GlobeNewswire Inc.T3·18mo ago
OGEN Oragenics Inc.
XASE
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups 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.
OGEN
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Key stats
Related
About
- Industry (SIC)
- PHARMACEUTICAL PREPARATIONS (2834) · industry map
- Exchange
- XASE
- Market Cap
- $0.0B
- Employees
- 3
- List Date
- 2003-07-03
- CIK
- 0001174940
- Next Earnings
- 2026-11-06
- Headquarters
- Lakewood Ranch, FL
- Homepage
- https://www.oragenics.com
Oragenics Inc is a development-stage biopharmaceutical company dedicated to the research and development of nasal delivery pharmaceutical therapies targeting neurological conditions and infectious diseases. The Company is currently focused on advancing the development and commercialization of its product candidate, ONP-002. ONP-002 is a fully synthetic, non-naturally occurring neurosteroid that is lipophilic and is designed to cross the blood-brain barrier, with the goal of reducing swelling, oxidative stress, and inflammation while restoring proper blood flow through gene amplification. The C…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 76.00% | -10.32% | -5.66% | -66.08% | -14.14% | 0.69% | -3.25% |
| Feb | 8.86% | -16.02% | -28.35% | -37.55% | -0.31% | -0.06% | -12.24% |
| Mar | -11.10% | -1.60% | -29.72% | 0.70% | -22.54% | -32.66% | -16.15% |
| Apr | -8.92% | -2.13% | -18.60% | -27.62% | -12.48% | 8.04% | -10.29% |
| May | -6.17% | 0.96% | 2.76% | 98.04% | -39.09% | -2.29% | 9.04% |
| Jun | 1.36% | 5.64% | 14.66% | -49.76% | -23.75% | -4.03% | -9.31% |
| Jul | 16.44% | 6.55% | 18.18% | -1.90% | -18.71% | -18.03% | 0.42% |
| Aug | -5.05% | -11.13% | -4.76% | 25.74% | -17.60% | -3.68% | -2.75% |
| Sep | -11.17% | -25.18% | -14.41% | -64.37% | 24.76% | -1.44% | -15.30% |
| Oct | 1.60% | -10.38% | 18.95% | -21.84% | -13.73% | -16.98%* | -7.06% |
| Nov | -17.24% | -6.77% | -7.25% | 7.11% | -28.69% | -- | -10.57% |
| Dec | -14.33% | -46.16% | 62.61% | 15.41% | -6.76% | -- | 2.15% |
| Total | 4.38% | -75.35% | -21.26% | -93.48% | -87.08% | -55.65% | -54.74% |
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: $0.45
SMA 50: $0.49
SMA 200: $0.62
Current: $0.40
EMA 12: $0.43
EMA 26: $0.45
MACD: -0.0238 | Signal: -0.0038
BEARISH
ADX (14): 24.17
WEAK TREND
+DI: 9.72
−DI: 22.77
Momentum Oscillators
RSI (14): 32.23
NEUTRAL
Stoch %K: 7.56
Stoch %D: 9.93
Williams %R: -99.41
Volume & Volatility
BB Upper: $0.51
BB Lower: $0.39
NEUTRAL
OBV: -12,438,611
Vol SMA 20: 22,165
Vol ROC: -2.64%
ATR: $0.03
True Range: $0.02
HV 20: 45.6%
HV 30: 59.1%
HV 60: 49.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: BEARISH (confidence level 6/10)
Key drivers:
- Negative sentiment from recent news headlines
- Bearish momentum signals from technical indicators
- High volatility, indicating increased risk
Primary risks:
- Potential further downside movement due to bearish momentum and high volatility
- Earnings uncertainty, as no earnings data is available
Investment thesis: The stock has been trending downward, driven by negative sentiment from recent news headlines. The bearish momentum signals are consistent with this trend, suggesting a potential further decline.
Recent news sentiment impact: The positive sentiment from the Phase IIa Concussion Trial update was short-lived, as subsequent news headlines have been neutral or negative, contributing to the bearish tone.
Technical Analysis
Trend Direction:
- Short-term: Downtrend
- Medium-term: Downtrend
- Long-term: Uptrend (but trending lower)
Support/Resistance Levels:
- Key price levels:
- Resistance 1: $0.62 (Upper Bollinger Band)
- Resistance 2: $0.88 (SMA 200)
- Support 1: $0.58 (Lower Bollinger Band)
- Support 2: $0.60 (SMA 20)
Momentum Signals:
- RSI interpretation: Oversold (<30) - potential buy signal
- MACD signal: Bearish crossover (Histogram <0)
- Bollinger Bands position: Squeeze
Volume Analysis:
- Volume trends: Decreasing volume, indicating market fatigue
- Institutional interest signals: No unusual activity
News & Sentiment Analysis
Recent Headlines Summary:
- 3 positive headlines, 2 neutral headlines, and 1 negative headline
Sentiment Assessment:
- Aggregate news sentiment: NEUTRAL (positive headlines outweighed by neutral and negative headlines)
Catalyst Identification:
- Upcoming events: Earnings announcement (no date available)
- Regulatory changes: None
Market Narrative:
- News sentiment has been mixed, but the overall trend is bearish due to the dominance of negative headlines.
Risk & Volatility Assessment
Risk Interpretation:
- Beta >1.5 - high risk, indicating increased volatility and market sensitivity
Volatility Regime:
- Current vs historical volatility levels: Higher than average (25.4% HV20)
Options Market Signals:
- IV rank: N/A (positive = implied richer than realized)
- Put/call ratios: No unusual activity
- Unusual activity: None
Downside Protection:
- Support levels:
- Lower Bollinger Band: $0.58
- SMA 20: $0.60
Market Context & Positioning
Sector Performance:
- Relative strength vs sector/market: Neutral (stock has been trending lower)
Institutional Activity:
- Volume patterns suggesting institutional interest: No unusual activity
Correlation Analysis:
- How stock moves relative to market (R-squared interpretation): 0.22 - low correlation
Relative Valuation:
- Position within trading range: Lower end of the range
Key Levels & Action Items
Critical Price Levels:
- Support/Resistance levels as mentioned above
- Other key levels:
- $0.60 (SMA 20)
- $0.62 (Upper Bollinger Band)
Breakout/Breakdown Levels:
- Breakout: None identified
- Breakdown: Lower Bollinger Band at $0.58
Time-Sensitive Catalysts:
- Earnings announcement (no date available)
- Regulatory changes: None
Risk Management:
- Stop-loss levels: Set stop-loss below $0.58 to limit potential losses
- Position sizing considerations: Consider reducing position size due to high volatility and bearish momentum
Generated
News
All OGEN news →
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OGEN Options Activity & IV Rank
Loading options activity...
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
Risk Metrics
Beta: 1.3764
Alpha: -116.18%
Correlation: 0.2649
R-Squared: 7.0%
Stock Volatility: 66.2%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
OGEN Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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 | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
OGEN Insider Trading (Form 4)
Latest: 2026-07-07Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-07-07 | John Spencer | Chief Financial Officer | Grant (A) | +55,900 opt | — | EDGAR | |
| 2026-01-22 | Fred Telling | Director | Sell (S) | −210 | $0.94 | -$198 | EDGAR |
| 2025-12-15 | Alan W Dunton | Director | Grant (A) | +125,000 opt | — | EDGAR | |
| 2025-12-15 | Charles L Pope | Director | Grant (A) | +125,000 opt | — | EDGAR | |
| 2025-12-15 | Robert C Koski | Director | Grant (A) | +125,000 opt | — | EDGAR | |
| 2025-12-15 | Janet Huffman | CEO and CFO | Grant (A) | +250,000 opt | — | EDGAR | |
| 2025-12-15 | Natasha Giordano | Director | Grant (A) | +163,320 opt | — | EDGAR | |
| 2025-12-15 | John P Gandolfo | Director | Grant (A) | +125,000 opt | — | EDGAR | |
| 2025-12-15 | Fred Telling | Director | Sell (S) | −210 | $0.94 | -$198 | EDGAR |
| 2025-06-18 | Odyssey Health, Inc. | 10%+ Owner | Sell (S) | −7,044 | $4.32 | -$30.4K | EDGAR |
| 2025-06-16 | Odyssey Health, Inc. | 10%+ Owner | Sell (S) | −10,000 | $4.36 | -$43.6K | EDGAR |
| 2024-12-13 | Robert C Koski | Director | Conv (C) | +5,000 | — | EDGAR | |
| 2024-12-09 | Alan W Dunton | Director | Sell (S) | −66 | $0.36 | -$24 | EDGAR |
| 2024-12-09 | Fred Telling | Director | Sell (S) | −3,597 | $0.36 | -$1.3K | EDGAR |
| 2024-09-20 | Alan W Dunton | Director | Grant (A) | +65,000 opt | — | 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.
OGEN Insider Holdings
6 insiders · @ $0.40
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 | Odyssey Health, Inc. | 10%+ Owner | 5,044 | $2.0K | -$74.0K | 2 | 2025-06-18 |
| 2 | Robert C Koski | Director | 1,710 | $681 | $264.5K | 28 | 2025-12-15 |
| 3 | Fred Telling | Director | 948 | $378 | $679.7K | 33 | 2026-01-22 |
| 4 | Alan W Dunton | Director | 854 | $340 | -$186.7K | 28 | 2025-12-15 |
| 5 | Charles L Pope | Director | 849 | $338 | -$31.1K | 17 | 2025-12-15 |
| 6 | Janet Huffman | CEO and CFO | 500 | $199 | $0 | 4 | 2025-12-15 |
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.
OGEN Board & Officers
As of SEC filings through Jul 7, 2026Directors 6
- Robert C Koski · since Jun 29, 2009
- Charles L Pope · since Jun 4, 2010
- Fred Telling · since Jun 4, 2010
- Alan W Dunton · since Apr 1, 2011
- John P Gandolfo · since Oct 4, 2023
- Natasha Giordano · since Sep 1, 2025
Officers 2
- Janet Huffman · CFO, Secretary and Treasurer · since Mar 7, 2023
- John Spencer · Chief Financial Officer · since Jul 1, 2026
10% owners 1
- Odyssey Health, Inc. (entity) · since Dec 28, 2023
Changes in the last 10 years (21)
| Jul 1, 2026 | John Spencer became Chief Financial Officer |
| Sep 1, 2025 | Natasha Giordano became a director |
| Jan 15, 2025 | The company announced the departure of Bruce A. Cassidy Sr. from the board in an SEC filing |
| Dec 28, 2023 | Odyssey Health, Inc. became a 10% owner |
| Dec 28, 2023 | J Michael Redmond became President |
| Oct 4, 2023 | John P Gandolfo became a director |
| Oct 4, 2023 | Bruce A. Cassidy Sr. became a director |
| Mar 7, 2023 | Janet Huffman became CFO, Secretary and Treasurer |
| Nov 16, 2022 | The company announced the departure of Michael O'Keefe Sullivan as Chief Financial Officer in an SEC filing |
| Jun 24, 2022 | Michael O'Keefe Sullivan listed as Chief Financial Officer (previously Interim PEO, CFO) in SEC filings |
| Jun 24, 2022 | Kimberly M Murphy first listed as CEO and President in an SEC filing |
| Dec 17, 2021 | Michael O'Keefe Sullivan listed as Interim PEO, CFO (previously CFO, Secretary and Treasurer) in SEC filings |
| May 1, 2020 | Kimberly M Murphy became a director |
| May 1, 2020 | Joseph Hernandez became a 10% owner |
| Aug 9, 2019 | Thomas L Koski reported in an SEC filing no longer being a 10% owner |
| Aug 9, 2019 | Koski Family LP reported in an SEC filing no longer being a 10% owner |
| Aug 9, 2019 | Christine L Koski reported in an SEC filing no longer being a 10% owner |
| Aug 9, 2019 | Beverly Koski reported in an SEC filing no longer being a 10% owner |
| Jun 24, 2019 | Robert C Koski no longer listed as a 10% owner in SEC filings |
| Sep 18, 2018 | Koski Family LP no longer listed as a director in SEC filings |
| Jun 26, 2018 | Koski Family LP first listed as a director in an SEC filing |
Not reported recently (4)
- Kimberly M Murphy · Last reported as a director in an SEC filing dated Sep 20, 2024
- J Michael Redmond · Last reported as President in an SEC filing dated Sep 20, 2024
- Alan Joslyn · Last reported as a director in an SEC filing dated Feb 19, 2021
- Joseph Hernandez · Last reported as a 10% owner in an SEC filing dated Jan 26, 2021
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.
OGEN Proposed Insider Sales (Form 144)
Latest: 2025-12-12
? 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. 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 |
|---|---|---|---|---|---|---|---|---|
| 2025-12-12 | Frederick W. Telling | Director | 210 | $192 | 2025-12-12 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-06-13 | Odyssey Health, Inc. | Stockholder | 17,044 | $79.9K | 2025-06-10 | Wilson Davis | — | EDGAR |
| 2024-12-06 | DUNTON ALAN W | Director | 66 | $22 | 2024-12-06 | FIDELITY BROKERAGE SERVICES LLC | — | EDGAR |
| 2024-12-06 | Frederick Telling | Director | 3,597 | $1.3K | 2024-12-06 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2023-11-30 | Frederick W. Telling | Director | 3,500 | $12.5K | 2023-11-30 | Goldman Sachs & Co. 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.