Lyft, Inc. Class A Common Stock(LYFT)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
LYFT
$14.02
—
Snapshot
$14.02
After hours
$13.98
-0.29%
- 52-Week Range
- $12.46 – $25.54
- YTD
- -29.16%
- IV Rank (30D)
- 59.1
- Straddle Price
- $2.41
- P/C Vol Ratio
- 0.13
- Market Cap
- $5.6B
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 9.38% |
| Volatility Risk Premium | +66.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.9% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 94.4% |
| Book / Price | 49.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 43.2% |
| FCF Margin (TTM) | 17.1% |
| Debt / Equity | 0.33 |
| Quality Score | 4/6 — high quality (12y DCF) |
| SMA 50 | $14.38 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $15.23 |
| Bollinger Width / SMA20 | 96.5% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $6B |
Peers used for multiples: ACN, DASH, EBAY, FICO, MA, MELI, MSCI, PYPL, UBER, V
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$67.32
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $44.10 | 36% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $215.77 | 16% | median 30.3× · 10 peers |
| Peer EV/EBITDA | n/a | 0% | median 22.1× · 10 peers |
| Peer P/B | $70.94 | 3% | median 9.7× · 8 peers |
| Peer P/S | $80.98 | 11% | median 5.0× · 10 peers |
| Market Anchor (SMA50) | $14.38 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $13.98 | 33% | 18 strikes · skew -0.83 |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389)
- Exchange
- XNAS
- Market Cap
- $5.6B
Lyft is the second-largest ride-sharing service provider in the US and Canada, connecting riders and drivers over the Lyft app. Incorporated in 2013 and public since 2019, Lyft offers a variety of rides via private vehicles, including traditional private rides, shared rides, and luxury ones. Besides ride-share, Lyft has entered the bike- and scooter-share market to bring multimodal transportation options to users.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.71% | 7 |
| Feb | -4.32% | 7 |
| Mar | -4.47% | 8 |
| Apr | -1.17% | 8 |
| May | -4.92% | 8 |
| Jun | +0.75% | 8 |
| Jul | -3.66% | 8 |
| Aug | -5.73% | 7 |
| Sep | +3.95% | 7 |
| Oct | -4.86% | 7 |
| Nov | +14.06% | 7 |
| Dec | +0.58% | 7 |
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: $15.21
SMA 50: $14.38
SMA 200: $16.61
Current: $14.02
EMA 12: $15.12
EMA 26: $14.96
MACD: 0.1556 | Signal: -0.1824
BULLISH
ADX (14): 30.44
TREND
+DI: 20.08
−DI: 28.69
Momentum Oscillators
RSI (14): 39.31
NEUTRAL
Stoch %K: 17.12
Stoch %D: 27.85
Williams %R: -82.51
Volume & Volatility
BB Upper: $16.39
BB Lower: $14.02
OVERSOLD
OBV: 628,275,888
Vol SMA 20: 11,628,021
Vol ROC: 144.33%
ATR: $0.68
True Range: $1.20
HV 20: 46.3%
HV 30: 45.1%
HV 60: 41.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
5 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-07 | After-Close | 5.87% | 10.20% | 1.74x | Exceeded |
| 2024-11-06 | After-Close | 19.51% | 1.14% | 0.06x | Within |
| 2025-02-11 | After-Close | 19.62% | 0.84% | 0.04x | Within |
| 2025-05-08 | After-Close | 12.23% | 28.17% | 2.30x | Exceeded |
| 2025-08-06 | After-Close | 16.40% | 11.72% | 0.71x | Within |
| 2025-11-05 | After-Close | 13.96% | 8.46% | 0.61x | Within |
| 2026-02-10 | After-Close | 13.34% | 17.39% | 1.30x | Exceeded |
| 2026-05-07 | After-Close | 13.04% | 4.28% | 0.33x | Within |
Options Activity
- IV Rank (30D)
- 59.1
- IV Rank (7D)
- 100
- Avg IV
- 115.7%
- Straddle (30D)
- $2.41
- Straddle (7D)
- $0.95
- P/C Volume
- 0.13
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
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
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
- Beta (1Y vs SPY)
- 1.40
- Correlation (SPY)
- 34.9%
- R²
- 0.12
- Ann. Volatility
- 51.1%
- SPY Volatility
- 12.7%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 413,943,250 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
36 filers$575.30M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $165.00M | 28.68% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $75.22M | 13.07% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $71.07M | 12.35% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $49.08M | 8.53% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $27.15M | 4.72% | 2026-03-31 |
| 6 | UBS Group AG Custodian | $19.98M | 3.47% | 2026-03-31 |
| 7 | Squarepoint Ops LLC | $19.18M | 3.33% | 2026-03-31 |
| 8 | GROUP ONE TRADING LLC Custodian | $17.10M | 2.97% | 2026-03-31 |
| 9 | MASTERS CAPITAL MANAGEMENT LLC | $13.30M | 2.31% | 2026-03-31 |
| 10 | Walleye Trading LLC | $13.08M | 2.27% | 2026-03-31 |
| 11 | D. E. Shaw & Co., Inc. Custodian | $13.05M | 2.27% | 2026-03-31 |
| 12 | SIMPLEX TRADING, LLC Custodian | $11.67M | 2.03% | 2026-03-31 |
| 13 | CAPITAL FUND MANAGEMENT S.A. | $9.92M | 1.72% | 2026-03-31 |
| 14 | CITIGROUP INC Custodian | $9.07M | 1.58% | 2026-03-31 |
| 15 | HSBC HOLDINGS PLC Custodian | $9.03M | 1.57% | 2026-03-31 |
| 16 | Qube Research & Technologies Ltd | $7.67M | 1.33% | 2026-03-31 |
| 17 | PEAK6 LLC | $6.02M | 1.05% | 2026-03-31 |
| 18 | Parallax Volatility Advisers, L.P. | $5.90M | 1.03% | 2026-03-31 |
| 19 | MILLENNIUM MANAGEMENT LLC Custodian | $5.80M | 1.01% | 2026-03-31 |
| 20 | JPMORGAN CHASE & CO Custodian | $5.73M | 1.00% | 2026-03-31 |
| 21 | Caption Management, LLC | $5.32M | 0.92% | 2026-03-31 |
| 22 | Cubist Systematic Strategies, LLC | $4.70M | 0.82% | 2025-09-30 |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $3.99M | 0.69% | 2026-03-31 |
| 24 | Walleye Capital LLC | $2.02M | 0.35% | 2026-03-31 |
| 25 | Point72 Asset Management, L.P. | $1.66M | 0.29% | 2026-03-31 |
33 filers$515.64M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $140.06M | 27.16% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $108.98M | 21.13% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $61.04M | 11.84% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $35.95M | 6.97% | 2025-09-30 |
| 5 | MILLENNIUM MANAGEMENT LLC Custodian | $21.80M | 4.23% | 2026-03-31 |
| 6 | Squarepoint Ops LLC | $19.51M | 3.78% | 2026-03-31 |
| 7 | PEAK6 LLC | $15.96M | 3.10% | 2026-03-31 |
| 8 | IMC-Chicago, LLC Custodian | $13.48M | 2.61% | 2026-03-31 |
| 9 | Cubist Systematic Strategies, LLC | $13.43M | 2.60% | 2025-09-30 |
| 10 | Walleye Trading LLC | $11.53M | 2.24% | 2026-03-31 |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | $9.15M | 1.77% | 2026-03-31 |
| 12 | UBS Group AG Custodian | $8.80M | 1.71% | 2026-03-31 |
| 13 | Centiva Capital, LP | $8.28M | 1.60% | 2026-03-31 |
| 14 | SIMPLEX TRADING, LLC Custodian | $7.63M | 1.48% | 2026-03-31 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $6.92M | 1.34% | 2026-03-31 |
| 16 | GROUP ONE TRADING LLC Custodian | $5.49M | 1.06% | 2026-03-31 |
| 17 | HSBC HOLDINGS PLC Custodian | $5.03M | 0.98% | 2026-03-31 |
| 18 | Walleye Capital LLC | $4.39M | 0.85% | 2026-03-31 |
| 19 | Qube Research & Technologies Ltd | $3.67M | 0.71% | 2026-03-31 |
| 20 | D. E. Shaw & Co., Inc. Custodian | $3.47M | 0.67% | 2026-03-31 |
| 21 | JPMORGAN CHASE & CO Custodian | $2.53M | 0.49% | 2026-03-31 |
| 22 | TUDOR INVESTMENT CORP ET AL | $1.85M | 0.36% | 2026-03-31 |
| 23 | Alphadyne Asset Management LP | $1.75M | 0.34% | 2026-03-31 |
| 24 | Crawford Fund Management, LLC | $1.41M | 0.27% | 2026-03-31 |
| 25 | Capula Management Ltd | $792.68K | 0.15% | 2026-03-31 |
Insider Activity
Latest: 2026-07-22
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-07-22 | Janey Whiteside | Director | Award (A) | +867 | — | EDGAR | |
| 2026-07-22 | Dave Stephenson | Director | Award (A) | +1,053 | — | EDGAR | |
| 2026-06-16 | Erin Brewer | CHIEF FINANCIAL OFFICER | Sell (S) | −15,000 | $13.59 | -$203.9K | EDGAR |
| 2026-06-05 | Prashant Aggarwal | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-05 | Jill Beggs | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-05 | Deborah Hersman | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-05 | David Lawee | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-05 | Dave Stephenson | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-05 | Betsey Stevenson | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-05 | Janey Whiteside | Director | Award (A) | +18,453 | — | EDGAR | |
| 2026-06-03 | Lindsay Catherine Llewellyn | SEE REMARKS | Sell (S) | −11,491 | $15.00 | -$172.4K | EDGAR |
| 2026-05-29 | Jill Beggs | Director | Sell (S) | −2,093 | $13.76 | -$28.8K | EDGAR |
| 2026-05-29 | Stephen W. Hope | CHIEF ACCOUNTING OFFICER | Sell (S) | −5,460 | $13.76 | -$75.1K | EDGAR |
| 2026-05-28 | Lindsay Catherine Llewellyn | SEE REMARKS | Sell (S) | −11,491 | $13.69 | -$157.3K | EDGAR |
| 2026-05-22 | Erin Brewer | CHIEF FINANCIAL OFFICER | Mixed | −64,804 | $13.18 | -$854.1K | 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.
Insider Holdings
28 insiders · @ $14.02
Officers, directors, and 10%+ owners 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 | Rakuten, Inc. | 10%+ Owner | 31,395,679 | $440.17M | $0 | 2 | 2020-10-22 |
| 2 | Hiroshi Mikitani | Director | 14,997,612 | $210.27M | $0 | 3 | 2020-06-23 |
| 3 | John David Risher | Chief Executive Officer | 11,481,792 | $160.97M | $2.30M | 17 | 2026-02-18 |
| 4 | David Lawee | Director | 6,261,891 | $87.79M | -$405.76M | 35 | 2026-06-05 |
| 5 | Erin Brewer | CHIEF FINANCIAL OFFICER | 1,911,179 | $26.79M | -$975.0K | 20 | 2026-06-16 |
| 6 | Jon McNeill | Chief Operating Officer | 1,365,568 | $19.15M | $0 | 3 | 2019-05-22 |
| 7 | Brian Keith Roberts | Chief Financial Officer | 936,197 | $13.13M | -$5.38M | 26 | 2021-11-23 |
| 8 | John Patrick Zimmer | Director | 896,240 | $12.57M | -$11.14M | 43 | 2025-06-06 |
| 9 | Lindsay Catherine Llewellyn | SEE REMARKS | 853,731 | $11.97M | -$2.67M | 20 | 2026-06-03 |
| 10 | Kristin Sverchek | PRESIDENT | 849,767 | $11.91M | -$14.17M | 75 | 2024-08-22 |
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.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-12
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
5 filings
· $844K notice value
· 4 unique filers
· 100% under 10b5-1 plans
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. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Erin M. Brewer 2022 Trust (1, $411K) · Llewellyn Lindsay Catherine (2, $330K) · STEPHEN HOPE (1, $74K) · JILL BEGGS (1, $28K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | Erin M. Brewer 2022 Trust | Officer | 30,000 | $411.3K | 2026-06-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-01 | Llewellyn Lindsay Catherine | Officer | 11,491 | $172.4K | 2026-06-01 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-05-27 | JILL BEGGS | Director | 2,093 | $28.4K | 2026-05-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-27 | STEPHEN HOPE | Officer | 5,460 | $74.1K | 2026-05-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-26 | Llewellyn Lindsay Catherine | Officer | 11,491 | $157.3K | 2026-05-26 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-04-17 | Llewellyn Lindsay Catherine | Officer | 23,661 | $354.9K | 2026-04-17 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-02-27 | STEPHEN HOPE | Officer | 5,284 | $74.5K | 2026-02-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-02-27 | JILL BEGGS | Director | 2,093 | $29.5K | 2026-02-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-02-25 | Llewellyn Lindsay Catherine | Officer | 23,661 | $314.8K | 2026-02-25 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2025-12-04 | STEPHEN HOPE | Officer | 4,800 | $107.2K | 2025-12-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | 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.
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-04 | 0001628280-26-040783 | EDGAR |
| 2026-05-07 | 0001628280-26-032102 | EDGAR |
| 2026-02-10 | 0001628280-26-006817 | EDGAR |
| 2026-01-27 | 0001628280-26-003601 | EDGAR |
| 2025-11-05 | 0001628280-25-049556 | EDGAR |
| 2025-09-05 | 0001759509-25-000141 | EDGAR |
| 2025-08-14 | 0001759509-25-000134 | EDGAR |
| 2025-08-06 | 0001759509-25-000123 | EDGAR |
| 2025-07-29 | 0001759509-25-000117 | EDGAR |
| 2025-07-02 | 0001759509-25-000113 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001628280-26-032412 | EDGAR |
| 2025-11-05 | 0001628280-25-049701 | EDGAR |
| 2025-08-07 | 0001759509-25-000126 | EDGAR |
| 2025-05-09 | 0001759509-25-000088 | EDGAR |
| 2024-11-07 | 0001759509-24-000128 | EDGAR |
| 2024-08-07 | 0001759509-24-000102 | EDGAR |
| 2024-05-09 | 0001759509-24-000069 | EDGAR |
| 2023-11-09 | 0001759509-23-000115 | EDGAR |
| 2023-08-09 | 0001759509-23-000096 | EDGAR |
| 2023-05-08 | 0001759509-23-000063 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 2.0 |
| P/B Ratio | 1.8 |
| P/S Ratio | 0.8 |
| EV/EBITDA | -211.2 |
| TTM Revenue | $6.5B |
| TTM Net Income | $2.9B |
| TTM EPS | $6.85 |
| ROE | 94.4% |
| Debt/Equity | 0.33 |