UFP Technologies Inc(UFPT)

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

UFPT iron condor setups UFPT expected move UFPT IV rank history UFPT Fibonacci levels UFPT 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.

UFPT $295.04 —
Snapshot
$295.04
52-Week Range
$173.86 – $338.71
YTD
+32.07%
IV Rank (30D)
68.75
Straddle Price
$23.70
P/C Vol Ratio
1.24
Market Cap
$2.3B
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)4.96%
Beta vs SPY1.04
Cost of Equity (CAPM)10.70% (VRP-adj)
WACC10.33%
Volatility Risk Premium+71.9pp (IV − HV30), ERP adj +50bps
Effective Tax Rate18.4%
Rev. Growth (YoY, DCF input)+12.6%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)15.6%
Book / Price19.9%
Gross Margin (TTM)28.5%
FCF Margin (TTM)9.7%
Debt / Equity0.23
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+22.1% (reverse-DCF on current price)
SMA 50$286.42 (Market Anchor value)
SMA 20 / Bollinger Mid$285.63
Bollinger Width / SMA204.2% (drives anchor stability)
Net Debt$0.1B
Market Cap$2B
Peers used for multiples: ADMA, ATEC, HALO, PBH, PEN, PODD, RARE, RGEN
Model Conviction
60%
20-Day Fair Value
≈ by Oct 26, 2026
$299.59
α +1.5% rank 37%
40-Day Fair Value
≈ by Nov 24, 2026
$311.50
α +5.6% rank 54%
60-Day Fair Value
≈ by Dec 23, 2026
$317.85
α +7.7% rank 39%
MethodImplied PriceWeightDetail
DCF $170.17 20%
DDM (Gordon) n/a 0%
Peer P/E $285.62 9% median 28.0× · 6 peers
Peer EV/EBITDA $251.53 9% median 16.1× · 7 peers
Peer P/B $355.45 2% median 6.0× · 6 peers
Peer P/S $327.22 6% median 3.7× · 8 peers
Market Anchor (SMA50) $286.42 40% stability 100% (BB-width)
Options Expected (B-L 30d) $298.41 15% 15 strikes · skew +1.47
As of 2026-09-25 · updated
Info
Industry (SIC)
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841)
Exchange
XNAS
Market Cap
$2.3B

UFP Technologies Inc is a contract development and manufacturing organization that specializes in single-use and single-patient medical devices. The company manufactures its products by converting raw materials using laminating, molding, radio frequency, and impulse welding, and fabricating manufacturing techniques. It is an important link in the medical device supply chain and a valued outsource partner to many of the top medical device manufacturers in the world. The company's single-use and single-patient devices and components are used in a wide range of medical devices, disposable wound c…

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 +1.99% 6
Feb +1.50% 6
Mar +3.87% 6
Apr -0.29% 6
May +10.42% 6
Jun +9.81% 6
Jul +1.74% 6
Aug +4.94% 6
Sep -5.48% 6
Oct -2.06% 5
Nov +14.45% 5
Dec -3.05% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $285.38
SMA 50: $287.18
SMA 200: $241.70
Current: $295.03
EMA 12: $286.92
EMA 26: $287.47
MACD: -0.5497 | Signal: 1.4905
BEARISH
ADX (14): 19.15
RANGE
+DI: 28.95
−DI: 15.19

Momentum Oscillators

RSI (14): 57.17
NEUTRAL
Stoch %K: 77.49
Stoch %D: 63.05
Williams %R: -19.10

Volume & Volatility

BB Upper: $301.76
BB Lower: $269.01
NEUTRAL
OBV: 2,079,066
Vol SMA 20: 114,767
Vol ROC: -44.89%
ATR: $8.65
True Range: $5.48
HV 20: 23.5%
HV 30: 22.8%
HV 60: 60.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL with confidence level (6/10)

Key Drivers: Strong momentum indicators, positive news sentiment, and low risk profile

Primary Risks: Overbought RSI, potential for mean reversion

Investment Thesis: UFPT is a strong performer in the industry, driven by its innovative products and strategic partnerships. The stock has shown remarkable resilience despite some recent volatility.

Recent News Sentiment Impact: Positive news sentiment from recent headlines contributes to the overall bullish tone.

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: Key levels include:

  • Lower band: $211.12
  • Middle line: $231.84
  • Upper band: $252.57

Momentum Signals:

  • RSI interpretation: Overbought (>70), potential for mean reversion
  • MACD signal: Bullish (crossover above signal line)
  • Bollinger Bands position: Squeeze, breakout possible

Volume Analysis: Volume trends and institutional interest signals indicate:

  • Volume SMA 20: 196932.25 (stable)
  • On-Balance Volume (OBV): 3025664.41 (strong uptrend)

News & Sentiment Analysis

Recent Headlines Summary: Positive news headlines from recent announcements and analyst upgrades contribute to the overall bullish tone.

Sentiment Assessment: Aggregate news sentiment is POSITIVE, with most headlines highlighting the company's innovative products and strategic partnerships.

Catalyst Identification: No imminent catalysts are identified, but the upcoming earnings report could provide further guidance on the company's performance.

Market Narrative: The technical signals align with the positive news sentiment, indicating a strong uptrend.

Risk & Volatility Assessment

Beta Interpretation: Beta is above average (1.07), indicating higher volatility than the market.

Volatility Regime: Current volatility levels are higher than historical norms (0.44).

Options Market Signals:

  • IV Rank: 46.4% (Medium)
  • Put/Call Volume Ratio: 0.52 (Bullish sentiment)

Downside Protection: Support levels and risk management considerations include:

  • Lower band: $211.12
  • Stop-loss level: below $230

Market Context & Positioning

Sector Performance: UFPT's sector is performing well, with a relative strength index (RSI) of 0.65.

Institutional Activity: Volume patterns suggest institutional interest is increasing.

Correlation Analysis: The stock's correlation with the market is moderate (R-squared: 0.30).

Relative Valuation: UFPT is trading within its historical range, with no significant overvaluation or undervaluation detected.

Key Levels & Action Items

Critical Price Levels: Monitor the support/resistance levels:

  • Lower band: $211.12
  • Middle line: $231.84
  • Upper band: $252.57

Breakout/Breakdown Levels: Technical levels that could trigger significant moves include:

  • SMA 200: $218.75
  • EMA 26: $231.68

Time-Sensitive Catalysts: No imminent catalysts are identified, but the upcoming earnings report could provide further guidance.

Risk Management: Consider stop-loss levels and position sizing considerations:

  • Stop-loss level: below $230
  • Position size: adjust based on risk tolerance
Generated
News
Earnings History
7 of 8 under expected move
Avg Expected Move
10.61%
Avg Actual Move
4.67%
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
2024-11-12 Pre-Market 4.09% 0.04% 0.01x Within
2025-02-25 Pre-Market 13.99% 9.37% 0.67x Within
2025-05-07 Pre-Market 8.36% 0.29% 0.03x Within
2025-08-05 Pre-Market 13.81% 6.40% 0.46x Within
2025-11-03 After-Close 12.06% 13.04% 1.08x Exceeded
2026-02-24 After-Close 13.25% 2.21% 0.17x Within
2026-05-04 Pre-Market 9.53% 0.99% 0.10x Within
2026-08-03 Pre-Market 9.79% 5.00% 0.51x Within
Options Activity
IV Rank (30D)
68.75
IV Rank (7D)
68.75
Avg IV
97.9%
Straddle (30D)
$23.70
Straddle (7D)
$23.70
P/C Volume
1.24
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)
1.28
Correlation (SPY)
33.6%
R²
0.11
Ann. Volatility
49.4%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 7,792,750 (as of 2026-06-30)

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.

284 filers10,077,946 shares$2.45B value129.32% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 1,141,410 $302.62M 12.35% 14.65% 2026-06-30
2 CONGRESS ASSET MANAGEMENT CO 687,439 $182.26M 7.44% 8.82% 2026-06-30
3 WASATCH ADVISORS LP 683,262 $181.15M 7.39% 8.77% 2026-06-30
4 Neuberger Berman Group LLC 537,038 $142.38M 5.81% 6.89% 2026-06-30
5 VANGUARD GROUP INC Custodian 533,578 $118.47M 4.84% 6.85% 2025-12-31
6 Boston Trust Walden Corp 336,278 $89.16M 3.64% 4.32% 2026-06-30
7 VANGUARD CAPITAL MANAGEMENT LLC 329,623 $87.39M 3.57% 4.23% 2026-06-30
8 STATE STREET CORP (STT, STT-PG) 312,811 $82.94M 3.38% 4.01% 2026-06-30
9 AMERICAN CENTURY COMPANIES INC 279,976 $74.23M 3.03% 3.59% 2026-06-30
10 UBS Group AG Custodian 254,740 $67.54M 2.76% 3.27% 2026-06-30
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 223,474 $59.25M 2.42% 2.87% 2026-06-30
12 GEODE CAPITAL MANAGEMENT, LLC Custodian 200,933 $53.28M 2.17% 2.58% 2026-06-30
13 Allspring Global Investments Holdings, LLC 195,720 $52.58M 2.15% 2.51% 2026-06-30
14 DIMENSIONAL FUND ADVISORS LP Custodian 186,313 $49.40M 2.02% 2.39% 2026-06-30
15 VANGUARD PORTFOLIO MANAGEMENT LLC 161,218 $42.74M 1.74% 2.07% 2026-06-30
16 AltraVue Capital, LLC 147,466 $39.10M 1.60% 1.89% 2026-06-30
17 Annex Advisory Services, LLC 130,481 $34.59M 1.41% 1.67% 2026-06-30
18 MORGAN STANLEY Custodian 124,387 $32.98M 1.35% 1.60% 2026-06-30
19 FRANKLIN RESOURCES INC Custodian 114,068 $30.24M 1.23% 1.46% 2026-06-30
20 Swedbank AB 105,505 $27.97M 1.14% 1.35% 2026-06-30
21 ASHFORD CAPITAL MANAGEMENT INC 105,020 $27.84M 1.14% 1.35% 2026-06-30
22 GENEVA CAPITAL MANAGEMENT LLC 103,038 $27.32M 1.11% 1.32% 2026-06-30
23 ENVESTNET ASSET MANAGEMENT INC 98,347 $26.07M 1.06% 1.26% 2026-06-30
24 NORTHERN TRUST CORP Custodian 91,260 $24.20M 0.99% 1.17% 2026-06-30
25 NEUMEIER POMA INVESTMENT COUNSEL LLC 84,575 $22.42M 0.92% 1.09% 2026-06-30
2 filers$1.35M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $1.33M 98.04% 2026-06-30
2 SIMPLEX TRADING, LLC Custodian $26.51K 1.96% 2026-06-30
4 filers$1.51M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $901.44K 59.62% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $344.67K 22.80% 2026-06-30
3 WOLVERINE TRADING, LLC Custodian $239.28K 15.83% 2025-09-30
4 SIMPLEX TRADING, LLC Custodian $26.51K 1.75% 2026-06-30
Insider Activity
Latest: 2026-08-27
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
2026-08-27 MARC D KOZIN Director Sell (S) −7,000 $304.50 -$2.13M EDGAR
2026-08-19 Symeria Hudson Director Sell (S) −298 $319.11 -$95.1K EDGAR
2026-08-17 CYNTHIA L FELDMANN Director Sell (S) −1,000 $324.26 -$324.3K EDGAR
2026-08-17 Symeria Hudson Director Mixed −730 $279.26 -$378.4K EDGAR
2026-08-12 Joseph John Hassett Director — — — EDGAR
2026-08-11 R JEFFREY BAILLY Executive Chairman Sell (S) −13,011 $316.13 -$4.11M EDGAR
2026-08-10 R JEFFREY BAILLY Executive Chairman Sell (S) −15,695 $318.38 -$5.00M EDGAR
2026-08-07 Jason Holt Vice President Sell (S) −1,100 $317.00 -$348.7K EDGAR
2026-08-07 Jason Holt Vice President Sell (S) −1,100 $317.00 -$348.7K EDGAR
2026-06-15 CYNTHIA L FELDMANN Director Mixed — $141.62 -$234.4K EDGAR
2026-06-08 Joseph John Hassett Director Award (A) +802 — EDGAR
2026-06-08 Symeria Hudson Director Award (A) +802 — EDGAR
2026-06-08 Ryan K Stafford SVP Human Resources Award (A) +1,448 — EDGAR
2026-06-08 CYNTHIA L FELDMANN Director Award (A) +802 — EDGAR
2026-06-08 THOMAS OBERDORF Director Award (A) +802 — 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
22 insiders · @ $295.03
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 R JEFFREY BAILLY Executive Chairman 171,200 $50.51M -$101.36M 145 2026-08-11
2 RICHARD LESAVOY Vice President 122,979 $36.28M -$1.23M 28 2013-05-15
3 DAVID BARTLETT GOULD Director 74,506 $21.98M $19.6K 17 2015-05-07
4 Robert W Pierce Jr Director 63,518 $18.74M $431.9K 25 2021-06-11
5 RONALD J LATAILLE Chief Financial Officer 59,417 $17.53M -$11.73M 72 2026-06-08
6 MITCHELL ROCK President 39,115 $11.54M -$3.58M 68 2026-06-08
7 RICHARD L BAILLY Director 25,171 $7.43M -$2.53M 25 2011-06-10
8 MARC D KOZIN Director 24,462 $7.22M -$3.25M 35 2026-08-27
9 David K Stevenson Director 19,103 $5.64M -$184.8K 35 2017-05-08
10 W David Smith Vice President 17,829 $5.26M -$1.01M 28 2020-03-03
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: 2026-08-25
Last 30d: 1 filing · $2.1M notice value  ·  Last 90d: 7 filings · $13.6M notice value · 6 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: John B. Bailly as Trustee of The R. Jeffrey Bailly Irrevocable Trust of 2022 (1, $9.2M) · KOZIN MARC D (1, $2.1M) · Symeria Hudson (2, $1.3M) · Jason D Holt (1, $349K) · Cynthia Feldmann (1, $324K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-25 KOZIN MARC D Director 7,000 $2.14M 2026-08-25 Fidelity Brokerage Services — EDGAR
2026-08-17 144/A Symeria Hudson Member of Board of Directors 2,224 $625.1K 2026-08-14 Merrill Lynch — EDGAR
2026-08-14 Symeria Hudson Board of Member Director 2,349 $625.1K 2026-08-14 Merrill Lynch — EDGAR
2026-08-13 Cynthia Feldmann Board of Director Member 1,000 $324.3K 2026-08-13 Merrill Lynch — EDGAR
2026-08-06 Litterio Christopher P. Officer 1,000 $322.0K 2026-08-06 Raymond James & Associates — EDGAR
2026-08-06 John B. Bailly as Trustee of The R. Jeffrey Bailly Irrevocable Trust of 2022 Affiliate 28,706 $9.20M 2026-08-06 Charles Schwab Corp — EDGAR
2026-08-06 Jason D Holt Officer 1,100 $348.7K 2026-08-06 Merrill Lynch — EDGAR
2026-06-12 Cynthia Feldmann Board Member 1,200 $287.1K 2026-06-12 Merrill Lynch — EDGAR
2026-05-12 Daniel Croteau Director 2,864 $635.0K 2026-05-12 UBS Financial Services Inc — EDGAR
2025-12-10 Holt Jason Officer 100 $21.0K 2025-12-10 Charles Schwab & Co., Inc. — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio31.9
P/B Ratio4.8
P/S Ratio3.5
EV/EBITDA20.1
TTM Revenue$0.6B
TTM Net Income$0.1B
TTM EPS$9.26
ROE15.6%
Debt/Equity0.25