and trading opportunities.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL, Medium-term (1-3 months): BULLISH, Long-term (3-12 months): NEUTRAL
Support/Resistance Levels:
- Key levels to monitor: SMA 20 ($19.30), SMA 50 ($18.46), and the upper Bollinger Band ($22.12)
Momentum Signals:
- RSI: Neutral at 59.86
- MACD: Bullish signal line crossover above zero (0.65 / Signal: 0.29)
- Stochastic %K/D: Both indicators are neutral
Volume Analysis:
- Volume SMA 20: 3725.80
- OBV: 101586.42, indicating moderate buying pressure
- Volume Rate of Change: 7414.33%, suggesting a stable volume trend
News & Sentiment Analysis
Recent Headlines Summary: Positive sentiment from recent dividend announcements (1-3)
Sentiment Assessment: POSITIVE (75% positive headlines, 25% neutral headlines)
Catalyst Identification: None immediately apparent; focus on quarterly dividend payments and potential earnings releases
Market Narrative: The positive news sentiment aligns with the technical signals, indicating a stable stock performance.
Risk & Volatility Assessment
Beta Interpretation: Low volatility compared to the broader market (beta 0.11 vs SPY)
Volatility Regime: Current vs historical volatility levels: moderate volatility compared to recent history
Options Market Signals: No options data available; IV premium and HV30 are not applicable
Downside Protection: Support levels at SMA 20 ($19.30) and SMA 50 ($18.46) may provide some downside protection.
Market Context & Positioning
Sector Performance: Not directly comparable to a specific sector due to DGICB's unique profile
Institutional Activity: Limited data available; no notable institutional activity observed
Correlation Analysis: Low correlation with the broader market (R-squared interpretation: 0.02)
Relative Valuation: Position within trading range, with some value considering recent dividend increases and low volatility.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($19.30), SMA 50 ($18.46), and the upper Bollinger Band ($22.12)
Breakout/Breakdown Levels: None immediately apparent; focus on key support/resistance levels mentioned above
Time-Sensitive Catalysts: Quarterly dividend payments, potential earnings releases (no specific dates available)
Risk Management: Consider stop-loss levels at SMA 20 ($19.30) and SMA 50 ($18.46) for downside protection.
Please note that the analysis provided is based on the given data and should not be taken as investment advice. It is essential to consider additional information, such as company fundamentals, market conditions, and personal risk tolerance, before making any investment decisions.
DGICB Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 177
Period: 252 trading days
Low volatility - stock moves less than market
DGICB 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 |
|---|
DGICB Insider Trading (Form 4)
Latest: 2026-09-14| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | Kevin Gerard Burke | President & Chief Exec Officer | Mixed | — | $16.81 | -$116.1K | EDGAR |
| 2026-09-14 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +54,725 | $19.23 | $1.05M | EDGAR |
| 2026-09-14 | Jeffrey Dean Miller | EVP & Chief Financial Officer | Mixed | — | $16.81 | -$101.6K | EDGAR |
| 2026-09-11 | David Benjamin Bawel | SVP & CHIEF ACCOUNTING OFFICER | Mixed | — | $16.83 | -$40.7K | EDGAR |
| 2026-09-11 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +23,469 | $19.13 | $448.9K | EDGAR |
| 2026-09-09 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +16,368 | $19.24 | $314.8K | EDGAR |
| 2026-09-04 | Vincent Anthony Viozzi | Sr. VP & Chief Inv Officer | Sell (S) | −2,282 | $19.50 | -$44.5K | EDGAR |
| 2026-09-04 | Barry Craig Huber | Director | Mixed | — | $16.76 | -$24.0K | EDGAR |
| 2026-09-04 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +19,595 | $19.48 | $381.8K | EDGAR |
| 2026-09-02 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +19,257 | $19.17 | $369.2K | EDGAR |
| 2026-08-31 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +20,000 | $19.07 | $381.4K | EDGAR |
| 2026-08-27 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +19,508 | $19.05 | $371.6K | EDGAR |
| 2026-08-25 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +20,000 | $18.87 | $377.4K | EDGAR |
| 2026-08-21 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | Buy (P) | +19,515 | $18.63 | $363.7K | EDGAR |
| 2026-08-20 | Sanjay Pandey | Sr. VP & Chief Info Officer | I | −28,829 | $17.75 | -$511.7K | EDGAR |
DGICB Insider Holdings
24 insiders · @ $21.91| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | DONEGAL MUTUAL INSURANCE CO | 10%+ Owner | 4,751,974 | $104.12M | $132.75M | 252 | 2026-09-14 |
| 2 | Jack Lee Hess | Director | 122,145 | $2.68M | $648.2K | 123 | 2026-02-20 |
| 3 | Daniel J Wagner | Sr. VP & Treasurer | 95,384 | $2.09M | -$5.81M | 115 | 2025-11-14 |
| 4 | Sewell Trezevant Moore Jr | Director | 28,355 | $621.3K | -$706.4K | 44 | 2026-01-02 |
| 5 | David Benjamin Bawel | SVP & CHIEF ACCOUNTING OFFICER | 27,751 | $608.0K | -$492.2K | 17 | 2026-09-11 |
| 6 | Jeffrey Dean Miller | EVP & Chief Financial Officer | 27,654 | $605.9K | -$6.08M | 136 | 2026-09-14 |
| 7 | Kevin Gerard Burke | President & Chief Exec Officer | 17,212 | $377.1K | -$6.54M | 97 | 2026-09-14 |
| 8 | Barry Craig Huber | Director | 16,567 | $363.0K | -$560.5K | 31 | 2026-09-04 |
| 9 | Kevin Michael Kraft Sr | Director | 14,636 | $320.7K | -$468.8K | 45 | 2026-01-02 |
| 10 | David Charles King | Director | 12,700 | $278.3K | -$252.8K | 13 | 2026-08-05 |
DGICB Board & Officers
As of SEC filings through Sep 14, 2026Directors 12
- Jon Marshall Mahan · since Apr 20, 2006
- Sewell Trezevant Moore Jr · since Dec 18, 2006
- Kevin Michael Kraft Sr · since Dec 9, 2009
- Jack Lee Hess · since Apr 21, 2011
- Barry Craig Huber · since Jan 30, 2015
- Kevin Gerard Burke · listed since Nov 2016
- Dennis Joseph Bixenman · since Apr 19, 2018
- Annette Brookens Szady · since Apr 16, 2020
- David Charles King · since Apr 16, 2020
- Britta Harris Schatz · since Apr 18, 2024
- Melissa Ann Veenstra · since Apr 16, 2026
- Michael Kevin Callahan · since Apr 16, 2026
Officers 14
- Kevin Gerard Burke · President & Chief Exec Officer · listed since Feb 2018
- Kristi Spencer Altshuler · Sr. Vice President · since Apr 16, 2020
- William Albert Folmar · Sr. Vice President · since Apr 16, 2020
- Jeffery Tim Hay · Senior Vice President · since Jan 4, 2021
- David Wayne Sponic · Senior Vice President · since Jul 21, 2022
- Noland Rone Deas Jr · Senior Vice President · since Jan 2, 2024
- Jeffrey Dean Miller · EVP & Chief Financial Officer · listed since Feb 2016
- Sanjay Pandey · Sr. VP & Chief Info Officer · listed since May 2017
- Christina Marie Hoffman · Sr. VP & Chief Risk Officer · since Apr 16, 2020
- Vincent Anthony Viozzi · Sr. VP & Chief Inv Officer · since Apr 16, 2020
- William Daniel Delamater · EVP & Chief Oper Officer · listed since Jan 2024
- David Benjamin Bawel · SVP & Chief Accounting Officer · since Oct 17, 2024
- Rick Joseph Hecker · SVP & General Counsel · since Jan 1, 2025
- Daniel J Wagner · Sr. VP & Treasurer · on file since May 2006
10% owners 1
- DONEGAL MUTUAL INSURANCE CO · on file since 2006
Changes in the last 10 years (33)
| Apr 16, 2026 | Michael Kevin Callahan became a director |
| Apr 16, 2026 | Melissa Ann Veenstra became a director |
| Jan 1, 2025 | Rick Joseph Hecker became SVP & General Counsel |
| Dec 6, 2024 | The company announced the departure of Scott Andrew Berlucchi from the board in an SEC filing |
| Oct 17, 2024 | David Benjamin Bawel became SVP & Chief Accounting Officer |
| Apr 18, 2024 | Britta Harris Schatz became a director |
| Jan 4, 2024 | William Daniel Delamater listed as EVP & Chief Oper Officer (previously Senior Vice President) in SEC filings |
| Jan 2, 2024 | Noland Rone Deas Jr became Senior Vice President |
| Jul 21, 2022 | David Wayne Sponic became Senior Vice President |
| Apr 21, 2022 | Matthew Thomas Hudnall became Senior Vice President |
| Jan 7, 2022 | The company announced the departure of Richard George Kelley as Sr. Vice President in an SEC filing |
| Dec 16, 2021 | William Daniel Delamater became Senior Vice President |
| Jan 4, 2021 | Jeffery Tim Hay became Senior Vice President |
| May 19, 2020 | Richard George Kelley listed as Sr. Vice President (previously Senior Vice President) in SEC filings |
| Apr 16, 2020 | William Albert Folmar became Sr. Vice President |
| Apr 16, 2020 | Vincent Anthony Viozzi became Sr. VP & Chief Inv Officer |
| Apr 16, 2020 | Robert Richard Long Jr became Sr.VP, General Counsel |
| Apr 16, 2020 | Kristi Spencer Altshuler became Sr. Vice President |
| Apr 16, 2020 | Jeffrey Alan Jacobsen became Sr. Vice President |
| Apr 16, 2020 | Francis Joseph Haefner Jr became Sr. Vice President |
| Apr 16, 2020 | David Charles King became a director |
| Apr 16, 2020 | Christina Marie Hoffman became Sr. VP & Chief Risk Officer |
| Apr 16, 2020 | Annette Brookens Szady became a director |
| Dec 20, 2018 | Cyril J Greenya listed as Senior Vice President (previously Sr. Vice President) in SEC filings |
| May 24, 2018 | Robert G Shenk listed as Senior Vice President (previously Sr. Vice President) in SEC filings |
| Apr 19, 2018 | Richard George Kelley became Senior Vice President |
| Apr 19, 2018 | Dennis Joseph Bixenman became a director |
| Feb 20, 2018 | Kevin Gerard Burke listed as President & Chief Exec Officer (previously President & CEO) in SEC filings |
| Nov 27, 2017 | Kevin Gerard Burke listed as President & CEO (previously President & Chief Exec Officer) in SEC filings |
| May 22, 2017 | Sanjay Pandey listed as Sr. VP & Chief Info Officer (previously Sr. VP & Chief Information Off) in SEC filings |
| Dec 19, 2016 | Sanjay Pandey listed as Sr. VP & Chief Information Off (previously Sr. Vice President) in SEC filings |
| Nov 21, 2016 | Kevin Gerard Burke listed as President & Chief Exec Officer (previously President & CEO) in SEC filings |
| Nov 21, 2016 | Kevin Gerard Burke first listed as a director in an SEC filing |
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Not reported recently (9)
- Robert Richard Long Jr · Last reported as Sr.VP, General Counsel in an SEC filing dated Jul 8, 2024
- Matthew Thomas Hudnall · Last reported as Senior Vice President in an SEC filing dated Jan 4, 2024
- Richard D Wampler II · Last reported as a director in an SEC filing dated Jan 2, 2024
- Jeffrey Alan Jacobsen · Last reported as Sr. Vice President in an SEC filing dated Jun 3, 2022
- Francis Joseph Haefner Jr · Last reported as Sr. Vice President in an SEC filing dated Jan 4, 2022
- Patricia A Gilmartin · Last reported as a director in an SEC filing dated Jan 2, 2020
- Robert S Bolinger · Last reported as a director in an SEC filing dated Jan 2, 2020
- Cyril J Greenya · Last reported as Senior Vice President in an SEC filing dated Jan 2, 2020
- Robert G Shenk · Last reported as Senior Vice President in an SEC filing dated Feb 21, 2019
DGICB Proposed Insider Sales (Form 144)
Latest: 2026-09-03What 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-09-03 | HUBER BARRY CRAIG | Director | 4,500 | $87.8K | 2026-09-03 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2026-08-05 | BIXENMAN DENNIS JOSEPH | Director | 11,250 | $216.6K | 2026-08-04 | Citigroup Global Markets, Inc | — | EDGAR |
| 2026-08-04 | KING DAVID CHARLES | Director | 9,000 | $175.9K | 2026-08-04 | Citigroup Global Markets, Inc | — | EDGAR |
| 2026-08-04 | DEAS NOLAND RONE JR | Senior Vice President | 24,000 | $463.2K | 2026-08-04 | Citigroup Global Markets, Inc | — | EDGAR |
| 2025-12-01 | ALTSHULER KRISTI SPENCER | Officer, Sr. Vice President | 12,000 | $242.4K | 2025-12-01 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2025-12-01 | BAWEL DAVID BENJAMIN | Officer, SVP & Chief Accounting Officer | 9,000 | $183.5K | 2025-12-01 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2025-11-25 | KRAFT KEVIN MICHAEL SR | Director | 4,500 | $90.3K | 2025-11-25 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2025-11-13 | SZADY ANNETTE BROOKENS | Director | 4,500 | $89.0K | 2025-11-13 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2025-11-12 | Moore Sewell Trezevant Jr | Director | 4,500 | $88.7K | 2025-11-12 | Citigroup Global Markets, Inc. | — | EDGAR |
| 2025-11-12 | WAGNER DANIEL J | Sr. VP & Treasurer | 18,000 | $355.5K | 2025-11-11 | Citigroup Global Markets, Inc. | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.1M | — | 2026-09-30 |
| 2 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $1.1M | — | 2026-10-20 |
| 3 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $688,185 | — | 2026-10-20 |
| 4 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $196,115 | — | 2026-09-30 |
| 5 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $150,136 | — | 2026-10-20 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $126,429 | — | 2026-10-20 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $120,838 | — | 2026-10-20 |
| 8 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $75,235 | — | 2026-10-20 |
| 9 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $42,274 | — | 2026-10-20 |
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.
- 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.
- 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.