| Profitability | 27/100 |
| Growth | 41/100 |
| Momentum | 70/100 |
| Quality | 63/100 |
| Earnings Quality | 64/100 |
| Balance Sheet | 30/100 |
| Value | 40/100 |
| Risk (safety) | 15/100 |
| Overall | 40.2/100 |
| Symbol | IS Score |
|---|---|
| IPG | 31 |
| TTD | 64 |
| MGNI | 59 |
| PTRN | 44 |
| FWONK | 53 |
| ROKU | 75 |
| OMC | 40 |
These two disagree — business quality 40, price structure 73 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 40.2 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 45 → 28 → 39 → 40 | the direction matters more than the level |
| Technical vote share back above 50% | now 91% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,149 → now 1,108 | 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 | 1,108 | 296.9M | $21.5B | 106.1% | ex-outlier 95.9% |
| 2026 Q1 | 1,135 | 307.2M | $23.1B | 109.8% | ex-outlier 99.3% |
| 2025 Q4 | 1,149 | 311.4M | $25.0B | 111.3% | |
| 2025 Q3 | 945 | 219.0M | $17.8B | 78.3% | |
| 2025 Q2 | 946 | 213.9M | $15.1B | 76.4% | |
| 2025 Q1 | 987 | 203.3M | $16.5B | 72.7% | |
| 2024 Q4 | 960 | 194.2M | $16.4B | 69.4% | |
| 2024 Q3 | 943 | 188.1M | $19.1B | 67.2% | |
| 2024 Q2 | 911 | 188.2M | $16.6B | 67.3% | |
| 2024 Q1 | 889 | 187.3M | $17.8B | 67.0% | |
| 2023 Q4 | 883 | 182.5M | $15.5B | 65.2% | |
| 2023 Q3 | 848 | 179.7M | $13.1B | 64.2% |
Why 2026-06 reads 106.11%. Institutions cannot hold more of a company than exists. The reported 296.9M shares exceed the 279.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 28,593,656 shares against 29,498,159 the prior quarter, a 1x jump, which alone would be 10.2% of the company. Excluding that filing, ownership is 95.9%. 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 2026-03 reads 109.81%. Institutions cannot hold more of a company than exists. The reported 307.2M shares exceed the 279.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 29,498,159 shares against 29,182,733 the prior quarter, a 1x jump, which alone would be 10.5% of the company. Excluding that filing, ownership is 99.3%. 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.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Moore Patrick Q | director | 2026-10-01 | A-Award | 697 | — | 25,198 |
| Martore Gracia C | director | 2026-10-01 | A-Award | 696 | — | 29,355 |
| Kissire Deborah J. | director | 2026-10-01 | A-Award | 696 | — | 28,683 |
| Hawkins Ronnie S. | director | 2026-10-01 | A-Award | 696 | — | 22,813 |
| Gerstein Mark D | director | 2026-10-01 | A-Award | 696 | — | 17,179 |
| Gerstein Mark D | director | 2026-10-01 | A-Award | 306 | — | 17,485 |
| Coleman Leonard S Jr | director | 2026-10-01 | A-Award | 696 | — | 51,362 |
| Choksi Mary C | director | 2026-10-01 | A-Award | 696 | — | 49,093 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 2,733 | $0.2M | Counted |
| F — Tax withholding | 10 | 107,139 | $8.0M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-24 | Rice Linda Johnson | 1,385 | $0.1M |
| 2026-03-02 | Rice Linda Johnson | 1,348 | $0.1M |
| 2025-05-30 | Rice Linda Johnson | 1,639 | $0.1M |
| 2024-10-18 | Castellaneta Andrew | 4,000 | $0.4M |
| Trailing 12 mo | 2 filings | 2,733 | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-07 | SCHEDULE 13G | SSGA FUNDS MANAGEMENT, INC. | 5.10% | 14.5M sh |
| 2026-07-31 | SCHEDULE 13G/A | Vanguard Portfolio Management | 4.74% | 13.5M sh |
| 2026-05-12 | SCHEDULE 13G | SSGA FUNDS MANAGEMENT, INC. | 5.90% | 16.7M sh |
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 8.24% | 23.5M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| 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 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-03-13 | 2026-04-08 |
| John Boozman | Senate | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-15 |
| John Boozman | Senate | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 |
| John Boozman | Senate | SELL | $1,001 - $15,000 | 2026-01-15 | 2026-02-15 |
| Manager | Shares | Value |
|---|---|---|
| Zwj Investment Counsel Inc | 500,416 | $37M |
| Fort Washington Investment Advisor | 439,975 | $32M |
| Deprince Race & Zollo Inc | 380,783 | $28M |
| Sound Income Strategies, Llc | 365,161 | $28M |
| Assenagon Asset Management S.A. | 229,598 | $17M |
| Mcrae Capital Management Inc | 226,410 | $17M |
| Fund | Weight | Position |
|---|---|---|
| XLC | 2.8% | $681M |
| VITSX | 0.0% | $642M |
| VTI | 0.0% | $642M |
| VTSAX | 0.0% | $642M |
| VSMPX | 0.0% | $642M |
| VFINX | 0.0% | $530M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 4.9M | 67 sh |
| Ubsa Ubs Ats | 4.5M | 68 sh |
| Ebxl Level Ats | 3.4M | 38 sh |
| Mlix Instinct X | 2.8M | 77 sh |
| Sgmt Sigma X2 | 2.7M | 64 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.5M | 65 sh |
| Region | Revenue | Share |
|---|---|---|
| North America | $9.6B | 36% |
| UNITED STATES | $9.1B | 35% |
| EMEA | $4.8B | 18% |
| Asia Pacific | $1.9B | 7% |
| Latin America | $540M | 2% |
| Middle East and Africa | $409M | 2% |
Moat score 56/100 — Narrow; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Daryl D. Simm | Co-President & Co-COO |
| Philip J. Angelastro | Executive Vice President & Chief Financial Officer |
| Jonathan Nelson | Founder & Chief Executive Officer of Omnicom Digital |
| Louis F. Januzzi | Senior Vice President, General Counsel & Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +8.5% | -0.0% | +2.8% | +6.8% | +10.1% |
| Gross profit | +21.8% | +1.9% | -3.0% | +9.7% | +8.9% |
| Operating income | +25.3% | +2.3% | -4.2% | +11.5% | +10.2% |
| Net income | +46.7% | -6.9% | +7.1% | +6.4% | -103.7% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 14.3 | 14.3 | 14.7 | 15.7 | 17.3 | |
| Cost of revenue | 11.8 | 11.7 | 12.2 | 12.9 | 14.3 | |
| Gross profit | 2.5 | 2.6 | 2.5 | 2.7 | 3.0 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | |
| Operating income | 2.1 | 2.2 | 2.1 | 2.3 | 2.6 | |
| EBITDA | 2.4 | 2.4 | 2.4 | 2.6 | 0.8 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | |
| Pretax income | 2.0 | 2.0 | 2.0 | 2.1 | 0.3 | |
| Income tax | 0.5 | 0.5 | 0.5 | 0.6 | 0.2 | |
| Net income | 1.4 | 1.3 | 1.4 | 1.5 | -0.1 | |
| Diluted EPS ($) | 6.53 | 6.36 | 6.91 | 7.46 | -0.27 | |
| Diluted shares (M) | 216 | 207 | 201 | 199 | 205 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 4.3 | 4.4 | 4.3 | 6.9 | |
| ST investments | 0.1 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 8.1 | 8.7 | 9.2 | 17.8 | |
| Total current assets | 14.6 | 15.4 | 16.2 | 27.5 | |
| PP&E (net) | 2.1 | 1.9 | 1.9 | 2.4 | |
| Goodwill + intangibles | 10.0 | 10.4 | 11.2 | 23.7 | |
| Total assets | 27.0 | 28.0 | 29.6 | 54.4 | |
| Accounts payable | 11.0 | 11.6 | 12.5 | 20.7 | |
| Short-term debt | 0.0 | 0.8 | 0.0 | 1.9 | |
| Deferred revenue | 1.5 | 1.4 | 1.3 | 1.7 | |
| Total current liabilities | 15.1 | 16.2 | 16.3 | 29.5 | |
| Long-term debt | 5.6 | 4.9 | 6.0 | 9.3 | |
| Total liabilities | 22.8 | 23.4 | 24.4 | 41.4 | |
| Shareholders' equity | 4.2 | 4.6 | 5.2 | 13.1 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.4 | 1.5 | 1.6 | 0.0 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.3 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.8) | (0.5) | (0.2) | 0.7 | |
| Operating cash flow | 0.9 | 1.4 | 1.7 | 2.9 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.4) | 0.1 | (1.1) | 1.0 | |
| Buybacks | (0.6) | (0.6) | (0.4) | (0.7) | |
| Dividends paid | (0.6) | (0.6) | (0.6) | (0.5) | |
| Debt issuance / (repay) | 0.0 | (0.0) | 0.5 | (0.0) | |
| Financing cash flow | (1.4) | (1.4) | (0.6) | (1.6) | |
| Free cash flow | 0.8 | 1.3 | 1.6 | 2.8 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 44.3% | 39.8% | 38.0% | 37.9% | -0.7% | 4% | |
| ROA | 5.0% | 4.7% | 4.7% | 5.1% | -0.1% | 0.8% | |
| ROIC | 33.6% | 28.2% | 30.0% | 25.7% | 2.1% | 7.0% | |
| Gross margin | 17.7% | 18.0% | 17.0% | 17.5% | 17.3% | 17.5% | |
| Operating margin | 15.0% | 15.4% | 14.3% | 15.0% | 15.0% | 13.9% | |
| Net margin | 9.8% | 9.1% | 9.5% | 9.4% | -0.3% | 1.7% | |
| EBITDA margin | 16.9% | 16.6% | 16.5% | 16.7% | 4.8% | 7.8% | |
| FCF margin | 9.0% | 5.9% | 9.1% | 10.2% | 16.1% | — | |
| VALUATION | |||||||
| P/E | 9.67 | 11.66 | 12.39 | 11.11 | -303.59 | 43.1 | |
| P/B | 4.16 | 4.66 | 4.46 | 3.92 | 1.37 | 2.3 | |
| P/S | 0.95 | 1.06 | 1.10 | 1.05 | 0.96 | 0.99 | |
| P/FCF | 10.64 | 17.86 | 12.01 | 10.33 | 5.93 | 9.3 | |
| EV/EBITDA | 6.22 | 7.38 | 7.52 | 7.25 | 27.20 | 17.3 | |
| EV/Revenue | 1.06 | 1.23 | 1.24 | 1.21 | 1.30 | 1.3 | |
| Earnings yield | 10.3% | 8.6% | 8.1% | 9.0% | -0.3% | 1.74% | |
| FCF yield | 9.4% | 5.6% | 8.3% | 9.7% | 16.9% | 10.81% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.98 | 0.97 | 0.95 | 1.00 | 0.93 | 0.92 | |
| Quick ratio | 0.91 | 0.89 | 0.86 | 0.90 | 0.93 | 0.78 | |
| Debt / equity | 2.10 | 2.06 | 1.80 | 1.64 | 1.06 | 1.15 | |
| Debt / assets | 24.2% | 24.8% | 23.2% | 23.2% | 23.5% | 22.9% | |
| Net debt / EBITDA | 0.64 | 0.99 | 0.86 | 0.97 | 7.15 | 4.63 | |
| Interest coverage | 9.41 | 10.33 | 10.12 | 9.58 | 2.08 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.51 | 0.52 | 0.53 | 0.54 | 0.41 | 0.45 | |
| Receivables turnover | 1.75 | 1.72 | 1.75 | 1.75 | 1.28 | 1.7 | |
| DSO (days) | 208 | 212 | 208 | 208 | 286 | 220 | |
| DPO (days) | 363 | 357 | 344 | 340 | 423 | 359 | |
| Cash conversion cycle | -120 | -107 | -97 | -90 | -117 | -67 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 8.5% | -0.0% | 2.8% | 6.8% | 10.1% | — | |
| Net income growth | 48.9% | -7.7% | 0.3% | 13.6% | -103.7% | — | |
| EPS growth | 50.9% | -4.1% | 3.2% | 14.2% | -103.6% | — | |
| FCF growth | -22.4% | -33.7% | 58.4% | 18.6% | 75.1% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 6.60 | 6.33 | 6.53 | 7.46 | -0.27 | 1.40 | |
| Book value / share | 15.33 | 15.85 | 18.13 | 21.14 | 58.79 | 36.71 | |
| Revenue / share | 66.99 | 69.63 | 73.65 | 79.08 | 84.29 | 79.95 | |
| FCF / share | 6.00 | 4.13 | 6.73 | 8.03 | 13.61 | 8.54 | |
| Cash / share | 24.93 | 21.16 | 22.22 | 21.87 | 33.58 | 11.92 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 3.9% | 4.0% | 3.5% | 2.3% | 4.3% | 17.04% | |
| Altman Z-Score | 1.52 | 1.68 | 1.69 | 1.74 | 0.82 | 1.1 | |
| Piotroski F-Score | 8 | 4 | 6 | 7 | 2 | 6/9 | |
| Beneish M-Score | -2.53 | -2.41 | -2.45 | -2.41 | -1.76 | -1.97 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 1.1 | Distress (<1.81) | Distress |
| Income quality | N/M | Loss-making | OCF ÷ net income not meaningful with negative earnings; OCF itself is the signal |
| Beneish M-Score | -1.97 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.45 |
| Interest burden | 0.69 |
| Operating margin | 5.6% |
| Asset turnover | 0.57× |
| Financial leverage | 5.45× |
| = ROE | 5% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.61 |
| Earnings stability | 0.38 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 15.9% |
| EPS CAGR 3y | -41.0% |
| FCF CAGR 3y | 43.6% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| IPG | $8.9B | 31.5 | 15% | 5.2% | -6.0% | 6/9 | +1.4% |
| TTD | $5.8B | 14.6 | 15% | 9.0% | +11.6% | 6/9 | -75.5% |
| MGNI | $3.4B | 20.0 | 20% | 10.0% | +8.3% | 9/9 | +27.6% |
| PTRN | $2.7B | -22.1 | -21% | 3.1% | — | 3/9 | +24.8% |
| FWONK | $22.8B | 45.2 | 3% | 0.5% | +12.2% | 4/9 | — |
| ROKU | $20.4B | 64.4 | 13% | 12.1% | +18.5% | 8/9 | — |
| SATS | $25.1B | -4.4 | -33% | — | -5.2% | 5/9 | — |
| FOXA | $27.1B | 14.7 | 14% | 16.4% | +5.1% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $25.89B | $25.93B / $25.84B | $10.41 | $10.58 / $10.22 | 7 |
| FY2027 | $25.02B | $25.15B / $24.87B | $11.76 | $11.87 / $11.63 | 7 |
| FY2028 | $26.02B | $26.44B / $25.23B | $13.33 | $14.58 / $10.38 | 5 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $88.00 | +9.2% | 1 |
| Last Quarter | $86.50 | +7.4% | 2 |
| Last Year | $94.67 | +17.5% | 9 |
| All Time | $97.34 | +20.8% | 41 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $76.12 | +4.44 | +5.83% | Above |
| SMA 50 | $80.88 | -0.32 | -0.40% | Below |
| SMA 200 | $78.04 | +2.52 | +3.23% | Above |
| EMA 9 | $78.18 | +2.38 | +3.04% | Above |
| EMA 21 | $77.65 | +2.91 | +3.75% | Above |
| EMA 50 | $78.81 | +1.75 | +2.22% | Above |
| EMA 200 | $78.37 | +2.19 | +2.79% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $80.18 / $81.35 / $81.99 | S1 / S2 | $79.54 / $78.37 |
| Bollinger (20,2) | $72.21 – $80.03 | Squeeze | Off |
| 52-wk range | $66.33 – $89.57 | Off 52-wk high | -10.1% |
| ATR (14) | $1.93 (2.4%) | Historical vol | 20.4% |
| Computed from live weekly prices | OMC | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.56% | 1.83% |
| Best / worst week (1y) | +16.8% / -9.7% | — |
| Max drawdown (5y, monthly) | -37.7% | — |
| 1-week VaR (95%) | -7.5% | — |
| Beta (5y) | 0.67 | 1.00 |
| Reading | OMC | Advertising Agencies n=361 | Communication Services n=1,956 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -2.3 | -19.0 | -17.5 | -20.5 |
| Trend | +18.9 | -22.3 | -21.6 | -21.3 |
| Momentum | +56.8 | -14.9 | -14.5 | -15.8 |
| Volume | -52.6 | -14.2 | -6.2 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| John D. Wren Chairman and Chief Executive Of | $69.9M | 0% equity+incentive |
| Daryl D. Simm Co-President and Co-Chief Oper | $10.0M | 90% equity+incentive |
| Philip J. Angelastro Executive VP and Chief | $8.9M | 89% equity+incentive |
| Louis F. Januzzi Senior VP, General Counsel | $2.2M | 67% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 55 |
| Social | 53 |
| Governance | 63 |
| Composite ESG | 57 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-10-06 | Officer/Director Change | 5.02 |
| 2026-07-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-05-08 | Shareholder Vote | 5.07 |
| 2026-04-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-03-12 | Regulation FD Disclosure | 7.01 |
| 2026-03-02 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,9.01 |
| 2026-02-18 | 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; Submission o | 5.02,5.07,9.01 |
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 · 2020-10-27 to 2026-07-28 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 123 rows · 1995 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 · 2026-04-30 to 2026-08-07 |
| 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.