簡介

本頁面提供了有關 Julia M Lawler 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Julia M Lawler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:PFG / Principal Financial Group, Inc. 48,610
如何解讀這些圖表

以下圖表顯示了在Julia M Lawler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 Julia M Lawler 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
2021-02-24 2021-02-22 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale -3,000 48,610 -5.81 59.85 -179,550 2,909,308
2021-02-10 2021-02-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
M - Exercise -2,470 0 -100.00
2021-02-10 2021-02-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
M - Exercise -2,470 0 -100.00
2021-02-10 2021-02-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
M - Exercise -2,470 0 -100.00
2021-02-10 2021-02-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale -7,410 51,610 -12.56 53.93 -399,621 2,783,327
2021-02-10 2021-02-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
M - Exercise 7,410 59,020 14.36 44.88 332,561 2,648,818
2021-02-10 2021-02-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale -1,000 51,610 -1.90 53.93 -53,930 2,783,327
2021-01-08 2021-01-06 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 52,610 -1.87 50.00 -50,000 2,630,500
2021-01-08 2021-01-06 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -94 53,610 -0.18 51.10 -4,803 2,739,471
2020-12-23 2020-12-21 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 86 53,704 0.16
2020-12-03 2020-12-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 47,111 -2.08 50.00 -50,000 2,355,550
2020-11-20 2020-11-18 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -11,000 48,111 -18.61 50.00 -550,000 2,405,550
2020-09-29 2020-09-25 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 81 5,679 1.45 38.63 3,129 219,380
2020-09-29 2020-09-25 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 105 53,618 0.20
2020-06-30 2020-06-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 79 5,598 1.43 39.14 3,092 219,086
2020-06-30 2020-06-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 102 53,513 0.19
2020-03-31 2020-03-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 93 5,518 1.72 32.60 3,038 179,903
2020-03-31 2020-03-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 120 52,963 0.23
2020-03-02 2020-02-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
F - Taxes -1,526 52,843 -2.81 46.81 -71,432 2,473,581
2020-02-26 2020-02-24 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
A - Award 34,230 34,230
2019-12-31 2019-12-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 54 5,425 1.00 54.76 2,952 297,095
2019-12-31 2019-12-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award -124 52,843 -0.23
2019-12-04 2019-12-02 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 52,714 -1.86 54.63 -54,630 2,879,766
2019-11-04 2019-11-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 53,714 -1.83 53.94 -53,940 2,897,333
2019-10-03 2019-10-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 54,714 -1.79 57.56 -57,560 3,149,338
2019-10-01 2019-09-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 51 5,371 0.96 57.37 2,926 308,157
2019-10-01 2019-09-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 117 55,719 0.21
2019-09-04 2019-09-03 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 55,602 -1.77 52.95 -52,950 2,944,126
2019-08-02 2019-08-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 56,602 -1.74 57.99 -57,990 3,282,350
2019-07-02 2019-07-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X -1,000 57,602 -1.71 58.54 -58,540 3,372,021
2019-07-02 2019-06-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 49 5,320 0.93 57.92 2,844 308,158
2019-07-02 2019-06-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 113 58,602 0.19
2019-06-03 2019-06-03 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X 1,000 57,920 1.76 51.50 51,500 2,982,880
2019-05-01 2019-05-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X 1,000 58,920 1.73 57.25 57,250 3,373,170
2019-04-02 2019-04-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X 1,000 59,049 1.72 50.74 50,740 2,996,146
2019-04-02 2019-03-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 56 5,271 1.08 50.19 2,816 264,567
2019-04-02 2019-03-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 129 60,049 0.22
2019-03-04 2019-03-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X 1,000 59,920 1.70 52.38 52,380 3,138,610
2019-02-27 2019-02-25 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
A - Award 33,000 33,000
2019-02-05 2019-02-01 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X 1,000 60,920 1.67 50.17 50,170 3,056,356
2019-01-22 2019-01-18 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
S - Sale X 1,000 61,920 1.64 50.00 50,000 3,096,000
2019-01-02 2018-12-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 64 5,215 1.24 43.56 2,783 227,170
2019-01-02 2018-12-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 688 62,920 1.11
2018-10-02 2018-09-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 46 5,151 0.90 58.59 2,707 301,815
2018-10-02 2018-09-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 497 62,222 0.81
2018-07-03 2018-06-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 50 5,105 0.98 52.95 2,632 270,315
2018-07-03 2018-06-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 536 61,718 0.88
2018-04-02 2018-03-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 42 5,056 0.84 60.91 2,558 307,931
2018-04-02 2018-03-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 426 60,819 0.71
2018-02-28 2018-02-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
A - Award 9,430 9,430
2018-02-28 2018-02-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 1,563 60,389 2.66
2018-02-28 2018-02-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 4,215 58,826 7.72
2018-01-10 3 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
110,450
2018-01-10 3 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
57,067
2018-01-10 3 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
110,450
2018-01-10 3 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
57,067
2013-01-02 2012-12-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 89 11,979 0.75 28.08 2,491 336,359
2012-12-26 2012-12-21 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 28.05 808
2012-12-10 2012-12-07 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 11,861 0.25 27.66 808 328,078
2012-11-28 2012-11-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 11,832 0.25 27.59 808 326,442
2012-11-13 2012-11-09 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 30 11,803 0.26 26.71 807 315,247
2012-10-29 2012-10-26 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 11,772 0.25 27.70 809 326,095
2012-10-15 2012-10-12 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 30 11,743 0.26 26.92 808 316,127
2012-10-02 2012-09-28 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 120 11,713 1.04 26.94 3,235 315,554
2012-09-17 2012-09-14 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 28 11,593 0.24 29.16 808 338,055
2012-09-04 2012-08-31 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 11,565 0.25 27.44 807 317,355
2012-08-21 2012-08-17 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 30 11,536 0.26 26.55 807 306,278
2012-08-07 2012-08-03 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 31 11,506 0.27 26.11 807 300,409
2012-07-24 2012-07-20 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 32 11,475 0.28 25.58 808 293,520
2012-07-10 2012-07-06 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 31 11,443 0.27 26.04 807 297,976
2012-07-03 2012-06-29 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 77 11,412 0.68 26.23 2,028 299,337
2012-06-26 2012-06-22 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 32 11,335 0.29 24.85 808 281,667
2012-06-11 2012-06-08 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 33 11,302 0.29 24.81 809 280,408
2012-05-29 2012-05-25 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 33 11,270 0.29 24.44 809 275,431
2012-05-22 2012-05-20 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
F - Taxes -605 31,058 -1.91 23.47 -14,199 728,931
2012-05-15 2012-05-11 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 32 11,237 0.29 25.22 807 283,387
2012-04-30 2012-04-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 11,205 0.26 27.69 809 310,255
2012-04-16 2012-04-13 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 29 11,175 0.26 27.71 809 309,670
2012-04-03 2012-03-30 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 95 11,146 0.86 29.51 2,792 328,924
2012-04-03 2012-03-30 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
A - Award 11 31,663 0.03
2012-03-20 2012-03-16 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 27 11,052 0.25 29.17 793 322,375
2012-03-12 2012-03-09 4 PFG PRINCIPAL FINANCIAL GROUP INC
Phantom Stock Units
A - Award 511 11,024 4.86 27.14 13,874 299,202
2012-02-29 2012-02-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Employee Stock Option (Right to Buy)
A - Award 16,670 16,670
2012-02-29 2012-02-27 4 PFG PRINCIPAL FINANCIAL GROUP INC
Common Stock
F - Taxes -3,321 31,611 -9.51 27.46 -91,195 868,038
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)