Protara Therapeutics, Inc. Common Stock(TARA)

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.

TARA $4.06
Snapshot
$4.06
52-Week Range
$2.80 – $7.82
YTD
-24.54%
IV Rank (30D)
80.63
Straddle Price
$0.88
P/C Vol Ratio
0.80
Market Cap
$0.2B
Fair Value
MODEL: LONG

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)4.44%
Beta vs SPY1.28
Cost of Equity (CAPM)11.48% (VRP-adj)
WACC10.27%
Volatility Risk Premium+215.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.1B
Return on Equity (TTM)-34.9%
Book / Price96.5% — banking bias active (P/B is primary)
Debt / Equity0.00
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$4.61 (Market Anchor value)
SMA 20 / Bollinger Mid$4.00
Bollinger Width / SMA20399.5% (drives anchor stability)
Net Debt$-0.0B
Market Cap$0B
Peers used for multiples: BIIB, MRNA, NBIX (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
90%
20-Day Fair Value
ACTIVE
$4.39
α +8.1% rank 97%
40-Day Fair Value
ACTIVE
$4.51
α +11.1% rank 97%
60-Day Fair Value
ACTIVE
$4.80
α +18.2% rank 98%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B $15.21 24% median 3.9× · 3 peers
Peer P/S n/a 0% median 5.4× · 3 peers
Market Anchor (SMA50) $4.61 76% stability 63% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-03 · updated 2026-07-03 20:59:30.383000
Info
Industry (SIC)
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836)
Exchange
XNAS
Market Cap
$0.2B

Protara Therapeutics Inc is a clinical-stage biopharmaceutical company focused on advancing its therapies for the treatment of cancer and rare diseases. Its drug development pipeline includes: TARA-002, an investigational cell therapy in development for the treatment of non-muscle invasive bladder cancer (NMIBC) and lymphatic malformations (LMs); and IV Choline Chloride, an investigational phospholipid substrate replacement therapy, for patients receiving parenteral support, or PS, which includes both nutrition and fluids.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +8.41% 6
Feb +3.89% 6
Mar -4.86% 6
Apr -15.87% 6
May -10.16% 6
Jun -11.20% 6
Jul +1.84% 6
Aug -1.32% 5
Sep -4.31% 5
Oct +9.39% 5
Nov +15.68% 5
Dec +13.17% 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: $4.00
SMA 50: $4.61
SMA 200: $5.30
Current: $4.06
EMA 12: $4.03
EMA 26: $4.19
MACD: -0.1561 | Signal: 0.0460
BEARISH
ADX (14): 22.29
WEAK TREND
+DI: 16.73
−DI: 22.27
Momentum Oscillators
RSI (14): 45.94
NEUTRAL
Stoch %K: 55.90
Stoch %D: 60.95
Williams %R: -29.06
Volume & Volatility
BB Upper: $4.32
BB Lower: $3.68
NEUTRAL
OBV: 85,940,280
Vol SMA 20: 816,066
Vol ROC: -21.28%
ATR: $0.26
True Range: $0.26
HV 20: 66.2%
HV 30: 64.5%
HV 60: 59.9%

Data Summary
Data Points: 500
Last Updated: 2026-07-03T21:15:23.037000
Date Range: 2024-07-05T00:00:00 – 2026-07-02T00:00:00
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
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-06 Pre-Market 43.48% 1.45% 0.03x Within
2024-11-12 Pre-Market 13.73% 1.18% 0.09x Within
2025-03-05 Pre-Market 42.41% 4.76% 0.11x Within
2025-05-08 Pre-Market 20.93% 0.90% 0.04x Within
2025-08-11 Pre-Market 25.56% 0.96% 0.04x Within
2025-11-10 Pre-Market 23.31% 5.59% 0.24x Within
2026-03-10 Pre-Market 143.04% 1.73% 0.01x Within
2026-05-14 After-Close 15.98% 3.83% 0.24x Within
Options Activity
IV Rank (30D)
80.63
IV Rank (7D)
80.63
Avg IV
279.8%
Straddle (30D)
$0.88
Straddle (7D)
$0.88
P/C Volume
0.80
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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
pts EXTREME
ATM — / Wing —
30 DTE / 10d
pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.09
Correlation (SPY)
17.2%
0.03
Ann. Volatility
80.0%
SPY Volatility
12.6%

Above average volatility - stock moves with market amplification

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 46,229,480 (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.

110 filers44,569,644 shares$232.27M value96.41% of float
# Filer Shares Value % of Total % of Float Period
1 JANUS HENDERSON GROUP PLC 5,207,011 $27.15M 11.69% 11.26% 2026-03-31
2 BlackRock, Inc. Custodian 3,394,968 $17.69M 7.62% 7.34% 2026-03-31
3 Velan Capital Investment Management LP 2,834,652 $14.77M 6.36% 6.13% 2026-03-31
4 MILLENNIUM MANAGEMENT LLC Custodian 2,831,208 $14.75M 6.35% 6.12% 2026-03-31
5 VANGUARD GROUP INC Custodian 2,391,903 $12.75M 5.49% 5.17% 2025-12-31
6 Blackstone Inc. 2,265,514 $11.80M 5.08% 4.90% 2026-03-31
7 Sio Capital Management, LLC 1,969,839 $10.26M 4.42% 4.26% 2026-03-31
8 ACORN CAPITAL ADVISORS, LLC 1,752,115 $9.13M 3.93% 3.79% 2026-03-31
9 Integral Health Asset Management, LLC 1,750,000 $9.12M 3.93% 3.79% 2026-03-31
10 AIGH Capital Management LLC 1,622,733 $8.45M 3.64% 3.51% 2026-03-31
11 UBS Group AG Custodian 1,402,413 $7.31M 3.15% 3.03% 2026-03-31
12 5AM Venture Management, LLC 1,369,782 $7.14M 3.07% 2.96% 2026-03-31
13 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,177,200 $6.13M 2.64% 2.55% 2026-03-31
14 Point72 Asset Management, L.P. 1,152,714 $6.01M 2.59% 2.49% 2026-03-31
15 CITADEL ADVISORS LLC Custodian 1,068,558 $5.57M 2.40% 2.31% 2026-03-31
16 Patient Square Capital LP 1,030,846 $5.37M 2.31% 2.23% 2026-03-31
17 STATE STREET CORP 1,005,142 $5.24M 2.25% 2.17% 2026-03-31
18 BAKER BROS. ADVISORS LP 971,614 $5.06M 2.18% 2.10% 2026-03-31
19 ADAR1 Capital Management, LLC 940,512 $4.90M 2.11% 2.03% 2026-03-31
20 BANK OF AMERICA CORP /DE/ Custodian 925,918 $4.82M 2.08% 2.00% 2026-03-31
21 J. Goldman & Co LP 856,247 $4.46M 1.92% 1.85% 2026-03-31
22 Catalio Capital Management, LP 580,024 $3.02M 1.30% 1.25% 2026-03-31
23 Assenagon Asset Management S.A. 567,621 $2.96M 1.27% 1.23% 2026-03-31
24 DIMENSIONAL FUND ADVISORS LP Custodian 531,267 $2.77M 1.19% 1.15% 2026-03-31
25 Burkehill Global Management, LP 450,000 $2.34M 1.01% 0.97% 2026-03-31
5 filers$1.31M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $780.98K 59.55% 2026-03-31
2 GROUP ONE TRADING LLC Custodian $229.76K 17.52% 2026-03-31
3 SIMPLEX TRADING, LLC Custodian $159.43K 12.16% 2026-03-31
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $141.19K 10.77% 2026-03-31
5 FNY Investment Advisers, LLC $0 0.00% 2026-03-31
5 filers$333.59K notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $151.09K 45.29% 2026-03-31
2 WOLVERINE TRADING, LLC Custodian $88.20K 26.44% 2025-09-30
3 CITADEL ADVISORS LLC Custodian $72.94K 21.87% 2026-03-31
4 GROUP ONE TRADING LLC Custodian $20.84K 6.25% 2026-03-31
5 SIMPLEX TRADING, LLC Custodian $521 0.16% 2026-03-31
Insider Activity
Latest: 2026-07-01
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
2026-07-01 Jesse Shefferman CEO and President Mixed −30,000 $3.00 -$470.2K EDGAR
2026-06-16 Barry P Flannelly Director Grant (A) +31,000 opt EDGAR
2026-06-16 Cynthia Smith Director Grant (A) +31,000 opt EDGAR
2026-06-16 Michael Edward Solomon Director Grant (A) +31,000 opt EDGAR
2026-06-16 Richard S Levy Director Grant (A) +31,000 opt EDGAR
2026-06-16 Jane Huang Director Grant (A) +31,000 opt EDGAR
2026-06-16 GREGORY SARGEN Director Grant (A) +31,000 opt EDGAR
2026-06-16 LUKE M BESHAR Director Grant (A) +31,000 opt EDGAR
2026-06-16 ROGER GARCEAU Director Grant (A) +31,000 opt EDGAR
2026-06-03 WILLIAM CONKLING Chief Commercial Officer Tax (F) −6,008 $4.34 -$26.1K EDGAR
2026-04-09 Jacqueline Zummo Chief R&D Officer Sell (S) −1,134 $5.40 -$6.1K EDGAR
2026-04-02 Jacqueline Zummo Chief R&D Officer Sell (S) −22,598 $5.26 -$118.9K EDGAR
2026-01-27 Patrick Fabbio Chief Financial Officer Tax (F) −3,261 $6.67 -$21.8K EDGAR
2026-01-27 Jesse Shefferman CEO and President Tax (F) −8,732 $6.67 -$58.2K EDGAR
2026-01-27 Hannah Fry VP, Controller Tax (F) −1,457 $6.67 -$9.7K 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
19 insiders · @ $4.06
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 Jesse Shefferman CEO and President 991,832 $4.03M -$847.4K 26 2026-07-01
2 Opaleye, L.P. 10%+ Owner 782,238 $3.18M $0 1 2020-01-13
3 Randall Marshall 10%+ Owner 586,074 $2.38M -$1.77M 17 2020-09-15
4 LUKE M BESHAR Director 198,000 $803.9K $118.1K 12 2026-06-16
5 Jacqueline Zummo Chief R&D Officer 94,827 $385.0K -$221.1K 21 2026-04-09
6 Leonardo Viana Nicacio Chief Medical Officer 78,181 $317.4K $0 2 2026-01-21
7 WILLIAM CONKLING Chief Commercial Officer 69,992 $284.2K $0 3 2026-06-03
8 Patrick Fabbio Chief Financial Officer 64,115 $260.3K $0 8 2026-01-27
9 Jathin Bandari Chief Medical Officer 56,704 $230.2K $0 8 2024-01-23
10 Opaleye Management Inc. 10%+ Owner 51,500 $209.1K $5.07M 24 2024-09-12
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: 2026-06-29
Last 30d: 1 filing · $882K notice value  ·  Last 90d: 3 filings · $2.6M notice value · 3 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Top 90-day filers: Baker Brothers Life Sciences, L.P. (1, $1.6M) · JESSE SHEFFERMAN (1, $882K) · 667, L.P. (1, $133K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-29 JESSE SHEFFERMAN Officer, Director 215,687 $882.0K 2026-06-29 Morgan Stanley Smith Barney LLC … EDGAR
2026-04-23 Baker Brothers Life Sciences, L.P. Former Affiliate 300,176 $1.61M 2026-04-23 Jefferies LLC EDGAR
2026-04-23 667, L.P. Former Affiliate 24,802 $132.7K 2026-04-23 Jefferies LLC EDGAR
2026-04-01 Zummo Jacqueline Officer 23,732 $124.8K 2026-04-01 THE CHARLES SCHWAB CORPORATION 10b5-1 EDGAR
2026-03-06 667, L.P. Former Affiliate 38,277 $223.9K 2026-03-06 Canaccord Genuity LLC EDGAR
2026-03-06 Baker Brothers Life Sciences, L.P. Former Affiliate 461,723 $2.70M 2026-03-06 Canaccord Genuity LLC EDGAR
2026-03-04 667, L.P. Former Affiliate 35,173 $220.2K 2026-03-04 Canaccord Genuity LLC EDGAR
2026-03-04 Baker Brothers Life Sciences, L.P. Former Affiliate 424,125 $2.65M 2026-03-04 Canaccord Genuity LLC EDGAR
2026-02-25 667, L.P. Former Affiliate 78,716 $457.0K 2026-02-25 Canaccord Genuity LLC EDGAR
2026-02-25 Baker Brothers Life Sciences, L.P. Former Affiliate 947,479 $5.50M 2026-02-25 Canaccord Genuity 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.
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 Ratio1.3
EV/EBITDA-3.1
TTM Net Income$-0.1B
TTM EPS$-1.35
ROE-34.9%