Ingersoll Rand Inc. Common Stock(IR)
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.
IR
$72.01
—
Snapshot
$72.01
- 52-Week Range
- $68.07 – $100.96
- YTD
- -9.72%
- IV Rank (30D)
- 12.35
- Straddle Price
- $5.75
- P/C Vol Ratio
- 0.16
- Market Cap
- $28.3B
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) | 4.83% |
| Beta vs SPY | 1.09 |
| Cost of Equity (CAPM) | 10.82% (VRP-adj) |
| WACC | 9.91% |
| Volatility Risk Premium | +25.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 20.2% |
| Rev. Growth (YoY, DCF input) | +4.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.2B |
| Return on Equity (TTM) | 9.4% |
| Book / Price | 35.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 42.8% |
| FCF Margin (TTM) | 15.4% |
| Debt / Equity | 0.40 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +13.6% (reverse-DCF on current price) |
| SMA 50 | $81.06 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $77.83 |
| Bollinger Width / SMA20 | 20.3% (drives anchor stability) |
| Net Debt | $2.9B |
| Market Cap | $29B |
Peers used for multiples: APG, RTX, SPXC, TEX, TKR
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
32%
20-Day Fair Value
≈ by Oct 13, 2026
$74.10
α +2.8%
rank 19%
40-Day Fair Value
≈ by Nov 11, 2026
$74.98
α +4.0%
rank 20%
60-Day Fair Value
≈ by Dec 10, 2026
$74.53
α +3.4%
rank 29%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $41.24 | 23% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $86.69 | 7% | median 34.0× · 4 peers |
| Peer EV/EBITDA | $91.93 | 7% | median 18.4× · 5 peers |
| Peer P/B | $103.08 | 7% | median 4.0× · 5 peers |
| Peer P/S | $40.10 | 7% | median 1.9× · 5 peers |
| Market Anchor (SMA50) | $81.06 | 32% | stability 70% (BB-width) |
| Options Expected (B-L 30d) | $71.11 | 18% | 16 strikes · skew +0.81 |
As of 2026-09-14 · updated
Info
- Industry (SIC)
- GENERAL INDUSTRIAL MACHINERY & EQUIPMENT (3560)
- Exchange
- XNYS
- Market Cap
- $28.3B
Ingersoll Rand was formed through the merger of Gardner Denver and Ingersoll Rand's industrial segment. The firm's portfolio consists of two business lines: industrial technologies and services, and precision and science technologies. Ingersoll Rand serves a variety of end markets, including industrial, medical, and energy. Its broad portfolio of products includes compression, blower and vacuum, and fluid management. Ingersoll Rand generated roughly $7.7 billion in revenue in 2025.
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 | -0.05% | 23 |
| Feb | +1.69% | 23 |
| Mar | -0.10% | 23 |
| Apr | +4.04% | 23 |
| May | +0.98% | 23 |
| Jun | -0.25% | 23 |
| Jul | +2.32% | 23 |
| Aug | -0.07% | 23 |
| Sep | -3.21% | 24 |
| Oct | +1.03% | 23 |
| Nov | +6.07% | 23 |
| Dec | +0.66% | 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: $77.27
SMA 50: $80.89
SMA 200: $81.98
Current: $72.09
EMA 12: $75.18
EMA 26: $77.73
MACD: -2.5427 | Signal: -0.5090
BEARISH
ADX (14): 28.91
TREND
+DI: 15.49
−DI: 34.61
Momentum Oscillators
RSI (14): 28.43
OVERSOLD
Stoch %K: 11.63
Stoch %D: 10.93
Williams %R: -92.43
Volume & Volatility
BB Upper: $83.37
BB Lower: $71.17
NEUTRAL
OBV: -47,354,205
Vol SMA 20: 3,336,557
Vol ROC: -32.32%
ATR: $2.08
True Range: $1.62
HV 20: 21.7%
HV 30: 26.5%
HV 60: 30.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-09-13T00:00:00 – 2026-09-11T00:00:00
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 8 under expected move
Avg Expected Move
7.52%
Avg Actual Move
3.78%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-10-31 | After-Close | 6.86% | 0.02% | 0.00x | Within |
| 2025-02-13 | After-Close | 5.70% | 7.50% | 1.32x | Exceeded |
| 2025-05-01 | After-Close | 8.93% | 0.17% | 0.02x | Within |
| 2025-07-31 | After-Close | 6.74% | 11.40% | 1.69x | Exceeded |
| 2025-10-30 | After-Close | 9.34% | 3.05% | 0.33x | Within |
| 2026-02-12 | Pre-Market | 6.30% | 2.33% | 0.37x | Within |
| 2026-04-28 | After-Close | 7.67% | 4.63% | 0.60x | Within |
| 2026-07-30 | After-Close | 8.60% | 1.11% | 0.13x | Within |
Options Activity
- IV Rank (30D)
- 12.35
- IV Rank (7D)
- 100
- Avg IV
- 45.7%
- Straddle (30D)
- $5.75
- Straddle (7D)
- $3.27
- P/C Volume
- 0.16
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)
- 1.21
- Correlation (SPY)
- 47.7%
- R²
- 0.23
- Ann. Volatility
- 32.7%
- SPY Volatility
- 12.8%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 396,475,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
18 filers$82.01M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $18.69M | 22.80% | 2026-06-30 |
| 2 | BARCLAYS PLC Custodian | $13.94M | 17.00% | 2026-06-30 |
| 3 | MILLENNIUM MANAGEMENT LLC Custodian | $11.48M | 14.00% | 2026-06-30 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $10.53M | 12.84% | 2026-06-30 |
| 5 | JPMORGAN CHASE & CO Custodian | $6.07M | 7.41% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $4.17M | 5.09% | 2026-06-30 |
| 7 | BNP PARIBAS FINANCIAL MARKETS Custodian | $4.10M | 5.00% | 2026-06-30 |
| 8 | JANE STREET GROUP, LLC Custodian | $2.84M | 3.46% | 2026-06-30 |
| 9 | UBS Group AG Custodian | $2.46M | 3.00% | 2026-06-30 |
| 10 | Squarepoint Ops LLC | $2.27M | 2.77% | 2026-06-30 |
| 11 | SIMPLEX TRADING, LLC Custodian | $1.52M | 1.85% | 2026-06-30 |
| 12 | Twin Tree Management, LP | $1.25M | 1.52% | 2026-06-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $1.16M | 1.42% | 2026-06-30 |
| 14 | GOLDMAN SACHS GROUP INC Custodian | $754.31K | 0.92% | 2026-06-30 |
| 15 | WOLVERINE TRADING, LLC Custodian | $404.50K | 0.49% | 2025-09-30 |
| 16 | BANK OF MONTREAL /CAN/ Custodian | $229.57K | 0.28% | 2026-06-30 |
| 17 | Walleye Trading LLC | $131.18K | 0.16% | 2026-06-30 |
| 18 | Walleye Capital LLC | $8.20K | 0.01% | 2026-06-30 |
13 filers$34.16M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO Custodian | $16.20M | 47.44% | 2026-06-30 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $5.03M | 14.74% | 2026-06-30 |
| 3 | JANE STREET GROUP, LLC Custodian | $3.66M | 10.73% | 2026-06-30 |
| 4 | CITADEL ADVISORS LLC Custodian | $3.01M | 8.81% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $2.46M | 7.20% | 2026-06-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $680.52K | 1.99% | 2026-06-30 |
| 7 | Walleye Trading LLC | $680.52K | 1.99% | 2026-06-30 |
| 8 | SIMPLEX TRADING, LLC Custodian | $664.12K | 1.94% | 2026-06-30 |
| 9 | CAPSTONE INVESTMENT ADVISORS, LLC | $557.53K | 1.63% | 2026-06-30 |
| 10 | Squarepoint Ops LLC | $508.34K | 1.49% | 2026-06-30 |
| 11 | SIG BROKERAGE, LP | $450.94K | 1.32% | 2026-06-30 |
| 12 | BANK OF MONTREAL /CAN/ Custodian | $188.58K | 0.55% | 2026-06-30 |
| 13 | Walleye Capital LLC | $57.39K | 0.17% | 2026-06-30 |
Insider Activity
Latest: 2026-08-21
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 |
|---|---|---|---|---|---|---|---|
| 2026-08-21 | Kathleen M. Keene | See Remarks | Mixed | +327 | $79.33 | -$12.4K | EDGAR |
| 2026-08-21 | Michael A Weatherred | See Remarks | Mixed | +538 | $79.33 | -$34.0K | EDGAR |
| 2026-08-21 | Elizabeth Meloy Hepding | See Remarks | Mixed | +246 | $79.33 | -$15.0K | EDGAR |
| 2026-08-21 | Vikram Kini | Senior Vice President and CFO | Mixed | +508 | $79.33 | -$30.9K | EDGAR |
| 2026-08-19 | Matthew J Emmerich | See Remarks | Mixed | +411 | $82.31 | -$28.4K | EDGAR |
| 2026-08-07 | Michael A Weatherred | See Remarks | Mixed | +136 | $88.24 | -$9.6K | EDGAR |
| 2026-08-07 | Aurobind Satpathy | Director | Exer (M) | +1,258 | — | EDGAR | |
| 2026-08-07 | Michelle Swanenburg | Director | Exer (M) | +130 | — | EDGAR | |
| 2026-08-07 | Andrew R Schiesl | See Remarks | Mixed | +207 | $88.24 | -$14.1K | EDGAR |
| 2026-08-07 | Michelle Swanenburg | Director | Exer (M) | +130 | — | EDGAR | |
| 2026-08-07 | Andrew R Schiesl | See Remarks | Mixed | +207 | $88.24 | -$14.1K | EDGAR |
| 2026-08-07 | Aurobind Satpathy | Director | Exer (M) | +1,258 | — | EDGAR | |
| 2026-08-07 | Michael A Weatherred | See Remarks | Mixed | +136 | $88.24 | -$9.6K | EDGAR |
| 2026-08-05 | Aurobind Satpathy | Director | Buy (P) | +11,538 | $86.68 | $1.00M | EDGAR |
| 2026-05-12 | Michelle Swanenburg | Director | Exer (M) | +1,876 | — | 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
41 insiders · @ $72.09
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 | KKR & Co. Inc. | 10%+ Owner | 56,888,635 | $4.10B | -$2.38B | 1 | 2020-05-29 |
| 2 | KKR Associates North America XI L.P. | 10%+ Owner | 56,888,635 | $4.10B | -$1.99B | 1 | 2020-05-29 |
| 3 | KKR Management LLP | 10%+ Owner | 44,788,635 | $3.23B | -$2.21B | 1 | 2020-06-23 |
| 4 | WILLIAM E KASSLING | Director | 334,598 | $24.12M | $0 | 1 | 2020-02-25 |
| 5 | Vicente Reynal | See Remarks | 284,534 | $20.51M | -$145.44M | 45 | 2026-04-15 |
| 6 | TODD D WYMAN | See Remarks | 279,778 | $20.17M | -$2.55M | 44 | 2021-01-05 |
| 7 | NICKOLAS VANDE STEEG | Director | 181,515 | $13.09M | $0 | 1 | 2020-02-25 |
| 8 | Vikram Kini | Senior Vice President and CFO | 103,095 | $7.43M | -$14.48M | 32 | 2026-08-21 |
| 9 | Gary E Gillespie | See Remarks | 69,721 | $5.03M | -$6.27M | 14 | 2023-06-07 |
| 10 | Michael A Weatherred | See Remarks | 68,405 | $4.93M | -$11.4K | 32 | 2026-08-21 |
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: 2026-04-13
? 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. 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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | Reynal Vicente | Officer, Director | 30,492 | $2.68M | 2026-04-13 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-02 | Reynal Vicente | Officer, Director | 118,044 | $11.11M | 2026-03-02 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-20 | Kini Vikram | Officer | 28,367 | $2.74M | 2026-02-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-19 | Humphrey John | Director | 4,300 | $412.4K | 2026-02-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-18 | Reynal Vicente | Officer, Director | 900 | $90.0K | 2026-02-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-17 | Keene Kathleen M. | Officer | 12,000 | $1.19M | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Reynal Vicente | Officer, Director | 36,482 | $3.56M | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Scheske Michael J | Director | 19,122 | $1.87M | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Hepding Elizabeth Meloy | Officer | 18,246 | $1.77M | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Schiesl Andrew R | Officer | 18,000 | $1.76M | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-04-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-28 | 0001628280-26-027949 | EDGAR |
| 2026-02-12 | 0001628280-26-007710 | EDGAR |
| 2025-12-17 | 0001628280-25-057497 | EDGAR |
| 2025-10-30 | 0001628280-25-047573 | EDGAR |
| 2025-07-31 | 0001628280-25-037035 | EDGAR |
| 2025-07-15 | 0001140361-25-025837 | EDGAR |
| 2025-06-17 | 0001140361-25-022750 | EDGAR |
| 2025-06-16 | 0001140361-25-022666 | EDGAR |
| 2025-05-01 | 0001628280-25-021577 | EDGAR |
| 2025-04-03 | 0001140361-25-011979 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-17 | 0001628280-26-008617 | EDGAR |
| 2025-02-19 | 0001628280-25-006391 | EDGAR |
| 2024-02-23 | 0001628280-24-006642 | EDGAR |
| 2023-02-21 | 0001628280-23-004287 | EDGAR |
| 2022-02-25 | 0001628280-22-003991 | EDGAR |
| 2021-02-26 | 0001628280-21-003454 | EDGAR |
| 2020-02-26 | 0001140361-20-004146 | EDGAR |
| 2019-02-27 | 0001140361-19-004014 | EDGAR |
| 2018-02-16 | 0001140361-18-008833 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001628280-26-028401 | EDGAR |
| 2025-10-31 | 0001628280-25-047838 | EDGAR |
| 2025-07-31 | 0001628280-25-037049 | EDGAR |
| 2025-05-02 | 0001628280-25-021883 | EDGAR |
| 2024-11-01 | 0001628280-24-044749 | EDGAR |
| 2024-08-02 | 0001628280-24-034400 | EDGAR |
| 2024-05-03 | 0001628280-24-020267 | EDGAR |
| 2023-11-03 | 0001628280-23-036698 | EDGAR |
| 2023-08-04 | 0001628280-23-027540 | EDGAR |
| 2023-05-05 | 0001628280-23-016124 | 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 | 29.6 |
| P/B Ratio | 2.8 |
| P/S Ratio | 3.6 |
| EV/EBITDA | 15.6 |
| TTM Revenue | $7.9B |
| TTM Net Income | $1.0B |
| TTM EPS | $2.43 |
| ROE | 9.4% |
| Dividend Yield | 0.11% |
| Debt/Equity | 0.47 |