Jones Lang LaSalle, Inc.(JLL)

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
$313.08
After hours $313.08 +0.00%
52-Week Range
$246.07 – $363.06
YTD
-6.78%
IV Rank (30D)
15.79
Straddle Price
$18.75
P/C Vol Ratio
0.46
Market Cap
$14.6B
Fair Value
-11.2% vs price
Confidence: 71% Alpha Score: 0.10

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 SPY1.00
Cost of Equity (CAPM)9.73% (VRP-adj)
WACC9.60%
Volatility Risk Premium+9.4pp (IV − HV30), ERP adj +32bps
Effective Tax Rate19.3%
Rev. Growth (YoY, DCF input)+2.2%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.0B
Return on Equity (TTM)12.3%
Book / Price48.9% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)3.9%
Debt / Equity0.15
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+3.5% (reverse-DCF on current price)
SMA 50$309.52 (Market Anchor value)
SMA 20 / Bollinger Mid$297.62
Bollinger Width / SMA203.1% (drives anchor stability)
Net Debt$0.7B
Market Cap$15B
Peers used for multiples: ARW, AVT, DINO, LEA, M, PBF, SNX (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$278.15
Current Price
$313.08
Deviation
-11.2%
Forward-Return Rank SHORT gated
?
Horizon Expected α z Pred Blended z Rank % Active?
21d -3.3% +0.33 -0.52 75.3%
42d -3.8% +0.61 -0.52 75.3%
63d -3.4% +0.68 -0.52 75.3%
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.
MethodImplied PriceWeightDetail
DCF $290.28 24%
DDM (Gordon) n/a 0%
Peer P/E $248.84 7% median 13.1× · 7 peers
Peer EV/EBITDA $228.22 7% median 7.2× · 7 peers
Peer P/B $215.71 7% median 1.4× · 7 peers
Peer P/S $170.17 7% median 0.3× · 7 peers
Market Anchor (SMA50) $309.52 48% stability 100% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-06-29 · updated 2026-06-29 20:59:30.874000
Info
Industry (SIC)
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS) (6531)
Exchange
XNYS
Market Cap
$14.6B

Jones Lang LaSalle provides a wide range of real estate-related services to owners, occupiers, and investors worldwide, including leasing, property and project management, and capital markets advisory. JLL's investment management arm, LaSalle Investment Management, manages over $86 billion for clients across diverse public and private real estate strategies as of the end of 2025.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +3.79% 23
Feb +3.05% 23
Mar +1.04% 23
Apr +0.76% 23
May -1.11% 23
Jun +0.59% 23
Jul +3.73% 22
Aug -0.22% 22
Sep -2.86% 23
Oct +1.73% 23
Nov +4.16% 23
Dec +2.27% 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: $299.16
SMA 50: $309.10
SMA 200: $315.29
Current: $313.08
EMA 12: $303.17
EMA 26: $301.77
MACD: 1.3997 | Signal: 2.4671
BEARISH
ADX (14): 24.40
WEAK TREND
+DI: 28.03
−DI: 11.45
Momentum Oscillators
RSI (14): 60.14
NEUTRAL
Stoch %K: 80.97
Stoch %D: 63.62
Williams %R: -12.46
Volume & Volatility
BB Upper: $312.53
BB Lower: $285.79
OVERBOUGHT
OBV: 10,244,414
Vol SMA 20: 405,703
Vol ROC: 91.20%
ATR: $9.83
True Range: $8.80
HV 20: 30.6%
HV 30: 27.0%
HV 60: 33.3%

Data Summary
Data Points: 500
Last Updated: 2026-06-29T21:15:14.454000
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 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-06 Pre-Market 7.59% 0.86% 0.11x Within
2024-11-06 Pre-Market 7.08% 6.34% 0.90x Within
2025-02-19 Pre-Market 4.34% 1.56% 0.36x Within
2025-05-07 Pre-Market 6.09% 0.75% 0.12x Within
2025-08-06 Pre-Market 5.53% 0.81% 0.15x Within
2025-11-05 Pre-Market 8.67% 2.20% 0.25x Within
2026-02-18 Pre-Market 7.92% 9.53% 1.20x Exceeded
2026-04-30 Pre-Market 7.06% 8.83% 1.25x Exceeded
Options Activity
IV Rank (30D)
15.79
IV Rank (7D)
15.79
Avg IV
54.4%
Straddle (30D)
$18.75
Straddle (7D)
$18.75
P/C Volume
0.46
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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 —

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)
0.94
Correlation (SPY)
35.4%
0.13
Ann. Volatility
33.4%
SPY Volatility
12.5%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
Diluted shares outstanding: 48,199,250 (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.

664 filers43,297,525 shares$12.97B value89.83% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 6,792,722 $2.29B 17.62% 14.09% 2025-12-31
2 BlackRock, Inc. Custodian 4,642,764 $1.41B 10.89% 9.63% 2026-03-31
3 FMR LLC Custodian 2,693,512 $819.69M 6.32% 5.59% 2026-03-31
4 EdgePoint Investment Group Inc. 1,905,011 $579.73M 4.47% 3.95% 2026-03-31
5 MORGAN STANLEY Custodian 1,630,867 $548.74M 4.23% 3.38% 2025-12-31
6 STATE STREET CORP 1,456,865 $443.35M 3.42% 3.02% 2026-03-31
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,024,152 $311.73M 2.40% 2.12% 2026-03-31
8 ARIEL INVESTMENTS, LLC 1,024,277 $311.71M 2.40% 2.13% 2026-03-31
9 DIMENSIONAL FUND ADVISORS LP Custodian 853,942 $259.86M 2.00% 1.77% 2026-03-31
10 AQR CAPITAL MANAGEMENT LLC Custodian 832,826 $251.68M 1.94% 1.73% 2026-03-31
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 740,851 $225.46M 1.74% 1.54% 2026-03-31
12 ALLIANCEBERNSTEIN L.P. 565,430 $190.25M 1.47% 1.17% 2026-03-31
13 MILLENNIUM MANAGEMENT LLC Custodian 565,958 $172.23M 1.33% 1.17% 2026-03-31
14 Swedbank AB 552,173 $168.04M 1.30% 1.15% 2026-03-31
15 NORTHERN TRUST CORP Custodian 493,234 $150.10M 1.16% 1.02% 2026-03-31
16 PRINCIPAL FINANCIAL GROUP INC 429,418 $130.68M 1.01% 0.89% 2026-03-31
17 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 404,872 $123.21M 0.95% 0.84% 2026-03-31
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 373,018 $113.52M 0.88% 0.77% 2026-03-31
19 WESTFIELD CAPITAL MANAGEMENT CO LP 347,779 $105.84M 0.82% 0.72% 2026-03-31
20 Artemis Investment Management LLP 339,326 $103.26M 0.80% 0.70% 2026-03-31
21 BLAIR WILLIAM & CO/IL 337,417 $102.68M 0.79% 0.70% 2026-03-31
22 Bank of New York Mellon Corp Custodian 305,753 $93.05M 0.72% 0.63% 2026-03-31
23 BANK OF AMERICA CORP /DE/ Custodian 303,446 $92.34M 0.71% 0.63% 2026-03-31
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 280,543 $85.37M 0.66% 0.58% 2026-03-31
25 Qube Research & Technologies Ltd 278,841 $84.86M 0.65% 0.58% 2026-03-31
9 filers$18.00M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $5.48M 30.43% 2026-03-31
2 JANE STREET GROUP, LLC Custodian $3.86M 21.47% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $2.25M 12.51% 2026-03-31
4 Walleye Trading LLC $1.55M 8.62% 2026-03-31
5 Jefferies Financial Group Inc. $1.49M 8.28% 2026-03-31
6 WOLVERINE TRADING, LLC Custodian $1.17M 6.51% 2025-09-30
7 IMC-Chicago, LLC Custodian $1.13M 6.26% 2026-03-31
8 SIMPLEX TRADING, LLC Custodian $608.64K 3.38% 2026-03-31
9 Greenland Capital Management LP $456.48K 2.54% 2026-03-31
8 filers$103.92M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $40.90M 39.36% 2026-03-31
2 Walleye Trading LLC $25.90M 24.92% 2026-03-31
3 PEAK6 LLC $22.82M 21.96% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $7.76M 7.47% 2026-03-31
5 IMC-Chicago, LLC Custodian $2.95M 2.84% 2026-03-31
6 JANE STREET GROUP, LLC Custodian $2.77M 2.67% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $720.91K 0.69% 2025-09-30
8 SIMPLEX TRADING, LLC Custodian $91.30K 0.09% 2026-03-31
Insider Activity
Latest: 2026-06-16
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
2026-06-16 Larry Quinlan Director Sell (S) −402 $301.73 -$121.3K EDGAR
2026-06-08 Larry Quinlan Director Sell (S) −403 $295.14 -$118.9K EDGAR
2026-06-01 Jeetendra I Patel Director Award (A) +635 EDGAR
2026-06-01 Larry Quinlan Director Award (A) +635 EDGAR
2026-06-01 Bridget Macaskill Director Award (A) +635 EDGAR
2026-06-01 EFRAIN RIVERA Director Award (A) +635 EDGAR
2026-06-01 Moses Ifidon Ojeisekhoba Director Award (A) +635 EDGAR
2026-06-01 Siddharth N Mehta Director Award (A) +984 EDGAR
2026-06-01 DEBORAH H MCANENY Director Award (A) +635 EDGAR
2026-06-01 Tina L. Ju Director Award (A) +635 EDGAR
2026-06-01 Susan M. Gore Director Award (A) +635 EDGAR
2026-06-01 Matthew Jr Carter Director Award (A) +635 EDGAR
2026-04-10 Benjamin G. Hawke Chief Accounting Officer Grant (A) +467 RSU EDGAR
2026-04-10 Laura M. Adams Chief Human Resources Officer Grant (A) +1,521 RSU EDGAR
2026-04-10 Alan K Tse Chief Legal Officer Grant (A) +2,951 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
58 insiders · @ $313.08
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 Christian Ulbrich CEO & President 171,909 $53.82M -$10.42M 64 2026-04-10
2 PETER C ROBERTS Chief Strategy Officer 81,301 $25.45M -$5.47M 23 2013-05-13
3 Colin Dyer CEO 71,563 $22.40M -$9.34M 58 2017-05-31
4 LAURALEE MARTIN Director 69,616 $21.80M -$2.43M 22 2013-08-26
5 Mihir Shah CEO, JLL Technologies 54,610 $17.10M $0 25 2026-04-10
6 Greg O'Brien CEO, Markets Advisory 53,639 $16.79M -$1.75M 35 2023-04-07
7 SHEILA A PENROSE Director 52,146 $16.33M -$1.86M 95 2022-04-04
8 Richard Bloxam CEO, Capital Markets Services 52,016 $16.29M -$2.06M 23 2026-04-10
9 Anthony Couse CEO, Asia Pacific 47,097 $14.75M $0 13 2021-03-18
10 Yishai Lerner Co-CEO JLL Technologies 45,444 $14.23M $0 18 2024-04-08
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: 2026-06-12
Last 30d: 2 filings · $241K notice value  ·  Last 90d: 2 filings · $241K 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Top 90-day filers: Quinlan Larry (2, $241K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-12 Quinlan Larry Director 402 $120.5K 2026-06-12 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-06-05 Quinlan Larry Director 403 $120.3K 2026-06-05 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-03-24 ANNE BLOXAM Officer 5,440 $1.63M 2026-03-24 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-03-10 DEBORAH MCANENY Director 2,500 $754.0K 2026-03-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-12-29 ANDREW WILLIAM POPPINK Officer 137 $46.9K 2025-12-24 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-11-25 Christian Ulbrich Director, Officer 30,000 $9.55M 2025-11-25 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-06-20 ANDREW WILLIAM POPPINK Officer 275 $65.3K 2025-06-20 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: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-28 0001037976-26-000108 EDGAR
2026-04-30 0001037976-26-000104 EDGAR
2026-03-12 0001037976-26-000043 EDGAR
2026-03-03 0001037976-26-000039 EDGAR
2026-02-18 0001037976-26-000016 EDGAR
2025-11-05 0001037976-25-000069 EDGAR
2025-08-06 0001037976-25-000043 EDGAR
2025-05-21 0001037976-25-000027 EDGAR
2025-05-07 0001037976-25-000021 EDGAR
2025-05-07 0001037976-25-000023 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0001037976-26-000037 EDGAR
2025-02-19 0001037976-25-000006 EDGAR
2024-02-27 0001037976-24-000010 EDGAR
2023-02-28 0001037976-23-000007 EDGAR
2022-02-28 0001037976-22-000006 EDGAR
2021-02-18 0001037976-21-000009 EDGAR
2020-02-27 0001037976-20-000011 EDGAR
2019-02-26 0001037976-19-000008 EDGAR
2018-02-23 0001037976-18-000008 EDGAR
2017-02-23 0001037976-17-000012 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-30 0001037976-26-000106 EDGAR
2025-11-05 0001037976-25-000071 EDGAR
2025-08-06 0001037976-25-000045 EDGAR
2025-05-07 0001037976-25-000025 EDGAR
2024-11-06 0001037976-24-000044 EDGAR
2024-08-06 0001037976-24-000035 EDGAR
2024-05-06 0001037976-24-000021 EDGAR
2023-11-02 0001037976-23-000045 EDGAR
2023-08-03 0001037976-23-000030 EDGAR
2023-05-04 0001037976-23-000015 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 Ratio16.8
P/B Ratio2.0
P/S Ratio0.6
EV/EBITDA10.8
TTM Revenue$26.8B
TTM Net Income$0.9B
TTM EPS$18.59
ROE12.3%
Debt/Equity0.42