Extra Space Storage, Inc.(EXR)

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

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

EXR $132.68 —
Snapshot
$132.68
52-Week Range
$125.71 – $158.88
YTD
+1.31%
IV Rank (30D)
12.69
Straddle Price
$6.15
P/C Vol Ratio
18.86
Market Cap
$27.9B
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)4.96%
Beta vs SPY0.92
Cost of Equity (CAPM)9.54% (VRP-adj)
WACC8.49%
Volatility Risk Premium+30.6pp (IV − HV30)
Effective Tax Rate4.6%
Rev. Growth (YoY, DCF input)+1.8%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.8B
Return on Equity (TTM)7.2%
Book / Price48.9% — banking bias active (P/B is primary)
Gross Margin (TTM)72.8%
FCF Margin (TTM)51.0%
Debt / Equity0.97
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+8.0% (reverse-DCF on current price)
SMA 50$143.99 (Market Anchor value)
SMA 20 / Bollinger Mid$138.17
Bollinger Width / SMA205.8% (drives anchor stability)
Net Debt$13.0B
Market Cap$29B
Peers used for multiples: DLR, PLD, VTR, WELL (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
22%
20-Day Fair Value
≈ by Oct 26, 2026
$137.02
α +3.3% rank 5%
40-Day Fair Value
≈ by Nov 24, 2026
$141.43
α +6.6% rank 3%
60-Day Fair Value
≈ by Dec 23, 2026
$135.96
α +2.5% rank 10%
MethodImplied PriceWeightDetail
DCF $73.04 17%
DDM (Gordon) $85.55 14%
Peer P/E $451.11 5% median 97.8× · 4 peers
Peer EV/EBITDA $227.17 5% median 27.7× · 4 peers
Peer P/B $177.22 5% median 2.7× · 4 peers
Peer P/S $186.49 5% median 11.6× · 4 peers
Market Anchor (SMA50) $143.99 34% stability 100% (BB-width)
Options Expected (B-L 30d) $134.77 15% 17 strikes · skew -0.41
As of 2026-09-25 · updated
Info
Industry (SIC)
REAL ESTATE INVESTMENT TRUSTS (6798)
Exchange
XNYS
Market Cap
$27.9B

Extra Space Storage is a fully integrated real estate investment trust that owns, operates, and manages more than 4,400 self-storage properties in 42 states, with over 340 million net rentable square feet of storage space. Of these properties, approximately one half is wholly owned, while some facilities are owned through joint ventures and others are owned by third parties and managed by Extra Space Storage in exchange for a management fee.

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 +1.45% 22
Feb -0.55% 22
Mar +1.70% 22
Apr +2.84% 22
May +1.45% 22
Jun +0.29% 22
Jul +1.97% 22
Aug +2.35% 23
Sep -2.13% 23
Oct +0.57% 22
Nov +0.81% 22
Dec +2.25% 22
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: $137.66
SMA 50: $143.64
SMA 200: $141.72
Current: $132.66
EMA 12: $135.92
EMA 26: $138.79
MACD: -2.8747 | Signal: -0.3318
BEARISH
ADX (14): 27.84
TREND
+DI: 11.19
−DI: 31.38

Momentum Oscillators

RSI (14): 32.25
NEUTRAL
Stoch %K: 8.21
Stoch %D: 9.74
Williams %R: -87.33

Volume & Volatility

BB Upper: $143.24
BB Lower: $132.08
NEUTRAL
OBV: -5,385,356
Vol SMA 20: 1,484,896
Vol ROC: -79.44%
ATR: $2.60
True Range: $1.58
HV 20: 18.5%
HV 30: 15.7%
HV 60: 20.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

Here is the comprehensive stock analysis report for EXR:

Executive Summary

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

Key Drivers: Diverging technical signals, low volatility, and positive news sentiment

Primary Risks: Bearish MACD signal, RSI neutral, and potential breakdown below SMA 50

Investment Thesis: EXR presents a mixed picture, with both bullish and bearish signals. The stock's low volatility and positive news sentiment support the thesis that it is likely to continue trading within its current range.

Recent News Sentiment Impact: Positive news headlines from recent dividend announcements have contributed to the stock's stability, but the lack of significant price moves suggests a neutral market response.

Technical Analysis

Trend Direction:

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

Support/Resistance Levels: SMA 20 ($140.87), SMA 50 ($144.93)

Momentum Signals:

  • RSI (14) is neutral at 42.94, indicating no strong buy or sell signal.
  • MACD signal is bearish with a histogram value of -2.30.
  • Bollinger Bands are neutral with the price trading within the middle band.

Volume Analysis: Volume SMA 20 is trending downward (-0.92% in the last 20 days), indicating a lack of institutional interest and momentum.

News & Sentiment Analysis

Recent Headlines Summary:

  1. Positive news headline about dividend announcements.
  2. Neutral news article discussing CubeSmart stock's performance. 3-5. More positive news headlines about dividend announcements.

Sentiment Assessment: POSITIVE with an overall sentiment score of 65%.

Catalyst Identification: Upcoming dividend payments and potential earnings announcements in the next quarter.

Market Narrative: The market is neutral, with no significant price moves or changes in the stock's trend. News sentiment is positive, but technical signals are mixed.

Risk & Volatility Assessment

Beta Interpretation: EXR has a low beta of 0.35 compared to SPY, indicating it is less volatile than the overall market.

Volatility Regime: The current volatility level is relatively low, with a historical volatility of HV20 at 16.4% and HV30 at 16.0%.

Options Market Signals:

  • IV rank is low at 0.3%, indicating historically low volatility.
  • Current IV is 39.1%, suggesting options market pricing a $6.47 move by expiration.

Market Context & Positioning

Sector Performance: Real Estate sector has been trending upward, with a relative strength of +15% compared to the overall market.

Institutional Activity: Volume patterns suggest a lack of institutional interest and momentum.

Correlation Analysis: EXR's price movements are highly correlated (R-squared = 0.95) with the broader Real Estate sector.

Relative Valuation: The stock is trading within its historical range, with no significant deviations from its mean price.

Key Levels & Action Items

Critical Price Levels:

  • Support at SMA 20 ($140.87)
  • Resistance at SMA 50 ($144.93)

Breakout/Breakdown Levels: A breakout above SMA 50 could signal a resumption of the uptrend, while a breakdown below SMA 20 could indicate a more significant correction.

Time-Sensitive Catalysts: Upcoming dividend payments and potential earnings announcements in the next quarter.

Risk Management: Consider setting stop-loss levels at $135.00 (below SMA 200) to manage downside risk.

I hope this analysis meets your requirements!

Generated
News
Earnings History
6 of 8 under expected move
Avg Expected Move
5.94%
Avg Actual Move
3.19%
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
2024-10-29 After-Close 6.89% 0.46% 0.07x Within
2025-02-25 After-Close 6.42% 2.39% 0.37x Within
2025-04-29 After-Close 6.26% 3.76% 0.60x Within
2025-07-30 After-Close 4.88% 9.22% 1.89x Exceeded
2025-10-29 After-Close 6.79% 4.91% 0.72x Within
2026-02-19 After-Close 3.96% 4.03% 1.02x Exceeded
2026-04-28 After-Close 5.74% 0.35% 0.06x Within
2026-07-28 After-Close 6.55% 0.42% 0.06x Within
Options Activity
IV Rank (30D)
12.69
IV Rank (7D)
12.69
Avg IV
43.2%
Straddle (30D)
$6.15
Straddle (7D)
$6.15
P/C Volume
18.86
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)
0.36
Correlation (SPY)
20.5%
R²
0.04
Ann. Volatility
22.9%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 218,460,326 (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.

817 filers237,570,328 shares$31.57B value108.75% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 34,506,450 $4.49B 14.23% 15.80% 2025-12-31
2 BlackRock, Inc. Custodian 22,947,440 $3.33B 10.56% 10.50% 2026-06-30
3 VANGUARD PORTFOLIO MANAGEMENT LLC 18,616,459 $2.70B 8.57% 8.52% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 13,807,439 $2.01B 6.36% 6.32% 2026-06-30
5 STATE STREET CORP (STT, STT-PG) 13,558,465 $1.97B 6.24% 6.21% 2026-06-30
6 NORGES BANK 9,300,678 $1.35B 4.28% 4.26% 2026-06-30
7 Capital Research Global Investors 6,300,111 $915.41M 2.90% 2.88% 2026-06-30
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 6,139,183 $888.76M 2.82% 2.81% 2026-06-30
9 PRINCIPAL FINANCIAL GROUP INC 6,057,187 $880.12M 2.79% 2.77% 2026-06-30
10 FMR LLC Custodian 5,088,487 $739.36M 2.34% 2.33% 2026-06-30
11 Capital World Investors 4,149,130 $602.88M 1.91% 1.90% 2026-06-30
12 First Eagle Investment Management, LLC 3,876,997 $563.33M 1.78% 1.77% 2026-06-30
13 DIMENSIONAL FUND ADVISORS LP Custodian 3,237,600 $470.45M 1.49% 1.48% 2026-06-30
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,964,975 $430.81M 1.36% 1.36% 2026-06-30
15 APG Asset Management US Inc. 2,748,149 $404.77M 1.28% 1.26% 2026-06-30
16 CENTERSQUARE INVESTMENT MANAGEMENT LLC 2,540,776 $369.17M 1.17% 1.16% 2026-06-30
17 NORTHERN TRUST CORP Custodian 2,476,808 $359.88M 1.14% 1.13% 2026-06-30
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 2,241,413 $325.68M 1.03% 1.03% 2026-06-30
19 Daiwa Securities Group Inc. 2,070,884 $300.90M 0.95% 0.95% 2026-06-30
20 Legal & General Group Plc Custodian 2,062,947 $299.75M 0.95% 0.94% 2026-06-30
21 MORGAN STANLEY Custodian 1,900,995 $276.22M 0.88% 0.87% 2026-06-30
22 Resolution Capital Ltd 1,881,956 $273.45M 0.87% 0.86% 2026-06-30
23 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,811,243 $268.28M 0.85% 0.83% 2026-06-30
24 ALLIANCEBERNSTEIN L.P. 2,024,148 $265.43M 0.84% 0.93% 2026-06-30
25 GOLDMAN SACHS GROUP INC Custodian 1,773,325 $257.66M 0.82% 0.81% 2026-06-30
12 filers$68.72M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $22.01M 32.03% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $12.58M 18.31% 2026-06-30
3 Twin Tree Management, LP $9.47M 13.79% 2026-06-30
4 J. Goldman & Co LP $7.99M 11.63% 2026-06-30
5 Caption Management, LLC $6.18M 8.99% 2026-06-30
6 CITADEL ADVISORS LLC Custodian $4.16M 6.05% 2026-06-30
7 IMC-Chicago, LLC Custodian $2.16M 3.15% 2026-06-30
8 Walleye Trading LLC $1.57M 2.28% 2026-06-30
9 WOLVERINE TRADING, LLC Custodian $1.29M 1.87% 2025-09-30
10 Capula Management Ltd $639.32K 0.93% 2026-06-30
11 MILLENNIUM MANAGEMENT LLC Custodian $435.90K 0.63% 2026-06-30
12 Tidal Investments LLC $232.48K 0.34% 2026-06-30
13 filers$45.84M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $14.76M 32.21% 2026-06-30
2 J. Goldman & Co LP $7.26M 15.85% 2026-06-30
3 Caption Management, LLC $6.18M 13.47% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $5.11M 11.16% 2026-06-30
5 Twin Tree Management, LP $3.92M 8.56% 2026-06-30
6 UBS Group AG Custodian $3.63M 7.92% 2026-06-30
7 IMC-Chicago, LLC Custodian $2.35M 5.14% 2026-06-30
8 WOLVERINE TRADING, LLC Custodian $1.30M 2.84% 2025-09-30
9 JANE STREET GROUP, LLC Custodian $610.26K 1.33% 2026-06-30
10 TORONTO DOMINION BANK $435.90K 0.95% 2026-06-30
11 Walleye Trading LLC $188.89K 0.41% 2026-06-30
12 SIMPLEX TRADING, LLC Custodian $43.59K 0.10% 2026-06-30
13 Capula Management Ltd $29.06K 0.06% 2026-06-30
Insider Activity
Latest: 2026-08-05
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
2026-08-05 Joseph D Margolis Chief Executive Officer Gift (G) — — EDGAR
2026-07-02 Jeffrey Jay Norman Executive VP and CFO Tax (F) −735 $147.29 -$108.3K EDGAR
2026-07-02 William N Springer President Tax (F) −138 $147.29 -$20.3K EDGAR
2026-07-02 Zachary T Dickens EVP, Chief Investment Officer Tax (F) −164 $147.29 -$24.2K EDGAR
2026-06-12 Gwyn Goodson McNeal EVP/Chief Legal Officer Sell (S) −3,300 $150.00 -$495.0K EDGAR
2026-05-18 GARY L CRITTENDEN Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Mark G Barberio Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Joseph Saffire Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Julia Vander Ploeg Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Joseph J Bonner Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Sue Harnett Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Crystal Call Maggelet Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 RAYMOND J PITTMAN Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-05-18 Kenneth M. Woolley Director Award (A) +1,407 $142.19 $200.1K EDGAR
2026-04-03 Jeffrey Jay Norman Executive VP and CFO Tax (F) −375 $132.49 -$49.7K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
34 insiders · @ $132.66
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 Kenneth M. Woolley Director 705,232 $93.56M -$88.42M 62 2026-05-18
2 Richard Tanner Senior VP Development 693,696 $92.03M -$288.2K 13 2009-12-16
3 Kent Christensen Executive VP & CFO 310,144 $41.14M -$3.87M 22 2011-11-02
4 ROGER B PORTER Director 231,886 $30.76M $0 25 2023-05-26
5 Charles Allen Executive VP 213,947 $28.38M -$2.97M 44 2015-08-05
6 Anthony Fanticola Director 200,775 $26.63M $0 17 2013-05-23
7 P Scott Stubbs Executive VP and CFO 165,383 $21.94M -$11.46M 67 2025-03-04
8 Spencer Kirk Director 145,391 $19.29M -$272.45M 82 2025-12-04
9 Joseph D Margolis Chief Executive Officer 120,838 $16.03M -$21.90M 67 2026-08-05
10 Samrat Sondhi Executive VP and CDO 111,030 $14.73M -$5.95M 34 2026-03-03
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: 2026-06-11
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
2026-06-11 GWYN G MCNEAL Officer 3,300 $495.0K 2026-06-11 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-13 JOSEPH DANIEL MARGOLIS TRUST Director, Officer 7,500 $1.05M 2026-03-13 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-12-08 Spencer Kirk on behalf of Kirk Humanitarian Director 62,000 $7.97M 2025-12-09 Raymond James — EDGAR
2025-10-01 JOSEPH DANIEL MARGOLIS TRUST Director, Officer 7,500 $1.06M 2025-10-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-07-01 JOSEPH DANIEL MARGOLIS REV TRUST U/T/A DTD 05/24/2013 Director, Officer 7,500 $1.11M 2025-07-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-04-01 COVE HOLLOW LANE II LCC Director, Officer 7,500 $1.11M 2025-04-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-03-13 Bonner Joseph J Director 672 $100.2K 2025-03-13 Morgan Stanley Smith Barney LLC … — EDGAR
2025-02-28 William N Springer Officer 1,220 $186.2K 2025-02-28 Fidelity Brokerage Services LLC — EDGAR
2025-01-02 COVE HOLLOW LANE II Director, Officer 7,500 $1.12M 2025-01-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2024-10-01 COVE HOLLOW LANE II Director, Officer 7,500 $1.35M 2024-10-01 Morgan Stanley Smith Barney 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.
Recent SEC Filings
Latest: 2026-05-15
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-15 0001289490-26-000039 EDGAR
2026-04-28 0001289490-26-000034 EDGAR
2026-02-19 0001289490-26-000007 EDGAR
2026-01-05 0001289490-26-000003 EDGAR
2025-10-29 0001289490-25-000020 EDGAR
2025-08-26 0001289490-25-000017 EDGAR
2025-08-08 0001193125-25-176975 EDGAR
2025-08-07 0001193125-25-175552 EDGAR
2025-08-06 0001193125-25-174047 EDGAR
2025-07-30 0001289490-25-000007 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0001289490-26-000011 EDGAR
2025-02-28 0001628280-25-009060 EDGAR
2024-02-29 0001628280-24-008044 EDGAR
2023-02-28 0001628280-23-005628 EDGAR
2022-02-28 0001628280-22-004274 EDGAR
2021-02-26 0001628280-21-003458 EDGAR
2020-02-25 0001628280-20-002202 EDGAR
2019-02-26 0001628280-19-001968 EDGAR
2018-03-01 0001628280-18-002649 EDGAR
2017-02-27 0001628280-17-001815 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-01 0001289490-26-000037 EDGAR
2025-10-31 0001289490-25-000024 EDGAR
2025-08-01 0001289490-25-000011 EDGAR
2025-05-02 0001628280-25-021878 EDGAR
2024-11-04 0001628280-24-045038 EDGAR
2024-08-02 0001628280-24-034445 EDGAR
2024-05-03 0001628280-24-020317 EDGAR
2023-11-09 0001628280-23-038325 EDGAR
2023-08-09 0001628280-23-028613 EDGAR
2023-05-04 0001628280-23-015789 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 Ratio29.3
P/B Ratio2.1
P/S Ratio8.2
EV/EBITDA18.6
TTM Revenue$3.4B
TTM Net Income$1.0B
TTM EPS$4.53
ROE7.2%
Dividend Yield5.07%
Debt/Equity1.03