FIVE9, INC.(FIVN)
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
$18.26
- 52-Week Range
- $13.29 – $29.71
- YTD
- -2.93%
- IV Rank (30D)
- 70.91
- Straddle Price
- $2.88
- P/C Vol Ratio
- 0.21
- Market Cap
- $1.5B
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) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.99% (VRP-adj) |
| WACC | 8.95% |
| Volatility Risk Premium | +90.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 11.6% |
| Rev. Growth (YoY, DCF input) | +7.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 6.9% |
| Book / Price | 48.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 55.3% |
| FCF Margin (TTM) | 18.4% |
| Debt / Equity | 0.89 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | -5.3% (reverse-DCF on current price) |
| SMA 50 | $20.17 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $22.42 |
| Bollinger Width / SMA20 | 142.9% (drives anchor stability) |
| Net Debt | $0.5B |
| Market Cap | $2B |
Peers used for multiples: ADP, APLD, HNGE, LIF, PEGA, QBTS, RDDT, TOST, VRSK, WDAY
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$53.89
Current Price
$18.26
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $48.27 | 45% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $18.94 | 14% | median 26.6× · 7 peers |
| Peer EV/EBITDA | $31.14 | 14% | median 25.1× · 7 peers |
| Peer P/B | $76.77 | 14% | median 8.1× · 9 peers |
| Peer P/S | $107.41 | 14% | median 7.4× · 10 peers |
| Market Anchor (SMA50) | $20.17 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-22 · updated 2026-06-22 18:03:31.339000
Info
- Industry (SIC)
- SERVICES-COMPUTER PROCESSING & DATA PREPARATION (7374)
- Exchange
- XNAS
- Market Cap
- $1.5B
Five9 offers cloud-native contact center software enabling digital customer service, sales, and marketing engagement. The company's Intelligent CX platform combines core telephony functionality, omnichannel engagement, and modules into a cloud contact-center-as-a-service, or CCaaS, platform. Five9's modules include digital self-service, agent assist technology, workflow automation, and optimization solutions, as well as artificial intelligence-driven automation solutions that optimize customer service efficiency and manage interaction quality and agent performance.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.76% | 6 |
| Feb | -9.17% | 6 |
| Mar | -3.16% | 6 |
| Apr | -1.76% | 6 |
| May | -1.50% | 6 |
| Jun | -0.87% | 6 |
| Jul | +8.78% | 5 |
| Aug | -10.30% | 5 |
| Sep | -9.53% | 5 |
| Oct | -6.69% | 5 |
| Nov | +7.85% | 5 |
| Dec | +3.78% | 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: $22.25
SMA 50: $20.26
SMA 200: $20.06
Current: $18.27
EMA 12: $20.74
EMA 26: $21.20
MACD: -0.4577 | Signal: -0.6734
BULLISH
ADX (14): 24.80
WEAK TREND
+DI: 17.79
−DI: 25.99
Momentum Oscillators
RSI (14): 34.37
NEUTRAL
Stoch %K: 4.18
Stoch %D: 5.58
Williams %R: -98.38
Volume & Volatility
BB Upper: $26.26
BB Lower: $18.23
NEUTRAL
OBV: -15,273,542
Vol SMA 20: 2,929,061
Vol ROC: -55.57%
ATR: $1.53
True Range: $1.38
HV 20: 64.6%
HV 30: 59.4%
HV 60: 79.9%
Data Summary
Data Points: 500
Last Updated: 2026-06-22T18:00:24.623000
Date Range: 2024-06-21T00:00:00 – 2026-06-18T00:00:00
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
Five9 delivers cloud-based contact center solutions for enterprises; a key insider recently reduced their direct stake, SEC filings show.
Earnings History
5 of 7 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-08 | After-Close | 21.57% | 18.91% | 0.88x | Within |
| 2024-11-07 | After-Close | 19.16% | 2.62% | 0.14x | Within |
| 2025-05-01 | After-Close | 17.51% | 0.83% | 0.05x | Within |
| 2025-07-31 | After-Close | 15.83% | 10.48% | 0.66x | Within |
| 2025-11-06 | After-Close | 16.83% | 7.89% | 0.47x | Within |
| 2026-02-19 | After-Close | 12.04% | 12.91% | 1.07x | Exceeded |
| 2026-04-30 | After-Close | 14.99% | 23.34% | 1.56x | Exceeded |
Options Activity
- IV Rank (30D)
- 70.91
- IV Rank (7D)
- 70.91
- Avg IV
- 165.0%
- Straddle (30D)
- $2.88
- Straddle (7D)
- $2.88
- P/C Volume
- 0.21
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)
- 1.51
- Correlation (SPY)
- 30.6%
- R²
- 0.09
- Ann. Volatility
- 61.3%
- SPY Volatility
- 12.4%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 87,529,500 (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$205.57M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $86.28M | 41.97% | 2026-03-31 |
| 2 | ARMISTICE CAPITAL, LLC | $37.92M | 18.45% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $24.67M | 12.00% | 2026-03-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $10.70M | 5.20% | 2026-03-31 |
| 5 | GROUP ONE TRADING LLC Custodian | $10.25M | 4.99% | 2026-03-31 |
| 6 | PEAK6 LLC | $6.18M | 3.01% | 2026-03-31 |
| 7 | IMC-Chicago, LLC Custodian | $5.21M | 2.53% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $4.13M | 2.01% | 2025-09-30 |
| 9 | TUDOR INVESTMENT CORP ET AL | $4.07M | 1.98% | 2026-03-31 |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | $3.03M | 1.48% | 2026-03-31 |
| 11 | Cubist Systematic Strategies, LLC | $2.69M | 1.31% | 2025-09-30 |
| 12 | CITADEL ADVISORS LLC Custodian | $2.58M | 1.25% | 2026-03-31 |
| 13 | SIMPLEX TRADING, LLC Custodian | $2.39M | 1.16% | 2026-03-31 |
| 14 | Voss Capital, LP | $1.52M | 0.74% | 2026-03-31 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $1.16M | 0.56% | 2026-03-31 |
| 16 | Walleye Trading LLC | $973.91K | 0.47% | 2026-03-31 |
| 17 | Point72 Asset Management, L.P. | $919.30K | 0.45% | 2026-03-31 |
| 18 | Walleye Capital LLC | $898.06K | 0.44% | 2026-03-31 |
| 19 | HAP TRADING, LLC | $792 | <0.01% | 2025-09-30 |
| 20 | FNY Investment Advisers, LLC | $0 | 0.00% | 2026-03-31 |
17 filers$41.11M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $7.49M | 18.21% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $6.38M | 15.53% | 2026-03-31 |
| 3 | D. E. Shaw & Co., Inc. Custodian | $6.27M | 15.25% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $4.25M | 10.33% | 2026-03-31 |
| 5 | Caption Management, LLC | $3.03M | 7.38% | 2026-03-31 |
| 6 | Cubist Systematic Strategies, LLC | $2.86M | 6.96% | 2025-09-30 |
| 7 | WOLVERINE TRADING, LLC Custodian | $2.52M | 6.12% | 2025-09-30 |
| 8 | IMC-Chicago, LLC Custodian | $1.98M | 4.80% | 2026-03-31 |
| 9 | Walleye Capital LLC | $1.71M | 4.15% | 2026-03-31 |
| 10 | GROUP ONE TRADING LLC Custodian | $1.22M | 2.96% | 2026-03-31 |
| 11 | CAPITAL FUND MANAGEMENT S.A. | $979.98K | 2.38% | 2026-03-31 |
| 12 | BlueCrest Capital Management Ltd | $530.95K | 1.29% | 2026-03-31 |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | $527.92K | 1.28% | 2026-03-31 |
| 14 | Point72 Asset Management, L.P. | $506.68K | 1.23% | 2026-03-31 |
| 15 | TUDOR INVESTMENT CORP ET AL | $494.54K | 1.20% | 2026-03-31 |
| 16 | Walleye Trading LLC | $239.69K | 0.58% | 2026-03-31 |
| 17 | SIMPLEX TRADING, LLC Custodian | $131.98K | 0.32% | 2026-03-31 |
Insider Activity
Latest: 2026-06-08
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | Tiffany N. Meriweather | Chief Admin. & Legal Officer | Sell (S) | −9,526 | $24.81 | -$236.3K | EDGAR |
| 2026-06-08 | Panos Kozanian | EVP, Product Engineering | Sell (S) | −5,869 | $24.81 | -$145.6K | EDGAR |
| 2026-06-08 | Matthew E. Tuckness | Chief Revenue Officer | Sell (S) | −8,645 | $24.81 | -$214.5K | EDGAR |
| 2026-06-08 | Andy Dignan | President | Sell (S) | −11,276 | $24.62 | -$277.6K | EDGAR |
| 2026-06-08 | Leena Mansharamani | SVP, Chief Accounting Officer | Sell (S) | −2,556 | $24.81 | -$63.4K | EDGAR |
| 2026-06-08 | Bryan M Lee | Chief Financial Officer | Sell (S) | −18,131 | $24.77 | -$449.1K | EDGAR |
| 2026-05-22 | Maria C Walker | Director | Award (A) | +8,972 | — | EDGAR | |
| 2026-05-22 | Sue Barsamian | Director | Award (A) | +8,972 | — | EDGAR | |
| 2026-05-22 | Michael J Burdiek | Director | Award (A) | +8,972 | — | EDGAR | |
| 2026-05-22 | JONATHAN D MARINER | Director | Award (A) | +8,972 | — | EDGAR | |
| 2026-05-22 | Sagar Gupta | Director | Award (A) | +8,972 | — | EDGAR | |
| 2026-05-22 | Julie Iskow | Director | Award (A) | +8,972 | — | EDGAR | |
| 2026-05-15 | Tiffany N. Meriweather | Chief Admin. & Legal Officer | Sell (S) | −29,817 | $21.05 | -$627.6K | EDGAR |
| 2026-03-06 | Matthew E. Tuckness | Chief Revenue Officer | Sell (S) | −5,164 | $17.87 | -$92.3K | EDGAR |
| 2026-03-06 | Leena Mansharamani | SVP, Chief Accounting Officer | Sell (S) | −1,926 | $17.87 | -$34.4K | 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 · @ $18.27
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 | ANN L WINBLAD | 10%+ Owner | 7,560,041 | $138.16M | $0 | 1 | 2016-03-15 |
| 2 | 46th Parallel LLC | 10%+ Owner | 3,535,563 | $64.61M | $0 | 1 | 2015-12-04 |
| 3 | Partech U.S. Partners IV, L.L.C. | 10%+ Owner | 3,535,563 | $64.61M | $0 | 1 | 2015-12-04 |
| 4 | ADAMS STREET PARTNERS LLC | 10%+ Owner | 1,393,766 | $25.47M | -$37.99M | 4 | 2016-09-01 |
| 5 | Jayendra Das | Director | 1,078,459 | $19.71M | -$21.04M | 5 | 2016-11-30 |
| 6 | Amit Mathradas | Chief Executive Officer | 716,743 | $13.10M | $0 | 1 | 2026-02-26 |
| 7 | David S. Welsh | Director | 698,414 | $12.76M | -$39.64M | 21 | 2025-05-22 |
| 8 | Michael Burkland | Chief Executive Officer | 536,971 | $9.81M | -$97.81M | 77 | 2026-02-26 |
| 9 | Bryan M Lee | Chief Financial Officer | 315,775 | $5.77M | -$1.02M | 9 | 2026-06-08 |
| 10 | Matthew E. Tuckness | Chief Revenue Officer | 281,492 | $5.14M | -$465.7K | 6 | 2026-06-08 |
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: 2026-06-05
? Form 144 Guide
Last 30d:
10 filings
· $1.4M notice value
· Last 90d:
10 filings
· $1.4M notice value
· 6 unique filers
· 40% 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:
Bryan Lee (3, $451K) · Andy Dignan (3, $290K) · Matthew Tuckness (1, $280K) · Tiffany Meriweather (1, $181K) · Panos Kozanian (1, $146K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | ANDREW DIGNAN | Officer | 3,073 | $75.2K | 2026-06-05 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-05 | BRYAN LEE | Officer | 1,511 | $37.0K | 2026-06-05 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | BRYAN LEE | Officer | 12,307 | $294.8K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | ANDREW DIGNAN | Officer | 5,645 | $135.2K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-03 | Matthew Tuckness | Officer | 11,173 | $279.7K | 2026-06-04 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-06-03 | Bryan Lee | Officer | 4,769 | $119.4K | 2026-06-04 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-06-03 | Andy Dignan | Officer | 3,162 | $79.1K | 2026-06-04 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-06-03 | Panos Kozanian | Officer | 5,848 | $146.4K | 2026-06-04 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-06-03 | Tiffany Meriweather | Officer | 7,222 | $180.8K | 2026-06-04 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-06-03 | Leena Mansharamani | Officer | 2,573 | $64.4K | 2026-06-04 | Morgan Stanley Smith Barney 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.
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 | 27.7 |
| P/B Ratio | 1.8 |
| P/S Ratio | 1.3 |
| EV/EBITDA | 16.6 |
| TTM Revenue | $1.2B |
| TTM Net Income | $0.1B |
| TTM EPS | $0.66 |
| ROE | 6.9% |
| Debt/Equity | 0.90 |