Fidelity National Information Services, Inc.(FIS)
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
$38.40
- 52-Week Range
- $37.42 – $82.74
- YTD
- -41.49%
- IV Rank (30D)
- 23.62
- Straddle Price
- $3.30
- P/C Vol Ratio
- 1.76
- Market Cap
- $19.6B
Fair Value
+50.0% vs price
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 SPY | 1.00 |
| Cost of Equity (CAPM) | 10.00% (VRP-adj) |
| WACC | 7.46% |
| Volatility Risk Premium | +21.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 24.0% |
| Rev. Growth (YoY, DCF input) | +26.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $2.0B |
| Return on Equity (TTM) | 16.7% |
| Book / Price | 80.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 36.4% |
| FCF Margin (TTM) | 17.2% |
| Debt / Equity | 1.05 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +0.7% (reverse-DCF on current price) |
| SMA 50 | $43.07 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $39.91 |
| Bollinger Width / SMA20 | 44.7% (drives anchor stability) |
| Net Debt | $16.0B |
| Market Cap | $20B |
Peers used for multiples: COIN, FISV, GPN, PYPL, SOFI, XYZ
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$112.12
Current Price
$38.57
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $338.27 | 18% | |
| DDM (Gordon) | $35.28 | 14% | |
| Peer P/E | $218.05 | 8% | median 38.5× · 5 peers |
| Peer EV/EBITDA | $69.49 | 8% | median 11.9× · 5 peers |
| Peer P/B | $59.94 | 2% | median 2.0× · 6 peers |
| Peer P/S | $47.08 | 5% | median 2.0× · 6 peers |
| Market Anchor (SMA50) | $43.07 | 26% | stability 72% (BB-width) |
| Options Expected (B-L 30d) | $42.59 | 18% | 27 strikes · skew +0.23 |
As of 2026-06-26 · updated 2026-06-26 20:59:30.580000
Info
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389)
- Exchange
- XNYS
- Market Cap
- $19.6B
Fidelity National Information Services provides core processing and ancillary services to banks, but its business has expanded over time. By acquiring SunGard in 2015, the company now provides record-keeping and other services to investment firms. In a recent deal with Global Payments, FIS sold off its remaining interest in Worldpay and acquired Global Payment's issuer processing business.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.85% | 20 |
| Feb | +0.01% | 21 |
| Mar | +0.21% | 21 |
| Apr | +2.54% | 21 |
| May | +2.96% | 21 |
| Jun | -2.13% | 21 |
| Jul | +0.74% | 20 |
| Aug | -0.20% | 20 |
| Sep | -3.29% | 20 |
| Oct | -1.03% | 20 |
| Nov | +1.64% | 20 |
| Dec | -0.42% | 20 |
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: $39.73
SMA 50: $42.87
SMA 200: $55.45
Current: $38.57
EMA 12: $38.84
EMA 26: $40.21
MACD: -1.3796 | Signal: 0.0736
BEARISH
ADX (14): 29.16
TREND
+DI: 15.41
−DI: 24.80
Momentum Oscillators
RSI (14): 40.28
NEUTRAL
Stoch %K: 22.67
Stoch %D: 17.21
Williams %R: -65.77
Volume & Volatility
BB Upper: $43.17
BB Lower: $36.28
NEUTRAL
OBV: -111,967,915
Vol SMA 20: 7,219,047
Vol ROC: 5.89%
ATR: $1.32
True Range: $0.96
HV 20: 31.8%
HV 30: 31.3%
HV 60: 38.2%
Data Summary
Data Points: 500
Last Updated: 2026-06-26T21:15:07.477000
Date Range: 2024-06-28T00:00:00 – 2026-06-26T00:00:00
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
5 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-06 | Pre-Market | 7.07% | 4.67% | 0.66x | Within |
| 2024-11-04 | Pre-Market | 5.48% | 0.40% | 0.07x | Within |
| 2025-02-11 | Pre-Market | 5.44% | 11.49% | 2.11x | Exceeded |
| 2025-05-06 | Pre-Market | 5.56% | 2.75% | 0.49x | Within |
| 2025-08-05 | Pre-Market | 6.33% | 8.54% | 1.35x | Exceeded |
| 2025-11-05 | Pre-Market | 6.85% | 2.53% | 0.37x | Within |
| 2026-02-24 | Pre-Market | 7.88% | 1.73% | 0.22x | Within |
| 2026-05-08 | Pre-Market | 6.10% | 7.62% | 1.25x | Exceeded |
Options Activity
- IV Rank (30D)
- 23.62
- IV Rank (7D)
- 100
- Avg IV
- 54.9%
- Straddle (30D)
- $3.30
- Straddle (7D)
- $1.62
- P/C Volume
- 1.76
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
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
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
- Beta (1Y vs SPY)
- 0.53
- Correlation (SPY)
- 21.7%
- R²
- 0.05
- Ann. Volatility
- 30.6%
- SPY Volatility
- 12.5%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 522,500,000 (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.
20 filers$82.97M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $23.38M | 28.18% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $18.06M | 21.76% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $9.57M | 11.54% | 2026-03-31 |
| 4 | GROUP ONE TRADING LLC Custodian | $6.09M | 7.34% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $5.46M | 6.58% | 2025-09-30 |
| 6 | Cubist Systematic Strategies, LLC | $4.16M | 5.01% | 2025-09-30 |
| 7 | JANE STREET GROUP, LLC Custodian | $3.58M | 4.32% | 2026-03-31 |
| 8 | Walleye Capital LLC | $2.27M | 2.74% | 2026-03-31 |
| 9 | Point72 Asset Management, L.P. | $2.10M | 2.53% | 2026-03-31 |
| 10 | CAPITAL FUND MANAGEMENT S.A. | $1.81M | 2.18% | 2026-03-31 |
| 11 | Walleye Trading LLC | $1.46M | 1.76% | 2026-03-31 |
| 12 | PEAK6 LLC | $1.44M | 1.74% | 2026-03-31 |
| 13 | SIMPLEX TRADING, LLC Custodian | $1.41M | 1.70% | 2026-03-31 |
| 14 | Volterra Technologies LP | $506.63K | 0.61% | 2026-03-31 |
| 15 | BNP PARIBAS FINANCIAL MARKETS Custodian | $469.10K | 0.57% | 2026-03-31 |
| 16 | CITIGROUP INC Custodian | $375.28K | 0.45% | 2026-03-31 |
| 17 | TUDOR INVESTMENT CORP ET AL | $356.52K | 0.43% | 2026-03-31 |
| 18 | Squarepoint Ops LLC | $356.52K | 0.43% | 2026-03-31 |
| 19 | Point72 (DIFC) Ltd | $79.13K | 0.10% | 2025-09-30 |
| 20 | MARSHALL WACE, LLP Custodian | $18.76K | 0.02% | 2026-03-31 |
27 filers$48.15M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $9.37M | 19.45% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $8.42M | 17.49% | 2026-03-31 |
| 3 | WOLVERINE TRADING, LLC Custodian | $5.14M | 10.68% | 2025-09-30 |
| 4 | IMC-Chicago, LLC Custodian | $3.64M | 7.55% | 2026-03-31 |
| 5 | Cubist Systematic Strategies, LLC | $3.24M | 6.72% | 2025-09-30 |
| 6 | Walleye Trading LLC | $2.62M | 5.45% | 2026-03-31 |
| 7 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.59M | 3.30% | 2026-03-31 |
| 8 | GROUP ONE TRADING LLC Custodian | $1.57M | 3.25% | 2026-03-31 |
| 9 | UBS Group AG Custodian | $1.49M | 3.10% | 2026-03-31 |
| 10 | Walleye Capital LLC | $1.47M | 3.06% | 2026-03-31 |
| 11 | JANE STREET GROUP, LLC Custodian | $1.29M | 2.68% | 2026-03-31 |
| 12 | CAPITAL FUND MANAGEMENT S.A. | $1.23M | 2.55% | 2026-03-31 |
| 13 | Point72 Asset Management, L.P. | $1.13M | 2.34% | 2026-03-31 |
| 14 | PEAK6 LLC | $881.91K | 1.83% | 2026-03-31 |
| 15 | BNP PARIBAS FINANCIAL MARKETS Custodian | $703.65K | 1.46% | 2026-03-31 |
| 16 | TUDOR INVESTMENT CORP ET AL | $694.27K | 1.44% | 2026-03-31 |
| 17 | SIMPLEX TRADING, LLC Custodian | $689.58K | 1.43% | 2026-03-31 |
| 18 | CITIGROUP INC Custodian | $562.92K | 1.17% | 2026-03-31 |
| 19 | Volterra Technologies LP | $558.23K | 1.16% | 2026-03-31 |
| 20 | MILLENNIUM MANAGEMENT LLC Custodian | $516.01K | 1.07% | 2026-03-31 |
| 21 | D. E. Shaw & Co., Inc. Custodian | $361.21K | 0.75% | 2026-03-31 |
| 22 | SIG BROKERAGE, LP | $351.82K | 0.73% | 2026-03-31 |
| 23 | TWO SIGMA INVESTMENTS, LP | $328.37K | 0.68% | 2026-03-31 |
| 24 | Squarepoint Ops LLC | $225.17K | 0.47% | 2026-03-31 |
| 25 | ROYAL BANK OF CANADA Custodian | $56.00K | 0.12% | 2026-03-31 |
Insider Activity
Latest: 2026-06-17
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-17 | Gary L Lauer | Director | Grant (A) | +5,485 RSU | — | EDGAR | |
| 2026-06-17 | Anil Chakravarthy | Director | Award (A) | +5,485 | — | EDGAR | |
| 2026-06-17 | Jeffrey A Goldstein | Director | Grant (A) | +8,036 RSU | — | EDGAR | |
| 2026-06-17 | KENNETH T LAMNECK | Director | Award (A) | +5,485 | — | EDGAR | |
| 2026-06-17 | Kourtney Gibson | Director | Grant (A) | +5,485 RSU | — | EDGAR | |
| 2026-06-17 | Lisa Hook | Director | Grant (A) | +5,485 RSU | — | EDGAR | |
| 2026-06-17 | James B JR Stallings | Director | Award (A) | +5,485 | — | EDGAR | |
| 2026-06-17 | NICOLE ANASENES | Director | Grant (A) | +5,485 RSU | — | EDGAR | |
| 2026-04-17 | Jeffrey A Goldstein | Director | Buy (P) | +1,197 | $47.39 | $56.7K | EDGAR |
| 2026-03-30 | Stephanie Ferris | CEO and President | Tax (F) | −12,265 | $51.05 | -$626.1K | EDGAR |
| 2026-03-30 | Robert Toohey | EVP, Chief People Officer | Tax (F) | −1,828 | $51.05 | -$93.3K | EDGAR |
| 2026-03-09 | James Kehoe | EVP, Chief Financial Officer | Mixed | +15,185 | $51.05 | -$257.6K | EDGAR |
| 2026-03-09 | Alexandra Dawn Brooks | EVP, Chief Accounting Officer | Mixed | +1,715 | $51.05 | -$35.3K | EDGAR |
| 2026-03-09 | Caroline Tsai | See Remarks | Mixed | +28,831 | $51.05 | -$713.7K | EDGAR |
| 2026-03-09 | Firdaus Bhathena | See Remarks | Mixed | +12,034 | $51.05 | -$283.2K | 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
75 insiders · @ $38.57
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 | PINCUS & CO. WARBURG | Director | 41,303,303 | $1.59B | $0 | 3 | 2012-12-03 |
| 2 | Warburg Pincus Partners LLC | Director | 41,127,238 | $1.59B | $0 | 3 | 2011-12-20 |
| 3 | Warburg Pincus Private Equity IX, L.P. | Director | 41,124,148 | $1.59B | $0 | 2 | 2011-09-07 |
| 4 | Warburg Pincus IX LLC | Director | 40,953,968 | $1.58B | $0 | 1 | 2010-12-21 |
| 5 | WPM GP, LLC | Director | 32,803,326 | $1.27B | $0 | 4 | 2012-12-13 |
| 6 | WARBURG PINCUS LLC | 10%+ Owner | 27,093,397 | $1.04B | $0 | 1 | 2012-12-20 |
| 7 | CHARLES R KAYE | 10%+ Owner | 18,993,414 | $732.58M | $0 | 2 | 2013-02-15 |
| 8 | THOMAS M HAGERTY | Director | 2,337,516 | $90.16M | -$884.04M | 41 | 2018-06-18 |
| 9 | Gary Norcross | Chairman and CEO | 896,692 | $34.59M | -$375.24M | 95 | 2022-11-09 |
| 10 | FRANK R MARTIRE | Director | 703,837 | $27.15M | -$194.73M | 67 | 2018-06-14 |
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: 2025-09-09
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. 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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-09-09 | Tsai Caroline | Officer | 1,786 | $125.0K | 2025-09-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-11-15 | Williams Lenore D | Officer | 11,305 | $994.5K | 2024-11-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2023-06-20 | Hoag Erik D | Officer | 3,451 | $186.9K | 2023-06-20 | 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.
Recent SEC Filings
Latest: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001136893-26-000038 | EDGAR |
| 2026-04-03 | 0001136893-26-000016 | EDGAR |
| 2026-03-20 | 0001193125-26-117662 | EDGAR |
| 2026-03-10 | 0001193125-26-100370 | EDGAR |
| 2026-03-09 | 0001193125-26-097627 | EDGAR |
| 2026-02-24 | 0001136893-26-000009 | EDGAR |
| 2026-02-24 | 0001193125-26-065257 | EDGAR |
| 2026-01-22 | 0001136893-26-000003 | EDGAR |
| 2026-01-12 | 0001193125-26-009759 | EDGAR |
| 2025-11-12 | 0001193125-25-277795 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-24 | 0001136893-26-000013 | EDGAR |
| 2025-02-13 | 0001136893-25-000014 | EDGAR |
| 2024-02-26 | 0001136893-24-000015 | EDGAR |
| 2023-02-27 | 0001136893-23-000028 | EDGAR |
| 2022-02-23 | 0001136893-22-000038 | EDGAR |
| 2021-02-18 | 0001136893-21-000025 | EDGAR |
| 2020-02-20 | 0001136893-20-000032 | EDGAR |
| 2019-02-21 | 0001136893-19-000008 | EDGAR |
| 2018-02-22 | 0001136893-18-000011 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001136893-26-000040 | EDGAR |
| 2025-11-05 | 0001136893-25-000128 | EDGAR |
| 2025-08-05 | 0001136893-25-000117 | EDGAR |
| 2025-05-06 | 0001136893-25-000056 | EDGAR |
| 2024-11-04 | 0001136893-24-000139 | EDGAR |
| 2024-08-06 | 0001136893-24-000113 | EDGAR |
| 2024-05-07 | 0001136893-24-000063 | EDGAR |
| 2023-11-07 | 0001136893-23-000148 | EDGAR |
| 2023-08-02 | 0001136893-23-000127 | EDGAR |
| 2023-05-02 | 0001136893-23-000077 | 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 Ratio | 7.5 |
| P/B Ratio | 1.2 |
| P/S Ratio | 1.7 |
| EV/EBITDA | 10.0 |
| TTM Revenue | $11.4B |
| TTM Net Income | $2.7B |
| TTM EPS | $5.15 |
| ROE | 16.7% |
| Dividend Yield | 4.39% |
| Debt/Equity | 1.32 |