| Profitability | 45/100 |
| Growth | 61/100 |
| Momentum | 88/100 |
| Quality | 75/100 |
| Earnings Quality | 89/100 |
| Balance Sheet | 73/100 |
| Value | 67/100 |
| Risk (safety) | 50/100 |
| Overall | 63.2/100 |
| Symbol | IS Score |
|---|---|
| RHP | 40 |
| APLE | 49 |
| PK | 23 |
| DRH | 53 |
| SHO | 46 |
| PEB | 23 |
| HST | 63 |
Both readings sit above the midpoint — business quality at 63 and price structure at 87 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 63.2 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 41 → 55 → 64 → 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 745 → now 745 | 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 | 745 | 718.2M | $15.3B | 103.7% | ex-outlier 90.9% |
| 2026 Q1 | 690 | 688.5M | $11.7B | 99.4% | |
| 2025 Q4 | 648 | 718.6M | $11.3B | 103.8% | ex-outlier 88.2% |
| 2025 Q3 | 618 | 697.6M | $11.7B | 100.7% | |
| 2025 Q2 | 612 | 728.4M | $9.9B | 105.2% | |
| 2025 Q1 | 605 | 743.8M | $9.7B | 107.4% | |
| 2024 Q4 | 614 | 735.9M | $11.9B | 106.3% | |
| 2024 Q3 | 587 | 733.2M | $12.1B | 105.9% | |
| 2024 Q2 | 594 | 718.9M | $12.8B | 103.8% | |
| 2024 Q1 | 604 | 737.7M | $15.0B | 106.5% | |
| 2023 Q4 | 584 | 709.3M | $14.0B | 102.4% | |
| 2023 Q3 | 545 | 714.6M | $11.4B | 103.2% |
Why 2026-06 reads 103.71%. Institutions cannot hold more of a company than exists. The reported 718.2M shares exceed the 692.5M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 88,409,556 shares against 77,533,617 the prior quarter, a 1x jump, which alone would be 12.8% of the company. Excluding that filing, ownership is 90.9%. 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 2025-12 reads 103.77%. Institutions cannot hold more of a company than exists. The reported 718.6M shares exceed the 692.5M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 108,128,327 shares against 107,744,837 the prior quarter, a 1x jump, which alone would be 15.6% of the company. Excluding that filing, ownership is 88.2%. 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 |
|---|---|---|---|---|---|---|
| Stein A William | director | 2026-10-15 | A-Award | 921 | — | 21,486 |
| Smith Gordon H | director | 2026-10-15 | A-Award | 1,499 | — | 49,869 |
| Preusse Mary Hogan | director | 2026-10-15 | A-Award | 931 | — | 21,958 |
| Laing Diana | director | 2026-10-15 | A-Award | 428 | — | 6,774 |
| Baglivo Mary | director | 2026-10-15 | A-Award | 837 | — | 20,619 |
| Lentz Michael E | EVP, Development, D&C | 2026-08-21 | SELL | 56,757 | $1.32M | 274,779 |
| Tyrrell Nathan S | EVP, Ch. Investment Officer | 2026-08-21 | GIFT | 4,300 | — | 613,907 |
| Tyrrell Nathan S | EVP, Ch. Investment Officer | 2026-08-19 | SELL | 30,000 | $0.69M | 652,089 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 7 | 210,868 | $4.8M | Counted |
| M — Exercises (paired A/D) | 1 | 13,980 | $0.2M | None — mechanics |
| F — Tax withholding | 1 | 46 | $0.0M | None — compensation |
| G — Gifts | 1 | 4,300 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-21 | Lentz Michael E | 56,757 | $1.3M |
| 2026-08-19 | Nathan Tyrrell | 63,882 | $1.5M |
| 2026-05-26 | Nathan Tyrrell | 15,569 | $0.4M |
| 2026-05-26 | Walter C. Rakowich | 3,408 | $0.1M |
| Trailing 12 mo | 9 filings | 266,908 | $6M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-14 | SCHEDULE 13G/A | Cohen & Steers Ireland Limited | 0.03% | 0.2M sh |
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.16% | 49.3M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 8.72% | 60.0M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-01-09 | 2026-02-16 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-01-09 | 2026-02-13 |
| Manager | Shares | Value |
|---|---|---|
| Wealth Enhancement Advisory Servic | 899,723 | $19M |
| State Of Alaska, Department Of Rev | 285,000 | $6M |
| Czech National Bank | 196,853 | $4M |
| Ifm Investors Pty Ltd | 137,061 | $3M |
| Concurrent Investment Advisors, Ll | 116,494 | $3M |
| 1834 Investment Advisors Co | 104,827 | $2M |
| Fund | Weight | Position |
|---|---|---|
| VGSNX | 0.9% | $581M |
| VNQ | 0.9% | $581M |
| VGSLX | 0.9% | $581M |
| VITSX | 0.0% | $488M |
| VSMPX | 0.0% | $488M |
| VTI | 0.0% | $488M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 6.8M | 131 sh |
| Ubsa Ubs Ats | 5.7M | 126 sh |
| Bids Bids Ats | 5.5M | 1,135 sh |
| Ebxl Level Ats | 4.8M | 71 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 4.2M | 140 sh |
| Sgmt Sigma X2 | 2.7M | 109 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $6.0B | 53% |
| New York City | $516M | 5% |
| Orlando | $504M | 4% |
| San Diego | $494M | 4% |
| Florida Gulf Coast | $451M | 4% |
| San Francisco San Jose | $397M | 4% |
| Phoenix | $371M | 3% |
| Other U S Locations | $357M | 3% |
| DISTRICT OF COLUMBIA | $318M | 3% |
| Miami | $274M | 2% |
| Boston | $155M | 1% |
| Chicago | $147M | 1% |
| Jacksonville | $145M | 1% |
| Houston | $144M | 1% |
| Los Angeles Orange County | $139M | 1% |
| San Antonio | $120M | 1% |
| Seattle | $108M | 1% |
| Non-US | $104M | 1% |
| New Orleans | $103M | 1% |
| Northern Virginia | $99M | 1% |
| Denver | $97M | 1% |
| Philadelphia | $88M | 1% |
| Atlanta | $71M | 1% |
| Austin | $70M | 1% |
Moat score 63/100 — Narrow; primary source Cost Advantage.
| Officer | Title |
|---|---|
| James F. Risoleo | President, Chief Executive Officer & Director |
| Sourav Ghosh | Executive Vice President & Chief Financial Officer |
| Nathan S. Tyrrell | Executive Vice President & Chief Investment Officer |
| Julie Aslaksen | Executive Vice President, General Counsel & Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +78.4% | +69.8% | +8.2% | +7.0% | +7.6% |
| Gross profit | +206.6% | +81.5% | +5.2% | +6.4% | -94.7% |
| Operating income | -73.8% | -410.0% | +6.7% | +5.8% | -5.0% |
| Net income | -98.5% | -5854.5% | +16.9% | -5.8% | +9.8% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 2.9 | 4.9 | 5.3 | 5.7 | 6.1 | |
| Cost of revenue | 1.4 | 2.2 | 2.5 | 2.7 | 6.0 | |
| Gross profit | 1.5 | 2.7 | 2.9 | 3.0 | 0.2 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | |
| Operating income | -0.2 | 0.8 | 0.8 | 0.9 | 0.8 | |
| EBITDA | 0.9 | 1.5 | 1.7 | 1.7 | 1.8 | |
| D&A | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | |
| Pretax income | -0.1 | 0.7 | 0.8 | 0.7 | 0.8 | |
| Income tax | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | -0.0 | 0.6 | 0.7 | 0.7 | 0.8 | |
| Diluted EPS ($) | -0.02 | 0.88 | 1.04 | 0.99 | 1.10 | |
| Diluted shares (M) | 710 | 718 | 713 | 706 | 694 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.7 | 1.1 | 0.6 | 0.8 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.5 | 0.2 | 0.1 | 0.2 | |
| Total current assets | 1.4 | 1.6 | 0.9 | 0.9 | |
| PP&E (net) | 10.3 | 10.2 | 11.5 | 0.6 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 12.3 | 12.2 | 13.0 | 13.0 | |
| Accounts payable | 0.4 | 0.4 | 0.4 | 0.0 | |
| Short-term debt | 1.0 | 1.0 | 1.0 | 0.0 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 1.4 | 1.5 | 1.4 | 0.0 | |
| Long-term debt | 3.2 | 3.2 | 4.1 | 5.1 | |
| Total liabilities | 5.4 | 5.4 | 6.3 | 6.3 | |
| Shareholders' equity | 6.9 | 6.8 | 6.8 | 6.7 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.6 | 0.8 | 0.7 | 0.8 | |
| D&A | 0.7 | 0.7 | 0.8 | 0.8 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | 0.0 | (0.1) | 0.1 | (0.0) | |
| Operating cash flow | 1.4 | 1.4 | 1.5 | 1.5 | |
| Capital expenditures | (0.5) | (0.6) | (0.5) | (0.6) | |
| Investing cash flow | (0.6) | (0.2) | (2.0) | (0.5) | |
| Buybacks | (0.0) | (0.2) | (0.1) | (0.2) | |
| Dividends paid | (0.2) | (0.5) | (0.7) | (0.6) | |
| Debt issuance / (repay) | (0.7) | (0.0) | 0.9 | (0.0) | |
| Financing cash flow | (0.9) | (0.8) | (0.0) | (0.9) | |
| Free cash flow | 0.9 | 0.8 | 1.0 | 0.9 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -0.2% | 9.6% | 11.1% | 10.5% | 11.6% | 16% | |
| ROA | -0.1% | 5.1% | 6.0% | 5.5% | 5.9% | 7.7% | |
| ROIC | -1.8% | 6.9% | 7.7% | 7.3% | 7.1% | 6.8% | |
| Gross margin | 51.7% | 55.2% | 53.7% | 53.4% | 2.6% | 15.8% | |
| Operating margin | -8.7% | 15.8% | 15.6% | 15.4% | 13.6% | 14.4% | |
| Net margin | -0.4% | 12.9% | 13.9% | 12.3% | 12.5% | 16.5% | |
| EBITDA margin | 29.4% | 30.3% | 31.5% | 29.9% | 30.2% | 34.0% | |
| FCF margin | -4.7% | 18.6% | 15.0% | 16.6% | 14.1% | — | |
| VALUATION | |||||||
| P/E | -953.72 | 15.85 | 17.06 | 16.95 | 16.08 | 16.3 | |
| P/B | 1.63 | 1.50 | 1.90 | 1.79 | 1.88 | 2.6 | |
| P/S | 3.63 | 2.04 | 2.38 | 2.08 | 2.01 | 2.64 | |
| P/FCF | -77.71 | 11.00 | 15.88 | 12.52 | 14.27 | 16.2 | |
| EV/EBITDA | 18.28 | 9.50 | 9.71 | 9.96 | 9.29 | 9.5 | |
| EV/Revenue | 5.24 | 2.88 | 3.06 | 2.97 | 2.81 | 3.2 | |
| Earnings yield | -0.1% | 6.3% | 5.9% | 5.9% | 6.2% | 6.19% | |
| FCF yield | -1.3% | 9.1% | 6.3% | 8.0% | 7.0% | 6.17% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.66 | 0.96 | 1.07 | 0.65 | 21.93 | 2.77 | |
| Quick ratio | 1.66 | 0.96 | 1.07 | 0.65 | 21.93 | 2.77 | |
| Debt / equity | 0.85 | 0.71 | 0.72 | 0.85 | 0.86 | 0.88 | |
| Debt / assets | 44.2% | 39.0% | 39.0% | 43.2% | 43.2% | 42.6% | |
| Net debt / EBITDA | 5.61 | 2.76 | 2.17 | 3.00 | 2.64 | 1.74 | |
| Interest coverage | 0.35 | 5.29 | 5.19 | 4.35 | 4.48 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.23 | 0.40 | 0.43 | 0.45 | 0.47 | 0.47 | |
| Receivables turnover | 42.81 | 15.83 | 15.02 | 36.09 | 45.63 | 56.5 | |
| DSO (days) | 9 | 23 | 24 | 10 | 8 | 6 | |
| DPO (days) | 20 | 38 | 58 | 52 | 17 | 51 | |
| Cash conversion cycle | -12 | -15 | -34 | -42 | -9 | -45 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 78.4% | 69.8% | 8.2% | 7.0% | 7.6% | — | |
| Net income growth | 98.5% | 5854.5% | 16.9% | -5.8% | 9.8% | — | |
| EPS growth | 98.5% | 5841.7% | 18.6% | -4.9% | 10.9% | — | |
| FCF growth | 83.3% | 775.6% | -12.8% | 18.7% | -8.7% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | -0.02 | 0.88 | 1.05 | 0.99 | 1.10 | 1.48 | |
| Book value / share | 8.99 | 9.35 | 9.37 | 9.43 | 9.45 | 9.23 | |
| Revenue / share | 4.04 | 6.84 | 7.51 | 8.11 | 8.81 | 8.98 | |
| FCF / share | -0.19 | 1.27 | 1.12 | 1.35 | 1.24 | 1.46 | |
| Cash / share | 1.13 | 0.93 | 1.62 | 0.79 | 1.11 | 2.82 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.3% | 1.4% | 0.9% | 1.7% | 0.46% | |
| Altman Z-Score | 1.26 | 1.63 | 2.01 | 1.67 | 1.91 | 2.3 | |
| Piotroski F-Score | 7 | 7 | 8 | 6 | 8 | 6/9 | |
| Beneish M-Score | 0.11 | -0.09 | -3.34 | -3.00 | 21.82 | 1.03 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 2.3 | Grey zone | Grey |
| Income quality | 1.55 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | 1.03 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.94 |
| Interest burden | 0.82 |
| Operating margin | 21.4% |
| Asset turnover | 0.47× |
| Financial leverage | 2.01× |
| = ROE | 16% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.83 |
| Earnings stability | 0.61 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 6.0% |
| EPS CAGR 3y | 11.7% |
| FCF CAGR 3y | 2.5% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| RHP | $8.6B | 29.2 | 35% | 12.4% | +12.2% | 6/9 | +42.8% |
| APLE | $4.0B | 23.0 | 6% | 16.7% | +1.2% | 7/9 | +50.3% |
| PK | $3.2B | -19.4 | -5% | 6.9% | -1.4% | 5/9 | +46.2% |
| DRH | $2.7B | 18.4 | 10% | 28.4% | +1.0% | 7/9 | +75.4% |
| SHO | $2.2B | 48.0 | 3% | 9.4% | +7.3% | 7/9 | — |
| PEB | $2.2B | -29.1 | -2% | 5.8% | +2.1% | 5/9 | — |
| RLJ | $1.8B | 284.8 | 1% | 8.1% | +1.1% | 3/9 | — |
| XHR | $1.7B | -253.2 | -1% | -6.5% | +1.6% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $6.13B | $6.17B / $6.10B | $1.38 | $1.39 / $1.36 | 7 |
| FY2027 | $6.19B | $6.35B / $6.10B | $1.06 | $1.10 / $1.02 | 7 |
| FY2028 | $6.35B | $6.65B / $6.18B | $1.04 | $1.15 / $0.97 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $24.50 | +2.2% | 2 |
| Last Quarter | $25.50 | +6.4% | 4 |
| Last Year | $23.60 | -1.5% | 17 |
| All Time | $21.88 | -8.7% | 44 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $22.58 | +1.39 | +6.16% | Above |
| SMA 50 | $22.49 | +1.48 | +6.58% | Above |
| SMA 200 | $21.53 | +2.44 | +11.33% | Above |
| EMA 9 | $23.14 | +0.83 | +3.59% | Above |
| EMA 21 | $22.75 | +1.22 | +5.36% | Above |
| EMA 50 | $22.71 | +1.26 | +5.55% | Above |
| EMA 200 | $21.52 | +2.45 | +11.38% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $23.63 / $24.16 / $24.48 | S1 / S2 | $23.31 / $22.78 |
| Bollinger (20,2) | $21.51 – $23.65 | Squeeze | Off |
| 52-wk range | $15.61 – $25.71 | Off 52-wk high | -6.8% |
| ATR (14) | $0.52 (2.2%) | Historical vol | 19.8% |
| Computed from live weekly prices | HST | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.51% | 1.83% |
| Best / worst week (1y) | +7.7% / -9.3% | — |
| Max drawdown (5y, monthly) | -41.7% | — |
| 1-week VaR (95%) | -5.1% | — |
| Beta (5y) | 1.10 | 1.00 |
| Reading | HST | REIT - Hotel & Motel n=62 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +24.4 | -21.8 | -28.0 | -20.5 |
| Trend | +44.9 | -21.7 | -37.3 | -21.3 |
| Momentum | +52.9 | -11.1 | -17.0 | -15.8 |
| Volume | +58.6 | +15.0 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| James F. Risoleo President and Chief Executi | $14.5M | 89% equity+incentive |
| Nathan S. Tyrrell Executive Vice President, | $4.5M | 83% equity+incentive |
| Sourav Ghosh Executive Vice President, Chief | $4.0M | 81% equity+incentive |
| Julie P. Aslaksen Executive Vice President, | $2.7M | 79% equity+incentive |
| Michael E. Lentz Executive Vice President, D | $2.7M | 75% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 58 |
| Social | 62 |
| Governance | 72 |
| Composite ESG | 64 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-05 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-28 | Material Agreement; Exhibits | 1.01,9.01 |
| 2026-05-22 | Shareholder Vote | 5.07 |
| 2026-05-06 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-18 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-11-05 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-07-30 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-05-16 | Submission of Matters to a Vote of Security Holders | 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 · 2020-11-04 to 2026-08-05 |
| 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 · 2026-07-15 to 2026-10-15 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-03-27 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.