PROLOGIS, INC.(PLD)
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.
PLD
$148.57
—
Snapshot
$148.57
- 52-Week Range
- $103.41 – $153.35
- YTD
- +15.13%
- IV Rank (30D)
- 9.97
- Straddle Price
- $8.30
- P/C Vol Ratio
- 0.37
- Market Cap
- $139.9B
Fair Value
MODEL: SHORT
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) | 4.58% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 9.19% |
| Volatility Risk Premium | +16.7pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 5.0% |
| Rev. Growth (YoY, DCF input) | +5.2% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $3.3B |
| Return on Equity (TTM) | 6.9% |
| Book / Price | 40.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 77.7% |
| FCF Margin (TTM) | 36.9% |
| Debt / Equity | 0.60 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +24.3% (reverse-DCF on current price) |
| SMA 50 | $142.99 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $141.40 |
| Bollinger Width / SMA20 | 5.9% (drives anchor stability) |
| Net Debt | $33.8B |
| Market Cap | $144B |
Peers used for multiples: DLR, O, VTR, WELL
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
30%
20-Day Fair Value
≈ by Aug 17, 2026
$149.87
α +0.1%
rank 28%
40-Day Fair Value
≈ by Sep 15, 2026
$142.66
α -4.8%
rank 28%
60-Day Fair Value
≈ by Oct 14, 2026
$144.20
α -3.7%
rank 28%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $26.75 | 17% | |
| DDM (Gordon) | $85.98 | 13% | |
| Peer P/E | $355.18 | 5% | median 84.8× · 4 peers |
| Peer EV/EBITDA | $119.80 | 5% | median 26.4× · 4 peers |
| Peer P/B | $188.07 | 5% | median 3.1× · 4 peers |
| Peer P/S | $103.03 | 5% | median 10.5× · 4 peers |
| Market Anchor (SMA50) | $142.99 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $161.68 | 17% | 27 strikes · skew +0.88 |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798)
- Exchange
- XNYS
- Market Cap
- $139.9B
Prologis was formed by the 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1.3 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $60 billion of third-party assets under management. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.
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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.86% | 23 |
| Feb | -1.87% | 23 |
| Mar | +2.49% | 23 |
| Apr | +2.19% | 23 |
| May | -1.09% | 23 |
| Jun | +3.64% | 23 |
| Jul | +4.61% | 23 |
| Aug | -0.59% | 22 |
| Sep | -0.61% | 23 |
| Oct | +0.99% | 23 |
| Nov | -1.36% | 23 |
| Dec | +11.98% | 23 |
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: $141.85
SMA 50: $143.18
SMA 200: $133.73
Current: $149.79
EMA 12: $144.01
EMA 26: $143.02
MACD: 0.9847 | Signal: 1.0746
BEARISH
ADX (14): 15.29
RANGE
+DI: 33.32
−DI: 16.22
Momentum Oscillators
RSI (14): 64.32
NEUTRAL
Stoch %K: 90.20
Stoch %D: 84.01
Williams %R: -19.51
Volume & Volatility
BB Upper: $148.80
BB Lower: $134.90
OVERBOUGHT
OBV: 8,668,564
Vol SMA 20: 4,166,697
Vol ROC: 65.70%
ATR: $3.48
True Range: $5.35
HV 20: 27.4%
HV 30: 28.1%
HV 60: 24.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
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
6 of 7 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-10-16 | Pre-Market | 4.14% | 3.30% | 0.80x | Within |
| 2025-01-21 | After-Close | 5.45% | 2.39% | 0.44x | Within |
| 2025-07-16 | Pre-Market | 3.46% | 1.52% | 0.44x | Within |
| 2025-10-15 | Pre-Market | 3.80% | 6.75% | 1.78x | Exceeded |
| 2026-01-21 | Pre-Market | 6.13% | 0.42% | 0.07x | Within |
| 2026-04-16 | Pre-Market | 3.54% | 0.99% | 0.28x | Within |
| 2026-07-16 | Pre-Market | 3.61% | 3.59% | 0.99x | Within |
Options Activity
- IV Rank (30D)
- 9.97
- IV Rank (7D)
- 100
- Avg IV
- 44.9%
- Straddle (30D)
- $8.30
- Straddle (7D)
- $3.12
- P/C Volume
- 0.37
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
—
—
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)
- 0.53
- Correlation (SPY)
- 29.8%
- R²
- 0.09
- Ann. Volatility
- 22.3%
- SPY Volatility
- 12.6%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 956,719,500 (as of 2026-03-31)
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.
33 filers$373.47M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $80.35M | 21.51% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $45.32M | 12.14% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $35.91M | 9.62% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $30.43M | 8.15% | 2026-03-31 |
| 5 | GROUP ONE TRADING LLC Custodian | $26.66M | 7.14% | 2026-03-31 |
| 6 | PEAK6 LLC | $26.46M | 7.09% | 2026-03-31 |
| 7 | Eisler Capital Management Ltd. | $22.50M | 6.02% | 2025-09-30 |
| 8 | UBS Group AG Custodian | $20.17M | 5.40% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $10.86M | 2.91% | 2025-09-30 |
| 10 | GOLDMAN SACHS GROUP INC Custodian | $9.82M | 2.63% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $7.36M | 1.97% | 2026-03-31 |
| 12 | Walleye Trading LLC | $6.78M | 1.82% | 2026-03-31 |
| 13 | ROYAL BANK OF CANADA Custodian | $6.61M | 1.77% | 2026-03-31 |
| 14 | Point72 Asset Management, L.P. | $6.60M | 1.77% | 2026-03-31 |
| 15 | Squarepoint Ops LLC | $5.39M | 1.44% | 2026-03-31 |
| 16 | Allianz Asset Management GmbH | $5.09M | 1.36% | 2026-03-31 |
| 17 | Qube Research & Technologies Ltd | $5.01M | 1.34% | 2026-03-31 |
| 18 | DigitalBridge Group, Inc. | $4.28M | 1.15% | 2026-03-31 |
| 19 | CenterStar Asset Management, LLC | $3.13M | 0.84% | 2026-03-31 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $2.89M | 0.78% | 2026-03-31 |
| 21 | Jefferies Financial Group Inc. | $2.35M | 0.63% | 2026-03-31 |
| 22 | CITIGROUP INC Custodian | $1.85M | 0.50% | 2026-03-31 |
| 23 | MILLENNIUM MANAGEMENT LLC Custodian | $1.52M | 0.41% | 2026-03-31 |
| 24 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.47M | 0.39% | 2026-03-31 |
| 25 | Parallax Volatility Advisers, L.P. | $865.71K | 0.23% | 2026-03-31 |
34 filers$298.36M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $44.82M | 15.02% | 2026-03-31 |
| 2 | Eisler Capital Management Ltd. | $30.70M | 10.29% | 2025-09-30 |
| 3 | GROUP ONE TRADING LLC Custodian | $27.10M | 9.08% | 2026-03-31 |
| 4 | BARCLAYS PLC Custodian | $27.03M | 9.06% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $18.04M | 6.05% | 2026-03-31 |
| 6 | CAPSTONE INVESTMENT ADVISORS, LLC | $15.68M | 5.25% | 2026-03-31 |
| 7 | GOLDMAN SACHS GROUP INC Custodian | $13.83M | 4.63% | 2026-03-31 |
| 8 | CITADEL ADVISORS LLC Custodian | $13.83M | 4.63% | 2026-03-31 |
| 9 | JANE STREET GROUP, LLC Custodian | $12.87M | 4.32% | 2026-03-31 |
| 10 | WOLVERINE TRADING, LLC Custodian | $12.86M | 4.31% | 2025-09-30 |
| 11 | Allianz Asset Management GmbH | $8.23M | 2.76% | 2026-03-31 |
| 12 | Walleye Trading LLC | $8.04M | 2.69% | 2026-03-31 |
| 13 | SIMPLEX TRADING, LLC Custodian | $7.94M | 2.66% | 2026-03-31 |
| 14 | Qube Research & Technologies Ltd | $5.76M | 1.93% | 2026-03-31 |
| 15 | UBS Group AG Custodian | $5.30M | 1.78% | 2026-03-31 |
| 16 | BNP PARIBAS FINANCIAL MARKETS Custodian | $5.29M | 1.77% | 2026-03-31 |
| 17 | JPMORGAN CHASE & CO Custodian | $5.15M | 1.73% | 2026-03-31 |
| 18 | TUDOR INVESTMENT CORP ET AL | $3.97M | 1.33% | 2026-03-31 |
| 19 | MILLENNIUM MANAGEMENT LLC Custodian | $3.87M | 1.30% | 2026-03-31 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $3.37M | 1.13% | 2026-03-31 |
| 21 | J. Goldman & Co LP | $3.30M | 1.11% | 2026-03-31 |
| 22 | Capula Management Ltd | $2.93M | 0.98% | 2026-03-31 |
| 23 | Parallax Volatility Advisers, L.P. | $2.84M | 0.95% | 2026-03-31 |
| 24 | CITIGROUP INC Custodian | $2.78M | 0.93% | 2026-03-31 |
| 25 | PEAK6 LLC | $2.62M | 0.88% | 2026-03-31 |
Insider Activity
Latest: 2026-07-16
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-16 | Timothy D Arndt | Chief Financial Officer | Grant (A) | +10,779 RSU | — | EDGAR | |
| 2026-07-16 | Deborah K Briones | Chief Legal Officer/GC | Grant (A) | +6,498 RSU | — | EDGAR | |
| 2026-07-16 | Damon Austin | Chief Development Officer | Grant (A) | +10,708 RSU | — | EDGAR | |
| 2026-07-16 | Trisha Burns | Chief Accounting Officer | Grant (A) | +694 RSU | — | EDGAR | |
| 2026-07-16 | Daniel Letter | Chief Executive Officer | Grant (A) | +21,671 RSU | — | EDGAR | |
| 2026-07-16 | Carter Andrus | Chief Operating Officer | Grant (A) | +10,119 RSU | — | EDGAR | |
| 2026-07-02 | Avid Modjtabai | Director | Grant (A) | +49 RSU | — | EDGAR | |
| 2026-07-02 | LYDIA H KENNARD | Director | Grant (A) | +49 RSU | — | EDGAR | |
| 2026-07-02 | CRISTINA GABRIELA BITA | Director | Grant (A) | +347 RSU | — | EDGAR | |
| 2026-07-02 | Olivier Piani | Director | Grant (A) | +49 RSU | — | EDGAR | |
| 2026-07-02 | James B. Connor | Director | Grant (A) | +49 RSU | — | EDGAR | |
| 2026-07-02 | GEORGE L FOTIADES | Director | Grant (A) | +900 RSU | — | EDGAR | |
| 2026-07-02 | Guy A Metcalfe | Director | Grant (A) | +272 RSU | — | EDGAR | |
| 2026-07-02 | DAVID P OCONNOR | Director | Grant (A) | +221 RSU | — | EDGAR | |
| 2026-07-02 | Sarah A Slusser | Director | Grant (A) | +31 RSU | — | 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 · @ $149.79
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 | T ROBERT BURKE | Director | 440,544 | $65.99M | -$12.34M | 12 | 2011-05-09 |
| 2 | WALTER C RAKOWICH | Co-Chief Executive Officer | 376,236 | $56.36M | -$22.90M | 36 | 2013-01-02 |
| 3 | K DANE BROOKSHER | Director | 374,541 | $56.10M | -$6.35M | 12 | 2008-05-13 |
| 4 | JOHN T JR ROBERTS | President, Private Capital | 344,140 | $51.55M | $1.18M | 4 | 2009-02-12 |
| 5 | JEFFREY H SCHWARTZ | Chairman and CEO | 246,977 | $36.99M | -$1.63M | 7 | 2008-02-14 |
| 6 | NELSON C RISING | Director | 220,517 | $33.03M | -$400.9K | 10 | 2008-05-13 |
| 7 | MICHAEL A COKE | CFO & Executive VP | 200,202 | $29.99M | -$5.81M | 8 | 2007-05-03 |
| 8 | WILLIAM E SULLIVAN | Chief Financial Officer | 165,862 | $24.84M | -$6.26M | 30 | 2012-05-14 |
| 9 | CARL B WEBB | Director | 119,786 | $17.94M | -$997.9K | 79 | 2025-05-09 |
| 10 | DAVID A COLE | Director | 99,392 | $14.89M | -$2.67M | 15 | 2011-05-09 |
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: 2026-07-16
? Form 144 Guide
Last 30d:
1 filing
· $7.5M notice value
· Last 90d:
2 filings
· $8.0M 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Moghadam Hamid (1, $7.5M) · TIMOTHY ARNDT (1, $535K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-16 | Moghadam Hamid | Officer, Director | 50,000 | $7.49M | 2026-07-16 | Wells Fargo Clearing Services | 10b5-1 | EDGAR |
| 2026-06-15 | TIMOTHY ARNDT | Officer | 3,597 | $535.0K | 2026-06-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-10-24 | James B. Connor | Director | 80,000 | $10.11M | 2025-10-24 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-09-03 | CRISTINA BITA | Director | 2,621 | $291.7K | 2025-09-03 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-08-26 | Lori Palazzolo | Officer | 25,000 | $2.78M | 2025-08-26 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-02-05 | Ghazal Joseph | Officer | 10,997 | $1.31M | 2025-02-05 | MORGAN STANLEY SMITH BARNEY LLC,… | — | EDGAR |
| 2024-08-23 | Ghazal Joseph | Officer | 5,200 | $671.2K | 2024-08-23 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-12-20 | James B. Connor | Director | 124,750 | $16.55M | 2023-12-20 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2023-11-28 | James B. Connor | Director | 68,100 | $7.63M | 2023-11-28 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2023-08-01 | FOTIADES GEORGE L | Director | 10,711 | $1.34M | 2023-07-31 | 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.
Recent SEC Filings
Latest: 2026-04-30
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-197916 | EDGAR |
| 2026-04-27 | 0001104659-26-049048 | EDGAR |
| 2026-04-23 | 0001104659-26-047277 | EDGAR |
| 2026-04-16 | 0001193125-26-157977 | EDGAR |
| 2026-03-31 | 0001193125-26-132661 | EDGAR |
| 2026-01-21 | 0001193125-26-017256 | EDGAR |
| 2025-12-05 | 0001193125-25-309628 | EDGAR |
| 2025-11-24 | 0001193125-25-292260 | EDGAR |
| 2025-10-27 | 0001104659-25-102272 | EDGAR |
| 2025-10-15 | 0001193125-25-239551 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0001193125-26-051453 | EDGAR |
| 2025-02-14 | 0000950170-25-021272 | EDGAR |
| 2024-02-13 | 0000950170-24-014539 | EDGAR |
| 2023-02-14 | 0001564590-23-001902 | EDGAR |
| 2022-02-09 | 0001564590-22-004436 | EDGAR |
| 2021-02-11 | 0001564590-21-005312 | EDGAR |
| 2020-02-11 | 0001564590-20-004096 | EDGAR |
| 2019-02-13 | 0001564590-19-002872 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-197850 | EDGAR |
| 2025-10-28 | 0001193125-25-253512 | EDGAR |
| 2025-07-30 | 0000950170-25-099770 | EDGAR |
| 2025-04-29 | 0000950170-25-060107 | EDGAR |
| 2024-10-25 | 0000950170-24-117407 | EDGAR |
| 2024-07-26 | 0000950170-24-086882 | EDGAR |
| 2024-04-25 | 0000950170-24-048421 | EDGAR |
| 2023-10-27 | 0000950170-23-055980 | EDGAR |
| 2023-07-26 | 0000950170-23-034768 | EDGAR |
| 2023-05-01 | 0000950170-23-015979 | 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 | 37.3 |
| P/B Ratio | 2.6 |
| P/S Ratio | 15.6 |
| EV/EBITDA | 32.6 |
| TTM Revenue | $8.9B |
| TTM Net Income | $3.7B |
| TTM EPS | $3.98 |
| ROE | 6.9% |
| Dividend Yield | 3.03% |
| Debt/Equity | 0.65 |