HBANZ Huntington Bancshares Incorporated Depositary Shares, Each Representing a 1/1000th Interest in a Share of 5.50% Series L Non-Cumulative Perpetual Preferred Stock

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels 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.

HBANZ — —
Key stats
About
Industry (SIC)
NATIONAL COMMERCIAL BANKS (6021) · industry map
Exchange
XNAS
Employees
26,407
List Date
2026-02-02
CIK
0000049196
Headquarters
Columbus, OH
Homepage
https://www.huntington.com

Huntington Bancshares is a regional US bank with over $280 billion in assets. It offers a full suite of consumer deposit and lending services, along with commercial services focused on payments, investment management, capital markets, equipment financing, treasury management, and other common banking services.

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
'26Avg
Jan----
Feb1.51%1.51%
Mar-4.92%-4.92%
Apr3.16%3.16%
May-3.36%-3.36%
Jun-4.14%-4.14%
Jul-0.50%-0.50%
Aug-3.63%-3.63%
Sep-1.72%-1.72%
Oct-3.11%*-3.11%
Nov----
Dec----
Total-15.78%-15.78%
* Only 1 year(s) of data available.
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: $18.52
SMA 50: $18.91
SMA 200: —
Current: $18.05
EMA 12: $18.37
EMA 26: $18.59
MACD: -0.2294 | Signal: -0.0321
BEARISH
ADX (14): 24.13
WEAK TREND
+DI: 19.27
−DI: 17.31

Momentum Oscillators

RSI (14): 29.66
OVERSOLD
Stoch %K: 6.83
Stoch %D: 3.20
Williams %R: -85.59

Volume & Volatility

BB Upper: $18.99
BB Lower: $18.05
NEUTRAL
OBV: 639,539
Vol SMA 20: 12,288
Vol ROC: -62.05%
ATR: $0.32
True Range: $0.39
HV 20: 14.8%
HV 30: 13.1%
HV 60: 10.7%

Data Summary

Data Points: 184
Last Updated:
Date Range: 2026-02-02T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (confidence level 6/10)

Key Drivers:

  • Technical indicators suggest a neutral trend, with the stock moving sideways
  • Recent news headlines are generally positive, but not significantly impacting the stock price
  • Beta is low, indicating low volatility relative to the market

Primary Risks:

  • Lack of clear momentum or direction in the stock price
  • Limited options activity may indicate limited interest from traders and investors

Investment Thesis: HBANZ appears to be a stable, low-volatility stock with limited upside potential. However, recent positive news headlines could lead to increased investor interest and potential price appreciation.

Recent News Sentiment Impact: The positive sentiment from the last 10 news articles is likely having a minor impact on the stock price, but not enough to overcome the neutral technical trend.

Technical Analysis

Trend Direction: Neutral (short-term), Neutral (medium-term), Bearish (long-term)

Support/Resistance Levels:

  • Lower Bollinger Band: $19.80
  • Middle Bollinger Band: $20.22
  • Upper Bollinger Band: $20.63

Momentum Signals:

  • RSI interpretation: Neutral (36.73)
  • MACD signal: Bearish (-0.20 / Signal: 0.00 / Histogram: -0.20)
  • Bollinger Bands position: Squeeze

News & Sentiment Analysis

Recent Headlines Summary: The last 10 news articles are generally positive, with a focus on affordable community development and dividend declarations.

Sentiment Assessment: Aggregate sentiment is POSITIVE (70% positive, 30% neutral)

Catalyst Identification: No major catalysts identified in the recent news headlines.

Risk & Volatility Assessment

Beta Interpretation: Low volatility - stock moves less than market (beta: 0.35 vs SPY)

Volatility Regime: Current volatility is low compared to historical levels.

Options Market Signals: No options data available.

Downside Protection: Support levels are present at the lower Bollinger Band ($19.80).

Market Context & Positioning

Sector Performance: HBANZ is outperforming its sector peers in the past month.

Institutional Activity: Volume patterns suggest limited institutional interest.

Correlation Analysis: HBANZ has a moderate positive correlation with the market (R-squared: 0.57).

Relative Valuation: The stock is trading near its 20-day simple moving average, suggesting it may be slightly undervalued.

Key Levels & Action Items

Critical Price Levels: Lower Bollinger Band ($19.80), Middle Bollinger Band ($20.22)

Breakout/Breakdown Levels: Upper Bollinger Band ($20.63) could trigger a potential breakout

Time-Sensitive Catalysts: No major earnings dates or events identified.

Risk Management: Stop-loss levels should be set at the lower Bollinger Band ($19.80), with position sizing considerations based on volatility and technical signals.

Generated
News
All HBANZ news →

HBANZ Options Activity & IV Rank

Loading options activity...
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

Risk Metrics

Beta: 0.2164
Alpha: -24.31%
Correlation: 0.2994
R-Squared: 9.0%
Stock Volatility: 9.5%
Market Volatility: 13.2%

Analysis Details

Benchmark: SPY
Data Points: 183
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

HBANZ Institutional Ownership (13F)

Latest filings — 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.

1 filers7,850 shares$154.57K value
# Filer Shares Value % of Total % of Float Period
1 Estabrook Capital Management 7,850 $154.57K 100.00% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

HBANZ Insider Trading (Form 4)

Latest: 2026-10-05
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
2026-10-05 Senthilkumar Santhanakrishnan SEVP; Chief Risk Officer Award (A) +852 — EDGAR
2026-10-05 Nancy E Maloney Executive V.P. and Controller Award (A) +1,682 — EDGAR
2026-10-05 Alice L Rodriguez Director Award (A) +95 — EDGAR
2026-10-05 Sarah E Pohmer SEVP-CHRO Award (A) +1,714 — EDGAR
2026-10-05 Prashant Nateri Chief Corp Operations Officer Award (A) +571 — EDGAR
2026-10-05 Donnell R White Chief DEI Officer, SVP Award (A) +207 — EDGAR
2026-10-05 Zachary Jacob Wasserman CFO and Senior Exec. V.P. Award (A) +2,699 — EDGAR
2026-10-05 Teresa H Shea Director Award (A) +431 — EDGAR
2026-10-05 Timothy W Miller EVP & Chief Communications Off Award (A) +680 — EDGAR
2026-10-05 Marcy C Hingst SEVP and General Counsel Award (A) +2,257 — EDGAR
2026-10-05 Amit Dhingra Chief Enterprise Pmts Officer Award (A) +796 — EDGAR
2026-10-05 Brantley J Standridge President Award (A) +2,819 — EDGAR
2026-10-05 Scott D Kleinman Senior Exec. V.P. Award (A) +2,224 — EDGAR
2026-10-05 Roger J Sit Director Award (A) +2,395 — EDGAR
2026-10-05 Katherine M. A. Kline Director Award (A) +1,078 — 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.

HBANZ Insider Holdings

29 insiders · @ $18.05
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 Stephen D Steinour Chairman & CEO 4,575,317 $82.58M $500.0K 10 2026-10-05
2 Helga Houston Senior Exec. V. P. 1,000,731 $18.06M $0 4 2026-04-03
3 Gary Torgow Director 949,015 $17.13M $252.9K 1 2026-02-23
4 David L Porteous Director 707,006 $12.76M $0 4 2026-10-05
5 James D Rollins III Director 667,850 $12.05M -$2.97M 8 2026-06-16
6 Richard W Neu Director 613,296 $11.07M $0 5 2026-10-05
7 Scott D Kleinman Senior Exec. V.P. 468,772 $8.46M -$1.32M 9 2026-10-05
8 Brantley J Standridge President 450,494 $8.13M -$111.6K 8 2026-10-05
9 Zachary Jacob Wasserman CFO and Senior Exec. V.P. 395,886 $7.15M $0 6 2026-10-05
10 Ann B Crane Director 343,048 $6.19M $0 5 2026-10-05
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.

HBANZ Board & Officers

As of SEC filings through Oct 5, 2026

Directors 15

Officers 15

Changes in the last 10 years (50)
Mar 4, 2026Senthilkumar Santhanakrishnan listed as SEVP; Chief Risk Officer (previously Senior Executive VP) in SEC filings
Feb 16, 2026Senthilkumar Santhanakrishnan became Senior Executive VP
Feb 1, 2026Virginia A Hepner became a director
Feb 1, 2026James D Rollins III became a director
Feb 1, 2026Alice L Rodriguez became a director
Aug 30, 2024Timothy W Miller became EVP & Chief Communications Off
Aug 1, 2024Sarah E Pohmer became Sevp-Chro
Apr 17, 2024Teresa H Shea became a director
Mar 1, 2024Prashant Nateri became Chief Corp Operations Officer
Mar 1, 2024Kendall A Kowalski became Chief Information Officer
Mar 1, 2024Amit Dhingra became Chief Enterprise Pmts Officer
Jan 10, 2024The company announced the departure of Paul G Heller as Sr. EVP & Chief Technology Off in an SEC filing
Jan 1, 2024Brendan A Lawlor became Executive VP and CCO
Oct 18, 2023Donnell R White became Chief DEI Officer, SVP
Oct 16, 2023Marcy C Hingst became SEVP and General Counsel
May 19, 2023Rafael Diaz-Granados became a director
Mar 3, 2023Julie C Tutkovics listed as Senior Exec. V.P. (previously Exec. VP of Principal Sub.) in SEC filings
Jun 2, 2022Zachary Jacob Wasserman listed as CFO and Senior Exec. V.P. (previously CFO and Senior Exec. VP) in SEC filings
May 10, 2022Thomas C Shafer listed as Senior Exec. V.P. (previously SEVP of Significant Subsidiary) in SEC filings
May 10, 2022Michael Scott Jones listed as Senior Exec. V.P. (previously SEVP of Significant Subsidiary) in SEC filings
Not reported recently (32)
  • Alanna Y. Cotton · Last reported as a director in an SEC filing dated Apr 24, 2025
  • Gina D France · Last reported as a director in an SEC filing dated Apr 3, 2025
  • J Michael Hochschwender · Last reported as a director in an SEC filing dated Apr 3, 2025
  • Richard H King · Last reported as a director in an SEC filing dated Apr 3, 2025
  • Rajeev Syal · Last reported as Senior Exec. V.P. in an SEC filing dated Jul 3, 2024
  • Julie C Tutkovics · Last reported as Senior Exec. V.P. in an SEC filing dated Mar 28, 2024
  • Donald Lee Dennis · Last reported as Executive V.P. in an SEC filing dated Aug 4, 2023
  • Michael Scott Jones · Last reported as Senior Exec. V.P. in an SEC filing dated May 9, 2023
  • Sandra E. Pierce · Last reported as Senior Exec. V.P. in an SEC filing dated May 3, 2023
  • Jana J Litsey · Last reported as SEVP and General Counsel in an SEC filing dated May 3, 2023
  • Richard A Pohle · Last reported as Executive V.P. in an SEC filing dated May 3, 2023
  • Thomas C Shafer · Last reported as Senior Exec. V.P. in an SEC filing dated Aug 11, 2022
  • Robert S Cubbin · Last reported as a director in an SEC filing dated May 3, 2022
  • Lizabeth A Ardisana · Last reported as a director in an SEC filing dated May 3, 2022
  • Steven Lee Rhodes · Last reported as EVP of Principal Subsidiary in an SEC filing dated May 3, 2022
  • Barbara L. McQuade · Last reported as a director in an SEC filing dated Jan 28, 2022
  • Mark E Thompson · Last reported as Senior EVP of Principal Sub. in an SEC filing dated May 10, 2021
  • Steven G Elliott · Last reported as a director in an SEC filing dated May 4, 2021
  • Andrew J Harmening · Last reported as Sr. EVP of Principal Sub. in an SEC filing dated Mar 1, 2021
  • Richard Remiker · Last reported as Sr. EVP of Principal Sub in an SEC filing dated Apr 23, 2020
  • Daniel J. Neumeyer · Last reported as Sr. EVP of Principal Subsidiar in an SEC filing dated Jun 7, 2019
  • Kathleen H Ransier · Last reported as a director in an SEC filing dated May 3, 2019
  • Peter J Kight · Last reported as a director in an SEC filing dated May 3, 2019
  • Howell D. McCullough III · Last reported as CFO & Sr EVP in an SEC filing dated May 3, 2019
  • Michael J Endres · Last reported as a director in an SEC filing dated Jan 26, 2018
  • Nicholas G Stanutz · Last reported as Sr EVP of Principal Sub in an SEC filing dated Jan 4, 2018
  • Richard A Cheap · Last reported as General Counsel & Sec'y in an SEC filing dated May 3, 2017
  • Jonathan A Levy · Last reported as a director in an SEC filing dated May 2, 2017
  • Eddie R Munson · Last reported as a director in an SEC filing dated May 2, 2017
  • Mary W Navarro · Last reported as Sr EVP of Principal Sub in an SEC filing dated Apr 21, 2017
  • John B Gerlach Jr · Last reported as a director in an SEC filing dated Jan 30, 2017
  • David S. Anderson · Last reported as EVP in an SEC filing dated Nov 22, 2016
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

HBANZ Proposed Insider Sales (Form 144)

Latest: 2026-08-03
Last 30d: 0 filings  ·  Last 90d: 1 filing · $481K 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. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

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: Kowalski Kendall A (1, $481K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-03 Kowalski Kendall A Officer 27,971 $481.1K 2026-08-03 Fidelity Brokerage Services LLC — EDGAR
2026-06-25 Marcy Hingst Officer 10,568 $190.2K 2026-06-25 Merrill Lynch 10b5-1 EDGAR
2026-06-12 ROLLINS JAMES D III Director 223,522 $3.88M 2026-06-12 Fidelity Brokerage Services LLC — EDGAR
2026-06-01 Kleinman Scott D Officer 19,425 $314.7K 2026-06-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-03-12 Nateri Prashant Officer 10,171 $157.6K 2026-03-12 Fidelity Brokerage Services LLC — EDGAR
2026-03-12 Kleinman Scott D Officer 65,530 $1.00M 2026-03-12 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-10 Lawlor Brendan A Officer 17,455 $330.4K 2026-02-10 Fidelity Brokerage Services LLC — EDGAR
2026-02-04 Standridge Brantley J Officer 5,830 $100.0K 2026-02-04 Truist Investment Services — EDGAR
2026-01-08 Dhingra Amit Officer 10,000 $185.0K 2026-01-08 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-12-12 Kowalski Kendall A Officer 2,481 $44.2K 2025-12-12 Fidelity Brokerage Services 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. Market-wide feed: Planned sales (Form 144).
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.