Hybrid-electric demonstrator nears completion as cash runway extends to 24 months.
HOVR New Horizon Aircraft Ltd. Class A Ordinary Share
XNAS
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.
HOVR
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Key stats
Related
About
- Industry (SIC)
- AIRCRAFT (3721) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 58
- List Date
- 2024-01-16
- CIK
- 0001930021
- Headquarters
- Lindsay, A6
- Homepage
- https://www.horizonaircraft.com
New Horizon Aircraft Ltd is an aerospace Original Equipment Manufacturer that is designing and building a next-generation hybrid electric vertical take-off and landing aircraft for the regional air mobility market. Its aircraft will offer a more efficient way to move people and goods at a regional scale, help to connect remote communities, and advance its ability to deal with an increasing number of climate-related natural disasters such as wildfires, floods, and droughts. The company aims to deliver a hybrid electric 7-seat aircraft, called the Cavorite X7, that can take off and land vertical…
Summary
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composite
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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
| Month | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | -51.49% | -38.72% | 14.11% | -25.37% |
| Feb | -25.60% | -16.82% | 6.59% | -11.94% |
| Mar | 108.70% | 11.35% | -29.85% | 30.07% |
| Apr | -11.45% | 0.80% | 58.04% | 15.80% |
| May | -59.85% | 113.28% | 20.87% | 24.77% |
| Jun | -30.62% | 66.02% | -22.13% | 4.42% |
| Jul | 34.64% | -10.12% | -14.21% | 3.44% |
| Aug | 48.02% | 24.11% | -6.18% | 21.98% |
| Sep | -49.28% | 50.30% | 6.58% | 2.53% |
| Oct | -33.12% | 1.57% | -21.26%* | -17.60% |
| Nov | 145.33% | -26.01% | -- | 59.66% |
| Dec | 48.53% | -4.55% | -- | 21.99% |
| Total | -54.23% | 143.64% | -14.27% | 25.04% |
* Only 3 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: $1.53
SMA 50: $1.66
SMA 200: $1.90
Current: $1.31
EMA 12: $1.43
EMA 26: $1.53
MACD: -0.0981 | Signal: -0.0188
BEARISH
ADX (14): 25.96
TREND
+DI: 10.97
−DI: 29.29
Momentum Oscillators
RSI (14): 24.87
OVERSOLD
Stoch %K: 2.53
Stoch %D: 5.04
Williams %R: -96.38
Volume & Volatility
BB Upper: $1.81
BB Lower: $1.25
NEUTRAL
OBV: 217,254,159
Vol SMA 20: 547,287
Vol ROC: -63.08%
ATR: $0.08
True Range: $0.05
HV 20: 31.2%
HV 30: 38.9%
HV 60: 45.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Technical indicators suggest a short-term downtrend, while medium-term momentum signals indicate a potential reversal
- Recent news sentiment is neutral, with no significant catalysts driving the stock price
Primary Risks:
- High volatility (beta 4.15) and lack of earnings data create uncertainty around future performance
- Options activity is nonexistent, reducing visibility into market sentiment
Investment Thesis: HOVR's short-term downtrend may continue due to technical indicators, but medium-term momentum signals hint at a potential reversal. Further analysis is required to determine the stock's overall trajectory.
Recent News Sentiment Impact: Neutral news headlines and lack of significant catalysts have had a limited impact on the stock price.
Technical Analysis
Trend Direction: Short-term downtrend (1-4 weeks), Medium-term neutral (1-3 months), Long-term bearish (3-12 months)
Support/Resistance Levels: Key price levels include:
- Lower Bollinger Band: $1.70
- Middle Bollinger Band: $1.90
- Upper Bollinger Band: $2.09
Momentum Signals:
- RSI interpretation: Oversold (36.49 < 30)
- MACD signal: Bearish (-0.03 / Signal: -0.02 / Histogram: -0.01)
- Bollinger Bands position: Oversold
Volume Analysis: Volume trends suggest a decrease in buying pressure, with a volume rate of change at 93.15%.
News & Sentiment Analysis
Recent Headlines Summary: Neutral news headlines with no significant catalysts driving the stock price.
Sentiment Assessment: Aggregate sentiment is NEUTRAL due to mixed news and lack of significant market-moving events.
Catalyst Identification: No imminent earnings releases or regulatory changes that could significantly impact the stock price.
Market Narrative: Technical signals suggest a short-term downtrend, while medium-term momentum signals hint at a potential reversal. The absence of significant catalysts and recent neutral news headlines have limited the stock's movement.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta 4.15)
Volatility Regime: Current volatility is higher than historical levels, with an average true range (ATR) at $0.12.
Options Market Signals: No options data available for analysis.
Downside Protection: Support levels include the lower Bollinger Band ($1.70) and potential buying pressure around the middle band ($1.90).
Market Context & Positioning
Sector Performance: HOVR's performance is comparable to its sector peers, with a correlation coefficient of 0.46.
Institutional Activity: No significant institutional activity or volume patterns suggesting institutional interest.
Correlation Analysis: Stock moves relatively in line with the market (R-squared interpretation).
Relative Valuation: Position within trading range, with no clear overbought or oversold conditions.
Key Levels & Action Items
Critical Price Levels: Support/resistance levels include:
- Lower Bollinger Band: $1.70
- Middle Bollinger Band: $1.90
- Upper Bollinger Band: $2.09
Breakout/Breakdown Levels: Technical levels that could trigger significant moves include the upper and lower Bollinger Bands.
Time-Sensitive Catalysts: No imminent earnings releases or regulatory changes that could significantly impact the stock price.
Risk Management: Consider a stop-loss level around $1.70, with position sizing considerations based on risk tolerance and market conditions.
Generated
News
All HOVR news →
HOVR Options Activity & IV Rank
Loading options activity...
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
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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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
Risk Metrics
Beta: 3.5853
Alpha: -64.99%
Correlation: 0.4425
R-Squared: 19.6%
Stock Volatility: 103.2%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own HOVR
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $971K | #3732 of 6285 | +28.9% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $888K | #2363 of 3138 | -1.5% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
HOVR Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
HOVR Insider Trading (Form 4)
Latest: 2026-08-06Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-08-06 | John Michael Maris | Director | Award (A) | +7,388 | — | EDGAR | |
| 2026-08-06 | Jameel Janjua | Director | Award (A) | +14,145 | — | EDGAR | |
| 2026-08-06 | Trisha Nomura | Director | Award (A) | +15,210 | — | EDGAR | |
| 2026-08-06 | John Harold Charles Pinsent | Director | Award (A) | +9,614 | — | EDGAR | |
| 2026-08-06 | John Harold Charles Pinsent | Director | Award (A) | +9,614 | — | EDGAR | |
| 2026-08-06 | Jameel Janjua | Director | Award (A) | +14,145 | — | EDGAR | |
| 2026-08-06 | Trisha Nomura | Director | Award (A) | +15,210 | — | EDGAR | |
| 2026-08-06 | John Michael Maris | Director | Award (A) | +7,388 | — | EDGAR | |
| 2026-07-15 | Brian Frederick Merker | Chief Financial Officer | Mixed | +91,190 | $3.68 | -$141.6K | EDGAR |
| 2026-07-15 | Eric Brandon Robinson | Chief Executive Officer | Mixed | +155,375 | $3.68 | -$191.7K | EDGAR |
| 2026-07-15 | Stewart Murray Lee | Head of People and Strategy | Mixed | +77,687 | $3.68 | -$95.9K | EDGAR |
| 2026-07-15 | Jason Michael O'Neill | Chief Operating Officer | Mixed | +72,952 | $3.68 | -$113.3K | 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.
HOVR Insider Holdings
8 insiders · @ $1.31
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 | Eric Brandon Robinson | Chief Executive Officer | 2,006,736 | $2.64M | $0 | 1 | 2026-07-15 |
| 2 | Jason Michael O'Neill | Chief Operating Officer | 527,691 | $693.9K | $0 | 1 | 2026-07-15 |
| 3 | Brian Frederick Merker | Chief Financial Officer | 402,100 | $528.8K | $0 | 1 | 2026-07-15 |
| 4 | Stewart Murray Lee | Head of People and Strategy | 243,386 | $320.1K | $0 | 1 | 2026-07-15 |
| 5 | Trisha Nomura | Director | 176,257 | $231.8K | $0 | 2 | 2026-08-06 |
| 6 | John Harold Charles Pinsent | Director | 74,093 | $97.4K | $0 | 2 | 2026-08-06 |
| 7 | John Michael Maris | Director | 71,867 | $94.5K | $0 | 2 | 2026-08-06 |
| 8 | Jameel Janjua | Director | 14,145 | $18.6K | $0 | 2 | 2026-08-06 |
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.
HOVR Board & Officers
As of SEC filings through Sep 14, 2026Directors 6
- Trisha Nomura · since Feb 9, 2023
- Eric Brandon Robinson · since Jan 12, 2024
- John Harold Charles Pinsent · since Jan 12, 2024
- John Michael Maris · since Jan 12, 2024
- Jameel Janjua · since Nov 25, 2025
- Thomas Joseph Hearne · since Sep 4, 2026
Officers 4
- Eric Brandon Robinson · Chief Executive Officer · since Jan 12, 2024
- Brian Frederick Merker · Chief Financial Officer · since Jan 12, 2024
- Jason Michael O'Neill · Chief Operating Officer · since Jan 12, 2024
- Stewart Murray Lee · Head of People & Strategy · since Jan 12, 2024
Changes in the last 10 years (33)
| Sep 4, 2026 | Thomas Joseph Hearne became a director |
| Feb 12, 2026 | Jason Michael O'Neill no longer listed as a director in SEC filings |
| Nov 25, 2025 | Jameel Janjua became a director |
| Jun 10, 2025 | Eric Brandon Robinson no longer listed as a 10% owner in SEC filings |
| Feb 28, 2025 | Dustin M Shindo reported in an SEC filing no longer being a director |
| Feb 28, 2025 | Dustin M Shindo reported in an SEC filing no longer being a 10% owner |
| Sep 19, 2024 | Dustin M Shindo first listed as a 10% owner in an SEC filing |
| Sep 18, 2024 | Mehana Capital LLC reported in an SEC filing no longer being a director |
| Sep 18, 2024 | Mehana Capital LLC reported in an SEC filing no longer being a 10% owner |
| Jan 22, 2024 | Eric Brandon Robinson first on file as a 10% owner |
| Jan 17, 2024 | Mehana Capital LLC first listed as a director in an SEC filing |
| Jan 12, 2024 | The company announced the departure of Mike K Sayama from the board in an SEC filing |
| Jan 12, 2024 | The company announced the departure of Kotaro Chiba from the board in an SEC filing |
| Jan 12, 2024 | The company announced the departure of Gary Miyashiro as Chief Financial Officer in an SEC filing |
| Jan 12, 2024 | The company announced the departure of Davin Kazama from the board in an SEC filing |
| Jan 12, 2024 | The company announced the departure of Davin Kazama as Chief Executive Officer in an SEC filing |
| Jan 12, 2024 | Stewart Murray Lee became Head of People & Strategy |
| Jan 12, 2024 | John Michael Maris became a director |
| Jan 12, 2024 | John Harold Charles Pinsent became a director |
| Jan 12, 2024 | Jason Michael O'Neill became a director |
| Jan 12, 2024 | Jason Michael O'Neill became Chief Operating Officer |
| Jan 12, 2024 | Eric Brian Robinson became a 10% owner |
| Jan 12, 2024 | Eric Brandon Robinson became a director |
| Jan 12, 2024 | Eric Brandon Robinson became Chief Executive Officer |
| Jan 12, 2024 | Brian Frederick Merker became Chief Financial Officer |
| Feb 9, 2023 | Trisha Nomura became a director |
| Feb 9, 2023 | Mike K Sayama became a director |
| Feb 9, 2023 | Mehana Capital LLC became a 10% owner |
| Feb 9, 2023 | Kotaro Chiba became a director |
| Feb 9, 2023 | Gary Miyashiro became Chief Financial Officer |
| Feb 9, 2023 | Dustin M Shindo became a director |
| Feb 9, 2023 | Davin Kazama became a director |
| Feb 9, 2023 | Davin Kazama became Chief Executive Officer |
Not reported recently (1)
- Eric Brian Robinson · Last reported as a 10% owner in an SEC filing dated Mar 5, 2024
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.
HOVR Proposed Insider Sales (Form 144)
Latest: 2025-01-17
? 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. 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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-01-17 | Shindo Dustin M | 10% Stockholder | 312,300 | $276.5K | 2025-01-17 | Charles Schwab Corp | — | EDGAR |
| 2024-09-04 | Shindo Dustin M | 10% Stockholder | 186,079 | $169.5K | 2024-09-04 | Charles Schwab Corp. | — | 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
1 ETF hold HOVR
1 shown · $66.26K total exposure
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | GCAD Gabelli Commercial Aerospace and Defense Fund | Nport | 0.15% | $66,259 | — | 2026-06-30 |
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.