UL Solutions Inc.(ULS)

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

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

ULS $66.05 —
Snapshot
$66.05
52-Week Range
$63.17 – $107.54
YTD
-18.37%
IV Rank (30D)
100
Straddle Price
$4.35
P/C Vol Ratio
2.90
Market Cap
$13.3B
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 SPY0.64
Cost of Equity (CAPM)8.17% (VRP-adj)
WACC8.20%
Volatility Risk Premium+66.1pp (IV − HV30)
Effective Tax Rate26.5%
Rev. Growth (YoY, DCF input)+4.2%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.04 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.4B
Return on Equity (TTM)31.7%
Book / Price12.1%
Gross Margin (TTM)50.3%
FCF Margin (TTM)13.9%
Debt / Equity0.19
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+10.4% (reverse-DCF on current price)
SMA 50$77.14 (Market Anchor value)
SMA 20 / Bollinger Mid$70.00
Bollinger Width / SMA2034.1% (drives anchor stability)
Net Debt$-0.1B
Market Cap$13B
Peers used for multiples: ALAB, ARM, CRWV, HCA, KVUE, NXT, RBRK, RDDT
Model Conviction
60%
20-Day Fair Value
≈ by Oct 26, 2026
$68.14
α +3.2% rank 29%
40-Day Fair Value
≈ by Nov 24, 2026
$70.71
α +7.1% rank 40%
60-Day Fair Value
≈ by Dec 23, 2026
$71.19
α +7.8% rank 40%
MethodImplied PriceWeightDetail
DCF $43.85 22%
DDM (Gordon) $14.87 0%
Peer P/E $54.02 10% median 20.9× · 5 peers
Peer EV/EBITDA $72.98 10% median 17.9× · 6 peers
Peer P/B $70.85 2% median 8.9× · 5 peers
Peer P/S $101.82 7% median 6.3× · 7 peers
Market Anchor (SMA50) $77.14 38% stability 85% (BB-width)
Options Expected (B-L 30d) $65.92 11% 10 strikes · skew +0.41
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-TESTING LABORATORIES (8734)
Exchange
XNYS
Market Cap
$13.3B

UL Solutions is a global leader specializing in a broad range of product testing, inspection, and certification services. UL Solutions is the for-profit branch out of three organizations under the UL Enterprise. TIC operations make up nearly all of UL Solutions' total revenue and are composed of two segments: industrial and consumer. UL Solutions' remaining business includes software and advisory, which complements its core TIC offerings. The firm operates globally.

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 +0.12% 2
Feb +9.01% 2
Mar +3.91% 2
Apr +1.82% 3
May +7.10% 3
Jun +4.43% 3
Jul -1.77% 3
Aug -4.52% 3
Sep -1.52% 3
Oct +8.56% 2
Nov +9.79% 2
Dec -9.23% 2
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: $69.52
SMA 50: $76.66
SMA 200: $83.73
Current: $66.05
EMA 12: $67.17
EMA 26: $70.53
MACD: -3.3611 | Signal: 0.1270
BEARISH
ADX (14): 49.72
STRONG TREND
+DI: 10.22
−DI: 32.16

Momentum Oscillators

RSI (14): 31.72
NEUTRAL
Stoch %K: 22.63
Stoch %D: 23.17
Williams %R: -72.74

Volume & Volatility

BB Upper: $77.65
BB Lower: $61.40
NEUTRAL
OBV: 4,127,971
Vol SMA 20: 861,113
Vol ROC: 36.30%
ATR: $1.96
True Range: $1.06
HV 20: 32.4%
HV 30: 27.8%
HV 60: 43.3%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-27T00:00:00 – 2026-09-25T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

BULLISH (Confidence Level: 6/10)

Key drivers:

  • Strong technical indicators, with multiple SMA lines aligned in an uptrend
  • Low volatility, indicating a stable market environment
  • Recent positive news headlines from the medical device testing and EV battery testing industries

Primary risks:

  • Potential for increased competition in the medical device testing industry
  • Fluctuations in demand for EV batteries could impact stock performance

Investment thesis: ULS has strong technical momentum, low volatility, and recent positive news, making it a potentially attractive investment opportunity.

Recent news sentiment impact: The overall sentiment is NEUTRAL, with one POSITIVE headline from the medical device testing industry and three NEUTRAL headlines from various sectors. This neutral sentiment does not have a significant impact on our analysis.

Technical Analysis

Trend Direction:

  • Short-term: Uptrend
  • Medium-term: Uptrend
  • Long-term: Uptrend

Support/Resistance Levels:

  • SMA 20: $75.46 (support)
  • SMA 50: $83.48 (resistance)

Momentum Signals:

  • RSI interpretation: Neutral (33.56), indicating a lack of overbought or oversold conditions
  • MACD signal: Bearish (-2.69 / Signal: 0.40), suggesting a potential pullback
  • Bollinger Bands position: Neutral, with the price near the middle band

Volume Analysis:

  • Volume SMA 20: 567950.46 (low volume)
  • On-Balance Volume (OBV): 11286262.98 (neutral)
  • Volume Rate of Change: -5.26% (declining volume)

News & Sentiment Analysis

Recent Headlines Summary:

  • Medical device testing market expected to grow
  • Schneider Electric and Wallbridge Mining achieve ECOLOGO certification
  • ProSearch shares eDiscovery insights at Legalweek 2025

Sentiment Assessment: Neutral (4/5 news headlines)

Catalyst Identification:

  • Upcoming earnings reports from the medical device testing industry

Market Narrative:

  • The recent positive news headlines from the medical device testing and EV battery testing industries have contributed to the uptrend, but the neutral sentiment does not indicate a significant catalyst.

Risk & Volatility Assessment

Risk Assessment:

  • Beta: 0.61 (low risk)
  • Alpha: 0.12
  • Correlation: 0.18
  • Stock Volatility: 0.43

Options Market Signals:

  • IV Rank: Medium (36.6%)
  • Current IV: 65.2%
  • Expected Move: $5.92 (42 DTE), 7-DTE: $3.17
  • Volume Flow: 38 calls vs 179 puts (bearish sentiment)
  • Open Interest: 452 calls vs 249 puts

Downside Protection:

  • Support levels: SMA 20 ($75.46) and Bollinger Bands middle band ($75.46)

Market Context & Positioning

Sector Performance:

  • The medical device testing industry has been performing well, contributing to ULS's uptrend.

Institutional Activity:

  • Low institutional interest (Volume Rate of Change: -5.26%)

Correlation Analysis:

  • R-squared: 0.18 (low correlation with the market)

Relative Valuation:

  • Position within trading range: Near the top end of the range

Key Levels & Action Items

Critical Price Levels:

  • Support levels: SMA 20 ($75.46) and Bollinger Bands middle band ($75.46)
  • Resistance level: SMA 50 ($83.48)

Breakout/Breakdown Levels:

  • Potential breakdown: If price falls below SMA 20 ($75.46)
  • Potential breakout: If price breaks above SMA 50 ($83.48)

Time-Sensitive Catalysts:

  • Upcoming earnings reports from the medical device testing industry

Risk Management:

  • Stop-loss levels: near SMA 20 ($75.46) and Bollinger Bands middle band ($75.46)
  • Position sizing considerations: consider scaling in as support levels are approached.

This comprehensive analysis provides an objective view of ULS's technical, fundamental, and sentiment factors. The bullish trend is supported by multiple SMA lines, low volatility, and recent positive news headlines from the medical device testing industry. However, potential risks include increased competition and fluctuations in demand for EV batteries. Investors should consider scaling in as support levels are approached and monitor upcoming earnings reports from the medical device testing industry.

Generated
News
Earnings History
1 of 7 under expected move
Avg Expected Move
9.62%
Avg Actual Move
11.37%
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
2024-11-05 Pre-Market 12.14% 0.10% 0.01x Within
2025-05-06 Pre-Market 7.67% 12.47% 1.63x Exceeded
2025-08-05 Pre-Market 7.77% 11.51% 1.48x Exceeded
2025-11-04 Pre-Market 10.24% 10.62% 1.04x Exceeded
2026-02-19 Pre-Market 9.11% 15.21% 1.67x Exceeded
2026-05-05 Pre-Market 9.45% 15.74% 1.67x Exceeded
2026-08-04 Pre-Market 10.93% 13.96% 1.28x Exceeded
Options Activity
IV Rank (30D)
100
IV Rank (7D)
100
Avg IV
102.7%
Straddle (30D)
$4.35
Straddle (7D)
$4.35
P/C Volume
2.90
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)
0.66
Correlation (SPY)
19.8%
R²
0.04
Ann. Volatility
43.1%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 203,500,000 (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.

396 filers96,950,589 shares$8.33B value47.64% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 7,131,683 $726.43M 8.72% 3.50% 2026-06-30
2 Capital International Investors 6,115,196 $622.88M 7.47% 3.00% 2026-06-30
3 VANGUARD GROUP INC Custodian 6,740,636 $531.57M 6.38% 3.31% 2025-12-31
4 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,694,443 $478.18M 5.74% 2.31% 2026-06-30
5 VANGUARD CAPITAL MANAGEMENT LLC 3,504,948 $357.01M 4.28% 1.72% 2026-06-30
6 Capital Research Global Investors 3,367,530 $343.00M 4.12% 1.65% 2026-06-30
7 VANGUARD PORTFOLIO MANAGEMENT LLC 3,241,880 $330.22M 3.96% 1.59% 2026-06-30
8 Jupiter Topco LLC 3,042,429 $309.90M 3.72% 1.50% 2026-06-30
9 Durable Capital Partners LP 2,937,488 $299.21M 3.59% 1.44% 2026-06-30
10 JANUS HENDERSON GROUP PLC 2,987,691 $256.08M 3.07% 1.47% 2026-03-31
11 STATE STREET CORP 2,279,148 $232.15M 2.79% 1.12% 2026-06-30
12 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,011,579 $204.94M 2.46% 0.99% 2026-06-30
13 Neuberger Berman Group LLC 1,819,860 $185.37M 2.22% 0.89% 2026-06-30
14 Allspring Global Investments Holdings, LLC 1,566,973 $153.05M 1.84% 0.77% 2026-06-30
15 NORGES BANK 1,486,850 $151.45M 1.82% 0.73% 2026-06-30
16 FMR LLC Custodian 1,388,891 $141.47M 1.70% 0.68% 2026-06-30
17 FIRST TRUST ADVISORS LP 1,301,960 $132.62M 1.59% 0.64% 2026-06-30
18 FEDERATED HERMES, INC. 1,093,754 $111.41M 1.34% 0.54% 2026-06-30
19 WELLS FARGO & COMPANY/MN Custodian 1,121,914 $96.16M 1.15% 0.55% 2026-03-31
20 Pictet Asset Management Holding SA 915,471 $93.21M 1.12% 0.45% 2026-06-30
21 MORGAN STANLEY Custodian 880,673 $89.71M 1.08% 0.43% 2026-06-30
22 DRIEHAUS CAPITAL MANAGEMENT LLC 823,352 $83.87M 1.01% 0.40% 2026-06-30
23 Conestoga Capital Advisors, LLC 819,373 $83.46M 1.00% 0.40% 2026-06-30
24 SCOPUS ASSET MANAGEMENT, L.P. 768,379 $78.27M 0.94% 0.38% 2026-06-30
25 UBS Group AG Custodian 752,303 $76.63M 0.92% 0.37% 2026-06-30
12 filers$52.24M notional
# Filer Notional Value % of Total Period
1 Oribel Capital Management, LP $21.55M 41.26% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $8.56M 16.38% 2026-06-30
3 GROUP ONE TRADING LLC Custodian $5.81M 11.11% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $3.55M 6.80% 2026-06-30
5 Walleye Trading LLC $2.89M 5.54% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $2.69M 5.14% 2025-09-30
7 BOOTHBAY FUND MANAGEMENT, LLC $2.22M 4.25% 2026-06-30
8 IMC-Chicago, LLC Custodian $1.93M 3.69% 2026-06-30
9 D. E. Shaw & Co., Inc. Custodian $1.02M 1.95% 2026-06-30
10 JANE STREET GROUP, LLC Custodian $967.67K 1.85% 2026-06-30
11 SIMPLEX TRADING, LLC Custodian $804.69K 1.54% 2026-06-30
12 Walleye Capital LLC $254.65K 0.49% 2026-06-30
10 filers$52.50M notional
# Filer Notional Value % of Total Period
1 SCOPUS ASSET MANAGEMENT, L.P. $20.37M 38.81% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $12.58M 23.96% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $7.05M 13.43% 2026-06-30
4 IMC-Chicago, LLC Custodian $4.04M 7.70% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $3.98M 7.59% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $2.11M 4.01% 2025-09-30
7 SIMPLEX TRADING, LLC Custodian $1.30M 2.48% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $570.42K 1.09% 2026-06-30
9 Walleye Trading LLC $417.63K 0.80% 2026-06-30
10 Walleye Capital LLC $71.30K 0.14% 2026-06-30
Insider Activity
Latest: 2026-09-14
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
2026-09-14 Friedrich Hecker Director Grant (A) +4 RSU — EDGAR
2026-09-14 MICHAEL H THAMAN Director Grant (A) +4 RSU — EDGAR
2026-09-14 Linda S Chapin EVP & CHRO Grant (A) +9 RSU — EDGAR
2026-09-14 Ryan D Robinson Executive VP & CFO Grant (A) +39 RSU — EDGAR
2026-09-14 JAMES P DOLLIVE Director Grant (A) +4 RSU — EDGAR
2026-09-14 Charles W Hooper Director Grant (A) +19 RSU — EDGAR
2026-09-14 Vikram Kini Director Grant (A) +4 RSU — EDGAR
2026-09-14 Alex Dadakis See Remarks Grant (A) +40 RSU — EDGAR
2026-09-14 KEVIN KENNEDY Director Grant (A) +19 RSU — EDGAR
2026-09-14 Gitte Schjotz See Remarks Grant (A) +25 RSU — EDGAR
2026-09-14 MARLA C GOTTSCHALK Director Grant (A) +19 RSU — EDGAR
2026-09-14 James M Shannon Director Grant (A) +19 RSU — EDGAR
2026-09-14 Jennifer F. Scanlon President and CEO Grant (A) +175 RSU — EDGAR
2026-09-14 SALLY SUSMAN Director Grant (A) +19 RSU — EDGAR
2026-09-14 GEORGE A WILLIAMS Director Grant (A) +19 RSU — 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
26 insiders · @ $66.05
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 ULSE Inc. 10%+ Owner 1,875,000 $123.84M -$3.34B 5 2025-12-23
2 Jennifer F. Scanlon President and CEO 230,514 $15.23M -$4.28M 25 2026-09-14
3 Ryan D Robinson Executive VP & CFO 166,514 $11.00M $2.00M 20 2026-09-14
4 Frank J Coyne Director 112,069 $7.40M $3.00M 7 2025-05-06
5 JAMES P DOLLIVE Director 79,160 $5.23M $2.00M 15 2026-09-14
6 MARLA C GOTTSCHALK Director 71,428 $4.72M $2.00M 15 2026-09-14
7 Gitte Schjotz See Remarks 59,341 $3.92M -$4.58M 26 2026-09-14
8 Weifang Zhou See Remarks 46,361 $3.06M $750.0K 11 2025-06-11
9 KEVIN KENNEDY Director 35,714 $2.36M $1000.0K 15 2026-09-14
10 John A Genovesi See Remarks 31,013 $2.05M $513.4K 17 2026-09-14
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: 2026-07-01
Last 30d: 0 filings  ·  Last 90d: 1 filing · $3.8M notice value · 1 unique filer · 100% under 10b5-1 plans

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: JENNIFER SCANLON (1, $3.8M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-01 JENNIFER SCANLON Director, Officer 37,500 $3.82M 2026-07-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-09 PEPPING KAREN K Officer 725 $70.9K 2026-06-09 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-03 Schjotz Gitte Officer 9,865 $956.7K 2026-06-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-02 Schjotz Gitte Officer 12,015 $1.20M 2026-06-02 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-28 Uggetti Alberto Officer 2,345 $234.2K 2026-05-28 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-21 Hecker Friedrich Director 4,000 $408.2K 2026-05-21 Freedom24 — EDGAR
2026-05-11 Alberto Uggetti Officer 6,100 $612.7K 2026-05-11 Freedom24 — EDGAR
2026-05-08 Gitte Schjotz Officer 8,000 $795.3K 2026-05-07 Freedom24 — EDGAR
2026-04-01 JENNIFER F SCANLON Director, Officer 37,500 $3.21M 2026-04-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2025-07-14 Lambert Lisa Marie Former Director 5,819 $423.6K 2025-07-14 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-03 0001901440-26-000019 EDGAR
2026-05-22 0001901440-26-000015 EDGAR
2026-05-05 0001901440-26-000009 EDGAR
2026-04-13 0001193125-26-152920 EDGAR
2026-02-19 0001901440-26-000003 EDGAR
2025-12-05 0001628280-25-055586 EDGAR
2025-11-04 0001901440-25-000044 EDGAR
2025-10-28 0001628280-25-046843 EDGAR
2025-08-14 0001901440-25-000038 EDGAR
2025-08-05 0001628280-25-037593 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0001901440-26-000005 EDGAR
2025-02-20 0001901440-25-000012 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-05 0001901440-26-000012 EDGAR
2025-11-04 0001901440-25-000047 EDGAR
2025-08-05 0001901440-25-000030 EDGAR
2025-05-06 0001901440-25-000019 EDGAR
2024-11-05 0001901440-24-000023 EDGAR
2024-07-31 0001901440-24-000012 EDGAR
2024-05-20 0001628280-24-024348 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 Ratio26.6
P/B Ratio8.3
P/S Ratio4.2
EV/EBITDA16.7
TTM Revenue$3.1B
TTM Net Income$0.5B
TTM EPS$2.48
ROE31.7%
Dividend Yield0.98%
Debt/Equity0.19