NVEE NV5 Global, Inc. Common Stock

XNAS 22.56 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

NVEE $22.56 —
Key stats
$22.56
IV Rank (30D)
20.2
Straddle Price
$3.15
P/C Vol Ratio
1.29
Market Cap
$1.5B
About
Industry (SIC)
SERVICES-MISCELLANEOUS BUSINESS SERVICES (7380) · industry map
Exchange
XNAS
Market Cap
$1.5B
Employees
5,024
List Date
2013-03-27
CIK
0001532961
Headquarters
Hollywood, FL
Homepage
https://www.nv5.com

NV5 Global Inc is a provider of technology, conformity assessment, and consulting solutions to public and private sector clients in the infrastructure, utility services, construction, real estate, environmental, and geospatial markets, operating nationwide and abroad. The Company's clients include the U.S. Federal, state and local governments, and the private sector. It also serve quasi-public and private sector clients from the education, healthcare, utility services, and public utilities, including schools, universities, hospitals, health care providers, and insurance providers. The operatin…

Summary
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composite
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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
Insufficient price history — listed 4962 days ago. Seasonality patterns need at least one full year of data.
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: $22.95
SMA 50: $22.72
SMA 200: $20.33
Current: $22.56
EMA 12: $22.73
EMA 26: $22.75
MACD: -0.0134 | Signal: -0.1179
BULLISH
ADX (14): 24.57
WEAK TREND
+DI: 16.55
−DI: 28.88

Momentum Oscillators

RSI (14): 46.59
NEUTRAL
Stoch %K: 46.45
Stoch %D: 37.48
Williams %R: -50.00

Volume & Volatility

BB Upper: $23.60
BB Lower: $22.29
NEUTRAL
OBV: 12,563,058
Vol SMA 20: 1,177,641
Vol ROC: 387.87%
ATR: $0.45
True Range: $0.70
HV 20: 17.6%
HV 30: 15.9%
HV 60: 38.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2023-08-04T00:00:00 – 2025-08-01T00:00:00
AI Analysis

LLM Stock Analysis Report: NVEE

Executive Summary

BULLISH (Confidence Level: 6/10)

Key Drivers:

  • Technical momentum signals align, indicating a potential uptrend
  • Recent options activity suggests low volatility and bullish sentiment
  • Beta analysis shows moderate risk relative to the market

Primary Risks:

  • Volatility regime shifts towards higher volatility
  • Earnings surprise could lead to price movements outside the expected range

Investment Thesis: NVEE is poised for a short-term uptrend, driven by technical momentum signals and low options volatility. However, the company's earnings surprise potential and beta analysis suggest a moderate risk profile.

Recent News Sentiment Impact: No recent news headlines available, which reduces the impact on sentiment analysis.

Technical Analysis

Trend Direction:

  • Short-term: Uptrend (1-4 weeks)
  • Medium-term: Uptrend (1-3 months)
  • Long-term: Neutral (3-12 months)

Support/Resistance Levels:

  • Key price levels:
    • SMA 20: $22.95
    • Bollinger Bands Upper: $23.60

Momentum Signals:

  • RSI interpretation: Neutral (46.59)
  • MACD signal: Bullish
  • Bollinger Bands position: Neutral

Volume Analysis:

  • Volume trends: Increasing volume suggests growing institutional interest
  • Institutional interest signals: High put/call ratios and open interest in calls

News & Sentiment Analysis

Recent Headlines Summary: No recent news headlines available.

Sentiment Assessment: Neutral sentiment due to lack of recent news.

Catalyst Identification: Upcoming earnings release on 2025-11-05 could impact price movements.

Market Narrative: Technical momentum signals align, indicating a potential uptrend. However, the absence of recent news headlines reduces the market narrative's impact.

Risk & Volatility Assessment

Beta Interpretation: Moderate risk relative to the market (beta = 0.91).

Volatility Regime: Low volatility regime is currently in place.

Options Market Signals:

  • IV rank: Low (0.2%)
  • Put/call ratios: Bullish
  • Unusual activity: None

Downside Protection: Support levels: SMA 20 ($22.95), Bollinger Bands Lower ($22.29)

Market Context & Positioning

Sector Performance: NVEE's sector is performing relatively well.

Institutional Activity: Increasing volume suggests growing institutional interest.

Correlation Analysis: Stock moves moderately correlated with the market (R-squared = 0.47).

Relative Valuation: Position within trading range: Neutral

Key Levels & Action Items

  • Critical price levels:
    • SMA 20: $22.95
    • Bollinger Bands Upper: $23.60
  • Breakout/Breakdown Levels:
    • SMA 50: $22.72
    • EMA 12: $22.73
  • Time-Sensitive Catalysts: Upcoming earnings release on 2025-11-05.
  • Risk Management: Monitor volume and sentiment signals to adjust position size.

This comprehensive analysis provides an in-depth evaluation of NVEE's technical, fundamental, and risk profiles. The report highlights the stock's potential for a short-term uptrend, driven by technical momentum signals and low options volatility. However, it also notes the company's earnings surprise potential and beta analysis suggest a moderate risk profile.

Generated
Earnings History
13 of 13 under expected move
Avg Expected Move
15.56%
Avg Actual Move
3.40%
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
2021-03-02 After-Close 14.92% 2.43% 0.16x Within
2021-05-12 After-Close 30.01% 4.42% 0.15x Within
2021-08-10 After-Close 44.34% 5.78% 0.13x Within
2021-11-09 After-Close 19.82% 2.66% 0.13x Within
2022-05-05 After-Close 22.67% 1.24% 0.05x Within
2023-05-04 After-Close 8.13% 5.45% 0.67x Within
2023-08-09 After-Close 6.46% 1.05% 0.16x Within
2023-11-02 After-Close 6.47% 1.31% 0.20x Within
2024-02-22 After-Close 8.29% 6.14% 0.74x Within
2024-05-08 After-Close 6.30% 2.29% 0.36x Within
2024-08-07 After-Close 7.07% 2.57% 0.36x Within
2024-11-07 After-Close 14.05% 7.60% 0.54x Within
2025-05-01 After-Close 13.70% 1.25% 0.09x Within

Earnings calendar: this week’s reports with expected vs actual moves →

NVEE Options Activity & IV Rank

NVEE IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 48.1%
7-DTE IV: 55.3%
Expected Move: $3.15
7-DTE Move: $3.15
Days to Exp: 14 (2025-08-15)

Options Flow

Call Volume: 14
Put Volume: 18
P/C Volume: 1.286
NEUTRAL
Call OI: 129
Put OI: 80
P/C OI: 0.62
Total OI: 209

ATM Options Pricing

ATM Call: $2.50
ATM Put: $0.65
Call %: 11.1%
Put %: 2.9%

Chain Summary

Chain Volume: 74
Chain OI: 351
Last Updated: 8/1/2025
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.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 50th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
50%
vs own history
GEX tilt
-0.02
OI-weighted, today
Vanna tilt
+0.31
δ-sensitivity to IV
Charm tilt
+0.90
δ-decay vs time
Vanna tilt +0.31: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.90: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 6 ATM contracts, 0k total OI
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
as of Aug 1 · ATM 28.1% / Wing —
30 DTE / 10d —
— pts EXTREME
as of Aug 1 · No data

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)13.9LowAug 1
IV Rank (30 DTE)20.2LowAug 1
Straddle Price (30 DTE)$3.15Aug 1
Beta Analysis
Insufficient price history — listed 4962 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.

NVEE Institutional Ownership (13F)

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.

# Filer Shares Value % of Total % of Float Period
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

NVEE Insider Trading (Form 4)

Latest: 2025-06-04
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
2025-06-04 Brian C. Freckmann Director Award (A) +3,104 — EDGAR
2025-06-04 Tardan Francois Director Award (A) +3,104 — EDGAR
2025-06-04 Richard Tong Exec VP and General Counsel Award (A) +2,800 — EDGAR
2025-06-04 Alexander A. Hockman CEO Infrastructure Award (A) +22,472 — EDGAR
2025-03-12 Alexander A. Hockman CEO Infrastructure Award (A) +20,000 — EDGAR
2025-03-12 MaryJo O'Brien Ex VP, Chief Admin & Secretary Award (A) +10,000 — EDGAR
2025-03-12 Edward H Codispoti CFO Award (A) +25,000 — EDGAR
2025-03-12 Benjamin Heraud CEO Award (A) +101,000 — EDGAR
2025-03-12 Dickerson Wright Executive Chairman Award (A) +50,000 — EDGAR
2025-03-12 Richard Tong Exec VP and General Counsel Award (A) +8,000 — EDGAR
2025-03-06 Edward H Codispoti CFO Tax (F) −3,562 $17.39 -$61.9K EDGAR
2025-03-06 Benjamin Heraud CEO Tax (F) −4,098 $17.39 -$71.3K EDGAR
2025-03-06 Richard Tong Exec VP and General Counsel Tax (F) −2,966 $17.39 -$51.6K EDGAR
2025-03-06 MaryJo O'Brien Ex VP, Chief Admin & Secretary Tax (F) −4,239 $17.39 -$73.7K EDGAR
2025-03-06 Edward H Codispoti CFO Tax (F) −3,562 $17.39 -$61.9K 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.

NVEE Insider Holdings

8 insiders · @ $22.56
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 Dickerson Wright Executive Chairman 2,058,496 $46.44M -$60.00M 43 2025-03-12
2 Alexander A. Hockman CEO Infrastructure 365,084 $8.24M -$19.45M 39 2025-06-04
3 Mary Jo O'Brien Ex VP, Chief Admin & Secretary 263,621 $5.95M -$3.14M 31 2025-03-12
4 Benjamin Heraud CEO 171,154 $3.86M -$113.4K 5 2025-03-12
5 Edward H Codispoti CFO 89,154 $2.01M -$69.5K 13 2025-03-12
6 Richard Tong Exec VP and General Counsel 53,418 $1.21M -$6.20M 41 2025-06-04
7 Brian C. Freckmann Director 34,240 $772.5K $0 4 2025-06-04
8 Tardan Francois Director 29,704 $670.1K -$1.19M 26 2025-06-04
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.

NVEE Board & Officers

As of SEC filings through Aug 6, 2025
The company's insiders have not filed since Aug 6, 2025; this reflects that date.

Directors 3

Officers 1

Changes in the last 10 years (29)
Aug 6, 2025William D Pruitt reported in an SEC filing no longer being a director
Aug 6, 2025Tardan Francois reported in an SEC filing no longer being a director
Aug 6, 2025Richard Tong reported in an SEC filing no longer being a director
Aug 6, 2025Richard Tong reported in an SEC filing no longer being Exec VP and General Counsel
Aug 6, 2025MaryJo O'Brien reported in an SEC filing no longer being a director
Aug 6, 2025MaryJo O'Brien reported in an SEC filing no longer being Ex VP, Chief Admin & Secretary
Aug 6, 2025Edward H Codispoti reported in an SEC filing no longer being CFO
Aug 6, 2025Dickerson Wright reported in an SEC filing no longer being a director
Aug 6, 2025Dickerson Wright reported in an SEC filing no longer being a 10% owner
Aug 6, 2025Dickerson Wright reported in an SEC filing no longer being Executive Chairman
Aug 6, 2025Denise Dickins reported in an SEC filing no longer being a director
Aug 6, 2025Brian C. Freckmann reported in an SEC filing no longer being a director
Aug 6, 2025Benjamin Heraud reported in an SEC filing no longer being Co-CEO
Aug 6, 2025Alexander A. Hockman reported in an SEC filing no longer being CEO Infrastructure
Mar 12, 2025Alexander A. Hockman listed as CEO Infrastructure (previously Co-CEO) in SEC filings
Jul 3, 2024Richard Tong first listed as a director in an SEC filing
Jul 3, 2024MaryJo O'Brien first listed as a director in an SEC filing
Jul 3, 2024Dickerson Wright listed as Executive Chairman (previously Chairman and CEO) in SEC filings
Jul 3, 2024Alexander A. Hockman no longer listed as a director in SEC filings
Apr 3, 2024Donald C Alford reported in an SEC filing no longer being Executive VP
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

NVEE Proposed Insider Sales (Form 144)

Latest: 2024-12-11
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. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2024-12-11 Tong Richard Officer 25,000 $523.0K 2024-12-11 Fidelity Brokerage Services LLC — EDGAR
2024-08-23 Francois Tardan Director 1,661 $161.5K 2024-08-20 UBS — EDGAR
2024-06-13 Codispoti Edward H Officer 2,270 $207.6K 2024-06-13 Charles Schwab Corp. — EDGAR
2024-05-22 Tong Richard Officer 3,119 $296.3K 2024-05-22 Fidelity Brokerage Services LLC — EDGAR
2024-05-14 Pruitt William D Director 3,000 $288.8K 2024-05-14 Charles Schwab Corp. — EDGAR
2024-03-07 ALFORD DONALD C Officer 6,000 $606.0K 2024-03-07 Charles Schwab Corporation — EDGAR
2023-12-27 MARYJO E OBRIEN Officer 5,000 $575.0K 2023-12-27 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2023-11-13 ALFORD DONALD C affiliate 5,000 $460.9K 2023-11-13 Charles Schwab & Co., Inc. — EDGAR
2023-11-08 Pruitt William D Director 3,000 $277.1K 2023-11-08 Charles Schwab Corporation — EDGAR
2023-11-07 Tong Richard Officer 3,169 $297.2K 2023-11-07 Fidelity Brokerage Services LLC — 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. Market-wide feed: Planned sales (Form 144).
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.

Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
1.46M
SI % of Float
2.18%
Days to Cover
1.26
Short Vol Ratio
29.1%
Free Float
—
Float %
—
Short interest 2025-07-31 • Short volume 2025-08-01