Performance Food Group Company(PFGC)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
PFGC
$110.31
—
Snapshot
$110.31
After hours
$110.31
+0.00%
- 52-Week Range
- $80.82 – $116.42
- YTD
- +25.28%
- IV Rank (30D)
- 22.61
- Straddle Price
- $8.90
- P/C Vol Ratio
- 71.36
- Market Cap
- $17.5B
Fair Value
+50.0% vs price
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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 8.53% |
| Volatility Risk Premium | +23.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 25.4% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 4.2% |
| Book / Price | 27.1% |
| Gross Margin (TTM) | 11.9% |
| FCF Margin (TTM) | 2.3% |
| Debt / Equity | 1.40 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +7.8% (reverse-DCF on current price) |
| SMA 50 | $103.61 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $111.66 |
| Bollinger Width / SMA20 | 6.8% (drives anchor stability) |
| Net Debt | $6.6B |
| Market Cap | $17B |
Peers used for multiples: CASY, CBOE, GE, IDXX, LRCX, PG, USFD, V
Blended Fair Value
$337.41
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $82.95 | 13% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $49.70 | 6% | median 38.3× · 8 peers |
| Peer EV/EBITDA | $132.40 | 8% | median 22.8× · 8 peers |
| Peer P/B | $407.80 | 10% | median 13.5× · 8 peers |
| Peer P/S | $2126.98 | 10% | median 6.5× · 8 peers |
| Market Anchor (SMA50) | $103.61 | 52% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- WHOLESALE-GROCERIES, GENERAL LINE (5141)
- Exchange
- XNYS
- Market Cap
- $17.5B
Performance Food Group is one of the largest foodservice distributors in the US, with sales of more than $63 billion in fiscal 2025. It sells and distributes food and nonfood products through its foodservice segment, which serves restaurants and institutions, accounting for 53% of sales. PFG also wholesales and distributes products to convenience stores (39%) and through its specialty segment (8% of sales), which serves customers such as vending operators, office coffee service providers, and theaters. The firm's platform spans 250,000 products offered to 300,000 customer locations, supported …
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 | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.75% | 11 |
| Feb | +2.62% | 11 |
| Mar | -6.04% | 11 |
| Apr | +5.99% | 11 |
| May | -0.86% | 11 |
| Jun | +3.73% | 11 |
| Jul | +3.26% | 11 |
| Aug | +4.37% | 10 |
| Sep | -2.61% | 10 |
| Oct | +0.49% | 11 |
| Nov | +6.44% | 11 |
| Dec | +3.53% | 11 |
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: $111.82
SMA 50: $103.92
SMA 200: $95.73
Current: $109.61
EMA 12: $110.99
EMA 26: $109.10
MACD: 1.8857 | Signal: -0.8783
BULLISH
ADX (14): 27.65
TREND
+DI: 20.03
−DI: 18.55
Momentum Oscillators
RSI (14): 51.84
NEUTRAL
Stoch %K: 23.56
Stoch %D: 21.46
Williams %R: -84.01
Volume & Volatility
BB Upper: $115.46
BB Lower: $108.18
NEUTRAL
OBV: 62,881,711
Vol SMA 20: 1,703,228
Vol ROC: -26.23%
ATR: $2.93
True Range: $3.05
HV 20: 26.4%
HV 30: 24.8%
HV 60: 27.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-24T00:00:00 – 2026-07-22T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-14 | Pre-Market | 6.86% | 7.71% | 1.12x | Exceeded |
| 2024-11-06 | Pre-Market | 8.26% | 6.43% | 0.78x | Within |
| 2025-02-05 | Pre-Market | 6.48% | 2.64% | 0.41x | Within |
| 2025-05-07 | Pre-Market | 7.65% | 2.52% | 0.33x | Within |
| 2025-08-13 | Pre-Market | 6.10% | 2.96% | 0.49x | Within |
| 2025-11-05 | Pre-Market | 9.52% | 1.19% | 0.12x | Within |
| 2026-02-04 | Pre-Market | 7.06% | 6.81% | 0.96x | Within |
| 2026-05-06 | Pre-Market | 8.29% | 6.88% | 0.83x | Within |
Options Activity
- IV Rank (30D)
- 22.61
- IV Rank (7D)
- 22.61
- Avg IV
- 50.9%
- Straddle (30D)
- $8.90
- Straddle (7D)
- $8.90
- P/C Volume
- 71.36
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
- Beta (1Y vs SPY)
- 0.44
- Correlation (SPY)
- 19.7%
- R²
- 0.04
- Ann. Volatility
- 28.6%
- SPY Volatility
- 12.7%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 156,425,000 (as of 2026-03-28)
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.
14 filers$75.87M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $51.40M | 67.74% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $4.33M | 5.70% | 2026-03-31 |
| 3 | Squarepoint Ops LLC | $3.79M | 5.00% | 2026-03-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $3.73M | 4.92% | 2026-03-31 |
| 5 | JANE STREET GROUP, LLC Custodian | $3.34M | 4.40% | 2026-03-31 |
| 6 | ROYAL BANK OF CANADA Custodian | $2.14M | 2.82% | 2026-03-31 |
| 7 | WOLVERINE TRADING, LLC Custodian | $1.64M | 2.16% | 2025-09-30 |
| 8 | SIMPLEX TRADING, LLC Custodian | $1.58M | 2.09% | 2026-03-31 |
| 9 | CenterStar Asset Management, LLC | $1.46M | 1.92% | 2026-03-31 |
| 10 | IMC-Chicago, LLC Custodian | $1.07M | 1.41% | 2026-03-31 |
| 11 | TWO SIGMA INVESTMENTS, LP | $565.36K | 0.75% | 2026-03-31 |
| 12 | Walleye Capital LLC | $351.21K | 0.46% | 2026-03-31 |
| 13 | Walleye Trading LLC | $239.85K | 0.32% | 2026-03-31 |
| 14 | GROUP ONE TRADING LLC Custodian | $231.28K | 0.30% | 2026-03-31 |
14 filers$41.65M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $14.76M | 35.44% | 2026-03-31 |
| 2 | Flat Footed LLC | $8.57M | 20.57% | 2026-03-31 |
| 3 | BRANT POINT INVESTMENT MANAGEMENT LLC | $5.14M | 12.34% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $3.18M | 7.63% | 2026-03-31 |
| 5 | CITADEL ADVISORS LLC Custodian | $2.48M | 5.96% | 2026-03-31 |
| 6 | SIMPLEX TRADING, LLC Custodian | $2.21M | 5.31% | 2026-03-31 |
| 7 | ROYAL BANK OF CANADA Custodian | $1.28M | 3.09% | 2026-03-31 |
| 8 | GROUP ONE TRADING LLC Custodian | $1.13M | 2.71% | 2026-03-31 |
| 9 | Squarepoint Ops LLC | $1.06M | 2.55% | 2026-03-31 |
| 10 | TWO SIGMA INVESTMENTS, LP | $950.83K | 2.28% | 2026-03-31 |
| 11 | WOLVERINE TRADING, LLC Custodian | $427.30K | 1.03% | 2025-09-30 |
| 12 | IMC-Chicago, LLC Custodian | $394.04K | 0.95% | 2026-03-31 |
| 13 | Walleye Capital LLC | $51.40K | 0.12% | 2026-03-31 |
| 14 | Walleye Trading LLC | $8.57K | 0.02% | 2026-03-31 |
Insider Activity
Latest: 2026-07-17
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-17 | GEORGE L HOLM | See Remarks | Mixed | — | $69.68 | -$2.85M | EDGAR |
| 2026-07-02 | GEORGE L HOLM | See Remarks | Mixed | — | $69.44 | -$2.83M | EDGAR |
| 2026-06-29 | ERIKA T DAVIS | See Remarks | Sell (S) | −2,595 | $110.00 | -$285.4K | EDGAR |
| 2026-06-22 | GEORGE L HOLM | See Remarks | Mixed | — | $65.38 | -$2.56M | EDGAR |
| 2026-06-15 | A BRENT KING | See Remarks | Sell (S) | −6,111 | $105.00 | -$641.7K | EDGAR |
| 2026-06-15 | ERIKA T DAVIS | See Remarks | Sell (S) | −1,750 | $105.00 | -$183.8K | EDGAR |
| 2026-06-10 | A BRENT KING | See Remarks | Sell (S) | −6,840 | $100.00 | -$684.0K | EDGAR |
| 2026-06-05 | GEORGE L HOLM | See Remarks | Mixed | — | $60.65 | -$2.25M | EDGAR |
| 2026-06-02 | A BRENT KING | See Remarks | Sell (S) | −5,641 | $96.63 | -$545.1K | EDGAR |
| 2026-05-28 | ERIKA T DAVIS | See Remarks | Sell (S) | −1,750 | $95.00 | -$166.2K | EDGAR |
| 2026-05-22 | GEORGE L HOLM | See Remarks | Mixed | — | $60.63 | -$2.25M | EDGAR |
| 2026-05-21 | Kimberly Grant | Director | Sell (S) | −2,500 | $95.00 | -$237.5K | EDGAR |
| 2026-05-13 | Hugh Patrick Hatcher | See Remarks | Sell (S) | −3,000 | $94.54 | -$283.6K | EDGAR |
| 2026-02-11 | Chasity D Grosh | See Remarks | Sell (S) | −1,843 | $92.03 | -$169.6K | EDGAR |
| 2026-01-05 | Scott E McPherson | See Remarks | Mixed | +7,263 | $89.92 | -$46.9K | 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
43 insiders · @ $109.61
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 | WELLSPRING CAPITAL PARTNERS IV L P | 10%+ Owner | 16,272,914 | $1.78B | -$23.93M | 1 | 2015-10-08 |
| 2 | WCM GenPar IV, L.P. | 10%+ Owner | 11,272,914 | $1.24B | -$423.75M | 1 | 2017-09-18 |
| 3 | Blackstone Holdings III GP L.P. | 10%+ Owner | 6,504,942 | $713.04M | -$1.63B | 1 | 2016-05-26 |
| 4 | WCM GenPar IV GP, LLC | 10%+ Owner | 6,272,914 | $687.61M | -$420.48M | 1 | 2017-11-24 |
| 5 | Blackstone Participation Partnership V L.P. | 10%+ Owner | 3,652,697 | $400.39M | -$4.44B | 2 | 2017-01-18 |
| 6 | Sachem Head Capital Management LP | 3,352,078 | $367.44M | $0 | 1 | 2025-11-21 | |
| 7 | GEORGE L HOLM | See Remarks | 2,209,205 | $242.16M | -$74.26M | 68 | 2026-07-17 |
| 8 | Blackstone Family Investment Partnership V L.P. | 10%+ Owner | 496,893 | $54.47M | -$367.84M | 1 | 2016-06-01 |
| 9 | Blackstone Holdings III GP Management L.L.C. | 10%+ Owner | 356,409 | $39.07M | -$3.22B | 4 | 2017-01-18 |
| 10 | BMA V L.L.C. | 10%+ Owner | 325,740 | $35.71M | -$3.38B | 1 | 2017-05-22 |
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: 2026-06-26
? Form 144 Guide
Last 30d:
1 filing
· $278K notice value
· Last 90d:
10 filings
· $21.4M notice value
· 5 unique filers
· 90% 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:
GEORGE HOLM (1, $18.4M) · BRENT KING (4, $1.9M) · ERIKA DAVIS (3, $625K) · HUGH P. HATCHER (1, $282K) · KIMBERLY S GRANT (1, $238K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-26 | ERIKA DAVIS | Officer | 2,595 | $278.4K | 2026-06-26 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-12 | BRENT KING | Officer | 6,111 | $635.9K | 2026-06-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-12 | ERIKA DAVIS | Officer | 1,750 | $182.1K | 2026-06-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-10 | BRENT KING | Officer | 3,518 | $351.0K | 2026-06-10 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-09 | BRENT KING | Officer | 3,322 | $323.5K | 2026-06-09 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-01 | BRENT KING | Officer | 5,641 | $553.9K | 2026-06-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-27 | ERIKA DAVIS | Officer | 1,750 | $164.3K | 2026-05-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-21 | GEORGE HOLM | Director, Officer | 194,131 | $18.37M | 2026-05-21 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-20 | KIMBERLY S GRANT | Director | 2,500 | $237.5K | 2026-05-20 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-12 | HUGH P. HATCHER | Officer | 3,000 | $282.2K | 2026-05-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001193125-26-207521 | EDGAR |
| 2026-02-19 | 0001193125-26-059455 | EDGAR |
| 2026-02-09 | 0001193125-26-041923 | EDGAR |
| 2026-02-09 | 0001193125-26-043019 | EDGAR |
| 2026-02-04 | 0001193125-26-036704 | EDGAR |
| 2025-12-18 | 0001193125-25-323612 | EDGAR |
| 2025-11-24 | 0001193125-25-291981 | EDGAR |
| 2025-11-19 | 0001193125-25-288162 | EDGAR |
| 2025-11-05 | 0001193125-25-265687 | EDGAR |
| 2025-09-23 | 0001193125-25-213333 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-08-13 | 0001618673-25-000012 | EDGAR |
| 2024-08-14 | 0000950170-24-097033 | EDGAR |
| 2023-08-16 | 0000950170-23-043011 | EDGAR |
| 2022-08-19 | 0000950170-22-017624 | EDGAR |
| 2021-08-24 | 0001564590-21-045434 | EDGAR |
| 2020-08-18 | 0001564590-20-040455 | EDGAR |
| 2019-08-16 | 0001564590-19-032384 | EDGAR |
| 2018-08-16 | 0001564590-18-021907 | EDGAR |
| 2017-08-25 | 0001193125-17-267515 | EDGAR |
| 2016-08-30 | 0001193125-16-696928 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001193125-26-209011 | EDGAR |
| 2026-02-04 | 0001193125-26-037614 | EDGAR |
| 2025-11-05 | 0001193125-25-266975 | EDGAR |
| 2025-05-07 | 0000950170-25-065695 | EDGAR |
| 2025-02-05 | 0000950170-25-014484 | EDGAR |
| 2024-11-06 | 0000950170-24-122325 | EDGAR |
| 2024-05-08 | 0000950170-24-055773 | EDGAR |
| 2024-02-07 | 0000950170-24-012248 | EDGAR |
| 2023-11-08 | 0000950170-23-061166 | EDGAR |
| 2023-05-11 | 0000950170-23-021032 | EDGAR |
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 | 87.5 |
| P/B Ratio | 3.7 |
| P/S Ratio | 0.3 |
| EV/EBITDA | 20.8 |
| TTM Revenue | $49.8B |
| TTM Net Income | $0.2B |
| TTM EPS | $1.26 |
| ROE | 4.2% |
| Debt/Equity | 1.46 |