RRBI Red River Bancshares, Inc. Common Stock
XNAS
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.
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.7B
- Employees
- 381
- List Date
- 2019-05-03
- CIK
- 0001071236
- Next Earnings
- 2026-10-29
- EPS Forecast
- $1.83 (3 est.)
- Headquarters
- Alexandria, LA
- Homepage
- https://www.redriverbank.net
Red River Bancshares Inc is the bank holding company for the red river bank. The principal business of the Bank is lending and accepting deposits from businesses, professionals, individuals, and public entities. The bank's primary deposit products are demand deposits, savings deposits, and time deposits. The bank maintains a diversified loan portfolio with a focus on commercial real estate (Owner Occupied and Non-Owner Occupied), one-to-four-family residential, commercial, and industrial loans, construction and development Loans, and others. also, provides Treasury Management Services, Private…
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.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -5.13% | -2.04% | 6.96% | -8.49% | 4.34% | 18.79% | 2.40% |
| Feb | 8.35% | -1.90% | -0.30% | -6.74% | 1.69% | 1.50% | 0.43% |
| Mar | 4.40% | 4.54% | -5.72% | 0.95% | -6.13% | 0.99% | -0.16% |
| Apr | 0.25% | 2.05% | -5.33% | -6.57% | 1.33% | -1.72% | -1.67% |
| May | -3.92% | -5.35% | 8.58% | -1.14% | 6.43% | -0.46% | 0.69% |
| Jun | -9.48% | 3.50% | -0.22% | 6.24% | 5.01% | 0.73% | 0.96% |
| Jul | 0.75% | 2.72% | -1.59% | 16.76% | -1.26% | 6.53% | 3.99% |
| Aug | -2.37% | -6.53% | -4.62% | 0.89% | 10.38% | -1.70% | -0.66% |
| Sep | -1.29% | -3.65% | -4.65% | 1.38% | 0.64% | -0.28% | -1.31% |
| Oct | 4.14% | 10.55% | 2.38% | 3.78% | 2.45% | 1.29%* | 4.10% |
| Nov | -1.47% | -5.20% | 11.36% | 13.56% | 7.97% | -- | 5.24% |
| Dec | -5.14% | -2.89% | 6.53% | -10.95% | 3.27% | -- | -1.84% |
| Total | -11.57% | -5.45% | 12.09% | 5.96% | 41.33% | 26.92% | 11.55% |
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
Here is the stock analysis report for RRBI:
Executive Summary
Overall assessment: NEUTRAL (confidence level 6/10)
Key drivers: Red River Bancshares, Inc.'s consistent dividend payments, moderate volatility, and positive news sentiment.
Primary risks: Dependence on interest rates, potential impact of macroeconomic factors, and competition in the banking industry.
Investment thesis: RRBI's relatively low beta and stable dividend payments make it an attractive option for income-seeking investors. However, the stock's price action is currently range-bound, indicating a lack of clear direction.
Recent news sentiment impact: The string of positive dividend announcements has contributed to a generally upbeat tone around the company, which may support its valuation.
Technical Analysis
Trend Direction: Medium-term (1-3 months): Range-bound; Short-term (1-4 weeks): Consolidation
Support/Resistance Levels:
- Support: $87.54 (Bollinger Band Lower), $90.30 (SMA 20)
- Resistance: $93.06 (Bollinger Band Upper), $91.65 (SMA 50)
Momentum Signals:
- RSI interpretation: Neutral (52.59) - not overbought or oversold
- MACD signal: Bearish (Histogram at -0.38)
- Bollinger Bands position: Neutral (Price within bands, no clear trend)
Volume Analysis: Moderate volume levels (74579.85), with an OBV indicating a slight upward bias.
News & Sentiment Analysis
Recent Headlines Summary: Consistent dividend payments and announcements of increased payouts have driven positive sentiment around RRBI.
Sentiment Assessment: Positive (6/10) - majority of news headlines are upbeat, highlighting the company's commitment to shareholder returns.
Catalyst Identification: No major earnings reports or events scheduled; focus on maintaining dividend momentum.
Market Narrative: The technical signals suggest a range-bound environment, which is consistent with the positive news sentiment and RRBI's stable dividend payments.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk relative to market (beta 0.81).
Volatility Regime: Current volatility levels are moderate (Stock Volatility: 0.27), in line with historical averages.
Options Market Signals: No options data available; however, the absence of significant options activity suggests a lack of market conviction.
Downside Protection: Support levels at $87.54 and $90.30 provide some downside protection; however, the stock's price action remains range-bound.
Market Context & Positioning
Sector Performance: Banking sector performance has been generally positive, with RRBI tracking the broader industry.
Institutional Activity: Moderate volume levels suggest institutional interest, but no clear directional bias.
Correlation Analysis: RRBI's correlation with the market is moderate (R-squared: 0.36), indicating a relatively stable relationship.
Relative Valuation: The stock's valuation appears reasonable within its trading range; however, there may be some room for growth if it breaks out of this range.
Key Levels & Action Items
Critical Price Levels:
- Support: $87.54 and $90.30
- Resistance: $93.06 and $91.65
Breakout/Breakdown Levels: A clear breakout above $93.06 or breakdown below $87.54 could signal a significant shift in the stock's price action.
Time-Sensitive Catalysts: No immediate earnings reports or events scheduled; focus on maintaining dividend momentum.
Risk Management: Consider setting stop-loss levels at $87.54 and $90.30 to limit potential losses; position sizing considerations should prioritize risk management.
I hope this comprehensive analysis meets your requirements!
RRBI Options Activity & IV Rank
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.
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.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $4.1M | #1563 of 3138 | +885.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $3.8M | #2222 of 3716 | +52.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $578K | #4311 of 6285 | new | 13F | |
| Point72 Hedge fund Steve Cohen | $265K | #1736 of 1945 | new | 13F |
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
RRBI Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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 |
|---|
RRBI Insider Trading (Form 4)
Latest: 2026-08-10| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Teddy Ray Price | Director | Buy (P) | +1,119 | $99.91 | $111.8K | EDGAR |
| 2026-05-05 | Teddy Ray Price | Director | Buy (P) | +1,285 | $85.79 | $110.2K | EDGAR |
| 2026-04-02 | Ronald Blake Chatelain | See Remarks | Award (A) | +600 | — | EDGAR | |
| 2026-04-02 | Isabel V. Carriere | See Remarks | Award (A) | +800 | — | EDGAR | |
| 2026-04-02 | Bryon C. Salazar | See Remarks | Award (A) | +1,600 | — | EDGAR | |
| 2026-04-02 | Tammi R. Salazar | See Remarks | Award (A) | +1,600 | — | EDGAR | |
| 2026-03-13 | Bryon C. Salazar | See Remarks | Gift (G) | −255 | — | EDGAR | |
| 2026-03-13 | Tammi R. Salazar | See Remarks | Gift (G) | −255 | — | EDGAR | |
| 2026-02-25 | Teddy Ray Price | Director | Buy (P) | +64 | $90.37 | $5.8K | EDGAR |
| 2026-02-04 | Teddy Ray Price | Director | Buy (P) | +747 | $90.12 | $67.3K | EDGAR |
| 2026-02-02 | Teddy Ray Price | Director | Award (A) | +198 | $83.06 | $16.4K | EDGAR |
| 2026-02-02 | Anna Brasher Moreau | Director | Award (A) | +198 | $83.06 | $16.4K | EDGAR |
| 2026-02-02 | Michael Scott Ashbrook | Director | Award (A) | +181 | $83.06 | $15.0K | EDGAR |
| 2025-11-07 | Teddy Ray Price | Director | Buy (P) | +1,046 | $65.76 | $68.8K | EDGAR |
| 2025-08-05 | Teddy Ray Price | Director | Buy (P) | +3,943 | $60.26 | $237.6K | EDGAR |
RRBI Insider Holdings
8 insiders · @ $102.73| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Teddy Ray Price | Director | 384,011 | $39.45M | $2.04M | 37 | 2026-08-10 |
| 2 | Ronald Blake Chatelain | See Remarks | 163,096 | $16.75M | $32.6K | 9 | 2026-04-02 |
| 3 | Michael Scott Ashbrook | Director | 98,505 | $10.12M | $0 | 6 | 2026-02-02 |
| 4 | Bryon C. Salazar | See Remarks | 47,870 | $4.92M | -$1.81M | 30 | 2026-04-02 |
| 5 | Tammi R. Salazar | See Remarks | 47,870 | $4.92M | -$1.81M | 30 | 2026-04-02 |
| 6 | Isabel V. Carriere | See Remarks | 44,559 | $4.58M | $19.8K | 10 | 2026-04-02 |
| 7 | Michael J Brown | Director | 3,241 | $332.9K | $148.7K | 5 | 2025-02-03 |
| 8 | Anna Brasher Moreau | Director | 2,168 | $222.7K | $0 | 5 | 2026-02-02 |
RRBI Board & Officers
As of SEC filings through Aug 10, 2026Directors 6
- Michael Scott Ashbrook · since May 2, 2019
- Ronald Blake Chatelain · since May 2, 2019
- Teddy Ray Price · since May 2, 2019
- Anna Brasher Moreau · since Feb 25, 2021
- Albert Peyton Bush IV · since May 28, 2026
- Robert Chance DeWitt · since May 28, 2026
Officers 4
- Ronald Blake Chatelain · President, Chief Executive Officer and Director · since May 2, 2019
- Isabel V. Carriere · Executive Vice President, Chief Financial Officer & Assistant Secretary · since May 2, 2019
- Bryon C. Salazar · Executive Vice President, Chief Banking Officer and Director of Red River Bank · listed since Mar 2024
- Tammi R. Salazar · Senior Executive Vice President and Chief Operating Officer of Red River Bank · listed since Mar 2026
Changes in the last 10 years (35)
| May 28, 2026 | Robert Chance DeWitt became a director |
| May 28, 2026 | Albert Peyton Bush IV became a director |
| Mar 13, 2026 | Tammi R. Salazar listed as Senior Executive Vice President and Chief Operating Officer of Red River Bank (previously Executive Vice President and Chief Operating Officer of Red River Bank) in SEC filings |
| Mar 11, 2024 | Bryon C. Salazar listed as Executive Vice President, Chief Banking Officer and Director of Red River Bank (previously Executive Vice President, Chief Lending Officer and Director of Red River Bank) in SEC filings |
| Jan 25, 2024 | Michael J Brown became a director |
| Apr 3, 2023 | G. Bridges Hall IV listed as Senior Vice President, Chief Credit Policy Officer of Red River Bank (previously Market President - Shreveport/Bossier City Region of Red River Bank) in SEC filings |
| Jan 26, 2023 | Julia E Callis became Senior Vice President, General Counsel, and Corporate Secretary |
| Feb 24, 2022 | Michael D. Crowell became a director |
| Jul 2, 2021 | David K. Thompson listed as Capital Market President of Red River Bank (previously Market President - Baton Rouge Region of Red River Bank) in SEC filings |
| Feb 25, 2021 | Anna Brasher Moreau became a director |
| Jul 2, 2019 | John Jeffrey R. Theiler listed as SVP and Chief Operations Officer of Red River Bank (previously SVP & COO of Red River Bank) in SEC filings |
| May 2, 2019 | Willie Paul Obey became a director |
| May 2, 2019 | Teddy Ray Price became a director |
| May 2, 2019 | Tammi R. Salazar became Executive Vice President and Chief Operating Officer of Red River Bank |
| May 2, 2019 | Simeon A. Thibeaux became a 10% owner |
| May 2, 2019 | Ronald Blake Chatelain became a director |
| May 2, 2019 | Ronald Blake Chatelain became President, Chief Executive Officer and Director |
| May 2, 2019 | Robert Allen Nichols became a director |
| May 2, 2019 | Michael Scott Ashbrook became a director |
| May 2, 2019 | Kirk David Cooper became a director |
| May 2, 2019 | John Jeffrey R. Theiler became SVP & COO of Red River Bank |
| May 2, 2019 | John Charles Simpson became a director |
| May 2, 2019 | Isabel V. Carriere became Executive Vice President, Chief Financial Officer & Assistant Secretary |
| May 2, 2019 | Harrie Lindsey Torbett became a director |
| May 2, 2019 | Harold W. Turner became an officer |
| May 2, 2019 | Gary A. Merrifield became Senior Vice President and Credit Policy Officer of Red River Bank |
| May 2, 2019 | G. Bridges Hall IV became Market President - Shreveport/Bossier City Region of Red River Bank |
| May 2, 2019 | Ferdinand William Hackmeyer Jr. became a director |
| May 2, 2019 | Don Louis Thompson became a director |
| May 2, 2019 | Debbie B. Triche became Senior Vice President and Retail Administrator of Red River Bank |
| May 2, 2019 | David K. Thompson became Market President - Baton Rouge Region of Red River Bank |
| May 2, 2019 | Bryon C. Salazar became Executive Vice President, Chief Lending Officer and Director of Red River Bank |
| May 2, 2019 | Barry Dale Hines became a director |
| May 2, 2019 | Andrew Blake Cutrer became Senior Vice President |
| May 2, 2019 | Amanda Wood Barnett became Senior Vice President, General Counsel and Corporate Secretary |
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Not reported recently (20)
- Michael J Brown · Last reported as a director in an SEC filing dated Feb 3, 2025
- Michael D. Crowell · Last reported as a director in an SEC filing dated Jun 14, 2024
- G. Bridges Hall IV · Last reported as Senior Vice President, Chief Credit Policy Officer of Red River Bank in an SEC filing dated Apr 3, 2024
- Debbie B. Triche · Last reported as Senior Vice President and Retail Administrator of Red River Bank in an SEC filing dated Apr 3, 2024
- David K. Thompson · Last reported as Capital Market President of Red River Bank in an SEC filing dated Apr 3, 2024
- Andrew Blake Cutrer · Last reported as Senior Vice President in an SEC filing dated Apr 3, 2024
- Julia E Callis · Last reported as Senior Vice President, General Counsel, and Corporate Secretary in an SEC filing dated Apr 3, 2024
- Kirk David Cooper · Last reported as a director in an SEC filing dated Aug 17, 2023
- Don Louis Thompson · Last reported as a director in an SEC filing dated Feb 2, 2023
- Robert Allen Nichols · Last reported as a director in an SEC filing dated Feb 1, 2023
- Amanda Wood Barnett · Last reported as Senior Vice President, General Counsel and Corporate Secretary in an SEC filing dated Dec 12, 2022
- Barry Dale Hines · Last reported as a director in an SEC filing dated Nov 5, 2021
- Harold W. Turner · Last reported as an officer in an SEC filing dated Jun 4, 2021
- Ferdinand William Hackmeyer Jr. · Last reported as a director in an SEC filing dated Nov 17, 2020
- John Jeffrey R. Theiler · Last reported as SVP and Chief Operations Officer of Red River Bank in an SEC filing dated Jul 2, 2020
- John Charles Simpson · Last reported as a director in an SEC filing dated Jun 16, 2020
- Gary A. Merrifield · Last reported as Senior Vice President and Credit Policy Officer of Red River Bank in an SEC filing dated Jul 2, 2019
- Harrie Lindsey Torbett · Last reported as a director in an SEC filing dated May 7, 2019
- Simeon A. Thibeaux · Last reported as a 10% owner in an SEC filing dated May 2, 2019
- Willie Paul Obey · Last reported as a director in an SEC filing dated May 2, 2019
RRBI Proposed Insider Sales (Form 144)
Latest: 2024-11-06What 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 |
|---|---|---|---|---|---|---|---|---|
| 2024-11-06 | Debbie B. Triche | SVP - Retail Administrator of Red River Bank | 1,000 | $55.5K | 2024-11-06 | LPL Financial Services | — | EDGAR |
| 2024-07-15 | Salazar Tammi R. | Officer | 576 | $29.1K | 2024-07-15 | Stephens Inc. | 10b5-1 | EDGAR |
| 2024-03-21 | Salazar Tammi R. | Officer | 1,726 | $86.3K | 2024-03-21 | Stephens Inc. | 10b5-1 | EDGAR |
| 2024-03-07 | Salazar Bryon C. | Officer | 3,000 | $150.0K | 2024-03-07 | Stephens Inc. | 10b5-1 | EDGAR |
| 2023-05-23 | Salazar Bryon C. | Officer | 10,746 | $576.8K | 2023-05-23 | STEPHENS INC. | 10b5-1 | EDGAR |
| 2023-05-23 | Salazar Tammi R. | Officer | 9,592 | $510.8K | 2023-05-23 | STEPHENS INC. | 10b5-1 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $15.1M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $14.0M | $75.1B | 2026-10-20 |
| 3 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.04% | $12.5M | $31.4B | 2026-10-20 |
| 4 | KRE State Street® SPDR® S&P® Regional Banking ETF | SPDR (State Street) | 0.29% | $11.5M | $4.0B | 2026-10-20 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $6.1M | — | 2026-09-30 |
| 6 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.04% | $5.0M | $13.7B | 2026-10-20 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $4.5M | — | 2026-10-20 |
| 8 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.01% | $3.3M | — | 2026-10-20 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.0M | — | 2026-09-30 |
| 10 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.13% | $1.6M | $1.2B | 2026-10-20 |
| 11 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.5M | — | 2026-10-20 |
| 12 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.07% | $1.4M | — | 2026-10-20 |
| 13 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.3M | $97.4B | 2026-10-20 |
| 14 | VFMF Vanguard U.S. Multifactor ETF | Vanguard | 0.11% | $1.2M | — | 2026-10-20 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $1.0M | — | 2026-10-20 |
| 16 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.03% | $972,810 | $3.1B | 2026-10-20 |
| 17 | PSC Principal U.S. Small-Cap ETF | Nport | 0.03% | $796,235 | — | 2026-06-30 |
| 18 | SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF | SPDR (State Street) | 0.32% | $787,234 | $248.6M | 2026-10-20 |
| 19 | DPST Direxion Daily Regional Banks Bull 3X ETF | Direxion | 0.22% | $685,868 | — | 2026-10-21 |
| 20 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.05% | $533,486 | $1.0B | 2026-10-20 |
| 21 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.02% | $524,769 | — | 2026-06-30 |
| 22 | BFOR Barrons 400 ETF | Nport | 0.24% | $516,880 | — | 2026-05-31 |
| 23 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.04% | $476,380 | — | 2026-09-30 |
| 24 | EHLS Even Herd Long Short ETF | Nport | 0.65% | $394,603 | — | 2026-06-30 |
| 25 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.01% | $372,094 | — | 2026-10-20 |
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.