Morgan Stanley reiterated its Overweight rating on Terex and said the equipment maker’s bull case is looking more realistic after a visit with company management.
Terex Corporation(TEX)
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.
TEX
$68.52
—
Snapshot
$68.52
- 52-Week Range
- $41.70 – $74.69
- YTD
- +24.51%
- IV Rank (30D)
- 20.44
- Straddle Price
- $9.25
- P/C Vol Ratio
- 0.00
- Market Cap
- $7.7B
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 ≥ 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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 8.10% |
| Volatility Risk Premium | +18.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 23.6% |
| Rev. Growth (YoY, DCF input) | +16.6% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 2.3% |
| Book / Price | 97.7% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 17.3% |
| FCF Margin (TTM) | 5.4% |
| Debt / Equity | 0.57 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +7.4% (reverse-DCF on current price) |
| SMA 50 | $64.14 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $67.74 |
| Bollinger Width / SMA20 | 28.4% (drives anchor stability) |
| Net Debt | $2.4B |
| Market Cap | $5B |
Peers used for multiples: APG, HRI, IR, SPXC, TKR
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
80%
20-Day Fair Value
≈ by Aug 21, 2026
$71.75
α +4.7%
rank 99%
40-Day Fair Value
≈ by Sep 21, 2026
$74.77
α +9.1%
rank 98%
60-Day Fair Value
≈ by Oct 20, 2026
$76.43
α +11.5%
rank 97%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $112.54 | 40% | |
| DDM (Gordon) | $17.50 | 0% | |
| Peer P/E | $98.86 | 10% | median 43.0× · 3 peers |
| Peer EV/EBITDA | $103.30 | 12% | median 17.4× · 5 peers |
| Peer P/B | $203.69 | 16% | median 3.1× · 5 peers |
| Peer P/S | $183.27 | 16% | median 2.1× · 5 peers |
| Market Anchor (SMA50) | $64.14 | 7% | stability 8% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- INDUSTRIAL TRUCKS, TRACTORS, TRAILERS & STACKERS (3537)
- Exchange
- XNYS
- Market Cap
- $7.7B
Terex is a global manufacturer of aerial work platforms, materials processing equipment, and specialty equipment for the waste, recycling, and utility industries. Its current composition is a result of numerous acquisitions over several decades to focus on a smaller group of light construction and other vocational equipment, having divested a handful of underperforming businesses, particularly in cranes and other lifting equipment. These remaining segments see heavy demand in nonresidential construction (aerial work platforms—40% sales), aggregates/mining (materials processing—30% sales), envi…
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 | +1.53% | 23 |
| Feb | +4.66% | 23 |
| Mar | -1.64% | 23 |
| Apr | +1.86% | 23 |
| May | -1.31% | 23 |
| Jun | +0.46% | 23 |
| Jul | +2.06% | 23 |
| Aug | -2.53% | 22 |
| Sep | -1.34% | 23 |
| Oct | +2.43% | 23 |
| Nov | +4.71% | 23 |
| Dec | +4.16% | 23 |
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: $67.66
SMA 50: $64.23
SMA 200: $58.96
Current: $68.52
EMA 12: $66.30
EMA 26: $66.12
MACD: 0.1818 | Signal: -0.1820
BULLISH
ADX (14): 13.55
RANGE
+DI: 20.65
−DI: 18.75
Momentum Oscillators
RSI (14): 55.80
NEUTRAL
Stoch %K: 51.75
Stoch %D: 30.14
Williams %R: -21.47
Volume & Volatility
BB Upper: $74.09
BB Lower: $61.23
NEUTRAL
OBV: -18,540,040
Vol SMA 20: 1,448,637
Vol ROC: 46.32%
ATR: $3.04
True Range: $2.39
HV 20: 49.6%
HV 30: 51.6%
HV 60: 48.6%
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
7 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-30 | After-Close | 10.53% | 2.10% | 0.20x | Within |
| 2024-10-30 | Pre-Market | 9.03% | 7.02% | 0.78x | Within |
| 2025-02-06 | Pre-Market | 7.97% | 3.06% | 0.38x | Within |
| 2025-05-02 | Pre-Market | 11.40% | 9.56% | 0.84x | Within |
| 2025-07-31 | Pre-Market | 9.54% | 2.15% | 0.23x | Within |
| 2025-10-30 | Pre-Market | 11.52% | 16.40% | 1.42x | Exceeded |
| 2026-02-12 | After-Close | 18.06% | 4.85% | 0.27x | Within |
| 2026-05-01 | Pre-Market | 10.33% | 0.53% | 0.05x | Within |
Options Activity
- IV Rank (30D)
- 20.44
- IV Rank (7D)
- 20.44
- Avg IV
- 72.3%
- Straddle (30D)
- $9.25
- Straddle (7D)
- $9.25
- P/C Volume
- 0.00
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 2.02
- Correlation (SPY)
- 52.7%
- R²
- 0.28
- Ann. Volatility
- 48.8%
- SPY Volatility
- 12.7%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 73,625,000 (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.
8 filers$17.95M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $8.87M | 49.40% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $4.86M | 27.07% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $2.40M | 13.39% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $484.03K | 2.70% | 2026-03-31 |
| 5 | PEAK6 LLC | $478.71K | 2.67% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $419.92K | 2.34% | 2025-09-30 |
| 7 | Walleye Trading LLC | $289.59K | 1.61% | 2026-03-31 |
| 8 | Walleye Capital LLC | $147.75K | 0.82% | 2026-03-31 |
9 filers$11.34M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $2.36M | 20.85% | 2026-03-31 |
| 2 | Polymer Capital Management (US) LLC | $2.07M | 18.24% | 2026-03-31 |
| 3 | WOLVERINE TRADING, LLC Custodian | $1.93M | 17.03% | 2025-09-30 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $1.42M | 12.56% | 2026-03-31 |
| 5 | D. E. Shaw & Co., Inc. Custodian | $1.05M | 9.28% | 2026-03-31 |
| 6 | JANE STREET GROUP, LLC Custodian | $1.05M | 9.22% | 2026-03-31 |
| 7 | CITADEL ADVISORS LLC Custodian | $945.60K | 8.34% | 2026-03-31 |
| 8 | Walleye Trading LLC | $325.05K | 2.87% | 2026-03-31 |
| 9 | Walleye Capital LLC | $183.21K | 1.62% | 2026-03-31 |
Insider Activity
Latest: 2026-07-13
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-13 | Namita Jindal | SVP CHIEF DIGITAL & AI OFFICER | Award (A) | +261 | $67.92 | $17.7K | EDGAR |
| 2026-07-13 | PATRICK S CARROLL | Pres., Environmental Solutions | Award (A) | +36 | $66.57 | $2.4K | EDGAR |
| 2026-07-13 | JENNIFER KONG-PICARELLO | Senior Vice President, CFO | Award (A) | +20 | $66.57 | $1.3K | EDGAR |
| 2026-06-25 | STEPHEN JOHNSTON | Former VP CAO and Controller | Sell (S) | −1,702 | $69.92 | -$119.0K | EDGAR |
| 2026-06-08 | PATRICK S CARROLL | Pres., Environmental Solutions | Award (A) | +56 | $63.26 | $3.5K | EDGAR |
| 2026-06-08 | JENNIFER KONG-PICARELLO | Senior Vice President, CFO | Award (A) | +31 | $63.26 | $2.0K | EDGAR |
| 2026-06-08 | STEPHEN JOHNSTON | Former VP CAO and Controller | Sell (S) | −379 | $63.19 | -$23.9K | EDGAR |
| 2026-05-14 | STEPHEN JOHNSTON | Former VP CAO and Controller | Tax (F) | −1,799 | $62.82 | -$113.0K | EDGAR |
| 2026-05-11 | PATRICK S CARROLL | Pres., Environmental Solutions | Award (A) | +37 | $63.36 | $2.3K | EDGAR |
| 2026-05-11 | JENNIFER KONG-PICARELLO | Senior Vice President, CFO | Award (A) | +20 | $63.36 | $1.3K | EDGAR |
| 2026-05-06 | Joshua Gross | President - Aerials | Sell (S) | −5,874 | $61.53 | -$361.4K | EDGAR |
| 2026-04-09 | Namita Jindal | SVP CHIEF AI & DATA OFFICER | Award (A) | +187 | $59.00 | $11.0K | EDGAR |
| 2026-04-09 | PATRICK S CARROLL | Pres., Environmental Solutions | Award (A) | +39 | $58.88 | $2.3K | EDGAR |
| 2026-04-09 | JENNIFER KONG-PICARELLO | Senior Vice President, CFO | Award (A) | +21 | $58.88 | $1.2K | EDGAR |
| 2026-03-24 | SCOTT POSNER | Senior V.P., Gen Counsel Sec. | Tax (F) | −26 | $58.73 | -$1.5K | 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
64 insiders · @ $68.52
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 | Marcato International Master Fund, Ltd. | Director | 4,425,917 | $303.26M | -$104.08M | 2 | 2019-03-29 |
| 2 | Marcato Capital Management LP | Director | 2,930,470 | $200.80M | -$131.11M | 3 | 2019-06-07 |
| 3 | RONALD M DEFEO | 1,413,187 | $96.83M | -$28.03M | 190 | 2016-03-11 | |
| 4 | DAVID A SACHS | Director | 412,588 | $28.27M | $3.76M | 50 | 2026-02-26 |
| 5 | SIMON MEESTER | President and CEO | 328,370 | $22.50M | -$955.5K | 25 | 2026-03-24 |
| 6 | PHILLIP WIDMAN | SVP & Chief Financial Officer | 327,808 | $22.46M | -$1.58M | 121 | 2013-04-10 |
| 7 | JOHN L JR GARRISON | 315,483 | $21.62M | -$51.66M | 58 | 2024-03-29 | |
| 8 | BRIAN J HENRY | 306,924 | $21.03M | -$11.84M | 239 | 2020-03-03 | |
| 9 | ROBERT R WILKERSON | 300,470 | $20.59M | -$8.27M | 7 | 2007-03-28 | |
| 10 | THOMAS J RIORDAN | President, COO | 226,736 | $15.54M | $3.83M | 105 | 2011-02-17 |
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: 2026-06-23
? Form 144 Guide
Last 30d:
1 filing
· $119K notice value
· Last 90d:
3 filings
· $504K 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:
Gross Joshua (1, $361K) · JOHNSTON STEPHEN (2, $143K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-23 | JOHNSTON STEPHEN | Former Officer | 1,703 | $119.0K | 2026-06-23 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-06-04 | JOHNSTON STEPHEN | Former Officer | 379 | $24.0K | 2026-06-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-04 | Gross Joshua | Officer | 5,875 | $361.4K | 2026-05-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Hegarty Kieran | Officer | 11,980 | $829.5K | 2026-02-17 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-12 | POSNER SCOTT | Officer | 5,000 | $252.5K | 2025-08-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-12-11 | MEESTER SIMON | Officer, Director | 9,877 | $505.1K | 2024-12-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-06 | Hegarty Kieran | Officer | 18,000 | $1.05M | 2024-11-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-06-14 144/A | POSNER SCOTT | Officer | 12,500 | $756.0K | 2024-05-24 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-05-24 | POSNER SCOTT | Officer | 12,500 | $756.0K | 2024-05-24 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-05-21 | JOHNSTON STEPHEN | Officer | 3,239 | $200.8K | 2024-05-21 | Fidelity Brokerage Services 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: 2026-05-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-05 | 0000097216-26-000082 | EDGAR |
| 2026-05-01 | 0000097216-26-000078 | EDGAR |
| 2026-04-21 | 0000097216-26-000061 | EDGAR |
| 2026-04-13 | 0000097216-26-000059 | EDGAR |
| 2026-03-06 | 0000097216-26-000037 | EDGAR |
| 2026-02-12 | 0000097216-26-000030 | EDGAR |
| 2026-02-11 | 0000097216-26-000028 | EDGAR |
| 2026-02-02 | 0001140361-26-003269 | EDGAR |
| 2026-01-29 | 0001140361-26-002707 | EDGAR |
| 2026-01-29 | 0000097216-26-000003 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0000097216-26-000035 | EDGAR |
| 2025-02-07 | 0000097216-25-000011 | EDGAR |
| 2024-02-09 | 0000097216-24-000013 | EDGAR |
| 2023-02-10 | 0000097216-23-000012 | EDGAR |
| 2022-02-11 | 0000097216-22-000013 | EDGAR |
| 2021-02-12 | 0000097216-21-000030 | EDGAR |
| 2020-02-14 | 0000097216-20-000027 | EDGAR |
| 2019-02-25 | 0000097216-19-000024 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-01 | 0000097216-26-000080 | EDGAR |
| 2025-10-31 | 0000097216-25-000160 | EDGAR |
| 2025-07-31 | 0000097216-25-000137 | EDGAR |
| 2025-05-02 | 0000097216-25-000095 | EDGAR |
| 2024-10-30 | 0000097216-24-000154 | EDGAR |
| 2024-07-31 | 0000097216-24-000133 | EDGAR |
| 2024-04-26 | 0000097216-24-000099 | EDGAR |
| 2023-10-27 | 0000097216-23-000201 | EDGAR |
| 2023-08-02 | 0000097216-23-000176 | EDGAR |
| 2023-05-02 | 0000097216-23-000136 | 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 | 32.8 |
| P/B Ratio | 1.6 |
| P/S Ratio | 1.3 |
| EV/EBITDA | 19.3 |
| TTM Revenue | $5.9B |
| TTM Net Income | $0.1B |
| TTM EPS | $2.09 |
| ROE | 2.3% |
| Dividend Yield | 0.69% |
| Debt/Equity | 0.57 |