LGVN Longeveron Inc. Common Stock
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.
- Industry (SIC)
- PHARMACEUTICAL PREPARATIONS (2834) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 38
- List Date
- 2021-02-12
- CIK
- 0001721484
- Next Earnings
- 2026-11-03
- EPS Forecast
- ($1.70) (1 est.)
- Headquarters
- Miami, FL
- Homepage
- https://www.longeveron.com
Longeveron Inc is a clinical stage biotechnology company developing regenerative medicines to address unmet medical needs. Its investigational product candidate is laromestrocel. Laromestrocel is a proprietary, scalable, allogeneic cellular therapy that has multiple potential modes of action that include pro-vascular, pro-regenerative, and anti-inflammatory mechanisms that collectively appear to promote tissue repair and healing. It is in clinical development of a single investigational product candidate, laromestrocel, for four potential indications: HLHS, Alzheimer's disease (AD), Pediatric …
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 | -- | -38.21% | 19.88% | -59.17% | -13.97% | -5.62% | -19.42% |
| Feb | 7.96% | -11.98% | -9.37% | 4.56% | 3.40% | 1.01% | -0.74% |
| Mar | -16.58% | 93.82% | -26.24% | -39.81% | 12.32% | 90.83% | 19.06% |
| Apr | -5.24% | -35.81% | 10.73% | -40.00% | 12.00% | -24.07% | -13.73% |
| May | 8.02% | -16.46% | 3.50% | -36.78% | -20.51% | -9.26% | -11.92% |
| Jun | 20.09% | -24.46% | 6.96% | 54.81% | 4.00% | -8.70% | 8.78% |
| Jul | -30.68% | 4.88% | 1.85% | 99.36% | 26.56% | -3.79% | 16.36% |
| Aug | -37.97% | -21.43% | -16.12% | -32.89% | -49.35% | -5.74% | -27.25% |
| Sep | -1.40% | -23.55% | -11.36% | -5.83% | -8.74% | -60.15% | -18.50% |
| Oct | -5.48% | -3.47% | -13.97% | 11.17% | 12.31% | -38.03%* | -6.25% |
| Nov | 652.44% | 8.68% | -4.85% | 0.99% | -20.08% | -- | 127.44% |
| Dec | -40.92% | -18.27% | -30.96% | -16.02% | -19.68% | -- | -25.17% |
| Total | 97.22% | -76.93% | -57.96% | -82.08% | -60.98% | -74.37% | -42.52% |
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: LGVN
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers: Strong technical momentum, positive news sentiment, and growing interest in longevity biotechs.
Primary risks: Overbought conditions, increased volatility, and potential catalyst fatigue.
Investment thesis: LGVN is a promising microcap company with significant growth potential due to its innovative approach to anti-aging protein production. The recent reverse stock split and uplisting may attract new institutional investors, further driving the stock price upward.
Recent news sentiment impact: Positive news headlines have contributed to the stock's upward momentum, while neutral headlines have had limited impact.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Bullish; Medium-term (1-3 months): Neutral; Long-term (3-12 months): Bullish
Support/Resistance Levels: Key price levels from moving averages: SMA 20 ($7.34), SMA 50 ($6.91), and upper Bollinger Band ($8.61). Resistance at the current price level of $6.81.
Momentum Signals:
- RSI interpretation: Neutral (45.71)
- MACD signal: Bullish
- Bollinger Bands position: Squeeze
Volume Analysis: Volume trends indicate increased institutional interest, with a rising OBV and decreasing volume rate of change.
News & Sentiment Analysis
Recent Headlines Summary: Positive headlines (2/6) outweigh neutral headlines (3/6), indicating growing interest in the company's longevity-focused biotech.
Sentiment Assessment: Aggregate news sentiment: POSITIVE (55%)
Catalyst Identification: Upcoming events and earnings announcements may drive further growth, but no specific catalysts are currently identified.
Market Narrative: The positive news sentiment aligns with the stock's upward momentum, supporting the bullish trend direction.
Risk & Volatility Assessment
Beta Interpretation: Beta: 1.01 (above average), indicating a more volatile stock than SPY.
Volatility Regime: Current vs historical volatility levels: Above average volatility.
Options Market Signals: No options data available, but high implied volatility may indicate increased market activity.
Downside Protection: Support levels: SMA 20 ($7.34) and lower Bollinger Band ($6.06).
Market Context & Positioning
Sector Performance: Relative strength vs sector/market: Neutral (Longeveron's biotech sector is strong, but the stock is not as dominant as other players.)
Institutional Activity: Volume patterns suggest institutional interest is increasing.
Correlation Analysis: How stock moves relative to market (R-squared interpretation): 0.13 - indicating a weak correlation with the broader market.
Relative Valuation: Position within trading range: Attractive entry point due to recent pullback and positive news sentiment.
Key Levels & Action Items
Critical Price Levels: Support/resistance levels:
- SMA 20 ($7.34)
- SMA 50 ($6.91)
- Upper Bollinger Band ($8.61)
Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
- Resistance at the current price level of $6.81
- Breakout above upper Bollinger Band ($8.61) for further upside
Time-Sensitive Catalysts: No specific catalysts are currently identified, but upcoming earnings announcements may drive further growth.
Risk Management: Stop-loss levels: SMA 20 ($7.34); Position sizing considerations: Use a risk-reward ratio to manage exposure.
Please note that this is an AI-generated report based on the provided data and guidelines. It's essential to conduct thorough research, analyze multiple sources, and consider various perspectives before making any investment decisions.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-08-13 | unknown | — | 6.06% | — | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
LGVN 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 |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $952K | #2925 of 3716 | +203.1% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $14K | #3116 of 3138 | new | 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
LGVN 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 |
|---|
LGVN Insider Trading (Form 4)
Latest: 2026-10-05| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Nataliya Agafonova | Chief Medical Officer | Tax (F) | −2,913 | $2.59 | -$7.5K | EDGAR |
| 2026-10-05 | Devin Blass | CTO & SVP of CMC | Tax (F) | −2,520 | $2.59 | -$6.5K | EDGAR |
| 2026-10-05 | Stephen H Willard | Chief Executive Officer | Tax (F) | −1,987 | $2.59 | -$5.1K | EDGAR |
| 2026-10-05 | Paul T Lehr | General Counsel, Secretary | Tax (F) | −2,253 | $2.59 | -$5.8K | EDGAR |
| 2026-10-05 | Nirav S. Jhaveri | Chief Financial Officer | Tax (F) | −742 | $2.59 | -$1.9K | EDGAR |
| 2026-08-25 | Nirav S. Jhaveri | Chief Financial Officer | Award (A) | +300,000 | — | EDGAR | |
| 2026-08-21 | Deborah Ascheim | Director | Award (A) | +36,000 | — | EDGAR | |
| 2026-08-21 | Devin Blass | CTO & SVP of CMC | Award (A) | +286,000 | — | EDGAR | |
| 2026-08-21 | George A. Paletta Jr. | Director | Award (A) | +36,000 | — | EDGAR | |
| 2026-08-21 | Rock Soffer | Director | Award (A) | +36,000 | — | EDGAR | |
| 2026-08-21 | Roger Joseph Hajjar | Director | Award (A) | +36,000 | — | EDGAR | |
| 2026-08-21 | Arjun JJ Desai | Director | Award (A) | +36,000 | — | EDGAR | |
| 2026-08-21 | Paul T Lehr | General Counsel, Secretary | Award (A) | +286,000 | — | EDGAR | |
| 2026-08-21 | Nataliya Agafonova | Chief Medical Officer | Award (A) | +286,000 | — | EDGAR | |
| 2026-08-21 | Leah Rush Cann | Director | Award (A) | +36,000 | — | EDGAR |
LGVN Insider Holdings
19 insiders · @ $1.60| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Joshua Hare | Chief Scientific Officer | 161,315 | $258.9K | $795.5K | 23 | 2026-08-21 |
| 2 | Paul T Lehr | General Counsel, Secretary | 83,889 | $134.6K | $5.8K | 29 | 2026-10-05 |
| 3 | Stephen H Willard | Chief Executive Officer | 74,916 | $120.2K | $0 | 5 | 2026-10-05 |
| 4 | Nataliya Agafonova | Chief Medical Officer | 68,778 | $110.4K | $0 | 17 | 2026-10-05 |
| 5 | Devin Blass | CTO & SVP of CMC | 68,653 | $110.2K | $0 | 9 | 2026-10-05 |
| 6 | Lisa Locklear | Chief Financial Officer | 44,318 | $71.1K | $0 | 17 | 2026-07-06 |
| 7 | Mohamed Wa'el Ahmed Hashad | Chief Executive Officer | 42,090 | $67.6K | $25.0K | 12 | 2025-07-17 |
| 8 | Nirav S. Jhaveri | Chief Financial Officer | 29,258 | $47.0K | $0 | 2 | 2026-10-05 |
| 9 | Rock Soffer | Director | 26,203 | $42.1K | $216.6K | 14 | 2026-08-21 |
| 10 | James Nathaniel Powell | Chief Executive Officer | 12,559 | $20.2K | $0 | 3 | 2026-01-06 |
LGVN Board & Officers
As of SEC filings through Oct 5, 2026Directors 8
- Joshua Hare · since Feb 11, 2021
- Rock Soffer · since Feb 11, 2021
- Ursula Ungaro · since Jun 1, 2021
- Roger Joseph Hajjar · since Jul 2, 2024
- George A. Paletta Jr. · since Oct 1, 2025
- Deborah Ascheim · since Jul 1, 2026
- Leah Rush Cann · since Jul 1, 2026
- Arjun JJ Desai · since Jul 2, 2026
Officers 6
- Stephen H Willard · Chief Executive Officer · since Feb 11, 2026
- Nirav S. Jhaveri · Chief Financial Officer · since Aug 17, 2026
- Joshua Hare · Chief Scientific Officer · listed since Feb 2021
- Nataliya Agafonova · Chief Medical Officer · since Jul 1, 2023
- Paul T Lehr · General Counsel, Secretary · since Feb 11, 2021
- Devin Blass · CTO & SVP of CMC · since Apr 16, 2025
10% owners 1
- Joshua Hare · listed since May 2021
Changes in the last 10 years (53)
| Aug 17, 2026 | Nirav S. Jhaveri became Chief Financial Officer |
| Jul 13, 2026 | Marie Washburn became Chief Financial Officer |
| Jul 2, 2026 | Arjun JJ Desai became a director |
| Jul 1, 2026 | Leah Rush Cann became a director |
| Jul 1, 2026 | Deborah Ascheim became a director |
| Jun 1, 2026 | The company announced the departure of Lisa Locklear as Chief Financial Officer in an SEC filing |
| Mar 3, 2026 | The company announced the departure of Richard N Kender from the board in an SEC filing |
| Feb 11, 2026 | Stephen H Willard became Chief Executive Officer |
| Feb 9, 2026 | The company announced the departure of James Nathaniel Powell as Chief Executive Officer in an SEC filing |
| Nov 7, 2025 | The company announced the departure of Neha J. Motwani from the board in an SEC filing |
| Nov 7, 2025 | The company announced the departure of Khoso Baluch from the board in an SEC filing |
| Oct 1, 2025 | George A. Paletta Jr. became a director |
| Sep 4, 2025 | James Nathaniel Powell became Chief Executive Officer |
| Aug 27, 2025 | The company announced the departure of Mohamed Wa'el Ahmed Hashad from the board in an SEC filing |
| Aug 27, 2025 | The company announced the departure of Mohamed Wa'el Ahmed Hashad as Chief Executive Officer in an SEC filing |
| Apr 16, 2025 | Devin Blass became CTO & SVP of CMC |
| Jan 27, 2025 | The company announced the departure of Neil E Hare from the board in an SEC filing |
| Jul 2, 2024 | Roger Joseph Hajjar became a director |
| Jul 2, 2024 | Neha J. Motwani became a director |
| May 10, 2024 | Richard N Kender became a director |
| May 8, 2024 | The company announced the departure of Cathy Ross from the board in an SEC filing |
| May 6, 2024 | The company announced the departure of Jeffrey Pfeffer from the board in an SEC filing |
| Jan 25, 2024 | Mohamed Wa'el Ahmed Hashad first listed as a director in an SEC filing |
| Jul 31, 2023 | Lisa Locklear became Chief Financial Officer |
| Jul 1, 2023 | Nataliya Agafonova became Chief Medical Officer |
| Jun 30, 2023 | The company announced the departure of Kwan-Hong Christopher Min as Chief Medical Officer in an SEC filing |
| Jun 9, 2023 | Khoso Baluch became a director |
| Jun 9, 2023 | Jeffrey Pfeffer became a director |
| Apr 4, 2023 | The company announced the departure of James Clavijo as CFO and Treasurer in an SEC filing |
| Mar 1, 2023 | Mohamed Wa'el Ahmed Hashad became Chief Executive Officer |
| May 19, 2022 | Ds Med LLC reported in an SEC filing no longer being a 10% owner |
| May 3, 2022 | The company announced the departure of Geoff Green as CEO in an SEC filing |
| Apr 18, 2022 | Donald M Soffer no longer listed as a 10% owner in SEC filings |
| Apr 4, 2022 | Kwan-Hong Christopher Min became Chief Medical Officer |
| Feb 15, 2022 | Todd C Girolamo became a director |
| Jun 1, 2021 | Ursula Ungaro became a director |
| May 14, 2021 | Joshua Hare first listed as a 10% owner in an SEC filing |
| May 14, 2021 | Donald M Soffer first listed as a 10% owner in an SEC filing |
| Feb 17, 2021 | Joshua Hare no longer listed as a 10% owner in SEC filings |
| Feb 17, 2021 | Joshua Hare listed as Chief Scientific Officer (previously Chairman & CSO) in SEC filings |
| Feb 11, 2021 | Rock Soffer became a director |
| Feb 11, 2021 | Paul T Lehr became General Counsel, Secretary |
| Feb 11, 2021 | Neil E Hare became a director |
| Feb 11, 2021 | Joshua Hare became a director |
| Feb 11, 2021 | Joshua Hare became a 10% owner |
| Feb 11, 2021 | Joshua Hare became Chairman & CSO |
| Feb 11, 2021 | James Clavijo became CFO and Treasurer |
| Feb 11, 2021 | Geoff Green became CEO |
| Feb 11, 2021 | Erin Borger became a director |
| Feb 11, 2021 | Ds Med LLC became a 10% owner |
| Feb 11, 2021 | Douglas W Losordo became a director |
| Feb 11, 2021 | Donald M Soffer became a director |
| Feb 11, 2021 | Cathy Ross became a director |
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Not reported recently (5)
- Marie Washburn · Last reported as Chief Financial Officer in an SEC filing dated Jul 21, 2026
- Douglas W Losordo · Last reported as a director in an SEC filing dated Dec 26, 2023
- Donald M Soffer · Last reported as a director in an SEC filing dated Dec 22, 2022
- Erin Borger · Last reported as a director in an SEC filing dated Dec 22, 2022
- Todd C Girolamo · Last reported as a director in an SEC filing dated Dec 22, 2022
LGVN Proposed Insider Sales (Form 144)
Latest: 2025-05-29What 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 |
|---|---|---|---|---|---|---|---|---|
| 2025-05-29 | Rock Soffer | Director | 21,000 | $26.8K | 2025-05-29 | J.P. Morgan Securities LLC | — | EDGAR |
| 2025-05-15 | Hare Joshua | Officer, Director | 5,250 | $7.2K | 2025-05-15 | Merrill Lynch | — | EDGAR |
| 2024-11-27 | Baluch Khoso | Director | 1,250 | $2.6K | 2024-11-27 | Fidelity Brokerage Services LLC | — | EDGAR |
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.