簡介

本頁面提供了有關 James W Owens 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James W Owens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:AA / Alcoa Corporation Director 13,980
US:IBM / International Business Machines Corporation Director 23,504
US:MS / Morgan Stanley Director 82,783
US:HWM / Howmet Aerospace Inc. Director 74,759
如何解讀這些圖表

以下圖表顯示了在James W Owens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 James W Owens 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
2019-05-14 2019-05-10 4 AA Alcoa Corp
Common Stock, par value $0.01 per share
A - Award 4,792 13,980 52.15
2019-04-02 2019-03-29 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 576 23,504 2.51 141.10 81,274 3,316,414
2019-01-02 2018-12-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 715 22,670 3.26 113.67 81,274 2,576,899
2018-11-02 2018-10-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
P - Purchase 100 6,000 1.69 114.69 11,469 688,140
2018-11-02 2018-10-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
P - Purchase 200 5,900 3.51 114.68 22,937 676,642
2018-11-02 2018-10-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
P - Purchase 100 5,700 1.79 114.68 11,468 653,690
2018-11-02 2018-10-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
P - Purchase 500 5,600 9.80 114.66 57,332 642,124
2018-11-02 2018-10-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
P - Purchase 100 5,100 2.00 114.66 11,466 584,766
2018-10-01 2018-09-28 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 538 21,674 2.55 151.21 81,351 3,277,326
2018-07-02 2018-06-29 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 582 20,912 2.86 139.70 81,305 2,921,406
2018-05-29 2018-05-24 4 MS MORGAN STANLEY
Common Stock
A - Award 884 82,783 1.08 53.74 47,500 4,448,717
2018-05-15 2018-05-11 4 AA Alcoa Corp
Common Stock
A - Award 2,224 9,188 31.94
2018-03-30 2018-03-29 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 530 20,115 2.71 153.43 81,318 3,086,244
2018-01-02 2017-12-29 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 489 19,403 2.59 153.42 75,022 2,976,808
2017-11-27 2017-11-22 4 MS MORGAN STANLEY
Common Stock
A - Award 1,032 81,339 1.29 49.25 50,833 4,006,149
2017-10-02 2017-09-29 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 517 18,734 2.84 145.08 75,006 2,717,929
2017-07-05 2017-06-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 488 18,030 2.78 153.83 75,069 2,773,555
2017-05-24 2017-05-22 4 MS MORGAN STANLEY
Common Stock
A - Award 5,991 79,668 8.13
2017-05-17 2017-05-16 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
P - Purchase 1,718 5,000 52.35 153.19 263,180 765,950
2017-05-16 2017-05-12 4 AA Alcoa Corp
Common Stock
A - Award 3,775 6,964 118.38
2017-04-03 2017-03-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 431 17,375 2.54 174.14 75,054 3,025,682
2017-01-03 2016-12-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 272 16,812 1.64 165.99 45,149 2,790,624
2016-12-05 2016-12-01 4 AA Alcoa Corp
Common Stock
A - Award 2,078 3,189 187.04
2016-11-14 3 AA Alcoa Corp
Common Stock, par value $0.01 per share
2,780
2016-11-14 3 AA Alcoa Corp
Common Stock, par value $0.01 per share
2,227
2016-11-14 3 AA Alcoa Corp
Common Stock, par value $0.01 per share
2,780
2016-11-14 3 AA Alcoa Corp
Common Stock, par value $0.01 per share
2,227
2016-10-05 2016-10-03 4 AA ALCOA INC.
Phantom Stock Units
A - Award 3,323 74,759 4.65 10.06 33,438 752,262
2016-10-03 2016-09-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 284 16,402 1.76 158.85 45,113 2,605,458
2016-07-06 2016-07-01 4 AA ALCOA INC.
Phantom Stock Units
A - Award 3,546 71,104 5.25 9.43 33,439 670,511
2016-07-01 2016-06-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 297 15,977 1.89 151.78 45,079 2,424,989
2016-05-19 2016-05-17 4 MS MORGAN STANLEY
Common Stock
A - Award 9,525 72,461 15.14
2016-04-05 2016-04-01 4 AA ALCOA INC.
Phantom Stock Units
A - Award 3,521 67,321 5.52 9.50 33,441 639,381
2016-04-01 2016-03-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 298 15,538 1.96 151.45 45,132 2,353,230
2016-01-06 2016-01-04 4 AA ALCOA INC.
Phantom Stock Units
A - Award 3,474 63,494 5.79 9.62 33,437 611,130
2016-01-04 2015-12-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 327 15,101 2.21 137.62 45,002 2,078,200
2015-10-02 2015-10-01 4 AA ALCOA INC.
Phantom Stock Units
A - Award 3,511 59,819 6.24 9.52 33,435 569,656
2015-10-01 2015-09-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 311 14,635 2.17 144.97 45,086 2,121,636
2015-07-02 2015-07-01 4 AA ALCOA INC.
Phantom Stock Units
A - Award 3,018 55,842 5.71 11.08 33,439 618,729
2015-07-01 2015-06-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 277 14,198 1.99 162.66 45,057 2,309,447
2015-05-21 2015-05-19 4 MS MORGAN STANLEY
Common Stock
A - Award 6,470 61,943 11.66
2015-04-02 2015-04-01 4 AA ALCOA INC.
Phantom Stock Units
A - Award 2,577 52,485 5.16 12.98 33,439 681,045
2015-04-01 2015-03-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 281 13,815 2.08 160.50 45,100 2,217,308
2015-01-05 2015-01-02 4 AA ALCOA INC.
Phantom Stock Units
A - Award 2,034 49,511 4.28 15.82 32,188 783,512
2015-01-02 2014-12-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 234 13,441 1.77 160.44 37,543 2,156,474
2014-10-02 2014-10-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 2,028 47,384 4.47 15.88 32,194 752,221
2014-10-01 2014-09-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 198 13,117 1.53 189.83 37,586 2,490,000
2014-07-24 2014-07-23 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
BOD Stock Option (right to buy)
M - Exercise -4,000 0 -100.00
2014-07-24 2014-07-23 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
S - Sale -1,700 3,282 -34.12 193.80 -329,460 636,052
2014-07-24 2014-07-23 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
S - Sale -18 4,982 -0.36 193.79 -3,488 965,462
2014-07-24 2014-07-23 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
M - Exercise 4,000 5,000 400.00 82.70 330,800 413,500
2014-07-02 2014-07-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 2,164 45,360 5.01 14.88 32,190 674,730
2014-07-01 2014-06-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 207 12,846 1.64 181.27 37,523 2,328,594
2014-05-15 2014-05-13 4 MS MORGAN STANLEY
Common Stock
A - Award 8,219 54,771 17.66
2014-04-02 2014-04-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 2,478 43,286 6.07 12.99 32,188 562,263
2014-04-01 2014-03-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 195 12,564 1.58 192.49 37,536 2,418,444
2014-01-03 2014-01-02 4 AA ALCOA INC
Phantom Stock Units
A - Award 3,082 40,961 8.14 10.44 32,191 427,838
2014-01-02 2013-12-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 201 12,307 1.66 187.04 37,596 2,301,963
2013-10-02 2013-10-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 3,966 38,058 11.63 8.12 32,184 308,841
2013-10-01 2013-09-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 203 12,042 1.71 185.56 37,669 2,234,514
2013-07-02 2013-07-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 4,103 34,015 13.72 7.84 32,184 266,814
2013-07-01 2013-06-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 197 11,780 1.70 190.54 37,535 2,244,502
2013-05-16 2013-05-14 4 MS MORGAN STANLEY
Common Stock
A - Award 10,301 46,273 28.64
2013-04-02 2013-04-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 3,818 29,758 14.72 8.43 32,186 250,860
2013-04-01 2013-03-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 178 11,530 1.57 211.59 37,663 2,439,633
2013-01-03 2013-01-02 4 AA ALCOA INC
Phantom Stock Units
A - Award 3,330 25,809 14.81 8.92 29,687 230,087
2013-01-02 2012-12-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 198 11,307 1.78 190.27 37,673 2,151,383
2012-10-02 2012-10-01 4 AA ALCOA INC
Phantom Stock Units
A - Award 3,311 22,398 17.35 8.96 29,683 200,798
2012-10-01 2012-09-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 182 11,061 1.67 206.82 37,640 2,287,581
2012-07-03 2012-07-02 4 AA ALCOA INC
Phantom Stock Units
A - Award 3,420 19,032 21.91 8.68 29,686 165,198
2012-07-02 2012-06-30 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 194 10,833 1.82 194.12 37,659 2,102,902
2012-05-17 2012-05-15 4 MS MORGAN STANLEY
Common Stock
A - Award 17,500 35,706 96.12
2012-04-03 2012-04-02 4 AA ALCOA INC
Phantom Stock Units
A - Award 2,941 15,491 23.43 10.10 29,689 156,382
2012-04-02 2012-03-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 180 10,594 1.73 208.59 37,546 2,209,802
2012-01-03 2011-12-31 4 IBM INTERNATIONAL BUSINESS MACHINES CORP
Promised Fee Share
A - Award 203 10,375 2.00 185.14 37,583 1,920,828
2006-03-02 3 IBM INTERNATIONAL BUSINESS MACHINES CORP
Common Stock
1,000
2005-06-23 3 AA ALCOA INC
Common Stock
725
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)