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Reliance, Inc.(RS)
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.
Snapshot
$384.43
- 52-Week Range
- $260.31 – $419.83
- YTD
- +29.95%
- IV Rank (30D)
- 12.08
- Straddle Price
- $19.35
- P/C Vol Ratio
- 0.28
- Market Cap
- $20.7B
Fair Value
-20.2% vs price
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) | 4.50% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.00% (VRP-adj) |
| WACC | 9.52% |
| Volatility Risk Premium | +28.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 23.6% |
| Rev. Growth (YoY, DCF input) | +10.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.6B |
| Return on Equity (TTM) | 11.3% |
| Book / Price | 33.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 28.6% |
| FCF Margin (TTM) | 4.1% |
| Debt / Equity | 0.24 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +18.8% (reverse-DCF on current price) |
| SMA 50 | $373.91 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $397.93 |
| Bollinger Width / SMA20 | 2.4% (drives anchor stability) |
| Net Debt | $1.4B |
| Market Cap | $21B |
Peers used for multiples: CLF, CMC, FCX, NUE, STLD
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$307.73
Current Price
$385.78
Deviation
-20.2%
Forward-Return Rank
SHORT
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -7.1% | -1.63 | -0.73 | 41.1% | — |
| 42d | -11.0% | -2.05 | -0.73 | 41.1% | — |
| 63d | -14.5% | -2.22 | -0.73 | 41.1% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $235.00 | 20% | |
| DDM (Gordon) | $102.90 | 16% | |
| Peer P/E | $413.26 | 6% | median 24.5× · 4 peers |
| Peer EV/EBITDA | $323.74 | 6% | median 12.1× · 5 peers |
| Peer P/B | $345.45 | 6% | median 2.5× · 5 peers |
| Peer P/S | $495.95 | 6% | median 1.6× · 5 peers |
| Market Anchor (SMA50) | $373.91 | 40% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-26 · updated 2026-06-26 20:59:30.580000
Info
- Industry (SIC)
- WHOLESALE-METALS SERVICE CENTERS & OFFICES (5051)
- Exchange
- XNYS
- Market Cap
- $20.7B
Reliance Inc operates a network of companies providing diversified metal solutions and is the metals service center company. It distributes a full line of over 100,000 metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium and other specialty steel products. The company services more than 125,000 customers in a variety of industries, including consumer products, general manufacturing, non-residential construction, transportation, aerospace, energy, electronics and semiconductor fabrication, industrial machinery and heavy industry. It also services the…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.60% | 23 |
| Feb | +6.60% | 23 |
| Mar | +3.18% | 23 |
| Apr | +3.01% | 23 |
| May | +0.31% | 23 |
| Jun | -0.19% | 23 |
| Jul | -1.59% | 22 |
| Aug | -2.68% | 22 |
| Sep | -0.98% | 23 |
| Oct | +1.90% | 23 |
| Nov | +4.27% | 23 |
| Dec | +1.01% | 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: $398.32
SMA 50: $375.23
SMA 200: $317.90
Current: $385.78
EMA 12: $398.20
EMA 26: $391.01
MACD: 7.1924 | Signal: -2.8913
BULLISH
ADX (14): 43.10
STRONG TREND
+DI: 21.25
−DI: 18.21
Momentum Oscillators
RSI (14): 47.35
NEUTRAL
Stoch %K: 30.37
Stoch %D: 37.27
Williams %R: -93.83
Volume & Volatility
BB Upper: $416.22
BB Lower: $380.43
NEUTRAL
OBV: 166,311
Vol SMA 20: 418,663
Vol ROC: 228.87%
ATR: $11.69
True Range: $22.30
HV 20: 32.6%
HV 30: 28.3%
HV 60: 27.5%
Data Summary
Data Points: 500
Last Updated: 2026-06-26T21:15:15.558000
Date Range: 2024-06-28T00:00:00 – 2026-06-26T00:00:00
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
I-Pulse Inc. will receive $250 million in US funding for semiconductor and pulsed-power development as the venture co-founded by Robert Friedland joins American efforts to reduce reliance on foreign-chip supply chains.
Jacob Helberg, architect of Pax Silica, tells the FT the American-led group will boost innovation
A group of major international corporations has urged governments to speed up the electrification of business to reduce reliance on “volatile fuel markets”, Reuters reported today, citing a letter penned by the heads of the companies. “Continued reliance on volatile fuel markets…
Earnings History
6 of 7 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-25 | Pre-Market | 7.78% | 4.88% | 0.63x | Within |
| 2024-10-24 | Pre-Market | 7.50% | 3.95% | 0.53x | Within |
| 2025-04-23 | After-Close | 7.61% | 0.72% | 0.09x | Within |
| 2025-07-23 | After-Close | 8.21% | 9.51% | 1.16x | Exceeded |
| 2025-10-22 | After-Close | 7.84% | 0.97% | 0.12x | Within |
| 2026-02-18 | After-Close | 4.84% | 3.76% | 0.78x | Within |
| 2026-04-22 | After-Close | 6.34% | 3.92% | 0.62x | Within |
Options Activity
- IV Rank (30D)
- 12.08
- IV Rank (7D)
- 12.08
- Avg IV
- 46.4%
- Straddle (30D)
- $19.35
- Straddle (7D)
- $19.35
- P/C Volume
- 0.28
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)
- 0.76
- Correlation (SPY)
- 36.1%
- R²
- 0.13
- Ann. Volatility
- 26.3%
- SPY Volatility
- 12.5%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 52,647,250 (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.
7 filers$22.74M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $7.20M | 31.67% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $5.68M | 24.99% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $3.98M | 17.51% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $2.86M | 12.56% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $2.75M | 12.07% | 2025-09-30 |
| 6 | Walleye Trading LLC | $212.74K | 0.94% | 2026-03-31 |
| 7 | SIMPLEX TRADING, LLC Custodian | $60.78K | 0.27% | 2026-03-31 |
6 filers$5.15M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $2.19M | 42.52% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $1.31M | 25.39% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $577.45K | 11.22% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $526.93K | 10.24% | 2025-09-30 |
| 5 | Walleye Trading LLC | $303.92K | 5.91% | 2026-03-31 |
| 6 | JANE STREET GROUP, LLC Custodian | $243.14K | 4.72% | 2026-03-31 |
Insider Activity
Latest: 2026-05-22
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-22 | Lisa Baldwin | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | Karen Winifred Colonias | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | FRANK J DELLAQUILA | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | James Kevin Kamsickas | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | Robert Ambrose McEvoy | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | David W Seeger | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | Douglas Stotlar | Director | Award (A) | +469 | — | EDGAR | |
| 2026-05-22 | John G Sznewajs | Director | Award (A) | +469 | — | EDGAR | |
| 2026-04-28 | Arthur Ajemyan | SVP, CFO | Sell (S) | −3,500 | $358.12 | -$1.25M | EDGAR |
| 2026-03-10 | William A II Smith | SVP, General Counsel, Corp Sec | Sell (S) | −6,615 | $298.61 | -$1.98M | EDGAR |
| 2026-03-06 | William A II Smith | SVP, General Counsel, Corp Sec | Award (A) | +1,324 | — | EDGAR | |
| 2026-03-06 | Arthur Ajemyan | SVP, CFO | Award (A) | +1,261 | — | EDGAR | |
| 2026-03-06 | Karla R Lewis | President, CEO | Award (A) | +4,539 | — | EDGAR | |
| 2026-03-06 | Stephen Paul Koch | Exec. VP, COO | Award (A) | +2,522 | — | EDGAR | |
| 2026-02-25 | Stephen Paul Koch | Exec. VP, COO | Mixed | — | $321.62 | -$7.74M | 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
36 insiders · @ $385.78
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 | THOMAS W GIMBEL | Director | 1,732,463 | $668.35M | -$133.15M | 29 | 2019-02-27 |
| 2 | GREGG J MOLLINS | President and CEO | 394,604 | $152.23M | -$37.32M | 60 | 2019-05-06 |
| 3 | WILLIAM K JR SALES | Special Advisor | 133,711 | $51.58M | -$13.31M | 48 | 2021-12-03 |
| 4 | Karla R Lewis | President, CEO | 118,778 | $45.82M | -$80.45M | 72 | 2026-03-06 |
| 5 | JAMES P MACBETH | Sr. V.P. Carbon Steel Ops | 116,238 | $44.84M | -$8.04M | 16 | 2010-09-27 |
| 6 | JOE D CRIDER | Director | 100,000 | $38.58M | -$880.0K | 3 | 2007-05-17 |
| 7 | JAMES DONALD HOFFMAN | Director | 97,476 | $37.60M | -$58.95M | 69 | 2024-05-13 |
| 8 | LESLIE A WAITE | Director | 86,106 | $33.22M | -$4.30M | 17 | 2015-11-23 |
| 9 | DAVID H HANNAH | Director | 81,078 | $31.28M | -$58.53M | 55 | 2020-05-21 |
| 10 | YVETTE M SCHIOTIS | Corporate Secretary | 76,841 | $29.64M | -$2.84M | 8 | 2008-06-04 |
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: 2026-04-27
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $1.3M notice value
· 1 unique filer
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:
Ajemyan Arthur (1, $1.3M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | Ajemyan Arthur | Officer | 3,500 | $1.25M | 2026-04-27 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-03-09 | Smith William A II | Officer | 4,908 | $1.46M | 2026-03-09 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-03-09 | Smith William A II | Officer | 1,707 | $517.7K | 2026-03-09 | Merrill Lynch, Pierce, Fenner & … | — | EDGAR |
| 2026-02-23 | Koch Stephen Paul | Officer | 24,060 | $7.74M | 2026-02-23 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-12-01 | Hynes Michael R | Officer | 1,129 | $320.3K | 2025-12-01 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-12-01 | Lewis Karla R | Officer, Director | 5,809 | $1.65M | 2025-12-01 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-12-01 | Koch Stephen Paul | Officer | 3,066 | $869.4K | 2025-12-01 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-06-04 | Mark V. Kaminski | Director | 1,534 | $472.8K | 2025-06-04 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-05-30 | Mark V. Kaminski | Officer | 4,000 | $1.17M | 2025-05-30 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-02-24 | Lewis Karla R | Officer, Director | 31,136 | $9.36M | 2025-02-24 | Charles Schwab & Co., Inc. | — | 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: 2026-05-21
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-21 | 0001104659-26-065031 | EDGAR |
| 2026-04-22 | 0001171843-26-002647 | EDGAR |
| 2026-02-18 | 0001171843-26-000886 | EDGAR |
| 2025-10-22 | 0001171843-25-006597 | EDGAR |
| 2025-10-02 | 0001104659-25-096045 | EDGAR |
| 2025-08-15 | 0001104659-25-079220 | EDGAR |
| 2025-07-23 | 0001171843-25-004643 | EDGAR |
| 2025-05-27 | 0001104659-25-053019 | EDGAR |
| 2025-04-23 | 0001171843-25-002417 | EDGAR |
| 2025-02-19 | 0001171843-25-000921 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001104659-26-020651 | EDGAR |
| 2025-02-27 | 0001558370-25-001806 | EDGAR |
| 2024-02-29 | 0001558370-24-002166 | EDGAR |
| 2023-02-28 | 0001558370-23-002368 | EDGAR |
| 2022-02-24 | 0001558370-22-001918 | EDGAR |
| 2021-02-25 | 0001558370-21-001836 | EDGAR |
| 2020-02-27 | 0001558370-20-001637 | EDGAR |
| 2019-02-27 | 0001558370-19-001202 | EDGAR |
| 2018-02-28 | 0001558370-18-001275 | EDGAR |
| 2017-02-24 | 0001558370-17-000994 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001104659-26-051524 | EDGAR |
| 2025-10-28 | 0001104659-25-103175 | EDGAR |
| 2025-07-30 | 0001558370-25-009796 | EDGAR |
| 2025-05-01 | 0001558370-25-006104 | EDGAR |
| 2024-10-31 | 0001558370-24-013990 | EDGAR |
| 2024-08-01 | 0001558370-24-010541 | EDGAR |
| 2024-05-02 | 0001558370-24-006509 | EDGAR |
| 2023-11-02 | 0001558370-23-017398 | EDGAR |
| 2023-08-03 | 0001558370-23-013124 | EDGAR |
| 2023-05-04 | 0001558370-23-008056 | 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 | 25.0 |
| P/B Ratio | 2.9 |
| P/S Ratio | 1.4 |
| EV/EBITDA | 15.9 |
| TTM Revenue | $14.8B |
| TTM Net Income | $0.8B |
| TTM EPS | $15.35 |
| ROE | 11.3% |
| Debt/Equity | 0.24 |