It's a long road to disrupt the nuclear energy industry, but this upstart company just took a notable step forward.
Upstart Holdings, Inc. Common stock(UPST)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
Snapshot
$30.67
- 52-Week Range
- $23.96 – $87.30
- YTD
- -33.09%
- IV Rank (30D)
- 3.0
- Straddle Price
- $5.30
- P/C Vol Ratio
- 0.54
- Market Cap
- $2.9B
Fair Value
+50.0% vs price
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 ≥ 0.5% and dividend payments are stable.
- 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) | 4.53% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.80% (VRP-adj) |
| WACC | 9.73% |
| Volatility Risk Premium | +8.4pp (IV − HV30), ERP adj +27bps |
| Effective Tax Rate | 1.6% |
| Rev. Growth (YoY, DCF input) | +15.1% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.3B |
| Return on Equity (TTM) | 6.7% |
| Book / Price | 22.1% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | -28.3% |
| Debt / Equity | 0.05 |
| Quality Score | 3/6 — normal (10y DCF) |
| SMA 50 | $30.40 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $30.59 |
| Bollinger Width / SMA20 | 72.8% (drives anchor stability) |
| Net Debt | $-0.4B |
| Market Cap | $3B |
Peers used for multiples: AFRM, CIFR, COIN, CORZ, CRCL, HOOD, RIOT, SOFI
Blended Fair Value
$52.29
Current Price
$30.50
Deviation
+50.0%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | +0.8% | +1.16 | +1.74 | 92.7% | — |
| 42d | +0.2% | +1.10 | +1.71 | 90.8% | — |
| 63d | +4.9% | +1.76 | +2.04 | 95.3% | ACTIVE |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $19.16 | 16% | median 45.8× · 4 peers |
| Peer EV/EBITDA | n/a | 0% | median 37.1× · 3 peers |
| Peer P/B | $39.10 | 16% | median 5.6× · 7 peers |
| Peer P/S | $160.05 | 16% | median 15.2× · 8 peers |
| Market Anchor (SMA50) | $30.40 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $33.87 | 53% | 24 strikes · skew +0.28 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- FINANCE SERVICES (6199)
- Exchange
- XNAS
- Market Cap
- $2.9B
Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The company support development of different lending product offerings, which are grouped into three operating segments - Personal Lending (unsecured personal loans and small dollar loans), Auto Lending (auto refinance, auto retail loans, and auto secured personal loans), and Other (HELOCs and other).
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +5.95% | 6 |
| Feb | +0.93% | 6 |
| Mar | +2.77% | 6 |
| Apr | -8.95% | 6 |
| May | +18.38% | 6 |
| Jun | -0.24% | 6 |
| Jul | +22.20% | 5 |
| Aug | +17.84% | 5 |
| Sep | -4.43% | 5 |
| Oct | +1.00% | 5 |
| Nov | +1.65% | 5 |
| Dec | +5.47% | 6 |
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: $30.63
SMA 50: $30.50
SMA 200: $40.98
Current: $30.50
EMA 12: $30.97
EMA 26: $30.71
MACD: 0.2543 | Signal: -0.0545
BULLISH
ADX (14): 11.69
RANGE
+DI: 19.74
−DI: 19.57
Momentum Oscillators
RSI (14): 49.32
NEUTRAL
Stoch %K: 38.75
Stoch %D: 44.52
Williams %R: -73.38
Volume & Volatility
BB Upper: $34.01
BB Lower: $27.24
NEUTRAL
OBV: 89,404,212
Vol SMA 20: 4,709,257
Vol ROC: -17.29%
ATR: $2.13
True Range: $2.32
HV 20: 69.7%
HV 30: 70.5%
HV 60: 69.1%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:52.712000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
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
Despite strong top-line growth, two factors could stymie a further rebound.
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.
Upstart has taken a major step to reduce one of its biggest risks.
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-06 | After-Close | 20.62% | 17.48% | 0.85x | Within |
| 2024-11-07 | After-Close | 21.33% | 26.23% | 1.23x | Exceeded |
| 2025-02-11 | After-Close | 24.42% | 6.40% | 0.26x | Within |
| 2025-05-06 | After-Close | 20.08% | 9.98% | 0.50x | Within |
| 2025-08-05 | After-Close | 18.34% | 26.31% | 1.43x | Exceeded |
| 2025-11-04 | After-Close | 18.39% | 4.35% | 0.24x | Within |
| 2026-02-10 | After-Close | 16.69% | 15.90% | 0.95x | Within |
| 2026-05-05 | After-Close | 15.04% | 9.22% | 0.61x | Within |
Options Activity
- IV Rank (30D)
- 3.0
- IV Rank (7D)
- 100
- Avg IV
- 76.1%
- Straddle (30D)
- $5.30
- Straddle (7D)
- $2.47
- P/C Volume
- 0.54
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR25 and BF25 from the live options chain. 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.
Volatility Surface
Enter a ticker to render the implied volatility surface.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 2.86
- Correlation (SPY)
- 49.8%
- R²
- 0.25
- Ann. Volatility
- 71.0%
- SPY Volatility
- 12.3%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 104,242,915 (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.
27 filers$602.10M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $195.44M | 32.46% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $119.66M | 19.87% | 2026-03-31 |
| 3 | WOLVERINE TRADING, LLC Custodian | $96.18M | 15.97% | 2025-09-30 |
| 4 | JANE STREET GROUP, LLC Custodian | $52.08M | 8.65% | 2026-03-31 |
| 5 | HSBC HOLDINGS PLC Custodian | $25.70M | 4.27% | 2026-03-31 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $23.97M | 3.98% | 2026-03-31 |
| 7 | Cubist Systematic Strategies, LLC | $14.74M | 2.45% | 2025-09-30 |
| 8 | Caption Management, LLC | $12.82M | 2.13% | 2026-03-31 |
| 9 | Squarepoint Ops LLC | $11.62M | 1.93% | 2026-03-31 |
| 10 | BOOTHBAY FUND MANAGEMENT, LLC | $6.61M | 1.10% | 2026-03-31 |
| 11 | Walleye Trading LLC | $6.53M | 1.08% | 2026-03-31 |
| 12 | Point72 Asset Management, L.P. | $5.19M | 0.86% | 2026-03-31 |
| 13 | Jefferies Financial Group Inc. | $5.13M | 0.85% | 2026-03-31 |
| 14 | TUDOR INVESTMENT CORP ET AL | $4.49M | 0.75% | 2026-03-31 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $4.48M | 0.74% | 2026-03-31 |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $4.45M | 0.74% | 2026-03-31 |
| 17 | MARSHALL WACE, LLP Custodian | $3.26M | 0.54% | 2026-03-31 |
| 18 | MILLENNIUM MANAGEMENT LLC Custodian | $2.39M | 0.40% | 2026-03-31 |
| 19 | Interval Partners, LP | $1.65M | 0.27% | 2026-03-31 |
| 20 | Qube Research & Technologies Ltd | $1.53M | 0.25% | 2026-03-31 |
| 21 | PEAK6 LLC | $1.22M | 0.20% | 2026-03-31 |
| 22 | Walleye Capital LLC | $1.17M | 0.19% | 2026-03-31 |
| 23 | TWO SIGMA INVESTMENTS, LP | $759.24K | 0.13% | 2026-03-31 |
| 24 | INTERCAPITAL, LLC | $718.20K | 0.12% | 2026-03-31 |
| 25 | HAP TRADING, LLC | $165.59K | 0.03% | 2025-09-30 |
30 filers$480.06M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $136.70M | 28.48% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $61.90M | 12.89% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $51.98M | 10.83% | 2026-03-31 |
| 4 | D. E. Shaw & Co., Inc. Custodian | $47.02M | 9.79% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $46.45M | 9.68% | 2025-09-30 |
| 6 | PEAK6 LLC | $26.96M | 5.62% | 2026-03-31 |
| 7 | UBS Group AG Custodian | $19.24M | 4.01% | 2026-03-31 |
| 8 | Squarepoint Ops LLC | $10.76M | 2.24% | 2026-03-31 |
| 9 | TUDOR INVESTMENT CORP ET AL | $10.61M | 2.21% | 2026-03-31 |
| 10 | BARCLAYS PLC Custodian | $9.23M | 1.92% | 2026-03-31 |
| 11 | Cubist Systematic Strategies, LLC | $8.31M | 1.73% | 2025-09-30 |
| 12 | Walleye Trading LLC | $8.18M | 1.70% | 2026-03-31 |
| 13 | Jefferies Financial Group Inc. | $5.90M | 1.23% | 2026-03-31 |
| 14 | MILLENNIUM MANAGEMENT LLC Custodian | $5.66M | 1.18% | 2026-03-31 |
| 15 | CREDIT AGRICOLE S A | $4.70M | 0.98% | 2026-03-31 |
| 16 | Centiva Capital, LP | $3.61M | 0.75% | 2026-03-31 |
| 17 | BNP PARIBAS FINANCIAL MARKETS Custodian | $3.33M | 0.69% | 2026-03-31 |
| 18 | CAPITAL FUND MANAGEMENT S.A. | $3.11M | 0.65% | 2026-03-31 |
| 19 | SANDLER CAPITAL MANAGEMENT | $2.67M | 0.56% | 2026-03-31 |
| 20 | Clear Street Group Inc. | $2.56M | 0.53% | 2026-03-31 |
| 21 | Walleye Capital LLC | $2.42M | 0.50% | 2026-03-31 |
| 22 | MARSHALL WACE, LLP Custodian | $2.36M | 0.49% | 2026-03-31 |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $2.09M | 0.44% | 2026-03-31 |
| 24 | Point72 Asset Management, L.P. | $1.68M | 0.35% | 2026-03-31 |
| 25 | TWO SIGMA INVESTMENTS, LP | $1.39M | 0.29% | 2026-03-31 |
Insider Activity
Latest: 2026-06-11
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | Sanjay Datta | President, Capital& Enterprise | Sell (S) | −15,000 | $30.41 | -$456.1K | EDGAR |
| 2026-06-02 | Mary Hentges | Director | Award (A) | +6,476 | — | EDGAR | |
| 2026-06-02 | Timothy H Wennes | Director | Award (A) | +6,476 | — | EDGAR | |
| 2026-06-02 | Peter J Bernard | Director | Award (A) | +6,476 | — | EDGAR | |
| 2026-06-02 | Ciaran O'Kelly | Director | Award (A) | +6,476 | — | EDGAR | |
| 2026-06-02 | Kerry Whorton Cooper | Director | Award (A) | +6,476 | — | EDGAR | |
| 2026-06-02 | Hilliard C. III Terry | Director | Award (A) | +6,476 | — | EDGAR | |
| 2026-05-27 | Natalia Mirgorodskaya | See Remarks | Sell (S) | −974 | $28.99 | -$28.2K | EDGAR |
| 2026-05-22 | Natalia Mirgorodskaya | See Remarks | Sell (S) | −526 | $28.77 | -$15.1K | EDGAR |
| 2026-05-22 | Scott Darling | Chief Legal Officer | Sell (S) | −6,634 | $28.78 | -$190.9K | EDGAR |
| 2026-05-22 | Sanjay Datta | President, Capital& Enterprise | Sell (S) | −7,985 | $28.77 | -$229.7K | EDGAR |
| 2026-05-18 | Natalia Mirgorodskaya | See Remarks | Exer (M) | +4,600 | $1.35 | $6.2K | EDGAR |
| 2026-05-18 | Sanjay Datta | President, Capital& Enterprise | Sell (S) | −1,817 | $29.56 | -$53.7K | EDGAR |
| 2026-05-18 | Andrea Blankmeyer | Chief Financial Officer | Sell (S) | −7,044 | $29.63 | -$208.7K | EDGAR |
| 2026-05-18 | Scott Darling | Chief Legal Officer | Sell (S) | −727 | $29.54 | -$21.5K | 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
18 insiders · @ $30.50
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 | Third Point LLC | 10%+ Owner | 8,815,856 | $268.88M | -$704.78M | 4 | 2021-12-03 |
| 2 | Daniel S Loeb | 10%+ Owner | 8,143,825 | $248.39M | -$1.49B | 3 | 2021-12-03 |
| 3 | Paul Gu | Chief Executive Officer | 1,147,546 | $35.00M | -$188.45M | 68 | 2026-05-14 |
| 4 | Dave Girouard | Chief Executive Officer | 599,115 | $18.27M | -$251.06M | 40 | 2026-05-08 |
| 5 | Alison Nicoll | General Counsel and Secretary | 412,983 | $12.60M | -$113.45M | 49 | 2022-06-28 |
| 6 | Sanjay Datta | President, Capital& Enterprise | 313,556 | $9.56M | -$12.96M | 100 | 2026-06-11 |
| 7 | Andrea Blankmeyer | Chief Financial Officer | 166,668 | $5.08M | -$208.7K | 2 | 2026-05-18 |
| 8 | Scott Darling | Chief Legal Officer | 128,426 | $3.92M | -$18.35M | 58 | 2026-05-22 |
| 9 | Ciaran O'Kelly | Director | 39,484 | $1.20M | $0 | 11 | 2026-06-02 |
| 10 | Hilliard C. III Terry | Director | 37,432 | $1.14M | -$15.07M | 9 | 2026-06-02 |
| 11 | Natalia Mirgorodskaya | See Remarks | 37,374 | $1.14M | -$6.55M | 60 | 2026-05-27 |
| 12 | Mary Hentges | Director | 37,149 | $1.13M | -$7.38M | 10 | 2026-06-02 |
| 13 | Kerry Whorton Cooper | Director | 34,183 | $1.04M | -$206.4K | 19 | 2026-06-02 |
| 14 | Jeff Huber | Director | 29,671 | $905.0K | $0 | 9 | 2025-05-29 |
| 15 | Anna M. Counselman | SVP, People and Operations | 19,143 | $583.9K | -$124.99M | 5 | 2022-02-23 |
| 16 | Cassidy Sukhinder Singh | Director | 14,830 | $452.3K | -$3.29M | 9 | 2024-12-03 |
| 17 | Peter J Bernard | Director | 11,392 | $347.5K | $0 | 4 | 2026-06-02 |
| 18 | Timothy H Wennes | Director | 6,476 | $197.5K | $0 | 1 | 2026-06-02 |
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.
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 Ratio | 80.7 |
| P/B Ratio | 4.2 |
| P/S Ratio | 3.0 |
| EV/EBITDA | -29.0 |
| TTM Revenue | $1.0B |
| TTM Net Income | $0.0B |
| TTM EPS | $0.38 |
| ROE | 6.7% |
| Dividend Yield | 2.15% |
| Debt/Equity | 2.67 |