Smart Money · Holder IQ
Below median holder quality (percentile 28.9 this quarter).
Reading stored signals…
Healthcare • Medical Instruments & Supplies
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
Peers: same industry, any size · 3 qualifying series. Each starts at 100 on its own fiscal dates.
· 100 indexed · 11.6 per share
· 106.5 indexed · 12.4 per share
· 97.5 indexed · 11.3 per share
· 110.1 indexed · 12.8 per share
· 119.7 indexed · 13.9 per share
· 123.1 indexed · 14.3 per share
· 125.4 indexed · 14.6 per share
· 142.2 indexed · 16.5 per share
· 138.2 indexed · 16.1 per share
· 72.8 indexed · 8.5 per share
· 84.2 indexed · 9.8 per share
· 99.2 indexed · 11.5 per share
· 115.3 indexed · 13.4 per share
· 116.8 indexed · 13.6 per share
· 110.6 indexed · 12.9 per share
· 121.6 indexed · 14.1 per share
· 100.5 indexed · 11.7 per share
· 129.3 indexed · 15 per share
· 152.2 indexed · 17.7 per share
· 176.6 indexed · 20.5 per share
· 204.6 indexed · 23.8 per share
· 164 indexed · 19.1 per share
· 181 indexed · 21 per share
· 200 indexed · 23.3 per share
· 206.3 indexed · 24 per share
· 207.9 indexed · 24.2 per share
· 262.1 indexed · 30.5 per share
· 288.3 indexed · 33.5 per share
· 320.2 indexed · 37.2 per share
· 346.8 indexed · 40.3 per share
· 389.4 indexed · 45.3 per share
· 420.7 indexed · 48.9 per share
· 452.3 indexed · 52.6 per share
· 505.1 indexed · 58.7 per share
· 510.3 indexed · 59.3 per share
· 543.6 indexed · 63.2 per share
· 607.3 indexed · 70.6 per share
· 617.7 indexed · 71.8 per share
· 584.8 indexed · 68 per share
· 604 indexed · 70.2 per share
· 627.8 indexed · 73 per share
ALGN · 2016-06-30 to 2026-06-30 · size observation 2026-11-13 · grade sha256:5ace7f8325b92f8e065fdf6836c71304bb2cf85455370a5cf757115847ab81b0
LMAT · 2016-06-30 to 2026-06-30 · size observation 2026-11-13 · grade sha256:e508a68fdeb070c46afbe26237aa25a58662edf6a72f8fbc663548538896a3fe
ISRG · 2016-06-30 to 2026-06-30 · size observation 2026-11-13 · grade sha256:14e68e9bf832012e4190d6925ba667d290625d3dd5a4a722a4def9516025f3e0
Basis: tangible common book. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Composite percentile: 48.0% among 297 admitted non-financial issuers in this captured run. The composite combines growth and consistency percentiles. This is not a comparison with every listed company.
Does not meet the historical compounder rule
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (41 in this window): 0000896622-20-000020; 0000896622-21-000005; 0000896622-21-000025. The links show up to three of the input filings.
Method notes: Going-concern audit wording was not evaluated. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. The history contains a large unexplained tangible-book decline. Some quarters use weighted-average shares.
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Trailing twelve-month statements · as of Nov 13, 2026
End-of-day close from stored market data, not a live quote.
AptarGroup, Inc. designs and manufactures drug delivery, consumer product dispensing, and active material science solutions and services for the pharmaceutical, fragrance, facial skincare, color cosmetics, personal care, home care, and food and beverage markets. The company operates through three segments: Pharma, Beauty, and Closures.
It provides dispensing pumps used to dispense sprays, liquids, or lotions from non-pressurized containers; fine-mist pumps for pharmaceutical and fragrance applications; and lotion pumps for viscous formulations, as well as closures, such as dispensing and non-dispensing solutions that enable product delivery without removal of the cap and used across various consumer end markets. The company also offers aerosol valves used in pressurized containers and continuous spray and metered-dose valves for pharmaceutical, personal care, and household applications; elastomeric primary packaging components; active material science solutions; and digital health solutions. The company primarily sells its products and services in Asia, Europe, Latin America, and North America. AptarGroup, Inc. was incorporated in 1992 and is headquartered in Crystal Lake, Illinois.
Company profile stored Nov 1, 2026.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Oct 30, 2026 | $1.0B | +6.0% | 29.2% | $135.0M | $32.6M |
| Jun 2026filed Jul 31, 2026 | $1.0B | +6.3% | 27.8% | $128.1M | $87.6M |
| Mar 2026filed May 1, 2026 | $982.9M | +10.8% | 28.1% | $108.6M | $72.7M |
| Dec 2025filed Feb 6, 2026 | $962.7M | +13.5% | 27.2% | $110.7M | $74.3M |
| Sep 2025filed Oct 31, 2025 | $961.1M | +5.7% | 29.9% | $139.1M | $127.9M |
| Jun 2025filed Aug 1, 2025 | $966.0M | +6.1% | 30.8% | $146.0M | $111.7M |
| Mar 2025filed May 2, 2025 | $887.3M | -3.1% | 30.5% | $115.5M | $78.8M |
| Dec 2024filed Feb 7, 2025 | $848.1M | +1.1% | 38.8% | $120.1M | $100.9M |
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 6, 2026 | $3.8B | +5.4% | 29.6% | $512.3M | $392.8M |
| Dec 2024filed Feb 7, 2025 | $3.6B | +2.7% | 37.8% | $496.5M | $374.5M |
| Dec 2023filed Feb 9, 2024 | $3.5B | +5.0% | 36.2% | $404.0M | $284.5M |
| Dec 2022filed Feb 17, 2023 | $3.3B | +2.9% | 35.0% | $379.3M | $239.3M |
| Dec 2021filed Feb 18, 2022 | $3.2B | +10.2% | 35.8% | $347.3M | $244.1M |
| Dec 2020filed Feb 19, 2021 | $2.9B | +2.4% | 37.1% | $339.5M | $214.0M |
Does profit turn into cash? Compare ATR’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
Fiscal year ending
Fiscal year ending
Fiscal year ending
Fiscal year ending
Fiscal year ending
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Where did ATR’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
2,111,856 shares short
+41,401 shares (+2%) vs Oct 15, 2026
3.4% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
2,070,455 shares short
-19,148 shares (-0.9%) vs Sep 30, 2026
3.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
2,089,603 shares short
+148,486 shares (+7.6%) vs Sep 15, 2026
3.3% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
1,941,117 shares short
+274,044 shares (+16.4%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
1,667,073 shares short
+72,995 shares (+4.6%) vs Aug 14, 2026
Published Sep 10, 2026.
Settlement Aug 14, 2026
1,594,078 shares short
-241,850 shares (-13.2%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
1,835,928 shares short
-3,270 shares (-0.2%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
1,839,198 shares short
+4,336 shares (+0.2%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
1,834,862 shares short
-446,425 shares (-19.6%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
2,281,287 shares short
+470,484 shares (+26%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
1,810,803 shares short
-45,906 shares (-2.5%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
1,856,709 shares short
+320,338 shares (+20.9%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
1,536,371 shares short
+36,689 shares (+2.4%) vs Apr 15, 2026
2.4% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
1,499,682 shares short
+41,019 shares (+2.8%) vs Mar 31, 2026
2.4% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
1,458,663 shares short
+184,075 shares (+14.4%) vs Mar 13, 2026
2.3% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
1,274,588 shares short
-18,466 shares (-1.4%) vs Feb 27, 2026
2% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
1,293,054 shares short
+116,094 shares (+9.9%) vs Feb 13, 2026
2% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
1,176,960 shares short
-48,718 shares (-4%) vs Jan 30, 2026
1.9% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
1,225,678 shares short
+4,308 shares (+0.4%) vs Jan 15, 2026
1.9% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
1,221,370 shares short
+6,603 shares (+0.5%) vs Dec 31, 2025
1.9% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
1,214,767 shares short
+1,041 shares (+0.1%) vs Dec 15, 2025
1.9% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
1,213,726 shares short
-81,846 shares (-6.3%) vs Nov 28, 2025
1.9% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
1,295,572 shares short
+18,945 shares (+1.5%) vs Nov 14, 2025
2.1% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
1,276,627 shares short
+144,231 shares (+12.7%) vs Oct 31, 2025
2% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
1,132,396 shares short
+8,864 shares (+0.8%) vs Oct 15, 2025
1.8% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
1,123,532 shares short
+50,625 shares (+4.7%) vs Sep 30, 2025
1.8% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
1,072,907 shares short
+1,650 shares (+0.2%) vs Sep 15, 2025
1.7% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
1,071,257 shares short
+127,241 shares (+13.5%) vs Aug 29, 2025
1.7% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
944,016 shares short
+96,682 shares (+11.4%) vs Aug 15, 2025
1.5% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
847,334 shares short
-117,829 shares (-12.2%) vs Jul 31, 2025
1.3% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
965,163 shares short
+63,775 shares (+7.1%) vs Jul 15, 2025
1.5% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
901,388 shares short
-91,043 shares (-9.2%) vs Jun 30, 2025
1.4% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
992,431 shares short
+117,464 shares (+13.4%) vs Jun 13, 2025
1.6% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
874,967 shares short
-71,853 shares (-7.6%) vs May 30, 2025
1.4% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
946,820 shares short
+129,880 shares (+15.9%) vs May 15, 2025
1.5% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
816,940 shares short
-147,816 shares (-15.3%) vs Apr 30, 2025
1.3% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
964,756 shares short
+236,409 shares (+32.5%) vs Apr 15, 2025
1.5% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
728,347 shares short
+20,140 shares (+2.8%) vs Mar 31, 2025
1.2% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
708,207 shares short
-63,899 shares (-8.3%) vs Mar 14, 2025
1.1% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
772,106 shares short
+15,616 shares (+2.1%) vs Feb 28, 2025
1.2% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
756,490 shares short
+151,537 shares (+25%) vs Feb 14, 2025
1.2% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
604,953 shares short
+78,283 shares (+14.9%) vs Jan 31, 2025
1% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
526,670 shares short
-79,658 shares (-13.1%) vs Jan 15, 2025
0.8% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
606,328 shares short
-23,277 shares (-3.7%) vs Dec 31, 2024
1% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
629,605 shares short
+100,456 shares (+19%) vs Dec 13, 2024
1% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
529,149 shares short
+106,514 shares (+25.2%) vs Nov 29, 2024
0.8% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
422,635 shares short
-88,909 shares (-17.4%) vs Nov 15, 2024
0.7% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
511,544 shares short
+56,681 shares (+12.5%) vs Oct 31, 2024
0.8% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
454,863 shares short
-65,895 shares (-12.7%) vs Oct 15, 2024
0.7% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
520,758 shares short
+12,507 shares (+2.5%) vs Sep 30, 2024
0.8% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
508,251 shares short
+761 shares (+0.1%) vs Sep 13, 2024
0.8% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
507,490 shares short
+32,887 shares (+6.9%) vs Aug 30, 2024
0.8% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
474,603 shares short
-35,507 shares (-7%) vs Aug 15, 2024
0.8% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
510,110 shares short
+2,341 shares (+0.5%) vs Jul 31, 2024
0.8% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
507,769 shares short
+102,719 shares (+25.4%) vs Jul 15, 2024
0.8% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
405,050 shares short
-9,769 shares (-2.4%) vs Jun 28, 2024
0.6% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
414,819 shares short
+67,340 shares (+19.4%) vs Jun 14, 2024
0.7% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
347,479 shares short
-20,422 shares (-5.6%) vs May 31, 2024
0.5% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
367,901 shares short
-62,565 shares (-14.5%) vs May 15, 2024
0.6% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
430,466 shares short
-38,447 shares (-8.2%) vs Apr 30, 2024
0.7% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
468,913 shares short
+137,819 shares (+41.6%) vs Apr 15, 2024
0.7% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
331,094 shares short
+31,209 shares (+10.4%) vs Mar 28, 2024
0.5% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
299,885 shares short
-65,658 shares (-18%) vs Mar 15, 2024
0.5% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
365,543 shares short
+65,140 shares (+21.7%) vs Feb 29, 2024
0.6% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
300,403 shares short
+10,871 shares (+3.8%) vs Feb 15, 2024
0.5% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
289,532 shares short
-63,476 shares (-18%) vs Jan 31, 2024
0.5% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
353,008 shares short
-136,892 shares (-27.9%) vs Jan 12, 2024
0.6% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
489,900 shares short
+13,231 shares (+2.8%) vs Dec 29, 2023
0.8% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
476,669 shares short
-15,812 shares (-3.2%) vs Dec 15, 2023
0.8% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
492,481 shares short
+104,537 shares (+26.9%) vs Nov 30, 2023
0.8% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
387,944 shares short
-51,751 shares (-11.8%) vs Nov 15, 2023
0.6% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
439,695 shares short
-48,463 shares (-9.9%) vs Oct 31, 2023
0.7% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
488,158 shares short
+2,355 shares (+0.5%) vs Oct 13, 2023
0.8% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
485,803 shares short
+89,189 shares (+22.5%) vs Sep 29, 2023
0.8% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
396,614 shares short
-60,253 shares (-13.2%) vs Sep 15, 2023
0.6% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
456,867 shares short
-106,565 shares (-18.9%) vs Aug 31, 2023
0.7% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
563,432 shares short
+54,664 shares (+10.7%) vs Aug 15, 2023
0.9% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
508,768 shares short
+56,935 shares (+12.6%) vs Jul 31, 2023
0.8% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
451,833 shares short
-26,817 shares (-5.6%) vs Jul 14, 2023
0.7% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
478,650 shares short
+10,498 shares (+2.2%) vs Jun 30, 2023
0.8% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
468,152 shares short
-10,489 shares (-2.2%) vs Jun 15, 2023
0.7% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
478,641 shares short
+36,146 shares (+8.2%) vs May 31, 2023
0.8% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
442,495 shares short
-44,362 shares (-9.1%) vs May 15, 2023
0.7% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
486,857 shares short
-14,628 shares (-2.9%) vs Apr 28, 2023
0.8% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
501,485 shares short
+617 shares (+0.1%) vs Apr 14, 2023
0.8% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
500,868 shares short
-67,246 shares (-11.8%) vs Mar 31, 2023
0.8% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
568,114 shares short
-83,982 shares (-12.9%) vs Mar 15, 2023
0.9% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
652,096 shares short
-43,293 shares (-6.2%) vs Feb 28, 2023
1% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
695,389 shares short
-2,293 shares (-0.3%) vs Feb 15, 2023
1.1% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
697,682 shares short
-67,286 shares (-8.8%) vs Jan 31, 2023
1.1% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
764,968 shares short
-66,662 shares (-8%) vs Jan 13, 2023
1.2% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
831,630 shares short
-16,340 shares (-1.9%) vs Dec 30, 2022
1.3% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
847,970 shares short
+80,702 shares (+10.5%) vs Dec 15, 2022
1.3% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
767,268 shares short
-28,578 shares (-3.6%) vs Nov 30, 2022
1.2% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
795,846 shares short
-135,605 shares (-14.6%) vs Nov 15, 2022
1.3% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
931,451 shares short
-113,320 shares (-10.8%) vs Oct 31, 2022
1.5% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
1,044,771 shares short
+179,419 shares (+20.7%) vs Oct 14, 2022
1.7% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
865,352 shares short
-48,942 shares (-5.4%) vs Sep 30, 2022
1.4% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
914,294 shares short
-13,303 shares (-1.4%) vs Sep 15, 2022
1.4% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
927,597 shares short
+46,593 shares (+5.3%) vs Aug 31, 2022
1.5% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
881,004 shares short
-22,465 shares (-2.5%) vs Aug 15, 2022
1.4% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
903,469 shares short
-34,926 shares (-3.7%) vs Jul 29, 2022
1.4% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
938,395 shares short
+5,732 shares (+0.6%) vs Jul 15, 2022
1.5% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
932,663 shares short
-64,329 shares (-6.5%) vs Jun 30, 2022
1.5% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
996,992 shares short
-77,308 shares (-7.2%) vs Jun 15, 2022
1.6% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
1,074,300 shares short
-28,450 shares (-2.6%) vs May 31, 2022
1.7% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
1,102,750 shares short
+46,338 shares (+4.4%) vs May 13, 2022
1.7% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
1,056,412 shares short
-150,611 shares (-12.5%) vs Apr 29, 2022
1.7% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
1,207,023 shares short
+22,374 shares (+1.9%) vs Mar 31, 2022
1.9% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
1,184,649 shares short
+29,486 shares (+2.6%) vs Mar 15, 2022
1.9% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
1,155,163 shares short
+122,907 shares (+11.9%) vs Feb 28, 2022
1.8% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
1,032,256 shares short
+118,178 shares (+12.9%) vs Feb 15, 2022
1.6% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
914,078 shares short
+41,234 shares (+4.7%) vs Jan 31, 2022
1.4% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
872,844 shares short
-10,780 shares (-1.2%) vs Jan 14, 2022
1.4% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
883,624 shares short
-74,280 shares (-7.8%) vs Dec 31, 2021
1.4% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
957,904 shares short
+197,524 shares (+26%) vs Dec 15, 2021
1.5% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
760,380 shares short
-81,136 shares (-9.6%) vs Nov 30, 2021
1.2% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
841,516 shares short
+30,583 shares (+3.8%) vs Nov 15, 2021
1.3% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
810,933 shares short
+56,473 shares (+7.5%) vs Oct 29, 2021
1.3% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
754,460 shares short
-54,444 shares (-6.7%) vs Oct 15, 2021
1.2% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
808,904 shares short
+155,998 shares (+23.9%) vs Sep 30, 2021
1.3% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
652,906 shares short
+12,051 shares (+1.9%) vs Sep 15, 2021
1% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
640,855 shares short
-30,798 shares (-4.6%) vs Aug 31, 2021
1% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
671,653 shares short
+46,221 shares (+7.4%) vs Aug 13, 2021
1.1% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
625,432 shares short
+48,187 shares (+8.3%) vs Jul 30, 2021
1% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
577,245 shares short
+26,562 shares (+4.8%) vs Jul 15, 2021
0.9% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
550,683 shares short
+40,878 shares (+8%) vs Jun 30, 2021
0.9% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
509,805 shares short
-38,912 shares (-7.1%) vs Jun 15, 2021
0.8% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
548,717 shares short
-9,282 shares (-1.7%) vs May 14, 2021
0.9% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
557,999 shares short
+32,209 shares (+6.1%) vs Apr 30, 2021
0.9% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
525,790 shares short
-10,144 shares (-1.9%) vs Apr 15, 2021
0.8% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
535,934 shares short
-80,416 shares (-13%) vs Mar 31, 2021
0.8% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
616,350 shares short
+14,873 shares (+2.5%) vs Mar 15, 2021
1% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
601,477 shares short
+249,849 shares (+71.1%) vs Feb 26, 2021
1% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
351,628 shares short
-526 shares (-0.1%) vs Jan 29, 2021
0.6% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
352,154 shares short
-57,258 shares (-14%) vs Jan 15, 2021
0.6% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
409,412 shares short
0.6% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 14, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Nov 12, 2026 | Cash dividend | USD 0.5 per shareRecorded pay date: Dec 3, 2026 (pending) |
| Jul 30, 2026 | Cash dividend | USD 0.48 per shareRecorded pay date: Aug 20, 2026 (past date) |
| May 6, 2026 | Cash dividend | USD 0.48 per shareRecorded pay date: May 27, 2026 (past date) |
| Feb 4, 2026 | Cash dividend | USD 0.48 per shareRecorded pay date: Feb 25, 2026 (past date) |
| Oct 23, 2025 | Cash dividend | USD 0.48 per shareRecorded pay date: Nov 13, 2025 (past date) |
| Jul 24, 2025 | Cash dividend | USD 0.45 per shareRecorded pay date: Aug 14, 2025 (past date) |
| May 1, 2025 | Cash dividend | USD 0.45 per shareRecorded pay date: May 22, 2025 (past date) |
| Feb 5, 2025 | Cash dividend | USD 0.45 per shareRecorded pay date: Feb 26, 2025 (past date) |
| Oct 24, 2024 | Cash dividend | USD 0.45 per shareRecorded pay date: Nov 14, 2024 (past date) |
| Jul 25, 2024 | Cash dividend | USD 0.45 per shareRecorded pay date: Aug 15, 2024 (past date) |
| Apr 24, 2024 | Cash dividend | USD 0.41 per shareRecorded pay date: May 16, 2024 (past date) |
| Jan 31, 2024 | Cash dividend | USD 0.41 per shareRecorded pay date: Feb 22, 2024 (past date) |
| Oct 25, 2023 | Cash dividend | USD 0.41 per shareRecorded pay date: Nov 16, 2023 (past date) |
| Jul 26, 2023 | Cash dividend | USD 0.41 per shareRecorded pay date: Aug 17, 2023 (past date) |
| May 3, 2023 | Cash dividend | USD 0.38 per shareRecorded pay date: May 25, 2023 (past date) |
| Feb 1, 2023 | Cash dividend | USD 0.38 per shareRecorded pay date: Feb 23, 2023 (past date) |
| Oct 25, 2022 | Cash dividend | USD 0.38 per shareRecorded pay date: Nov 16, 2022 (past date) |
| Jul 26, 2022 | Cash dividend | USD 0.38 per shareRecorded pay date: Aug 17, 2022 (past date) |
| Apr 26, 2022 | Cash dividend | USD 0.38 per shareRecorded pay date: May 18, 2022 (past date) |
| Feb 2, 2022 | Cash dividend | USD 0.38 per shareRecorded pay date: Feb 23, 2022 (past date) |
| Oct 26, 2021 | Cash dividend | USD 0.38 per shareRecorded pay date: Nov 17, 2021 (past date) |
| Aug 3, 2021 | Cash dividend | USD 0.38 per shareRecorded pay date: Aug 25, 2021 (past date) |
| Apr 27, 2021 | Cash dividend | USD 0.38 per shareRecorded pay date: May 19, 2021 (past date) |
| Jan 26, 2021 | Cash dividend | USD 0.36 per shareRecorded pay date: Feb 17, 2021 (past date) |
| Oct 27, 2020 | Cash dividend | USD 0.36 per shareRecorded pay date: Nov 18, 2020 (past date) |
| Jul 28, 2020 | Cash dividend | USD 0.36 per shareRecorded pay date: Aug 19, 2020 (past date) |
| Apr 28, 2020 | Cash dividend | USD 0.36 per shareRecorded pay date: May 20, 2020 (past date) |
| Jan 28, 2020 | Cash dividend | USD 0.36 per shareRecorded pay date: Feb 19, 2020 (past date) |
| Oct 29, 2019 | Cash dividend | USD 0.36 per shareRecorded pay date: Nov 20, 2019 (past date) |
| Jul 30, 2019 | Cash dividend | USD 0.36 per shareRecorded pay date: Aug 21, 2019 (past date) |
| Apr 30, 2019 | Cash dividend | USD 0.36 per shareRecorded pay date: May 22, 2019 (past date) |
| Jan 29, 2019 | Cash dividend | USD 0.34 per shareRecorded pay date: Feb 20, 2019 (past date) |
| Oct 30, 2018 | Cash dividend | USD 0.34 per shareRecorded pay date: Nov 21, 2018 (past date) |
| Jul 31, 2018 | Cash dividend | USD 0.34 per shareRecorded pay date: Aug 22, 2018 (past date) |
| May 8, 2018 | Cash dividend | USD 0.32 per shareRecorded pay date: May 30, 2018 (past date) |
| Jan 30, 2018 | Cash dividend | USD 0.32 per shareRecorded pay date: Feb 21, 2018 (past date) |
| Oct 31, 2017 | Cash dividend | USD 0.32 per shareRecorded pay date: Nov 22, 2017 (past date) |
| Jul 24, 2017 | Cash dividend | USD 0.32 per shareRecorded pay date: Aug 16, 2017 (past date) |
| May 1, 2017 | Cash dividend | USD 0.32 per shareRecorded pay date: May 24, 2017 (past date) |
| Jan 30, 2017 | Cash dividend | USD 0.32 per shareRecorded pay date: Feb 22, 2017 (past date) |
| Oct 31, 2016 | Cash dividend | USD 0.32 per shareRecorded pay date: Nov 23, 2016 (past date) |
| Jul 25, 2016 | Cash dividend | USD 0.3 per shareRecorded pay date: Aug 17, 2016 (past date) |
| Apr 25, 2016 | Cash dividend | USD 0.3 per shareRecorded pay date: May 18, 2016 (past date) |
| Jan 25, 2016 | Cash dividend | USD 0.3 per shareRecorded pay date: Feb 17, 2016 (past date) |
| Nov 2, 2015 | Cash dividend | USD 0.3 per shareRecorded pay date: Nov 25, 2015 (past date) |
| Jul 27, 2015 | Cash dividend | USD 0.28 per shareRecorded pay date: Aug 19, 2015 (past date) |
| Apr 27, 2015 | Cash dividend | USD 0.28 per shareRecorded pay date: May 20, 2015 (past date) |
| Jan 26, 2015 | Cash dividend | USD 0.28 per shareRecorded pay date: Feb 18, 2015 (past date) |
| Nov 3, 2014 | Cash dividend | USD 0.28 per shareRecorded pay date: Nov 26, 2014 (past date) |
| Jul 28, 2014 | Cash dividend | USD 0.28 per shareRecorded pay date: Aug 20, 2014 (past date) |
| Apr 28, 2014 | Cash dividend | USD 0.28 per shareRecorded pay date: May 21, 2014 (past date) |
| Jan 27, 2014 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 19, 2014 (past date) |
| Nov 4, 2013 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 27, 2013 (past date) |
| Jul 29, 2013 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 21, 2013 (past date) |
| Apr 24, 2013 | Cash dividend | USD 0.25 per shareRecorded pay date: May 17, 2013 (past date) |
| Jan 28, 2013 | Cash dividend | USD 0.25 per shareRecorded pay date: Feb 20, 2013 (past date) |
| Nov 5, 2012 | Cash dividend | USD 0.22 per shareRecorded pay date: Nov 28, 2012 (past date) |
| Aug 7, 2012 | Cash dividend | USD 0.22 per shareRecorded pay date: Aug 30, 2012 (past date) |
| Apr 24, 2012 | Cash dividend | USD 0.22 per shareRecorded pay date: May 17, 2012 (past date) |
| Jan 30, 2012 | Cash dividend | USD 0.22 per shareRecorded pay date: Feb 22, 2012 (past date) |
| Nov 7, 2011 | Cash dividend | USD 0.22 per shareRecorded pay date: Nov 30, 2011 (past date) |
| Jul 29, 2011 | Cash dividend | USD 0.22 per shareRecorded pay date: Aug 23, 2011 (past date) |
| Apr 25, 2011 | Cash dividend | USD 0.18 per shareRecorded pay date: May 18, 2011 (past date) |
| Jan 31, 2011 | Cash dividend | USD 0.18 per shareRecorded pay date: Feb 23, 2011 (past date) |
| Nov 1, 2010 | Cash dividend | USD 0.18 per shareRecorded pay date: Nov 24, 2010 (past date) |
| Jul 30, 2010 | Cash dividend | USD 0.18 per shareRecorded pay date: Aug 24, 2010 (past date) |
| Apr 26, 2010 | Cash dividend | USD 0.15 per shareRecorded pay date: May 19, 2010 (past date) |
| Feb 1, 2010 | Cash dividend | USD 0.15 per shareRecorded pay date: Feb 24, 2010 (past date) |
| Oct 26, 2009 | Cash dividend | USD 0.15 per shareRecorded pay date: Nov 18, 2009 (past date) |
| Jul 27, 2009 | Cash dividend | USD 0.15 per shareRecorded pay date: Aug 19, 2009 (past date) |
| Apr 27, 2009 | Cash dividend | USD 0.15 per shareRecorded pay date: May 20, 2009 (past date) |
| Jan 27, 2009 | Cash dividend | USD 0.15 per shareRecorded pay date: Feb 19, 2009 (past date) |
| Oct 27, 2008 | Cash dividend | USD 0.15 per shareRecorded pay date: Nov 19, 2008 (past date) |
| Jul 28, 2008 | Cash dividend | USD 0.15 per shareRecorded pay date: Aug 20, 2008 (past date) |
| Apr 28, 2008 | Cash dividend | USD 0.13 per shareRecorded pay date: May 21, 2008 (past date) |
| Jan 29, 2008 | Cash dividend | USD 0.13 per shareRecorded pay date: Feb 21, 2008 (past date) |
| Oct 29, 2007 | Cash dividend | USD 0.13 per shareRecorded pay date: Nov 21, 2007 (past date) |
| Jul 27, 2007 | Cash dividend | USD 0.13 per shareRecorded pay date: Aug 21, 2007 (past date) |
| May 10, 2007 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Apr 30, 2007 | Cash dividend | USD 0.26 per shareRecorded pay date: May 23, 2007 (past date) |
| Jan 29, 2007 | Cash dividend | USD 0.22 per shareRecorded pay date: Feb 22, 2007 (past date) |
| Oct 30, 2006 | Cash dividend | USD 0.22 per shareRecorded pay date: Nov 22, 2006 (past date) |
| Jul 28, 2006 | Cash dividend | USD 0.22 per shareRecorded pay date: Aug 22, 2006 (past date) |
| Apr 26, 2006 | Cash dividend | USD 0.2 per shareRecorded pay date: May 19, 2006 (past date) |
| Jan 30, 2006 | Cash dividend | USD 0.2 per shareRecorded pay date: Feb 23, 2006 (past date) |
| Oct 31, 2005 | Cash dividend | USD 0.2 per shareRecorded pay date: Nov 23, 2005 (past date) |
| Jul 29, 2005 | Cash dividend | USD 0.2 per shareRecorded pay date: Aug 23, 2005 (past date) |
| Apr 27, 2005 | Cash dividend | USD 0.15 per shareRecorded pay date: May 20, 2005 (past date) |
| Jan 31, 2005 | Cash dividend | USD 0.15 per shareRecorded pay date: Feb 24, 2005 (past date) |
| Oct 26, 2004 | Cash dividend | USD 0.15 per shareRecorded pay date: Nov 18, 2004 (past date) |
| Jul 23, 2004 | Cash dividend | USD 0.15 per shareRecorded pay date: Aug 17, 2004 (past date) |
| Apr 28, 2004 | Cash dividend | USD 0.07 per shareRecorded pay date: May 21, 2004 (past date) |
| Feb 2, 2004 | Cash dividend | USD 0.07 per shareRecorded pay date: Feb 26, 2004 (past date) |
| Aug 26, 1998 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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We’ll show you if ATR is in your portfolio and how much it contributes.
Sign in51 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: bearish
Last trade: sell 11 days ago
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
558 filers reported a long position in ATR for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
51.2%
of the 61.3M shares 13-F filers reported
Moves vs Q1 2026
8 added1 trimmed
1 unchanged
Net shares held
+3.2%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $768.5M · 6.1M shares | 6.1M | +0.9% |
| 2 | State Farm Mutual Automobile Insurance Co | $594M · 4.7M shares | 4.7M | Unchanged |
| 3 | Vanguard Portfolio Management LLC | $455.6M · 3.6M shares | 3.6M | -3.4% |
| 4 | Morgan Stanley | $441.2M · 3.5M shares | 3.5M | +4.4% |
| 5 | Vanguard Capital Management LLC | $362.3M · 2.9M shares | 2.9M | +0.3% |
| 6 | State Street Corp | $358.5M · 2.9M shares | 2.9M | +2.8% |
| 7 | Victory Capital Management Inc | $319.8M · 2.6M shares | 2.6M | +5.6% |
| 8 | Geode Capital Management, LLC | $218.9M · 1.7M shares | 1.7M | +3.2% |
| 9 | Dimensional Fund Advisors LP | $218M · 1.7M shares | 1.7M | +15.7% |
| 10 | Neuberger Berman Group LLC | $193.9M · 1.5M shares | 1.5M | +31.9% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of ATR file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 12, 2026 | Morgan Stanley13G · passive · amended | 5.1% |
| Apr 29, 2026 | Vanguard Capital Management LLC13G · passive | 5.29% |
| Apr 28, 2026 | Vanguard Portfolio Management LLC13G · passive | 5.92% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
How much of ATR’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-14T17:02:57.846Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +0.20% | -1.05% | +0.81% | +0.44% | |
| +0.10% | +0.36% | -0.25% | -0.01% | |
| +0.91% | +0.43% | -0.06% | +0.54% | |
| -0.11% | +0.49% | -0.20% | -0.40% | |
| +1.97% | -1.09% | +0.45% | +2.61% | |
| -1.21% | -0.46% | +0.04% | -0.79% | |
| +0.41% | +0.50% | +0.18% | -0.28% | |
| -0.44% | +0.68% | +0.00% | -1.13% | |
| +0.52% | +0.37% | -0.28% | +0.43% | |
| +2.73% | -0.46% | +0.05% | +3.14% | |
| +5.02% | -1.77% | +0.48% | +6.31% | |
| +4.85% | -0.24% | +1.20% | +3.89% | |
| -1.08% | +0.35% | -0.72% | -0.70% | |
| +3.20% | +1.75% | -0.26% | +1.71% | |
| -1.92% | -3.95% | +1.33% | +0.70% | |
| -1.07% | +0.71% | -1.44% | -0.34% | |
| +1.14% | +2.42% | -0.27% | -1.00% | |
| -0.01% | -0.29% | +0.06% | +0.23% | |
| -0.72% | +1.19% | -0.37% | -1.55% | |
| -0.95% | -0.45% | -0.13% | -0.36% |
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Common Stock · Direct · Non-derivative shares
4,846 shares in the latest stored filing
Filed · report period Nov 5, 2026 · Form 4. Source: SEC filing 0000896622-26-000194. Quantities are reported units, not currency or market value.
SEC identifiers: name as filed FOTIADES GEORGE L · reporting-owner CIK 0001202424 · issuer CIK 0000896622
Source: stored SEC Forms 3/4/5 ownership records filed May 7, 2026 to Nov 6, 2026; read Nov 14, 2026, 5:02 PM UTC. Exact quantities and each accession are below. A single dot is one observation, not a trend.
· 4,846 shares in stored record · Direct
Report period Nov 5, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000896622-26-000194
· 6,446 shares in stored record · Direct
Report period Jul 16, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000896622-26-000162
· 6,295 shares in stored record · Direct
Report period May 6, 2026 · Form 4 · balance after the filing’s transactions. SEC 0000896622-26-000118
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 14, 2026; read Nov 14, 2026, 5:02 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 40 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.
1Y price return +19%
Prices adjusted for splits; dividends excluded.
Nov 13, 2025–Nov 13, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Below median holder quality (percentile 28.9 this quarter).
Selling read. Last 180 days of filings: 0 purchases, 14 sales, 16 other records. Open-market net over the last 90 days: -$884K.
No active flags are recorded; this is not an all-clear.
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.