| Profitability | 77/100 |
| Growth | 35/100 |
| Momentum | 55/100 |
| Quality | 74/100 |
| Earnings Quality | 66/100 |
| Balance Sheet | 54/100 |
| Value | 59/100 |
| Risk (safety) | 80/100 |
| Overall | 59.7/100 |
| Symbol | IS Score |
|---|---|
| CACI | 57 |
| JKHY | 75 |
| LDOS | 63 |
| FIS | 55 |
| CDW | 49 |
| BR | 74 |
| IT | 60 |
Both readings sit above the midpoint — business quality at 60 and price structure at 82 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 59.7 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 56 → 53 → 56 → 60 | 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 956 → now 654 | 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 | 654 | 75.2M | $9.7B | 113.1% | ex-outlier 101.7% |
| 2026 Q1 | 719 | 75.5M | $11.8B | 113.5% | ex-outlier 103.1% |
| 2025 Q4 | 819 | 74.1M | $17.8B | 111.5% | |
| 2025 Q3 | 799 | 72.2M | $18.4B | 108.5% | |
| 2025 Q2 | 901 | 73.8M | $28.7B | 111.0% | |
| 2025 Q1 | 925 | 73.5M | $29.7B | 110.5% | |
| 2024 Q4 | 956 | 72.8M | $34.5B | 109.5% | |
| 2024 Q3 | 908 | 70.6M | $34.9B | 106.2% | |
| 2024 Q2 | 875 | 71.4M | $31.5B | 107.4% | |
| 2024 Q1 | 884 | 71.5M | $33.4B | 107.5% | |
| 2023 Q4 | 869 | 71.6M | $31.7B | 107.6% | |
| 2023 Q3 | 792 | 72.0M | $24.6B | 108.3% |
Why 2026-06 reads 113.12%. Institutions cannot hold more of a company than exists. The reported 75.2M shares exceed the 66.5M outstanding, and a single filer accounts for the excess: BAMCO INC /NY reports 7,601,009 shares against 5,917,616 the prior quarter, a 1x jump, which alone would be 11.4% of the company. Excluding that filing, ownership is 101.7%. 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 113.48%. Institutions cannot hold more of a company than exists. The reported 75.5M shares exceed the 66.5M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 6,884,501 shares against 6,989,127 the prior quarter, a 1x jump, which alone would be 10.4% of the company. Excluding that filing, ownership is 103.1%. 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 |
|---|---|---|---|---|---|---|
| Bousa Edward Peter | director | 2026-10-01 | A-Award | 136 | — | 449 |
| Rus Daniela L | director | 2026-10-01 | A-Award | 126 | — | 416 |
| Serra Eileen | director | 2026-10-01 | A-Award | 149 | — | 3,511 |
| Dykstra Karen E | director | 2026-10-01 | A-Award | 96 | — | 742 |
| Fuchs Anne Sutherland | director | 2026-10-01 | J-Other | 70 | — | 8,167 |
| Fuchs Anne Sutherland | director | 2026-10-01 | A-Award | 70 | — | 29,647 |
| Fuchs Anne Sutherland | director | 2026-10-01 | J-Other | 70 | — | 29,577 |
| Gutierrez Jose M | director | 2026-10-01 | J-Other | 78 | — | 3,029 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 5 | 7,082 | $1.4M | Counted |
| M — Exercises (paired A/D) | 11 | 7,265 | — | None — mechanics |
| F — Tax withholding | 2 | 377 | $0.1M | None — compensation |
| G — Gifts | 3 | 1,880 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-27 | Robin B Kranich | 3,278 | $0.6M |
| 2026-08-24 | Akhil Jain | 700 | $0.1M |
| 2026-08-10 | Anne Sutherland Fuchs | 860 | $11724.2M |
| 2026-08-10 | Yvonne Genovese | 1,205 | $0.2M |
| Trailing 12 mo | 7 filings | 7,669 | $11726M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-13 | SCHEDULE 13G/A | Independent Franchise Partners, LLP | 8.34% | 5.6M sh |
| 2026-08-13 | SCHEDULE 13G/A | AQR Capital Management Holdings, LLC | 6.24% | 4.2M sh |
| 2026-07-28 | SCHEDULE 13G/A | BlackRock, Inc. | 7.50% | 5.0M sh |
| 2026-06-03 | SCHEDULE 13G/A | Baron Partners Fund | 5.04% | 3.4M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-04-14 | 2026-05-11 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-04-14 | 2026-05-11 |
| Gilbert Ray Cisneros | House | SELL | $1,001 - $15,000 | 2026-04-13 | 2026-05-11 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-10-05 | 2022-11-10 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-10-05 | 2022-11-09 |
| Thomas Hawley Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-10-05 | 2022-11-09 |
| Manager | Shares | Value |
|---|---|---|
| Douglas Lane & Associates, Llc | 156,262 | $29M |
| Artemis Investment Management Llp | 140,813 | $26M |
| Assenagon Asset Management S.A. | 127,110 | $24M |
| Wedge Capital Management L L P/Nc | 45,205 | $8M |
| Wealth Enhancement Advisory Servic | 45,095 | $8M |
| Triad Investment Management | 32,933 | $6M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $355M |
| VSMPX | 0.0% | $355M |
| VTSAX | 0.0% | $355M |
| VTI | 0.0% | $355M |
| VFIAX | 0.0% | $309M |
| VOO | 0.0% | $309M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.2M | 33 sh |
| Ubsa Ubs Ats | 2.1M | 31 sh |
| Ebxl Level Ats | 1.5M | 25 sh |
| Sgmt Sigma X2 | 1.2M | 30 sh |
| Mlix Instinct X | 1.0M | 41 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.8M | 29 sh |
| Region | Revenue | Share |
|---|---|---|
| United States And Canada | $4.0B | 62% |
| Europe Middle East Africa | $1.7B | 26% |
| Other International | $771M | 12% |
Moat score 65/100 — Narrow; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Eugene A. Hall | Chief Executive Officer & Chairman |
| Craig W. Safian | Executive Vice President & Chief Financial Officer |
| John Rinello | Executive Vice President of Global Business Sales |
| Robin Kranich | Executive Vice President & Chief Human Resources Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +15.5% | +15.7% | +7.9% | +6.1% | +3.7% |
| Gross profit | +19.4% | +15.0% | +5.9% | +6.0% | +3.6% |
| Operating income | +86.8% | +20.1% | +12.4% | -6.5% | -11.3% |
| Net income | +197.5% | +1.8% | +9.2% | +42.1% | -41.8% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.7 | 5.5 | 5.9 | 6.3 | 6.5 | |
| Cost of revenue | 1.4 | 1.7 | 1.9 | 2.0 | 2.1 | |
| Gross profit | 3.3 | 3.8 | 4.0 | 4.2 | 4.4 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | |
| SG&A expense | 2.2 | 2.5 | 2.7 | 2.9 | 3.1 | |
| Operating income | 0.9 | 1.1 | 1.2 | 1.2 | 1.0 | |
| EBITDA | 1.3 | 1.3 | 1.5 | 1.7 | 1.2 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Pretax income | 1.0 | 1.0 | 1.1 | 1.4 | 1.0 | |
| Income tax | 0.2 | 0.2 | 0.3 | 0.1 | 0.2 | |
| Net income | 0.8 | 0.8 | 0.9 | 1.3 | 0.7 | |
| Diluted EPS ($) | 9.21 | 9.96 | 11.08 | 16.00 | 9.65 | |
| Diluted shares (M) | 86 | 81 | 80 | 78 | 72 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.7 | 1.3 | 1.9 | 1.7 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.6 | 1.6 | 1.7 | 1.7 | |
| Total current assets | 2.8 | 3.4 | 4.2 | 4.1 | |
| PP&E (net) | 0.7 | 0.6 | 0.5 | 0.4 | |
| Goodwill + intangibles | 3.5 | 3.4 | 3.3 | 3.1 | |
| Total assets | 7.3 | 7.8 | 8.5 | 8.1 | |
| Accounts payable | 0.1 | 0.1 | 0.1 | 0.0 | |
| Short-term debt | 0.1 | 0.1 | 0.1 | 0.1 | |
| Deferred revenue | 2.4 | 2.6 | 2.8 | 2.8 | |
| Total current liabilities | 3.6 | 3.8 | 4.0 | 4.1 | |
| Long-term debt | 2.5 | 2.4 | 2.5 | 3.2 | |
| Total liabilities | 7.1 | 7.2 | 7.2 | 7.8 | |
| Shareholders' equity | 0.2 | 0.7 | 1.4 | 0.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.8 | 0.9 | 1.3 | 0.7 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | |
| Stock-based compensation | 0.1 | 0.1 | 0.2 | 0.2 | |
| Working capital change | (0.0) | 0.1 | (0.0) | (0.0) | |
| Operating cash flow | 1.1 | 1.2 | 1.5 | 1.3 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.1) | 0.1 | (0.1) | (0.1) | |
| Buybacks | (1.0) | (0.6) | (0.7) | (2.0) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | (0.0) | (0.0) | (0.0) | 0.5 | |
| Financing cash flow | (1.0) | (0.6) | (0.7) | (1.4) | |
| Free cash flow | 1.0 | 1.1 | 1.4 | 1.2 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 108.6% | 269.8% | 194.3% | 122.9% | 86.9% | 401% | |
| ROA | 10.8% | 11.0% | 11.7% | 15.3% | 8.8% | 10.8% | |
| ROIC | 26.2% | 32.2% | 39.1% | 44.9% | 34.9% | 23.8% | |
| Gross margin | 69.5% | 69.1% | 67.8% | 67.7% | 67.7% | 68.9% | |
| Operating margin | 19.3% | 20.1% | 20.9% | 18.4% | 15.8% | 17.3% | |
| Net margin | 16.8% | 14.8% | 14.9% | 20.0% | 11.2% | 12.0% | |
| EBITDA margin | 27.5% | 24.6% | 24.9% | 27.5% | 18.9% | 20.2% | |
| FCF margin | 26.5% | 18.1% | 17.8% | 22.1% | 18.1% | — | |
| VALUATION | |||||||
| P/E | 35.31 | 33.33 | 40.38 | 30.14 | 24.95 | 18.4 | |
| P/B | 75.50 | 118.20 | 52.36 | 27.80 | 56.86 | -81.6 | |
| P/S | 5.92 | 4.92 | 6.03 | 6.03 | 2.80 | 2.01 | |
| P/FCF | 22.37 | 27.10 | 33.86 | 27.32 | 15.48 | 10.1 | |
| EV/EBITDA | 23.45 | 21.84 | 25.42 | 22.52 | 16.34 | 11.1 | |
| EV/Revenue | 6.44 | 5.37 | 6.33 | 6.18 | 3.09 | 2.2 | |
| Earnings yield | 2.8% | 3.0% | 2.5% | 3.3% | 4.0% | 5.68% | |
| FCF yield | 4.5% | 3.7% | 3.0% | 3.7% | 6.5% | 9.94% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.78 | 0.77 | 0.91 | 1.06 | 1.00 | 0.88 | |
| Quick ratio | 0.78 | 0.77 | 0.91 | 1.06 | 1.00 | 0.88 | |
| Debt / equity | 8.76 | 13.86 | 4.51 | 2.13 | 11.31 | -17.80 | |
| Debt / assets | 43.8% | 43.3% | 39.2% | 34.0% | 44.7% | 41.4% | |
| Net debt / EBITDA | 1.92 | 1.83 | 1.19 | 0.56 | 1.54 | 1.14 | |
| Interest coverage | 9.33 | 9.51 | 13.58 | 21.85 | 16.98 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.64 | 0.74 | 0.78 | 0.77 | 0.78 | 0.90 | |
| Receivables turnover | 3.63 | 3.75 | 3.74 | 3.80 | 3.84 | 5.4 | |
| DSO (days) | 100 | 97 | 98 | 96 | 95 | 68 | |
| DPO (days) | 11 | 14 | 14 | 11 | 9 | 165 | |
| Cash conversion cycle | 89 | 83 | 84 | 85 | 86 | -97 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 15.5% | 15.7% | 7.9% | 6.1% | 3.7% | — | |
| Net income growth | 197.5% | 1.8% | 9.2% | 42.1% | -41.8% | — | |
| EPS growth | 219.8% | 6.5% | 10.8% | 43.9% | -37.1% | — | |
| FCF growth | 52.9% | -20.7% | 6.0% | 31.4% | -15.0% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 9.47 | 10.08 | 11.17 | 16.07 | 10.11 | 11.66 | |
| Book value / share | 4.43 | 2.84 | 8.62 | 17.43 | 4.44 | -2.52 | |
| Revenue / share | 56.49 | 68.36 | 74.77 | 80.35 | 90.11 | 97.20 | |
| FCF / share | 14.95 | 12.40 | 13.32 | 17.73 | 16.30 | 19.38 | |
| Cash / share | 9.03 | 8.71 | 16.70 | 24.78 | 23.89 | 22.39 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 5.9% | 3.9% | 1.7% | 1.9% | 10.9% | 30.54% | |
| Altman Z-Score | 3.96 | 4.16 | 5.07 | 5.50 | 3.79 | 3.8 | |
| Piotroski F-Score | 7 | 7 | 8 | 8 | 5 | 7/9 | |
| Beneish M-Score | -2.74 | -2.52 | -2.62 | -2.55 | -2.82 | -2.96 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 3.8 | Safe (>2.99) | Safe |
| Income quality | 1.78 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.96 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.75 |
| Interest burden | 0.92 |
| Operating margin | 17.2% |
| Asset turnover | 0.83× |
| Financial leverage | 11.37× |
| = ROE | 114% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.91 |
| Earnings stability | 0.33 |
| Earnings persistence | 0.85 |
| Revenue CAGR 3y | 4.0% |
| EPS CAGR 3y | 0.2% |
| FCF CAGR 3y | 8.8% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CACI | $13.6B | 25.3 | 13% | 5.8% | +10.9% | 5/9 | +18.5% |
| JKHY | $10.7B | 21.9 | 24% | 17.6% | +6.7% | 6/9 | +1.7% |
| LDOS | $15.7B | 11.5 | 28% | 7.8% | +3.4% | 6/9 | -32.1% |
| FIS | $18.6B | 5.5 | 22% | 6.8% | +20.4% | 5/9 | -45.0% |
| CDW | $18.8B | 18.0 | 44% | 4.2% | +7.4% | 6/9 | — |
| BR | $19.8B | 18.1 | 41% | 17.9% | +8.5% | 9/9 | — |
| G | $6.3B | 11.0 | 22% | 10.8% | +6.5% | 9/9 | — |
| EPAM | $6.3B | 16.5 | 11% | 7.3% | +10.8% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $6.42B | $6.44B / $6.41B | $14.47 | $14.73 / $14.13 | 10 |
| FY2027 | $6.68B | $6.74B / $6.59B | $16.47 | $17.47 / $15.02 | 10 |
| FY2028 | $7.02B | $7.31B / $6.78B | $18.91 | $23.83 / $17.10 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $195.00 | -5.0% | 2 |
| Last Quarter | $191.14 | -6.9% | 7 |
| Last Year | $200.12 | -2.5% | 33 |
| All Time | $288.48 | +40.5% | 56 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $189.40 | +15.95 | +8.42% | Above |
| SMA 50 | $188.70 | +16.65 | +8.82% | Above |
| SMA 200 | $170.25 | +35.10 | +20.62% | Above |
| EMA 9 | $197.15 | +8.20 | +4.16% | Above |
| EMA 21 | $192.04 | +13.31 | +6.93% | Above |
| EMA 50 | $184.48 | +20.87 | +11.31% | Above |
| EMA 200 | $190.17 | +15.18 | +7.98% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $205.06 / $211.01 / $214.72 | S1 / S2 | $201.35 / $195.40 |
| Bollinger (20,2) | $173.86 – $204.94 | Squeeze | Off |
| 52-wk range | $124.25 – $261.10 | Off 52-wk high | -21.4% |
| ATR (14) | $7.95 (3.9%) | Historical vol | 42.0% |
| Computed from live weekly prices | IT | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 8.17% | 1.83% |
| Best / worst week (1y) | +25.4% / -30.2% | — |
| Max drawdown (5y, monthly) | -74.9% | — |
| 1-week VaR (95%) | -10.8% | — |
| Beta (5y) | 0.95 | 1.00 |
| Reading | IT | Information Technology Services n=1,049 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +21.1 | -13.5 | -20.7 | -20.5 |
| Trend | +42.5 | -10.2 | -20.8 | -21.3 |
| Momentum | +58.8 | -9.0 | -28.5 | -15.8 |
| Volume | +21.7 | +4.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Eugene A. Hall, Chairman of the Board & Chie | $19.2M | 68% equity+incentive |
| Craig W. Safian, EVP, Chief Financial Office | $6.5M | 65% equity+incentive |
| Robin Kranich, EVP, Chief Human Resources Of | $4.4M | 64% equity+incentive |
| Scott Hensel, EVP, Global Services & Deliver | $4.3M | 64% equity+incentive |
| Thomas Kim, EVP, Chief Legal Officer & Secre | $3.9M | 63% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 41 |
| Social | 62 |
| Governance | 76 |
| Composite ESG | 60 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-10-08 | Officer/Director Change | 5.02 |
| 2026-08-04 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-06-02 | Shareholder Vote | 5.07 |
| 2026-05-05 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-02-03 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01,9.01 |
| 2026-01-29 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
| 2025-11-20 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,8.01,9.01 |
| 2025-11-04 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01,9.01 |
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 · 2020-11-03 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 113 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-06-03 to 2026-08-13 |
| 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.