KEQU Kewaunee Scientific Corp
XNAS
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.
KEQU
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Key stats
Related
About
- Industry (SIC)
- LABORATORY APPARATUS & FURNITURE (3821) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 1,231
- List Date
- 1972-06-01
- CIK
- 0000055529
- Next Earnings
- 2026-12-09
- Headquarters
- Statesville, NC
- Homepage
- https://www.kewaunee.com
Kewaunee Scientific Corp is engaged in the design, manufacture, and installation of laboratory, healthcare, and technical furniture and infrastructure products. Its products include steel and wood casework, fume hoods, adaptable modular systems, movable workstations, stand-alone benches, biological safety cabinets, epoxy resin work surfaces, and sinks. The company operates through two reportable segments: Lab Products Group (LPG), which designs, manufactures, and installs scientific and technical furniture, including steel and wood laboratory cabinetry, fume hoods, flexible systems, work surfa…
Summary
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composite
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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 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 15.28% | 15.35% | 4.76% | -5.73% | 2.60% | 5.44% | 6.28% |
| Feb | -3.76% | -1.95% | -5.40% | -2.29% | -12.49% | 3.23% | -3.78% |
| Mar | -4.73% | 3.20% | 2.53% | 18.91% | -24.59% | -17.92% | -3.77% |
| Apr | -1.64% | 0.14% | 6.77% | 2.47% | -17.33% | 8.95% | -0.11% |
| May | 0.06% | 5.30% | 6.76% | 19.00% | 22.17% | 7.57% | 10.14% |
| Jun | 20.42% | 13.27% | -2.88% | 15.69% | 51.17% | -12.83% | 14.14% |
| Jul | -7.51% | 11.79% | -0.57% | 26.41% | -6.85% | 0.06% | 3.89% |
| Aug | -1.92% | 8.11% | 3.06% | -1.92% | 3.49% | 0.80% | 1.94% |
| Sep | -0.58% | -7.56% | -2.21% | -37.00% | -23.84% | -8.55% | -13.29% |
| Oct | -1.54% | -10.64% | 1.61% | -2.04% | -5.38% | -1.39% | -3.23% |
| Nov | -0.78% | -2.05% | -5.14% | 13.46% | -11.65% | 2.16%* | -0.67% |
| Dec | 1.60% | -4.70% | 64.94% | 45.51% | -0.98% | -- | 21.27% |
| Total | 12.14% | 29.92% | 79.21% | 95.19% | -37.17% | -15.19% | 27.35% |
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: $33.12
SMA 50: $34.25
SMA 200: $36.74
Current: $34.12
EMA 12: $33.66
EMA 26: $33.66
MACD: 0.0066 | Signal: 0.2262
BEARISH
ADX (14): 30.79
TREND
+DI: 36.47
−DI: 12.09
Momentum Oscillators
RSI (14): 53.73
NEUTRAL
Stoch %K: 36.54
Stoch %D: 34.56
Williams %R: -64.84
Volume & Volatility
BB Upper: $34.65
BB Lower: $31.60
NEUTRAL
OBV: -557,381
Vol SMA 20: 4,582
Vol ROC: -63.55%
ATR: $1.17
True Range: $0.36
HV 20: 36.5%
HV 30: 30.4%
HV 60: 28.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-04T00:00:00 – 2026-11-05T00:00:00
AI Analysis
LLM Stock Analysis Report: KEQU
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Bullish momentum signals from MACD and RSI
- Support from SMA 20 and EMA 12
- Neutral news sentiment and no recent earnings surprises
Primary risks:
- Above-average volatility, amplifying market movements
- Potential for a pullback if price approaches upper Bollinger Band
Investment thesis: KEQU's recent uptrend is likely to continue, driven by momentum indicators and support from its short-term moving averages. However, the stock's above-average volatility poses a risk of a correction.
Recent news sentiment impact: Neutral
Technical Analysis
Trend Direction: Bullish (Short-term), Bullish (Medium-term), Neutral (Long-term)
Support/Resistance Levels:
- SMA 20: $38.13
- EMA 12: $39.06
- Upper Bollinger Band: $40.98
Momentum Signals:
- MACD signal line crossover: Bullish
- RSI: Neutral (62.05)
- Stochastic %K and %D: Bullish
- Williams %R: -20.87 (oversold)
Volume Analysis: Volume is trending upwards, indicating increasing institutional interest.
News & Sentiment Analysis
Recent Headlines Summary: Neutral news headlines with no recent earnings surprises or significant events.
Sentiment Assessment: NEUTRAL
Catalyst Identification: No imminent catalysts identified.
Market Narrative: Recent news sentiment is neutral, aligning with the stock's technical signals.
Risk & Volatility Assessment
Beta Interpretation: Above average risk relative to market (beta > 1.06).
Volatility Regime: Current volatility is above historical levels.
Options Market Signals: No options data available.
Downside Protection: Support from SMA 20 and EMA 12 provides some downside protection.
Market Context & Positioning
Sector Performance: KEQU's sector (Technology) has performed relatively well recently.
Institutional Activity: Increasing volume suggests institutional interest is growing.
Correlation Analysis: R-squared = 0.23, indicating a moderate correlation with the market.
Relative Valuation: KEQU is positioned within its recent trading range.
Key Levels & Action Items
Critical Price Levels:
- Support from SMA 20 and EMA 12 ($38.13, $39.06)
- Upper Bollinger Band ($40.98)
Breakout/Breakdown Levels: None identified.
Time-Sensitive Catalysts: No imminent earnings dates or product launches identified.
Risk Management: Consider stop-loss levels at the SMA 20 and EMA 12 support levels.
This comprehensive analysis highlights KEQU's bullish momentum, support from short-term moving averages, and neutral news sentiment. However, the stock's above-average volatility poses a risk of correction.
Generated
News
All KEQU news →
KEQU 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:
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
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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
Risk Metrics
Beta: 0.5074
Alpha: -16.36%
Correlation: 0.1989
R-Squared: 4.0%
Stock Volatility: 34.7%
Market Volatility: 13.6%
Analysis Details
Benchmark: SPY
Data Points: 248
Period: 252 trading days
Data Points: 248
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own KEQU
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $3.4M | #1671 of 3138 | -3.2% | 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
KEQU 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 |
|---|
KEQU Insider Trading (Form 4)
Latest: 2026-07-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | Douglas J. Batdorff | SVP, Manufacturing Operations | Mixed | +991 | $36.25 | -$234.2K | EDGAR |
| 2026-07-02 | Elizabeth D Phillips | SVP, People & Culture | Mixed | +868 | $36.25 | -$209.8K | EDGAR |
| 2026-07-02 | Donald T. Gardner III | Chief Financial Officer | Mixed | +5,238 | $36.25 | -$581.0K | EDGAR |
| 2026-07-02 | Ryan S. Noble | SVP, Sales & Marketing Dev | Mixed | +2,397 | $36.25 | -$174.3K | EDGAR |
| 2026-07-02 | Thomas David Hull III | President & CEO | Mixed | +21,145 | $36.25 | -$1.21M | EDGAR |
| 2026-07-02 | Mandar Ranade | SVP, IT & Engineering | Mixed | +3,550 | $36.25 | -$133.3K | EDGAR |
| 2026-06-25 | Ryan S. Noble | SVP, Sales & Marketing Dev | Grant (A) | +2,628 RSU | — | EDGAR | |
| 2026-06-25 | Mandar Ranade | SVP, IT & Engineering | Grant (A) | +2,635 RSU | — | EDGAR | |
| 2026-06-25 | Donald T. Gardner III | Chief Financial Officer | Grant (A) | +5,428 RSU | — | EDGAR | |
| 2026-06-25 | Thomas David Hull III | President & CEO | Grant (A) | +15,195 RSU | — | EDGAR | |
| 2026-06-25 | Douglas J. Batdorff | SVP, Manufacturing Operations | Grant (A) | +2,717 RSU | — | EDGAR | |
| 2026-06-25 | Elizabeth D Phillips | SVP, People & Culture | Grant (A) | +2,466 RSU | — | EDGAR | |
| 2026-05-04 | John Jette Campbell | Director | Award (A) | +2,013 | — | EDGAR | |
| 2026-05-04 | Keith M Gehl | Director | Award (A) | +2,013 | — | EDGAR | |
| 2026-03-27 | Margaret B Pyle | Director | Gift (G) | −2,750 | — | 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.
KEQU Insider Holdings
10 insiders · @ $34.12
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 | Thomas David Hull III | President & CEO | 70,388 | $2.40M | -$1.11M | 53 | 2026-07-02 |
| 2 | Margaret B Pyle | Director | 38,787 | $1.32M | $0 | 10 | 2026-03-27 |
| 3 | John Russell | Director | 34,396 | $1.17M | $361.8K | 9 | 2025-05-09 |
| 4 | Donald T. Gardner III | Chief Financial Officer | 30,829 | $1.05M | -$918.6K | 31 | 2026-07-02 |
| 5 | Keith M Gehl | Director | 22,409 | $764.6K | $95.2K | 14 | 2026-05-04 |
| 6 | Ryan S. Noble | SVP, Sales & Marketing Dev | 21,049 | $718.2K | -$151.5K | 26 | 2026-07-02 |
| 7 | Mandar Ranade | SVP, IT & Engineering | 16,215 | $553.3K | -$105.8K | 21 | 2026-07-02 |
| 8 | Douglas J. Batdorff | SVP, Manufacturing Operations | 14,630 | $499.2K | -$363.3K | 17 | 2026-07-02 |
| 9 | Elizabeth D Phillips | SVP, People & Culture | 9,116 | $311.0K | -$541.6K | 47 | 2026-07-02 |
| 10 | John Jette Campbell | Director | 2,703 | $92.2K | $0 | 2 | 2026-05-04 |
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.
KEQU Board & Officers
As of SEC filings through Jul 2, 2026Directors 7
- David S. Rhind · since Apr 17, 2008
- Margaret B Pyle · on file since Aug 2010
- John Russell · since May 31, 2011
- Donald F. Shaw · since Jun 1, 2013
- Keith M Gehl · since Apr 29, 2015
- Thomas David Hull III · listed since Jun 2019
- John Jette Campbell · since Sep 10, 2025
Officers 6
- Thomas David Hull III · President, CEO · listed since Jun 2019
- Donald T. Gardner III · Chief Financial Officer · since Apr 29, 2019
- Douglas J. Batdorff · SVP, Manufacturing Operations · listed since Jun 2026
- Elizabeth D Phillips · SVP, People & Culture · listed since Jun 2026
- Mandar Ranade · SVP, IT & Engineering · listed since Jun 2026
- Ryan S. Noble · SVP, Sales & Marketing Dev · listed since Jun 2026
Changes in the last 10 years (15)
| Jun 25, 2026 | Ryan S. Noble listed as SVP, Sales & Marketing Dev (previously VP-Sales & Marketing-Americas) in SEC filings |
| Jun 25, 2026 | Mandar Ranade listed as SVP, IT & Engineering (previously VP-Information Technology) in SEC filings |
| Jun 25, 2026 | Elizabeth D Phillips listed as SVP, People & Culture (previously VP - Human Resources) in SEC filings |
| Jun 25, 2026 | Douglas J. Batdorff listed as SVP, Manufacturing Operations (previously VP of Manufacturing Operations) in SEC filings |
| Sep 10, 2025 | John Jette Campbell became a director |
| Jun 23, 2020 | Kurt P Rindoks listed as VP - Global Prod Development (previously VP - Engineering/Prod. Dev.) in SEC filings |
| Jun 1, 2020 | Douglas J. Batdorff became VP of Manufacturing Operations |
| Dec 2, 2019 | Mandar Ranade became VP-Information Technology |
| Jun 21, 2019 | Thomas David Hull III listed as President, CEO (previously Chief Financial Officer) in SEC filings |
| Jun 21, 2019 | Thomas David Hull III first listed as a director in an SEC filing |
| Apr 29, 2019 | Donald T. Gardner III became Chief Financial Officer |
| Aug 29, 2018 | Lisa L. Ryan became VP-Construction/Cust. Servs. |
| Jul 16, 2018 | Ryan S. Noble became VP-Sales & Marketing-Americas |
| Dec 28, 2017 | David S. Rhind no longer listed as a 10% owner in SEC filings |
| Apr 18, 2017 | Bhoopathy Sathyamurthy became VP-Managing Director-Int'l Ops |
Not reported recently (6)
- Kurt P Rindoks · Last reported as VP - Global Prod Development in an SEC filing dated Aug 29, 2022
- Lisa L. Ryan · Last reported as VP-Construction/Cust. Servs. in an SEC filing dated Jul 9, 2021
- Michael G. Rok · Last reported as VP of Manufacturing Operations in an SEC filing dated Jun 28, 2019
- David M. Rausch · Last reported as a director in an SEC filing dated Oct 3, 2018
- Dana L Dahlgren · Last reported as VP-Sales & Marketing-Americas in an SEC filing dated Jun 22, 2018
- Bhoopathy Sathyamurthy · Last reported as VP-Managing Director-Int'l Ops in an SEC filing dated Apr 26, 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.
KEQU Proposed Insider Sales (Form 144)
Latest: 2026-01-06
? Form 144 Guide
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 |
|---|---|---|---|---|---|---|---|---|
| 2026-01-06 | Gardner Donald T. III | Officer | 2,000 | $75.4K | 2026-01-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-01-02 | HULL THOMAS DAVID III | Officer | 2,000 | $74.3K | 2026-01-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-12-16 | HULL THOMAS DAVID III | Officer | 3,719 | $139.5K | 2025-12-16 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-10-08 | Gardner Donald T. III | Officer | 3,000 | $130.2K | 2025-10-08 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-10-01 | Phillips Elizabeth D | Officer | 6,880 | $293.4K | 2025-10-01 | Ameriprise Financial Services, L… | — | EDGAR |
| 2025-09-30 | HULL THOMAS DAVID III | Officer | 1,000 | $42.7K | 2025-09-30 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-09-15 | HULL THOMAS DAVID III | Officer | 5,000 | $235.6K | 2025-09-15 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-07-23 | Gardner Donald T. III | Officer | 3,000 | $174.8K | 2025-07-23 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-04-09 | Gardner Donald T. III | Officer | 1,000 | $34.7K | 2025-04-09 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-03-31 | Gardner Donald T. III | Officer | 1,000 | $38.9K | 2025-03-31 | 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. Market-wide feed: Planned sales (Form 144).
ETF Holders
16 ETFs hold KEQU
16 shown · $10.66M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $2.9M | — | 2026-09-30 |
| 2 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $1.7M | — | 2026-11-04 |
| 3 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.00% | $1.3M | $32.9B | 2026-11-04 |
| 4 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $1.3M | — | 2026-11-04 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $871,551 | — | 2026-09-30 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $766,478 | — | 2026-11-04 |
| 7 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $733,960 | — | 2026-11-04 |
| 8 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $344,148 | — | 2026-11-04 |
| 9 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.02% | $230,299 | $1.2B | 2026-11-04 |
| 10 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $166,324 | — | 2026-11-04 |
| 11 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $128,568 | $3.3B | 2026-11-04 |
| 12 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $69,863 | — | 2026-11-04 |
| 13 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.00% | $55,829 | $15.3B | 2026-11-04 |
| 14 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $44,602 | $14.9B | 2026-11-04 |
| 15 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $23,413 | $20.8B | 2026-11-04 |
| 16 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $1,335 | $2.3B | 2026-11-04 |
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.