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Held by 194 of 2,417 reporting institutions (95th percentile) — extremely crowded.
Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 18 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DASH | $77.6B | 84.0× | 49.8× | 5.7× | 27.9% | — | 6.8% | 9.3% | 9.3% | -3.0× | 277 |
| EBAY | $53.9B | 27.9× | 19.6× | 4.9× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | -0.4× | 360 |
| PYPL | $47.3B | 10.5× | 7.0× | 1.4× | 4.3% | — | 15.8% | 25.8% | 17.3% | 0.3× | 408 |
| SE | $46.9B | 30.4× | 18.1× | 2.0× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | -1.8× | 160 |
| MSCI | $45.0B | 39.4× | 29.2× | 14.3× | 9.7% | — | 38.4% | -45.3% | 33.9% | 3.3× | 260 |
| CPAY | $26.1B | 26.5× | 17.4× | 5.8× | 13.9% | — | 23.6% | 27.5% | 6.2% | 5.2× | 206 |
| FISV | $25.8B | 7.7× | 4.0× | 1.2× | 3.6% | — | 16.4% | 13.5% | 12.9% | 0.1× | 303 |
| TCOM | $24.3B | — | 9.8× | 2.7× | 22.2% | 80.6% | 53.4% | 19.5% | 16.5% | -0.6× | — |
| GPN | $22.7B | 14.8× | 12.0× | 2.9× | -0.4% | 72.6% | 18.2% | 6.1% | 3.2% | 4.4× | 230 |
| BR | $20.1B | 18.6× | — | 2.7× | 8.5% | 31.8% | 15.0% | 39.6% | 18.4% | — | 296 |
| FIS | $19.2B | 51.1× | 8.4× | 1.8× | 5.4% | 36.9% | 3.6% | 2.7% | 1.5% | 3.1× | 205 |
| RBA | $16.4B | 43.3× | 15.2× | 3.6× | 7.2% | — | 9.3% | 7.7% | 5.4% | 1.6× | 121 |
| ALLE | $15.9B | 25.1× | 17.7× | 3.9× | 7.8% | 45.2% | 15.8% | 31.1% | 15.9% | 1.6× | 194 |
| FICO | $15.3B | 26.7× | 19.4× | 7.7× | 15.9% | 82.2% | 32.7% | -37.3% | 49.8% | 3.1× | 157 |
| AKAM | $14.3B | 32.4× | 10.5× | 3.4× | 5.4% | 58.9% | 10.7% | 9.1% | 9.1% | -0.7× | 180 |
| DIDIY | $13.8B | — | — | 0.5× | 32.7% | 15.3% | 0.3% | 0.5% | 0.5% | — | — |
| CART | $13.6B | 35.7× | 21.9× | 3.6× | 10.8% | 73.7% | 11.9% | 17.8% | 17.8% | -1.1× | 106 |
| CSGP | $11.4B | — | 56.4× | 3.5× | 18.7% | 78.9% | 0.2% | 0.1% | 0.1% | -3.4× | 150 |
| HQY | $8.4B | 41.2× | 18.9× | 6.4× | 9.5% | 69.5% | 16.4% | 10.2% | 7.0% | 1.3× | 120 |
Peers = companies sharing ALLE's sector (Services-Detective, Guard & Armored Car Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 3 positive fiscal years (FY2023, FY2024, FY2025). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $187.06 today, the market must believe free cash flow compounds 8.0%/yr for a decade (off $595.0M on the 3-yr avg basis).
On the basis ($566.9M) the requirement is 8.6%/yr. Shares issued to employees are added back in operating cash flow, so this basis treats them as free.
The market's 8.0% is in line with its 9-yr track record.
Default is 7.9% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.09B shares (market data) · net debt $1.62B
mean 9.4% · volatility σ 17% · implied rate exceeded in 4/9 yrs
Central path = implied 8.0%/yr growth; shaded band = ±1σ (17%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 26% of free cash flow, leaving room to grow it and fund buybacks. Last year: $175.3M dividends + $80.0M buybacks = $255.3M returned on $685.7M FCF.
9 consecutive years of dividend increases · 17%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 16%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $356.2M covers the $200K due within a year 1781.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~5.1% on $1.98B of debt.
Cash of $356.2M fully covers short-term debt of $200K.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-10-29
How a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.07B 100.0% | $3.77B 100.0% | $3.65B 100.0% | $3.27B 100.0% | $2.87B 100.0% | $2.72B 100.0% | $2.85B 100.0% | $2.73B 100.0% | $2.41B 100.0% | $2.24B 100.0% |
| Cost of Revenue | $2.23B 54.8% | $2.10B 55.8% | $2.07B 56.7% | $1.95B 59.6% | $1.66B 58.0% | $1.54B 56.7% | $1.60B 56.1% | $1.56B 57.0% | $1.34B 55.4% | $1.25B 55.8% |
| Research & Development | $132.0M 3.2% | $112.7M 3.0% | $101.9M 2.8% | $74.5M 2.3% | $73.3M 2.6% | $54.4M 2.0% | $54.7M 1.9% | $54.4M 2.0% | $48.3M 2.0% | $47.3M 2.1% |
| Selling, General & Admin | $978.8M 24.1% | $887.8M 23.5% | $865.6M 23.7% | $736.0M 22.5% | $674.7M 23.5% | $635.7M 23.4% | $681.3M 23.9% | $647.5M 23.7% | $580.4M 24.1% | $555.4M 24.8% |
| Operating Income | $859.5M 21.1% | $780.7M 20.7% | $708.4M 19.4% | $586.4M 17.9% | $530.2M 18.5% | $403.5M 14.8% | $565.1M 19.8% | $525.8M 19.2% | $492.5M 20.5% | $434.3M 19.4% |
| Interest Expense | $101.0M 2.5% | $102.0M 2.7% | $93.1M 2.6% | $75.9M 2.3% | $50.2M 1.8% | $51.1M 1.9% | $56.0M 2.0% | $54.0M 2.0% | $105.7M 4.4% | $64.3M 2.9% |
| Interest & Investment Income | $12.0M 0.3% | $20.5M 0.5% | $6.8M 0.2% | $1.3M 0.0% | $400K 0.0% | $900K 0.0% | $1.8M 0.1% | $800K 0.0% | $1.2M 0.0% | $1.9M 0.1% |
| Other Income (Expense), net | $9.9M 0.2% | $20.1M 0.5% | $1.9M 0.1% | $11.6M 0.4% | $44.0M 1.5% | $13.0M 0.5% | -$3.8M -0.1% | $3.4M 0.1% | $8.9M 0.4% | $9.4M 0.4% |
| Pretax Income | $768.4M 18.9% | $698.8M 18.5% | $617.2M 16.9% | $514.5M 15.7% | $524.0M 18.3% | $365.4M 13.4% | $475.2M 16.7% | $475.2M 17.4% | $395.7M 16.4% | $295.0M 13.2% |
| Income Tax Expense | $124.6M 3.1% | $101.3M 2.7% | $76.6M 2.1% | $56.2M 1.7% | $40.7M 1.4% | $50.9M 1.9% | $73.1M 2.6% | $39.8M 1.5% | $119.0M 4.9% | $63.8M 2.9% |
| Net Income | $643.8M 15.8% | $597.5M 15.8% | $540.6M 14.8% | $458.3M 14.0% | $483.3M 16.9% | $314.3M 11.6% | $401.8M 14.1% | $434.9M 15.9% | $273.3M 11.3% | $229.1M 10.2% |
| Per Share | ||||||||||
| EPS (Basic) | $7.48 | $6.85 | $6.15 | $5.20 | $5.37 | $3.41 | $4.29 | $4.58 | $2.87 | $2.39 |
| EPS (Diluted) | $7.44 | $6.82 | $6.12 | $5.19 | $5.34 | $3.39 | $4.26 | $4.54 | $2.85 | $2.36 |
| Weighted Avg Shares (Basic) | 86.1M | 87.2M | 87.9M | 88.0M | 89.9M | 92.3M | 93.6M | 95.0M | 95.1M | 95.8M |
| Weighted Avg Shares (Diluted) | 86.6M | 87.6M | 88.3M | 88.3M | 90.5M | 92.8M | 94.3M | 95.7M | 96.0M | 96.9M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
EOD close · as of 2026-10-29
Where each multiple sits in its own 13-yr range · 64th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 13-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROE 31% against ROIC 16% — 15% of the return on equity comes from leverage and buybacks rather than from the operating business.
Equity is the year-end figure. On average equity over the two year-ends, ROE is 36.1% — the two diverge when buybacks or issuance move equity during the year.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 57.0 | 56.1 | 56.7 | 58.0 | 59.6 | 56.7 | 55.8 | 54.8 |
| R&D | 2.0 | 1.9 | 2.0 | 2.6 | 2.3 | 2.8 | 3.0 | 3.2 |
| SG&A | 23.7 | 23.9 | 23.4 | 23.5 | 22.5 | 23.7 | 23.5 | 24.1 |
| Operating Income | 19.2 | 19.8 | 14.8 | 18.5 | 17.9 | 19.4 | 20.7 | 21.1 |
| Income Tax | 1.5 | 2.6 | 1.9 | 1.4 | 1.7 | 2.1 | 2.7 | 3.1 |
| Net Income | 15.9 | 14.1 | 11.6 | 16.9 | 14.0 | 14.8 | 15.8 | 15.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ALLE: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Earns 9.67pts above its cost of capital, positive in 5 of the last 5 years.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2019 | 24.6% | 7.9% (today's — no rate published for this year) | 16.7pts |
| FY2020 | 17.9% | 7.9% (today's — no rate published for this year) | 10.1pts |
| FY2021 | 23.3% | 6.9% | 16.4pts |
| FY2022 | 17.2% | 8.4% | 8.9pts |
| FY2023 | 19.6% | 8.6% | 11.0pts |
| FY2024 | 20.7% | 9.3% | 11.4pts |
| FY2025 | 18.7% | 7.6% | 11.1pts |
| Now | 15.9% | 7.9% | 8.0pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2016 | 44.2% | 19.4% | 10.2% |
| FY2017 | 44.6% | 20.5% | 11.3% |
| FY2018 | 43.0% | 19.2% | 15.9% |
| FY2019 | 43.9% | 19.8% | 14.1% |
| FY2020 | 43.3% | 14.8% | 11.6% |
| FY2021 | 42.0% | 18.5% | 16.8% |
| FY2022 | 40.4% | 17.9% | 14.0% |
| FY2023 | 43.3% | 19.4% | 14.8% |
| FY2024 | 44.2% | 20.7% | 15.8% |
| FY2025 | 45.2% | 21.1% | 15.8% |
Leverage and buybacks account for 15 points of the 31% return on equity in FY2025. The business earns 16% on the capital it employs; the rest is balance sheet.
ROE is on average equity; ROIC is NOPAT over average invested capital (debt plus equity less excess cash). The gap is not a single adjustment.
$1.9B of goodwill — 46% of invested capital. The gap is what was paid above the fair value of what was bought; it is real capital shareholders provided, so neither bar is the whole answer.
ROIC ex-goodwill is 32.39% against 17.53% reported — the return is earned on a capital base inflated by what was paid for acquisitions, not by the operating business alone.
Converts 0.96x of reported profit into free cash flow over 5 years, with accruals negative.
Capex has been below depreciation for 7 consecutive years (0.71x on average over the last 5). Spending less than the asset base is consuming flatters free cash flow now and defers the cost — though depreciation also covers amortisation of acquired intangibles, which capex is not meant to replace.
Covers interest 6.0x even after a 30% EBITDA decline.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 8.51x |
| 5% | 8.08x |
| 10% | 7.66x |
| 15% | 7.23x |
| 20% | 6.81x |
| 25% | 6.38x |
| 30% | 5.96x |
| 35% | 5.53x |
| 40% | 5.11x |
| 45% | 4.68x |
| 50% | 4.25x |
| 55% | 3.83x |
| 60% | 3.40x |
Ladder as of 2025-12-31 (10-K); cash from the 2025-12-31 balance sheet; FCF from FY2025.
Balance sheet at 2025-12-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
The maturity schedule is not part of this verdict — its filing anchor is often older than the balance sheet it sits beside, so a wall inside 24 months may not be visible here.
At $187.06, free cash flow must compound 8.13%/yr for 10 years. It has done 8.4%/yr over 6 years.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2020 | 4.9% | 8.1% |
| FY2021 | 0.0% | 8.1% |
| FY2022 | −10.8% | 8.1% |
| FY2023 | 30.6% | 8.1% |
| FY2024 | 12.9% | 8.1% |
| FY2025 | 17.6% | 8.1% |
The percentile ranks the FISCAL-YEAR point, because the distribution behind each strip is built from fiscal-year closes — ranking a TTM figure inside it would compare two different bases. TTM basis: TTM.
The implied rate has been matched or beaten in 3 of the last 6 years.
| Step | Amount | Running total |
|---|---|---|
| Net income | $644M | $644M |
| Share-based comp | $30M | $674M |
| Other non-cash & working capital | $110M | $784M |
| Operating cash flow | $784M | $784M |
| Capex | −$98M | $686M |
| Free cash flow | $686M | $686M |
| FCF after SBC | $656M | $656M |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2020 | -4.7% | not reported | not reported |
| FY2021 | 5.4% | not reported | not reported |
| FY2022 | 14.1% | not reported | not reported |
| FY2023 | 11.6% | not reported | not reported |
| FY2024 | 3.3% | not reported | not reported |
| FY2025 | 7.8% | not reported | not reported |
| Fiscal year | Accruals / assets |
|---|---|
| FY2019 | -2.9 percent |
| FY2020 | -5.7 percent |
| FY2021 | -0.2 percent |
| FY2022 | -0.0 percent |
| FY2023 | -1.4 percent |
| FY2024 | -1.7 percent |
| FY2025 | -2.7 percent |
Below the line, the asset base is being consumed faster than it is replaced.
Below the line for 7 consecutive years to the latest.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
SBC is added back inside operating cash flow, so reported free cash flow treats shares issued to employees as free. Percent of revenue says how expensive the payroll is; percent of operating cash flow says how much of the cash exists only because the charge was added back. The buyback offset is buybacks over SBC — below 1.0 the repurchase does not cover the shares issued.
Figures are the latest fiscal year (FY2025) from the company's own filings, not a trailing-twelve-month window — Q2 reads fiscal years throughout so the cash-conversion ratios and these share one basis. A blank is a line the filer did not report; it is never read as zero.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-26 | 3 co-filers SVP-Chief Info. & Digital Ofr | Option exercise | 4,469 | $88.08 | $394k |
| 2026-10-26 | Eckersley Timothy P President-Intl & SVP-Allegion | Open-market sale | 6,364 | $178.62 | $1.1m |
| 2026-10-26 | 3 co-filers SVP-Chief Info. & Digital Ofr | Exercise & sell | 4,469 | $178.81 | $799k |
| 2026-10-26 | 3 co-filers SVP-Chief Info. & Digital Ofr | Option exercise | 4,469 | $0.00 | — |
| 2026-08-28 | Mizell Steven Director | Plan purchase | 170 | $158.28 | $27k |
| 2026-08-19 | 2 co-filers President-Intl & SVP-Allegion | Gift | 1,527 | $0.00 | $0 |
| 2026-08-19 | 2 co-filers President-Intl & SVP-Allegion | Giftindirect | 1,527 | $0.00 | $0 |
| 2026-08-18 | 3 co-filers President-Amer & SVP-Allegion | Option exercise | 549 | $71.83 | $39k |
| 2026-08-18 | 3 co-filers President-Amer & SVP-Allegion | Exercise & sell | 549 | $161.09 | $88k |
| 2026-08-18 | 3 co-filers President-Amer & SVP-Allegion | Option exercise | 549 | $0.00 | — |
| 2026-08-06 | Wenos Vincent SVP - Chief Technology Officer | Open-market sale | 1,000 | $168.25 | $168k |
| 2026-08-01 | Stone John H President and CEO | Tax withholding | 11,292 | $156.73 | $1.8m |
| 2026-07-27 | Eckersley Timothy P President-Intl & SVP-Allegion | Open-market sale | 6,417 | $157.26 | $1.0m |
| 2026-07-23 | 3 co-filers VP, Controller & CAO | Option exercise | 687 | $71.83 | $49k |
| 2026-07-23 | 6 co-filers SVP and CFO | Option exercise | 1,716 | $71.83 | $123k |
| 2026-07-23 | 3 co-filers VP, Controller & CAO | 10b5-1 plan sale | 687 | $155.00 | $106k |
| 2026-07-23 | 6 co-filers SVP and CFO | 10b5-1 plan sale | 1,716 | $150.98 | $259k |
| 2026-07-23 | 3 co-filers VP, Controller & CAO | Option exercise | 687 | $0.00 | — |
| 2026-07-23 | 6 co-filers SVP and CFO | Option exercise | 1,468 | $86.93 | $128k |
| 2026-07-23 | 6 co-filers SVP and CFO | 10b5-1 plan sale | 1,468 | $150.98 | $222k |
| 2026-07-23 | 6 co-filers SVP and CFO | Option exercise | 1,716 | $0.00 | — |
| 2026-07-23 | 6 co-filers SVP and CFO | Option exercise | 1,468 | $0.00 | — |
| 2026-07-02 | Blasko Joseph SVP and General Counsel | Tax withholding | 145 | $139.92 | $20k |
| 2026-06-05 | Parent Haughey Nicole Director | Tax withholding | 292 | $130.27 | $38k |
| 2026-06-05 | Rubin Ellen Director | Tax withholding | 292 | $130.27 | $38k |
| 2026-06-05 | Vardhan Dev Director | Tax withholding | 292 | $130.27 | $38k |
| 2026-06-05 | Main Sue Director | Tax withholding | 292 | $130.27 | $38k |
| 2026-06-05 | Peters Lauren B Director | Tax withholding | 449 | $130.27 | $58k |
| 2026-06-05 | Mizell Steven Director | Tax withholding | 292 | $130.27 | $38k |
| 2026-06-05 | Sengstack Gregg C Director | Tax withholding | 292 | $130.27 | $38k |
| 2026-06-04 | Rubin Ellen Director | Grant | 1,074 | $0.00 | $0 |
| 2026-06-04 | Vardhan Dev Director | Grant | 1,074 | $0.00 | $0 |
| 2026-06-04 | Parent Haughey Nicole Director | Grant | 1,074 | $0.00 | $0 |
| 2026-06-04 | Main Sue Director | Grant | 1,074 | $0.00 | $0 |
| 2026-06-04 | Peters Lauren B Director | Grant | 1,649 | $0.00 | $0 |
| 2026-06-04 | Mizell Steven Director | Grant | 1,074 | $0.00 | $0 |
| 2026-06-04 | Sengstack Gregg C Director | Grant | 1,074 | $0.00 | $0 |
| 2026-05-07 | Martens Robert C. SVP-Chief Innovation & Design | Open-market sale | 3,993 | $137.15 | $548k |
| 2026-03-11 | 3 co-filers Group filing | Open-market buyindirect | 100 | $147.26 | $15k |
| 2026-03-11 | 3 co-filers Group filing | Open-market buyindirect | 1,300 | $149.58 | $194k |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.