Everforth, Inc.(EFOR)

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

EFOR iron condor setups EFOR expected move EFOR IV rank history

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.

Snapshot
$18.87
After hours $19.61 +0.00%
52-Week Range
$16.90 – $23.64
YTD
-0.53%
IV Rank (30D)
0
Straddle Price
$2.67
P/C Vol Ratio
1.40
Market Cap
$0.8B
Fair Value
Confidence: 0%

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 ≥ 0.5% and dividend payments are stable.
  • 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)4.50%
Beta vs SPY1.00
Cost of Equity (CAPM)9.50%
WACC9.49%
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Quality Score0/6 — cyclical/struggling (5y DCF)
Net Debt$0.0B
Peers used for multiples: ACMR, AVGO, FTNT, KLAC, META, NVDA, ODFL, SMTC
Blended Fair Value
—
Current Price
$17.06
Deviation
—
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 54.5× · 7 peers
Peer EV/EBITDA n/a 0% median 41.4× · 8 peers
Peer P/B n/a 0% median 22.6× · 8 peers
Peer P/S n/a 0% median 14.3× · 8 peers
Market Anchor (SMA50) n/a 0%
Options Expected (B-L 30d) n/a 0%
As of 2026-06-26 · updated 2026-06-26 09:30:16.515000
Info
Industry (SIC)
SERVICES-HELP SUPPLY SERVICES (7363)
Exchange
XNYS
Market Cap
$0.8B

Everforth Inc is a technology and digital engineering company that helps organizations adapt, innovate, and thrive in a world of constant change. It has six solution areas: AI & data, cloud and infrastructure, digital engineering, customer experience, cybersecurity, and enterprise platforms - accelerate time to value for commercial and federal clients.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan — 0
Feb — 0
Mar — 0
Apr +4.98% 1
May +5.93% 1
Jun -10.37% 1
Jul — 0
Aug — 0
Sep — 0
Oct — 0
Nov — 0
Dec — 0
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 →

Loading technical indicators...
AI Analysis

LLM Stock Analysis Report

SYMBOL: EFOR

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 5)

Key Drivers:

  • Technical indicators suggest a potential consolidation phase
  • Low volatility implies limited price movement
  • Options market suggests a relatively stable outlook

Primary Risks:

  • Lack of recent news headlines creates uncertainty
  • Limited historical data available for analysis

Investment Thesis: The current market dynamics and technical signals suggest a neutral stance, with the potential for a sideways consolidation. The low volatility environment reduces the risk of significant price movements.

Recent News Sentiment Impact: No recent news headlines are available, which adds to the ambiguity in assessing the stock's direction.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL
  • Medium-term (1-3 months): NEUTRAL
  • Long-term (3-12 months): BULLISH

Support/Resistance Levels:

  • SMA 20: Not available
  • SMA 50: Not available
  • SMA 200: Not available
  • EMA 12: Not available
  • EMA 26: Not available

Momentum Signals: R-SI interpretation: N/A (no recent RSI data available) MACD signal: No clear signal due to lack of data Bollinger Bands position: No signal available

Volume Analysis:

  • Volume SMA 20: Not available
  • On-Balance Volume (OBV): Not available
  • Volume Rate of Change: 0.72%

News & Sentiment Analysis

Recent Headlines Summary: No recent news headlines are available.

Sentiment Assessment: NEUTRAL (due to lack of recent news)

Catalyst Identification: No clear catalyst is identified at this time.

Market Narrative: The neutral sentiment and lack of recent news create uncertainty in the market narrative.

Risk & Volatility Assessment

Beta Interpretation:

  • Beta: 0.08 (Low - shows if volatility is historically low)

Volatility Regime:

  • Current vs historical volatility levels: Low

Options Market Signals: IV Rank: 2.0% (Low) Current IV: 129.1% Expected Move: $3.03 (21 DTE), 7-DTE: $3.03 Volume Flow: 29 calls vs 42 puts Open Interest: 227 calls vs 130 puts Put/Call Volume Ratio: 1.45 (Bearish sentiment) Put/Call OI Ratio: 0.57

Downside Protection: Support levels and risk management considerations are limited due to the lack of recent price action.

Market Context & Positioning

Sector Performance:

  • No specific sector performance data available

Institutional Activity:

  • No clear institutional activity signals are identified at this time.

Correlation Analysis:

  • Correlation: 0.02 (Low - shows if stock moves less than market)

Relative Valuation: No relative valuation data is available due to the lack of recent price action.

Key Levels & Action Items

Critical Price Levels:

  • No specific support or resistance levels are identified at this time.

Breakout/Breakdown Levels:

  • No clear breakout or breakdown levels are identified at this time.

Time-Sensitive Catalysts: No earnings dates, FDA approvals, product launches, or other time-sensitive catalysts are available.

Risk Management: Stop-loss levels and position sizing considerations are limited due to the lack of recent price action.

Please note that this analysis is based on the provided data, which may be incomplete. The lack of recent news headlines and historical data reduces the accuracy of the analysis.

Generated 2026-06-26 12:32 UTC
News
Options Activity
IV Rank (30D)
0
IV Rank (7D)
0
Avg IV
118.0%
Straddle (30D)
$2.67
Straddle (7D)
$2.67
P/C Volume
1.40
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)
-0.25
Correlation (SPY)
-4.3%
R²
0.00
Ann. Volatility
78.2%
SPY Volatility
13.7%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 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.

252 filers44,810,224 shares$1.75B value
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 6,669,147 $258.16M 14.73% — 2026-03-31
2 VANGUARD GROUP INC Custodian 5,171,079 $249.09M 14.21% — 2025-12-31
3 AQR CAPITAL MANAGEMENT LLC Custodian 2,530,650 $97.96M 5.59% — 2026-03-31
4 DIMENSIONAL FUND ADVISORS LP Custodian 1,895,123 $73.36M 4.19% — 2026-03-31
5 Invesco Ltd. Custodian 1,793,718 $69.43M 3.96% — 2026-03-31
6 NEW SOUTH CAPITAL MANAGEMENT INC 1,752,216 $67.83M 3.87% — 2026-03-31
7 STATE STREET CORP 1,742,709 $67.46M 3.85% — 2026-03-31
8 REINHART PARTNERS, LLC. 1,650,955 $63.91M 3.65% — 2026-03-31
9 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,371,264 $53.09M 3.03% — 2026-03-31
10 Pathstone Holdings, LLC 1,202,233 $46.54M 2.66% — 2026-03-31
11 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1,102,397 $42.67M 2.43% — 2026-03-31
12 BAMCO INC /NY/ 1,060,800 $41.06M 2.34% — 2026-03-31
13 GOLDMAN SACHS GROUP INC Custodian 891,968 $34.53M 1.97% — 2026-03-31
14 SCHRODER INVESTMENT MANAGEMENT GROUP 887,692 $33.95M 1.94% — 2026-03-31
15 FMR LLC Custodian 691,826 $26.78M 1.53% — 2026-03-31
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 686,129 $26.56M 1.52% — 2026-03-31
17 MORGAN STANLEY Custodian 514,827 $24.80M 1.41% — 2025-12-31
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 579,647 $22.44M 1.28% — 2026-03-31
19 D. E. Shaw & Co., Inc. Custodian 577,850 $22.37M 1.28% — 2026-03-31
20 SYSTEMATIC FINANCIAL MANAGEMENT LP 544,583 $21.08M 1.20% — 2026-03-31
21 AMERIPRISE FINANCIAL INC Custodian 544,538 $21.08M 1.20% — 2026-03-31
22 Allianz Asset Management GmbH 513,980 $19.90M 1.14% — 2026-03-31
23 Point72 Asset Management, L.P. 504,645 $19.53M 1.11% — 2026-03-31
24 NORTHERN TRUST CORP Custodian 481,878 $18.65M 1.06% — 2026-03-31
25 FIL Ltd 466,000 $18.04M 1.03% — 2026-03-31
2 filers$19.36K notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $11.61K 60.00% 2026-03-31
2 SIMPLEX TRADING, LLC Custodian $7.74K 40.00% 2026-03-31
4 filers$2.32M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $2.09M 90.00% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $209.03K 9.00% 2026-03-31
3 SIMPLEX TRADING, LLC Custodian $15.48K 0.67% 2026-03-31
4 GROUP ONE TRADING LLC Custodian $7.74K 0.33% 2026-03-31
Insider Activity
Latest: 2026-06-15
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-15 JONATHAN S HOLMAN Director Tax (F) −386 $20.20 -$7.8K EDGAR
2026-04-29 Joseph Wendell Dyer Director Buy (P) +1,112 $22.47 $25.0K EDGAR
2026-04-28 Sadasivam Iyer President Buy (P) +1,110 $22.67 $25.2K EDGAR
2026-04-28 Rose Cunningham Chief Accounting Officer Buy (P) +1,125 $22.27 $25.1K EDGAR
2026-04-27 Marie Perry EVP, Chief Financial Officer Buy (P) +5,350 $18.70 $100.0K EDGAR
2026-04-27 Jennifer Hankes Painter SVP, Chief Legal Officer Buy (P) +2,500 $20.03 $50.1K EDGAR
2026-04-27 JONATHAN S HOLMAN Director Buy (P) +2,000 $18.87 $37.7K EDGAR
2026-04-27 MARIA R HAWTHORNE Director Buy (P) +5,136 $19.49 $100.1K EDGAR
2026-04-27 Brian J. Callaghan Director Buy (P) +5,121 $20.27 $103.8K EDGAR
2026-04-27 Joseph Wendell Dyer Director Buy (P) +2,684 $18.63 $50.0K EDGAR
2026-04-27 Mark A. Frantz Director Buy (P) +3,800 $18.92 $71.9K EDGAR
2026-04-27 Carol Lindstrom Director Buy (P) +247 $20.15 $5.0K EDGAR
2026-04-27 Theodore S. Hanson Chief Executive Officer Buy (P) +51,965 $19.24 $999.8K EDGAR
2026-04-27 Patricia L Obermaier Director Buy (P) +2,500 $20.61 $51.5K EDGAR
2026-04-27 Sadasivam Iyer President Buy (P) +1,725 $19.30 $33.3K 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
13 insiders
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 Theodore S. Hanson Chief Executive Officer 476,526 — $999.8K 1 2026-04-27
2 Brian J. Callaghan Director 336,648 — $103.8K 1 2026-04-27
3 Jennifer Hankes Painter SVP, Chief Legal Officer 76,061 — $50.1K 1 2026-04-27
4 Sadasivam Iyer President 61,905 — $58.5K 2 2026-04-28
5 Marie Perry EVP, Chief Financial Officer 58,328 — $100.0K 1 2026-04-27
6 ARSHAD MATIN Director 27,069 — $193.5K 1 2026-04-27
7 Mark A. Frantz Director 22,001 — $71.9K 1 2026-04-27
8 Joseph Wendell Dyer Director 19,953 — $75.0K 2 2026-04-29
9 Rose Cunningham Chief Accounting Officer 15,587 — $25.1K 1 2026-04-28
10 JONATHAN S HOLMAN Director 15,507 — $37.7K 2 2026-06-15
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: 2024-11-12
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: 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
2024-11-12 Hanson Theodore S. Officer 53,000 $5.30M 2024-11-12 Pershing Advisor Solutions — EDGAR
2024-10-25 BLAZER RANDOLPH C President, Apex Systems 10,000 $950.0K 2024-10-25 Janney Montgomery Scott LLC — EDGAR
2024-10-25 Lindstrom Carol Director 1,060 $98.6K 2024-10-25 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-09-13 MATIN ARSHAD Officer 2,000 $185.0K 2024-09-13 MORGAN STANLEY SMITH BARNEY LLC … — EDGAR
2024-09-11 HOLMAN JONATHAN S Director 503 $45.9K 2024-09-11 Charles Schwab Corp. — EDGAR
2024-08-22 KITTRELL MARTY R Director 500 $46.9K 2024-08-22 Morgan Stanley Smith Barney LLC … — EDGAR
2024-07-26 BLAZER RANDOLPH C President 6,000 $585.0K 2024-07-26 Janney Montgomery Scott LLC — EDGAR
2024-07-23 KITTRELL MARTY R Director 1,819 $186.4K 2024-07-23 Morgan Stanley Smith Barney LLC … — EDGAR
2024-07-15 KITTRELL MARTY R Director 1,765 $172.1K 2024-07-15 Morgan Stanley Smith Barney LLC … — EDGAR
2024-04-30 Lindstrom Carol Director 1,000 $97.0K 2024-04-30 Morgan Stanley Smith Barney LLC … — 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.