| Profitability | 55/100 |
| Growth | 56/100 |
| Momentum | 75/100 |
| Quality | 72/100 |
| Earnings Quality | 77/100 |
| Balance Sheet | 46/100 |
| Value | 50/100 |
| Risk (safety) | 65/100 |
| Overall | 56.9/100 |
| Symbol | IS Score |
|---|---|
| TXRH | 58 |
| EAT | 65 |
| BROS | 61 |
| YUMC | 63 |
| CAVA | 48 |
| CAKE | 52 |
| DPZ | 57 |
Both readings sit above the midpoint — business quality at 57 and price structure at 58 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 56.9 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 64 → 56 → 56 → 57 | the direction matters more than the level |
| Technical vote share back above 50% | now 55% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 794 → now 737 | 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 | 737 | 37.0M | $10.5B | 111.9% | ex-outlier 99.4% |
| 2026 Q1 | 793 | 35.9M | $12.0B | 108.8% | ex-outlier 101.0% |
| 2025 Q4 | 794 | 33.7M | $13.1B | 102.0% | |
| 2025 Q3 | 776 | 33.3M | $13.4B | 100.8% | |
| 2025 Q2 | 779 | 33.9M | $14.3B | 102.7% | |
| 2025 Q1 | 758 | 34.0M | $14.5B | 102.8% | |
| 2024 Q4 | 739 | 34.8M | $13.3B | 105.2% | |
| 2024 Q3 | 706 | 35.4M | $13.7B | 107.2% | |
| 2024 Q2 | 739 | 34.2M | $16.0B | 103.4% | |
| 2024 Q1 | 691 | 33.8M | $15.0B | 102.4% | |
| 2023 Q4 | 661 | 33.0M | $12.3B | 99.9% | |
| 2023 Q3 | 608 | 32.9M | $11.3B | 99.6% |
Why 2026-06 reads 111.90%. Institutions cannot hold more of a company than exists. The reported 37.0M shares exceed the 33.0M outstanding, and a single filer accounts for the excess: FMR LLC reports 4,136,482 shares against 2,567,602 the prior quarter, a 2x jump, which alone would be 12.5% of the company. Excluding that filing, ownership is 99.4%. 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 108.82%. Institutions cannot hold more of a company than exists. The reported 35.9M shares exceed the 33.0M outstanding, and a single filer accounts for the excess: FMR LLC reports 2,567,602 shares against 1,081,463 the prior quarter, a 2x jump, which alone would be 7.8% of the company. Excluding that filing, ownership is 101.0%. 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.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Jordan Joseph Hugh | Chief Executive Officer | 2026-10-01 | A-Award | 10,170 | — | 21,075 |
| Balson Andrew | director | 2026-09-30 | A-Award | 101 | — | 2,988 |
| Garcia Kelly E | EVP, Chief Tech & Data Ofcr | 2026-07-22 | EXERCISE | 8,220 | $2.47M | 17,572 |
| Garcia Kelly E | EVP, Chief Tech & Data Ofcr | 2026-07-22 | SELL | 3,606 | $1.16M | 13,966 |
| Garcia Kelly E | EVP, Chief Tech & Data Ofcr | 2026-07-22 | SELL | 3,453 | $1.11M | 10,513 |
| Garcia Kelly E | EVP, Chief Tech & Data Ofcr | 2026-07-22 | SELL | 1,161 | $0.37M | 9,352 |
| Garcia Kelly E | EVP, Chief Tech & Data Ofcr | 2026-07-22 | EXERCISE | 1,540 | $0.33M | 10,892 |
| Garcia Kelly E | EVP, Chief Tech & Data Ofcr | 2026-07-22 | SELL | 1,540 | $0.50M | 9,352 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 23 | 34,997 | $11.8M | Counted |
| M — Exercises (paired A/D) | 10 | 26,570 | $5.3M | None — mechanics |
| F — Tax withholding | 45 | 19,911 | $7.9M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-07-22 | Garcia Kelly E | 12,430 | $4.0M |
| 2026-07-17 | Weiner Russell J | 10,850 | $3.6M |
| 2026-07-16 | Jordan Joseph Hugh | 5,450 | $1.7M |
| 2026-07-09 | Garcia Kelly E | 487 | $0.1M |
| Trailing 12 mo | 12 filings | 37,586 | $13M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-14 | SCHEDULE 13G/A | T. Rowe Price Investment Management, Inc. | 3.90% | 1.3M sh |
| 2026-08-06 | SCHEDULE 13G/A | Abigail P. Johnson | 12.40% | 4.1M sh |
| 2026-05-07 | SCHEDULE 13G/A | Abigail P. Johnson | 10.20% | 3.4M sh |
| 2026-05-06 | SCHEDULE 13G | Abigail P. Johnson | 7.60% | 2.6M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-09-18 | 2026-10-13 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-09-18 | 2026-10-12 |
| Ron Wyden | Senate | BUY | $50,001 - $100,000 | 2020-05-05 | 2020-06-04 |
| Ron Wyden | Senate | BUY | $50,001 - $100,000 | 2020-05-05 | 2020-06-03 |
| Ronald Lee Wyden | Senate | BUY | $50,001 - $100,000 | 2020-05-05 | 2020-06-03 |
| Manager | Shares | Value |
|---|---|---|
| Ferguson Wellman Capital Managemen | 75,259 | $23M |
| Y-Intercept | 27,448 | $8M |
| Ghp Investment Advisors, Inc. | 13,756 | $4M |
| Wealth Enhancement Advisory Servic | 13,259 | $4M |
| Gateway Investment Advisers Llc | 11,137 | $3M |
| Kennon-Green & Company, Llc | 9,860 | $3M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $312M |
| VTSAX | 0.0% | $312M |
| VTI | 0.0% | $312M |
| VSMPX | 0.0% | $312M |
| VFFSX | 0.0% | $260M |
| VFINX | 0.0% | $260M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 0.9M | 28 sh |
| Mlix Instinct X | 0.9M | 36 sh |
| Sgmt Sigma X2 | 0.7M | 22 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.5M | 17 sh |
| Itgp Posit | 0.5M | 652 sh |
| Ebxl Level Ats | 0.5M | 12 sh |
| Region | Revenue | Share |
|---|---|---|
| Domestic Stores | $1.6B | 83% |
| International Franchise | $339M | 17% |
Moat score 36/100 — None; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Joseph Hugh Jordan | Chief Executive Officer & Director |
| Russell J. Weiner | Chief Executive Officer & Director |
| Sandeep Reddy | Executive Vice President & Chief Financial Officer |
| Kelly E. Garcia | Executive Vice President and Chief Technology & Data Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +5.8% | +4.1% | -1.3% | +5.1% | +5.0% |
| Gross profit | +5.9% | -2.3% | +4.8% | +7.0% | +6.8% |
| Operating income | +7.5% | -1.6% | +6.7% | +7.3% | +8.5% |
| Net income | +3.9% | -11.4% | +14.8% | +12.5% | +3.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.4 | 4.5 | 4.5 | 4.7 | 4.9 | |
| Cost of revenue | 2.7 | 2.9 | 2.8 | 2.9 | 3.0 | |
| Gross profit | 1.7 | 1.6 | 1.7 | 1.8 | 2.0 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | |
| Operating income | 0.8 | 0.8 | 0.8 | 0.9 | 1.0 | |
| EBITDA | 0.9 | 0.9 | 0.9 | 1.0 | 1.1 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | 0.6 | 0.6 | 0.7 | 0.7 | 0.8 | |
| Income tax | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | |
| Net income | 0.5 | 0.5 | 0.5 | 0.6 | 0.6 | |
| Diluted EPS ($) | 13.54 | 12.53 | 14.66 | 16.76 | 17.57 | |
| Diluted shares (M) | 38 | 36 | 35 | 35 | 34 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.1 | 0.1 | 0.2 | 0.4 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.3 | 0.3 | 0.3 | 0.3 | |
| Total current assets | 0.8 | 0.8 | 0.9 | 0.9 | |
| PP&E (net) | 0.5 | 0.5 | 0.5 | 0.5 | |
| Goodwill + intangibles | 0.1 | 0.1 | 0.2 | 0.2 | |
| Total assets | 1.6 | 1.7 | 1.7 | 1.8 | |
| Accounts payable | 0.1 | 0.1 | 0.1 | 0.1 | |
| Short-term debt | 0.1 | 0.1 | 1.1 | 0.1 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 0.5 | 0.5 | 1.6 | 0.5 | |
| Long-term debt | 4.9 | 4.9 | 3.8 | 4.9 | |
| Total liabilities | 5.8 | 5.7 | 5.7 | 5.7 | |
| Shareholders' equity | -4.2 | -4.1 | -4.0 | -3.9 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.5 | 0.5 | 0.6 | 0.6 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.1) | (0.0) | (0.0) | 0.1 | |
| Operating cash flow | 0.5 | 0.6 | 0.6 | 0.8 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.1) | (0.1) | (0.0) | (0.1) | |
| Buybacks | (0.3) | (0.3) | (0.3) | (0.4) | |
| Dividends paid | (0.2) | (0.2) | (0.2) | (0.2) | |
| Debt issuance / (repay) | (0.1) | (0.0) | (0.0) | (0.2) | |
| Financing cash flow | (0.5) | (0.5) | (0.5) | (0.8) | |
| Free cash flow | 0.4 | 0.5 | 0.5 | 0.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -13.6% | -10.8% | -12.6% | -14.5% | -15.3% | -18% | |
| ROA | 31.5% | 27.6% | 31.7% | 34.2% | 34.0% | 34.5% | |
| ROIC | 68.2% | 60.5% | 63.6% | 67.8% | 83.2% | 62.0% | |
| Gross margin | 38.7% | 36.3% | 38.6% | 39.3% | 40.0% | 40.0% | |
| Operating margin | 17.9% | 16.9% | 18.3% | 18.7% | 19.3% | 19.8% | |
| Net margin | 11.7% | 10.0% | 11.6% | 12.4% | 12.2% | 12.0% | |
| EBITDA margin | 20.4% | 18.8% | 20.8% | 21.4% | 21.5% | 20.2% | |
| FCF margin | 12.9% | 8.6% | 10.8% | 10.9% | 13.6% | — | |
| VALUATION | |||||||
| P/E | 38.37 | 26.20 | 27.11 | 24.51 | 24.21 | 17.0 | |
| P/B | -4.65 | -2.83 | -3.46 | -3.61 | -3.73 | -4.9 | |
| P/S | 4.49 | 2.61 | 3.14 | 3.04 | 2.95 | 2.02 | |
| P/FCF | 34.97 | 30.53 | 28.99 | 27.97 | 21.70 | 16.1 | |
| EV/EBITDA | 27.77 | 20.02 | 20.62 | 19.23 | 18.27 | 14.6 | |
| EV/Revenue | 5.68 | 3.76 | 4.28 | 4.11 | 3.92 | 2.9 | |
| Earnings yield | 2.6% | 3.8% | 3.7% | 4.1% | 4.1% | 5.98% | |
| FCF yield | 2.9% | 3.3% | 3.4% | 3.6% | 4.6% | 6.23% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.46 | 1.47 | 1.49 | 0.56 | 1.65 | 0.49 | |
| Quick ratio | 1.34 | 1.32 | 1.34 | 0.52 | 1.50 | 0.44 | |
| Debt / equity | -1.26 | -1.25 | -1.28 | -1.31 | -1.34 | -2.47 | |
| Debt / assets | 316.5% | 327.8% | 311.0% | 299.2% | 290.4% | 290.0% | |
| Net debt / EBITDA | 5.78 | 6.10 | 5.48 | 4.98 | 4.53 | 4.62 | |
| Interest coverage | 4.26 | 3.88 | 4.32 | 4.68 | 4.93 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 2.69 | 2.77 | 2.73 | 2.76 | 2.79 | 2.87 | |
| Receivables turnover | 17.43 | 17.69 | 16.58 | 15.90 | 15.35 | 17.7 | |
| DSO (days) | 21 | 21 | 22 | 23 | 24 | 21 | |
| DPO (days) | 13 | 11 | 13 | 12 | 14 | 16 | |
| Cash conversion cycle | 17 | 19 | 20 | 21 | 19 | 16 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 5.8% | 4.1% | -1.3% | 5.1% | 5.0% | — | |
| Net income growth | 3.9% | -11.4% | 14.8% | 12.5% | 3.0% | — | |
| EPS growth | 11.8% | -9.0% | 16.7% | 14.1% | 4.3% | — | |
| FCF growth | 11.1% | -30.7% | 25.1% | 5.5% | 31.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 13.92 | 12.66 | 14.77 | 16.86 | 17.57 | 18.45 | |
| Book value / share | -114.80 | -117.29 | -115.83 | -114.33 | -113.94 | -62.83 | |
| Revenue / share | 118.83 | 127.04 | 127.47 | 135.81 | 144.29 | 153.36 | |
| FCF / share | 15.27 | 10.87 | 13.81 | 14.77 | 19.61 | 19.24 | |
| Cash / share | 4.04 | 1.69 | 3.25 | 5.37 | 12.68 | 12.02 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 6.7% | 2.5% | 1.9% | 2.3% | 2.5% | 3.57% | |
| Altman Z-Score | 2.89 | 2.17 | 2.61 | 2.28 | 3.25 | 2.4 | |
| Piotroski F-Score | 6 | 6 | 8 | 8 | 9 | 8/9 | |
| Beneish M-Score | -2.59 | -2.50 | -2.54 | -2.55 | -2.86 | -2.89 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 2.4 | Grey zone | Grey |
| Income quality | 1.25 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.89 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.78 |
| Interest burden | 0.84 |
| Operating margin | 18.4% |
| Asset turnover | 2.96× |
| Financial leverage | -0.57× |
| = ROE | -20% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.92 |
| Earnings stability | 0.77 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 4.3% |
| EPS CAGR 3y | 7.7% |
| FCF CAGR 3y | 10.5% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| TXRH | $11.1B | 26.9 | 27% | 7.3% | +9.9% | 7/9 | -0.9% |
| EAT | $8.5B | 18.3 | 120% | 8.5% | +7.9% | 8/9 | +59.1% |
| BROS | $7.7B | 57.2 | 13% | 6.8% | +29.6% | 5/9 | -24.5% |
| YUMC | $15.5B | 16.5 | 17% | 7.8% | +8.8% | 7/9 | +4.8% |
| CAVA | $6.7B | 100.0 | 8% | 6.2% | +26.8% | 4/9 | — |
| CAKE | $5.7B | 30.0 | 39% | 6.6% | +5.7% | 7/9 | — |
| DRI | $24.5B | 21.0 | 55% | 7.3% | +8.1% | 7/9 | — |
| QSR | $26.1B | 18.2 | 36% | 20.1% | +6.5% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $5.19B | $5.25B / $5.11B | $19.11 | $19.34 / $18.53 | 20 |
| FY2026 | $5.23B | $5.28B / $5.18B | $19.54 | $20.12 / $19.13 | 21 |
| FY2027 | $5.28B | $5.33B / $5.14B | $20.65 | $21.23 / $20.33 | 20 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $343.70 | +11.4% | 10 |
| Last Quarter | $350.83 | +13.7% | 12 |
| Last Year | $404.00 | +30.9% | 45 |
| All Time | $445.87 | +44.5% | 164 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $299.84 | +8.80 | +2.93% | Above |
| SMA 50 | $320.52 | -11.88 | -3.71% | Below |
| SMA 200 | $347.27 | -38.63 | -11.12% | Below |
| EMA 9 | $303.21 | +5.43 | +1.79% | Above |
| EMA 21 | $304.85 | +3.79 | +1.24% | Above |
| EMA 50 | $313.59 | -4.95 | -1.58% | Below |
| EMA 200 | $345.50 | -36.86 | -10.67% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $302.91 / $306.63 / $310.16 | S1 / S2 | $299.38 / $295.66 |
| Bollinger (20,2) | $288.32 – $311.37 | Squeeze | ON |
| 52-wk range | $282.00 – $442.35 | Off 52-wk high | -30.2% |
| ATR (14) | $9.85 (3.2%) | Historical vol | 26.8% |
| Computed from live weekly prices | DPZ | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.09% | 1.83% |
| Best / worst week (1y) | +12.6% / -10.6% | — |
| Max drawdown (5y, monthly) | -43.9% | — |
| 1-week VaR (95%) | -8.3% | — |
| Beta (5y) | 0.95 | 1.00 |
| Reading | DPZ | Restaurants n=412 | Consumer Cyclical n=5,686 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -5.7 | -15.9 | -20.5 | -20.5 |
| Trend | -40.7 | -15.6 | -25.1 | -21.3 |
| Momentum | +17.9 | -10.1 | -15.0 | -15.8 |
| Volume | +48.1 | +0.0 | -10.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Russell J. Weiner Chief Executive Officer | $10.7M | 72% equity+incentive |
| Joseph H. Jordan Chief Operating Officer and | $4.9M | 54% equity+incentive |
| Sandeep Reddy Executive Vice President, Chie | $3.7M | 60% equity+incentive |
| Cynthia A. Headen Executive Vice President, | $2.8M | 69% equity+incentive |
| Kelly E. Garcia Executive Vice President, Ch | $2.5M | 59% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 48 |
| Social | 50 |
| Governance | 60 |
| Composite ESG | 53 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-10-13 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-10-08 | Officer/Director Change | 5.02 |
| 2026-07-20 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-14 | Officer/Director Change; Other Events; Exhibits | 5.02,8.01,9.01 |
| 2026-06-22 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-04-27 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-27 | Officer/Director Change | 5.02 |
| 2026-04-24 | Shareholder Vote | 5.07 |
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 · 2021-02-25 to 2026-10-13 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-28 to 2027-12-28 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 90 rows · 2001 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-22 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-05-06 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.