Western Alliance Bancorporation(WAL)

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

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

WAL $77.61 —
Snapshot
$77.61
52-Week Range
$65.81 – $97.23
YTD
-9.20%
IV Rank (30D)
19.77
Straddle Price
$4.97
P/C Vol Ratio
1.06
Market Cap
$8.5B
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 SPY1.34
Cost of Equity (CAPM)12.35% (VRP-adj)
WACC11.45%
Volatility Risk Premium+30.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate17.9%
Rev. Growth (YoY, DCF input)+17.1%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-1.7B
Return on Equity (TTM)12.4%
Book / Price95.0% — banking bias active (P/B is primary)
Bank Quality Adj×1.08 (target ROE vs peer median)
Gross Margin (TTM)66.0%
FCF Margin (TTM)-30.7%
Debt / Equity0.14
Quality Score3/6 — normal (10y DCF)
SMA 50$80.42 (Market Anchor value)
SMA 20 / Bollinger Mid$78.71
Bollinger Width / SMA208.5% (drives anchor stability)
Net Debt$0.6B
Market Cap$8B
Peers used for multiples: BAC, EWBC, FITB, JPM, PNC, TFC, USB, WFC
Model Conviction
33%
20-Day Fair Value
≈ by Oct 26, 2026
$79.66
α +2.6% rank 7%
40-Day Fair Value
≈ by Nov 24, 2026
$83.41
α +7.5% rank 9%
60-Day Fair Value
≈ by Dec 23, 2026
$80.43
α +3.6% rank 8%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) $24.01 19%
Peer P/E $124.33 7% median 12.0× · 8 peers
Peer EV/EBITDA n/a 0% median 17.1× · 8 peers
Peer P/B $98.94 10% median 1.4× · 8 peers
Peer P/S $133.62 3% median 2.3× · 8 peers
Market Anchor (SMA50) $80.42 47% stability 100% (BB-width)
Options Expected (B-L 30d) $76.14 14% 12 strikes · skew -0.46
As of 2026-09-25 · updated
Info
Industry (SIC)
STATE COMMERCIAL BANKS (6022)
Exchange
XNYS
Market Cap
$8.5B

Western Alliance Bancorp provides a full spectrum of customized loan, deposit, and treasury management capabilities, including funds transfer and other digital payment offerings. The company's reportable segments are Commercial segment includes provides commercial banking and treasury management products and services to small and middle-market businesses, specialized banking services to sophisticated commercial institutions and investors within niche industries, as well as financial services to the real estate industry. Consumer Related segment offers both commercial banking services to enterp…

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 +3.39% 21
Feb -0.31% 21
Mar -4.14% 21
Apr +8.92% 21
May -1.91% 21
Jun -1.47% 22
Jul +6.56% 22
Aug -1.45% 22
Sep -0.16% 22
Oct +1.12% 21
Nov +3.22% 21
Dec +0.08% 21
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: $78.65
SMA 50: $80.29
SMA 200: $81.33
Current: $77.61
EMA 12: $77.97
EMA 26: $78.83
MACD: -0.8613 | Signal: -0.1840
BEARISH
ADX (14): 22.79
WEAK TREND
+DI: 15.80
−DI: 24.42

Momentum Oscillators

RSI (14): 44.53
NEUTRAL
Stoch %K: 23.53
Stoch %D: 20.91
Williams %R: -54.70

Volume & Volatility

BB Upper: $81.31
BB Lower: $75.99
NEUTRAL
OBV: -11,217,225
Vol SMA 20: 1,116,620
Vol ROC: 88.13%
ATR: $2.12
True Range: $2.13
HV 20: 21.8%
HV 30: 20.2%
HV 60: 24.7%

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 - Western Alliance Bancorporation (WAL)

Executive Summary

Overall Assessment: BEARISH with confidence level 6/10

Key Drivers:

  • Recent negative news headlines focusing on regulatory issues, law firm investigations, and investor losses
  • High volatility with a beta of 1.63 compared to the SPY
  • MACD signal line crossover indicating bearish momentum

Primary Risks:

  • Regulatory concerns and potential penalties affecting earnings and stock performance
  • Investor sentiment remains negative due to recent news headlines

Investment Thesis:

WAL's stock price has been impacted by recent negative news, leading to a high-risk profile. The company's beta is 1.63, indicating that it moves more than the market. The MACD signal line crossover suggests bearish momentum. While some technical indicators are neutral, the overall sentiment remains bearish.

Recent News Sentiment Impact:

The recent news headlines have had a significant impact on WAL's stock price, with all five articles having a negative sentiment. This has led to a decline in investor confidence and a shift towards a bearish outlook.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Bearish; Medium-term (1-3 months) - Neutral; Long-term (3-12 months) - Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $83.86
  • Middle Line: $78.80
  • Lower Bollinger Band: $73.73
  • 20-day SMA: $78.80

Momentum Signals:

  • RSI: Neutral (51.18)
  • MACD signal line crossover: Bearish momentum
  • Bollinger Bands position: Mean reversion, indicating a potential bounce

Volume Analysis:

  • Volume trends: Decreasing volume on recent price declines
  • Institutional interest signals: Low institutional buying pressure

News & Sentiment Analysis

Recent Headlines Summary:

The five recent news headlines all have a negative sentiment, focusing on regulatory issues and investor losses.

Sentiment Assessment:

Aggregate news sentiment is strongly bearish, with a confidence level of 8/10.

Catalyst Identification:

Upcoming earnings date: Not available Regulatory changes: Ongoing investigations and potential penalties

Market Narrative:

The recent news headlines have created a negative market narrative, which aligns with the bearish momentum indicated by the MACD signal line crossover.

Risk & Volatility Assessment

Risk Assessment:

Beta: 1.63 (High risk) Volatility Regime: High Options Market Signals: IV Rank: Medium Put/Call Ratio: Neutral sentiment

Downside Protection:

Support levels: $73.73, $70.00 Risk management considerations: Stop-loss levels at $75.00 and $72.00

Market Context & Positioning

Sector Performance:

WAL's sector (Financials) has been underperforming the broader market.

Institutional Activity:

Low institutional buying pressure, indicating a lack of support for the stock.

Correlation Analysis:

WAL's correlation with the SPY is relatively low, suggesting that it may move independently of the broader market.

Relative Valuation:

WAL's relative valuation is neutral, as its price is within a trading range.

Key Levels & Action Items

Critical Price Levels:

Support: $73.73, $70.00 Resistance: $78.80, $83.86

Breakout/Breakdown Levels:

Potential breakouts above $83.86 or below $73.73 could trigger significant moves.

Time-Sensitive Catalysts:

Earnings date: Not available Regulatory changes: Ongoing investigations and potential penalties

Risk Management:

Stop-loss levels at $75.00 and $72.00, considering a 2-3% risk per trade.

This comprehensive analysis provides an objective evaluation of Western Alliance Bancorporation's (WAL) stock price movement, highlighting both bullish and bearish cases. The report references specific data points from technical indicators, news headlines, and market metrics to assess the company's performance and potential risks.

Generated
News
Earnings History
8 of 8 under expected move
Avg Expected Move
9.32%
Avg Actual Move
2.55%
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
2024-10-17 After-Close 7.09% 4.44% 0.63x Within
2025-01-27 After-Close 9.69% 3.47% 0.36x Within
2025-04-21 After-Close 12.64% 0.71% 0.06x Within
2025-07-17 After-Close 6.14% 4.31% 0.70x Within
2025-10-21 After-Close 11.36% 2.23% 0.20x Within
2026-01-27 After-Close 7.71% 0.78% 0.10x Within
2026-04-21 After-Close 10.09% 0.69% 0.07x Within
2026-07-21 After-Close 9.83% 3.75% 0.38x Within
Options Activity
IV Rank (30D)
19.77
IV Rank (7D)
19.77
Avg IV
46.1%
Straddle (30D)
$4.97
Straddle (7D)
$4.97
P/C Volume
1.06
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)
46.4%
R²
0.22
Ann. Volatility
35.9%
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: 109,625,000 (as of 2025-12-31)

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.

510 filers103,159,033 shares$7.72B value94.10% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 11,276,134 $926.90M 12.01% 10.29% 2026-06-30
2 VANGUARD GROUP INC Custodian 10,335,676 $868.92M 11.26% 9.43% 2025-12-31
3 VANGUARD PORTFOLIO MANAGEMENT LLC 5,439,993 $447.17M 5.79% 4.96% 2026-06-30
4 AQR CAPITAL MANAGEMENT LLC Custodian 5,151,917 $422.97M 5.48% 4.70% 2026-06-30
5 VANGUARD CAPITAL MANAGEMENT LLC 4,673,084 $384.13M 4.98% 4.26% 2026-06-30
6 WELLINGTON MANAGEMENT GROUP LLP Custodian 4,389,690 $360.83M 4.67% 4.00% 2026-06-30
7 STATE STREET CORP 4,271,252 $351.10M 4.55% 3.90% 2026-06-30
8 DIMENSIONAL FUND ADVISORS LP Custodian 4,024,180 $330.80M 4.29% 3.67% 2026-06-30
9 Davis Asset Management, L.P. 3,336,000 $274.22M 3.55% 3.04% 2026-06-30
10 FMR LLC Custodian 2,373,997 $195.14M 2.53% 2.17% 2026-06-30
11 BARROW HANLEY MEWHINNEY & STRAUSS LLC 2,120,791 $174.33M 2.26% 1.93% 2026-06-30
12 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,112,323 $173.67M 2.25% 1.93% 2026-06-30
13 BANK OF MONTREAL /CAN/ Custodian 1,814,642 $149.16M 1.93% 1.66% 2026-06-30
14 Smead Capital Management, Inc. 1,594,678 $131.08M 1.70% 1.45% 2026-06-30
15 NORGES BANK 1,458,937 $119.92M 1.55% 1.33% 2026-06-30
16 Jupiter Topco LLC 1,240,773 $102.00M 1.32% 1.13% 2026-06-30
17 JANUS HENDERSON GROUP PLC 1,372,535 $97.24M 1.26% 1.25% 2026-03-31
18 BANK OF AMERICA CORP /DE/ Custodian 1,179,771 $96.98M 1.26% 1.08% 2026-06-30
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 986,650 $81.10M 1.05% 0.90% 2026-06-30
20 MORGAN STANLEY Custodian 943,343 $77.54M 1.00% 0.86% 2026-06-30
21 NORTHERN TRUST CORP Custodian 891,079 $73.25M 0.95% 0.81% 2026-06-30
22 Bank of New York Mellon Corp Custodian 883,465 $72.62M 0.94% 0.81% 2026-06-30
23 GOLDMAN SACHS GROUP INC Custodian 748,791 $61.55M 0.80% 0.68% 2026-06-30
24 CINCINNATI INSURANCE CO 725,000 $59.59M 0.77% 0.66% 2026-06-30
25 VICTORY CAPITAL MANAGEMENT INC 710,635 $58.41M 0.76% 0.65% 2026-06-30
16 filers$77.87M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $17.62M 22.63% 2026-06-30
2 IMC-Chicago, LLC Custodian $11.04M 14.18% 2026-06-30
3 Optiver Holding B.V. $10.87M 13.95% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $9.83M 12.62% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $6.95M 8.92% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $5.91M 7.60% 2025-09-30
7 BARCLAYS PLC Custodian $4.11M 5.28% 2026-06-30
8 SIMPLEX TRADING, LLC Custodian $3.74M 4.80% 2026-06-30
9 Walleye Capital LLC $2.51M 3.22% 2026-06-30
10 Twin Tree Management, LP $1.55M 2.00% 2026-06-30
11 TUDOR INVESTMENT CORP ET AL $1.14M 1.47% 2026-06-30
12 Walleye Trading LLC $822.00K 1.06% 2026-06-30
13 HAP TRADING, LLC $572.79K 0.74% 2025-09-30
14 Cubist Systematic Strategies, LLC $537.66K 0.69% 2025-09-30
15 GROUP ONE TRADING LLC Custodian $452.10K 0.58% 2026-06-30
16 TWO SIGMA INVESTMENTS, LP Custodian $213.72K 0.27% 2026-06-30
17 filers$67.19M notional
# Filer Notional Value % of Total Period
1 MILLENNIUM MANAGEMENT LLC Custodian $22.19M 33.03% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $9.98M 14.85% 2026-06-30
3 IMC-Chicago, LLC Custodian $5.80M 8.62% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $4.74M 7.06% 2026-06-30
5 Optiver Holding B.V. $4.74M 7.06% 2026-06-30
6 BARCLAYS PLC Custodian $4.11M 6.12% 2026-06-30
7 TUDOR INVESTMENT CORP ET AL $3.25M 4.83% 2026-06-30
8 Parallax Volatility Advisers, L.P. $3.17M 4.72% 2026-06-30
9 Walleye Trading LLC $1.84M 2.74% 2026-06-30
10 PEAK6 LLC $1.82M 2.72% 2026-06-30
11 WOLVERINE TRADING, LLC Custodian $1.69M 2.52% 2025-09-30
12 Walleye Capital LLC $1.59M 2.36% 2026-06-30
13 JANE STREET GROUP, LLC Custodian $1.00M 1.49% 2026-06-30
14 SIMPLEX TRADING, LLC Custodian $616.50K 0.92% 2026-06-30
15 Cubist Systematic Strategies, LLC $294.85K 0.44% 2025-09-30
16 TWO SIGMA INVESTMENTS, LP Custodian $230.16K 0.34% 2026-06-30
17 GROUP ONE TRADING LLC Custodian $123.30K 0.18% 2026-06-30
Insider Activity
Latest: 2026-09-17
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
2026-09-17 Vishal Idnani Chief Financial Officer Mixed — $79.03 -$9.7K EDGAR
2026-09-17 Emily Nachlas Chief Risk Officer Mixed — $79.03 -$14.9K EDGAR
2026-09-17 Timothy W Boothe Chief Administration Officer Mixed +69 $79.03 -$13.1K EDGAR
2026-09-17 Tim R Bruckner CBO for Regional Banking Mixed — $79.03 -$32.8K EDGAR
2026-09-17 Kenneth Vecchione Chairman, President & CEO Mixed — $79.03 -$124.2K EDGAR
2026-09-17 Lynne Herndon Chief Credit Officer Mixed — $79.03 -$6.6K EDGAR
2026-09-17 Jessica H Jarvi CLO & Secretary Mixed — $79.03 -$13.3K EDGAR
2026-09-17 Barbara Kennedy Chief Human Resources Officer Mixed — $79.03 -$20.3K EDGAR
2026-09-17 DALE GIBBONS Vice Chair and CBO, Deposits Mixed — $79.03 -$57.4K EDGAR
2026-08-18 Timothy W Boothe Chief Administration Officer Mixed +69 $82.32 -$13.7K EDGAR
2026-08-18 Tim R Bruckner CBO for Regional Banking Mixed — $82.32 -$34.2K EDGAR
2026-08-18 Barbara Kennedy Chief Human Resources Officer Mixed — $82.32 -$21.2K EDGAR
2026-08-18 Emily Nachlas Chief Risk Officer Mixed — $82.32 -$15.6K EDGAR
2026-08-18 Vishal Idnani Chief Financial Officer Mixed — $82.32 -$10.1K EDGAR
2026-08-18 Jessica H Jarvi CLO & Secretary Mixed — $82.32 -$13.8K 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
62 insiders · @ $77.61
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 Kenneth Vecchione Chairman, President & CEO 464,523 $36.05M $880.0K 84 2026-09-17
2 JAMES E D V M NAVE Director 433,986 $33.68M $0 12 2016-01-28
3 PAUL L BAKER Director 336,755 $26.14M $1.12M 3 2007-08-06
4 ARTHUR MARSHALL Director 283,846 $22.03M $348.3K 5 2009-02-10
5 Robert Gary Sarver Executive Chairman 268,986 $20.88M -$39.86M 107 2022-03-08
6 DALE GIBBONS Vice Chair and CBO, Deposits 267,934 $20.79M -$5.38M 126 2026-09-17
7 M NAFEES NAGY Director 264,858 $20.56M -$6.05M 25 2016-05-26
8 TODD MARSHALL Director 195,172 $15.15M -$2.17M 23 2016-05-31
9 GRANT MARKHAM Executive Vice President 176,671 $13.71M $0 4 2009-02-17
10 MARIANNE BOYD JOHNSON Director 162,159 $12.59M -$5.17M 43 2026-02-09
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: 2026-06-15
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: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-15 Stephen Curley Officer 10,696 $878.1K 2026-06-15 Merrill Lynch — EDGAR
2026-06-09 GIBBONS DALE Officer, Director 40,000 $3.30M 2026-06-09 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-08 Ben Mucha Officer 5,946 $481.3K 2026-06-08 Merrill Lynch — EDGAR
2026-02-18 Ben Mucha Officer 641 $61.3K 2026-02-18 Merrill Lynch — EDGAR
2025-12-15 JOHNSON MARIANNE BOYD Director 23,142 $2.01M 2025-12-15 LPL Financial — EDGAR
2025-07-24 Bruckner Tim R Officer 2,500 $209.8K 2025-07-24 Merrill Lynch — EDGAR
2024-11-13 Segedi Bryan K Director 1,000 $94.6K 2024-11-13 Fidelity Brokerage Services LLC — EDGAR
2024-09-13 ROBERT P. LATTA Director 2,955 $239.7K 2024-09-13 Morgan Stanley Smith Barney LLC … — EDGAR
2024-09-09 LATTA ROBERT P Director 2,996 $247.9K 2024-09-09 Merrill Lynch — EDGAR
2024-08-30 JOHNSON MARIANNE BOYD Director 12,516 $1.01M 2024-08-30 Merrill Lynch — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-12 0001628280-26-033850 EDGAR
2026-05-12 0001628280-26-033851 EDGAR
2026-04-30 0001628280-26-028778 EDGAR
2026-04-21 0001628280-26-026302 EDGAR
2026-03-06 0001628280-26-015454 EDGAR
2026-02-20 0001628280-26-010050 EDGAR
2026-02-05 0001628280-26-005824 EDGAR
2026-01-27 0001628280-26-003507 EDGAR
2025-12-22 0001628280-25-058538 EDGAR
2025-12-11 0001628280-25-056529 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-23 0001628280-26-010336 EDGAR
2025-02-25 0001212545-25-000090 EDGAR
2024-02-28 0001212545-24-000092 EDGAR
2023-02-23 0001212545-23-000093 EDGAR
2022-02-25 0001212545-22-000090 EDGAR
2021-02-25 0001212545-21-000085 EDGAR
2020-03-02 0001212545-20-000104 EDGAR
2019-03-01 0001212545-19-000066 EDGAR
2018-02-26 0001212545-18-000091 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-11 0001628280-26-033054 EDGAR
2025-11-03 0001628280-25-047883 EDGAR
2025-08-01 0001212545-25-000214 EDGAR
2025-05-01 0001212545-25-000141 EDGAR
2024-10-31 0001212545-24-000293 EDGAR
2024-08-01 0001212545-24-000224 EDGAR
2024-05-02 0001212545-24-000145 EDGAR
2023-10-31 0001212545-23-000163 EDGAR
2023-08-01 0001212545-23-000149 EDGAR
2023-05-08 0001212545-23-000127 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 Ratio8.9
P/B Ratio1.1
P/S Ratio1.5
EV/EBITDA12.3
TTM Revenue$5.4B
TTM Net Income$1.0B
TTM EPS$8.73
ROE12.4%
Dividend Yield2.66%
Debt/Equity0.93