| Profitability | 57/100 |
| Growth | 59/100 |
| Momentum | 87/100 |
| Quality | 81/100 |
| Earnings Quality | 79/100 |
| Balance Sheet | 60/100 |
| Value | 44/100 |
| Risk (safety) | 100/100 |
| Overall | 69.4/100 |
| Symbol | IS Score |
|---|---|
| KMB | 53 |
| KVUE | 62 |
| EL | 54 |
| CLX | 40 |
| CL | 61 |
| ELF | 60 |
| CHD | 69 |
Both readings sit above the midpoint — business quality at 69 and price structure at 90 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 75 and holds two consecutive quarters | now 69.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 67 → 68 → 69 → 69 | the direction matters more than the level |
| Technical vote share back above 50% | now 100% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,099 → now 1,077 | 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% |
|---|---|---|---|---|
| 2026 Q2 | 1,077 | 220.3M | $21.2B | 93.1% |
| 2026 Q1 | 1,058 | 212.6M | $19.7B | 89.8% |
| 2025 Q4 | 1,042 | 215.1M | $17.8B | 90.9% |
| 2025 Q3 | 1,015 | 208.8M | $18.2B | 88.2% |
| 2025 Q2 | 1,050 | 218.7M | $20.9B | 92.4% |
| 2025 Q1 | 1,099 | 213.0M | $23.3B | 90.0% |
| 2024 Q4 | 1,054 | 212.5M | $22.1B | 89.8% |
| 2024 Q3 | 1,032 | 213.8M | $22.2B | 90.3% |
| 2024 Q2 | 1,029 | 212.6M | $21.9B | 89.8% |
| 2024 Q1 | 1,019 | 211.6M | $21.9B | 89.4% |
| 2023 Q4 | 964 | 211.5M | $19.9B | 89.3% |
| 2023 Q3 | 949 | 208.9M | $19.0B | 88.2% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Dierker Richard A | director, President and CEO | 2026-10-15 | A-Award | 42 | — | 18,287 |
| Buchert Brian D | EVP of Strategy, M&A, and BP | 2026-10-15 | A-Award | 5 | — | 726 |
| Linares Carlos G. | EVP Chief Tech&Global New Prod | 2026-10-15 | A-Award | 25 | — | 18,212 |
| Pokhriyal Surabhi | EVP Chief Digital Growth Offic | 2026-10-01 | TAX W/H | 31 | $0.00M | 896 |
| Dierker Richard A | director, President and CEO | 2026-09-30 | A-Award | 46 | — | 18,245 |
| Buchert Brian D | EVP of Strategy, M&A, and BP | 2026-09-30 | A-Award | 6 | — | 721 |
| Linares Carlos G. | EVP Chief Tech&Global New Prod | 2026-09-30 | A-Award | 28 | — | 18,187 |
| Linares Carlos G. | EVP Chief Tech&Global New Prod | 2026-09-15 | A-Award | 28 | — | 18,159 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 11 | 107,930 | $10.8M | Counted |
| M — Exercises (paired A/D) | 11 | 107,930 | $5.7M | None — mechanics |
| F — Tax withholding | 49 | 16,288 | $1.6M | None — compensation |
| G — Gifts | 3 | 94 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-25 | Rene Hemsey | 5,000 | $0.5M |
| 2026-08-13 | Carlos Linares | 30,750 | $3.1M |
| 2026-08-11 | Bradley Irwin | 4,300 | $0.4M |
| 2026-08-05 | Arthur Winkleblack | 13,200 | $1.4M |
| Trailing 12 mo | 11 filings | 120,890 | $11M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.47% | 13.0M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.50% | 17.8M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Richard W. Allen | House | SELL | $15,001 - $50,000 | 2025-10-10 | 2025-11-14 |
| Rick W. Allen | House | SELL | $15,001 - $50,000 | 2025-10-09 | 2025-11-14 |
| Dan Sullivan | Senate | SELL | $1,001 - $15,000 | 2023-08-22 | 2023-09-22 |
| Dan Sullivan | Senate | SELL | $1,001 - $15,000 | 2023-08-22 | 2023-09-21 |
| Daniel Scott Sullivan | Senate | SELL | $1,001 - $15,000 | 2023-08-22 | 2023-09-21 |
| Manager | Shares | Value |
|---|---|---|
| Montrusco Bolton Investments Inc. | 366,739 | $35M |
| Fjarde Ap-Fonden /Fourth Swedish N | 244,186 | $23M |
| Assenagon Asset Management S.A. | 212,927 | $20M |
| Folger Nolan Fleming Douglas Capit | 127,028 | $12M |
| Crown Oak Advisors, Llc | 116,504 | $11M |
| Bath Savings Trust Co | 104,084 | $10M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $711M |
| VTSAX | 0.0% | $711M |
| VSMPX | 0.0% | $711M |
| VTI | 0.0% | $711M |
| VOO | 0.0% | $587M |
| VFINX | 0.0% | $587M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 2.4M | 52 sh |
| Ebxl Level Ats | 2.3M | 31 sh |
| Incr Intelligent Cross Llc | 2.0M | 71 sh |
| Sgmt Sigma X2 | 1.9M | 54 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.6M | 41 sh |
| Mspl Ms Pool (Ats-4) | 1.3M | 175 sh |
| Region | Revenue | Share |
|---|---|---|
| Consumer Domestic | $4.8B | 81% |
| Consumer International | $1.1B | 19% |
Moat score 52/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Richard A. Dierker | President, Chief Executive Officer & Director |
| Lee McChesney | Chief Financial Officer & Executive Vice President |
| Carlos G. Linares | Executive Vice President, Chief Technology Officer & Global New Product Innovation |
| Patrick D. de Maynadier | Executive Vice President, General Counsel & Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +6.0% | +3.6% | +9.2% | +4.1% | +1.6% |
| Gross profit | +2.2% | -0.6% | +15.0% | +7.8% | -0.5% |
| Operating income | +4.8% | -44.6% | +76.9% | -23.7% | +33.5% |
| Net income | +5.3% | -50.0% | +82.6% | -22.5% | +25.9% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 5.2 | 5.4 | 5.9 | 6.1 | 6.2 | |
| Cost of revenue | 2.9 | 3.1 | 3.3 | 3.3 | 3.4 | |
| Gross profit | 2.3 | 2.2 | 2.6 | 2.8 | 2.8 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | |
| SG&A expense | 1.2 | 1.2 | 1.5 | 1.6 | 1.7 | |
| Operating income | 1.1 | 0.6 | 1.1 | 0.8 | 1.1 | |
| EBITDA | 1.3 | 0.8 | 1.3 | 1.1 | 1.3 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Pretax income | 1.0 | 0.5 | 1.0 | 0.8 | 1.0 | |
| Income tax | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | |
| Net income | 0.8 | 0.4 | 0.8 | 0.6 | 0.7 | |
| Diluted EPS ($) | 3.32 | 1.68 | 3.05 | 2.37 | 3.02 | |
| Diluted shares (M) | 250 | 246 | 248 | 247 | 244 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.3 | 0.3 | 1.0 | 0.4 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.4 | 0.5 | 0.6 | 0.6 | |
| Total current assets | 1.4 | 1.5 | 2.2 | 1.6 | |
| PP&E (net) | 0.8 | 0.9 | 0.9 | 0.8 | |
| Goodwill + intangibles | 5.9 | 5.7 | 5.3 | 6.1 | |
| Total assets | 8.3 | 8.6 | 8.9 | 8.9 | |
| Accounts payable | 0.7 | 0.6 | 0.7 | 0.7 | |
| Short-term debt | 0.1 | 0.2 | 0.0 | 0.0 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 1.2 | 1.4 | 1.3 | 1.5 | |
| Long-term debt | 2.6 | 2.2 | 2.2 | 2.2 | |
| Total liabilities | 4.9 | 4.7 | 4.5 | 4.9 | |
| Shareholders' equity | 3.5 | 3.9 | 4.4 | 4.0 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 0.8 | 0.6 | 0.7 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | |
| Stock-based compensation | 0.0 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.1) | (0.0) | (0.0) | 0.0 | |
| Operating cash flow | 0.9 | 1.0 | 1.2 | 1.2 | |
| Capital expenditures | (0.2) | (0.2) | (0.2) | (0.1) | |
| Investing cash flow | (0.7) | (0.2) | (0.2) | (0.6) | |
| Buybacks | 0.0 | (0.3) | 0.0 | (0.9) | |
| Dividends paid | (0.3) | (0.3) | (0.3) | (0.3) | |
| Debt issuance / (repay) | 0.1 | (0.3) | (0.2) | 0.0 | |
| Financing cash flow | (0.1) | (0.7) | (0.3) | (1.2) | |
| Free cash flow | 0.7 | 0.8 | 1.0 | 1.1 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 26.5% | 12.3% | 20.6% | 14.2% | 17.6% | 18% | |
| ROA | 10.7% | 5.1% | 8.9% | 6.7% | 8.3% | 8.2% | |
| ROIC | 15.1% | 7.8% | 13.5% | 10.8% | 14.3% | 10.8% | |
| Gross margin | 43.6% | 41.9% | 44.1% | 45.7% | 44.7% | 45.6% | |
| Operating margin | 20.8% | 11.1% | 18.0% | 13.2% | 17.4% | 17.5% | |
| Net margin | 15.9% | 7.7% | 12.9% | 9.6% | 11.9% | 12.0% | |
| EBITDA margin | 25.1% | 15.5% | 22.2% | 17.9% | 20.9% | 20.4% | |
| FCF margin | 16.9% | 13.1% | 13.8% | 16.0% | 17.6% | — | |
| VALUATION | |||||||
| P/E | 29.38 | 45.79 | 30.19 | 43.73 | 27.27 | 33.5 | |
| P/B | 7.52 | 5.43 | 5.92 | 5.87 | 5.02 | 5.7 | |
| P/S | 4.68 | 3.53 | 3.89 | 4.19 | 3.24 | 3.98 | |
| P/FCF | 27.79 | 26.83 | 28.27 | 26.21 | 18.38 | 22.2 | |
| EV/EBITDA | 20.54 | 25.88 | 19.24 | 24.79 | 16.84 | 21.2 | |
| EV/Revenue | 5.16 | 4.00 | 4.27 | 4.43 | 3.53 | 4.3 | |
| Earnings yield | 3.4% | 2.2% | 3.3% | 2.3% | 3.7% | 3.01% | |
| FCF yield | 3.6% | 3.7% | 3.5% | 3.8% | 5.4% | 4.50% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.59 | 1.18 | 1.08 | 1.70 | 1.07 | 1.15 | |
| Quick ratio | 0.34 | 0.63 | 0.64 | 1.24 | 0.71 | 0.69 | |
| Debt / equity | 0.85 | 0.82 | 0.68 | 0.55 | 0.55 | 0.56 | |
| Debt / assets | 34.2% | 34.1% | 30.4% | 27.1% | 24.7% | 26.7% | |
| Net debt / EBITDA | 1.91 | 3.10 | 1.73 | 1.32 | 1.38 | 1.71 | |
| Interest coverage | 19.93 | 6.84 | 9.72 | 8.96 | 11.05 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.67 | 0.66 | 0.69 | 0.70 | 0.70 | 0.68 | |
| Receivables turnover | 12.91 | 12.99 | 12.37 | 10.83 | 10.39 | 10.4 | |
| DSO (days) | 28 | 28 | 30 | 34 | 35 | 35 | |
| DPO (days) | 78 | 78 | 72 | 73 | 77 | 84 | |
| Cash conversion cycle | 14 | 19 | 27 | 28 | 20 | 16 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 6.0% | 3.6% | 9.2% | 4.1% | 1.6% | — | |
| Net income growth | 5.3% | -50.0% | 82.6% | -22.5% | 25.9% | — | |
| EPS growth | 7.1% | -48.9% | 80.0% | -22.7% | 30.0% | — | |
| FCF growth | -1.8% | -19.3% | 14.3% | 21.0% | 11.9% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.33 | 1.70 | 3.06 | 2.36 | 3.08 | 3.15 | |
| Book value / share | 13.00 | 14.33 | 15.61 | 17.62 | 16.70 | 18.37 | |
| Revenue / share | 20.87 | 22.07 | 23.76 | 24.68 | 25.89 | 26.32 | |
| FCF / share | 3.52 | 2.90 | 3.27 | 3.95 | 4.56 | 4.71 | |
| Cash / share | 0.97 | 1.11 | 1.39 | 3.90 | 1.71 | 1.08 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.1% | 0.0% | 1.7% | 0.0% | 4.5% | 2.60% | |
| Altman Z-Score | 4.97 | 4.19 | 5.00 | 5.52 | 4.62 | 5.3 | |
| Piotroski F-Score | 6 | 7 | 7 | 7 | 8 | 7/9 | |
| Beneish M-Score | -2.54 | -2.85 | -2.37 | -2.68 | -2.71 | -2.73 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 5.3 | Safe (>2.99) | Safe |
| Income quality | 1.69 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.73 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.78 |
| Interest burden | 0.93 |
| Operating margin | 16.5% |
| Asset turnover | 0.70× |
| Financial leverage | 2.05× |
| = ROE | 17% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.95 |
| Earnings stability | 0.06 |
| Earnings persistence | 0.83 |
| Revenue CAGR 3y | 3.4% |
| EPS CAGR 3y | 20.2% |
| FCF CAGR 3y | 8.2% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| KMB | $35.1B | 18.0 | 129% | 8.2% | -12.3% | 7/9 | -11.8% |
| KVUE | $36.3B | 21.7 | 16% | 11.5% | +1.8% | 8/9 | +35.7% |
| EL | $37.9B | 205.0 | 5% | -3.2% | +5.1% | 7/9 | +8.4% |
| CLX | $10.5B | 18.1 | 286% | 8.4% | -5.4% | 4/9 | -22.5% |
| CL | $75.0B | 37.0 | 434% | 12.9% | +5.2% | 8/9 | — |
| ELF | $6.7B | 113.4 | 6% | 13.9% | +31.2% | 4/9 | — |
| REYN | $4.8B | 13.9 | 15% | 9.4% | +2.7% | 7/9 | — |
| IPAR | $3.7B | 22.1 | 20% | 8.9% | +2.9% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $6.23B | $6.27B / $6.20B | $3.78 | $3.80 / $3.76 | 11 |
| FY2027 | $6.50B | $6.60B / $6.43B | $4.04 | $4.16 / $3.89 | 11 |
| FY2028 | $6.76B | $6.85B / $6.70B | $4.32 | $4.43 / $4.21 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $94.50 | -9.6% | 2 |
| Last Quarter | $105.00 | +0.4% | 7 |
| Last Year | $102.68 | -1.8% | 25 |
| All Time | $98.35 | -5.9% | 66 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $97.38 | +7.15 | +7.34% | Above |
| SMA 50 | $98.26 | +6.27 | +6.38% | Above |
| SMA 200 | $96.30 | +8.23 | +8.55% | Above |
| EMA 9 | $100.58 | +3.95 | +3.93% | Above |
| EMA 21 | $98.57 | +5.96 | +6.05% | Above |
| EMA 50 | $97.93 | +6.60 | +6.74% | Above |
| EMA 200 | $96.23 | +8.30 | +8.63% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $103.49 / $105.13 / $107.18 | S1 / S2 | $101.44 / $99.80 |
| Bollinger (20,2) | $91.36 – $103.40 | Squeeze | Off |
| 52-wk range | $80.29 – $105.54 | Off 52-wk high | -1.0% |
| ATR (14) | $1.84 (1.8%) | Historical vol | 14.3% |
| Computed from live weekly prices | CHD | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.89% | 1.83% |
| Best / worst week (1y) | +10.0% / -5.7% | — |
| Max drawdown (5y, monthly) | -28.2% | — |
| 1-week VaR (95%) | -4.9% | — |
| Beta (5y) | 0.47 | 1.00 |
| Reading | CHD | Household & Personal Products n=397 | Consumer Defensive n=3,080 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +31.7 | -9.7 | -15.7 | -20.5 |
| Trend | +48.0 | -0.4 | -19.0 | -21.3 |
| Momentum | +76.1 | +3.1 | -6.2 | -15.8 |
| Volume | +47.5 | +14.2 | -5.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Richard A. Dierker President and Chief Execu | $9.8M | 33% equity+incentive |
| Lee B. McChesney Executive Vice President, C | $5.3M | 61% equity+incentive |
| Matthew T. Farrell Former Chairman, Presiden | $3.3M | 33% equity+incentive |
| Charles R. Raup Executive Vice President, US | $2.7M | 47% equity+incentive |
| Patrick D. de Maynadier Executive Vice Presi | $2.1M | 33% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 57 |
| Social | 58 |
| Governance | 70 |
| Composite ESG | 62 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-31 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-05 | Shareholder Vote | 5.07 |
| 2026-05-01 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-01-30 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-12-09 | Regulation FD Disclosure; Other Events; Financial Statements and Exhib | 7.01,8.01,9.01 |
| 2025-12-05 | Other Events | 8.01 |
| 2025-10-31 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-08-01 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
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 · 2020-10-29 to 2026-07-31 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 111 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-31 to 2026-10-15 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2026-03-26 to 2026-04-29 |
| 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.