TYGO Tigo Energy, Inc. Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

- Industry (SIC)
- SEMICONDUCTORS & RELATED DEVICES (3674) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 138
- List Date
- 2021-09-03
- CIK
- 0001855447
- Next Earnings
- 2026-10-27
- EPS Forecast
- ($0.03) (1 est.)
- Headquarters
- Los Gatos, CA
- Homepage
- https://www.tigoenergy.com
Tigo Energy Inc provides solar and energy storage solutions, including module level power electronics (MLPE) designed to maximize the energy output of individual solar modules, delivering more energy, active management, and enhanced safety for utility, commercial, and residential solar arrays. By combining its MLPE and solar optimizer technology with intelligent, cloud-based software capabilities, the Company enables developed energy monitoring, system diagnostics, and real-time control. Geographically the company generates revenue from EMEA, Americas, and APAC.
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.
| Month | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|
| Jan | -- | -25.89% | 1.93% | 100.66% | 25.57% |
| Feb | -- | -4.93% | -13.59% | 18.97% | 0.15% |
| Mar | -- | -20.15% | -1.18% | 1.62% | -6.57% |
| Apr | -- | 2.80% | -2.09% | 31.68% | 10.80% |
| May | -7.79% | 38.18% | 14.29% | -15.38% | 7.32% |
| Jun | -13.80% | -0.65% | 23.79% | -39.01% | -7.42% |
| Jul | 13.51% | 4.58% | -0.75% | -15.11% | 0.56% |
| Aug | -51.56% | -22.15% | 6.87% | -45.13% | -27.99% |
| Sep | -22.54% | 47.83% | 77.30% | -14.16% | 22.11% |
| Oct | -62.54% | -26.28% | -12.18% | 3.81%* | -24.30% |
| Nov | -14.84% | -21.37% | -19.49% | -- | -18.57% |
| Dec | -2.79% | 3.67% | -20.23% | -- | -6.45% |
| Total | -89.50% | -42.58% | 27.88% | -31.57% | -33.94% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: TYGO
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a neutral market, with no strong buy or sell signals.
- Recent news headlines are mostly neutral, with some positive sentiment.
Primary Risks:
- High volatility, which may lead to significant price movements.
- No earnings data available, making it difficult to assess the company's financial performance.
Investment Thesis:
TYGO is a high-volatility stock with no strong buy or sell signals. The recent news headlines are mostly neutral, but there is some positive sentiment. As a result, I recommend a cautious approach to investing in TYGO, with a focus on risk management and monitoring for potential catalysts.
Recent News Sentiment Impact:
The recent news headlines have had a minimal impact on the stock's price, as they are mostly neutral or mixed in nature. However, the positive sentiment from the Tigo Energy Q2 Revenue Jumps 89% headline may have contributed to some short-term gains.
Technical Analysis
Trend Direction:
- Short-term: NEUTRAL
- Medium-term: BEARISH (based on SMA 50 and EMA 12)
- Long-term: BULLISH (based on SMA 200)
Support/Resistance Levels:
- Key price levels to monitor include $4.32 (SMA 20), $4.16 (SMA 50), and $2.75 (SMA 200).
Momentum Signals:
- RSI interpretation: NEUTRAL (50.51)
- MACD signal: BEARISH (crossover below the signal line)
- Bollinger Bands position: NEUTRAL (touching the middle band)
Volume Analysis:
- Volume SMA 20: 785239.40
- On-Balance Volume (OBV): 68410911.12
- Volume Rate of Change: 18.25%
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines are mostly neutral, with some positive sentiment.
Sentiment Assessment:
Aggregate sentiment is NEUTRAL, with a slight bias towards positive due to the Tigo Energy Q2 Revenue Jumps 89% headline.
Catalyst Identification:
No specific catalysts are identified in the recent news headlines. However, earnings data may provide more insight into the company's financial performance.
Market Narrative: The market narrative is neutral, with no strong buy or sell signals. The recent news headlines are mostly mixed in nature, which may not be sufficient to drive significant price movements.
Risk & Volatility Assessment
Risk Assessment:
- Beta: 1.67 (high risk)
- Volatility Regime: HIGH
- Options Market Signals:
- IV rank: N/A (no options data available)
- Put/call ratios: N/A (no options data available)
- Unusual activity: N/A (no options data available)
Downside Protection:
Support levels to monitor include $4.32 (SMA 20) and $4.16 (SMA 50). A stop-loss level of $3.80 is recommended.
Market Context & Positioning
Market Context:
- Sector performance: Neutral (TYGO is part of the Energy sector)
- Institutional activity: Moderate volume, with no strong buy or sell signals
- Correlation analysis: TYGO has a low correlation with the market (R-squared interpretation)
Relative Valuation: TYGO is trading within its historical range. No significant deviations from the mean are observed.
Key Levels & Action Items
Critical Price Levels:
- $4.32 (SMA 20)
- $4.16 (SMA 50)
- $2.75 (SMA 200)
Breakout/Breakdown Levels:
- A breakout above $5.14 (upper Bollinger Band) may trigger a buy signal.
- A breakdown below $3.51 (lower Bollinger Band) may trigger a sell signal.
Time-Sensitive Catalysts:
No specific catalysts are identified in the recent news headlines. However, earnings data may provide more insight into the company's financial performance.
Risk Management: A stop-loss level of $3.80 is recommended to manage risk. Position sizing considerations include monitoring volume and volatility levels.
By analyzing the technical indicators, news headlines, and risk metrics, I conclude that TYGO is a high-volatility stock with no strong buy or sell signals. A cautious approach to investing in TYGO is recommended, with a focus on risk management and monitoring for potential catalysts.
TYGO Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
High volatility - stock moves more than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $2.5M | #1833 of 3138 | -16.5% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $792K | #3002 of 3716 | -56.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $206K | #5462 of 6285 | +400.1% | 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
TYGO Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
TYGO Insider Trading (Form 4)
Latest: 2026-10-09| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Yahui Chang | Chief Operating Officer | Tax (F) | −23,463 | $0.91 | -$21.4K | EDGAR |
| 2026-09-18 | Jing Tian | Chief Growth Officer | Tax (F) | −11,613 | $1.03 | -$12.0K | EDGAR |
| 2026-09-18 | Zvi Alon | CEO / Chairperson | Tax (F) | −56,533 | $1.03 | -$58.2K | EDGAR |
| 2026-09-18 | James JD Dillon | Chief Marketing Officer | Tax (F) | −11,633 | $1.03 | -$12.0K | EDGAR |
| 2026-09-18 | Bill Roeschlein | Chief Financial Officer | Tax (F) | −30,151 | $1.03 | -$31.1K | EDGAR |
| 2026-08-11 | James JD Dillon | Chief Marketing Officer | Mixed | +54,916 | $1.25 | -$8.9K | EDGAR |
| 2026-08-11 | Bill Roeschlein | Chief Financial Officer | Mixed | +133,995 | $1.25 | -$16.1K | EDGAR |
| 2026-08-11 | Zvi Alon | CEO / Chairperson | Mixed | +204,404 | $1.25 | -$36.9K | EDGAR |
| 2026-08-11 | Jing Tian | Chief Growth Officer | Mixed | +54,716 | $1.25 | -$8.9K | EDGAR |
| 2026-08-11 | Yahui Chang | Chief Operating Officer | Award (A) | +62,700 | — | EDGAR | |
| 2026-08-05 | Zvi Alon | CEO / Chairperson | Tax (F) | −61,173 | $1.91 | -$116.8K | EDGAR |
| 2026-08-05 | Zvi Alon | CEO / Chairperson | Sell (S) | −72,507 | $3.42 | -$248.0K | EDGAR |
| 2026-08-05 | Jing Tian | Chief Growth Officer | Tax (F) | −12,567 | $1.91 | -$24.0K | EDGAR |
| 2026-08-05 | Bill Roeschlein | Chief Financial Officer | Tax (F) | −32,626 | $1.91 | -$62.3K | EDGAR |
| 2026-08-05 | James JD Dillon | Chief Marketing Officer | Tax (F) | −12,588 | $1.91 | -$24.0K | EDGAR |
TYGO Insider Holdings
10 insiders · @ $0.94| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Zvi Alon | CEO / Chairperson | 3,100,390 | $2.90M | -$1.66M | 23 | 2026-09-18 |
| 2 | Michael R Splinter | Director | 582,601 | $544.9K | $0 | 9 | 2026-05-20 |
| 3 | Bill Roeschlein | Chief Financial Officer | 538,647 | $503.8K | -$40.3K | 12 | 2026-09-18 |
| 4 | Stanley Stern | Director | 497,283 | $465.1K | $0 | 4 | 2026-05-20 |
| 5 | Sagit Manor | Director | 323,098 | $302.2K | -$181.0K | 5 | 2026-06-15 |
| 6 | Jing Tian | Chief Growth Officer | 319,748 | $299.1K | -$18.9K | 13 | 2026-09-18 |
| 7 | Yahui Chang | Chief Operating Officer | 239,497 | $224.0K | $0 | 7 | 2026-10-09 |
| 8 | James JD Dillon | Chief Marketing Officer | 229,775 | $214.9K | -$19.0K | 12 | 2026-09-18 |
| 9 | Joan C Conley | Director | 227,902 | $213.2K | -$155.0K | 4 | 2026-06-12 |
| 10 | Tomer Babai | Director | 214,450 | $200.6K | -$263.2K | 4 | 2026-05-27 |
TYGO Board & Officers
As of SEC filings through Oct 9, 2026Directors 7
- Joan C Conley · since May 23, 2023
- John Andrew Wilson · since May 23, 2023
- Michael R Splinter · since May 23, 2023
- Stanley Stern · since May 23, 2023
- Tomer Babai · since May 23, 2023
- Zvi Alon · since May 23, 2023
- Sagit Manor · since Jan 1, 2024
Officers 5
- Zvi Alon · CEO / Chairperson · listed since Dec 2024
- Bill Roeschlein · Chief Financial Officer · since May 23, 2023
- Yahui Chang · Chief Operating Officer · since Oct 7, 2024
- James JD Dillon · Chief Marketing Officer · since May 23, 2023
- Jing Tian · Chief Growth Officer · since May 23, 2023
10% owners 1
- Zvi Alon · on file since May 2023
Changes in the last 10 years (56)
| Dec 23, 2024 | Zvi Alon listed as CEO / Chairperson (previously Chief Executive Officer) in SEC filings |
| Oct 7, 2024 | Yahui Chang became Chief Operating Officer |
| Jan 1, 2024 | Sagit Manor became a director |
| May 25, 2023 | Zvi Alon first on file as a 10% owner |
| May 25, 2023 | Sam Chawla reported in an SEC filing no longer being a director |
| May 25, 2023 | Montgomery Molly reported in an SEC filing no longer being a director |
| May 25, 2023 | Matthew Day reported in an SEC filing no longer being Co-Chief Operating Officer |
| May 25, 2023 | John C Lipman reported in an SEC filing no longer being a director |
| May 25, 2023 | John C Lipman reported in an SEC filing no longer being a 10% owner |
| May 25, 2023 | John C Lipman reported in an SEC filing no longer being Co-Chief Executive Officer |
| May 25, 2023 | Gordon J Roth reported in an SEC filing no longer being a 10% owner |
| May 25, 2023 | Gordon J Roth reported in an SEC filing no longer being Chief Financial Officer |
| May 25, 2023 | Daniel M. Friedberg reported in an SEC filing no longer being a director |
| May 25, 2023 | CR Financial Holdings, Inc. reported in an SEC filing no longer being a 10% owner |
| May 25, 2023 | CHLM Sponsor LLC reported in an SEC filing no longer being a 10% owner |
| May 25, 2023 | Byron Roth reported in an SEC filing no longer being a director |
| May 25, 2023 | Byron Roth reported in an SEC filing no longer being a 10% owner |
| May 25, 2023 | Byron Roth reported in an SEC filing no longer being Co-CEO & Chairman of the Board |
| May 25, 2023 | Andrew Costa reported in an SEC filing no longer being Co-Chief Operating Officer |
| May 25, 2023 | Adam Rothstein reported in an SEC filing no longer being a director |
| May 25, 2023 | Aaron Gurewitz reported in an SEC filing no longer being Co-President |
| May 23, 2023 | Zvi Alon became a director |
| May 23, 2023 | Zvi Alon became Chief Executive Officer |
| May 23, 2023 | Tomer Babai became a director |
| May 23, 2023 | Stanley Stern became a director |
| May 23, 2023 | Michael R Splinter became a director |
| May 23, 2023 | John Andrew Wilson became a director |
| May 23, 2023 | Joan C Conley became a director |
| May 23, 2023 | Jing Tian became Chief Growth Officer |
| May 23, 2023 | Jeffrey Stuart Sullivan became Chief Operating Officer |
| May 23, 2023 | James JD Dillon became Chief Marketing Officer |
| May 23, 2023 | Generation Investment Management Llp became a 10% owner |
| May 23, 2023 | Generation IM Climate Solutions GP, Ltd. became a 10% owner |
| May 23, 2023 | Generation IM Climate Solutions Fund, L.P. became a 10% owner |
| May 23, 2023 | Energy Growth Momentum II LP became a 10% owner |
| May 23, 2023 | Energy Growth Momentum GP II Ltd. became a 10% owner |
| May 23, 2023 | Bill Roeschlein became Chief Financial Officer |
| May 23, 2023 | Alon Ventures, LLC became a 10% owner |
| Aug 5, 2021 | Sam Chawla became a director |
| Aug 5, 2021 | Rick Hartfiel became Co-President |
| Aug 5, 2021 | Montgomery Molly became a director |
| Aug 5, 2021 | Matthew Day became Co-Chief Operating Officer |
| Aug 5, 2021 | John C Lipman became a director |
| Aug 5, 2021 | John C Lipman became a 10% owner |
| Aug 5, 2021 | John C Lipman became Co-Chief Executive Officer |
| Aug 5, 2021 | Gordon J Roth became a 10% owner |
| Aug 5, 2021 | Gordon J Roth became Chief Financial Officer |
| Aug 5, 2021 | Daniel M. Friedberg became a director |
| Aug 5, 2021 | CR Financial Holdings, Inc. became a 10% owner |
| Aug 5, 2021 | CHLM Sponsor LLC became a 10% owner |
| Aug 5, 2021 | Byron Roth became a director |
| Aug 5, 2021 | Byron Roth became a 10% owner |
| Aug 5, 2021 | Byron Roth became Co-CEO & Chairman of the Board |
| Aug 5, 2021 | Andrew Costa became Co-Chief Operating Officer |
| Aug 5, 2021 | Adam Rothstein became a director |
| Aug 5, 2021 | Aaron Gurewitz became Co-President |
- Prev
- 1
Not reported recently (8)
- Jeffrey Stuart Sullivan · Last reported as Chief Operating Officer in an SEC filing dated Sep 18, 2024
- Energy Growth Momentum II LP · Last reported as a 10% owner in an SEC filing dated Jun 2, 2023
- Energy Growth Momentum GP II Ltd. · Last reported as a 10% owner in an SEC filing dated Jun 2, 2023
- Generation Investment Management Llp · Last reported as a 10% owner in an SEC filing dated Jun 2, 2023
- Generation IM Climate Solutions Fund, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 2, 2023
- Generation IM Climate Solutions GP, Ltd. · Last reported as a 10% owner in an SEC filing dated Jun 2, 2023
- Alon Ventures, LLC · Last reported as a 10% owner in an SEC filing dated May 25, 2023
- Rick Hartfiel · Last reported as Co-President in an SEC filing dated Aug 5, 2021
TYGO Proposed Insider Sales (Form 144)
Latest: 2026-06-15What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-15 | SAGIT MANOR | Director | 63,500 | $180.9K | 2026-06-15 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-10 | JOAN CONLEY | Director | 50,000 | $154.9K | 2026-06-10 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-04 | ZVI ALON | Officer | 72,507 | $248.2K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-03 | ZVI ALON | Officer | 87,912 | $309.4K | 2026-06-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-02 | ZVI ALON | Officer | 84,356 | $313.8K | 2026-06-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-01 | ZVI ALON | Officer | 42,167 | $162.1K | 2026-06-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-26 | TOMER EFRAIM BABAI | Director | 63,452 | $263.2K | 2026-05-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | PBW Invesco WilderHill Clean Energy ETF | Nport | 1.33% | $5.6M | — | 2026-07-31 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.6M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $786,793 | $75.1B | 2026-10-20 |
| 4 | CNRG State Street® SPDR® S&P Kensho Clean Power ETF | SPDR (State Street) | 0.23% | $380,168 | $161.9M | 2026-10-20 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $336,462 | — | 2026-09-30 |
| 6 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $305,838 | $13.6B | 2026-10-20 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $184,969 | — | 2026-09-30 |
| 8 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $90,159 | $1.2B | 2026-10-20 |
| 9 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.00% | $38,279 | — | 2026-09-30 |
| 10 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $16,802 | — | 2026-10-21 |
| 11 | CCSO Carbon Collective Climate Solutions U.S. Equity ETF | Nport | 0.01% | $6,620 | — | 2026-07-31 |
| 12 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $5,673 | — | 2026-09-30 |
| 13 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $1,805 | — | 2026-10-21 |
| 14 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $1,406 | — | 2026-10-21 |
| 15 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $910 | — | 2026-10-21 |
| 16 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $37 | — | 2026-10-21 |
| 17 | RB ProShares Russell 2000 Dynamic Buffer ETF | ProShares | 0.00% | $13 | — | 2026-10-21 |
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.
- 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.
- 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.