SS&C Technologies Inc(SSNC)
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.
SSNC
$73.88
—
Snapshot
$73.88
After hours
$73.88
+0.00%
- 52-Week Range
- $61.40 – $91.07
- YTD
- -13.84%
- IV Rank (30D)
- 30.72
- Straddle Price
- $5.40
- P/C Vol Ratio
- 0.49
- Market Cap
- $16.1B
Fair Value
+50.0% 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 ≥ 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) | 4.63% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.13% (VRP-adj) |
| WACC | 8.50% |
| Volatility Risk Premium | +26.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 20.1% |
| Rev. Growth (YoY, DCF input) | +7.2% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.7B |
| Return on Equity (TTM) | 11.8% |
| Book / Price | 41.0% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 48.0% |
| FCF Margin (TTM) | 26.5% |
| Debt / Equity | 1.06 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | -0.8% (reverse-DCF on current price) |
| SMA 50 | $66.76 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $66.32 |
| Bollinger Width / SMA20 | 21.0% (drives anchor stability) |
| Net Debt | $6.9B |
| Market Cap | $17B |
Peers used for multiples: CDNS, CRM, CRWD, MSFT, NET, NOW, ORCL, PLTR, SHOP, SNOW
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$192.81
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $125.25 | 32% | |
| DDM (Gordon) | $22.11 | 0% | |
| Peer P/E | $193.37 | 10% | median 56.0× · 7 peers |
| Peer EV/EBITDA | $418.34 | 10% | median 47.7× · 9 peers |
| Peer P/B | $363.02 | 10% | median 13.2× · 10 peers |
| Peer P/S | $399.28 | 10% | median 14.6× · 10 peers |
| Market Anchor (SMA50) | $66.76 | 29% | stability 45% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-24 · updated
Info
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372)
- Exchange
- XNAS
- Market Cap
- $16.1B
SS&C Technologies provides software products and software-enabled services to a variety of customers primarily in financial services. Acquisitions are a large part of SS&C's history. SS&C GlobeOp provides fund administration services to alternative and traditional asset managers. In addition, SS&C provides portfolio accounting, portfolio management, trading, banking/lending, and other software to asset managers, banks, and financial advisors. SS&C's purchase of Intralinks makes it a leading player in virtual deal room solutions. With its 2018 purchase of DST Systems, SS&C gained a foothold in …
Summary
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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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +3.92% | 18 |
| Feb | +4.44% | 18 |
| Mar | -1.81% | 19 |
| Apr | +1.51% | 19 |
| May | +1.07% | 19 |
| Jun | -0.02% | 19 |
| Jul | +4.18% | 19 |
| Aug | -2.08% | 18 |
| Sep | +0.70% | 18 |
| Oct | +2.50% | 18 |
| Nov | +3.49% | 18 |
| Dec | +1.55% | 17 |
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: $66.88
SMA 50: $66.91
SMA 200: $75.76
Current: $74.10
EMA 12: $68.58
EMA 26: $67.64
MACD: 0.9396 | Signal: 0.5012
BULLISH
ADX (14): 13.78
RANGE
+DI: 43.32
−DI: 18.61
Momentum Oscillators
RSI (14): 67.62
NEUTRAL
Stoch %K: 54.97
Stoch %D: 54.30
Williams %R: -12.10
Volume & Volatility
BB Upper: $72.36
BB Lower: $61.39
OVERBOUGHT
OBV: 31,075,052
Vol SMA 20: 1,843,077
Vol ROC: 46.94%
ATR: $2.32
True Range: $8.51
HV 20: 44.6%
HV 30: 41.2%
HV 60: 33.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
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
8 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-25 | Pre-Market | 11.06% | 5.45% | 0.49x | Within |
| 2024-10-24 | After-Close | 6.15% | 5.35% | 0.87x | Within |
| 2025-02-06 | Pre-Market | 7.10% | 4.83% | 0.68x | Within |
| 2025-04-24 | After-Close | 8.09% | 3.46% | 0.43x | Within |
| 2025-07-23 | After-Close | 5.79% | 0.54% | 0.09x | Within |
| 2025-10-23 | After-Close | 7.56% | 0.44% | 0.06x | Within |
| 2026-02-05 | After-Close | 8.91% | 2.98% | 0.33x | Within |
| 2026-04-23 | Pre-Market | 7.81% | 0.45% | 0.06x | Within |
Options Activity
- IV Rank (30D)
- 30.72
- IV Rank (7D)
- 30.72
- Avg IV
- 61.8%
- Straddle (30D)
- $5.40
- Straddle (7D)
- $5.40
- P/C Volume
- 0.49
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.51
- Correlation (SPY)
- 23.4%
- R²
- 0.05
- Ann. Volatility
- 27.5%
- SPY Volatility
- 12.7%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 251,375,000 (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.
11 filers$40.29M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $27.19M | 67.48% | 2026-03-31 |
| 2 | TUDOR INVESTMENT CORP ET AL | $3.73M | 9.26% | 2026-03-31 |
| 3 | GROUP ONE TRADING LLC Custodian | $2.53M | 6.27% | 2026-03-31 |
| 4 | BRANT POINT INVESTMENT MANAGEMENT LLC | $2.03M | 5.03% | 2026-03-31 |
| 5 | CITADEL ADVISORS LLC Custodian | $1.47M | 3.64% | 2026-03-31 |
| 6 | SIMPLEX TRADING, LLC Custodian | $1.47M | 3.64% | 2026-03-31 |
| 7 | IMC-Chicago, LLC Custodian | $675.70K | 1.68% | 2026-03-31 |
| 8 | JANE STREET GROUP, LLC Custodian | $493.26K | 1.22% | 2026-03-31 |
| 9 | Walleye Capital LLC | $418.93K | 1.04% | 2026-03-31 |
| 10 | Walleye Trading LLC | $283.79K | 0.70% | 2026-03-31 |
| 11 | BANK OF MONTREAL /CAN/ Custodian | $13.51K | 0.03% | 2026-03-31 |
7 filers$27.94M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $14.51M | 51.95% | 2026-03-31 |
| 2 | MILLENNIUM MANAGEMENT LLC Custodian | $5.49M | 19.64% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $2.56M | 9.17% | 2026-03-31 |
| 4 | WOLVERINE ASSET MANAGEMENT LLC | $2.40M | 8.59% | 2026-03-31 |
| 5 | Walleye Trading LLC | $1.31M | 4.69% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $1.26M | 4.52% | 2026-03-31 |
| 7 | JANE STREET GROUP, LLC Custodian | $405.42K | 1.45% | 2026-03-31 |
Insider Activity
Latest: 2026-05-22
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 |
|---|---|---|---|---|---|---|---|
| 2026-05-22 | NORMAND A BOULANGER | Director | Exer (M) | +2,580 | — | EDGAR | |
| 2026-05-22 | Smita Conjeevaram | Director | Exer (M) | +2,580 | — | EDGAR | |
| 2026-05-22 | JONATHAN E MICHAEL | Director | Mixed | +5,840 | $41.86 | -$526 | EDGAR |
| 2026-05-22 | d'Archirafi Francesco Paolo Vanni | Director | Exer (M) | +2,580 | — | EDGAR | |
| 2026-05-22 | David Varsano | Director | Exer (M) | +2,580 | — | EDGAR | |
| 2026-05-22 | Debra Walton | Director | Exer (M) | +2,580 | — | EDGAR | |
| 2026-05-22 | MICHAEL JAY ZAMKOW | Director | Mixed | +2,580 | $48.59 | -$217.7K | EDGAR |
| 2026-03-30 | David Varsano | Director | Exer (M) | +6,000 | $30.45 | $182.7K | EDGAR |
| 2026-03-25 | d'Archirafi Francesco Paolo Vanni | Director | Exer (M) | +1,224 | — | EDGAR | |
| 2026-03-03 | Rahul Kanwar | President & COO | Mixed | +7,849 | $75.19 | -$730.2K | EDGAR |
| 2026-03-03 | WILLIAM C STONE | Chairman of the Board & CEO | Exer (M) | +21,949 | — | EDGAR | |
| 2026-03-03 | Jason Douglas White | SVP & General Counsel | Mixed | +3,223 | $75.19 | -$252.8K | EDGAR |
| 2026-02-23 | WILLIAM C STONE | Chairman of the Board & CEO | Exer (M) | +19,890 | — | EDGAR | |
| 2026-02-23 | Brian N Schell | EVP & CFO | Mixed | +2,935 | $71.38 | -$169.1K | EDGAR |
| 2026-02-23 | Jason Douglas White | SVP & General Counsel | Mixed | +2,919 | $71.38 | -$217.5K | 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
19 insiders · @ $74.10
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 | TC Group IV Managing GP, L.L.C. | 10%+ Owner | 56,939,598 | $4.22B | -$1.50B | 2 | 2011-07-29 |
| 2 | WILLIAM C STONE | Chairman of the Board & CEO | 32,470,808 | $2.41B | -$161.00M | 45 | 2026-03-03 |
| 3 | TC Group IV, L.L.C. | 10%+ Owner | 29,939,598 | $2.22B | -$3.40B | 2 | 2013-03-21 |
| 4 | Carlyle Holdings II L.L.C. | 10%+ Owner | 14,939,598 | $1.11B | -$2.40B | 1 | 2013-05-16 |
| 5 | NORMAND A BOULANGER | Director | 389,504 | $28.86M | -$114.40M | 31 | 2026-05-22 |
| 6 | Rahul Kanwar | President & COO | 190,370 | $14.11M | -$74.36M | 27 | 2026-03-03 |
| 7 | JONATHAN E MICHAEL | Director | 149,803 | $11.10M | $1.78M | 42 | 2026-05-22 |
| 8 | Brian N Schell | EVP & CFO | 94,448 | $7.00M | $0 | 8 | 2026-02-23 |
| 9 | David Varsano | Director | 89,004 | $6.60M | $45.1K | 27 | 2026-05-22 |
| 10 | William A Etherington | Director | 74,500 | $5.52M | -$66.4K | 8 | 2017-03-22 |
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: 2026-05-22
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $584K notice value
· 2 unique filers
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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
MICHAEL ZAMKOW (2, $400K) · JONATHAN E MICHAEL (1, $183K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | MICHAEL ZAMKOW | Director | 3,000 | $200.0K | 2026-05-22 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-20 | JONATHAN E MICHAEL | Director | 2,740 | $183.2K | 2026-05-20 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-20 | MICHAEL ZAMKOW | Director | 3,000 | $200.4K | 2026-05-20 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-11-25 | BOULANGER NORMAND A | Director | 150,000 | $12.88M | 2025-11-25 | Raymond James & Associates | — | EDGAR |
| 2025-05-13 | Michael Zamkow | Director | 12,500 | $995.8K | 2025-05-13 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-05-02 | Michael Zamkow | Director | 12,900 | $1.00M | 2025-05-02 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-05-02 | MICHAEL ZAMKOW | Director | 6,000 | $462.3K | 2025-05-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-02-25 | Michael Zamkow | Director | 23,000 | $2.03M | 2025-02-25 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2025-02-18 | JASON D WHITE | Officer | 71,000 | $6.32M | 2025-02-18 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-12-10 | WILLIAM C STONE | Officer | 132,700 | $10.20M | 2024-12-10 | 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.
Recent SEC Filings
Latest: 2026-05-22
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-22 | 0001193125-26-236866 | EDGAR |
| 2026-04-23 | 0001193125-26-173733 | EDGAR |
| 2026-02-05 | 0001193125-26-039384 | EDGAR |
| 2025-10-23 | 0001193125-25-248806 | EDGAR |
| 2025-10-14 | 0001193125-25-238996 | EDGAR |
| 2025-07-23 | 0000950170-25-097888 | EDGAR |
| 2025-07-21 | 0000950170-25-097062 | EDGAR |
| 2025-05-22 | 0000950170-25-076481 | EDGAR |
| 2025-04-24 | 0000950170-25-058045 | EDGAR |
| 2025-03-26 | 0000950170-25-045308 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001193125-26-076745 | EDGAR |
| 2025-03-03 | 0000950170-25-030421 | EDGAR |
| 2024-02-28 | 0000950170-24-022080 | EDGAR |
| 2023-02-28 | 0000950170-23-005072 | EDGAR |
| 2022-02-25 | 0000950170-22-002107 | EDGAR |
| 2021-02-25 | 0001564590-21-008862 | EDGAR |
| 2020-02-28 | 0001564590-20-007695 | EDGAR |
| 2019-03-01 | 0001564590-19-005753 | EDGAR |
| 2018-02-28 | 0001564590-18-003827 | EDGAR |
| 2017-02-28 | 0001564590-17-002806 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0001193125-26-197201 | EDGAR |
| 2025-10-30 | 0001193125-25-258517 | EDGAR |
| 2025-07-30 | 0000950170-25-100229 | EDGAR |
| 2025-04-30 | 0000950170-25-061161 | EDGAR |
| 2024-10-30 | 0000950170-24-118979 | EDGAR |
| 2024-08-01 | 0000950170-24-088968 | EDGAR |
| 2024-05-01 | 0000950170-24-051251 | EDGAR |
| 2023-11-01 | 0000950170-23-057447 | EDGAR |
| 2023-08-01 | 0000950170-23-036455 | EDGAR |
| 2023-05-03 | 0000950170-23-016908 | EDGAR |
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/E Ratio | 22.9 |
| P/B Ratio | 2.4 |
| P/S Ratio | 2.5 |
| EV/EBITDA | 12.2 |
| TTM Revenue | $6.4B |
| TTM Net Income | $0.8B |
| TTM EPS | $3.22 |
| ROE | 11.8% |
| Dividend Yield | 1.73% |
| Debt/Equity | 1.62 |