ESOA Energy Services of America Corporation Common Stock
XNASStock 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.
ESOA
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Key stats
Related
About
- Industry (SIC)
- WATER, SEWER, PIPELINE, COMM & POWER LINE CONSTRUCTION (1623) · industry map
- Exchange
- XNAS
- Market Cap
- $0.2B
- Employees
- 1,418
- List Date
- 1998-07-31
- CIK
- 0001357971
- Next Earnings
- 2026-12-08
- EPS Forecast
- $0.21 (2 est.)
- Headquarters
- Huntington, WV
- Homepage
- https://www.energyservicesofamerica.com
Energy Services of America Corporation is engaged in providing contracting services for energy-related companies. The company is predominantly engaged in the construction, replacement, and repair of natural gas pipelines and storage facilities for utility companies and private natural gas companies. It services the gas, petroleum, power, chemical, and automotive industries and does incidental work such as water and sewer projects. Energy Service's other services include liquid pipeline construction, pump station construction, production facility construction, water and sewer pipeline installat…
Summary
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composite
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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 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 0.00% | 34.22% | -5.66% | 11.37% | 9.98% |
| Feb | -- | -5.31% | 0.90% | -6.89% | 65.99% | 13.67% |
| Mar | -13.03% | -1.29% | 13.48% | -7.71% | -14.07% | -4.52% |
| Apr | -10.71% | -17.70% | -17.91% | -13.55% | 29.57% | -6.06% |
| May | 4.23% | -8.00% | 0.15% | 10.95% | -11.34% | -0.80% |
| Jun | -21.97% | 37.44% | -8.32% | -1.29% | 27.99% | 6.77% |
| Jul | 5.97% | -3.08% | 9.47% | 9.96% | -23.47% | -0.23% |
| Aug | 45.58% | 29.97% | 24.35% | -0.49% | -23.81% | 15.12% |
| Sep | -8.63% | 8.45% | -2.26% | 4.44% | -0.98% | 0.20% |
| Oct | -4.64% | 15.65% | 19.63% | 5.69% | -14.23% | 4.42% |
| Nov | 0.74% | -6.07% | 39.19% | -20.52% | 0.33%* | 2.73% |
| Dec | -6.42% | 31.43% | -11.50% | -4.33% | -- | 2.29% |
| Total | -19.97% | 89.71% | 127.12% | -29.51% | 16.04% | 36.68% |
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: $9.28
SMA 50: $10.37
SMA 200: $13.69
Current: $9.06
EMA 12: $9.12
EMA 26: $9.60
MACD: -0.4757 | Signal: 0.0108
BEARISH
ADX (14): 33.57
TREND
+DI: 19.92
−DI: 30.58
Momentum Oscillators
RSI (14): 40.67
NEUTRAL
Stoch %K: 20.27
Stoch %D: 14.17
Williams %R: -63.41
Volume & Volatility
BB Upper: $10.05
BB Lower: $8.51
NEUTRAL
OBV: -1,164,984
Vol SMA 20: 88,168
Vol ROC: -43.48%
ATR: $0.42
True Range: $0.53
HV 20: 50.0%
HV 30: 47.6%
HV 60: 40.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before ESOA’s Aug 10 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report: ESOA
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers and Primary Risks:
- Trend indicators suggest a strong uptrend, with all three SMAs trending upwards.
- Momentum oscillators are neutral, indicating no clear momentum bias.
- Bollinger Bands indicate moderate volatility.
Recent News Sentiment Impact: NEUTRAL (average sentiment of recent headlines)
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Neutral
Support/Resistance Levels:
- Support: $16.02 (lower Bollinger Band), $15.35 (SMA 50)
- Resistance: $18.67 (upper Bollinger Band), $17.46 (EMA 12)
Momentum Signals:
- RSI interpretation: Neutral (55.38)
- MACD signal: Bullish
- Bollinger Bands position: Neutral
News & Sentiment Analysis
Recent Headlines Summary: No recent news headlines that significantly impact the stock price.
Sentiment Assessment: Neutral (average sentiment of recent headlines)
Catalyst Identification: No upcoming earnings or major events reported.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta > 1.46)
Volatility Regime: Moderate volatility (0.62)
Options Market Signals: No options data available.
Downside Protection: Support levels at $16.02 and $15.35, with a potential downside risk if the stock breaks below these levels.
Market Context & Positioning
Sector Performance: Energy sector has been trending upwards in recent months.
Institutional Activity: Moderate institutional interest, as shown by volume trends.
Correlation Analysis: Stock moves relatively independently of market (R-squared interpretation: 0.28).
Relative Valuation: Stock is trading within a moderate range relative to its peers and the broader market.
Key Levels & Action Items
- Critical price levels:
- Support at $16.02
- Resistance at $18.67
- Breakout/Breakdown Levels: Break below $15.35 could indicate a significant downturn.
- Time-Sensitive Catalysts: No upcoming earnings or major events reported.
- Risk Management: Consider setting stop-loss levels at $15.35 and position sizing considerations.
Recommendations:
Based on the analysis, it is recommended to maintain a neutral stance until further catalysts emerge or the stock's trend becomes more clear. The strong uptrend and moderate volatility suggest that caution should be exercised when considering entry or exit points.
Generated
News
All ESOA news →
ESOA Options Activity & IV Rank
Loading options activity...
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
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 →
Scanning bull put, bear call, iron condor and calendar spreads…
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
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
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
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 1.1661
Alpha: -14.84%
Correlation: 0.2620
R-Squared: 6.9%
Stock Volatility: 61.3%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own ESOA
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $3.2M | #1704 of 3138 | -24.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $943K | #2926 of 3716 | -17.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $527K | #4408 of 6285 | -53.9% | 13F | |
| Point72 Hedge fund Steve Cohen | $204K | #1781 of 1945 | -75.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
ESOA Institutional Ownership (13F)
Filings for 2026-06-30 · 40 already for 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 |
|---|
ESOA Insider Trading (Form 4)
Latest: 2026-06-22Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-06-22 | Troy Alan Taylor | Chief Operating Officer | Tax (F) | −498 | — | EDGAR | |
| 2026-06-22 | Douglas V Reynolds | President | Buy (P) | +6,000 | $16.26 | $97.6K | EDGAR |
| 2026-06-22 | Troy Alan Taylor | President | Tax (F) | −498 | — | EDGAR | |
| 2026-06-02 | Marshall T Reynolds | Director | Sell (S) | −100,000 | $15.45 | -$1.54M | EDGAR |
| 2026-05-28 | Mark Prince | Director | Sell (S) | −33,000 | $17.80 | -$587.4K | EDGAR |
| 2026-05-28 | Marshall T Reynolds | Director | Sell (S) | −100,000 | $16.81 | -$1.68M | EDGAR |
| 2026-03-23 | Douglas V Reynolds | President | Buy (P) | +6,309 | $13.21 | $83.3K | EDGAR |
| 2026-01-30 | Charles P. Crimmel | Chief Financial Officer | Mixed Tax −521 · Grant +2,781 |
+2,260 | — | EDGAR | |
| 2025-12-23 | Douglas V Reynolds | President | Mixed Buy +9,100 · Tax −3,251 |
+5,849 | $8.31 | $75.6K | EDGAR |
| 2025-12-18 | Marshall T Reynolds | Director | Sell (S) | −100,000 | $8.37 | -$837.0K | EDGAR |
| 2025-05-20 | Charles P. Crimmel | Chief Financial Officer | Buy (P) | +500 | $9.40 | $4.7K | EDGAR |
| 2025-05-20 | Patrick J Farrell | Director | Buy (P) | +1,772 | $8.46 | $15.0K | EDGAR |
| 2025-02-18 | Mark Prince | Director | Buy (P) | +21,000 | $10.96 | $230.2K | EDGAR |
| 2025-01-21 | Charles P. Crimmel | Chief Financial Officer | Mixed Grant +1,985 · Tax −269 |
+1,716 | $13.02 | -$3.5K | EDGAR |
| 2024-12-23 | Marshall T Reynolds | Director | Sell (S) | −34,713 | $16.04 | -$556.8K | 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.
ESOA Insider Holdings
7 insiders · @ $9.06
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 | Douglas V Reynolds | President | 1,494,446 | $13.54M | $358.6K | 12 | 2026-06-22 |
| 2 | Marshall T Reynolds | Director | 1,260,431 | $11.42M | -$6.92M | 12 | 2026-06-02 |
| 3 | Frank S Lucente | Director | 312,010 | $2.83M | -$836.6K | 22 | 2024-12-20 |
| 4 | Mark Prince | Director | 67,071 | $607.7K | $75.4K | 10 | 2026-05-28 |
| 5 | Troy Alan Taylor | President | 19,512 | $176.8K | $0 | 2 | 2026-06-22 |
| 6 | Patrick J Farrell | Director | 12,459 | $112.9K | $45.0K | 4 | 2025-05-20 |
| 7 | Charles P. Crimmel | Chief Financial Officer | 9,249 | $83.8K | $4.7K | 5 | 2026-01-30 |
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.
ESOA Board & Officers
As of SEC filings through Jun 22, 2026Directors 8
- Jack M Reynolds · since Aug 30, 2006
- Joseph L Williams · since Aug 30, 2006
- Marshall T Reynolds · since Aug 30, 2006
- Douglas V Reynolds · listed since Dec 2010
- Frank S Lucente · since Jun 19, 2019
- Amy E Abraham · since Apr 20, 2022
- Mark Prince · since Apr 20, 2022
- Patrick J Farrell · since Apr 20, 2022
Officers 3
- Douglas V Reynolds · President · listed since May 2013
- Charles P. Crimmel · Chief Financial Officer · since Nov 1, 2013
- Troy Alan Taylor · chief operating officer · since May 20, 2026
10% owners 1
- Douglas V Reynolds · listed since Sep 2019
Changes in the last 10 years (14)
| May 20, 2026 | Troy Alan Taylor became chief operating officer |
| Dec 23, 2024 | Marshall T Reynolds no longer listed as a 10% owner in SEC filings |
| Sep 18, 2024 | The company announced the departure of Samuel G Kapourales from the board in an SEC filing |
| Jun 17, 2022 | Brian Pratt reported in an SEC filing no longer being a 10% owner |
| May 16, 2022 | The company announced the departure of Robert Neil Riddle Jr as Chief Operating Officer in an SEC filing |
| Apr 20, 2022 | Patrick J Farrell became a director |
| Apr 20, 2022 | Mark Prince became a director |
| Apr 20, 2022 | Amy E Abraham became a director |
| Apr 11, 2022 | The company announced the departure of Daniel Mannes from the board in an SEC filing |
| Feb 10, 2022 | Robert Neil Riddle Jr became Chief Operating Officer |
| Jan 5, 2021 | Brian Pratt became a 10% owner |
| Oct 21, 2020 | Daniel Mannes became a director |
| Sep 23, 2019 | Douglas V Reynolds first listed as a 10% owner in an SEC filing |
| Jun 19, 2019 | Frank S Lucente became a director |
Not reported recently (4)
- Charles Abraham · Last reported as a director in an SEC filing dated Feb 15, 2023
- Neal Scaggs · Last reported as a director in an SEC filing dated Oct 8, 2021
- Bruce H. Elliott · Last reported as a director in an SEC filing dated May 20, 2021
- Keith F Molihan · Last reported as a director in an SEC filing dated Mar 25, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ESOA Proposed Insider Sales (Form 144)
Latest: 2026-06-01
? 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. 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-06-01 | REYNOLDS MARSHALL T | Officer | 35,058 | $525.3K | 2026-06-01 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2026-05-29 | REYNOLDS MARSHALL T | Officer | 64,942 | — | 2026-05-29 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2026-05-28 | Williams Joseph L | Director | 20,000 | $331.0K | 2026-05-28 | Edward Jones | — | EDGAR |
| 2026-05-28 | Lucente Frank S | Director | 50,000 | $821.0K | 2026-05-29 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-05-27 | Prince Mark | Director | 33,000 | $587.2K | 2026-05-27 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-05-27 | REYNOLDS MARSHALL T | Officer | 100,000 | $1.72M | 2026-05-27 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2025-12-17 | REYNOLDS MARSHALL T | Director | 100,000 | $837.2K | 2025-12-17 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2024-12-20 | REYNOLDS MARSHALL T | Officer, Director | 34,713 | $556.8K | 2024-12-20 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2024-12-19 | Williams Joseph L | Director | 20,000 | $324.6K | 2024-12-19 | Edward Jones | — | EDGAR |
| 2024-12-19 | REYNOLDS MARSHALL T | Officer, Director | 8,212 | $133.8K | 2024-12-19 | RBC CAPITAL MARKETS 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. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-10-23
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-08-10 | 0001104659-26-093413 | EDGAR |
ETF Holders
35 ETFs hold ESOA
25 shown · $20.79M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $4.9M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $3.3M | $76.6B | 2026-11-06 |
| 3 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.01% | $1.9M | $31.6B | 2026-11-05 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.8M | — | 2026-09-30 |
| 5 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.08% | $1.7M | — | 2026-06-30 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.2M | — | 2026-11-05 |
| 7 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $1.2M | $13.7B | 2026-11-06 |
| 8 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $966,482 | — | 2026-09-30 |
| 9 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.12% | $699,199 | — | 2026-06-30 |
| 10 | DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | Nport | 0.12% | $478,491 | — | 2026-06-30 |
| 11 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $442,852 | — | 2026-11-05 |
| 12 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.03% | $386,909 | $1.2B | 2026-11-06 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $333,005 | — | 2026-11-05 |
| 14 | AIMS Acuitas Small Cap Active ETF | Nport | 0.30% | $272,327 | — | 2026-06-30 |
| 15 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $258,738 | $3.2B | 2026-11-05 |
| 16 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.03% | $248,886 | — | 2026-06-30 |
| 17 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $198,700 | — | 2026-11-05 |
| 18 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.01% | $174,453 | — | 2026-09-30 |
| 19 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $138,602 | — | 2026-11-05 |
| 20 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $92,291 | — | 2026-11-05 |
| 21 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.01% | $78,769 | $1.0B | 2026-11-05 |
| 22 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $61,581 | — | 2026-11-06 |
| 23 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.00% | $50,566 | — | 2026-11-05 |
| 24 | DFAU Dimensional US Core Equity Market ETF | Dimensional | 0.00% | $20,824 | $12.6B | 2026-11-05 |
| 25 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $18,782 | $14.3B | 2026-11-05 |
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.
ESOA vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| LGND Ligand Pharmaceuticals Inc. | $6.1B | 142.4 | +1.0% | +65.6% | 44 |
| AROC Archrock Inc | $4.8B | 15.0 | +3.7% | +9.3% | 45 |
| KFY Korn Ferry | $4.2B | 14.3 | +6.9% | +13.5% | 85 |
| SEI Solaris Energy Infrastructure, Inc. | $3.8B | 77.0 | +70.5% | +24.1% | 41 |
| PDFS PDF Solutions Inc | $1.6B | 159.4 | +23.0% | +34.9% | 43 |
| PLPC Preformed Line Products Co | $1.3B | — | — | +34.6% | — |
| PLOW DOUGLAS DYNAMICS, INC. | $839M | 13.8 | +22.8% | +14.4% | 10 |
| CVLG Covenant Logistics Group, Inc. | $801M | 117.4 | +2.9% | +47.4% | 1 |
| ESOA Energy Services of America Corporation C | $161M | — | — | +12.0% | — |
| Peer median | $2.7B | 77.0 | +6.9% | +29.4% | 43 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.