| Profitability | 47/100 |
| Growth | 62/100 |
| Momentum | 90/100 |
| Quality | 76/100 |
| Earnings Quality | 77/100 |
| Balance Sheet | 59/100 |
| Value | 46/100 |
| Risk (safety) | 90/100 |
| Overall | 65.4/100 |
| Symbol | IS Score |
|---|---|
| SYM | 66 |
| OTIS | 54 |
| DOV | 58 |
| XYL | 60 |
| CARR | 42 |
| ROK | 72 |
| IR | 65 |
Both readings sit above the midpoint — business quality at 65 and price structure at 72 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 65.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 52 → 53 → 51 → 65 | 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 925 → now 898 | 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 | 898 | 404.1M | $29.4B | 103.1% | ex-outlier 95.3% |
| 2026 Q1 | 900 | 406.8M | $29.3B | 103.8% | ex-outlier 95.8% |
| 2025 Q4 | 891 | 408.9M | $29.8B | 104.3% | |
| 2025 Q3 | 877 | 403.9M | $30.6B | 103.0% | |
| 2025 Q2 | 867 | 404.1M | $30.4B | 103.1% | |
| 2025 Q1 | 859 | 398.6M | $28.8B | 101.7% | |
| 2024 Q4 | 925 | 396.8M | $33.0B | 101.2% | |
| 2024 Q3 | 863 | 399.7M | $35.5B | 102.0% | |
| 2024 Q2 | 847 | 396.6M | $32.4B | 101.2% | |
| 2024 Q1 | 847 | 385.7M | $32.5B | 98.4% | |
| 2023 Q4 | 780 | 385.7M | $25.4B | 98.4% | |
| 2023 Q3 | 724 | 389.4M | $20.7B | 99.3% |
Why 2026-06 reads 103.07%. Institutions cannot hold more of a company than exists. The reported 404.1M shares exceed the 392.0M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 30,300,264 shares against 29,297,421 the prior quarter, a 1x jump, which alone would be 7.7% of the company. Excluding that filing, ownership is 95.3%. 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 2026-03 reads 103.76%. Institutions cannot hold more of a company than exists. The reported 406.8M shares exceed the 392.0M outstanding, and a single filer accounts for the excess: Capital World Investors reports 31,237,077 shares against 29,414,221 the prior quarter, a 1x jump, which alone would be 8.0% of the company. Excluding that filing, ownership is 95.8%. 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 |
|---|---|---|---|---|---|---|
| Keene Kathleen M. | See Remarks | 2026-08-20 | EXERCISE | 483 | — | 5,738 |
| Keene Kathleen M. | See Remarks | 2026-08-20 | TAX W/H | 156 | $0.01M | 5,582 |
| Keene Kathleen M. | See Remarks | 2026-08-20 | EXERCISE | 483 | — | 967 |
| Weatherred Michael A | See Remarks | 2026-08-20 | EXERCISE | 967 | — | 68,835 |
| Weatherred Michael A | See Remarks | 2026-08-20 | TAX W/H | 429 | $0.03M | 68,406 |
| Weatherred Michael A | See Remarks | 2026-08-20 | EXERCISE | 967 | — | 1,934 |
| Kini Vikram | Senior Vice President and CFO | 2026-08-20 | EXERCISE | 898 | — | 103,485 |
| Kini Vikram | Senior Vice President and CFO | 2026-08-20 | TAX W/H | 390 | $0.03M | 103,095 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 148,536 | $13.8M | Counted |
| P — Open-market purchases | 1 | 11,538 | $1.0M | Counted |
| M — Exercises (paired A/D) | 34 | 195,917 | $1.6M | None — mechanics |
| F — Tax withholding | 23 | 12,269 | $1.1M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-04-13 | Reynal Vicente | 30,492 | $2.7M |
| 2026-03-02 | Reynal Vicente | 118,044 | $11.1M |
| 2026-02-20 | Kini Vikram | 28,367 | $2.7M |
| 2026-02-19 | Humphrey John | 4,300 | $0.4M |
| Trailing 12 mo | 17 filings | 653,795 | $61M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-12 | SCHEDULE 13G/A | Capital Research Global Investors | 6.40% | 25.2M sh |
| 2026-08-06 | SCHEDULE 13G/A | Abigail P. Johnson | 3.40% | 13.2M sh |
| 2026-05-15 | SCHEDULE 13G | T. Rowe Price Associates, Inc. | 5.20% | 20.3M sh |
| 2026-05-14 | SCHEDULE 13G | Capital Research Global Investors | 7.50% | 29.5M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-07-07 | 2026-08-12 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2024-04-09 | 2024-05-20 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2024-04-09 | 2024-05-19 |
| Sheldon Whitehouse | Senate | SELL | $1,001 - $15,000 | 2024-04-09 | 2024-05-19 |
| Manager | Shares | Value |
|---|---|---|
| Douglas Lane & Associates, Llc | 822,445 | $62M |
| Assenagon Asset Management S.A. | 264,839 | $20M |
| Fjarde Ap-Fonden /Fourth Swedish N | 180,111 | $14M |
| Tema Etfs Llc | 144,100 | $11M |
| Mn Services Vermogensbeheer B.V. | 114,787 | $9M |
| Czech National Bank | 99,218 | $7M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $926M |
| VTI | 0.0% | $926M |
| VTSAX | 0.0% | $926M |
| VSMPX | 0.0% | $926M |
| VFIAX | 0.0% | $681M |
| VFFSX | 0.0% | $681M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 5.0M | 69 sh |
| Ubsa Ubs Ats | 5.0M | 83 sh |
| Ebxl Level Ats | 4.5M | 58 sh |
| Bids Bids Ats | 3.8M | 611 sh |
| Sgmt Sigma X2 | 3.0M | 65 sh |
| Pure Purestream | 2.9M | 53 sh |
| Region | Revenue | Share |
|---|---|---|
| Americas | $3.8B | 50% |
| EMEA | $2.6B | 34% |
| Asia Pacific | $1.2B | 16% |
Moat score 54/100 — Weak; primary source Switching Costs.
| Officer | Title |
|---|---|
| Vicente Reynal | Chairman, Chief Executive Officer & President |
| Vikram U. Kini | Senior Vice President & Chief Financial Officer |
| Michael A. Weatherred | Senior Vice President of Ingersoll Rand Execution Excellence (IRX), Business & Commercial Excellence |
| Andrew R. Schiesl | Senior Vice President, General Counsel, Chief Compliance Officer & Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +29.7% | +14.8% | +16.2% | +5.2% | +5.7% |
| Gross profit | +41.5% | +17.0% | +23.9% | +10.0% | -7.0% |
| Operating income | +849.2% | +44.5% | +42.5% | +11.7% | +9.1% |
| Net income | -1789.2% | +7.5% | +28.8% | +7.7% | -30.7% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 5.2 | 5.9 | 6.9 | 7.2 | 7.7 | |
| Cost of revenue | 3.2 | 3.6 | 4.0 | 4.1 | 4.7 | |
| Gross profit | 2.0 | 2.3 | 2.9 | 3.2 | 2.9 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 1.0 | 1.1 | 1.3 | 1.3 | 0.0 | |
| Operating income | 0.6 | 0.8 | 1.2 | 1.3 | 1.4 | |
| EBITDA | 1.0 | 1.3 | 1.6 | 1.8 | 1.9 | |
| D&A | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | |
| Pretax income | 0.5 | 0.7 | 1.0 | 1.1 | 0.8 | |
| Income tax | -0.0 | 0.1 | 0.2 | 0.3 | 0.2 | |
| Net income | 0.6 | 0.6 | 0.8 | 0.8 | 0.6 | |
| Diluted EPS ($) | 1.34 | 1.48 | 1.90 | 2.06 | 1.45 | |
| Diluted shares (M) | 421 | 410 | 409 | 407 | 401 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 1.6 | 1.6 | 1.5 | 1.2 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.1 | 1.2 | 1.3 | 1.5 | |
| Total current assets | 4.0 | 4.1 | 4.2 | 4.2 | |
| PP&E (net) | 0.6 | 0.7 | 0.8 | 0.9 | |
| Goodwill + intangibles | 9.6 | 10.2 | 12.5 | 12.7 | |
| Total assets | 14.8 | 15.6 | 18.0 | 18.3 | |
| Accounts payable | 0.8 | 0.8 | 0.8 | 1.0 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.0 | |
| Deferred revenue | 0.3 | 0.3 | 0.3 | 0.0 | |
| Total current liabilities | 1.7 | 1.8 | 1.8 | 2.1 | |
| Long-term debt | 2.7 | 2.7 | 4.8 | 4.8 | |
| Total liabilities | 5.5 | 5.7 | 7.8 | 8.1 | |
| Shareholders' equity | 9.3 | 9.8 | 10.2 | 10.2 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.6 | 0.8 | 0.8 | 0.6 | |
| D&A | 0.4 | 0.5 | 0.5 | 0.5 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.0 | |
| Working capital change | (0.2) | 0.1 | (0.1) | (0.2) | |
| Operating cash flow | 0.9 | 1.4 | 1.4 | 1.4 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.3) | (1.1) | (3.1) | (0.7) | |
| Buybacks | (0.3) | (0.3) | (0.3) | (1.0) | |
| Dividends paid | (0.0) | (0.0) | (0.0) | (0.0) | |
| Debt issuance / (repay) | (0.7) | (0.0) | 2.1 | 0.0 | |
| Financing cash flow | (1.0) | (0.3) | 1.7 | (1.1) | |
| Free cash flow | 0.8 | 1.3 | 1.2 | 1.2 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 6.2% | 6.6% | 8.2% | 8.4% | 5.7% | 9% | |
| ROA | 3.6% | 4.0% | 5.1% | 5.0% | 3.2% | 5.3% | |
| ROIC | 5.6% | 6.3% | 8.1% | 7.3% | 7.6% | 8.4% | |
| Gross margin | 38.6% | 39.3% | 41.9% | 43.8% | 38.5% | 37.9% | |
| Operating margin | 11.0% | 13.8% | 16.9% | 18.0% | 18.5% | 21.5% | |
| Net margin | 10.9% | 10.2% | 11.3% | 11.6% | 7.6% | 12.1% | |
| EBITDA margin | 19.9% | 21.6% | 24.0% | 25.3% | 25.1% | 25.2% | |
| FCF margin | 10.7% | 12.9% | 18.5% | 18.1% | 15.9% | — | |
| VALUATION | |||||||
| P/E | 45.26 | 35.26 | 40.47 | 43.82 | 53.93 | 31.7 | |
| P/B | 2.83 | 2.32 | 3.22 | 3.61 | 3.11 | 3.0 | |
| P/S | 4.94 | 3.60 | 4.58 | 5.08 | 4.10 | 3.80 | |
| P/FCF | 46.18 | 27.85 | 24.77 | 28.11 | 25.70 | 24.8 | |
| EV/EBITDA | 26.23 | 17.61 | 19.85 | 21.98 | 20.62 | 16.9 | |
| EV/Revenue | 5.21 | 3.80 | 4.75 | 5.55 | 4.56 | 4.3 | |
| Earnings yield | 2.2% | 2.8% | 2.5% | 2.3% | 1.9% | 3.15% | |
| FCF yield | 2.2% | 3.6% | 4.0% | 3.6% | 3.9% | 4.04% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.80 | 2.37 | 2.22 | 2.29 | 2.06 | 1.62 | |
| Quick ratio | 2.22 | 1.76 | 1.67 | 1.71 | 1.49 | 1.15 | |
| Debt / equity | 0.39 | 0.30 | 0.28 | 0.49 | 0.47 | 0.47 | |
| Debt / assets | 22.9% | 18.9% | 17.8% | 27.7% | 26.1% | 26.6% | |
| Net debt / EBITDA | 1.34 | 0.92 | 0.71 | 1.88 | 2.09 | 1.83 | |
| Interest coverage | 6.85 | 8.19 | 7.58 | 6.31 | 4.68 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.33 | 0.40 | 0.45 | 0.43 | 0.42 | 0.44 | |
| Receivables turnover | 5.69 | 5.71 | 5.84 | 5.63 | 5.36 | 5.2 | |
| DSO (days) | 64 | 64 | 63 | 65 | 68 | 70 | |
| DPO (days) | 70 | 74 | 72 | 74 | 71 | 67 | |
| Cash conversion cycle | 85 | 86 | 83 | 83 | 83 | 93 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 18.4% | 14.8% | 16.2% | 5.2% | 5.7% | — | |
| Net income growth | 1789.2% | 7.5% | 28.8% | 7.7% | -30.7% | — | |
| EPS growth | 1834.5% | 8.6% | 29.1% | 8.1% | -28.8% | — | |
| FCF growth | -36.3% | 38.9% | 66.1% | 2.8% | -6.6% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 1.36 | 1.48 | 1.91 | 2.06 | 1.47 | 2.45 | |
| Book value / share | 21.77 | 22.47 | 23.97 | 25.03 | 25.49 | 26.13 | |
| Revenue / share | 12.46 | 14.45 | 16.84 | 17.79 | 19.33 | 20.26 | |
| FCF / share | 1.33 | 1.87 | 3.12 | 3.21 | 3.08 | 3.11 | |
| Cash / share | 5.10 | 3.94 | 3.91 | 3.79 | 3.16 | 2.99 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.9% | 1.2% | 0.8% | 0.7% | 3.2% | 2.63% | |
| Altman Z-Score | 3.23 | 3.19 | 4.33 | 3.84 | 3.32 | 3.4 | |
| Piotroski F-Score | 9 | 8 | 8 | 6 | 6 | 7/9 | |
| Beneish M-Score | -2.47 | -2.46 | -2.59 | -2.49 | -2.14 | -2.48 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 3.4 | Safe (>2.99) | Safe |
| Income quality | 1.40 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.48 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.79 |
| Interest burden | 0.83 |
| Operating margin | 18.5% |
| Asset turnover | 0.44× |
| Financial leverage | 1.79× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.98 |
| Earnings stability | 0.47 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 7.2% |
| EPS CAGR 3y | 12.4% |
| FCF CAGR 3y | 9.6% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| SYM | $28.0B | 404.7 | 3% | 1.6% | +20.6% | 6/9 | -46.3% |
| OTIS | $27.2B | 18.2 | -27% | 11.1% | +5.2% | 5/9 | -21.0% |
| DOV | $26.4B | 23.4 | 15% | 14.3% | +7.6% | 7/9 | +18.2% |
| XYL | $24.3B | 24.8 | 9% | 11.3% | +4.5% | 7/9 | -27.9% |
| CARR | $45.3B | 37.8 | 9% | 7.9% | -1.6% | 4/9 | — |
| ROK | $47.4B | 39.9 | 35% | 17.6% | +11.3% | 9/9 | — |
| NDSN | $18.0B | 32.5 | 18% | 18.7% | +7.0% | 9/9 | — |
| ITT | $17.7B | 38.8 | 11% | 5.8% | +28.1% | 3/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $8.12B | $8.14B / $8.11B | $3.55 | $3.60 / $3.53 | 7 |
| FY2027 | $8.52B | $8.64B / $8.45B | $3.91 | $3.96 / $3.82 | 7 |
| FY2028 | $8.89B | $9.31B / $8.57B | $4.25 | $4.63 / $3.81 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Quarter | $85.50 | +9.9% | 2 |
| Last Year | $93.20 | +19.8% | 15 |
| All Time | $83.79 | +7.7% | 38 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $76.80 | +0.98 | +1.28% | Above |
| SMA 50 | $77.60 | +0.18 | +0.23% | Above |
| SMA 200 | $81.46 | -3.68 | -4.52% | Below |
| EMA 9 | $77.90 | -0.12 | -0.15% | Below |
| EMA 21 | $77.19 | +0.59 | +0.76% | Above |
| EMA 50 | $77.53 | +0.25 | +0.32% | Above |
| EMA 200 | $79.80 | -2.02 | -2.53% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $77.84 / $78.75 / $79.63 | S1 / S2 | $76.96 / $76.05 |
| Bollinger (20,2) | $73.12 – $80.47 | Squeeze | Off |
| 52-wk range | $68.07 – $100.94 | Off 52-wk high | -22.9% |
| ATR (14) | $2.10 (2.7%) | Historical vol | 24.3% |
| Computed from live weekly prices | IR | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.66% | 1.83% |
| Best / worst week (1y) | +14.3% / -10.3% | — |
| Max drawdown (5y, monthly) | -48.1% | — |
| 1-week VaR (95%) | -7.0% | — |
| Beta (5y) | 1.15 | 1.00 |
| Reading | IR | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +6.4 | -26.7 | -24.1 | -20.5 |
| Trend | +24.0 | -31.6 | -26.2 | -21.3 |
| Momentum | +13.8 | -31.2 | -24.5 | -15.8 |
| Volume | +39.7 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Vicente Reynal Chairman, President and Chief | $16.2M | 51% equity+incentive |
| Vikram Kini SVP and Chief Financial Officer | $3.9M | 62% equity+incentive |
| Michael Weatherred SVP, Precision and Scienc | $3.0M | 61% equity+incentive |
| Andrew Schiesl SVP, General Counsel, Chief C | $2.4M | 57% equity+incentive |
| Kathleen Keene SVP, Chief Human Resource Off | $1.7M | 55% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 71 |
| Social | 73 |
| Governance | 68 |
| Composite ESG | 70 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-16 | Officer/Director Change; Shareholder Vote; Exhibits | 5.02,5.07,9.01 |
| 2026-04-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-12 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-12-17 | Departure/Election of Directors; Appointment of Officers; Regulation F | 5.02,7.01,9.01 |
| 2025-10-30 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-07-31 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-07-15 | 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 · 2020-11-02 to 2026-07-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 43 rows · 2010 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-20 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-05-14 to 2026-08-12 |
| 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.