Forestar Group Inc.(FOR)

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.

FOR $25.74
Snapshot
$25.74
52-Week Range
$22.81 – $32.06
YTD
+5.84%
IV Rank (30D)
38.48
Straddle Price
$2.42
P/C Vol Ratio
0.00
Market Cap
$1.3B
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)5.01%
Beta vs SPY0.94
Cost of Equity (CAPM)9.69% (VRP-adj)
WACC7.91%
Volatility Risk Premium+57.6pp (IV − HV30)
Effective Tax Rate24.7%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)9.2%
Book / Price139.5% — banking bias active (P/B is primary)
Gross Margin (TTM)21.4%
FCF Margin (TTM)16.4%
Debt / Equity0.43
Quality Score2/6 — normal (10y DCF)
SMA 50$28.50 (Market Anchor value)
SMA 20 / Bollinger Mid$27.57
Bollinger Width / SMA2053.1% (drives anchor stability)
Net Debt$0.4B
Market Cap$1B
Peers used for multiples: BHF, CRGY, DXC, PLD, STRA, WELL (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
78%
20-Day Fair Value
≈ by Oct 20, 2026
$27.07
α +4.1% rank 82%
40-Day Fair Value
≈ by Nov 18, 2026
$29.29
α +12.6% rank 87%
60-Day Fair Value
≈ by Dec 17, 2026
$29.15
α +12.0% rank 82%
MethodImplied PriceWeightDetail
DCF $40.69 45%
DDM (Gordon) n/a 0%
Peer P/E $75.44 14% median 22.7× · 6 peers
Peer EV/EBITDA $24.68 14% median 7.7× · 6 peers
Peer P/B $36.12 14% median 1.0× · 6 peers
Peer P/S $41.62 14% median 1.2× · 6 peers
Market Anchor (SMA50) $28.50 0% stability 0% (BB-width)
Options Expected (B-L 30d) $25.38 0% 7 strikes · skew +0.01
As of 2026-09-21 · updated
Info
Industry (SIC)
REAL ESTATE (6500)
Exchange
XNYS
Market Cap
$1.3B

Forestar Group Inc is a residential lot development company engaged in land acquisition and development for the sale of finished single-family residential lots to local, regional, and national homebuilders. The company operates through a single real estate segment, which acquires land, installs infrastructure for residential communities, and generates all revenue from lot sales. Its communities mainly support entry-level, first-time move-up, and active-adult homes, with certain communities also marketed to build-to-rent operators. The company generally invests in entitled, short-duration proje…

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 -4.43% 6
Feb -1.08% 6
Mar +0.56% 6
Apr +1.84% 6
May +0.33% 6
Jun -0.23% 6
Jul +7.48% 6
Aug -2.40% 6
Sep -4.79% 6
Oct -1.04% 5
Nov +11.98% 5
Dec +0.37% 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: $27.57
SMA 50: $28.50
SMA 200: $27.42
Current: $26.02
EMA 12: $26.88
EMA 26: $27.59
MACD: -0.7056 | Signal: -0.1278
BEARISH
ADX (14): 35.83
TREND
+DI: 10.31
−DI: 31.38

Momentum Oscillators

RSI (14): 31.61
NEUTRAL
Stoch %K: 16.36
Stoch %D: 18.69
Williams %R: -82.33

Volume & Volatility

BB Upper: $29.59
BB Lower: $25.55
NEUTRAL
OBV: -5,095,105
Vol SMA 20: 149,766
Vol ROC: 136.39%
ATR: $0.81
True Range: $0.68
HV 20: 20.1%
HV 30: 24.2%
HV 60: 28.1%

Data Summary

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

LLM Stock Analysis Report

Executive Summary

Overall assessment: NEUTRAL (confidence level 6/10)

Key drivers and primary risks:

  • Recent positive news headlines from Forestar Group's partnership with StreetLeaf
  • Moderate volatility, aligning with historical trends
  • Options market pricing a moderate move by expiration

Primary risk: Earnings miss or negative guidance could lead to significant stock price decline

Recent news sentiment impact: Positive news headlines have contributed to the recent uptrend

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Uptrend
  • Medium-term (1-3 months): Consolidation
  • Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $30.24
  • Middle band: $28.82
  • Lower Bollinger Band: $27.40

Momentum Signals:

  • RSI interpretation: Neutral (50.09)
  • MACD signal: Bearish (0.00 / Signal: 0.06 / Histogram: -0.05)
  • Bollinger Bands position: Squeeze

Volume Analysis:

  • Volume SMA 20: 129858.69
  • On-Balance Volume (OBV): -3485832.75
  • Volume Rate of Change: -74.04%

News & Sentiment Analysis

Recent Headlines Summary:

  • Positive news headlines from Forestar Group's partnership with StreetLeaf (Sentiment: POSITIVE)
  • No negative or bearish news headlines available

Sentiment Assessment:

  • Aggregate sentiment: NEUTRAL (2 positive, 1 neutral)

Catalyst Identification:

  • Earnings information not available
  • Options market pricing a moderate move by expiration

Market Narrative:

  • Recent uptrend driven by positive news headlines and moderate volatility
  • Technical signals mixed, with a bearish MACD signal and neutral RSI

Risk & Volatility Assessment

Beta Interpretation:

  • Beta: 0.86 (vs SPY) - moderate risk relative to market

Volatility Regime:

  • Current vs historical volatility levels: Moderate

Options Market Signals:

  • IV Rank: 26.6% (Medium)
  • Current IV: 71.9%
  • Expected Move: $2.45 (32 DTE), 7-DTE: $2.88
  • Volume Flow: 2 calls vs 1 puts
  • Open Interest: 2 calls vs 1 puts
  • Put/Call Volume Ratio: 0.50 (Bullish sentiment)
  • Market Expectation: Options market pricing a moderate move by expiration

Downside Protection:

  • Support levels: Middle band ($28.82) and Lower Bollinger Band ($27.40)

Market Context & Positioning

Sector Performance:

  • Relative strength vs sector/market: Moderate

Institutional Activity:

  • Volume patterns suggesting institutional interest: 2 calls vs 1 puts

Correlation Analysis:

  • How stock moves relative to market (R-squared interpretation): 0.33 - moderate correlation

Relative Valuation:

  • Position within trading range: Consolidation

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $30.24
  • Middle band: $28.82
  • Lower Bollinger Band: $27.40

Breakout/Breakdown Levels:

  • Short-term (1-4 weeks): $29.50 (breakout)
  • Medium-term (1-3 months): $29.20 (breakdown)

Time-Sensitive Catalysts:

  • Earnings information not available
  • Options market pricing a moderate move by expiration

Risk Management:

  • Stop-loss levels: Middle band ($28.82) and Lower Bollinger Band ($27.40)
  • Position sizing considerations: Moderate volatility and risk relative to market
Generated
News
Earnings History
7 of 8 under expected move
Avg Expected Move
14.49%
Avg Actual Move
2.14%
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 Pre-Market 12.88% 0.22% 0.02x Within
2025-01-21 After-Close 7.42% 0.74% 0.10x Within
2025-04-17 After-Close 34.47% 0.00% 0.00x Within
2025-07-22 Pre-Market 7.02% 8.20% 1.17x Exceeded
2025-10-28 After-Close 10.73% 3.18% 0.30x Within
2026-01-20 After-Close 14.59% 1.15% 0.08x Within
2026-04-21 After-Close 16.08% 2.21% 0.14x Within
2026-07-21 After-Close 12.77% 1.41% 0.11x Within
Options Activity
IV Rank (30D)
38.48
IV Rank (7D)
100
Avg IV
81.8%
Straddle (30D)
$2.42
Straddle (7D)
$2.77
P/C Volume
0.00
Spread Scanner GPU

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

Stage 1 — Base Score (GPU scanner)

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

Stage 2 — Skew Adjustment (±25% cap)

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

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

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

Enter a ticker to scan for optimal spread opportunities.

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

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

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

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

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

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

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

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

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

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.84
Correlation (SPY)
32.4%
0.10
Ann. Volatility
33.3%
SPY Volatility
12.9%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 51,175,407 (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.

191 filers21,396,845 shares$638.42M value41.81% of float
# Filer Shares Value % of Total % of Float Period
1 DIMENSIONAL FUND ADVISORS LP Custodian 2,861,811 $90.58M 14.19% 5.59% 2026-06-30
2 VANGUARD GROUP INC Custodian 2,813,034 $69.29M 10.85% 5.50% 2025-12-31
3 VANGUARD PORTFOLIO MANAGEMENT LLC 1,794,007 $56.78M 8.89% 3.51% 2026-06-30
4 BlackRock, Inc. Custodian 1,774,842 $56.17M 8.80% 3.47% 2026-06-30
5 AMERICAN CENTURY COMPANIES INC 946,901 $29.97M 4.69% 1.85% 2026-06-30
6 VANGUARD CAPITAL MANAGEMENT LLC 883,924 $27.98M 4.38% 1.73% 2026-06-30
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 549,468 $17.39M 2.72% 1.07% 2026-06-30
8 GOLDMAN SACHS GROUP INC Custodian 549,069 $17.38M 2.72% 1.07% 2026-06-30
9 STATE STREET CORP 475,426 $15.05M 2.36% 0.93% 2026-06-30
10 HEARTLAND ADVISORS INC 474,813 $15.03M 2.35% 0.93% 2026-06-30
11 ROYAL BANK OF CANADA Custodian 469,331 $14.85M 2.33% 0.92% 2026-06-30
12 Swedbank AB 450,000 $14.24M 2.23% 0.88% 2026-06-30
13 Woodson Capital Management, LP 360,000 $11.39M 1.78% 0.70% 2026-06-30
14 AQR CAPITAL MANAGEMENT LLC Custodian 344,572 $10.91M 1.71% 0.67% 2026-06-30
15 DENALI ADVISORS LLC 292,662 $9.26M 1.45% 0.57% 2026-06-30
16 Jupiter Topco LLC 266,921 $8.46M 1.32% 0.52% 2026-06-30
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 246,478 $7.80M 1.22% 0.48% 2026-06-30
18 JACOBS LEVY EQUITY MANAGEMENT, INC 239,737 $7.59M 1.19% 0.47% 2026-06-30
19 Bank of New York Mellon Corp Custodian 227,944 $7.21M 1.13% 0.45% 2026-06-30
20 FIRST TRUST ADVISORS LP 207,796 $6.58M 1.03% 0.41% 2026-06-30
21 Oakum Bay Capital LLC 261,527 $6.39M 1.00% 0.51% 2026-03-31
22 JANUS HENDERSON GROUP PLC 256,842 $6.29M 0.98% 0.50% 2026-03-31
23 NORTHERN TRUST CORP Custodian 197,315 $6.25M 0.98% 0.39% 2026-06-30
24 MORGAN STANLEY Custodian 182,158 $5.77M 0.90% 0.36% 2026-06-30
25 TWO SIGMA INVESTMENTS, LP Custodian 167,119 $5.29M 0.83% 0.33% 2026-06-30
2 filers$775.42K notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $525.39K 67.76% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $250.03K 32.24% 2026-06-30
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2026-08-19
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
2026-08-19 Lisa H. Jamieson Director Sell (S) −3,000 $29.25 -$87.8K EDGAR
2026-06-03 Elizabeth Parmer Director Sell (S) −2,535 $27.44 -$69.6K EDGAR
2026-04-02 James Douglas Allen Chief Financial Officer Mixed +2,838 $24.44 -$40.7K EDGAR
2026-04-02 Mark Stephen Walker Chief Operating Officer Mixed +1,561 $24.44 -$30.6K EDGAR
2026-03-24 SAMUEL R FULLER Director Exer (M) +1,096 EDGAR
2026-03-24 Lisa H. Jamieson Director Exer (M) +1,096 EDGAR
2026-03-24 Elizabeth Parmer Director Exer (M) +1,096 EDGAR
2026-03-24 James Douglas Allen Chief Financial Officer Mixed +3,414 $24.29 -$48.7K EDGAR
2026-03-24 Mark Stephen Walker Chief Operating Officer Mixed +2,119 $24.29 -$47.3K EDGAR
2026-03-24 DONALD J TOMNITZ Executive Chairman Mixed +7,580 $24.29 -$108.2K EDGAR
2026-03-20 Mark Stephen Walker Chief Operating Officer Mixed +779 $24.73 -$19.2K EDGAR
2026-03-20 James Douglas Allen Chief Financial Officer Mixed +1,467 $24.73 -$21.3K EDGAR
2026-03-03 Elizabeth Parmer Director Exer (M) +2,000 EDGAR
2025-12-03 James Douglas Allen Chief Financial Officer Mixed $25.57 -$10.2K EDGAR
2025-12-03 DONALD J TOMNITZ Executive Chairman Mixed $25.57 -$19.3K 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
35 insiders · @ $26.02
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 JASTROW II Director 270,160 $7.03M $0 21 2015-02-11
2 DONALD J TOMNITZ Executive Chairman 136,095 $3.54M $362.6K 40 2026-03-24
3 James M DeCosmo CEO - President 132,160 $3.44M $287.2K 31 2015-02-19
4 David M Grimm Chief Administrative Officer 88,231 $2.30M $14.7K 31 2017-03-20
5 William Powers JR Director 77,239 $2.01M $0 40 2017-05-11
6 WILLIAM G CURRIE Director 69,607 $1.81M $0 35 2016-08-10
7 JAMES A /DC/ JOHNSON Director 68,312 $1.78M -$170.3K 43 2015-11-20
8 MICHAEL E DOUGHERTY Director 56,866 $1.48M $152.2K 33 2015-11-12
9 Craig A Knight Chief RE Investment Officer 56,214 $1.46M $16.7K 15 2012-10-03
10 Kathleen Brown Director 53,702 $1.40M $0 32 2015-11-20
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: 2026-08-18
Last 30d: 0 filings  ·  Last 90d: 1 filing · $88K notice value · 1 unique filer

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.

Top 90-day filers: Jamieson Lisa H. (1, $88K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-18 Jamieson Lisa H. Director 3,000 $87.8K 2026-08-18 Charles Schwab & Co., Inc. EDGAR
2026-06-02 Parmer Elizabeth Director 2,535 $69.6K 2026-06-02 Charles Schwab & Co., Inc. EDGAR
2025-08-08 Allen James Douglas Officer 19,000 $498.8K 2025-08-08 Charles Schwab Corp. EDGAR
2025-06-11 Parmer Elizabeth Director 3,357 $69.1K 2025-06-11 Charles Schwab & Co., Inc. EDGAR
2025-05-12 Parmer Elizabeth Director 1,460 $30.0K 2025-05-12 Charles Schwab & Co., Inc. EDGAR
2024-11-21 Parmer Elizabeth Director 680 $19.9K 2024-11-21 Charles Schwab & Co., Inc. EDGAR
2024-09-27 Ringler G.F. (Rick) III Director 2,000 $62.2K 2024-09-27 Charles Schwab & Co., Inc. EDGAR
2024-08-06 Parmer Elizabeth Director 798 $23.2K 2024-08-06 Charles Schwab & Co., Inc. EDGAR
2024-07-29 Parmer Elizabeth Director 750 $24.0K 2024-07-29 Charles Schwab & Co., Inc. EDGAR
2024-07-24 Parmer Elizabeth Director 1,547 $49.9K 2024-07-23 Charles Schwab & Co., Inc. 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 Ratio7.7
P/B Ratio0.7
P/S Ratio0.8
EV/EBITDA8.0
TTM Revenue$1.7B
TTM Net Income$0.2B
TTM EPS$3.33
ROE9.2%
Dividend Yield0.02%
Debt/Equity0.43