MSC Industrial Direct Co., Inc. Class A(MSM)

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

MSM iron condor setups MSM expected move MSM IV rank history MSM Fibonacci levels

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.

MSM $125.83 —
Snapshot
$125.83
52-Week Range
$78.80 – $128.79
YTD
+46.59%
IV Rank (30D)
8.69
Straddle Price
$8.80
P/C Vol Ratio
1.04
Market Cap
$7.1B
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 ≥ 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 SPY1.00
Cost of Equity (CAPM)10.10% (VRP-adj)
WACC9.97%
Volatility Risk Premium+21.8pp (IV − HV30), ERP adj +50bps
Effective Tax Rate24.9%
Rev. Growth (YoY, DCF input)+7.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.07 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)16.3%
Book / Price19.9%
Gross Margin (TTM)40.8%
FCF Margin (TTM)5.6%
Debt / Equity0.06
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+17.6% (reverse-DCF on current price)
SMA 50$115.83 (Market Anchor value)
SMA 20 / Bollinger Mid$122.04
Bollinger Width / SMA208.4% (drives anchor stability)
Net Debt$0.0B
Market Cap$7B
Peers used for multiples: AAPL, AMZN, CVX, FIGS, JNJ, MSFT, NVDA, USB
Model Conviction
7%
20-Day Fair Value
≈ by Aug 21, 2026
$123.97
α -1.5% rank 12%
40-Day Fair Value
≈ by Sep 21, 2026
$125.94
α +0.1% rank 6%
60-Day Fair Value
≈ by Oct 20, 2026
$126.90
α +0.9% rank 11%
MethodImplied PriceWeightDetail
DCF $69.74 20%
DDM (Gordon) $71.65 16%
Peer P/E $135.03 9% median 30.4× · 8 peers
Peer EV/EBITDA $153.33 9% median 18.1× · 8 peers
Peer P/B $166.96 2% median 6.6× · 8 peers
Peer P/S $368.37 6% median 4.9× · 8 peers
Market Anchor (SMA50) $115.83 39% stability 100% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-23 · updated
Info
Industry (SIC)
WHOLESALE-INDUSTRIAL MACHINERY & EQUIPMENT (5084)
Exchange
XNYS
Market Cap
$7.1B

Founded in 1941, MSC Industrial Direct originally manufactured and sold cutting tools to metalworking shops in New York. Through a series of acquisitions and organic expansions, MSC has grown into an industrial distribution powerhouse with a focus on specialized metalworking products and services. The firm also distributes a wide breadth of maintenance, repair, and operations supplies. MSC primarily operates in North America, where it derives over 95% of its revenue.

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
MonthAvg ReturnYears of Data
Jan +0.71% 23
Feb +0.66% 23
Mar +2.49% 23
Apr +1.81% 23
May +0.89% 23
Jun -0.78% 23
Jul +0.00% 23
Aug -2.14% 22
Sep +0.33% 23
Oct +1.81% 23
Nov +3.35% 23
Dec +0.70% 23
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: $122.51
SMA 50: $116.20
SMA 200: $96.47
Current: $125.83
EMA 12: $124.27
EMA 26: $121.32
MACD: 2.9552 | Signal: 0.0263
BULLISH
ADX (14): 33.76
TREND
+DI: 24.72
−DI: 17.24
Momentum Oscillators
RSI (14): 62.56
NEUTRAL
Stoch %K: 87.09
Stoch %D: 83.81
Williams %R: -25.78
Volume & Volatility
BB Upper: $128.44
BB Lower: $116.58
NEUTRAL
OBV: 5,813,867
Vol SMA 20: 889,969
Vol ROC: -35.03%
ATR: $3.38
True Range: $4.65
HV 20: 25.5%
HV 30: 26.0%
HV 60: 24.4%
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
8 of 8 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
2024-10-24 Pre-Market 8.60% 3.77% 0.44x Within
2025-01-08 Pre-Market 7.03% 3.75% 0.53x Within
2025-04-03 Pre-Market 9.31% 0.00% 0.00x Within
2025-07-01 Pre-Market 6.03% 4.54% 0.75x Within
2025-10-23 Pre-Market 8.21% 1.10% 0.13x Within
2026-01-07 Pre-Market 5.59% 5.05% 0.90x Within
2026-04-01 Pre-Market 7.99% 0.78% 0.10x Within
2026-07-01 Pre-Market 6.83% 4.28% 0.63x Within
Options Activity
IV Rank (30D)
8.69
IV Rank (7D)
8.69
Avg IV
44.7%
Straddle (30D)
$8.80
Straddle (7D)
$8.80
P/C Volume
1.04
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)
0.68
Correlation (SPY)
32.4%
R²
0.11
Ann. Volatility
26.5%
SPY Volatility
12.7%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 55,939,750 (as of 2026-05-30)

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.

423 filers45,686,617 shares$4.08B value81.67% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 5,432,644 $501.27M 12.27% 9.71% 2026-03-31
2 VANGUARD GROUP INC Custodian 4,218,760 $354.80M 8.69% 7.54% 2025-12-31
3 AMERICAN CENTURY COMPANIES INC 2,612,963 $241.10M 5.90% 4.67% 2026-03-31
4 FULLER & THALER ASSET MANAGEMENT, INC. 1,785,596 $164.76M 4.03% 3.19% 2026-03-31
5 FIRST TRUST ADVISORS LP 1,773,133 $163.61M 4.01% 3.17% 2026-03-31
6 Boston Partners 1,660,501 $153.21M 3.75% 2.97% 2026-03-31
7 STATE STREET CORP 1,410,760 $130.17M 3.19% 2.52% 2026-03-31
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,393,062 $128.54M 3.15% 2.49% 2026-03-31
9 DIMENSIONAL FUND ADVISORS LP Custodian 1,357,419 $125.24M 3.07% 2.43% 2026-03-31
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,107,530 $102.21M 2.50% 1.98% 2026-03-31
11 Epoch Investment Partners, Inc. 976,631 $90.11M 2.21% 1.75% 2026-03-31
12 VICTORY CAPITAL MANAGEMENT INC 932,321 $86.03M 2.11% 1.67% 2026-03-31
13 MILLENNIUM MANAGEMENT LLC Custodian 728,602 $67.23M 1.65% 1.30% 2026-03-31
14 DEPRINCE RACE & ZOLLO INC 705,775 $65.12M 1.59% 1.26% 2026-03-31
15 MORGAN STANLEY Custodian 670,330 $56.37M 1.38% 1.20% 2025-12-31
16 Alberta Investment Management Corp 602,000 $55.55M 1.36% 1.08% 2026-03-31
17 NEW SOUTH CAPITAL MANAGEMENT INC 578,751 $53.40M 1.31% 1.03% 2026-03-31
18 MACKENZIE FINANCIAL CORP 563,100 $51.96M 1.27% 1.01% 2026-03-31
19 Point72 Asset Management, L.P. 531,418 $49.03M 1.20% 0.95% 2026-03-31
20 Bank of New York Mellon Corp Custodian 487,074 $44.94M 1.10% 0.87% 2026-03-31
21 Boston Trust Walden Corp 486,508 $44.89M 1.10% 0.87% 2026-03-31
22 Allianz Asset Management GmbH 471,976 $43.55M 1.07% 0.84% 2026-03-31
23 Quantinno Capital Management LP 461,835 $42.61M 1.04% 0.83% 2026-03-31
24 PZENA INVESTMENT MANAGEMENT LLC 444,610 $41.02M 1.00% 0.79% 2026-03-31
25 NORTHERN TRUST CORP Custodian 430,184 $39.69M 0.97% 0.77% 2026-03-31
5 filers$3.12M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $1.42M 45.49% 2026-03-31
2 IMC-Chicago, LLC Custodian $673.57K 21.56% 2026-03-31
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $562.85K 18.02% 2026-03-31
4 WOLVERINE TRADING, LLC Custodian $263.44K 8.43% 2025-09-30
5 JANE STREET GROUP, LLC Custodian $202.99K 6.50% 2026-03-31
8 filers$5.89M notional
# Filer Notional Value % of Total Period
1 SCOPUS ASSET MANAGEMENT, L.P. $2.77M 46.99% 2026-03-31
2 JANE STREET GROUP, LLC Custodian $719.71K 12.22% 2026-03-31
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $645.89K 10.96% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $479.80K 8.15% 2026-03-31
5 Total Wealth Planning & Management, Inc. $424.44K 7.21% 2026-03-31
6 IMC-Chicago, LLC Custodian $387.53K 6.58% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $354.28K 6.01% 2025-09-30
8 SIMPLEX TRADING, LLC Custodian $110.72K 1.88% 2026-03-31
Insider Activity
Latest: 2026-07-21
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
2026-07-21 Walter Siegel SVP, Gen Counsel & Corp Sec Grant (A) +2,013 RSU — EDGAR
2026-04-09 MITCHELL JACOBSON Director Gift (G) −14,972 — EDGAR
2026-02-05 STEVEN PALADINO Director Gift (G) — — EDGAR
2026-02-02 Rudina Seseri Director Sell (S) −1,800 $86.83 -$156.3K EDGAR
2026-01-27 STEVEN PALADINO Director Exer (M) +745 — EDGAR
2026-01-27 ERIK GERSHWIND Director Mixed −114,237 — EDGAR
2026-01-27 MITCHELL JACOBSON Director Grant (A) +1,603 RSU — EDGAR
2026-01-26 Rahquel Purcell Director Exer (M) +823 — EDGAR
2026-01-26 STEVEN PALADINO Director Exer (M) +823 — EDGAR
2026-01-26 Robert B Aarnes Director Exer (M) +823 — EDGAR
2026-01-26 Michael C Kaufmann Director Exer (M) +745 — EDGAR
2026-01-26 Robert B Aarnes Director Grant (A) +1,603 RSU — EDGAR
2026-01-26 Rudina Seseri Director Exer (M) +745 — EDGAR
2026-01-26 PHILIP PELLER Director Grant (A) +1,603 RSU — EDGAR
2026-01-26 LOUISE K GOESER Director Grant (A) +1,603 RSU — 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
41 insiders · @ $125.83
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 MITCHELL JACOBSON Director 5,206,807 $655.17M -$292.71M 114 2026-04-09
2 STEPHEN F JR MANDEL 10%+ Owner 4,823,117 $606.89M -$2.40M 5 2009-01-07
3 LONE PINE CAPITAL LLC 10%+ Owner 4,333,217 $545.25M -$83.73M 2 2009-01-15
4 ERIK GERSHWIND Chief Executive Officer 1,639,359 $206.28M -$66.71M 152 2026-01-27
5 Stacey L. Bennett 10%+ Owner 1,359,346 $171.05M $0 1 2023-10-05
6 MARJORIE GERSHWIND 10%+ Owner 901,326 $113.41M $0 1 2023-10-05
7 DAVID SANDLER Executive Vice Chairman 106,385 $13.39M -$55.90M 76 2016-09-20
8 CHARLES A JR BOEHLKE EXECUTIVE VP AND CFO 42,827 $5.39M -$14.18M 29 2011-01-18
9 Eileen McGuire EVP of Human Resources 39,268 $4.94M -$13.58M 44 2014-01-21
10 ROGER FRADIN Director 38,303 $4.82M -$1.92M 33 2020-01-31
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: 2026-02-02
Last 30d: 0 filings  ·  Last 90d: 0 filings

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.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-02-02 RUDINA SESERI Director 1,800 $156.3K 2026-02-02 Morgan Stanley Smith Barney LLC … — EDGAR
2025-07-10 KIMBERLY A SHACKLETT Officer 2,130 $193.2K 2025-07-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-07-09 KIMBERLY SHACKLETT Officer 2,129 $193.2K 2025-07-09 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-07-03 THE PHILIP R PELLER REVOCABLE TRUST Director 2,000 $180.0K 2025-07-03 Morgan Stanley Smith Barney LLC … — EDGAR
2025-07-03 GERSHWIND ERIK Director, Officer 2,000 $179.2K 2025-07-03 UBS Financial Services Inc — EDGAR
2024-11-13 THE PHILIP R PELLER REVOCABLE TRUST Director 900 $80.2K 2024-11-13 Morgan Stanley Smith Barney LLC … — EDGAR
2024-11-12 GERSHWIND ERIK Director, Officer 100,000 $8.91M 2024-11-11 UBS Financial Services Inc — EDGAR
2024-07-17 Shacklett Kimberly Officer 4,885 $413.3K 2024-07-17 Morgan Stanley Smith Barney LLC … — EDGAR
2024-01-31 JACOBSON MITCHELL Director, 10% Owner 25,000 $240.0K 2024-01-31 UBS Financial Services Inc — EDGAR
2024-01-22 JACOBSON MITCHELL Director, 10% Owner 250,000 $24.11M 2024-01-22 UBS Financial Services Inc — 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: 2026-04-15
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-15 0001003078-26-000064 EDGAR
2026-04-01 0001003078-26-000059 EDGAR
2026-03-19 0001003078-26-000055 EDGAR
2026-03-02 0001003078-26-000050 EDGAR
2026-01-21 0001003078-26-000017 EDGAR
2026-01-07 0001003078-26-000010 EDGAR
2026-01-05 0001003078-26-000006 EDGAR
2025-12-18 0001003078-25-000187 EDGAR
2025-12-12 0001003078-25-000181 EDGAR
2025-10-23 0001003078-25-000121 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-10-23 0001003078-25-000123 EDGAR
2024-10-24 0001003078-24-000107 EDGAR
2023-10-25 0001003078-23-000102 EDGAR
2022-10-20 0001003078-22-000127 EDGAR
2021-10-20 0001003078-21-000199 EDGAR
2020-10-27 0001003078-20-000283 EDGAR
2019-10-24 0001003078-19-000232 EDGAR
2018-10-30 0001003078-18-000281 EDGAR
2017-10-31 0001003078-17-000307 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-01 0001003078-26-000061 EDGAR
2026-01-07 0001003078-26-000012 EDGAR
2025-07-01 0001003078-25-000075 EDGAR
2025-04-03 0001003078-25-000047 EDGAR
2025-01-08 0001003078-25-000007 EDGAR
2024-07-02 0001003078-24-000076 EDGAR
2024-03-28 0001003078-24-000050 EDGAR
2024-01-09 0001003078-24-000008 EDGAR
2023-06-29 0001003078-23-000072 EDGAR
2023-04-04 0001003078-23-000050 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 Ratio30.3
P/B Ratio5.0
P/S Ratio1.8
EV/EBITDA17.0
TTM Revenue$3.9B
TTM Net Income$0.2B
TTM EPS$4.15
ROE16.3%
Dividend Yield2.72%
Debt/Equity0.36