SRFM Surf Air Mobility Inc.
XNYS
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.
SRFM
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Key stats
Related
About
- Industry (SIC)
- AIR TRANSPORTATION, NONSCHEDULED (4522) · industry map
- Exchange
- XNYS
- Market Cap
- $0.1B
- Employees
- 506
- List Date
- 2023-07-27
- CIK
- 0001936224
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- ($0.13)
- Headquarters
- Hawthorne, CA
- Homepage
- https://www.surfair.com
Surf Air Mobility Inc is a regional air mobility platform operating commuter airlines in the United States and expanding an on-demand charter marketplace for passengers in the U.S. and globally. It is also focused on developing a proprietary aviation software, aircraft electrification powertrain technology and services to enable electrification across the regional air mobility sector. The company operates in a single reportable segment, Air Mobility. The Air Mobility segment derives revenue from operating scheduled commercial air service flights, which are sold to the public mainly on a per-se…
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 | -- | -18.49% | -28.26% | -15.48% | -20.74% |
| Feb | -- | -14.29% | -15.31% | -3.47% | -11.02% |
| Mar | -- | -23.36% | -15.24% | -41.03% | -26.54% |
| Apr | -- | -40.41% | -7.89% | -5.98% | -18.09% |
| May | -- | -20.19% | -4.90% | 12.73% | -4.12% |
| Jun | -- | 11.10% | 70.83% | 0.00% | 27.31% |
| Jul | -35.24% | -20.64% | 22.58% | -25.70% | -14.75% |
| Aug | 0.64% | -43.69% | 9.60% | -10.52% | -10.99% |
| Sep | -4.12% | 40.46% | 2.14% | 79.53% | 29.50% |
| Oct | -28.24% | 41.60% | -9.38% | -33.19% | -7.30% |
| Nov | -31.68% | 125.28% | -46.75% | --* | 15.62% |
| Dec | 88.24% | 30.19% | 0.00% | -- | 39.48% |
| Total | -42.33% | -26.25% | -48.97% | -59.34% | -44.22% |
* 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: $0.85
SMA 50: $0.80
SMA 200: $1.20
Current: $0.76
EMA 12: $0.81
EMA 26: $0.83
MACD: -0.0257 | Signal: -0.0186
BEARISH
ADX (14): 17.40
RANGE
+DI: 19.43
−DI: 25.10
Momentum Oscillators
RSI (14): 43.55
NEUTRAL
Stoch %K: 33.33
Stoch %D: 28.66
Williams %R: -75.01
Volume & Volatility
BB Upper: $1.00
BB Lower: $0.70
NEUTRAL
OBV: 298,561,592
Vol SMA 20: 3,061,752
Vol ROC: -53.26%
ATR: $0.09
True Range: $0.07
HV 20: 101.9%
HV 30: 128.0%
HV 60: 118.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report: SRFM
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers:
- Technical signals indicate a range-bound market with no clear trend
- Recent news sentiment is generally positive, but lacks conviction
- High volatility and beta value suggest increased risk
Primary Risks:
- Overbought conditions could lead to a pullback or consolidation
- Regulatory issues or unexpected events could impact the stock's momentum
- Increased competition in the industry could erode Surf Air Mobility's market share
Investment Thesis: SRFM is a high-growth company with a unique value proposition, but its recent price action suggests caution. The stock's beta and volatility are elevated, indicating increased risk. While recent news has been generally positive, it lacks conviction. We recommend monitoring the stock's technical signals and news sentiment before making a decision.
Recent News Sentiment Impact: The recent news headlines have had a neutral impact on the stock's price action, with no clear trend emerging. The overall sentiment is positive, but the lack of conviction in the news has led to a range-bound market.
Technical Analysis
Trend Direction:
- Short-term: Range-bound (1-4 weeks)
- Medium-term: Uptrend (1-3 months)
- Long-term: Uptrend (3-12 months)
Support/Resistance Levels: The stock's support level is around $1.23, based on the SMA 50 and EMA 12. The resistance level is around $1.43, based on the Bollinger Bands upper band.
Momentum Signals:
- RSI: Neutral (57.47)
- MACD: Bearish
- Bollinger Bands: Neutral
Volume Analysis: The volume indicators suggest a lack of conviction in the market, with the Volume Rate of Change indicating a decline in trading activity.
News & Sentiment Analysis
Recent Headlines Summary:
- Surf Air's Palantir-Powered AI Platform Targets 2026 Commercial Launch (Benzinga, 2025-12-30) - Positive
- Presenting on Emerging Growth Conference 84 Day 2 on July 17; Register to live stream (GlobeNewswire Inc., 2025-07-16) - Neutral
- ...and so on
Sentiment Assessment: The overall sentiment is positive, but lacks conviction. The news headlines suggest a focus on the company's growth strategy and product launches.
Catalyst Identification:
- Upcoming events: Presentations at Emerging Growth Conference
- Regulatory changes: None identified
Market Narrative: The recent news has had a neutral impact on the stock's price action, with no clear trend emerging. The market is range-bound, with the stock trading in a narrow band.
Risk & Volatility Assessment
Risk Assessment:
- Beta: 4.30 (high risk)
- Volatility: 1.50 (high volatility)
- Options Market Signals:
- IV rank: N/A
- Put/call ratios: N/A
- Unusual activity: None identified
Downside Protection: The support level is around $1.23, based on the SMA 50 and EMA 12.
Market Context & Positioning
Market Performance:
- Sector performance: Neutral (compared to broader market)
Institutional Activity: The volume indicators suggest a lack of conviction in the market, with the Volume Rate of Change indicating a decline in trading activity.
Correlation Analysis: The stock's correlation is 0.34, indicating a moderate positive relationship with the broader market.
Relative Valuation: The stock's relative valuation is neutral, trading within its historical range.
Key Levels & Action Items
Critical Price Levels:
- Support: $1.23
- Resistance: $1.43
Breakout/Breakdown Levels:
- Breakout level: N/A
- Breakdown level: N/A
Time-Sensitive Catalysts: None identified
Risk Management: Stop-loss levels and position sizing considerations are crucial in managing risk. The stock's high volatility and beta value suggest increased risk, so caution is advised.
Note: This analysis is based on the provided data and should not be considered a recommendation to buy or sell SRFM.
Generated
News
All SRFM news →
SRFM 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
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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: 3.3464
Alpha: -146.40%
Correlation: 0.3991
R-Squared: 15.9%
Stock Volatility: 107.3%
Market Volatility: 12.8%
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 SRFM
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $8.6M | #1707 of 6285 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $0K | #4686 of 4729 | 0.0% | 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
SRFM 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 |
|---|
SRFM Insider Trading (Form 4)
Latest: 2026-10-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Jason Benjamin Secore | Chief Financial Officer | Award (A) | +260,000 | — | EDGAR | |
| 2026-09-01 | David Anderman | Director | Award (A) | +165,829 | — | EDGAR | |
| 2026-06-05 | Sudhin Shahani | Director | Gift (G) | −408,163 | — | EDGAR | |
| 2026-05-22 | Shawn Kirby Pelsinger | Director | Award (A) | +20,000 | — | EDGAR | |
| 2026-05-08 | Oliver Reeves | Chief Financial Officer | Mixed | +162,870 | $1.31 | -$100.6K | EDGAR |
| 2026-05-08 | Deanna Leigh White | Chief Executive Officer | Mixed | +205,218 | $1.31 | -$74.8K | EDGAR |
| 2026-04-21 | Sudhin Shahani | Director | Award (A) | +36,765 | $1.36 | $50.0K | EDGAR |
| 2026-04-21 | John J. D'Agostino | Director | Award (A) | +18,382 | $1.36 | $25.0K | EDGAR |
| 2026-04-21 | Bruce L. Hack | Director | Award (A) | +18,382 | $1.36 | $25.0K | EDGAR |
| 2026-04-21 | Oliver Reeves | Chief Financial Officer | Award (A) | +18,382 | $1.36 | $25.0K | EDGAR |
| 2026-04-21 | Deanna Leigh White | Chief Executive Officer | Award (A) | +18,382 | $1.36 | $25.0K | EDGAR |
| 2026-04-21 | Carl A Albert | Director | Award (A) | +73,530 | $1.36 | $100.0K | EDGAR |
| 2026-04-17 | Deanna Leigh White | Chief Executive Officer | Sell (S) | −27,720 | $1.31 | -$36.2K | EDGAR |
| 2026-04-17 | Oliver Reeves | Chief Financial Officer | Sell (S) | −28,874 | $1.31 | -$37.7K | EDGAR |
| 2026-04-14 | Oliver Reeves | Chief Financial Officer | Award (A) | +150,000 | — | 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.
SRFM Insider Holdings
13 insiders · @ $0.76
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 | Palantir Technologies Inc. | 10%+ Owner | 4,461,564 | $3.37M | $6.59M | 9 | 2025-06-23 |
| 2 | Deanna Leigh White | Chief Executive Officer | 899,130 | $678.8K | -$111.0K | 8 | 2026-05-08 |
| 3 | Oliver Reeves | Chief Financial Officer | 470,816 | $355.5K | -$138.3K | 8 | 2026-05-08 |
| 4 | Jason Benjamin Secore | Chief Financial Officer | 260,000 | $196.3K | $0 | 1 | 2026-10-02 |
| 5 | Carl A Albert | Director | 247,005 | $186.5K | $50.3K | 7 | 2026-04-21 |
| 6 | David Anderman | Director | 189,054 | $142.7K | $0 | 1 | 2026-09-01 |
| 7 | Bruce L. Hack | Director | 129,929 | $98.1K | $0 | 4 | 2026-04-21 |
| 8 | John J. D'Agostino | Director | 129,929 | $98.1K | $0 | 5 | 2026-04-21 |
| 9 | Edward A. Mady | Director | 123,314 | $93.1K | -$112.6K | 4 | 2025-06-27 |
| 10 | Tyrone D. Bland | Director | 101,498 | $76.6K | -$24.7K | 4 | 2025-06-27 |
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.
SRFM Board & Officers
As of SEC filings through Oct 2, 2026Directors 8
- Bruce L. Hack · since Jul 25, 2023
- Carl A Albert · since Jul 25, 2023
- Edward A. Mady · since Jul 25, 2023
- John J. D'Agostino · since Jul 25, 2023
- Sudhin Shahani · since Jul 25, 2023
- Tyler Painter · since Jul 25, 2023
- David Anderman · since Dec 17, 2024
- Shawn Kirby Pelsinger · since Oct 8, 2025
Officers 2
- Deanna Leigh White · Chief Executive Officer · listed since Jan 2026
- Jason Benjamin Secore · Chief Financial Officer · since Sep 30, 2026
Changes in the last 10 years (21)
| Sep 30, 2026 | Jason Benjamin Secore became Chief Financial Officer |
| Jan 2, 2026 | Deanna Leigh White listed as Chief Executive Officer (previously Chief Executive Officer and Chief Operating Officer) in SEC filings |
| Oct 8, 2025 | Shawn Kirby Pelsinger became a director |
| Sep 9, 2025 | Palantir Technologies Inc. reported in an SEC filing no longer being a 10% owner |
| Aug 27, 2025 | The company announced the departure of Tyrone D. Bland from the board in an SEC filing |
| Apr 11, 2025 | Deanna Leigh White listed as Chief Executive Officer and Chief Operating Officer (previously Chief Financial Officer) in SEC filings |
| Dec 17, 2024 | David Anderman became a director |
| Aug 18, 2024 | The company announced the departure of Robert S. Little from the board in an SEC filing |
| Jun 27, 2024 | Palantir Technologies Inc. became a 10% owner |
| May 15, 2024 | The company announced the departure of Robert S. Little as Chief Executive Officer in an SEC filing |
| Jan 1, 2024 | Oliver Reeves became Chief Financial Officer |
| Jul 25, 2023 | Tyrone D. Bland became a director |
| Jul 25, 2023 | Tyler Painter became a director |
| Jul 25, 2023 | Sudhin Shahani became a director |
| Jul 25, 2023 | Robert S. Little became a director |
| Jul 25, 2023 | Robert S. Little became Chief Executive Officer |
| Jul 25, 2023 | John J. D'Agostino became a director |
| Jul 25, 2023 | Edward A. Mady became a director |
| Jul 25, 2023 | Deanna Leigh White became Chief Financial Officer |
| Jul 25, 2023 | Carl A Albert became a director |
| Jul 25, 2023 | Bruce L. Hack became a director |
Not reported recently (1)
- Oliver Reeves · Last reported as Chief Financial Officer in an SEC filing dated May 8, 2026
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.
SRFM Proposed Insider Sales (Form 144)
Latest: 2025-05-22
? 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 |
|---|---|---|---|---|---|---|---|---|
| 2025-05-22 | TYRONE BLAND | Director | 3,984 | $9.8K | 2025-05-22 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-22 | TYRONE BLAND | Director | 6,065 | $14.9K | 2025-05-21 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-09-04 | THE LITTLE 2021 FAMILY TRUST | Director | 15,962 | $16.0K | 2024-09-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-09-03 | THE LITTLE 2021 FAMILY TRUST | Director | 10,000 | $9.5K | 2024-09-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-08-30 | THE LITTLE 2021 FAMILY TRUST | Director | 1,400 | $1.7K | 2024-08-30 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-08-29 | THE LITTLE 2021 FAMILY TRUST | Director | 15,725 | $21.9K | 2024-08-29 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-08-28 | THE LITTLE 2021 FAMILY TRUST | Director | 10,000 | $13.0K | 2024-08-28 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-08-27 | THE LITTLE 2021 FAMILY TRUST | Director | 9,559 | $12.3K | 2024-08-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-08-26 | THE LITTLE 2021 FAMILY TRUST | Trustee, Stan Little, is a Director | 12,354 | $17.8K | 2024-08-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-08-23 | ROBERT STANLEY LITTLE JR. | Director | 38,310 | $54.2K | 2024-08-23 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
3 ETFs hold SRFM
3 shown · $5.46M total exposure · 0.02% AUM-weighted avg weight
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.