Hewlett Packard Enterprise Company(HPE)
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.
HPE
$45.33
—
Snapshot
$45.33
- 52-Week Range
- $19.64 – $64.25
- YTD
- +87.53%
- IV Rank (30D)
- 26.88
- Straddle Price
- $7.58
- P/C Vol Ratio
- 0.67
- Market Cap
- $59.8B
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) | 4.58% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 8.44% |
| Volatility Risk Premium | +15.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +14.8% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $4.0B |
| Return on Equity (TTM) | 5.7% |
| Book / Price | 40.6% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 33.2% |
| FCF Margin (TTM) | 10.6% |
| Debt / Equity | 0.72 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +4.6% (reverse-DCF on current price) |
| SMA 50 | $42.64 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $46.27 |
| Bollinger Width / SMA20 | 44.2% (drives anchor stability) |
| Net Debt | $12.9B |
| Market Cap | $62B |
Peers used for multiples: AAPL, AMD, AVGO, INTC, MCHP, MSFT, NVDA, ORCL
Model Conviction
86%
20-Day Fair Value
≈ by Aug 17, 2026
$48.22
α +5.2%
rank 92%
40-Day Fair Value
≈ by Sep 15, 2026
$54.46
α +18.9%
rank 95%
60-Day Fair Value
≈ by Oct 14, 2026
$52.84
α +15.3%
rank 98%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $73.90 | 22% | |
| DDM (Gordon) | $11.52 | 0% | |
| Peer P/E | $46.62 | 7% | median 39.2× · 7 peers |
| Peer EV/EBITDA | $131.35 | 7% | median 36.2× · 8 peers |
| Peer P/B | $204.91 | 7% | median 11.2× · 8 peers |
| Peer P/S | $308.15 | 7% | median 10.3× · 8 peers |
| Market Anchor (SMA50) | $42.64 | 28% | stability 63% (BB-width) |
| Options Expected (B-L 30d) | $41.32 | 22% | 44 strikes · skew +0.71 |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- COMPUTER & OFFICE EQUIPMENT (3570)
- Exchange
- XNYS
- Market Cap
- $59.8B
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment; it also has a high-performance computing business. HPE's stated goal is to be a complete edge-to-cloud company. Its portfolio enables hybrid clouds and hyperconverged infrastructure.
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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.16% | 11 |
| Feb | +1.18% | 11 |
| Mar | +2.04% | 11 |
| Apr | +0.85% | 11 |
| May | +5.00% | 11 |
| Jun | +0.77% | 11 |
| Jul | +2.05% | 11 |
| Aug | +0.17% | 10 |
| Sep | +0.99% | 10 |
| Oct | -0.94% | 10 |
| Nov | +4.86% | 11 |
| Dec | +1.88% | 11 |
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: $46.15
SMA 50: $42.95
SMA 200: $28.36
Current: $45.82
EMA 12: $46.40
EMA 26: $45.56
MACD: 0.8362 | Signal: -0.2465
BULLISH
ADX (14): 20.82
WEAK TREND
+DI: 24.72
−DI: 27.01
Momentum Oscillators
RSI (14): 50.86
NEUTRAL
Stoch %K: 52.08
Stoch %D: 62.36
Williams %R: -50.75
Volume & Volatility
BB Upper: $50.79
BB Lower: $41.50
NEUTRAL
OBV: 1,252,015,692
Vol SMA 20: 22,300,491
Vol ROC: -22.13%
ATR: $2.95
True Range: $3.12
HV 20: 65.5%
HV 30: 63.6%
HV 60: 73.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
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
The AI infrastructure build-out has entered a new phase, as more companies seek control over their own systems.
Earnings History
6 of 6 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-09-04 | After-Close | 9.73% | 3.89% | 0.40x | Within |
| 2025-06-03 | After-Close | 7.79% | 2.41% | 0.31x | Within |
| 2025-09-03 | After-Close | 9.41% | 5.01% | 0.53x | Within |
| 2025-12-04 | After-Close | 7.69% | 0.37% | 0.05x | Within |
| 2026-03-09 | After-Close | 9.73% | 2.54% | 0.26x | Within |
| 2026-06-01 | After-Close | 27.05% | 0.90% | 0.03x | Within |
Options Activity
- IV Rank (30D)
- 26.88
- IV Rank (7D)
- 50.35
- Avg IV
- 78.7%
- Straddle (30D)
- $7.58
- Straddle (7D)
- $4.04
- P/C Volume
- 0.67
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)
- 1.90
- Correlation (SPY)
- 47.4%
- R²
- 0.22
- Ann. Volatility
- 50.7%
- SPY Volatility
- 12.6%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 1,383,250,000 (as of 2026-04-30)
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.
36 filers$369.85M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $61.59M | 16.65% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $54.32M | 14.69% | 2026-03-31 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $47.84M | 12.93% | 2026-03-31 |
| 4 | UBS Group AG Custodian | $30.36M | 8.21% | 2026-03-31 |
| 5 | Point72 Asset Management, L.P. | $25.85M | 6.99% | 2026-03-31 |
| 6 | NOMURA HOLDINGS INC | $24.44M | 6.61% | 2026-03-31 |
| 7 | PEAK6 LLC | $19.70M | 5.33% | 2026-03-31 |
| 8 | GOLDMAN SACHS GROUP INC Custodian | $13.71M | 3.71% | 2026-03-31 |
| 9 | BARCLAYS PLC Custodian | $13.33M | 3.61% | 2026-03-31 |
| 10 | WOLVERINE TRADING, LLC Custodian | $13.01M | 3.52% | 2025-09-30 |
| 11 | D. E. Shaw & Co., Inc. Custodian | $9.52M | 2.58% | 2026-03-31 |
| 12 | Walleye Trading LLC | $8.92M | 2.41% | 2026-03-31 |
| 13 | Cubist Systematic Strategies, LLC | $6.62M | 1.79% | 2025-09-30 |
| 14 | LMR Partners LLP | $5.63M | 1.52% | 2026-03-31 |
| 15 | Walleye Capital LLC | $4.73M | 1.28% | 2026-03-31 |
| 16 | CAPITAL FUND MANAGEMENT S.A. | $4.58M | 1.24% | 2026-03-31 |
| 17 | Squarepoint Ops LLC | $4.44M | 1.20% | 2026-03-31 |
| 18 | Caption Management, LLC | $4.29M | 1.16% | 2026-03-31 |
| 19 | TUDOR INVESTMENT CORP ET AL | $4.04M | 1.09% | 2026-03-31 |
| 20 | WELLS FARGO & COMPANY/MN Custodian | $3.35M | 0.91% | 2026-03-31 |
| 21 | CITIGROUP INC Custodian | $2.92M | 0.79% | 2026-03-31 |
| 22 | Qube Research & Technologies Ltd | $1.73M | 0.47% | 2026-03-31 |
| 23 | MILLENNIUM MANAGEMENT LLC Custodian | $1.57M | 0.42% | 2026-03-31 |
| 24 | TWO SIGMA INVESTMENTS, LP | $809.54K | 0.22% | 2026-03-31 |
| 25 | HAP TRADING, LLC | $609.55K | 0.16% | 2025-09-30 |
32 filers$348.36M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $54.12M | 15.54% | 2026-03-31 |
| 2 | GOLDMAN SACHS GROUP INC Custodian | $50.00M | 14.35% | 2026-03-31 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $49.53M | 14.22% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $49.48M | 14.20% | 2026-03-31 |
| 5 | Walleye Trading LLC | $14.27M | 4.10% | 2026-03-31 |
| 6 | MARSHALL WACE, LLP Custodian | $13.71M | 3.94% | 2026-03-31 |
| 7 | BARCLAYS PLC Custodian | $13.33M | 3.83% | 2026-03-31 |
| 8 | Portman Square Capital LLP | $11.85M | 3.40% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $10.36M | 2.97% | 2026-03-31 |
| 10 | CAPITAL FUND MANAGEMENT S.A. | $9.80M | 2.81% | 2026-03-31 |
| 11 | Cubist Systematic Strategies, LLC | $9.01M | 2.59% | 2025-09-30 |
| 12 | LMR Partners LLP | $8.07M | 2.32% | 2026-03-31 |
| 13 | WOLVERINE TRADING, LLC Custodian | $7.43M | 2.13% | 2025-09-30 |
| 14 | Squarepoint Ops LLC | $5.62M | 1.61% | 2026-03-31 |
| 15 | Laurion Capital Management LP | $5.57M | 1.60% | 2026-03-31 |
| 16 | Walleye Capital LLC | $5.17M | 1.49% | 2026-03-31 |
| 17 | Caption Management, LLC | $4.29M | 1.23% | 2026-03-31 |
| 18 | Point72 Asset Management, L.P. | $4.25M | 1.22% | 2026-03-31 |
| 19 | Qube Research & Technologies Ltd | $3.55M | 1.02% | 2026-03-31 |
| 20 | TUDOR INVESTMENT CORP ET AL | $3.50M | 1.00% | 2026-03-31 |
| 21 | WELLS FARGO & COMPANY/MN Custodian | $3.35M | 0.96% | 2026-03-31 |
| 22 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.77M | 0.80% | 2026-03-31 |
| 23 | Parallax Volatility Advisers, L.P. | $1.49M | 0.43% | 2026-03-31 |
| 24 | PEAK6 LLC | $1.45M | 0.41% | 2026-03-31 |
| 25 | WOLVERINE ASSET MANAGEMENT LLC | $1.21M | 0.35% | 2026-03-31 |
Insider Activity
Latest: 2026-07-07
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-07 | rami rahim | EVP, Pres GM Networking | Mixed | +565,893 | $41.23 | $23.33M | EDGAR |
| 2026-07-02 | GARY M REINER | Director | Award (A) | +831 | $45.11 | $37.5K | EDGAR |
| 2026-07-02 | Raymond J. Lane | Director | Award (A) | +720 | $45.11 | $32.5K | EDGAR |
| 2026-07-02 | PATRICIA F RUSSO | Director | Award (A) | +873 | $45.11 | $39.4K | EDGAR |
| 2026-07-02 | CHRISTOPHER P HSU | Director | Award (A) | +240 | $45.11 | $10.8K | EDGAR |
| 2026-06-23 | Kirt P Karros | SVP, Treasurer, Corp Dev | Sell (S) | −18,785 | $48.50 | -$911.1K | EDGAR |
| 2026-06-04 | GARY M REINER | Director | Mixed | −21,700 | $54.77 | -$1.10M | EDGAR |
| 2026-06-03 | CHRISTOPHER P HSU | Director | Award (A) | — | — | EDGAR | |
| 2026-05-21 | Stacy L Dillow | EVP, Chief People Officer | Mixed | +18,978 | $33.80 | $641.5K | EDGAR |
| 2026-05-06 | MARIE MYERS | EVP & CFO | Sell (S) | −93,583 | $30.01 | -$2.81M | EDGAR |
| 2026-05-05 | Bethany Mayer | Director | Sell (S) | −6,482 | $29.10 | -$188.6K | EDGAR |
| 2026-05-05 | REGINA E DUGAN | Director | Award (A) | — | — | EDGAR | |
| 2026-05-05 | ROBERT CALDERONI | Director | Award (A) | — | — | EDGAR | |
| 2026-05-05 | Pamela L Carter | Director | Award (A) | — | — | EDGAR | |
| 2026-05-05 | ANN M LIVERMORE | Director | Award (A) | — | — | 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
39 insiders · @ $45.82
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 | Antonio F Neri | President and CEO | 1,687,329 | $77.31M | -$92.70M | 60 | 2026-04-21 |
| 2 | rami rahim | EVP, Pres GM Networking | 1,145,399 | $52.48M | $0 | 5 | 2026-07-07 |
| 3 | Raymond J. Lane | Director | 990,284 | $45.37M | $0 | 64 | 2026-07-02 |
| 4 | TIMOTHY C. STONESIFER | EVP & CFO | 637,868 | $29.23M | -$14.75M | 18 | 2018-09-18 |
| 5 | ALAN RICHARD MAY | EVP, Chief People Officer | 415,533 | $19.04M | -$26.48M | 37 | 2023-12-19 |
| 6 | PATRICIA F RUSSO | Director | 382,604 | $17.53M | $0 | 63 | 2026-07-02 |
| 7 | JOHN F SCHULTZ | EVP, COLO | 248,091 | $11.37M | -$66.08M | 49 | 2025-12-17 |
| 8 | ANN M LIVERMORE | Director | 213,903 | $9.80M | -$996.6K | 21 | 2026-05-05 |
| 9 | MARIE MYERS | EVP & CFO | 204,754 | $9.38M | -$2.81M | 8 | 2026-05-06 |
| 10 | Marc L Andreessen | Director | 195,337 | $8.95M | $0 | 15 | 2018-04-05 |
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.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-22
? Form 144 Guide
Last 30d:
1 filing
· $2.9M notice value
· Last 90d:
4 filings
· $7.0M notice value
· 4 unique filers
· 75% 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Kirt Karros (1, $2.9M) · Marie Myers (1, $2.8M) · Gary M. Reiner (1, $1.1M) · Bethany Mayer (1, $189K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-22 | Kirt Karros | Officer | 58,948 | $2.86M | 2026-06-22 | Merrill | 10b5-1 | EDGAR |
| 2026-06-03 | Gary M. Reiner | Director | 20,000 | $1.12M | 2026-06-03 | J.P. Morgan Securities LLC | — | EDGAR |
| 2026-05-05 | Marie Myers | Officer | 93,583 | $2.81M | 2026-05-05 | Merrill | 10b5-1 | EDGAR |
| 2026-05-05 | Bethany Mayer | Officer | 6,482 | $188.6K | 2026-05-05 | Merrill | 10b5-1 | EDGAR |
| 2026-04-17 | Antonio F. Neri | President, CEO, Director | 150,000 | $3.88M | 2026-04-17 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-03-25 | Antonio F. Neri | President, CEO, Director | 84,598 | $2.02M | 2026-03-25 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-03-25 | Neil Macdonald | officer | 136,903 | $3.50M | 2026-03-25 | Merrill | 10b5-1 | EDGAR |
| 2026-03-25 | Fidelma Russo | Officer | 51,002 | $1.33M | 2026-03-25 | Merrill | 10b5-1 | EDGAR |
| 2025-12-29 | Antonio F. Neri | President, CEO, Director | 206,291 | $5.05M | 2025-12-29 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2025-12-29 | Kirt Karros | Officer | 36,460 | $897.2K | 2025-12-24 | Merrill | 10b5-1 | 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: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0001645590-26-000052 | EDGAR |
| 2026-05-14 | 0001645590-26-000045 | EDGAR |
| 2026-05-04 | 0001645590-26-000040 | EDGAR |
| 2026-04-03 | 0001645590-26-000036 | EDGAR |
| 2026-03-23 | 0001140361-26-010765 | EDGAR |
| 2026-03-18 | 0001140361-26-010222 | EDGAR |
| 2026-03-09 | 0001645590-26-000028 | EDGAR |
| 2026-02-06 | 0001645590-26-000010 | EDGAR |
| 2026-02-04 | 0001645590-26-000006 | EDGAR |
| 2025-12-04 | 0001645590-25-000126 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-02 | 0001645590-26-000055 | EDGAR |
| 2026-03-10 | 0001645590-26-000032 | EDGAR |
| 2025-09-04 | 0001645590-25-000101 | EDGAR |
| 2025-06-04 | 0001645590-25-000068 | EDGAR |
| 2025-03-07 | 0001645590-25-000039 | EDGAR |
| 2024-09-05 | 0001645590-24-000119 | EDGAR |
| 2024-06-05 | 0001645590-24-000098 | EDGAR |
| 2024-03-05 | 0001645590-24-000069 | EDGAR |
| 2023-09-01 | 0001645590-23-000087 | EDGAR |
| 2023-06-02 | 0001645590-23-000066 | 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 | 42.0 |
| P/B Ratio | 2.4 |
| P/S Ratio | 1.6 |
| EV/EBITDA | 15.5 |
| TTM Revenue | $37.6B |
| TTM Net Income | $1.4B |
| TTM EPS | $1.08 |
| ROE | 5.7% |
| Dividend Yield | 1.40% |
| Debt/Equity | 0.84 |