西北銀行股份公司
US ˙ NasdaqGS ˙ US6673401039

簡介

本頁面提供了有關 Julia W McTavish 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 W McTavish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:NWBI / Northwest Bancshares, Inc. EVP, Human Resources 7,490
如何解讀這些圖表

以下圖表顯示了在Julia W McTavish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。

NWBI / Northwest Bancshares, Inc.內部人士買入 - 短期收益分析

在這一部分,我們分析了在 NWBI / Northwest Bancshares, 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。

NWBI / Northwest Bancshares, Inc. Insider Trades
NWBI / Northwest Bancshares, Inc.內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 NWBI / Northwest Bancshares, 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($)
避免的
最高損失率($)
2021-02-24 NWBI McTavish Julia W 47,000 14.5472 47,000 14.5472 683,718 209 12.4300 -99,508 -14.55
2020-12-11 NWBI McTavish Julia W 9,000 12.4100 9,000 12.4100 111,690
2019-01-24 NWBI McTavish Julia W 9,810 17.8850 9,810 17.8850 175,452
2016-11-15 NWBI McTavish Julia W 2,250 17.7463 2,250 17.7463 39,929
2016-11-15 NWBI McTavish Julia W 16,467 17.9243 16,467 17.9243 295,159
2016-05-27 NWBI McTavish Julia W 2,500 14.7601 2,500 14.7601 36,900
2015-12-04 NWBI McTavish Julia W 1,687 13.8979 1,687 13.8979 23,446
2015-08-14 NWBI McTavish Julia W 1,500 12.7000 1,500 12.7000 19,050
2014-04-24 NWBI McTavish Julia W 1,462 14.5640 1,462 14.5640 21,293
2013-05-22 NWBI McTavish Julia W 400 12.6800 400 12.6800 5,072
2013-05-22 NWBI McTavish Julia W 2,390 12.6900 2,390 12.6900 30,329
2012-08-20 NWBI McTavish Julia W 2,092 12.0147 2,092 12.0147 25,135

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

NWBI / Northwest Bancshares, Inc. Insider Trades
歷史內部人交易

該表格顯示了由 Julia W McTavish 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
2021-05-27 2021-05-25 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 7,490 7,490 13.68 102,463 102,463
2021-05-27 2021-05-25 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 3,510 85,900 4.26 13.68 48,017 1,175,106
2021-02-26 2021-02-24 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
M - Exercise -47,000 0 -100.00 12.32 -579,040
2021-02-26 2021-02-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
S - Sale -47,000 81,683 -36.52 14.55 -683,718 1,188,255
2021-02-26 2021-02-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
M - Exercise 47,000 128,683 57.54 12.32 579,040 1,585,371
2020-12-15 2020-12-11 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
M - Exercise -9,000 0 -100.00 12.12 -109,080
2020-12-15 2020-12-11 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
S - Sale -9,000 80,994 -10.00 12.41 -111,690 1,005,133
2020-12-15 2020-12-11 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
M - Exercise 9,000 89,994 11.11 12.12 109,080 1,090,725
2020-05-21 2020-05-20 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 9.71 121,181 121,181
2020-05-21 2020-05-20 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 79,356 7.96 9.71 56,804 770,543
2020-01-16 2020-01-15 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
M - Exercise -9,000 0 -100.00 11.49 -103,410
2020-01-16 2020-01-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
S - Sale X -9,000 72,223 -11.08 16.41 -147,656 1,184,901
2020-01-16 2020-01-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
M - Exercise X 9,000 81,223 12.46 11.49 103,410 933,249
2019-05-24 2019-05-22 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 17.27 215,530 215,530
2019-05-24 2019-05-22 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 71,404 8.92 17.27 101,030 1,233,145
2019-01-25 2019-01-24 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
M - Exercise -9,810 0 -100.00
2019-01-25 2019-01-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
S - Sale -9,810 64,942 -13.12 17.88 -175,452 1,161,494
2019-01-25 2019-01-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
M - Exercise 9,810 74,752 15.11 7.48 73,379 559,148
2018-05-16 2018-05-14 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 16.59 207,043 207,043
2018-05-16 2018-05-14 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 64,162 10.03 16.59 97,052 1,064,445
2017-05-19 2017-05-17 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 15.57 194,314 194,314
2017-05-19 2017-05-17 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 57,654 11.29 15.24 89,154 878,644
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -717 0 -100.00 9.79 -7,019
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -10,125 0 -100.00 9.79 -99,124
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -5,625 0 -100.00 11.12 -62,550
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -2,250 0 -100.00 11.51 -25,898
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -16,467 51,804 -24.12 17.92 -295,159 928,547
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 717 68,271 1.06 9.79 7,019 668,371
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 10,125 67,554 17.63 9.79 99,124 661,352
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 5,625 57,429 10.86 11.12 62,550 638,608
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -2,250 51,804 -4.16 17.75 -39,929 919,326
2016-11-17 2016-11-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 2,250 54,054 4.34 11.51 25,898 622,159
2016-05-31 2016-05-27 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -2,500 51,804 -4.60 14.76 -36,900 764,629
2016-05-19 2016-05-18 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 14.15 176,592 176,592
2016-05-19 2016-05-18 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 54,304 12.07 14.51 84,884 787,948
2015-12-07 2015-12-04 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -1,687 0 -100.00 9.86 -16,634
2015-12-07 2015-12-04 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -1,687 48,454 -3.36 13.90 -23,446 673,406
2015-12-07 2015-12-04 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 1,687 50,141 3.48 9.86 16,634 494,388
2015-08-18 2015-08-14 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -1,500 48,454 -3.00 12.70 -19,050 615,363
2015-05-22 2015-05-20 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 12.37 154,378 154,378
2015-05-22 2015-05-20 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 49,954 13.26 12.31 72,014 614,931
2014-05-23 2014-05-21 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 13.15 164,112 164,112
2014-05-23 2014-05-21 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
A - Award 5,850 44,104 15.29 13.22 77,337 583,052
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 2,172 2,172
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
M - Exercise -2,790 0 -100.00 11.33 -31,611
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -1,462 0 -100.00 10.19 -14,898
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
F - Taxes -2,172 38,254 -5.37 14.56 -31,624 556,975
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
M - Exercise 2,790 40,426 7.41 11.33 31,611 458,024
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -1,462 37,636 -3.74 14.56 -21,293 548,128
2014-04-28 2014-04-24 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 1,462 39,098 3.88 10.19 14,898 398,407
2013-05-23 2013-05-22 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -2,790 0 -100.00 7.37 -20,562
2013-05-23 2013-05-22 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -2,390 37,636 -5.97 12.69 -30,329 477,601
2013-05-23 2013-05-22 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -400 40,025,974 0.00 12.68 -5,072 507,529,350
2013-05-23 2013-05-22 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 2,790 40,426 7.41 7.37 20,562 297,938
2013-05-17 2013-05-15 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
A - Award 12,480 12,480 12.44 155,251 155,251
2013-05-17 2013-05-15 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
A - Award 5,850 37,636 18.40 12.55 73,418 472,329
2012-08-22 2012-08-20 4 NWBI Northwest Bancshares, Inc.
Stock Options (Right to Buy)
X - Other -2,092 0 -100.00 5.91 -12,364
2012-08-22 2012-08-20 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
S - Sale -2,092 31,641 -6.20 12.01 -25,135 380,162
2012-08-22 2012-08-20 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
X - Other 2,092 33,733 6.61 5.91 12,364 199,364
2012-05-25 2012-05-23 4 NWBI Northwest Bancshares, Inc.
Stock Options
A - Award 12,480 12,480 11.70 146,016 146,016
2012-05-25 2012-05-23 4 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc.
A - Award 5,850 5,850 11.64 68,094 68,094
2012-04-26 3 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
25,791
2012-04-26 3 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
6,885
2012-04-26 3 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
15,442
2012-04-26 3 NWBI Northwest Bancshares, Inc.
Northwest Bancshares, Inc. Common Stock
745
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)