| Profitability | 51/100 |
| Growth | 1/100 |
| Momentum | 40/100 |
| Quality | 74/100 |
| Earnings Quality | 78/100 |
| Balance Sheet | 52/100 |
| Value | 45/100 |
| Risk (safety) | 80/100 |
| Overall | 45.4/100 |
| Symbol | IS Score |
|---|---|
| MKSI | 64 |
| TRMB | 43 |
| FN | 53 |
| TDY | 68 |
| JBL | 61 |
| TTMI | 56 |
| FTV | 45 |
These two disagree — business quality 45, price structure 74 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 45.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 49 → 47 → 45 → 45 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 860 → now 809 | 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 | 809 | 331.6M | $18.6B | 109.0% | ex-outlier 94.5% |
| 2026 Q1 | 780 | 321.8M | $16.3B | 105.8% | ex-outlier 91.6% |
| 2025 Q4 | 780 | 327.8M | $16.7B | 107.8% | |
| 2025 Q3 | 730 | 315.7M | $14.5B | 103.8% | |
| 2025 Q2 | 792 | 328.8M | $15.5B | 108.1% | |
| 2025 Q1 | 837 | 448.0M | $21.0B | 147.3% | |
| 2024 Q4 | 844 | 439.5M | $20.9B | 144.5% | |
| 2024 Q3 | 838 | 434.3M | $22.4B | 142.8% | |
| 2024 Q2 | 829 | 440.0M | $22.1B | 144.6% | |
| 2024 Q1 | 860 | 441.6M | $25.6B | 145.2% | |
| 2023 Q4 | 810 | 443.1M | $22.0B | 145.7% | |
| 2023 Q3 | 767 | 452.7M | $22.7B | 148.8% |
Why 2026-06 reads 109.00%. Institutions cannot hold more of a company than exists. The reported 331.6M shares exceed the 304.2M outstanding, and a single filer accounts for the excess: Dodge & Cox reports 43,979,772 shares against 43,156,197 the prior quarter, a 1x jump, which alone would be 14.5% of the company. Excluding that filing, ownership is 94.5%. 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 105.78%. Institutions cannot hold more of a company than exists. The reported 321.8M shares exceed the 304.2M outstanding, and a single filer accounts for the excess: Dodge & Cox reports 43,156,197 shares against 44,157,822 the prior quarter, a 1x jump, which alone would be 14.2% of the company. Excluding that filing, ownership is 91.6%. 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 |
|---|---|---|---|---|---|---|
| Soroye Olumide | director, President & CEO | 2026-09-25 | A-Award | 15 | — | 11,968 |
| Okerstrom Mark D | SVP - Chief Financial Officer | 2026-09-25 | A-Award | 5 | — | 3,915 |
| Mulhall Christopher M. | VP - Chief Accounting Officer | 2026-09-25 | A-Award | 8 | — | 6,428 |
| Mulhall Christopher M. | VP - Chief Accounting Officer | 2026-09-25 | A-Award | 2 | — | 1,710 |
| Underwood Peter C | SVP - Chief Legal Officer | 2026-09-25 | A-Award | 17 | — | 13,954 |
| Lassiter Wright Iii | director | 2026-09-25 | L-Small | 5 | $0.00M | 25,766 |
| Desjourdy Amee | SVP - Chief People Officer | 2026-09-25 | A-Award | 1 | — | 1,066 |
| Underwood Peter C | SVP - Chief Legal Officer | 2026-08-10 | SELL | 8,662 | $0.53M | 79,118 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 56,219 | $3.4M | Counted |
| M — Exercises (paired A/D) | 1 | 47,557 | $1.4M | None — mechanics |
| F — Tax withholding | 9 | 22,475 | $1.3M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-10 | Underwood Peter C | 8,662 | $0.5M |
| 2026-06-18 | Branderiz Eric | 15,897 | $1.0M |
| 2026-05-04 | Underwood Peter C | 47,557 | $2.9M |
| 2026-03-23 | Schwarz Jonathan L | 1,692 | $0.1M |
| Trailing 12 mo | 10 filings | 161,360 | $9M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-05-15 | SCHEDULE 13G/A | T. Rowe Price Associates, Inc. | 7.70% | 23.8M sh |
| 2026-05-15 | SCHEDULE 13G/A | Shabet Rose Sharon | 7.10% | 22.5M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.59% | 23.4M 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 | 2026-07-07 | 2026-08-12 |
| Gilbert Cisneros | House | SELL | $15,001 - $50,000 | 2025-09-30 | 2025-10-13 |
| Gilbert Ray Cisneros | House | SELL | $15,001 - $50,000 | 2025-09-29 | 2025-10-10 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2020-10-09 | 2021-08-06 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2020-10-09 | 2021-08-05 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2020-10-09 | 2020-11-19 |
| Manager | Shares | Value |
|---|---|---|
| Perpetual Ltd | 709,436 | $39M |
| Czech National Bank | 86,777 | $5M |
| Asr Vermogensbeheer N.V. | 83,255 | $5M |
| Mn Services Vermogensbeheer B.V. | 82,909 | $5M |
| Fjarde Ap-Fonden /Fourth Swedish N | 63,156 | $3M |
| Ifm Investors Pty Ltd | 61,997 | $3M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $524M |
| VTSAX | 0.0% | $524M |
| VTI | 0.0% | $524M |
| VSMPX | 0.0% | $524M |
| VFINX | 0.0% | $435M |
| VOO | 0.0% | $435M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 4.3M | 59 sh |
| Ubsa Ubs Ats | 3.6M | 59 sh |
| Ebxl Level Ats | 2.7M | 32 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.7M | 69 sh |
| Sgmt Sigma X2 | 2.2M | 63 sh |
| Mspl Ms Pool (Ats-4) | 1.7M | 200 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $3.4B | 54% |
| Countries Excluding United States and China | $2.2B | 35% |
| CHINA | $648M | 10% |
Moat score 55/100 — Narrow; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Mark D. Okerstrom | Senior Vice President & Chief Financial Officer |
| Olumide Soroye | President, Chief Executive Officer & Director |
| Amee Desjourdy | Senior Vice President & Chief People Officer |
| Peter C. Underwood | Senior Vice President & Chief Legal Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +13.4% | +10.9% | +4.1% | +2.7% | -17.5% |
| Gross profit | +15.0% | +11.7% | +6.9% | +3.8% | -16.0% |
| Operating income | +27.9% | +20.9% | +12.8% | +3.8% | -22.8% |
| Net income | -62.3% | +24.1% | +14.6% | -3.8% | -30.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 5.3 | 5.8 | 6.1 | 6.2 | 5.1 | |
| Cost of revenue | 2.2 | 2.5 | 2.5 | 2.5 | 2.0 | |
| Gross profit | 3.0 | 3.4 | 3.6 | 3.7 | 3.1 | |
| R&D expense | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | |
| SG&A expense | 1.8 | 2.0 | 2.1 | 2.1 | 1.9 | |
| Operating income | 0.8 | 1.0 | 1.1 | 1.2 | 0.9 | |
| EBITDA | 1.2 | 1.4 | 1.6 | 1.7 | 1.2 | |
| D&A | 0.4 | 0.5 | 0.5 | 0.5 | 0.3 | |
| Pretax income | 0.7 | 0.9 | 1.0 | 1.0 | 0.8 | |
| Income tax | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Net income | 0.6 | 0.8 | 0.9 | 0.8 | 0.6 | |
| Diluted EPS ($) | 1.63 | 2.09 | 2.43 | 2.36 | 1.74 | |
| Diluted shares (M) | 352 | 361 | 356 | 353 | 319 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.7 | 1.9 | 0.8 | 0.4 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.0 | 1.0 | 0.9 | 0.7 | |
| Total current assets | 2.5 | 3.7 | 2.6 | 1.6 | |
| PP&E (net) | 0.4 | 0.4 | 0.4 | 0.3 | |
| Goodwill + intangibles | 12.5 | 12.3 | 13.5 | 9.5 | |
| Total assets | 15.9 | 16.9 | 17.0 | 11.7 | |
| Accounts payable | 0.6 | 0.6 | 0.7 | 0.4 | |
| Short-term debt | 1.0 | 0.0 | 0.4 | 0.9 | |
| Deferred revenue | 0.5 | 0.5 | 0.6 | 0.0 | |
| Total current liabilities | 2.7 | 1.8 | 2.2 | 2.2 | |
| Long-term debt | 2.3 | 3.6 | 3.3 | 2.3 | |
| Total liabilities | 6.2 | 6.6 | 6.8 | 5.3 | |
| Shareholders' equity | 9.7 | 10.3 | 10.2 | 6.5 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.8 | 0.9 | 0.8 | 0.6 | |
| D&A | 0.5 | 0.5 | 0.5 | 0.4 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.0) | 0.0 | 0.1 | (0.4) | |
| Operating cash flow | 1.3 | 1.4 | 1.5 | 1.1 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.1) | (0.2) | (1.8) | (0.1) | |
| Buybacks | (0.4) | (0.3) | (0.9) | (1.6) | |
| Dividends paid | (0.1) | (0.1) | (0.1) | (0.1) | |
| Debt issuance / (repay) | (0.7) | 0.4 | 0.1 | (0.7) | |
| Financing cash flow | (1.3) | 0.0 | (0.8) | (1.4) | |
| Free cash flow | 1.2 | 1.2 | 1.4 | 1.0 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 6.6% | 7.9% | 8.7% | 8.1% | 7.0% | 9% | |
| ROA | 3.7% | 4.7% | 5.3% | 4.9% | 4.0% | 4.6% | |
| ROIC | 5.7% | 7.0% | 8.2% | 7.4% | 8.8% | 6.8% | |
| Gross margin | 57.3% | 57.7% | 59.3% | 59.9% | 61.0% | 63.2% | |
| Operating margin | 15.8% | 17.3% | 18.7% | 18.9% | 17.7% | 18.2% | |
| Net margin | 11.6% | 13.0% | 14.3% | 13.4% | 11.3% | 12.4% | |
| EBITDA margin | 22.4% | 24.7% | 25.9% | 26.7% | 23.3% | 27.5% | |
| FCF margin | 17.3% | 20.7% | 20.5% | 22.6% | 19.0% | — | |
| VALUATION | |||||||
| P/E | 33.70 | 22.58 | 22.52 | 23.50 | 30.45 | 33.6 | |
| P/B | 2.16 | 1.76 | 1.89 | 1.92 | 2.73 | 2.9 | |
| P/S | 3.90 | 2.93 | 3.22 | 3.14 | 3.43 | 4.04 | |
| P/FCF | 22.50 | 14.12 | 15.65 | 13.92 | 18.03 | 18.3 | |
| EV/EBITDA | 20.26 | 13.75 | 13.64 | 13.59 | 15.95 | 17.4 | |
| EV/Revenue | 4.53 | 3.39 | 3.53 | 3.63 | 3.98 | 4.8 | |
| Earnings yield | 3.0% | 4.4% | 4.4% | 4.3% | 3.3% | 3.04% | |
| FCF yield | 4.4% | 7.1% | 6.4% | 7.2% | 5.5% | 5.47% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.68 | 0.91 | 2.05 | 1.16 | 0.71 | 1.24 | |
| Quick ratio | 0.54 | 0.71 | 1.75 | 0.91 | 0.58 | 1.00 | |
| Debt / equity | 0.44 | 0.35 | 0.37 | 0.38 | 0.50 | 0.58 | |
| Debt / assets | 25.2% | 21.5% | 22.5% | 22.8% | 27.3% | 30.2% | |
| Net debt / EBITDA | 2.83 | 1.89 | 1.22 | 1.84 | 2.21 | 2.64 | |
| Interest coverage | 7.56 | 9.89 | 9.02 | 7.35 | 7.02 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.32 | 0.36 | 0.37 | 0.37 | 0.36 | 0.37 | |
| Receivables turnover | 6.04 | 6.17 | 6.32 | 6.54 | 6.31 | 6.6 | |
| DSO (days) | 60 | 59 | 58 | 56 | 58 | 56 | |
| DPO (days) | 84 | 88 | 91 | 94 | 101 | 98 | |
| Cash conversion cycle | 55 | 49 | 46 | 41 | 33 | 29 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 13.4% | 10.9% | 4.1% | 2.7% | -17.5% | — | |
| Net income growth | -62.3% | 24.1% | 14.6% | -3.8% | -30.5% | — | |
| EPS growth | -62.5% | 26.3% | 15.4% | -2.0% | -24.2% | — | |
| FCF growth | -36.6% | 32.5% | 3.2% | 12.9% | -30.5% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 1.68 | 2.12 | 2.44 | 2.39 | 1.81 | 1.76 | |
| Book value / share | 26.21 | 27.15 | 29.11 | 29.28 | 20.20 | 19.92 | |
| Revenue / share | 14.48 | 16.33 | 17.11 | 17.91 | 16.10 | 14.19 | |
| FCF / share | 2.51 | 3.38 | 3.51 | 4.04 | 3.06 | 3.14 | |
| Cash / share | 2.26 | 1.99 | 5.33 | 2.34 | 1.18 | 1.23 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 2.6% | 1.4% | 4.5% | 5.4% | 6.80% | |
| Altman Z-Score | 2.67 | 2.79 | 3.11 | 3.01 | 3.26 | 3.2 | |
| Piotroski F-Score | 6 | 9 | 8 | 6 | 5 | 8/9 | |
| Beneish M-Score | -2.36 | -2.61 | -2.64 | -2.66 | -3.09 | -3.15 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 3.2 | Safe (>2.99) | Safe |
| Income quality | 2.15 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.15 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.80 |
| Interest burden | 0.85 |
| Operating margin | 18.4% |
| Asset turnover | 0.29× |
| Financial leverage | 1.82× |
| = ROE | 7% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.02 |
| Earnings stability | 0.48 |
| Earnings persistence | 0.88 |
| Revenue CAGR 3y | -10.3% |
| EPS CAGR 3y | -8.3% |
| FCF CAGR 3y | -6.9% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| MKSI | $14.5B | 32.8 | 16% | 14.0% | +16.3% | 7/9 | +56.2% |
| TRMB | $13.9B | -126.5 | -2% | -48.5% | +5.8% | 6/9 | -23.6% |
| FN | $13.0B | 27.5 | 21% | 10.8% | +35.7% | 6/9 | -11.9% |
| TDY | $28.7B | 29.8 | 9% | 15.1% | +7.9% | 9/9 | +10.1% |
| JBL | $29.2B | 28.2 | 67% | 3.7% | +20.6% | 6/9 | — |
| TTMI | $9.9B | 41.2 | 13% | 8.3% | +27.6% | 7/9 | — |
| LFUS | $9.7B | -976.6 | -0% | 12.1% | +15.4% | 5/9 | — |
| AEIS | $9.5B | 41.2 | 16% | 9.4% | +24.6% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $4.37B | $4.42B / $4.31B | $3.01 | $3.04 / $2.94 | 10 |
| FY2027 | $4.54B | $4.58B / $4.50B | $3.25 | $3.31 / $3.18 | 9 |
| FY2028 | $4.71B | $4.74B / $4.62B | $3.49 | $3.68 / $3.37 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $63.00 | +9.0% | 1 |
| Last Quarter | $63.00 | +9.0% | 1 |
| Last Year | $61.33 | +6.1% | 15 |
| All Time | $73.81 | +27.7% | 52 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $56.59 | +1.20 | +2.12% | Above |
| SMA 50 | $57.69 | +0.10 | +0.17% | Above |
| SMA 200 | $58.37 | -0.58 | -0.99% | Below |
| EMA 9 | $57.35 | +0.44 | +0.77% | Above |
| EMA 21 | $57.00 | +0.79 | +1.39% | Above |
| EMA 50 | $57.58 | +0.21 | +0.36% | Above |
| EMA 200 | $57.70 | +0.09 | +0.16% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $57.59 / $58.30 / $58.83 | S1 / S2 | $57.06 / $56.35 |
| Bollinger (20,2) | $54.60 – $58.58 | Squeeze | Off |
| 52-wk range | $48.22 – $64.56 | Off 52-wk high | -10.5% |
| ATR (14) | $1.14 (2.0%) | Historical vol | 20.6% |
| Computed from live weekly prices | FTV | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.15% | 1.83% |
| Best / worst week (1y) | +13.9% / -6.1% | — |
| Max drawdown (5y, monthly) | -41.6% | — |
| 1-week VaR (95%) | -4.7% | — |
| Beta (5y) | 0.97 | 1.00 |
| Reading | FTV | Hardware, Equipment & Parts n=1,098 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -3.6 | -24.4 | -20.7 | -20.5 |
| Trend | -18.2 | -23.0 | -20.8 | -21.3 |
| Momentum | +23.1 | -37.8 | -28.5 | -15.8 |
| Volume | +34.0 | +1.5 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Mark D. Okerstrom Senior Vice President, Chi | $21.4M | 69% equity+incentive |
| Olumide O. Soroye President and Chief Execut | $14.4M | 66% equity+incentive |
| James A. Lico Former President and Chief Exe | $10.5M | 65% equity+incentive |
| Stacey A. Walker Former Senior Vice Presiden | $5.4M | 67% equity+incentive |
| Tamara Newcombe Former President and CEO, Pr | $5.4M | 40% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 51 |
| Social | 52 |
| Governance | 61 |
| Composite ESG | 55 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-10 | Officer/Director Change | 5.02 |
| 2026-07-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-11 | Shareholder Vote | 5.07 |
| 2026-05-14 | Material Agreement; Financial Obligation; Other Events; Exhibits | 1.01,2.03,8.01,9.01 |
| 2026-04-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-04 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-10-29 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-10-16 | Departure/Election of Directors; Appointment of Officers | 5.02 |
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 · 2020-10-27 to 2026-07-29 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 44 rows · 2010 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-06 to 2026-09-25 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-03-26 to 2026-05-15 |
| 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.