LOGC CONTEXTLOGIC HOLDINGS INC
OTC Link
6.68
Delayed
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.
- Straddle Price
- $10.00
- P/C Vol Ratio
- 15.54
- Market Cap
- $0.2B
- Industry (SIC)
- RETAIL-CATALOG & MAIL-ORDER HOUSES (5961) · industry map
- Exchange
- OTC Link
- Market Cap
- $0.2B
- Employees
- 400
- List Date
- 2020-12-16
- CIK
- 0001822250
- Headquarters
- Oakland, CA
- Homepage
- https://www.wish.com
ContextLogic Inc is an online shopping store. The store provides personalized products, clothing products, accessories, gaming products and equipment, cosmetics, plastic products, mobile covers, and other products. Geographically, it derives majority of its revenue from Europe and also has a presence in North America; South America, and other countries.
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.
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
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-08 | Pre-Market | 17.14% | 2.67% | 0.16x | Within |
| 2024-11-07 | Pre-Market | 21.07% | 0.79% | 0.04x | Within |
| 2025-03-12 | Pre-Market | 12.46% | 0.28% | 0.02x | Within |
| 2025-05-09 | Pre-Market | 11.86% | 0.68% | 0.06x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
LOGC Options Activity & IV Rank
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
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.
Estimated net dealer gamma is at the 68th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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.
LOGC 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 |
|---|
LOGC Insider Trading (Form 4)
Latest: 2025-05-19| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-05-19 | Brett Just | Chief Financial Officer | Mixed | +3,165 | $7.41 | -$24.5K | EDGAR |
| 2025-05-08 | Rishi Bajaj | Chief Executive Officer | Mixed | +31,134 | $6.95 | -$171.8K | EDGAR |
| 2025-04-21 | Michael Farlekas | Director | Exer (M) | +25,684 | — | EDGAR | |
| 2025-04-21 | Marshall Heinberg | Director | Exer (M) | +25,684 | — | EDGAR | |
| 2025-04-02 | Jennifer Kwon Chou | Director | Grant (A) | +56,701 RSU | — | EDGAR | |
| 2025-02-19 | Brett Just | Chief Financial Officer | Mixed | +3,177 | $7.88 | -$25.9K | EDGAR |
| 2025-01-17 | Richard S Parisi | Director | Grant (A) | +45,360 RSU | — | EDGAR | |
| 2025-01-17 | Michael Farlekas | Director | Grant (A) | +20,775 RSU | — | EDGAR | |
| 2025-01-17 | Elizabeth A. LaPuma | Director | Grant (A) | +20,775 RSU | — | EDGAR | |
| 2025-01-17 | Marshall Heinberg | Director | Grant (A) | +44,321 RSU | — | EDGAR | |
| 2024-12-09 | Michael Farlekas | Director | Grant (A) | +64,801 RSU | — | EDGAR | |
| 2024-12-09 | Elizabeth A. LaPuma | Director | Grant (A) | +64,801 RSU | — | EDGAR | |
| 2024-12-09 | Marshall Heinberg | Director | Grant (A) | +64,801 RSU | — | EDGAR | |
| 2024-12-09 | Richard S Parisi | Director | Grant (A) | +64,801 RSU | — | EDGAR | |
| 2024-11-19 | Brett Just | Chief Financial Officer | Mixed | +3,149 | $6.31 | -$20.9K | EDGAR |
LOGC Insider Holdings
4 insiders · @ $7.06| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Rishi Bajaj | Chief Executive Officer | 51,134 | $361.0K | $0 | 1 | 2025-05-08 |
| 2 | Brett Just | Chief Financial Officer | 29,349 | $207.2K | -$24.6K | 5 | 2025-05-19 |
| 3 | Marshall A Heinberg | Director | 25,684 | $181.3K | $0 | 3 | 2025-04-21 |
| 4 | Michael Farlekas | Director | 25,684 | $181.3K | $0 | 3 | 2025-04-21 |
LOGC Board & Officers
As of SEC filings through Jul 2, 2025Directors 8
- Ariel Emanuel · since Dec 15, 2020
- Vijay Talwar · since Feb 1, 2022
- Rishi Bajaj · since Nov 29, 2023
- Marshall Heinberg · since Apr 19, 2024
- Michael Farlekas · since Apr 19, 2024
- Edward J. Goldthorpe · since Mar 6, 2025
- Mark Joseph Ward · since Mar 6, 2025
- Jennifer Kwon Chou · since Mar 31, 2025
Officers 10
- Rishi Bajaj · Chief Executive Officer · listed since May 2024
- Peiyen Chuang · Vice President of Operations · since Dec 15, 2020
- Rajat Bahri · Chief Financial Officer · since Dec 15, 2020
- Jennifer Oliver · Interim Co-CFO · since Jul 23, 2021
- Ying Vivian Liu · CFO and COO · listed since Mar 2023
- Michael Gerard Scarola · Chief Financial Officer · since Jun 30, 2025
- Devang Shah · GC, Sec, Chief Admin Officer · listed since Aug 2022
- Jerry Louis · Chief Technology Officer · listed since Mar 2023
- Joanna Forster · General Counsel & CCO · since Apr 19, 2024
- Shuyan (Rachel) Wang · Head of Data Science · since Feb 16, 2023
10% owners 8
- Brian Aaron Singerman · since Dec 15, 2020
- F8 StarLight II SPV, L.P. (entity) · since Dec 15, 2020
- F8 StarLight SPV, L.P. (entity) · since Dec 15, 2020
- Formation8 GP, LLC (entity) · since Dec 15, 2020
- Formation8 Partners Fund I, L.P. (entity) · since Dec 15, 2020
- Founders Fund V Management, LLC (entity) · since Dec 15, 2020
- Peter Thiel · since Dec 15, 2020
- Sheng Zhang · since Dec 15, 2020
Changes in the last 10 years (102)
| Jun 30, 2025 | Michael Gerard Scarola became Chief Financial Officer |
| Jun 24, 2025 | The company announced the departure of Brett Just as Chief Financial Officer in an SEC filing |
| Apr 16, 2025 | The company announced the departure of Richard S Parisi from the board in an SEC filing |
| Apr 16, 2025 | The company announced the departure of Elizabeth A. LaPuma from the board in an SEC filing |
| Mar 31, 2025 | Jennifer Kwon Chou became a director |
| Mar 6, 2025 | Mark Joseph Ward became a director |
| Mar 6, 2025 | Edward J. Goldthorpe became a director |
| May 3, 2024 | Rishi Bajaj first listed as Chief Executive Officer in an SEC filing |
| May 3, 2024 | Brett Just listed as Chief Financial Officer (previously SVP, Finance) in SEC filings |
| Apr 19, 2024 | Richard S Parisi became a director |
| Apr 19, 2024 | Michael Farlekas became a director |
| Apr 19, 2024 | Marshall Heinberg became a director |
| Apr 19, 2024 | Joanna Forster became General Counsel & CCO |
| Apr 19, 2024 | Elizabeth A. LaPuma became a director |
| Apr 18, 2024 | The company announced the departure of Mauricio Monico as Chief Product Officer in an SEC filing |
| Apr 18, 2024 | The company announced the departure of Jun Yan as CEO in an SEC filing |
| Apr 1, 2024 | The company announced the departure of Tanzeen Syed from the board in an SEC filing |
| Apr 1, 2024 | The company announced the departure of Stephanie Tilenius from the board in an SEC filing |
| Apr 1, 2024 | The company announced the departure of Lawrence M Kutscher from the board in an SEC filing |
| Apr 1, 2024 | The company announced the departure of Julie MB Bradley from the board in an SEC filing |
| Apr 1, 2024 | The company announced the departure of Hans Tung from the board in an SEC filing |
| Nov 29, 2023 | Rishi Bajaj became a director |
| May 17, 2023 | Jun Yan listed as CEO (previously Interim CEO) in SEC filings |
| May 17, 2023 | Brett Just listed as SVP, Finance (previously Chief Accounting Officer) in SEC filings |
| Mar 10, 2023 | Ying Vivian Liu listed as CFO and COO (previously Chief Financial Officer) in SEC filings |
| Mar 2, 2023 | Jerry Louis listed as Chief Technology Officer (previously Chief Technical Officer) in SEC filings |
| Feb 21, 2023 | The company announced the departure of Tarun Kumar Jain as Chief Product Officer in an SEC filing |
| Feb 16, 2023 | Shuyan (Rachel) Wang became Head of Data Science |
| Feb 16, 2023 | Mauricio Monico became Chief Product Officer |
| Feb 16, 2023 | Jerry Louis became Chief Technical Officer |
| Jan 18, 2023 | Pai Liu reported in an SEC filing no longer being Chief Data Officer |
| Jan 18, 2023 | Hamid Reza Kassaei reported in an SEC filing no longer being Chief Technology Officer |
| Oct 28, 2022 | Piotr Szulczewski reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2022 | The company announced the departure of Vijay Talwar as Chief Executive Officer in an SEC filing |
| Sep 8, 2022 | Jun Yan became Interim CEO |
| Aug 11, 2022 | Devang Shah listed as GC, Sec, Chief Admin Officer (previously General Counsel and Secretary) in SEC filings |
| Aug 9, 2022 | Lawrence M Kutscher became a director |
| Aug 4, 2022 | The company announced the departure of Piotr Szulczewski from the board in an SEC filing |
| Mar 21, 2022 | Pai Liu listed as Chief Data Officer (previously Vice President of Data Science) in SEC filings |
| Feb 17, 2022 | Piotr Szulczewski no longer listed as Founder and CEO in SEC filings |
| Feb 4, 2022 | The company announced the departure of Jacqueline D Reses from the board in an SEC filing |
| Feb 4, 2022 | The company announced the departure of Jacqueline D Reses as Executive Chairperson in an SEC filing |
| Feb 1, 2022 | Vijay Talwar became a director |
| Feb 1, 2022 | Vijay Talwar became Chief Executive Officer |
| Dec 20, 2021 | The company announced the departure of Joe Lonsdale from the board in an SEC filing |
| Nov 17, 2021 | Brett Just listed as Chief Accounting Officer (previously Interim Co-CFO, Chief Acc Ofcr) in SEC filings |
| Nov 10, 2021 | Ying Vivian Liu became Chief Financial Officer |
| Sep 10, 2021 | Joe Lonsdale no longer listed as a 10% owner in SEC filings |
| Aug 2, 2021 | Tarun Kumar Jain became Chief Product Officer |
| Jul 30, 2021 | Brett Just listed as Interim Co-CFO, Chief Acc Ofcr (previously Chief Accounting Officer) in SEC filings |
| Jul 23, 2021 | Jennifer Oliver became Interim Co-CFO |
| Jul 12, 2021 | Hamid Reza Kassaei became Chief Technology Officer |
| May 25, 2021 | Founders Fund V, LP reported in an SEC filing no longer being a 10% owner |
| May 25, 2021 | Founders Fund V Principals Fund, LP reported in an SEC filing no longer being a 10% owner |
| May 25, 2021 | Founders Fund V Entrepreneurs Fund, LP reported in an SEC filing no longer being a 10% owner |
| May 18, 2021 | Piotr Szulczewski listed as Founder and CEO (previously Founder, CEO, and Chairperson) in SEC filings |
| May 13, 2021 | Jacqueline D Reses first listed as Executive Chairperson in an SEC filing |
| Dec 18, 2020 | Jacqueline D Reses became a director |
| Dec 18, 2020 | Hadley Harbor Master Investors (Cayman) II L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | Dst Investments Xi, L.p. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | Dst Global IV, L.p. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | DST Managers V Ltd reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | DST Managers Ltd reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | DST Investments XVI, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | DST Investments XV, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | DST Global V, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2020 | DST Global IV Co-Invest, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 15, 2020 | Tanzeen Syed became a director |
| Dec 15, 2020 | Stephanie Tilenius became a director |
| Dec 15, 2020 | Sheng Zhang became a 10% owner |
| Dec 15, 2020 | Rajat Bahri became Chief Financial Officer |
| Dec 15, 2020 | Piotr Szulczewski became a director |
| Dec 15, 2020 | Piotr Szulczewski became a 10% owner |
| Dec 15, 2020 | Piotr Szulczewski became Founder, CEO, and Chairperson |
| Dec 15, 2020 | Peter Thiel became a 10% owner |
| Dec 15, 2020 | Peiyen Chuang became Vice President of Operations |
| Dec 15, 2020 | Pai Liu became Vice President of Data Science |
| Dec 15, 2020 | Julie MB Bradley became a director |
| Dec 15, 2020 | Joe Lonsdale became a director |
| Dec 15, 2020 | Joe Lonsdale became a 10% owner |
| Dec 15, 2020 | Hans Tung became a director |
| Dec 15, 2020 | Hadley Harbor Master Investors (Cayman) II L.P. became a 10% owner |
| Dec 15, 2020 | Founders Fund V, LP became a 10% owner |
| Dec 15, 2020 | Founders Fund V Principals Fund, LP became a 10% owner |
| Dec 15, 2020 | Founders Fund V Management, LLC became a 10% owner |
| Dec 15, 2020 | Founders Fund V Entrepreneurs Fund, LP became a 10% owner |
| Dec 15, 2020 | Formation8 Partners Fund I, L.P. became a 10% owner |
| Dec 15, 2020 | Formation8 GP, LLC became a 10% owner |
| Dec 15, 2020 | F8 StarLight SPV, L.P. became a 10% owner |
| Dec 15, 2020 | F8 StarLight II SPV, L.P. became a 10% owner |
| Dec 15, 2020 | Dst Investments Xi, L.p. became a 10% owner |
| Dec 15, 2020 | Dst Global IV, L.p. became a 10% owner |
| Dec 15, 2020 | Devang Shah became General Counsel and Secretary |
| Dec 15, 2020 | DST Managers V Ltd became a 10% owner |
| Dec 15, 2020 | DST Managers Ltd became a 10% owner |
| Dec 15, 2020 | DST Investments XVI, L.P. became a 10% owner |
| Dec 15, 2020 | DST Investments XV, L.P. became a 10% owner |
| Dec 15, 2020 | DST Global V, L.P. became a 10% owner |
| Dec 15, 2020 | DST Global IV Co-Invest, L.P. became a 10% owner |
| Dec 15, 2020 | Brian Aaron Singerman became a 10% owner |
| Dec 15, 2020 | Brett Just became Chief Accounting Officer |
| Dec 15, 2020 | Ariel Emanuel became a director |
- Prev
- 1
- …
LOGC Proposed Insider Sales (Form 144)
Latest: 2024-10-23What 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 |
|---|---|---|---|---|---|---|---|---|
| 2024-10-23 | Forster Joanna | Officer | 59,520 | $363.1K | 2024-10-23 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-07-12 | Tilenius Stephanie | Director | 20,574 | $121.4K | 2024-07-12 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-05-15 | Monico Mauricio | Officer | 64,199 | $367.9K | 2024-05-15 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-05-14 | Louis Jerry | Officer | 40,201 | $229.1K | 2024-05-14 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-04-25 | Bradley Julie MB | FORMER DIRECTOR | 19,421 | $109.6K | 2024-04-25 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-04-24 | Louis Jerry | FORMER OFFICER | 44,540 | $267.2K | 2024-04-24 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-03-15 | Monico Mauricio | Officer | 55,035 | $335.9K | 2024-03-15 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-03-12 | Just Brett | Officer | 7,999 | $50.4K | 2024-03-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.02% | $716,491 | $3.2B | 2026-10-23 |
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.