| Profitability | 64/100 |
| Growth | 38/100 |
| Momentum | 70/100 |
| Quality | 70/100 |
| Earnings Quality | 94/100 |
| Balance Sheet | 36/100 |
| Value | 47/100 |
| Risk (safety) | 30/100 |
| Overall | 46.6/100 |
| Symbol | IS Score |
|---|---|
| PSA | 72 |
| EGP | 74 |
| CUBE | 48 |
| REXR | 29 |
| FR | 69 |
| LINE | 33 |
| EXR | 47 |
These two disagree — business quality 47, price structure 72 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 46.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 52 → 48 → 49 → 47 | the direction matters more than the level |
| Technical vote share back above 50% | now 73% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 807 → now 801 | 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 | 801 | 209.3M | $28.2B | 99.2% | |
| 2026 Q1 | 764 | 201.8M | $24.0B | 95.7% | |
| 2025 Q4 | 742 | 214.2M | $25.5B | 101.5% | ex-outlier 85.2% |
| 2025 Q3 | 792 | 199.4M | $25.9B | 94.5% | |
| 2025 Q2 | 807 | 206.1M | $28.2B | 97.7% | |
| 2025 Q1 | 799 | 207.9M | $28.5B | 98.6% | |
| 2024 Q4 | 780 | 204.2M | $28.8B | 96.8% | |
| 2024 Q3 | 769 | 206.9M | $34.9B | 98.1% | |
| 2024 Q2 | 749 | 206.8M | $31.8B | 98.0% | |
| 2024 Q1 | 710 | 207.7M | $30.3B | 98.5% | |
| 2023 Q4 | 713 | 209.5M | $33.1B | 99.3% | |
| 2023 Q3 | 649 | 209.1M | $25.0B | 99.1% |
Why 2025-12 reads 101.55%. Institutions cannot hold more of a company than exists. The reported 214.2M shares exceed the 210.9M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 34,506,450 shares against 34,430,823 the prior quarter, a 1x jump, which alone would be 16.4% of the company. Excluding that filing, ownership is 85.2%. 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 |
|---|---|---|---|---|---|---|
| Margolis Joseph D | director, Chief Executive Officer | 2026-08-04 | GIFT | 13,503 | — | 83,757 |
| Margolis Joseph D | director, Chief Executive Officer | 2026-08-04 | GIFT | 13,503 | — | 79,998 |
| Dickens Zachary T | EVP, Chief Investment Officer | 2026-07-01 | TAX W/H | 164 | $0.02M | 33,712 |
| Springer William N | President | 2026-07-01 | TAX W/H | 138 | $0.02M | 27,794 |
| Norman Jeffrey Jay | Executive VP and CFO | 2026-07-01 | TAX W/H | 735 | $0.11M | 15,818 |
| Mcneal Gwyn Goodson | EVP/Chief Legal Officer | 2026-06-11 | SELL | 3,300 | $0.49M | 37,374 |
| Woolley Kenneth M. | director | 2026-05-14 | A-Award | 1,407 | $0.20M | 407,088 |
| Pittman Raymond J | director | 2026-05-14 | A-Award | 1,407 | $0.20M | 1,407 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 10,800 | $1.6M | Counted |
| F — Tax withholding | 31 | 15,470 | $2.3M | None — compensation |
| G — Gifts | 2 | 27,955 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-06-11 | Gwyn G Mcneal | 3,300 | $0.5M |
| 2026-03-13 | Joseph Daniel Margolis Trust | 7,500 | $1.1M |
| 2025-12-08 | Spencer Kirk On Behalf Of Kirk Humanitarian | 62,000 | $8.0M |
| 2025-10-01 | Joseph Daniel Margolis Trust | 7,500 | $1.1M |
| Trailing 12 mo | 4 filings | 80,300 | $11M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-14 | SCHEDULE 13G/A | Cohen & Steers Ireland Limited | 0.03% | 0.1M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.58% | 16.0M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-05-15 | SCHEDULE 13G | Cohen & Steers Ireland Limited | 0.01% | 0.0M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-04 | 2026-10-09 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2024-04-03 | 2024-05-15 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2024-04-03 | 2024-05-14 |
| Thomas Hawley Tuberville | Senate | SELL | $1,001 - $15,000 | 2024-04-03 | 2024-05-14 |
| Manager | Shares | Value |
|---|---|---|
| Gradient Investments Llc | 134,714 | $18M |
| Argent Capital Management Llc | 99,475 | $13M |
| Ifm Investors Pty Ltd | 88,808 | $12M |
| Czech National Bank | 60,703 | $8M |
| Fjarde Ap-Fonden /Fourth Swedish N | 60,066 | $8M |
| Moody Lynn Lieberson & Walker, Llc | 25,348 | $3M |
| Fund | Weight | Position |
|---|---|---|
| VGSNX | 1.6% | $1.1B |
| VNQ | 1.6% | $1.1B |
| VGSLX | 1.6% | $1.1B |
| VITSX | 0.0% | $880M |
| VSMPX | 0.0% | $880M |
| VTSAX | 0.0% | $880M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.0M | 38 sh |
| Ubsa Ubs Ats | 1.6M | 48 sh |
| Sgmt Sigma X2 | 0.9M | 33 sh |
| Ebxl Level Ats | 0.9M | 20 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.6M | 28 sh |
| Mspl Ms Pool (Ats-4) | 0.6M | 143 sh |
Moat score 50/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Joseph Daniel Margolis | Chief Executive Officer & Director |
| Samrat Sondhi | Executive VP & Chief Digital Officer |
| Noah Springer | President |
| W. Noah Springer | President |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +16.8% | +22.1% | +33.0% | +27.6% | +1.2% |
| Gross profit | +20.7% | +25.3% | +31.0% | +26.0% | -62.3% |
| Operating income | +46.5% | +7.6% | +11.4% | +13.1% | +12.5% |
| Net income | +71.8% | +4.0% | -6.7% | +6.4% | +14.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1.6 | 2.0 | 2.6 | 3.3 | 3.4 | |
| Cost of revenue | 0.4 | 0.4 | 0.6 | 0.8 | 2.4 | |
| Gross profit | 1.2 | 1.5 | 2.0 | 2.5 | 1.0 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.1 | 0.2 | 0.2 | 0.3 | 0.2 | |
| Operating income | 1.0 | 1.1 | 1.2 | 1.3 | 1.5 | |
| EBITDA | 1.1 | 1.4 | 1.8 | 2.3 | 2.4 | |
| D&A | 0.2 | 0.3 | 0.5 | 0.8 | 0.7 | |
| Pretax income | 0.9 | 0.9 | 0.9 | 0.9 | 1.1 | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | 0.8 | 0.9 | 0.8 | 0.9 | 1.0 | |
| Diluted EPS ($) | 6.19 | 6.41 | 4.74 | 4.03 | 4.59 | |
| Diluted shares (M) | 140 | 142 | 169 | 212 | 212 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.1 | 0.1 | 0.1 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.6 | 0.7 | 1.4 | 1.6 | |
| Total current assets | 0.8 | 0.9 | 1.7 | 1.8 | |
| PP&E (net) | 0.3 | 0.3 | 0.7 | 0.8 | |
| Goodwill + intangibles | 0.2 | 0.3 | 0.2 | 0.2 | |
| Total assets | 12.2 | 27.5 | 28.8 | 29.3 | |
| Accounts payable | 0.2 | 0.3 | 0.3 | 0.0 | |
| Short-term debt | 0.9 | 0.7 | 1.4 | 1.4 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 1.2 | 1.1 | 1.8 | 1.4 | |
| Long-term debt | 6.4 | 10.3 | 11.0 | 12.6 | |
| Total liabilities | 8.1 | 12.0 | 14.0 | 14.9 | |
| Shareholders' equity | 4.1 | 15.4 | 14.9 | 14.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.9 | 0.9 | 0.9 | 1.0 | |
| D&A | 0.3 | 0.5 | 0.8 | 0.7 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | 0.0 | (0.0) | 0.1 | (0.0) | |
| Operating cash flow | 1.2 | 1.4 | 1.9 | 1.9 | |
| Capital expenditures | (0.0) | (0.0) | (0.0) | (0.0) | |
| Investing cash flow | (1.6) | (1.8) | (1.6) | (0.8) | |
| Buybacks | (0.1) | 0.0 | 0.0 | (0.1) | |
| Dividends paid | (0.8) | (1.0) | (1.4) | (1.4) | |
| Debt issuance / (repay) | 1.4 | 1.6 | 1.3 | 0.6 | |
| Financing cash flow | 0.4 | 0.4 | (0.2) | (1.0) | |
| Free cash flow | 1.2 | 1.4 | 1.9 | 1.8 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 29.2% | 27.0% | 9.1% | 6.0% | 7.1% | 7% | |
| ROA | 8.3% | 7.6% | 4.1% | 3.0% | 3.4% | 3.2% | |
| ROIC | 10.3% | 9.6% | 4.5% | 4.8% | 5.1% | -6122.9% | |
| Gross margin | 76.4% | 78.5% | 77.3% | 76.3% | 28.4% | 23.0% | |
| Operating margin | 60.6% | 53.4% | 44.7% | 39.6% | 44.1% | 43.4% | |
| Net margin | 51.4% | 43.8% | 30.7% | 25.6% | 28.8% | 28.0% | |
| EBITDA margin | 68.9% | 69.6% | 68.5% | 67.7% | 71.5% | 92.2% | |
| FCF margin | 58.9% | 61.8% | 53.0% | 55.9% | 54.6% | — | |
| VALUATION | |||||||
| P/E | 32.83 | 21.54 | 40.28 | 35.43 | 29.55 | 30.8 | |
| P/B | 8.71 | 5.68 | 2.25 | 2.17 | 2.14 | 2.2 | |
| P/S | 16.86 | 9.42 | 12.37 | 9.07 | 8.52 | 8.61 | |
| P/FCF | 28.60 | 15.24 | 23.34 | 16.21 | 15.60 | 16.7 | |
| EV/EBITDA | 30.06 | 19.08 | 24.28 | 19.10 | 13.66 | 13.7 | |
| EV/Revenue | 20.66 | 13.22 | 16.64 | 12.93 | 12.91 | 12.6 | |
| Earnings yield | 3.0% | 4.6% | 2.5% | 2.8% | 3.4% | 3.25% | |
| FCF yield | 3.5% | 6.6% | 4.3% | 6.2% | 6.4% | 5.98% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.83 | 0.67 | 0.85 | 0.93 | 1.28 | 0.34 | |
| Quick ratio | 0.83 | 0.67 | 0.85 | 0.93 | 1.28 | 0.34 | |
| Debt / equity | 1.99 | 2.32 | 0.78 | 0.93 | 1.11 | 1.09 | |
| Debt / assets | 59.1% | 62.1% | 41.0% | 45.2% | 51.2% | 48.6% | |
| Net debt / EBITDA | 5.53 | 5.48 | 6.22 | 5.70 | 4.65 | 4.34 | |
| Interest coverage | 5.22 | 4.92 | 2.95 | 2.49 | 1.67 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.16 | 0.17 | 0.13 | 0.12 | 0.12 | 0.12 | |
| Receivables turnover | 8.54 | 5.41 | 3.78 | 3.15 | 2.23 | 2.0 | |
| DSO (days) | 43 | 68 | 97 | 116 | 164 | — | |
| DPO (days) | 131 | 127 | 156 | 161 | 26 | 62 | |
| Cash conversion cycle | -88 | -60 | -59 | -45 | 138 | -62 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 16.8% | 22.1% | 33.0% | 27.6% | 1.2% | — | |
| Net income growth | 71.7% | 4.0% | -6.6% | 6.4% | 14.0% | — | |
| EPS growth | 68.1% | 2.4% | -39.1% | 10.5% | 9.2% | — | |
| FCF growth | 24.2% | 28.1% | 14.1% | 34.7% | -1.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 5.86 | 6.00 | 3.65 | 4.03 | 4.41 | 4.54 | |
| Book value / share | 22.09 | 22.74 | 65.42 | 65.87 | 60.77 | 67.21 | |
| Revenue / share | 11.41 | 13.71 | 11.89 | 15.76 | 15.28 | 16.24 | |
| FCF / share | 6.72 | 8.48 | 6.30 | 8.82 | 8.35 | 8.36 | |
| Cash / share | 0.50 | 0.65 | 0.45 | 0.65 | 0.63 | 3.30 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.3% | 0.0% | 0.0% | 0.5% | 0.45% | |
| Altman Z-Score | 2.83 | 1.77 | 1.84 | 1.53 | 1.50 | 1.4 | |
| Piotroski F-Score | 7 | 4 | 6 | 8 | 6 | 6/9 | |
| Beneish M-Score | -1.89 | -2.34 | -2.19 | -1.95 | -3.60 | -3.28 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 1.4 | Distress (<1.81) | Distress |
| Income quality | 1.87 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.28 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | -38.65 |
| Interest burden | -0.01 |
| Operating margin | 71.0% |
| Asset turnover | 0.12× |
| Financial leverage | 2.18× |
| = ROE | 7% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.89 |
| Earnings stability | 0.62 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 18.4% |
| EPS CAGR 3y | -8.8% |
| FCF CAGR 3y | 13.4% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| PSA | $55.7B | 28.4 | 22% | 40.6% | +3.0% | 6/9 | -1.7% |
| EGP | $10.6B | 34.4 | 9% | 39.1% | +11.3% | 7/9 | +15.3% |
| CUBE | $8.8B | 26.7 | 12% | 31.3% | +3.9% | 6/9 | -6.9% |
| REXR | $8.4B | -20.1 | -5% | — | -0.2% | 4/9 | -14.5% |
| FR | $7.8B | 21.4 | 13% | 39.5% | +8.4% | 7/9 | — |
| LINE | $7.6B | -46.0 | -2% | -2.1% | +1.0% | 5/9 | — |
| PLD | $119.5B | 27.7 | 8% | 43.8% | +7.3% | 6/9 | — |
| TRNO | $7.0B | 17.2 | 9% | 46.2% | +18.0% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $3.51B | $3.54B / $3.50B | $4.66 | $4.70 / $4.60 | 7 |
| FY2027 | $3.62B | $3.69B / $3.59B | $4.87 | $4.92 / $4.80 | 7 |
| FY2028 | $3.72B | $3.77B / $3.67B | $5.16 | $5.45 / $4.90 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $148.33 | +6.2% | 3 |
| Last Quarter | $156.00 | +11.7% | 10 |
| Last Year | $152.74 | +9.4% | 27 |
| All Time | $160.00 | +14.6% | 48 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $134.02 | +5.59 | +4.17% | Above |
| SMA 50 | $138.97 | +0.64 | +0.46% | Above |
| SMA 200 | $141.71 | -2.10 | -1.48% | Below |
| EMA 9 | $135.51 | +4.10 | +3.03% | Above |
| EMA 21 | $135.30 | +4.31 | +3.19% | Above |
| EMA 50 | $137.93 | +1.68 | +1.22% | Above |
| EMA 200 | $140.92 | -1.31 | -0.93% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $137.33 / $138.42 / $139.15 | S1 / S2 | $136.60 / $135.51 |
| Bollinger (20,2) | $129.95 – $138.08 | Squeeze | Off |
| 52-wk range | $124.19 – $158.88 | Off 52-wk high | -12.1% |
| ATR (14) | $2.69 (1.9%) | Historical vol | 19.4% |
| Computed from live weekly prices | EXR | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.27% | 1.83% |
| Best / worst week (1y) | +5.4% / -10.6% | — |
| Max drawdown (5y, monthly) | -47.1% | — |
| 1-week VaR (95%) | -5.3% | — |
| Beta (5y) | 1.18 | 1.00 |
| Reading | EXR | REIT - Industrial n=107 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -4.0 | -31.6 | -28.0 | -20.5 |
| Trend | -23.1 | -41.5 | -37.3 | -21.3 |
| Momentum | +43.3 | -6.2 | -17.0 | -15.8 |
| Volume | +30.4 | -49.0 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Joseph D. Margolis Chief Executive Officer | $14.2M | 90% equity+incentive |
| Scott Stubbs Former Chief Financial Officer | $4.5M | 85% equity+incentive |
| Noah Springer President and former Chief Str | $4.2M | 84% equity+incentive |
| Samrat Sondhi Chief Digital Officer | $4.1M | 84% equity+incentive |
| Zach Dickens Chief Investment Officer | $4.1M | 84% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 43 |
| Social | 48 |
| Governance | 54 |
| Composite ESG | 48 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-24 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-07-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-06 | Material Agreement; Financial Obligation; Exhibits | 1.01,2.03,9.01 |
| 2026-06-25 | Other Events; Exhibits | 8.01,9.01 |
| 2026-05-15 | Shareholder Vote | 5.07 |
| 2026-04-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-19 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2026-01-05 | Departure/Election of Directors; Appointment of Officers; Regulation F | 5.02,7.01,9.01 |
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 · 2020-08-04 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 | 88 rows · 2004 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-14 to 2026-08-04 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-05-15 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.