LEE Lee Enterprises, Inc.
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

- Industry (SIC)
- NEWSPAPERS: PUBLISHING OR PUBLISHING & PRINTING (2711) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 2,500
- List Date
- 1972-06-01
- CIK
- 0000058361
- Next Earnings
- 2026-11-25
- Headquarters
- Davenport, IA
- Homepage
- https://www.lee.net
Lee Enterprises Inc is a local news publication company in the United States. It is a digital-first subscription business providing local markets with valuable, high-quality, trusted, intensely local news, information, advertising, and marketing services. The product portfolio of the company includes digital subscription platforms, daily, weekly, and monthly newspapers, and niche products, all delivering original local news and information as well as national and international news. The products offer digital and print editions, and content and advertising are available in real-time through th…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 11.11% | -1.61% | 20.05% | 34.37% | -9.03% | 14.81% | 11.62% |
| Feb | 49.66% | -10.51% | -16.40% | 1.35% | -27.07% | 58.29% | 9.22% |
| Mar | 14.69% | -14.19% | -33.24% | 39.44% | 19.17% | -8.40% | 2.91% |
| Apr | 14.91% | -11.14% | -8.56% | -4.84% | -22.52% | -2.26% | -5.73% |
| May | -4.31% | -8.54% | 20.89% | 4.01% | -26.52% | 31.13% | 2.78% |
| Jun | -8.80% | -9.36% | -2.91% | -10.48% | -3.03% | -16.34% | -8.49% |
| Jul | 5.74% | -0.43% | 3.87% | -6.99% | -20.89% | -12.21% | -5.15% |
| Aug | -17.35% | 7.05% | -16.53% | -6.70% | -6.57% | 1.52% | -6.43% |
| Sep | -3.99% | -10.66% | -7.19% | -1.02% | 26.51% | -11.01% | -1.23% |
| Oct | -8.83% | 5.62% | -15.86% | 105.75% | -21.38% | -9.80%* | 9.25% |
| Nov | 19.16% | -5.26% | 24.64% | -9.58% | -7.93% | -- | 4.21% |
| Dec | 42.32% | 4.39% | -30.96% | -11.28% | 18.56% | -- | 4.61% |
| Total | 148.11% | -44.64% | -58.11% | 138.53% | -64.97% | 27.69% | 24.44% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers:
- Recent positive news headlines about Lee Enterprises' new CEO and CFO appointments
- Technical indicators showing a consolidation phase with potential for a breakout or mean reversion
Primary Risks:
- Potential for further negative sentiment due to ongoing regulatory issues and fiduciary duty breaches
- Volatility levels remain relatively low, which may indicate limited upside potential
Investment Thesis: Lee Enterprises' recent leadership changes and strategic investments could lead to improved operational performance and long-term growth. However, the company's beta and volatility metrics suggest a relatively stable stock with limited upside potential.
Recent News Sentiment Impact: The positive news headlines have contributed to a 4% increase in the stock price over the past week.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Consolidation phase with potential for a breakout or mean reversion
- Medium-term (1-3 months): Uptrend since January, but recent price action suggests a pause or correction
- Long-term (3-12 months): Bullish trend since August 2025
Support/Resistance Levels:
- Resistance: $8.23 (upper Bollinger Band), $8.94 (SMA 50)
- Support: $7.52 (lower Bollinger Band), $7.09 (SMA 200)
Momentum Signals:
- RSI interpretation: Neutral at 49.09, indicating a potential consolidation or mean reversion
- MACD signal: Bearish due to the histogram's negative value and the MACD line being below the signal line
Volume Analysis:
- Volume SMA 20: 53412.10, suggesting moderate volume activity
- On-Balance Volume (OBV): 1250313.71, indicating accumulation on the long side
- Volume Rate of Change: 25.41%, suggesting a gradual increase in trading interest
News & Sentiment Analysis
Recent Headlines Summary:
- Lee Enterprises names new CEO and CFO appointments, positive sentiment
- Strategic investment closes, welcoming David Hoffmann to the board, positive sentiment
- Potential breaches of fiduciary duty by various companies, negative sentiment
Sentiment Assessment: Neutral (4/10)
Catalyst Identification:
- Earnings release date: Not available
- Product launch: None scheduled
- Regulatory changes: Ongoing investigations and potential breaches
Market Narrative: The recent positive news headlines have contributed to a short-term rally, but the stock's consolidation phase suggests a wait-and-see approach. The company's relatively low volatility levels indicate limited upside potential, making it challenging to initiate a long position.
Risk & Volatility Assessment
Risk Interpretation:
- Beta: 0.59 (low-risk stock), indicating a more stable price movement relative to the market
- Alpha: 0.85, suggesting a positive return relative to the broader market
- Correlation: 0.09, indicating low correlation with other stocks
Volatility Regime:
- Current volatility levels are relatively low compared to historical norms (HV20-65.5%)
Options Market Signals:
- IV rank: N/A due to lack of options data
- Put/call ratios: Not applicable
- Unusual activity: None reported
Downside Protection:
- Support levels: $7.52, $7.09
- Risk management considerations: Stop-loss at $8.15, position sizing based on volatility and market conditions
Market Context & Positioning
Sector Performance:
- Lee Enterprises is a media company, which has been experiencing sector-wide challenges in recent years
Institutional Activity:
- Institutional interest appears moderate, with the stock trading within a relatively narrow range
Correlation Analysis:
- The stock's correlation with other stocks is low (R-squared = 0.09), suggesting limited diversification benefits
Relative Valuation:
- Lee Enterprises' price-to-earnings ratio is relatively low compared to its sector peers, indicating potential undervaluation
Key Levels & Action Items
Critical Price Levels:
- Support: $7.52, $7.09
- Resistance: $8.23, $8.94
Breakout/Breakdown Levels:
- Breakout above the upper Bollinger Band ($8.23) or SMA 50 ($8.94)
- Breakdown below the lower Bollinger Band ($7.52) or SMA 200 ($7.09)
Time-Sensitive Catalysts:
- Earnings release date: Not available
- Product launch: None scheduled
- Regulatory changes: Ongoing investigations and potential breaches
Risk Management:
- Stop-loss at $8.15, position sizing based on volatility and market conditions
LEE Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $116K | #5731 of 6285 | -51.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
LEE 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 |
|---|
LEE Insider Trading (Form 4)
Latest: 2026-09-30| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Gregory David Hoffmann | Director | Award (A) | +3,928 | $6.79 | $26.7K | EDGAR |
| 2026-09-02 | Ronald J Kruszewski | Director | Award (A) | +5,000 | $8.00 | $40.0K | EDGAR |
| 2026-09-02 | Madeline E. McIntosh | Director | Award (A) | +5,313 | $8.00 | $42.5K | EDGAR |
| 2026-09-02 | Shaun McAlmont | Director | Award (A) | +5,000 | $8.00 | $40.0K | EDGAR |
| 2026-09-02 | David Henry Hoffmann | Director | Award (A) | +7,813 | $8.00 | $62.5K | EDGAR |
| 2026-09-02 | Steven C. Fletcher | Director | Award (A) | +5,469 | $8.00 | $43.8K | EDGAR |
| 2026-08-11 | Nathan E. Bekke | President & CEO | Award (A) | +158,228 | — | EDGAR | |
| 2026-08-11 | Joshua Paul Rinehults | V.P., CFO and Treasurer | Award (A) | +81,374 | — | EDGAR | |
| 2026-08-10 | Joshua Paul Rinehults | V.P., CFO and Treasurer | Award (A) | +55,419 | — | EDGAR | |
| 2026-08-10 | Nathan E. Bekke | President & CEO | Award (A) | +107,759 | — | EDGAR | |
| 2026-06-12 | Herbert W Moloney III | Director | Sell (S) | −24,000 | $9.82 | -$235.7K | EDGAR |
| 2026-06-11 | Mary E Junck | Director | Gift (G) | −62,430 | $10.79 | -$673.6K | EDGAR |
| 2026-06-11 | David Henry Hoffmann | Director | Buy (P) | +5,566 | $10.44 | $58.1K | EDGAR |
| 2026-06-08 | David Henry Hoffmann | Director | Buy (P) | +43,325 | $10.95 | $474.3K | EDGAR |
| 2026-06-03 | Herbert W Moloney III | Director | Award (A) | +8,136 | — | EDGAR |
LEE Insider Holdings
20 insiders · @ $6.17| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | David Henry Hoffmann | Director | 12,149,521 | $74.96M | $5.66M | 16 | 2026-09-02 |
| 2 | Quint Digital Ltd | 10%+ Owner | 3,237,800 | $19.98M | $9.71M | 7 | 2026-03-05 |
| 3 | Nathan E. Bekke | President & CEO | 194,165 | $1.20M | $0 | 15 | 2026-08-11 |
| 4 | Mary E Junck | Director | 163,548 | $1.01M | $330.1K | 38 | 2026-06-11 |
| 5 | Kevin Mowbray | President & CEO | 118,970 | $734.0K | $0 | 31 | 2026-02-09 |
| 6 | Joshua Paul Rinehults | V.P., CFO and Treasurer | 83,552 | $515.5K | $0 | 2 | 2026-08-11 |
| 7 | Steven C. Fletcher | Director | 46,873 | $289.2K | $85.2K | 14 | 2026-09-02 |
| 8 | Shaun McAlmont | Director | 35,183 | $217.1K | $19.2K | 7 | 2026-09-02 |
| 9 | Les Ottolenghi | Chief Transformation Officer | 35,000 | $215.9K | $0 | 2 | 2025-05-23 |
| 10 | Timothy R. Millage | V.P., CFO and Treasurer | 30,186 | $186.2K | $0 | 15 | 2026-02-06 |
LEE Board & Officers
As of SEC filings through Sep 30, 2026Directors 11
- Herbert W Moloney III · on file since Jun 2006
- Mary E Junck · on file since Nov 2006
- Brent Magid · since Sep 23, 2010
- Margaret R. Liberman · since Jun 26, 2019
- Steven C. Fletcher · since Feb 19, 2020
- Shaun McAlmont · since May 9, 2022
- Jon Miller · since Jul 17, 2024
- Madeline E. McIntosh · since Jul 17, 2024
- David Henry Hoffmann · since Feb 5, 2026
- Ronald J Kruszewski · since Apr 6, 2026
- Gregory David Hoffmann · since Sep 28, 2026
Officers 4
- Nathan E. Bekke · President & CEO · listed since Aug 2026
- Joshua Paul Rinehults · V.P., CFO and Treasurer · since Feb 3, 2026
- Astrid J Garcia · V.P. - Human Resources · listed since Dec 2023
- Joseph J Battistoni · V.P. - Sales and Marketing · listed since Dec 2023
10% owners 2
- David Henry Hoffmann · since Feb 5, 2026
- Quint Digital Ltd (entity) · since Mar 15, 2024
Changes in the last 10 years (47)
| Sep 28, 2026 | Gregory David Hoffmann became a director |
| Aug 10, 2026 | Nathan E. Bekke listed as President & CEO (previously V.P. - Audience Strategy) in SEC filings |
| Apr 6, 2026 | Ronald J Kruszewski became a director |
| Feb 9, 2026 | Kevin Mowbray reported in an SEC filing no longer being a director |
| Feb 9, 2026 | Kevin Mowbray reported in an SEC filing no longer being President & CEO |
| Feb 5, 2026 | Timothy R. Millage reported in an SEC filing no longer being V.P., CFO and Treasurer |
| Feb 5, 2026 | David Henry Hoffmann became a director |
| Feb 5, 2026 | David Henry Hoffmann became a 10% owner |
| Feb 3, 2026 | Joshua Paul Rinehults became V.P., CFO and Treasurer |
| May 23, 2025 | Les Ottolenghi reported in an SEC filing no longer being Chief Transformation Officer |
| Jul 17, 2024 | Madeline E. McIntosh became a director |
| Jul 17, 2024 | Jon Miller became a director |
| May 1, 2024 | Les Ottolenghi became Chief Transformation Officer |
| Mar 15, 2024 | Quint Digital Ltd became a 10% owner |
| Dec 14, 2023 | Kevin Mowbray listed as President & CEO (previously Dir., President & CEO) in SEC filings |
| Dec 14, 2023 | Joseph J Battistoni listed as V.P. - Sales and Marketing (previously VP - Local Advertising) in SEC filings |
| Dec 14, 2023 | Jolene N. Sherman listed as VP - Bus Development & Market (previously V.P. - Business Development) in SEC filings |
| Dec 14, 2023 | Astrid J Garcia listed as V.P. - Human Resources (previously VP - Human Resources & Legal) in SEC filings |
| Dec 6, 2023 | Theodore F. Olt III became Secretary |
| Jan 3, 2023 | Ray G Farris reported in an SEC filing no longer being Vice President - Advertising |
| Dec 13, 2022 | Nathan E. Bekke listed as V.P. - Audience Strategy (previously V.P.Consumer Sales & Marketing) in SEC filings |
| Dec 9, 2022 | Jolene N. Sherman became V.P. - Business Development |
| May 9, 2022 | Shaun McAlmont became a director |
| Jan 10, 2022 | Joseph J Battistoni became VP - Local Advertising |
| Jan 10, 2022 | Astrid J Garcia became VP - Human Resources & Legal |
| Dec 14, 2021 | Mary E Junck no longer listed as Director in SEC filings |
| Dec 14, 2021 | John M. Humenik reported in an SEC filing no longer being Vice President - News |
| Dec 14, 2021 | James A. Green reported in an SEC filing no longer being Vice President - Digital |
| May 11, 2021 | Cannell Capital LLC became a 10% owner |
| Feb 26, 2021 | William E Mayer reported in an SEC filing no longer being a director |
| Feb 26, 2021 | Richard R Cole reported in an SEC filing no longer being a director |
| Dec 15, 2020 | Ray G Farris listed as Vice President - Advertising (previously V.P. & Group Publisher) in SEC filings |
| Feb 19, 2020 | Steven C. Fletcher became a director |
| Feb 19, 2020 | David T. Pearson became a director |
| Dec 17, 2019 | Mary E Junck listed as Director (previously Dir. & Executive Chairman) in SEC filings |
| Dec 3, 2019 | Paul M. Farrell reported in an SEC filing no longer being Vice President - Digital Sales |
| Jun 26, 2019 | Margaret R. Liberman became a director |
| Dec 6, 2018 | Ray G Farris became V.P. & Group Publisher |
| Oct 2, 2018 | Michael R Gulledge reported in an SEC filing no longer being Vice President Publishing |
| Aug 1, 2018 | Timothy R. Millage became V.P., CFO and Treasurer |
| Jun 7, 2018 | Ronald A. Mayo reported in an SEC filing no longer being Vice Pres., CFO and Treasurer |
| Dec 13, 2017 | Michael R Gulledge listed as Vice President Publishing (previously VP Ad Sales Leadership & Pub.) in SEC filings |
| Dec 7, 2017 | Nathan E. Bekke became V.P.Consumer Sales & Marketing |
| Dec 7, 2017 | John M. Humenik became Vice President - News |
| Feb 22, 2017 | Robert P. Fleck became Vice Pres. - Sales & Marketing |
| Nov 29, 2016 | Mary E Junck listed as Dir. & Executive Chairman (previously Dir., Chairman, Pres.&CEO) in SEC filings |
| Nov 29, 2016 | Gregory P Schermer no longer listed as Vice Pres.-Interactive Media in SEC filings |
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Not reported recently (9)
- Jolene N. Sherman · Last reported as VP - Bus Development & Market in an SEC filing dated Mar 13, 2025
- David T. Pearson · Last reported as a director in an SEC filing dated Jun 4, 2024
- Theodore F. Olt III · Last reported as Secretary in an SEC filing dated Feb 16, 2024
- Gregory P Schermer · Last reported as a director in an SEC filing dated Jun 5, 2023
- Cannell Capital LLC · Last reported as a 10% owner in an SEC filing dated May 14, 2021
- Nancy S Donovan · Last reported as a director in an SEC filing dated Dec 19, 2019
- C D Waterman III · Last reported as Secretary in an SEC filing dated Jul 23, 2019
- Leonard J Elmore · Last reported as a director in an SEC filing dated Jun 4, 2019
- Robert P. Fleck · Last reported as Vice Pres. - Sales & Marketing in an SEC filing dated Mar 2, 2017
LEE Proposed Insider Sales (Form 144)
Latest: 2026-07-29What 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-07-29 | MOLONEY HERBERT W III | Former Director | 20,887 | $159.9K | 2026-07-29 | Vanguard Marketing Corporation | — | EDGAR |
| 2026-06-11 | MOLONEY HERBERT W III | Director | 24,000 | $245.0K | 2026-06-11 | Vanguard Marketing Corp. | — | EDGAR |
| 2026-02-24 | Millage Timothy R. | Officer | 30,210 | $271.9K | 2026-02-24 | FIDELITY BROKERAGE SERVICES LLC | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.2M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $706,905 | $74.6B | 2026-10-23 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $606,276 | — | 2026-09-30 |
| 4 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.00% | $323,812 | $13.9B | 2026-10-23 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $265,990 | — | 2026-09-30 |
| 6 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $127,354 | $1.2B | 2026-10-23 |
| 7 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $112,395 | $13.7B | 2026-10-23 |
| 8 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.00% | $34,215 | — | 2026-09-30 |
| 9 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $19,719 | — | 2026-10-26 |
| 10 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $10,352 | — | 2026-10-23 |
| 11 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.00% | $9,271 | — | 2026-09-30 |
| 12 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $2,332 | — | 2026-10-26 |
| 13 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $1,789 | — | 2026-10-26 |
| 14 | FLQS Franklin U.S. Small Cap Multifactor Index ETF | Franklin | 0.00% | $1,604 | $49.1M | 2026-10-26 |
| 15 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $1,253 | — | 2026-10-26 |
| 16 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $49 | — | 2026-10-26 |
| 17 | RB ProShares Russell 2000 Dynamic Buffer ETF | ProShares | 0.00% | $25 | — | 2026-10-26 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.