大學金融公司
US ˙ NasdaqGS ˙ US9152711001

簡介

本頁面提供了有關 William S Aichele 已知的內部交易歷史的全面分析。內部人士包括公司的高管、董事或重要投資者。一般而言,基於內幕、非公開信息進行交易是非法的。這並不意味著他們在自己的公司進行任何交易都是非法的。但是,他們必須透過Form 4向美國證券交易委員會(SEC)報告所有交易。盡管存在這些限制,學術研究表明,內部人士 - 整體而言 - 在自己公司中的投資表現往往優於市場。

平均交易盈利能力

「平均交易盈利能力」衡量了內部人士在過去三年中所有非計劃性的公開市場購買交易的平均回報率。計算過程包括檢查每筆交易,排除了作為10b5-1交易計劃的一部分的交易。然後,對每筆交易在3、6和12個月的表現進行平均,以生成該筆交易最終的表現指標。最終,將所有交易的表現指標進行平均,計算出內部人士的總體平均表現指標。列表僅包含在過去兩年中進行過至少三筆交易的內部人士。

如果內部人士的交易盈利能力顯示為"N/A",則可能是因為該內部人士在過去三年內沒有進行任何公開市場購買交易,或者他們進行的交易距離現在太近,無法計算出可靠的表現指標。

更新頻率:每日

查看收益最高的的內幕交易者列表。

報告內部持倉的公司

SEC文件顯示William S Aichele已報告在以下公司擁有持倉或進行了交易:

證券 職位 最新報告的持倉
US:UVSP / Univest Financial Corporation Director 143,949
如何解讀這些圖表

以下圖表顯示了在William S Aichele進行的每筆公開市場非計劃交易後證券的股價表現。非計劃交易是指沒有作為10b5-1交易計劃的一部分而進行的交易。股價表現以累積百分比變化的方式繪製。例如,如果一筆內部人士交易是在2019年1月1日進行的,該圖表將顯示該證券的每日百分比變化直至當前日期。如果在此期間股價從10美元漲至15美元,則股價的累積百分比變化將為50%。從10美元漲至20美元的價格變化將為100%,而從10美元跌至5美元的價格變化將為-50%。

最終,我們將評估內部人士的交易與股價的超額回報(正向或負向)之間的相關性,以判斷內部人士是否在交易中利用內部信息獲利。如果內部人士有這樣的行為,我們預期看到(a)購買後的正回報,或者(b)賣出後的負回報。對於情況(a),購買圖表將顯示一系列向上傾斜的曲線,表示每次購買後都有正回報。對於情況(b),賣出圖表將顯示一系列向下傾斜的曲線,表示每次賣出後都有負回報。

然而,僅憑這一點還不足以得出結論。例如,如果公司的股價在多年內呈現非周期性上升,我們會預期所有購買後的圖表都呈現向上傾斜。同樣地,多年來呈現非周期性下降的股價會導致賣出後的圖表也呈現向下傾斜。這兩種情況的圖表都不能表示內部人士在進行內幕交易。

最有力的指標是在公司股價呈極度循環波動的情況下,「購買」圖表顯示正向信號,而「賣出」圖表顯示負向趨勢。這種情況強烈暗示內部人士可能根據內幕信息精確地計時進行交易,以獲得財務優勢。

UVSP / Univest Financial Corporation內部人士買入 - 短期收益分析

在這一部分,我們分析了在 UVSP / Univest Financial Corporation 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報,以及是否值得跟踪。該分析基於每筆交易後一年的情況,結果僅為理論值

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最高利潤的
天數
達到最高利潤時的
價格
最高
淨利 ($)
最高回報率(%)
2013-02-07 UVSP AICHELE WILLIAM S 5,853 16.4000 5,853 16.4000 95,989 322 21.1700 27,919 29.09
2012-02-09 UVSP AICHELE WILLIAM S 9,915 16.1500 9,915 16.1500 160,127

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

UVSP / Univest Financial Corporation Insider Trades
UVSP / Univest Financial Corporation內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 UVSP / Univest Financial Corporation 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式,可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況,

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最低利潤的
天數
達到最低利潤時的
價格
避免的
最高損失金額($)
避免的
最高損失率($)
2022-11-21 UVSP AICHELE WILLIAM S 3,453 28.0000 3,453 28.0000 96,684 340 16.2100 -40,711 -42.11
2021-11-02 UVSP AICHELE WILLIAM S 4,306 30.1356 4,306 30.1356 129,764
2021-06-08 UVSP AICHELE WILLIAM S 1,241 29.5000 1,241 29.5000 36,610
2020-11-09 UVSP AICHELE WILLIAM S 9,000 18.3550 9,000 18.3550 165,195

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

UVSP / Univest Financial Corporation Insider Trades
歷史內部人交易

該表格顯示了由 William S Aichele 進行的所有內幕交易的完整列表,這些交易已向美國證券交易委員會(SEC)披露。

呈報日期 交易日期 表格 證券代碼 證券 代碼 10b5-1 股份 剩餘股份 %
變化
每股
股價
交易
金額
剩餘
金額
2024-02-02 2024-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 1,162 143,949 0.81
2023-11-08 2023-11-06 4 UVSP UNIVEST FINANCIAL Corp
Common
G - Gift -2,000 142,787 -1.38 17.64 -35,280 2,518,760
2023-02-02 2023-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 1,448 144,786 1.01
2023-01-26 2022-12-02 5 UVSP UNIVEST FINANCIAL Corp
Common
G - Gift -1,000 142,338 -0.70 27.41 -27,410 3,901,477
2022-11-22 2022-11-21 4 UVSP UNIVEST FINANCIAL Corp
Common
S - Sale -3,453 144,337 -2.34 28.00 -96,684 4,041,449
2022-11-22 2022-11-21 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 3,453 147,790 2.39 16.88 58,287 2,494,703
2022-02-02 2022-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units
A - Award 1,162 1,162
2022-02-02 2022-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units
M - Exercise -1,309 0 -100.00
2022-02-02 2022-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 1,309 144,337 0.92
2021-11-04 2021-11-02 4 UVSP UNIVEST FINANCIAL Corp
Stock Options (Right to Buy)
M - Exercise -4,306 3,453 -55.50
2021-11-04 2021-11-02 4 UVSP UNIVEST FINANCIAL Corp
Common
S - Sale -4,306 143,027 -2.92 30.14 -129,764 4,310,217
2021-11-04 2021-11-02 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 4,306 147,333 3.01 16.88 72,685 2,486,988
2021-06-10 2021-06-08 4 UVSP UNIVEST FINANCIAL Corp
Stock Options (Right to Buy)
M - Exercise -1,241 7,759 -13.79
2021-06-10 2021-06-08 4 UVSP UNIVEST FINANCIAL Corp
Common
S - Sale -1,241 143,027 -0.86 29.50 -36,610 4,219,301
2021-06-10 2021-06-08 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 1,241 144,268 0.87 16.88 20,948 2,435,247
2021-02-02 2021-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units
A - Award 1,448 1,448
2021-02-02 2021-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units
M - Exercise -1,384 0 -100.00
2021-02-02 2021-01-31 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 1,384 143,027 0.98
2021-01-22 2020-11-18 5 UVSP UNIVEST FINANCIAL Corp
Common
G - Gift -3,000 141,643 -2.07 19.40 -58,200 2,747,867
2020-11-10 2020-11-09 4 UVSP UNIVEST FINANCIAL Corp
Stock Options (Right to Buy)
M - Exercise -9,000 0 -100.00
2020-11-10 2020-11-09 4 UVSP UNIVEST FINANCIAL Corp
Common
S - Sale -9,000 144,643 -5.86 18.36 -165,195 2,654,916
2020-11-10 2020-11-09 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 9,000 153,643 6.22 17.24 155,115 2,648,031
2020-02-04 2020-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units
A - Award 1,309 1,309
2019-08-02 2019-07-31 4 UVSP UNIVEST FINANCIAL Corp
Stock Options (Right to Buy)
M - Exercise -9,000 0 -100.00
2019-08-02 2019-07-31 4 UVSP UNIVEST FINANCIAL Corp
Common
F - Taxes -1,433 144,626 -0.98 27.46 -39,350 3,971,422
2019-08-02 2019-07-31 4 UVSP UNIVEST FINANCIAL Corp
Common
D - Sale to Issuer -7,567 146,059 -4.93 27.46 -207,790 4,010,772
2019-08-02 2019-07-31 4 UVSP UNIVEST FINANCIAL Corp
Common
M - Exercise 9,000 153,626 6.22 14.80 133,200 2,273,660
2019-02-01 2019-01-31 4 UVSP UNIVEST FINANCIAL Corp
Restricted Stock Units
A - Award 1,384 1,384
2018-02-08 2018-02-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -405 144,546 -0.28 27.20 -11,016 3,931,661
2018-02-01 2018-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting)
A - Award 1,000 144,951 0.69
2017-02-13 2017-02-09 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -745 143,862 -0.52 27.60 -20,562 3,970,603
2017-02-08 2017-02-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -440 144,607 -0.30 27.35 -12,034 3,955,013
2017-02-06 2017-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting)
A - Award 1,000 145,047 0.69
2017-01-20 2016-12-02 5 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -2,000 144,005 -1.37 28.80 -57,600 4,147,347
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Non Qualified Stock Options (Right to Buy)
M - Exercise -6,789 0 -100.00
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Incentive Stock Options (Right to Buy)
M - Exercise -20,211 0 -100.00
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -528 146,005 -0.36 27.95 -14,758 4,080,843
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
D - Sale to Issuer -6,261 146,533 -4.10 27.95 -174,995 4,095,600
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
M - Exercise 6,789 152,794 4.65 21.11 143,316 3,225,484
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,588 146,005 -1.08 27.95 -44,385 4,080,843
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
D - Sale to Issuer -18,623 147,593 -11.20 27.95 -520,513 4,125,227
2016-11-30 2016-11-28 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
M - Exercise 20,211 166,216 13.84 21.11 426,654 3,508,822
2016-02-17 2016-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
D - Sale to Issuer -2,500 145,821 -1.69
2016-02-17 2016-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,688 148,321 -1.13 19.26 -32,511 2,856,667
2016-02-11 2016-02-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -391 150,009 -0.26 19.25 -7,527 2,887,678
2016-02-11 2016-02-09 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -745 150,400 -0.49 19.39 -14,446 2,916,261
2016-02-09 2016-02-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -440 151,145 -0.29 19.21 -8,452 2,903,500
2016-02-02 2016-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting)
A - Award 1,000 151,585 0.66
2015-02-18 2015-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
D - Sale to Issuer -2,500 150,240 -1.64
2015-02-18 2015-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,877 152,740 -1.21 19.00 -35,663 2,902,060
2015-02-11 2015-02-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,040 154,226 -0.67 19.00 -19,760 2,930,294
2015-02-11 2015-02-10 4/A UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -391 154,226 -0.25 19.00 -7,429 2,930,294
2015-02-10 2015-02-09 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -745 154,617 -0.48 18.93 -14,103 2,926,900
2015-02-10 2015-02-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -440 155,362 -0.28 19.17 -8,435 2,978,289
2015-02-02 2015-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting)
A - Award 1,000 155,802 0.65
2015-01-27 2014-12-23 5 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -1,000 154,518 -0.64 20.15 -20,150 3,113,531
2014-02-27 2014-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -2,500 154,590 -1.59
2014-01-31 2014-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted shares subject to vesting)
A - Award 1,000 157,090 0.64
2014-01-23 2013-12-23 5 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -1,000 155,618 -0.64 21.02 -21,020 3,271,089
2014-01-23 2013-12-20 5 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -2,000 155,618 -1.27 20.82 -41,640 3,239,966
2014-01-23 2013-07-05 5 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -1,000 155,618 -0.64 20.29 -20,290 3,157,488
2013-02-20 2013-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -817 161,980 -0.50 16.73 -13,668 2,709,927
2013-02-12 2013-02-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -327 162,797 -0.20 16.68 -5,454 2,715,455
2013-02-12 2013-02-09 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -622 163,124 -0.38 16.68 -10,375 2,720,910
2013-02-08 2013-02-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
P - Purchase 5,853 163,746 3.71 16.40 95,989 2,685,436
2013-02-08 2013-02-07 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common (Restricted Shares Subject to Vesting)
A - Award 5,853 157,893 3.85
2013-02-04 2013-02-02 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -145 152,040 -0.10 16.95 -2,458 2,577,079
2013-02-04 2013-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Incentive Stock Options (Right to Buy)
A - Award 6,230 6,230 16.88 105,162 105,162
2013-02-04 2013-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Non Qualified Stock Options (Right to Buy)
A - Award 2,770 2,770 16.88 46,758 46,758
2013-02-04 2013-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted Shares Subject to Vesting)
A - Award 7,500 152,185 5.18
2013-02-04 2013-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,215 144,685 -0.83 16.88 -20,509 2,442,284
2013-02-04 2012-12-12 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -4,000 145,075 -2.68 16.79 -67,160 2,435,808
2013-02-04 2012-09-18 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -2,000 148,245 -1.33 17.37 -34,740 2,575,014
2012-02-17 2012-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,568 148,519 -1.04 16.25 -25,480 2,413,427
2012-02-17 2012-02-15 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
D - Sale to Issuer -2,500 150,087 -1.64
2012-02-13 2012-02-09 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
P - Purchase 9,915 152,914 6.93 16.15 160,127 2,469,555
2012-02-13 2012-02-10 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -327 142,672 -0.23 16.06 -5,252 2,291,306
2012-02-13 2012-02-09 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted shares subject to vesting)
A - Award 9,915 142,999 7.45
2012-02-03 2012-02-02 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -145 133,084 -0.11 15.76 -2,285 2,097,398
2012-02-02 2012-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Incentive Stock Options (Right to Buy)
A - Award 9,000 9,000 14.80 133,200 133,200
2012-02-02 2012-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common Stock (Restricted shares subject to vesting)
A - Award 7,500 133,229 5.97
2012-02-02 2012-01-31 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
F - Taxes -1,029 126,758 -0.81 14.80 -15,229 1,876,013
2012-02-02 2011-12-29 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -2,000 125,860 -1.56 14.77 -29,540 1,858,946
2012-02-02 2011-12-12 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -500 127,860 -0.39 13.99 -6,995 1,788,756
2012-02-02 2011-12-12 4 UVSP UNIVEST CORP OF PENNSYLVANIA
Common
G - Gift -2,200 128,360 -1.69 14.10 -31,031 1,810,512
P
非衍生或衍生證券的公開市場或私下買入
S
非衍生或衍生證券的公開市場或私下賣出
A
公司向內部人員授予、獎勵或以其他方式獲取證券(例如股票期權)
C
衍生工具轉換
D
將證券賣出或轉讓回公司
F
使用從公司收到的證券的一部分來支付行使價或稅務負擔。
G
內部人士贈送或接收他人贈送公司股票
K
股權掉期和類似的避險交易
M
行使或轉換從公司獲得的衍生證券(例如期權)
V
內部人士透過Form 4自願報告的一筆交易
J
其他(附有交易描述的腳註)