JILL J.Jill, Inc. Common Stock
XNYS
Stock 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.
- Industry (SIC)
- WOMEN'S, MISSES', AND JUNIORS OUTERWEAR (2330) · industry map
- Exchange
- XNYS
- Market Cap
- $0.3B
- Employees
- 3,140
- List Date
- 2017-03-09
- CIK
- 0001687932
- Next Earnings
- 2026-12-09
- EPS Forecast
- $0.59 (1 est.)
- Headquarters
- Quincy, MA
- Homepage
- https://www.jjill.com
J.Jill Inc is a national lifestyle brand that provides apparel, footwear, and accessories. The company's products are marketed under the J.Jill brand name and sold through its two channels: its e-commerce platform and catalog (Direct) and its retail stores (Retail). J.Jill caters to a distinctive set of women, typically forty-five years and older, offering them various apparel products, footwear, and accessories, comprising shirts, dresses, tops and tees, sweaters, pants and jeans, jewelry, bags, belts, shoes, scarves, etc. The company's operating segments consist of its Retail channels, which…
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.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 16.47% | -23.43% | 8.53% | -8.08% | 0.44% | 13.20% | 1.19% |
| Feb | 25.26% | 2.70% | -1.35% | 6.79% | -10.57% | 7.33% | 5.03% |
| Mar | 90.06% | -0.20% | -6.09% | 27.88% | -12.46% | -32.67% | 11.09% |
| Apr | -10.55% | 8.38% | -3.77% | -23.44% | -19.89% | 12.94% | -6.06% |
| May | 109.75% | 23.17% | -11.90% | 29.72% | 3.03% | 2.18% | 25.99% |
| Jun | -6.50% | -0.60% | -1.38% | -1.21% | -4.69% | 21.98% | 1.27% |
| Jul | 11.92% | -12.17% | 6.37% | 9.86% | 3.16% | 9.04% | 4.70% |
| Aug | -18.73% | -1.22% | 11.60% | -10.75% | 9.11% | 5.57% | -0.74% |
| Sep | -13.70% | -1.72% | 14.68% | -23.48% | 1.66% | 25.42% | 0.48% |
| Oct | -6.80% | 24.32% | -2.65% | -2.45% | -10.30% | -6.56%* | -0.74% |
| Nov | -8.06% | 22.90% | 3.40% | 15.00% | 3.14% | -- | 7.28% |
| Dec | 20.33% | -3.84% | -15.67% | -1.81% | -12.11% | -- | -2.62% |
| Total | 293.69% | 30.46% | -2.86% | 1.78% | -42.45% | 55.35% | 56.00% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
Here is my analysis of JILL stock:
Executive Summary
Overall assessment: NEUTRAL with a confidence level of 6/10. Key drivers: Recent technical signals suggest a potential reversal, but earnings misses and negative news sentiment are concerning. Primary risks: Negative earnings surprises, sector rotation away from apparel.
Investment thesis: JILL's recent technical setup could lead to a short-term bounce, but the stock remains susceptible to negative news and earnings misses.
Recent news sentiment impact: The recent news headlines are predominantly negative, which may weigh on the stock price.
JILL Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $5.3M | #1425 of 3138 | -5.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
JILL Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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 |
|---|
JILL Insider Trading (Form 4)
Latest: 2026-10-21| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-21 | Mark W. Webb | EVP, CFO & COO | Sell (S) | −5,000 | $24.52 | -$122.6K | EDGAR |
| 2026-10-09 | Shelley B Milano | Director | Other (J) | +30 | — | EDGAR | |
| 2026-10-09 | Courtnee A Chun | Director | Other (J) | +30 | — | EDGAR | |
| 2026-10-09 | Michael Rahamim | Director | Other (J) | +30 | — | EDGAR | |
| 2026-10-09 | Jyothi Rao | Director | Other (J) | +30 | — | EDGAR | |
| 2026-10-09 | Maria D. Martinez | See Remarks | Other (J) | +106 | — | EDGAR | |
| 2026-10-09 | Michael A Eck | Director | Other (J) | +30 | — | EDGAR | |
| 2026-10-09 | Mark W. Webb | EVP, CFO & COO | Other (J) | +243 | — | EDGAR | |
| 2026-10-09 | Courtney O'Connor | See Remarks | Other (J) | +79 | — | EDGAR | |
| 2026-10-09 | Elliot Staples | See Remarks | Other (J) | +75 | — | EDGAR | |
| 2026-10-09 | Mary Ellen Coyne | CEO & President | Other (J) | +590 | — | EDGAR | |
| 2026-10-01 | Mark W. Webb | EVP, CFO & COO | Tax (F) | −3,513 | $24.48 | -$86.0K | EDGAR |
| 2026-10-01 | Maria D. Martinez | See Remarks | Tax (F) | −819 | $24.48 | -$20.1K | EDGAR |
| 2026-09-23 | Elliot Staples | See Remarks | Sell (S) | −13,287 | $24.20 | -$321.5K | EDGAR |
| 2026-09-22 | Mark W. Webb | EVP, CFO & COO | Sell (S) | −25,000 | $23.28 | -$582.0K | EDGAR |
JILL Insider Holdings
14 insiders · @ $22.80| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Michael Rahamim | Director | 387,179 | $8.83M | -$1.09M | 35 | 2026-10-09 |
| 2 | Mary Ellen Coyne | CEO & President | 187,975 | $4.29M | $0 | 9 | 2026-10-09 |
| 3 | Claire Spofford | Retired President & CEO | 121,993 | $2.78M | -$3.53M | 31 | 2025-05-02 |
| 4 | Mark W. Webb | EVP, CFO & COO | 113,523 | $2.59M | -$1.87M | 69 | 2026-10-21 |
| 5 | Elliot Staples | See Remarks | 60,345 | $1.38M | -$321.5K | 18 | 2026-10-09 |
| 6 | Maria D. Martinez | See Remarks | 44,925 | $1.02M | $0 | 23 | 2026-10-09 |
| 7 | Michael A Eck | Director | 44,026 | $1.00M | -$255.2K | 31 | 2026-10-09 |
| 8 | Jyothi Rao | Director | 28,434 | $648.3K | -$52.2K | 17 | 2026-10-09 |
| 9 | Shelley B Milano | Director | 26,814 | $611.4K | -$27.7K | 15 | 2026-10-09 |
| 10 | Courtney O'Connor | See Remarks | 25,708 | $586.1K | $0 | 8 | 2026-10-09 |
JILL Board & Officers
As of SEC filings through Oct 21, 2026Directors 7
- Michael A Eck · since Mar 8, 2017
- Michael Rahamim · since Mar 8, 2017
- Michael Recht · since Mar 8, 2017
- Shelley B Milano · since Jun 10, 2020
- Jyothi Rao · since Jul 12, 2021
- Courtnee A Chun · since Sep 3, 2024
- Mary Ellen Coyne · since May 1, 2025
Officers 5
- Mary Ellen Coyne · CEO & President · since May 1, 2025
- Elliot Staples · Senior Vice President, Creative Director · since Mar 11, 2025
- Mark W. Webb · EVP, CFO & COO · listed since Mar 2023
- Maria D. Martinez · SVP, Chief Human Resources Officer · listed since Apr 2024
- Courtney O'Connor · SVP, Chief Merchandising Officer · since Jun 30, 2025
Changes in the last 10 years (69)
| Jun 5, 2026 | Andrew Rolfe reported in an SEC filing no longer being a director |
| Apr 14, 2026 | The company announced the departure of James Guido as VP, Chief Accounting Officer in an SEC filing |
| Jul 2, 2025 | Shelley Liebsch reported in an SEC filing no longer being Senior Vice President, Chief Merchandising Officer |
| Jun 30, 2025 | Courtney O'Connor became SVP, Chief Merchandising Officer |
| May 2, 2025 | Claire Spofford reported in an SEC filing no longer being a director |
| May 2, 2025 | Claire Spofford reported in an SEC filing no longer being President & CEO |
| May 1, 2025 | Mary Ellen Coyne became a director |
| May 1, 2025 | Mary Ellen Coyne became CEO & President |
| Mar 11, 2025 | Shelley Liebsch became Senior Vice President, Chief Merchandising Officer |
| Mar 11, 2025 | Elliot Staples became Senior Vice President, Creative Director |
| Sep 3, 2024 | Courtnee A Chun became a director |
| Jun 18, 2024 | TowerBrook Investors, Ltd. first listed as a director in an SEC filing |
| Jun 18, 2024 | TowerBrook Investors IV (Onshore), L.P. first listed as a director in an SEC filing |
| Jun 18, 2024 | TowerBrook Investors GP IV, L.P. first listed as a director in an SEC filing |
| Jun 18, 2024 | Ti IV Jj Gp, LLC first listed as a director in an SEC filing |
| Jun 18, 2024 | TI IV JJill Holdings, LP first listed as a director in an SEC filing |
| Jun 18, 2024 | Neal Moszkowski first listed as a director in an SEC filing |
| Jun 2, 2024 | Karim Saddi became a director |
| Jun 2, 2024 | Karim Saddi became a 10% owner |
| Jun 2, 2024 | Jonathan Bilzin became a director |
| Jun 2, 2024 | Jonathan Bilzin became a 10% owner |
| Apr 3, 2024 | Maria D. Martinez listed as SVP, Chief Human Resources Officer (previously Chief Human Resources Officer) in SEC filings |
| Mar 13, 2024 | The company announced the departure of James S Scully from the board in an SEC filing |
| Mar 13, 2024 | Maria D. Martinez became Chief Human Resources Officer |
| Oct 19, 2023 | Pleasant Lake Partners LLC reported in an SEC filing no longer being a 10% owner |
| Oct 19, 2023 | Fund 1 Investments, LLC reported in an SEC filing no longer being a 10% owner |
| Oct 6, 2023 | James Guido became VP, Chief Accounting Officer |
| Jun 30, 2023 | Pleasant Lake Partners LLC became a 10% owner |
| Jun 30, 2023 | Fund 1 Investments, LLC became a 10% owner |
| Jun 28, 2023 | James S Scully no longer listed as Interim CEO in SEC filings |
| Apr 4, 2023 | James S Scully first listed as Interim CEO in an SEC filing |
| Mar 17, 2023 | Mark W. Webb listed as EVP, CFO & COO (previously Chief Financial Officer) in SEC filings |
| Dec 14, 2022 | Mark W. Webb listed as Chief Financial Officer (previously EVP, CFO & COO) in SEC filings |
| Apr 4, 2022 | Mark W. Webb listed as EVP, CFO & COO (previously CFO & COO) in SEC filings |
| Apr 4, 2022 | Claire Spofford first listed as a director in an SEC filing |
| Jul 13, 2021 | Mark W. Webb listed as CFO & COO (previously Chief Financial Officer) in SEC filings |
| Jul 12, 2021 | Jyothi Rao became a director |
| Mar 25, 2021 | Kyle Polischuk became SVP CHRO |
| Mar 18, 2021 | James S Scully no longer listed as Interim CEO in SEC filings |
| Feb 15, 2021 | Claire Spofford became President & CEO |
| Jun 10, 2020 | Shelley B Milano became a director |
| Dec 6, 2019 | James S Scully first listed as Interim CEO in an SEC filing |
| Jul 8, 2019 | Deanna Steele became Executive Vice President, Chief Information and Digital Officer |
| May 1, 2019 | Mark W. Webb became Chief Financial Officer |
| Apr 2, 2019 | P. Kelly Mooney became a director |
| Mar 26, 2019 | Linda Heasley listed as CEO & President (previously Chief Executive Officer) in SEC filings |
| Sep 10, 2018 | Brian Beitler became Chief Marketing and Brand Development Officer |
| Apr 18, 2018 | Linda Heasley first listed as Chief Executive Officer in an SEC filing |
| Apr 11, 2018 | David Biese listed as Chief Financial and Operating Officer (previously Chief Financial Officer) in SEC filings |
| Aug 14, 2017 | James S Scully became a director |
| Mar 14, 2017 | Linda Heasley became a director |
| Mar 8, 2017 | Travis Nelson became a director |
| Mar 8, 2017 | TowerBrook Investors, Ltd. became a 10% owner |
| Mar 8, 2017 | TowerBrook Investors IV (Onshore), L.P. became a 10% owner |
| Mar 8, 2017 | TowerBrook Investors GP IV, L.P. became a 10% owner |
| Mar 8, 2017 | Ti IV Jj Gp, LLC became a 10% owner |
| Mar 8, 2017 | TI IV JJill Holdings, LP became a 10% owner |
| Mar 8, 2017 | Ramez Sousou became a 10% owner |
| Mar 8, 2017 | Paula Bennett became a director |
| Mar 8, 2017 | Paula Bennett became President and Chief Executive Officer |
| Mar 8, 2017 | Neal Moszkowski became a 10% owner |
| Mar 8, 2017 | Michael Recht became a director |
| Mar 8, 2017 | Michael Rahamim became a director |
| Mar 8, 2017 | Michael A Eck became a director |
| Mar 8, 2017 | Marka Hansen became a director |
| Mar 8, 2017 | Joann Fielder became Chief Merchandising and Creative Officer |
| Mar 8, 2017 | JJill Topco Holdings, LP became a 10% owner |
| Mar 8, 2017 | David Biese became Chief Financial Officer |
| Mar 8, 2017 | Andrew Rolfe became a director |
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Not reported recently (20)
- TowerBrook Investors GP IV, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 21, 2024
- TowerBrook Investors, Ltd. · Last reported as a 10% owner in an SEC filing dated Aug 21, 2024
- Ti IV Jj Gp, LLC · Last reported as a 10% owner in an SEC filing dated Aug 21, 2024
- Neal Moszkowski · Last reported as a 10% owner in an SEC filing dated Aug 21, 2024
- TowerBrook Investors IV (Onshore), L.P. · Last reported as a 10% owner in an SEC filing dated Aug 21, 2024
- TI IV JJill Holdings, LP · Last reported as a 10% owner in an SEC filing dated Aug 21, 2024
- Karim Saddi · Last reported as a director in an SEC filing dated Aug 21, 2024
- Jonathan Bilzin · Last reported as a director in an SEC filing dated Aug 21, 2024
- Kyle Polischuk · Last reported as SVP CHRO in an SEC filing dated Apr 4, 2023
- Marka Hansen · Last reported as a director in an SEC filing dated Mar 18, 2021
- Travis Nelson · Last reported as a director in an SEC filing dated Mar 18, 2021
- Ramez Sousou · Last reported as a 10% owner in an SEC filing dated Oct 6, 2020
- Deanna Steele · Last reported as Executive Vice President, Chief Information and Digital Officer in an SEC filing dated Jul 8, 2020
- P. Kelly Mooney · Last reported as a director in an SEC filing dated Apr 3, 2020
- Brian Beitler · Last reported as Chief Marketing and Brand Development Officer in an SEC filing dated Mar 24, 2020
- Linda Heasley · Last reported as a director in an SEC filing dated Jun 19, 2019
- David Biese · Last reported as Chief Financial and Operating Officer in an SEC filing dated Apr 11, 2019
- Joann Fielder · Last reported as Chief Merchandising and Creative Officer in an SEC filing dated Apr 11, 2018
- Paula Bennett · Last reported as a director in an SEC filing dated Dec 15, 2017
- JJill Topco Holdings, LP · Last reported as a 10% owner in an SEC filing dated Apr 11, 2017
JILL Proposed Insider Sales (Form 144)
Latest: 2026-09-22What 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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-22 | Staples Elliot | Officer | 13,287 | $326.2K | 2026-09-22 | Equiniti Trust Company | — | EDGAR |
| 2026-09-21 | Mark Webb | Officer | 30,000 | $718.5K | 2026-09-21 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2026-08-19 | Mark Webb | Officer | 30,000 | $613.5K | 2026-08-19 | Goldman Sachs & Co. LLC | 10b5-1 | EDGAR |
| 2025-02-13 | Spofford Claire | CEO & President officer/director | 5,164 | $131.2K | 2025-02-13 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-02-12 | Spofford Claire | CEO & President officer/director | 6,031 | $151.1K | 2025-02-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-02-11 | Spofford Claire | CEO & President officer/director | 5,000 | $127.1K | 2025-02-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-02-10 | Spofford Claire | CEO & President officer/director | 5,000 | $127.2K | 2025-02-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-01-16 | Spofford Claire | CEO & President officer/director | 5,000 | $132.6K | 2025-01-13 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-01-15 | Spofford Claire | CEO & President officer/director | 5,000 | $132.8K | 2025-01-13 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-01-14 | Spofford Claire | CEO & President officer/director | 5,000 | $130.3K | 2025-01-14 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $5.3M | — | 2026-09-30 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.01% | $4.7M | $32.2B | 2026-10-23 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $4.3M | $74.6B | 2026-10-23 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $2.1M | — | 2026-09-30 |
| 5 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $1.8M | — | 2026-10-23 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $1.8M | — | 2026-10-23 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.5M | $13.9B | 2026-10-23 |
| 8 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $986,156 | — | 2026-09-30 |
| 9 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.04% | $807,513 | — | 2026-06-30 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $570,740 | — | 2026-10-23 |
| 11 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $521,066 | — | 2026-10-23 |
| 12 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.04% | $474,080 | $1.2B | 2026-10-23 |
| 13 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.05% | $351,663 | — | 2026-06-30 |
| 14 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $248,736 | $3.2B | 2026-10-23 |
| 15 | AIMS Acuitas Small Cap Active ETF | Nport | 0.20% | $182,902 | — | 2026-06-30 |
| 16 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $155,724 | — | 2026-09-30 |
| 17 | ROSC Hartford Multifactor Small Cap ETF | Nport | 0.25% | $155,617 | — | 2026-07-31 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $127,871 | — | 2026-10-23 |
| 19 | VFMV Vanguard U.S. Minimum Volatility ETF | Vanguard | 0.02% | $84,863 | — | 2026-10-23 |
| 20 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $76,357 | — | 2026-10-26 |
| 21 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.00% | $71,415 | — | 2026-06-30 |
| 22 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $48,658 | — | 2026-10-23 |
| 23 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $39,075 | $14.7B | 2026-10-23 |
| 24 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $25,877 | — | 2026-10-23 |
| 25 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $18,034 | — | 2026-09-30 |
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.
- 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.
- 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.