STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
14
Codes C/M, not in net · $0 priced
What the filings say about HAPN
Insiders, 180 days
-$6.6M net sold
5 sellers · 53% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$2.9M
4 notices
Happen insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Happen, Inc. insiders sold a net $6.6M of stock across 15 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jul 1, 2026.
The trade is 2.6% of the 106,413 shares held after it.
4 other insiders sold within 30 days.
Insider activity: General Counsel & Secretary Cheng Jordan sold about $49.2K of HAPN under a 10b5-1 plan on Sep 3, 2026; 4 other insiders sold within 30 days.
3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 19, 2026.
The trade is 93.8% of the 39,977 shares held after it.
4 other insiders sold within 30 days.
Insider activity: SVP, Corporate Controller Stack Fergal sold about $679.0K of HAPN under a 10b5-1 plan on Aug 20, 2026; 4 other insiders sold within 30 days.
15 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
HAPN planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Selleck Erin
Filed 2026-09-04
$160.3K
Cheng Jordan
Filed 2026-09-03
$147.5K
SCOTT SANBORN
Filed 2026-08-26
$456.5K
Stack Fergal
Filed 2026-08-18
$2.2M
JOHN C MORRIS
Filed 2026-06-18
$138.1K
Executive pay vs shareholder return · Mr. Sanborn
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$4.6M
$2.7M
$1.8M
-31%
-15%
2022
$4.9M
-$14.6M
$2.8M
-30%
-11%
2021
$6.9M
$22.8M
$2.9M
+92%
+17%
2020
$5.9M
$6.5M
$2.9M
-16%
-14%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $6.6M sold by insiders over 180 days, $2.9M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$314.7M
four quarters, 2020-01-01 to 2020-12-31
Revenue, TTM HAPN
FY Dec 2025
$314.7M
FY Dec 2024
$314.7M
FY Dec 2023
$314.7M
FY Dec 2022
$314.7M
FY Dec 2021
$314.7M
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Net margin, TTM
+62.2%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM HAPN
FY Dec 2025
+43.1%
FY Dec 2024
+16.3%
FY Dec 2023
+12.4%
FY Dec 2022
-59.6%
FY Dec 2021
-59.6%
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Free cash flow, TTM
-$3.0B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM HAPN
FY Dec 2025
-$2.9B
FY Dec 2024
-$2.7B
FY Dec 2023
-$1.2B
FY Dec 2022
$306.1M
FY Dec 2021
$205.5M
Jun 2026
-$600.9M
Mar 2026
-$644.8M
Dec 2025
-$919.3M
Sep 2025
-$791.8M
Jun 2025
-$803.8M
Mar 2025
-$352.3M
Dec 2024
-$202.6M
Sep 2024
-$682.3M
At each fiscal year end
Single quarter
Debt to equity
0.00x
long-term 2026-06-30 plus current 2022-12-31 (42 months older than the period end); equity 2026-06-30
Debt to equity HAPN
FY Dec 2025
0.00x
FY Dec 2024
0.00x
FY Dec 2023
0.02x
FY Dec 2022
0.14x
FY Dec 2021
0.14x
Jun 2026
0.00x
Mar 2026
0.00x
Dec 2025
0.00x
Sep 2025
0.00x
Jun 2025
0.00x
Mar 2025
0.00x
Dec 2024
0.00x
Sep 2024
0.02x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-1,094.49x
TTM operating cash flow over long-term 2026-06-30 plus current 2022-12-31 (42 months older than the period end)
Cash flow to debt HAPN
FY Dec 2025
-1,041.21x
FY Dec 2024
-1,005.79x
FY Dec 2023
-51.73x
FY Dec 2022
3.58x
FY Dec 2021
2.28x
Jun 2026
-1,094.49x
Mar 2026
-1,148.02x
Dec 2025
-1,041.21x
Sep 2025
-766.91x
Jun 2025
-728.35x
Mar 2025
-812.11x
Dec 2024
-1,005.79x
Sep 2024
-148.53x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+13.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity HAPN
FY Dec 2025
+9.5%
FY Dec 2024
+4.0%
FY Dec 2023
+3.2%
FY Dec 2022
-23.1%
FY Dec 2021
-23.1%
Jun 2026
+13.2%
Mar 2026
+12.2%
Dec 2025
+9.5%
Sep 2025
+7.4%
Jun 2025
+5.5%
Mar 2025
+3.9%
Dec 2024
+4.0%
Sep 2024
+4.1%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets HAPN
FY Dec 2025
+1.2%
FY Dec 2024
+0.5%
FY Dec 2023
+0.5%
FY Dec 2022
-7.7%
FY Dec 2021
-7.7%
Jun 2026
+1.7%
Mar 2026
+1.6%
Dec 2025
+1.2%
Sep 2025
+0.9%
Jun 2025
+0.7%
Mar 2025
+0.5%
Dec 2024
+0.5%
Sep 2024
+0.5%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital HAPN
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed HAPN
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
8.30x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing HAPN
FY Dec 2025
16.47x
FY Dec 2024
35.98x
FY Dec 2023
24.28x
FY Dec 2022
3.19x
FY Dec 2021
n/a
Jun 2026
12.49x
Mar 2026
9.61x
Dec 2025
16.47x
Sep 2025
17.26x
Jun 2025
18.80x
Mar 2025
23.45x
Dec 2024
35.98x
Sep 2024
24.85x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.6B
market value at close 2026-10-26 on 2026-07-17 shares, plus long-term 2026-06-30 plus current 2022-12-31 (42 months older than the period end), minus cash 2020-12-31
Enterprise value HAPN
FY Dec 2025
$2.2B
FY Dec 2024
$1.8B
FY Dec 2023
$980.3M
FY Dec 2022
$1.0B
FY Dec 2021
$2.5B
Jun 2026
$2.4B
Mar 2026
$1.7B
Dec 2025
$2.2B
Sep 2025
$1.7B
Jun 2025
$1.4B
Mar 2025
$1.2B
Dec 2024
$1.8B
Sep 2024
$1.3B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-186.1%
TTM free cash flow over market value at close 2026-10-26
FCF yield HAPN
FY Dec 2025
-131.3%
FY Dec 2024
-147.7%
FY Dec 2023
-124.8%
FY Dec 2022
+33.1%
FY Dec 2021
+8.5%
Jun 2026
-123.6%
Mar 2026
-191.6%
Dec 2025
-131.3%
Sep 2025
-123.4%
Jun 2025
-148.6%
Mar 2025
-186.5%
Dec 2024
-147.7%
Sep 2024
-259.1%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.05x
P/E over trailing EPS growth of 159%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing HAPN
FY Dec 2025
0.11x
FY Dec 2024
1.44x
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
0.08x
Mar 2026
0.04x
Dec 2025
0.11x
Sep 2025
0.19x
Jun 2025
0.27x
Mar 2025
0.80x
Dec 2024
1.44x
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
HAPN ranks highest on profitability (59th percentile) and financial health (44th), and lowest on growth (7th), among Financial Services peers.
Profitability
59
Inputs
Return on equity+13.2% · 61 pct, sector of 205
Return on assets+1.7% · 58 pct, sector of 266
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Financial health
44
Inputs
Debt to equity0.00x · 88 pct, sector of 181
Cash flow to debt-1094.49x · 1 pct, sector of 141
Growth
7
Inputs
Revenue growth, YoY-58.5% · 7 pct, sector of 245
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
15
Inputs
Net Form 4 buying (codes P and S), 180d-$3.7M · 31 pct, sector of 160
Insider buyers, 180d0 · 0 pct, sector of 164
Risk and compliance
39
Inputs
Short interest, % of float+6.9% · 30 pct, sector of 388
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+13.5% · 48 pct, sector of 175
2 not measured: Institutional and government, US patents
Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HAPN filings, in plain words
Are Happen insiders buying or selling HAPN?
In the 180 days to 2026-10-28, Happen insiders were net sellers, a net $6.6M across purchases and sales reported on Form 4, by 5 sellers.
Are there planned insider sales of HAPN?
Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $2.9M of stock; the latest, by Selleck Erin, was filed 2026-09-04.
Read the full summary
In the 180 days to 2026-10-28, Happen insiders were net sellers of HAPN, a net $6.6M across purchases and sales reported on Form 4 by 5 sellers. 53% of the 15 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $2.9M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
No password to create and no card required. We store your email address, your watchlist and your preferences, nothing else.
PRIVACY & COOKIES
We track filings, not you.
Essential cookies keep you signed in and remember this choice.
Google Analytics 4 and Microsoft Clarity load only if you allow them here; they
count visits and record how pages are used. We run no advertising and never sell
data. Details in the privacy policy. Change this any time
via "Cookie settings" in the footer.