Roivant Sciences Ltd. Common Shares(ROIV)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

ROIV iron condor setups ROIV expected move ROIV IV rank history

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.

ROIV $35.13 —
Snapshot
$35.13
52-Week Range
$10.71 – $35.90
YTD
+60.19%
IV Rank (30D)
23.77
Straddle Price
$1.90
P/C Vol Ratio
8.02
Market Cap
$25.3B
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 ≥ 0.5% and dividend payments are stable.
  • 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)4.44%
Beta vs SPY0.90
Cost of Equity (CAPM)8.93% (VRP-adj)
WACC9.66%
Volatility Risk Premium+32.3pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+16.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.8B
Return on Equity (TTM)-6.6%
Book / Price21.9%
Gross Margin (TTM)100.0%
FCF Margin (TTM)-9183.5%
Debt / Equity0.00
Quality Score3/6 — normal (10y DCF)
SMA 50$30.02 (Market Anchor value)
SMA 20 / Bollinger Mid$31.64
Bollinger Width / SMA2096.4% (drives anchor stability)
Net Debt$-1.4B
Market Cap$24B
Peers used for multiples: AMGN, ARWR, BIIB, ELAN, GILD, REGN, RVMD, VRTX
Model Conviction
44%
20-Day Fair Value
$37.00
α +5.3% rank 55%
40-Day Fair Value
$35.83
α +2.0% rank 55%
60-Day Fair Value
$33.12
α -5.7% rank 55%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 22.6× · 5 peers
Peer EV/EBITDA n/a 0% median 15.6× · 6 peers
Peer P/B $50.69 16% median 6.6× · 8 peers
Peer P/S $0.07 16% median 5.2× · 7 peers
Market Anchor (SMA50) $30.02 68% stability 81% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-03 · updated 2026-07-03 20:59:30.383000
Info
Industry (SIC)
PHARMACEUTICAL PREPARATIONS (2834)
Exchange
XNAS
Market Cap
$25.3B

Roivant Sciences Ltd is a commercial-stage biopharmaceutical company dedicated to improving the delivery of healthcare to patients. It also incubates discovery-stage companies and health technology startups complementary to its biopharmaceutical business. Its drug candidate VTAMA (tapinarof) is a treatment of plaque psoriasis in adult patients and is in its commercial stage. The other drug candidates in their different stages of development are; Batoclimab, IMVT-1402, Brepocitinib, Namilumab, and others.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -9.86% 5
Feb +7.04% 5
Mar -7.57% 5
Apr +2.84% 5
May +2.80% 5
Jun +5.25% 5
Jul +4.87% 5
Aug -0.43% 4
Sep +4.84% 4
Oct +6.11% 5
Nov +2.39% 5
Dec +18.71% 5
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: $31.64
SMA 50: $30.02
SMA 200: $24.48
Current: $35.13
EMA 12: $33.46
EMA 26: $31.90
MACD: 1.5605 | Signal: 0.4059
BULLISH
ADX (14): 36.93
TREND
+DI: 33.23
−DI: 8.25
Momentum Oscillators
RSI (14): 73.65
OVERBOUGHT
Stoch %K: 89.80
Stoch %D: 92.40
Williams %R: -12.18
Volume & Volatility
BB Upper: $36.46
BB Lower: $26.81
NEUTRAL
OBV: 355,378,465
Vol SMA 20: 6,177,787
Vol ROC: -35.28%
ATR: $1.15
True Range: $0.88
HV 20: 33.6%
HV 30: 54.1%
HV 60: 43.1%
Data Summary
Data Points: 500
Last Updated: 2026-07-03T21:15:14.562000
Date Range: 2024-07-05T00:00:00 – 2026-07-02T00:00:00
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.

Earnings History
8 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-08 After-Close 9.18% 1.47% 0.16x Within
2024-11-12 After-Close 3.78% 0.93% 0.25x Within
2025-02-10 Pre-Market 6.24% 0.74% 0.12x Within
2025-05-29 Pre-Market 7.77% 6.40% 0.82x Within
2025-08-11 After-Close 3.80% 3.58% 0.94x Within
2025-11-10 Pre-Market 7.76% 0.68% 0.09x Within
2026-02-06 After-Close 8.89% 6.99% 0.79x Within
2026-05-20 After-Close 9.85% 4.96% 0.50x Within
Options Activity
IV Rank (30D)
23.77
IV Rank (7D)
23.77
Avg IV
86.4%
Straddle (30D)
$1.90
Straddle (7D)
$1.90
P/C Volume
8.02
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
Beta (1Y vs SPY)
1.06
Correlation (SPY)
31.9%
R²
0.10
Ann. Volatility
41.8%
SPY Volatility
12.6%

Above average volatility - stock moves with market amplification

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 687,989,750 (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.

443 filers526,673,440 shares$13.67B value76.55% of float
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 77,981,253 $2.16B 15.80% 11.33% 2026-03-31
2 MORGAN STANLEY Custodian 58,359,553 $1.27B 9.27% 8.48% 2025-12-31
3 BlackRock, Inc. Custodian 44,254,260 $1.23B 8.97% 6.43% 2026-03-31
4 VANGUARD GROUP INC Custodian 42,059,041 $912.68M 6.68% 6.11% 2025-12-31
5 QVT Financial LP 25,161,237 $696.97M 5.10% 3.66% 2026-03-31
6 UBS Group AG Custodian 22,619,472 $626.56M 4.58% 3.29% 2026-03-31
7 STATE STREET CORP 16,186,613 $448.37M 3.28% 2.35% 2026-03-31
8 ADAGE CAPITAL PARTNERS GP, L.L.C. 12,794,097 $354.40M 2.59% 1.86% 2026-03-31
9 GOLDMAN SACHS GROUP INC Custodian 11,111,591 $307.79M 2.25% 1.62% 2026-03-31
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 10,182,477 $282.11M 2.06% 1.48% 2026-03-31
11 Two Seas Capital LP 9,328,291 $258.39M 1.89% 1.36% 2026-03-31
12 PERCEPTIVE ADVISORS LLC 8,285,461 $229.51M 1.68% 1.20% 2026-03-31
13 Patient Square Capital LP 8,166,047 $226.20M 1.66% 1.19% 2026-03-31
14 DIMENSIONAL FUND ADVISORS LP Custodian 7,475,866 $207.00M 1.51% 1.09% 2026-03-31
15 Assenagon Asset Management S.A. 7,076,488 $196.02M 1.43% 1.03% 2026-03-31
16 VIKING GLOBAL INVESTORS LP 6,652,448 $184.27M 1.35% 0.97% 2026-03-31
17 Darwin Global Management, Ltd. 6,797,300 $179.52M 1.31% 0.99% 2026-03-31
18 Invesco Ltd. Custodian 6,439,145 $178.36M 1.30% 0.94% 2026-03-31
19 NATIONAL BANK OF CANADA /FI/ Custodian 6,298,000 $174.45M 1.28% 0.92% 2026-03-31
20 AQR CAPITAL MANAGEMENT LLC Custodian 5,946,858 $161.64M 1.18% 0.86% 2026-03-31
21 Rubric Capital Management LP 5,000,000 $138.50M 1.01% 0.73% 2026-03-31
22 BAKER BROS. ADVISORS LP 4,867,723 $134.84M 0.99% 0.71% 2026-03-31
23 NORTHERN TRUST CORP Custodian 3,520,452 $97.52M 0.71% 0.51% 2026-03-31
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,457,448 $95.77M 0.70% 0.50% 2026-03-31
25 Qube Research & Technologies Ltd 3,450,904 $95.59M 0.70% 0.50% 2026-03-31
15 filers$43.16M notional
# Filer Notional Value % of Total Period
1 Two Seas Capital LP $20.28M 47.00% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $10.25M 23.75% 2026-03-31
3 CITADEL ADVISORS LLC Custodian $2.77M 6.42% 2026-03-31
4 JPMORGAN CHASE & CO Custodian $2.08M 4.83% 2026-03-31
5 SIMPLEX TRADING, LLC Custodian $1.56M 3.62% 2026-03-31
6 WOLVERINE TRADING, LLC Custodian $1.17M 2.71% 2025-09-30
7 Point72 Asset Management, L.P. $1.02M 2.36% 2026-03-31
8 JANE STREET GROUP, LLC Custodian $988.89K 2.29% 2026-03-31
9 GROUP ONE TRADING LLC Custodian $750.67K 1.74% 2026-03-31
10 CITIGROUP INC Custodian $747.90K 1.73% 2026-03-31
11 IMC-Chicago, LLC Custodian $656.49K 1.52% 2026-03-31
12 CAPITAL FUND MANAGEMENT S.A. $481.98K 1.12% 2026-03-31
13 TUDOR INVESTMENT CORP ET AL $229.91K 0.53% 2026-03-31
14 Walleye Capital LLC $144.04K 0.33% 2026-03-31
15 Walleye Trading LLC $19.39K 0.04% 2026-03-31
16 filers$32.76M notional
# Filer Notional Value % of Total Period
1 DIADEMA PARTNERS LP $9.30M 28.39% 2026-03-31
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $7.69M 23.48% 2026-03-31
3 JANE STREET GROUP, LLC Custodian $3.72M 11.35% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $2.97M 9.06% 2026-03-31
5 SIMPLEX TRADING, LLC Custodian $2.02M 6.17% 2026-03-31
6 GROUP ONE TRADING LLC Custodian $1.82M 5.56% 2026-03-31
7 Point72 Asset Management, L.P. $1.31M 4.01% 2026-03-31
8 WOLVERINE TRADING, LLC Custodian $748.96K 2.29% 2025-09-30
9 CITIGROUP INC Custodian $747.90K 2.28% 2026-03-31
10 Centiva Capital, LP $692.50K 2.11% 2026-03-31
11 Walleye Capital LLC $501.37K 1.53% 2026-03-31
12 CAPITAL FUND MANAGEMENT S.A. $346.25K 1.06% 2026-03-31
13 Walleye Trading LLC $337.94K 1.03% 2026-03-31
14 IMC-Chicago, LLC Custodian $277.00K 0.85% 2026-03-31
15 TUDOR INVESTMENT CORP ET AL $260.38K 0.79% 2026-03-31
16 Persistent Asset Partners Ltd $11.07K 0.03% 2026-03-31
Insider Activity
Latest: 2026-07-02
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
2026-07-02 Matthew Gline CEO Tax (F) −76,171 $35.39 -$2.70M EDGAR
2026-07-02 Frank Torti President and Vant Chair Tax (F) −40,310 $35.39 -$1.43M EDGAR
2026-07-02 Mayukh Sukhatme President & CIO Tax (F) −46,878 $35.39 -$1.66M EDGAR
2026-07-02 Meghan Fitzgerald Director Mixed — $21.85 -$261.0K EDGAR
2026-07-01 Epperly Melissa B, Director Mixed — $19.42 -$531.1K EDGAR
2026-06-29 Mayukh Sukhatme President & CIO Mixed — $18.98 -$30.25M EDGAR
2026-06-26 Eric Venker President & Immunovant CEO Mixed — $18.50 -$5.86M EDGAR
2026-06-23 Richard Pulik CFO Tax (F) −2,129 $31.43 -$66.9K EDGAR
2026-06-23 Jennifer Humes Chief Accounting Officer Tax (F) −3,582 $31.43 -$112.6K EDGAR
2026-05-22 Richard Pulik CFO Tax (F) −18,962 $32.41 -$614.6K EDGAR
2026-05-22 Eric Venker President & Immunovant CEO Mixed −34,483 $18.28 -$6.40M EDGAR
2026-04-22 Jennifer Humes Chief Accounting Officer Award (A) +29,173 — EDGAR
2026-04-22 Richard Pulik CFO Award (A) +60,644 — EDGAR
2026-04-22 Eric Venker President & Immunovant CEO Mixed — $16.72 -$5.15M EDGAR
2026-04-21 JAMES C MOMTAZEE Director Mixed +375 $29.83 -$2.8K 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
16 insiders · @ $35.13
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 SoftBank Vision Fund L.P. 10%+ Owner 73,031,667 $2.57B -$504.00M 1 2023-10-02
2 Vivek Ramaswamy 10%+ Owner 47,011,612 $1.65B -$193.16M 10 2025-12-15
3 Daniel Allen Gold Director 24,469,007 $859.60M -$265.35M 11 2026-02-13
4 Mayukh Sukhatme President & CIO 20,288,437 $712.73M -$88.23M 13 2026-07-02
5 KEITH S MANCHESTER Director 17,075,732 $599.87M -$183.55M 10 2026-02-13
6 Matthew Gline CEO 16,659,945 $585.26M -$69.51M 30 2026-07-02
7 QVT Financial LP 15,928,113 $559.55M -$224.47M 7 2026-02-13
8 Frank Torti President and Vant Chair 13,536,202 $475.53M -$82.04M 5 2026-07-02
9 Eric Venker President & Immunovant CEO 1,813,063 $63.69M -$162.93M 49 2026-06-26
10 Richard Pulik CFO 276,420 $9.71M -$9.12M 44 2026-06-23
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: 2026-06-30
Last 30d: 6 filings · $48.8M notice value  ·  Last 90d: 11 filings · $78.0M notice value · 7 unique filers · 45% 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: MAYUKH SUKHATME (2, $34.1M) · Venker Eric (3, $18.6M) · Gline Matthew (2, $16.9M) · KEITH S MANCHESTER (1, $7.1M) · MELISSA EPPERLY (1, $605K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-30 MEGHAN FITZGERALD Director 10,000 $347.3K 2026-06-30 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-30 KEITH S MANCHESTER Director 200,000 $7.09M 2026-06-30 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-29 MELISSA EPPERLY Director 17,750 $604.7K 2026-06-29 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-26 MAYUKH SUKHATME Officer, Director 500,000 $17.04M 2026-06-26 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-25 MAYUKH SUKHATME Officer, Director 500,000 $17.07M 2026-06-25 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-24 Venker Eric Officer 200,000 $6.63M 2026-06-24 Rockefeller Financial LLC 10b5-1 EDGAR
2026-05-22 Venker Eric Officer 200,000 $6.05M 2026-05-22 Rockefeller Financial LLC 10b5-1 EDGAR
2026-04-20 Venker Eric Officer 200,000 $5.92M 2026-04-20 Rockefeller Financial LLC 10b5-1 EDGAR
2026-04-16 144/A Gline Matthew Officer 289,774 $8.45M 2026-04-16 Rockefeller Financial LLC — EDGAR
2026-04-16 Gline Matthew Officer 289,774 $8.45M 2026-04-16 Rockefeller Financial 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: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-20 0001635088-26-000060 EDGAR
2026-04-02 0001140361-26-012885 EDGAR
2026-03-03 0001140361-26-007447 EDGAR
2026-03-03 0001140361-26-007548 EDGAR
2026-02-06 0001635088-26-000009 EDGAR
2025-12-11 0001140361-25-045204 EDGAR
2025-11-10 0001140361-25-041269 EDGAR
2025-09-17 0001140361-25-035190 EDGAR
2025-09-11 0001140361-25-034711 EDGAR
2025-09-03 0001140361-25-033767 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-05-20 0001635088-26-000061 EDGAR
2025-05-29 0001140361-25-020715 EDGAR
2024-05-30 0001140361-24-028145 EDGAR
2023-06-28 0001140361-23-031798 EDGAR
2022-06-28 0001193125-22-183362 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-02-06 0001635088-26-000011 EDGAR
2025-11-10 0001635088-25-000016 EDGAR
2025-08-11 0001140361-25-030001 EDGAR
2025-02-10 0001140361-25-003661 EDGAR
2024-11-12 0001140361-24-046019 EDGAR
2024-08-09 0001140361-24-036642 EDGAR
2024-02-13 0001140361-24-007260 EDGAR
2023-11-13 0001140361-23-052721 EDGAR
2023-08-14 0001140361-23-039406 EDGAR
2023-02-13 0001140361-23-006180 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/B Ratio5.6
P/S Ratio3059.1
EV/EBITDA-18.6
TTM Revenue$0.0B
TTM Net Income$-0.3B
TTM EPS$-0.54
ROE-6.6%