United Bankshares Inc(UBSI)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

UBSI iron condor setups UBSI expected move UBSI IV rank history UBSI Fibonacci levels

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.

UBSI $48.01 —
Snapshot
$48.01
52-Week Range
$34.10 – $48.22
YTD
+25.06%
IV Rank (30D)
12.14
Straddle Price
$3.67
P/C Vol Ratio
0.67
Market Cap
$6.6B
Fair Value
MODEL: SHORT

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)4.58%
Beta vs SPY1.00
Cost of Equity (CAPM)10.08% (VRP-adj)
WACC9.79%
Volatility Risk Premium+33.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate20.2%
Rev. Growth (YoY, DCF input)-0.6%
DCF Horizon12 years explicit + fade
Free Cash Flow (TTM)$0.5B
Return on Equity (TTM)9.2%
Book / Price80.4% — banking bias active (P/B is primary)
Bank Quality Adj×0.84 (target ROE vs peer median)
Gross Margin (TTM)68.8%
FCF Margin (TTM)28.4%
Debt / Equity0.05
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+1.4% (reverse-DCF on current price)
SMA 50$44.45 (Market Anchor value)
SMA 20 / Bollinger Mid$45.95
Bollinger Width / SMA2016.3% (drives anchor stability)
Net Debt$0.0B
Market Cap$7B
Peers used for multiples: ASB, CBSH, CFR, HOMB, IBOC, NNN, PB, UMBF
Model Conviction
37%
20-Day Fair Value
≈ by Aug 17, 2026
$46.88
α -1.5% rank 25%
40-Day Fair Value
≈ by Sep 15, 2026
$45.51
α -4.4% rank 25%
60-Day Fair Value
≈ by Oct 14, 2026
$45.35
α -4.7% rank 25%
MethodImplied PriceWeightDetail
DCF $42.70 24%
DDM (Gordon) $14.07 19%
Peer P/E $41.26 7% median 13.8× · 8 peers
Peer EV/EBITDA n/a 0% median 11.4× · 8 peers
Peer P/B $55.04 11% median 1.4× · 8 peers
Peer P/S $42.62 4% median 3.9× · 8 peers
Market Anchor (SMA50) $44.45 35% stability 72% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-17 · updated
Info
Industry (SIC)
STATE COMMERCIAL BANKS (6022)
Exchange
XNAS
Market Cap
$6.6B

United Bankshares Inc is a financial holding company that provides banking services. The company operates in one segment: Community banking, which offers a full range-of-products and services through various delivery channels. Included among the banking products and services offered are the acceptance of deposits in checking, savings, time, and money market accounts; the making and servicing of personal, credit card, commercial, and floor plan loans; and the making of construction and real estate loans, as well as the origination and sale of residential mortgages in the secondary market. Also …

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
MonthAvg ReturnYears of Data
Jan -2.04% 23
Feb -1.34% 23
Mar -0.79% 23
Apr +1.91% 23
May -0.92% 23
Jun -1.21% 23
Jul +0.68% 23
Aug -0.76% 22
Sep -0.33% 23
Oct +2.68% 23
Nov +4.76% 23
Dec -0.27% 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: $46.12
SMA 50: $44.53
SMA 200: $41.13
Current: $47.58
EMA 12: $46.57
EMA 26: $45.84
MACD: 0.7320 | Signal: 0.0947
BULLISH
ADX (14): 31.05
TREND
+DI: 31.65
−DI: 11.24
Momentum Oscillators
RSI (14): 63.87
NEUTRAL
Stoch %K: 84.85
Stoch %D: 73.43
Williams %R: -20.06
Volume & Volatility
BB Upper: $47.78
BB Lower: $44.46
NEUTRAL
OBV: 6,057,352
Vol SMA 20: 1,166,924
Vol ROC: 21.73%
ATR: $0.85
True Range: $1.05
HV 20: 19.4%
HV 30: 20.1%
HV 60: 19.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
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
2024-07-25 Pre-Market 14.59% 3.54% 0.24x Within
2024-10-24 After-Close 9.08% 3.01% 0.33x Within
2025-01-24 Pre-Market 5.35% 0.16% 0.03x Within
2025-04-24 After-Close 8.78% 1.65% 0.19x Within
2025-07-24 After-Close 9.77% 1.64% 0.17x Within
2025-10-23 After-Close 8.29% 1.95% 0.24x Within
2026-01-22 After-Close 6.17% 3.26% 0.53x Within
2026-04-23 Pre-Market 5.82% 1.20% 0.21x Within
Options Activity
IV Rank (30D)
12.14
IV Rank (7D)
100
Avg IV
54.6%
Straddle (30D)
$3.67
Straddle (7D)
$3.80
P/C Volume
0.67
Spread Scanner GPU
Full Algorithm Docs ↗

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)
0.65
Correlation (SPY)
35.8%
R²
0.13
Ann. Volatility
23.0%
SPY Volatility
12.6%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 141,581,165 (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.

424 filers99,455,756 shares$4.04B value70.25% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 20,166,538 $835.30M 20.67% 14.24% 2026-03-31
2 VANGUARD GROUP INC Custodian 14,542,040 $558.41M 13.82% 10.27% 2025-12-31
3 STATE STREET CORP 7,974,217 $333.21M 8.24% 5.63% 2026-03-31
4 DIMENSIONAL FUND ADVISORS LP Custodian 7,661,331 $317.33M 7.85% 5.41% 2026-03-31
5 EARNEST PARTNERS LLC 4,134,503 $171.25M 4.24% 2.92% 2026-03-31
6 GEODE CAPITAL MANAGEMENT, LLC Custodian 3,942,183 $163.31M 4.04% 2.78% 2026-03-31
7 VICTORY CAPITAL MANAGEMENT INC 3,119,919 $129.23M 3.20% 2.20% 2026-03-31
8 AQR CAPITAL MANAGEMENT LLC Custodian 2,374,689 $98.10M 2.43% 1.68% 2026-03-31
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,694,830 $70.20M 1.74% 1.20% 2026-03-31
10 SILVERCREST ASSET MANAGEMENT GROUP LLC 1,656,172 $68.60M 1.70% 1.17% 2026-03-31
11 NORTHERN TRUST CORP Custodian 1,648,776 $68.29M 1.69% 1.16% 2026-03-31
12 BANK OF AMERICA CORP /DE/ Custodian 1,631,894 $67.59M 1.67% 1.15% 2026-03-31
13 GOLDMAN SACHS GROUP INC Custodian 1,569,829 $65.02M 1.61% 1.11% 2026-03-31
14 Bank of New York Mellon Corp Custodian 1,362,254 $56.42M 1.40% 0.96% 2026-03-31
15 FULLER & THALER ASSET MANAGEMENT, INC. 1,327,629 $54.99M 1.36% 0.94% 2026-03-31
16 MORGAN STANLEY Custodian 1,403,141 $53.88M 1.33% 0.99% 2025-12-31
17 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1,139,377 $52.22M 1.29% 0.80% 2026-06-30
18 Fisher Asset Management, LLC 1,211,131 $50.17M 1.24% 0.86% 2026-03-31
19 BNP Paribas Asset Management Holding S.A. 984,690 $40.79M 1.01% 0.70% 2026-03-31
20 Nuveen, LLC Custodian 902,544 $37.38M 0.92% 0.64% 2026-03-31
21 ProShare Advisors LLC 778,714 $32.25M 0.80% 0.55% 2026-03-31
22 UNITED BANK 710,708 $29.44M 0.73% 0.50% 2026-03-31
23 CITADEL ADVISORS LLC Custodian 644,254 $26.69M 0.66% 0.46% 2026-03-31
24 NEW YORK STATE COMMON RETIREMENT FUND 633,118 $26.22M 0.65% 0.45% 2026-03-31
25 FIRST TRUST ADVISORS LP 570,961 $23.65M 0.59% 0.40% 2026-03-31
7 filers$6.30M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $1.83M 29.13% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $1.43M 22.76% 2026-03-31
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $989.94K 15.72% 2026-03-31
4 SIMPLEX TRADING, LLC Custodian $712.42K 11.31% 2026-03-31
5 IMC-Chicago, LLC Custodian $604.73K 9.60% 2026-03-31
6 GROUP ONE TRADING LLC Custodian $372.78K 5.92% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $350.06K 5.56% 2025-09-30
2 filers$190.53K notional
# Filer Notional Value % of Total Period
1 SIMPLEX TRADING, LLC Custodian $178.11K 93.48% 2026-03-31
2 GROUP ONE TRADING LLC Custodian $12.43K 6.52% 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 P CLINTON WINTER Director Buy (P) — — EDGAR
2026-06-02 P CLINTON WINTER Director Buy (P) — — EDGAR
2026-05-15 P CLINTON WINTER Director Buy (P) — — EDGAR
2026-04-01 P CLINTON WINTER Director Buy (P) — — EDGAR
2026-03-05 P CLINTON WINTER Director Buy (P) — — EDGAR
2026-02-25 P CLINTON WINTER Director Buy (P) — — EDGAR
2026-02-25 Ami L Shaver Executive Vice President Tax (F) −679 $44.28 -$30.1K EDGAR
2026-02-25 Anna J Schultheis Executive Vice President Tax (F) −572 $44.28 -$25.3K EDGAR
2026-02-25 Charles J. Mildren Executive Vice President Tax (F) −612 $44.28 -$27.1K EDGAR
2026-02-25 JAMES J JR CONSAGRA Chief Operating Officer Mixed +2,779 $44.28 -$495.9K EDGAR
2026-02-25 HENRY M JR KAYES EVP Tax (F) −1,150 $44.28 -$50.9K EDGAR
2026-02-25 Michael Proctor Executive Vice President Tax (F) −545 $44.28 -$24.1K EDGAR
2026-02-25 RICHARD M JR ADAMS Chief Executive Officer Mixed +2,485 $44.28 -$646.6K EDGAR
2026-02-25 RICHARD M SR ADAMS Executive Chairman Mixed +2,530 $44.28 -$596.8K EDGAR
2026-02-25 Douglas Bryan Ernest Executive Vice-President Mixed +629 $44.28 -$138.3K 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
46 insiders · @ $47.58
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 RICHARD M SR ADAMS Executive Chairman 958,452 $45.60M -$1.30M 57 2026-02-25
2 P CLINTON WINTER Director 495,458 $23.57M $529.4K 205 2026-07-01
3 PETER A CONVERSE Director 438,261 $20.85M -$5.88M 28 2026-02-20
4 JOHN M MCMAHON Director 301,000 $14.32M $830.5K 3 2016-03-01
5 Michael P Fitzgerald Director 212,071 $10.09M -$9.08M 8 2023-05-16
6 W DOUGLAS FISHER Director 209,168 $9.95M -$1.30M 8 2016-03-01
7 RICHARD M JR ADAMS Chief Executive Officer 190,446 $9.06M -$931.2K 55 2026-02-25
8 JAMES J JR CONSAGRA Chief Operating Officer 166,136 $7.90M -$220.1K 43 2026-02-25
9 STEVEN E WILSON Exec VP, Secretary, Treasurer 127,584 $6.07M -$1.88M 16 2014-12-29
10 JERRY L REXROAD Executive Vice President 125,876 $5.99M -$4.43M 16 2023-04-17
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: 2024-12-18
Last 30d: 0 filings  ·  Last 90d: 0 filings

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.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2024-12-18 NESSELROAD MARK R Member of immediate family of any of the foregoing 6,000 $240.3K 2024-12-18 The Charles Schwab Corporation — EDGAR
2024-11-06 CONVERSE PETER A Director 5,000 $200.0K 2024-11-06 Oppenheimer & Co Inc 10b5-1 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: 2026-05-18
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-18 0001193125-26-228386 EDGAR
2026-04-23 0001193125-26-171886 EDGAR
2026-01-22 0001193125-26-018696 EDGAR
2025-11-21 0001193125-25-290882 EDGAR
2025-10-23 0001193125-25-247719 EDGAR
2025-08-04 0001193125-25-172645 EDGAR
2025-07-24 0001193125-25-163847 EDGAR
2025-05-19 0001193125-25-122274 EDGAR
2025-04-24 0001193125-25-092288 EDGAR
2025-01-24 0001193125-25-011811 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-27 0001193125-26-081470 EDGAR
2025-02-28 0001193125-25-042589 EDGAR
2024-02-29 0001193125-24-053462 EDGAR
2023-03-01 0001193125-23-056045 EDGAR
2022-03-01 0001193125-22-061038 EDGAR
2021-03-01 0001193125-21-063344 EDGAR
2020-03-02 0001193125-20-058900 EDGAR
2019-03-01 0001193125-19-060795 EDGAR
2018-03-01 0001193125-18-066863 EDGAR
2017-03-01 0001193125-17-065038 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-08 0001193125-26-213783 EDGAR
2025-11-07 0001193125-25-271463 EDGAR
2025-08-08 0001193125-25-176529 EDGAR
2025-05-09 0001193125-25-116615 EDGAR
2024-11-08 0001193125-24-253904 EDGAR
2024-08-09 0001193125-24-197630 EDGAR
2024-05-10 0001193125-24-135768 EDGAR
2023-11-09 0001193125-23-274243 EDGAR
2023-08-09 0001193125-23-207192 EDGAR
2023-05-10 0001193125-23-140448 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 Ratio13.4
P/B Ratio1.2
P/S Ratio3.6
EV/EBITDA10.9
TTM Revenue$1.8B
TTM Net Income$0.5B
TTM EPS$3.57
ROE9.2%
Dividend Yield3.19%
Debt/Equity0.10