JB Hunt Transport Services Inc(JBHT)
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.
Snapshot
$288.14
- 52-Week Range
- $130.12 – $293.54
- YTD
- +46.43%
- IV Rank (30D)
- 11.53
- Straddle Price
- $21.85
- P/C Vol Ratio
- 0.51
- Market Cap
- $26.4B
Fair Value
-23.7% 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 ≥ 0.5% and dividend payments are stable.
- 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) | 4.41% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.91% (VRP-adj) |
| WACC | 9.68% |
| Volatility Risk Premium | +38.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 24.4% |
| Rev. Growth (YoY, DCF input) | +4.4% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.0B |
| Return on Equity (TTM) | 17.3% |
| Book / Price | 13.2% |
| Gross Margin (TTM) | 55.3% |
| FCF Margin (TTM) | 8.5% |
| Debt / Equity | 0.36 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +13.0% (reverse-DCF on current price) |
| SMA 50 | $262.46 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $279.13 |
| Bollinger Width / SMA20 | 3.4% (drives anchor stability) |
| Net Debt | $1.3B |
| Market Cap | $27B |
Peers used for multiples: CHRW, CSX, EXPD, FDX, NSC, ODFL, UNP, UPS
Blended Fair Value
$219.78
Current Price
$287.89
Deviation
-23.7%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -6.2% | -0.93 | -0.83 | 25.1% | — |
| 42d | -9.2% | -1.39 | -0.83 | 25.1% | — |
| 63d | -11.0% | -1.39 | -0.83 | 25.1% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $157.60 | 16% | |
| DDM (Gordon) | $33.61 | 13% | |
| Peer P/E | $173.30 | 7% | median 25.8× · 8 peers |
| Peer EV/EBITDA | $260.23 | 7% | median 15.8× · 8 peers |
| Peer P/B | $272.19 | 1% | median 7.3× · 8 peers |
| Peer P/S | $499.17 | 5% | median 3.8× · 8 peers |
| Market Anchor (SMA50) | $262.46 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $259.73 | 16% | 30 strikes · skew +0.48 |
As of 2026-06-29 · updated 2026-06-29 20:59:30.874000
Info
- Industry (SIC)
- TRUCKING (NO LOCAL) (4213)
- Exchange
- XNAS
- Market Cap
- $26.4B
J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (48% of sales), dedicated trucking services that provide customer-specific fleet needs (27%), for-hire truckload (6%), heavy goods final-mile delivery (7%), and asset-light truck brokerage (12%).
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.88% | 23 |
| Feb | +0.90% | 23 |
| Mar | +1.03% | 23 |
| Apr | +1.22% | 23 |
| May | -0.25% | 23 |
| Jun | +1.04% | 23 |
| Jul | +1.59% | 22 |
| Aug | -2.51% | 22 |
| Sep | -0.36% | 23 |
| Oct | +3.76% | 23 |
| Nov | +3.15% | 23 |
| Dec | +0.82% | 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: $279.70
SMA 50: $263.45
SMA 200: $207.52
Current: $287.89
EMA 12: $277.58
EMA 26: $273.37
MACD: 4.2029 | Signal: -1.0685
BULLISH
ADX (14): 19.99
RANGE
+DI: 25.20
−DI: 18.40
Momentum Oscillators
RSI (14): 62.52
NEUTRAL
Stoch %K: 55.33
Stoch %D: 36.11
Williams %R: -20.06
Volume & Volatility
BB Upper: $293.57
BB Lower: $265.83
NEUTRAL
OBV: 11,847,967
Vol SMA 20: 1,020,894
Vol ROC: 58.90%
ATR: $8.86
True Range: $9.31
HV 20: 30.4%
HV 30: 29.6%
HV 60: 33.8%
Data Summary
Data Points: 500
Last Updated: 2026-06-29T21:15:18.383000
Date Range: 2024-07-01T00:00:00 – 2026-06-29T00:00:00
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 |
|---|---|---|---|---|---|
| 2024-07-16 | After-Close | 7.12% | 3.24% | 0.46x | Within |
| 2024-10-15 | After-Close | 8.74% | 4.42% | 0.51x | Within |
| 2025-01-16 | After-Close | 5.77% | 5.05% | 0.88x | Within |
| 2025-07-15 | After-Close | 5.84% | 0.04% | 0.01x | Within |
| 2025-10-15 | After-Close | 9.33% | 14.74% | 1.58x | Exceeded |
| 2026-01-15 | After-Close | 6.44% | 0.97% | 0.15x | Within |
| 2026-04-15 | After-Close | 6.72% | 5.02% | 0.75x | Within |
Options Activity
- IV Rank (30D)
- 11.53
- IV Rank (7D)
- 11.53
- Avg IV
- 51.4%
- Straddle (30D)
- $21.85
- Straddle (7D)
- $21.85
- P/C Volume
- 0.51
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)
- 0.85
- Correlation (SPY)
- 27.9%
- R²
- 0.08
- Ann. Volatility
- 38.3%
- SPY Volatility
- 12.5%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 96,928,750 (as of 2026-03-31)
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.
14 filers$79.66M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | PEAK6 LLC | $21.61M | 27.13% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $20.60M | 25.86% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $11.48M | 14.42% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $8.33M | 10.45% | 2026-03-31 |
| 5 | Twin Tree Management, LP | $6.44M | 8.09% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $2.64M | 3.32% | 2025-09-30 |
| 7 | Squarepoint Ops LLC | $1.84M | 2.31% | 2026-03-31 |
| 8 | MILLENNIUM MANAGEMENT LLC Custodian | $1.80M | 2.26% | 2026-03-31 |
| 9 | Cubist Systematic Strategies, LLC | $1.62M | 2.04% | 2025-09-30 |
| 10 | Alphadyne Asset Management LP | $1.59M | 2.00% | 2026-03-31 |
| 11 | BANK OF MONTREAL /CAN/ Custodian | $614.51K | 0.77% | 2026-03-31 |
| 12 | Walleye Capital LLC | $614.51K | 0.77% | 2026-03-31 |
| 13 | TUDOR INVESTMENT CORP ET AL | $317.85K | 0.40% | 2026-03-31 |
| 14 | Walleye Trading LLC | $148.33K | 0.19% | 2026-03-31 |
14 filers$60.59M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $25.17M | 41.54% | 2026-03-31 |
| 2 | Alphadyne Asset Management LP | $7.80M | 12.87% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $6.61M | 10.91% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $6.08M | 10.04% | 2026-03-31 |
| 5 | Walleye Trading LLC | $4.00M | 6.61% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $2.74M | 4.52% | 2025-09-30 |
| 7 | Squarepoint Ops LLC | $2.03M | 3.36% | 2026-03-31 |
| 8 | Twin Tree Management, LP | $1.42M | 2.34% | 2026-03-31 |
| 9 | TUDOR INVESTMENT CORP ET AL | $1.33M | 2.20% | 2026-03-31 |
| 10 | MILLENNIUM MANAGEMENT LLC Custodian | $1.31M | 2.17% | 2026-03-31 |
| 11 | Cubist Systematic Strategies, LLC | $898.94K | 1.48% | 2025-09-30 |
| 12 | BANK OF MONTREAL /CAN/ Custodian | $614.51K | 1.01% | 2026-03-31 |
| 13 | Walleye Capital LLC | $339.04K | 0.56% | 2026-03-31 |
| 14 | Point72 Asset Management, L.P. | $233.09K | 0.38% | 2026-03-31 |
Insider Activity
Latest: 2026-06-08
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | David Keefauver | EVP of People | Sell (S) | −703 | $285.13 | -$200.4K | EDGAR |
| 2026-06-08 | Brian Webb | EVP- Final Mile Services | Sell (S) | −1,500 | $284.01 | -$426.0K | EDGAR |
| 2026-06-02 | EARL WAYNE GARRISON | Honorary Founding Director | Gift (G) | −76,744 | — | EDGAR | |
| 2026-06-02 | Nicholas Hobbs | EVP and COO | Gift (G) | −6,204 | — | EDGAR | |
| 2026-06-01 | JAMES L ROBO | Director | Other (J) | +37,856 | $270.24 | $10.23M | EDGAR |
| 2026-05-26 | Spencer Frazier | EVP of Sales and Marketing | Sell (S) | −2,000 | $258.20 | -$516.4K | EDGAR |
| 2026-05-18 | Bradley W. Hicks | President of DCS | Sell (S) | −7,644 | $261.91 | -$2.00M | EDGAR |
| 2026-05-15 | Darren P. Field | EVP and President Intermodal | Sell (S) | −4,000 | $254.49 | -$1.02M | EDGAR |
| 2026-05-05 | Albert Brad Delco | EVP & CFO | Gift (G) | −98 | — | EDGAR | |
| 2026-04-27 | M. Brett Biggs | Director | Award (A) | +855 | $253.71 | $216.9K | EDGAR |
| 2026-04-27 | Francesca M. Edwardson | Director | Award (A) | +1,241 | $253.71 | $314.9K | EDGAR |
| 2026-04-27 | SHARILYN S GASAWAY | Director | Award (A) | +1,399 | $253.71 | $354.9K | EDGAR |
| 2026-04-27 | Persio V Lisboa | Director | Award (A) | +1,241 | $253.71 | $314.9K | EDGAR |
| 2026-04-27 | Thad Hill | Director | Award (A) | +1,320 | $253.71 | $334.9K | EDGAR |
| 2026-04-27 | JAMES L ROBO | Director | Award (A) | +1,359 | $253.71 | $344.8K | 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
44 insiders · @ $287.89
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 | J B HUNT LLC | 10%+ Owner | 17,477,085 | $5.03B | -$615.66M | 34 | 2017-08-31 |
| 2 | EARL WAYNE GARRISON | Honorary Founding Director | 1,110,957 | $319.83M | -$334.59M | 64 | 2026-06-02 |
| 3 | JOHNELLE D HUNT | 10%+ Owner | 847,352 | $243.94M | -$863.91M | 38 | 2021-12-13 |
| 4 | Gary Charles George | Director | 689,500 | $198.50M | -$67.18M | 51 | 2023-01-05 |
| 5 | JOHNELLE HUNT LLC | Corporate Secretary | 240,000 | $69.09M | -$4.71M | 2 | 2016-11-16 |
| 6 | PAUL R BERGANT | EVP Marketing, Chief Marketing | 233,388 | $67.19M | -$13.10M | 31 | 2011-11-14 |
| 7 | JERRY W WALTON | EVP/CFO | 155,255 | $44.70M | -$5.67M | 11 | 2009-11-13 |
| 8 | DAVID G MEE | EVP and CFO | 143,090 | $41.19M | -$14.39M | 56 | 2020-04-20 |
| 9 | JAMES L ROBO | Director | 117,688 | $33.88M | $11.16M | 32 | 2026-06-01 |
| 10 | KAY J PALMER | 112,946 | $32.52M | -$10.45M | 67 | 2016-04-22 |
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: 2026-06-05
? Form 144 Guide
Last 30d:
2 filings
· $637K notice value
· Last 90d:
7 filings
· $4.7M notice value
· 7 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. 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:
Hicks Bradley W. (1, $1.9M) · Field Darren P. (1, $1.0M) · SPENCER O FRAZIER (1, $516K) · BRIAN WEBB (1, $426K) · Hobbs Nicholas (1, $323K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | BRIAN WEBB | Officer | 1,500 | $426.0K | 2026-06-05 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-05 | Keefauver David | Director | 739 | $210.6K | 2026-06-05 | Charles Schwab Corp. | — | EDGAR |
| 2026-05-20 | SPENCER O FRAZIER | Officer | 2,000 | $516.4K | 2026-05-19 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-14 | Field Darren P. | Officer | 4,000 | $1.02M | 2026-05-14 | Stephens Inc. | — | EDGAR |
| 2026-04-22 | Hicks Bradley W. | Officer | 7,644 | $1.93M | 2026-04-22 | Charles Schwab & Co | — | EDGAR |
| 2026-04-22 | Hobbs Nicholas | Director | 1,272 | $322.6K | 2026-04-22 | Charles Schwab Corp. | — | EDGAR |
| 2026-04-21 | THOMPSON JAMES K | Director | 1,000 | $251.0K | 2026-04-21 | Arvest Wealth Management | — | EDGAR |
| 2026-02-27 | JENNIFER BOATTINI | Officer | 2,238 | $519.2K | 2026-02-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-11 | THOMPSON JAMES K | Director | 2,300 | $532.0K | 2026-02-11 | Arvest Wealth Management | — | EDGAR |
| 2026-02-05 | Delco Albert Brad | Affiliate | 1,000 | $228.2K | 2026-02-05 | 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.
Recent SEC Filings
Latest: 2026-04-24
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-24 | 0001437749-26-013243 | EDGAR |
| 2026-04-15 | 0001437749-26-012396 | EDGAR |
| 2026-03-05 | 0001437749-26-007077 | EDGAR |
| 2026-01-15 | 0001437749-26-001357 | EDGAR |
| 2025-12-02 | 0001437749-25-036646 | EDGAR |
| 2025-10-15 | 0001437749-25-031039 | EDGAR |
| 2025-08-22 | 0001437749-25-027577 | EDGAR |
| 2025-07-15 | 0001437749-25-022724 | EDGAR |
| 2025-04-25 | 0001437749-25-013087 | EDGAR |
| 2025-04-15 | 0001437749-25-012053 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-24 | 0001437749-26-005294 | EDGAR |
| 2025-02-21 | 0001437749-25-004736 | EDGAR |
| 2024-02-23 | 0001437749-24-005368 | EDGAR |
| 2023-02-24 | 0001437749-23-004530 | EDGAR |
| 2022-02-25 | 0001437749-22-004457 | EDGAR |
| 2021-02-23 | 0001437749-21-003667 | EDGAR |
| 2020-03-02 | 0001437749-20-004119 | EDGAR |
| 2019-02-22 | 0001437749-19-003134 | EDGAR |
| 2018-02-23 | 0001437749-18-003239 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-24 | 0001437749-26-013300 | EDGAR |
| 2025-10-24 | 0001437749-25-031696 | EDGAR |
| 2025-07-24 | 0001437749-25-023379 | EDGAR |
| 2025-04-25 | 0001437749-25-013085 | EDGAR |
| 2024-10-25 | 0001437749-24-032122 | EDGAR |
| 2024-07-26 | 0001437749-24-023553 | EDGAR |
| 2024-04-26 | 0001437749-24-013384 | EDGAR |
| 2023-10-27 | 0001437749-23-029197 | EDGAR |
| 2023-07-27 | 0001437749-23-020887 | EDGAR |
| 2023-04-28 | 0001437749-23-011573 | 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 | 44.7 |
| P/B Ratio | 7.3 |
| P/S Ratio | 2.2 |
| EV/EBITDA | 17.2 |
| TTM Revenue | $12.1B |
| TTM Net Income | $0.6B |
| TTM EPS | $6.44 |
| ROE | 17.3% |
| Dividend Yield | 0.64% |
| Debt/Equity | 0.36 |