ESP Espey Mfg. & Electronics Corp
XASEStock 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.
ESP
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Key stats
Related
About
- Industry (SIC)
- ELECTRONIC COMPONENTS, NEC (3679) · industry map
- Exchange
- XASE
- Market Cap
- $0.2B
- Employees
- 144
- List Date
- 1972-06-01
- CIK
- 0000033533
- Next Earnings
- 2026-11-11
- Headquarters
- Saratoga Springs, NY
- Homepage
- https://www.espey.com
Espey Manufacturing & Electronics Corp is a power electronics design and OEM manufacturing company delivering products for military and severe environment applications. Its products include power supplies, power converters, filters, power transformers, magnetic components, power distribution equipment, UPS systems, and antennas. The applications of these products include AC and DC locomotives, shipboard power, shipboard radar, airborne power, ground-based radar, and ground mobile power. Espey services include design and development to specification, build to specifications provided by the cust…
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 | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.42% | -1.88% | 10.02% | 17.21% | -3.06% | 12.75% | 5.60% |
| Feb | 0.52% | -1.51% | 22.71% | 12.00% | -6.68% | 7.82% | 5.81% |
| Mar | -20.65% | 6.43% | 1.86% | 0.60% | 3.35% | -7.63% | -2.67% |
| Apr | -4.10% | -5.77% | 6.72% | -0.41% | 12.26% | 24.32% | 5.50% |
| May | -2.25% | 5.73% | -23.94% | -15.97% | 20.75% | -18.38% | -5.68% |
| Jun | -0.54% | 2.82% | 1.80% | 0.76% | 24.38% | 16.91% | 7.69% |
| Jul | 1.34% | -5.54% | -3.19% | 3.49% | -2.96% | -10.59% | -2.91% |
| Aug | -5.22% | 9.33% | 1.31% | 6.42% | 0.04% | 3.64% | 2.59% |
| Sep | 1.39% | -6.64% | -7.71% | 30.37% | -14.74% | -1.22% | 0.24% |
| Oct | 3.99% | -1.47% | -0.06% | 8.45% | -5.56% | -16.85%* | -1.92% |
| Nov | -1.54% | 1.88% | 4.44% | -4.19% | -0.81% | -- | -0.04% |
| Dec | -0.84% | 5.58% | 3.37% | 5.13% | 21.56% | -- | 6.96% |
| Total | -27.51% | 7.66% | 10.98% | 74.66% | 48.57% | 1.39% | 19.29% |
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: $59.29
SMA 50: $61.76
SMA 200: $60.07
Current: $51.75
EMA 12: $56.14
EMA 26: $58.75
MACD: -2.6113 | Signal: -0.8148
BEARISH
ADX (14): 41.17
STRONG TREND
+DI: 7.08
−DI: 36.00
Momentum Oscillators
RSI (14): 24.46
OVERSOLD
Stoch %K: 6.32
Stoch %D: 5.36
Williams %R: -99.31
Volume & Volatility
BB Upper: $67.53
BB Lower: $51.04
NEUTRAL
OBV: 1,491,138
Vol SMA 20: 35,476
Vol ROC: -4.31%
ATR: $2.10
True Range: $2.52
HV 20: 36.2%
HV 30: 33.2%
HV 60: 30.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Recent dividend announcements have been positive, which has contributed to the stock's performance
- Technical indicators suggest a consolidation phase, with a possible uptrend in the future
- Volatility is low, indicating a defensive nature
Primary Risks:
- Market volatility could impact the stock's price
- Regulatory changes or unexpected news events could affect the company's dividend payout and stock price
Investment Thesis: ESP has been consolidating around its current level, with a possibility of an uptrend in the future. The recent dividend announcements have been positive, which has contributed to the stock's performance.
Recent News Sentiment Impact: Positive sentiment from recent dividend announcements has contributed to the stock's performance.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): UPTREND
- Long-term (3-12 months): BEARISH
Support/Resistance Levels:
- SMA 20: $65.02
- SMA 50: $63.08
- Upper Bollinger Band: $76.90
Momentum Signals:
- RSI interpretation: NEUTRAL (36.76)
- MACD signal: BEARISH (negative histogram and signal line)
- Bollinger Bands position: NEUTRAL (price is near the middle band)
News & Sentiment Analysis
Recent Headlines Summary: Recent dividend announcements have been positive, which has contributed to the stock's performance.
Sentiment Assessment: POSITIVE
Catalyst Identification: No immediate catalysts are identified.
Market Narrative: The recent dividend announcements and consolidating price action suggest a defensive nature in the market.
Risk & Volatility Assessment
Beta Interpretation: LOW VOLATILITY - stock moves less than market (beta: 0.74)
Volatility Regime: CURRENT VOLATILITY IS LOW COMPARED TO HISTORICAL LEVELS
Options Market Signals: NO OPTIONS DATA AVAILABLE
Downside Protection: SUPPORT LEVELS ARE AT $53.15 AND $50.54, WHICH COULD SERVE AS DOWNSIDE PROTECTION.
Market Context & Positioning
Sector Performance: ESP is outperforming the sector and market.
Institutional Activity: INSTITUTIONAL VOLUME IS LOW COMPARED TO HISTORICAL LEVELS.
Correlation Analysis: ESP has a low correlation with the market (R-squared: 0.17).
Relative Valuation: ESP is trading at its historical mean, suggesting it's fairly valued.
Key Levels & Action Items
Critical Price Levels: SUPPORT AT $53.15 AND $50.54, RESISTANCE AT $76.90.
Breakout/Breakdown Levels: NO IMMEDIATE BREAKOUT OR BREAKDOWN LEVELS IDENTIFIED.
Time-Sensitive Catalysts: NO TIME-SENSITIVE CATALYSTS ARE IDENTIFIED.
Risk Management: A STOP-LOSS LEVEL OF $53.15 COULD SERVE AS RISK MANAGEMENT CONSIDERATION.
Note: This analysis is based on the provided data and should not be used as investment advice without further research and consideration of personal financial goals and risk tolerance.
Generated
News
All ESP news →
ESP Options Activity & IV Rank
Loading options activity...
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
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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
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
Risk Metrics
Beta: 0.8329
Alpha: 31.80%
Correlation: 0.2295
R-Squared: 5.3%
Stock Volatility: 46.4%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own ESP
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $6.2M | #1327 of 3138 | -10.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $36K | #3516 of 4729 | +0.4% | 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
ESP Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
ESP Insider Trading (Form 4)
Latest: 2026-09-28Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-28 | Paul J Corr | Director | Sell (S) | −211 | $64.19 | -$13.5K | EDGAR |
| 2026-09-28 | Paul J Corr | Director | Mixed | +211 | $38.58 | -$105.0K | EDGAR |
| 2026-09-11 | Jennifer Michele Pickering | CHRO & Corporate Secretary | Exer (M) | +2,500 | $21.50 | $53.8K | EDGAR |
| 2026-08-06 | Michael W Wool | Director | Gift (G) | −2,000 | — | EDGAR | |
| 2026-08-06 | Michael W Wool | Director | Gift (G) | −2,000 | — | EDGAR | |
| 2026-08-05 | Michael W Wool | Director | Gift (G) | −100 | $8.98 | -$898 | EDGAR |
| 2026-06-26 | Carl Helmetag | Director | Sell (S) | −1,000 | $63.66 | -$63.7K | EDGAR |
| 2026-06-25 | Paul J Corr | Director | Mixed | — | $41.97 | -$122.0K | EDGAR |
| 2026-06-23 | Jennifer Michele Pickering | CHRO & Corporate Secretary | Mixed | — | $43.73 | -$96.3K | EDGAR |
| 2026-06-23 | David A Oneil | President & CEO | Sell (S) | −2,500 | $67.71 | -$169.3K | EDGAR |
| 2026-06-23 | Michael W Wool | Director | Gift (G) | −1,500 | $10.34 | -$15.5K | EDGAR |
| 2026-05-28 | Michael W Wool | Director | Exer (M) | +2,150 | $20.50 | $44.1K | EDGAR |
| 2026-05-21 | Carl Helmetag | Director | Exer (M) | +2,000 | $21.75 | $43.5K | EDGAR |
| 2026-05-19 | Paul J Corr | Director | Sell (S) | −293 | $67.06 | -$19.6K | EDGAR |
| 2026-05-19 | Paul J Corr | Director | Mixed | +293 | $41.99 | -$97.3K | 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.
ESP Insider Holdings
5 insiders · @ $51.75
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 | David A Oneil | President & CEO | 29,294 | $1.52M | -$1.64M | 45 | 2026-06-23 |
| 2 | Carl Helmetag | Director | 25,641 | $1.33M | -$41.8K | 46 | 2026-06-26 |
| 3 | Paul J Corr | Director | 21,946 | $1.14M | -$815.3K | 39 | 2026-09-28 |
| 4 | Michael W Wool | Director | 19,792 | $1.02M | -$35.1K | 42 | 2026-08-06 |
| 5 | Jennifer Michele Pickering | CHRO & Corporate Secretary | 3,875 | $200.5K | -$157.5K | 3 | 2026-09-11 |
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.
ESP Board & Officers
As of SEC filings through Sep 28, 2026Directors 5
- Carl Helmetag · on file since 2006
- Michael W Wool · on file since May 2006
- Paul J Corr · on file since May 2006
- David A Oneil · listed since Sep 2018
- Nancy Koskey Patzwahl · since Dec 2, 2022
Officers 2
- David A Oneil · President & CEO · listed since Aug 2022
- Jennifer Michele Pickering · CHRO & Corporate Secretary · listed since Jun 2026
Changes in the last 10 years (20)
| Jun 23, 2026 | Jennifer Michele Pickering listed as CHRO & Corporate Secretary (previously Assistant Corporate Secretary) in SEC filings |
| Feb 18, 2025 | Katrina Leonore Sparano reported in an SEC filing no longer being CFO and Treasurer |
| Feb 15, 2025 | Kaitlyn Nicole O'Neil became Treasurer and PFO |
| Dec 9, 2024 | Peggy A Murphy reported in an SEC filing no longer being Corporate Secretary |
| Jun 6, 2024 | Jennifer Michele Pickering became Assistant Corporate Secretary |
| Dec 2, 2022 | Roger Nicholas Sexauer II left the board, per their own SEC filing |
| Dec 2, 2022 | Nancy Koskey Patzwahl became a director |
| Aug 2, 2022 | Katrina Leonore Sparano listed as CFO and Treasurer (previously Asst. Treasurer) in SEC filings |
| Aug 2, 2022 | David A Oneil listed as President & CEO (previously Executive VP/CFO) in SEC filings |
| Dec 31, 2021 | Patrick Thomas Enright Jr. left the board, per their own SEC filing |
| Dec 31, 2021 | Patrick Thomas Enright Jr. left as President and CEO, per their own SEC filing |
| Dec 10, 2021 | Alvin O Sabo left the board, per their own SEC filing |
| Jul 6, 2021 | Peggy A Murphy no longer listed as a 10% owner in SEC filings |
| Dec 2, 2020 | Peggy A Murphy first listed as a 10% owner in an SEC filing |
| Dec 2, 2020 | Howard M Pinsley first listed as a 10% owner in an SEC filing |
| Dec 2, 2020 | Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust first listed as a 10% owner in an SEC filing |
| Dec 6, 2019 | Barry Pinsley left the board, per their own SEC filing |
| Sep 21, 2018 | David A Oneil first listed as a director in an SEC filing |
| Jun 1, 2018 | Roger Nicholas Sexauer II became a director |
| Dec 6, 2016 | David A Oneil listed as Executive VP/CFO (previously Treasurer) in SEC filings |
Not reported recently (3)
- Kaitlyn Nicole O'Neil · Last reported as Treasurer and PFO in an SEC filing dated Feb 19, 2025
- Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust · Last reported as a 10% owner in an SEC filing dated Dec 2, 2020
- Howard M Pinsley · Last reported as a director in an SEC filing dated Dec 2, 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.
ESP Proposed Insider Sales (Form 144)
Latest: 2026-09-24
? Form 144 Guide
Last 30d:
1 filing
· Last 90d:
1 filing
· 1 unique filer
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.
Top 90-day filers:
CORR PAUL J (1)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-24 | CORR PAUL J | Director | 2,300 | — | 2026-09-24 | Fidelity Investments | — | EDGAR |
| 2026-06-24 | HELMETAG CARL | Director | 1,000 | $66.0K | 2026-06-24 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-06-23 | CORR PAUL J | Director | 2,550 | $171.1K | 2026-06-23 | Fidelity Investments | — | EDGAR |
| 2026-06-22 | DAVID A. O'NEIL | Officer | 2,500 | $169.3K | 2026-06-22 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-15 | CORR PAUL J | Director | 2,550 | $181.1K | 2026-05-15 | Fidelity Investments | — | EDGAR |
| 2026-05-14 | Pickering Jennifer Michele | Officer | 2,500 | $174.0K | 2026-05-14 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-19 | MICHAEL W WOOL | Director | 1,000 | $57.9K | 2026-02-19 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-18 | CORR PAUL J | Director | 4,642 | $280.9K | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-13 | ONEIL DAVID A | Director | 8,856 | $451.7K | 2026-02-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-12-12 | HELMETAG CARL | Director | 1,000 | $43.6K | 2025-12-12 | 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. Market-wide feed: Planned sales (Form 144).
ETF Holders
31 ETFs hold ESP
25 shown · $18.48M 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% | $4.4M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $2.9M | $75.1B | 2026-10-20 |
| 3 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $1.6M | — | 2026-10-20 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.6M | — | 2026-09-30 |
| 5 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $1.2M | $13.6B | 2026-10-20 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $992,979 | — | 2026-10-20 |
| 7 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.04% | $910,033 | — | 2026-06-30 |
| 8 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $883,489 | — | 2026-10-20 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $837,024 | — | 2026-09-30 |
| 10 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.00% | $577,022 | $31.4B | 2026-10-20 |
| 11 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.20% | $540,685 | $264.8M | 2026-10-20 |
| 12 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $418,941 | — | 2026-10-20 |
| 13 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.03% | $381,432 | $1.2B | 2026-10-20 |
| 14 | EHLS Even Herd Long Short ETF | Nport | 0.46% | $279,772 | — | 2026-06-30 |
| 15 | AIMS Acuitas Small Cap Active ETF | Nport | 0.23% | $214,914 | — | 2026-06-30 |
| 16 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $176,517 | $3.1B | 2026-10-20 |
| 17 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.01% | $160,656 | — | 2026-09-30 |
| 18 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $101,498 | — | 2026-10-20 |
| 19 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $90,043 | — | 2026-10-20 |
| 20 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.00% | $89,031 | $15.8B | 2026-10-20 |
| 21 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $61,982 | — | 2026-10-21 |
| 22 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $58,608 | $21.4B | 2026-10-20 |
| 23 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.00% | $20,673 | — | 2026-10-20 |
| 24 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $14,443 | — | 2026-09-30 |
| 25 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $10,656 | $2.4B | 2026-10-20 |
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.