健康股權公司
US ˙ NasdaqGS ˙ US42226A1079

簡介

本頁面提供了有關 Ashley Dreier 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Ashley Dreier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:EXR / Extra Space Storage Inc. Director 3,124
US:HQY / HealthEquity, Inc. Former Exec, VP, CTO and CIO 0
如何解讀這些圖表

以下圖表顯示了在Ashley Dreier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。

HQY / HealthEquity, Inc.內部人士買入 - 短期收益分析

在這一部分,我們分析了在 HQY / HealthEquity, Inc. 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(%)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

HQY / HealthEquity, Inc. Insider Trades
HQY / HealthEquity, Inc.內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 HQY / HealthEquity, Inc. 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($)
避免的
最高損失率($)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

HQY / HealthEquity, Inc. Insider Trades
歷史內部人交易

該表格顯示了由 Ashley Dreier 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
2020-11-13 2020-11-11 4 EXR Extra Space Storage Inc.
Common Stock
D - Sale to Issuer -713 3,124 -18.58
2020-09-03 2020-09-02 4 HQY HEALTHEQUITY, INC.
Stock Option (right to buy)
M - Exercise X -16,250 0 -100.00
2020-09-03 2020-09-02 4 HQY HEALTHEQUITY, INC.
Common Stock
S - Sale X -16,250 42,444 -27.69 60.00 -975,000 2,546,640
2020-09-03 2020-09-02 4 HQY HEALTHEQUITY, INC.
Common Stock
M - Exercise X 16,250 58,694 38.29 24.36 395,850 1,429,786
2020-05-18 2020-05-14 4 EXR Extra Space Storage Inc.
Common Stock
A - Award 1,426 3,837 59.15 84.20 120,069 323,075
2020-04-08 2020-04-06 4 HQY HEALTHEQUITY, INC.
Common Stock
F - Taxes -2,647 42,444 -5.87 43.97 -116,376 1,866,059
2020-04-08 2020-04-06 4 HQY HEALTHEQUITY, INC.
Common Stock
F - Taxes -7,701 45,091 -14.59 43.97 -338,576 1,982,435
2020-04-02 2020-03-31 4 HQY HEALTHEQUITY, INC.
Common Stock
A - Award 13,351 52,792 33.85
2020-04-02 2020-03-31 4 HQY HEALTHEQUITY, INC.
Common Stock
A - Award 4,528 39,441 12.97
2020-04-02 2020-03-31 4 HQY HEALTHEQUITY, INC.
Common Stock
A - Award 6,121 34,913 21.26
2020-03-30 2020-03-27 4 HQY HEALTHEQUITY, INC.
Common Stock
F - Taxes -551 28,792 -1.88 52.22 -28,775 1,503,605
2020-03-30 2020-03-27 4 HQY HEALTHEQUITY, INC.
Common Stock
F - Taxes -677 29,343 -2.26 52.21 -35,349 1,532,124
2020-03-30 2020-03-26 4 HQY HEALTHEQUITY, INC.
Common Stock
F - Taxes -724 30,020 -2.35 55.33 -40,059 1,661,031
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Stock Option (right to buy)
M - Exercise X -4,000 0 -100.00
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Stock Option (right to buy)
M - Exercise X -16,250 16,250 -50.00
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Common Stock
S - Sale X -1,779 30,744 -5.47 71.60 -127,370 2,201,160
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Common Stock
S - Sale X -4,964 32,523 -13.24 70.83 -351,610 2,303,669
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Common Stock
S - Sale X -4,056 37,487 -9.76 71.55 -290,211 2,682,236
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Common Stock
S - Sale X -16,194 41,543 -28.05 70.88 -1,147,772 2,944,418
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Common Stock
M - Exercise X 4,000 57,737 7.44 14.00 56,000 808,318
2020-01-27 2020-01-24 4 HQY HEALTHEQUITY, INC.
Common Stock
M - Exercise X 16,250 53,737 43.35 24.36 395,850 1,309,033
2019-05-24 2019-05-22 4 EXR Extra Space Storage Inc.
Common Stock
A - Award 1,130 2,411 88.21 106.25 120,062 256,169
2019-04-09 2019-04-05 4 HQY HEALTHEQUITY INC
Common Stock
F - Taxes -1,702 37,487 -4.34 76.14 -129,590 2,854,260
2019-03-28 2019-03-27 4 HQY HEALTHEQUITY INC
Common Stock
F - Taxes -417 39,189 -1.05 73.61 -30,695 2,884,702
2019-03-28 2019-03-27 4 HQY HEALTHEQUITY INC
Commom Stock
F - Taxes -376 39,606 -0.94 73.61 -27,677 2,915,398
2019-03-28 2019-03-26 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
A - Award 4,000 4,000
2019-03-28 2019-03-26 4 HQY HEALTHEQUITY INC
Common Stock
A - Award 6,793 39,982 20.47
2018-05-24 2018-05-23 4 EXR Extra Space Storage Inc.
Common Stock
A - Award 1,281 1,281 93.74 120,081 120,081
2018-05-23 3 EXR Extra Space Storage Inc.
Common Stock
0
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -16,250 32,500 -33.33
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -3,000 0 -100.00
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -16,750 0 -100.00
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,700 33,189 -10.03 71.77 -265,540 2,381,895
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -32,300 36,889 -46.68 70.85 -2,288,374 2,613,493
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 16,250 69,189 30.70 24.36 395,850 1,685,444
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 3,000 52,939 6.01 14.00 42,000 741,146
2018-05-16 2018-05-14 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 16,750 49,939 50.47 1.50 25,125 74,908
2018-05-04 2018-05-02 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -3,000 3,000 -50.00
2018-05-04 2018-05-02 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,000 33,189 -8.29 67.00 -201,000 2,223,663
2018-05-04 2018-05-02 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 3,000 36,189 9.04 14.00 42,000 506,646
2018-05-02 2018-04-30 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -16,250 48,750 -25.00
2018-05-02 2018-04-30 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -16,250 33,189 -32.87 67.00 -1,088,750 2,223,663
2018-05-02 2018-04-30 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 16,250 49,439 48.96 24.36 395,850 1,204,334
2018-04-09 2018-04-05 4 HQY HEALTHEQUITY INC
Common Stock
A - Award 23,577 33,189 245.29
2018-03-29 2018-03-27 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
A - Award 3,000 6,000 100.00
2018-03-29 2018-03-27 4 HQY HEALTHEQUITY INC
Common Stock
F - Taxes -631 9,612 -6.16 63.50 -40,068 610,362
2018-03-29 2018-03-27 4 HQY HEALTHEQUITY INC
Common Stock
A - Award 4,591 10,243 81.23
2018-03-22 2018-03-22 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -55,750 16,750 -76.90
2018-03-22 2018-03-22 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -55,750 5,652 -90.80 67.00 -3,735,250 378,684
2018-03-22 2018-03-22 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 55,750 61,402 986.38 1.50 83,625 92,103
2018-03-22 2018-03-20 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -15,407 72,500 -17.53
2018-03-22 2018-03-20 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -15,407 5,652 -73.16 60.00 -924,420 339,120
2018-03-22 2018-03-20 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 15,407 21,059 272.59 1.50 23,110 31,588
2018-03-16 2018-03-14 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -12,093 87,907 -12.09
2018-03-16 2018-03-14 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -20,500 0 -100.00
2018-03-16 2018-03-14 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -32,593 5,652 -85.22 60.00 -1,955,580 339,120
2018-03-16 2018-03-14 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 20,500 38,245 115.53 1.50 30,750 57,368
2018-03-16 2018-03-14 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 12,093 17,745 213.96 1.50 18,140 26,618
2018-01-30 2018-01-29 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -12,000 20,500 -36.92
2018-01-30 2018-01-29 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -12,000 5,652 -67.98 52.00 -624,000 293,904
2018-01-30 2018-01-29 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 12,000 17,652 212.31 1.50 18,000 26,478
2017-12-06 2017-12-04 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -10,000 32,500 -23.53
2017-12-06 2017-12-04 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,301 5,652 -36.87 51.86 -171,187 293,108
2017-12-06 2017-12-04 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,173 8,953 -26.17 51.08 -162,090 457,356
2017-12-06 2017-12-04 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,526 12,126 -22.53 50.02 -176,380 606,574
2017-12-06 2017-12-04 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 10,000 15,652 176.93 1.50 15,000 23,478
2017-09-08 2017-09-06 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -10,000 42,500 -19.05
2017-09-08 2017-09-06 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -10,000 5,652 -63.89 45.50 -455,000 257,166
2017-09-08 2017-09-06 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 10,000 15,652 176.93 1.50 15,000 23,478
2017-06-07 2017-06-05 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -10,000 52,500 -16.00
2017-06-07 2017-06-05 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,200 5,652 -36.15 48.24 -154,370 272,656
2017-06-07 2017-06-05 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -6,800 8,852 -43.44 47.61 -323,775 421,478
2017-06-07 2017-06-05 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 10,000 15,652 176.93 1.50 15,000 23,478
2017-03-29 2017-03-27 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
A - Award 2,000 3,000 200.00
2017-03-29 2017-03-27 4 HQY HEALTHEQUITY INC
Common Stock
A - Award 5,652 5,652
2017-03-22 2017-03-20 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -5,000 62,500 -7.41
2017-03-22 2017-03-20 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -5,000 0 -100.00 45.80 -229,016
2017-03-22 2017-03-20 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 5,000 5,000 1.50 7,500 7,500
2016-11-30 2016-11-28 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -5,000 67,500 -6.90
2016-11-30 2016-11-28 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -5,000 0 -100.00 43.38 -216,888
2016-11-30 2016-11-28 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 5,000 5,000 1.50 7,500 7,500
2016-09-08 2016-09-06 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -5,000 72,500 -6.45
2016-09-08 2016-09-06 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -5,000 0 -100.00 33.48 -167,416
2016-09-08 2016-09-06 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 5,000 5,000 1.50 7,500 7,500
2016-09-06 2016-09-01 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -10,000 77,500 -11.43
2016-09-06 2016-09-01 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -10,000 0 -100.00 32.28 -322,817
2016-09-06 2016-09-01 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 10,000 10,000 1.50 15,000 15,000
2016-03-25 2016-03-23 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
A - Award 65,000 65,000
2016-03-25 2016-03-23 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
A - Award 1,000 1,000
2015-12-03 2015-12-01 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -3,125 87,500 -3.45
2015-12-03 2015-12-01 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -1,400 0 -100.00 32.71 -45,794
2015-12-03 2015-12-01 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -1,725 1,400 -55.20 32.01 -55,214 44,812
2015-12-03 2015-12-01 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 3,125 3,125 1.50 4,688 4,688
2015-09-04 2015-09-03 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -3,125 90,625 -3.33
2015-09-04 2015-09-03 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,125 0 -100.00 30.00 -93,750
2015-09-04 2015-09-03 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 3,125 3,125 1.50 4,688 4,688
2015-06-16 2015-06-15 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -3,125 93,750 -3.23
2015-06-16 2015-06-15 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,125 0 -100.00 28.50 -89,062
2015-06-16 2015-06-15 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 3,125 3,125 1.50 4,688 4,688
2015-04-30 2015-04-28 4 HQY HEALTHEQUITY INC
Stock Option (right to buy)
M - Exercise X -3,125 96,875 -3.12
2015-04-30 2015-04-28 4 HQY HEALTHEQUITY INC
Common Stock
S - Sale X -3,125 0 -100.00 27.00 -84,375
2015-04-30 2015-04-28 4 HQY HEALTHEQUITY INC
Common Stock
M - Exercise X 3,125 3,125 1.50 4,688 4,688
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)