Saia, Inc.(SAIA)

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

SAIA iron condor setups SAIA expected move SAIA IV rank history SAIA Fibonacci levels SAIA 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.

SAIA $342.22 —
Snapshot
$342.22
Pre-market $343.90 +0.49%
52-Week Range
$249.32 – $494.71
YTD
+1.50%
IV Rank (30D)
9.47
Straddle Price
$28.90
P/C Vol Ratio
0.20
Market Cap
$9.1B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.01%
Beta vs SPY1.23
Cost of Equity (CAPM)11.68% (VRP-adj)
WACC11.18%
Volatility Risk Premium+11.3pp (IV − HV30), ERP adj +42bps
Effective Tax Rate24.2%
Rev. Growth (YoY, DCF input)+13.9%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)10.2%
Book / Price29.7%
Gross Margin (TTM)73.8%
FCF Margin (TTM)7.5%
Debt / Equity0.04
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+22.8% (reverse-DCF on current price)
SMA 50$374.69 (Market Anchor value)
SMA 20 / Bollinger Mid$348.21
Bollinger Width / SMA202.5% (drives anchor stability)
Net Debt$0.0B
Market Cap$9B
Peers used for multiples: FDX, NSC, SPGI (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
91%
20-Day Fair Value
≈ by Oct 20, 2026
$365.60
α +6.8% rank 46%
40-Day Fair Value
≈ by Nov 18, 2026
$393.78
α +15.1% rank 44%
60-Day Fair Value
≈ by Dec 17, 2026
$404.17
α +18.1% rank 73%
MethodImplied PriceWeightDetail
DCF $211.11 19%
DDM (Gordon) n/a 0%
Peer P/E $275.78 6% median 24.2× · 3 peers
Peer EV/EBITDA $392.94 6% median 15.5× · 3 peers
Peer P/B $384.53 6% median 3.8× · 3 peers
Peer P/S $794.92 6% median 5.7× · 3 peers
Market Anchor (SMA50) $374.69 38% stability 100% (BB-width)
Options Expected (B-L 30d) $342.12 19% 29 strikes · skew +0.23
As of 2026-09-21 · updated
Info
Industry (SIC)
TRUCKING (NO LOCAL) (4213)
Exchange
XNAS
Market Cap
$9.1B

Saia ranks among the 10 largest less-than-truckload carriers in the United States, with more than 210 facilities and a fleet of more than 7,500 tractors and 26,000 trailers. As a national LTL carrier, the firm offers time-definite and expedited options for shipments ranging between 100 and 10,000 pounds. Saia ranks among the top-tier providers in terms of profitability.

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
MonthAvg ReturnYears of Data
Jan +1.33% 20
Feb +5.17% 20
Mar +1.63% 20
Apr +2.51% 20
May +2.97% 20
Jun +1.72% 20
Jul +5.52% 21
Aug -1.44% 21
Sep -1.52% 21
Oct +0.62% 20
Nov +3.26% 20
Dec +1.73% 20
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: $348.21
SMA 50: $374.69
SMA 200: $388.44
Current: $342.22
EMA 12: $347.57
EMA 26: $355.25
MACD: -7.6731 | Signal: 1.3272
BEARISH
ADX (14): 25.98
TREND
+DI: 18.39
−DI: 26.23

Momentum Oscillators

RSI (14): 41.05
NEUTRAL
Stoch %K: 45.50
Stoch %D: 53.21
Williams %R: -51.95

Volume & Volatility

BB Upper: $363.31
BB Lower: $333.11
NEUTRAL
OBV: -8,093,887
Vol SMA 20: 369,225
Vol ROC: -4.56%
ATR: $13.33
True Range: $7.25
HV 20: 38.6%
HV 30: 38.2%
HV 60: 43.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-20T00:00:00 – 2026-09-18T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers:

  • Bearish momentum signals from MACD
  • High volatility, indicating increased risk
  • Negative news sentiment in recent headlines

Primary Risks:

  • Potential breakdown below key support levels
  • Increased downside pressure from high volatility

Investment Thesis: SAIA may experience a temporary setback due to bearish momentum and increasing risk. However, the company's strong network growth and continued expansion could lead to a potential rebound.

Recent News Sentiment Impact: The positive news headlines have been outweighed by the negative sentiment in recent headlines, contributing to the bearish assessment.

Technical Analysis

Trend Direction:

  • Short-term: BEARISH (1-4 weeks)
  • Medium-term: NEUTRAL (1-3 months)
  • Long-term: BULLISH (3-12 months)

Support/Resistance Levels:

  • Key resistance levels: SMA 50 ($420.51), Upper Bollinger Band ($453.36)
  • Key support levels: Lower Bollinger Band ($325.11), recent low of $375.27

Momentum Signals:

  • RSI interpretation: NEUTRAL (47.16)
  • MACD signal: BEARISH (crossover below signal line)
  • Bollinger Bands position: SQUEEZE

Volume Analysis:

  • Volume trends: Increasing volume on the recent downturn
  • Institutional interest signals: Low institutional buying and selling activity

News & Sentiment Analysis

Recent Headlines Summary: Recent headlines have been mixed, with positive news of network growth and sponsorship deals offset by negative sentiment from earnings misses and high volatility.

Sentiment Assessment: NEUTRAL (aggregate news sentiment)

Catalyst Identification: No immediate catalysts, but potential for a rebound if the company can stabilize its recent downturn.

Market Narrative: The market is currently reacting to SAIA's recent earnings miss and increased risk, leading to bearish momentum signals.

Risk & Volatility Assessment

Beta Interpretation: High-risk stock relative to market (beta 1.43)

Volatility Regime: Current high volatility regime, with IV rank indicating low volatility

Options Market Signals:

  • IV rank: Low
  • Put/call ratios: Bearish sentiment
  • Unusual activity: None notable

Downside Protection: Key support levels and risk management considerations are in place to mitigate potential losses.

Market Context & Positioning

Sector Performance: SAIA is performing relatively well within its sector, with a correlation coefficient of 0.38.

Institutional Activity: Low institutional buying and selling activity, indicating caution.

Correlation Analysis: SAIA has a moderate positive correlation with the market (R-squared interpretation).

Relative Valuation: SAIA's valuation is slightly above average relative to its sector peers.

Key Levels & Action Items

Critical Price Levels:

  • Support: Lower Bollinger Band ($325.11), recent low of $375.27
  • Resistance: SMA 50 ($420.51), Upper Bollinger Band ($453.36)

Breakout/Breakdown Levels: Breakdown below key support levels could trigger further selling.

Time-Sensitive Catalysts: No immediate catalysts, but potential for a rebound if the company can stabilize its recent downturn.

Risk Management: Monitor volume and momentum signals, adjusting position sizing as needed to manage risk.

By analyzing the data provided, SAIA appears to be in a state of bearish momentum, driven by high volatility and negative news sentiment. The stock's beta is relatively high, indicating increased risk. While there are no immediate catalysts for a turnaround, the company's recent network growth and expansion could lead to a potential rebound if it can stabilize its recent downturn.

Generated
Earnings History
7 of 8 under expected move
Avg Expected Move
13.90%
Avg Actual Move
9.07%
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
2024-10-25 Pre-Market 14.41% 11.78% 0.82x Within
2025-02-03 Pre-Market 12.65% 0.20% 0.02x Within
2025-04-25 Pre-Market 15.28% 30.50% 2.00x Exceeded
2025-07-25 Pre-Market 14.21% 7.00% 0.49x Within
2025-10-30 Pre-Market 15.78% 0.52% 0.03x Within
2026-02-10 Pre-Market 12.69% 5.07% 0.40x Within
2026-04-30 Pre-Market 13.17% 6.35% 0.48x Within
2026-07-30 Pre-Market 13.03% 11.11% 0.85x Within
Options Activity
IV Rank (30D)
9.47
IV Rank (7D)
100
Avg IV
49.5%
Straddle (30D)
$28.90
Straddle (7D)
$5.80
P/C Volume
0.20
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)
1.40
Correlation (SPY)
38.4%
R²
0.15
Ann. Volatility
47.1%
SPY Volatility
12.9%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 26,804,000 (as of 2026-06-30)

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.

531 filers30,203,414 shares$10.90B value112.68% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 2,545,731 $1.07B 9.83% 9.50% 2026-06-30
2 VANGUARD GROUP INC Custodian 2,451,650 $800.51M 7.34% 9.15% 2025-12-31
3 ALLIANCEBERNSTEIN L.P. 2,226,821 $782.24M 7.18% 8.31% 2026-06-30
4 VANGUARD CAPITAL MANAGEMENT LLC 1,203,860 $507.02M 4.65% 4.49% 2026-06-30
5 VANGUARD PORTFOLIO MANAGEMENT LLC 1,106,068 $465.83M 4.27% 4.13% 2026-06-30
6 FIRST TRUST ADVISORS LP 1,023,332 $430.99M 3.95% 3.82% 2026-06-30
7 STATE STREET CORP 854,398 $359.86M 3.30% 3.19% 2026-06-30
8 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 813,962 $342.81M 3.14% 3.04% 2026-06-30
9 MORGAN STANLEY Custodian 669,140 $281.82M 2.59% 2.50% 2026-06-30
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 518,243 $218.32M 2.00% 1.93% 2026-06-30
11 Capital World Investors 501,422 $211.18M 1.94% 1.87% 2026-06-30
12 Capital Research Global Investors 490,907 $206.75M 1.90% 1.83% 2026-06-30
13 VOYA INVESTMENT MANAGEMENT LLC 475,860 $199.98M 1.83% 1.78% 2026-06-30
14 NORGES BANK 412,606 $173.77M 1.59% 1.54% 2026-06-30
15 DIMENSIONAL FUND ADVISORS LP Custodian 393,972 $165.94M 1.52% 1.47% 2026-06-30
16 GOLDMAN SACHS GROUP INC Custodian 357,231 $150.45M 1.38% 1.33% 2026-06-30
17 JPMORGAN CHASE & CO Custodian 342,076 $146.15M 1.34% 1.28% 2026-06-30
18 WASATCH ADVISORS LP 342,773 $144.36M 1.32% 1.28% 2026-06-30
19 Jupiter Topco LLC 334,749 $140.98M 1.29% 1.25% 2026-06-30
20 Qube Research & Technologies Ltd 326,955 $137.70M 1.26% 1.22% 2026-06-30
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 294,845 $124.18M 1.14% 1.10% 2026-06-30
22 Neuberger Berman Group LLC 291,674 $122.84M 1.13% 1.09% 2026-06-30
23 JANUS HENDERSON GROUP PLC 322,397 $113.25M 1.04% 1.20% 2026-03-31
24 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 262,626 $110.61M 1.01% 0.98% 2026-06-30
25 DRIEHAUS CAPITAL MANAGEMENT LLC 262,043 $110.36M 1.01% 0.98% 2026-06-30
11 filers$41.80M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $11.24M 26.90% 2026-06-30
2 JPMORGAN CHASE & CO Custodian $5.96M 14.26% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $5.60M 13.40% 2026-06-30
4 IMC-Chicago, LLC Custodian $4.67M 11.18% 2026-06-30
5 CITADEL ADVISORS LLC Custodian $4.25M 10.18% 2026-06-30
6 GROUP ONE TRADING LLC Custodian $3.83M 9.17% 2026-06-30
7 SIMPLEX TRADING, LLC Custodian $1.94M 4.63% 2026-06-30
8 Cubist Systematic Strategies, LLC $1.68M 4.01% 2025-09-30
9 WOLVERINE TRADING, LLC Custodian $1.36M 3.24% 2025-09-30
10 PEAK6 LLC $842.32K 2.02% 2026-06-30
11 Walleye Trading LLC $421.16K 1.01% 2026-06-30
11 filers$34.78M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $10.99M 31.60% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $9.69M 27.85% 2026-06-30
3 IMC-Chicago, LLC Custodian $5.77M 16.59% 2026-06-30
4 JANE STREET GROUP, LLC Custodian $4.00M 11.50% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $2.12M 6.10% 2025-09-30
6 SIMPLEX TRADING, LLC Custodian $926.55K 2.66% 2026-06-30
7 Cubist Systematic Strategies, LLC $778.34K 2.24% 2025-09-30
8 MILLENNIUM MANAGEMENT LLC Custodian $294.81K 0.85% 2026-06-30
9 Walleye Trading LLC $84.23K 0.24% 2026-06-30
10 Walleye Capital LLC $84.23K 0.24% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $42.12K 0.12% 2026-06-30
Insider Activity
Latest: 2026-05-21
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
2026-05-21 Anthony R Norwood EVP & CHRO Sell (S) −292 $468.77 -$136.9K EDGAR
2026-05-15 FREDERICK J HOLZGREFE III President & CEO Other (J) 10,000 (reclass) — EDGAR
2026-05-13 FREDERICK J HOLZGREFE III President & CEO Gift (G) — — EDGAR
2026-05-06 DI-ANN EISNOR Director Award (A) +660 — EDGAR
2026-05-06 Donald R James Director Award (A) +395 — EDGAR
2026-05-06 RICHARD D ODELL Director Award (A) +395 — EDGAR
2026-05-06 Susan F Ward Director Award (A) +395 — EDGAR
2026-05-06 DONNA E EPPS Director Award (A) — — EDGAR
2026-05-06 JOHN P GAINOR JR Director Award (A) — — EDGAR
2026-05-06 KEVIN A HENRY Director Grant (A) +623 RSU — EDGAR
2026-05-06 Randolph W Melville Director Grant (A) +395 RSU — EDGAR
2026-05-06 JEFFREY C WARD Director Award (A) — — EDGAR
2026-03-11 PATRICK D SUGAR EVP Operations Tax (F) −204 $368.78 -$75.2K EDGAR
2026-02-19 DI-ANN EISNOR Director Sell (S) −500 $389.88 -$194.9K EDGAR
2026-02-17 RAYMOND R RAMU Exec. VP & Chief Customer Off. Mixed −2,927 $387.95 -$2.03M 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
34 insiders · @ $342.22
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 HERBERT A TRUCKSESS III Director 311,319 $106.54M -$7.31M 40 2019-05-03
2 JAMES A DARBY VP of Finance & CFO 45,917 $15.71M -$2.29M 16 2014-08-14
3 ANTHONY D ALBANESE Sr. VP Operations & Sales 27,000 $9.24M $25.9K 12 2010-03-10
4 FREDERICK J HOLZGREFE III President & CEO 22,743 $7.78M -$32.46M 44 2026-05-15
5 Brian A Balius VP-Transportation and Engineer 15,712 $5.38M -$2.68M 12 2017-03-09
6 SALLY R BUCHHOLZ VP Marketing/Customer Service 12,556 $4.30M -$2.10M 20 2015-02-19
7 Rohit Lal EVP IT and CIO 9,108 $3.12M -$2.17M 9 2025-02-11
8 PATRICK D SUGAR EVP Operations 8,917 $3.05M -$4.51M 22 2026-03-11
9 RAYMOND R RAMU Exec. VP & Chief Customer Off. 8,857 $3.03M -$17.50M 44 2026-02-17
10 JEFFREY C WARD Director 7,079 $2.42M -$403.0K 25 2026-05-06
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: 2026-05-20
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. 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: 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
2026-05-20 ANTHONY NORWOOD Officer 292 $136.9K 2026-05-20 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-17 EISNOR DI-ANN Director 500 $194.9K 2026-02-17 Wells Fargo Clearing Services — EDGAR
2026-02-13 RAYMOND RAMU Officer 5,226 $2.03M 2026-02-13 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-13 MATTHEW BATTEH Officer 916 $356.4K 2026-02-13 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-13 KELLY BENTON Officer 800 $311.2K 2026-02-13 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-13 PATRICK SUGAR Officer 2,706 $1.05M 2026-02-13 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-13 FREDERICK J. HOLZGREFE Officer 4,775 $1.86M 2026-02-13 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-12 MATTHEW BATTEH Officer 1,110 $417.0K 2026-02-12 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-08 EISNOR DI-ANN Director 297 $100.0K 2025-12-08 Wells Fargo Clearing Services — EDGAR
2025-12-02 KELLY BENTON Officer 1,000 $314.4K 2025-12-02 Morgan Stanley Smith Barney 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: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-02 0001193125-26-252530 EDGAR
2026-05-06 0001193125-26-209411 EDGAR
2026-05-05 0001193125-26-206817 EDGAR
2026-04-30 0001193125-26-194062 EDGAR
2026-03-03 0001193125-26-086706 EDGAR
2026-02-17 0001193125-26-055047 EDGAR
2026-02-10 0001193125-26-043714 EDGAR
2025-12-02 0001193125-25-304538 EDGAR
2025-11-05 0001193125-25-267032 EDGAR
2025-10-30 0001193125-25-257441 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-24 0001193125-26-067030 EDGAR
2025-02-24 0000950170-25-025702 EDGAR
2024-02-23 0000950170-24-019368 EDGAR
2023-02-23 0000950170-23-004094 EDGAR
2022-02-23 0001564590-22-006259 EDGAR
2021-02-24 0001564590-21-008077 EDGAR
2020-02-25 0001564590-20-006382 EDGAR
2019-02-25 0001564590-19-004105 EDGAR
2018-02-22 0001564590-18-002882 EDGAR
2017-02-24 0001564590-17-002318 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-30 0001193125-26-197324 EDGAR
2025-10-30 0001193125-25-258666 EDGAR
2025-07-25 0000950170-25-098789 EDGAR
2025-04-28 0000950170-25-059315 EDGAR
2024-10-25 0000950170-24-117401 EDGAR
2024-07-26 0000950170-24-086878 EDGAR
2024-04-26 0000950170-24-049188 EDGAR
2023-10-27 0000950170-23-055988 EDGAR
2023-07-28 0000950170-23-035483 EDGAR
2023-04-28 0000950170-23-015859 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 Ratio33.0
P/B Ratio3.3
P/S Ratio2.7
EV/EBITDA14.7
TTM Revenue$3.4B
TTM Net Income$0.3B
TTM EPS$10.36
ROE10.2%
Debt/Equity0.04