US Foods Holding Corp.(USFD)
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.
USFD
$98.57
—
Snapshot
$98.57
- 52-Week Range
- $69.88 – $105.17
- YTD
- +32.06%
- IV Rank (30D)
- 32.52
- Straddle Price
- $8.50
- P/C Vol Ratio
- 62.90
- Market Cap
- $21.8B
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 SPY | 1.00 |
| Cost of Equity (CAPM) | 10.08% (VRP-adj) |
| WACC | 9.04% |
| Volatility Risk Premium | +24.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 24.1% |
| Rev. Growth (YoY, DCF input) | -4.7% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.8B |
| Return on Equity (TTM) | 15.6% |
| Book / Price | 19.1% |
| Gross Margin (TTM) | 17.4% |
| FCF Margin (TTM) | 2.1% |
| Debt / Equity | 1.16 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +15.0% (reverse-DCF on current price) |
| SMA 50 | $90.71 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $98.96 |
| Bollinger Width / SMA20 | 15.3% (drives anchor stability) |
| Net Debt | $5.0B |
| Market Cap | $23B |
Peers used for multiples: ABNB, EXPE, HLT, LVS, MAR, SBUX, SYY, VIK
Model Conviction
69%
20-Day Fair Value
≈ by Aug 17, 2026
$95.96
α -1.3%
rank 75%
40-Day Fair Value
≈ by Sep 15, 2026
$94.12
α -3.2%
rank 75%
60-Day Fair Value
≈ by Oct 14, 2026
$87.20
α -10.4%
rank 75%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $16.19 | 25% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $103.92 | 11% | median 35.0× · 7 peers |
| Peer EV/EBITDA | $73.27 | 11% | median 12.8× · 7 peers |
| Peer P/B | $394.06 | 2% | median 20.8× · 4 peers |
| Peer P/S | $539.87 | 8% | median 3.1× · 7 peers |
| Market Anchor (SMA50) | $90.71 | 42% | stability 83% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-07-17 · updated
Info
- Industry (SIC)
- WHOLESALE-GROCERIES & RELATED PRODUCTS (5140)
- Exchange
- XNYS
- Market Cap
- $21.8B
US Foods is a leading domestic foodservice distributor, generating $39 billion in sales in fiscal 2025 and capturing a 10% share of the fragmented industry. The firm sells and distributes more than 350,000 food and nonfood products to about 250,000 customer locations, including independent restaurants (33% of fiscal 2025 sales), chain restaurants (23%), healthcare and hospitality clients (27%), and other end markets (17%), largely consisting of education and government contracts. US Foods also operates 98 cash-and-carry locations under the Chef'Store banner. The firm's physical network spans 7…
Summary
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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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +2.06% | 10 |
| Feb | +4.07% | 10 |
| Mar | -5.88% | 10 |
| Apr | +4.94% | 10 |
| May | +0.30% | 11 |
| Jun | +2.22% | 11 |
| Jul | -1.21% | 11 |
| Aug | +2.69% | 10 |
| Sep | -2.80% | 10 |
| Oct | -1.64% | 10 |
| Nov | +11.71% | 10 |
| Dec | +3.55% | 10 |
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: $99.14
SMA 50: $90.82
SMA 200: $85.13
Current: $97.27
EMA 12: $99.25
EMA 26: $97.05
MACD: 2.1937 | Signal: -0.8575
BULLISH
ADX (14): 36.50
TREND
+DI: 20.12
−DI: 17.61
Momentum Oscillators
RSI (14): 50.96
NEUTRAL
Stoch %K: 16.10
Stoch %D: 33.79
Williams %R: -93.38
Volume & Volatility
BB Upper: $106.31
BB Lower: $91.97
NEUTRAL
OBV: 121,978,625
Vol SMA 20: 2,946,393
Vol ROC: 19.47%
ATR: $2.96
True Range: $2.88
HV 20: 32.6%
HV 30: 30.1%
HV 60: 29.2%
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
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-08 | Pre-Market | 7.32% | 0.12% | 0.02x | Within |
| 2024-11-07 | Pre-Market | 5.13% | 1.16% | 0.23x | Within |
| 2025-02-13 | Pre-Market | 6.07% | 1.92% | 0.32x | Within |
| 2025-05-08 | Pre-Market | 5.71% | 3.89% | 0.68x | Within |
| 2025-08-07 | Pre-Market | 4.66% | 5.33% | 1.14x | Exceeded |
| 2025-11-06 | Pre-Market | 5.90% | 3.64% | 0.62x | Within |
| 2026-02-12 | Pre-Market | 4.68% | 13.36% | 2.85x | Exceeded |
| 2026-05-07 | Pre-Market | 5.84% | 5.62% | 0.96x | Within |
Options Activity
- IV Rank (30D)
- 32.52
- IV Rank (7D)
- 100
- Avg IV
- 54.8%
- Straddle (30D)
- $8.50
- Straddle (7D)
- $2.20
- P/C Volume
- 62.90
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)
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:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
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
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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)
- 0.24
- Correlation (SPY)
- 10.5%
- R²
- 0.01
- Ann. Volatility
- 29.1%
- SPY Volatility
- 12.6%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 228,600,000 (as of 2026-03-28)
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.
9 filers$18.52M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $6.84M | 36.95% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $5.03M | 27.19% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $2.78M | 15.04% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $2.27M | 12.25% | 2026-03-31 |
| 5 | PEAK6 LLC | $783.78K | 4.23% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $552.60K | 2.98% | 2025-09-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $129.09K | 0.70% | 2026-03-31 |
| 8 | SIMPLEX TRADING, LLC Custodian | $73.77K | 0.40% | 2026-03-31 |
| 9 | Walleye Capital LLC | $46.10K | 0.25% | 2026-03-31 |
8 filers$27.43M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | BRANT POINT INVESTMENT MANAGEMENT LLC | $9.22M | 33.61% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $8.58M | 31.29% | 2026-03-31 |
| 3 | GOLDMAN SACHS GROUP INC Custodian | $5.15M | 18.76% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $1.76M | 6.42% | 2026-03-31 |
| 5 | SIMPLEX TRADING, LLC Custodian | $1.28M | 4.67% | 2026-03-31 |
| 6 | CITADEL ADVISORS LLC Custodian | $995.87K | 3.63% | 2026-03-31 |
| 7 | TWO SIGMA INVESTMENTS, LP | $276.63K | 1.01% | 2026-03-31 |
| 8 | Walleye Capital LLC | $165.98K | 0.60% | 2026-03-31 |
Insider Activity
Latest: 2026-06-08
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | Randy J Taylor | See Remarks | Tax (F) | −1,271 | $84.61 | -$107.5K | EDGAR |
| 2026-05-21 | DAVID M TEHLE | Director | Mixed | +1,735 | $36.52 | -$84 | EDGAR |
| 2026-05-18 | CHERYL A BACHELDER | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-05-18 | David W Bullock | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-05-18 | MARLA C GOTTSCHALK | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-05-18 | Carl Andrew Pforzheimer | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-05-18 | DAVID M TEHLE | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-05-18 | QUENTIN ROACH | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-05-18 | ANN ELIZABETH ZIEGLER | Director | Award (A) | +2,204 | — | EDGAR | |
| 2026-03-31 | Steven Guberman | See Remarks | Mixed | +16,146 | $90.86 | -$1.32M | EDGAR |
| 2026-03-31 | John A Tonnison | See Remarks | Mixed | +14,352 | $90.86 | -$1.18M | EDGAR |
| 2026-03-31 | David E Flitman | Chief Executive Officer | Mixed | +74,437 | $90.86 | -$8.14M | EDGAR |
| 2026-03-31 | James David Jr Works | See Remarks | Mixed | +11,923 | $90.86 | -$1.19M | EDGAR |
| 2026-03-31 | Randy J Taylor | See Remarks | Mixed | +3,869 | $90.86 | -$423.3K | EDGAR |
| 2026-03-31 | Dirk J. Locascio | EVP, Chief Financial Officer | Mixed | −20,000 | $91.19 | -$1.82M | 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
52 insiders · @ $97.27
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 | CD&R Parallel Fund Associates VII, Ltd. | 10%+ Owner | 62,633,332 | $6.09B | -$5.38B | 1 | 2017-01-31 |
| 2 | CDR USF Co-Investor No. 2, L.P. | 10%+ Owner | 39,977,773 | $3.89B | -$1.28B | 1 | 2017-05-19 |
| 3 | CDR USF CO-INVESTOR LP | 10%+ Owner | 39,977,773 | $3.89B | -$6.40B | 1 | 2017-05-19 |
| 4 | CD&R Parallel Fund VII LP | 10%+ Owner | 19,977,773 | $1.94B | -$5.47B | 1 | 2017-09-20 |
| 5 | Uncas GP LLC | 15,941,670 | $1.55B | -$526.44M | 1 | 2023-12-12 | |
| 6 | HENRY R KRAVIS | 10%+ Owner | 7,600,037 | $739.26M | -$11.19B | 4 | 2023-03-09 |
| 7 | KKR PEI Food Investments L.P. | 10%+ Owner | 1,420,641 | $138.19M | -$4.92B | 1 | 2017-09-20 |
| 8 | KKR Management LLP | 10%+ Owner | 1,420,641 | $138.19M | -$4.37B | 1 | 2017-09-20 |
| 9 | Pietro Satriano | Chief Executive Officer | 654,159 | $63.63M | -$38.20M | 33 | 2022-05-19 |
| 10 | KKR PEI GP Ltd | 10%+ Owner | 652,082 | $63.43M | -$10.26B | 2 | 2017-05-19 |
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: 2026-03-30
? Form 144 Guide
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 |
|---|---|---|---|---|---|---|---|---|
| 2026-03-30 | Locascio Dirk J. | Officer | 20,000 | $1.82M | 2026-03-30 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-25 | Locascio Dirk J. | Officer | 25,101 | $2.42M | 2026-02-25 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-18 | Works James David Jr | Officer | 65,737 | $6.35M | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-11-12 | Guberman Steven | Officer | 58,632 | $4.26M | 2025-11-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-07-10 | Locascio Dirk J. | Officer | 7,500 | $600.0K | 2025-07-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-05-15 | Locascio Dirk J. | Officer | 15,000 | $1.12M | 2025-05-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-05-08 | Locascio Dirk J. | Officer | 10,000 | $700.0K | 2025-05-08 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-09-12 | Locascio Dirk J. | Officer | 10,000 | $579.5K | 2024-09-12 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-05-16 | Rickard David A | Former Officer | 26,825 | $1.49M | 2024-05-16 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-03-13 | Rickard David A | Officer | 17,578 | $944.8K | 2024-03-13 | 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: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-02 | 0001665918-26-000041 | EDGAR |
| 2026-05-15 | 0001665918-26-000038 | EDGAR |
| 2026-05-14 | 0001665918-26-000035 | EDGAR |
| 2026-05-07 | 0001665918-26-000030 | EDGAR |
| 2026-02-12 | 0001665918-26-000005 | EDGAR |
| 2026-01-12 | 0001665918-26-000002 | EDGAR |
| 2025-11-24 | 0001665918-25-000148 | EDGAR |
| 2025-11-06 | 0001665918-25-000144 | EDGAR |
| 2025-09-10 | 0001665918-25-000138 | EDGAR |
| 2025-08-07 | 0001665918-25-000119 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-12 | 0001665918-26-000008 | EDGAR |
| 2025-02-13 | 0001665918-25-000017 | EDGAR |
| 2024-02-15 | 0001665918-24-000014 | EDGAR |
| 2023-02-17 | 0001665918-23-000023 | EDGAR |
| 2022-02-17 | 0001665918-22-000008 | EDGAR |
| 2021-02-16 | 0001665918-21-000008 | EDGAR |
| 2020-02-13 | 0001665918-20-000012 | EDGAR |
| 2019-02-14 | 0001665918-19-000012 | EDGAR |
| 2018-02-27 | 0001564590-18-003495 | EDGAR |
| 2017-02-28 | 0001564590-17-002622 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-07 | 0001665918-26-000032 | EDGAR |
| 2025-11-06 | 0001665918-25-000146 | EDGAR |
| 2025-08-07 | 0001665918-25-000127 | EDGAR |
| 2025-05-08 | 0001665918-25-000085 | EDGAR |
| 2024-11-07 | 0001665918-24-000149 | EDGAR |
| 2024-08-08 | 0001665918-24-000135 | EDGAR |
| 2024-05-09 | 0001665918-24-000101 | EDGAR |
| 2023-11-09 | 0001665918-23-000144 | EDGAR |
| 2023-08-10 | 0001665918-23-000126 | EDGAR |
| 2023-05-11 | 0001665918-23-000087 | 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 Ratio | 33.2 |
| P/B Ratio | 5.0 |
| P/S Ratio | 0.6 |
| EV/EBITDA | 16.0 |
| TTM Revenue | $39.7B |
| TTM Net Income | $0.7B |
| TTM EPS | $2.97 |
| ROE | 15.6% |
| Debt/Equity | 1.23 |