Norfolk Southern Corp.(NSC)
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.
NSC
$347.63
—
Snapshot
$347.63
After hours
$348.55
+0.00%
- 52-Week Range
- $268.23 – $358.60
- YTD
- +20.78%
- IV Rank (30D)
- 28.52
- Straddle Price
- $18.45
- P/C Vol Ratio
- 0.79
- Market Cap
- $74.3B
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 SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 9.06% |
| Volatility Risk Premium | +24.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.5% |
| Rev. Growth (YoY, DCF input) | -3.6% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $1.6B |
| Return on Equity (TTM) | 16.9% |
| Book / Price | 21.2% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 13.3% |
| Debt / Equity | 1.04 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +24.5% (reverse-DCF on current price) |
| SMA 50 | $316.00 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $323.70 |
| Bollinger Width / SMA20 | 3.4% (drives anchor stability) |
| Net Debt | $15.2B |
| Market Cap | $74B |
Peers used for multiples: CHRW, CSX, EXPD, FDX, ODFL, UNP, UPS, XPO
Model Conviction
11%
20-Day Fair Value
≈ by Aug 21, 2026
$364.47
α +4.6%
rank 6%
40-Day Fair Value
≈ by Sep 21, 2026
$348.34
α -0.1%
rank 0%
60-Day Fair Value
≈ by Oct 20, 2026
$353.13
α +1.3%
rank 0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $10.92 | 17% | |
| DDM (Gordon) | $47.49 | 13% | |
| Peer P/E | $346.13 | 7% | median 29.2× · 8 peers |
| Peer EV/EBITDA | $381.48 | 7% | median 18.1× · 8 peers |
| Peer P/B | $673.45 | 1% | median 9.6× · 8 peers |
| Peer P/S | $138.88 | 5% | median 2.6× · 8 peers |
| Market Anchor (SMA50) | $316.00 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $316.59 | 16% | 19 strikes · skew +1.50 |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- RAILROADS, LINE-HAUL OPERATING (4011)
- Exchange
- XNYS
- Market Cap
- $74.3B
Class I railroad Norfolk Southern operates in the Eastern United States. On more than 20,000 miles of track, the rail hauls shipments of coal, intermodal traffic, and a diverse mix of automotive, agricultural, metal, chemical, and forest products.
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 | -0.50% | 23 |
| Feb | -0.35% | 23 |
| Mar | +0.91% | 23 |
| Apr | +3.75% | 23 |
| May | +0.55% | 23 |
| Jun | -0.52% | 23 |
| Jul | +4.46% | 23 |
| Aug | -0.75% | 22 |
| Sep | +0.25% | 23 |
| Oct | +3.89% | 23 |
| Nov | +3.90% | 23 |
| Dec | -0.14% | 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: $325.87
SMA 50: $316.72
SMA 200: $300.61
Current: $347.19
EMA 12: $331.93
EMA 26: $324.91
MACD: 7.0147 | Signal: 1.3923
BULLISH
ADX (14): 23.60
WEAK TREND
+DI: 42.52
−DI: 13.89
Momentum Oscillators
RSI (14): 71.44
OVERBOUGHT
Stoch %K: 63.71
Stoch %D: 68.16
Williams %R: -26.89
Volume & Volatility
BB Upper: $344.20
BB Lower: $307.55
OVERBOUGHT
OBV: 50,296,549
Vol SMA 20: 973,463
Vol ROC: 191.84%
ATR: $7.53
True Range: $27.66
HV 20: 24.1%
HV 30: 24.0%
HV 60: 24.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-24T00:00:00 – 2026-07-22T00:00:00
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
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-25 | After-Close | 6.89% | 3.87% | 0.56x | Within |
| 2024-10-22 | Pre-Market | 4.35% | 4.94% | 1.14x | Exceeded |
| 2025-01-29 | Pre-Market | 4.36% | 1.75% | 0.40x | Within |
| 2025-04-23 | After-Close | 2.19% | 2.13% | 0.97x | Within |
| 2025-07-29 | Pre-Market | 4.50% | 3.29% | 0.73x | Within |
| 2025-10-23 | After-Close | 2.20% | 1.17% | 0.53x | Within |
| 2026-01-29 | Pre-Market | 2.01% | 1.71% | 0.85x | Within |
| 2026-04-24 | Pre-Market | 5.02% | 0.54% | 0.11x | Within |
Options Activity
- IV Rank (30D)
- 28.52
- IV Rank (7D)
- 28.52
- Avg IV
- 52.4%
- Straddle (30D)
- $18.45
- Straddle (7D)
- $18.45
- P/C Volume
- 0.79
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
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—
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)
- 0.29
- Correlation (SPY)
- 18.0%
- R²
- 0.03
- Ann. Volatility
- 20.6%
- SPY Volatility
- 12.7%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 225,050,000 (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.
25 filers$176.21M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $71.06M | 40.33% | 2026-03-31 |
| 2 | UBS Group AG Custodian | $32.69M | 18.55% | 2026-03-31 |
| 3 | GROUP ONE TRADING LLC Custodian | $20.41M | 11.58% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $12.66M | 7.18% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $7.28M | 4.13% | 2025-09-30 |
| 6 | Allianz Asset Management GmbH | $5.97M | 3.39% | 2026-03-31 |
| 7 | GOLDMAN SACHS GROUP INC Custodian | $3.39M | 1.92% | 2026-03-31 |
| 8 | Cubist Systematic Strategies, LLC | $3.18M | 1.81% | 2025-09-30 |
| 9 | DAVENPORT & Co LLC | $3.18M | 1.80% | 2026-06-30 |
| 10 | Walleye Trading LLC | $2.64M | 1.50% | 2026-03-31 |
| 11 | JANE STREET GROUP, LLC Custodian | $2.27M | 1.29% | 2026-03-31 |
| 12 | NOMURA HOLDINGS INC | $2.15M | 1.22% | 2026-03-31 |
| 13 | IMC-Chicago, LLC Custodian | $1.58M | 0.90% | 2026-03-31 |
| 14 | CITIGROUP INC Custodian | $1.46M | 0.83% | 2026-03-31 |
| 15 | Shay Capital LLC | $1.44M | 0.81% | 2026-03-31 |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $774.90K | 0.44% | 2026-03-31 |
| 17 | READYSTATE ASSET MANAGEMENT LP | $746.20K | 0.42% | 2026-03-31 |
| 18 | MILLENNIUM MANAGEMENT LLC Custodian | $717.50K | 0.41% | 2026-03-31 |
| 19 | CAPSTONE INVESTMENT ADVISORS, LLC | $602.70K | 0.34% | 2026-03-31 |
| 20 | Squarepoint Ops LLC | $545.30K | 0.31% | 2026-03-31 |
| 21 | SIMPLEX TRADING, LLC Custodian | $516.60K | 0.29% | 2026-03-31 |
| 22 | BANK OF MONTREAL /CAN/ Custodian | $487.90K | 0.28% | 2026-03-31 |
| 23 | Verition Fund Management LLC | $315.70K | 0.18% | 2026-03-31 |
| 24 | Point72 (DIFC) Ltd | $120.16K | 0.07% | 2025-09-30 |
| 25 | Ancora Advisors LLC | $36.00K | 0.02% | 2026-03-31 |
29 filers$232.72M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $53.50M | 22.99% | 2026-03-31 |
| 2 | UBS Group AG Custodian | $51.40M | 22.09% | 2026-03-31 |
| 3 | Pentwater Capital Management LP | $29.65M | 12.74% | 2026-03-31 |
| 4 | GROUP ONE TRADING LLC Custodian | $25.43M | 10.93% | 2026-03-31 |
| 5 | CITIGROUP INC Custodian | $12.51M | 5.38% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $10.88M | 4.67% | 2025-09-30 |
| 7 | Allianz Asset Management GmbH | $8.95M | 3.85% | 2026-03-31 |
| 8 | HSBC HOLDINGS PLC Custodian | $6.61M | 2.84% | 2026-03-31 |
| 9 | CITADEL ADVISORS LLC Custodian | $4.85M | 2.08% | 2026-03-31 |
| 10 | LOGAN CAPITAL MANAGEMENT INC | $4.40M | 1.89% | 2026-03-31 |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $4.39M | 1.89% | 2026-03-31 |
| 12 | Greenland Capital Management LP | $3.16M | 1.36% | 2026-03-31 |
| 13 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.90M | 1.25% | 2026-03-31 |
| 14 | NOMURA HOLDINGS INC | $2.15M | 0.92% | 2026-03-31 |
| 15 | JANE STREET GROUP, LLC Custodian | $2.04M | 0.88% | 2026-03-31 |
| 16 | Ancora Advisors LLC | $1.46M | 0.63% | 2026-03-31 |
| 17 | IMC-Chicago, LLC Custodian | $1.35M | 0.58% | 2026-03-31 |
| 18 | Point72 Asset Management, L.P. | $1.15M | 0.49% | 2026-03-31 |
| 19 | Cubist Systematic Strategies, LLC | $991.35K | 0.43% | 2025-09-30 |
| 20 | READYSTATE ASSET MANAGEMENT LP | $746.20K | 0.32% | 2026-03-31 |
| 21 | Verition Fund Management LLC | $746.20K | 0.32% | 2026-03-31 |
| 22 | MILLENNIUM MANAGEMENT LLC Custodian | $717.50K | 0.31% | 2026-03-31 |
| 23 | SIMPLEX TRADING, LLC Custodian | $660.10K | 0.28% | 2026-03-31 |
| 24 | JPMORGAN CHASE & CO Custodian | $592.89K | 0.25% | 2026-03-31 |
| 25 | Walleye Trading LLC | $574.00K | 0.25% | 2026-03-31 |
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 | John C Jr Huffard | Director | Grant (A) | +168 RSU | — | EDGAR | |
| 2026-07-01 | RICHARD H ANDERSON | Director | Grant (A) | +251 RSU | — | EDGAR | |
| 2026-05-22 | RICHARD H ANDERSON | Director | Grant (A) | +16 RSU | — | EDGAR | |
| 2026-05-22 | William Jr. Clyburn | Director | Grant (A) | +7 RSU | — | EDGAR | |
| 2026-05-22 | Phillip S Davidson | Director | Grant (A) | +10 RSU | — | EDGAR | |
| 2026-05-22 | Francesca A. DeBiase | Director | Grant (A) | +9 RSU | — | EDGAR | |
| 2026-05-22 | Marcela E Donadio | Director | Grant (A) | +37 RSU | — | EDGAR | |
| 2026-05-22 | Sameh Fahmy | Director | Grant (A) | +7 RSU | — | EDGAR | |
| 2026-05-22 | Mary Kathryn Heitkamp | Director | Grant (A) | +7 RSU | — | EDGAR | |
| 2026-05-22 | Christopher T Jones | Director | Grant (A) | +22 RSU | — | EDGAR | |
| 2026-05-22 | GILBERT H LAMPHERE | Director | Grant (A) | +2 RSU | — | EDGAR | |
| 2026-05-22 | Lori Ryerkerk | Director | Grant (A) | +3 RSU | — | EDGAR | |
| 2026-05-22 | John C Jr Huffard | Director | Grant (A) | +35 RSU | — | EDGAR | |
| 2026-04-28 | John F Orr | EVP & Chief Operating Officer | Mixed | +5,072 | $320.81 | -$1.04M | EDGAR |
| 2026-04-02 | RICHARD H ANDERSON | Director | Grant (A) | +233 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
60 insiders · @ $347.19
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 | CHARLES W MOORMAN | Chairman & CEO | 347,374 | $120.60M | -$35.97M | 41 | 2015-03-09 |
| 2 | STEPHEN C TOBIAS | Vice Chmn. and C.O.O. | 282,585 | $98.11M | -$17.69M | 10 | 2009-02-02 |
| 3 | HENRY C WOLF | Vice Chrmn. & C.F.O. | 247,611 | $85.97M | $0 | 7 | 2007-07-02 |
| 4 | DONALD W SEALE | Exec. V.P. and CMO | 209,364 | $72.69M | -$19.68M | 38 | 2015-02-02 |
| 5 | JOHN P RATHBONE | EVP Finance and CFO | 200,833 | $69.73M | -$22.89M | 31 | 2013-10-28 |
| 6 | JAMES A HIXON | Exec. VP-Law & Corp. Relations | 167,813 | $58.26M | -$30.72M | 70 | 2017-02-03 |
| 7 | KATHRYN B. McQUADE | Exec. V.P.-Planning & CIO | 101,166 | $35.12M | -$3.27M | 13 | 2007-05-07 |
| 8 | Alan H. Shaw | President & CEO | 70,324 | $24.42M | -$17.57M | 45 | 2024-10-01 |
| 9 | James A Squires | Director | 62,759 | $21.79M | -$111.80M | 95 | 2023-02-23 |
| 10 | Mark D Manion | Exec. Vice President & COO | 44,432 | $15.43M | -$19.09M | 50 | 2016-02-01 |
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: 2025-11-19
? Form 144 Guide
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 |
|---|---|---|---|---|---|---|---|---|
| 2025-11-19 | Anil Bhatt | Officer | 900 | $253.4K | 2025-11-19 | Merrill Lynch | — | EDGAR |
| 2024-09-13 | Shaw Alan H. | Former Officer | 51,325 | $13.14M | 2024-09-13 | Merrill Lynch | — | EDGAR |
| 2024-07-29 | Nag Nabanita C | Officer | 355 | $88.5K | 2024-07-29 | Merrill Lynch | — | EDGAR |
| 2024-06-20 | Steven F. Leer | Director | 24,000 | $5.30M | 2024-06-20 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2024-06-20 | JENNIFER SCANLON | 144 Filer only | 5,055 | $1.13M | 2024-06-20 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-06-18 | LEER STEVEN F | Director | 6,500 | $1.44M | 2024-06-25 | Merrill Lynch | — | EDGAR |
| 2024-05-29 | Amy E Miles | Chair of the Board through 5/15/2024 | 16,974 | $3.74M | 2024-05-29 | UBS Financial Services Inc | — | EDGAR |
| 2024-05-20 | BELL THOMAS D JR | Former Director | 2,920 | $674.8K | 2024-05-20 | Merrill Lynch | — | EDGAR |
| 2024-05-10 | Elkins Claude E | Officer | 3,077 | $700.5K | 2024-05-10 | Harvest Wealth | — | EDGAR |
| 2024-04-30 | Adams Ann A | Officer | 4,487 | $1.08M | 2024-04-26 | Merrill Lynch, Pierce, Fenner & … | — | 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: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0001193125-26-250020 | EDGAR |
| 2026-05-08 | 0001193125-26-214920 | EDGAR |
| 2026-04-24 | 0001193125-26-175084 | EDGAR |
| 2026-04-02 | 0001193125-26-140350 | EDGAR |
| 2026-01-29 | 0001193125-26-028244 | EDGAR |
| 2025-12-19 | 0001193125-25-327039 | EDGAR |
| 2025-11-17 | 0001193125-25-283950 | EDGAR |
| 2025-11-06 | 0001193125-25-270037 | EDGAR |
| 2025-10-23 | 0001193125-25-248775 | EDGAR |
| 2025-09-29 | 0001193125-25-223388 | 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 |
|---|---|---|
| 2026-04-24 | 0001628280-26-027051 | EDGAR |
| 2025-10-23 | 0001628280-25-046128 | EDGAR |
| 2025-07-29 | 0000702165-25-000028 | EDGAR |
| 2025-04-23 | 0000702165-25-000013 | EDGAR |
| 2024-10-22 | 0000702165-24-000035 | EDGAR |
| 2024-07-26 | 0000702165-24-000028 | EDGAR |
| 2024-04-24 | 0000702165-24-000009 | EDGAR |
| 2023-10-25 | 0000702165-23-000037 | EDGAR |
| 2023-07-27 | 0000702165-23-000032 | EDGAR |
| 2023-04-26 | 0000702165-23-000017 | 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 | 29.3 |
| P/B Ratio | 4.7 |
| P/S Ratio | 6.1 |
| EV/EBITDA | 16.2 |
| TTM Revenue | $12.2B |
| TTM Net Income | $2.7B |
| TTM EPS | $11.87 |
| ROE | 16.9% |
| Dividend Yield | 1.63% |
| Debt/Equity | 1.08 |