Kyndryl Holdings, Inc.(KD)
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.
KD
$14.01
—
Snapshot
$14.01
After hours
$14.01
+0.00%
- 52-Week Range
- $10.10 – $39.98
- YTD
- -45.04%
- IV Rank (30D)
- 29.92
- Straddle Price
- $2.60
- P/C Vol Ratio
- 0.87
- Market Cap
- $2.9B
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.69% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.19% (VRP-adj) |
| WACC | 7.80% |
| Volatility Risk Premium | +53.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +0.7% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.01 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 16.8% |
| Book / Price | 41.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 21.8% |
| FCF Margin (TTM) | 2.3% |
| Debt / Equity | 1.77 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $11.85 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $12.10 |
| Bollinger Width / SMA20 | 116.8% (drives anchor stability) |
| Net Debt | $-0.3B |
| Market Cap | $3B |
Peers used for multiples: CACI, IONQ, LDOS, OTEX, PSN, SAIC
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$35.93
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $27.17 | 44% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $14.02 | 20% | median 16.4× · 6 peers |
| Peer EV/EBITDA | $60.12 | 20% | median 10.1× · 5 peers |
| Peer P/B | $14.42 | 4% | median 2.6× · 6 peers |
| Peer P/S | $68.13 | 13% | median 1.1× · 6 peers |
| Market Anchor (SMA50) | $11.85 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-29 · updated
Info
- Industry (SIC)
- SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN (7373)
- Exchange
- XNYS
- Market Cap
- $2.9B
Kyndryl Holdings Inc is a technology services and infrastructure services provider company. It provides advisory, implementation, and managed services across a range of technology domains to help customers manage and modernize enterprise IT environments in support of their business and transformation objectives. The company's reportable segments consist of the following: Principal Markets which represents its operations in operations in, Canada, France, Germany, India, Italy, Spain, Portugal, and the United Kingdom / Ireland, United States, Japan, and Strategic Markets. It derives maximum reve…
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 | -3.18% | 5 |
| Feb | -8.49% | 5 |
| Mar | -2.44% | 5 |
| Apr | -2.62% | 5 |
| May | +6.81% | 5 |
| Jun | -3.80% | 5 |
| Jul | +3.82% | 5 |
| Aug | +3.71% | 4 |
| Sep | -9.57% | 4 |
| Oct | +2.10% | 4 |
| Nov | +4.31% | 5 |
| Dec | +5.17% | 5 |
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: $12.24
SMA 50: $11.91
SMA 200: $18.08
Current: $14.03
EMA 12: $12.53
EMA 26: $12.20
MACD: 0.3246 | Signal: 0.1954
BULLISH
ADX (14): 12.57
RANGE
+DI: 37.74
−DI: 19.34
Momentum Oscillators
RSI (14): 70.79
OVERBOUGHT
Stoch %K: 93.84
Stoch %D: 79.41
Williams %R: -2.95
Volume & Volatility
BB Upper: $13.37
BB Lower: $11.11
OVERBOUGHT
OBV: -14,664,097
Vol SMA 20: 3,879,037
Vol ROC: 39.00%
ATR: $0.66
True Range: $0.86
HV 20: 51.6%
HV 30: 53.9%
HV 60: 53.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-30T00:00:00 – 2026-07-28T00:00:00
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
15.37%
Avg Actual Move
9.66%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-31 | After-Close | 12.34% | 13.44% | 1.09x | Exceeded |
| 2024-11-06 | After-Close | 12.20% | 10.24% | 0.84x | Within |
| 2025-02-03 | After-Close | 13.92% | 5.11% | 0.37x | Within |
| 2025-05-07 | After-Close | 12.49% | 11.11% | 0.89x | Within |
| 2025-08-04 | After-Close | 11.91% | 22.42% | 1.88x | Exceeded |
| 2025-11-04 | After-Close | 15.31% | 4.70% | 0.31x | Within |
| 2026-02-09 | After-Close | 35.85% | 6.58% | 0.18x | Within |
| 2026-05-06 | After-Close | 8.96% | 3.66% | 0.41x | Within |
Options Activity
- IV Rank (30D)
- 29.92
- IV Rank (7D)
- 29.92
- Avg IV
- 110.0%
- Straddle (30D)
- $2.60
- Straddle (7D)
- $2.60
- P/C Volume
- 0.87
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
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—
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)
- 0.84
- Correlation (SPY)
- 14.3%
- R²
- 0.02
- Ann. Volatility
- 74.9%
- SPY Volatility
- 12.8%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 235,325,000 (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.
17 filers$25.79M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $6.04M | 23.43% | 2026-03-31 |
| 2 | TUDOR INVESTMENT CORP ET AL | $4.64M | 17.97% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $3.09M | 11.98% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $2.73M | 10.59% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $2.00M | 7.77% | 2026-03-31 |
| 6 | Parallax Volatility Advisers, L.P. | $1.45M | 5.63% | 2026-03-31 |
| 7 | GROUP ONE TRADING LLC Custodian | $1.30M | 5.05% | 2026-03-31 |
| 8 | Verition Fund Management LLC | $1.05M | 4.07% | 2026-03-31 |
| 9 | Walleye Capital LLC | $1.00M | 3.89% | 2026-03-31 |
| 10 | JANE STREET GROUP, LLC Custodian | $742.59K | 2.88% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $520.86K | 2.02% | 2026-03-31 |
| 12 | Cubist Systematic Strategies, LLC | $387.39K | 1.50% | 2025-09-30 |
| 13 | Point72 Asset Management, L.P. | $334.56K | 1.30% | 2026-03-31 |
| 14 | Walleye Trading LLC | $255.84K | 0.99% | 2026-03-31 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $228.29K | 0.89% | 2026-03-31 |
| 16 | Total Clarity Wealth Management, Inc. | $7.09K | 0.03% | 2026-06-30 |
| 17 | Raiffeisen Bank International AG | $2.62K | 0.01% | 2026-03-31 |
10 filers$14.77M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $4.94M | 33.43% | 2026-03-31 |
| 2 | NOMURA HOLDINGS INC | $3.28M | 22.20% | 2026-03-31 |
| 3 | Brevan Howard Capital Management LP | $1.74M | 11.75% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $1.46M | 9.86% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $1.42M | 9.64% | 2025-09-30 |
| 6 | Walleye Capital LLC | $882.98K | 5.98% | 2026-03-31 |
| 7 | TUDOR INVESTMENT CORP ET AL | $629.76K | 4.26% | 2026-03-31 |
| 8 | Point72 Asset Management, L.P. | $266.34K | 1.80% | 2026-03-31 |
| 9 | JANE STREET GROUP, LLC Custodian | $153.50K | 1.04% | 2026-03-31 |
| 10 | Walleye Trading LLC | $5.25K | 0.04% | 2026-03-31 |
Insider Activity
Latest: 2026-06-05
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-05 | Mark Ringes | Interim General Counsel & Sec | Tax (F) | −525 | $12.25 | -$6.4K | EDGAR |
| 2026-06-05 | Martin J Schroeter | Chairman and CEO | Tax (F) | −19,407 | $12.25 | -$237.7K | EDGAR |
| 2026-06-05 | Harsh Chugh | Interim CFO | Tax (F) | −651 | $12.25 | -$8.0K | EDGAR |
| 2026-06-05 | Elly Keinan | Group President | Tax (F) | −13,894 | $12.25 | -$170.2K | EDGAR |
| 2026-06-05 | Mark D Paulek | Chief Human Resources Officer | Tax (F) | −437 | $12.25 | -$5.4K | EDGAR |
| 2026-06-03 | Bhavna Doegar | Interim Corporate Controller | Award (A) | +19,843 | — | EDGAR | |
| 2026-06-03 | Mark Ringes | Interim General Counsel & Sec | Mixed | +24,062 | $12.62 | -$9.4K | EDGAR |
| 2026-06-03 | Elly Keinan | Group President | Mixed | +236,779 | $12.62 | -$142.0K | EDGAR |
| 2026-06-03 | Mark D Paulek | Chief Human Resources Officer | Mixed | +26,962 | $12.62 | -$7.5K | EDGAR |
| 2026-06-03 | Harsh Chugh | Interim CFO | Mixed | +53,962 | $12.62 | -$14.6K | EDGAR |
| 2026-06-03 | Martin J Schroeter | Chairman and CEO | Mixed | +475,287 | $12.62 | -$262.2K | EDGAR |
| 2026-06-01 | Harsh Chugh | Interim CFO | Mixed | +30,801 | $12.16 | -$120.6K | EDGAR |
| 2026-06-01 | Mark Ringes | Interim General Counsel & Sec | Mixed | +6,408 | $12.16 | -$44.0K | EDGAR |
| 2026-06-01 | Mark D Paulek | Chief Human Resources Officer | Mixed | +25,889 | $12.16 | -$130.8K | EDGAR |
| 2026-06-01 | Martin J Schroeter | Chairman and CEO | Mixed | +221,603 | $12.16 | -$2.50M | 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
21 insiders · @ $14.03
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 | GOLDMAN SACHS GROUP INC | 10%+ Owner | 22,307,055 | $312.86M | -$9.27M | 2 | 2022-05-26 |
| 2 | INTERNATIONAL BUSINESS MACHINES CORP | Director | 22,301,536 | $312.78M | -$622.21M | 4 | 2022-05-23 |
| 3 | Martin J Schroeter | Chairman and CEO | 2,449,086 | $34.35M | $3.00M | 26 | 2026-06-05 |
| 4 | Elly Keinan | Group President | 1,602,975 | $22.48M | $1.02M | 27 | 2026-06-05 |
| 5 | David B Wyshner | CFO | 631,515 | $8.86M | $683.0K | 23 | 2025-12-18 |
| 6 | Harsh Chugh | Interim CFO | 184,455 | $2.59M | $0 | 4 | 2026-06-05 |
| 7 | Edward Sebold | General Counsel and Secretary | 181,251 | $2.54M | -$1.18M | 24 | 2025-12-18 |
| 8 | Mark D Paulek | Chief Human Resources Officer | 150,391 | $2.11M | $0 | 3 | 2026-06-05 |
| 9 | MARYJO CHARBONNIER | Chief Human Resources Officer | 149,530 | $2.10M | $0 | 18 | 2025-12-18 |
| 10 | Bhavna Doegar | Interim Corporate Controller | 112,593 | $1.58M | $0 | 2 | 2026-06-03 |
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: 2026-06-09
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $1.6M notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
MARYJO CHARBONNIER (3, $1.6M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-09 | CHARBONNIER MARYJO | Former Officer | 87,308 | $1.01M | 2026-06-09 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-06-05 | CHARBONNIER MARYJO | Former Officer | 29,886 | $358.9K | 2026-06-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-06-05 | MARYJO CHARBONNIER | Officer | 16,874 | $202.7K | 2026-06-05 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-12-05 | Khurana Vineet | Officer | 6,641 | $177.3K | 2025-12-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-06-02 | Khurana Vineet | Officer | 26,451 | $1.03M | 2025-06-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-05-08 144/A | Sebold Edward | Officer | 27,500 | $1.18M | 2025-02-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-02-06 | Khurana Vineet | Officer | 55,465 | $2.37M | 2025-02-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-02-06 | Sebold Edward | Officer | 27,500 | $1.18M | 2025-02-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-06-03 | Khurana Vineet | Officer | 22,930 | $604.2K | 2024-06-03 | 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: 2026-05-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001104659-26-055902 | EDGAR |
| 2026-02-09 | 0001104659-26-011745 | EDGAR |
| 2026-02-09 | 0001104659-26-011753 | EDGAR |
| 2026-01-06 | 0001104659-26-001053 | EDGAR |
| 2025-11-04 | 0001104659-25-106310 | EDGAR |
| 2025-08-04 | 0001558370-25-010111 | EDGAR |
| 2025-08-01 | 0001104659-25-073118 | EDGAR |
| 2025-05-07 | 0001558370-25-006748 | EDGAR |
| 2025-03-14 | 0001104659-25-023982 | EDGAR |
| 2025-02-03 | 0001558370-25-000604 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-17 | 0001104659-26-015743 | EDGAR |
| 2025-11-05 | 0001104659-25-107022 | EDGAR |
| 2025-08-05 | 0001558370-25-010303 | EDGAR |
| 2025-02-06 | 0001558370-25-000688 | EDGAR |
| 2024-11-07 | 0001558370-24-014872 | EDGAR |
| 2024-08-07 | 0001558370-24-011369 | EDGAR |
| 2024-02-07 | 0001558370-24-000863 | EDGAR |
| 2023-11-08 | 0001558370-23-018275 | EDGAR |
| 2023-08-08 | 0001558370-23-013935 | EDGAR |
| 2023-02-09 | 0001558370-23-001077 | 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 | 16.5 |
| P/B Ratio | 2.4 |
| P/S Ratio | 0.2 |
| EV/EBITDA | 3.1 |
| TTM Revenue | $15.1B |
| TTM Net Income | $0.2B |
| TTM EPS | $0.85 |
| ROE | 16.8% |
| Debt/Equity | 3.48 |