SNFCA Security National Financial Co
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.

- Industry (SIC)
- FINANCE SERVICES (6199) · industry map
- Exchange
- XNAS
- Market Cap
- $0.2B
- Employees
- 1,243
- List Date
- 1987-08-12
- CIK
- 0000318673
- Next Earnings
- 2026-11-12
- Headquarters
- Salt Lake City, UT
- Homepage
- https://www.securitynational.com
Security National Financial Corp is a holding company providing insurance services. The company operates in three reportable business segments: Life insurance, Cemetery and Mortuary, and Mortgages. The life insurance segment sells and services selected lines of life insurance, annuity products, and accident and health insurance. The cemetery and mortuary segment engages in pre-need selling of funeral, cemetery, mortuary, and cremation services through its cemetery and mortuary locations. The mortgage segment originates and underwrites or otherwise purchases residential and commercial loans for…
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.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 1.41% | 4.23% | -1.37% | -13.38% | 1.23% | 1.61% | -1.05% |
| Feb | 4.04% | 3.72% | -2.51% | 8.29% | 2.26% | 1.68% | 2.91% |
| Mar | 3.09% | 3.95% | -8.78% | -5.04% | -4.95% | 2.27% | -1.58% |
| Apr | -10.88% | -2.06% | 14.21% | -13.76% | -8.57% | 3.59% | -2.91% |
| May | -0.57% | -6.49% | 7.15% | 23.69% | -3.14% | -1.82% | 3.14% |
| Jun | -0.34% | -5.30% | 10.18% | -3.62% | 0.00% | 2.43% | 0.56% |
| Jul | 0.60% | -9.76% | 0.41% | 6.42% | -12.96% | 0.50% | -2.47% |
| Aug | 9.00% | -4.04% | -3.53% | 11.82% | 7.02% | -10.31% | 1.66% |
| Sep | -9.95% | -14.19% | -4.51% | 7.60% | -1.37% | -0.23% | -3.77% |
| Oct | 6.13% | 0.00% | -9.79% | 5.00% | -6.67% | 3.75%* | -0.26% |
| Nov | -1.88% | 3.18% | 15.53% | 32.52% | 6.67% | -- | 11.20% |
| Dec | 4.31% | 11.96% | 12.71% | -9.55% | 4.53% | -- | 4.79% |
| Total | 3.02% | -16.34% | 28.50% | 47.57% | -16.69% | 2.70% | 8.13% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
SNFCA Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.9M | #1990 of 3138 | -4.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $467K | #4540 of 6285 | -4.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $202K | #3490 of 3716 | +0.5% | 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
SNFCA 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 |
|---|
SNFCA Insider Trading (Form 4)
Latest: 2026-10-09| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | John L Cook | Director | Exer (M) | +615 | $8.53 | $5.2K | EDGAR |
| 2026-10-07 | H. Craig Moody | Director | Exer (M) | +615 | $8.53 | $5.2K | EDGAR |
| 2026-10-05 | Gilbert A Fuller | Director | Mixed | — | $8.67 | -$166 | EDGAR |
| 2026-10-05 | Gilbert A Fuller | Director | Mixed | — | $8.67 | -$166 | EDGAR |
| 2026-09-14 | Alissa Neufeld | Chief Legal Officer & Corp Sec | Grant (A) | +100,000 opt | — | EDGAR | |
| 2026-07-07 | John L Cook | Director | Exer (M) | +616 | $8.53 | $5.3K | EDGAR |
| 2026-07-06 | H. Craig Moody | Director | Exer (M) | +616 | $8.53 | $5.3K | EDGAR |
| 2026-07-02 | Jeffrey Russell Stephens | Gen. Counsel & Corp. Sec | Exer (M) | +888 | $8.53 | $7.6K | EDGAR |
| 2026-07-02 | Gilbert A Fuller | Director | Mixed | — | $9.16 | -$776 | EDGAR |
| 2026-06-01 | Jason G. Overbaugh | VP & Nat Mark Dir of Life Ins | Mixed | +14,596 | $9.54 | $139.2K | EDGAR |
| 2026-04-23 | Adam George Quist | Vice President/General Counsel | Exer (M) | +8,934 | $9.86 | $88.1K | EDGAR |
| 2026-04-21 | H. Craig Moody | Director | Exer (M) | +5,333 | $4.35 | $23.2K | EDGAR |
| 2026-04-15 | John L Cook | Director | Exer (M) | +615 | $8.53 | $5.2K | EDGAR |
| 2026-04-07 | Gilbert A Fuller | Director | Sell (S) | −10,000 | $9.45 | -$94.5K | EDGAR |
| 2026-04-02 | Gilbert A Fuller | Director | Mixed | — | $9.00 | -$572 | EDGAR |
SNFCA Insider Holdings
11 insiders · @ $9.13| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | S. Andrew Quist | Vice President/General Counsel | 167,984 | $1.53M | $0 | 17 | 2026-01-15 |
| 2 | Scott M Quist | Chairman of the Board/Pres/CEO | 131,933 | $1.20M | $0 | 6 | 2025-02-04 |
| 3 | Jason G. Overbaugh | VP & Nat Mark Dir of Life Ins | 108,554 | $991.1K | -$49.5K | 16 | 2026-06-01 |
| 4 | Garrett S. Sill | Chief Financial Officer | 79,950 | $729.9K | -$20.4K | 18 | 2025-12-31 |
| 5 | Robert Gail Hunter | Director | 64,713 | $590.8K | $0 | 14 | 2025-12-19 |
| 6 | H. Craig Moody | Director | 53,213 | $485.8K | -$299.8K | 33 | 2026-10-07 |
| 7 | Jeffrey Russell Stephens | Gen. Counsel & Corp. Sec | 38,979 | $355.9K | -$133.5K | 23 | 2026-07-02 |
| 8 | Gilbert A Fuller | Director | 33,572 | $306.5K | -$156.9K | 34 | 2026-10-05 |
| 9 | John L Cook | Director | 27,008 | $246.6K | $0 | 19 | 2026-10-09 |
| 10 | Adam George Quist | Vice President/General Counsel | 20,939 | $191.2K | $0 | 10 | 2026-04-23 |
SNFCA Board & Officers
As of SEC filings through Oct 9, 2026Directors 9
- Scott M Quist · on file since Jan 2007
- H. Craig Moody · on file since Jan 2007
- Robert Gail Hunter · on file since Jan 2007
- Gilbert A Fuller · since Dec 7, 2012
- Jason G. Overbaugh · since Jul 12, 2013
- S. Andrew Quist · since Jul 12, 2013
- John L Cook · since Dec 6, 2013
- Shital Ashok Mehta · since Jun 25, 2021
- Adam George Quist · listed since Sep 2021
Officers 6
- Adam George Quist · Vice President/General Counsel · listed since Sep 2021
- S. Andrew Quist · Vice President/General Counsel · listed since Oct 2021
- Garrett S. Sill · Chief Financial Officer · listed since Jan 2023
- Alissa Neufeld · Chief Legal Officer & Corp Sec · since Aug 26, 2026
- Jeffrey Russell Stephens · Gen. Counsel & Corp. Sec · listed since Jun 2022
- Jason G. Overbaugh · VP & Nat Mark Dir of Life Ins · listed since Jul 2023
10% owners 3
- Adam George Quist · listed since Jan 2025
- Jason G. Overbaugh · listed since Dec 2024
- S. Andrew Quist · listed since Dec 2024
Changes in the last 10 years (29)
| Aug 26, 2026 | Alissa Neufeld became Chief Legal Officer & Corp Sec |
| Jan 14, 2025 | Adam George Quist first listed as a 10% owner in an SEC filing |
| Dec 27, 2024 | Jason G. Overbaugh first listed as a 10% owner in an SEC filing |
| Dec 26, 2024 | S. Andrew Quist first listed as a 10% owner in an SEC filing |
| Jul 17, 2023 | Jason G. Overbaugh listed as VP & Nat Mark Dir of Life Ins (previously VP/Ntnl Marketing Dir-Life Ins) in SEC filings |
| Jan 30, 2023 | Garrett S. Sill listed as Chief Financial Officer (previously CFO and Treasurer) in SEC filings |
| Jun 22, 2022 | Jeffrey Russell Stephens listed as Gen. Counsel & Corp. Sec (previously Sr General Counsel/Corp Sec) in SEC filings |
| Oct 27, 2021 | Jeffrey Russell Stephens listed as Sr General Counsel/Corp Sec (previously Sr Gen Counsel/Corp Secretary) in SEC filings |
| Oct 25, 2021 | S. Andrew Quist listed as Vice President/General Counsel (previously Vice Pres / General Counsel) in SEC filings |
| Sep 15, 2021 | Adam George Quist listed as Vice President/General Counsel (previously Vice Pres / General Counsel) in SEC filings |
| Sep 15, 2021 | Adam George Quist first listed as a director in an SEC filing |
| Jun 25, 2021 | Shital Ashok Mehta became a director |
| Jun 25, 2021 | Ludmya B Love became a director |
| Jun 12, 2020 | Jason G. Overbaugh listed as VP/Ntnl Marketing Dir-Life Ins (previously VP & Nat Mrk Dir of Life Ins) in SEC filings |
| Jun 12, 2020 | Adam George Quist listed as Vice Pres / General Counsel (previously VP & General Counsel) in SEC filings |
| Jun 11, 2020 | S. Andrew Quist listed as Vice Pres / General Counsel (previously VP & General Counsel) in SEC filings |
| Jun 9, 2020 | Jeffrey Russell Stephens listed as Sr Gen Counsel/Corp Secretary (previously Sr. Gen Council; Corp Sec) in SEC filings |
| Aug 1, 2019 | Scott M Quist listed as Chairman of the Board/Pres/CEO (previously Chrmn of Board; Pres; CEO) in SEC filings |
| Jan 22, 2019 | Adam George Quist listed as VP & General Counsel (previously VP Mem Serv Asst Sec. Gen Con) in SEC filings |
| Jul 18, 2018 | Scott M Quist listed as Chrmn of Board; Pres; CEO (previously COB, President, CEO) in SEC filings |
| Jul 5, 2018 | S. Andrew Quist listed as VP & General Counsel (previously VP; Assoc General Counsel) in SEC filings |
| Jul 5, 2018 | Jeffrey Russell Stephens listed as Sr. Gen Council; Corp Sec (previously General Counsel and Corp. Sec.) in SEC filings |
| Jul 3, 2018 | Stephen Charles Johnson listed as VP - Mortgage Operations (previously Gen. Counsel & Corp. Sec.) in SEC filings |
| Jul 3, 2018 | Jason G. Overbaugh listed as VP & Nat Mrk Dir of Life Ins (previously VP, Asst. Corp Sec.) in SEC filings |
| Jul 2, 2018 | Q. Overbaugh Christie listed as Sr. VP Life Ins. Inter. Op. (previously Senior VP of Operations) in SEC filings |
| May 11, 2018 | Adam George Quist became VP Mem Serv Asst Sec. Gen Con |
| Jan 5, 2018 | S. Andrew Quist listed as VP; Assoc General Counsel (previously VP & Associate Gen. Counsel) in SEC filings |
| May 3, 2017 | Scott M Quist listed as COB, President, CEO (previously Chairman of Board; Pres.; CEO) in SEC filings |
| Apr 28, 2017 | S. Andrew Quist listed as VP & Associate Gen. Counsel (previously VP; Assoc. Gen. Counsel) in SEC filings |
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Not reported recently (4)
- Ludmya B Love · Last reported as a director in an SEC filing dated Mar 25, 2025
- Stephen Charles Johnson · Last reported as VP - Mortgage Operations in an SEC filing dated Feb 9, 2022
- Norman G Wilbur · Last reported as a director in an SEC filing dated Feb 2, 2021
- Q. Overbaugh Christie · Last reported as Sr. VP Life Ins. Inter. Op. in an SEC filing dated Jan 10, 2020
SNFCA Proposed Insider Sales (Form 144)
Latest: 2026-04-07What 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 |
|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | FULLER GILBERT A | Director | 10,000 | $95.9K | 2026-04-07 | FIDELITY BROKERAGE SERVICES LLC | — | EDGAR |
| 2023-12-12 | FULLER GILBERT A | Director | 3,000 | $27.2K | 2023-12-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $4.7M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $3.6M | $74.2B | 2026-10-21 |
| 3 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.01% | $2.9M | — | 2026-10-21 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.9M | — | 2026-09-30 |
| 5 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.7M | $13.9B | 2026-10-21 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $1.4M | — | 2026-10-21 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $1.1M | — | 2026-10-21 |
| 8 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.04% | $946,558 | — | 2026-06-30 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $846,423 | — | 2026-09-30 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $734,161 | — | 2026-10-21 |
| 11 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $679,410 | — | 2026-10-21 |
| 12 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.04% | $471,038 | $1.2B | 2026-10-21 |
| 13 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $310,550 | — | 2026-10-21 |
| 14 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.02% | $231,510 | $1.0B | 2026-10-21 |
| 15 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $135,215 | — | 2026-09-30 |
| 16 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $134,567 | — | 2026-10-21 |
| 17 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $74,810 | — | 2026-10-22 |
| 18 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.00% | $45,791 | — | 2026-07-31 |
| 19 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $18,036 | $2.4B | 2026-10-21 |
| 20 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $15,226 | $21.2B | 2026-10-21 |
| 21 | OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Invesco | 0.01% | $13,255 | — | 2026-10-21 |
| 22 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $11,206 | — | 2026-09-30 |
| 23 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $8,753 | — | 2026-10-22 |
| 24 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $6,701 | — | 2026-10-22 |
| 25 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $4,440 | — | 2026-10-22 |
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.
- 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.
- 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.