簡介

本頁面提供了有關 Barbara J Desoer 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Barbara J Desoer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:DVA / DaVita Inc. Director 250
US:C / Citigroup Inc. Director 100,026
如何解讀這些圖表

以下圖表顯示了在Barbara J Desoer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 Barbara J Desoer 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
2026-05-18 2026-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 250 250
2026-03-17 2026-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 332 332
2025-11-17 2025-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 411 411
2025-08-19 2025-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 369 369
2025-05-16 2025-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 348 348
2025-03-18 2025-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 349 349
2025-01-06 2025-01-02 4 C CITIGROUP INC
Common Stock
A - Award 529 100,026 0.53
2024-11-19 2024-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 312 312
2024-08-19 2024-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 333 333
2024-05-17 2024-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 363 363
2024-05-14 2024-05-10 4 DVA DAVITA INC.
Common Stock
S - Sale -5,030 10,954 -31.47 138.81 -698,214 1,520,525
2024-03-19 2024-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 366 366
2024-01-04 2024-01-02 4 C CITIGROUP INC
Common Stock
A - Award 2,923 99,497 3.03
2023-11-17 2023-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 529 529
2023-08-17 2023-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 475 475
2023-05-17 2023-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 516 516
2023-05-12 2023-05-10 4 DVA DAVITA INC.
Common Stock
S - Sale -2,449 0 -100.00 101.61 -248,843
2023-05-12 2023-05-10 4 DVA DAVITA INC.
Common Stock
D - Sale to Issuer -4,716 2,449 -65.82 100.72 -474,996 246,663
2023-05-12 2023-05-10 4 DVA DAVITA INC.
Common Stock
M - Exercise 7,165 7,165 66.29 474,968 474,968
2023-03-17 2023-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 658 658
2023-01-24 2023-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -4,401 96,574 -4.36 49.37 -217,262 4,767,869
2023-01-04 2023-01-03 4 C CITIGROUP INC
Common Stock
A - Award 3,353 100,975 3.44
2022-11-16 2022-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 677 677
2022-08-16 2022-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 514 514
2022-06-06 2022-06-03 4 DVA DAVITA INC.
Common Stock
S - Sale -2,320 0 -100.00 97.42 -226,010
2022-06-01 2022-05-31 4 DVA DAVITA INC.
Common Stock
D - Sale to Issuer -4,858 2,320 -67.68 97.78 -475,015 226,850
2022-06-01 2022-05-31 4 DVA DAVITA INC.
Common Stock
M - Exercise 7,178 7,178 66.17 474,968 474,968
2022-05-17 2022-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 475 475
2022-03-16 2022-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 429 429
2022-02-25 2022-02-25 4 C CITIGROUP INC
Performance Share Units
A - Award 29,602 29,602
2022-02-14 2022-02-10 4 C CITIGROUP INC
Common Stock
A - Award 2,255 97,622 2.36
2022-01-24 2022-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -7,670 95,367 -7.44 64.24 -492,694 6,126,380
2021-11-17 2021-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 446 446
2021-08-17 2021-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 365 365
2021-05-18 2021-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 379 379
2021-05-17 2021-05-13 4 DVA DAVITA INC.
Stock Appreciation Rights
M - Exercise -5,015 0 -100.00
2021-05-17 2021-05-13 4 DVA DAVITA INC.
Common Stock
S - Sale -1,920 0 -100.00 126.01 -241,945
2021-05-17 2021-05-13 4 DVA DAVITA INC.
Common Stock
D - Sale to Issuer -3,095 1,920 -61.71 122.78 -380,004 235,738
2021-05-17 2021-05-13 4 DVA DAVITA INC.
Common Stock
M - Exercise 5,015 5,015 75.77 379,987 379,987
2021-03-17 2021-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 436 436
2021-02-12 2021-02-11 4 C CITIGROUP INC
Common Stock
A - Award 2,378 103,037 2.36
2021-01-22 2021-01-20 4 C CITIGROUP INC
Performance Share Units
A - Award 7,597 7,597
2021-01-22 2021-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -11,199 100,659 -10.01 63.69 -713,279 6,410,944
2020-11-17 2020-11-17 4 DVA DAVITA INC.
Common Stock
S - Sale -1,388 430 -76.35 111.00 -154,068 47,730
2020-11-17 2020-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 430 1,818 30.98
2020-11-17 2020-11-11 4/A DVA DAVITA INC.
Common Stock
D - Sale to Issuer -1,632 1,388 -54.04 107.17 -174,901 148,752
2020-11-17 2020-11-11 4/A DVA DAVITA INC.
Common Stock
D - Sale to Issuer -796 3,020 -20.86 107.17 -85,307 323,653
2020-11-13 2020-11-11 4 DVA DAVITA INC.
Stock Appreciation Rights
M - Exercise -1,223 1,223 -50.00
2020-11-13 2020-11-11 4 DVA DAVITA INC.
Stock Appreciation Rights
M - Exercise -2,593 2,593 -50.00
2020-11-13 2020-11-11 4 DVA DAVITA INC.
Common Stock
M - Exercise 1,223 3,816 47.17 69.71 85,255 266,013
2020-11-13 2020-11-11 4 DVA DAVITA INC.
Common Stock
M - Exercise 2,593 2,593 67.45 174,898 174,898
2020-08-18 2020-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 578 578
2020-05-19 2020-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 599 599
2020-03-17 2020-03-15 4 DVA DAVITA INC.
Common Stock
A - Award 625 625
2020-02-14 2020-02-13 4 C CITIGROUP INC
Common Stock
A - Award 1,901 111,858 1.73
2020-01-22 2020-01-20 4 C CITIGROUP INC
Performance Share Units
A - Award 37,341 37,341
2020-01-22 2020-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -16,677 109,957 -13.17 81.12 -1,352,831 8,919,707
2019-11-19 2019-11-15 4 DVA DAVITA INC.
Common Stock
A - Award 671 671
2019-08-16 2019-08-15 4 DVA DAVITA INC.
Common Stock
A - Award 814 814
2019-07-02 2019-07-01 4 C CITIGROUP INC
Common Stock
A - Award 1,658 126,634 1.33
2019-05-17 2019-05-15 4 DVA DAVITA INC.
Common Stock
A - Award 946 946
2019-04-03 2019-04-01 4 DVA DAVITA INC.
Common Stock
A - Award 437 437
2019-02-15 2019-02-14 4 C CITIGROUP INC
Common Stock
A - Award 33,639 124,976 36.83
2019-01-23 2019-01-20 4 C CITIGROUP INC
Performance Share Units
A - Award 38,662 38,662
2019-01-23 2019-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -14,427 91,338 -13.64 63.12 -910,615 5,765,224
2019-01-03 2018-12-31 4 DVA DAVITA INC.
Common Stock
A - Award 462 462
2018-10-02 2018-09-30 4 DVA DAVITA INC.
Common Stock
A - Award 332 332
2018-07-03 2018-06-30 4 DVA DAVITA INC.
Common Stock
A - Award 342 342
2018-05-17 2018-05-15 4 DVA DAVITA INC.
Stock Appreciation Rights
A - Award 7,165 7,165
2018-04-03 2018-03-31 4 DVA DAVITA INC.
Common Stock
A - Award 360 360 65.94 23,738 23,738
2018-02-16 2018-02-15 4 C CITIGROUP INC
Common Stock
A - Award 26,196 105,764 32.92
2018-01-24 2018-01-22 4 C CITIGROUP INC
Performance Share Unit
A - Award 9,403 9,403
2018-01-24 2018-01-22 4 C CITIGROUP INC
Common Stock
F - Taxes -11,381 79,569 -12.51 78.19 -889,866 6,221,473
2018-01-03 2017-12-31 4 DVA DAVITA INC.
Common Stock
A - Award 329 329 72.25 23,770 23,770
2017-10-03 2017-09-30 4 DVA DAVITA INC.
Common Stock
A - Award 400 400
2017-07-05 2017-06-30 4 DVA DAVITA INC.
Common Stock
A - Award 367 367
2017-06-20 2017-06-16 4 DVA DAVITA INC.
Stock Appreciation Rights
A - Award 7,178 7,178
2017-04-04 2017-03-31 4 DVA DAVITA INC.
Common Stock
A - Award 349 349
2017-02-17 2017-02-16 4 C CITIGROUP INC
Common Stock
A - Award 30,595 90,949 50.69
2017-01-24 2017-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -7,178 60,355 -10.63 56.58 -406,106 3,414,580
2017-01-04 2016-12-31 4 DVA DAVITA INC.
Common Stock
A - Award 370 370
2016-10-04 2016-09-30 4 DVA DAVITA INC.
Common Stock
A - Award 359 666 116.94
2016-07-05 2016-06-30 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Common Stock
A - Award 307 307
2016-06-22 2016-06-20 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Stock Appreciation Rights
A - Award 5,015 5,015
2016-05-11 2016-01-14 4/A DVA DAVITA HEALTHCARE PARTNERS INC.
Stock Appreciation Rights
A - Award 2,593 2,593
2016-04-20 2016-04-18 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Common Stock
G - Gift -642 0 -100.00
2016-04-04 2016-03-31 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Common Stock
A - Award 324 642 101.89
2016-02-18 2016-02-16 4 C CITIGROUP INC
Common Stock
A - Award 46,559 67,533 221.98
2016-01-22 2016-01-20 4 C CITIGROUP INC
Common Stock
F - Taxes -2,396 20,974 -10.25 40.23 -96,379 843,874
2016-01-19 2016-01-14 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Stock Appreciation Rights
A - Award 2,593 2,593
2016-01-05 2015-12-31 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Stock Appreciation Rights
A - Award 1,223 1,223
2016-01-05 2015-12-31 4 DVA DAVITA HEALTHCARE PARTNERS INC.
Common Stock
A - Award 318 318
2015-10-09 3 DVA DAVITA HEALTHCARE PARTNERS INC.
No securities are beneficially owned
0
2015-02-20 2015-02-18 4 C CITIGROUP INC
Common Stock
A - Award 22,370 23,370 2,236.99
2014-04-17 2014-04-15 4 C CITIGROUP INC
Common Stock
P - Purchase 1,000 1,000 48.19 48,190 48,190
2014-04-03 3 C CITIGROUP INC
No securities are beneficially owned.
0
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)