Hyatt Hotels Corporation(H)

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

H iron condor setups H expected move H IV rank history H Fibonacci levels H insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

H $165.85 —
Snapshot
$165.85
52-Week Range
$134.18 – $206.86
YTD
+0.17%
IV Rank (30D)
1.99
Straddle Price
$14.95
P/C Vol Ratio
0.67
Market Cap
$15.6B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.79%
Beta vs SPY1.00
Cost of Equity (CAPM)9.91% (VRP-adj)
WACC9.16%
Volatility Risk Premium+5.5pp (IV − HV30), ERP adj +12bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+2.4%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)2.4%
Book / Price22.8%
Gross Margin (TTM)20.9%
FCF Margin (TTM)3.5%
Debt / Equity1.01
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$182.57 (Market Anchor value)
SMA 20 / Bollinger Mid$175.16
Bollinger Width / SMA207.9% (drives anchor stability)
Net Debt$3.1B
Market Cap$16B
Peers used for multiples: AMZN, CHH, HGV, HLT, MSCI, RRR, TSLA, WH
Model Conviction
18%
20-Day Fair Value
≈ by Oct 5, 2026
$175.14
α +5.6% rank 25%
40-Day Fair Value
≈ by Nov 3, 2026
$180.40
α +8.8% rank 11%
60-Day Fair Value
≈ by Dec 2, 2026
$168.16
α +1.4% rank 13%
MethodImplied PriceWeightDetail
DCF $7.52 23%
DDM (Gordon) n/a 0%
Peer P/E $19.79 6% median 23.6× · 8 peers
Peer EV/EBITDA $89.37 7% median 12.7× · 8 peers
Peer P/B $513.55 9% median 13.6× · 6 peers
Peer P/S $277.28 9% median 3.6× · 8 peers
Market Anchor (SMA50) $182.57 46% stability 100% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-04 · updated
Info
Industry (SIC)
HOTELS & MOTELS (7011)
Exchange
XNYS
Market Cap
$15.6B

Hyatt is an operator of owned (2% of total rooms) and managed and franchised (98%) properties across about 35 upscale luxury brands, which include vacation brands (Apple Leisure Group, Hyatt Ziva, and Hyatt Zilara), the recently launched full-service lifestyle brand Hyatt Centric, the soft lifestyle brand Unbound, the wellness brand Miraval, and the midscale extended-stay brand Studios. Hyatt acquired Two Roads Hospitality in 2018 and Apple Leisure Group in 2021. Regional exposure, as a percentage of total rooms, is 45% for the US, 31% for the rest of the world, and 24% for Asia-Pacific.

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 -0.31% 17
Feb +4.39% 17
Mar -2.76% 17
Apr +3.94% 17
May -0.70% 17
Jun -0.87% 17
Jul +1.01% 17
Aug -0.64% 17
Sep -1.88% 17
Oct +2.61% 16
Nov +6.19% 17
Dec +3.66% 17
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: $174.57
SMA 50: $181.94
SMA 200: $169.33
Current: $165.85
EMA 12: $170.44
EMA 26: $174.93
MACD: -4.4893 | Signal: -1.0941
BEARISH
ADX (14): 27.97
TREND
+DI: 14.05
−DI: 31.01

Momentum Oscillators

RSI (14): 35.72
NEUTRAL
Stoch %K: 14.11
Stoch %D: 10.09
Williams %R: -83.94

Volume & Volatility

BB Upper: $187.32
BB Lower: $161.82
NEUTRAL
OBV: -5,021,495
Vol SMA 20: 679,885
Vol ROC: 7.46%
ATR: $4.68
True Range: $2.15
HV 20: 30.9%
HV 30: 32.3%
HV 60: 29.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-09T00:00:00 – 2026-09-04T00:00:00
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
6 of 8 under expected move
Avg Expected Move
7.28%
Avg Actual Move
5.32%
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
2024-10-31 Pre-Market 6.62% 7.42% 1.12x Exceeded
2025-02-13 Pre-Market 5.22% 8.59% 1.65x Exceeded
2025-05-01 Pre-Market 8.81% 6.24% 0.71x Within
2025-08-07 Pre-Market 5.81% 2.24% 0.39x Within
2025-11-06 Pre-Market 8.84% 6.07% 0.69x Within
2026-02-12 Pre-Market 7.24% 1.53% 0.21x Within
2026-04-30 Pre-Market 7.20% 5.44% 0.76x Within
2026-07-30 Pre-Market 8.49% 5.02% 0.59x Within
Options Activity
IV Rank (30D)
1.99
IV Rank (7D)
28.08
Avg IV
40.0%
Straddle (30D)
$14.95
Straddle (7D)
$8.80
P/C Volume
0.67
Spread Scanner GPU
Full Algorithm Docs ↗

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

Stage 1 — Base Score (GPU scanner)

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

Stage 2 — Skew Adjustment (±25% cap)

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

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

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

Enter a ticker to scan for optimal spread opportunities.

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

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

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

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

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

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

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

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

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

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.96
Correlation (SPY)
36.3%
R²
0.13
Ann. Volatility
33.9%
SPY Volatility
12.8%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 96,147,681 (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.

540 filers52,889,733 shares$9.86B value55.01% of float
# Filer Shares Value % of Total % of Float Period
1 BAMCO INC /NY/ 7,279,087 $1.41B 14.32% 7.57% 2026-06-30
2 PRINCIPAL FINANCIAL GROUP INC 4,430,258 $858.77M 8.71% 4.61% 2026-06-30
3 BlackRock, Inc. Custodian 4,276,190 $828.90M 8.41% 4.45% 2026-06-30
4 VANGUARD GROUP INC Custodian 3,774,388 $605.11M 6.14% 3.93% 2025-12-31
5 WELLINGTON MANAGEMENT GROUP LLP Custodian 2,826,935 $547.97M 5.56% 2.94% 2026-06-30
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,739,255 $530.84M 5.39% 2.85% 2026-06-30
7 Fenelon Opportunity Fund Inc. 2,066,815 $390.63M 3.96% 2.15% 2026-06-30
8 VANGUARD CAPITAL MANAGEMENT LLC 1,784,964 $346.00M 3.51% 1.86% 2026-06-30
9 VANGUARD PORTFOLIO MANAGEMENT LLC 1,736,069 $336.52M 3.41% 1.81% 2026-06-30
10 MORGAN STANLEY Custodian 1,572,001 $304.72M 3.09% 1.64% 2026-06-30
11 STATE STREET CORP 1,430,468 $277.28M 2.81% 1.49% 2026-06-30
12 Veritas Asset Management LLP 1,326,362 $257.10M 2.61% 1.38% 2026-06-30
13 ALLIANCEBERNSTEIN L.P. 1,335,255 $192.00M 1.95% 1.39% 2026-06-30
14 GEODE CAPITAL MANAGEMENT, LLC Custodian 825,998 $159.71M 1.62% 0.86% 2026-06-30
15 GOLDMAN SACHS GROUP INC Custodian 723,649 $140.27M 1.42% 0.75% 2026-06-30
16 MARSHALL WACE, LLP Custodian 679,756 $131.76M 1.34% 0.71% 2026-06-30
17 UBS Group AG Custodian 660,164 $127.97M 1.30% 0.69% 2026-06-30
18 BANK OF AMERICA CORP /DE/ Custodian 555,544 $107.69M 1.09% 0.58% 2026-06-30
19 Legal & General Group Plc Custodian 468,447 $90.80M 0.92% 0.49% 2026-06-30
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 455,025 $88.20M 0.90% 0.47% 2026-06-30
21 NORTHERN TRUST CORP Custodian 373,586 $72.42M 0.73% 0.39% 2026-06-30
22 FMR LLC Custodian 368,659 $71.46M 0.73% 0.38% 2026-06-30
23 PAR CAPITAL MANAGEMENT INC 338,500 $65.61M 0.67% 0.35% 2026-06-30
24 DIMENSIONAL FUND ADVISORS LP Custodian 333,193 $64.60M 0.66% 0.35% 2026-06-30
25 VOLORIDGE INVESTMENT MANAGEMENT, LLC 307,151 $59.54M 0.60% 0.32% 2026-06-30
11 filers$45.01M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $8.16M 18.13% 2026-06-30
2 NOMURA HOLDINGS INC $8.14M 18.09% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $7.99M 17.74% 2026-06-30
4 Squarepoint Ops LLC $5.83M 12.96% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $4.96M 11.02% 2026-06-30
6 IMC-Chicago, LLC Custodian $4.38M 9.73% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $3.66M 8.14% 2026-06-30
8 WOLVERINE TRADING, LLC Custodian $1.52M 3.37% 2025-09-30
9 Walleye Trading LLC $213.22K 0.47% 2026-06-30
10 SIMPLEX TRADING, LLC Custodian $96.92K 0.22% 2026-06-30
11 Walleye Capital LLC $58.15K 0.13% 2026-06-30
10 filers$26.50M notional
# Filer Notional Value % of Total Period
1 Squarepoint Ops LLC $6.92M 26.11% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $5.02M 18.94% 2026-06-30
3 IMC-Chicago, LLC Custodian $4.57M 17.26% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $3.78M 14.28% 2025-09-30
5 CITADEL ADVISORS LLC Custodian $3.14M 11.85% 2026-06-30
6 Walleye Trading LLC $1.30M 4.90% 2026-06-30
7 JANE STREET GROUP, LLC Custodian $1.26M 4.75% 2026-06-30
8 SIMPLEX TRADING, LLC Custodian $232.61K 0.88% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $174.46K 0.66% 2026-06-30
10 Walleye Capital LLC $96.92K 0.37% 2026-06-30
Insider Activity
Latest: 2026-08-18
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
2026-08-18 SUSAN D KRONICK Director Sell (S) −1,700 $179.88 -$305.8K EDGAR
2026-08-04 Joan Bottarini See Remarks Sell (S) −1,825 $170.37 -$310.9K EDGAR
2026-06-23 MARK SAMUEL HOPLAMAZIAN See Remarks Sell (S) −120,000 $198.93 -$23.87M EDGAR
2026-06-16 Jason Pritzker Director Grant (A) +125 RSU — EDGAR
2026-06-16 HEIDI O'NEILL Director Award (A) +125 — EDGAR
2026-06-16 Tracey Thomas Travis Director Award (A) +125 — EDGAR
2026-06-03 ECI Trust - Julia Sell (S) −12,767 RSU — EDGAR
2026-06-03 David Udell See Remarks Mixed — $120.33 -$392.5K EDGAR
2026-06-03 JSPV P.G. Trust Sell (S) −18,233 RSU — EDGAR
2026-06-03 TSPV P.G. Trust Sell (S) −32,000 RSU — EDGAR
2026-06-03 DJPS P.G. Trust Sell (S) −30,000 RSU — EDGAR
2026-06-03 ACPS P.G. Trust Sell (S) −27,000 RSU — EDGAR
2026-06-01 Peter Sears See Remarks Mixed −5,594 $146.50 -$1.90M EDGAR
2026-06-01 MARK R VONDRASEK See Remarks Sell (S) −8,200 $185.26 -$1.52M EDGAR
2026-05-26 CARY D MCMILLAN Director Sell (S) −1,119 $174.96 -$195.8K 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
79 insiders · @ $165.85
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 Thomas Pritzker See Remarks 38,749,832 $6.43B -$901.36M 34 2026-05-22
2 Family U.S. Situs Trusts Pritzker 10%+ Owner 37,999,609 $6.30B -$901.35M 3 2012-01-03
3 GS SUNRAY HOLDINGS PARALLEL SUBCO, L.L.C. 10%+ Owner 8,963,025 $1.49B -$2.19B 13 2017-08-16
4 Dhabi Investment Authority Abu 10%+ Owner 4,763,005 $789.94M -$198.48M 1 2012-03-15
5 Gregory Boyd Penner 10%+ Owner 3,848,786 $638.32M -$340.47M 40 2016-12-12
6 Madrone GHC, LLC 10%+ Owner 3,791,550 $628.83M -$340.47M 18 2016-12-12
7 F.L.P. Trust #14 10%+ Owner 1,283,000 $212.79M -$200.10M 2 2024-06-20
8 Pritzker Traubert Foundation 704,229 $116.80M -$111.24M 1 2024-03-25
9 RICHARD A FRIEDMAN Director 604,707 $100.29M -$728.40M 54 2018-05-18
10 P.G. Penny Trust 600,000 $99.51M -$42.00M 1 2017-11-22
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: 2026-08-17
Last 30d: 1 filing · $308K notice value  ·  Last 90d: 5 filings · $25.6M notice value · 4 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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: MARK HOPLAMAZIAN REVOCABLE TRUST (2, $23.9M) · PAUL BALLEW (1, $1.1M) · JOAN BOTTARINI (1, $318K) · SUSAN KRONICK (1, $308K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-17 SUSAN KRONICK Director 1,700 $307.7K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-03 JOAN BOTTARINI Officer 1,825 $317.7K 2026-08-03 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-22 MARK HOPLAMAZIAN REVOCABLE TRUST Officer, Director 84,791 $16.71M 2026-06-22 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-18 MARK HOPLAMAZIAN REVOCABLE TRUST Officer, Director 35,209 $7.16M 2026-06-18 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-17 PAUL BALLEW Former Director 5,589 $1.15M 2026-06-17 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-02 TSPV P.G. Trust Affiliate 32,000 $5.88M 2026-06-02 J.P. Morgan Securities LLC — EDGAR
2026-06-02 JSPV P.G. Trust Affiliate 18,233 $3.35M 2026-06-02 J.P. Morgan Securities LLC — EDGAR
2026-06-02 ECI Trust - Julia Affiliate 12,767 $2.34M 2026-06-02 J.P. Morgan Securities LLC — EDGAR
2026-06-02 DJPS P.G. Trust Affiliate 30,000 $5.51M 2026-06-02 J.P. Morgan Securities LLC — EDGAR
2026-06-02 ACPS P.G. Trust Affiliate 27,000 $4.96M 2026-06-02 J.P. Morgan Securities 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: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-28 0001104659-26-067209 EDGAR
2026-05-22 0001104659-26-065756 EDGAR
2026-04-30 0001468174-26-000013 EDGAR
2026-03-27 0001104659-26-036206 EDGAR
2026-02-17 0001104659-26-015532 EDGAR
2026-02-12 0001468174-26-000004 EDGAR
2025-12-30 0001104659-25-125229 EDGAR
2025-11-26 0001104659-25-116442 EDGAR
2025-11-17 0001104659-25-112977 EDGAR
2025-11-07 0001104659-25-108510 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-13 0001468174-26-000007 EDGAR
2025-02-13 0001468174-25-000009 EDGAR
2024-02-23 0001468174-24-000014 EDGAR
2023-02-16 0001468174-23-000009 EDGAR
2022-02-17 0001468174-22-000016 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-30 0001468174-26-000017 EDGAR
2025-11-06 0001468174-25-000111 EDGAR
2025-08-08 0001468174-25-000092 EDGAR
2025-05-01 0001468174-25-000057 EDGAR
2024-10-31 0001468174-24-000107 EDGAR
2024-08-06 0001468174-24-000090 EDGAR
2024-05-09 0001468174-24-000061 EDGAR
2023-11-02 0001468174-23-000096 EDGAR
2023-08-03 0001468174-23-000079 EDGAR
2023-05-04 0001468174-23-000053 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 Ratio202.3
P/B Ratio4.7
P/S Ratio2.2
EV/EBITDA21.4
TTM Revenue$7.2B
TTM Net Income$0.1B
TTM EPS$0.82
ROE2.4%
Dividend Yield0.37%
Debt/Equity1.29