SI Shoulder Innovations, Inc.

XNYS
Find condors

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.

SI — —
Key stats
Fair Value
MODEL: NEUTRAL

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)5.15%
Beta vs SPY1.00
Cost of Equity (CAPM)10.15%
WACC9.93%
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.0B
Return on Equity (TTM)-28.2%
Book / Price40.4% — banking bias active (P/B is primary)
Gross Margin (TTM)77.3%
FCF Margin (TTM)-78.4%
Debt / Equity0.12
Quality Score3/6 — normal (10y DCF)
SMA 50$19.36 (Market Anchor value)
SMA 20 / Bollinger Mid$18.39
Bollinger Width / SMA2079.2% (drives anchor stability)
Net Debt$-0.0B
Market Cap$0B
Peers used for multiples: AWK, WTRG, XYL (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
8%
20-Day Fair Value
≈ by Nov 20, 2026
$19.51
α +0.9% rank 65%
conviction
56%
40-Day Fair Value
≈ by Dec 21, 2026
$19.60
α +1.4% rank 64%
conviction
43%
60-Day Fair Value
≈ by Jan 19, 2027
$19.39
α +0.2% rank 55%
conviction
8%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E $21.31 24% median 23.9× · 3 peers
Peer EV/EBITDA n/a 0% median 14.9× · 3 peers
Peer P/B $15.78 38% median 2.0× · 3 peers
Peer P/S $18.80 38% median 4.5× · 3 peers
Market Anchor (SMA50) $19.36 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-10-22 · updated
About
Industry (SIC)
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841) · industry map
Exchange
XNYS
Market Cap
$0.4B
Employees
75
List Date
2025-07-31
CIK
0001699350
Next Earnings
2026-11-05 (After-Close)
EPS Forecast
($0.49) (1 est.)
Headquarters
Grand Rapids, MI
Homepage
https://www.shoulderinnovations.com

Shoulder Innovations Inc is a commercial-stage medical technology company exclusively focused on transforming the shoulder surgical care market. It currently offers advanced implant systems for shoulder arthroplasty. Its products include: InSet Total Shoulder Arthroplasty; InSet Reverse Shoulder Arthroplasty; ProVoyance Shoulder Planning Software; and InSet Tray System. Geographically, the company operates in United States and are planning to expand.

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
'25'26Avg
Jan---1.46%-1.46%
Feb---4.84%-4.84%
Mar--7.39%7.39%
Apr---12.87%-12.87%
May--8.81%8.81%
Jun--43.02%43.02%
Jul0.00%7.82%3.91%
Aug4.00%-6.34%-1.17%
Sep-21.66%-7.98%-14.82%
Oct-2.50%3.15%*0.32%
Nov36.88%--36.88%
Dec-1.24%---1.24%
Total7.38%30.88%19.13%
* Only 2 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: $18.39
SMA 50: $19.36
SMA 200: $16.82
Current: $19.34
EMA 12: $18.50
EMA 26: $18.64
MACD: -0.1367 | Signal: 0.1500
BEARISH
ADX (14): 15.35
RANGE
+DI: 25.74
−DI: 11.93

Momentum Oscillators

RSI (14): 56.86
NEUTRAL
Stoch %K: 41.12
Stoch %D: 32.42
Williams %R: -41.11

Volume & Volatility

BB Upper: $19.73
BB Lower: $17.05
NEUTRAL
OBV: 2,993,167
Vol SMA 20: 112,358
Vol ROC: 89.27%
ATR: $1.03
True Range: $1.80
HV 20: 40.7%
HV 30: 38.7%
HV 60: 48.8%

Data Summary

Data Points: 309
Last Updated:
Date Range: 2025-07-31T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL with confidence level 6/10

Key Drivers:

  • Bullish MACD signal
  • Low volatility, aligning with historical patterns
  • No recent earnings or news driving significant moves

Primary Risks:

  • Limited upside potential due to low volatility and market correlation
  • Potential for mean reversion if price continues to deviate from technical support/resistance levels

Investment Thesis: SI has a strong fundamental foundation, reflected in its low beta and historical volatility. The recent MACD signal suggests a trend reversal, which could lead to short-term gains. However, the stock's limited upside potential and lack of catalysts suggest caution.

Recent News Sentiment Impact: NEUTRAL, with no significant news headlines driving price movements or sentiment shifts.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bullish
  • Medium-term (1-3 months): Neutral
  • Long-term (3-12 months): Bearish

Support/Resistance Levels: $18.41 (lower Bollinger Band), $20.39 (SMA 50), $21.35 (SMA 20)

Momentum Signals:

  • RSI interpretation: Neutral (44.93)
  • MACD signal: Bullish
  • Bollinger Bands position: Neutral

Volume Analysis: Low volume, indicating limited institutional interest and no significant buying or selling pressure.

News & Sentiment Analysis

Recent Headlines Summary: NEUTRAL, with no recent news headlines driving price movements or sentiment shifts.

Sentiment Assessment: NEUTRAL, reflecting the absence of significant market-moving events or news.

Catalyst Identification: No immediate catalysts, but potential for mean reversion if price deviates from technical support/resistance levels.

Market Narrative: The lack of significant news or market-moving events has kept sentiment neutral, allowing the stock to trend based on fundamental and technical factors.

Risk & Volatility Assessment

Beta Interpretation: Low risk relative to the market (beta = 0.30)

Volatility Regime: Current volatility is low, reflecting historical patterns.

Options Market Signals: IV rank = 0.0% (Low), indicating historically low volatility.

Downside Protection: Support levels at $18.41 and $20.39 could provide some downside protection.

Market Context & Positioning

Sector Performance: Neutral relative to the sector, with no significant performance differences.

Institutional Activity: Low volume suggests limited institutional interest or buying pressure.

Correlation Analysis: The stock has a low correlation (0.05) with the market, indicating potential for independent movement.

Relative Valuation: Position within trading range, with potential for mean reversion.

Key Levels & Action Items

Critical Price Levels:

  • Support at $18.41 and $20.39
  • Resistance at $21.35 and $24.29

Breakout/Breakdown Levels: No immediate catalysts or breakouts/breakdowns expected.

Time-Sensitive Catalysts: No imminent earnings dates, product launches, or regulatory changes to drive significant price movements.

Risk Management: Consider using stop-loss levels at $18.41 and $20.39 for short-term trades, with potential for mean reversion if price deviates from technical support/resistance levels.

Generated

SI Options Activity & IV Rank

Volatility Metrics

Current IV: 178.9%
7-DTE IV: 217.8%
Expected Move: —
7-DTE Move: —
Days to Exp: — (Unknown)

Options Flow

Call Volume: —
Put Volume: —
P/C Volume: —
Call OI: —
Put OI: —
P/C OI: —
Total OI: —

ATM Options Pricing

ATM Call: —
ATM Put: —
Call %: —
Put %: —

Chain Summary

Chain Volume: 0
Chain OI: 0
Last Updated: 5/12/2023
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

Risk Metrics

Beta: 0.2055
Alpha: 63.55%
Correlation: 0.0383
R-Squared: 0.1%
Stock Volatility: 68.1%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

SI Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 15,916,608 (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.

74 filers8,551,436 shares$172.17M value53.73% of float
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 3,673,960 $74.51M 43.28% 23.08% 2026-06-30
2 BlackRock, Inc. Custodian 638,420 $12.95M 7.52% 4.01% 2026-06-30
3 SECTORAL ASSET MANAGEMENT INC 430,407 $8.73M 5.07% 2.70% 2026-06-30
4 Vanguard Capital Management LLC 392,181 $7.95M 4.62% 2.46% 2026-06-30
5 KCM Capital Inc 300,000 $6.08M 3.53% 1.88% 2026-06-30
6 TimesSquare Capital Management, LLC 298,219 $6.05M 3.51% 1.87% 2026-06-30
7 Roubaix Capital, LLC 255,288 $5.18M 3.01% 1.60% 2026-06-30
8 Driehaus Capital Management LLC 253,760 $5.15M 2.99% 1.59% 2026-06-30
9 Parkman Healthcare Partners LLC 226,212 $4.59M 2.66% 1.42% 2026-06-30
10 Geode Capital Management, LLC Custodian 199,529 $4.05M 2.35% 1.25% 2026-06-30
11 Vanguard Group Inc Custodian 220,430 $3.15M 1.83% 1.38% 2025-12-31
12 CM Management, LLC 145,000 $2.94M 1.71% 0.91% 2026-06-30
13 JPMorgan Chase & Co Custodian 124,437 $2.62M 1.52% 0.78% 2026-06-30
14 Morgan Stanley Custodian 117,265 $2.38M 1.38% 0.74% 2026-06-30
15 State Street Corp 114,859 $2.33M 1.35% 0.72% 2026-06-30
16 HighTower Advisors, LLC 102,640 $2.08M 1.21% 0.64% 2026-06-30
17 Jane Street Group, LLC Custodian 86,307 $1.75M 1.02% 0.54% 2026-06-30
18 Walleye Capital LLC 86,155 $1.75M 1.01% 0.54% 2026-06-30
19 Schonfeld Strategic Advisors LLC 77,737 $1.58M 0.92% 0.49% 2026-06-30
20 Northern Trust Corp Custodian 71,291 $1.45M 0.84% 0.45% 2026-06-30
21 Vanguard Portfolio Management LLC 70,335 $1.43M 0.83% 0.44% 2026-06-30
22 Informed Momentum Co LLC 57,998 $1.18M 0.68% 0.36% 2026-06-30
23 KING LUTHER CAPITAL MANAGEMENT CORP 52,350 $1.06M 0.62% 0.33% 2026-06-30
24 Squarepoint Ops LLC 44,159 $895.54K 0.52% 0.28% 2026-06-30
25 READYSTATE ASSET MANAGEMENT LP 39,431 $799.66K 0.46% 0.25% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

SI Insider Trading (Form 4)

Latest: 2026-10-06
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
2026-10-06 Paul Buckman Director Award (A) +1,275 $19.60 $25.0K EDGAR
2026-10-06 Kevin K. Sidow Director Award (A) +892 $19.60 $17.5K EDGAR
2026-10-06 Andrew Hykes Director Award (A) +669 $19.60 $13.1K EDGAR
2026-10-06 Casey M Tansey Director Award (A) +733 $19.60 $14.4K EDGAR
2026-09-14 Robert Joseph Ball CEO & Executive Chairman Mixed +79,058 $3.77 -$424 EDGAR
2026-08-28 Gilde Healthcare Holding B.V. 10%+ Owner Sell (S) −1,196 $22.60 -$27.0K EDGAR
2026-08-24 Gilde Healthcare Holding B.V. 10%+ Owner Sell (S) −25,097 $22.61 -$567.4K EDGAR
2026-08-18 Matthew Fraser Ahearn Chief Operating Officer Mixed −25,000 $20.66 -$464.8K EDGAR
2026-08-07 Gilde Healthcare Holding B.V. 10%+ Owner Sell (S) −9,433 $22.63 -$213.5K EDGAR
2026-08-07 Gilde Healthcare Holding B.V. 10%+ Owner Sell (S) −9,433 $22.63 -$213.5K EDGAR
2026-08-05 Gilde Healthcare Holding B.V. 10%+ Owner Sell (S) −110,563 $22.76 -$2.52M EDGAR
2026-08-03 Gilde Healthcare Holding B.V. 10%+ Owner Sell (S) −48,279 $23.10 -$1.12M EDGAR
2026-06-29 Richard Buchholz Director Award (A) +5,046 — EDGAR
2026-06-29 Andrew Hykes Director Award (A) +5,046 — EDGAR
2026-06-29 Paul Buckman Director Award (A) +5,046 — 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.

SI Insider Holdings

13 insiders · @ $19.34
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 Geoffrey B Pardo Director 2,388,148 $46.19M $1.50M 1 2025-08-05
2 Gilde Healthcare Holding B.V. 10%+ Owner 2,185,914 $42.28M -$3.15M 7 2026-08-28
3 Michael A Carusi Director 1,892,802 $36.61M $4.00M 1 2025-08-05
4 Lightstone Ventures II, L.P. 1,885,136 $36.46M $20.00M 1 2025-08-05
5 Robert Joseph Ball CEO & Executive Chairman 380,824 $7.37M $75.5K 8 2026-09-14
6 Matthew Fraser Ahearn Chief Operating Officer 266,676 $5.16M -$839.1K 7 2026-08-18
7 David Lawrence Blue See Remarks 139,372 $2.70M $0 4 2026-02-03
8 Casey M Tansey Director 139,031 $2.69M $600.0K 3 2026-10-06
9 Jeffrey S. Points Chief Financial Officer 68,835 $1.33M $85.5K 6 2026-03-17
10 Paul Buckman Director 65,025 $1.26M $0 4 2026-10-06
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.

SI Board & Officers

As of SEC filings through Oct 6, 2026

Directors 7

Officers 5

10% owners 4

Changes in the last 10 years (30)
Aug 6, 2026Jonathan E. Osborne became Chief Commercial Officer
Mar 6, 2026The company announced the departure of Michael A Carusi from the board in an SEC filing
Feb 26, 2026The company announced the departure of Geoffrey B Pardo from the board in an SEC filing
Feb 26, 2026Andrew Hykes became a director
Aug 5, 2025Lightstone Ventures II, L.P. reported in an SEC filing no longer being a 10% owner
Aug 5, 2025Lightstone Ventures II (A), L.P. reported in an SEC filing no longer being a 10% owner
Aug 5, 2025LSV Associates II, LLC reported in an SEC filing no longer being a 10% owner
Aug 5, 2025Jean George reported in an SEC filing no longer being a 10% owner
Aug 5, 2025Henry A Plain JR reported in an SEC filing no longer being a 10% owner
Jul 30, 2025Robert Joseph Ball became a director
Jul 30, 2025Robert Joseph Ball became CEO & Executive Chairman
Jul 30, 2025Richard Buchholz became a director
Jul 30, 2025Paul Buckman became a director
Jul 30, 2025Michael A Carusi became a director
Jul 30, 2025Michael A Carusi became a 10% owner
Jul 30, 2025Matthew Fraser Ahearn became a director
Jul 30, 2025Matthew Fraser Ahearn became Chief Operating Officer
Jul 30, 2025Lightstone Ventures II, L.P. became a 10% owner
Jul 30, 2025Lightstone Ventures II (A), L.P. became a 10% owner
Jul 30, 2025LSV Associates II, LLC became a 10% owner
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.

SI Proposed Insider Sales (Form 144)

Latest: 2026-09-14
Last 30d: 0 filings  ·  Last 90d: 3 filings · $5.5M notice value · 3 unique filers · 33% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. 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.

Top 90-day filers: Gilde Healthcare Holding B.V.; Cooperatieve Gilde Healthcare V U.A. (1, $4.8M) · MATTHEW AHEARN (1, $466K) · ROBERT BALL (1, $188K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-14 ROBERT BALL Officer, Director 10,175 $187.7K 2026-09-14 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-17 MATTHEW AHEARN Director, Officer 22,500 $466.4K 2026-08-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-29 Gilde Healthcare Holding B.V.; Cooperatieve Gilde Healthcare V U.A. 10% Stockholder 200,000 $4.85M 2026-07-29 Van Lanschot Kempen N.V. — EDGAR
2026-06-12 MATTHEW AHEARN Director, Officer 20,000 $375.2K 2026-06-12 Morgan Stanley Smith Barney 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
28 ETFs hold SI
25 shown · $91.66M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VXUS Vanguard Total International Stock ETF Vanguard 0.00% $32.2M — 2026-09-30
2 VWO Vanguard FTSE Emerging Markets ETF Vanguard 0.02% $31.0M — 2026-09-30
3 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $6.1M — 2026-09-30
4 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $5.3M $75.1B 2026-10-20
5 VEU Vanguard FTSE All-World Ex-US ETF Vanguard 0.01% $5.2M — 2026-09-30
6 VXF Vanguard Extended Market ETF Vanguard 0.00% $2.4M — 2026-09-30
7 SPEM State Street® SPDR® Portfolio Emerging Markets ETF SPDR (State Street) 0.01% $2.4M $16.8B 2026-10-20
8 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $2.0M $13.7B 2026-10-20
9 VT Vanguard Total World Stock ETF Vanguard 0.00% $1.7M — 2026-09-30
10 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $1.3M — 2026-09-30
11 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.05% $673,639 $1.2B 2026-10-20
12 VSGX Vanguard ESG International Stock ETF Vanguard 0.01% $461,060 — 2026-10-20
13 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.01% $219,043 $3.1B 2026-10-20
14 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.01% $194,481 — 2026-09-30
15 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.00% $130,740 $13.6B 2026-10-20
16 RSSL Global X Russell 2000 ETF Global X 0.01% $109,174 — 2026-10-21
17 VEXC Vanguard Emerging Markets Ex-China ETF Vanguard 0.03% $84,446 — 2026-10-20
18 EEMX State Street® SPDR® MSCI Emerging Markets Fossil Fuel Reserves Free ETF SPDR (State Street) 0.02% $38,906 $173.5M 2026-10-20
19 QEMM State Street® SPDR® MSCI Emerging Markets StrategicFactors℠ ETF SPDR (State Street) 0.05% $29,943 $56.7M 2026-10-20
20 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $18,522 — 2026-09-30
21 SPGM State Street® SPDR® Portfolio MSCI Global Stock Market ETF SPDR (State Street) 0.00% $16,249 $1.8B 2026-10-20
22 ITWO ProShares Russell 2000 High Income ETF ProShares 0.01% $13,093 — 2026-10-21
23 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.00% $12,928 — 2026-09-30
24 URTY ProShares UltraPro Russell2000 ProShares 0.00% $10,192 — 2026-10-21
25 UWM ProShares Ultra Russell2000 ProShares 0.00% $6,595 — 2026-10-21
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.

Trailing P/E
23.88
TTM Diluted EPS
$0.81
TTM Revenue
$60.05M
TTM Net Income
$-35.03M
TTM Op. Cash Flow
$-37.09M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$17.18M$-10.15M$-0.49$-7.39M
Q1 '262026-03-31$16.71M$-8.38M$-0.41$-12.36M
Q4 '252025-12-31$14.42M$-7.77M$2.35$-8.78M
Q3 '252025-09-30$11.76M$-8.73M$-0.64$-8.55M
Q3 '222022-09-30$99.22M$40.64M$1.28$103.88M
Q2 '222022-06-30$80.80M$35.92M$1.13$168.22M
Q1 '222022-03-31$60.29M$24.70M$0.79$162.71M
Q4 '212021-12-31$49.54M$18.38M$0.65$-39.37M
Q3 '212021-09-30$51.98M$23.49M$0.88$-4.27M
Q2 '212021-06-30$42.74M$20.93M$0.80$143.46M
Q1 '212021-03-31$31.40M$12.71M$0.55$-20.06M
Q4 '202020-12-31$27.06M$9.12M$0.48$-191.76M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
23.88
P/B
2.48
P/S
5.13
EV/EBITDA
—
EV/Sales
4.97
ROE
-28.2%
ROA
-23.0%
Div Yield
0.00%
FCF Yield
-12.05%
Debt/Equity
0.12
Current Ratio
—
Market Cap
$307.83M
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
630.24K
SI % of Float
5.08%
Days to Cover
3.86
Short Vol Ratio
52.3%
Free Float
12.40M
Float %
59.5%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14