Macy's Inc.(M)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

M iron condor setups M expected move M IV rank history

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.

M $23.25 —
Snapshot
$23.25
52-Week Range
$11.77 – $26.10
YTD
+2.20%
IV Rank (30D)
10.17
Straddle Price
$2.26
P/C Vol Ratio
0.16
Market Cap
$6.1B
Fair Value
MODEL: LONG

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 ≥ 0.5% and dividend payments are stable.
  • 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)4.44%
Beta vs SPY1.35
Cost of Equity (CAPM)11.07% (VRP-adj)
WACC8.51%
Volatility Risk Premium+1.5pp (IV − HV30), ERP adj -8bps
Effective Tax Rate23.7%
Rev. Growth (YoY, DCF input)-2.1%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$1.1B
Return on Equity (TTM)13.8%
Book / Price75.7% — banking bias active (P/B is primary)
Gross Margin (TTM)40.3%
FCF Margin (TTM)5.0%
Debt / Equity0.50
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$21.60 (Market Anchor value)
SMA 20 / Bollinger Mid$24.06
Bollinger Width / SMA2078.7% (drives anchor stability)
Net Debt$1.1B
Market Cap$6B
Peers used for multiples: AN, DINO, F, LAD, LEA, PAG, TGT (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
40%
20-Day Fair Value
$23.83
α +2.5% rank 14%
40-Day Fair Value
$23.32
α +0.3% rank 11%
60-Day Fair Value
$22.08
α -5.0% rank 24%
MethodImplied PriceWeightDetail
DCF $53.15 18%
DDM (Gordon) $5.54 14%
Peer P/E $27.85 5% median 11.5× · 6 peers
Peer EV/EBITDA $62.53 5% median 10.4× · 7 peers
Peer P/B $25.51 5% median 1.4× · 7 peers
Peer P/S $23.97 5% median 0.3× · 7 peers
Market Anchor (SMA50) $21.60 28% stability 77% (BB-width)
Options Expected (B-L 30d) $22.17 18% 30 strikes · skew -0.16
As of 2026-07-03 · updated 2026-07-03 20:59:30.383000
Info
Industry (SIC)
RETAIL-DEPARTMENT STORES (5311)
Exchange
XNYS
Market Cap
$6.1B

Founded in 1858 and based in New York City, Macy's operates about 430 eponymous stores, 60 stores under the Bloomingdale's (full-price and outlet) and Bloomie's names, and 170 freestanding Bluemercury specialty beauty stores. Macy's also operates e-commerce sites and licenses Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances constituted 64% of 2025 net retail sales.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -0.97% 19
Feb +0.70% 19
Mar -4.49% 19
Apr +4.28% 19
May -0.83% 19
Jun -0.73% 20
Jul +0.81% 20
Aug -2.68% 19
Sep -1.01% 19
Oct +2.09% 19
Nov +7.57% 19
Dec +0.66% 19
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: $24.06
SMA 50: $21.60
SMA 200: $20.41
Current: $23.25
EMA 12: $24.08
EMA 26: $23.37
MACD: 0.7143 | Signal: -0.2978
BULLISH
ADX (14): 33.48
TREND
+DI: 26.50
−DI: 25.06
Momentum Oscillators
RSI (14): 49.62
NEUTRAL
Stoch %K: 21.33
Stoch %D: 42.18
Williams %R: -88.92
Volume & Volatility
BB Upper: $26.33
BB Lower: $21.78
NEUTRAL
OBV: -91,062,776
Vol SMA 20: 6,996,949
Vol ROC: -30.98%
ATR: $1.04
True Range: $0.75
HV 20: 57.7%
HV 30: 55.7%
HV 60: 44.5%
Data Summary
Data Points: 500
Last Updated: 2026-07-03T21:15:13.519000
Date Range: 2024-07-05T00:00:00 – 2026-07-02T00:00:00
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 6 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-25 Pre-Market 10.24% 2.21% 0.22x Within
2025-05-28 Pre-Market 7.40% 0.83% 0.11x Within
2025-09-03 Pre-Market 8.43% 19.06% 2.26x Exceeded
2025-12-03 Pre-Market 10.96% 1.10% 0.10x Within
2026-03-18 Pre-Market 11.17% 3.48% 0.31x Within
2026-06-03 Pre-Market 9.07% 0.60% 0.07x Within
Options Activity
IV Rank (30D)
10.17
IV Rank (7D)
34.56
Avg IV
57.1%
Straddle (30D)
$2.26
Straddle (7D)
$1.16
P/C Volume
0.16
Spread Scanner GPU
Full Algorithm Docs ↗

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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 —

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)
1.15
Correlation (SPY)
31.1%
R²
0.10
Ann. Volatility
46.3%
SPY Volatility
12.6%

Above average volatility - stock moves with market amplification

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 274,925,000 (as of 2026-05-02)

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.

486 filers505,774,705 shares$8.91B value183.97% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 51,711,036 $1.14B 12.79% 18.81% 2025-12-31
2 BlackRock, Inc. Custodian 56,529,714 $1.02B 11.48% 20.56% 2026-03-31
3 DIMENSIONAL FUND ADVISORS LP Custodian 32,951,294 $596.07M 6.69% 11.99% 2026-03-31
4 AMERICAN CENTURY COMPANIES INC 24,286,300 $439.34M 4.93% 8.83% 2026-03-31
5 RWC Asset Management LLP 22,548,802 $407.91M 4.58% 8.20% 2026-03-31
6 STATE STREET CORP 18,448,846 $337.26M 3.78% 6.71% 2026-03-31
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18,413,810 $333.11M 3.74% 6.70% 2026-03-31
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 15,259,658 $291.81M 3.27% 5.55% 2026-03-31
9 GOLDMAN SACHS GROUP INC Custodian 15,243,050 $275.75M 3.09% 5.54% 2026-03-31
10 Newport Trust Company, LLC 13,865,458 $250.83M 2.81% 5.04% 2026-03-31
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 11,527,442 $208.53M 2.34% 4.19% 2026-03-31
12 Allianz Asset Management GmbH 11,055,108 $199.99M 2.24% 4.02% 2026-03-31
13 AQR CAPITAL MANAGEMENT LLC Custodian 9,935,864 $179.54M 2.01% 3.61% 2026-03-31
14 MORGAN STANLEY Custodian 7,600,698 $167.60M 1.88% 2.76% 2025-12-31
15 Invesco Ltd. Custodian 7,775,138 $140.65M 1.58% 2.83% 2026-03-31
16 UBS Group AG Custodian 6,493,610 $117.47M 1.32% 2.36% 2026-03-31
17 PRUDENTIAL FINANCIAL INC 6,412,284 $116.00M 1.30% 2.33% 2026-03-31
18 BERKSHIRE HATHAWAY INC 6,076,710 $109.93M 1.23% 2.21% 2026-03-31
19 Bank of New York Mellon Corp Custodian 5,827,244 $105.41M 1.18% 2.12% 2026-03-31
20 NORTHERN TRUST CORP Custodian 5,121,208 $92.64M 1.04% 1.86% 2026-03-31
21 FRANKLIN RESOURCES INC Custodian 4,852,034 $87.77M 0.98% 1.76% 2026-03-31
22 HENNESSY ADVISORS INC 4,243,400 $76.76M 0.86% 1.54% 2026-03-31
23 WEDGE CAPITAL MANAGEMENT L L P/NC 3,636,382 $65.78M 0.74% 1.32% 2026-03-31
24 BARCLAYS PLC Custodian 3,607,576 $65.26M 0.73% 1.31% 2026-03-31
25 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 3,487,570 $63.09M 0.71% 1.27% 2026-03-31
17 filers$115.65M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $30.93M 26.75% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $23.44M 20.27% 2026-03-31
3 JANE STREET GROUP, LLC Custodian $16.19M 14.00% 2026-03-31
4 Squarepoint Ops LLC $12.88M 11.13% 2026-03-31
5 Walleye Trading LLC $11.43M 9.89% 2026-03-31
6 WOLVERINE TRADING, LLC Custodian $7.34M 6.35% 2025-09-30
7 Walleye Capital LLC $3.34M 2.89% 2026-03-31
8 PEAK6 LLC $2.71M 2.34% 2026-03-31
9 Point72 Asset Management, L.P. $2.47M 2.13% 2026-03-31
10 Alphadyne Asset Management LP $1.74M 1.51% 2026-03-31
11 CAPITAL FUND MANAGEMENT S.A. $1.36M 1.17% 2026-03-31
12 TUDOR INVESTMENT CORP ET AL $394.36K 0.34% 2026-03-31
13 TWO SIGMA INVESTMENTS, LP $383.51K 0.33% 2026-03-31
14 MILLENNIUM MANAGEMENT LLC Custodian $379.89K 0.33% 2026-03-31
15 CSS LLC/IL $361.80K 0.31% 2026-03-31
16 Raiffeisen Bank International AG $230.86K 0.20% 2026-03-31
17 HAP TRADING, LLC $64.36K 0.06% 2025-09-30
17 filers$203.20M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $50.43M 24.82% 2026-03-31
2 BARCLAYS PLC Custodian $49.57M 24.39% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $33.05M 16.26% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $21.18M 10.42% 2026-03-31
5 Walleye Trading LLC $16.69M 8.22% 2026-03-31
6 D. E. Shaw & Co., Inc. Custodian $13.66M 6.72% 2026-03-31
7 Eisler Capital Management Ltd. $4.84M 2.38% 2025-09-30
8 WOLVERINE TRADING, LLC Custodian $4.70M 2.31% 2025-09-30
9 Squarepoint Ops LLC $3.17M 1.56% 2026-03-31
10 MILLENNIUM MANAGEMENT LLC Custodian $1.73M 0.85% 2026-03-31
11 CAPITAL FUND MANAGEMENT S.A. $1.60M 0.79% 2026-03-31
12 Walleye Capital LLC $853.85K 0.42% 2026-03-31
13 Capula Management Ltd $683.80K 0.34% 2026-03-31
14 TUDOR INVESTMENT CORP ET AL $484.81K 0.24% 2026-03-31
15 Alphadyne Asset Management LP $459.49K 0.23% 2026-03-31
16 MARSHALL WACE, LLP Custodian $86.83K 0.04% 2026-03-31
17 HAP TRADING, LLC $2.57K <0.01% 2025-09-30
Insider Activity
Latest: 2026-07-01
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
2026-07-01 RICHARD L MARKEE Director Grant (A) +1,322 RSU — EDGAR
2026-06-26 Paul Griscom SVP and Controller Sell (S) −10,077 $25.63 -$258.3K EDGAR
2026-06-24 Thomas Jr. Edwards EVP, COO & CFO Mixed +20,000 $24.89 -$408.7K EDGAR
2026-06-08 Marie A Chandoha Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 Torrence Boone Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 NAVEEN K. CHOPRA Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 RICHARD L MARKEE Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 Jill Granoff Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 Deirdre P Connelly Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 PAUL C VARGA Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 Emilie Arel Director Grant (A) +8,348 RSU — EDGAR
2026-06-08 Robert B. Chavez Director Grant (A) +8,348 RSU — EDGAR
2026-04-07 Antony Spring Chairman & CEO Mixed +48,553 $17.92 -$897.0K EDGAR
2026-04-07 Tracy M Preston EVP, CLO & Corporate Secretary Mixed +7,875 $17.92 -$94.5K EDGAR
2026-04-07 Danielle L. Kirgan EVP, Chief HR Officer Mixed +9,709 $17.92 -$179.4K 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
48 insiders · @ $23.25
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 Jeffrey Gennette Chairman & CEO 1,108,318 $25.77M -$31.39M 53 2024-04-02
2 Antony Spring Chairman & CEO 485,791 $11.29M -$5.34M 25 2026-04-07
3 TERRY J LUNDGREN Executive Chair&Chairman of Bd 441,862 $10.27M -$152.58M 33 2017-03-28
4 THOMAS L COLE Chief Administrative Officer 185,569 $4.31M -$9.24M 18 2012-03-27
5 Adrian V Mitchell EVP, COO & CFO 166,308 $3.87M -$3.58M 20 2025-04-02
6 JOSEPH NEUBAUER Director 162,040 $3.77M $613.5K 45 2016-04-04
7 C Elisa D Garcia EVP, CLO and Secretary 159,691 $3.71M -$1.50M 17 2023-07-11
8 John T. Harper EVP, Chief Operations Officer 118,586 $2.76M -$669.6K 6 2021-07-13
9 Danielle L. Kirgan EVP, Chief HR Officer 108,008 $2.51M -$13.13M 32 2026-04-07
10 SUSAN D KRONICK Vice Chair 98,123 $2.28M $0 7 2010-02-23
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: 2026-06-25
Last 30d: 2 filings · $1.1M notice value  ·  Last 90d: 7 filings · $3.8M notice value · 6 unique filers

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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Top 90-day filers: Spring Antony (1, $1.8M) · Edwards Thomas Jr. (1, $872K) · Kirgan Danielle L. (1, $351K) · Griscom Paul (2, $302K) · Bron Olivier (1, $234K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-25 Griscom Paul Officer 10,077 $255.4K 2026-06-25 Charles Schwab & Co. — EDGAR
2026-06-24 Edwards Thomas Jr. Officer 36,419 $872.2K 2026-06-24 Charles Schwab & Co. — EDGAR
2026-04-06 Bron Olivier Officer 13,146 $234.3K 2026-04-06 Charles Schwab & Co. — EDGAR
2026-04-06 Griscom Paul Officer 2,629 $46.8K 2026-04-06 Charles Schwab & Co. — EDGAR
2026-04-06 Kirgan Danielle L. Officer 19,719 $351.4K 2026-04-06 Charles Schwab & Co. — EDGAR
2026-04-06 Preston Tracy M Officer 13,146 $234.3K 2026-04-06 Charles Schwab & Co. — EDGAR
2026-04-06 Spring Antony Officer, Director 98,597 $1.76M 2026-04-06 Charles Schwab & Co. — EDGAR
2026-04-01 Griscom Paul Officer 1,715 $31.0K 2026-04-01 Charles Schwab & Co. — EDGAR
2026-04-01 Kirgan Danielle L. Officer 12,864 $232.7K 2026-04-01 Charles Schwab & Co. — EDGAR
2026-04-01 Spring Antony Officer, Director 28,588 $517.2K 2026-04-01 Charles Schwab & Co. — 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
2026-06-03 0001628280-26-040037 EDGAR
2026-05-18 0000794367-26-000038 EDGAR
2026-03-26 0000794367-26-000012 EDGAR
2026-03-18 0001628280-26-019024 EDGAR
2026-02-27 0000794367-26-000006 EDGAR
2026-02-18 0000794367-26-000004 EDGAR
2025-12-12 0000794367-25-000169 EDGAR
2025-12-03 0001628280-25-054900 EDGAR
2025-09-03 0000794367-25-000139 EDGAR
2025-07-29 0000794367-25-000137 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-03-27 0001628280-26-021721 EDGAR
2025-03-21 0001628280-25-014315 EDGAR
2024-03-22 0001628280-24-012734 EDGAR
2023-03-24 0001628280-23-009154 EDGAR
2022-03-25 0001564590-22-011726 EDGAR
2021-03-29 0001564590-21-016119 EDGAR
2020-03-30 0000794367-20-000040 EDGAR
2019-04-03 0000794367-19-000038 EDGAR
2018-04-04 0000794367-18-000036 EDGAR
2017-03-29 0000794367-17-000041 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-06-04 0001628280-26-040820 EDGAR
2025-12-10 0001628280-25-056323 EDGAR
2025-09-10 0000794367-25-000145 EDGAR
2025-06-05 0001628280-25-029500 EDGAR
2024-12-12 0001628280-24-051058 EDGAR
2024-09-04 0001628280-24-039219 EDGAR
2024-05-30 0001628280-24-025853 EDGAR
2023-11-28 0001628280-23-040057 EDGAR
2023-08-25 0001628280-23-030657 EDGAR
2023-06-06 0001628280-23-021104 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 Ratio9.6
P/B Ratio1.3
P/S Ratio0.3
EV/EBITDA4.1
TTM Revenue$22.7B
TTM Net Income$0.7B
TTM EPS$2.42
ROE13.8%
Dividend Yield3.20%
Debt/Equity0.50