Smart Money · Holder IQ
50.7 / 100
Below median holder quality (percentile 34.9 this quarter).
HOS
Helix Energy Solutions Group IncNYSE
$5.83+4.67%
Close Nov 12, 2026
Reading stored signals…
Energy • Oil & Gas Equipment & Services
Factor tilt: Small-Cap Blend
Company Quality Grade
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
- Book with dividends · annual growth
- -0.9%
- Consistency of fitted trend · R²
- 0.301
- Recent / whole-window slope
- -2.75×
- HOS
- Whole-window fit
- Recent 12-quarter fit
Quarterly chart values · 41 observations
· 100 indexed · 11.7 per share
· 100.2 indexed · 11.8 per share
· 97.8 indexed · 11.5 per share
· 88.7 indexed · 10.4 per share
· 87.4 indexed · 10.3 per share
· 88.2 indexed · 10.4 per share
· 91.9 indexed · 10.8 per share
· 92.3 indexed · 10.8 per share
· 93.1 indexed · 10.9 per share
· 94.8 indexed · 11.1 per share
· 93.9 indexed · 11 per share
· 94.2 indexed · 11.1 per share
· 95.2 indexed · 11.2 per share
· 96.9 indexed · 11.4 per share
· 98.1 indexed · 11.5 per share
· 94.4 indexed · 11.1 per share
· 94.6 indexed · 11.1 per share
· 97.5 indexed · 11.4 per share
· 99.5 indexed · 11.7 per share
· 97 indexed · 11.4 per share
· 96.5 indexed · 11.3 per share
· 94.8 indexed · 11.1 per share
· 93.5 indexed · 11 per share
· 89.8 indexed · 10.5 per share
· 86.3 indexed · 10.1 per share
· 83.4 indexed · 9.8 per share
· 85.4 indexed · 10 per share
· 85.1 indexed · 10 per share
· 86.5 indexed · 10.2 per share
· 86.6 indexed · 10.2 per share
· 84.7 indexed · 9.9 per share
· 82 indexed · 9.6 per share
· 83.7 indexed · 9.8 per share
· 88.1 indexed · 10.3 per share
· 85.2 indexed · 10 per share
· 87.1 indexed · 10.2 per share
· 90 indexed · 10.6 per share
· 91.3 indexed · 10.7 per share
· 90.7 indexed · 10.6 per share
· 90.1 indexed · 10.6 per share
· 91.6 indexed · 10.8 per share
Basis: total common book, used as the fallback basis for the whole window. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Method, filing sources and publication receipt
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 (42 in this window): 0000866829-16-000067; 0000866829-16-000083; 0000866829-16-000089. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. An additional method qualification is recorded in the publication receipt. Missing dividend facts were treated as zero by the published method. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. Some quarters use weighted-average shares.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:3ce634f43c7f8aaa89eadfb9e7f8cfdfb9fdf8e82b2f1da4fbf30c5c483a09df
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 41 reporting owners
- Robert Potter AdamsSee Remarks — as filedRED 0 · GREEN 0 · Net 0
- Brian Michael CookSee Remarks — as filedRED 0 · GREEN 0 · Net 0
- Benjamin Matthew FinkDirector — as filedRED 0 · GREEN 0 · Net 0
- Samuel A. GibergaSee Remarks — as filedRED 0 · GREEN 0 · Net 0
- Diana GlassmanDirector — as filedRED 0 · GREEN 0 · Net 0
- Paula HarrisDirector — as filedRED 0 · GREEN 0 · Net 0
- Todd M. HornbeckSee Remarks · Director — as filedRED 0 · GREEN 0 · Net 0
- Piyush JindalDirector — as filedRED 0.000002 · GREEN 0 · Net -0.000002
- Thomas Mitchell LittleDirector — as filedRED 0 · GREEN 0 · Net 0
- John LovoiDirector — as filedRED 0 · GREEN 0.000001 · Net 0.000001
- Kevin Omar MeyersDirector — as filedRED 0 · GREEN 0.000002 · Net 0.000002
- Amy H. NelsonDirector — as filedRED 0 · GREEN 0 · Net 0
- Aaron Marc RosenDirector — as filedRED 0 · GREEN 0 · Net 0
- Scott Andrew SparksSee Remarks — as filedRED 0 · GREEN 0 · Net 0
- Ben ToddSee Remarks — as filedRED 0 · GREEN 0 · Net 0
- William L. TransierDirector — as filedRED 0 · GREEN 0.000001 · Net 0.000001
- Ares Holdco LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Ares Management Corp10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Ares Management GP LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Ares Management Holdings L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ARES MANAGEMENT LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Ares Partners Holdco LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Ares Voting LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Brent Alexander ArriagaOther reporting role — as filedRED 0 · GREEN 0 · Net 0
- ASOF Holdings I, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASOF HOS AIV 1, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASOF HOS AIV 2, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASOF HOS GP, LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASOF II A (DE) Holdings I, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASOF II Holdings I, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASOF Investment Management LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASSF IV AIV B Holdings III, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASSF IV AIV B, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASSF IV HOS AIV 1, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASSF IV HOS AIV 2, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- ASSF Operating Manager IV, L.P.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Owen E. KratzOther reporting role — as filedRED 0 · GREEN 0 · Net 0
- Kenneth English NeikirkOther reporting role — as filedRED 0 · GREEN 0 · Net 0
- Erik StaffeldtOther reporting role — as filedRED 0 · GREEN 0 · Net 0
- WHITEBOX ADVISORS LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- WHITEBOX GENERAL PARTNER LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 41 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0.000002; highest GREEN: 0.000002.
- Issuer CIK
- 0000866829
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Robert Potter Adams · SEC CIK 0002147797
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c60ab485c7f5fbd8bdc4ce7d0487d5d63a01ca1564fc4beb180ce2c14c016772
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Brian Michael Cook · SEC CIK 0002147783
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6a3fa3913630ade0fe324b2f06792ac04c81731ce9696466a927567d8e8f4ac3
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Benjamin Matthew Fink · SEC CIK 0001312482
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 8d872d24f20f2c8e078740cff463ef21829616d96f8526f93eb6c25d1b24df6a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Samuel A. Giberga · SEC CIK 0001318830
Read the Form 3 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: bb71af3a24826721eb1c87f4c36f9df4253412017ca11821b5a6bb196e122fa2
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Diana Glassman · SEC CIK 0001946868
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6b620e4c311f21f1d314de8fcb26fd3a30283e401bf472da778f049f3ca4fc2f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Paula Harris · SEC CIK 0001880259
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f0188c23b2da015cf071be06e2b227bcef6f7b9c1cda5cdcc4f793e8c4dc6f07
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Todd M. Hornbeck · SEC CIK 0001284591
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 9db3eb6b148720d5c9c4f27e28aa09a79ea828c78b6e554a535a0dabd32e0d17
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Piyush Jindal · SEC CIK 0001752056
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.020002; GREEN 0 to 0.02; net -0.040002 to 0.039998.
Score identity: 961ae14a6bdf3f65061561b546d6efa0471269dec887c6961b071afeb81ed37b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Thomas Mitchell Little · SEC CIK 0001567226
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: dd3c97c51b037be53694227fd46bb44a62b25ba54d67636bd4c7d58ffdfa0b2f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
John Lovoi · SEC CIK 0001271502
Read the Form 4 filed Sep 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.020001; net -0.039999 to 0.040001.
Score identity: 891ccb19df00f784d65e854f0cf93dff2de4eda769917360621547cf52f4ec9c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Kevin Omar Meyers · SEC CIK 0001464559
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.020002; net -0.039998 to 0.040002.
Score identity: cd8baa7f6856cb0e95c2b99e46e9674796a47d3244eae99e2b6bc6b03c710365
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Amy H. Nelson · SEC CIK 0001599571
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 712da227502e435d23b8b116173af5fa849bdc4e26f5b7df9c682f307c1783e3
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Aaron Marc Rosen · SEC CIK 0001886780
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 8ffcd3e1f1b3b289952010975fec47eeee29d23097939b221c03ac8761289e75
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Scott Andrew Sparks · SEC CIK 0001640450
Read the Form 4 filed Sep 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 4787a945aa106efd378ac99e61940268f7a7d34e24aa945fce5c8202945de902
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ben Todd · SEC CIK 0002147627
Read the Form 4 filed Sep 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6a9d56b2ec05f989d21201bc19a15ba0bcdd5f8917fbda2736f6b768f3fd458b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
William L. Transier · SEC CIK 0001187452
Read the Form 4 filed Sep 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.020001; net -0.039999 to 0.040001.
Score identity: c03ccd4e6fa8fc43784c2b98f54521fa4c81cd580e24b953271aec34152e7c12
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ares Holdco LLC · SEC CIK 0001669983
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 4f37e42cb54c6be08440511eb0b54afc3685698333608fd700f2fffb83c229fb
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ares Management Corp · SEC CIK 0001176948
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 57151951d38764b1d8e35978f5881427ed75c65ca9ae433ff3ba044863907e56
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ares Management GP LLC · SEC CIK 0001620264
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c633478e3a5e8d5c0bafb0b26d653acc7f4159b7bd8f46e47b669e0397852eab
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ares Management Holdings L.P. · SEC CIK 0001536937
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a60fc3eb70623044c69bf702f02679e09db641f3a95114e05959c89e68c7d2a6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ARES MANAGEMENT LLC · SEC CIK 0001259313
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 49783342aee42de61aa6900189d5d69131ef70fdcec979cf24a36422aae4ee60
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ares Partners Holdco LLC · SEC CIK 0001620263
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ba82e15c51d8456dbac24aa55ed54c55bfe27a3860f9c45367df56d44554f4c0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ares Voting LLC · SEC CIK 0001761656
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 20b6e659173de704df9d413f98e7b3dfca24ba26be86e1d3008166dbca405cb8
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Brent Alexander Arriaga · SEC CIK 0001848500
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 28b4290c3885ceaaf32ea8dd34abf0dabc9a919047b0e206a708bf7cff920997
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF Holdings I, L.P. · SEC CIK 0001793549
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 31170902883745ca0d2351f7c590d4e4b31f27fc6eba68e2a8f014d335604800
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF HOS AIV 1, L.P. · SEC CIK 0002007454
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 641480d23fc246f2382a6338a88d9cd68ebeaa948aa743382bebdde8271e16f4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF HOS AIV 2, L.P. · SEC CIK 0002007461
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 0273aace457b16de9d750d8a918e92c6d66a038e1fb5663ef2c89065bd9a1772
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF HOS GP, LLC · SEC CIK 0002152953
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d395be149f7e12cd4e22125ad1f1079e6684806f85d691da51c4bc136c9e8f85
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF II A (DE) Holdings I, L.P. · SEC CIK 0001933136
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ac64ff668e2f5b7df78f4614845c5a67e7540f3dbcb6efcf9c55a8a359f71770
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF II Holdings I, L.P. · SEC CIK 0001933113
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: fddfe6152d12c956c71758d591cfcb047948860786b4e8a38e5cd781cefbd61c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASOF Investment Management LLC · SEC CIK 0001793548
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f73768b0beb9384c13618df5a88488e46bad59aba70e59b59c60dbfd81b50ff4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASSF IV AIV B Holdings III, L.P. · SEC CIK 0001757327
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 0be56960aa006332ae0705e48e0ffb058e11e214b7b99f6464a607755515ba92
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASSF IV AIV B, L.P. · SEC CIK 0001862592
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 1cda7e816092f73f62bfc6ed27d078a16ca4abd7497519e662cc7331dc0bdd24
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASSF IV HOS AIV 1, L.P. · SEC CIK 0002007463
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 3991fcaa8908ff7b9f6bb400d235c299a28f10c097d72ee8e74805869cf5caf6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASSF IV HOS AIV 2, L.P. · SEC CIK 0002007457
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 56ae523c953a04932333004b0c1187987898298c21a7d7c8d9b4bb9ad2671b0b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
ASSF Operating Manager IV, L.P. · SEC CIK 0001683967
Read the Form 3 filed Sep 9, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: bd1b864543d93843f545a208003a246abe03a146c4742b0c7f2ef1f00c7612c6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Owen E. Kratz · SEC CIK 0001041815
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f85234a9e78ab83f3998020e6baa012a9058ac00a70911cc8d621802e8cafd19
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Kenneth English Neikirk · SEC CIK 0001775345
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 33965e35d4dc9ea669671777ff4016b77cc6fd2335ff375e5d71a0924a9ae532
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Erik Staffeldt · SEC CIK 0001648839
Read the Form 4 filed Sep 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: df368e12259d88bec9693790d1a35581309c828c54c5c50d840b5d4cbd78edf4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
WHITEBOX ADVISORS LLC · SEC CIK 0001257391
Read the Form 3 filed Sep 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: eb619239d22fadf90744c65da1c48d0ae4e5ebe46fd8b56f364a5984a49dae97
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
WHITEBOX GENERAL PARTNER LLC · SEC CIK 0001650272
Read the Form 3 filed Sep 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 4647c6a5d6f0a6535e2258273c1094aceae407890b18525feb9c07e0e128530b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
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.
How we got this
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.
Where the data comes from
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.
- Market cap
- $1.91B
- 1 month
- -15.1%
- 3 months
- -44.1%
- 1 year
- -15.9%
- 52-week range
- $5.22$10.60
More market facts
- Dividend
- No dividends on record
- Short interest
- 63.3% of float9.7M shares · settled Oct 30, 2026 · +13.8% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $1.3B
- Net income
- $39.67M
- Free cash flow
- $235.75M
- Book value
- $1.58B
- Total debt
- $610.4M
- P/E
- 48.1×
- Price / sales
- 1.5×
- Price / book
- 1.2×
- FCF yield
- +12.4%
- Net margin
- +3.0%
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
Quarterly results
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 |
|---|---|---|---|---|---|
| Jun 2026filed Aug 6, 2026 | $304.0M | +0.6% | 18.5% | $26.7M | $22.7M |
| Mar 2026filed Apr 24, 2026 | $287.9M | +3.6% | 3.1% | -$13.3M | -$13.4M |
| Dec 2025filed Feb 26, 2026 | $334.2M | -5.9% | 15.2% | $12.3M | $8.3M |
| Sep 2025filed Oct 23, 2025 | $377.0M | +10.1% | 17.5% | $47.9M | $22.1M |
| Jun 2025filed Jul 24, 2025 | $302.3M | -17.1% | 4.9% | -$3.2M | -$2.6M |
| Mar 2025filed Apr 24, 2025 | $278.1M | -6.1% | 9.9% | $8.2M | $3.1M |
| Dec 2024filed Feb 27, 2025 | $355.1M | +6.0% | 16.6% | $30.9M | $20.1M |
| Sep 2024filed Oct 24, 2024 | $342.4M | -13.5% | 19.2% | $44.6M | $29.5M |
Balance sheet · cash, debt and near-term obligations
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.
As of
- Reported cash
- $652.2M
- Reported total debt
- $610.4M
- Current assets
- $939.5M
- Current liabilities
- $271.1M
Vendor filing date:
As of
- Reported cash
- $501.3M
- Reported total debt
- $625.8M
- Current assets
- $819.3M
- Current liabilities
- $281.1M
Vendor filing date:
As of
- Reported cash
- $445.2M
- Reported total debt
- $629.8M
- Current assets
- $806.3M
- Current liabilities
- $299.7M
Vendor filing date:
As of
- Reported cash
- $338.0M
- Reported total debt
- $622.5M
- Current assets
- $798.2M
- Current liabilities
- $314.1M
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 years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 26, 2026 | $1.3B | -4.9% | 12.3% | $65.1M | $30.8M |
| Dec 2024filed Feb 27, 2025 | $1.4B | +5.3% | 16.2% | $127.4M | $55.6M |
| Dec 2023filed Feb 29, 2024 | $1.3B | +47.7% | 15.5% | $105.9M | -$10.8M |
| Dec 2022filed Feb 24, 2023 | $873.1M | +29.4% | 5.8% | -$26.1M | -$87.8M |
| Dec 2021filed Feb 24, 2022 | $674.7M | -8.0% | 2.3% | -$48.1M | -$61.7M |
| Dec 2020filed Feb 25, 2021 | $733.6M | -2.4% | 10.9% | $13.0M | $22.2M |
Annual cash generation
Does profit turn into cash? Compare HOS’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $30.8M
- Operating cash flow
- $136.7M
- Capital spending
- $16.3M
- Free cash flow
- $120.4M
Fiscal year ending
- Net income
- $55.6M
- Operating cash flow
- $186.0M
- Capital spending
- $23.3M
- Free cash flow
- $162.7M
Fiscal year ending
- Net income
- -$10.8M
- Operating cash flow
- $152.5M
- Capital spending
- $19.6M
- Free cash flow
- $132.9M
Earlier cash-flow years
Fiscal year ending
- Net income
- -$87.8M
- Operating cash flow
- $51.1M
- Capital spending
- $33.5M
- Free cash flow
- $17.6M
Fiscal year ending
- Net income
- -$61.7M
- Operating cash flow
- $140.1M
- Capital spending
- $8.3M
- Free cash flow
- $131.8M
Fiscal year ending
- Net income
- $22.2M
- Operating cash flow
- $98.8M
- Capital spending
- $20.2M
- Free cash flow
- $78.6M
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.
Cash-flow source and meaning
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.
Cash allocation: dividends, shares and debt
Where did HOS’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.
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$30.2M
- Net borrowing / repayment
- -$9.2M
- Total financing cash flow
- -$45.1M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$29.6M
- Net borrowing / repayment
- -$69.5M
- Total financing cash flow
- -$125.3M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $58.2M
- Net share issuance / purchases
- -$12.0M
- Net borrowing / repayment
- $29.1M
- Total financing cash flow
- $25.1M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $1.3M
- Net share issuance / purchases
- -$1.9M
- Net borrowing / repayment
- -$43.5M
- Total financing cash flow
- -$44.8M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $1.3M
- Net share issuance / purchases
- -$2.0M
- Net borrowing / repayment
- -$92.3M
- Total financing cash flow
- -$96.0M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $10.0M
- Net share issuance / purchases
- -$10.6M
- Net borrowing / repayment
- -$37.3M
- Total financing cash flow
- -$52.6M
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.
Allocation source and sign conventions
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.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 135 observations
Settlement Oct 30, 2026
9,745,066 shares short
+1,181,527 shares (+13.8%) vs Oct 15, 2026
63.3% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
8,563,539 shares short
+1,388,933 shares (+19.4%) vs Aug 31, 2026
55.6% of the stored float. Published Oct 26, 2026.
Settlement Aug 31, 2026
7,174,606 shares short
-34,578 shares (-0.5%) vs Aug 14, 2026
5.2% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
7,209,184 shares short
-161,049 shares (-2.2%) vs Jul 31, 2026
5.3% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
7,370,233 shares short
+47,772 shares (+0.7%) vs Jul 15, 2026
5.4% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
7,322,461 shares short
+76,802 shares (+1.1%) vs Jun 30, 2026
5.3% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
7,245,659 shares short
-50,540 shares (-0.7%) vs Jun 15, 2026
5.3% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
7,296,199 shares short
-287,226 shares (-3.8%) vs May 29, 2026
5.3% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
7,583,425 shares short
-375,160 shares (-4.7%) vs May 15, 2026
5.5% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
7,958,585 shares short
+545,944 shares (+7.4%) vs Apr 30, 2026
5.8% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
7,412,641 shares short
+2,188,988 shares (+41.9%) vs Apr 15, 2026
5.4% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
5,223,653 shares short
+192,858 shares (+3.8%) vs Mar 31, 2026
3.8% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
5,030,795 shares short
-893,681 shares (-15.1%) vs Mar 13, 2026
3.7% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
5,924,476 shares short
+325,115 shares (+5.8%) vs Feb 27, 2026
4.3% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
5,599,361 shares short
+566,709 shares (+11.3%) vs Feb 13, 2026
4.1% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
5,032,652 shares short
+165,184 shares (+3.4%) vs Jan 30, 2026
3.7% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
4,867,468 shares short
+142,889 shares (+3%) vs Jan 15, 2026
3.5% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
4,724,579 shares short
+603,421 shares (+14.6%) vs Dec 31, 2025
3.4% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
4,121,158 shares short
+14,283 shares (+0.3%) vs Dec 15, 2025
3% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
4,106,875 shares short
+398,659 shares (+10.8%) vs Nov 28, 2025
3% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
3,708,216 shares short
+117,224 shares (+3.3%) vs Nov 14, 2025
2.7% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
3,590,992 shares short
-890,870 shares (-19.9%) vs Oct 31, 2025
2.6% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
4,481,862 shares short
+107,442 shares (+2.5%) vs Oct 15, 2025
3.3% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
4,374,420 shares short
+162,672 shares (+3.9%) vs Sep 30, 2025
3.2% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
4,211,748 shares short
-312,473 shares (-6.9%) vs Sep 15, 2025
3.1% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
4,524,221 shares short
+77,128 shares (+1.7%) vs Aug 29, 2025
3.3% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
4,447,093 shares short
-73,898 shares (-1.6%) vs Aug 15, 2025
3.2% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
4,520,991 shares short
-366,333 shares (-7.5%) vs Jul 31, 2025
3.3% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
4,887,324 shares short
-56,960 shares (-1.2%) vs Jul 15, 2025
3.6% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
4,944,284 shares short
-924,328 shares (-15.8%) vs Jun 30, 2025
3.6% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
5,868,612 shares short
-219,997 shares (-3.6%) vs Jun 13, 2025
4.3% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
6,088,609 shares short
+520,324 shares (+9.3%) vs May 30, 2025
4.4% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
5,568,285 shares short
+142,355 shares (+2.6%) vs May 15, 2025
4.1% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
5,425,930 shares short
-124,073 shares (-2.2%) vs Apr 30, 2025
4% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
5,550,003 shares short
+69,225 shares (+1.3%) vs Apr 15, 2025
4% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
5,480,778 shares short
+290,485 shares (+5.6%) vs Mar 31, 2025
4% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
5,190,293 shares short
-1,506,329 shares (-22.5%) vs Mar 14, 2025
3.8% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
6,696,622 shares short
-715,705 shares (-9.7%) vs Feb 28, 2025
4.9% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
7,412,327 shares short
+124,970 shares (+1.7%) vs Feb 14, 2025
5.4% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
7,287,357 shares short
-319,383 shares (-4.2%) vs Jan 31, 2025
5.3% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
7,606,740 shares short
+145,195 shares (+1.9%) vs Jan 15, 2025
5.5% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
7,461,545 shares short
-1,053,961 shares (-12.4%) vs Dec 31, 2024
5.4% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
8,515,506 shares short
+1,467,948 shares (+20.8%) vs Dec 13, 2024
6.2% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
7,047,558 shares short
+358,867 shares (+5.4%) vs Nov 29, 2024
5.1% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
6,688,691 shares short
-327,365 shares (-4.7%) vs Nov 15, 2024
4.9% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
7,016,056 shares short
+406,661 shares (+6.2%) vs Oct 31, 2024
5.1% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
6,609,395 shares short
+930,622 shares (+16.4%) vs Oct 15, 2024
4.8% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
5,678,773 shares short
-900,658 shares (-13.7%) vs Sep 30, 2024
4.1% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
6,579,431 shares short
+191,534 shares (+3%) vs Sep 13, 2024
4.8% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
6,387,897 shares short
+242,194 shares (+3.9%) vs Aug 30, 2024
4.7% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
6,145,703 shares short
+190,374 shares (+3.2%) vs Aug 15, 2024
4.5% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
5,955,329 shares short
+108,571 shares (+1.9%) vs Jul 31, 2024
4.3% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
5,846,758 shares short
+538,086 shares (+10.1%) vs Jul 15, 2024
4.3% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
5,308,672 shares short
+89,639 shares (+1.7%) vs Jun 28, 2024
3.9% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
5,219,033 shares short
+1,489,828 shares (+40%) vs Jun 14, 2024
3.8% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
3,729,205 shares short
+379,641 shares (+11.3%) vs May 31, 2024
2.7% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
3,349,564 shares short
-145,699 shares (-4.2%) vs May 15, 2024
2.4% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
3,495,263 shares short
+63,296 shares (+1.8%) vs Apr 30, 2024
2.5% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
3,431,967 shares short
-219,047 shares (-6%) vs Apr 15, 2024
2.5% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
3,651,014 shares short
-455,421 shares (-11.1%) vs Mar 28, 2024
2.7% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
4,106,435 shares short
-1,340,207 shares (-24.6%) vs Mar 15, 2024
3% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
5,446,642 shares short
-237,544 shares (-4.2%) vs Feb 29, 2024
4% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
5,684,186 shares short
-648,893 shares (-10.2%) vs Feb 15, 2024
4.1% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
6,333,079 shares short
-955,292 shares (-13.1%) vs Jan 31, 2024
4.6% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
7,288,371 shares short
-1,729,813 shares (-19.2%) vs Jan 12, 2024
5.3% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
9,018,184 shares short
-477,063 shares (-5%) vs Dec 29, 2023
6.6% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
9,495,247 shares short
-2,712,904 shares (-22.2%) vs Dec 15, 2023
6.9% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
12,208,151 shares short
-288,256 shares (-2.3%) vs Nov 30, 2023
8.9% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
12,496,407 shares short
+1,230,063 shares (+10.9%) vs Nov 15, 2023
9.1% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
11,266,344 shares short
+1,386,264 shares (+14%) vs Oct 31, 2023
8.2% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
9,880,080 shares short
+314,301 shares (+3.3%) vs Oct 13, 2023
7.2% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
9,565,779 shares short
+968,097 shares (+11.3%) vs Sep 29, 2023
7% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
8,597,682 shares short
-384,503 shares (-4.3%) vs Sep 15, 2023
6.3% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
8,982,185 shares short
+599,140 shares (+7.1%) vs Aug 31, 2023
6.5% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
8,383,045 shares short
-164,502 shares (-1.9%) vs Aug 15, 2023
6.1% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
8,547,547 shares short
+308,041 shares (+3.7%) vs Jul 31, 2023
6.2% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
8,239,506 shares short
+993,540 shares (+13.7%) vs Jul 14, 2023
6% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
7,245,966 shares short
-65,253 shares (-0.9%) vs Jun 30, 2023
5.3% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
7,311,219 shares short
-291,563 shares (-3.8%) vs Jun 15, 2023
5.3% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
7,602,782 shares short
-740,694 shares (-8.9%) vs May 31, 2023
5.5% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
8,343,476 shares short
-339,907 shares (-3.9%) vs May 15, 2023
6.1% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
8,683,383 shares short
-354,406 shares (-3.9%) vs Apr 28, 2023
6.3% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
9,037,789 shares short
+600,515 shares (+7.1%) vs Apr 14, 2023
6.6% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
8,437,274 shares short
+405,363 shares (+5%) vs Mar 31, 2023
6.1% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
8,031,911 shares short
-492,941 shares (-5.8%) vs Mar 15, 2023
5.9% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
8,524,852 shares short
+548,709 shares (+6.9%) vs Feb 28, 2023
6.2% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
7,976,143 shares short
+119,574 shares (+1.5%) vs Feb 15, 2023
5.8% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
7,856,569 shares short
+415,769 shares (+5.6%) vs Jan 31, 2023
5.7% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
7,440,800 shares short
+868,664 shares (+13.2%) vs Jan 13, 2023
5.4% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
6,572,136 shares short
+516,646 shares (+8.5%) vs Dec 30, 2022
4.8% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
6,055,490 shares short
-90,429 shares (-1.5%) vs Dec 15, 2022
4.4% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
6,145,919 shares short
+606,168 shares (+10.9%) vs Nov 30, 2022
4.5% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
5,539,751 shares short
-1,375,654 shares (-19.9%) vs Nov 15, 2022
4% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
6,915,405 shares short
-159,479 shares (-2.3%) vs Oct 31, 2022
5% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
7,074,884 shares short
+90,238 shares (+1.3%) vs Oct 14, 2022
5.2% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
6,984,646 shares short
-642,028 shares (-8.4%) vs Sep 30, 2022
5.1% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
7,626,674 shares short
-199,928 shares (-2.6%) vs Sep 15, 2022
5.6% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
7,826,602 shares short
+79,213 shares (+1%) vs Aug 31, 2022
5.7% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
7,747,389 shares short
-837,427 shares (-9.8%) vs Aug 15, 2022
5.6% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
8,584,816 shares short
-438,765 shares (-4.9%) vs Jul 29, 2022
6.3% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
9,023,581 shares short
+575,435 shares (+6.8%) vs Jul 15, 2022
6.6% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
8,448,146 shares short
+408,957 shares (+5.1%) vs Jun 30, 2022
6.2% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
8,039,189 shares short
+39,714 shares (+0.5%) vs Jun 15, 2022
5.9% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
7,999,475 shares short
-238,296 shares (-2.9%) vs May 31, 2022
5.8% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
8,237,771 shares short
+1,539,843 shares (+23%) vs May 13, 2022
6% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
6,697,928 shares short
-767,356 shares (-10.3%) vs Apr 29, 2022
4.9% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
7,465,284 shares short
+252,786 shares (+3.5%) vs Mar 31, 2022
5.4% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
7,212,498 shares short
+41,590 shares (+0.6%) vs Mar 15, 2022
5.3% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
7,170,908 shares short
+794,784 shares (+12.5%) vs Feb 28, 2022
5.2% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
6,376,124 shares short
+269,194 shares (+4.4%) vs Feb 15, 2022
4.6% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
6,106,930 shares short
+231,068 shares (+3.9%) vs Jan 31, 2022
4.5% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
5,875,862 shares short
-95,256 shares (-1.6%) vs Jan 14, 2022
4.3% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
5,971,118 shares short
-658,879 shares (-9.9%) vs Dec 31, 2021
4.4% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
6,629,997 shares short
-2,493,385 shares (-27.3%) vs Dec 15, 2021
4.8% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
9,123,382 shares short
-518,781 shares (-5.4%) vs Nov 30, 2021
6.6% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
9,642,163 shares short
+2,413,677 shares (+33.4%) vs Nov 15, 2021
7% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
7,228,486 shares short
-513,834 shares (-6.6%) vs Oct 29, 2021
5.3% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
7,742,320 shares short
+281,804 shares (+3.8%) vs Oct 15, 2021
5.6% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
7,460,516 shares short
+663,999 shares (+9.8%) vs Sep 30, 2021
5.4% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
6,796,517 shares short
+115,915 shares (+1.7%) vs Sep 15, 2021
5% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
6,680,602 shares short
+395,300 shares (+6.3%) vs Aug 31, 2021
4.9% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
6,285,302 shares short
-637,463 shares (-9.2%) vs Aug 13, 2021
4.6% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
6,922,765 shares short
-190,258 shares (-2.7%) vs Jul 30, 2021
5% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
7,113,023 shares short
+221,482 shares (+3.2%) vs Jul 15, 2021
5.2% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
6,891,541 shares short
-944,961 shares (-12.1%) vs Jun 30, 2021
5% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
7,836,502 shares short
-2,594,069 shares (-24.9%) vs Jun 15, 2021
5.7% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
10,430,571 shares short
+710,814 shares (+7.3%) vs May 14, 2021
7.6% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
9,719,757 shares short
-69,171 shares (-0.7%) vs Apr 30, 2021
7.1% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
9,788,928 shares short
-195,720 shares (-2%) vs Apr 15, 2021
7.1% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
9,984,648 shares short
+408,831 shares (+4.3%) vs Mar 31, 2021
7.3% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
9,575,817 shares short
-1,053,686 shares (-9.9%) vs Mar 15, 2021
7% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
10,629,503 shares short
+1,247,462 shares (+13.3%) vs Feb 26, 2021
7.7% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
9,382,041 shares short
-1,396,026 shares (-13%) vs Jan 29, 2021
6.8% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
10,778,067 shares short
+770,042 shares (+7.7%) vs Jan 15, 2021
7.9% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
10,008,025 shares short
7.3% 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
Dividends and stock splits
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 2 splits
| Ex-date | Event | Recorded detail |
|---|---|---|
| Dec 9, 2005 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Nov 14, 2000 | 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.
Portfolio context
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Sign inMarket context
Smart money context
Holder IQ: MEDIUM
35 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 10, 2026
Smart-money 13F trend: accumulating (heavy)
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Sentiment: neutral
Last trade: buy 1 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
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.
How we got this
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.
Where the data comes from
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
Largest 13-F holders · Q2 2026
282 filers reported a long position in HOS for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
55.7%
of the 135.9M shares 13-F filers reported
Moves vs Q1 2026
9 added1 trimmed
Net shares held
+5%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $198.7M · 22.7M shares | 22.7M | +2.6% |
| 2 | Dimensional Fund Advisors LP | $79.5M · 9.1M shares | 9.1M | +1.5% |
| 3 | State Street Corp | $62.7M · 7.2M shares | 7.2M | +6.9% |
| 4 | Invesco Ltd. | $61.5M · 7M shares | 7M | +5.6% |
| 5 | Vanguard Portfolio Management LLC | $56.1M · 6.4M shares | 6.4M | +2.9% |
| 6 | Vanguard Capital Management LLC | $54M · 6.2M shares | 6.2M | +2.2% |
| 7 | American Century Companies Inc | $47.6M · 5.4M shares | 5.4M | +4.8% |
| 8 | Principal Financial Group Inc | $37.8M · 4.3M shares | 4.3M | -6% |
| 9 | Goldman Sachs Group Inc | $32M · 3.7M shares | 3.7M | +75.5% |
| 10 | Geode Capital Management, LLC | $31.1M · 3.6M shares | 3.6M | +5.9% |
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 in5% holder filings (13D / 13G)
Holders of more than 5% of HOS 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 |
|---|---|---|
| Oct 27, 2026 | BlackRock, Inc.13G · passive · amended | 11.5% |
| Sep 9, 2026 | Asof Hos GP, LLC13D · activist | 23.7% |
| Sep 9, 2026 | Merced Capital LP13G · passive | 5.3% |
| Sep 9, 2026 | Whitebox Advisors LLC13G · passive | 15% |
| Mar 27, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of HOS’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.
Return split unavailable. A unique ordinary-share USD model listing is unavailable.
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.
Dated model observations (0)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:21:26.913Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|
How this split is calculated
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.
What insiders reported owning
Reading dated filing evidence…
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