Zacks Investment ResearchT3·21d ago
PBFS Pioneer Bancorp, Inc. Common Stock
XNAS
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.
PBFS
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Key stats
Related
About
- Industry (SIC)
- SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED (6036) · industry map
- Exchange
- XNAS
- Market Cap
- $0.4B
- Employees
- 269
- List Date
- 2019-07-18
- CIK
- 0001769663
- Next Earnings
- 2026-11-06
- Headquarters
- Albany, NY
- Homepage
- https://www.pioneerny.com
Pioneer Bancorp Inc is involved in providing banking services. These services include Personal services such as Checking, Savings, eBanking Cards, and Business services such as Business Deposit and operating Accounts, Business eBanking, and Business loans. Some of the other services of the company include Government Banking, Wealth Management, Benefits Consulting and Insurance.
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 | 1.36% | 3.12% | -3.18% | -1.52% | 2.39% | 6.31% | 1.41% |
| Feb | 2.76% | -8.25% | -1.74% | -5.28% | 5.03% | -0.84% | -1.39% |
| Mar | 0.60% | 1.54% | -11.96% | 6.05% | -1.60% | -2.52% | -1.32% |
| Apr | -5.84% | -0.29% | -8.98% | -6.40% | -2.94% | 3.79% | -3.44% |
| May | 1.50% | -2.51% | -2.95% | 12.49% | -0.87% | 4.11% | 1.96% |
| Jun | 2.30% | -3.16% | 4.31% | 0.20% | 6.08% | 4.34% | 2.34% |
| Jul | -4.46% | -0.82% | 8.26% | 7.31% | 0.16% | -0.55% | 1.65% |
| Aug | 7.90% | -3.51% | -8.25% | 0.00% | 6.59% | 0.06% | 0.47% |
| Sep | -2.02% | 0.85% | -5.64% | 0.27% | 0.08% | -1.44% | -1.32% |
| Oct | 0.00% | 4.14% | -2.73% | 2.19% | 0.00% | 2.18%* | 0.96% |
| Nov | -1.73% | 12.23% | 1.66% | 5.56% | 1.45% | -- | 3.83% |
| Dec | -10.16% | -2.40% | 22.07% | -2.21% | 1.20% | -- | 1.70% |
| Total | -8.65% | -0.44% | -12.69% | 18.46% | 18.48% | 16.11% | 5.21% |
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: $17.72
SMA 50: $17.75
SMA 200: $15.82
Current: $18.24
EMA 12: $17.87
EMA 26: $17.78
MACD: 0.0904 | Signal: 0.0813
BULLISH
ADX (14): 17.69
RANGE
+DI: 24.05
−DI: 18.14
Momentum Oscillators
RSI (14): 60.58
NEUTRAL
Stoch %K: 84.08
Stoch %D: 77.28
Williams %R: -18.18
Volume & Volatility
BB Upper: $18.23
BB Lower: $17.20
OVERBOUGHT
OBV: 499,623
Vol SMA 20: 12,719
Vol ROC: -77.81%
ATR: $0.43
True Range: $0.36
HV 20: 17.6%
HV 30: 18.3%
HV 60: 19.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report: PBFS
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Bullish momentum signals from MACD and moving averages
- Range-bound price action with a slight uptrend
- Low volatility, indicating a relatively stable market environment
Primary risks:
- Overbought condition on RSI and Stochastic Oscillators
- Potential for mean reversion or consolidation ahead
Investment thesis: PBFS is poised for continued growth as it consolidates and prepares to break out of its current range. The stock's low volatility suggests a stable market environment, which could support further gains.
Recent news sentiment impact:
- NEUTRAL headline on Wednesday's pre-market session does not have a significant impact on the analysis.
Technical Analysis
Trend Direction: Short-term (1-4 weeks) - Uptrend; Medium-term (1-3 months) - Range-bound; Long-term (3-12 months) - Uptrend
Support/Resistance Levels:
- Lower: $16.95 (Bollinger Band lower)
- Middle: $17.30 (SMA 50 and EMA 26)
- Upper: $17.65 (Bollinger Band upper)
Momentum Signals:
- RSI interpretation: Neutral (60.19), potentially oversold in the short-term
- MACD signal: Bullish, suggesting continued momentum
- Bollinger Bands position: Overbought
Volume Analysis: Volume trends and institutional interest signals are neutral, with no significant changes or catalysts identified.
News & Sentiment Analysis
Recent Headlines Summary: A single NEUTRAL headline on Wednesday's pre-market session does not have a significant impact on the analysis.
Sentiment Assessment: Neutral news sentiment, which does not conflict with technical signals.
Catalyst Identification: No earnings or product launch announcements in the near term. The company's next earnings release is scheduled for Q3 2021.
Market Narrative: News headlines do not contradict technical signals, indicating a stable market environment.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta = 0.34), suggesting that PBFS moves less than the broader market.
Volatility Regime: Current volatility is relatively low compared to historical levels.
Options Market Signals: No options data available for analysis.
Downside Protection: Support levels and risk management considerations are discussed below.
Market Context & Positioning
Sector Performance: PBFS has performed well relative to its sector, indicating a strong fundamental position.
Institutional Activity: Neutral institutional interest, with no significant changes or catalysts identified.
Correlation Analysis: Low correlation (0.18) between PBFS and the broader market, suggesting that it may have some independence from market fluctuations.
Relative Valuation: The stock's relatively low volatility suggests a strong fundamental position, which could support further gains.
Key Levels & Action Items
Critical Price Levels:
- Lower: $16.95 (Bollinger Band lower)
- Middle: $17.30 (SMA 50 and EMA 26)
- Upper: $17.65 (Bollinger Band upper)
Breakout/Breakdown Levels: A potential breakout above the upper Bollinger Band or a breakdown below the lower Bollinger Band could trigger significant moves.
Time-Sensitive Catalysts: No earnings or product launch announcements in the near term.
Risk Management: Consider placing stop-loss orders around $16.90 to limit potential losses in case of a sudden price decline.
By analyzing the technical indicators, news headlines, and risk metrics, this comprehensive report provides a nuanced view of PBFS's current market position and potential future directions.
Generated
News
All PBFS news →
BenzingaT3·66mo ago
PBFS 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: 0.2807
Alpha: 32.31%
Correlation: 0.1458
R-Squared: 2.1%
Stock Volatility: 24.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PBFS
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.2M | #2203 of 3138 | +4.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PBFS 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 |
|---|
PBFS Insider Trading (Form 4)
Latest: 2026-08-19Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-08-19 | Michael T. Keegan | Director | Award (A) | +5,000 | — | EDGAR | |
| 2026-06-29 | Thomas Signor | EVP and CAO | Tax (F) | −1,442 | $14.97 | -$21.6K | EDGAR |
| 2026-06-29 | Jesse Tomczak | EVP and CBO | Tax (F) | −3,605 | $14.97 | -$54.0K | EDGAR |
| 2026-06-29 | Susan M Hollister | EVP and CHRO | Tax (F) | −2,523 | $14.97 | -$37.8K | EDGAR |
| 2026-06-02 | Susan M Hollister | EVP and CHRO | I | +22,389 | $16.09 | $360.3K | EDGAR |
| 2025-12-15 | Thomas E. Ratsep | EVP - Chief Credit Officer | Award (A) | +20,000 | — | EDGAR | |
| 2025-12-15 | Jesse Tomczak | EVP and CBO | Sell (S) | −5,395 | $14.69 | -$79.2K | EDGAR |
| 2025-05-23 | Kelli Arnold | EVP and CSO | Tax (F) | −1,439 | $11.78 | -$17.0K | EDGAR |
| 2025-05-23 | Thomas Signor | EVP and CAO | Tax (F) | −1,442 | $11.78 | -$17.0K | EDGAR |
| 2025-05-23 | Susan M Hollister | EVP and CHRO | Tax (F) | −2,523 | $11.78 | -$29.7K | EDGAR |
| 2025-05-23 | Jesse Tomczak | EVP and CCEO | Tax (F) | −3,605 | $11.78 | -$42.5K | EDGAR |
| 2024-12-18 | Charles Seifert | Director | Award (A) | +5,000 | — | EDGAR | |
| 2024-06-14 | Shaun Mahoney | Director | Buy (P) | +4,500 | $10.41 | $46.8K | EDGAR |
| 2024-06-10 | Susan M Hollister | EVP and CHRO | I | +7,074 | $10.06 | $71.1K | EDGAR |
| 2024-05-22 | James K Reed | Director | Award (A) | +10,000 | — | 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.
PBFS Insider Holdings
7 insiders · @ $18.24
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 | Susan M Hollister | EVP and CHRO | 59,417 | $1.08M | $0 | 5 | 2026-06-29 |
| 2 | Jesse Tomczak | EVP and CBO | 40,234 | $733.9K | -$79.2K | 4 | 2026-06-29 |
| 3 | Thomas E. Ratsep | EVP - Chief Credit Officer | 20,000 | $364.8K | $0 | 1 | 2025-12-15 |
| 4 | Kelli Arnold | EVP and CSO | 18,561 | $338.6K | $0 | 2 | 2025-05-23 |
| 5 | Thomas Signor | EVP and CAO | 17,116 | $312.2K | $0 | 3 | 2026-06-29 |
| 6 | Michael T. Keegan | Director | 13,000 | $237.1K | $0 | 1 | 2026-08-19 |
| 7 | Charles Seifert | Director | 5,150 | $93.9K | $0 | 1 | 2024-12-18 |
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.
PBFS Board & Officers
As of SEC filings through Aug 19, 2026Directors 5
- Edward Reinfurt · since Jul 17, 2019
- Eileen C Bagnoli · since Jul 17, 2019
- James K Reed · since Jul 17, 2019
- Stacy Hengsterman · since Jan 19, 2021
- Michael T. Keegan · since Jul 21, 2026
Officers 5
- Thomas E. Ratsep · EVP - Chief Credit Officer · since Oct 20, 2025
- Susan M Hollister · EVP and CHRO · since Jul 17, 2019
- Thomas Signor · EVP and CAO · since Jul 25, 2022
- Kelli Arnold · EVP and CSO · listed since May 2024
- Jesse Tomczak · EVP and CBO · listed since Dec 2025
Changes in the last 10 years (25)
| Jul 21, 2026 | Michael T. Keegan became a director |
| Dec 15, 2025 | Jesse Tomczak listed as EVP and CBO (previously EVP and CCEO) in SEC filings |
| Oct 20, 2025 | Thomas E. Ratsep became EVP - Chief Credit Officer |
| Jul 16, 2024 | Charles Seifert became a director |
| May 22, 2024 | Kelli Arnold listed as EVP and CSO (previously EVP) in SEC filings |
| Jul 31, 2023 | James Edward Murphy became EVP and CCO |
| Jul 25, 2022 | Thomas Signor became EVP and CAO |
| Jan 19, 2021 | Stacy Hengsterman became a director |
| Jan 19, 2021 | Kelli Arnold became EVP |
| Sep 25, 2020 | Robert James Nichols became EVP and CCO |
| Jul 17, 2019 | Thomas L Amell became a director |
| Jul 17, 2019 | Thomas L Amell became President and CEO |
| Jul 17, 2019 | Susan M Hollister became EVP and CHRO |
| Jul 17, 2019 | Shaun Mahoney became a director |
| Jul 17, 2019 | Patrick J Hughes became EVP and CFO |
| Jul 17, 2019 | Madeline Taylor became a director |
| Jul 17, 2019 | MHC Pioneer Bancorp became a 10% owner |
| Jul 17, 2019 | Laura A Mazzara became EVP and CRO |
| Jul 17, 2019 | Joseph A Fleming became EVP and CLO |
| Jul 17, 2019 | Jesse Tomczak became EVP and CCEO |
| Jul 17, 2019 | James K Reed became a director |
| Jul 17, 2019 | Frank C Sarratori became EVP, CAO, GC & Corp. Sec. |
| Jul 17, 2019 | Eileen C Bagnoli became a director |
| Jul 17, 2019 | Edward Reinfurt became a director |
| Jul 17, 2019 | Donald E Fane became a director |
Not reported recently (12)
- Charles Seifert · Last reported as a director in an SEC filing dated Dec 18, 2024
- Thomas L Amell · Last reported as a director in an SEC filing dated Nov 19, 2024
- Shaun Mahoney · Last reported as a director in an SEC filing dated Nov 19, 2024
- Madeline Taylor · Last reported as a director in an SEC filing dated May 22, 2024
- Patrick J Hughes · Last reported as EVP and CFO in an SEC filing dated May 22, 2024
- James Edward Murphy · Last reported as EVP and CCO in an SEC filing dated May 22, 2024
- Donald E Fane · Last reported as a director in an SEC filing dated Nov 16, 2021
- Robert James Nichols · Last reported as EVP and CCO in an SEC filing dated Oct 5, 2020
- MHC Pioneer Bancorp · Last reported as a 10% owner in an SEC filing dated Jul 17, 2019
- Joseph A Fleming · Last reported as EVP and CLO in an SEC filing dated Jul 17, 2019
- Laura A Mazzara · Last reported as EVP and CRO in an SEC filing dated Jul 17, 2019
- Frank C Sarratori · Last reported as EVP, CAO, GC & Corp. Sec. in an SEC filing dated Jul 17, 2019
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.
PBFS 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 | Tomczak Jesse | Officer | 5,395 | $76.7K | 2025-12-12 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
26 ETFs hold PBFS
25 shown · $21.58M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $6.2M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $4.9M | $74.2B | 2026-10-21 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $2.1M | — | 2026-09-30 |
| 4 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.8M | $13.9B | 2026-10-21 |
| 5 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.05% | $1.2M | — | 2026-06-30 |
| 6 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $1.2M | — | 2026-10-21 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.1M | — | 2026-09-30 |
| 8 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $961,171 | — | 2026-10-21 |
| 9 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $580,323 | — | 2026-10-21 |
| 10 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.05% | $580,198 | $1.2B | 2026-10-21 |
| 11 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $287,112 | — | 2026-10-21 |
| 12 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $188,352 | — | 2026-10-21 |
| 13 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $173,693 | — | 2026-09-30 |
| 14 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $94,396 | — | 2026-10-22 |
| 15 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $22,820 | — | 2026-10-21 |
| 16 | OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Invesco | 0.01% | $20,757 | — | 2026-10-21 |
| 17 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $20,308 | — | 2026-10-21 |
| 18 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $17,366 | $2.4B | 2026-10-21 |
| 19 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $13,284 | — | 2026-09-30 |
| 20 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.01% | $11,200 | — | 2026-10-22 |
| 21 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $8,551 | — | 2026-10-22 |
| 22 | MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Nport | 0.00% | $7,719 | — | 2026-05-31 |
| 23 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $5,683 | — | 2026-10-22 |
| 24 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $5,382 | $21.2B | 2026-10-21 |
| 25 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $239 | — | 2026-10-22 |
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.