介绍

本页面提供了有关 Jonathan F Klein 已知的内部交易历史的全面分析。内部人士包括公司的高管、董事或重要投资者。一般而言,基于内幕、非公开信息进行交易是非法的。这并不意味着他们在自己的公司进行任何交易都是非法的。但是,他们必须通过Form 4向美国证券交易委员会(SEC)报告所有交易。尽管存在这些限制,学术研究表明,整体而言,内部人士在自己公司中的投资表现往往优于市场。

平均交易盈利能力

“平均交易盈利能力”衡量了内部人士在过去三年中所有非计划性的公开市场买入交易的平均回报率。计算过程包括检查每笔交易,排除了作为10b5-1交易计划的一部分的交易。然后,对每笔交易在3、6和12个月的表现进行平均,以生成该笔交易最终的表现指标。然后,将所有交易的表现指标进行平均,计算出内部人士的总体平均表现指标。列表仅包含在过去两年中进行过至少三笔交易的内部人士。

如果内部人士的交易盈利能力显示为"N/A",则可能是因为该内部人士在过去三年内没有进行任何公开市场买入交易,或者他们进行的交易距离现在时间太近,无法计算出可靠的表现指标。

更新频率:每日

查看收益最高的的内幕交易者列表。

报告内部持仓的公司

美国证券交易委员会(SEC)文件显示Jonathan F Klein已报告在以下公司拥有持仓或进行了交易:

证券 职位 最新报告的持仓
US:MSTR / Strategy Inc President & CLO 200,000
如何解读这些图表

以下图表显示了在Jonathan F Klein进行的每笔公开市场非计划交易后证券的股价表现。非计划交易是指没有作为10b5-1交易计划的一部分而进行的交易。股价表现以累积百分比变化的方式绘制。例如,如果一笔内部人士交易是在2019年1月1日进行的,该图表将显示该证券的每日百分比变化直至当前日期。如果在此期间股价从10美元涨至15美元,则股价的累积百分比变化将为50%。从10美元涨至20美元的价格变化将为100%,而从10美元跌至5美元的价格变化将为-50%。

最终,我们将评估内部人士的交易与股价的超额回报(正向或负向)之间的相关性,以判断内部人士是否在交易中利用内部信息获利。如果内部人士有这样的行为,我们预期看到(a)买入后的正回报,或者(b)卖出后的负回报。对于情况(a),买入图表将显示一系列向上倾斜的曲线,表示每次买入后都有正回报。对于情况(b),卖出图表将显示一系列向下倾斜的曲线,表示每次卖出后都有负回报。

然而,仅凭这一点还不足以得出结论。例如,如果公司的股价在多年内呈现非周期性上升,我们会预期所有买入后的图表都呈现向上倾斜。同样地,多年来呈现非周期性下降的股价会导致卖出后的图表也呈现向下倾斜。这两种情况的图表都不能表示内部人士在进行内幕交易。

最有力的指标是在公司股价呈极度循环波动的情况下,“买入”图表显示正向信号,而“卖出”图表显示负向趋势。这种情况强烈暗示内部人士可能根据内幕信息精确地计时进行交易,以获得财务优势。

内幕交易历史

该表格显示了由 Jonathan F Klein 进行的所有内幕交易的完整列表,这些交易已向美国证券交易委员会(SEC)披露。

备案日期 交易日期 表格 股票代码 证券 代码 10b5-1 股数 剩余股数 %
变化
每股
股价
交易
金额
剩余
金额
2013-09-09 2013-09-05 4 MSTR MICROSTRATEGY INC
Employee Stock Option (Right to buy)
A - Award 200,000 200,000
2011-08-25 2011-08-24 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -10,000 4,873 -67.24
2011-08-25 2011-08-24 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -10,000 0 -100.00 115.50 -1,155,000
2011-08-25 2011-08-24 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 10,000 10,000 4.70 47,000 47,000
2011-08-25 2011-08-23 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -10,000 14,873 -40.20
2011-08-25 2011-08-23 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -10,000 0 -100.00 112.00 -1,120,000
2011-08-25 2011-08-23 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 10,000 10,000 4.70 47,000 47,000
2010-09-08 2010-09-07 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -407 35,128 -1.15
2010-09-08 2010-09-07 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -400 34,872 -1.13
2010-09-08 2010-09-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -7 0 -100.00 81.67 -572
2010-09-08 2010-09-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -800 7 -99.13 81.67 -65,336 572
2010-09-08 2010-09-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 407 807 101.75 20.69 8,421 16,697
2010-09-08 2010-09-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 400 400 4.70 1,880 1,880
2010-09-08 2010-09-03 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -1,500 35,535 -4.05
2010-09-08 2010-09-03 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -1,500 35,272 -4.08
2010-09-08 2010-09-03 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -3,000 0 -100.00 81.27 -243,810
2010-09-08 2010-09-03 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 1,500 3,000 100.00 20.69 31,035 62,070
2010-09-08 2010-09-03 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 1,500 1,500 4.70 7,050 7,050
2009-11-30 2009-11-25 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -150 37,035 -0.40
2009-11-30 2009-11-25 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -150 36,772 -0.41
2009-11-30 2009-11-25 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -300 0 -100.00 90.50 -27,150
2009-11-30 2009-11-25 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 150 300 100.00 20.69 3,104 6,207
2009-11-30 2009-11-25 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 150 150 4.70 705 705
2009-11-25 2009-11-24 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -100 37,185 -0.27
2009-11-25 2009-11-24 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -100 36,922 -0.27
2009-11-25 2009-11-24 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -200 0 -100.00 90.50 -18,100
2009-11-25 2009-11-24 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 100 200 100.00 20.69 2,069 4,138
2009-11-25 2009-11-24 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 100 100 4.70 470 470
2009-11-25 2009-11-23 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -1,500 37,285 -3.87
2009-11-25 2009-11-23 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -1,500 37,022 -3.89
2009-11-25 2009-11-23 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,000 0 -100.00 90.11 -90,110
2009-11-25 2009-11-23 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -2,000 1,000 -66.67 91.00 -182,000 91,000
2009-11-25 2009-11-23 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 1,500 3,000 100.00 20.69 31,035 62,070
2009-11-25 2009-11-23 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 1,500 1,500 4.70 7,050 7,050
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -5,000 38,785 -11.42
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -2,000 38,522 -4.94
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 0 -100.00 103.85 -51,925
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,000 500 -66.67 103.75 -103,750 51,875
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,000 1,500 -40.00 103.50 -103,500 155,250
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 2,500 -3.85 103.31 -10,331 258,275
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -200 2,600 -7.14 103.29 -20,658 268,554
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -6 2,800 -0.21 103.22 -619 289,016
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -600 2,806 -17.62 103.16 -61,896 289,467
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -94 3,406 -2.69 103.15 -9,696 351,329
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 3,500 -2.78 103.11 -10,311 360,885
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 3,600 -2.70 103.09 -10,309 371,124
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -300 3,700 -7.50 103.06 -30,918 381,322
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 4,000 -2.44 103.05 -10,305 412,200
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -200 4,100 -4.65 103.04 -20,608 422,464
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 4,300 -10.42 103.03 -51,515 443,029
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -200 4,800 -4.00 103.02 -20,604 494,496
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -2,000 5,000 -28.57 103.00 -206,000 515,000
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 5,000 7,000 250.00 20.69 103,450 144,830
2007-12-12 2007-12-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 2,000 2,000 4.70 9,400 9,400
2007-12-11 2007-12-07 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -1,965 43,785 -4.30
2007-12-11 2007-12-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -465 0 -100.00 104.25 -48,476
2007-12-11 2007-12-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 465 -51.81 104.00 -52,000 48,360
2007-12-11 2007-12-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 965 -34.13 102.50 -51,250 98,912
2007-12-11 2007-12-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 1,465 -25.45 102.30 -51,150 149,870
2007-12-11 2007-12-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise -1,965 1,965 -50.00 20.69 -40,656 40,656
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -2,250 45,750 -4.69
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Employee Stock Option (right to buy)
M - Exercise -2,250 40,522 -5.26
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -2,000 0 -100.00 112.25 -224,500
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -400 2,000 -16.67 112.08 -44,832 224,160
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 2,400 -4.00 112.04 -11,204 268,896
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,000 2,500 -28.57 112.00 -112,000 280,000
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,000 3,500 -22.22 111.75 -111,750 391,125
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 2,250 4,500 100.00 20.69 46,552 93,105
2007-11-09 2007-11-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 2,250 2,250 4.70 10,575 10,575
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -4,430 42,772 -9.39
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -225 0 -100.00 98.65 -22,196
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -667 225 -74.78 98.56 -65,740 22,176
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,805 892 -66.93 98.55 -177,883 87,907
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -98 2,697 -3.51 98.54 -9,657 265,762
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,135 2,795 -28.88 98.53 -111,832 275,391
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 3,930 -11.29 98.50 -49,250 387,105
2007-06-12 2007-06-08 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 4,430 4,430 4.70 20,821 20,821
2007-06-11 2007-06-07 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -144 47,202 -0.30
2007-06-11 2007-06-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -144 0 -100.00 98.04 -14,118
2007-06-11 2007-06-07 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 144 144 4.70 677 677
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -2,000 48,000 -4.00
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -2,000 47,346 -4.05
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 0 -100.00 119.12 -59,560
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -600 500 -54.55 119.11 -71,466 59,555
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 1,100 -8.33 119.10 -11,910 131,010
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 1,200 -7.69 119.09 -11,909 142,908
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 1,300 -7.14 119.08 -11,908 154,804
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 1,400 -6.67 119.07 -11,907 166,698
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,133 1,500 -43.03 119.05 -134,884 178,575
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -1,367 2,633 -34.18 119.00 -162,673 313,327
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 2,000 4,000 100.00 20.69 41,380 82,760
2006-11-02 2006-10-31 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 2,000 2,000 4.70 9,400 9,400
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -654 49,346 -1.31
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -13 0 -100.00
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -50 0 -100.00
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -217 0 -100.00 99.50 -21,592
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -500 217 -69.74 100.00 -50,000 21,700
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 654 717 1,038.10 4.70 3,074 3,370
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 13 63 26.00 24.80 322 1,562
2006-03-14 2006-03-10 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 50 50 31.50 1,575 1,575
2005-11-22 2005-11-18 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -2,500 50,000 -4.76
2005-11-22 2005-11-18 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -2,500 0 -100.00 79.00 -197,500
2005-11-22 2005-11-18 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 2,500 2,500 4.70 11,750 11,750
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Employee Stock Options (right to buy)
M - Exercise -7,000 13 -99.81
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -3,200 0 -100.00 77.62 -248,384
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 3,200 -3.03 77.57 -7,757 248,224
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -700 3,300 -17.50 77.56 -54,292 255,948
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -350 4,000 -8.05 77.55 -27,142 310,200
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -100 4,350 -2.25 77.53 -7,753 337,256
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -200 4,450 -4.30 77.51 -15,502 344,920
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
S - Sale -2,350 4,650 -33.57 77.50 -182,125 360,375
2005-08-03 2005-08-01 4 MSTR MICROSTRATEGY INC
Class A Common Stock
M - Exercise 7,000 7,000 24.80 173,600 173,600
P
非衍生或衍生证券的公开市场或私下买入
S
非衍生或衍生证券的公开市场或私下卖出
A
公司向内部人员授予、奖励或以其他方式获取证券(例如股票期权)
C
衍生工具转换
D
将证券卖出或转让回公司
F
使用从公司收到的证券的一部分来支付行使价或税务负担。
G
内部人士赠送或接收他人赠送公司股票
K
股权掉期和类似的避险交易
M
行使或转换从公司获得的衍生证券(例如期权)
V
内部人士通过Form 4自愿报告的一笔交易
J
其他(附有交易描述的脚注)