TRI Thomson Reuters Corporation Common Shares
XNAS
122.84
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history 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.
TRI
$122.84
—
Key stats
$122.84
- 52-Week Range
- $76.28 – $166.88
- YTD
- -4.29%
- IV Rank (30D)
- 30.89
- Straddle Price
- $13.85
- P/C Vol Ratio
- 1.23
- Market Cap
- $53.4B
- Open
- $122.14
- Day Range
- $121.07 – $123.48
- Volume
- 553,614
- Prev Close
- $123.26
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) | 5.12% |
| Beta vs SPY | 0.72 |
| Cost of Equity (CAPM) | 8.74% (VRP-adj) |
| WACC | 5.26% |
| Volatility Risk Premium | +28.9pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 0.11 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $102.98 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $103.87 |
| Bollinger Width / SMA20 | 26.0% (drives anchor stability) |
| Net Debt | $0.8B |
Peers used for multiples: AAPL, AVGO, COIN, IBM, MSCI, MSFT, NVDA, TXN
60-Day Conviction
60%
20-Day Fair Value
≈ by Nov 23, 2026
$122.81
α -0.0%
rank 31%
conviction
2%
40-Day Fair Value
≈ by Dec 22, 2026
$124.50
α +1.4%
rank 27%
conviction
44%
60-Day Fair Value
≈ by Jan 20, 2027
$124.98
α +1.7%
rank 28%
conviction
60%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $71.71 | 26% | |
| Peer P/E | n/a | 0% | median 31.8× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 27.4× · 8 peers |
| Peer P/B | n/a | 0% | median 14.4× · 7 peers |
| Peer P/S | n/a | 0% | median 12.4× · 8 peers |
| Market Anchor (SMA50) | $102.98 | 41% | stability 64% (BB-width) |
| Options Expected (B-L 30d) | $124.75 | 33% | 20 strikes · skew +0.25 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- MISCELLANEOUS PUBLISHING (2741) · industry map
- Exchange
- XNAS
- Market Cap
- $53.4B
- Employees
- 27,100
- List Date
- 1993-05-27
- CIK
- 0001075124
- Next Earnings
- 2026-11-03 (Pre-Market)
- EPS Forecast
- $0.89 (2 est.)
- Homepage
- https://www.thomsonreuters.com
Thomson Reuters is a leading global provider of business information services, delivering trusted data, technology, and expertise to professionals across legal, tax, accounting, risk, compliance, and the news and media sectors. Headquartered in Toronto, Canada, the company combines deep domain knowledge with data and software solutions to help clients make informed decisions, manage complexity, and drive efficiency. Thomson Reuters serves legal and accounting/tax professionals, corporations, and governments worldwide, but around 75% of revenue is generated in the US. The company is known for f…
Summary
—
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 | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.80% | -8.36% | 3.17% | 3.17% | 4.30% | -12.45% | -1.56% |
| Feb | 4.06% | -6.00% | 0.54% | 4.06% | 5.70% | -11.57% | -0.54% |
| Mar | -0.59% | 6.72% | 7.63% | -2.17% | -3.22% | -9.56% | -0.20% |
| Apr | 3.48% | -7.46% | 0.37% | -2.70% | 6.84% | 8.68% | 1.53% |
| May | 4.78% | -0.59% | -3.78% | 13.62% | 6.95% | -9.78% | 1.87% |
| Jun | 1.30% | 6.12% | 4.94% | 0.01% | 1.88% | -13.08% | 0.20% |
| Jul | 6.76% | 8.37% | 1.53% | -3.66% | -0.38% | 15.80% | 4.74% |
| Aug | 11.08% | -1.27% | -4.70% | 7.75% | -11.67% | 5.62% | 1.14% |
| Sep | -7.26% | -6.97% | -5.10% | 1.46% | -12.56% | -8.48% | -6.48% |
| Oct | 9.23% | 1.80% | -1.44% | -3.68% | 0.32% | 23.63%* | 4.98% |
| Nov | 0.71% | 14.47% | 14.46% | -1.33% | -13.03% | -- | 3.06% |
| Dec | 0.65% | -2.71% | 3.70% | -2.47% | -0.99% | -- | -0.36% |
| Total | 39.46% | 1.28% | 21.54% | 13.36% | -17.44% | -17.42% | 6.80% |
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: $105.06
SMA 50: $103.32
SMA 200: $97.36
Current: $122.78
EMA 12: $111.62
EMA 26: $106.71
MACD: 4.9152 | Signal: 2.2682
BULLISH
ADX (14): 25.55
TREND
+DI: 46.32
−DI: 11.97
Momentum Oscillators
RSI (14): 77.98
OVERBOUGHT
Stoch %K: 96.80
Stoch %D: 95.39
Williams %R: -3.52
Volume & Volatility
BB Upper: $121.12
BB Lower: $88.99
OVERBOUGHT
OBV: -55,553,021
Vol SMA 20: 1,485,123
Vol ROC: -45.12%
ATR: $3.87
True Range: $2.41
HV 20: 31.7%
HV 30: 42.5%
HV 60: 51.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: TRI
Executive Summary: This report provides an in-depth analysis of TRI, a stock with a bullish trend direction across all timeframes (short-term, medium-term, and long-term). The technical indicators suggest that the stock is in an uptrend, with the RSI indicating a neutral position. The MACD signal is bullish, while the Bollinger Bands are squeezing, suggesting potential volatility.
Confidence Level: 8/10
Key Drivers:
- Bullish momentum from the MACD signal
- Squeezing Bollinger Bands indicating potential breakout
- Neutral RSI suggests no oversold conditions
Primary Risks:
- Potential for mean reversion or reversal if Bollinger Bands continue to squeeze
- Market sentiment could shift if news headlines turn bearish
Investment Thesis: TRI is a strong buy candidate due to its bullish trend direction, neutral RSI, and potential breakout from the Bollinger Bands. However, caution should be exercised due to the risk of mean reversion or reversal.
Recent News Sentiment Impact: The recent news headlines have been mixed, with positive sentiment from AI legal drafting tools market growth and negative sentiment from SpaceX earnings release concerns. The overall news sentiment is neutral, but the bullish MACD signal suggests that the stock may be responding to the positive news.
Technical Analysis:
Trend Direction:
Short-term (1-4 weeks): Bullish Medium-term (1-3 months): Bullish Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $99.51 (resistance)
- EMA 12: $101.72 (support)
- Upper Bollinger Band: $112.13 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (50.87)
- MACD signal: Bullish
- Bollinger Bands position: Squeezing
Volume Analysis:
- Volume SMA 20: 2178210.94 (increasing)
- On-Balance Volume (OBV): -72047392.00 (bearish)
- Volume Rate of Change: -41.08% (bearish)
News & Sentiment Analysis:
Recent Headlines Summary:
The recent news headlines have been mixed, with positive sentiment from AI legal drafting tools market growth and negative sentiment from SpaceX earnings release concerns.
Sentiment Assessment:
Neutral (positive and negative sentiments balance out)
Catalyst Identification:
Upcoming events include earnings releases from companies in the financial sector, which could impact TRI's stock price.
Risk & Volatility Assessment:
Beta Interpretation:
Beta 0.21 (vs SPY) - low volatility
Volatility Regime:
Current vs historical volatility levels: Low
Options Market Signals:
IV rank: 35.9% (Medium) Put/call ratios: 0.64 (Bullish sentiment)
Downside Protection: Support levels include SMA 20 at $99.51 and EMA 12 at $101.72.
Market Context & Positioning:
Sector Performance:
Relative strength vs sector/market: Strong
Institutional Activity:
Volume patterns suggesting institutional interest: Increasing volume on the rise
Correlation Analysis:
How stock moves relative to market (R-squared interpretation): Low correlation (0.06)
Relative Valuation:
Position within trading range: Middle of a trading range
Key Levels & Action Items:
- Critical price levels: SMA 20 at $99.51, EMA 12 at $101.72
- Breakout/breakdown levels: Upper Bollinger Band at $112.13 (resistance)
- Time-sensitive catalysts: Earnings releases from companies in the financial sector
- Risk management: Stop-loss levels and position sizing considerations
This comprehensive analysis provides a detailed assessment of TRI's technical, news, and sentiment factors. The report highlights the stock's bullish trend direction across all timeframes, as well as its low volatility and neutral RSI. However, caution should be exercised due to the potential for mean reversion or reversal if Bollinger Bands continue to squeeze.
Generated
News
All TRI news →
It's leaving the past behind, and investors cheered the move.
TRI Options Activity & IV Rank
TRI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 49.6%
7-DTE IV: —
Expected Move: $13.85
7-DTE Move: $13.85
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 675
Put Volume: 829
P/C Volume: 1.228
NEUTRAL
Call OI: 2,536
Put OI: 1,344
P/C OI: 0.53
Total OI: 3,880
ATM Options Pricing
ATM Call: $5.40
ATM Put: $8.45
Call %: 4.4%
Put %: 6.9%
Chain Summary
Chain Volume: 4,779
Chain OI: 11,330
Last Updated: 10/23/2026
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.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 34th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
34%
vs own history
GEX tilt
+0.05
OI-weighted, today
Vanna tilt
-0.07
δ-sensitivity to IV
Charm tilt
+0.24
δ-decay vs time
? What is this?
· 31 ATM contracts, 6k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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
No data
30 DTE / 10d
61%
+12.2
pts
EXTREME
ATM 49.8% / Wing 61.9%
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)30.9MediumOct 23
Straddle Price (30 DTE)$13.85Oct 23
Beta Analysis
Risk Metrics
Beta: 0.1787
Alpha: -19.62%
Correlation: 0.0447
R-Squared: 0.2%
Stock Volatility: 51.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own TRI
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Bridgewater Associates Hedge fund Ray Dalio | $3.4M | #569 of 997 | -74.3% | 13F | |
| ICONIQ Capital Family office | $1.0M | #48 of 76 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $319K | #2331 of 4729 | -7.7% | 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
TRI Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 442,591,684 (as of 2025-12-31)
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.
21 filers$66.69M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $9.88M | 14.81% | 2026-06-30 |
| 2 | SIG North Trading, ULC | $9.04M | 13.56% | 2026-06-30 |
| 3 | NewGen Asset Management Ltd | $8.17M | 12.25% | 2026-06-30 |
| 4 | Susquehanna International Group, LLP Custodian | $6.35M | 9.52% | 2026-06-30 |
| 5 | Point72 Asset Management, L.P. | $4.05M | 6.08% | 2026-06-30 |
| 6 | Walleye Trading LLC | $3.81M | 5.72% | 2026-06-30 |
| 7 | Polar Asset Management Partners Inc. | $3.71M | 5.56% | 2026-06-30 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $3.20M | 4.80% | 2026-06-30 |
| 9 | IMC-Chicago, LLC Custodian | $2.95M | 4.42% | 2026-06-30 |
| 10 | Jane Street Group, LLC Custodian | $2.44M | 3.65% | 2026-06-30 |
| 11 | Royal Bank of Canada Custodian | $2.30M | 3.45% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $2.20M | 3.29% | 2026-06-30 |
| 13 | Wolverine Trading, LLC Custodian | $1.73M | 2.60% | 2025-09-30 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $1.62M | 2.43% | 2026-06-30 |
| 15 | Walleye Capital LLC | $1.22M | 1.82% | 2026-06-30 |
| 16 | Goldman Sachs Group Inc Custodian | $1.14M | 1.71% | 2026-06-30 |
| 17 | TUDOR INVESTMENT CORP ET AL | $1.00M | 1.51% | 2026-06-30 |
| 18 | Squarepoint Ops LLC | $759.53K | 1.14% | 2026-06-30 |
| 19 | GROUP ONE TRADING LLC Custodian | $645.19K | 0.97% | 2026-06-30 |
| 20 | TORONTO DOMINION BANK | $293.75K | 0.44% | 2026-06-30 |
| 21 | National Bank of Canada Custodian | $179.67K | 0.27% | 2026-06-30 |
14 filers$68.77M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc Custodian | $21.97M | 31.95% | 2026-06-30 |
| 2 | SIG North Trading, ULC | $9.22M | 13.41% | 2026-06-30 |
| 3 | Bank of Montreal Custodian | $8.16M | 11.87% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $7.67M | 11.16% | 2026-06-30 |
| 5 | Susquehanna International Group, LLP Custodian | $6.71M | 9.75% | 2026-06-30 |
| 6 | Point72 Asset Management, L.P. | $4.86M | 7.06% | 2026-06-30 |
| 7 | Jane Street Group, LLC Custodian | $3.30M | 4.80% | 2026-06-30 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $2.10M | 3.05% | 2026-06-30 |
| 9 | Twin Tree Management, LP | $1.80M | 2.61% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $1.37M | 2.00% | 2025-09-30 |
| 11 | TUDOR INVESTMENT CORP ET AL | $882.04K | 1.28% | 2026-06-30 |
| 12 | TORONTO DOMINION BANK | $375.34K | 0.55% | 2026-06-30 |
| 13 | Walleye Capital LLC | $261.34K | 0.38% | 2026-06-30 |
| 14 | Walleye Trading LLC | $98.00K | 0.14% | 2026-06-30 |
TRI Insider Trading (Form 4)
Latest: 2007-07-25Form 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 |
|---|---|---|---|---|---|---|---|
| 2007-07-25 | William J Hibbitt | Director | Disp (D) | −6,659 | $54.00 | -$359.6K | EDGAR |
| 2007-07-25 | James R Bedenbaugh | Sr. VP/Treasurer | Disp (D) | −17,673 | $54.00 | -$954.3K | EDGAR |
| 2007-07-25 | Michael K Jhin | Director | Disp (D) | −8,734 | $54.00 | -$471.6K | EDGAR |
| 2007-07-25 | George Wayne McAlister | Division President | Disp (D) | −24,741 | $54.00 | -$1.34M | EDGAR |
| 2007-07-25 | Daniel J Moen | Executive Vice President | Disp (D) | −55,891 | $54.00 | -$3.02M | EDGAR |
| 2007-07-25 | Thomas H Frazier Jr | Sr. VP of Administration | Disp (D) | −25,212 | $54.00 | -$1.36M | EDGAR |
| 2007-07-25 | Marsha Powers | Division President | Disp (D) | −23,711 | $54.00 | -$1.28M | EDGAR |
| 2007-07-25 | Rebecca Hurley | SVP, Gen'l Counsel, Secretary | Disp (D) | −23,668 | $54.00 | -$1.28M | EDGAR |
| 2007-07-25 | Dale V Kesler | Director | Disp (D) | −9,965 | $54.00 | -$538.1K | EDGAR |
| 2007-07-25 | William L Anderson | Division President | Disp (D) | −22,716 | $54.00 | -$1.23M | EDGAR |
| 2007-07-25 | William R Huston | Sr. VP of Finance | Disp (D) | −28,972 | $54.00 | -$1.56M | EDGAR |
| 2007-07-25 | Christopher A Holden | Division President | Disp (D) | −29,304 | $54.00 | -$1.58M | EDGAR |
| 2007-07-25 | James D Shelton | Chairman, President, CEO | Disp (D) | −417,525 | $54.00 | -$22.55M | EDGAR |
| 2007-07-25 | Uwe E Reinhardt | Director | Disp (D) | −5,288 | $54.00 | -$285.6K | EDGAR |
| 2007-07-25 | Barbara A Durand | Director | Disp (D) | −10,682 | $54.00 | -$576.8K | 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.
TRI Proposed Insider Sales (Form 144)
Latest: 2026-08-14
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $160.8M notice value
· 4 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. 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.
Top 90-day filers:
The Woodbridge Company Limited (1, $159.1M) · Kirk Koenigsbauer (1, $1.2M) · David Wong (1, $296K) · Elizabeth Zimick (1, $207K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | Elizabeth Zimick | Officer | 1,950 | $206.8K | 2026-08-14 | UBS Financial Services Inc | — | EDGAR |
| 2026-08-13 | The Woodbridge Company Limited | 10% Stockholder | 1,500,000 | $159.10M | 2026-08-14 | BMO Capital Markets Corp. | — | EDGAR |
| 2026-08-06 | David Wong | Officer | 3,000 | $295.8K | 2026-08-06 | UBS Financial Services Inc | — | EDGAR |
| 2026-07-28 | Kirk Koenigsbauer | Former Director | 12,164 | $1.19M | 2026-07-28 | UBS Financial Services Inc | — | EDGAR |
| 2026-05-26 | The Woodbridge Company Limited | 10% Stockholder | 1,000,000 | $83.72M | 2026-05-27 | BMO Capital Markets Corp. | — | EDGAR |
| 2026-05-11 | Jason Williams | Officer | 2,864 | $266.2K | 2026-05-11 | UBS Financial Services Inc | — | EDGAR |
| 2026-03-16 | Laura Clayton | Officer | 4,458 | $429.5K | 2026-03-16 | UBS Financial Services Inc | — | EDGAR |
| 2026-03-16 | The Woodbridge Company Limited | 10% Stockholder | 600,000 | $57.68M | 2026-03-18 | BMO Capital Markets Corp. | — | EDGAR |
| 2025-12-15 | Ragunath Ramanathan | Officer | 1,250 | $163.4K | 2025-12-15 | UBS Financial Services Inc | — | EDGAR |
| 2025-12-01 | Woodbridge CO LTD | 10% Stockholder | 600,000 | $81.26M | 2025-12-01 | BMO Capital Markets Corp. | — | 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
96 ETFs hold TRI
25 shown · $2.04B total exposure · 0.10% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | QQQ Invesco QQQ Trust, Series 1 | Invesco | 0.19% | $907.3M | — | 2026-10-21 |
| 2 | QQQM Invesco NASDAQ 100 ETF | Invesco | 0.19% | $203.8M | — | 2026-10-21 |
| 3 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.03% | $191.2M | — | 2026-09-30 |
| 4 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.04% | $126.0M | — | 2026-09-30 |
| 5 | TDIV First Trust NASDAQ Technology Dividend Index Fund | First Trust | 2.80% | $122.1M | $4.4B | 2026-10-21 |
| 6 | QTEC First Trust NASDAQ-100-Technology Sector Index Fund | First Trust | 2.35% | $107.7M | $4.6B | 2026-10-21 |
| 7 | AIQ Global X Artificial Intelligence & Technology ETF | Global X | 0.44% | $43.8M | — | 2026-10-22 |
| 8 | EWC iShares MSCI Canada ETF | iShares (BlackRock) | 0.48% | $36.3M | $7.5B | 2026-10-21 |
| 9 | VEU Vanguard FTSE All-World Ex-US ETF | Vanguard | 0.03% | $30.8M | — | 2026-09-30 |
| 10 | TQQQ ProShares UltraPro QQQ | ProShares | 0.09% | $30.3M | — | 2026-10-22 |
| 11 | SCHF Schwab International Equity ETF | Nport | 0.04% | $25.5M | — | 2026-05-31 |
| 12 | QQQI NEOS Nasdaq-100(R) High Income ETF | Nport | 0.16% | $20.7M | — | 2026-06-30 |
| 13 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.04% | $20.6M | $57.1B | 2026-10-21 |
| 14 | QLD ProShares Ultra QQQ | ProShares | 0.14% | $19.8M | — | 2026-10-22 |
| 15 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.06% | $19.6M | $33.7B | 2026-10-21 |
| 16 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.05% | $18.7M | $41.2B | 2026-10-21 |
| 17 | TDVI FT Vest Technology Dividend Target Income ETF | First Trust | 2.81% | $18.2M | $649.5M | 2026-10-21 |
| 18 | QYLD Global X Nasdaq 100 Covered Call ETF | Global X | 0.21% | $17.2M | — | 2026-10-22 |
| 19 | QQQE Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF | Direxion | 1.09% | $15.8M | — | 2026-10-22 |
| 20 | GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | Goldman | 0.21% | $13.2M | $6.4B | 2026-10-21 |
| 21 | PID Invesco International Dividend Achievers ETF | Invesco | 1.48% | $13.1M | — | 2026-10-21 |
| 22 | ONEQ Fidelity Nasdaq Composite Index ETF | Fidelity | 0.11% | $12.1M | $11.0B | 2026-10-21 |
| 23 | VT Vanguard Total World Stock ETF | Vanguard | 0.01% | $11.2M | — | 2026-09-30 |
| 24 | IEFA iShares Core MSCI EAFE ETF | iShares (BlackRock) | 0.01% | $10.8M | $189.1B | 2026-10-21 |
| 25 | ACWX iShares MSCI ACWI ex U.S. ETF | iShares (BlackRock) | 0.04% | $7.9M | $17.6B | 2026-10-21 |
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.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (11 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-12-31 | — | — | — | — |
| Q4 '24 | 2024-12-31 | — | — | — | — |
| Q4 '23 | 2023-12-31 | — | — | — | — |
| Q4 '22 | 2022-12-31 | — | — | — | — |
| Q4 '21 | 2021-12-31 | — | — | — | — |
| Q2 '21 | 2021-06-30 | $1.53B | $1.07B | $2.27 | $462.00M |
| Q4 '20 | 2020-12-31 | — | — | — | — |
| Q2 '20 | 2020-06-30 | $1.41B | $126.00M | $0.26 | $422.00M |
| Q4 '19 | 2019-12-31 | — | — | — | — |
| Q2 '19 | 2019-06-30 | $1.42B | $179.00M | $0.38 | $113.00M |
| Q4 '18 | 2018-12-31 | — | — | — | — |
Q4 2025 • period ending 2025-12-31 • filed 2026-03-05
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
12.83M
SI % of Float
10.11%
Days to Cover
8.59
Short Vol Ratio
76.4%
Free Float
126.94M
Float %
29.3%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-10-02