| Profitability | 67/100 |
| Growth | 61/100 |
| Momentum | 84/100 |
| Quality | 88/100 |
| Earnings Quality | 72/100 |
| Balance Sheet | 90/100 |
| Value | 41/100 |
| Risk (safety) | 100/100 |
| Overall | 71.5/100 |
| Symbol | IS Score |
|---|---|
| MDLN | 43 |
| RMD | 82 |
| HOLX | 56 |
| SOLV | 37 |
| BDX | 43 |
| BAX | 32 |
| WST | 72 |
Both readings sit above the midpoint — business quality at 72 and price structure at 88 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 71.5 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 65 → 67 → 74 → 72 | 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 838 → now 838 | 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 | 838 | 71.1M | $24.5B | 100.4% | ex-outlier 91.0% |
| 2026 Q1 | 755 | 71.1M | $16.8B | 100.4% | ex-outlier 90.8% |
| 2025 Q4 | 805 | 69.5M | $18.3B | 98.2% | |
| 2025 Q3 | 761 | 69.2M | $17.4B | 97.7% | |
| 2025 Q2 | 737 | 70.1M | $14.8B | 99.0% | |
| 2025 Q1 | 719 | 69.9M | $15.1B | 98.7% | |
| 2024 Q4 | 749 | 69.9M | $22.2B | 98.7% | |
| 2024 Q3 | 734 | 68.6M | $19.8B | 96.9% | |
| 2024 Q2 | 782 | 68.3M | $21.5B | 96.5% | |
| 2024 Q1 | 784 | 68.6M | $25.8B | 96.8% | |
| 2023 Q4 | 787 | 68.7M | $22.9B | 97.1% | |
| 2023 Q3 | 762 | 68.7M | $24.2B | 97.0% |
Why 2026-06 reads 100.37%. Institutions cannot hold more of a company than exists. The reported 71.1M shares exceed the 70.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 6,651,784 shares against 6,836,714 the prior quarter, a 1x jump, which alone would be 9.4% of the company. Excluding that filing, ownership is 91.0%. 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 100.41%. Institutions cannot hold more of a company than exists. The reported 71.1M shares exceed the 70.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 6,836,714 shares against 6,599,735 the prior quarter, a 1x jump, which alone would be 9.7% of the company. Excluding that filing, ownership is 90.8%. 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 |
|---|---|---|---|---|---|---|
| Haugen Janet Brutschea | director | 2026-09-30 | A-Award | 44 | — | 351 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-15 | EXERCISE | 2,524 | $0.23M | 24,342 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-15 | SELL | 2,524 | $0.92M | 21,818 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-15 | EXERCISE | 2,524 | $0.23M | 0 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-14 | EXERCISE | 2,500 | $0.22M | 24,318 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-14 | SELL | 2,500 | $0.89M | 21,818 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-14 | EXERCISE | 2,500 | $0.22M | 2,524 |
| Favorite Annette F | Sr. VP & Chief HR Officer | 2026-09-11 | SELL | 2,500 | $0.86M | 21,818 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 6 | 13,737 | $4.7M | Counted |
| M — Exercises (paired A/D) | 11 | 24,791 | $1.5M | None — mechanics |
| F — Tax withholding | 4 | 3,328 | $1.2M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-05-07 | Hofmann Thomas W | 3,384 | $1.1M |
| 2024-08-06 | Green Eric Mark | 30,732 | $9.4M |
| 2024-05-10 | Hofmann Thomas W | 617 | $0.2M |
| 2024-05-07 | Green Eric Mark | 66,000 | $24.3M |
| Trailing 12 mo | 1 filings | 3,384 | $1M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-06 | SCHEDULE 13G | Abigail P. Johnson | 5.00% | 3.6M sh |
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.48% | 5.4M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.69% | 4.1M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Lisa McClain | House | SELL | $1,001 - $15,000 | 2025-07-22 | 2025-08-13 |
| Lisa McClain | House | BUY | $1,001 - $15,000 | 2025-06-17 | 2025-08-13 |
| Lisa C. McClain | House | BUY | $1,001 - $15,000 | 2025-06-16 | 2025-08-13 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-03-30 | 2022-04-08 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-03-30 | 2022-04-07 |
| Thomas Hawley Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-03-30 | 2022-04-07 |
| Manager | Shares | Value |
|---|---|---|
| Border To Coast Pensions Partnersh | 219,390 | $81M |
| Birch Hill Investment Advisors Llc | 158,911 | $59M |
| Seilern Investment Management Ltd | 120,729 | $45M |
| Ninety One Uk Ltd | 86,378 | $32M |
| Mccollum Christoferson Group Llc | 63,775 | $14M |
| Assenagon Asset Management S.A. | 51,639 | $19M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $828M |
| VTSAX | 0.0% | $828M |
| VSMPX | 0.0% | $828M |
| VTI | 0.0% | $828M |
| VFFSX | 0.0% | $685M |
| VFIAX | 0.0% | $685M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 1.6M | 27 sh |
| Ubsa Ubs Ats | 1.4M | 32 sh |
| Ebxl Level Ats | 0.8M | 19 sh |
| Sgmt Sigma X2 | 0.7M | 22 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.7M | 27 sh |
| Mlix Instinct X | 0.6M | 32 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $1.3B | 43% |
| Other Europe Countries | $451M | 15% |
| GERMANY | $380M | 12% |
| Other Countries | $353M | 11% |
| IRELAND | $333M | 11% |
| FRANCE | $227M | 7% |
Moat score 54/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Robert W. McMahon | Senior Vice President & Chief Financial Officer |
| Eric Green | Non-Independent Chair of the Board, President & Chief Executive Officer |
| Devesh Mathur | Senior Vice President & Chief Technology Officer |
| Shane Campbell | SVP & Chief Proprietary Segment Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +31.9% | +1.9% | +2.3% | -2.0% | +6.3% |
| Gross profit | +52.8% | -2.9% | -0.5% | -11.5% | +10.1% |
| Operating income | +81.1% | +0.6% | -6.9% | -16.4% | +3.8% |
| Net income | +91.2% | -11.5% | +1.3% | -17.0% | +0.2% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 2.8 | 2.9 | 3.0 | 2.9 | 3.1 | |
| Cost of revenue | 1.7 | 1.7 | 1.8 | 1.9 | 2.0 | |
| Gross profit | 1.2 | 1.1 | 1.1 | 1.0 | 1.1 | |
| R&D expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| SG&A expense | 0.4 | 0.3 | 0.4 | 0.3 | 0.4 | |
| Operating income | 0.8 | 0.8 | 0.7 | 0.6 | 0.6 | |
| EBITDA | 0.9 | 0.8 | 0.8 | 0.7 | 0.7 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | |
| Pretax income | 0.8 | 0.7 | 0.7 | 0.6 | 0.6 | |
| Income tax | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Net income | 0.7 | 0.6 | 0.6 | 0.5 | 0.5 | |
| Diluted EPS ($) | 8.67 | 7.73 | 7.88 | 6.69 | 6.80 | |
| Diluted shares (M) | 76 | 76 | 75 | 74 | 73 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.9 | 0.9 | 0.5 | 0.8 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.5 | 0.5 | 0.6 | 0.6 | |
| Total current assets | 1.9 | 1.9 | 1.5 | 2.0 | |
| PP&E (net) | 1.3 | 1.5 | 1.7 | 0.0 | |
| Goodwill + intangibles | 0.1 | 0.1 | 0.1 | 0.1 | |
| Total assets | 3.6 | 3.8 | 3.6 | 4.3 | |
| Accounts payable | 0.2 | 0.2 | 0.2 | 0.3 | |
| Short-term debt | 0.0 | 0.1 | 0.0 | 0.0 | |
| Deferred revenue | 0.1 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 0.5 | 0.7 | 0.6 | 0.7 | |
| Long-term debt | 0.2 | 0.1 | 0.2 | 0.3 | |
| Total liabilities | 0.9 | 0.9 | 1.0 | 1.1 | |
| Shareholders' equity | 2.7 | 2.9 | 2.7 | 3.2 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.6 | 0.6 | 0.5 | 0.5 | |
| D&A | 0.1 | 0.1 | 0.2 | 0.2 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.0) | (0.0) | 0.0 | 0.1 | |
| Operating cash flow | 0.7 | 0.8 | 0.7 | 0.8 | |
| Capital expenditures | (0.3) | (0.4) | (0.4) | (0.3) | |
| Investing cash flow | (0.3) | (0.4) | (0.4) | (0.3) | |
| Buybacks | (0.2) | (0.5) | (0.6) | (0.1) | |
| Dividends paid | (0.1) | (0.1) | (0.1) | (0.1) | |
| Debt issuance / (repay) | (0.0) | (0.0) | (0.0) | (0.0) | |
| Financing cash flow | (0.3) | (0.5) | (0.6) | (0.2) | |
| Free cash flow | 0.4 | 0.4 | 0.3 | 0.5 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 31.6% | 23.3% | 21.3% | 17.7% | 16.9% | 19% | |
| ROA | 21.7% | 16.9% | 15.9% | 13.2% | 12.5% | 13.9% | |
| ROIC | 34.2% | 30.1% | 25.4% | 19.6% | 17.7% | 15.8% | |
| Gross margin | 41.5% | 39.5% | 38.4% | 34.6% | 35.9% | 36.8% | |
| Operating margin | 26.8% | 26.5% | 24.1% | 20.6% | 20.1% | 20.6% | |
| Net margin | 23.4% | 20.3% | 20.1% | 17.0% | 16.1% | 17.0% | |
| EBITDA margin | 31.1% | 28.0% | 28.6% | 25.7% | 23.5% | 26.2% | |
| FCF margin | 11.7% | 15.2% | 14.1% | 9.6% | 15.3% | — | |
| VALUATION | |||||||
| P/E | 53.59 | 30.13 | 44.25 | 48.84 | 40.52 | 48.8 | |
| P/B | 15.18 | 6.57 | 9.12 | 8.97 | 6.30 | 9.1 | |
| P/S | 12.53 | 6.12 | 8.90 | 8.32 | 6.51 | 8.12 | |
| P/FCF | 107.27 | 40.17 | 63.35 | 87.06 | 42.66 | 61.9 | |
| EV/EBITDA | 39.82 | 21.14 | 30.47 | 32.07 | 25.29 | 30.9 | |
| EV/Revenue | 12.37 | 5.92 | 8.72 | 8.26 | 6.39 | 8.1 | |
| Earnings yield | 1.9% | 3.3% | 2.3% | 2.0% | 2.5% | 2.08% | |
| FCF yield | 0.9% | 2.5% | 1.6% | 1.1% | 2.3% | 1.62% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.93 | 3.70 | 2.88 | 2.79 | 3.02 | 2.82 | |
| Quick ratio | 2.30 | 2.90 | 2.24 | 2.11 | 2.34 | 2.12 | |
| Debt / equity | 0.14 | 0.12 | 0.11 | 0.11 | 0.13 | 0.10 | |
| Debt / assets | 9.8% | 8.8% | 8.1% | 8.4% | 9.8% | 7.7% | |
| Net debt / EBITDA | -0.50 | -0.71 | -0.65 | -0.24 | -0.48 | -0.14 | |
| Interest coverage | 90.15 | 90.41 | 80.32 | 159.24 | 1007.67 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.93 | 0.83 | 0.79 | 0.77 | 0.78 | 0.82 | |
| Receivables turnover | 6.48 | 5.79 | 5.79 | 5.43 | 5.46 | 4.7 | |
| DSO (days) | 56 | 63 | 63 | 67 | 67 | 78 | |
| DPO (days) | 49 | 47 | 46 | 47 | 46 | 44 | |
| Cash conversion cycle | 84 | 99 | 102 | 99 | 97 | 112 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 31.9% | 2.0% | 2.2% | -1.9% | 6.3% | — | |
| Net income growth | 91.2% | -11.5% | 1.3% | -17.0% | 0.2% | — | |
| EPS growth | 90.4% | -10.5% | 2.1% | -15.5% | 1.6% | — | |
| FCF growth | 10.9% | 32.9% | -5.7% | -33.3% | 69.6% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 8.66 | 7.75 | 7.91 | 6.69 | 6.79 | 7.98 | |
| Book value / share | 30.57 | 35.51 | 38.41 | 36.39 | 43.69 | 42.23 | |
| Revenue / share | 37.05 | 38.18 | 39.33 | 39.25 | 42.28 | 46.98 | |
| FCF / share | 4.33 | 5.81 | 5.53 | 3.75 | 6.45 | 6.17 | |
| Cash / share | 9.98 | 11.83 | 11.39 | 6.58 | 10.88 | 6.16 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.4% | 1.3% | 1.7% | 2.4% | 0.7% | 0.00% | |
| Altman Z-Score | 24.81 | 14.41 | 19.68 | 18.20 | 13.96 | 18.2 | |
| Piotroski F-Score | 7 | 6 | 6 | 5 | 6 | 8/9 | |
| Beneish M-Score | -2.17 | -2.58 | -2.76 | -2.53 | -1.24 | -3.79 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 18.2 | Safe (>2.99) | Safe |
| Income quality | 1.17 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.79 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.81 |
| Interest burden | 1.01 |
| Operating margin | 20.7% |
| Asset turnover | 0.83× |
| Financial leverage | 1.36× |
| = ROE | 19% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.90 |
| Earnings stability | 0.07 |
| Earnings persistence | 0.94 |
| Revenue CAGR 3y | 5.1% |
| EPS CAGR 3y | 4.8% |
| FCF CAGR 3y | 3.3% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| MDLN | $31.5B | 41.8 | 3% | 0.8% | — | 4/9 | -12.3% |
| RMD | $33.6B | 22.9 | 24% | 26.2% | +9.9% | 7/9 | -11.3% |
| HOLX | $17.0B | 30.3 | 11% | 17.1% | +2.2% | 6/9 | +13.2% |
| SOLV | $14.6B | 10.4 | 34% | 4.2% | -0.9% | 7/9 | +20.1% |
| BDX | $52.2B | 57.8 | 4% | 7.6% | -2.6% | 6/9 | — |
| BAX | $13.1B | -12.4 | -16% | 4.3% | +5.4% | 3/9 | — |
| RGEN | $11.1B | 237.1 | 2% | 2.5% | +16.5% | 8/9 | — |
| AVTR | $11.1B | -19.6 | -10% | 2.3% | -1.6% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $3.38B | $3.39B / $3.32B | $8.98 | $9.05 / $8.88 | 10 |
| FY2027 | $3.58B | $3.61B / $3.53B | $10.03 | $10.34 / $9.50 | 11 |
| FY2028 | $3.85B | $3.98B / $3.71B | $11.46 | $12.61 / $10.43 | 5 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $420.00 | +9.4% | 2 |
| Last Quarter | $420.00 | +9.4% | 4 |
| Last Year | $359.62 | -6.4% | 21 |
| All Time | $350.41 | -8.8% | 29 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $371.59 | +12.43 | +3.35% | Above |
| SMA 50 | $358.14 | +25.88 | +7.23% | Above |
| SMA 200 | $307.25 | +76.77 | +24.99% | Above |
| EMA 9 | $374.75 | +9.27 | +2.47% | Above |
| EMA 21 | $369.58 | +14.44 | +3.91% | Above |
| EMA 50 | $360.39 | +23.63 | +6.56% | Above |
| EMA 200 | $321.55 | +62.47 | +19.43% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $381.17 / $386.25 / $389.47 | S1 / S2 | $377.95 / $372.87 |
| Bollinger (20,2) | $359.68 – $383.51 | Squeeze | ON |
| 52-wk range | $223.83 – $386.64 | Off 52-wk high | -0.7% |
| ATR (14) | $8.75 (2.3%) | Historical vol | 22.2% |
| Computed from live weekly prices | WST | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.70% | 1.83% |
| Best / worst week (1y) | +15.0% / -9.3% | — |
| Max drawdown (5y, monthly) | -52.7% | — |
| 1-week VaR (95%) | -7.2% | — |
| Beta (5y) | 1.14 | 1.00 |
| Reading | WST | Medical - Instruments & Supplies n=284 | Healthcare n=5,272 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +24.8 | -10.3 | -24.0 | -20.5 |
| Trend | +44.4 | +0.7 | -25.6 | -21.3 |
| Momentum | +48.6 | -1.1 | -28.5 | -15.8 |
| Volume | +34.0 | +17.1 | -25.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Robert W. McMahon SVP, Chief Financial Offic | $11.8M | 53% equity+incentive |
| Eric M. Green President and CEO, Chair of Bo | $7.2M | 67% equity+incentive |
| Shane A. Campbell SVP, Chief Proprietary Seg | $2.4M | 69% equity+incentive |
| Bernard J. Birkett Former SVP, Chief Financi | $2.1M | 51% equity+incentive |
| Annette F. Favorite SVP, Chief Human Resourc | $1.4M | 57% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 83 |
| Social | 78 |
| Governance | 78 |
| Composite ESG | 80 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-23 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-07-14 | Material Agreement; Exhibits | 1.01,9.01 |
| 2026-06-01 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-05-20 | Exhibits | 9.01 |
| 2026-05-05 | Shareholder Vote; Exhibits | 5.07,9.01 |
| 2026-04-23 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-03-09 | Departure/Election of Directors; Appointment of Officers; Regulation F | 5.02,7.01,9.01 |
| 2026-02-12 | 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 · 2020-10-22 to 2026-07-23 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 110 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-09-08 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-03-27 to 2026-08-06 |
| 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.