| Profitability | 57/100 |
| Growth | 41/100 |
| Momentum | 71/100 |
| Quality | 80/100 |
| Earnings Quality | 77/100 |
| Balance Sheet | 54/100 |
| Value | 46/100 |
| Risk (safety) | 100/100 |
| Overall | 63.4/100 |
| Symbol | IS Score |
|---|---|
| TT | 66 |
| ITW | 60 |
| CMI | 58 |
| PH | 67 |
| PCAR | 49 |
| ROK | 72 |
| EMR | 63 |
Both readings sit above the midpoint — business quality at 63 and price structure at 78 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 63.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 62 → 56 → 63 → 63 | 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 2,301 → now 2,301 | 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 | 2,301 | 462.9M | $64.2B | 82.8% |
| 2026 Q1 | 2,212 | 455.9M | $58.7B | 81.6% |
| 2025 Q4 | 2,221 | 462.9M | $60.7B | 82.8% |
| 2025 Q3 | 2,105 | 452.8M | $58.6B | 81.0% |
| 2025 Q2 | 2,142 | 461.6M | $60.7B | 82.6% |
| 2025 Q1 | 2,080 | 456.1M | $49.3B | 81.6% |
| 2024 Q4 | 2,124 | 447.4M | $54.4B | 80.1% |
| 2024 Q3 | 1,948 | 443.1M | $47.2B | 79.3% |
| 2024 Q2 | 1,955 | 437.4M | $47.4B | 78.3% |
| 2024 Q1 | 1,963 | 432.1M | $48.0B | 77.3% |
| 2023 Q4 | 1,868 | 426.1M | $41.0B | 76.2% |
| 2023 Q3 | 1,804 | 422.4M | $41.2B | 75.6% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Karsanbhai Surendralal Lanca | director, President & CEO | 2026-08-11 | SELL | 9,650 | $1.56M | 271,743 |
| Train Michael H. | SVP & Chief Sustain Officer | 2026-08-06 | SELL | 7,329 | $1.17M | 238,516 |
| Piazza Nicholas J. | Senior VP & CPO | 2026-08-03 | TAX W/H | 1,453 | $0.22M | 30,316 |
| Newstead Jennifer | director | 2026-08-03 | A-Award | 622 | — | 622 |
| Krishnan Ram R. | Executive Vice Pres & COO | 2026-06-01 | SELL | 11,500 | $1.62M | 159,639 |
| Train Michael H. | SVP & Chief Sustain Officer | 2026-04-06 | TAX W/H | 5,286 | $0.70M | 245,711 |
| Karsanbhai Surendralal Lanca | director, President & CEO | 2026-03-10 | SELL | 5,700 | $0.81M | 281,393 |
| Krishnan Ram R. | Executive Vice Pres & COO | 2026-03-09 | GIFT | 6,680 | — | 171,139 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 4 | 34,179 | $5.2M | Counted |
| F — Tax withholding | 2 | 6,739 | $0.9M | None — compensation |
| G — Gifts | 1 | 6,680 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-11 | Karsanbhai Surendralal Lanca | 9,650 | $1.6M |
| 2026-08-06 | Michael H. Train | 7,329 | $1.2M |
| 2026-06-01 | Krishnan Ram R. | 11,500 | $1.6M |
| 2026-02-12 | Karsanbhai Surendralal Lanca | 22,500 | $3.3M |
| Trailing 12 mo | 9 filings | 72,261 | $11M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.50% | 42.2M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Kevin Hern | House | SELL | $15,001 - $50,000 | 2026-09-17 | 2026-10-14 |
| Kevin Hern | House | SELL | $15,001 - $50,000 | 2026-09-17 | 2026-10-13 |
| Thomas R. Carper | Senate | BUY | $1,001 - $15,000 | 2024-05-09 | 2024-06-03 |
| Thomas R. Carper | Senate | BUY | $1,001 - $15,000 | 2024-05-09 | 2024-06-02 |
| Thomas Richard Carper | Senate | BUY | $1,001 - $15,000 | 2024-05-09 | 2024-06-02 |
| Manager | Shares | Value |
|---|---|---|
| Sarasin & Partners Llp | 1.2M | $178M |
| Vontobel Holding Ltd. | 731,394 | $113M |
| Davenport & Co Llc | 582,151 | $91M |
| Wealth Enhancement Advisory Servic | 285,086 | $32M |
| Deprince Race & Zollo Inc | 277,019 | $43M |
| Ferguson Wellman Capital Managemen | 267,331 | $41M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $2.7B |
| VSMPX | 0.1% | $2.7B |
| VTSAX | 0.1% | $2.7B |
| VTI | 0.1% | $2.7B |
| VFINX | 0.1% | $2.3B |
| VOO | 0.1% | $2.3B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 5.0M | 51 sh |
| Ubsa Ubs Ats | 4.5M | 59 sh |
| Ebxl Level Ats | 2.9M | 35 sh |
| Sgmt Sigma X2 | 2.6M | 48 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.2M | 48 sh |
| Mspl Ms Pool (Ats-4) | 1.8M | 162 sh |
| Region | Revenue | Share |
|---|---|---|
| Americas | $9.2B | 51% |
| Asia, Middle East & Africa | $5.4B | 30% |
| Europe | $3.4B | 19% |
Moat score 52/100 — Weak; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Surendralal Lanca Karsanbhai | President, Chief Executive Officer & Director |
| Ram R. Krishnan | Executive Vice President & Chief Operating Officer |
| Michael J. Baughman | Executive Vice President, Chief Accounting Officer & Chief Financial Officer |
| Michael H. Train | Senior Vice President & Chief Sustainability Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | -23.0% | +6.7% | +9.9% | +15.3% | +3.0% |
| Gross profit | -18.2% | +10.1% | +17.8% | +19.6% | +7.1% |
| Operating income | -29.6% | +20.3% | +17.1% | -3.4% | -16.1% |
| Net income | +17.2% | +40.3% | +309.1% | -85.1% | +16.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 12.9 | 13.8 | 15.2 | 17.5 | 18.0 | |
| Cost of revenue | 7.2 | 7.5 | 7.7 | 8.6 | 8.5 | |
| Gross profit | 5.7 | 6.3 | 7.4 | 8.9 | 9.5 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 3.5 | 3.6 | 4.2 | 5.1 | 5.1 | |
| Operating income | 2.0 | 2.4 | 2.8 | 2.7 | 2.2 | |
| EBITDA | 2.7 | 3.5 | 4.2 | 4.0 | 4.9 | |
| D&A | 0.8 | 0.8 | 1.1 | 1.7 | 1.7 | |
| Pretax income | 1.8 | 2.4 | 2.9 | 2.0 | 2.9 | |
| Income tax | 0.3 | 0.5 | 0.6 | 0.4 | 0.7 | |
| Net income | 2.3 | 3.2 | 13.2 | 2.0 | 2.3 | |
| Diluted EPS ($) | 3.83 | 4.60 | 3.73 | 3.43 | 4.04 | |
| Diluted shares (M) | 602 | 593 | 577 | 574 | 567 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 1.8 | 8.1 | 3.6 | 1.5 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.3 | 2.5 | 2.9 | 3.1 | |
| Total current assets | 8.5 | 13.8 | 10.2 | 8.6 | |
| PP&E (net) | 2.2 | 2.4 | 3.5 | 3.5 | |
| Goodwill + intangibles | 20.5 | 20.7 | 28.5 | 27.7 | |
| Total assets | 35.7 | 42.7 | 44.2 | 42.0 | |
| Accounts payable | 1.3 | 1.3 | 1.3 | 1.4 | |
| Short-term debt | 2.1 | 0.5 | 0.5 | 4.8 | |
| Deferred revenue | 0.0 | 0.0 | 1.0 | 1.0 | |
| Total current liabilities | 7.8 | 5.0 | 5.7 | 9.8 | |
| Long-term debt | 8.3 | 7.6 | 7.2 | 8.3 | |
| Total liabilities | 19.4 | 16.1 | 16.7 | 21.7 | |
| Shareholders' equity | 16.3 | 26.6 | 27.5 | 20.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.9 | 2.3 | 1.6 | 2.2 | |
| D&A | 0.8 | 1.1 | 1.7 | 1.5 | |
| Stock-based compensation | 0.1 | 0.2 | 0.3 | 0.3 | |
| Working capital change | (0.3) | (0.1) | (0.2) | (0.0) | |
| Operating cash flow | 2.9 | 0.6 | 3.3 | 3.1 | |
| Capital expenditures | (0.5) | (0.4) | (0.4) | (0.4) | |
| Investing cash flow | (5.3) | 12.4 | (5.4) | (0.6) | |
| Buybacks | (0.5) | (2.2) | (0.6) | (1.2) | |
| Dividends paid | (1.2) | (1.2) | (1.2) | (1.2) | |
| Debt issuance / (repay) | 3.7 | (3.2) | (0.6) | 5.2 | |
| Financing cash flow | 2.0 | (6.8) | (2.5) | (4.5) | |
| Free cash flow | 2.4 | 0.3 | 2.9 | 2.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 25.2% | 31.9% | 85.1% | 9.3% | 10.9% | 13% | |
| ROA | 9.7% | 10.7% | 33.7% | 4.5% | 5.3% | 6.1% | |
| ROIC | 16.4% | 11.0% | 10.2% | 8.0% | 8.3% | 7.9% | |
| Gross margin | 44.3% | 45.7% | 49.0% | 50.8% | 52.8% | 53.2% | |
| Operating margin | 15.1% | 17.1% | 18.2% | 15.2% | 12.4% | 20.1% | |
| Net margin | 17.8% | 23.4% | 87.2% | 11.3% | 12.7% | 13.8% | |
| EBITDA margin | 20.8% | 25.4% | 27.8% | 23.1% | 27.0% | 28.5% | |
| FCF margin | 16.4% | 15.7% | 1.8% | 16.7% | 14.8% | — | |
| VALUATION | |||||||
| P/E | 22.51 | 12.63 | 4.03 | 31.26 | 32.23 | 35.2 | |
| P/B | 5.24 | 3.94 | 2.57 | 2.84 | 3.64 | 4.4 | |
| P/S | 2.84 | 2.67 | 3.51 | 3.52 | 4.10 | 4.83 | |
| P/FCF | 17.31 | 17.06 | 194.35 | 21.12 | 27.70 | 26.0 | |
| EV/EBITDA | 14.00 | 12.85 | 13.30 | 16.15 | 17.47 | 19.1 | |
| EV/Revenue | 3.10 | 3.25 | 3.55 | 3.79 | 4.78 | 5.5 | |
| Earnings yield | 4.4% | 7.9% | 24.8% | 3.2% | 3.1% | 2.86% | |
| FCF yield | 5.8% | 5.9% | 0.5% | 4.7% | 3.6% | 3.84% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.35 | 1.09 | 2.75 | 1.77 | 0.88 | 0.90 | |
| Quick ratio | 1.02 | 0.87 | 2.35 | 1.40 | 0.65 | 0.66 | |
| Debt / equity | 0.72 | 1.03 | 0.41 | 0.39 | 0.68 | 0.68 | |
| Debt / assets | 28.6% | 30.0% | 20.0% | 18.9% | 32.8% | 32.7% | |
| Net debt / EBITDA | 1.17 | 2.30 | 0.13 | 1.16 | 2.48 | 2.19 | |
| Interest coverage | 18.50 | 13.07 | 11.46 | 7.09 | 6.74 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.77 | 0.51 | 0.39 | 0.40 | 0.42 | 0.44 | |
| Receivables turnover | 6.32 | 5.84 | 6.35 | 6.42 | 5.98 | 6.1 | |
| DSO (days) | 58 | 63 | 58 | 57 | 61 | 60 | |
| DPO (days) | 65 | 73 | 60 | 55 | 58 | 67 | |
| Cash conversion cycle | 60 | 71 | 86 | 90 | 97 | 98 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 8.6% | -16.3% | -0.7% | 15.3% | 3.0% | — | |
| Net income growth | 17.2% | 40.3% | 309.1% | -85.1% | 16.5% | — | |
| EPS growth | 17.3% | 41.7% | 323.2% | -85.1% | 18.3% | — | |
| FCF growth | 17.6% | -20.1% | -88.5% | 963.1% | -8.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.84 | 5.43 | 23.00 | 3.43 | 4.05 | 4.61 | |
| Book value / share | 16.46 | 17.43 | 36.00 | 37.67 | 35.87 | 36.50 | |
| Revenue / share | 30.37 | 25.69 | 26.39 | 30.45 | 31.86 | 33.35 | |
| FCF / share | 4.99 | 4.02 | 0.48 | 5.07 | 4.72 | 6.19 | |
| Cash / share | 3.92 | 3.03 | 14.01 | 6.25 | 2.73 | 3.90 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 1.0% | 1.2% | 4.2% | 1.0% | 1.7% | 1.24% | |
| Altman Z-Score | 4.83 | 3.09 | 4.12 | 4.19 | 4.06 | 4.6 | |
| Piotroski F-Score | 7 | 5 | 7 | 7 | 7 | 9/9 | |
| Beneish M-Score | -2.59 | -2.42 | -1.00 | -2.46 | -2.52 | -2.61 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 9 / 9 | Strong | |
| Altman Z-Score | 4.6 | Safe (>2.99) | Safe |
| Income quality | 1.52 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.61 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.79 |
| Interest burden | 0.86 |
| Operating margin | 20.6% |
| Asset turnover | 0.44× |
| Financial leverage | 2.11× |
| = ROE | 13% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.16 |
| Earnings stability | 0.02 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 4.3% |
| EPS CAGR 3y | -41.6% |
| FCF CAGR 3y | 18.0% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| TT | $101.0B | 34.5 | 36% | 14.6% | +7.0% | 6/9 | +11.4% |
| ITW | $77.5B | 24.6 | 105% | 18.9% | +4.3% | 6/9 | +10.3% |
| CMI | $73.1B | 27.0 | 22% | 9.9% | +2.9% | 6/9 | +26.2% |
| PH | $121.5B | 33.3 | 25% | 19.0% | +8.3% | 9/9 | +33.8% |
| PCAR | $58.3B | 23.3 | 13% | 10.0% | -12.3% | 5/9 | — |
| ROK | $47.4B | 39.9 | 35% | 17.6% | +11.3% | 9/9 | — |
| CARR | $45.3B | 37.8 | 9% | 7.9% | -1.6% | 4/9 | — |
| GEV | $245.3B | 26.1 | 91% | 6.0% | +13.0% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $18.89B | $19.12B / $18.76B | $6.56 | $6.59 / $6.52 | 16 |
| FY2027 | $19.94B | $20.41B / $19.59B | $7.30 | $7.45 / $7.14 | 17 |
| FY2028 | $21.02B | $21.67B / $20.22B | $8.08 | $8.60 / $7.20 | 9 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $178.50 | +10.5% | 2 |
| Last Quarter | $169.67 | +5.1% | 9 |
| Last Year | $163.90 | +1.5% | 30 |
| All Time | $130.91 | -18.9% | 87 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $159.06 | +2.41 | +1.52% | Above |
| SMA 50 | $156.35 | +5.12 | +3.27% | Above |
| SMA 200 | $145.84 | +15.63 | +10.72% | Above |
| EMA 9 | $161.16 | +0.31 | +0.19% | Above |
| EMA 21 | $158.96 | +2.51 | +1.58% | Above |
| EMA 50 | $155.48 | +5.99 | +3.85% | Above |
| EMA 200 | $145.96 | +15.51 | +10.63% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $160.36 / $164.02 / $165.88 | S1 / S2 | $158.50 / $154.84 |
| Bollinger (20,2) | $152.63 – $165.50 | Squeeze | Off |
| 52-wk range | $122.64 – $165.79 | Off 52-wk high | -2.6% |
| ATR (14) | $3.88 (2.4%) | Historical vol | 18.5% |
| Computed from live weekly prices | EMR | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.02% | 1.83% |
| Best / worst week (1y) | +11.1% / -7.1% | — |
| Max drawdown (5y, monthly) | -42.5% | — |
| 1-week VaR (95%) | -6.3% | — |
| Beta (5y) | 1.23 | 1.00 |
| Reading | EMR | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +14.7 | -26.7 | -24.1 | -20.5 |
| Trend | +44.0 | -31.6 | -26.2 | -21.3 |
| Momentum | +17.6 | -31.2 | -24.5 | -15.8 |
| Volume | +46.6 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| S. L. Karsanbhai President and Chief Executi | $21.2M | 90% equity+incentive |
| R. Krishnan Executive Vice President and Chi | $9.0M | 87% equity+incentive |
| M. J. Baughman Executive Vice President, Chi | $5.7M | 81% equity+incentive |
| M. H. Train Senior Vice President and Chief | $4.2M | 75% equity+incentive |
| M. Tang Senior Vice President, Secretary and | $3.7M | 76% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 61 |
| Social | 66 |
| Governance | 63 |
| Composite ESG | 63 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-10-13 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-05 | Earnings Release; Officer/Director Change; Regulation FD; Exhibits | 2.02,5.02,7.01,9.01 |
| 2026-02-13 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,9.01 |
| 2026-02-06 | Submission of Matters to a Vote of Security Holders | 5.07 |
| 2026-02-03 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-11-20 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-11-14 | Departure/Election of Directors; Appointment of Officers | 5.02 |
| 2025-11-05 | Results of Operations and Financial Condition; Other Events; Financial | 2.02,8.01,9.01 |
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 · 2020-11-03 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-09-30 to 2028-09-30 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 119 rows · 1996 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 9 rows · 2026-03-09 to 2026-08-11 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 2 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.