SI-BONE, Inc. Common Stock(SIBN)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$17.41
- 52-Week Range
- $11.48 – $21.89
- YTD
- -12.05%
- IV Rank (30D)
- 25.45
- Straddle Price
- $1.40
- P/C Vol Ratio
- 0.67
- Market Cap
- $0.7B
Fair Value
+20.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.50% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.00% (VRP-adj) |
| WACC | 9.67% |
| Volatility Risk Premium | +80.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +8.1% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -9.3% |
| Book / Price | 24.7% |
| Gross Margin (TTM) | 79.6% |
| FCF Margin (TTM) | -2.7% |
| Debt / Equity | 0.20 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $14.28 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $15.16 |
| Bollinger Width / SMA20 | 135.5% (drives anchor stability) |
| Net Debt | $0.0B |
| Market Cap | $1B |
Peers used for multiples: AVNS, AXGN, BFLY, GKOS, IART, LIVN, LNTH, NVCR
Blended Fair Value
$20.80
Current Price
$17.33
Deviation
+20.0%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -3.8% ⚠ | -0.18 | +0.15 | 34.5% | — |
| 42d | -4.2% ⚠ | +0.42 | +0.46 | 49.2% | — |
| 63d | -3.8% ⚠ | +0.54 | +0.51 | 47.9% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | median 16.2× · 4 peers |
| Peer P/B | $22.33 | 50% | median 5.4× · 8 peers |
| Peer P/S | $19.27 | 50% | median 3.7× · 8 peers |
| Market Anchor (SMA50) | $14.28 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-26 · updated 2026-06-26 20:59:30.580000
Info
- Industry (SIC)
- SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841)
- Exchange
- XNAS
- Market Cap
- $0.7B
SI-BONE Inc is a medical device company that develops and commercializes a proprietary minimally invasive surgical implant system in the United States and internationally. Its products include a series of patented titanium implants and the instruments used to implant them, as well as implantable bone products such as iFuse-3D, iFuse-TORQ, and iFuse Bedrock Granite, which have applications across sacroiliac joint dysfunction and fusion, adult spinal deformity and degeneration, and pelvic trauma.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.86% | 6 |
| Feb | +1.24% | 6 |
| Mar | -7.38% | 6 |
| Apr | +0.08% | 6 |
| May | +0.37% | 6 |
| Jun | +1.03% | 6 |
| Jul | -1.17% | 5 |
| Aug | -0.49% | 5 |
| Sep | -7.75% | 5 |
| Oct | +0.79% | 5 |
| Nov | -3.68% | 5 |
| Dec | +9.71% | 5 |
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: $15.31
SMA 50: $14.34
SMA 200: $15.71
Current: $17.33
EMA 12: $15.96
EMA 26: $15.30
MACD: 0.6573 | Signal: 0.1619
BULLISH
ADX (14): 22.46
WEAK TREND
+DI: 31.72
−DI: 10.29
Momentum Oscillators
RSI (14): 74.03
OVERBOUGHT
Stoch %K: 90.90
Stoch %D: 87.87
Williams %R: -5.52
Volume & Volatility
BB Upper: $17.09
BB Lower: $13.53
OVERBOUGHT
OBV: 6,981,339
Vol SMA 20: 521,401
Vol ROC: 409.92%
ATR: $0.70
True Range: $0.71
HV 20: 38.2%
HV 30: 36.4%
HV 60: 62.4%
Data Summary
Data Points: 500
Last Updated: 2026-06-26T21:15:15.154000
Date Range: 2024-06-28T00:00:00 – 2026-06-26T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-05 | After-Close | 16.55% | 0.14% | 0.01x | Within |
| 2024-11-12 | Pre-Market | 9.79% | 7.42% | 0.76x | Within |
| 2025-02-24 | Pre-Market | 13.42% | 3.54% | 0.26x | Within |
| 2025-05-05 | Pre-Market | 12.37% | 3.62% | 0.29x | Within |
| 2025-08-04 | After-Close | 10.47% | 10.61% | 1.01x | Exceeded |
| 2025-11-10 | Pre-Market | 15.22% | 0.57% | 0.04x | Within |
| 2026-01-12 | Pre-Market | 6.88% | 12.62% | 1.83x | Exceeded |
| 2026-05-11 | Pre-Market | 17.52% | 5.38% | 0.31x | Within |
Options Activity
- IV Rank (30D)
- 25.45
- IV Rank (7D)
- 25.45
- Avg IV
- 118.8%
- Straddle (30D)
- $1.40
- Straddle (7D)
- $1.40
- P/C Volume
- 0.67
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.86
- Correlation (SPY)
- 21.3%
- R²
- 0.05
- Ann. Volatility
- 50.4%
- SPY Volatility
- 12.5%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 43,224,065 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
4 filers$3.02M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Stonepine Capital Management, LLC | $1.26M | 41.77% | 2026-03-31 |
| 2 | Caption Management, LLC | $1.26M | 41.77% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $496.36K | 16.42% | 2026-03-31 |
| 4 | GROUP ONE TRADING LLC Custodian | $1.26K | 0.04% | 2026-03-31 |
1 filers$2.40M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Caption Management, LLC | $2.40M | 100.00% | 2026-03-31 |
Insider Activity
Latest: 2026-06-09
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-09 | JERYL L HILLEMAN | Director | Award (A) | +10,957 | — | EDGAR | |
| 2026-06-08 | Thomas A. West | Director | Award (A) | +10,957 | — | EDGAR | |
| 2026-06-08 | Timothy E JR Davis | Director | Award (A) | +10,957 | — | EDGAR | |
| 2026-06-08 | Mika Nishimura | Director | Award (A) | +10,957 | — | EDGAR | |
| 2026-06-08 | JEFFREY W DUNN | Director | Mixed | +7,382 | $15.25 | -$54.5K | EDGAR |
| 2026-06-08 | John Gordon Freund | Director | Award (A) | +10,957 | — | EDGAR | |
| 2026-06-01 | Timothy E JR Davis | Director | Mixed | +4,784 | $8.08 | -$52.1K | EDGAR |
| 2026-05-20 | Anshul Maheshwari | Chief Financial Officer | Sell (S) | −4,666 | $14.69 | -$68.5K | EDGAR |
| 2026-05-20 | MICHAEL A. PISETSKY | SVP, Ops & Adm/Chief Legal Ofr | Sell (S) | −3,726 | $14.63 | -$54.5K | EDGAR |
| 2026-05-20 | LAURA FRANCIS | Chief Executive Officer | Sell (S) | −14,957 | $14.71 | -$220.0K | EDGAR |
| 2026-05-05 | JEFFREY W DUNN | Director | Sell (S) | −337 | $13.15 | -$4.4K | EDGAR |
| 2026-04-09 | Greg K Hinckley | Director | Exer (M) | +3,085 | $5.94 | $18.3K | EDGAR |
| 2026-04-03 | Anshul Maheshwari | Chief Financial Officer | Sell (S) | −3,318 | $12.87 | -$42.7K | EDGAR |
| 2026-04-03 | MICHAEL A. PISETSKY | SVP, Ops & Adm/Chief Legal Ofr | Sell (S) | −3,134 | $12.91 | -$40.5K | EDGAR |
| 2026-03-13 | Mika Nishimura | Director | Sell (S) | −4,100 | $13.83 | -$56.7K | 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
26 insiders · @ $17.33
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 | Skyline Venture Partners V LP | 10%+ Owner | 3,992,918 | $69.20M | -$16.52M | 2 | 2019-08-23 |
| 2 | YASUNORI KANEKO | 10%+ Owner | 3,696,309 | $64.06M | $19.50M | 1 | 2018-10-19 |
| 3 | Skyline Venture Management V, LLC | 10%+ Owner | 2,819,985 | $48.87M | -$70.11M | 2 | 2020-08-14 |
| 4 | Montreux Equity Management IV, LLC | 10%+ Owner | 1,727,395 | $29.94M | $0 | 1 | 2018-10-19 |
| 5 | Timothy Petersen | Director | 1,495,036 | $25.91M | $3.00M | 1 | 2018-10-19 |
| 6 | LAURA FRANCIS | Chief Executive Officer | 882,126 | $15.29M | -$9.94M | 56 | 2026-05-20 |
| 7 | ORBIMED ADVISORS LLC | Director | 785,368 | $13.61M | $6.00M | 1 | 2018-10-19 |
| 8 | David P Bonita | Director | 785,368 | $13.61M | $3.00M | 1 | 2018-10-19 |
| 9 | Mark A Reiley | Director | 532,624 | $9.23M | -$169.5K | 2 | 2019-04-17 |
| 10 | MICHAEL A. PISETSKY | SVP, Ops & Adm/Chief Legal Ofr | 280,509 | $4.86M | -$2.33M | 53 | 2026-05-20 |
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: 2026-05-29
? Form 144 Guide
Last 30d:
1 filing
· $49K notice value
· Last 90d:
1 filing
· $49K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
TIMOTHY E DAVIS JR (1, $49K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | TIMOTHY E DAVIS JR | Director | 3,500 | $49.5K | 2026-05-29 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-03-12 | MIKA NISHIMURA | Director | 4,100 | $56.7K | 2026-03-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-01-08 | The Jeffrey W. Dunn Living Trust | Director | 60,000 | $1.28M | 2026-01-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-02 | ANSHUL MAHESHWARI | Officer | 1,552 | $30.6K | 2026-01-02 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-08 | The Jeffrey W. Dunn Living Trust | Director | 20,000 | $393.6K | 2025-12-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-21 | MICHAEL PISETSKY SEPARATE PROPERTY TRUST | Officer | 20,000 | $373.6K | 2025-11-21 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-21 | ANSHUL MAHESHWARI | Officer | 19,842 | $370.6K | 2025-11-21 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-18 | DAVID & LAURA FRANCIS JOINT REV TR U/A DTD 01/03/2003 | Director, Officer | 5,411 | $97.0K | 2025-11-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-12 | DANIEL WOLF | Director | 14,402 | $259.7K | 2025-11-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-11-12 | The Jeffrey W. Dunn Living Trust | Director | 80,000 | $1.25M | 2025-11-11 | 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.
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/B Ratio | 4.2 |
| P/S Ratio | 3.6 |
| EV/EBITDA | -53.9 |
| TTM Revenue | $0.2B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.39 |
| ROE | -9.3% |
| Debt/Equity | 0.20 |