| Profitability | 61/100 |
| Growth | 59/100 |
| Momentum | 87/100 |
| Quality | 77/100 |
| Earnings Quality | 91/100 |
| Balance Sheet | 41/100 |
| Value | 60/100 |
| Risk (safety) | 30/100 |
| Overall | 57.4/100 |
| Symbol | IS Score |
|---|---|
| ESS | 41 |
| SUI | 24 |
| MAA | 37 |
| ELS | 67 |
| AMH | 56 |
| UDR | 56 |
| INVH | 57 |
Both readings sit above the midpoint — business quality at 57 and price structure at 67 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 57.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 59 → 55 → 55 → 57 | the direction matters more than the level |
| Technical vote share back above 50% | now 64% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 626 → now 626 | 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 | 626 | 602.9M | $16.9B | 101.8% | ex-outlier 91.3% |
| 2026 Q1 | 586 | 545.8M | $12.6B | 92.1% | |
| 2025 Q4 | 593 | 616.3M | $15.4B | 104.0% | ex-outlier 88.1% |
| 2025 Q3 | 569 | 572.3M | $15.8B | 96.6% | |
| 2025 Q2 | 577 | 616.7M | $17.8B | 104.1% | |
| 2025 Q1 | 541 | 615.1M | $19.0B | 103.8% | |
| 2024 Q4 | 530 | 612.8M | $17.5B | 103.4% | |
| 2024 Q3 | 541 | 610.8M | $19.3B | 103.1% | |
| 2024 Q2 | 537 | 600.3M | $21.4B | 101.3% | |
| 2024 Q1 | 516 | 618.0M | $21.9B | 104.3% | |
| 2023 Q4 | 525 | 627.3M | $21.4B | 105.9% | |
| 2023 Q3 | 479 | 632.3M | $20.0B | 106.7% |
Why 2026-06 reads 101.77%. Institutions cannot hold more of a company than exists. The reported 602.9M shares exceed the 592.4M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 61,799,827 shares against 64,323,956 the prior quarter, a 1x jump, which alone would be 10.4% of the company. Excluding that filing, ownership is 91.3%. 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 104.03%. Institutions cannot hold more of a company than exists. The reported 616.3M shares exceed the 592.4M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 94,186,461 shares against 94,539,827 the prior quarter, a 1x jump, which alone would be 15.9% of the company. Excluding that filing, ownership is 88.1%. 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 |
|---|---|---|---|---|---|---|
| Eisen Scott G. | EVP, Chief Investment Officer | 2026-07-31 | TAX W/H | 7,420 | $0.22M | 263,812 |
| Howard Hugh Wyman Iii | director | 2026-05-07 | A-Award | 6,559 | — | 15,545 |
| Sevilla-Sacasa Frances Aldrich | director | 2026-05-07 | A-Award | 6,559 | — | 23,128 |
| Kelter Jeffrey E | director | 2026-05-07 | A-Award | 6,559 | — | 63,845 |
| Margolis Joseph D | director | 2026-05-07 | A-Award | 6,559 | — | 38,474 |
| Fascitelli Michael D | director | 2026-05-07 | A-Award | 6,559 | — | 87,541 |
| Taylor Keith D | director | 2026-05-07 | A-Award | 6,559 | — | 23,128 |
| Smith Kenny Kellyn | director | 2026-05-07 | A-Award | 6,559 | — | 12,143 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| F — Tax withholding | 18 | 49,053 | $1.3M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2025-06-13 | Dallas B. Tanner | 148,749 | $5.0M |
| 2024-12-10 | Eisen Scott G. | 11,000 | $0.4M |
| 2024-11-26 | Solls Family Trust Dtd 01-24-2008 | 16,100 | $0.5M |
| 2024-05-24 | Jana Barbe | 7,200 | $0.2M |
| Trailing 12 mo | 0 filings | — | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-10-07 | SCHEDULE 13G/A | Cohen & Steers Ireland Limited | 0.01% | 0.1M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 8.25% | 49.5M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2026-02-13 | SCHEDULE 13G/A | Cohen & Steers Ireland Limited | 0.01% | 0.0M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-02-10 | 2026-03-10 |
| Gilbert Ray Cisneros | House | SELL | $1,001 - $15,000 | 2026-02-10 | 2026-03-10 |
| Alan Armstrong | Senate | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-20 |
| Manager | Shares | Value |
|---|---|---|
| Ifm Investors Pty Ltd | 269,439 | $7M |
| Wealth Enhancement Advisory Servic | 248,429 | $6M |
| Y-Intercept | 229,720 | $6M |
| Czech National Bank | 154,427 | $4M |
| Gateway Investment Advisers Llc | 138,880 | $4M |
| Pensionfund Pdn | 99,110 | $3M |
| Fund | Weight | Position |
|---|---|---|
| VGSNX | 0.8% | $533M |
| VNQ | 0.8% | $533M |
| VGSLX | 0.8% | $533M |
| VITSX | 0.0% | $493M |
| VTSAX | 0.0% | $493M |
| VTI | 0.0% | $493M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 5.3M | 75 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 3.7M | 126 sh |
| Ubsa Ubs Ats | 3.1M | 66 sh |
| Ebxl Level Ats | 2.9M | 39 sh |
| Mlix Instinct X | 2.1M | 90 sh |
| Pure Purestream | 2.0M | 40 sh |
Moat score 51/100 — Weak; primary source Switching Costs.
| Officer | Title |
|---|---|
| Dallas Tanner | Co-Founder, Chief Executive Officer, President & Director |
| Scott G. Eisen | Executive Vice President & Chief Investment Officer |
| Jonathan S. Olsen | Executive Vice President, Chief Financial Officer & Treasurer |
| Mark A. Solls | Executive VP, Chief Legal Officer & Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +9.5% | +12.1% | +8.7% | +7.7% | +4.2% |
| Gross profit | +12.5% | +11.9% | +6.8% | +6.2% | -93.5% |
| Operating income | +17.8% | +18.3% | +7.3% | +6.0% | -0.0% |
| Net income | +33.2% | +46.6% | +35.5% | -12.6% | +29.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 2.0 | 2.2 | 2.4 | 2.6 | 2.7 | |
| Cost of revenue | 0.8 | 0.9 | 1.0 | 1.1 | 2.6 | |
| Gross profit | 1.2 | 1.4 | 1.5 | 1.5 | 0.1 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Operating income | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | |
| EBITDA | 1.2 | 1.3 | 1.5 | 1.5 | 1.5 | |
| D&A | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Pretax income | 0.3 | 0.4 | 0.5 | 0.5 | 0.4 | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | 0.3 | 0.4 | 0.5 | 0.5 | 0.6 | |
| Diluted EPS ($) | 0.45 | 0.63 | 0.85 | 0.74 | 0.96 | |
| Diluted shares (M) | 579 | 611 | 613 | 614 | 613 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.3 | 0.7 | 0.2 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.1 | 0.1 | 0.1 | 0.1 | |
| Total current assets | 0.7 | 1.1 | 0.7 | 0.6 | |
| PP&E (net) | 0.0 | 0.0 | 0.1 | 0.1 | |
| Goodwill + intangibles | 0.3 | 0.3 | 0.3 | 0.3 | |
| Total assets | 18.5 | 19.2 | 18.7 | 18.7 | |
| Accounts payable | 0.0 | 0.0 | 0.0 | 0.0 | |
| Short-term debt | 0.0 | 0.0 | 0.6 | 0.1 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 0.2 | 0.2 | 0.8 | 0.4 | |
| Long-term debt | 7.8 | 8.5 | 7.6 | 8.2 | |
| Total liabilities | 8.2 | 9.0 | 8.9 | 9.1 | |
| Shareholders' equity | 10.3 | 10.2 | 9.8 | 9.6 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 0.5 | 0.5 | 0.6 | |
| D&A | 0.6 | 0.7 | 0.7 | 0.7 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.0) | 0.0 | 0.0 | 0.0 | |
| Operating cash flow | 1.0 | 1.1 | 1.1 | 1.2 | |
| Capital expenditures | (0.2) | (0.2) | (0.2) | 0.0 | |
| Investing cash flow | (0.8) | (0.8) | (0.5) | 0.0 | |
| Buybacks | 0.0 | (0.0) | (0.0) | 0.0 | |
| Dividends paid | (0.5) | (0.6) | (0.7) | 0.0 | |
| Debt issuance / (repay) | (0.1) | 0.8 | (0.3) | 0.0 | |
| Financing cash flow | (0.6) | 0.1 | (1.1) | 0.0 | |
| Free cash flow | 0.8 | 0.9 | 0.9 | 1.2 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 2.9% | 3.8% | 5.1% | 4.6% | 6.1% | 7% | |
| ROA | 1.5% | 2.1% | 2.8% | 2.4% | 3.1% | 3.6% | |
| ROIC | 3.2% | 3.7% | 3.9% | 4.2% | 5.5% | 4.7% | |
| Gross margin | 61.0% | 60.9% | 59.9% | 59.0% | 3.7% | 44.4% | |
| Operating margin | 27.6% | 29.1% | 28.8% | 28.3% | 27.1% | 30.2% | |
| Net margin | 13.1% | 17.1% | 21.4% | 17.3% | 21.5% | 23.1% | |
| EBITDA margin | 59.0% | 59.3% | 62.9% | 58.6% | 53.9% | 61.1% | |
| FCF margin | 37.3% | 36.4% | 36.4% | 32.8% | 42.0% | — | |
| VALUATION | |||||||
| P/E | 91.92 | 42.83 | 37.93 | 42.03 | 28.98 | 24.8 | |
| P/B | 2.45 | 1.60 | 1.94 | 1.96 | 1.79 | 1.8 | |
| P/S | 12.03 | 7.34 | 8.10 | 7.28 | 6.24 | 5.60 | |
| P/FCF | 32.26 | 20.13 | 22.24 | 22.23 | 14.85 | 14.8 | |
| EV/EBITDA | 26.68 | 18.03 | 18.02 | 17.65 | 15.46 | 14.0 | |
| EV/Revenue | 15.74 | 10.69 | 11.33 | 10.35 | 9.26 | 8.6 | |
| Earnings yield | 1.1% | 2.3% | 2.6% | 2.4% | 3.5% | 4.12% | |
| FCF yield | 3.1% | 5.0% | 4.5% | 4.5% | 6.7% | 6.76% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 5.06 | 3.41 | 5.71 | 0.82 | 1.52 | 103.41 | |
| Quick ratio | 5.06 | 3.41 | 5.71 | 0.82 | 1.52 | 103.41 | |
| Debt / equity | 0.82 | 0.75 | 0.84 | 0.84 | 0.88 | 0.94 | |
| Debt / assets | 43.1% | 41.9% | 44.5% | 43.9% | 44.9% | 46.3% | |
| Net debt / EBITDA | 6.27 | 5.66 | 5.13 | 5.23 | 5.05 | 4.86 | |
| Interest coverage | 1.81 | 2.27 | 2.56 | 2.24 | 2.51 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.11 | 0.12 | 0.13 | 0.14 | 0.15 | 0.15 | |
| Receivables turnover | 54.91 | 48.89 | 42.34 | 42.92 | 45.04 | 28.8 | |
| DSO (days) | 7 | 7 | 9 | 9 | 8 | 13 | |
| DPO (days) | 0 | 0 | 0 | 0 | 0 | — | |
| Cash conversion cycle | 7 | 7 | 9 | 9 | 8 | 13 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 9.5% | 12.1% | 8.7% | 7.7% | 4.2% | — | |
| Net income growth | 33.2% | 46.6% | 35.5% | -12.6% | 29.5% | — | |
| EPS growth | 25.6% | 43.7% | 35.2% | -12.6% | 29.6% | — | |
| FCF growth | 42.0% | 9.5% | 8.6% | -3.2% | 33.7% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 0.44 | 0.63 | 0.85 | 0.74 | 0.96 | 1.12 | |
| Book value / share | 16.33 | 16.81 | 16.55 | 15.91 | 15.55 | 15.35 | |
| Revenue / share | 3.33 | 3.66 | 3.96 | 4.27 | 4.45 | 4.82 | |
| FCF / share | 1.24 | 1.33 | 1.44 | 1.40 | 1.87 | 1.83 | |
| Cash / share | 1.02 | 0.43 | 1.14 | 0.28 | 0.21 | 0.13 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.1% | 0.0% | 0.1% | 0.0% | 3.03% | |
| Altman Z-Score | 1.86 | 1.40 | 1.56 | 1.45 | 1.32 | 1.3 | |
| Piotroski F-Score | 8 | 6 | 6 | 7 | 7 | 7/9 | |
| Beneish M-Score | -2.60 | -2.20 | -2.55 | -2.63 | 6.97 | -2.51 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 1.3 | Distress (<1.81) | Distress |
| Income quality | 1.82 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.51 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 1.09 |
| Interest burden | 0.62 |
| Operating margin | 34.3% |
| Asset turnover | 0.15× |
| Financial leverage | 1.98× |
| = ROE | 7% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.99 |
| Earnings stability | 0.98 |
| Earnings persistence | 0.92 |
| Revenue CAGR 3y | 6.9% |
| EPS CAGR 3y | 16.0% |
| FCF CAGR 3y | 8.3% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| ESS | $17.3B | 41.9 | 8% | 12.8% | +4.7% | 4/9 | +4.6% |
| SUI | $14.4B | -16.7 | -13% | — | -20.0% | 4/9 | -4.5% |
| MAA | $13.5B | 34.1 | 7% | 21.9% | +0.8% | 7/9 | -11.3% |
| ELS | $11.9B | 30.6 | 23% | 24.2% | +9.6% | 7/9 | +1.9% |
| AMH | $11.2B | 24.8 | 7% | 24.9% | +4.5% | 8/9 | — |
| UDR | $11.0B | 21.7 | 17% | 16.2% | +1.5% | 7/9 | — |
| EQR | $23.9B | 27.6 | 8% | 14.5% | +3.0% | 6/9 | — |
| CPT | $9.9B | 32.6 | 8% | 4.8% | +0.8% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $2.95B | $2.98B / $2.92B | $1.01 | $1.01 / $1.00 | 6 |
| FY2027 | $3.02B | $3.05B / $2.97B | $0.74 | $0.75 / $0.74 | 6 |
| FY2028 | $3.15B | $3.17B / $3.12B | $0.77 | $1.00 / $0.60 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $32.50 | +20.1% | 4 |
| Last Quarter | $31.83 | +17.6% | 6 |
| Last Year | $32.00 | +18.2% | 31 |
| All Time | $36.03 | +33.1% | 59 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $26.53 | +0.54 | +2.04% | Above |
| SMA 50 | $28.00 | -0.93 | -3.32% | Below |
| SMA 200 | $27.77 | -0.70 | -2.52% | Below |
| EMA 9 | $26.67 | +0.40 | +1.50% | Above |
| EMA 21 | $26.80 | +0.27 | +1.01% | Above |
| EMA 50 | $27.58 | -0.51 | -1.85% | Below |
| EMA 200 | $28.31 | -1.24 | -4.38% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $26.85 / $26.98 / $27.16 | S1 / S2 | $26.67 / $26.54 |
| Bollinger (20,2) | $25.96 – $27.10 | Squeeze | ON |
| 52-wk range | $23.96 – $30.89 | Off 52-wk high | -12.4% |
| ATR (14) | $0.47 (1.7%) | Historical vol | 16.0% |
| Computed from live weekly prices | INVH | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.86% | 1.83% |
| Best / worst week (1y) | +5.2% / -6.7% | — |
| Max drawdown (5y, monthly) | -45.5% | — |
| 1-week VaR (95%) | -5.8% | — |
| Beta (5y) | 0.83 | 1.00 |
| Reading | INVH | REIT - Residential n=75 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -11.7 | -26.5 | -28.0 | -20.5 |
| Trend | -45.1 | -42.5 | -37.3 | -21.3 |
| Momentum | +25.0 | -3.5 | -17.0 | -15.8 |
| Volume | +25.3 | -34.6 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Dallas B. Tanner (Chief Executive Officer) | $14.1M | 93% equity+incentive |
| Timothy J. Lobner (Executive Vice President | $5.3M | 90% equity+incentive |
| Scott G. Eisen (Executive Vice President and | $5.2M | 86% equity+incentive |
| Charles D. Young (Former President) | $4.8M | 89% equity+incentive |
| Jonathan S. Olsen (Executive Vice President | $3.8M | 84% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 66 |
| Social | 67 |
| Governance | 71 |
| Composite ESG | 68 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-09 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-07-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-08 | Material Agreement; Financial Obligation; Exhibits | 1.01,2.03,9.01 |
| 2026-07-06 | Other Events; Exhibits | 8.01,9.01 |
| 2026-06-01 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-05-08 | Officer/Director Change; Shareholder Vote; Exhibits | 5.02,5.07,9.01 |
| 2026-04-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-03-05 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
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 · 2020-10-28 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 | 38 rows · 2017 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-03-01 to 2026-07-31 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-02-13 to 2026-10-07 |
| 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.