固瑞克公司
US ˙ NYSE ˙ US3841091040

簡介

本頁面提供了有關 Wheeler Kevin J. 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Wheeler Kevin J.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:AOS / A. O. Smith Corporation Executive Chairman, Director 128,348
US:GGG / Graco Inc. Director 2,879
如何解讀這些圖表

以下圖表顯示了在Wheeler Kevin J.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。

GGG / Graco Inc.內部人士買入 - 短期收益分析

在這一部分,我們分析了在 GGG / Graco 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。

GGG / Graco Inc. Insider Trades
GGG / Graco Inc.內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 GGG / Graco 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。

GGG / Graco Inc. Insider Trades
歷史內部人交易

該表格顯示了由 Wheeler Kevin J. 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
2026-02-17 2026-02-13 4 AOS SMITH A O CORP
Common Stock
A - Award 8,598 128,348 7.18 79.88 686,851 10,253,080
2026-02-17 2026-02-13 4 AOS SMITH A O CORP
Common Stock
F - Taxes -16,942 119,750 -12.39 79.88 -1,353,412 9,566,229
2026-02-17 2026-02-13 4 AOS SMITH A O CORP
Common Stock
M - Exercise 36,045 136,692 35.81
2025-07-30 2025-07-30 4 AOS SMITH A O CORP
Common Stock
S - Sale -22,200 100,647 -18.07 71.26 -1,581,868 7,171,632
2025-07-30 2025-07-30 4 AOS SMITH A O CORP
Common Stock
M - Exercise 22,200 122,847 22.06 31.67 703,074 3,890,564
2025-02-11 2025-02-07 4 AOS SMITH A O CORP
Common Stock
F - Taxes -9,664 100,647 -8.76 65.65 -634,442 6,607,476
2025-02-11 2025-02-07 4 AOS SMITH A O CORP
Common Stock
M - Exercise 20,440 110,311 22.74
2024-07-26 2024-07-25 4 AOS SMITH A O CORP
Common Stock
F - Taxes -12,847 89,871 -12.51 82.18 -1,055,766 7,385,599
2024-07-26 2024-07-25 4 AOS SMITH A O CORP
Common Stock
M - Exercise 19,220 102,718 23.02 30.76 591,303 3,160,119
2024-02-09 2024-02-08 4 AOS SMITH A O CORP
Common Stock
F - Taxes -10,755 83,498 -11.41 80.28 -863,358 6,702,802
2024-02-09 2024-02-08 4 AOS SMITH A O CORP
Common Stock
M - Exercise 22,790 94,253 31.89
2023-08-25 2023-08-25 4 AOS SMITH A O CORP
Common Stock
S - Sale -12,917 71,463 -15.31 69.09 -892,390 4,937,129
2023-08-25 2023-08-25 4 AOS SMITH A O CORP
Common Stock
M - Exercise 19,900 84,380 30.86 23.24 462,376 1,960,569
2023-02-14 2023-02-10 4 AOS SMITH A O CORP
Common Stock
F - Taxes -14,684 64,480 -18.55 65.80 -966,207 4,242,784
2023-02-14 2023-02-10 4 AOS SMITH A O CORP
Common Stock
M - Exercise 31,140 79,164 64.84
2022-04-04 2022-04-01 4 GGG GRACO INC
Deferred Stock Shares
A - Award 326 2,879 12.78 69.72 22,750 200,711
2022-02-18 2022-02-18 4 GGG GRACO INC
Non-qualified Stock Option (Right to Buy)
A - Award 6,820 6,820
2022-02-15 2022-02-11 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise -17,360 74,370 -18.93
2022-02-15 2022-02-11 4 AOS SMITH A O CORP
Common Stock
F - Taxes -8,160 48,024 -14.52 71.72 -585,194 3,444,041
2022-02-15 2022-02-11 4 AOS SMITH A O CORP
Common Stock
M - Exercise 17,360 56,184 44.71 71.72 1,244,972 4,029,236
2022-02-09 2022-02-07 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 20,440 91,730 28.67
2022-02-09 2022-02-07 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 86,260 543,590 18.86
2022-01-04 2022-01-01 4 GGG GRACO INC
Deferred Stock Shares
A - Award 282 2,545 12.47 80.62 22,750 205,201
2021-10-01 2021-10-01 4 GGG GRACO INC
Deferred Stock Shares
A - Award 325 2,258 16.83 69.97 22,750 157,963
2021-09-02 2021-09-01 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise -3,915 71,290 -5.21 72.06 -282,115 5,137,157
2021-09-02 2021-09-01 4 AOS SMITH A O CORP
Common Stock
F - Taxes -1,841 38,824 -4.53 72.06 -132,662 2,797,657
2021-09-02 2021-09-01 4 AOS SMITH A O CORP
Common Stock
M - Exercise 3,915 40,665 10.65 72.06 282,115 2,930,320
2021-07-01 2021-07-01 4 GGG GRACO INC
Deferred Stock Shares
A - Award 301 1,928 18.47 75.70 22,750 145,942
2021-04-01 2021-04-01 4 GGG GRACO INC
Deferred Stock Shares
A - Award 318 1,623 24.33 71.62 22,750 116,272
2021-02-17 2021-02-12 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise -5,880 75,205 -7.25
2021-02-17 2021-02-12 4 AOS SMITH A O CORP
Common Stock
F - Taxes -2,764 36,750 -6.99 60.65 -167,637 2,228,888
2021-02-17 2021-02-12 4 AOS SMITH A O CORP
Common Stock
A - Award 5,880 39,514 17.48 60.65 356,622 2,396,524
2021-02-12 2021-02-12 4 GGG GRACO INC
Non-qualified Stock Option (Right to Buy)
A - Award 7,360 7,360
2021-02-10 2021-02-08 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 22,790 81,085 39.09
2021-02-10 2021-02-08 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 98,920 457,330 27.60
2021-01-04 2021-01-01 4 GGG GRACO INC
Phantom Stock Units
A - Award 314 1,301 31.86 72.35 22,750 94,159
2020-10-01 2020-10-01 4 GGG GRACO INC
Phantom Stock Units
A - Award 371 985 60.36 61.35 22,750 60,442
2020-07-01 2020-07-01 4 GGG GRACO INC
Phantom Stock Units
A - Award 465 613 315.49 47.99 22,333 29,412
2020-04-24 2020-04-24 4 GGG GRACO INC
Non-qualified Stock Option (Right to Buy)
A - Award 13,770 13,770
2020-04-01 2020-04-01 4 GGG GRACO INC
Phantom Stock Units
A - Award 147 147 48.73 7,167 7,167
2020-02-28 2020-02-28 4 GGG GRACO INC
Non-qualified Stock Option (Right to Buy)
A - Award 11,750 11,750
2020-02-18 2020-02-13 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise -3,815 58,295 -6.14
2020-02-18 2020-02-13 4 AOS SMITH A O CORP
Common Stock
F - Taxes -1,794 33,634 -5.06 43.96 -78,864 1,478,551
2020-02-18 2020-02-13 4 AOS SMITH A O CORP
Common Stock
A - Award 3,815 35,428 12.07 43.96 167,707 1,557,415
2020-02-12 2020-02-10 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 31,140 62,110 100.55
2020-02-12 2020-02-10 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 161,985 358,410 82.47
2019-02-12 2019-02-11 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 79,240 196,425 67.62
2019-02-12 2019-02-11 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 17,360 30,970 127.55
2019-02-12 2019-02-08 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise -5,520 13,610 -28.86
2019-02-12 2019-02-08 4 AOS SMITH A O CORP
Common Stock
F - Taxes -2,612 31,613 -7.63 48.72 -127,257 1,540,185
2019-02-12 2019-02-08 4 AOS SMITH A O CORP
Common Stock
A - Award 5,520 34,225 19.23 48.72 268,934 1,667,442
2018-09-05 2018-09-01 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 3,915 19,130 25.73
2018-09-05 2018-09-01 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 16,755 117,185 16.68
2018-02-13 2018-02-12 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 24,435 100,430 32.15
2018-02-13 2018-02-12 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 5,880 15,215 62.99
2018-02-13 2018-02-09 4 AOS SMITH A O CORP
Common Stock
F - Taxes -2,165 28,566 -7.05 60.11 -130,138 1,717,102
2018-02-13 2018-02-09 4 AOS SMITH A O CORP
Common Stock
M - Exercise 5,360 30,731 21.13 60.11 322,190 1,847,240
2018-02-13 2018-02-08 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise -5,360 9,335 -36.47
2018-02-07 3/A AOS SMITH A O CORP
Common Stock
8,623
2017-12-06 2017-12-06 4 AOS SMITH A O CORP
Common Stock
S - Sale -13,293 16,748 -44.25 61.49 -817,405 1,029,858
2017-12-06 2017-12-05 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
M - Exercise -16,000 75,995 -17.39
2017-12-06 2017-12-05 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
M - Exercise -14,000 91,995 -13.21
2017-12-06 2017-12-05 4 AOS SMITH A O CORP
Common Stock
F - Taxes -16,707 30,041 -35.74 62.01 -1,036,001 1,862,842
2017-12-06 2017-12-05 4 AOS SMITH A O CORP
Common Stock
M - Exercise 16,000 46,748 52.04 17.46 279,392 816,314
2017-12-06 2017-12-05 4 AOS SMITH A O CORP
Common Stock
M - Exercise 14,000 30,748 83.59 11.49 160,902 353,387
2017-05-05 2017-05-04 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
M - Exercise -8,000 105,995 -7.02
2017-05-05 2017-05-04 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
M - Exercise -5,600 113,995 -4.68
2017-05-05 2017-05-04 4 AOS SMITH A O CORP
Common Stock
S - Sale -13,600 16,748 -44.81 54.39 -739,708 910,929
2017-05-05 2017-05-04 4 AOS SMITH A O CORP
Common Stock
M - Exercise 8,000 30,348 35.80 10.78 86,232 327,121
2017-05-05 2017-05-04 4 AOS SMITH A O CORP
Common Stock
M - Exercise 5,600 22,348 33.44 6.98 39,105 156,056
2017-02-15 2017-02-13 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 3,815 14,695 35.06
2017-02-15 2017-02-13 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 14,675 119,595 13.99
2017-02-13 2017-02-10 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise 7,100 10,880 187.83
2017-02-13 2017-02-10 4 AOS SMITH A O CORP
Common Stock
F - Taxes -2,026 16,748 -10.79 49.86 -101,016 835,055
2017-02-13 2017-02-10 4 AOS SMITH A O CORP
Common Stock
M - Exercise 7,100 18,774 60.82 49.86 354,006 936,072
2016-02-16 2016-02-12 4 AOS SMITH A O CORP
Common Stock
S - Sale -1,011 5,837 -14.76 65.75 -66,471 383,770
2016-02-16 2016-02-11 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise 2,800 8,990 45.23
2016-02-16 2016-02-11 4 AOS SMITH A O CORP
Common Stock
M - Exercise 2,800 6,848 69.17 63.34 177,338 433,718
2016-02-10 2016-02-08 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 2,760 11,790 30.56
2016-02-10 2016-02-08 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 11,100 52,460 26.84
2015-02-18 2015-02-18 4 AOS SMITH A O CORP
Common Stock
S - Sale -850 4,048 -17.35 62.21 -52,878 251,822
2015-02-18 2015-02-13 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise 2,600 9,030 40.44
2015-02-18 2015-02-13 4 AOS SMITH A O CORP
Common Stock
M - Exercise 2,600 4,898 113.14 62.78 163,215 307,472
2015-02-11 2015-02-09 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 2,680 11,630 29.94
2015-02-11 2015-02-09 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 9,610 41,360 30.27
2014-02-12 2014-02-10 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 3,550 8,950 65.74
2014-02-12 2014-02-10 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 9,950 31,750 45.64
2014-02-11 2014-02-10 4 AOS SMITH A O CORP
Common Stock
S - Sale -602 2,298 -20.76 46.67 -28,096 107,248
2014-02-11 2014-02-07 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise 1,600 5,400 42.11
2014-02-11 2014-02-07 4 AOS SMITH A O CORP
Common Stock
M - Exercise 1,600 2,900 123.08 46.34 74,152 134,400
2013-08-02 2013-08-02 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
M - Exercise -2,900 21,800 -11.74
2013-08-02 2013-08-02 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
M - Exercise -3,900 24,700 -13.64
2013-08-02 2013-08-02 4 AOS SMITH A O CORP
Common Stock
S - Sale -6,800 1,300 -83.95 41.88 -284,800 54,447
2013-08-02 2013-08-02 4 AOS SMITH A O CORP
Common Stock
M - Exercise 2,900 8,100 55.77 13.96 40,498 113,116
2013-08-02 2013-08-02 4 AOS SMITH A O CORP
Common Stock
M - Exercise 3,900 5,200 300.00 9.50 37,058 49,410
2013-02-13 2013-02-11 4 AOS SMITH A O CORP
Restricted Stock Units
A - Award 1,400 3,500 66.67
2013-02-13 2013-02-11 4 AOS SMITH A O CORP
Employee Stock Options (Right to Buy)
A - Award 4,000 14,300 38.83
2013-02-11 2013-02-11 4 AOS SMITH A O CORP
Common Stock
S - Sale -400 650 -38.10 69.60 -27,838 45,237
2013-02-11 2013-02-08 4 AOS SMITH A O CORP
Restricted Stock Units
M - Exercise 1,050 2,100 100.00
2013-02-11 2013-02-08 4 AOS SMITH A O CORP
Common Stock
M - Exercise 1,050 1,050
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)