Smart Money · Holder IQ
Below median holder quality (percentile 39 this quarter).
Reading stored signals…
Financial Services • Capital Markets
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 · 1 qualifying series. Each starts at 100 on its own fiscal dates.
· 100 indexed · 9.4 per share
· 103.3 indexed · 9.8 per share
· 106.6 indexed · 10.1 per share
· 105.7 indexed · 10 per share
· 110.5 indexed · 10.4 per share
· 117.3 indexed · 11.1 per share
· 112.6 indexed · 10.6 per share
· 110.2 indexed · 10.4 per share
· 113.9 indexed · 10.8 per share
· 125 indexed · 11.8 per share
· 125.7 indexed · 11.9 per share
· 128 indexed · 12.1 per share
· 131.1 indexed · 12.4 per share
· 132.4 indexed · 12.5 per share
· 136.8 indexed · 12.9 per share
· 127.2 indexed · 12 per share
· 143.3 indexed · 13.5 per share
· 154.6 indexed · 14.6 per share
· 170.4 indexed · 16.1 per share
· 174.8 indexed · 16.5 per share
· 189.5 indexed · 17.9 per share
· 201.3 indexed · 19 per share
· 209.3 indexed · 19.8 per share
· 210.1 indexed · 19.9 per share
· 218.2 indexed · 20.6 per share
· 228 indexed · 21.5 per share
· 237.5 indexed · 22.4 per share
· 236.4 indexed · 22.3 per share
· 242.6 indexed · 22.9 per share
· 240.6 indexed · 22.7 per share
· 246.8 indexed · 23.3 per share
· 254.9 indexed · 24.1 per share
· 269.6 indexed · 25.5 per share
· 287 indexed · 27.1 per share
· 301.7 indexed · 28.5 per share
· 291.6 indexed · 27.5 per share
· 296.9 indexed · 28.1 per share
· 316.3 indexed · 29.9 per share
· 341.4 indexed · 32.2 per share
· 347.2 indexed · 32.8 per share
· 358.5 indexed · 33.9 per share
MKTX · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:3da3f39309dd386c689be37a04c109af3a0c5a7f399a11f14b46e1fcc038c67e
Basis: tangible common book. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Composite percentile: 79.8% among 100 admitted 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): 0000950170-22-001451; 0000950170-22-007562; 0000950170-22-014500. The links show up to three of the input filings.
Method notes: 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. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. Share values were adjusted for stock splits. Some quarters use weighted-average shares.
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
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 21 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0.000001; highest GREEN: 0.
Adam T. Berlew · SEC CIK 0001785308
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c8951ad8d39ff8b62e5892ab39b389b1388ca54b8e015abf196262c8217736a0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Maryam S. Brown · SEC CIK 0001764370
Read the Form 4 filed Jul 27, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 67354dab2f5722704b6bcb602f4128e838c751b612a8045a8a4dce087e08be07
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Michael W. Brown · SEC CIK 0001205542
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d50f9341939e0725da39a2cdb45c3d7d204128960f22de62c5fc31ad8bb774c8
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Lisa Landau Carnoy · SEC CIK 0001975284
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: e69c630c13a521f74e06501bf63b9abb56064a5e8dac3d1b1729aab29a92804a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Mark P. Fisher · SEC CIK 0001345807
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 8b217f606e3c418d5c0eb0953922a3cd1a59585d126c4a38e6d12dd27367b9e0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Robert Edward Grady · SEC CIK 0001404525
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 03415c7a95aaff1d689074d90bffceaf102710960e0d0df29c99a415c40129ad
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
James P. Kavanaugh · SEC CIK 0001940969
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 2a8422038e6c7b39895a817c3596edf8edae0885c47a9329242bd01338be61e4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ronald J. Kruszewski · SEC CIK 0001203674
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.020001; GREEN 0 to 0.02; net -0.040001 to 0.039999.
Score identity: 0bee3bddeb3083d1a3a069f46b43af5d9a39006d09958b037675ee26b094c23e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
James M. Marischen · SEC CIK 0001638499
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a25b686d81a80c3e341c396212dfc43b761af22e84016fe5f8547a78b5aaea6e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Maura A. Markus · SEC CIK 0001571545
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 3225295df75d69a1d89981ff49d13467d63ed436a3b4b491d8ee7b6c3655daa9
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Thomas B. Michaud · SEC CIK 0001380492
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7f6c03cb5c2535b263ddb3d2c980e1c414720e82346801445cee9e743019044e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Victor Nesi · SEC CIK 0001470453
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c6d7040b4dc73a92c899284c8fc97931805e1933beb25a58af69a07240508f85
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David A. Peacock · SEC CIK 0001382184
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 2aa6aa97b9d807245143a948205e283c884b99b70f31e8186b2e9ec4f6b0ea8e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Christopher K. Reichert · SEC CIK 0001203004
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 802133d43ca2354417ed33f88019e250de42e168c2c94e39c65f0cceb8df13a1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David D. Sliney · SEC CIK 0001203692
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: bd9519aa0a43e686e011fde2ca5bc7a18122dfaf13a48eda8c0863501b0abc14
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Thomas W. Weisel · SEC CIK 0001207218
Read the Form 4 filed Feb 20, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: da287377814d463e3be78b401ef8db924309c5179730fda0c42af381fd7cd692
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
James M. Zemlyak · SEC CIK 0001203675
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 3c9bc1e58653e8bf4bd1b86c451fde830651c5b4df89a7acbcd98fed846bc093
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Michael J. Zimmerman · SEC CIK 0001239734
Read the Form 4 filed Jun 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d963c3931ee140327ae62f1ba987eed22c5f6faf380cd30dd48800e821f4c65f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Brantley McDuffie · SEC CIK 0002073622
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 0a4e18d9f342a977420fe6adffc0cc81078946a8300e9a74ae9b7d01f7b46b92
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Charles Bradford Raymond · SEC CIK 0002073787
Read the Form 4 filed Mar 11, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 0e41fbdddbf7b7f9704200b201f5f1b6bd1bdab6baee2a22863c47d199c86f97
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David Rubulotta · SEC CIK 0002076376
Read the Form 4 filed Mar 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: bd5f98b6b54f9603307162eb165a0bfdf50f713ffe66d69e18981a8d9e4b5cc2
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other.
The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.
Company profile stored Nov 8, 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 | Net income |
|---|---|---|---|
| Sep 2026filed Nov 4, 2026 | $1.6B | +1.0% | $234.1M |
| Jun 2026filed Aug 5, 2026 | $1.6B | +11.2% | $226.5M |
| Mar 2026filed May 4, 2026 | $1.7B | +14.7% | $251.4M |
| Dec 2025filed Feb 24, 2026 | $1.8B | +11.2% | $264.4M |
| Sep 2025filed Nov 5, 2025 | $1.6B | +10.9% | $211.4M |
| Jun 2025filed Aug 6, 2025 | $1.5B | +1.6% | $155.1M |
| Mar 2025filed May 7, 2025 | $1.5B | +3.6% | $53.0M |
| Dec 2024filed Feb 26, 2025 | $1.6B | +14.7% | $244.0M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 24, 2026 | $6.3B | +6.9% | $683.8M |
| Dec 2024filed Feb 26, 2025 | $5.9B | +15.4% | $731.4M |
| Dec 2023filed Feb 16, 2024 | $5.1B | +12.5% | $522.5M |
| Dec 2022filed Feb 17, 2023 | $4.5B | -4.0% | $662.2M |
| Dec 2021filed Feb 18, 2022 | $4.7B | +25.6% | $824.9M |
| Dec 2020filed Feb 19, 2021 | $3.8B | +8.4% | $503.5M |
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
4,934,517 shares short
+630,231 shares (+14.6%) vs Oct 15, 2026
3.4% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
4,304,286 shares short
+42,308 shares (+1%) vs Sep 30, 2026
3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
4,261,978 shares short
-440,565 shares (-9.4%) vs Sep 15, 2026
2.9% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
4,702,543 shares short
+323,630 shares (+7.4%) vs Aug 31, 2026
3.4% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
4,378,913 shares short
+85,363 shares (+2%) vs Aug 14, 2026
3.1% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
4,293,550 shares short
-361,117 shares (-7.8%) vs Jul 31, 2026
3.1% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
4,654,667 shares short
-227,414 shares (-4.7%) vs Jul 15, 2026
3.3% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
4,882,081 shares short
+575,945 shares (+13.4%) vs Jun 30, 2026
3.5% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
4,306,136 shares short
+237,717 shares (+5.8%) vs Jun 15, 2026
3.1% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
4,068,419 shares short
+189,481 shares (+4.9%) vs May 29, 2026
2.9% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
3,878,938 shares short
+759,445 shares (+24.3%) vs May 15, 2026
2.8% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
3,119,493 shares short
-1,601,454 shares (-33.9%) vs Apr 30, 2026
2.2% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
4,720,947 shares short
+580,770 shares (+14%) vs Apr 15, 2026
3.4% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
4,140,177 shares short
-126,095 shares (-3%) vs Mar 31, 2026
3% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
4,266,272 shares short
+224,774 shares (+5.6%) vs Mar 13, 2026
3.1% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
4,041,498 shares short
-829,188 shares (-17%) vs Feb 27, 2026
2.9% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
4,870,686 shares short
3.5% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
3,114,627 shares short
+840,434 shares (+37%) vs Jan 30, 2026
2.2% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
2,274,193 shares short
+314,287 shares (+16%) vs Jan 15, 2026
1.6% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
1,959,906 shares short
-543,455 shares (-21.7%) vs Dec 31, 2025
1.4% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
2,503,361 shares short
+355,313 shares (+16.5%) vs Dec 15, 2025
1.8% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
2,148,048 shares short
-183,061 shares (-7.9%) vs Nov 28, 2025
1.5% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
2,331,109 shares short
-234,091 shares (-9.1%) vs Nov 14, 2025
1.7% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
2,565,200 shares short
-388,111 shares (-13.1%) vs Oct 31, 2025
1.8% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
2,953,311 shares short
-121,074 shares (-3.9%) vs Oct 15, 2025
2.1% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
3,074,385 shares short
+14,540 shares (+0.5%) vs Sep 30, 2025
2.2% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
3,059,845 shares short
-84,320 shares (-2.7%) vs Sep 15, 2025
2.2% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
3,144,165 shares short
-83,722 shares (-2.6%) vs Aug 29, 2025
2.3% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
3,227,887 shares short
+272,881 shares (+9.2%) vs Aug 15, 2025
2.3% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
2,955,006 shares short
+1,082,289 shares (+57.8%) vs Jul 31, 2025
2.1% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
1,872,717 shares short
-315,052 shares (-14.4%) vs Jul 15, 2025
1.3% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
2,187,769 shares short
-267,363 shares (-10.9%) vs Jun 30, 2025
1.6% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
2,455,132 shares short
-15,448 shares (-0.6%) vs Jun 13, 2025
1.8% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
2,470,580 shares short
+196,485 shares (+8.6%) vs May 30, 2025
1.8% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
2,274,095 shares short
-413,620 shares (-15.4%) vs May 15, 2025
1.6% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
2,687,715 shares short
-134,827 shares (-4.8%) vs Apr 30, 2025
1.9% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
2,822,542 shares short
+163,113 shares (+6.1%) vs Apr 15, 2025
2% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
2,659,429 shares short
+357,958 shares (+15.6%) vs Mar 31, 2025
1.9% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
2,301,471 shares short
+389,996 shares (+20.4%) vs Mar 14, 2025
1.6% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
1,911,475 shares short
+621,994 shares (+48.2%) vs Feb 28, 2025
1.4% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
1,289,481 shares short
+35,698 shares (+2.8%) vs Feb 14, 2025
0.9% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
1,253,783 shares short
+44,428 shares (+3.7%) vs Jan 31, 2025
0.9% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
1,209,355 shares short
-4,988 shares (-0.4%) vs Jan 15, 2025
0.9% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
1,214,343 shares short
+74,917 shares (+6.6%) vs Dec 31, 2024
0.9% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
1,139,426 shares short
+180,414 shares (+18.8%) vs Dec 13, 2024
0.8% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
959,012 shares short
-370,560 shares (-27.9%) vs Nov 29, 2024
0.7% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
1,329,572 shares short
+57,036 shares (+4.5%) vs Nov 15, 2024
1% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
1,272,536 shares short
-39,508 shares (-3%) vs Oct 31, 2024
0.9% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
1,312,044 shares short
-672,306 shares (-33.9%) vs Oct 15, 2024
0.9% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
1,984,350 shares short
-140,051 shares (-6.6%) vs Sep 30, 2024
1.4% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
2,124,401 shares short
+133,099 shares (+6.7%) vs Sep 13, 2024
1.5% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
1,991,302 shares short
-165,669 shares (-7.7%) vs Aug 30, 2024
1.4% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
2,156,971 shares short
+219,273 shares (+11.3%) vs Aug 15, 2024
1.5% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
1,937,698 shares short
+191,331 shares (+11%) vs Jul 31, 2024
1.4% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
1,746,367 shares short
-40,685 shares (-2.3%) vs Jul 15, 2024
1.3% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
1,787,052 shares short
+266,273 shares (+17.5%) vs Jun 28, 2024
1.3% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
1,520,779 shares short
+44,635 shares (+3%) vs Jun 14, 2024
1.1% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
1,476,144 shares short
-35,907 shares (-2.4%) vs May 31, 2024
1.1% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
1,512,051 shares short
-566,854 shares (-27.3%) vs May 15, 2024
1.1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
2,078,905 shares short
+344,709 shares (+19.9%) vs Apr 30, 2024
1.5% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
1,734,196 shares short
+449,280 shares (+35%) vs Apr 15, 2024
1.2% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
1,284,916 shares short
+84,771 shares (+7.1%) vs Mar 28, 2024
0.9% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
1,200,145 shares short
-157,083 shares (-11.6%) vs Mar 15, 2024
0.9% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
1,357,228 shares short
-237,731 shares (-14.9%) vs Feb 29, 2024
1% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
1,594,959 shares short
+43,274 shares (+2.8%) vs Feb 15, 2024
1.1% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
1,551,685 shares short
+214,727 shares (+16.1%) vs Jan 31, 2024
1.1% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
1,336,958 shares short
-147,743 shares (-10%) vs Jan 12, 2024
1% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
1,484,701 shares short
+24,736 shares (+1.7%) vs Dec 29, 2023
1.1% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
1,459,965 shares short
-448,092 shares (-23.5%) vs Dec 15, 2023
1% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
1,908,057 shares short
-75,750 shares (-3.8%) vs Nov 30, 2023
1.4% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
1,983,807 shares short
+172,004 shares (+9.5%) vs Nov 15, 2023
1.4% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
1,811,803 shares short
-178,272 shares (-9%) vs Oct 31, 2023
1.3% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
1,990,075 shares short
+389,439 shares (+24.3%) vs Oct 13, 2023
1.4% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
1,600,636 shares short
+49,877 shares (+3.2%) vs Sep 29, 2023
1.1% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
1,550,759 shares short
+134,637 shares (+9.5%) vs Sep 15, 2023
1.1% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
1,416,122 shares short
-111,483 shares (-7.3%) vs Aug 31, 2023
1% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
1,527,605 shares short
+583,341 shares (+61.8%) vs Aug 15, 2023
1.1% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
944,264 shares short
-37,567 shares (-3.8%) vs Jul 31, 2023
0.7% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
981,831 shares short
+62,121 shares (+6.8%) vs Jul 14, 2023
0.7% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
919,710 shares short
+86,676 shares (+10.4%) vs Jun 30, 2023
0.7% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
833,034 shares short
+2,638 shares (+0.3%) vs Jun 15, 2023
0.6% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
830,396 shares short
-240,617 shares (-22.5%) vs May 31, 2023
0.6% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
1,071,013 shares short
+110,770 shares (+11.5%) vs May 15, 2023
0.8% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
960,243 shares short
-40,183 shares (-4%) vs Apr 28, 2023
0.7% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
1,000,426 shares short
-243,046 shares (-19.5%) vs Apr 14, 2023
0.7% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
1,243,472 shares short
-318,495 shares (-20.4%) vs Mar 31, 2023
0.9% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
1,561,967 shares short
+160,425 shares (+11.4%) vs Mar 15, 2023
1.1% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
1,401,542 shares short
-42,507 shares (-2.9%) vs Feb 28, 2023
1% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
1,444,049 shares short
+132,213 shares (+10.1%) vs Feb 15, 2023
1% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
1,311,836 shares short
+316,613 shares (+31.8%) vs Jan 31, 2023
0.9% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
995,223 shares short
+75,153 shares (+8.2%) vs Jan 13, 2023
0.7% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
920,070 shares short
-176,006 shares (-16.1%) vs Dec 30, 2022
0.7% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
1,096,076 shares short
-190,822 shares (-14.8%) vs Dec 15, 2022
0.8% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
1,286,898 shares short
-227,814 shares (-15%) vs Nov 30, 2022
0.9% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
1,514,712 shares short
+252,837 shares (+20%) vs Nov 15, 2022
1.1% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
1,261,875 shares short
-315,867 shares (-20%) vs Oct 31, 2022
0.9% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
1,577,742 shares short
+37,592 shares (+2.4%) vs Oct 14, 2022
1.1% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
1,540,150 shares short
-13,679 shares (-0.9%) vs Sep 30, 2022
1.1% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
1,553,829 shares short
-135,413 shares (-8%) vs Sep 15, 2022
1.1% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
1,689,242 shares short
-255,747 shares (-13.1%) vs Aug 31, 2022
1.2% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
1,944,989 shares short
+611,740 shares (+45.9%) vs Aug 15, 2022
1.4% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
1,333,249 shares short
-152,989 shares (-10.3%) vs Jul 29, 2022
1% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
1,486,238 shares short
-207,994 shares (-12.3%) vs Jul 15, 2022
1.1% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
1,694,232 shares short
-69,899 shares (-4%) vs Jun 30, 2022
1.2% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
1,764,131 shares short
-360,328 shares (-17%) vs Jun 15, 2022
1.3% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
2,124,459 shares short
-180,167 shares (-7.8%) vs May 31, 2022
1.5% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
2,304,626 shares short
+131,826 shares (+6.1%) vs May 13, 2022
1.7% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
2,172,800 shares short
+1,048,427 shares (+93.2%) vs Apr 29, 2022
1.6% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
1,124,373 shares short
-80,383 shares (-6.7%) vs Mar 31, 2022
0.8% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
1,204,756 shares short
-114,693 shares (-8.7%) vs Mar 15, 2022
0.9% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
1,319,449 shares short
-363,427 shares (-21.6%) vs Feb 28, 2022
0.9% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
1,682,876 shares short
+439,357 shares (+35.3%) vs Feb 15, 2022
1.2% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
1,243,519 shares short
+285,353 shares (+29.8%) vs Jan 31, 2022
0.9% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
958,166 shares short
+42,536 shares (+4.6%) vs Jan 14, 2022
0.7% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
915,630 shares short
+110,686 shares (+13.8%) vs Dec 31, 2021
0.7% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
804,944 shares short
-92,806 shares (-10.3%) vs Dec 15, 2021
0.6% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
897,750 shares short
-846,897 shares (-48.5%) vs Nov 30, 2021
0.6% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
1,744,647 shares short
+601,347 shares (+52.6%) vs Nov 15, 2021
1.2% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
1,143,300 shares short
-249,669 shares (-17.9%) vs Oct 29, 2021
0.8% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
1,392,969 shares short
-253,953 shares (-15.4%) vs Oct 15, 2021
1% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
1,646,922 shares short
-91,551 shares (-5.3%) vs Sep 30, 2021
1.2% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
1,738,473 shares short
-20,975 shares (-1.2%) vs Sep 15, 2021
1.2% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
1,759,448 shares short
-397,279 shares (-18.4%) vs Aug 31, 2021
1.3% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
2,156,727 shares short
+370,570 shares (+20.7%) vs Aug 13, 2021
1.5% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
1,786,157 shares short
+2,003 shares (+0.1%) vs Jul 30, 2021
1.3% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
1,784,154 shares short
+197,403 shares (+12.4%) vs Jul 15, 2021
1.3% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
1,586,751 shares short
+37,534 shares (+2.4%) vs Jun 30, 2021
1.1% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
1,549,217 shares short
-1,358,742 shares (-46.7%) vs Jun 15, 2021
1.1% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
2,907,959 shares short
+370,470 shares (+14.6%) vs May 14, 2021
2.1% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
2,537,489 shares short
+515,977 shares (+25.5%) vs Apr 30, 2021
1.8% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
2,021,512 shares short
+140,849 shares (+7.5%) vs Apr 15, 2021
1.4% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
1,880,663 shares short
+6,079 shares (+0.3%) vs Mar 31, 2021
1.3% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
1,874,584 shares short
+51,939 shares (+2.8%) vs Mar 15, 2021
1.3% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
1,822,645 shares short
-151,019 shares (-7.7%) vs Feb 26, 2021
1.3% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
1,973,664 shares short
+82,973 shares (+4.4%) vs Jan 29, 2021
1.4% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
1,890,691 shares short
-1,069,998 shares (-36.1%) vs Jan 15, 2021
1.4% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
2,960,689 shares short
2.1% 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 13, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Dec 1, 2026 | Cash dividend | USD 0.34 per shareRecorded pay date: Dec 15, 2026 (pending)Declared · future ex-date |
| Sep 1, 2026 | Cash dividend | USD 0.34 per shareRecorded pay date: Sep 15, 2026 (past date) |
| Jun 1, 2026 | Cash dividend | USD 0.34 per shareRecorded pay date: Jun 15, 2026 (past date) |
| Mar 2, 2026 | Cash dividend | USD 0.34 per shareRecorded pay date: Mar 16, 2026 (past date) |
| Feb 27, 2026 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Dec 1, 2025 | Cash dividend | USD 0.46 per shareRecorded pay date: Dec 15, 2025 (past date) |
| Sep 2, 2025 | Cash dividend | USD 0.46 per shareRecorded pay date: Sep 16, 2025 (past date) |
| Jun 2, 2025 | Cash dividend | USD 0.46 per shareRecorded pay date: Jun 16, 2025 (past date) |
| Mar 3, 2025 | Cash dividend | USD 0.46 per shareRecorded pay date: Mar 17, 2025 (past date) |
| Dec 2, 2024 | Cash dividend | USD 0.42 per shareRecorded pay date: Dec 16, 2024 (past date) |
| Sep 3, 2024 | Cash dividend | USD 0.42 per shareRecorded pay date: Sep 17, 2024 (past date) |
| Jun 3, 2024 | Cash dividend | USD 0.42 per shareRecorded pay date: Jun 17, 2024 (past date) |
| Feb 29, 2024 | Cash dividend | USD 0.42 per shareRecorded pay date: Mar 15, 2024 (past date) |
| Nov 30, 2023 | Cash dividend | USD 0.36 per shareRecorded pay date: Dec 15, 2023 (past date) |
| Aug 31, 2023 | Cash dividend | USD 0.36 per shareRecorded pay date: Sep 15, 2023 (past date) |
| May 31, 2023 | Cash dividend | USD 0.36 per shareRecorded pay date: Jun 15, 2023 (past date) |
| Feb 28, 2023 | Cash dividend | USD 0.36 per shareRecorded pay date: Mar 15, 2023 (past date) |
| Nov 30, 2022 | Cash dividend | USD 0.3 per shareRecorded pay date: Dec 15, 2022 (past date) |
| Aug 31, 2022 | Cash dividend | USD 0.3 per shareRecorded pay date: Sep 15, 2022 (past date) |
| May 31, 2022 | Cash dividend | USD 0.3 per shareRecorded pay date: Jun 15, 2022 (past date) |
| Feb 28, 2022 | Cash dividend | USD 0.3 per shareRecorded pay date: Mar 15, 2022 (past date) |
| Nov 30, 2021 | Cash dividend | USD 0.15 per shareRecorded pay date: Dec 15, 2021 (past date) |
| Aug 31, 2021 | Cash dividend | USD 0.15 per shareRecorded pay date: Sep 15, 2021 (past date) |
| May 28, 2021 | Cash dividend | USD 0.15 per shareRecorded pay date: Jun 15, 2021 (past date) |
| Feb 26, 2021 | Cash dividend | USD 0.15 per shareRecorded pay date: Mar 15, 2021 (past date) |
| Dec 17, 2020 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Nov 30, 2020 | Cash dividend | USD 0.17 per shareRecorded pay date: Dec 15, 2020 (past date) |
| Aug 31, 2020 | Cash dividend | USD 0.17 per shareRecorded pay date: Sep 15, 2020 (past date) |
| May 29, 2020 | Cash dividend | USD 0.17 per shareRecorded pay date: Jun 15, 2020 (past date) |
| Feb 28, 2020 | Cash dividend | USD 0.17 per shareRecorded pay date: Mar 16, 2020 (past date) |
| Nov 29, 2019 | Cash dividend | USD 0.15 per shareRecorded pay date: Dec 16, 2019 (past date) |
| Aug 30, 2019 | Cash dividend | USD 0.15 per shareRecorded pay date: Sep 16, 2019 (past date) |
| May 31, 2019 | Cash dividend | USD 0.15 per shareRecorded pay date: Jun 17, 2019 (past date) |
| Feb 28, 2019 | Cash dividend | USD 0.15 per shareRecorded pay date: Mar 15, 2019 (past date) |
| Nov 30, 2018 | Cash dividend | USD 0.12 per shareRecorded pay date: Dec 17, 2018 (past date) |
| Aug 31, 2018 | Cash dividend | USD 0.12 per shareRecorded pay date: Sep 17, 2018 (past date) |
| May 31, 2018 | Cash dividend | USD 0.12 per shareRecorded pay date: Jun 15, 2018 (past date) |
| Feb 28, 2018 | Cash dividend | USD 0.12 per shareRecorded pay date: Mar 15, 2018 (past date) |
| Nov 30, 2017 | Cash dividend | USD 0.1 per shareRecorded pay date: Dec 15, 2017 (past date) |
| Aug 30, 2017 | Cash dividend | USD 0.1 per shareRecorded pay date: Sep 15, 2017 (past date) |
| Apr 6, 2011 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Jun 13, 2008 | Forward split | 3 for 2Each 2 pre-split shares become 3 post-split shares. |
| Sep 16, 2004 | Forward split | 4 for 3Each 3 pre-split shares become 4 post-split shares. |
| Feb 9, 1999 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Feb 10, 1998 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Jan 31, 1997 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Feb 2, 1996 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Feb 6, 1995 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Oct 8, 1993 | Forward split | 21 for 20Each 20 pre-split shares become 21 post-split shares. |
| Oct 6, 1992 | Forward split | 21 for 20Each 20 pre-split shares become 21 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.
Link an account to see your stake, watchlist and past holdings.
We’ll show you if SF is in your portfolio and how much it contributes.
Sign in57 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoveryRed flags: 1
599 filers reported a long position in SF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
45.5%
of the 138.1M shares 13-F filers reported
Moves vs Q1 2026
8 added2 trimmed
Net shares held
-1.6%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1B · 14.8M shares | 14.8M | +2% |
| 2 | FMR LLC | $595.5M · 8.5M shares | 8.5M | +4.9% |
| 3 | Vanguard Portfolio Management LLC | $499.8M · 7.2M shares | 7.2M | +0.6% |
| 4 | Vanguard Capital Management LLC | $464.6M · 6.7M shares | 6.7M | +0.2% |
| 5 | AQR Capital Management LLC | $418.7M · 6M shares | 6M | -29.1% |
| 6 | State Street Corp | $340.2M · 4.9M shares | 4.9M | +4.8% |
| 7 | Boston Partners | $307.3M · 4.4M shares | 4.4M | +3.9% |
| 8 | Stifel Financial Corp | $271.2M · 3.9M shares | 3.9M | +3% |
| 9 | Earnest Partners LLC | $251.8M · 3.6M shares | 3.6M | -2.2% |
| 10 | Dimensional Fund Advisors LP | $202.5M · 2.9M shares | 2.9M | +10.9% |
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 SF 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 | AQR Capital Management LLC13G · passive · amended | 3.91%under 5% |
| Apr 30, 2026 | Vanguard Capital Management LLC13G · passive | 5.04% |
| Mar 27, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
How much of SF’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 complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
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 2026-11-13T15:19:43.216Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
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| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
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| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable |
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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1Y price return -13.3%
Prices adjusted for splits; dividends excluded.
Nov 12, 2025–Nov 12, 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 39 this quarter).
No scoring rule fired. Last 180 days of filings: 0 purchases, 2 sales, 26 other records.
Late Form 4 filing
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.
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
5,729 shares in the latest stored filing
Filed · report period Jul 23, 2026 · Form 4. Source: SEC filing 0001193125-26-318164. Quantities are reported units, not currency or market value.
SEC identifiers: name as filed Brown Maryam S. · reporting-owner CIK 0001764370 · issuer CIK 0000720672
Source: stored SEC Forms 3/4/5 ownership records filed Jun 11, 2026 to Jul 27, 2026; read Nov 13, 2026, 3:19 PM UTC. Exact quantities and each accession are below. A single dot is one observation, not a trend.
· 5,729 shares in stored record · Direct
Report period Jul 23, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001193125-26-318164
· 10,429 shares in stored record · Direct
Report period Jun 9, 2026 · Form 4 · standalone holding line. SEC 0001193125-26-267684
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 13, 2026; read Nov 13, 2026, 3:19 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 22 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.