GlobeNewswire Inc.T3·17mo ago
SHIM Shimmick Corporation 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.
SHIM
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Key stats
Related
About
- Industry (SIC)
- HEAVY CONSTRUCTION OTHER THAN BLDG CONST - CONTRACTORS (1600) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 971
- List Date
- 2023-11-14
- CIK
- 0001887944
- Next Earnings
- 2026-11-12
- EPS Forecast
- $0.03 (1 est.)
- Headquarters
- Irvine, CA
- Homepage
- https://www.shimmick.com
Shimmick Corp is engaged in delivering turnkey infrastructure solutions that strengthen critical markets across water, energy, climate resiliency, and sustainable transportation. It selectively focuses on the following types of infrastructure projects: Water Treatment, Water Resources, and Other Critical Infrastructure. In water treatment projects the company expands, rehabilitates, upgrades, builds and rebuilds water and wastewater treatment infrastructure. In Other Critical Infrastructure projects, It builds, retrofits, expands, rehabilitates, operates, and maintains critical infrastructure,…
Summary
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composite
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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
| Month | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|
| Jan | -- | -5.20% | -2.60% | 22.95% | 5.05% |
| Feb | -- | -2.58% | -15.51% | -14.70% | -10.93% |
| Mar | -- | -7.69% | -10.00% | -5.90% | -7.86% |
| Apr | -- | -14.95% | -2.84% | 32.64% | 4.95% |
| May | -- | -53.22% | -5.14% | -34.32% | -30.89% |
| Jun | -- | -14.84% | 5.88% | 24.18% | 5.07% |
| Jul | -- | 105.03% | -14.08% | -14.77% | 25.39% |
| Aug | -- | -2.72% | 79.64% | -13.69% | 21.08% |
| Sep | -- | -19.54% | -10.00% | -10.00% | -13.18% |
| Oct | -- | -15.48% | -20.48% | -23.14%* | -19.70% |
| Nov | -3.13% | 19.04% | 18.92% | -- | 11.61% |
| Dec | 7.49% | -7.50% | 15.42% | -- | 5.14% |
| Total | 4.13% | -56.86% | 9.58% | -45.67% | -22.21% |
* Only 4 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $2.73
SMA 50: $3.24
SMA 200: $3.81
Current: $2.27
EMA 12: $2.50
EMA 26: $2.79
MACD: -0.2908 | Signal: -0.0276
BEARISH
ADX (14): 31.85
TREND
+DI: 13.04
−DI: 31.75
Momentum Oscillators
RSI (14): 25.11
OVERSOLD
Stoch %K: 10.97
Stoch %D: 8.61
Williams %R: -91.03
Volume & Volatility
BB Upper: $3.42
BB Lower: $2.04
NEUTRAL
OBV: 25,666,169
Vol SMA 20: 88,020
Vol ROC: -71.57%
ATR: $0.18
True Range: $0.12
HV 20: 61.5%
HV 30: 57.3%
HV 60: 66.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (confidence level: 6/10)
Key Drivers and Primary Risks:
- Technical signals indicate a short-term downtrend, while news sentiment is positive.
- High volatility suggests potential for significant price movements.
2-3 sentence investment thesis: Shimmick Corporation's recent earnings releases and management changes have not significantly impacted the stock price. The company's transformation into a water infrastructure company may be driving some positivity in news headlines. However, high volatility and technical downtrend suggest caution is warranted.
Recent News Sentiment Impact: Positive news sentiment from recent earnings releases and management changes has slightly offset the bearish technical signals.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Downtrend
- Medium-term (1-3 months): Range-bound
- Long-term (3-12 months): Uptrend
Support/Resistance Levels:
- SMA 20: $3.88 (resistance)
- SMA 50: $3.89 (resistance)
- Lower Bollinger Band: $3.34 (support)
Momentum Signals:
- RSI interpretation: Neutral (44.09)
- MACD signal: Bearish
- Bollinger Bands position: Squeeze
Volume Analysis:
- Volume SMA 20: 99041.10 (decreasing trend)
- On-Balance Volume (OBV): 27042068.70 (weak buying pressure)
- Volume Rate of Change: -25.50% (increasing bearish momentum)
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines around earnings releases and management changes.
Sentiment Assessment: Positive sentiment dominates recent news articles.
Catalyst Identification: Upcoming earnings release on May 14, 2025, may provide clarity on the company's transformation into a water infrastructure company.
Market Narrative: News sentiment aligns with the bearish technical signals, suggesting potential for further price declines.
Risk & Volatility Assessment
Beta Interpretation: High-risk stock (beta: 1.51).
Volatility Regime: Current volatility is higher than historical levels.
Options Market Signals: No options data available.
Downside Protection: Support levels and risk management considerations are essential due to high volatility and technical downtrend.
Market Context & Positioning
Sector Performance: Water Infrastructure sector has been weak recently.
Institutional Activity: Decreasing volume suggests institutional interest is waning.
Correlation Analysis: Stock moves more than the market (R-squared: 0.22).
Relative Valuation: Shimmick Corporation's stock price is relatively cheap compared to historical levels and industry peers.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($3.88) and Lower Bollinger Band ($3.34) are key support levels.
Breakout/Breakdown Levels: SMA 50 ($3.89) is a resistance level, while the Lower Bollinger Band is a potential support level.
Time-Sensitive Catalysts: Earnings release on May 14, 2025, may provide clarity on the company's transformation.
Risk Management: Consider stop-loss levels around SMA 20 and risk management strategies to mitigate potential losses.
Please note that this analysis is based on the provided data and is not a buy or sell recommendation. The analysis will change as new data becomes available.
Generated
News
All SHIM news →
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SHIM Options Activity & IV Rank
Loading options activity...
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
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—
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
Risk Metrics
Beta: 1.7744
Alpha: 11.02%
Correlation: 0.2649
R-Squared: 7.0%
Stock Volatility: 85.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own SHIM
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $574K | #2552 of 3138 | +251.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $112K | #5751 of 6285 | -0.1% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $62K | #3664 of 3716 | 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
SHIM 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 |
|---|
SHIM Insider Trading (Form 4)
Latest: 2026-10-15Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Cola Jaime Jose Hurtado | Chief Legal Officer | Grant (A) | +159,745 RSU | — | EDGAR | |
| 2026-09-02 | Todd Wilbur Yoder | Chief Financial Officer | Exer (M) | +113,315 RSU | — | EDGAR | |
| 2026-09-02 | Ural Yal | Chief Executive Officer | Exer (M) | +311,615 RSU | — | EDGAR | |
| 2026-06-04 | Geoffrey E. Heekin | Director | Exer (M) | +100,671 | — | EDGAR | |
| 2026-06-04 | Peter Kravitz | Director | Exer (M) | +100,671 | — | EDGAR | |
| 2026-06-04 | Joseph Del Guercio | Director | Exer (M) | +100,671 | — | EDGAR | |
| 2026-06-02 | Sarah Beth Tacker | Chief Operating Officer | Mixed | +18,133 | $3.54 | -$30.0K | EDGAR |
| 2026-04-16 | Todd Wilbur Yoder | Chief Financial Officer | Mixed | +93,519 | $3.91 | -$151.4K | EDGAR |
| 2026-03-20 | Mitchell B. Goldsteen | Director | Sell (S) | −125,000 | $2.86 | -$357.5K | EDGAR |
| 2025-12-04 | Ural Yal | Chief Executive Officer | Exer (M) | +173,205 | — | EDGAR | |
| 2025-12-02 | Todd Wilbur Yoder | Chief Financial Officer | Buy (P) | +2,000 | $2.80 | $5.6K | EDGAR |
| 2025-09-02 | Mitchell B. Goldsteen | Director | Sell (S) | −25,206 | $3.05 | -$76.9K | EDGAR |
| 2025-08-27 | Mitchell B. Goldsteen | Director | Sell (S) | −9,229 | $3.32 | -$30.6K | EDGAR |
| 2025-08-22 | Todd Wilbur Yoder | Chief Financial Officer | Award (A) | +2,000 | $2.80 | $5.6K | EDGAR |
| 2025-08-18 | Mitchell B. Goldsteen | Director | Sell (S) | −37,105 | $2.21 | -$82.0K | 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.
SHIM Insider Holdings
9 insiders · @ $2.27
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Mitchell B. Goldsteen | Director | 20,974,873 | $47.72M | -$2.31M | 49 | 2026-03-20 |
| 2 | Joseph Del Guercio | Director | 224,576 | $510.9K | $0 | 5 | 2026-06-04 |
| 3 | Geoffrey E. Heekin | Director | 209,449 | $476.5K | $0 | 4 | 2026-06-04 |
| 4 | Peter Kravitz | Director | 184,940 | $420.7K | $0 | 3 | 2026-06-04 |
| 5 | Ural Yal | Chief Executive Officer | 173,205 | $394.0K | $0 | 3 | 2026-09-02 |
| 6 | J Brendan Herron | Director | 155,778 | $354.4K | $51.9K | 5 | 2025-06-05 |
| 7 | Todd Wilbur Yoder | Chief Financial Officer | 111,912 | $254.6K | $5.6K | 5 | 2026-09-02 |
| 8 | Carolyn Trabuco | Director | 96,046 | $218.5K | -$21.4K | 5 | 2025-06-05 |
| 9 | Sarah Beth Tacker | Chief Operating Officer | 18,133 | $41.3K | $0 | 1 | 2026-06-02 |
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.
SHIM Board & Officers
As of SEC filings through Oct 15, 2026Directors 6
- Geoffrey E. Heekin · since Nov 13, 2023
- Mitchell B. Goldsteen · since Nov 13, 2023
- Steven E. Richards · since Nov 13, 2023
- Joseph Del Guercio · since Dec 14, 2023
- Peter Kravitz · since May 20, 2024
- Ural Yal · since Dec 2, 2024
Officers 4
- Ural Yal · Chief Executive Officer · since Dec 2, 2024
- Todd Wilbur Yoder · Chief Financial Officer · since Apr 14, 2025
- Sarah Beth Tacker · Chief Operating Officer · since Apr 28, 2026
- Cola Jaime Jose Hurtado · Chief Legal Officer · since Oct 9, 2026
10% owners 1
- Mitchell B. Goldsteen · since Nov 13, 2023
Changes in the last 10 years (21)
| Oct 9, 2026 | Cola Jaime Jose Hurtado became Chief Legal Officer |
| Apr 28, 2026 | Sarah Beth Tacker became Chief Operating Officer |
| Jun 5, 2025 | J Brendan Herron reported in an SEC filing no longer being a director |
| Jun 5, 2025 | Carolyn Trabuco reported in an SEC filing no longer being a director |
| Apr 14, 2025 | Todd Wilbur Yoder became Chief Financial Officer |
| Dec 2, 2024 | Ural Yal became a director |
| Dec 2, 2024 | Ural Yal became Chief Executive Officer |
| Nov 12, 2024 | The company announced the departure of Steven E. Richards as Chief Executive Officer in an SEC filing |
| Jun 21, 2024 | The company announced the departure of Devin Nordhagen as Executive Vice President, Chief Financial Officer in an SEC filing |
| Jun 18, 2024 | Amanda Mobley became Interim Chief Financial Officer |
| May 20, 2024 | Peter Kravitz became a director |
| May 20, 2024 | Aecom became a 10% owner |
| Dec 14, 2023 | Joseph Del Guercio became a director |
| Nov 13, 2023 | Steven E. Richards became a director |
| Nov 13, 2023 | Steven E. Richards became Chief Executive Officer |
| Nov 13, 2023 | Mitchell B. Goldsteen became a director |
| Nov 13, 2023 | Mitchell B. Goldsteen became a 10% owner |
| Nov 13, 2023 | J Brendan Herron became a director |
| Nov 13, 2023 | Geoffrey E. Heekin became a director |
| Nov 13, 2023 | Devin Nordhagen became Executive Vice President, Chief Financial Officer |
| Nov 13, 2023 | Carolyn Trabuco became a director |
Not reported recently (2)
- Amanda Mobley · Last reported as Interim Chief Financial Officer in an SEC filing dated Jun 27, 2024
- Aecom · Last reported as a 10% owner in an SEC filing dated Jun 26, 2024
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
SHIM Proposed Insider Sales (Form 144)
Latest: 2026-03-17
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | Mitchell B. Goldsteen | Director, 10% Holder | 250,000 | $762.5K | 2026-03-17 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2025-12-11 | Mitchell B. Goldsteen | Director, 10% Holder | 50,000 | $130.5K | 2025-12-11 | J.P. Morgan Securities LLC | — | EDGAR |
| 2025-08-29 | Goldsteen Mitchell B. | Affiliate | 14,706 | $43.5K | 2025-08-29 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-28 | Goldsteen Mitchell B. | Affiliate | 10,500 | $33.4K | 2025-08-28 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-27 | Goldsteen Mitchell B. | Affiliate | 9,229 | $30.7K | 2025-08-27 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-15 | Goldsteen Mitchell B. | AFFILIATE | 30,805 | $68.7K | 2025-08-15 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-14 | Goldsteen Mitchell B. | AFFILIATE | 6,300 | $13.3K | 2025-08-14 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-13 | Goldsteen Mitchell B. | Affiliate | 8,000 | $16.8K | 2025-08-13 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-12 | Goldsteen Mitchell B. | AFFILIATE | 2,116 | $4.2K | 2025-08-12 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
| 2025-08-11 | Goldsteen Mitchell B. | Affiliate | 15,310 | $30.0K | 2025-08-11 | TD SECURITIES (USA) LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
13 ETFs hold SHIM
13 shown · $2.40M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $857,885 | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $522,777 | $74.6B | 2026-10-23 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $485,565 | — | 2026-09-30 |
| 4 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $236,756 | $13.7B | 2026-10-23 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $178,788 | — | 2026-09-30 |
| 6 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $70,806 | $1.2B | 2026-10-23 |
| 7 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.00% | $31,143 | — | 2026-09-30 |
| 8 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $11,398 | — | 2026-10-26 |
| 9 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $1,349 | — | 2026-10-26 |
| 10 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $1,037 | — | 2026-10-26 |
| 11 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $733 | — | 2026-10-26 |
| 12 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $30 | — | 2026-10-26 |
| 13 | RB ProShares Russell 2000 Dynamic Buffer ETF | ProShares | 0.00% | $11 | — | 2026-10-26 |
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.