Intuit Inc(INTU)
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.
INTU
$281.53
—
Snapshot
$281.53
After hours
$281.53
+0.00%
- 52-Week Range
- $252.84 – $813.70
- YTD
- -55.27%
- IV Rank (30D)
- 33.16
- Straddle Price
- $40.45
- P/C Vol Ratio
- 0.20
- Market Cap
- $77.8B
Fair Value
+50.0% vs price
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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 9.66% |
| Volatility Risk Premium | +29.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.5% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 15 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $7.8B |
| Return on Equity (TTM) | 22.2% |
| Book / Price | 25.9% |
| Gross Margin (TTM) | 80.4% |
| FCF Margin (TTM) | 37.1% |
| Debt / Equity | 0.26 |
| Quality Score | 6/6 — compounder (15y DCF) |
| Market-Implied Growth | -2.2% (reverse-DCF on current price) |
| SMA 50 | $303.37 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $276.82 |
| Bollinger Width / SMA20 | 5.9% (drives anchor stability) |
| Net Debt | $0.7B |
| Market Cap | $80B |
Peers used for multiples: AAPL, AVGO, GOOG, GOOGL, META, MSFT, NOW, NVDA
Blended Fair Value
$872.68
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $2806.09 | 19% | |
| DDM (Gordon) | $98.82 | 0% | |
| Peer P/E | $525.44 | 9% | median 29.0× · 8 peers |
| Peer EV/EBITDA | $732.35 | 9% | median 28.4× · 8 peers |
| Peer P/B | $656.44 | 2% | median 8.9× · 8 peers |
| Peer P/S | $823.29 | 6% | median 10.0× · 8 peers |
| Market Anchor (SMA50) | $303.37 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $331.55 | 19% | 74 strikes · skew +0.14 |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372)
- Exchange
- XNAS
- Market Cap
- $77.8B
Intuit serves small and midsize businesses with accounting software QuickBooks and online marketing platform Mailchimp. The company also operates retail tax filing tool TurboTax, personal finance platform Credit Karma, and a suite of professional tax offerings for accountants. Founded in the mid-1980s, Intuit enjoys a dominant market share for small-to-midsize business accounting and self-serve tax filing in the US.
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 | -1.41% | 23 |
| Feb | +0.04% | 23 |
| Mar | +1.99% | 23 |
| Apr | -0.47% | 23 |
| May | +2.53% | 23 |
| Jun | +1.15% | 23 |
| Jul | +0.76% | 23 |
| Aug | +1.56% | 22 |
| Sep | +0.67% | 23 |
| Oct | +2.44% | 23 |
| Nov | +0.92% | 23 |
| Dec | +1.67% | 23 |
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: $277.78
SMA 50: $301.14
SMA 200: $477.25
Current: $281.53
EMA 12: $284.00
EMA 26: $286.14
MACD: -2.1475 | Signal: 3.2407
BEARISH
ADX (14): 11.07
RANGE
+DI: 22.28
−DI: 23.79
Momentum Oscillators
RSI (14): 46.97
NEUTRAL
Stoch %K: 60.74
Stoch %D: 68.90
Williams %R: -48.10
Volume & Volatility
BB Upper: $299.30
BB Lower: $256.27
NEUTRAL
OBV: -99,206,584
Vol SMA 20: 4,622,616
Vol ROC: -37.92%
ATR: $14.24
True Range: $10.95
HV 20: 43.5%
HV 30: 41.7%
HV 60: 67.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
6 of 7 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-11-21 | After-Close | 7.38% | 1.01% | 0.14x | Within |
| 2025-02-25 | After-Close | 7.38% | 7.09% | 0.96x | Within |
| 2025-05-22 | After-Close | 6.47% | 2.47% | 0.38x | Within |
| 2025-08-21 | After-Close | 7.70% | 0.22% | 0.03x | Within |
| 2025-11-20 | After-Close | 6.09% | 4.49% | 0.74x | Within |
| 2026-02-26 | After-Close | 7.41% | 2.71% | 0.37x | Within |
| 2026-05-20 | After-Close | 8.69% | 20.08% | 2.31x | Exceeded |
Options Activity
- IV Rank (30D)
- 33.16
- IV Rank (7D)
- 53.84
- Avg IV
- 72.2%
- Straddle (30D)
- $40.45
- Straddle (7D)
- $18.55
- P/C Volume
- 0.20
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)
- 0.34
- Correlation (SPY)
- 9.3%
- R²
- 0.01
- Ann. Volatility
- 46.2%
- SPY Volatility
- 12.7%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 280,000,000 (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.
61 filers$2.47B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $599.93M | 24.29% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $478.95M | 19.39% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $241.96M | 9.80% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $224.66M | 9.10% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $189.21M | 7.66% | 2026-03-31 |
| 6 | MILLENNIUM MANAGEMENT LLC Custodian | $101.05M | 4.09% | 2026-03-31 |
| 7 | Squarepoint Ops LLC | $54.87M | 2.22% | 2026-03-31 |
| 8 | PICTON MAHONEY ASSET MANAGEMENT | $51.89M | 2.10% | 2026-03-31 |
| 9 | JPMORGAN CHASE & CO Custodian | $49.38M | 2.00% | 2026-03-31 |
| 10 | CITIGROUP INC Custodian | $38.14M | 1.54% | 2026-03-31 |
| 11 | GOLDMAN SACHS GROUP INC Custodian | $36.71M | 1.49% | 2026-03-31 |
| 12 | Jain Global LLC | $34.03M | 1.38% | 2026-03-31 |
| 13 | Optiver Holding B.V. | $33.25M | 1.35% | 2026-03-31 |
| 14 | UBS Group AG Custodian | $28.45M | 1.15% | 2026-03-31 |
| 15 | Walleye Trading LLC | $24.82M | 1.00% | 2026-03-31 |
| 16 | Qube Research & Technologies Ltd | $23.43M | 0.95% | 2026-03-31 |
| 17 | SIMPLEX TRADING, LLC Custodian | $23.31M | 0.94% | 2026-03-31 |
| 18 | Man Group plc | $22.35M | 0.91% | 2026-03-31 |
| 19 | GROUP ONE TRADING LLC Custodian | $19.59M | 0.79% | 2026-03-31 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $17.73M | 0.72% | 2026-03-31 |
| 21 | TUDOR INVESTMENT CORP ET AL | $15.44M | 0.63% | 2026-03-31 |
| 22 | ROYAL BANK OF CANADA Custodian | $12.97M | 0.53% | 2026-03-31 |
| 23 | Calamos Advisors LLC | $11.92M | 0.48% | 2026-03-31 |
| 24 | Point72 Asset Management, L.P. | $11.59M | 0.47% | 2026-03-31 |
| 25 | WS MANAGEMENT LLLP | $11.03M | 0.45% | 2026-03-31 |
58 filers$2.09B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $506.06M | 24.24% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $311.53M | 14.93% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $175.16M | 8.39% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $163.14M | 7.82% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $127.06M | 6.09% | 2025-09-30 |
| 6 | CITIGROUP INC Custodian | $101.05M | 4.84% | 2026-03-31 |
| 7 | Marex Group plc | $86.91M | 4.16% | 2026-03-31 |
| 8 | MILLENNIUM MANAGEMENT LLC Custodian | $84.05M | 4.03% | 2026-03-31 |
| 9 | TUDOR INVESTMENT CORP ET AL | $43.15M | 2.07% | 2026-03-31 |
| 10 | D. E. Shaw & Co., Inc. Custodian | $32.90M | 1.58% | 2026-03-31 |
| 11 | Optiver Holding B.V. | $28.80M | 1.38% | 2026-03-31 |
| 12 | Temasek Holdings (Private) Ltd | $28.41M | 1.36% | 2026-03-31 |
| 13 | Qube Research & Technologies Ltd | $28.02M | 1.34% | 2026-03-31 |
| 14 | JPMORGAN CHASE & CO Custodian | $27.11M | 1.30% | 2026-03-31 |
| 15 | Jain Global LLC | $26.98M | 1.29% | 2026-03-31 |
| 16 | Squarepoint Ops LLC | $25.90M | 1.24% | 2026-03-31 |
| 17 | Man Group plc | $22.35M | 1.07% | 2026-03-31 |
| 18 | CAPSTONE INVESTMENT ADVISORS, LLC | $21.62M | 1.04% | 2026-03-31 |
| 19 | SIMPLEX TRADING, LLC Custodian | $20.45M | 0.98% | 2026-03-31 |
| 20 | Walleye Trading LLC | $18.98M | 0.91% | 2026-03-31 |
| 21 | Point72 Asset Management, L.P. | $18.46M | 0.88% | 2026-03-31 |
| 22 | Allianz Asset Management GmbH | $16.65M | 0.80% | 2026-03-31 |
| 23 | PEAK6 LLC | $16.52M | 0.79% | 2026-03-31 |
| 24 | GOLDMAN SACHS GROUP INC Custodian | $15.83M | 0.76% | 2026-03-31 |
| 25 | LMR Partners LLP | $15.39M | 0.74% | 2026-03-31 |
Insider Activity
Latest: 2026-07-06
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-06 | Lauren D Hotz | SVP, Chief Accounting Officer | Mixed | +304 | $261.00 | -$90.7K | EDGAR |
| 2026-07-06 | Sandeep Aujla | EVP and CFO | Mixed | +903 | $261.00 | -$248.9K | EDGAR |
| 2026-07-06 | Caryl Lyn Hilliard | EVP, People and Places | Mixed | +261 | $261.00 | -$54.4K | EDGAR |
| 2026-07-06 | Sasan K Goodarzi | Chairman and CEO | Mixed | +1,631 | $261.00 | -$419.5K | EDGAR |
| 2026-07-06 | Kerry J McLean | EVP, Gen. Counsel & Corp. Sec. | Mixed | +555 | $261.00 | -$76.8K | EDGAR |
| 2026-07-06 | Anton Hanebrink | EVP, Corp Strategy and Dev | Mixed | +795 | $261.00 | -$206.5K | EDGAR |
| 2026-06-24 | RICHARD L DALZELL | Director | Sell (S) | −284 | $262.32 | -$74.5K | EDGAR |
| 2026-06-17 | RICHARD L DALZELL | Director | Sell (S) | −284 | $282.20 | -$80.1K | EDGAR |
| 2026-06-11 | RICHARD L DALZELL | Director | Sell (S) | −1,004 | $288.29 | -$289.4K | EDGAR |
| 2026-05-26 | VASANT M PRABHU | Director | Buy (P) | +1,750 | $309.52 | $541.7K | EDGAR |
| 2026-05-11 | RICHARD L DALZELL | Director | Exer (M) | +77 | $401.04 | $30.9K | EDGAR |
| 2026-05-11 | THOMAS J SZKUTAK | Director | Exer (M) | +63 | $401.04 | $25.3K | EDGAR |
| 2026-05-11 | Eve B Burton | Director | Grant (A) | +70 RSU | — | EDGAR | |
| 2026-05-11 | Deborah Liu | Director | Grant (A) | +75 RSU | — | EDGAR | |
| 2026-05-11 | Tekedra Mawakana | Director | Grant (A) | +64 RSU | — | 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
46 insiders · @ $281.53
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 | SCOTT D COOK | Director | 5,637,432 | $1.59B | -$2.17B | 117 | 2026-01-09 |
| 2 | DAVID H BATCHELDER | Director | 1,880,044 | $529.29M | -$497.58M | 13 | 2012-01-03 |
| 3 | L JOHN DOERR | Director | 499,062 | $140.50M | $0 | 3 | 2007-12-13 |
| 4 | BRAD D SMITH | Director | 452,121 | $127.29M | -$341.51M | 122 | 2023-01-20 |
| 5 | CHRISTOPHER W BRODY | Director | 302,389 | $85.13M | -$26.27M | 37 | 2015-01-23 |
| 6 | MICHAEL R HALLMAN | Director | 191,886 | $54.02M | -$20.67M | 19 | 2012-01-23 |
| 7 | Alexander M Lintner | SVP, Strategy and Corp. Dev. | 121,858 | $34.31M | -$3.56M | 6 | 2008-08-25 |
| 8 | STEPHEN M BENNETT | Director | 117,235 | $33.01M | -$77.14M | 20 | 2009-10-23 |
| 9 | Sasan K Goodarzi | Chairman and CEO | 112,166 | $31.58M | -$365.00M | 93 | 2026-07-06 |
| 10 | WILLIAM V CAMPBELL | Director | 84,873 | $23.89M | -$27.54M | 16 | 2015-01-26 |
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.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-16
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $437K notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
RICHARD L DALZELL (2, $437K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-16 | RICHARD L DALZELL | Director | 853 | $240.3K | 2026-06-16 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-10 | RICHARD L DALZELL | Director | 671 | $197.1K | 2026-06-10 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-03-10 | RICHARD L DALZELL | Director | 1,332 | $630.9K | 2026-03-10 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-07 | Sasan Goodarzi | Officer | 41,000 | $26.65M | 2026-01-07 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-01-05 | SANDEEP S AUJLA | Officer | 1,335 | $840.3K | 2026-01-05 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-29 | SCOTT D. COOK & HELEN SIGNE OSTBY 1993 FAMILY TRUST | Director | 151,402 | $102.43M | 2025-12-29 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-19 | SANDEEP S AUJLA | Officer | 1,103 | $744.5K | 2025-12-19 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-12-09 | RICHARD L DALZELL | Director | 999 | $655.6K | 2025-12-09 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-08 | SCOTT D. COOK & HELEN SIGNE OSTBY 1993 FAMILY TRUST | Director | 149,095 | $100.43M | 2025-12-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-04 | SCOTT D. COOK & HELEN SIGNE OSTBY 1993 FAMILY TRUST | Director | 150,000 | $97.15M | 2025-12-04 | Morgan Stanley Smith Barney LLC … | 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: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-20 | 0000896878-26-000024 | EDGAR |
| 2026-04-28 | 0000896878-26-000020 | EDGAR |
| 2026-03-16 | 0000896878-26-000017 | EDGAR |
| 2026-02-26 | 0000896878-26-000012 | EDGAR |
| 2026-01-30 | 0000896878-26-000008 | EDGAR |
| 2026-01-27 | 0000896878-26-000006 | EDGAR |
| 2026-01-12 | 0000896878-26-000004 | EDGAR |
| 2025-11-20 | 0000896878-25-000046 | EDGAR |
| 2025-11-20 | 0000896878-25-000050 | EDGAR |
| 2025-08-21 | 0000896878-25-000031 | 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 |
|---|---|---|
| 2026-05-20 | 0000896878-26-000025 | EDGAR |
| 2026-02-26 | 0000896878-26-000014 | EDGAR |
| 2025-11-20 | 0000896878-25-000048 | EDGAR |
| 2025-05-22 | 0000896878-25-000022 | EDGAR |
| 2025-02-25 | 0000896878-25-000015 | EDGAR |
| 2024-11-21 | 0000896878-24-000053 | EDGAR |
| 2024-05-23 | 0000896878-24-000026 | EDGAR |
| 2024-02-22 | 0000896878-24-000011 | EDGAR |
| 2023-11-28 | 0000896878-23-000041 | EDGAR |
| 2023-05-23 | 0000896878-23-000020 | 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 | 17.1 |
| P/B Ratio | 3.8 |
| P/S Ratio | 3.7 |
| EV/EBITDA | 12.0 |
| TTM Revenue | $20.9B |
| TTM Net Income | $4.6B |
| TTM EPS | $16.5 |
| ROE | 22.2% |
| Dividend Yield | 1.69% |
| Debt/Equity | 0.30 |