KELYB Kelly Services Inc

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

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KELYB — —
Key stats
About
Industry (SIC)
SERVICES-HELP SUPPLY SERVICES (7363) · industry map
Exchange
XNAS
Market Cap
$0.9B
Employees
4,900
List Date
1984-08-02
CIK
0000055135
Next Earnings
2026-11-05 (Pre-Market)
Headquarters
Troy, MI
Homepage
https://www.kellyservices.com

Kelly Services Inc is a specialty talent solutions company. The company operates through three reportable segments: i) Enterprise Talent Management, which provides temporary staffing, outsourcing, and permanent placement services across industrial, contact center, and clerical roles, ii) Science, Engineering & Technology, which supplies specialized talent across multiple industries, and iii) Education, which delivers staffing, placement, and executive search services to Pre-K-12 school districts and education organizations in the United States. The majority of the company's revenue is derived …

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'21'22'23'24'25'26Avg
Jan-3.15%-4.71%1.64%-3.23%4.49%55.30%8.39%
Feb5.72%22.70%-13.51%15.38%-1.81%4.29%5.46%
Mar8.66%4.61%-3.22%0.68%1.04%-12.47%-0.12%
Apr-17.31%-3.56%-3.62%-4.16%-9.51%18.12%-3.34%
May0.64%-2.11%9.22%-4.37%1.19%30.00%5.76%
Jun-5.40%-2.76%-6.63%-1.82%5.68%4.24%-1.11%
Jul-5.84%8.86%-1.11%7.05%3.22%-1.87%1.72%
Aug-14.36%-23.48%0.56%1.94%22.28%7.75%-0.88%
Sep-3.60%-11.93%-2.01%1.69%5.37%-7.05%-2.92%
Oct-5.19%16.10%4.02%-6.62%-16.53%19.42%*1.87%
Nov-7.84%-2.03%6.96%-26.39%-3.30%---6.52%
Dec-0.18%-3.58%5.45%-5.38%-1.08%---0.95%
Total-40.62%-9.66%-4.40%-26.99%6.52%166.33%15.20%
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: $22.94
SMA 50: $23.13
SMA 200: $17.02
Current: $26.50
EMA 12: $23.92
EMA 26: $23.25
MACD: 0.6644 | Signal: 0.4552
BULLISH
ADX (14): 15.66
RANGE
+DI: 45.21
−DI: 17.71

Momentum Oscillators

RSI (14): 72.47
OVERBOUGHT
Stoch %K: 98.99
Stoch %D: 80.94
Williams %R: 0.00

Volume & Volatility

BB Upper: $25.69
BB Lower: $20.19
OVERBOUGHT
OBV: 1,995,178
Vol SMA 20: 12,888
Vol ROC: 206.32%
ATR: $0.95
True Range: $0.59
HV 20: 58.4%
HV 30: 60.6%
HV 60: 59.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2022-01-05T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report: KELYB

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers and Primary Risks:

  • Technical signals are mixed, with a bullish MACD signal but neutral RSI reading
  • Recent news headlines have been positive, highlighting company developments and appointments
  • High beta (-3.82) indicates the stock moves opposite to the market, increasing its volatility

Investment Thesis: KELYB is a mid-cap stock with moderate growth potential, driven by its diversified business segments and strategic acquisitions. However, high volatility and mixed technical signals require caution in the short-term.

Recent News Sentiment Impact: The positive news headlines have contributed to the stock's recent upward momentum, but the lack of significant market-moving events may lead to consolidation or a pullback.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL
  • Medium-term (1-3 months): BULLISH
  • Long-term (3-12 months): BEARISH

Support/Resistance Levels: $16.45 (lower band) and $18.84 (SMA 20)

Momentum Signals:

  • RSI interpretation: Neutral (51.94)
  • MACD signal: Bullish (0.21 / Signal: -0.16 / Histogram: 0.37)
  • Bollinger Bands position: Neutral

Volume Analysis: Volume is relatively low, and the recent volume decline may indicate a lack of institutional interest.

News & Sentiment Analysis

Recent Headlines Summary: The news headlines highlight company developments, appointments, and acquisitions, with a positive sentiment.

Sentiment Assessment: Positive (4/5)

Catalyst Identification: No immediate catalysts are apparent, but the company's strategic plans and acquisitions may drive growth in the medium-term.

Market Narrative: The market is generally bullish, with the stock moving opposite to the broader market. This divergent movement may indicate a potential trading opportunity.

Risk & Volatility Assessment

Beta Interpretation: High beta (-3.82) indicates increased volatility relative to the market.

Volatility Regime: Current vs historical volatility levels: Higher (70.8% HV20)

Options Market Signals: No options data available.

Downside Protection: Support levels ($16.45 and $18.84) may provide some downside protection, but caution is advised due to high volatility.

Market Context & Positioning

Sector Performance: KELYB's sector (Healthcare Services) has been relatively strong, with the stock performing similarly to its peers.

Institutional Activity: No significant institutional activity is apparent from recent volume data.

Correlation Analysis: The stock has a negative correlation (-0.15) with the broader market, indicating increased volatility and potential trading opportunities.

Relative Valuation: KELYB's relative valuation appears reasonable, considering its growth prospects and sector performance.

Key Levels & Action Items

Critical Price Levels:

  • Support: $16.45
  • Resistance: $18.84

Breakout/Breakdown Levels: No immediate levels appear to be critical for a significant move.

Time-Sensitive Catalysts: No upcoming earnings dates or product launches are apparent.

Risk Management: Consider setting stop-loss levels around the support and resistance levels, adjusting position sizing according to market conditions.

This comprehensive analysis provides an objective view of KELYB's technical, news-driven, and risk-related factors. While the stock's high volatility and mixed signals require caution, its growth potential and sector performance make it a potentially attractive investment opportunity for those willing to take calculated risks.

Generated
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KELYB Options Activity & IV Rank

Loading options activity...
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

Risk Metrics

Beta: -3.0805
Alpha: 409.27%
Correlation: -0.1276
R-Squared: 1.6%
Stock Volatility: 318.0%
Market Volatility: 13.2%

Analysis Details

Benchmark: SPY
Data Points: 176
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time

KELYB Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

7 filers44,617 shares$408.22K value
# Filer Shares Value % of Total % of Float Period
1 COMERICA BANK Custodian 43,114 $375.31K 91.94% — 2025-12-31
2 FIFTH THIRD BANCORP 1,287 $28.17K 6.90% — 2026-06-30
3 Wells Fargo & Company Custodian 185 $4.05K 0.99% — 2026-06-30
4 CoreCap Advisors, LLC 20 $444 0.11% — 2026-09-30
5 OSAIC HOLDINGS, INC. Custodian 7 $160 0.04% — 2026-06-30
6 SBI Securities Co., Ltd. 3 $67 0.02% — 2026-09-30
7 Morgan Stanley Custodian 1 $23 <0.01% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

KELYB Insider Trading (Form 4)

Latest: 2026-10-16
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
2026-10-16 Troy R Anderson Executive Vice President, CFO Tax (F) −27,716 $15.57 -$431.5K EDGAR
2026-10-16 Nicola M Soares Senior Vice President Tax (F) −3,047 $15.57 -$47.4K EDGAR
2026-09-16 Christopher D. Layden President, and CEO Tax (F) −15,998 $16.45 -$263.2K EDGAR
2026-07-16 Nicholas Zuhlke VP, Chief Accounting Officer Tax (F) −1,025 $14.33 -$14.7K EDGAR
2026-06-22 Robert S Cubbin Director Grant (A) +5,000 RSU — EDGAR
2026-06-22 George Haywood Young III Director Grant (A) +6,000 RSU — EDGAR
2026-06-22 Michael J. Wartell Director Grant (A) +5,000 RSU — EDGAR
2026-05-15 Vanessa Peterson Williams EVP, Gen Counsel & Corp Sec Sell (S) −29,999 $9.78 -$293.3K EDGAR
2026-05-11 George Haywood Young III Director Grant (A) +15,463 RSU — EDGAR
2026-05-11 James K Hunt Director Award (A) +15,463 $9.70 $150.0K EDGAR
2026-05-11 Ryan B. McCrory Director Award (A) +15,463 $9.70 $150.0K EDGAR
2026-05-11 Michael J. Wartell Director Grant (A) +25,773 RSU — EDGAR
2026-05-11 Robert S Cubbin Director Grant (A) +15,463 RSU — EDGAR
2026-05-11 Amala Duggirala Director Grant (A) +16,494 RSU — EDGAR
2026-05-11 James Christopher Hunt Director Award (A) — — 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.

KELYB Insider Holdings

21 insiders · @ $26.50
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 Peter Quigley President and CEO 433,371 $11.48M -$253.5K 62 2025-03-25
2 Christopher D. Layden President, and CEO 366,515 $9.71M $88.9K 4 2026-09-16
3 Troy R Anderson Executive Vice President, CFO 201,770 $5.35M $1.4K 7 2026-10-16
4 Tammy L Browning Senior Vice President 110,830 $2.94M -$405.0K 30 2026-02-17
5 Vanessa Peterson Williams EVP, Gen Counsel & Corp Sec 82,354 $2.18M -$291.6K 32 2026-05-15
6 Daniel H Malan Senior Vice President 79,791 $2.11M -$419.1K 27 2025-09-25
7 Terrence B Larkin Director 74,886 $1.98M -$201.1K 17 2025-05-12
8 Nicola M Soares Senior Vice President 73,238 $1.94M -$368.1K 32 2026-10-16
9 George S Corona Director 68,039 $1.80M -$5.40M 79 2025-05-12
10 Timothy L Dupree Senior Vice President 41,084 $1.09M -$487.9K 28 2025-03-25
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.

KELYB Board & Officers

As of SEC filings through Oct 16, 2026

Directors 15

Officers 8

10% owners 7

Changes in the last 10 years (57)
May 7, 2026Ryan B. McCrory became a director
May 7, 2026Michael J. Wartell became a director
May 7, 2026George Haywood Young III became a director
Mar 16, 2026Joel Leege became SVP, President SET
Feb 10, 2026Vanessa Peterson Williams listed as EVP, Gen Counsel & Corp Sec (previously SVP, Gen Counsel & Corp Sec) in SEC filings
Jan 30, 2026Woody L Hunt became a 10% owner
Jan 30, 2026Terence E. Adderley Revocable Trust K reported in an SEC filing no longer being a 10% owner
Jan 30, 2026James K Hunt became a director
Jan 30, 2026James Christopher Hunt became a director
Jan 30, 2026Hunt Equity Opportunities, LLC became a 10% owner
Jan 30, 2026Hunt Elp, Ltd. became a 10% owner
Jan 30, 2026Hunt Company, LLC became a 10% owner
Jan 30, 2026Hunt Companies, Inc. became a 10% owner
Jan 30, 2026Hb Gp, LLC became a 10% owner
Jan 30, 2026HEO Finance, LLC became a 10% owner
Jan 30, 2026Edward Escudero became a director
Jan 30, 2026Angela Brock-Kyle became a director
Sep 2, 2025Christopher D. Layden became President, and CEO
Aug 11, 2025Nicholas Zuhlke became VP, Chief Accounting Officer
Feb 12, 2025The company announced the departure of Peter Quigley as President and CEO in an SEC filing
Not reported recently (19)
  • Timothy L Dupree · Last reported as Senior Vice President in an SEC filing dated Mar 25, 2025
  • Laura S Lockhart · Last reported as VP, Corporate Controller & CAO in an SEC filing dated Feb 19, 2025
  • James Polehna · Last reported as Corporate Secretary in an SEC filing dated Aug 16, 2023
  • Peter M Boland · Last reported as SVP, Chief Marketing Officer in an SEC filing dated Aug 16, 2023
  • Amy J Bouque · Last reported as SVP, Chief People Officer in an SEC filing dated Aug 16, 2023
  • Darren Simons · Last reported as SVP and Chief Digital Officer in an SEC filing dated Mar 23, 2023
  • James H Bradley · Last reported as Senior Vice President in an SEC filing dated Dec 7, 2021
  • Carol M Adderley · Last reported as a director in an SEC filing dated May 19, 2021
  • Debra L Thorpe · Last reported as Senior Vice President in an SEC filing dated Feb 16, 2021
  • Hannah S. Lim · Last reported as General Counsel in an SEC filing dated Feb 18, 2020
  • Takao Wada · Last reported as a director in an SEC filing dated May 21, 2019
  • Teresa Carroll · Last reported as Executive Vice President in an SEC filing dated May 13, 2019
  • Steven Shelby Armstrong · Last reported as Senior Vice President in an SEC filing dated Feb 20, 2018
  • Antonina M Ramsey · Last reported as Senior Vice President in an SEC filing dated May 18, 2017
  • Carl T Camden · Last reported as a director in an SEC filing dated Feb 24, 2017
  • B Joseph White · Last reported as a director in an SEC filing dated Feb 22, 2017
  • Conrad L Mallett Jr · Last reported as a director in an SEC filing dated Feb 22, 2017
  • Natalia Shuman-Fabbri · Last reported as Senior Vice President in an SEC filing dated Feb 21, 2017
  • Terence E Adderley · Last reported as a director in an SEC filing dated Feb 15, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

KELYB Proposed Insider Sales (Form 144)

Latest: 2026-05-21
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. 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
2026-05-21 TAMMY BROWNING Officer 35,339 $375.0K 2026-05-21 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-14 VANESSA P WILLIAMS Officer 30,000 $293.3K 2026-05-14 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-29 MURPHY LESLIE A Director 47 $400 2025-12-24 Charles Schwab & Co — EDGAR
2025-09-25 DANIEL H MALAN Officer 7,840 $100.9K 2025-09-25 Morgan Stanley Smith Barney LLC … — EDGAR
2025-09-23 Soares Nicola M Senior Vice President 27,412 $368.4K 2025-09-23 Georgeson Securities Corp — EDGAR
2025-08-22 DANIEL H MALAN Officer 7,650 $110.1K 2025-08-22 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-21 DANIEL H MALAN Officer 10,000 $142.3K 2025-08-21 Morgan Stanley Smith Barney LLC … — EDGAR
2024-03-08 Dupree Timothy L Officer, Senior Vice President 12,711 $314.6K 2024-03-08 Georgeson Securities Corp — EDGAR
2024-03-07 Thirot Olivier Officer, Executive Vice President 20,000 $482.0K 2024-03-07 Georgeson Securities Corp — EDGAR
2023-12-21 Browning Tammy L Officer, Senior Vice President 18,834 $405.0K 2023-12-19 Georgeson Securities 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. Market-wide feed: Planned sales (Form 144).
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.