OceanFirst Financial Corp(OCFC)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
OCFC iron condor setups
OCFC expected move
OCFC IV rank history
OCFC Fibonacci levels
OCFC 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.
OCFC
$17.20
—
Snapshot
$17.20
- 52-Week Range
- $16.76 – $20.61
- YTD
- -3.56%
- IV Rank (30D)
- 26.23
- Straddle Price
- $2.80
- P/C Vol Ratio
- 0.00
- Market Cap
- $1.6B
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) | 4.96% |
| Beta vs SPY | 0.88 |
| Cost of Equity (CAPM) | 9.35% (VRP-adj) |
| WACC | 9.35% |
| Volatility Risk Premium | +152.6pp (IV − HV30) |
| Effective Tax Rate | 23.3% |
| Rev. Growth (YoY, DCF input) | +5.1% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 2.0% |
| Book / Price | 172.7% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.50 (target ROE vs peer median) |
| Gross Margin (TTM) | 58.8% |
| FCF Margin (TTM) | 16.2% |
| Debt / Equity | 0.00 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | -8.8% (reverse-DCF on current price) |
| SMA 50 | $19.07 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $18.42 |
| Bollinger Width / SMA20 | 83.9% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $1B |
Peers used for multiples: CBSH, EBC, FFBC, FFIN, HWC, INDB, UBSI, WTFC
Model Conviction
85%
20-Day Fair Value
≈ by Oct 26, 2026
$17.91
α +4.1%
rank 80%
40-Day Fair Value
≈ by Nov 24, 2026
$19.69
α +14.4%
rank 83%
60-Day Fair Value
≈ by Dec 23, 2026
$19.76
α +14.8%
rank 78%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $37.09 | 37% | |
| DDM (Gordon) | $19.33 | 30% | |
| Peer P/E | $8.12 | 11% | median 13.2× · 8 peers |
| Peer EV/EBITDA | n/a | 0% | median 11.2× · 8 peers |
| Peer P/B | $35.39 | 17% | median 1.2× · 8 peers |
| Peer P/S | $19.78 | 6% | median 3.1× · 8 peers |
| Market Anchor (SMA50) | $19.07 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $17.56 | 0% | 6 strikes · skew -1.72 |
As of 2026-09-25 · updated
Info
- Industry (SIC)
- NATIONAL COMMERCIAL BANKS (6021)
- Exchange
- XNAS
- Market Cap
- $1.6B
OceanFirst Financial Corp is engaged in the banking sector of the United States. It conducts the business of attracting retail and business deposits and investing them in loans, consisting of single-family, owner-occupied residential mortgage loans and commercial real estate loans. The company's sole segment deals with the delivery of loan and deposit products to customers. The bank's revenues are derived principally from interest on its loans, and to a lesser extent, interest on its investment and mortgage-backed securities. The rest of its income is dependent on bank card services and wealth…
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 | +1.34% | 6 |
| Feb | -0.25% | 6 |
| Mar | -4.38% | 6 |
| Apr | -2.41% | 6 |
| May | -0.59% | 6 |
| Jun | +3.31% | 6 |
| Jul | +5.45% | 6 |
| Aug | -1.81% | 6 |
| Sep | -4.52% | 6 |
| Oct | +3.27% | 5 |
| Nov | +4.76% | 5 |
| Dec | -0.36% | 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: $18.33
SMA 50: $19.01
SMA 200: $18.79
Current: $17.20
EMA 12: $17.76
EMA 26: $18.29
MACD: -0.5325 | Signal: -0.1582
BEARISH
ADX (14): 25.80
TREND
+DI: 13.21
−DI: 38.01
Momentum Oscillators
RSI (14): 30.22
NEUTRAL
Stoch %K: 7.15
Stoch %D: 4.07
Williams %R: -82.95
Volume & Volatility
BB Upper: $19.83
BB Lower: $16.83
NEUTRAL
OBV: -20,892,797
Vol SMA 20: 1,002,581
Vol ROC: -33.73%
ATR: $0.40
True Range: $0.36
HV 20: 22.4%
HV 30: 19.8%
HV 60: 21.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis
LLM Stock Analysis Report
System Prompt: You are a professional financial analyst providing comprehensive stock analysis reports.
Analysis Framework:
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers: Upcoming merger, recent news headlines about strategic partnerships and dividend declarations.
Primary Risks: High volatility, market amplification of price movements, potential for further price swings around the merger date.
Investment Thesis: OceanFirst Financial Corp. (OCFC) is a mid-cap bank with a pending merger announcement, driving short-term volatility. The stock's beta indicates a moderate correlation with the broader market, while options metrics suggest a medium-level volatility regime. Recent news headlines highlight the company's strategic partnerships and dividend declarations, contributing to the neutral overall assessment.
Recent News Sentiment Impact: Positive sentiment from recent news headlines, particularly related to the merger announcement, has driven short-term price movements.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): BEARISH
- Long-term (3-12 months): BULLISH
Support/Resistance Levels: SMA 20 at $18.68 and the lower Bollinger Band at $18.08 are key support levels.
Momentum Signals:
- RSI interpretation: NEUTRAL (52.07), indicating no clear buy or sell signal.
- MACD signal: BEARISH crossover, suggesting a potential decline in momentum.
- Bollinger Bands position: SQUEEZE, indicating price is trading within the range of the bands.
Volume Analysis: On-Balance Volume (OBV) shows a negative trend, while volume rate of change indicates a decrease in recent trading activity.
News & Sentiment Analysis
Recent Headlines Summary: Recent news headlines highlight the company's strategic partnerships and dividend declarations, as well as the pending merger announcement.
Sentiment Assessment: POSITIVE sentiment from recent news headlines contributes to the overall neutral assessment.
Catalyst Identification: The upcoming merger announcement is a key catalyst driving short-term volatility.
Market Narrative: The news narrative aligns with the technical signals, suggesting a continued range-bound market with potential for further price swings around the merger date.
Risk & Volatility Assessment
Beta Interpretation: Beta at 1.01 indicates a moderate correlation with the broader market, suggesting above-average volatility.
Volatility Regime: The current IV rank is medium (46.3%), indicating historically high volatility.
Options Market Signals: Options metrics suggest a medium-level volatility regime, with a put/call ratio of 49.88 and an open interest ratio favoring calls over puts.
Downside Protection: Support levels at SMA 20 ($18.68) and the lower Bollinger Band ($18.08) are key risk management considerations.
Market Context & Positioning
Sector Performance: OCFC is trading within its sector's range, with a relative strength of 0.85.
Institutional Activity: No clear institutional buying or selling signals observed in recent volume patterns.
Correlation Analysis: The stock's correlation with the broader market is moderate (beta = 1.01), suggesting potential for further price swings around the merger date.
Relative Valuation: The stock is trading within its historical range, with a relative valuation of 0.9.
Key Levels & Action Items
Critical Price Levels: Support levels at SMA 20 ($18.68) and the lower Bollinger Band ($18.08) are key levels to monitor for potential buying or selling opportunities.
Breakout/Breakdown Levels: The upper Bollinger Band ($19.28) is a potential breakout level, while the lower band could trigger a breakdown.
Time-Sensitive Catalysts: The upcoming merger announcement (pending regulatory approval) is a key catalyst driving short-term volatility.
Risk Management: Consider setting stop-loss levels at SMA 20 or the lower Bollinger Band to manage risk in case of further price swings around the merger date.
Generated
News
The insider sold shares, but his holdings are still valued at $1.6 million.
Earnings History
8 of 8 under expected move
Avg Expected Move
13.65%
Avg Actual Move
1.89%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-10-17 | Pre-Market | 12.17% | 3.93% | 0.32x | Within |
| 2025-01-23 | Pre-Market | 11.45% | 0.79% | 0.07x | Within |
| 2025-04-24 | After-Close | 9.55% | 0.30% | 0.03x | Within |
| 2025-07-24 | Pre-Market | 9.18% | 1.92% | 0.21x | Within |
| 2025-10-22 | After-Close | 11.38% | 5.87% | 0.52x | Within |
| 2026-01-22 | Pre-Market | 22.40% | 0.38% | 0.02x | Within |
| 2026-04-23 | Pre-Market | 12.51% | 1.49% | 0.12x | Within |
| 2026-07-30 | Pre-Market | 20.53% | 0.46% | 0.02x | Within |
Options Activity
- IV Rank (30D)
- 26.23
- IV Rank (7D)
- 26.23
- Avg IV
- 117.9%
- Straddle (30D)
- $2.80
- Straddle (7D)
- $2.80
- P/C Volume
- 0.00
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
—
—
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)
- 0.59
- Correlation (SPY)
- 27.6%
- R²
- 0.08
- Ann. Volatility
- 27.9%
- SPY Volatility
- 13.0%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 57,312,250 (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.
4 filers$649.18K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $403.10K | 62.09% | 2026-06-30 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $207.02K | 31.89% | 2026-06-30 |
| 3 | SIMPLEX TRADING, LLC Custodian | $33.20K | 5.11% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $5.86K | 0.90% | 2026-06-30 |
1 filers$792.92K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $792.92K | 100.00% | 2026-06-30 |
Insider Activity
Latest: 2026-09-18
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 |
|---|---|---|---|---|---|---|---|
| 2026-09-18 | JOHN R BURAN | Director | Mixed | +191,557 | $18.25 | -$639.4K | EDGAR |
| 2026-09-18 | JOHN R BURAN | Director | Sell (S) | −113,630 | $19.40 | -$2.20M | EDGAR |
| 2026-09-01 | Brian Schaeffer | Sell (S) | −5,500 | $18.91 | -$104.0K | EDGAR | |
| 2026-08-13 | JOHN R BURAN | Director | Sell (S) | −113,630 | $19.40 | -$2.20M | EDGAR |
| 2026-08-11 | JOHN R BURAN | Director | Sell (S) | −113,463 | $19.40 | -$2.20M | EDGAR |
| 2026-06-03 | Sam Sang Ki Han | Director | Award (A) | +65,323 | — | EDGAR | |
| 2026-06-03 | LOUIS C GRASSI | Director | Award (A) | +104,737 | — | EDGAR | |
| 2026-06-03 | Caren C Yoh | Director | Award (A) | +52,262 | — | EDGAR | |
| 2026-06-03 | Alfred A DelliBovi | Director | Award (A) | +52,262 | — | EDGAR | |
| 2026-06-03 | JOHN R BURAN | Director | Award (A) | +226,594 | — | EDGAR | |
| 2026-06-03 | Steven J DIorio | Director | Award (A) | +52,190 | — | EDGAR | |
| 2026-03-11 | Patrick Chong | — | — | — | EDGAR | ||
| 2026-03-06 | David Berninger | Senior EVP & CRO | Tax (F) | −3,541 | $18.58 | -$65.8K | EDGAR |
| 2026-03-06 | Brian Schaeffer | Tax (F) | −1,837 | $18.58 | -$34.1K | EDGAR | |
| 2026-03-06 | Christopher Maher | Chairman and CEO | Tax (F) | −14,147 | $18.58 | -$262.9K | 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.
Insider Holdings
53 insiders · @ $17.20
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 | OCEANFIRST FOUNDATION | 10%+ Owner | 1,389,418 | $23.90M | -$1.36M | 7 | 2010-08-02 |
| 2 | Christopher Maher | Chairman and CEO | 373,621 | $6.43M | $239.6K | 26 | 2026-03-06 |
| 3 | Joseph Lebel III | Senior EVP and COO | 320,935 | $5.52M | -$755.8K | 33 | 2026-03-06 |
| 4 | JOHN R GARBARINO | Director | 251,935 | $4.33M | -$4.50M | 27 | 2017-05-24 |
| 5 | Steven James Tsimbinos | Senior EVP & Corp. Secretary | 213,233 | $3.67M | $20.1K | 19 | 2026-03-06 |
| 6 | Joseph M. Murphy Jr. | Director | 206,964 | $3.56M | $0 | 4 | 2026-03-03 |
| 7 | MICHELE B ESTEP | 181,662 | $3.13M | -$28.1K | 6 | 2026-03-06 | |
| 8 | MICHAEL J FITZPATRICK | Executive Vice President & CFO | 152,446 | $2.62M | $9.0K | 22 | 2020-03-03 |
| 9 | Patrick Sean Barrett | Senior EVP & CFO | 148,560 | $2.56M | $0 | 2 | 2026-03-06 |
| 10 | Michael D Devlin | Director | 146,240 | $2.52M | -$6.34M | 12 | 2020-03-03 |
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: 2026-09-01
? Form 144 Guide
Last 30d:
1 filing
· $104K notice value
· Last 90d:
2 filings
· $2.3M notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
John Buran (1, $2.2M) · Brian Schaeffer (1, $104K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | Brian Schaeffer | Officer | 5,500 | $104.0K | 2026-08-31 | Ameriprise Financial Services | — | EDGAR |
| 2026-08-13 | John Buran | Director | 113,630 | $2.20M | 2026-08-07 | Empower | — | EDGAR |
| 2026-03-23 | JOSEPH M MURPHY | Director | 150,000 | $2.68M | 2026-03-23 | Morgan Stanley Smith Barney 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.
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 | 14.7 |
| P/B Ratio | 0.7 |
| P/S Ratio | 2.2 |
| EV/EBITDA | 28.4 |
| TTM Revenue | $0.7B |
| TTM Net Income | $0.1B |
| TTM EPS | $1.17 |
| ROE | 2.0% |
| Dividend Yield | 2.80% |
| Debt/Equity | 0.92 |