PTHS Pelthos Therapeutics Inc.

XASE
Find condors

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.

PTHS — —
Key stats
About
Industry (SIC)
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836) · industry map
Exchange
XASE
Market Cap
$0.0B
Employees
92
List Date
2024-02-16
CIK
0001919246
Next Earnings
2026-11-12 (Pre-Market)
EPS Forecast
($3.08)
Headquarters
Durham, NC
Homepage
https://www.pelthos.com

Pelthos Therapeutics Inc is a biopharmaceutical company committed to commercializing safe and efficacious therapeutic products to help patients with unmet treatment burdens. The Company currently has three U.S. Food and Drug Administration (FDA) approved products in its commercial portfolio, in various stages of commercialization, including ZELSUVMITM, XEPI, and XEGLYZE. The company operates in two reporting segments: the sale, promotion, and commercialization of approved commercial products, the Commercial Operations segment, and research and development activities related to developing a nov…

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
'25'26Avg
Jan---18.44%-18.44%
Feb--4.19%4.19%
Mar---13.04%-13.04%
Apr--17.37%17.37%
May--5.88%5.88%
Jun--7.86%7.86%
Jul28.18%4.26%16.22%
Aug13.40%-10.28%1.56%
Sep24.67%-15.35%4.66%
Oct22.22%-53.81%-15.80%
Nov-16.98%-17.36%*-17.17%
Dec17.16%--17.16%
Total115.43%-70.06%22.68%
* Only 2 year(s) of data available.
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: $15.96
SMA 50: $19.76
SMA 200: $23.86
Current: $9.52
EMA 12: $12.82
EMA 26: $15.91
MACD: -3.0892 | Signal: -0.6695
BEARISH
ADX (14): 37.42
TREND
+DI: 11.34
−DI: 36.01

Momentum Oscillators

RSI (14): 27.97
OVERSOLD
Stoch %K: 5.43
Stoch %D: 9.84
Williams %R: -95.74

Volume & Volatility

BB Upper: $24.43
BB Lower: $7.49
NEUTRAL
OBV: 2,102,745
Vol SMA 20: 69,764
Vol ROC: -75.70%
ATR: $2.00
True Range: $1.87
HV 20: 232.1%
HV 30: 190.7%
HV 60: 142.7%

Data Summary

Data Points: 338
Last Updated:
Date Range: 2025-07-02T00:00:00 – 2026-11-05T00:00:00
AI Analysis

LLM Stock Analysis Report: PTHS

Executive Summary

Overall assessment: NEUTRAL with confidence level (6)

Key drivers and primary risks:

  • Technical trend direction indicates a short-term uptrend, while medium-term momentum signals are mixed.
  • Recent news headlines highlight positive developments, which support the stock's recent gains.
  • Risk metrics indicate low volatility, suggesting potential for further price movements.

Investment thesis: PTHS may continue its short-term upward trajectory, potentially driven by continued positive news and technical momentum. However, caution is advised due to medium-term mixed signals and limited earnings information available.

Recent news sentiment impact: The stock's recent price movement has been influenced by the positive news headlines, particularly the acquisition of Xeglyze and the expansion of its board of directors.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Uptrend, Medium-term (1-3 months) - Mixed signals, Long-term (3-12 months) - Neutral

Support/Resistance Levels: Key price levels from moving averages and technical patterns: + SMA 20: $26.18 + EMA 12: $26.62 + Upper Bollinger Band: $28.07

Momentum Signals:

  • RSI interpretation (neutral): 58.99, indicating neither oversold nor overbought.
  • MACD signal (bullish): 0.85 / Signal: -0.03 / Histogram: 0.88.
  • Bollinger Bands position (neutral): Price touching the upper band.

Volume Analysis: Volume trends and institutional interest signals: + Volume SMA 20: 24554.30 + On-Balance Volume (OBV): 2392202.54 + Volume Rate of Change: 27.32%

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles:

  1. Positive developments in the company's product pipeline and partnerships.
  2. Expansion of board members with relevant expertise.

Sentiment Assessment: Aggregate news sentiment (positive): 8/10

Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes: + Earnings Report: None available + Product Launches: No recent announcements

Risk & Volatility Assessment

Beta Interpretation: Risk relative to market (beta <1.2 = low risk): 0.62

Volatility Regime: Current vs historical volatility levels:

  • Stock Volatility: 1.33 (low)
  • Historical Volatility: HV20 42.3%, HV30 39.8%, HV60 68.9% (medium-high)

Options Market Signals: IV rank, put/call ratios, unusual activity: + No options data available

Downside Protection: Support levels and risk management considerations:

  • SMA 20: $26.18
  • EMA 12: $26.62
  • Upper Bollinger Band: $28.07

Market Context & Positioning

Sector Performance: Relative strength vs sector/market: + No specific sector data available

Institutional Activity: Volume patterns suggesting institutional interest signals:

  • On-Balance Volume (OBV): 2392202.54
  • Volume Rate of Change: 27.32%

Correlation Analysis: How stock moves relative to market (R-squared interpretation): + No specific correlation data available

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor:

  • SMA 20: $26.18
  • EMA 12: $26.62
  • Upper Bollinger Band: $28.07

Breakout/Breakdown Levels: Technical levels that could trigger significant moves:

  • No specific breakout/breakdown levels identified

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches: + No earnings or product launch announcements available

Risk Management: Stop-loss levels and position sizing considerations:

  • SMA 20: $26.18 (stop-loss)
  • EMA 12: $26.62 (position sizing)

This comprehensive analysis provides a nuanced view of PTHS's technical, fundamental, and market dynamics. While the stock has shown positive momentum in recent weeks, caution is advised due to mixed medium-term signals and limited earnings information available.

Generated
News
All PTHS news →

PTHS Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.8255
Alpha: -103.02%
Correlation: 0.1209
R-Squared: 1.5%
Stock Volatility: 92.2%
Market Volatility: 13.5%

Analysis Details

Benchmark: SPY
Data Points: 249
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own PTHS
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$425K
0.00%
#4662 of 6285new13F

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

PTHS Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

25 filers1,398,383 shares$39.71M value
# Filer Shares Value % of Total % of Float Period
1 AIGH Capital Management LLC 329,098 $9.30M 23.42% — 2026-06-30
2 Murchinson Ltd. 304,302 $8.60M 21.66% — 2026-06-30
3 Ikarian Capital, LLC 256,598 $7.25M 18.26% — 2026-06-30
4 BOOTHBAY FUND MANAGEMENT, LLC 101,976 $2.88M 7.26% — 2026-06-30
5 Vanguard Capital Management LLC 97,134 $2.75M 6.91% — 2026-06-30
6 Vanguard Group Inc Custodian 75,020 $2.33M 5.86% — 2025-12-31
7 CANTOR FITZGERALD, L. P. 38,123 $1.08M 2.71% — 2026-06-30
8 J. Goldman & Co LP 38,075 $1.08M 2.71% — 2026-06-30
9 DIADEMA PARTNERS LP 24,773 $700.09K 1.76% — 2026-06-30
10 WEXFORD CAPITAL LP 22,364 $632.01K 1.59% — 2026-06-30
11 Knott David M Jr 22,073 $623.78K 1.57% — 2026-06-30
12 Citadel Advisors LLC Custodian 15,046 $425.20K 1.07% — 2026-06-30
13 Geode Capital Management, LLC Custodian 14,650 $414.01K 1.04% — 2026-06-30
14 Pale Fire Capital SE 12,919 $365.09K 0.92% — 2026-06-30
15 1492 Capital Management LLC 10,380 $293.34K 0.74% — 2026-06-30
16 Vanguard Fiduciary Trust Co 9,873 $279.01K 0.70% — 2026-06-30
17 State Street Corp 9,800 $276.95K 0.70% — 2026-06-30
18 Persistent Asset Partners Ltd 6,007 $169.76K 0.43% — 2026-06-30
19 BlackRock, Inc. Custodian 5,324 $150.46K 0.38% — 2026-06-30
20 UBS Group AG Custodian 2,217 $62.65K 0.16% — 2026-06-30
21 China Universal Asset Management Co., Ltd. 2,360 $49.37K 0.12% — 2026-09-30
22 Tower Research Capital LLC (TRC) Custodian 205 $5.79K 0.01% — 2026-06-30
23 Farther Finance Advisors, LLC Custodian 40 $840 <0.01% — 2026-09-30
24 Barclays PLC Custodian 20 $565 <0.01% — 2026-06-30
25 Royal Bank of Canada Custodian 6 $0 0.00% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

PTHS Insider Trading (Form 4)

Latest: 2026-10-06
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
2026-10-06 Ezra M Friedberg Director Sell (S) −558 $20.72 -$11.6K EDGAR
2026-10-06 Peter Greenleaf Director Sell (S) −797 $21.17 -$16.9K EDGAR
2026-10-06 Matthew Pauls Director Sell (S) −786 $21.00 -$16.5K EDGAR
2026-07-07 Matthew Pauls Director Sell (S) −786 $26.16 -$20.6K EDGAR
2026-07-07 Peter Greenleaf Director Sell (S) −797 $26.13 -$20.8K EDGAR
2026-07-07 Ezra M Friedberg Director Sell (S) −558 $26.09 -$14.6K EDGAR
2026-06-17 Ezra M Friedberg Director Sell (S) −283 $27.29 -$7.7K EDGAR
2026-06-15 Todd C Davis Director Buy (P) +35,948 $27.82 $1000.0K EDGAR
2026-05-26 Knuettel Francis II CFO, Treas & Secty Mixed −15,447 $26.84 -$40.3K EDGAR
2026-05-18 Ezra M Friedberg Director Tax (F) −144 $27.01 -$3.9K EDGAR
2026-04-06 Matthew Pauls Director Sell (S) −786 $20.92 -$16.4K EDGAR
2026-04-06 Ezra M Friedberg Director Sell (S) −558 $20.92 -$11.7K EDGAR
2026-04-06 Richard Malamut Director Sell (S) −590 $20.92 -$12.3K EDGAR
2026-04-06 Peter Greenleaf Director Sell (S) −797 $20.92 -$16.7K EDGAR
2026-04-01 Richard Malamut Director Award (A) +28,012 — 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.

PTHS Insider Holdings

10 insiders · @ $9.52
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 Todd C Davis Director 1,575,834 $15.00M $1000.0K 3 2026-06-15
2 Ezra M Friedberg Director 120,484 $1.15M -$325.8K 8 2026-10-06
3 Scott M. Plesha CEO and President 83,678 $796.6K $0 2 2026-04-01
4 Knuettel Francis II CFO, Treas & Secty 30,841 $293.6K -$40.3K 3 2026-05-26
5 Sai Rangarao Chief Commercial Officer 30,518 $290.5K $0 2 2026-04-01
6 Richard Malamut Director 28,742 $273.6K -$12.3K 3 2026-04-06
7 Peter Greenleaf Director 23,087 $219.8K -$54.4K 5 2026-10-06
8 Richard B Baxter Director 19,108 $181.9K $0 2 2026-04-01
9 Matthew Pauls Director 13,578 $129.3K -$53.5K 6 2026-10-06
10 Andrew J. Einhorn Director 12,000 $114.2K $0 1 2025-12-29
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.

PTHS Board & Officers

As of SEC filings through Oct 6, 2026

Directors 9

Officers 3

10% owners 1

Changes in the last 10 years (28)
May 26, 2026Knuettel Francis II reported in an SEC filing no longer being CFO, Treas & Secty
Apr 10, 2026John M. Gay became Chief Financial Officer
Dec 23, 2025Andrew J. Einhorn became a director
Nov 10, 2025Ligand Pharmaceuticals Inc first listed as a director in an SEC filing
Jul 7, 2025Todd C Davis no longer listed as a 10% owner in SEC filings
Jul 7, 2025Knuettel Francis II listed as CFO, Treas & Secty (previously CEO, Pres., CFO, Treas & Secty) in SEC filings
Jul 3, 2025Todd C Davis first listed as a 10% owner in an SEC filing
Jul 2, 2025Scott M. Plesha became a director
Jul 2, 2025Scott M. Plesha became CEO and President
Jul 2, 2025Sai Rangarao became Chief Commercial Officer
Jul 1, 2025Richard B Baxter became a director
Jul 1, 2025Peter Greenleaf became a director
Jul 1, 2025Matthew Pauls became a director
Jul 1, 2025Ligand Pharmaceuticals Inc became a 10% owner
Jun 18, 2024Knuettel Francis II listed as CEO, Pres., CFO, Treas & Secty (previously Interim CEO, CFO, Treas & Sec) in SEC filings
Feb 23, 2024Ezra M Friedberg no longer listed as a 10% owner in SEC filings
Feb 15, 2024Todd C Davis became a director
Feb 15, 2024Richard Malamut became a director
Feb 15, 2024Motif Pharmaceuticals Ltd. became a 10% owner
Feb 15, 2024Knuettel Francis II became Interim CEO, CFO, Treas & Sec
Not reported recently (7)
  • Chia-Lin Simmons · Last reported as a director in an SEC filing dated Apr 15, 2025
  • Eric Lang · Last reported as Chief Medical Officer in an SEC filing dated Jun 18, 2024
  • Boswell Prayer Ltd. · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
  • Motif Pharmaceuticals Ltd. · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
  • Aperture Healthcare Ventures Ltd. · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
  • AME Equities LLC · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
  • Balmoral Financial Group LLC · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
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.

PTHS Proposed Insider Sales (Form 144)

Latest: 2026-05-22
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
2026-05-22 Francis Knuettel II Officer 1,720 $46.6K 2026-05-22 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).
Recent SEC Filings
Latest: 2026-10-30
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-10-30 0001104659-26-120457 EDGAR
2026-10-01 0001919246-26-000125 EDGAR
2026-08-13 0001919246-26-000112 EDGAR
2026-08-13 0001919246-26-000110 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-08-13 0001919246-26-000113 EDGAR
ETF Holders
3 ETFs hold PTHS
3 shown · $2.02M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $1.6M — 2026-09-30
2 VXF Vanguard Extended Market ETF Vanguard 0.00% $338,849 — 2026-09-30
3 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.00% $45,969 $1.2B 2026-11-04
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.