| Profitability | 45/100 |
| Growth | 48/100 |
| Momentum | 77/100 |
| Quality | 77/100 |
| Earnings Quality | 76/100 |
| Balance Sheet | 72/100 |
| Value | 50/100 |
| Risk (safety) | 90/100 |
| Overall | 60.5/100 |
| Symbol | IS Score |
|---|---|
| DOV | 58 |
| OTIS | 54 |
| SYM | 66 |
| IR | 65 |
| NDSN | 75 |
| ITT | 50 |
| XYL | 60 |
Both readings sit above the midpoint — business quality at 60 and price structure at 58 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 60.5 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 62 → 60 → 61 → 60 | the direction matters more than the level |
| Technical vote share back above 50% | now 55% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,128 → now 1,099 | 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 | 1,099 | 219.2M | $25.5B | 92.8% | |
| 2026 Q1 | 1,112 | 217.3M | $25.5B | 92.0% | |
| 2025 Q4 | 1,128 | 267.8M | $29.4B | 113.3% | ex-outlier 94.1% |
| 2025 Q3 | 1,078 | 246.1M | $31.3B | 104.1% | ex-outlier 91.5% |
| 2025 Q2 | 1,062 | 219.2M | $27.5B | 92.8% | |
| 2025 Q1 | 1,025 | 225.8M | $26.2B | 95.5% | |
| 2024 Q4 | 998 | 224.0M | $25.6B | 94.8% | |
| 2024 Q3 | 1,010 | 217.2M | $28.9B | 91.9% | |
| 2024 Q2 | 1,028 | 217.3M | $29.1B | 92.0% | |
| 2024 Q1 | 984 | 218.3M | $27.6B | 92.4% | |
| 2023 Q4 | 915 | 216.8M | $24.7B | 91.8% | |
| 2023 Q3 | 862 | 212.8M | $19.5B | 90.0% |
Why 2025-12 reads 113.35%. Institutions cannot hold more of a company than exists. The reported 267.8M shares exceed the 236.3M outstanding, and a single filer accounts for the excess: J. Stern & Co. LLP reports 45,448,168 shares against 365,733 the prior quarter, a 124x jump, which alone would be 19.2% of the company. Excluding that filing, ownership is 94.1%. 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.
Why 2025-09 reads 104.14%. Institutions cannot hold more of a company than exists. The reported 246.1M shares exceed the 236.3M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 29,902,236 shares against 29,697,829 the prior quarter, a 1x jump, which alone would be 12.7% of the company. Excluding that filing, ownership is 91.5%. 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 |
|---|---|---|---|---|---|---|
| Mcshane Geri-Michelle | SVP, CAO | 2026-10-01 | A-Award | 4,257 | — | 7,862 |
| Mcshane Geri-Michelle | SVP, CAO | 2026-10-01 | A-Award | 4,225 | — | 7,830 |
| Van Der Berg Andrea Michele | EVP & Chief Financial Officer | 2026-09-01 | A-Award | 1,693 | — | 10,691 |
| Van Der Berg Andrea Michele | EVP & Chief Financial Officer | 2026-09-01 | A-Award | 6,034 | $0.64M | 6,034 |
| Johnston Joseph Patrick | EVP & President, AW | 2026-09-01 | A-Award | 645 | — | 2,285 |
| Johnston Joseph Patrick | EVP & President, AW | 2026-09-01 | A-Award | 2,298 | $0.25M | 2,298 |
| Van Der Berg Andrea Michele | EVP & Chief Financial Officer | 2026-09-01 | — | 1,688 | $0.22M | 0 |
| Van Der Berg Andrea Michele | EVP & Chief Financial Officer | 2026-09-01 | — | 1,184 | $0.15M | 0 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 1 | 4,269 | $0.5M | Counted |
| P — Open-market purchases | 1 | 1,210 | $0.1M | Counted |
| M — Exercises (paired A/D) | 2 | 6,294 | $0.5M | None — mechanics |
| F — Tax withholding | 31 | 29,387 | $3.8M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-07-30 | Mcgann Michael J. | 4,778 | $0.6M |
| 2026-05-07 | Mcshane Geri-Michelle | 4,272 | $0.5M |
| 2025-11-04 | Victoria Harker | 1,700 | $0.3M |
| 2025-10-30 | Claudia S. Toussaint Revocable Trust | 10,421 | $1.6M |
| Trailing 12 mo | 5 filings | 22,171 | $3M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.48% | 18.2M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.26% | 12.8M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| 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 |
| Manager | Shares | Value |
|---|---|---|
| Vontobel Holding Ltd. | 866,199 | $88M |
| Davenport & Co Llc | 628,624 | $64M |
| Dudley & Shanley, Inc. | 170,310 | $17M |
| Boston Common Asset Management, Ll | 150,056 | $15M |
| Fjarde Ap-Fonden /Fourth Swedish N | 144,589 | $15M |
| Assenagon Asset Management S.A. | 142,825 | $14M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $751M |
| VTI | 0.0% | $751M |
| VSMPX | 0.0% | $751M |
| VTSAX | 0.0% | $751M |
| VFINX | 0.0% | $621M |
| VFIAX | 0.0% | $621M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.5M | 41 sh |
| Ubsa Ubs Ats | 2.0M | 49 sh |
| Sgmt Sigma X2 | 1.3M | 38 sh |
| Ebxl Level Ats | 1.2M | 24 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.1M | 34 sh |
| Mlix Instinct X | 0.9M | 56 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $5.2B | 58% |
| Europe | $1.8B | 20% |
| Asia Pacific | $1.2B | 14% |
| Other countries | $766M | 8% |
Moat score 59/100 — Narrow; primary source Switching Costs.
| Officer | Title |
|---|---|
| Matthew Francis Pine | Chief Executive Officer, President & Director |
| Andrea van der Berg | Executive Vice President & Chief Financial Officer |
| William K. Grogan | Executive Officer |
| Rodney O. Aulick | Executive Vice President and President of Integrated Services & Solutions |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +6.5% | +6.3% | +33.4% | +16.3% | +5.5% |
| Gross profit | +7.9% | +5.5% | +30.4% | +18.2% | +8.2% |
| Operating income | +59.4% | +6.3% | +4.8% | +54.8% | +21.2% |
| Net income | +68.1% | -16.9% | +71.5% | +46.1% | +7.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 5.2 | 5.5 | 7.4 | 8.6 | 9.0 | |
| Cost of revenue | 3.2 | 3.4 | 4.6 | 5.4 | 5.6 | |
| Gross profit | 2.0 | 2.1 | 2.7 | 3.2 | 3.5 | |
| R&D expense | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| SG&A expense | 1.2 | 1.4 | 1.8 | 1.9 | 1.9 | |
| Operating income | 0.6 | 0.6 | 0.7 | 1.0 | 1.2 | |
| EBITDA | 0.8 | 0.7 | 1.1 | 1.7 | 1.8 | |
| D&A | 0.2 | 0.2 | 0.4 | 0.6 | 0.6 | |
| Pretax income | 0.5 | 0.4 | 0.6 | 1.1 | 1.2 | |
| Income tax | 0.1 | 0.1 | 0.0 | 0.2 | 0.2 | |
| Net income | 0.4 | 0.4 | 0.6 | 0.9 | 1.0 | |
| Diluted EPS ($) | 2.35 | 1.96 | 2.79 | 3.65 | 3.92 | |
| Diluted shares (M) | 182 | 181 | 218 | 244 | 244 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.9 | 1.0 | 1.1 | 1.5 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.1 | 1.6 | 1.7 | 1.8 | |
| Total current assets | 3.0 | 3.9 | 4.1 | 4.6 | |
| PP&E (net) | 0.6 | 1.2 | 1.2 | 1.2 | |
| Goodwill + intangibles | 3.6 | 10.1 | 10.4 | 10.6 | |
| Total assets | 8.0 | 16.1 | 16.5 | 17.6 | |
| Accounts payable | 0.7 | 1.0 | 1.0 | 1.0 | |
| Short-term debt | 0.1 | 0.0 | 0.0 | 0.5 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 1.6 | 2.2 | 2.3 | 2.9 | |
| Long-term debt | 1.9 | 2.3 | 2.0 | 1.4 | |
| Total liabilities | 4.4 | 5.9 | 5.6 | 5.9 | |
| Shareholders' equity | 3.5 | 10.2 | 10.9 | 11.7 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 0.6 | 0.9 | 1.0 | |
| D&A | 0.2 | 0.4 | 0.6 | 0.6 | |
| Stock-based compensation | 0.0 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.1) | (0.2) | (0.1) | (0.3) | |
| Operating cash flow | 0.6 | 0.8 | 1.3 | 1.2 | |
| Capital expenditures | (0.2) | (0.3) | (0.3) | (0.3) | |
| Investing cash flow | (0.2) | (0.6) | (0.5) | (0.5) | |
| Buybacks | (0.1) | (0.0) | (0.0) | (0.0) | |
| Dividends paid | (0.2) | (0.3) | (0.4) | (0.4) | |
| Debt issuance / (repay) | (0.5) | 0.1 | (0.3) | (0.1) | |
| Financing cash flow | (0.8) | (0.2) | (0.6) | (0.5) | |
| Free cash flow | 0.4 | 0.6 | 0.9 | 0.9 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 13.8% | 10.6% | 8.9% | 8.6% | 8.7% | 9% | |
| ROA | 5.0% | 4.4% | 5.1% | 5.5% | 5.6% | 5.8% | |
| ROIC | 11.2% | 11.2% | 5.4% | 7.1% | 8.2% | 6.9% | |
| Gross margin | 38.0% | 37.7% | 36.9% | 37.5% | 38.5% | 39.2% | |
| Operating margin | 11.3% | 11.3% | 8.9% | 11.8% | 13.5% | 14.5% | |
| Net margin | 8.2% | 6.4% | 8.3% | 10.4% | 10.6% | 11.1% | |
| EBITDA margin | 16.0% | 13.1% | 15.2% | 19.8% | 19.8% | 20.4% | |
| FCF margin | 6.4% | 7.0% | 7.7% | 11.0% | 10.1% | — | |
| VALUATION | |||||||
| P/E | 48.58 | 54.48 | 44.32 | 31.41 | 34.72 | 24.8 | |
| P/B | 6.45 | 5.54 | 2.66 | 2.63 | 2.89 | 2.4 | |
| P/S | 3.99 | 3.50 | 3.67 | 3.27 | 3.68 | 2.66 | |
| P/FCF | 62.86 | 49.85 | 47.69 | 29.67 | 36.51 | 25.3 | |
| EV/EBITDA | 26.32 | 28.02 | 25.32 | 17.10 | 18.89 | 14.0 | |
| EV/Revenue | 4.22 | 3.68 | 3.85 | 3.38 | 3.73 | 2.9 | |
| Earnings yield | 2.1% | 1.8% | 2.3% | 3.2% | 2.9% | 4.11% | |
| FCF yield | 1.6% | 2.0% | 2.1% | 3.4% | 2.7% | 3.95% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.27 | 1.89 | 1.76 | 1.75 | 1.62 | 1.61 | |
| Quick ratio | 1.77 | 1.39 | 1.30 | 1.33 | 1.28 | 1.24 | |
| Debt / equity | 0.78 | 0.56 | 0.24 | 0.20 | 0.17 | 0.29 | |
| Debt / assets | 30.3% | 24.5% | 14.8% | 12.9% | 11.0% | 17.6% | |
| Net debt / EBITDA | 1.39 | 1.38 | 1.22 | 0.59 | 0.26 | 0.96 | |
| Interest coverage | 7.72 | 9.80 | 13.96 | 25.70 | 41.72 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.61 | 0.68 | 0.61 | 0.53 | 0.53 | 0.53 | |
| Receivables turnover | 5.54 | 5.39 | 5.43 | 5.21 | 5.27 | 4.9 | |
| DSO (days) | 66 | 68 | 67 | 70 | 69 | 75 | |
| DPO (days) | 68 | 72 | 66 | 67 | 66 | 67 | |
| Cash conversion cycle | 69 | 75 | 72 | 71 | 68 | 75 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 6.5% | 6.3% | 33.4% | 16.2% | 5.5% | — | |
| Net income growth | 68.1% | -16.9% | 71.5% | 46.1% | 7.5% | — | |
| EPS growth | 68.0% | -16.7% | 28.8% | 44.8% | 7.4% | — | |
| FCF growth | -48.5% | 17.6% | 45.9% | 66.4% | -3.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.35 | 1.96 | 2.52 | 3.65 | 3.92 | 4.27 | |
| Book value / share | 17.72 | 19.27 | 42.09 | 43.65 | 47.05 | 44.12 | |
| Revenue / share | 28.61 | 30.46 | 30.50 | 35.11 | 37.03 | 38.62 | |
| FCF / share | 1.82 | 2.14 | 2.34 | 3.86 | 3.73 | 4.06 | |
| Cash / share | 7.43 | 5.21 | 4.22 | 4.60 | 6.06 | 5.40 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.3% | 0.3% | 0.1% | 0.1% | 0.0% | 4.45% | |
| Altman Z-Score | 3.95 | 4.12 | 3.68 | 4.13 | 4.54 | 3.3 | |
| Piotroski F-Score | 7 | 7 | 5 | 7 | 7 | 7/9 | |
| Beneish M-Score | -2.51 | -2.50 | -1.84 | -2.59 | -2.49 | -2.56 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 3.3 | Safe (>2.99) | Safe |
| Income quality | 1.29 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.56 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.79 |
| Interest burden | 0.98 |
| Operating margin | 14.2% |
| Asset turnover | 0.53× |
| Financial leverage | 1.61× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.90 |
| Earnings stability | 0.85 |
| Earnings persistence | 0.97 |
| Revenue CAGR 3y | 14.6% |
| EPS CAGR 3y | 35.9% |
| FCF CAGR 3y | 39.1% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| DOV | $26.4B | 23.4 | 15% | 14.3% | +7.6% | 7/9 | +18.2% |
| OTIS | $27.2B | 18.2 | -27% | 11.1% | +5.2% | 5/9 | -21.0% |
| SYM | $28.0B | 404.7 | 3% | 1.6% | +20.6% | 6/9 | -46.3% |
| IR | $30.2B | 31.7 | 9% | 12.5% | +7.8% | 7/9 | +2.6% |
| NDSN | $18.0B | 32.5 | 18% | 18.7% | +7.0% | 9/9 | — |
| ITT | $17.7B | 38.8 | 11% | 5.8% | +28.1% | 3/9 | — |
| IEX | $17.4B | 33.8 | 13% | 15.6% | +7.3% | 8/9 | — |
| GGG | $13.3B | 25.4 | 21% | 24.5% | +4.6% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $9.19B | $9.33B / $9.10B | $5.65 | $5.74 / $5.58 | 13 |
| FY2027 | $9.60B | $9.79B / $9.43B | $6.20 | $6.50 / $5.96 | 13 |
| FY2028 | $10.07B | $10.42B / $9.82B | $6.79 | $8.08 / $5.89 | 5 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $125.50 | +20.6% | 2 |
| Last Quarter | $144.50 | +38.8% | 10 |
| Last Year | $154.45 | +48.4% | 33 |
| All Time | $150.85 | +45.0% | 52 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $103.18 | +0.89 | +0.86% | Above |
| SMA 50 | $108.59 | -4.52 | -4.16% | Below |
| SMA 200 | $119.12 | -15.05 | -12.63% | Below |
| EMA 9 | $103.05 | +1.02 | +0.99% | Above |
| EMA 21 | $103.93 | +0.14 | +0.13% | Above |
| EMA 50 | $107.45 | -3.38 | -3.15% | Below |
| EMA 200 | $117.35 | -13.28 | -11.32% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $103.65 / $104.50 / $105.63 | S1 / S2 | $102.52 / $101.67 |
| Bollinger (20,2) | $98.76 – $107.60 | Squeeze | Off |
| 52-wk range | $98.58 – $153.83 | Off 52-wk high | -32.4% |
| ATR (14) | $2.33 (2.2%) | Historical vol | 25.2% |
| Computed from live weekly prices | XYL | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.30% | 1.83% |
| Best / worst week (1y) | +7.1% / -9.3% | — |
| Max drawdown (5y, monthly) | -42.4% | — |
| 1-week VaR (95%) | -6.1% | — |
| Beta (5y) | 1.00 | 1.00 |
| Reading | XYL | Industrial - Machinery n=1,754 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -16.5 | -26.7 | -24.1 | -20.5 |
| Trend | -45.2 | -31.6 | -26.2 | -21.3 |
| Momentum | +17.4 | -31.2 | -24.5 | -15.8 |
| Volume | +24.4 | -17.4 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Patrick K. Decker President and CEO | $10.8M | 71% equity+incentive |
| William K. Grogan SVP and CFO | $4.6M | 88% equity+incentive |
| Matthew F. Pine SVP and COO | $3.7M | 66% equity+incentive |
| Sandra E. Rowland Former SVP and CFO (throug | $3.6M | 64% equity+incentive |
| Hayati Yarkadas SVP and President, Europe, W | $3.2M | 64% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 64 |
| Social | 63 |
| Governance | 76 |
| Composite ESG | 68 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-29 | Other Events; Exhibits | 8.01,9.01 |
| 2026-09-09 | Material Agreement; Termination of Agreement; Financial Obligation; Ex | 1.01,1.02,2.03,9.01 |
| 2026-08-18 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-08-13 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-07-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-29 | Material Agreement; Financial Obligation; Other Events; Exhibits | 1.01,2.03,8.01,9.01 |
| 2026-05-18 | Shareholder Vote | 5.07 |
| 2026-04-28 | Earnings Release; Exhibits | 2.02,9.01 |
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 · 2020-07-30 to 2026-04-28 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 60 rows · 2010 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-09-01 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2026-03-27 to 2026-04-30 |
| 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.