Equity Residential(EQR)
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.
EQR
$69.76
—
Snapshot
$69.76
- 52-Week Range
- $57.57 – $71.50
- YTD
- +12.46%
- IV Rank (30D)
- 28.38
- Straddle Price
- $3.52
- P/C Vol Ratio
- 0.67
- Market Cap
- $26.2B
Fair Value
MODEL: SHORT
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 SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 9.78% |
| Volatility Risk Premium | +28.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 0.2% |
| Rev. Growth (YoY, DCF input) | +1.4% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.01 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 8.9% |
| Book / Price | 39.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 95.6% |
| FCF Margin (TTM) | 35.9% |
| Debt / Equity | 0.15 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +12.1% (reverse-DCF on current price) |
| SMA 50 | $66.91 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $67.88 |
| Bollinger Width / SMA20 | 15.9% (drives anchor stability) |
| Net Debt | $1.6B |
| Market Cap | $27B |
Peers used for multiples: DLR, O, PLD, WELL
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
37%
20-Day Fair Value
≈ by Aug 17, 2026
$70.09
α +1.6%
rank 45%
40-Day Fair Value
≈ by Sep 15, 2026
$67.73
α -1.8%
rank 45%
60-Day Fair Value
≈ by Oct 14, 2026
$65.73
α -4.7%
rank 45%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $33.80 | 20% | |
| DDM (Gordon) | $32.73 | 16% | |
| Peer P/E | $129.03 | 6% | median 50.7× · 4 peers |
| Peer EV/EBITDA | $141.27 | 6% | median 29.5× · 4 peers |
| Peer P/B | $73.72 | 6% | median 2.6× · 4 peers |
| Peer P/S | $101.82 | 6% | median 12.6× · 4 peers |
| Market Anchor (SMA50) | $66.91 | 28% | stability 71% (BB-width) |
| Options Expected (B-L 30d) | $61.18 | 13% | 13 strikes · skew -0.30 |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798)
- Exchange
- XNYS
- Market Cap
- $26.2B
Equity Residential owns a portfolio of 312 apartment communities with over 85,000 units and is developing two additional properties with 665 units. The company focuses on owning large, high-quality properties in the urban and suburban submarkets of Southern California, San Francisco, Washington, D.C., New York, Seattle, and Boston.
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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.15% | 23 |
| Feb | -0.85% | 23 |
| Mar | +1.93% | 23 |
| Apr | +2.27% | 23 |
| May | +1.38% | 23 |
| Jun | -1.15% | 23 |
| Jul | +2.47% | 23 |
| Aug | +0.74% | 22 |
| Sep | -1.45% | 23 |
| Oct | -0.13% | 23 |
| Nov | +1.79% | 23 |
| Dec | +0.19% | 23 |
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: $68.10
SMA 50: $66.97
SMA 200: $62.99
Current: $69.00
EMA 12: $68.79
EMA 26: $68.03
MACD: 0.7577 | Signal: -0.0167
BULLISH
ADX (14): 18.93
RANGE
+DI: 28.62
−DI: 17.86
Momentum Oscillators
RSI (14): 54.93
NEUTRAL
Stoch %K: 47.90
Stoch %D: 50.91
Williams %R: -56.95
Volume & Volatility
BB Upper: $71.46
BB Lower: $64.74
NEUTRAL
OBV: -9,075,400
Vol SMA 20: 2,781,023
Vol ROC: -8.41%
ATR: $1.39
True Range: $2.19
HV 20: 21.0%
HV 30: 22.4%
HV 60: 20.5%
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
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-29 | After-Close | 4.35% | 2.43% | 0.56x | Within |
| 2024-10-30 | After-Close | 4.70% | 4.84% | 1.03x | Exceeded |
| 2025-02-03 | After-Close | 5.37% | 0.41% | 0.08x | Within |
| 2025-04-29 | After-Close | 5.13% | 1.02% | 0.20x | Within |
| 2025-08-04 | After-Close | 4.04% | 1.04% | 0.26x | Within |
| 2025-10-28 | After-Close | 5.86% | 3.43% | 0.59x | Within |
| 2026-02-05 | After-Close | 4.17% | 3.41% | 0.82x | Within |
| 2026-04-28 | After-Close | 4.30% | 0.43% | 0.10x | Within |
Options Activity
- IV Rank (30D)
- 28.38
- IV Rank (7D)
- 100
- Avg IV
- 50.7%
- Straddle (30D)
- $3.52
- Straddle (7D)
- $1.55
- P/C Volume
- 0.67
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.19
- Correlation (SPY)
- 11.7%
- R²
- 0.01
- Ann. Volatility
- 20.7%
- SPY Volatility
- 12.6%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 389,495,750 (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.
12 filers$15.91M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Walleye Trading LLC | $2.73M | 17.14% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $2.61M | 16.40% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $2.22M | 13.94% | 2026-03-31 |
| 4 | UBS Group AG Custodian | $1.79M | 11.23% | 2026-03-31 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $1.59M | 9.97% | 2026-03-31 |
| 6 | HSBC HOLDINGS PLC Custodian | $1.48M | 9.31% | 2026-03-31 |
| 7 | Greenland Capital Management LP | $1.48M | 9.30% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $1.14M | 7.14% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $461.66K | 2.90% | 2025-09-30 |
| 10 | GROUP ONE TRADING LLC Custodian | $248.43K | 1.56% | 2026-03-31 |
| 11 | Tidal Investments LLC | $159.71K | 1.00% | 2026-03-31 |
| 12 | SIMPLEX TRADING, LLC Custodian | $17.75K | 0.11% | 2026-03-31 |
14 filers$46.60M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $22.02M | 47.24% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $5.04M | 10.81% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $3.25M | 6.98% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $2.92M | 6.26% | 2026-03-31 |
| 5 | Walleye Trading LLC | $2.87M | 6.16% | 2026-03-31 |
| 6 | UBS Group AG Custodian | $2.43M | 5.22% | 2026-03-31 |
| 7 | SIMPLEX TRADING, LLC Custodian | $1.57M | 3.36% | 2026-03-31 |
| 8 | Caption Management, LLC | $1.48M | 3.17% | 2026-03-31 |
| 9 | PEAK6 LLC | $1.19M | 2.55% | 2026-03-31 |
| 10 | Dockside LLC | $1.03M | 2.22% | 2026-03-31 |
| 11 | WOLVERINE TRADING, LLC Custodian | $923.33K | 1.98% | 2025-09-30 |
| 12 | BANK OF MONTREAL /CAN/ Custodian | $709.80K | 1.52% | 2026-03-31 |
| 13 | GROUP ONE TRADING LLC Custodian | $644.74K | 1.38% | 2026-03-31 |
| 14 | TUDOR INVESTMENT CORP ET AL | $532.35K | 1.14% | 2026-03-31 |
Insider Activity
Latest: 2026-06-23
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-23 | MARK S SHAPIRO | Director | Grant (A) | +3,561 RSU | — | EDGAR | |
| 2026-06-23 | Tahsinul Zia Huque | Director | Grant (A) | +3,561 RSU | — | EDGAR | |
| 2026-06-23 | Chris Carr | Director | Grant (A) | +3,561 RSU | — | EDGAR | |
| 2026-06-23 | DAVID J NEITHERCUT | Director | Grant (A) | +50,997 opt | — | EDGAR | |
| 2026-06-23 | Angela M Aman | Director | Grant (A) | +3,561 RSU | — | EDGAR | |
| 2026-06-23 | Ann Hoff | Director | Award (A) | +3,276 | — | EDGAR | |
| 2026-06-23 | STEPHEN E STERRETT | Director | Award (A) | +3,276 | — | EDGAR | |
| 2026-06-23 | Nina P Jones | Director | Award (A) | +3,276 | — | EDGAR | |
| 2026-06-23 | MARY KAY HABEN | Director | Award (A) | +3,276 | — | EDGAR | |
| 2026-05-18 | Ian Kaufman | Chief Accounting Officer | Award (A) | +32 | $53.31 | $1.7K | EDGAR |
| 2026-03-04 | Ian Kaufman | Chief Accounting Officer | Award (A) | +150 | $52.65 | $7.9K | EDGAR |
| 2026-02-19 | Catherine Carraway | EVP & CHRO | Sell (S) | −749 | $63.56 | -$47.6K | EDGAR |
| 2026-02-19 | Ian Kaufman | Chief Accounting Officer | Sell (S) | −909 | $63.56 | -$57.8K | EDGAR |
| 2026-02-19 | Michael L Manelis | Executive Vice President & COO | Sell (S) | −2,429 | $63.56 | -$154.4K | EDGAR |
| 2026-02-11 | Catherine Carraway | EVP & CHRO | Mixed | +4,105 | $65.13 | -$42.7K | 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
41 insiders · @ $69.00
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 | SAMUEL ZELL | Director | 921,924 | $63.61M | -$157.31M | 57 | 2023-03-02 |
| 2 | GERALD A SPECTOR | Director | 313,772 | $21.65M | -$81.22M | 50 | 2019-03-25 |
| 3 | SHELI Z ROSENBERG | Director | 286,190 | $19.75M | -$250.7K | 20 | 2010-05-17 |
| 4 | GREGORY H SMITH | Executive Vice President | 199,620 | $13.77M | $0 | 3 | 2007-08-16 |
| 5 | BOONE A KNOX | Director | 182,887 | $12.62M | $744.5K | 10 | 2010-03-03 |
| 6 | Alexander Brackenridge | Executive Vice President & CIO | 85,996 | $5.93M | -$6.44M | 27 | 2025-02-07 |
| 7 | JOHN W ALEXANDER | Director | 70,977 | $4.90M | -$7.72M | 28 | 2018-05-16 |
| 8 | ALAN W GEORGE | Executive Vice President | 59,334 | $4.09M | -$68.67M | 80 | 2021-03-03 |
| 9 | STEPHEN E STERRETT | Director | 47,952 | $3.31M | -$151.7K | 24 | 2026-06-23 |
| 10 | Scott Fenster | EVP & General Counsel | 46,952 | $3.24M | -$1.76M | 29 | 2026-02-11 |
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: 2026-02-18
? Form 144 Guide
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 |
|---|---|---|---|---|---|---|---|---|
| 2026-02-18 | Brackenridge Alexander | Officer | 8,970 | $570.2K | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-18 | Manelis Michael L | Officer | 2,429 | $154.4K | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-18 | Carraway Catherine | Officer | 749 | $47.6K | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-18 | Kaufman Ian | Officer | 909 | $57.8K | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-10 | Garechana Robert | Officer | 3,637 | $236.9K | 2026-02-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-10 | Manelis Michael L | Officer | 5,765 | $375.4K | 2026-02-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-10 | Carraway Catherine | Officer | 656 | $42.7K | 2026-02-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-01-22 | Brackenridge Alexander | Officer | 7,584 | $466.7K | 2026-01-22 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-13 | NEAL JOHN E | Former Director | 11,000 | $697.6K | 2025-08-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-05-01 | Carraway Catherine | Officer | 1,007 | $71.0K | 2025-05-01 | Fidelity Brokerage Services 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.
Recent SEC Filings
Latest: 2026-05-21
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-21 | 0001193125-26-233381 | EDGAR |
| 2026-04-28 | 0001193125-26-187339 | EDGAR |
| 2026-04-15 | 0001193125-26-157146 | EDGAR |
| 2026-03-02 | 0001193125-26-083364 | EDGAR |
| 2026-02-05 | 0001193125-26-039455 | EDGAR |
| 2025-12-04 | 0001193125-25-308127 | EDGAR |
| 2025-12-01 | 0001193125-25-304028 | EDGAR |
| 2025-10-28 | 0001193125-25-253637 | EDGAR |
| 2025-09-08 | 0000950170-25-113567 | EDGAR |
| 2025-09-02 | 0000906107-25-000005 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0001193125-26-051433 | EDGAR |
| 2025-02-13 | 0000950170-25-019894 | EDGAR |
| 2024-02-15 | 0000950170-24-015907 | EDGAR |
| 2023-02-16 | 0000950170-23-003060 | EDGAR |
| 2022-02-17 | 0001564590-22-005566 | EDGAR |
| 2021-02-18 | 0001564590-21-006679 | EDGAR |
| 2020-02-20 | 0001564590-20-005562 | EDGAR |
| 2019-02-21 | 0001564590-19-003683 | EDGAR |
| 2018-02-22 | 0001564590-18-002873 | EDGAR |
| 2017-02-23 | 0000906107-17-000007 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-197417 | EDGAR |
| 2025-10-30 | 0001193125-25-258599 | EDGAR |
| 2025-08-06 | 0000950170-25-104090 | EDGAR |
| 2025-04-30 | 0000950170-25-061082 | EDGAR |
| 2024-11-04 | 0000950170-24-120716 | EDGAR |
| 2024-08-01 | 0000950170-24-089300 | EDGAR |
| 2024-05-02 | 0000950170-24-052144 | EDGAR |
| 2023-11-02 | 0000950170-23-058214 | EDGAR |
| 2023-08-02 | 0000950170-23-037206 | EDGAR |
| 2023-04-28 | 0000950170-23-015831 | 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 Ratio | 27.8 |
| P/B Ratio | 2.5 |
| P/S Ratio | 8.4 |
| EV/EBITDA | 18.3 |
| TTM Revenue | $3.1B |
| TTM Net Income | $1.0B |
| TTM EPS | $2.51 |
| ROE | 8.9% |
| Dividend Yield | 4.13% |
| Debt/Equity | 0.78 |