BGB / Blackstone Strategic Credit 2027 Term Fund - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Blackstone 策略信貸 2027 年定期基金
US ˙ NYSE ˙ US09257R1014

所有內部人士22
內部人士情緒分數

「內部人士情緒分數」用於查找被公司內部人士購入的公司。

它是一個複雜的多因素量化模型的結果,該模型能夠辨識具有最高內部人士累積持有水平的公司。該評分模型結合了內部人士在過去90天內購買的淨數量、總購買股份佔流通股比例,以及內部人士擁有的總股份的指標。該分數的範圍從0到100,數值越高表示相對於同行業而言具有更高程度的內部人士持股水平,50為平均值。

更新頻率:每日

查閱「內部人士首選」,該清單呈現被內部人士購入最多的公司。

高管情緒分數

「高管情緒分數」用於查找被公司管理層購入的公司。

根據定義,公司高管是公司內部人士,但與其他內部人士(10%的股東和董事會成員)不同,公司高管每天在公司工作,而且他們使用自己的資金進行交易。(10%的股東和董事會成員通常是基金經理,管理著其他人的資金。)因此,公司高管進行的內幕交易更為重要性,應該被適當地重視和關注。

如同「內部人士情緒分數」,「高管情緒分數」也是一個複雜的多因素量化模型的計算結果,該模型能夠辨識具有最高高管累積持有水平的公司。

更新頻率:每日

查閱「內部人士首選」,該清單呈現被內部人士購入最多的公司。

關鍵內部人士指標

此表格顯示了公司在各種內部人士指標上的排名。百分位數排名顯示了這家公司在美國市場與其他公司相比的表現。排名越高表明公司所處狀況越好。

舉例來說,一般認為內部人士的買入是一個積極的指標,因此具有更多內部人士買入的公司將排名高於那些內部人士買入較少(甚至有內部人士賣出)的公司。

內部人士買入淨數(排名)

N/A

內部人士買入淨數是過去90天內買入的內部人士總數減去賣出的內部人士總數。以百分位排名顯示(範圍從0到100%)。

內部人士買入佔流通股比例(排名)

N/A

內部人士買入佔流通股比例是內部人士在過去90天內購買的股份總數減去賣出的股份總數,除以總流通股數並乘以100。

內幕交易圖表

以下圖表顯示了Blackstone Strategic Credit 2027 Term Fund內部人士交易。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。

內部人員名單及盈利指標

這張表格顯示已知的內部人員名單,從向SEC披露的申報文件中自動生成。除了姓名、最近的職稱和董事、高管或10%擁有人的標誌外,我們還提供了最新披露的持股信息。此外,我們盡可能提供內部人的歷史交易表現。歷史交易表現是內部人士實際進行的公開市場購買交易表現的加權平均值。有關此計算方式的更多資訊,請查看YouTube網絡研討會

See our leaderboard of most profitable insider traders.

內部人士 平均收益(%) 持股
數量
分拆
調整
Marisa Janel Beeney CCO, Chief Legal Counsel, Sec. - [O] 7,700 7,700
Robert W Busch 0
GSO / Blackstone Debt Funds Management LLC - 5,236 5,236
Michael F Holland Director - [D] 1,000 1,000
Thomas W Jasper - 0 0
Jane Lee Public Relations Officer - [O] 4,859 4,859
Dohyun (Doris) Lee-Silvestri 0
內部人士 平均收益(%) 持股
數量
分拆
調整
Gordon McKemie - 34,593 34,593
MetLife Investment Advisors, LLC 10% Owner - [10%] 90,000 90,000
Valerie Naratil Public Relations Officer - [O] 470 470
Robert Post 0
Gregory Roppa CFO & Treasurer - [O] 0 0
Eric Rosenberg 0
Sun Life Financial Inc 10% Owner - [10%] 75,000 75,000
內部人士 平均收益(%) 持股
數量
分拆
調整
Gary S Schpero Director - [D] 265 265
Lee Michael Shaiman Exec. VP, Assistant Secretary - [O] 5,700 5,700
Jane Siebels Director - [D] 0 0
Smith Daniel Harlan Jr. CEO, President, Director - [D] [O] 15,869 15,869
Life Assurance Co of Canada Sun 10% Owner - [10%] 75,000 75,000
INSURANCE & ANNUITY Co VOYA 10% Owner - [10%] 40,000 40,000
Voya Financial, Inc. 10% Owner - [10%] 40,000 40,000
Robert Zable Executive Vice President - [O] 4,611 4,611

Report errors via our new Insider Auditing Tool

追蹤內部人士買入記錄 - 短期收益分析

在這一部分,我們分析了在 BGB / Blackstone Strategic Credit 2027 Term Fund 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 內部人士 報告
股數
報告
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(%)
2023-10-31 McKemie Gordon 4,760 10.6424 4,760 10.6424 50,658 343 12.4900 8,795 17.36
2023-09-28 Naratil Valerie 120 10.9900 120 10.9900 1,319
2023-06-26 McKemie Gordon 11,500 10.6983 11,500 10.6983 123,030
2023-06-22 McKemie Gordon 18,000 10.6187 18,000 10.6187 191,137
2022-07-06 Naratil Valerie 50 11.1100 50 11.1100 556
2021-03-05 Naratil Valerie 300 13.0400 300 13.0400 3,912
2019-01-07 Zable Robert 3,570 13.9296 3,570 13.9296 49,729
2016-01-12 Beeney Marisa Janel 2,700 13.1950 2,700 13.1950 35,626
2016-01-12 Beeney Marisa Janel 2,194 13.2100 2,194 13.2100 28,983

經調整價格 已按拆股調整。 經調整股數 已按拆股調整。

BGB / Blackstone Strategic Credit 2027 Term Fund Insider Trades
追蹤內部人士賣出記錄 - 短期虧損分析

在這一部分,我們分析了在 BGB / Blackstone Strategic Credit 2027 Term Fund 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, 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 內部人士 報告
股數
報告
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($)
避免的
最高損失率($)
2021-03-03 McKemie Gordon 1,442 13.1500 1,442 13.1500 18,962 357 12.8700 -403 -2.13
2015-12-09 Jasper Thomas W 2,500 13.6120 2,500 13.6120 34,030

經調整價格 已按拆股調整。 經調整股數 已按拆股調整。

BGB / Blackstone Strategic Credit 2027 Term Fund Insider Trades
交易歷史

點擊連結圖示即可查看完整的交易記錄。作為 10b5-1 自動交易計畫的一部分進行報告的交易,將在標記為 10b-5 的欄位中顯示 X。

呈報
日期
交易
日期
表格 內部人士 證券代碼 證券種類 代碼 10b5-1 直接 行使
價格
單位
價格
股數
變化
價值
變化 (1K)
剩餘
期權
剩餘
股份
2023-11-02 2023-10-31 4 McKemie Gordon BGB Common Shares of Beneficial Interest P - Purchase D 10.6424 4,760 51 34,593
2023-09-29 2023-09-28 4 Naratil Valerie BGB Common Shares of Beneficial Interest P - Purchase D 10.9900 120 1 470
2023-08-04 3 MetLife Investment Advisors, LLC See Footnotes BGB Series B Mandatory Redeemable Preferred Shares I 45,000
2023-06-26 2023-06-26 4 McKemie Gordon BGB Common Shares of Beneficial Interest P - Purchase D 10.6983 11,500 123 29,833
2023-06-26 2023-06-22 4 McKemie Gordon BGB Common Shares of Beneficial Interest P - Purchase D 10.6187 18,000 191 18,333
2023-03-24 2023-03-15 4 McKemie Gordon BGB Common Shares of Beneficial Ownership W - Other D 333 333
2022-07-08 2022-07-06 4 Naratil Valerie BGB Common Shares of Beneficial Interest P - Purchase D 11.1100 50 1 350
2022-03-11 3 Roppa Gregory BGB Common Shares of Beneficial Ownership D 0
2021-11-29 3 Siebels Jane BGB Common Shares of Beneficial Ownership D 0
2021-03-08 2021-03-05 4 Naratil Valerie BGB Common Shares of Beneficial Interest P - Purchase D 13.0400 300 4 300
2021-03-05 2021-03-03 4 McKemie Gordon BGB Common Shares of Beneficial Interest S - Sale D 13.1500 -1,442 -19 0
2019-01-08 2019-01-07 4 Zable Robert BGB Common Shares of Beneficial Interest P - Purchase D 13.9296 3,570 50 4,611
2016-08-05 3 VOYA INSURANCE & ANNUITY Co By Subsidiary BGB Mandatory Redeemable Preferred Stock I 40,000
2016-08-05 3 VOYA INSURANCE & ANNUITY Co By Subsidiary BGB Mandatory Redeemable Preferred Stock I 40,000
2016-08-05 3 VOYA INSURANCE & ANNUITY Co By Subsidiary BGB Mandatory Redeemable Preferred Stock I 40,000
2016-08-05 3 VOYA INSURANCE & ANNUITY Co By Subsidiary BGB Mandatory Redeemable Preferred Stock I 40,000
2016-08-05 3 VOYA INSURANCE & ANNUITY Co By Subsidiary BGB Mandatory Redeemable Preferred Stock I 40,000
2016-08-03 3 SUN LIFE FINANCIAL INC See Footnote 1 BGB Series A Mandatory Redeemable Preferred Shares I 75,000
2016-08-03 3 SUN LIFE FINANCIAL INC BGB Series A Mandatory Redeemable Preferred Shares D 75,000
2016-08-03 3 SUN LIFE FINANCIAL INC See Footnote 1 BGB Series A Mandatory Redeemable Preferred Shares I 75,000
2016-08-03 3 SUN LIFE FINANCIAL INC BGB Series A Mandatory Redeemable Preferred Shares D 75,000
2016-08-03 3 SUN LIFE FINANCIAL INC See Footnote 1 BGB Series A Mandatory Redeemable Preferred Shares I 75,000
2016-08-03 3 SUN LIFE FINANCIAL INC BGB Series A Mandatory Redeemable Preferred Shares D 75,000
2016-02-12 2015-12-09 5 Jasper Thomas W BGB Common Shares of Beneficial Interest S - Sale D 13.6120 -2,500 -34 0
2016-02-11 2015-06-30 5 McKemie Gordon BGB Common Shares of Beneficial Interest P - Purchase D 15.7500 250 4 1,431
2016-02-11 2015-06-30 5 McKemie Gordon BGB Common Shares of Beneficial Interest P - Purchase D 15.6500 375 6 1,181
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2400 600 8 7,700
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2350 100 1 7,100
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2300 404 5 7,000
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2200 51 1 6,596
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2100 2,194 29 6,545
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2050 51 1 4,351
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.2000 1,600 21 4,300
2016-01-12 2016-01-12 4 Beeney Marisa Janel BGB Common Shares of Beneficial Interest P - Purchase D 13.1950 2,700 36 2,700
2015-09-29 2015-06-16 4 McKemie Gordon BGB Common Shares of Beneficial Interest P - Purchase D 16.2200 800 13 806
2014-12-24 2014-12-23 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 15.8100 2,000 32 15,869
2014-12-24 2014-12-23 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 15.8000 600 9 13,869
2014-12-24 2014-12-23 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 15.7900 200 3 13,269
2014-10-21 2014-10-20 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 16.4770 500 8 5,700
2014-03-11 2013-12-23 4/A Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 17.7200 2,088 37 12,156
2014-03-11 2013-12-23 4/A Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 17.7100 812 14 10,068
2014-03-11 2013-12-23 4/A Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 17.7050 100 2 9,256
2013-12-24 2013-12-23 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 17.7200 2,088 37 11,522
2013-12-24 2013-12-23 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 17.7100 812 14 9,434
2013-12-24 2013-12-23 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 17.7050 100 2 8,622
2013-09-18 2013-09-17 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 18.0000 1,200 22 5,200
2013-09-18 2013-09-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.0000 500 9 4,859
2013-06-17 2013-06-13 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 18.3899 900 17 4,000
2013-06-17 2013-06-13 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 18.3500 100 2 3,100
2013-06-17 2013-06-14 4 Zable Robert BGB Common Shares of Beneficial Interest P - Purchase D 18.4599 541 10 1,041
2012-12-31 2012-12-28 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 18.3200 1,000 18 3,000
2012-12-31 2012-12-28 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 18.3199 1,000 18 2,000
2012-12-31 2012-12-28 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 18.3200 400 7 8,522
2012-12-31 2012-12-28 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 18.3100 1,600 29 8,122
2012-12-31 2012-12-28 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 18.3004 1,000 18 6,522
2012-12-31 2012-12-28 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 18.3099 2,000 37 5,522
2012-12-28 2012-12-28 4 Schpero Gary S BGB Common Shares of Beneficial Interest P - Purchase D 18.3300 265 5 265
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.6400 650 12 4,359
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.6300 100 2 3,709
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.6200 100 2 3,609
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.6000 850 16 3,509
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.5900 91 2 2,659
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.5800 972 18 2,568
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.5700 300 6 1,596
2012-12-19 2012-12-17 4 Lee Jane BGB Common Shares of Beneficial Interest P - Purchase D 18.5500 1,296 24 1,296
2012-11-15 2012-11-14 4 HOLLAND MICHAEL F BGB Common Shares of Beneficial Interest P - Purchase D 19.1500 1,000 19 1,000
2012-09-27 2012-09-25 4 Jasper Thomas W BGB Common Shares of Beneficial Interest P - Purchase D 20.0000 2,500 50 2,500
2012-09-27 2012-09-25 4 Zable Robert BGB Common Shares of Beneficial Interest P - Purchase D 20.0000 500 10 500
2012-09-26 2012-09-25 4 Smith Daniel Harlan Jr. BGB Common Shares of Beneficial Interest P - Purchase D 20.0000 3,500 70 3,500
2012-09-26 2012-09-25 4 Shaiman Lee Michael BGB Common Shares of Beneficial Interest P - Purchase D 20.0000 1,000 20 1,000
2012-09-25 3 Smith J Albert III See Footnotes BGB Common Shares I 5,236
2012-09-25 3 SCHWARZMAN STEPHEN A Reporting person BGB Common Shares I 5,236
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)
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista