簡介

本頁面提供了有關 Burkart John F. 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Burkart John F.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:WELL / Welltower Inc. Vice Chairman and COO 1,644
US:ESS / Essex Property Trust, Inc. Sr. EVP & COO 26,912
如何解讀這些圖表

以下圖表顯示了在Burkart John F.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。

歷史內部人交易

該表格顯示了由 Burkart John F. 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
2025-12-02 2025-11-28 4 WELL WELLTOWER INC.
Common Stock
A - Award 39 1,644 2.43 131.94 5,146 216,909
2025-10-31 2025-05-30 4 WELL WELLTOWER INC.
Common Stock
A - Award 141 1,605 9.63 113.93 16,064 182,858
2024-12-10 2024-11-29 4 WELL WELLTOWER INC.
Common Stock
A - Award 119 1,464 8.85 104.06 12,383 152,344
2024-12-10 2024-05-31 4 WELL WELLTOWER INC.
Common Stock
A - Award 140 1,345 11.62 89.46 12,524 120,324
2023-12-06 2023-11-30 4 WELL WELLTOWER INC.
Common Stock
A - Award 217 1,205 21.96 63.42 13,762 76,420
2023-12-06 2023-05-31 4 WELL WELLTOWER INC.
Common Stock
A - Award 124 988 14.35 60.34 7,482 59,618
2023-01-05 2023-01-03 4 WELL WELLTOWER INC.
Common Stock
D - Sale to Issuer -2,407 864 -73.59
2022-12-21 2022-11-30 4 WELL WELLTOWER INC.
Common Stock
A - Award 134 3,271 4.27 60.38 8,090 197,490
2022-12-21 2022-05-31 4 WELL WELLTOWER INC.
Common Stock
A - Award 166 3,137 5.59 67.46 11,198 211,609
2022-01-18 2022-01-15 4 WELL WELLTOWER INC.
Common Stock
F - Taxes -239 2,971 -7.45 87.51 -20,915 259,992
2022-01-14 2022-01-12 4 WELL WELLTOWER INC.
Employee Stock Option (right to buy)
A - Award 42,898 42,898
2021-07-21 3 WELL WELLTOWER INC.
Common Stock
0
2021-07-21 2021-07-19 4 WELL WELLTOWER INC.
Common Stock
A - Award 3,210 3,210
2020-03-12 2020-03-10 4 ESS ESSEX PROPERTY TRUST, INC.
Operating Partnership Units
C - Conversion 7,000 26,912 35.15
2020-03-12 2020-03-10 4 ESS ESSEX PROPERTY TRUST, INC.
Series Z-1 Incentive Units
C - Conversion -7,000 0 -100.00 1.00 -7,000
2020-02-24 2020-02-21 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise -6,793 0 -100.00
2020-02-24 2020-02-21 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale -6,793 2,257 -75.06 327.06 -2,221,719 738,174
2020-02-24 2020-02-21 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise 6,793 9,050 300.97 240.61 1,634,464 2,177,520
2020-02-12 2020-02-11 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise X -2,503 0 -100.00
2020-02-12 2020-02-11 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale X -2,503 2,257 -52.58 318.00 -795,954 717,726
2020-02-12 2020-02-11 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise X 2,503 4,760 110.90 219.22 548,708 1,043,487
2020-02-04 2020-02-03 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale X -1,656 2,257 -42.32 311.01 -515,033 701,950
2020-01-23 2020-01-22 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise X -4,400 2,503 -63.74
2020-01-23 2020-01-22 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale X -4,400 3,913 -52.93 312.89 -1,376,716 1,224,339
2020-01-23 2020-01-22 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise X 4,400 8,313 112.45 219.22 964,568 1,822,376
2020-01-14 2020-01-14 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
F - Taxes -1,668 3,913 -29.89 305.50 -509,574 1,195,422
2020-01-14 2020-01-10 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
A - Award 1,662 5,581 42.41
2019-12-16 2019-12-04 4/A ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
A - Award 19,637 19,637
2019-12-05 2019-12-04 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
A - Award 19,291 19,291
2019-09-03 2019-08-30 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise -1,546 0 -100.00
2019-09-03 2019-08-30 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale -1,546 3,919 -28.29 321.99 -497,797 1,261,879
2019-09-03 2019-08-30 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise 1,546 5,465 39.45 240.61 371,983 1,314,934
2019-08-30 2019-08-29 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise -5,247 1,546 -77.24
2019-08-30 2019-08-29 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale -5,247 3,919 -57.24 321.29 -1,685,809 1,259,136
2019-08-30 2019-08-29 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise 5,247 9,166 133.89 240.61 1,262,481 2,205,431
2019-08-16 2019-08-15 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise -13,807 0 -100.00
2019-08-16 2019-08-15 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale -13,807 3,919 -77.89 312.62 -4,316,344 1,225,158
2019-08-16 2019-08-15 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise 13,807 17,726 352.31 219.22 3,026,771 3,885,894
2019-03-18 2019-03-14 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale -1,413 3,919 -26.50 290.22 -410,081 1,137,372
2019-03-18 2019-03-14 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
F - Taxes -1,400 5,332 -20.80 285.73 -400,022 1,523,512
2018-12-20 2018-12-19 4 ESS ESSEX PROPERTY TRUST, INC.
Stock Option (Right to Purchase)
M - Exercise -332 0 -100.00
2018-12-20 2018-12-19 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
S - Sale -332 6,732 -4.70 255.51 -84,829 1,720,093
2018-12-20 2018-12-19 4 ESS ESSEX PROPERTY TRUST, INC.
Common Stock
M - Exercise 332 7,064 4.93 152.63 50,673 1,078,178
2018-12-10 2018-12-06 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
A - Award 17,716 17,716
2018-12-07 2018-12-05 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 803 6,732 13.54
2018-10-31 2018-10-30 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -834 0 -100.00
2018-10-31 2018-10-30 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -834 5,929 -12.33 256.11 -213,596 1,518,476
2018-10-31 2018-10-30 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 834 6,763 14.07 152.63 127,293 1,032,237
2018-05-14 2018-05-11 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -1,000 0 -100.00
2018-05-14 2018-05-11 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -1,500 0 -100.00
2018-05-14 2018-05-11 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -1,000 5,929 -14.43 243.17 -243,170 1,441,755
2018-05-14 2018-05-11 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 1,000 6,929 16.87 152.63 152,630 1,057,573
2018-05-14 2018-05-11 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -1,500 5,929 -20.19 243.21 -364,815 1,441,992
2018-05-14 2018-05-11 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 1,500 7,429 25.30 143.03 214,545 1,062,570
2018-03-14 2018-03-13 4 ESS ESSEX PROPERTY TRUST INC
Operating Partnership Units
C - Conversion 7,500 19,912 60.43
2018-03-14 2018-03-13 4 ESS ESSEX PROPERTY TRUST INC
Series Z-1 Incentive Units
C - Conversion -7,500 0 -100.00 1.00 -7,500
2017-12-15 2017-12-07 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
A - Award 20,385 20,385
2017-12-15 2017-12-07 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 641 5,929 12.12
2017-12-15 2017-12-07 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 803 5,288 17.90
2017-11-13 2017-11-10 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -667 0 -100.00
2017-11-13 2017-11-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award -667 4,485 -12.95 257.60 -171,819 1,155,336
2017-11-13 2017-11-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 667 5,152 14.87 152.63 101,804 786,350
2017-08-02 2017-08-01 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -333 0 -100.00
2017-08-02 2017-08-01 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -333 4,485 -6.91 261.84 -87,193 1,174,352
2017-08-02 2017-08-01 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 333 4,818 7.42 152.63 50,826 735,371
2017-05-22 2017-05-19 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -167 0 -100.00
2017-05-22 2017-05-19 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -167 4,485 -3.59 254.75 -42,543 1,142,554
2017-05-22 2017-05-19 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 167 4,652 3.72 152.63 25,489 710,035
2017-05-10 2017-05-08 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -6,667 0 -100.00
2017-05-10 2017-05-08 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -6,667 4,485 -59.78 248.71 -1,658,150 1,115,464
2017-05-10 2017-05-08 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 6,667 11,152 148.65 152.63 1,017,584 1,702,130
2017-02-13 2017-02-10 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -3,000 1,500 -66.67
2017-02-13 2017-02-10 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise -500 0 -100.00
2017-02-13 2017-02-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -3,000 4,485 -40.08 228.74 -686,220 1,025,899
2017-02-13 2017-02-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -500 7,485 -6.26 228.61 -114,305 1,711,146
2017-02-13 2017-02-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 3,000 7,985 60.18 143.03 429,090 1,142,095
2017-02-13 2017-02-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 500 4,985 11.15 132.03 66,015 658,170
2016-12-09 2016-12-08 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
A - Award 20,710 20,710
2016-12-09 2016-12-08 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 1,662 4,485 58.87
2015-12-18 2015-12-18 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise X -3,000 4,500 -40.00
2015-12-18 2015-12-18 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale X -3,000 2,823 -51.52 236.85 -710,550 668,628
2015-12-18 2015-12-18 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise X 3,000 5,823 106.27 143.03 429,090 832,864
2015-12-16 2015-12-14 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise X -1,000 500 -66.67
2015-12-16 2015-12-14 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale X -1,000 2,823 -26.16 232.03 -232,030 655,021
2015-12-16 2015-12-14 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise X 1,000 3,823 35.42 132.03 132,030 504,751
2015-12-15 2015-12-10 4/A ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 938 2,823 49.76
2015-12-14 2015-12-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 1,875 3,760 99.47
2015-12-14 2015-12-10 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
A - Award 1,875 3,760 99.47
2015-12-11 2015-12-09 4 ESS ESSEX PROPERTY TRUST INC
LTIP Units
A - Award 832 2,394 53.22
2015-12-11 2015-12-09 4 ESS ESSEX PROPERTY TRUST INC
LTIP Units
A - Award 1,663 4,788 53.22
2015-08-20 2015-08-18 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to purchase)
M - Exercise -3,500 1,500 -70.00
2015-08-20 2015-08-18 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -3,500 10 -99.72 232.03 -812,105 2,320
2015-08-20 2015-08-18 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 3,500 3,510 35,000.00 132.03 462,105 463,425
2015-02-11 2015-02-09 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to Purchase)
M - Exercise 7,500 7,500
2015-02-11 2015-02-09 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -7,500 10 -99.87 221.94 -1,664,550 2,219
2015-02-11 2015-02-09 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
M - Exercise 7,500 7,510 75,000.00 143.03 1,072,725 1,074,155
2014-12-11 2014-12-10 4 ESS ESSEX PROPERTY TRUST INC
LTIP Units
A - Award 3,000 5,000 150.00
2014-12-11 2014-12-09 4 ESS ESSEX PROPERTY TRUST INC
LTIP Units
A - Award 1,562 1,562
2014-12-11 2014-12-09 4 ESS ESSEX PROPERTY TRUST INC
LTIP Units
A - Award 3,125 3,125
2013-12-12 2013-12-10 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (right to purchase)
A - Award 10,000 30,000 50.00
2013-12-12 2013-12-10 4 ESS ESSEX PROPERTY TRUST INC
LTIP Units
A - Award 2,000 2,000
2012-12-26 2012-12-11 4 ESS ESSEX PROPERTY TRUST INC
Stock Option (Right to purchase)
A - Award 15,000 20,000 300.00
2012-03-07 2012-03-05 4 ESS ESSEX PROPERTY TRUST INC
Common Stock
S - Sale -2,132 10 -99.53 143.26 -305,430 1,433
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)