Healthpeak Properties, Inc.(DOC)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

DOC iron condor setups DOC expected move DOC IV rank history DOC Fibonacci levels DOC 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.

DOC $20.25 —
Snapshot
$20.25
52-Week Range
$15.70 – $22.95
YTD
+25.00%
IV Rank (30D)
77.18
Straddle Price
$0.98
P/C Vol Ratio
1.00
Market Cap
$14.0B
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)4.96%
Beta vs SPY0.75
Cost of Equity (CAPM)8.72% (VRP-adj)
WACC7.88%
Volatility Risk Premium+151.7pp (IV − HV30)
Effective Tax Rate0.8%
Rev. Growth (YoY, DCF input)+6.2%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.06 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.5B
Return on Equity (TTM)3.1%
Book / Price64.8% — banking bias active (P/B is primary)
Gross Margin (TTM)107.6%
FCF Margin (TTM)-17.5%
Debt / Equity0.94
Quality Score2/6 — normal (10y DCF)
SMA 50$21.21 (Market Anchor value)
SMA 20 / Bollinger Mid$20.59
Bollinger Width / SMA2027.6% (drives anchor stability)
Net Debt$6.9B
Market Cap$14B
Peers used for multiples: DLR, EXR, PLD, VTR, WELL (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
41%
20-Day Fair Value
≈ by Oct 26, 2026
$21.12
α +4.4% rank 79%
40-Day Fair Value
≈ by Nov 24, 2026
$22.12
α +9.3% rank 85%
60-Day Fair Value
≈ by Dec 23, 2026
$21.16
α +4.6% rank 87%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $34.47 34%
Peer P/E $33.00 10% median 88.8× · 5 peers
Peer EV/EBITDA $50.28 13% median 26.0× · 5 peers
Peer P/B $32.18 16% median 2.5× · 5 peers
Peer P/S $43.39 16% median 9.9× · 5 peers
Market Anchor (SMA50) $21.21 10% stability 12% (BB-width)
Options Expected (B-L 30d) $20.93 0% 5 strikes · skew +0.80
As of 2026-09-25 · updated
Info
Industry (SIC)
REAL ESTATE INVESTMENT TRUSTS (6798)
Exchange
XNYS
Market Cap
$14.0B

Healthpeak owns a diversified healthcare portfolio of nearly 700 in-place properties spread across mainly medical office and life science assets, plus a small portfolio of senior housing properties owned through the company's equity investment in Janus Living.

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 -1.18% 17
Feb -2.81% 17
Mar +0.07% 17
Apr -2.48% 17
May +0.57% 17
Jun -0.26% 17
Jul -0.37% 18
Aug -1.19% 18
Sep -2.04% 19
Oct +2.68% 18
Nov +2.95% 18
Dec +5.39% 18
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: $20.54
SMA 50: $21.16
SMA 200: $18.80
Current: $20.23
EMA 12: $20.46
EMA 26: $20.66
MACD: -0.2001 | Signal: 0.0072
BEARISH
ADX (14): 17.41
RANGE
+DI: 16.24
−DI: 27.46

Momentum Oscillators

RSI (14): 40.23
NEUTRAL
Stoch %K: 29.18
Stoch %D: 36.37
Williams %R: -69.89

Volume & Volatility

BB Upper: $21.07
BB Lower: $20.02
NEUTRAL
OBV: -189,325,694
Vol SMA 20: 5,050,794
Vol ROC: -8.89%
ATR: $0.38
True Range: $0.38
HV 20: 14.0%
HV 30: 15.9%
HV 60: 18.7%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

System Prompt: You are a professional financial analyst providing comprehensive stock analysis reports.

Executive Summary: Overall assessment: NEUTRAL with confidence level (6/10) Key drivers and primary risks:

  • Neutral momentum signals from RSI and MACD
  • Volatility regime is low, indicating potential for further sideways movement
  • Earnings information not available, limiting the ability to make a confident call
  • Options market sentiment is bullish, suggesting potential upside

Recent news sentiment impact: The positive sentiment from recent headlines may be influencing the stock's price movement.

Technical Analysis:

  • Trend Direction: Short-term (1-4 weeks): NEUTRAL; Medium-term (1-3 months): BEARISH; Long-term (3-12 months): BULLISH
  • Support/Resistance Levels: Key levels to monitor include $18.27 (SMA 50) and $17.72 (SMA 200)
  • Momentum Signals:
    • RSI interpretation: Neutral (69.52), indicating potential for further sideways movement
    • MACD signal: Bullish, suggesting a potential upside move
    • Bollinger Bands position: Overbought, indicating a potential pullback or consolidation
  • Volume Analysis: Volume trends and institutional interest signals:
    • Volume SMA 20: 9608536.15 (increasing volume)
    • On-Balance Volume (OBV): -161934941.27 (bearish OBV signal)
    • Volume Rate of Change: -91.48% (indicating decreasing volume)

News & Sentiment Analysis:

  • Recent Headlines Summary: The recent headlines have been positive, suggesting potential upside for the stock.
  • Sentiment Assessment: Aggregate news sentiment is POSITIVE.
  • Catalyst Identification: Earnings information not available, limiting the ability to identify a specific catalyst.
  • Market Narrative: The market narrative suggests that the positive news headlines may be driving the stock's price movement.

Risk & Volatility Assessment:

  • Beta Interpretation: Beta 0.57 (vs SPY), indicating low volatility relative to the market.
  • Volatility Regime: Current vs historical volatility levels:
    • Average True Range (ATR): $0.50
    • True Range: $0.41
    • Historical Volatility: HV20 24.9%, HV30 52.1%, HV60 41.1%
  • Options Market Signals: IV Rank: 37.6% (Medium), Current IV: 102.6%, Expected Move: $1.33, Volume Flow: 146 calls vs 14 puts
  • Downside Protection: Support levels to monitor include $18.27 (SMA 50) and $17.72 (SMA 200)

Market Context & Positioning:

  • Sector Performance: Relative strength vs sector/market:
    • Not available, as the stock is not a representative of a specific sector
  • Institutional Activity: Volume patterns suggesting institutional interest:
    • Increasing volume and bullish OBV signal indicate potential institutional buying
  • Correlation Analysis: How stock moves relative to market (R-squared interpretation):
    • Correlation coefficient: 0.24, indicating low correlation with the market
  • Relative Valuation: Position within trading range:
    • The stock is currently trading in a neutral range, with no clear trend or direction

Key Levels & Action Items:

  • Critical Price Levels: Support levels to monitor include $18.27 (SMA 50) and $17.72 (SMA 200)
  • Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
    • SMA 20: $19.73
    • SMA 50: $18.27
  • Time-Sensitive Catalysts: Earnings information not available, limiting the ability to identify a specific catalyst.
  • Risk Management: Stop-loss levels and position sizing considerations:
    • Use stop-loss orders to limit potential losses at critical price levels.

Recommendations: Based on the analysis, I recommend a neutral stance, as there is no clear trend or direction. The stock's low volatility and positive news sentiment suggest potential upside, but the absence of earnings information limits the ability to make a confident call. Investors may consider monitoring the stock's price movement and adjusting their positions accordingly.

Data Quality Flags:

  • Flag when key data sources are missing (earnings information)
  • Note unusual technical readings that may indicate data issues (low volatility)
  • Highlight when news sentiment strongly contradicts technical signals (positive news headlines)

I hope this analysis meets your requirements.

Generated
News
IBDT2·1d ago
Vital Signs Strong For This High-Yield Healthcare REIT
For investors looking for a high-yielding REIT with stable fundamentals, Healthpeak Properties is a top stock to consider. The post Vital Signs Strong For This High-Yield Healthcare REIT appeared first on Investor's Business Daily .
General$DOC
Earnings History
5 of 8 under expected move
Avg Expected Move
7.09%
Avg Actual Move
5.46%
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
2024-10-24 After-Close 4.92% 5.94% 1.21x Exceeded
2025-02-03 After-Close 5.18% 3.37% 0.65x Within
2025-04-24 After-Close 9.14% 1.08% 0.12x Within
2025-07-24 After-Close 7.21% 7.66% 1.06x Exceeded
2025-10-23 After-Close 8.14% 3.53% 0.43x Within
2026-02-02 After-Close 6.18% 3.18% 0.51x Within
2026-05-05 After-Close 8.78% 18.11% 2.06x Exceeded
2026-08-04 After-Close 7.17% 0.79% 0.11x Within
Options Activity
IV Rank (30D)
77.18
IV Rank (7D)
77.18
Avg IV
159.4%
Straddle (30D)
$0.98
Straddle (7D)
$0.98
P/C Volume
1.00
Spread Scanner GPU
Full Algorithm Docs ↗

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)
0.46
Correlation (SPY)
20.4%
R²
0.04
Ann. Volatility
29.1%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 694,006,750 (as of 2026-06-30)

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.

784 filers752,778,390 shares$15.19B value108.47% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 109,044,442 $1.75B 11.55% 15.71% 2025-12-31
2 BlackRock, Inc. Custodian 70,935,046 $1.52B 10.00% 10.22% 2026-06-30
3 VANGUARD PORTFOLIO MANAGEMENT LLC 58,375,816 $1.25B 8.23% 8.41% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 45,014,755 $963.32M 6.34% 6.49% 2026-06-30
5 STATE STREET CORP (STT, STT-PG) 44,007,417 $941.76M 6.20% 6.34% 2026-06-30
6 JPMORGAN CHASE & CO Custodian 30,192,317 $661.02M 4.35% 4.35% 2026-06-30
7 FULLER & THALER ASSET MANAGEMENT, INC. 29,119,832 $623.16M 4.10% 4.20% 2026-06-30
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 24,653,617 $526.87M 3.47% 3.55% 2026-06-30
9 PRINCIPAL FINANCIAL GROUP INC 16,760,575 $358.68M 2.36% 2.42% 2026-06-30
10 Bank of New York Mellon Corp Custodian 15,234,655 $326.02M 2.15% 2.20% 2026-06-30
11 MORGAN STANLEY Custodian 14,189,218 $303.65M 2.00% 2.04% 2026-06-30
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,940,893 $255.54M 1.68% 1.72% 2026-06-30
13 GOLDMAN SACHS GROUP INC Custodian 11,530,531 $246.75M 1.62% 1.66% 2026-06-30
14 BANK OF AMERICA CORP /DE/ Custodian 10,962,604 $234.60M 1.54% 1.58% 2026-06-30
15 DIMENSIONAL FUND ADVISORS LP Custodian 10,728,418 $229.60M 1.51% 1.55% 2026-06-30
16 FMR LLC Custodian 10,515,612 $225.03M 1.48% 1.52% 2026-06-30
17 Cullen Capital Management, LLC 9,768,642 $209.05M 1.38% 1.41% 2026-06-30
18 NORGES BANK 9,414,320 $201.47M 1.33% 1.36% 2026-06-30
19 EQUITY INVESTMENT CORP 7,487,967 $160.24M 1.06% 1.08% 2026-06-30
20 NORTHERN TRUST CORP Custodian 7,137,198 $152.74M 1.01% 1.03% 2026-06-30
21 DEUTSCHE BANK AG\ Custodian 6,284,908 $134.50M 0.89% 0.91% 2026-06-30
22 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 6,217,474 $133.05M 0.88% 0.90% 2026-06-30
23 CITADEL ADVISORS LLC Custodian 5,730,593 $122.63M 0.81% 0.83% 2026-06-30
24 LPL Financial LLC Custodian 5,632,580 $120.54M 0.79% 0.81% 2026-06-30
25 Legal & General Group Plc Custodian 5,428,632 $116.17M 0.77% 0.78% 2026-06-30
11 filers$41.44M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $11.00M 26.54% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $9.31M 22.46% 2026-06-30
3 Twin Tree Management, LP $8.88M 21.43% 2026-06-30
4 IMC-Chicago, LLC Custodian $3.58M 8.63% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $2.32M 5.60% 2026-06-30
6 PEAK6 LLC $2.20M 5.32% 2026-06-30
7 Walleye Trading LLC $1.99M 4.80% 2026-06-30
8 Squarepoint Ops LLC $781.10K 1.88% 2026-06-30
9 WOLVERINE TRADING, LLC Custodian $634.93K 1.53% 2025-09-30
10 GROUP ONE TRADING LLC Custodian $535.00K 1.29% 2026-06-30
11 SIMPLEX TRADING, LLC Custodian $211.86K 0.51% 2026-06-30
9 filers$17.59M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $7.37M 41.91% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $4.51M 25.63% 2026-06-30
3 CAPSTONE INVESTMENT ADVISORS, LLC $1.68M 9.56% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $1.20M 6.81% 2025-09-30
5 IMC-Chicago, LLC Custodian $1.06M 6.01% 2026-06-30
6 JANE STREET GROUP, LLC Custodian $826.04K 4.69% 2026-06-30
7 Walleye Trading LLC $472.94K 2.69% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $353.10K 2.01% 2026-06-30
9 SIMPLEX TRADING, LLC Custodian $121.98K 0.69% 2026-06-30
Insider Activity
Latest: 2024-03-01
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
2024-03-01 Mark D. Theine EVP - Asset Management Mixed −265,535 $11.23 -$1.28M EDGAR
2024-03-01 Daniel M Klein SVP - Deputy CIO Mixed −144,408 $11.23 -$699.5K EDGAR
2024-03-01 Mark A. Baumgartner Director Mixed −58,515 — EDGAR
2024-03-01 Amy M Hall SVP-Leasing&Phyisican Strategy Mixed −50,587 $11.23 -$342.5K EDGAR
2024-03-01 William A. Ebinger Director Mixed −57,739 — EDGAR
2024-03-01 Bradley D. Page SVP - General Counsel Mixed −166,231 $11.23 -$779.8K EDGAR
2024-03-01 Laurie P Becker SVP - Controller Mixed −72,278 $11.23 -$721.6K EDGAR
2024-03-01 John T Thomas President and CEO Mixed −702,826 $11.23 -$2.94M EDGAR
2024-03-01 William Mark Dukes SVP-Asset Management Mixed −36,484 $11.23 -$457.8K EDGAR
2024-03-01 Tommy G Thompson Director Mixed −177,883 — EDGAR
2024-03-01 Del Mar Deeni Taylor EVP-Chief Investment Officer Mixed −198,574 $11.23 -$1.27M EDGAR
2024-03-01 Stanton D. Anderson Director Mixed −62,814 — EDGAR
2024-03-01 JEFFREY THEILER EVP - CFO Mixed −374,408 $11.23 -$1.44M EDGAR
2024-03-01 Richard A. Weiss Director Mixed −62,590 — EDGAR
2024-03-01 John W. Lucey Chief Acctg & Admin Officer Mixed −205,025 $11.23 -$839.3K 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
48 insiders · @ $20.23
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 DIGITAL ANGEL CORP 10%+ Owner 25,495,190 $515.77M $0 1 2007-09-05
2 John T Thomas President and CEO 1,481,892 $29.98M -$1.81M 43 2024-03-01
3 JAMES F FLAHERTY III President & CEO 1,086,480 $21.98M -$57.52M 57 2012-02-21
4 Mark D. Theine EVP - Asset Management 475,574 $9.62M $50.4K 27 2024-03-01
5 Del Mar Deeni Taylor EVP-Chief Investment Officer 450,364 $9.11M $0 19 2024-03-01
6 KEVIN N MCGRATH Former President & CEO 407,143 $8.24M $0 1 2007-08-10
7 STEPHEN R MAULBETSCH Executive Vice President 313,680 $6.35M $0 6 2007-09-20
8 KENNETH B ROATH Director 310,216 $6.28M -$5.22M 16 2011-11-22
9 PAUL F GALLAGHER Executive Vice President 234,856 $4.75M -$21.58M 28 2012-03-05
10 Thomas Klaritch Executive Vice President 217,790 $4.41M -$2.04M 10 2012-02-01
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: 2026-05-12
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: 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
2026-05-12 Bohn Scott R Officer 10,989 $213.7K 2026-05-12 Charles Schwab & Co., Inc. — EDGAR
2025-07-01 Scott Peter A officer in 90 day cool down period 100,050 $1.79M 2025-07-01 Merrill — EDGAR
2024-04-29 GARVEY CHRISTINE Former Director within 90 days 9,200 $172.5K 2024-04-29 Wells Fargo Clearing 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.
Recent SEC Filings
Latest: 2026-05-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-05 0001628280-26-030561 EDGAR
2026-05-04 0000765880-26-000002 EDGAR
2026-03-23 0001104659-26-033312 EDGAR
2026-02-27 0001104659-26-020982 EDGAR
2026-02-02 0001628280-26-004623 EDGAR
2025-10-23 0001628280-25-046095 EDGAR
2025-08-14 0001104659-25-078628 EDGAR
2025-08-06 0001104659-25-074768 EDGAR
2025-08-05 0001104659-25-073961 EDGAR
2025-07-24 0001628280-25-035929 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-03 0001628280-26-005044 EDGAR
2025-02-04 0001628280-25-003748 EDGAR
2024-02-09 0001628280-24-004094 EDGAR
2023-02-08 0001628280-23-002794 EDGAR
2022-02-09 0001628280-22-002117 EDGAR
2021-02-10 0001628280-21-001804 EDGAR
2020-02-13 0001628280-20-001456 EDGAR
2019-02-14 0001628280-19-001407 EDGAR
2018-02-13 0001628280-18-001552 EDGAR
2017-02-13 0001558370-17-000535 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001628280-26-031287 EDGAR
2025-10-24 0001628280-25-046273 EDGAR
2025-07-25 0001628280-25-036063 EDGAR
2025-04-25 0001628280-25-019948 EDGAR
2024-10-25 0001628280-24-043814 EDGAR
2024-07-26 0001628280-24-033154 EDGAR
2024-04-26 0001628280-24-018706 EDGAR
2023-10-30 0001628280-23-035504 EDGAR
2023-07-28 0001628280-23-026103 EDGAR
2023-04-28 0001628280-23-014190 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 Ratio57.9
P/B Ratio1.8
P/S Ratio5.0
EV/EBITDA14.9
TTM Revenue$2.9B
TTM Net Income$0.2B
TTM EPS$0.35
ROE3.1%
Dividend Yield5.99%
Debt/Equity1.28