| Profitability | 32/100 |
| Growth | 57/100 |
| Momentum | 86/100 |
| Quality | 49/100 |
| Earnings Quality | 88/100 |
| Balance Sheet | 21/100 |
| Value | 47/100 |
| Risk (safety) | 15/100 |
| Overall | 36.3/100 |
| Symbol | IS Score |
|---|---|
| ARE | 24 |
| VNO | 27 |
| CUZ | 30 |
| KRC | 27 |
| CDP | 52 |
| SLG | 24 |
| BXP | 36 |
Both readings sit below the midpoint — business quality at 36 and price structure at 22 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 36.3 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 21 → 46 → 41 → 36 | the direction matters more than the level |
| Technical vote share back above 50% | now 9% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 623 → now 553 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% | Guard |
|---|---|---|---|---|---|
| 2026 Q2 | 553 | 180.4M | $10.3B | 113.4% | ex-outlier 99.0% |
| 2026 Q1 | 538 | 169.3M | $7.6B | 106.3% | ex-outlier 93.2% |
| 2025 Q4 | 622 | 180.0M | $11.0B | 113.1% | |
| 2025 Q3 | 623 | 174.4M | $11.2B | 109.5% | |
| 2025 Q2 | 612 | 170.6M | $11.1B | 107.2% | |
| 2025 Q1 | 611 | 165.2M | $10.9B | 103.8% | |
| 2024 Q4 | 619 | 161.2M | $11.9B | 101.3% | |
| 2024 Q3 | 589 | 158.9M | $12.7B | 99.9% | |
| 2024 Q2 | 567 | 158.0M | $9.7B | 99.3% | |
| 2024 Q1 | 581 | 156.0M | $10.1B | 98.0% | |
| 2023 Q4 | 565 | 155.3M | $10.9B | 97.6% | |
| 2023 Q3 | 500 | 160.4M | $9.5B | 100.8% |
Why 2026-06 reads 113.36%. Institutions cannot hold more of a company than exists. The reported 180.4M shares exceed the 159.2M outstanding, and a single filer accounts for the excess: COHEN & STEERS, INC. reports 22,784,376 shares against 20,849,327 the prior quarter, a 1x jump, which alone would be 14.3% of the company. Excluding that filing, ownership is 99.0%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
Why 2026-03 reads 106.34%. Institutions cannot hold more of a company than exists. The reported 169.3M shares exceed the 159.2M outstanding, and a single filer accounts for the excess: COHEN & STEERS, INC. reports 20,849,327 shares against 15,382,890 the prior quarter, a 1x jump, which alone would be 13.1% of the company. Excluding that filing, ownership is 93.2%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| West Tony | director | 2026-09-30 | A-Award | 389 | — | 5,235 |
| Klein Joel | director | 2026-09-30 | A-Award | 552 | — | 25,088 |
| Richardson Julie | director | 2026-09-30 | A-Award | 409 | — | 2,175 |
| Duncan Bruce W | director | 2026-09-30 | A-Award | 573 | — | 14,660 |
| Walton William H Iii | director | 2026-09-30 | A-Award | 389 | — | 10,640 |
| Lustig Matthew J | director | 2026-09-30 | A-Award | 491 | — | 22,221 |
| Kipp Mary E | director | 2026-09-30 | A-Award | 450 | — | 8,983 |
| Lustig Matthew J | director | 2026-06-30 | A-Award | 440 | — | 21,516 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 6 | 38,671 | $2.5M | Counted |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-06-09 | Labelle Michael E | 26,113 | $1.7M |
| 2026-05-21 | Kevorkian Eric G | 2,000 | $0.1M |
| 2026-05-20 | Otteni Peter V | 4,863 | $0.3M |
| 2026-02-27 | Hilary Jo Spann | 5,495 | $0.3M |
| Trailing 12 mo | 10 filings | 111,573 | $8M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-14 | SCHEDULE 13G/A | Cohen & Steers Ireland Limited | 0.04% | 0.1M sh |
| 2026-08-12 | SCHEDULE 13G/A | Norges Bank | 4.06% | 6.5M sh |
| 2026-05-15 | SCHEDULE 13G/A | Cohen & Steers Ireland Limited | 0.01% | 0.0M sh |
| 2026-05-13 | SCHEDULE 13G | First Eagle Investment Management, LLC | 6.00% | 9.5M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Julia Letlow | House | SELL | $1,001 - $15,000 | 2026-02-20 | 2026-03-13 |
| Julia Letlow | House | SELL | $1,001 - $15,000 | 2026-02-20 | 2026-03-13 |
| Alan Armstrong | Senate | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-20 |
| Manager | Shares | Value |
|---|---|---|
| Birch Hill Investment Advisors Llc | 100,816 | $6M |
| Burney Co/ | 74,389 | $5M |
| Czech National Bank | 45,875 | $3M |
| Wealth Enhancement Advisory Servic | 37,431 | $2M |
| Ifm Investors Pty Ltd | 31,958 | $2M |
| Essex Llc | 29,567 | $2M |
| Fund | Weight | Position |
|---|---|---|
| VGSNX | 0.5% | $340M |
| VGSLX | 0.5% | $340M |
| VNQ | 0.5% | $340M |
| VITSX | 0.0% | $310M |
| VTSAX | 0.0% | $310M |
| VSMPX | 0.0% | $310M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.4M | 49 sh |
| Ubsa Ubs Ats | 1.9M | 62 sh |
| Ebxl Level Ats | 1.8M | 33 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.4M | 59 sh |
| Mspl Ms Pool (Ats-4) | 1.3M | 175 sh |
| Bids Bids Ats | 1.3M | 721 sh |
| Region | Revenue | Share |
|---|---|---|
| Boston | $1.3B | 37% |
| NEW YORK | $1.1B | 31% |
| San Francisco | $524M | 15% |
| DISTRICT OF COLUMBIA | $445M | 13% |
| Los Angeles | $71M | 2% |
| Seattle | $49M | 1% |
Moat score 48/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Owen David Thomas | Chief Executive Officer & Chairman of the Board |
| Douglas T. Linde | President & Director |
| Michael E. LaBelle | Executive Vice President, Treasurer & Chief Financial Officer |
| Bryan J. Koop | Executive Vice President of Boston Region |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +4.4% | +7.6% | +5.3% | +4.1% | +2.2% |
| Gross profit | +6.9% | +6.4% | +4.3% | +1.4% | +1.1% |
| Operating income | +7.3% | +9.1% | -2.1% | -1.6% | +89.9% |
| Net income | -42.1% | +68.0% | -77.6% | -92.5% | +1839.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 2.9 | 3.1 | 3.3 | 3.4 | 3.5 | |
| Cost of revenue | 1.0 | 1.1 | 1.2 | 1.3 | 1.4 | |
| Gross profit | 1.9 | 2.0 | 2.1 | 2.1 | 2.1 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Operating income | 1.0 | 1.1 | 1.0 | 1.0 | 1.9 | |
| EBITDA | 1.8 | 2.2 | 1.7 | 1.6 | 1.9 | |
| D&A | 0.7 | 0.8 | 0.8 | 0.9 | 0.9 | |
| Pretax income | 0.6 | 1.0 | 0.3 | 0.1 | 0.4 | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | 0.5 | 0.8 | 0.2 | 0.0 | 0.3 | |
| Diluted EPS ($) | 3.17 | 5.40 | 1.21 | 0.09 | 1.74 | |
| Diluted shares (M) | 156 | 157 | 157 | 158 | 159 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.7 | 1.5 | 1.3 | 1.5 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.4 | 1.6 | 1.7 | 1.6 | |
| Total current assets | 2.2 | 3.2 | 3.1 | 3.4 | |
| PP&E (net) | 0.4 | 0.0 | 0.7 | 20.4 | |
| Goodwill + intangibles | 0.7 | 0.0 | 0.0 | 0.0 | |
| Total assets | 24.2 | 26.0 | 26.1 | 26.2 | |
| Accounts payable | 0.4 | 0.5 | 0.4 | 0.5 | |
| Short-term debt | 0.0 | 0.0 | 0.5 | 0.8 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 0.7 | 0.8 | 1.2 | 1.5 | |
| Long-term debt | 14.2 | 15.9 | 15.7 | 15.9 | |
| Total liabilities | 15.8 | 17.8 | 18.1 | 18.5 | |
| Shareholders' equity | 8.4 | 8.2 | 7.9 | 7.7 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.0 | 0.2 | 0.1 | 0.3 | |
| D&A | 0.8 | 0.8 | 0.9 | 0.9 | |
| Stock-based compensation | 0.1 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.2) | (0.2) | (0.2) | (0.2) | |
| Operating cash flow | 1.3 | 1.3 | 1.2 | 1.2 | |
| Capital expenditures | (0.4) | (0.5) | (0.4) | (0.6) | |
| Investing cash flow | (1.6) | (1.2) | (1.2) | (0.6) | |
| Buybacks | 0.0 | 0.0 | (0.0) | 0.0 | |
| Dividends paid | (0.7) | (0.7) | (0.7) | (0.6) | |
| Debt issuance / (repay) | 1.3 | 1.3 | 0.1 | 0.3 | |
| Financing cash flow | 0.6 | 0.8 | (0.3) | (0.4) | |
| Free cash flow | 0.9 | 0.8 | 0.8 | 0.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 8.5% | 14.2% | 3.2% | 0.3% | 5.2% | 6% | |
| ROA | 2.2% | 3.6% | 0.8% | 0.1% | 1.1% | 1.2% | |
| ROIC | 5.2% | 5.3% | 5.0% | 4.8% | 7.0% | 4.9% | |
| Gross margin | 64.2% | 63.5% | 62.8% | 61.2% | 60.6% | 46.8% | |
| Operating margin | 33.7% | 34.1% | 31.7% | 30.0% | 55.7% | 35.0% | |
| Net margin | 17.5% | 27.3% | 5.8% | 0.4% | 7.9% | 8.4% | |
| EBITDA margin | 61.5% | 71.1% | 52.0% | 47.5% | 55.7% | 52.9% | |
| FCF margin | 31.9% | 28.4% | 34.2% | 23.1% | 19.8% | — | |
| VALUATION | |||||||
| P/E | 28.98 | 10.63 | 52.67 | 789.55 | 38.77 | 31.8 | |
| P/B | 2.50 | 1.47 | 1.70 | 2.08 | 2.09 | 1.8 | |
| P/S | 5.07 | 2.90 | 3.06 | 3.31 | 3.08 | 2.69 | |
| P/FCF | 15.91 | 10.20 | 8.95 | 14.34 | 15.57 | 26.2 | |
| EV/EBITDA | 15.53 | 10.42 | 14.74 | 17.27 | 13.71 | 13.6 | |
| EV/Revenue | 9.53 | 7.41 | 7.67 | 8.02 | 7.64 | 7.2 | |
| Earnings yield | 3.5% | 9.4% | 1.9% | 0.1% | 2.6% | 3.15% | |
| FCF yield | 6.3% | 9.8% | 11.2% | 7.0% | 6.4% | 3.82% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.58 | 3.16 | 4.19 | 2.56 | 2.28 | 0.94 | |
| Quick ratio | 2.58 | 3.16 | 4.19 | 2.56 | 2.28 | 0.94 | |
| Debt / equity | 2.28 | 2.40 | 2.82 | 3.20 | 3.37 | 3.17 | |
| Debt / assets | 59.7% | 60.7% | 63.9% | 66.4% | 66.3% | 65.0% | |
| Net debt / EBITDA | 7.27 | 6.34 | 8.86 | 10.15 | 8.18 | 8.49 | |
| Interest coverage | 2.49 | 3.33 | 1.50 | 1.07 | 1.60 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.13 | 0.13 | 0.13 | 0.13 | 0.13 | 0.14 | |
| Receivables turnover | 4.55 | 41.02 | 32.13 | 29.65 | 3.97 | 22.8 | |
| DSO (days) | 80 | 9 | 11 | 12 | 92 | 16 | |
| DPO (days) | 115 | 119 | 131 | 89 | 117 | 93 | |
| Cash conversion cycle | -35 | -110 | -120 | -76 | -25 | -76 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 4.4% | 7.6% | 5.3% | 4.1% | 2.2% | — | |
| Net income growth | -42.1% | 68.0% | -77.6% | -92.5% | 1840.4% | — | |
| EPS growth | -42.4% | 67.5% | -77.6% | -92.5% | 1820.3% | — | |
| FCF growth | -1.8% | -3.9% | 26.7% | -29.8% | -12.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.22 | 5.40 | 1.21 | 0.09 | 1.74 | 1.87 | |
| Book value / share | 37.30 | 39.04 | 37.42 | 34.38 | 32.35 | 48.61 | |
| Revenue / share | 18.44 | 19.79 | 20.81 | 21.64 | 21.89 | 22.09 | |
| FCF / share | 5.87 | 5.63 | 7.12 | 4.99 | 4.33 | 2.27 | |
| Cash / share | 2.89 | 4.39 | 9.74 | 7.97 | 9.29 | 3.48 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 1.4% | 0.0% | 0.0% | 0.0% | 0.0% | 0.01% | |
| Altman Z-Score | 0.92 | 0.72 | 0.64 | 0.60 | 0.70 | 0.5 | |
| Piotroski F-Score | 5 | 6 | 5 | 4 | 6 | 6/9 | |
| Beneish M-Score | 0.55 | -2.50 | -2.58 | -2.61 | -3.02 | 5.69 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 0.5 | Distress (<1.81) | Distress |
| Income quality | 3.50 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | 5.69 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.72 |
| Interest burden | 0.45 |
| Operating margin | 26.4% |
| Asset turnover | 0.14× |
| Financial leverage | 4.87× |
| = ROE | 6% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.96 |
| Earnings stability | 0.26 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 3.2% |
| EPS CAGR 3y | -24.0% |
| FCF CAGR 3y | -27.2% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| ARE | $7.3B | -7.5 | -6% | 1.5% | -2.1% | 4/9 | -44.7% |
| VNO | $6.1B | 1065.7 | 1% | 6.9% | +1.4% | 6/9 | -14.8% |
| CUZ | $4.5B | 672.5 | 0% | 9.7% | +11.9% | 6/9 | +4.3% |
| KRC | $4.1B | 24.2 | 3% | 7.3% | -3.8% | 4/9 | -13.8% |
| CDP | $3.8B | 23.0 | 11% | 23.5% | +4.5% | 7/9 | — |
| SLG | $3.3B | -18.4 | -5% | -10.0% | +62.1% | 4/9 | — |
| HIW | $3.2B | 19.3 | 7% | 43.5% | +2.9% | 6/9 | — |
| DEI | $1.6B | -71.4 | -1% | -1.0% | +0.8% | 3/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $3.51B | $3.76B / $3.38B | $2.09 | $2.10 / $2.08 | 6 |
| FY2027 | $3.61B | $3.79B / $3.48B | $1.95 | $1.97 / $1.93 | 6 |
| FY2028 | $3.69B | $3.73B / $3.66B | $2.17 | $2.70 / $1.69 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $68.50 | +15.7% | 2 |
| Last Quarter | $75.08 | +26.8% | 12 |
| Last Year | $72.63 | +22.7% | 35 |
| All Time | $83.33 | +40.8% | 85 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $60.52 | -1.32 | -2.18% | Below |
| SMA 50 | $64.44 | -5.24 | -8.13% | Below |
| SMA 200 | $62.26 | -3.06 | -4.91% | Below |
| EMA 9 | $59.47 | -0.27 | -0.45% | Below |
| EMA 21 | $60.76 | -1.56 | -2.57% | Below |
| EMA 50 | $63.05 | -3.85 | -6.11% | Below |
| EMA 200 | $64.11 | -4.91 | -7.66% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $59.30 / $60.23 / $60.76 | S1 / S2 | $58.77 / $57.84 |
| Bollinger (20,2) | $57.52 – $63.53 | Squeeze | Off |
| 52-wk range | $49.72 – $74.96 | Off 52-wk high | -21.0% |
| ATR (14) | $1.54 (2.6%) | Historical vol | 26.3% |
| Computed from live weekly prices | BXP | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.72% | 1.83% |
| Best / worst week (1y) | +9.5% / -9.3% | — |
| Max drawdown (5y, monthly) | -61.5% | — |
| 1-week VaR (95%) | -5.0% | — |
| Beta (5y) | 1.03 | 1.00 |
| Reading | BXP | REIT - Office n=96 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -45.8 | -33.6 | -28.0 | -20.5 |
| Trend | -49.9 | -44.7 | -37.3 | -21.3 |
| Momentum | -27.1 | -26.8 | -17.0 | -15.8 |
| Volume | -50.5 | -30.4 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Owen D. Thomas Chief Executive Officer | $23.0M | 96% equity+incentive |
| Douglas T. Linde President | $16.2M | 95% equity+incentive |
| Michael E. LaBelle Executive Vice President, | $8.2M | 93% equity+incentive |
| Bryan J. Koop Executive Vice President, Bost | $6.2M | 92% equity+incentive |
| Hilary J. Spann Executive Vice President, Ne | $5.8M | 92% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 67 |
| Social | 56 |
| Governance | 64 |
| Composite ESG | 62 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2024-06-20 | Amendments to Articles of Incorporation or Bylaws; Other Events; Finan | 5.03,8.01,9.01 |
| 2024-05-24 | Departure/Election of Directors; Appointment of Officers; Submission o | 5.02,5.07,9.01 |
| 2024-04-30 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2023-11-01 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2023-10-02 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03 |
| 2023-08-01 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2023-06-06 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,9.01 |
| 2023-05-23 | Submission of Matters to a Vote of Security Holders; Financial Stateme | 5.07,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-07-28 to 2026-04-28 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 115 rows · 1997 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-30 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-05-13 to 2026-08-14 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.