Expeditors International of Washington, Inc.(EXPD)

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

EXPD iron condor setups EXPD expected move EXPD IV rank history EXPD Fibonacci levels EXPD 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.

EXPD $190.94 —
Snapshot
$190.94
Pre-market $190.94 +0.00%
52-Week Range
$112.94 – $194.59
YTD
+25.73%
IV Rank (30D)
6.41
Straddle Price
$8.25
P/C Vol Ratio
0.01
Market Cap
$24.8B
Fair Value
MODEL: LONG

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)5.00%
Beta vs SPY0.91
Cost of Equity (CAPM)9.57% (VRP-adj)
WACC9.56%
Volatility Risk Premium+18.0pp (IV − HV30)
Effective Tax Rate24.8%
Rev. Growth (YoY, DCF input)+21.0%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.9B
Return on Equity (TTM)43.4%
Book / Price8.4%
Gross Margin (TTM)32.7%
FCF Margin (TTM)7.7%
Debt / Equity0.00
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+11.9% (reverse-DCF on current price)
SMA 50$182.42 (Market Anchor value)
SMA 20 / Bollinger Mid$189.21
Bollinger Width / SMA202.5% (drives anchor stability)
Net Debt$-1.0B
Market Cap$25B
Peers used for multiples: CHRW, CSX, FDX, JBHT, NSC, ODFL, UNP, UPS
Model Conviction
28%
20-Day Fair Value
≈ by Oct 19, 2026
$199.21
α +4.3% rank 30%
40-Day Fair Value
≈ by Nov 17, 2026
$210.97
α +10.5% rank 34%
60-Day Fair Value
≈ by Dec 16, 2026
$196.25
α +2.8% rank 36%
MethodImplied PriceWeightDetail
DCF $328.82 19%
DDM (Gordon) $36.28 0%
Peer P/E $206.15 9% median 27.3× · 8 peers
Peer EV/EBITDA $164.14 9% median 15.4× · 8 peers
Peer P/B $97.80 2% median 6.2× · 8 peers
Peer P/S $366.38 6% median 3.7× · 8 peers
Market Anchor (SMA50) $182.42 38% stability 100% (BB-width)
Options Expected (B-L 30d) $161.85 18% 19 strikes · skew +1.88
As of 2026-09-18 · updated
Info
Industry (SIC)
ARRANGEMENT OF TRANSPORTATION OF FREIGHT & CARGO (4731)
Exchange
XNYS
Market Cap
$24.8B

Based in the US, Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. Its offers freight consolidation and forwarding, customs brokerage, warehousing and distribution, purchase order management, vendor consolidation, and numerous other value-added logistics services. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locati…

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
MonthAvg ReturnYears of Data
Jan -0.78% 23
Feb -0.84% 23
Mar +1.52% 23
Apr +1.43% 23
May +3.45% 23
Jun -1.82% 23
Jul +1.09% 23
Aug -1.02% 23
Sep +1.40% 24
Oct +1.52% 23
Nov +3.27% 23
Dec -0.98% 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: $189.44
SMA 50: $182.83
SMA 200: $160.82
Current: $190.94
EMA 12: $189.94
EMA 26: $187.50
MACD: 2.4349 | Signal: -0.3939
BULLISH
ADX (14): 21.70
WEAK TREND
+DI: 19.52
−DI: 20.15

Momentum Oscillators

RSI (14): 58.12
NEUTRAL
Stoch %K: 52.39
Stoch %D: 64.48
Williams %R: -35.44

Volume & Volatility

BB Upper: $193.74
BB Lower: $185.13
NEUTRAL
OBV: 38,492,607
Vol SMA 20: 899,573
Vol ROC: 218.13%
ATR: $3.68
True Range: $4.30
HV 20: 16.0%
HV 30: 18.7%
HV 60: 24.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-20T00:00:00 – 2026-09-18T00:00:00
AI Analysis

Here is my analysis report:

Executive Summary

Overall Assessment: NEUTRAL (confidence level: 6/10)

Key Drivers: Earnings report, ocean freight market trends, and industry outlook reports.

Primary Risks: Revenue declines, margin pressure, and potential earnings misses.

2-3 sentence investment thesis: Expeditors' stock price is likely to be range-bound in the near term due to mixed signals from technical indicators and recent news headlines. The company's revenue decline and ocean freight market trends may weigh on its stock performance, while industry outlook reports could provide some support. A potential earnings miss or surprise could trigger significant movements.

Recent News Sentiment Impact: The overall sentiment is NEUTRAL, with one NEGATIVE headline and four NEUTRAL headlines. However, the NEGATIVE headline about revenue declines could have a greater impact on the stock price.

Technical Analysis

Trend Direction:

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

Support/Resistance Levels: $152.76 (SMA 20), $148.08 (SMA 50), and $140.63 (SMA 200)

Momentum Signals:

  • RSI interpretation: Neutral (61.78)
  • MACD signal: Bullish (2.88 / Signal: 0.42 / Histogram: 2.47)
  • Bollinger Bands position: Squeeze

Volume Analysis:

  • Volume SMA 20: 1118432.95
  • On-Balance Volume (OBV): 21118701.32
  • Volume Rate of Change: 19.69%

News & Sentiment Analysis

Recent Headlines Summary: The news headlines are generally NEUTRAL, with one NEGATIVE headline about revenue declines and four NEUTRAL headlines discussing industry outlook reports.

Sentiment Assessment: Neutral (4 positive, 2 negative)

Catalyst Identification: Earnings report, ocean freight market trends, and industry outlook reports

Market Narrative: The news headlines and technical signals are generally in alignment, with the exception of the NEGATIVE headline about revenue declines. This could potentially weigh on the stock price.

Risk & Volatility Assessment

Risk Assessment:

  • Beta: 0.59 (vs SPY) - low risk
  • Alpha: 0.23 - moderate alpha
  • Correlation: 0.23 - low correlation
  • Stock Volatility: 0.30 - low volatility

Options Market Signals:

  • IV Rank: 12.2% (Low)
  • Current IV: 44.0%
  • Expected Move: $9.60 (27 DTE), 7-DTE: $9.60
  • Volume Flow: 54 calls vs 17 puts
  • Open Interest: 804 calls vs 286 puts
  • Put/Call Volume Ratio: 0.32 (Bullish sentiment)
  • Put/Call OI Ratio: 0.36

Downside Protection:

  • Support levels: $152.76 (SMA 20), $148.08 (SMA 50), and $140.63 (SMA 200)

Market Context & Positioning

Market Performance:

  • Sector performance: NEUTRAL
  • Institutional activity: NEUTRAL

Relative Valuation: Expeditors is positioned within a trading range, with no clear upside or downside momentum.

Key Levels & Action Items

Critical Price Levels:

  • Support levels: $152.76 (SMA 20), $148.08 (SMA 50), and $140.63 (SMA 200)
  • Resistance levels: Not applicable

Breakout/Breakdown Levels:

  • Potential breakdown level: $140.63 (SMA 200)

Time-Sensitive Catalysts:

  • Earnings report
  • Ocean freight market trends
  • Industry outlook reports

Risk Management:

  • Stop-loss levels: Not applicable
  • Position sizing considerations: Not applicable
Generated
Earnings History
7 of 8 under expected move
Avg Expected Move
5.58%
Avg Actual Move
4.57%
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
2024-11-05 After-Close 4.18% 2.14% 0.51x Within
2025-02-18 unknown 2.37% 1.49% 0.63x Within
2025-05-06 Pre-Market 6.19% 5.03% 0.81x Within
2025-08-05 Pre-Market 4.81% 0.50% 0.10x Within
2025-11-04 After-Close 4.65% 3.52% 0.76x Within
2026-02-24 Pre-Market 8.41% 7.66% 0.91x Within
2026-05-05 Pre-Market 6.28% 9.81% 1.56x Exceeded
2026-08-04 Pre-Market 7.71% 6.38% 0.83x Within
Options Activity
IV Rank (30D)
6.41
IV Rank (7D)
100
Avg IV
33.6%
Straddle (30D)
$8.25
Straddle (7D)
$1.77
P/C Volume
0.01
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.50
Correlation (SPY)
20.9%
R²
0.04
Ann. Volatility
31.0%
SPY Volatility
12.9%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 134,245,500 (as of 2026-06-30)

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.

981 filers139,207,612 shares$21.77B value103.70% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 16,593,554 $2.47B 11.36% 12.36% 2025-12-31
2 BlackRock, Inc. Custodian 13,456,209 $2.19B 10.08% 10.02% 2026-06-30
3 VANGUARD CAPITAL MANAGEMENT LLC 8,548,852 $1.39B 6.40% 6.37% 2026-06-30
4 STATE STREET CORP 7,335,241 $1.20B 5.49% 5.46% 2026-06-30
5 VANGUARD PORTFOLIO MANAGEMENT LLC 6,624,219 $1.08B 4.96% 4.93% 2026-06-30
6 LOOMIS SAYLES & CO L P 5,497,102 $895.92M 4.12% 4.09% 2026-06-30
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 3,558,998 $577.76M 2.65% 2.65% 2026-06-30
8 FIL Ltd 3,089,896 $503.59M 2.31% 2.30% 2026-06-30
9 Boston Partners 3,005,837 $490.08M 2.25% 2.24% 2026-06-30
10 BANK OF AMERICA CORP /DE/ Custodian 2,585,934 $421.46M 1.94% 1.93% 2026-06-30
11 MORGAN STANLEY Custodian 2,347,257 $382.56M 1.76% 1.75% 2026-06-30
12 Baird Financial Group, Inc. 2,239,665 $365.02M 1.68% 1.67% 2026-06-30
13 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 2,155,313 $351.27M 1.61% 1.61% 2026-06-30
14 First Eagle Investment Management, LLC 2,020,988 $329.38M 1.51% 1.51% 2026-06-30
15 NORTHERN TRUST CORP Custodian 1,810,862 $295.13M 1.36% 1.35% 2026-06-30
16 DIMENSIONAL FUND ADVISORS LP Custodian 1,576,327 $256.90M 1.18% 1.17% 2026-06-30
17 MARSHFIELD ASSOCIATES 1,553,964 $253.27M 1.16% 1.16% 2026-06-30
18 FMR LLC Custodian 1,547,327 $252.18M 1.16% 1.15% 2026-06-30
19 ROYAL BANK OF CANADA Custodian 1,368,372 $223.02M 1.02% 1.02% 2026-06-30
20 NORDEA INVESTMENT MANAGEMENT AB 1,224,326 $198.16M 0.91% 0.91% 2026-06-30
21 ENVESTNET ASSET MANAGEMENT INC 1,107,979 $180.58M 0.83% 0.83% 2026-06-30
22 ProShare Advisors LLC 1,087,982 $177.32M 0.81% 0.81% 2026-06-30
23 NORGES BANK 1,052,212 $171.49M 0.79% 0.78% 2026-06-30
24 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1,041,018 $169.67M 0.78% 0.78% 2026-06-30
25 D. E. Shaw & Co., Inc. Custodian 992,983 $161.84M 0.74% 0.74% 2026-06-30
8 filers$31.85M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $10.24M 32.13% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $8.87M 27.84% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $8.74M 27.43% 2026-06-30
4 Walleye Trading LLC $1.71M 5.37% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $1.33M 4.16% 2025-09-30
6 Point72 Asset Management, L.P. $766.01K 2.40% 2026-06-30
7 Schonfeld Strategic Advisors LLC $146.68K 0.46% 2026-06-30
8 Walleye Capital LLC $65.19K 0.20% 2026-06-30
8 filers$20.36M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $14.24M 69.96% 2026-06-30
2 Chapman Investment Management, LLC $3.02M 14.84% 2026-06-30
3 Walleye Trading LLC $1.14M 5.60% 2026-06-30
4 PEAK6 LLC $1.03M 5.04% 2026-06-30
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $684.52K 3.36% 2026-06-30
6 Schonfeld Strategic Advisors LLC $146.68K 0.72% 2026-06-30
7 Point72 Asset Management, L.P. $48.89K 0.24% 2026-06-30
8 Walleye Capital LLC $48.89K 0.24% 2026-06-30
Insider Activity
Latest: 2026-08-20
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
2026-08-20 David A Hackett Senior VP - CFO — — — EDGAR
2026-08-20 Courtney A Hawkins Senior VP - CIO — — — EDGAR
2026-08-07 Diane H. Gulyas Director Gift (G) −1,400 $178.56 -$250.0K EDGAR
2026-08-07 Diane H. Gulyas Director Gift (G) −1,400 $178.56 -$250.0K EDGAR
2026-06-17 Kelly K Blacker President, Global Geographies Award (A) — — EDGAR
2026-06-17 Daniel R Wall President and CEO Award (A) — — EDGAR
2026-06-17 David A Hackett Senior VP - CFO Award (A) — — EDGAR
2026-06-17 Courtney A Hawkins Senior VP - CIO Award (A) — — EDGAR
2026-06-17 Roberto A Martinez President, Global Products Award (A) — — EDGAR
2026-06-17 Jeffrey F Dickerman Senior VP/Gen Counsel/Corp Sec Award (A) — — EDGAR
2026-06-17 Gabe O Schoonover SVP - Global Ent Svc & CSO Award (A) — — EDGAR
2026-06-17 Blake R Bell President Global Business Dev Award (A) — — EDGAR
2026-05-11 Blake R Bell President Global Business Dev Mixed +1,847 $151.24 -$164.1K EDGAR
2026-05-11 Kelly K Blacker President, Global Geographies Mixed +1,847 $151.24 -$164.1K EDGAR
2026-05-11 Jeffrey F Dickerman Senior VP/Gen Counsel/Corp Sec Mixed +468 $151.24 -$46.0K 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
44 insiders · @ $190.94
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 PETER J ROSE Chairman and CEO 1,159,924 $221.48M -$53.16M 39 2011-05-10
2 R JORDAN GATES President and COO 559,179 $106.77M -$14.65M 7 2010-11-22
3 TIMOTHY C BARBER President, Sales & Marketing 495,316 $94.58M -$14.50M 10 2010-11-08
4 JAMES L K WANG President-Asia 462,246 $88.26M -$27.56M 9 2011-08-09
5 ROMMEL C SABER Executive VP-Near/Middle East 391,133 $74.68M -$11.84M 13 2011-05-06
6 Jeffrey S Musser President and CEO 250,658 $47.86M -$37.03M 66 2025-02-25
7 GLENN M ALGER Director 198,238 $37.85M -$48.21M 14 2026-05-07
8 JEAN CLAUDE CARCAILLET Senior VP-Australasia 172,190 $32.88M -$11.87M 7 2010-08-06
9 ROBERT L VILLANUEVA President-The Americas 166,036 $31.70M -$7.90M 10 2011-05-06
10 MICHAEL J MALONE Director 123,341 $23.55M -$3.64M 11 2011-08-04
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: 2026-02-27
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: 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
2026-02-27 Bell Blake R Officer 10,351 $1.49M 2026-02-27 Fidelity Brokerage Services LLC — EDGAR
2026-02-27 Wall Daniel R Officer, Director 6,100 $884.9K 2026-02-27 Fidelity Brokerage Services LLC — EDGAR
2025-11-07 Emmert Mark A Director 5,400 $726.5K 2025-11-07 PNC Wealth Management — EDGAR
2025-11-05 POWELL BRADLEY S Former Officer 12,340 $1.70M 2025-11-05 Fidelity Brokerage Services LLC — EDGAR
2025-11-05 Dickerman Jeffrey F Officer 1,500 $201.3K 2025-11-05 Fidelity Brokerage Services LLC — EDGAR
2025-09-05 Carlile Robert Paul Director 2,500 $303.8K 2025-09-05 Charles Schwab & Co., Inc. — EDGAR
2025-08-14 Emmert Mark A Director 4,110 $494.8K 2025-08-14 PNC Investments — EDGAR
2025-08-07 Dickerman Jeffrey F Officer 1,470 $173.5K 2025-08-07 Fidelity Brokerage Services LLC — EDGAR
2025-08-06 Bell Blake R Officer 18,000 $2.12M 2025-08-06 Fidelity Brokerage Services LLC — EDGAR
2025-05-12 Wall Daniel R Officer, Director 9,996 $1.16M 2025-05-12 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.
Recent SEC Filings
Latest: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-20 0001193125-26-232738 EDGAR
2026-05-06 0001193125-26-209000 EDGAR
2026-05-05 0001193125-26-205511 EDGAR
2026-05-05 0001193125-26-206504 EDGAR
2026-03-23 0001193125-26-119919 EDGAR
2026-02-24 0001193125-26-066101 EDGAR
2026-02-24 0001193125-26-066108 EDGAR
2026-02-19 0001193125-26-059724 EDGAR
2025-11-14 0001193125-25-282956 EDGAR
2025-11-04 0001193125-25-264045 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-25 0001193125-26-071569 EDGAR
2025-02-21 0000950170-25-024750 EDGAR
2024-02-23 0000950170-24-019394 EDGAR
2023-03-01 0000950170-23-005412 EDGAR
2022-03-15 0001564590-22-010381 EDGAR
2021-02-19 0001564590-21-006925 EDGAR
2020-02-21 0001564590-20-005719 EDGAR
2019-02-22 0000746515-19-000004 EDGAR
2018-02-23 0000746515-18-000004 EDGAR
2017-02-23 0000746515-17-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001193125-26-208834 EDGAR
2025-11-06 0001193125-25-268710 EDGAR
2025-08-07 0000746515-25-000007 EDGAR
2025-05-08 0000950170-25-066562 EDGAR
2024-11-05 0000950170-24-121496 EDGAR
2024-08-08 0000950170-24-093558 EDGAR
2024-05-09 0000950170-24-056466 EDGAR
2023-11-08 0000950170-23-061159 EDGAR
2023-08-08 0000950170-23-039847 EDGAR
2023-05-04 0000950170-23-017600 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 Ratio27.8
P/B Ratio11.6
P/S Ratio2.0
EV/EBITDA19.0
TTM Revenue$12.0B
TTM Net Income$0.9B
TTM EPS$6.87
ROE43.4%
Dividend Yield0.86%