NWPX NWPX Infrastructure, Inc. Common Stock

XNAS 106.76 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.

NWPX $106.76 —
Key stats
$106.76
52-Week Range
$49.25 – $152.03
YTD
+69.38%
IV Rank (30D)
39.16
Straddle Price
$12.80
P/C Vol Ratio
0.00
Market Cap
$1.0B
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)5.29%
Beta vs SPY0.93
Cost of Equity (CAPM)9.96% (VRP-adj)
WACC9.81%
Volatility Risk Premium+30.7pp (IV − HV30)
Effective Tax Rate22.7%
Rev. Growth (YoY, DCF input)+5.6%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.06 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)11.7%
Book / Price40.2% — banking bias active (P/B is primary)
Gross Margin (TTM)20.9%
FCF Margin (TTM)13.9%
Debt / Equity0.02
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+1.1% (reverse-DCF on current price)
SMA 50$111.53 (Market Anchor value)
SMA 20 / Bollinger Mid$103.49
Bollinger Width / SMA207.3% (drives anchor stability)
Net Debt$-0.0B
Market Cap$1B
Peers used for multiples: KNF, MLM, SKY, SSD, USLM, VMC (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
98%
20-Day Fair Value
≈ by Nov 3, 2026
$109.33
α +2.4% rank 62%
conviction
95%
40-Day Fair Value
≈ by Dec 2, 2026
$110.56
α +3.6% rank 73%
conviction
89%
60-Day Fair Value
≈ by Dec 31, 2026
$113.88
α +6.7% rank 69%
conviction
98%
MethodImplied PriceWeightDetail
DCF $136.81 19%
DDM (Gordon) n/a 0%
Peer P/E $116.47 6% median 22.2× · 6 peers
Peer EV/EBITDA $138.69 6% median 14.8× · 6 peers
Peer P/B $135.17 6% median 3.2× · 6 peers
Peer P/S $210.30 6% median 3.4× · 6 peers
Market Anchor (SMA50) $111.53 38% stability 100% (BB-width)
Options Expected (B-L 30d) $106.32 19% 20 strikes · skew +0.19
As of 2026-10-05 · updated
About
Industry (SIC)
STEEL PIPE & TUBES (3317)
Exchange
XNAS
Market Cap
$1.0B

NWPX Infrastructure Inc is a manufacturer of water-related infrastructure products, and operates in two segments, Water Transmission Systems (WTS), operating as the Northwest Pipe Company brand, and Precast Infrastructure and Engineered Systems (Precast), which includes the brands NWPX Geneva and NWPX Park. WTS manufactures large-diameter, high-pressure steel pipeline systems for use in water infrastructure applications, which are related to drinking water systems. Precast manufactures stormwater and wastewater technology products, high-quality precast and reinforced concrete products, includi…

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 +1.50% 6
Feb +3.79% 6
Mar -4.15% 6
Apr +2.20% 6
May +8.90% 6
Jun +3.76% 6
Jul +1.52% 6
Aug -0.37% 6
Sep -4.69% 6
Oct +2.36% 6
Nov +8.99% 5
Dec +0.21% 5
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: $103.44
SMA 50: $111.07
SMA 200: $98.45
Current: $106.73
EMA 12: $104.26
EMA 26: $106.05
MACD: -1.7895 | Signal: 1.0743
BEARISH
ADX (14): 30.31
TREND
+DI: 19.21
−DI: 22.04

Momentum Oscillators

RSI (14): 51.43
NEUTRAL
Stoch %K: 82.62
Stoch %D: 72.13
Williams %R: -14.82

Volume & Volatility

BB Upper: $107.17
BB Lower: $99.71
NEUTRAL
OBV: 1,144,016
Vol SMA 20: 128,229
Vol ROC: -72.26%
ATR: $3.34
True Range: $3.13
HV 20: 24.6%
HV 30: 23.9%
HV 60: 29.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-04T00:00:00 – 2026-10-02T00:00:00
AI Analysis

Click Frenzy-Pro™ for an AI analysis of this ticker.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Earnings History
6 of 8 under expected move
Avg Expected Move
10.40%
Avg Actual Move
4.80%
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
2024-10-30 After-Close 10.82% 0.14% 0.01x Within
2025-02-26 After-Close 8.43% 10.70% 1.27x Exceeded
2025-04-30 After-Close 13.75% 6.56% 0.48x Within
2025-08-07 Pre-Market 12.68% 1.69% 0.13x Within
2025-10-29 After-Close 10.19% 1.42% 0.14x Within
2026-02-25 Pre-Market 9.51% 0.55% 0.06x Within
2026-04-29 After-Close 7.53% 14.34% 1.90x Exceeded
2026-07-29 After-Close 10.31% 2.97% 0.29x Within

NWPX Options Activity & IV Rank

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

IV Rank (30D)
39.16
IV Rank (7D)
23.69
IV (30D ATM)
42.3%
Straddle (30D)
$12.80
Straddle (7D)
$6.65
P/C Volume
0.00
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)
1.25
Correlation (SPY)
40.4%
R²
0.16
Ann. Volatility
40.3%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time

NWPX Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 9,832,750 (as of 2026-06-30)

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.

235 filers9,266,035 shares$1.34B value94.24% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 902,793 $135.36M 10.12% 9.18% 2026-06-30
2 Dimensional Fund Advisors LP Custodian 635,262 $95.25M 7.12% 6.46% 2026-06-30
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 588,097 $88.18M 6.60% 5.98% 2026-06-30
4 Vanguard Capital Management LLC 411,242 $61.66M 4.61% 4.18% 2026-06-30
5 American Century Companies, Inc. 396,231 $59.41M 4.44% 4.03% 2026-06-30
6 Geode Capital Management, LLC Custodian 298,048 $44.70M 3.34% 3.03% 2026-06-30
7 ROYCE & ASSOCIATES LP 289,727 $43.44M 3.25% 2.95% 2026-06-30
8 Legal & General Group Plc Custodian 285,122 $42.75M 3.20% 2.90% 2026-06-30
9 DDD Partners, LLC 249,520 $37.41M 2.80% 2.54% 2026-06-30
10 State Street Corp 224,777 $33.70M 2.52% 2.29% 2026-06-30
11 Vanguard Group Inc Custodian 537,082 $33.56M 2.51% 5.46% 2025-12-31
12 LSV ASSET MANAGEMENT 178,238 $26.73M 2.00% 1.81% 2026-06-30
13 Morgan Stanley Custodian 173,949 $26.08M 1.95% 1.77% 2026-06-30
14 Invesco Ltd. Custodian 153,412 $23.00M 1.72% 1.56% 2026-06-30
15 Jane Street Group, LLC Custodian 152,714 $22.90M 1.71% 1.55% 2026-06-30
16 FIRST WILSHIRE SECURITIES MANAGEMENT INC 151,077 $22.65M 1.69% 1.54% 2026-06-30
17 HEARTLAND ADVISORS INC 140,000 $20.99M 1.57% 1.42% 2026-06-30
18 Vanguard Portfolio Management LLC 132,243 $19.83M 1.48% 1.34% 2026-06-30
19 BARROW HANLEY MEWHINNEY & STRAUSS LLC 111,107 $16.66M 1.25% 1.13% 2026-06-30
20 Two Sigma Investments, LP Custodian 109,006 $16.34M 1.22% 1.11% 2026-06-30
21 Hillsdale Investment Management Inc. 99,290 $14.89M 1.11% 1.01% 2026-06-30
22 Qube Research & Technologies Ltd 94,104 $14.11M 1.06% 0.96% 2026-06-30
23 Northern Trust Corp Custodian 93,630 $14.04M 1.05% 0.95% 2026-06-30
24 PANAGORA ASSET MANAGEMENT INC 93,391 $14.00M 1.05% 0.95% 2026-06-30
25 LAZARD ASSET MANAGEMENT LLC 86,325 $12.94M 0.97% 0.88% 2026-06-30
4 filers$15.70M notional
# Filer Notional Value % of Total Period
1 Caption Management, LLC $7.15M 45.56% 2026-06-30
2 Susquehanna International Group, LLP Custodian $4.03M 25.69% 2026-06-30
3 D. E. Shaw & Co., Inc. Custodian $3.00M 19.10% 2026-06-30
4 Citadel Advisors LLC Custodian $1.51M 9.65% 2026-06-30
3 filers$734.71K notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $359.86K 48.98% 2026-06-30
2 Susquehanna International Group, LLP Custodian $359.86K 48.98% 2026-06-30
3 Simplex Trading, LLC Custodian $14.99K 2.04% 2026-06-30

NWPX Insider Trading (Form 4)

Latest: 2026-10-02
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
2026-10-02 Eric Stokes SVP and Group President of WTS Sell (S) −12,353 $103.38 -$1.28M EDGAR
2026-09-30 Keith R Larson Director Sell (S) −1,000 $102.20 -$102.2K EDGAR
2026-09-23 Aaron Wilkins CFO Sell (S) −20 $101.93 -$2.0K EDGAR
2026-09-23 Keith R Larson Director Sell (S) −1,000 $102.31 -$102.3K EDGAR
2026-09-16 Richard A Roman Director Gift (G) −1,000 — EDGAR
2026-09-16 Keith R Larson Director Sell (S) −1,000 $101.12 -$101.1K EDGAR
2026-09-16 Aaron Wilkins CFO Sell (S) −1,950 $100.68 -$196.3K EDGAR
2026-09-11 Michael C Franson Director Mixed −3,600 $105.30 -$368.6K EDGAR
2026-09-10 Keith R Larson Director Sell (S) −1,000 $105.87 -$105.9K EDGAR
2026-09-10 Richard A Roman Director Sell (S) −4,000 $105.72 -$422.9K EDGAR
2026-09-10 Aaron Wilkins CFO Sell (S) −1,500 $106.52 -$159.8K EDGAR
2026-09-04 Keith R Larson Director Sell (S) −4 $110.78 -$443 EDGAR
2026-09-03 Keith R Larson Director Sell (S) −74 $110.26 -$8.2K EDGAR
2026-09-02 Keith R Larson Director Sell (S) −1,172 $110.04 -$129.0K EDGAR
2026-09-02 Scott J Montross President & CEO Sell (S) −1,227 $110.58 -$135.7K 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.

NWPX Insider Holdings

13 insiders · @ $106.73
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 Scott J Montross President & CEO 69,902 $7.46M -$2.98M 79 2026-09-02
2 Miles Brittain Executive Vice President 55,277 $5.90M -$1.16M 26 2026-04-02
3 Richard A Roman Director 29,340 $3.13M -$1.30M 29 2026-09-16
4 Eric Stokes SVP and Group President of WTS 25,274 $2.70M -$1.28M 21 2026-10-02
5 Michael Wray Executive Vice President 23,886 $2.55M -$499.2K 14 2026-08-28
6 Aaron Wilkins CFO 22,428 $2.39M -$1.22M 35 2026-09-23
7 John Paschal Director 17,098 $1.82M $0 8 2026-06-12
8 Michael C Franson Director 15,924 $1.70M -$967.3K 22 2026-09-11
9 Keith R Larson Director 14,633 $1.56M -$1.74M 45 2026-09-30
10 Amanda Julian Director 11,316 $1.21M -$250.0K 8 2026-06-12
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.

NWPX Proposed Insider Sales (Form 144)

Latest: 2026-10-01
Last 30d: 7 filings · $4.7M notice value  ·  Last 90d: 14 filings · $7.5M notice value · 7 unique filers · 93% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

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

Top 90-day filers: ERIC STOKES (1, $2.6M) · MONTROSS SCOTT J (1, $1.4M) · ROMAN RICHARD A (1, $1.3M) · LARSON KEITH R (8, $824K) · Wray Michael (1, $497K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-01 ERIC STOKES Officer 24,984 $2.57M 2026-10-01 J.P. Morgan Securities LLC 10b5-1 EDGAR
2026-09-28 LARSON KEITH R Director 1,000 $102.2K 2026-09-28 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-09-21 LARSON KEITH R Director 1,000 $102.3K 2026-09-21 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-09-14 LARSON KEITH R Director 1,000 $101.1K 2026-09-14 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-09-09 FRANSON MICHAEL C Director 4,000 $415.7K 2026-09-09 Charles Schwab & Co. Inc. — EDGAR
2026-09-08 LARSON KEITH R Director 1,000 $106.5K 2026-09-08 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-09-08 ROMAN RICHARD A Director 12,000 $1.27M 2026-09-08 THE CHARLES SCHWAB CORPORATION 10b5-1 EDGAR
2026-09-03 LARSON KEITH R Director 4 $443 2026-09-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-08-31 LARSON KEITH R Director 1,172 $129.0K 2026-08-31 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-08-26 Wray Michael Officer 4,500 $496.6K 2026-08-26 THE CHARLES SCHWAB CORPORATION 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
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 Ratio21.4
P/B Ratio2.4
P/S Ratio1.8
EV/EBITDA11.6
TTM Revenue$0.6B
TTM Net Income$0.0B
TTM EPS$4.98
ROE11.7%
Debt/Equity0.02