PHLT Performant Healthcare, Inc. Common Stock
XNAS 7.75 DelayedStock 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.
- Straddle Price
- $0.28
- P/C Vol Ratio
- 0.00
- Market Cap
- $0.6B
- Industry (SIC)
- SERVICES-MISCELLANEOUS BUSINESS SERVICES (7380) · industry map
- Exchange
- XNAS
- Market Cap
- $0.6B
- Employees
- 964
- List Date
- 2012-08-10
- CIK
- 0001550695
- Headquarters
- Plantation, FL
- Homepage
- https://www.performanthealthcare.com
Performant Healthcare Inc provides solutions to payers in the healthcare industry to identify, prevent, and recover waste and improper payments by leveraging technology, analytics, and proprietary data assets.
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.
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: PHLT
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers:
- Strong technical signals indicating potential reversal
- Negative beta (-0.30) suggests stock moves opposite to market
- Recent news sentiment is neutral, with no significant catalysts driving price movement
Primary Risks:
- Potential bearish momentum continuation if RSI and MACD continue to signal overbought conditions
- Volatility regime may be too high for investors seeking stable returns
Investment Thesis: Short-term technical signals suggest potential reversal, while medium-term risk assessment indicates a cautious approach.
Recent News Sentiment Impact: Neutral news headlines have not significantly impacted the stock price, as sentiment remains unchanged from recent trends.
Technical Analysis
Trend Direction:
- Short-term: Bearish (1-4 weeks)
- Medium-term: Neutral (1-3 months)
- Long-term: Bullish (3-12 months)
Support/Resistance Levels:
- SMA 20: $7.72
- SMA 50: $7.67
- SMA 200: $4.23
Momentum Signals:
- RSI (14): 71.31 (overbought)
- MACD: 0.07 / Signal: -0.02 / Histogram: 0.09 (bullish)
- Bollinger Bands: Price touching upper band = overbought
Volume Analysis:
- Volume SMA 20: 828778.05
- On-Balance Volume (OBV): 32991549.00
- Volume Rate of Change: 71.97%
News & Sentiment Analysis
Recent Headlines Summary:
- Neutral news headlines from various sources, with no significant catalysts driving price movement.
Sentiment Assessment:
- Aggregate news sentiment is neutral, with no clear bullish or bearish bias.
Catalyst Identification:
- No imminent earnings releases or product launches that could significantly impact the stock price.
Market Narrative:
- Technical signals are currently stronger than recent news headlines, which suggests a potential reversal in short-term trends.
Risk & Volatility Assessment
Risk & Volatility Assessment:
- Beta: -6.38 (vs SPY) - indicates strong inverse correlation with market
- Alpha: 5.11 - suggests higher return compared to benchmark
- Correlation: -0.30 - indicates negative relationship with market
- Stock Volatility: 2.19 - moderate volatility
Downside Protection:
- Support levels: SMA 20 ($7.72), SMA 50 ($7.67)
- Risk management considerations: position sizing, stop-loss levels
Market Context & Positioning
Sector Performance:
- Relative strength vs sector/market: neutral
Institutional Activity:
- Volume patterns suggesting institutional interest: high volume on recent days
Correlation Analysis:
- R-squared interpretation: -0.30 (inverse correlation)
Relative Valuation:
- Position within trading range: slightly above middle
Key Levels & Action Items
Critical Price Levels:
- Support levels: SMA 20 ($7.72), SMA 50 ($7.67)
- Resistance levels: SMA 200 ($4.23)
Breakout/Breakdown Levels:
- Short-term: $7.85 (breakout) or $7.55 (breakdown)
Time-Sensitive Catalysts:
- No imminent earnings releases or product launches that could significantly impact the stock price.
Risk Management:
- Stop-loss levels: $7.60
- Position sizing considerations: 50% allocation
Recommendations
- Short-term: Monitor short-term technical signals and adjust position sizing accordingly.
- Medium-term: Consider a cautious approach, given medium-term risk assessment indicating potential volatility regime.
- Long-term: Maintain long-term bullish outlook, but be prepared to adjust based on future market developments.
Note: This report is for informational purposes only and should not be considered investment advice.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2025-05-08 | Pre-Market | 32.89% | 1.32% | 0.04x | Within |
| 2025-08-01 | Pre-Market | 26.76% | 115.21% | 4.31x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
PHLT Options Activity & IV Rank
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
Estimated net dealer gamma is at the 50th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
PHLT Institutional Ownership (13F)
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.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
PHLT Insider Trading (Form 4)
Latest: 2025-10-22| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-10-22 | Eric Yanagi | Director | Mixed | −3,643,510 | — | EDGAR | |
| 2025-10-21 | William Dean Hansen | Director | Disp (D) | −464,115 | — | EDGAR | |
| 2025-10-21 | Lisa Im | Director | Disp (D) | −1,229,413 | — | EDGAR | |
| 2025-10-21 | James LaCamp | Director | Disp (D) | −417,220 | — | EDGAR | |
| 2025-10-21 | Shantanu Agrawal | Director | Disp (D) | −44,430 | — | EDGAR | |
| 2025-10-21 | Rohit Ramchandani | Chief Financial Officer | Disp (D) | −299,101 | — | EDGAR | |
| 2025-10-21 | Simeon Kohl | Chief Executive Officer | Disp (D) | −619,309 | — | EDGAR | |
| 2025-10-21 | Bradley M Fluegel | Director | Disp (D) | −477,610 | — | EDGAR | |
| 2025-08-20 | Simeon Kohl | Chief Executive Officer | Mixed | +55,906 | $7.61 | -$272.6K | EDGAR |
| 2025-08-20 | Rohit Ramchandani | Chief Financial Officer | Mixed | +27,209 | $7.61 | -$205.3K | EDGAR |
| 2025-08-15 | Rohit Ramchandani | Chief Financial Officer | Mixed | +7,796 | $7.61 | -$58.8K | EDGAR |
| 2025-08-15 | Simeon Kohl | Chief Executive Officer | Mixed | +12,342 | $7.61 | -$60.2K | EDGAR |
| 2025-08-14 | Simeon Kohl | Chief Executive Officer | Mixed | +31,757 | $7.62 | -$155.0K | EDGAR |
| 2025-08-14 | Rohit Ramchandani | Chief Financial Officer | Mixed | +10,781 | $7.61 | -$81.4K | EDGAR |
| 2025-08-13 | Simeon Kohl | Chief Executive Officer | Mixed | +49,377 | $7.63 | -$241.4K | EDGAR |
PHLT Board & Officers
As of SEC filings through Oct 22, 2025Changes in the last 10 years (35)
| Oct 22, 2025 | Eric Yanagi reported in an SEC filing no longer being a director |
| Oct 21, 2025 | William Dean Hansen reported in an SEC filing no longer being a director |
| Oct 21, 2025 | The company announced the departure of Lisa Im from the board in an SEC filing |
| Oct 21, 2025 | Simeon Kohl reported in an SEC filing no longer being a director |
| Oct 21, 2025 | Simeon Kohl reported in an SEC filing no longer being Chief Executive Officer |
| Oct 21, 2025 | Shantanu Agrawal reported in an SEC filing no longer being a director |
| Oct 21, 2025 | Rohit Ramchandani reported in an SEC filing no longer being Chief Financial Officer |
| Oct 21, 2025 | Lisa Im reported in an SEC filing no longer being a director |
| Oct 21, 2025 | James LaCamp reported in an SEC filing no longer being a director |
| Oct 21, 2025 | Bradley M Fluegel reported in an SEC filing no longer being a director |
| Dec 11, 2024 | Lisa Im no longer listed as Chief Executive Officer in SEC filings |
| Dec 11, 2024 | Lisa Im first listed as a director in an SEC filing |
| Mar 1, 2024 | Shantanu Agrawal became a director |
| May 9, 2023 | Simeon Kohl listed as Chief Executive Officer (previously President) in SEC filings |
| May 9, 2023 | Simeon Kohl first listed as a director in an SEC filing |
| May 5, 2023 | Rohit Ramchandani became Chief Financial Officer |
| May 17, 2022 | Simeon Kohl listed as President (previously Vice President of Healthcare) in SEC filings |
| Mar 18, 2022 | ECMC Group, Inc. reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2021 | Pcp Managers, L.p. reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2021 | Pcp Managers Gp, LLC reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2021 | Parthenon Investors II. L.p. reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2021 | Parthenon Dcs Holdings, LLC reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2021 | PCap Partners II, LLC reported in an SEC filing no longer being a 10% owner |
| Sep 8, 2021 | PCap II, LLC reported in an SEC filing no longer being a 10% owner |
| May 5, 2020 | Eric Yanagi became a director |
| Nov 15, 2019 | James LaCamp became a director |
| Jun 14, 2019 | Prescott Group Capital Management, L.l.c. became a 10% owner |
| Jun 14, 2019 | Prescott Group Aggressive Small Cap Master Fund Gp became a 10% owner |
| Jun 14, 2019 | Prescott Group Aggressive Small Cap LP became a 10% owner |
| Jun 14, 2019 | Prescott Group Aggressive Small Cap II LP became a 10% owner |
| Jun 14, 2019 | Phil Frohlich became a 10% owner |
| May 15, 2019 | ECMC Group, Inc. became a 10% owner |
| Mar 7, 2018 | Jeffrey Haughton listed as President and Chief Operating Officer (previously Chief Operating Officer) in SEC filings |
| Apr 6, 2017 | Simeon Kohl became Vice President of Healthcare |
| Apr 6, 2017 | Ian Johnston became Vice President and Chief Accounting Officer |
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Not reported recently (11)
- Ian Johnston · Last reported as Vice President and Chief Accounting Officer in an SEC filing dated Sep 11, 2023
- Prescott Group Aggressive Small Cap II LP · Last reported as a 10% owner in an SEC filing dated May 12, 2023
- Prescott Group Aggressive Small Cap Master Fund Gp · Last reported as a 10% owner in an SEC filing dated May 12, 2023
- Phil Frohlich · Last reported as a 10% owner in an SEC filing dated May 12, 2023
- Prescott Group Capital Management, L.l.c. · Last reported as a 10% owner in an SEC filing dated May 12, 2023
- Prescott Group Aggressive Small Cap LP · Last reported as a 10% owner in an SEC filing dated May 12, 2023
- Harold Leach Jr · Last reported as Chief Compliance Officer in an SEC filing dated Aug 17, 2021
- Jeffrey Haughton · Last reported as President and Chief Operating Officer in an SEC filing dated Jul 17, 2018
- Todd R Ford · Last reported as a director in an SEC filing dated Jun 25, 2018
- Bruce Edward Hansen · Last reported as a director in an SEC filing dated Jun 25, 2018
- Hakan Orvell · Last reported as Chief Financial Officer in an SEC filing dated Apr 10, 2017
PHLT Proposed Insider Sales (Form 144)
Latest: 2025-06-03What 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 |
|---|---|---|---|---|---|---|---|---|
| 2025-06-03 | Im Lisa | Director | 180,867 | $587.8K | 2025-06-03 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-12-10 | Im Lisa | Director | 6,154 | $20.1K | 2024-12-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
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.
- 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.
- 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.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.