GENPACT LIMITED(G)
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
$28.53
After hours
$28.53
+0.00%
- 52-Week Range
- $27.36 – $48.64
- YTD
- -37.86%
- IV Rank (30D)
- 12.42
- Straddle Price
- $2.50
- P/C Vol Ratio
- 0.15
- Market Cap
- $4.8B
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) | 4.46% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.96% (VRP-adj) |
| WACC | 8.84% |
| Volatility Risk Premium | +29.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 23.9% |
| Rev. Growth (YoY, DCF input) | +3.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 23.0% |
| Book / Price | 49.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 36.3% |
| FCF Margin (TTM) | 13.0% |
| Debt / Equity | 0.47 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | -8.7% (reverse-DCF on current price) |
| SMA 50 | $32.80 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $31.59 |
| Bollinger Width / SMA20 | 66.4% (drives anchor stability) |
| Net Debt | $0.6B |
| Market Cap | $5B |
Peers used for multiples: ASTH, BWMN, FCN, HURN, ICFI, MEG, RMR, TSSI
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$45.93
Current Price
$28.53
Deviation
+50.0%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -2.0% ⚠ | +0.65 | +1.12 | 86.1% | — |
| 42d | -0.9% ⚠ | +1.55 | +1.57 | 93.3% | ACTIVE |
| 63d | +1.2% | +1.81 | +1.70 | 94.8% | ACTIVE |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $61.29 | 32% | |
| DDM (Gordon) | $11.13 | 26% | |
| Peer P/E | $72.06 | 15% | median 21.4× · 8 peers |
| Peer EV/EBITDA | $62.56 | 15% | median 12.9× · 8 peers |
| Peer P/B | $31.84 | 3% | median 2.3× · 8 peers |
| Peer P/S | $27.62 | 10% | median 0.9× · 8 peers |
| Market Anchor (SMA50) | $32.80 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-24 · updated 2026-06-24 20:59:31.125000
Info
- Industry (SIC)
- SERVICES-MANAGEMENT CONSULTING SERVICES (8742)
- Exchange
- XNYS
- Market Cap
- $4.8B
Genpact Ltd is an agentic, technology-solutions company offering digital transformation, data-driven operations, and technology-enabled services across multiple industries. Its core business services include decision support services; technology services like application lifecycle management, platform customization, and support, etc; and digital operations optimizing business processes. Genpact also offers data engineering, data management, and domain-based AI and generative AI solutions; develops new technology solutions for clients; and offers agentic solutions and technology consulting serv…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.71% | 19 |
| Feb | +1.20% | 19 |
| Mar | +0.08% | 19 |
| Apr | +1.96% | 19 |
| May | +0.51% | 19 |
| Jun | +0.23% | 19 |
| Jul | +3.70% | 18 |
| Aug | +0.92% | 19 |
| Sep | -3.23% | 19 |
| Oct | -1.66% | 19 |
| Nov | +2.04% | 19 |
| Dec | +2.06% | 19 |
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: $31.46
SMA 50: $32.66
SMA 200: $39.62
Current: $28.53
EMA 12: $30.07
EMA 26: $31.22
MACD: -1.1444 | Signal: -0.3683
BEARISH
ADX (14): 18.86
RANGE
+DI: 15.79
−DI: 29.51
Momentum Oscillators
RSI (14): 32.53
NEUTRAL
Stoch %K: 14.80
Stoch %D: 11.88
Williams %R: -81.58
Volume & Volatility
BB Upper: $35.03
BB Lower: $27.89
NEUTRAL
OBV: -17,435,867
Vol SMA 20: 2,869,459
Vol ROC: 15.55%
ATR: $1.28
True Range: $0.92
HV 20: 41.7%
HV 30: 45.4%
HV 60: 40.6%
Data Summary
Data Points: 500
Last Updated: 2026-06-24T21:15:17.829000
Date Range: 2024-06-26T00:00:00 – 2026-06-24T00:00:00
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 |
|---|---|---|---|---|---|
| 2024-08-08 | After-Close | 11.70% | 11.81% | 1.01x | Exceeded |
| 2024-11-07 | After-Close | 8.85% | 9.88% | 1.12x | Exceeded |
| 2025-02-06 | After-Close | 7.28% | 2.54% | 0.35x | Within |
| 2025-05-07 | After-Close | 6.93% | 15.42% | 2.23x | Exceeded |
| 2025-08-07 | After-Close | 9.17% | 4.36% | 0.48x | Within |
| 2025-11-06 | After-Close | 11.12% | 10.53% | 0.95x | Within |
| 2026-02-05 | After-Close | 15.62% | 6.40% | 0.41x | Within |
| 2026-05-07 | After-Close | 11.60% | 5.57% | 0.48x | Within |
Options Activity
- IV Rank (30D)
- 12.42
- IV Rank (7D)
- 12.42
- Avg IV
- 54.5%
- Straddle (30D)
- $2.50
- Straddle (7D)
- $2.50
- P/C Volume
- 0.15
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)
- 0.46
- Correlation (SPY)
- 16.0%
- R²
- 0.03
- Ann. Volatility
- 35.5%
- 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: 175,662,186 (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.
8 filers$3.90M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $2.14M | 54.82% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $629.52K | 16.14% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $458.18K | 11.75% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $227.72K | 5.84% | 2025-09-30 |
| 5 | JANE STREET GROUP, LLC Custodian | $201.15K | 5.16% | 2026-03-31 |
| 6 | HSBC HOLDINGS PLC Custodian | $186.25K | 4.77% | 2026-03-31 |
| 7 | SIMPLEX TRADING, LLC Custodian | $40.98K | 1.05% | 2026-03-31 |
| 8 | GROUP ONE TRADING LLC Custodian | $18.62K | 0.48% | 2026-03-31 |
7 filers$8.83M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | WOLVERINE TRADING, LLC Custodian | $6.40M | 72.48% | 2025-09-30 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $983.40K | 11.14% | 2026-03-31 |
| 3 | LOGAN CAPITAL MANAGEMENT INC | $826.35K | 9.36% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $316.62K | 3.59% | 2026-03-31 |
| 5 | CenterStar Asset Management, LLC | $242.12K | 2.74% | 2026-03-31 |
| 6 | HAP TRADING, LLC | $52.50K | 0.59% | 2025-09-30 |
| 7 | SIMPLEX TRADING, LLC Custodian | $7.45K | 0.08% | 2026-03-31 |
Insider Activity
Latest: 2026-04-27
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 |
|---|---|---|---|---|---|---|---|
| 2026-04-27 | James C. Madden | Director | Award (A) | +9,999 | — | EDGAR | |
| 2026-04-27 | Laura Conigliaro | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | BRIAN MARK STEVENS | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | Mark A Verdi | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | Thimaya K. Subaiya | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | Nicholas C Gangestad | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | Carol Lindstrom | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | CeCelia Morken | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-04-27 | John M Hinshaw | Director | Award (A) | +6,521 | — | EDGAR | |
| 2026-03-12 | Balkrishan Kalra | President and CEO | Tax (F) | −13,893 | $38.92 | -$540.7K | EDGAR |
| 2026-03-12 | Sameer Dewan | Senior Vice President | Tax (F) | −3,542 | $38.92 | -$137.9K | EDGAR |
| 2026-03-12 | Piyush Mehta | Senior Vice President and CHRO | Tax (F) | −5,702 | $38.92 | -$221.9K | EDGAR |
| 2026-03-12 | Anil Nanduru | Senior Vice President | Tax (F) | −7,663 | $38.92 | -$298.2K | EDGAR |
| 2026-03-12 | Riju Vashisht | Senior Vice President | Tax (F) | −7,080 | $38.92 | -$275.6K | EDGAR |
| 2026-03-12 | Michael Hal Weiner | Chief Financial Officer | Tax (F) | −7,019 | $38.92 | -$273.2K | 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
82 insiders · @ $28.53
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 | Mark A Verdi | Director | 57,608,790 | $1.64B | $0 | 13 | 2026-04-27 |
| 2 | MARK E NUNNELLY | Director | 57,580,992 | $1.64B | $0 | 8 | 2021-05-07 |
| 3 | BAIN CAPITAL INVESTORS LLC | 10%+ Owner | 49,038,390 | $1.40B | -$2.20B | 1 | 2017-08-22 |
| 4 | STEVEN A DENNING | Director | 44,798,350 | $1.28B | -$211.80M | 4 | 2011-05-11 |
| 5 | BCIP Associates IV, L.P. | 10%+ Owner | 40,538,196 | $1.16B | -$2.31B | 1 | 2017-11-22 |
| 6 | GENERAL ELECTRIC CAPITAL SERVICES INC/CT | 10%+ Owner | 39,928,342 | $1.14B | -$800.00M | 1 | 2007-12-14 |
| 7 | Oak Hill Capital Partners II (Cayman), L.P. | 10%+ Owner | 35,187,018 | $1.00B | -$449.68M | 3 | 2012-10-29 |
| 8 | BCIP Associates IV-B, L.P. | 10%+ Owner | 23,537,808 | $671.53M | -$5.22B | 2 | 2019-05-28 |
| 9 | Glory Investments IV Ltd | 10%+ Owner | 12,916,004 | $368.49M | -$3.87B | 1 | 2019-08-19 |
| 10 | Oak Hill Capital Partners (Bermuda), L.P. | 12,727,718 | $363.12M | -$162.52M | 3 | 2012-10-29 |
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: 2026-03-04
? 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-03-04 | BALKRISHAN KALRA | Officer, Director | 2,800 | $114.2K | 2026-03-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-01-13 | HEATHER D WHITE | Officer | 10,740 | $501.0K | 2026-01-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-13 | SAMEER DEWAN | Officer | 15,088 | $703.8K | 2026-01-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-13 | RIJU VASHISHT | Officer | 16,016 | $747.1K | 2026-01-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-14 | MICHAEL H WEINER | Officer | 13,365 | $599.3K | 2025-11-14 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-11-13 | HEATHER D WHITE | Officer | 45,703 | $2.09M | 2025-11-13 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-11-12 | TAMARA S FRANKLIN | Director | 2,750 | $125.5K | 2025-11-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-11-12 | HEATHER D WHITE | Officer | 4,351 | $199.0K | 2025-11-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-11-12 | SAMEER DEWAN | Officer | 26,531 | $1.19M | 2025-11-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-09-12 | PIYUSH MEHTA | Officer | 76,902 | $3.27M | 2025-09-12 | 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.
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 |
|---|---|---|
| 2026-05-07 | 0001398659-26-000008 | EDGAR |
| 2026-04-29 | 0001398659-26-000006 | EDGAR |
| 2026-02-05 | 0001398659-26-000002 | EDGAR |
| 2025-11-18 | 0001140361-25-042599 | EDGAR |
| 2025-11-06 | 0001398659-25-000107 | EDGAR |
| 2025-09-30 | 0001398659-25-000105 | EDGAR |
| 2025-09-12 | 0001398659-25-000103 | EDGAR |
| 2025-08-07 | 0001398659-25-000094 | EDGAR |
| 2025-08-05 | 0001398659-25-000092 | EDGAR |
| 2025-07-01 | 0001398659-25-000084 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001398659-26-000004 | EDGAR |
| 2025-03-03 | 0001398659-25-000035 | EDGAR |
| 2024-02-29 | 0001398659-24-000031 | EDGAR |
| 2023-03-01 | 0001398659-23-000009 | EDGAR |
| 2022-03-01 | 0001398659-22-000009 | EDGAR |
| 2021-03-01 | 0001564590-21-009746 | EDGAR |
| 2020-03-02 | 0001564590-20-008158 | EDGAR |
| 2019-03-01 | 0001564590-19-005767 | EDGAR |
| 2018-03-01 | 0001564590-18-004031 | EDGAR |
| 2017-03-01 | 0001564590-17-003076 | 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 | 0001398659-26-000010 | EDGAR |
| 2025-11-07 | 0001398659-25-000109 | EDGAR |
| 2025-08-11 | 0001398659-25-000098 | EDGAR |
| 2025-05-12 | 0001398659-25-000059 | EDGAR |
| 2024-11-12 | 0001398659-24-000100 | EDGAR |
| 2024-08-09 | 0001398659-24-000088 | EDGAR |
| 2024-05-10 | 0001398659-24-000080 | EDGAR |
| 2023-11-09 | 0001398659-23-000035 | EDGAR |
| 2023-08-09 | 0001398659-23-000026 | EDGAR |
| 2023-05-10 | 0001398659-23-000017 | 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 | 8.8 |
| P/B Ratio | 1.9 |
| P/S Ratio | 0.9 |
| EV/EBITDA | 6.6 |
| TTM Revenue | $5.2B |
| TTM Net Income | $0.6B |
| TTM EPS | $3.26 |
| ROE | 23.0% |
| Dividend Yield | 2.50% |
| Debt/Equity | 0.62 |