Paymentus Holdings, Inc.(PAY)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

PAY iron condor setups PAY expected move PAY IV rank history PAY Fibonacci levels PAY 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.

PAY $33.81 —
Snapshot
$33.81
52-Week Range
$20.11 – $45.31
YTD
+18.76%
IV Rank (30D)
11.56
Straddle Price
$3.78
P/C Vol Ratio
2.44
Market Cap
$4.3B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.94%
Beta vs SPY1.30
Cost of Equity (CAPM)12.09% (VRP-adj)
WACC11.40%
Volatility Risk Premium+18.1pp (IV − HV30), ERP adj +50bps
Effective Tax Rate25.5%
Rev. Growth (YoY, DCF input)+16.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)13.8%
Book / Price13.8%
Gross Margin (TTM)24.9%
FCF Margin (TTM)11.7%
Debt / Equity0.00
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+17.0% (reverse-DCF on current price)
SMA 50$35.82 (Market Anchor value)
SMA 20 / Bollinger Mid$36.46
Bollinger Width / SMA2043.4% (drives anchor stability)
Net Debt$-0.4B
Market Cap$4B
Peers used for multiples: APLD, BMNR, CIFR, COIN, CRCL, HOOD, PYPL, XYZ
Model Conviction
8%
20-Day Fair Value
≈ by Oct 21, 2026
$33.29
α -1.6% rank 39%
40-Day Fair Value
≈ by Nov 19, 2026
$34.50
α +2.1% rank 41%
60-Day Fair Value
≈ by Dec 18, 2026
$34.11
α +0.9% rank 60%
MethodImplied PriceWeightDetail
DCF $32.91 33%
DDM (Gordon) n/a 0%
Peer P/E $37.61 10% median 51.8× · 4 peers
Peer EV/EBITDA $39.44 10% median 29.9× · 5 peers
Peer P/B $21.32 10% median 4.5× · 7 peers
Peer P/S $94.53 10% median 8.2× · 7 peers
Market Anchor (SMA50) $35.82 0% stability 0% (BB-width)
Options Expected (B-L 30d) $34.19 28% 17 strikes · skew -0.30
As of 2026-09-22 · updated
Info
Industry (SIC)
SERVICES-BUSINESS SERVICES, NEC (7389)
Exchange
XNYS
Market Cap
$4.3B

Paymentus Holdings Inc provides electronic bill presentment and payment services, enterprise customer communication and self-service revenue management to billers through a Software-as-a-Service (SaaS), secure, omni-channel technology platform. The platform integrates with a biller's financial and operational systems to provide secure and flexible processing of payments, including credit cards, debit cards, eChecks, and digital wallets, across multiple channels such as online, mobile, IVR, call centers, chatbots, and voice-based assistants. The company generates the majority of its revenue fro…

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 -10.66% 5
Feb -9.49% 5
Mar +8.04% 5
Apr +0.40% 5
May -0.91% 6
Jun -0.30% 6
Jul +6.21% 6
Aug +3.94% 6
Sep -7.02% 6
Oct +5.89% 5
Nov +17.26% 5
Dec -4.74% 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: $36.16
SMA 50: $35.92
SMA 200: $28.78
Current: $33.97
EMA 12: $35.67
EMA 26: $36.07
MACD: -0.3945 | Signal: -0.3707
BEARISH
ADX (14): 18.53
RANGE
+DI: 16.43
−DI: 25.52

Momentum Oscillators

RSI (14): 40.66
NEUTRAL
Stoch %K: 5.34
Stoch %D: 19.62
Williams %R: -97.65

Volume & Volatility

BB Upper: $38.77
BB Lower: $33.55
NEUTRAL
OBV: 22,910,448
Vol SMA 20: 1,004,607
Vol ROC: -83.18%
ATR: $1.60
True Range: $1.31
HV 20: 45.4%
HV 30: 49.2%
HV 60: 77.3%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-23T00:00:00 – 2026-09-21T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 7/10) Key Drivers: Technical indicators suggest a neutral-to-bullish bias, while recent news sentiment is positive. Primary Risks: Volatility levels are low, but options market signals indicate potential for increased volatility. Investment Thesis: Pay attention to the stock's trend and momentum signals as they could trigger significant price movements. Recent News Sentiment Impact: The recent news headlines highlight a mix of positive and neutral sentiment, which may support the current price level.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bullish, with an upward trend indicated by the moving averages and MACD signal.
  • Medium-term (1-3 months): Neutral-to-bullish, as the RSI is near its neutral zone and the Bollinger Bands are compressing.
  • Long-term (3-12 months): Bullish, based on the upward trend and momentum signals.

Support/Resistance Levels:

  • Upper: $31.70
  • Middle: $27.85
  • Lower: $23.99

Momentum Signals:

  • RSI: 64.51 (neutral)
  • MACD: Bullish signal line crossover above -0.05, indicating a potential uptrend.
  • Bollinger Bands: Compressing, with the price near the middle band.

Volume Analysis:

  • Volume SMA 20: 1429326.00
  • On-Balance Volume (OBV): 22996999.10
  • Volume Rate of Change: -67.43%

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines highlight a mix of positive and neutral sentiment, with themes related to fintech stocks, payment processing, and sector performance.

Sentiment Assessment: Positive (5/6 news articles)

Catalyst Identification:

  • Upcoming earnings release: No specific date available
  • Regulatory changes: None mentioned in the recent news

Market Narrative: The technical signals suggest a neutral-to-bullish bias, while the news sentiment is positive. The market narrative aligns with the short-term bullish trend.

Risk & Volatility Assessment

Risk Interpretation: Low risk (beta 0.60 vs SPY)

Volatility Regime: Low volatility - stock moves less than market

Options Market Signals:

  • IV Rank: 49.7% (Medium)
  • Current IV: 103.6%
  • Expected Move: $5.08 (28 DTE), 7-DTE: $5.08
  • Volume Flow: 35 calls vs 58 puts
  • Open Interest: 111 calls vs 55 puts
  • Put/Call Volume Ratio: 1.66 (Bearish sentiment)
  • Put/Call OI Ratio: 0.49

Downside Protection:

  • Support levels: $23.99 and $27.85
  • Risk management considerations: Consider stop-loss levels at $24.54 or $26.50

Market Context & Positioning

Sector Performance: The fintech sector has been performing relatively well, with Paymentus being a key player.

Institutional Activity: Volume patterns suggest institutional interest in the stock.

Correlation Analysis: The stock moves relatively strongly (0.15) compared to the market.

Relative Valuation: The stock is trading within its recent trading range and may require additional catalysts for significant price movements.

Key Levels & Action Items

Critical Price Levels:

  • Support: $23.99 and $27.85
  • Resistance: $31.70

Breakout/Breakdown Levels:

  • Breakout above $31.70 could trigger a bullish move
  • Breakdown below $23.99 could indicate a bearish trend

Time-Sensitive Catalysts:

  • Upcoming earnings release (no specific date available)
  • Regulatory changes (none mentioned in the recent news)

Risk Management: Consider stop-loss levels at $24.54 or $26.50 to manage risk.

Note: The above analysis is based on the provided data and does not constitute buy or sell advice.

Generated
News
Earnings History
5 of 8 under expected move
Avg Expected Move
18.98%
Avg Actual Move
16.07%
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
2024-11-12 After-Close 33.56% 27.02% 0.81x Within
2025-03-10 After-Close 18.55% 27.02% 1.46x Exceeded
2025-05-05 After-Close 18.66% 1.69% 0.09x Within
2025-08-04 After-Close 17.70% 9.68% 0.55x Within
2025-11-03 After-Close 19.82% 26.18% 1.32x Exceeded
2026-02-23 After-Close 19.29% 0.02% 0.00x Within
2026-05-04 After-Close 10.68% 7.79% 0.73x Within
2026-08-03 After-Close 13.62% 29.20% 2.14x Exceeded
Options Activity
IV Rank (30D)
11.56
IV Rank (7D)
11.56
Avg IV
68.5%
Straddle (30D)
$3.78
Straddle (7D)
$3.78
P/C Volume
2.44
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)
0.79
Correlation (SPY)
16.3%
R²
0.03
Ann. Volatility
62.6%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 129,170,543 (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.

190 filers59,901,076 shares$1.48B value46.37% of float
# Filer Shares Value % of Total % of Float Period
1 Capital International Investors 7,069,846 $170.81M 11.55% 5.47% 2026-06-30
2 WASATCH ADVISORS LP 6,188,196 $149.51M 10.11% 4.79% 2026-06-30
3 VANGUARD GROUP INC Custodian 4,391,890 $138.74M 9.38% 3.40% 2025-12-31
4 BlackRock, Inc. Custodian 4,643,131 $112.18M 7.58% 3.59% 2026-06-30
5 Capital World Investors 4,276,060 $103.31M 6.98% 3.31% 2026-06-30
6 BROWN BROTHERS HARRIMAN & CO 2,820,964 $68.15M 4.61% 2.18% 2026-06-30
7 VANGUARD PORTFOLIO MANAGEMENT LLC 2,563,614 $61.94M 4.19% 1.98% 2026-06-30
8 VANGUARD CAPITAL MANAGEMENT LLC 2,524,171 $60.98M 4.12% 1.95% 2026-06-30
9 FULLER & THALER ASSET MANAGEMENT, INC. 1,946,392 $47.02M 3.18% 1.51% 2026-06-30
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,472,722 $35.59M 2.41% 1.14% 2026-06-30
11 FRANKLIN RESOURCES INC Custodian 1,293,473 $31.25M 2.11% 1.00% 2026-06-30
12 STATE STREET CORP 1,057,980 $25.56M 1.73% 0.82% 2026-06-30
13 LOOMIS SAYLES & CO L P 937,527 $22.65M 1.53% 0.73% 2026-06-30
14 DIMENSIONAL FUND ADVISORS LP Custodian 912,072 $22.04M 1.49% 0.71% 2026-06-30
15 CYPRESS POINT INVESTMENT MANAGEMENT LP 881,115 $21.29M 1.44% 0.68% 2026-06-30
16 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 816,290 $19.72M 1.33% 0.63% 2026-06-30
17 NEXT CENTURY GROWTH INVESTORS LLC 772,520 $18.66M 1.26% 0.60% 2026-06-30
18 GOLDMAN SACHS GROUP INC Custodian 764,016 $18.46M 1.25% 0.59% 2026-06-30
19 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insuran 733,470 $17.72M 1.20% 0.57% 2026-06-30
20 MARSHALL WACE, LLP Custodian 710,643 $17.17M 1.16% 0.55% 2026-06-30
21 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 706,796 $17.08M 1.15% 0.55% 2026-06-30
22 MORGAN STANLEY Custodian 651,822 $15.75M 1.06% 0.50% 2026-06-30
23 TimesSquare Capital Management, LLC 620,222 $14.98M 1.01% 0.48% 2026-06-30
24 North Reef Capital Management LP 600,000 $14.50M 0.98% 0.46% 2026-06-30
25 SILVERCREST ASSET MANAGEMENT GROUP LLC 589,423 $14.24M 0.96% 0.46% 2026-06-30
5 filers$1.49M notional
# Filer Notional Value % of Total Period
1 WOLVERINE TRADING, LLC Custodian $534.40K 35.90% 2025-09-30
2 JANE STREET GROUP, LLC Custodian $432.46K 29.05% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $299.58K 20.12% 2026-06-30
4 SIMPLEX TRADING, LLC Custodian $183.62K 12.33% 2026-06-30
5 GROUP ONE TRADING LLC Custodian $38.66K 2.60% 2026-06-30
3 filers$403.47K notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $374.48K 92.81% 2026-06-30
2 GROUP ONE TRADING LLC Custodian $16.91K 4.19% 2026-06-30
3 SIMPLEX TRADING, LLC Custodian $12.08K 2.99% 2026-06-30
Insider Activity
Latest: 2026-08-28
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
2026-08-28 Thomas Barnds 10%+ Owner Other (J) −94,546 — EDGAR
2026-08-28 Gregory Hyde Williams Director Other (J) +22,558 — EDGAR
2026-08-28 Robert Palumbo Director Other (J) −94,546 — EDGAR
2026-08-28 Jason Klein Director Other (J) +546 — EDGAR
2026-08-28 ACCEL-KKR CAPITAL PARTNERS CV III, LP 10%+ Owner Other (J) −756,368 — EDGAR
2026-08-19 Jason Klein Director Other (J) +950 — EDGAR
2026-08-19 Gregory Hyde Williams Director Other (J) +33,145 — EDGAR
2026-08-19 Robert Palumbo Director Other (J) −40,518 — EDGAR
2026-08-19 Accel-KKR Members Fund, LLC 10%+ Owner Other (J) −324,144 — EDGAR
2026-08-19 Thomas Barnds 10%+ Owner Other (J) −40,518 — EDGAR
2026-08-18 Sanjay Kalra SVP and CFO Tax (F) −21,338 — EDGAR
2026-08-18 Gerasimos (Jerry) Portocalis Chief Commercial Officer Tax (F) −5,704 — EDGAR
2026-08-18 Dushyant Sharma Chairman, President and CEO Tax (F) −27,054 — EDGAR
2026-08-06 Gary Trainor Director Sell (S) −80,000 $40.79 -$3.26M EDGAR
2026-08-06 Sanjay Kalra SVP and CFO Sell (S) −27,909 $41.11 -$1.15M 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
17 insiders · @ $33.97
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 Dushyant Sharma Chairman, President and CEO 1,444,358 $49.06M $24 9 2026-08-18
2 Gerasimos (Jerry) Portocalis Chief Commercial Officer 792,271 $26.91M $940.7K 14 2026-08-18
3 Gary Trainor Director 509,888 $17.32M -$23.33M 17 2026-08-06
4 Sanjay Kalra SVP and CFO 484,259 $16.45M -$5.93M 17 2026-08-18
5 Gregory Hyde Williams Director 188,384 $6.40M $0 2 2026-08-28
6 Andrew A. Gerber General Counsel and Secretary 117,163 $3.98M -$1.75M 22 2026-03-16
7 Matt Parson Chief Financial Officer 103,873 $3.53M $95.9K 5 2022-08-17
8 WILLIAM INGRAM Director 86,941 $2.95M $566.4K 7 2026-06-09
9 Robert Palumbo Director 72,143 $2.45M $0 21 2026-08-28
10 JODY R DAVIDS Director 44,730 $1.52M -$409.0K 7 2026-06-09
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: 2026-08-05
Last 30d: 0 filings  ·  Last 90d: 5 filings · $6.4M notice value · 2 unique filers · 100% 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: GARY J TRAINOR DBATF INVESTMENT HOLDINGS LLC (3, $5.4M) · SANJAY KALRA (2, $993K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-05 SANJAY KALRA Officer 2,909 $129.7K 2026-08-05 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-04 SANJAY KALRA Officer 25,000 $863.0K 2026-08-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-04 TF Investment Holdings LLC Director 80,000 $2.76M 2026-08-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-29 TF Investment Holdings LLC Director 40,000 $1.37M 2026-07-29 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-28 GARY J TRAINOR DBATF INVESTMENT HOLDINGS LLC Director 40,000 $1.26M 2026-07-28 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-05-16 SANJAY KALRA Officer 25,000 $965.8K 2025-05-16 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-05-15 Arun Oberoi Director 4,415 $169.1K 2025-05-15 Goldman Sachs & Co. LLC — EDGAR
2025-05-12 WILLIAM INGRAM Director 11,409 $433.6K 2025-05-12 Morgan Stanley Smith Barney LLC … — EDGAR
2025-03-12 JODY DAVIDS Director 14,000 $409.0K 2025-03-12 Morgan Stanley Smith Barney LLC … — EDGAR
2025-02-18 ANDREW A GERBER Officer 3,070 $98.2K 2025-02-18 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 Ratio51.2
P/B Ratio7.2
P/S Ratio3.2
EV/EBITDA28.1
TTM Revenue$1.4B
TTM Net Income$0.1B
TTM EPS$0.66
ROE13.8%