Are BNC insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies BNC leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

Stock Ratings / Consumer Staples / BNC / insiders

ALCO (38) LMNR (19) VFF (53) LND (45) ⌘ Pro Terminal →

BNB Standard Corporation (BNC) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

Q: Where is BNC trading relative to its 50-day, 200-day, and 52-week technical levels?

BNC last traded at $4.69 (-5.25% on volume of 1,148,046 shares), positioning the stock -6.01% below its 50-day simple moving average ($4.99) and +29.20% above its 200-day simple moving average ($3.63). Across its 52-week range of $1.84 to $7.72, BNC sits at the 48.5% percentile with a 14-day RSI of 46.7 (NEUTRAL RANGE) and an implied next-earnings move of ±11.6% ($4.15 to $5.23).

$4.69 -5.25% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $4.64

BNB Standard Corporation (BNC) carries a Roarable Rating of D- (Sell) with 37/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $241.4M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BNC Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BNC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, BNB Standard Corporation (NASDAQ: BNC) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 37/100 at a spot price of $4.69 (-5.25% 1D, market cap $241.4M). Pillar breakdown: Fundamental Cash Engine 3/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 10/20, and Executive Insider Alignment 5/20. Across 147 tracked Consumer Staples issuers, BNC ranks #110 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BNC compare to ALCO and LMNR in the Consumer Staples sector?

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Within the Consumer Staples sector (Farming/Seeds/Milling), BNC carries a Roarable D- (37/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -35.0%. By comparison, ALCO (Alico Inc.) holds a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $277.5M) and LMNR (Limoneira Co) posts a E grade (19/100 RQD, P/E N/A, ROIC -6.0%, cap $193.6M). Among the 5-stock peer group, VFF leads on earnings multiple (9.8x) while VFF leads on capital efficiency (10.5% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BNC?

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Per BNC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-04-30, CIK 0001482541), BNB Standard Corporation generated $26.4M in revenue (+841.9% YoY), $115.2M in net income, and -$26.6M in free cash flow against $436.8M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $4.64 (-1.14%)🧬 Dilution Drag (+1.92% YoY Shares)⚙️ Cash Engine: 3/20 (E) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (37/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-8.1% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-9.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BNC)Realized 20D OHLCV Swing Band: ±11.6%

Deterministic 5-Pillar Attribution (37/100 Composite)

🔍 WHY BNC SCORES 37/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+10/20 pts (27% of score)

20D Institutional Volume Accumulation (±11.6% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+10/20 pts (27% of score)

Altman Z-Score 1.51 (DISTRESS RISK (<1.8)) • Piotroski F-Score 4/9

▼ #1 Drag / Risk Factor: Cash Engine Quality4/20 pts (-16 pt drag)

Capital intensity & 0% operating margin leave 16 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$5.09+0.2% Next Q

Q2 (-2Q)

Grade D$5.10+11.8% Next Q

Q3 (-1Q)

Grade D$5.70-17.7% Next Q

Current

Grade D-$4.69-8.1% Hist 90D α

Trajectory: D (45) → D- (37)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a BNC Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While BNC currently carries a cautious 37/100 (D-) rating due to Cash Engine Quality (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Staples with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($4.99) and Max Pain ($4.92) forces dealer call-delta covering toward $8.11.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.92% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BNC• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BNC Beats Next Quarter EPS Consensus (Jan 28, 2027) & Holds Above 200D SMA”

YES 37%NO 63%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

BNC Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (BNC)

No recent open-market Form 4 cluster sales or emergency dumps flagged on BNC. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BNC)

✓Walkthrough of BNC's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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BNC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +51.78%▲ ASCENDING CHANNEL

2026-11-03O $5.41H $5.41L $4.69C $4.69VOL 849.4K

RES: $8.40SUP: $3.00SMA50: $4.99SMA200: $3.63

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BNC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BNC Butterfly Map → + Track BNC →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

8.0%/yr Implied 5Y Growth

vs. +841.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on BNC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BNC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BNC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BNC)

Consumer Staples Rank #110 of 147 ⚔️ ALCO vs BNC Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (BNC vs. ALCO, LMNR, VFF, LND)

Industry: Farming/Seeds/Milling (25 Tracked Issuers)

Across 147 tracked Consumer Staples securities in the Roarable RQD universe, BNB Standard Corporation (BNC) ranks #110 by composite RQD confidence (37/100, grade D-) and #97 by equity capitalization ($241.4M). Within this direct 5-issuer industry benchmark cohort, VFF leads on earnings valuation at 9.8x trailing P/E, while VFF leads on capital efficiency and profitability with 10.5% ROIC and 40.6% gross margin. VFF currently holds the highest overall quantitative score in the immediate peer group at 53/100 (D+) compared with BNC at 37/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BNC ACTIVE BNB Standard Corporation	D-	37/100	—	—	-35.0%	-5.25%	$241.4M	Benchmark Subject
ALCO Alico Inc.	D-	38/100	—	-30.0%	-35.0%	-0.19%	$277.5M	/alco-vs-bnc →
LMNR Limoneira Co	E	19/100	—	-0.7%	-6.0%	-0.37%	$193.6M	/lmnr-vs-bnc →
VFF Village Farms International Inc.	D+	53/100	9.8x	40.6%	10.5%	+4.40%	$305.7M	/vff-vs-bnc →
LND Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil)	D	45/100	—	—	—	+0.63%	$326.5M	/lnd-vs-bnc →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-04-30 • CIK 0001482541 ↗

In its most recent audited fiscal period (FY2025, filed 2026-04-30), BNB Standard Corporation (BNC) reported GAAP revenue of $26.4M (+841.9% vs. FY2024 revenue of $2.8M , and +282.1% cumulative change since FY2023) , GAAP net income of $115.2M, operating cash flow of -$26.6M, and free cash flow of -$26.6M (-771.6% YoY). On the balance sheet, BNC closed FY2025 with $436.8M in total assets against $0 in total debt (Altman Z-Score: 1.51, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-04-30	$26.4M	$115.2M	-$26.6M	-$26.6M	$436.8M	—
FY2024 (FY)	2025-12-31	$2.8M	-$3.1M	-$3.1M	-$3.1M	$10.4M	—
FY2023 (FY)	2024-12-31	$6.9M	-$2.9M	-$6.1M	-$6.1M	—	—

3. BNC Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BNC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does BNC compare to ALCO and LMNR in the Consumer Staples sector?

What are the biggest fundamental strengths and SEC risk factors for BNC?

Where is BNC trading relative to its 50-day, 200-day, and 52-week technical levels?

BNC last traded at $4.69 (-5.25% on volume of 1,148,046 shares), positioning the stock -6.01% below its 50-day simple moving average ($4.99) and +29.20% above its 200-day simple moving average ($3.63). Across its 52-week range of $1.84 to $7.72, BNC sits at the 48.5% percentile with a 14-day RSI of 46.7 (NEUTRAL RANGE) and an implied next-earnings move of ±11.6% ($4.15 to $5.23).

Direct Sub-Reports: BNC RQD Cockpit BNC 12M Forecast BNC Earnings & Move BNC Dividends & DRIP BNC Insiders & 13F BNC Whale Options BNC Profit Sankey BNC News & Why

ROARABLE RATING BRIEF • RQD 37/100 (D-) ✓ SEC XBRL & RQD VERIFIED

BNC — BNB Standard Corporation: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2026-04-30

1. Roarable Rating Brief: What This Means to a Prospective Investor

BNB Standard Corporation (BNC) earns a live Roarable RQD composite score of 37/100, corresponding to a D- letter grade (Roarable Sell) at a spot price of $4.69 (-5.25% 1D, market capitalization $241.4M).

Fundamental Cash Engine (3/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of —, operating margin of -60.0%, and free cash flow yield of -10.09%.
Whale 13F & Options Flow (10/20) + Insider Conviction (5/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (10/20) + Forensic Balance Sheet (10/20): Incorporates a 1.00x equity beta, Altman Z-Score of 1.51, Piotroski F-Score of 4/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Per the Consumer Staples sector and Farming/Seeds/Milling industry classification in the source profile, BNB Standard Corporation trades on NASDAQ under the ticker BNC. The profile describes it as a Consumer Staples issuer with a market capitalization of $0.3B. — describes its specific products, customers, or revenue model.4M.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-04-30), BNB Standard Corporation (BNC) reported $26.4M in annual revenue (up from $2.8M in FY2024, +841.9% YoY) and $115.2M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($6.9M revenue, -$2.9M net income) through FY2025, BNC scaled operating cash flow to -$26.6M and free cash flow to -$26.6M, backed by $436.8M in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (D- • RQD 37/100): Established market leader in Consumer Staples with deep daily trading liquidity. Free cash flow yield of -10.09% and institutional whale pillar of 10/20. With Fundamental Cash Engine at 3/20 and Institutional Whale Flow at 10/20, sustained execution supports upside toward the upper end of the $1.84 – $7.72 52-week range.
🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -60.0% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

— The Butterfly Supply-Chain Graph lists no upstream or downstream links and no proprietary signals, so no supply-chain dependencies, sector correlations, or 2nd-order bottlenecks can be identified from the source data.

Key Question #1: Can BNC sustain or expand its -60.0% operating margin and -35.0% ROIC against Farming/Seeds/Milling peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $26.4M and free cash flow of -$26.6M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is BNC's equity valuation to Consumer Staples capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

BNC Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for BNB Standard Corporation (BNC) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BNC Debate Forum (3) ↓

🟡 MARKET WIRE Nasdaq • 22h ago

BNB Standard Corporation Rings the Opening Bell

Nasdaq report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

A former Goldman Sachs banker will lead BNB Standard, which plans a system to verify digital-currency transactions.

Stock Titan report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH The Globe and Mail • 1d ago

CEA Industries Appoints Alex Odagiu as Chief Executive Officer

The Globe and Mail report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE BigGo Finance • 1d ago

BNB Standard Rings Nasdaq Bell as Largest Corporate BNB Holder, With Validator Plan on Deck

BigGo Finance report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Coinpedia • 1d ago

BNC Stock Gains 14% as BNB Treasury Shift Drives Nasdaq Rebrand

Coinpedia report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

A lawyer working in digital assets since 2015 will lead BNB Standard’s legal strategy.

Stock Titan report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

An employment award gives BNB Standard (BNC) officer 363,636 stock units vesting through July 2030.

Stock Titan report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

BNB Standard (Nasdaq: BNC) retains its up-to-$50M stock-sale program without registering more securities.

Stock Titan report covering BNB Standard Corporation (BNC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BNC Bull vs. Bear Conversation Board — What's Your Call at $4.69?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BNC 🐻 33% BEARISH CONVICTION

SI SiliconVal_Bull RQD DEBATE OPENER • Growth & Tech Investor 🐂 BULLISH 🎯 Target: $6.48 (+30.9%)

📌 Pinned Debate

Recent news flow includes a GREEN-flagged catalyst citing a 14% stock gain tied to a treasury shift and Nasdaq rebrand, with 12/20 whal

Don't sleep on BNC's setup in Consumer Staples. Recent news flow includes a GREEN-flagged catalyst citing a 14% stock gain tied to a treasury shift and Nasdaq rebrand, with 12/20 whale 13F flow pillar showing institutional accumulation.. Beta of 1.0 means it moves fast when momentum turns, and the 5-pillar RQD gauge (37/100) backs up the fundamental quality.

SectorRotator 🐂 BULL

@CreditSpread_Watch Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Farming/Seeds/Milling. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.

CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $4.06 (-18.0%)

Spot @ $4.95

Negative ROIC of -35%, FCF yield of -10.09%, and an FY 2025 operating loss of -$159.6M leave the cash engine at 2/20, with weak forensi

Here is the bear case nobody on the bull side wants to address on BNC: Negative ROIC of -35%, FCF yield of -10.09%, and an FY 2025 operating loss of -$159.6M leave the cash engine at 2/20, with weak forensic metrics (Altman Z 1.51, Piotroski F 4/9).. At current EV/EBITDA multiples, even a small guidance miss in Farming/Seeds/Milling triggers a 12-15% air pocket.