簡介

本頁面提供了有關 Joseph M Velli 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Joseph M Velli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:CTSH / Cognizant Technology Solutions Corporation Director 29,719
US:PAYX / Paychex, Inc. Director 89,564
US:AMK / AssetMark Financial Holdings, Inc. Director 0
US:US269246BQ61 / E*TRADE Financial Corp Director 21,589
如何解讀這些圖表

以下圖表顯示了在Joseph M Velli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 Joseph M Velli 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
2026-06-04 2026-06-03 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 2,919 29,719 10.89
2026-05-12 2026-05-08 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 10,220 89,564 12.88 60.59 619,230 5,426,683
2025-10-17 2025-10-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 725 79,344 0.92
2025-07-17 2025-07-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 164 78,619 0.21
2025-06-05 2025-06-04 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 3,417 26,800 14.61
2025-04-16 2025-04-15 4 PAYX PAYCHEX INC
Common Stock
S - Sale -3,650 78,455 -4.45 149.25 -544,762 11,709,409
2025-04-16 2025-04-15 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 11,489 82,105 16.27 47.43 544,923 3,894,240
2024-09-06 2024-09-05 4 AMK AssetMark Financial Holdings, Inc.
Common Stock
D - Sale to Issuer -20,616 0 -100.00 35.25 -726,714
2024-07-17 2024-07-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 761 70,616 1.09
2024-06-10 2024-06-06 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 3,582 23,383 18.09
2024-05-20 2024-05-17 4 PAYX PAYCHEX INC
Common Stock
S - Sale -10,850 69,855 -13.44 124.28 -1,348,438 8,681,579
2024-05-20 2024-05-17 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 10,850 80,705 15.53 41.70 452,445 3,365,398
2023-07-17 2023-07-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 765 69,855 1.11
2023-06-12 2023-06-08 4 AMK AssetMark Financial Holdings, Inc.
Common Stock
A - Award 4,478 20,616 27.75
2023-06-08 2023-06-07 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 2,834 19,801 16.70
2023-05-24 2023-05-23 4 PAYX PAYCHEX INC
Common Stock
S - Sale -4,336 69,090 -5.91 109.12 -473,144 7,539,101
2023-05-24 2023-05-23 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 12,156 73,426 19.84 38.89 472,747 2,855,537
2022-07-19 2022-07-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 739 61,270 1.22
2022-07-07 2022-06-08 4/A AMK AssetMark Financial Holdings, Inc.
Common Stock
A - Award 6,215 16,138 62.63
2022-07-06 2022-07-05 4 PAYX PAYCHEX INC
Common Stock
S - Sale -4,184 60,531 -6.47 113.34 -474,215 6,860,584
2022-07-06 2022-07-05 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 15,052 64,715 30.31 31.50 474,138 2,038,522
2022-06-10 2022-06-08 4 AMK AssetMark Financial Holdings, Inc.
Common Stock
A - Award 6,214 16,137 62.62
2022-06-03 2022-06-01 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 2,949 16,967 21.04
2021-07-19 2021-07-15 4 PAYX PAYCHEX INC
Stock Option
A - Award 5,075 5,075 112.67 571,800 571,800
2021-07-19 2021-07-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 797 49,663 1.63
2021-07-01 2021-06-09 4 AMK AssetMark Financial Holdings, Inc.
Common stock
A - Award 5,047 9,923 103.51
2021-06-04 2021-06-02 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
M - Exercise -3,939 0 -100.00
2021-06-04 2021-06-02 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 3,939 14,018 39.08
2021-06-03 2021-06-01 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
A - Award 2,949 2,949
2021-04-16 2021-04-15 4 PAYX PAYCHEX INC
Stock Option
M - Exercise -11,468 0 -100.00
2021-04-16 2021-04-15 4 PAYX PAYCHEX INC
Common Stock
S - Sale -3,753 48,866 -7.13 96.93 -363,778 4,736,581
2021-04-16 2021-04-15 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 11,468 52,619 27.87 31.63 362,733 1,664,339
2020-07-17 2020-07-15 4 PAYX PAYCHEX INC
Stock Option
A - Award 5,793 5,793 73.53 425,959 425,959
2020-07-17 2020-07-15 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,082 41,151 2.70
2020-06-11 2020-06-09 4 AMK AssetMark Financial Holdings, Inc.
Common Stock
A - Award 4,876 4,876
2020-06-08 2020-06-04 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
M - Exercise -3,436 0 -100.00
2020-06-08 2020-06-04 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 3,436 10,079 51.72
2020-06-04 2020-06-02 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
A - Award 3,939 3,939
2020-04-02 2020-04-02 4 PAYX PAYCHEX INC
Stock Option
M - Exercise -7,686 0 -100.00
2020-04-02 2020-04-02 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 7,686 40,069 23.73 26.02 199,990 1,042,595
2019-07-12 2019-07-11 4 PAYX PAYCHEX INC
Stock Option
A - Award 7,929 7,929 85.33 676,582 676,582
2019-07-12 2019-07-11 4 PAYX PAYCHEX INC
Common Stock
A - Award 975 32,383 3.10
2019-06-07 2019-06-05 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
M - Exercise -2,726 0 -100.00
2019-06-07 2019-06-05 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 2,726 6,643 69.59
2019-06-06 2019-06-04 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
A - Award 3,436 3,436
2019-04-11 2019-04-08 4/A PAYX PAYCHEX INC
Stock Option
M - Exercise -6,250 0 -100.00
2019-04-11 2019-04-08 4/A PAYX PAYCHEX INC
Common Stock
S - Sale -1,883 31,408 -5.66 80.59 -151,751 2,531,171
2019-04-11 2019-04-08 4/A PAYX PAYCHEX INC
Common Stock
M - Exercise 6,250 33,291 23.11 24.21 151,312 805,975
2019-04-09 2019-04-08 4 PAYX PAYCHEX INC
Stock Option
M - Exercise -6,250 0 -100.00
2019-04-09 2019-04-08 4 PAYX PAYCHEX INC
Common Stock
S - Sale -6,250 27,041 -18.77 80.59 -503,688 2,179,234
2019-04-09 2019-04-08 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 6,250 33,291 23.11 24.21 151,312 805,975
2018-12-14 2018-12-12 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
M - Exercise -1,417 0 -100.00
2018-12-14 2018-12-12 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
M - Exercise 1,417 3,917 56.68
2018-07-13 2018-07-12 4 PAYX PAYCHEX INC
Stock Option
A - Award 8,641 8,641 70.37 608,067 608,067
2018-07-13 2018-07-12 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,107 27,041 4.27
2018-06-07 2018-06-05 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
A - Award 2,726 2,726
2018-05-18 2018-05-18 4 PAYX PAYCHEX INC
Stock Option
M - Exercise -6,250 0 -100.00 65.00 -406,250
2018-05-18 2018-05-18 4 PAYX PAYCHEX INC
Common Stock
S - Sale -3,079 25,934 -10.61 65.00 -200,135 1,685,710
2018-05-18 2018-05-18 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 6,250 29,013 27.46 31.95 199,688 926,965
2018-03-16 2018-03-14 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Class A Common Stock
P - Purchase 2,500 2,500 84.10 210,244 210,244
2017-12-14 2017-12-12 4 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Restricted Stock Units
A - Award 1,417 1,417
2017-07-14 2017-07-13 4 PAYX PAYCHEX INC
Stock Option
A - Award 9,615 9,615 57.20 549,978 549,978
2017-07-14 2017-07-13 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,139 22,763 5.27
2017-04-21 2017-04-20 4 PAYX PAYCHEX INC
Stock Option
M - Exercise -9,000 0 -100.00
2017-04-21 2017-04-20 4 PAYX PAYCHEX INC
Common Stock
S - Sale -9,000 21,624 -29.39 58.29 -524,610 1,260,463
2017-04-21 2017-04-20 4 PAYX PAYCHEX INC
Common Stock
M - Exercise 9,000 30,624 41.62 43.91 395,190 1,344,700
2016-07-08 2016-07-07 4 PAYX PAYCHEX INC
Stock Option
A - Award 10,220 10,220 60.59 619,230 619,230
2016-07-08 2016-07-07 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,089 21,624 5.30
2015-07-10 2015-07-09 4 PAYX PAYCHEX INC
Stock Option
A - Award 11,489 11,489 47.43 544,923 544,923
2015-07-10 2015-07-09 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,308 20,535 6.80
2014-07-11 2014-07-09 4 PAYX PAYCHEX INC
Stock Option
A - Award 10,850 10,850 41.70 452,445 452,445
2014-07-11 2014-07-09 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,506 19,227 8.50
2014-05-09 2014-05-07 4 ETFC E TRADE FINANCIAL Corp
Common Stock
A - Award 4,687 21,589 27.73
2013-07-12 2013-07-11 4 PAYX PAYCHEX INC
Stock Option
A - Award 12,156 12,156 38.89 472,747 472,747
2013-07-12 2013-07-11 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,564 17,721 9.68
2013-05-13 2013-05-09 4 ETFC E TRADE FINANCIAL Corp
Common Stock
A - Award 4,575 16,902 37.11
2012-07-13 2012-07-12 4 PAYX PAYCHEX INC
Stock Option
A - Award 15,052 15,052 31.50 474,138 474,138
2012-07-13 2012-07-12 4 PAYX PAYCHEX INC
Common Stock
A - Award 1,832 16,157 12.79
2012-05-14 2012-05-10 4 ETFC E TRADE FINANCIAL Corp
Common Stock
A - Award 5,154 12,327 71.85
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)