BALLY S CORP (BALY)
Consumer Discretionary · Casinos & Gaming · NYSE
Bally's is an omni-channel gaming and entertainment operator transitioning into a diversified global provider of land-based casinos, interactive sports betting, and lottery technology.
What BALLY S CORP does
Bally's Corporation is a global gaming, hospitality, and entertainment company that operates 20 casinos, two horse racetracks, and a golf course across the UK and the United States. The company also provides interactive gaming platforms, including online sportsbooks and iGaming, and manages a global lottery, technology, and services business through its Intralot subsidiary. It is currently developing major integrated resort projects in Chicago and the Bronx, New York.
Recent developments
In June 2026, the company announced an agreement to acquire evoke plc. The company is actively progressing development on its $4.0 billion Bronx casino project and its permanent Chicago casino resort, while securing waivers for its credit facility covenants through mid-2026.
From BALLY S CORP's filing of 2026-08-14.
Themes: casinos & integrated resorts, online sports betting / iGaming, lottery technology, omni-channel gaming
Fundamentals
- Price$13.97 as of 2026-10-08 close
- Market cap$705M as of 2026-07-31 (share count; price 2026-10-08)
- 1-year return-0.3% 2025-10-08 close $14.01 → 2026-10-08 close $13.97
- P/En/a negative earnings
- Net margin-23.2% FY2024, SEC XBRL
- ROE-1837.3% FY2024, SEC XBRL
- Debt / equity5.57 as of 2026-09-03
- Revenue growth (YoY)+16.6% as of 2026-09-03
- Revenue CAGR (3y)+22.8% SEC XBRL
- Beta1.07 as of 2026-09-03
- Last reported earnings2026-08-14 SEC EDGAR Form 8-K (Item 2.02)
Dividend: 2-year non-decreasing per-share dividend streak (SEC XBRL).
How BALY compares in its sector
- net profit marginbottom 10% 314 covered Consumer Discretionary peers, as of 2026-09-03
- operating marginbottom 10% 281 covered Consumer Discretionary peers, as of 2026-09-03
- return on equitybottom 10% 293 covered Consumer Discretionary peers, as of 2026-09-03
- 3-year revenue CAGRtop 10% 326 covered Consumer Discretionary peers
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 311 covered Consumer Discretionary peers, as of FY2024
Position among covered Consumer Discretionary companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage
Not assessed — last reported dividend predates the accounts. The most recent fiscal year in which BALY reported a dividend payment is FY2020, while its reported financial statements run through FY2024. Coverage is therefore not assessed for the latest year — an FY2020 ratio would not describe BALY today.
Coverage is derived from reported SEC EDGAR XBRL figures, comparing dividends paid against net income and free cash flow for the SAME fiscal year. It is not shown here because the latest fiscal year with a reported dividend payment (FY2020) is older than the latest year of reported financial statements (FY2024), so any ratio would describe an out-of-date year. Informational only — not financial advice.
How BALLY S CORP looks technically
BALLY S CORP (BALY) is trading 5.8% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed below its 200-day average about 128 trading days ago — a "death cross", a bearish long-term signal. A strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 32, with buyers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 66, neither overbought (above 70) nor oversold (below 30). It made a new 20-day high about 5 trading days ago. It is 32.6% below its highest point of the past year.
Trend
9
| Distance from the 200-day | it is trading 5.8% above its 200-day average, the long-term trend line — a longer-term uptrend | +5.8% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $11.62 | $11.62 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $13.20 | $13.20 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 28 calendar days ago — the swings before that are what the structure reading is measured on | 28 sessions |
| Wave structure | its recent swings can be read as a completed five-part downward sequence — the pattern Elliott-wave chartists call an impulse — which on that reading would now be due a pullback rather than more of the same; the labelling fails if price closes below 8.6. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible five-wave downward sequence, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 128 trading days ago — a "death cross", a bearish long-term signal | 128 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 5.8% above | +5.8% |
| Trend strength (14-day ADX) | a strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 32, with buyers in control | 32.4 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 66, neither overbought (above 70) nor oversold (below 30) | 66.0 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($10.18 to $14.51) — its "stochastic" reading is 88 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 87.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in positive territory (momentum leaning bullish) | 25 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $20.74 | $20.74 |
|---|---|---|
| From the 52-week high | it is 32.6% below its 52-week high (its highest price of the past year) | -32.6% |
| Above the 52-week low | it is 65.5% above its 52-week low (its lowest price of the past year) | +65.5% |
| Below the 52-week high | it is 32.6% below its highest point of the past year | 32.6% |
| Since a 20-day breakout | it made a new 20-day high about 5 trading days ago | 5 sessions |
| Since a 55-day breakout | it made a new 55-day low about 36 trading days ago | 36 sessions |
| All-time high | its highest closing price on record is $22.41 (set on 2025-01-22) | $22.41 |
| Given back of the 52-week move | over the past year its closes ranged ($8.84 to $19.46), and it has recovered around half of its fall from last year’s high — 48% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $15.40 to $15.74. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 48.3% |
| From the all-time high | it is 37.7% below its all-time high | -37.7% |
| Nearest price level | it is trading 0.8% below a resistance level at $14.09 — a price it turned at three times since 2025-10-08, most recently on 2026-08-14. Since 2024-12-06 it has 8 such levels below the current price and 6 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.8% |
| All-time low | its lowest closing price on record is $8.44 (set on 2026-08-19) | $8.44 |
| Above the all-time low | it is 65.5% above its all-time low | +65.5% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually wide versus its own recent history (wider than about 82% of the past ~6 months) | 82nd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.7972 between its high and its low — about 5.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.7972 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $8.80 and $16.05 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $8.80 – $12.42 – $16.05 |
| Typical daily range (% of price) | its price moves about 5.7% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 5.7% |
| Stretch from the 200-day average | it is trading 1.0 daily range above its 200-day average price (5.8% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 1.0 daily range above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.16× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
1
| Since a doji | 1 session ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 1 session ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-10-08 1.7% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -1.7% |
|---|---|---|
| Gap filled | a 2.2% gap up opened on 2026-09-09 has been "filled" 21 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 21 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 54.2 percentage points (the stock gained 55.2% while the market gained 1.0%) | +54.2% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 10.2 percentage points (the stock gained 14.0% while the market gained 3.8%) | +10.2% |
| vs market, 6 months | over the past 6 months this stock beat the market by 17.1 percentage points (the stock gained 34.6% while the market gained 17.5%) | +17.1% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 15.3 percentage points (the stock lost 0.3% while the market gained 15.0%) | -15.3% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: trading above its 200-day average, MACD momentum is positive, a strong uptrend, with buyers in control, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 18% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 7.9% of the share price. | +18.1% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 10% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $12.70 — a volume-weighted average of daily closes over 192 sessions, not a true tick-by-tick VWAP. | +10.0% |
|---|---|---|
| Vs the average paid since it last reported | the price is 28% above the average price paid since it last reported on 2026-08-14 (its 10-Q), so the typical buyer over that stretch is showing a gain. That average is $10.94 — a volume-weighted average of daily closes over 39 sessions, not a true tick-by-tick VWAP. | +27.7% |
Price levels it has turned at before
BALY last closed at $13.97 on 2026-10-08. Since 2024-12-06 it has turned at 8 prices below its last close and 6 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $14.09 | Resistance | 0.8% above the last close | turned there three times · 2025-10-08 to 2026-08-14 |
| $14.93 | Resistance | 6.9% above the last close | turned there five times · 2025-07-01 to 2026-07-29 |
| $15.53 | Resistance | 11.1% above the last close | turned there four times · 2025-05-02 to 2026-06-11 |
| $12.04 | Support | 13.8% below the last close | turned there twice · 2025-03-07 to 2026-03-10 |
| $11.81 | Support | 15.5% below the last close | turned there twice · 2025-05-27 to 2025-10-14 |
| $10.31 | Support | 26.2% below the last close | turned there three times · 2025-07-23 to 2026-09-03 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now complete.
This labelling fails — stops being a possible reading at all — if it closes below $8.60.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 4 labellings that survived the rules, counting shorter readings of the same bars.
This reading has stood for 16 trading days, since 2026-09-17.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Tested and reclaimed 200-day support · Pulled back from the 12-month high · in a strong, established uptrend (ADX) · beating the market · At the top of its 14-day range (stochastic above 80) | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$9.33 range $7.00 – $11.00; median $10.00
Analyst estimates, as of 2026-10-06. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for BALY
- Consensus EPS estimate-$0.78 next reporting period, as of 2026-10-06
- Estimate change, 30 days$0.00 from -$0.78, on 2026-09-01, 35-day window
- Readings revised upward14% of 7 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Substantial debt levels and reliance on credit facility covenant waivers to maintain liquidity.","Intense regulatory and licensing requirements across multiple global jurisdictions.","Exposure to significant construction and development risks for major projects in Chicago and New York."]
What changed in the latest 10-Q
AI-assisted comparison of BALY's 10-Q filed 2026-08-14 against the prior one filed 2026-05-18.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (filed 2026-08-14) adds the descriptive name "Bally's New York" in parentheses for the Bronx casino project: "a full-scale casino and resort in The Bronx, New York ("Bally's New York")".
- Newer filing (filed 2026-08-14) adds identifying name "Bally's Chicago" in the bullet point about planned construction projects: "including Bally's Chicago" replaces the earlier reference to the Chicago project.
- Newer filing (filed 2026-08-14) adds the named "Bally's Intralot S.A. ("Bally's Intralot")" in the Overview section; older filing referred to "Bally's Intralot S.A. ("Intralot")".
- Newer filing (filed 2026-08-14) adds specific names for Chicago and New York projects in the casino description: "Bally's New York, a full-scale casino and resort in The Bronx, New York, and are developing Bally's Chicago, an integrated destination resort in Chicago, Illinois."
- Newer filing (filed 2026-08-14) adds a new "Operating Structure" subsection describing four reportable segments: Casinos & Resorts, Bally's Intralot B2B, Bally's Intralot B2C, and North America Interactive.
- Newer filing (filed 2026-08-14) adds a new "Macroeconomic and Other Factors" subsection.
- Newer filing (filed 2026-08-14) adds page numbers 46 and 47 corresponding to the new text layout.
- Removed:
- Older filing (filed 2026-05-18) included a "2025 Transactions" subsection describing the Merger Agreement with SG Parent LLC, The Queen Casino & Entertainment, Inc., and related parties, and the Intralot Transaction completed on October 8, 2025; this subsection is absent from the newer filing.
- Older filing (filed 2026-05-18) stated Bally Bet Sportsbook & Casino was "licensed in 14 jurisdictions in North America"; this specific count is absent from the newer filing.
- Older filing (filed 2026-05-18) stated the Bally's Intralot entity abbreviation as "("Intralot")"; the newer filing uses "("Bally's Intralot")".
- Older filing (filed 2026-05-18) stated forward-looking statements "speak only as of the time of this report"; this phrase is absent from the newer filing.
- Older filing (filed 2026-05-18) had page number 51 at the start of the Overview section.
- Reworded:
- Newer filing (filed 2026-08-14) changed "within the meaning of the securities laws" to "within the meaning of the Private Securities Litigation Reform Act of 1995" in the Cautionary Note.
- Newer filing (filed 2026-08-14) changed "as of the time of this report" to "as of the date they are made" in the Cautionary Note.
- Newer filing (filed 2026-08-14) changed the Chicago project bullet from "including Bally's Chicago" (older) to "including a permanent casino resort in Chicago, Illinois ("Bally's Chicago") and a full-scale casino and resort in The Bronx, New York ("Bally's New York")" in the risk factors list.
- Newer filing (filed 2026-08-14) changed "As of March 31, 2026" to "As of June 30, 2026" in the Overview section.
- Newer filing (filed 2026-08-14) changed the Bally Bet licensed jurisdictions count from "14 jurisdictions in North America" (older) to "16 jurisdictions in North America" (newer).
- Notes:
- The newer filing text ends mid-sentence at "...it may be difficult to effectively control such in" and may be truncated; additional changes beyond that point could not be assessed.
Risk Factors
- Added:
- In the newer filing (2026-08-14), added a new risk factor titled 'We may not satisfy the covenants under our Credit Agreement, which could harm our liquidity and have a material adverse effect on our business, financial condition, and results of operations.'
- In the newer filing (2026-08-14), added that lenders under the Revolving Credit Facility have conditionally waived compliance with the consolidated net leverage ratio covenant through the Covenant Waiver Period.
- In the newer filing (2026-08-14), added that the waiver remains subject to the Company's ongoing satisfaction of certain liquidity maintenance requirements, among other conditions.
- In the newer filing (2026-08-14), added that if the Company fails to satisfy waiver conditions or any applicable covenants, absent an additional waiver, lenders could accelerate the indebtedness under the Credit Agreement.
- In the newer filing (2026-08-14), added that these matters could have a material adverse effect and raise substantial doubt about the Company's ability to continue as a going concern.
- Removed:
- In the older filing (2026-05-18), the Risk Factors section contained only a statement that there had been no material changes to the risk factors from the Annual Report on Form 10-K for the year ended December 31, 2025; this statement is removed in the newer filing (2026-08-14).
- Reworded:
- In the newer filing (2026-08-14), the introductory sentence to the Risk Factors section changed from 'There have been no material changes to our risk factors...' to 'Our risk factors... have undergone no material changes, except for the addition described below.'
- Notes:
- The newer text includes Items 5, 6, signatures, and other sections not part of the Risk Factors section; these are noted only where they overlap with Risk Factors comparison.
- No analysis of materiality or investment significance was performed.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for BALY — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
3 institutional 13F filers reported holding BALY as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 3
- Reported shares held 792,510
- Reported value $10,865,312
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 3 increased, 0 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about BALY's institutional holders → See what each manager we track holds →
Short interest (FINRA)
BALY had 1,289,588 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
BALY had 2.56% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 11.87 days to cover at the same settlement.
- Reported short interest (shares) 1,289,588
- Short interest (% of shares outstanding) 2.56%
- Prior settlement (shares) 1,254,465
- Reported change 2.8%
- Days to cover (reported) 11.87
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Caesars Entertainment (CZR)
- MGM Resorts International (MGM)
- Penn Entertainment (PENN)
- DraftKings (DKNG)
- Flutter Entertainment (FLUT)
- Entain PLC (ENT.L)
- International Game Technology (IGT)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare BALY vs…
Frequently asked questions
What does BALLY S CORP (BALY) do?
Bally's Corporation is a global gaming, hospitality, and entertainment company that operates 20 casinos, two horse racetracks, and a golf course across the UK and the United States. The company also provides interactive gaming platforms, including online sportsbooks and iGaming, and manages a global lottery, technology, and services business through its Intralot subsidiary. It is currently developing major integrated resort projects in Chicago and the Bronx, New York.
What sector is BALLY S CORP (BALY) in?
BALLY S CORP (BALY) is classified in the Consumer Discretionary sector. Its industry is Casinos & Gaming. It trades on NYSE.
Who are BALLY S CORP's (BALY) competitors?
Notable peers of BALLY S CORP (BALY) include Caesars Entertainment, MGM Resorts International, Penn Entertainment, DraftKings and Flutter Entertainment. This peer set is informational only — not financial advice.
Is BALLY S CORP (BALY) overbought or oversold right now?
BALLY S CORP (BALY) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 66, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on BALY come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.