Shares of Taco Bell parent Yum Brands were down nearly 4% on Tuesday.
Yum! Brands, Inc.(YUM)
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.
YUM
$147.35
—
Snapshot
$147.35
- 52-Week Range
- $137.33 – $170.14
- YTD
- -2.09%
- IV Rank (30D)
- 27.79
- Straddle Price
- $11.30
- P/C Vol Ratio
- 0.48
- Market Cap
- $40.7B
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) | 4.60% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.10% (VRP-adj) |
| WACC | 9.03% |
| Volatility Risk Premium | +16.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 19.6% |
| Rev. Growth (YoY, DCF input) | +6.6% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.6B |
| Return on Equity (TTM) | -23.9% |
| Book / Price | -17.6% |
| Gross Margin (TTM) | 68.9% |
| FCF Margin (TTM) | 19.4% |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +14.1% (reverse-DCF on current price) |
| SMA 50 | $153.75 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $157.17 |
| Bollinger Width / SMA20 | 10.8% (drives anchor stability) |
| Net Debt | $9.5B |
| Market Cap | $41B |
Peers used for multiples: AMZN, BROS, CASY, EAT, HD, MCD, TSLA
(filtered from 8 ETF-co-members; sector bias active)
Model Conviction
23%
20-Day Fair Value
≈ by Aug 21, 2026
$150.76
α +2.3%
rank 45%
40-Day Fair Value
≈ by Sep 21, 2026
$144.80
α -1.7%
rank 45%
60-Day Fair Value
≈ by Oct 20, 2026
$143.34
α -2.7%
rank 45%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $83.30 | 21% | |
| DDM (Gordon) | $60.12 | 0% | |
| Peer P/E | $193.80 | 5% | median 29.3× · 7 peers |
| Peer EV/EBITDA | $150.59 | 6% | median 17.2× · 7 peers |
| Peer P/B | n/a | 0% | median 15.0× · 6 peers |
| Peer P/S | $115.75 | 8% | median 3.6× · 7 peers |
| Market Anchor (SMA50) | $153.75 | 40% | stability 96% (BB-width) |
| Options Expected (B-L 30d) | $156.24 | 21% | 30 strikes · skew +1.37 |
As of 2026-07-23 · updated
Info
- Industry (SIC)
- RETAIL-EATING PLACES (5812)
- Exchange
- XNYS
- Market Cap
- $40.7B
As of the end of 2025, Yum Brands generated over $68 billion in systemwide sales from more than 63,000 restaurants across 155 markets, making it the world's second-largest restaurant firm by dollar sales. Its portfolio includes KFC (33,897 stores), Pizza Hut (19,974), Taco Bell (9,030), and Habit Burger (384), with 72% of locations in international markets. As 97% of its portfolio is franchised, Yum's business model is tilted toward recurring franchise royalties and marketing contributions (64% of revenue), with the balance derived from sales at company-owned locations. The company traces its …
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
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -1.50% | 23 |
| Feb | +2.05% | 23 |
| Mar | +2.57% | 23 |
| Apr | +5.04% | 23 |
| May | +0.66% | 23 |
| Jun | -0.44% | 23 |
| Jul | +0.62% | 23 |
| Aug | -0.07% | 22 |
| Sep | -0.06% | 23 |
| Oct | +1.36% | 23 |
| Nov | +3.22% | 23 |
| Dec | +0.77% | 23 |
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: $156.89
SMA 50: $153.69
SMA 200: $154.00
Current: $147.37
EMA 12: $152.22
EMA 26: $154.27
MACD: -2.0514 | Signal: -1.8172
BEARISH
ADX (14): 19.05
RANGE
+DI: 20.55
−DI: 27.73
Momentum Oscillators
RSI (14): 35.35
NEUTRAL
Stoch %K: 10.71
Stoch %D: 8.12
Williams %R: -89.29
Volume & Volatility
BB Upper: $170.82
BB Lower: $142.96
NEUTRAL
OBV: 1,491,334
Vol SMA 20: 2,737,239
Vol ROC: -57.23%
ATR: $4.31
True Range: $3.03
HV 20: 27.0%
HV 30: 24.8%
HV 60: 24.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
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
Stock Market Today: The Dow Jones index creeps up Tuesday even as IBM stock tanks. CrowdStrike tops the S&P 500. The post Stock Market Today: Nasdaq Leads The Day; Yum Brands Falls On Report Of Taco Bell Investigation appeared first on Investor's Business Daily .
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-06 | Pre-Market | 5.36% | 2.02% | 0.38x | Within |
| 2024-11-05 | Pre-Market | 5.33% | 2.02% | 0.38x | Within |
| 2025-02-06 | Pre-Market | 4.36% | 9.13% | 2.09x | Exceeded |
| 2025-04-30 | Pre-Market | 5.55% | 2.47% | 0.45x | Within |
| 2025-08-05 | Pre-Market | 4.90% | 4.78% | 0.98x | Within |
| 2025-11-04 | Pre-Market | 6.13% | 6.56% | 1.07x | Exceeded |
| 2026-02-04 | Pre-Market | 5.28% | 0.20% | 0.04x | Within |
| 2026-04-29 | Pre-Market | 5.30% | 2.21% | 0.42x | Within |
Options Activity
- IV Rank (30D)
- 27.79
- IV Rank (7D)
- 27.79
- Avg IV
- 43.8%
- Straddle (30D)
- $11.30
- Straddle (7D)
- $11.30
- P/C Volume
- 0.48
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
—
—
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)
- 0.10
- Correlation (SPY)
- 5.5%
- R²
- 0.00
- Ann. Volatility
- 22.6%
- SPY Volatility
- 12.7%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
? 13F Guide
Diluted shares outstanding: 280,500,000 (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.
23 filers$392.05M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $159.21M | 40.61% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $85.90M | 21.91% | 2026-03-31 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $45.26M | 11.54% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $21.52M | 5.49% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $20.67M | 5.27% | 2025-09-30 |
| 6 | IMC-Chicago, LLC Custodian | $14.09M | 3.59% | 2026-03-31 |
| 7 | Twin Tree Management, LP | $6.36M | 1.62% | 2026-03-31 |
| 8 | SIMPLEX TRADING, LLC Custodian | $6.12M | 1.56% | 2026-03-31 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $4.74M | 1.21% | 2026-03-31 |
| 10 | GROUP ONE TRADING LLC Custodian | $4.68M | 1.19% | 2026-03-31 |
| 11 | CITIGROUP INC Custodian | $4.43M | 1.13% | 2026-03-31 |
| 12 | Cubist Systematic Strategies, LLC | $4.38M | 1.12% | 2025-09-30 |
| 13 | Qube Research & Technologies Ltd | $3.37M | 0.86% | 2026-03-31 |
| 14 | BNP PARIBAS FINANCIAL MARKETS Custodian | $3.11M | 0.79% | 2026-03-31 |
| 15 | Walleye Trading LLC | $2.04M | 0.52% | 2026-03-31 |
| 16 | Walleye Capital LLC | $1.82M | 0.46% | 2026-03-31 |
| 17 | Squarepoint Ops LLC | $1.12M | 0.29% | 2026-03-31 |
| 18 | Verition Fund Management LLC | $979.52K | 0.25% | 2026-03-31 |
| 19 | TWO SIGMA INVESTMENTS, LP | $932.88K | 0.24% | 2026-03-31 |
| 20 | Point72 Asset Management, L.P. | $855.14K | 0.22% | 2026-03-31 |
| 21 | BANK OF MONTREAL /CAN/ Custodian | $388.70K | 0.10% | 2026-03-31 |
| 22 | Capula Management Ltd | $62.19K | 0.02% | 2026-03-31 |
| 23 | MARSHALL WACE, LLP Custodian | $15.55K | <0.01% | 2026-03-31 |
29 filers$102.38M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO Custodian | $15.46M | 15.10% | 2026-03-31 |
| 2 | BNP PARIBAS FINANCIAL MARKETS Custodian | $13.92M | 13.59% | 2026-03-31 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $11.23M | 10.96% | 2026-03-31 |
| 4 | CITIGROUP INC Custodian | $6.48M | 6.33% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $5.70M | 5.57% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $5.50M | 5.37% | 2025-09-30 |
| 7 | CITADEL ADVISORS LLC Custodian | $4.74M | 4.63% | 2026-03-31 |
| 8 | UBS Group AG Custodian | $4.71M | 4.60% | 2026-03-31 |
| 9 | Cubist Systematic Strategies, LLC | $4.36M | 4.26% | 2025-09-30 |
| 10 | MILLENNIUM MANAGEMENT LLC Custodian | $4.06M | 3.96% | 2026-03-31 |
| 11 | Qube Research & Technologies Ltd | $3.62M | 3.54% | 2026-03-31 |
| 12 | Walleye Trading LLC | $3.22M | 3.14% | 2026-03-31 |
| 13 | GROUP ONE TRADING LLC Custodian | $3.13M | 3.06% | 2026-03-31 |
| 14 | Verition Fund Management LLC | $2.60M | 2.54% | 2026-03-31 |
| 15 | SIMPLEX TRADING, LLC Custodian | $1.95M | 1.91% | 2026-03-31 |
| 16 | JANE STREET GROUP, LLC Custodian | $1.94M | 1.90% | 2026-03-31 |
| 17 | Walleye Capital LLC | $1.73M | 1.69% | 2026-03-31 |
| 18 | Squarepoint Ops LLC | $1.24M | 1.22% | 2026-03-31 |
| 19 | Volterra Technologies LP | $1.20M | 1.17% | 2026-03-31 |
| 20 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.04M | 1.02% | 2026-03-31 |
| 21 | CenterStar Asset Management, LLC | $777.40K | 0.76% | 2026-03-31 |
| 22 | TUDOR INVESTMENT CORP ET AL | $746.30K | 0.73% | 2026-03-31 |
| 23 | Point72 Asset Management, L.P. | $746.30K | 0.73% | 2026-03-31 |
| 24 | Capula Management Ltd | $746.30K | 0.73% | 2026-03-31 |
| 25 | WELLS FARGO & COMPANY/MN Custodian | $544.18K | 0.53% | 2026-03-31 |
Insider Activity
Latest: 2026-07-01
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 |
|---|---|---|---|---|---|---|---|
| 2026-07-01 | Scott Mezvinsky | KFC Division CEO | Mixed | — | $114.09 | -$44.5K | EDGAR |
| 2026-07-01 | Aaron Powell | CEO - Pizza Hut | Sell (S) | −6,001 | $160.42 | -$962.7K | EDGAR |
| 2026-07-01 | Christopher Lee Turner | Chief Executive Officer | Sell (S) | −250 | $160.42 | -$40.1K | EDGAR |
| 2026-06-02 | Christopher Lee Turner | Chief Executive Officer | Sell (S) | −270 | $148.14 | -$40.0K | EDGAR |
| 2026-06-02 | Scott Mezvinsky | KFC Division CEO | Mixed | — | $108.03 | -$38.7K | EDGAR |
| 2026-05-26 | Sean Tresvant | Taco Bell, CEO, YUM CCO | Sell (S) | −3,000 | $154.68 | -$464.0K | EDGAR |
| 2026-05-19 | Ranjith Roy | Chief Financial Officer | Mixed | +275 | $149.97 | $41.2K | EDGAR |
| 2026-05-19 | Aaron Powell | CEO - Pizza Hut | Sell (S) | −6,001 | $152.35 | -$914.3K | EDGAR |
| 2026-05-15 | Tracy L Skeans | COO and CPO | Sell (S) | −1,837 | $152.00 | -$279.2K | EDGAR |
| 2026-05-01 | Christopher Lee Turner | Chief Executive Officer | Sell (S) | −250 | $160.48 | -$40.1K | EDGAR |
| 2026-05-01 | Scott Mezvinsky | KFC Division CEO | Mixed | — | $114.06 | -$44.5K | EDGAR |
| 2026-05-01 | Christopher Lee Turner | CEO, Chairman of Board | Sell (S) | −250 | $160.48 | -$40.1K | EDGAR |
| 2026-04-02 | Kathleen K. Oberg | Director | Award (A) | +910 | — | EDGAR | |
| 2026-04-02 | Tanya Domier | Director | Exer (M) | +2,787 | $155.48 | $433.3K | EDGAR |
| 2026-04-01 | Christopher Lee Turner | CEO, Chairman of Board | Sell (S) | −257 | $154.18 | -$39.6K | 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
50 insiders · @ $147.37
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 G LANGONE | Director | 926,540 | $136.54M | $262.4K | 18 | 2012-03-08 |
| 2 | Graham D Allan | Officer | 721,492 | $106.33M | -$9.85M | 30 | 2012-01-03 |
| 3 | Jingshyh S su | Chair & CEO - China Division | 615,649 | $90.73M | -$84.47M | 50 | 2016-02-09 |
| 4 | DAVID C NOVAK | Executive Chairman | 468,720 | $69.08M | -$278.38M | 38 | 2016-02-09 |
| 5 | Greg Creed | Director | 188,345 | $27.76M | -$51.43M | 128 | 2020-04-03 |
| 6 | David W Gibbs | Chief Executive Officer | 175,392 | $25.85M | -$47.98M | 127 | 2025-09-15 |
| 7 | J DAVID GRISSOM | Director | 136,696 | $20.14M | $0 | 18 | 2013-12-13 |
| 8 | ROBERT D WALTER | Director | 115,442 | $17.01M | $5.07M | 33 | 2020-02-11 |
| 9 | ROBERT JR HOLLAND | Director | 85,067 | $12.54M | -$397.6K | 16 | 2011-12-09 |
| 10 | PETER HEARL | Chief Op. and Dev. Officer | 82,542 | $12.16M | -$10.79M | 14 | 2007-12-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $2.6M notice value
· 4 unique filers
· 75% 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:
Aaron Powell (1, $1.8M) · Sean Tresvant (1, $464K) · Scott Mevzinsky (1, $182K) · Christopher Turner (1, $124K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-01 | Scott Mevzinsky | officer | 1,227 | $181.8K | 2026-06-01 | Merrill | 10b5-1 | EDGAR |
| 2026-06-01 | Christopher Turner | officer | 840 | $124.4K | 2026-06-01 | Merrill | 10b5-1 | EDGAR |
| 2026-05-26 | Sean Tresvant | Officer | 3,000 | $464.1K | 2026-05-26 | Merrill Lynch | — | EDGAR |
| 2026-05-19 | Aaron Powell | officer | 12,002 | $1.83M | 2026-05-19 | Merrill | 10b5-1 | EDGAR |
| 2026-02-26 | Christopher Turner | officer | 1,140 | $160.0K | 2026-02-26 | Merrill | 10b5-1 | EDGAR |
| 2026-02-17 | Tracey Skeans | Officer | 40,305 | $6.46M | 2026-02-17 | Merrill | 10b5-1 | EDGAR |
| 2026-02-13 | Scott Mezvinsky | Officer | 3,544 | $583.4K | 2026-02-13 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-02-05 | Aaron Powell | Officer | 12,000 | $1.94M | 2026-02-05 | Merrill Lynch | — | EDGAR |
| 2025-11-17 | Tracy Skeans | officer | 24,332 | $3.63M | 2025-11-17 | Merrill | 10b5-1 | EDGAR |
| 2025-11-12 | Aaron Powell | Officer | 2,790 | $419.8K | 2025-11-11 | Merrill | — | 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 | 0001041061-26-000136 | EDGAR |
| 2026-05-19 | 0001041061-26-000128 | EDGAR |
| 2026-04-29 | 0001041061-26-000108 | EDGAR |
| 2026-04-01 | 0001041061-26-000096 | EDGAR |
| 2026-02-12 | 0001041061-26-000069 | EDGAR |
| 2026-02-04 | 0001041061-26-000003 | EDGAR |
| 2025-11-26 | 0001041061-25-000120 | EDGAR |
| 2025-11-04 | 0001041061-25-000091 | EDGAR |
| 2025-09-30 | 0001104659-25-095069 | EDGAR |
| 2025-09-10 | 0001104659-25-088718 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-20 | 0001041061-26-000084 | EDGAR |
| 2025-02-19 | 0001041061-25-000013 | EDGAR |
| 2024-02-20 | 0001041061-24-000011 | EDGAR |
| 2023-02-27 | 0001041061-23-000009 | EDGAR |
| 2022-02-23 | 0001041061-22-000009 | EDGAR |
| 2021-02-22 | 0001041061-21-000012 | EDGAR |
| 2020-02-20 | 0001041061-20-000015 | EDGAR |
| 2019-02-21 | 0001041061-19-000010 | EDGAR |
| 2018-02-22 | 0001041061-18-000013 | EDGAR |
| 2017-02-22 | 0001041061-17-000016 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001041061-26-000119 | EDGAR |
| 2025-11-07 | 0001041061-25-000109 | EDGAR |
| 2025-08-07 | 0001041061-25-000057 | EDGAR |
| 2025-05-07 | 0001041061-25-000025 | EDGAR |
| 2024-11-07 | 0001041061-24-000039 | EDGAR |
| 2024-08-08 | 0001041061-24-000033 | EDGAR |
| 2024-05-07 | 0001041061-24-000020 | EDGAR |
| 2023-11-07 | 0001041061-23-000050 | EDGAR |
| 2023-08-07 | 0001041061-23-000041 | EDGAR |
| 2023-05-09 | 0001041061-23-000025 | 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 | 23.8 |
| P/B Ratio | -5.6 |
| P/S Ratio | 4.8 |
| EV/EBITDA | 18.4 |
| TTM Revenue | $8.5B |
| TTM Net Income | $1.7B |
| TTM EPS | $6.2 |
| ROE | -23.9% |
| Dividend Yield | 1.96% |
| Debt/Equity | -1.64 |