EverCommerce Inc. Common Stock(EVCM)

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.

Snapshot
$9.34
After hours $9.31 +0.00%
52-Week Range
$7.66 – $14.41
YTD
-19.13%
IV Rank (30D)
42.68
Straddle Price
$2.23
Market Cap
$1.6B
Fair Value
+50.0% vs price
Confidence: 63% Alpha Score: 1.05

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)10.00% (VRP-adj)
WACC8.89%
Volatility Risk Premium+133.6pp (IV − HV30), ERP adj +50bps
Effective Tax Rate11.2%
Rev. Growth (YoY, DCF input)-0.4%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)4.4%
Book / Price44.6% — banking bias active (P/B is primary)
Gross Margin (TTM)77.5%
FCF Margin (TTM)13.2%
Debt / Equity0.72
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+10.3% (reverse-DCF on current price)
SMA 50$10.47 (Market Anchor value)
SMA 20 / Bollinger Mid$9.43
Bollinger Width / SMA20366.5% (drives anchor stability)
Net Debt$0.4B
Market Cap$2B
Peers used for multiples: CDNS, CRM, CRWD, MSFT, NET, NOW, ORCL, PLTR, SHOP, SNPS (SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$16.45
Current Price
$9.31
Deviation
+50.0%
Forward-Return Rank LONG gates ✓
?
Horizon Expected α z Pred Blended z Rank % Active?
21d -3.4% +0.01 +0.98 79.8%
42d -5.2% +0.07 +1.01 75.8%
63d -5.2% +0.20 +1.08 76.0%
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon). For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference. flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
MethodImplied PriceWeightDetail
DCF $3.66 27%
DDM (Gordon) n/a 0%
Peer P/E $12.85 6% median 71.4× · 8 peers
Peer EV/EBITDA $29.35 8% median 46.7× · 10 peers
Peer P/B $43.92 10% median 11.3× · 10 peers
Peer P/S $36.04 10% median 11.1× · 10 peers
Market Anchor (SMA50) $10.47 38% stability 72% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-06-26 · updated 2026-06-26 20:15:30.871000
Info
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372)
Exchange
XNAS
Market Cap
$1.6B

EverCommerce Inc provides tailored Software-as-a-Service solutions for service-based small- and medium-sized businesses (SMBs) in-home services, health services, and fitness & wellness. The Company served more than 745,000 customers across three core verticals: EverPro for Home Services; EverHealth for Health Services; and EverWell for Wellness Services. Revenue is mostly generated from the United States. Operating in a single segment, their vertically-tailored SaaS offerings cater to SMBs' specialized demands, enabling them to automate processes, generate business, and enhance customer loyalt…

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -0.58% 5
Feb -1.68% 5
Mar +3.24% 5
Apr +3.18% 5
May -3.62% 5
Jun +0.21% 5
Jul +4.84% 5
Aug +0.08% 5
Sep -7.40% 5
Oct -1.47% 5
Nov -12.86% 5
Dec +13.32% 5
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: $9.35
SMA 50: $10.41
SMA 200: $10.92
Current: $9.36
EMA 12: $9.08
EMA 26: $9.51
MACD: -0.4277 | Signal: 0.0478
BEARISH
ADX (14): 27.95
TREND
+DI: 16.48
−DI: 19.90
Momentum Oscillators
RSI (14): 47.22
NEUTRAL
Stoch %K: 37.86
Stoch %D: 23.18
Williams %R: -22.75
Volume & Volatility
BB Upper: $10.79
BB Lower: $7.90
NEUTRAL
OBV: 3,454,531
Vol SMA 20: 159,374
Vol ROC: 34.90%
ATR: $0.58
True Range: $0.91
HV 20: 57.6%
HV 30: 54.6%
HV 60: 58.5%

Data Summary
Data Points: 500
Last Updated: 2026-06-26T19:55:12.115000
Date Range: 2024-06-27T00:00:00 – 2026-06-25T00:00:00
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
8 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-06 Pre-Market 28.86% 3.97% 0.14x Within
2024-11-12 Pre-Market 9.64% 1.72% 0.18x Within
2025-03-13 Pre-Market 20.15% 8.50% 0.42x Within
2025-05-08 Pre-Market 12.85% 1.88% 0.15x Within
2025-08-06 Pre-Market 20.96% 2.50% 0.12x Within
2025-11-06 Pre-Market 80.52% 0.35% 0.00x Within
2026-03-12 Pre-Market 30.24% 1.33% 0.04x Within
2026-05-07 Pre-Market 21.53% 5.71% 0.27x Within
Options Activity
IV Rank (30D)
42.68
IV Rank (7D)
42.68
Avg IV
172.1%
Straddle (30D)
$2.23
Straddle (7D)
$2.23
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:
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)
0.99
Correlation (SPY)
21.7%
0.05
Ann. Volatility
56.7%
SPY Volatility
12.5%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
Diluted shares outstanding: 183,062,450 (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.

88 filers162,748,269 shares$1.86B value88.90% of float
# Filer Shares Value % of Total % of Float Period
1 PSG Equity L.L.C. 85,464,516 $976.86M 52.51% 46.69% 2026-03-31
2 Silver Lake Group, L.L.C. 67,085,136 $766.78M 41.22% 36.65% 2026-03-31
3 Standard Investments LLC 6,115,000 $69.89M 3.76% 3.34% 2026-03-31
4 BlackRock, Inc. Custodian 1,032,046 $11.80M 0.63% 0.56% 2026-03-31
5 GEODE CAPITAL MANAGEMENT, LLC Custodian 571,783 $6.54M 0.35% 0.31% 2026-03-31
6 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 482,754 $5.52M 0.30% 0.26% 2026-03-31
7 VANGUARD GROUP INC Custodian 394,053 $4.77M 0.26% 0.22% 2025-12-31
8 STATE STREET CORP 417,316 $4.77M 0.26% 0.23% 2026-03-31
9 NORTHERN TRUST CORP Custodian 191,596 $2.19M 0.12% 0.10% 2026-03-31
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 145,081 $1.66M 0.09% 0.08% 2026-03-31
11 MORGAN STANLEY Custodian 126,625 $1.53M 0.08% 0.07% 2025-12-31
12 Quantinno Capital Management LP 48,290 $551.96K 0.03% 0.03% 2026-03-31
13 BANK OF AMERICA CORP /DE/ Custodian 47,848 $546.90K 0.03% 0.03% 2026-03-31
14 RAYMOND JAMES FINANCIAL INC Custodian 42,000 $480.06K 0.03% 0.02% 2026-03-31
15 ALLIANCEBERNSTEIN L.P. 37,700 $456.55K 0.02% 0.02% 2026-03-31
16 XTX Topco Ltd 37,945 $433.71K 0.02% 0.02% 2026-03-31
17 ZACKS INVESTMENT MANAGEMENT 37,570 $429.43K 0.02% 0.02% 2026-03-31
18 GOLDMAN SACHS GROUP INC Custodian 37,409 $427.58K 0.02% 0.02% 2026-03-31
19 STATE OF WISCONSIN INVESTMENT BOARD 36,667 $419.10K 0.02% 0.02% 2026-03-31
20 Bank of New York Mellon Corp Custodian 33,332 $380.99K 0.02% 0.02% 2026-03-31
21 Nuveen, LLC Custodian 32,163 $367.62K 0.02% 0.02% 2026-03-31
22 AMERICAN CENTURY COMPANIES INC 27,731 $316.96K 0.02% 0.02% 2026-03-31
23 Cornerstone Investment Partners, LLC 24,056 $274.96K 0.01% 0.01% 2026-03-31
24 UBS Group AG Custodian 23,039 $263.34K 0.01% 0.01% 2026-03-31
25 RHUMBLINE ADVISERS 20,236 $231.29K 0.01% 0.01% 2026-03-31
1 filers$1.14K notional
# Filer Notional Value % of Total Period
1 SIMPLEX TRADING, LLC Custodian $1.14K 100.00% 2026-03-31
2 filers$118.87K notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $117.73K 99.04% 2026-03-31
2 GROUP ONE TRADING LLC Custodian $1.14K 0.96% 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 Amy Guggenheim Shenkan Director Award (A) +22,346 EDGAR
2026-06-23 Penny Rose Baldwin-Leonard Director Award (A) +22,346 EDGAR
2026-06-23 Richard A Simonson Director Award (A) +22,346 EDGAR
2026-06-18 Eric Richard Remer Chief Executive Officer Mixed −4,004,644 $9.05 -$42.0K EDGAR
2026-06-11 Eric Richard Remer Chief Executive Officer Sell (S) −19,200 $9.11 -$174.9K EDGAR
2026-06-08 Ryan H Siurek Chief Financial Officer Tax (F) −8,204 $9.20 -$75.5K EDGAR
2026-06-08 Lisa E Storey Chief Legal Officer Tax (F) −3,003 $9.20 -$27.6K EDGAR
2026-06-08 Eric Richard Remer Chief Executive Officer Tax (F) −27,417 $9.20 -$252.2K EDGAR
2026-06-08 Matthew David Feierstein President Tax (F) −10,302 $9.20 -$94.8K EDGAR
2026-06-03 Lisa E Storey Chief Legal Officer Tax (F) −1,170 $9.43 -$11.0K EDGAR
2026-06-03 Eric Richard Remer Chief Executive Officer Mixed −32,722 $9.91 -$324.3K EDGAR
2026-06-03 Matthew David Feierstein President Mixed −25,325 $10.62 -$268.8K EDGAR
2026-05-28 Eric Richard Remer Chief Executive Officer Sell (S) −19,200 $10.60 -$203.5K EDGAR
2026-05-26 Lisa E Storey Chief Legal Officer Mixed −5,228 $10.46 -$54.7K EDGAR
2026-05-26 Ryan H Siurek Chief Financial Officer Tax (F) −1,397 $10.69 -$14.9K 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
19 insiders · @ $9.36
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 Eric Richard Remer Chief Executive Officer 6,900,270 $64.59M -$20.40M 132 2026-06-18
2 Joseph Osnoss Director 4,358,390 $40.79M $0 1 2021-07-08
3 Matthew David Feierstein President 2,230,627 $20.88M -$6.37M 68 2026-06-08
4 Marc Christopher Thompson Chief Financial Officer 1,243,870 $11.64M -$702.3K 26 2024-09-04
5 Ryan H Siurek Chief Financial Officer 369,436 $3.46M -$232.1K 32 2026-06-08
6 Lisa E Storey Chief Legal Officer 239,598 $2.24M -$1.34M 57 2026-06-08
7 Evan Berlin Chief Operating Officer 238,376 $2.23M -$186.0K 25 2025-01-03
8 Shane Driggers Chief Human Resources Officer 163,478 $1.53M -$248.3K 14 2024-03-06
9 Sarah Michelle Jordan Chief Marketing Officer 161,413 $1.51M -$572.6K 20 2024-03-06
10 Samuel Christopher Alaimo Chief Technology Officer 153,038 $1.43M -$102.0K 12 2023-10-05
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: 2026-06-23
Last 30d: 8 filings · $535K notice value  ·  Last 90d: 30 filings · $3.6M notice value · 2 unique filers · 100% under 10b5-1 plans

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.

Top 90-day filers: Remer Eric Richard (29, $2.4M) · MATTHEW FEIERSTEIN (1, $1.2M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-23 Remer Eric Richard Officer and Director 1,100 $9.7K 2026-06-23 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-16 Remer Eric Richard Officer and Director 4,644 $42.0K 2026-06-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-10 Remer Eric Richard Officer and Director 7,517 $68.8K 2026-06-10 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-09 Remer Eric Richard Officer and Director 11,683 $106.1K 2026-06-09 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-03 Remer Eric Richard Officer and Director 5,658 $54.2K 2026-06-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-02 Remer Eric Richard Officer and Director 13,542 $142.6K 2026-06-02 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-28 Remer Eric Richard Officer and Director 4,500 $48.4K 2026-05-28 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-27 Remer Eric Richard Officer and Director 5,974 $62.9K 2026-05-27 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-26 Remer Eric Richard Officer and Director 8,726 $92.3K 2026-05-26 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-21 Remer Eric Richard Officer and Director 3,210 $32.8K 2026-05-21 Fidelity Brokerage Services LLC 10b5-1 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.

P/E Ratio51.9
P/B Ratio2.2
P/S Ratio2.6
EV/EBITDA15.8
TTM Revenue$0.6B
TTM Net Income$0.0B
TTM EPS$0.18
ROE4.4%
Debt/Equity0.73