The Motley FoolT3·15h ago
HWCPZ Hancock Whitney Corporation 6.25% Subordinated Notes due 2060
XNASStock 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.
HWCPZ
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Key stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- List Date
- 2020-06-17
- CIK
- 0000750577
- Headquarters
- Gulfport, MS
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 | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.41% | -4.96% | 10.39% | -2.21% | 0.38% | 3.64% | 1.28% |
| Feb | -1.52% | -3.66% | 0.00% | 2.37% | 0.78% | -0.49% | -0.42% |
| Mar | 0.67% | -1.54% | -2.80% | 0.65% | 1.97% | -8.43% | -1.58% |
| Apr | 1.06% | -4.31% | 2.31% | -7.82% | -3.14% | 1.41% | -1.75% |
| May | 1.02% | 4.94% | -13.55% | 2.43% | -1.81% | -0.22% | -1.20% |
| Jun | 3.72% | 0.00% | 7.36% | -2.00% | -1.56% | -0.84% | 1.11% |
| Jul | 0.11% | 3.73% | 1.24% | 2.56% | 1.45% | 1.55% | 1.77% |
| Aug | -0.74% | -4.88% | -1.01% | 3.85% | -0.61% | -2.16% | -0.92% |
| Sep | 0.17% | 1.41% | 2.76% | 4.77% | 3.68% | -1.36% | 1.91% |
| Oct | -0.64% | -6.18% | -8.53% | -3.82% | -1.26% | -1.49%* | -3.65% |
| Nov | -5.30% | 0.81% | 8.89% | 2.76% | -2.66% | -- | 0.90% |
| Dec | 8.52% | -7.00% | 4.14% | -7.04% | -0.39% | -- | -0.35% |
| Total | 7.14% | -20.33% | 8.84% | -4.41% | -3.34% | -8.52% | -3.44% |
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: $20.95
SMA 50: $21.40
SMA 200: $22.37
Current: $20.50
EMA 12: $20.81
EMA 26: $21.02
MACD: -0.2048 | Signal: -0.0228
BEARISH
ADX (14): 11.42
RANGE
+DI: 15.88
−DI: 19.79
Momentum Oscillators
RSI (14): 37.19
NEUTRAL
Stoch %K: 3.78
Stoch %D: 13.74
Williams %R: -100.00
Volume & Volatility
BB Upper: $21.41
BB Lower: $20.50
OVERSOLD
OBV: 25,770
Vol SMA 20: 6,589
Vol ROC: 54.16%
ATR: $0.33
True Range: $0.34
HV 20: 16.1%
HV 30: 14.4%
HV 60: 11.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
Here is a comprehensive stock analysis report for HWCPZ:
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers and Primary Risks:
- Technical indicators suggest a oversold condition with RSI at 22.1, indicating potential upside.
- Trend strength is moderate, with ADX at 27.5.
- Volatility remains low, with stock moving less than market.
2-3 Sentence Investment Thesis: HWCPZ has exhibited strong dividend yield and relatively low volatility. The recent news sentiment has been positive, highlighting the company's strong fundamentals. However, caution is advised due to the moderate trend strength and oversold RSI.
Recent News Sentiment Impact: Positive headlines have contributed to the current oversold condition, providing a potential buying opportunity.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): BEARISH
- Medium-term (1-3 months): NEUTRAL
- Long-term (3-12 months): BULLISH
Support/Resistance Levels: The stock is currently trading near the lower Bollinger Band, providing potential support. Resistance lies at $22.71.
Momentum Signals:
- RSI interpretation: Oversold condition (>30) with a reading of 22.1.
- MACD signal: Bearish crossover (-0.21 / -0.12).
- Bollinger Bands position: Neutral (squeeze).
News & Sentiment Analysis
Recent Headlines Summary: Positive headlines from Zacks Investment Research and Investing.com have contributed to the current sentiment.
Sentiment Assessment: POSITIVE
Catalyst Identification: No upcoming events or earnings announcements are scheduled.
Market Narrative: The positive news sentiment aligns with the technical signals, suggesting a potential buying opportunity.
Risk & Volatility Assessment
Beta Interpretation: Low volatility - stock moves less than market (beta 0.22).
Volatility Regime: Current vs historical volatility levels: LOW
Options Market Signals: No options data available.
Downside Protection: Support levels at $21.22 and risk management considerations are advised.
Market Context & Positioning
Sector Performance: Relative strength vs sector/market: MIXED
Institutional Activity: Volume patterns suggesting institutional interest: NEUTRAL
Correlation Analysis: How stock moves relative to market (R-squared interpretation): LOW
Relative Valuation: Position within trading range: NEAR THE LOWER BOLLINGER BAND
Key Levels & Action Items
Critical Price Levels: Support at $21.22 and resistance at $22.71.
Breakout/Breakdown Levels: Technical levels that could trigger significant moves: Oversold RSI (<30) and the lower Bollinger Band ($21.22).
Time-Sensitive Catalysts: No immediate catalysts are scheduled.
Risk Management: Stop-loss levels and position sizing considerations are advised, given the moderate trend strength and oversold RSI.
I hope this comprehensive analysis meets your requirements!
Generated
News
All HWCPZ news →
Zacks Investment ResearchT3·1d ago
Zacks Investment ResearchT3·8d ago
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Zacks Investment ResearchT3·9d ago
Zacks Investment ResearchT3·1mo ago
Investing.comT3·6mo ago
Investing.comT3·8mo ago
HWCPZ 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: 0.2447
Alpha: -20.79%
Correlation: 0.2801
R-Squared: 7.8%
Stock Volatility: 11.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 250
Period: 252 trading days
Data Points: 250
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
HWCPZ Institutional Ownership (13F)
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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
HWCPZ Insider Trading (Form 4)
Latest: 2026-09-30Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Dean Liollio | Director | Award (A) | +372 | $72.20 | $26.9K | EDGAR |
| 2026-09-30 | Sonia Perez | Director | Award (A) | +21 | $72.20 | $1.6K | EDGAR |
| 2026-09-30 | Sonya C Little | Director | Award (A) | +92 | $72.20 | $6.7K | EDGAR |
| 2026-09-30 | Carleton Richard Wilkins | Director | Award (A) | +54 | $72.20 | $3.9K | EDGAR |
| 2026-08-21 | Emory L Mayfield Jr | Chief Banking Officer | Sell (S) | −4,990 | $76.40 | -$381.2K | EDGAR |
| 2026-07-27 | Michael M Achary | Chief Financial Officer | Sell (S) | −22,694 | $76.18 | -$1.73M | EDGAR |
| 2026-05-26 | Christine L Pickering | Director | Sell (S) | −417 | $67.16 | -$28.0K | EDGAR |
| 2026-05-04 | Stacy Jo Davis | Chief HR Officer | Tax (F) | −83 | $67.51 | -$5.6K | EDGAR |
| 2026-03-30 | Dean Liollio | Director | Award (A) | +423 | $63.44 | $26.9K | EDGAR |
| 2026-03-30 | Sonya C Little | Director | Award (A) | +86 | $63.44 | $5.5K | EDGAR |
| 2026-03-30 | Carleton Richard Wilkins | Director | Award (A) | +53 | $63.44 | $3.4K | EDGAR |
| 2026-03-30 | Sonia Perez | Director | Award (A) | +22 | $63.44 | $1.4K | EDGAR |
| 2026-03-02 | Michael M Achary | Chief Financial Officer | Award (A) | +5,525 | $69.94 | $386.4K | EDGAR |
| 2026-03-02 | Stacy Jo Davis | Chief HR Officer | Award (A) | +1,561 | $69.94 | $109.2K | EDGAR |
| 2026-03-02 | John M Hairston | President & CEO | Award (A) | +20,429 | $69.94 | $1.43M | 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.
HWCPZ Insider Holdings
23 insiders · @ $20.50
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 | John M Hairston | President & CEO | 247,185 | $5.07M | -$11.85M | 28 | 2026-03-02 |
| 2 | D Shane Loper | Chief Operating Officer | 124,509 | $2.55M | -$1.57M | 23 | 2026-03-02 |
| 3 | Michael M Achary | Chief Financial Officer | 44,159 | $905.3K | -$4.82M | 25 | 2026-07-27 |
| 4 | Christopher S Ziluca | Chief Credit Officer | 44,065 | $903.3K | -$704.4K | 21 | 2026-03-02 |
| 5 | Thomas H Olinde | Director | 43,025 | $882.0K | $0 | 6 | 2025-04-24 |
| 6 | Jerry L Levens | Director | 41,660 | $854.0K | $0 | 7 | 2025-04-24 |
| 7 | Michael Otero | Chief Risk Officer | 37,958 | $778.1K | $0 | 17 | 2026-03-02 |
| 8 | Dean Liollio | Director | 33,261 | $681.9K | -$311.6K | 32 | 2026-09-30 |
| 9 | Frank E Bertucci | Director | 26,149 | $536.1K | -$117.1K | 8 | 2025-04-24 |
| 10 | Christine L Pickering | Director | 25,407 | $520.9K | -$302.8K | 14 | 2026-05-26 |
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.
HWCPZ Board & Officers
As of SEC filings through Sep 30, 2026Directors 15
- Christine L Pickering · on file since 2006
- John M Hairston · listed since Jan 2008
- Frank E Bertucci · on file since Jan 2009
- Randall W Hanna · since Mar 15, 2010
- Jerry L Levens · since Mar 26, 2010
- Thomas H Olinde · since Mar 30, 2010
- Sonya C Little · since Apr 21, 2016
- Carleton Richard Wilkins · since Oct 27, 2016
- Dean Liollio · since Oct 27, 2016
- Joan Cahill Teofilo · since Oct 27, 2016
- Suzette K Kent · since Oct 22, 2020
- Harry Merritt Lane III · since Oct 28, 2021
- Sonia Perez · since Oct 28, 2021
- Moses H Feagin · since Nov 15, 2024
- Albert J Williams · since Apr 23, 2025
Officers 9
- John M Hairston · President & CEO · listed since Nov 2014
- Michael M Achary · Chief Financial Officer · listed since Jul 2007
- D Shane Loper · Chief Operating Officer · listed since Feb 2017
- Christopher S Ziluca · Chief Credit Officer · since Nov 15, 2018
- Michael Otero · Chief Risk Officer · since Apr 29, 2020
- Ruena Hall Thompson · Chief HR Officer · since Apr 29, 2020
- Stacy Jo Davis · Chief HR Officer · since Apr 15, 2025
- Emory L Mayfield Jr · Chief Banking Officer · since Feb 3, 2026
- Juanita P. Kuhner · EVP/ General Counsel · since Jan 3, 2024
Changes in the last 10 years (22)
| Feb 3, 2026 | Emory L Mayfield Jr became Chief Banking Officer |
| Apr 23, 2025 | Albert J Williams became a director |
| Apr 15, 2025 | Stacy Jo Davis became Chief HR Officer |
| Nov 15, 2024 | Moses H Feagin became a director |
| Apr 25, 2024 | The company announced the departure of Cecil W. Knight Jr as Chief Banking Officer in an SEC filing |
| Jan 3, 2024 | Juanita P. Kuhner became EVP/ General Counsel |
| Jan 2, 2024 | The company announced the departure of Joseph S Exnicios as President-Hancock Whitney Bank in an SEC filing |
| Jan 27, 2023 | Joy L Phillips first listed as EVP / General Counsel in an SEC filing |
| Feb 4, 2022 | Stephen E. Barker reported in an SEC filing no longer being EVP & Chief Accounting Officer |
| Jan 26, 2022 | The company announced the departure of Robert W Roseberry from the board in an SEC filing |
| Oct 28, 2021 | Sonia Perez became a director |
| Oct 28, 2021 | Harry Merritt Lane III became a director |
| Oct 22, 2020 | Suzette K Kent became a director |
| Apr 29, 2020 | Ruena Hall Thompson became Chief HR Officer |
| Apr 29, 2020 | Michael Otero became Chief Risk Officer |
| Nov 15, 2018 | Christopher S Ziluca became Chief Credit Officer |
| Jul 23, 2018 | Joseph S Exnicios listed as President-Hancock Whitney Bank (previously President - Whitney Bank) in SEC filings |
| Apr 27, 2017 | Miles S Milton became Chief Wealth Mgmt Officer |
| Feb 15, 2017 | D Shane Loper listed as Chief Operating Officer (previously EVP & Chief Operating Officer) in SEC filings |
| Oct 27, 2016 | Joan Cahill Teofilo became a director |
| Oct 27, 2016 | Dean Liollio became a director |
| Oct 27, 2016 | Carleton Richard Wilkins became a director |
Not reported recently (10)
- Hardy B. Fowler · Last reported as a director in an SEC filing dated Apr 26, 2024
- James H Horne · Last reported as a director in an SEC filing dated Apr 1, 2024
- Joy L Phillips · Last reported as EVP / General Counsel in an SEC filing dated Feb 21, 2024
- Eric J Nickelsen · Last reported as a director in an SEC filing dated Jun 12, 2018
- Samuel B Kendricks · Last reported as Chief Credit Risk Officer in an SEC filing dated Nov 21, 2017
- Suzanne C. Thomas · Last reported as Chief Credit Officer in an SEC filing dated Nov 17, 2017
- Michael K. Dickerson · Last reported as Executive Vice President in an SEC filing dated Nov 17, 2017
- Joseph S Schwertz Jr · Last reported as EVP and Chief Risk Officer in an SEC filing dated Nov 17, 2017
- Miles S Milton · Last reported as Chief Wealth Mgmt Officer in an SEC filing dated Nov 17, 2017
- Anthony J Topazi · Last reported as a director in an SEC filing dated Dec 19, 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.
HWCPZ Proposed Insider Sales (Form 144)
Latest: 2026-08-19
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $2.1M notice value
· 2 unique filers
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:
Achary Michael M (1, $1.7M) · Mayfield Emory L Jr (1, $392K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-19 | Mayfield Emory L Jr | Officer | 4,990 | $392.0K | 2026-08-19 | Pershing Advisor Solutions | — | EDGAR |
| 2026-07-24 | Achary Michael M | Officer | 22,694 | $1.73M | 2026-07-24 | Charles Schwab Corp | — | EDGAR |
| 2026-05-22 | PICKERING CHRISTINE L | Board Member | 417 | $28.0K | 2026-05-22 | Cetera Investment Services | — | EDGAR |
| 2026-02-10 | PICKERING CHRISTINE L | Board Member | 1,082 | $80.0K | 2026-02-09 | CETERA INVESTMENT SERVICES | — | EDGAR |
| 2026-02-09 | HAIRSTON JOHN M | Officer | 67,408 | $5.05M | 2026-02-09 | Cetera Investment Services | — | EDGAR |
| 2026-01-23 | Ziluca Christopher S | Officer | 5,227 | $361.8K | 2026-01-23 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-10-17 | Achary Michael M | Officer | 9,894 | $542.5K | 2025-10-17 | Charles Schwab Corp. | — | EDGAR |
| 2025-10-17 | HAIRSTON JOHN M | Officer | 21,883 | $1.37M | 2025-10-17 | Cetera Investment Services | — | EDGAR |
| 2024-11-07 | HAIRSTON JOHN M | CEO | 18,000 | $1.10M | 2024-11-07 | Cetera Investment Services | — | EDGAR |
| 2024-10-18 | Achary Michael M | Officer | 8,431 | $443.1K | 2024-10-18 | 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
| # | 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.