介绍

本页面提供了有关 Joshua Mayer 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Joshua Mayer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:ENV / Envestnet, Inc. Chief Operating Officer 19,353
如何解读这些图表

以下图表显示了在Joshua Mayer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 Joshua Mayer 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
2020-09-02 2020-08-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -244 19,353 -1.25 82.39 -20,103 1,594,494
2020-07-02 2020-06-29 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
M - Exercise -4,418 0 -100.00
2020-07-02 2020-06-29 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -4,418 19,597 -18.40 70.87 -313,104 1,388,839
2020-07-02 2020-06-29 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 4,418 24,015 22.54 12.45 55,004 298,987
2020-06-10 2020-06-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 19,597 -0.76 76.08 -11,412 1,490,940
2020-06-01 2020-05-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -244 19,747 -1.22 71.99 -17,566 1,421,587
2020-06-01 2020-05-28 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -2,017 19,991 -9.16 74.04 -149,339 1,480,134
2020-05-12 2020-05-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 22,008 -0.68 66.36 -9,954 1,460,451
2020-04-10 2020-04-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 22,158 -0.67 50.78 -7,617 1,125,183
2020-03-31 2020-03-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -154 22,308 -0.69 56.98 -8,775 1,271,110
2020-03-11 2020-03-09 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 22,462 -0.66 65.67 -9,850 1,475,080
2020-03-03 2020-02-28 4 ENV ENVESTNET, INC.
Common Stock
A - Award 4,637 22,612 25.80
2020-03-03 2020-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -492 17,975 -2.66 75.48 -37,136 1,356,753
2020-02-12 2020-02-10 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 18,467 -0.81 81.95 -12,292 1,513,371
2020-01-10 2020-01-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 18,617 -0.80 72.67 -10,900 1,352,897
2019-12-31 2019-12-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -238 18,767 -1.25 71.56 -17,031 1,342,967
2019-12-11 2019-12-09 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 19,005 -0.78 72.04 -10,806 1,369,120
2019-12-02 2019-11-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -249 19,155 -1.28 71.08 -17,699 1,361,537
2019-11-12 2019-11-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 19,404 -0.77 63.81 -9,572 1,238,169
2019-10-10 2019-10-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -150 19,554 -0.76 56.37 -8,456 1,102,259
2019-10-01 2019-09-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -238 19,704 -1.19 56.97 -13,559 1,122,537
2019-08-30 2019-08-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -248 19,942 -1.23 55.86 -13,853 1,113,960
2019-08-20 2019-08-16 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -6,881 20,190 -25.42 56.15 -386,368 1,133,668
2019-08-08 2019-08-06 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,031 27,071 -3.67 68.11 -70,221 1,843,806
2019-08-06 2019-08-02 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -500 28,102 -1.75 69.82 -34,910 1,962,082
2019-07-09 2019-07-05 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -500 28,602 -1.72 69.86 -34,930 1,998,136
2019-07-03 2019-07-01 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -154 29,102 -0.53 68.37 -10,529 1,989,704
2019-05-30 2019-05-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -161 29,256 -0.55 68.86 -11,086 2,014,568
2019-05-28 2019-05-23 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -1,000 29,417 -3.29 67.54 -67,540 1,986,824
2019-05-06 2019-05-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,031 30,417 -3.28 71.17 -73,376 2,164,778
2019-04-01 2019-03-29 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -1,619 31,448 -4.90 65.28 -105,688 2,052,925
2019-04-01 2019-03-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -154 33,067 -0.46 64.65 -9,956 2,137,782
2019-03-19 2019-02-01 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,122 33,221 -3.27 55.12 -61,845 1,831,142
2019-03-04 2019-03-01 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -1,162 34,343 -3.27 61.15 -71,056 2,100,074
2019-03-04 2019-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -717 35,505 -1.98 61.01 -43,744 2,166,160
2019-03-04 2019-02-28 4 ENV ENVESTNET, INC.
Common Stock
A - Award 3,606 36,222 11.06
2019-02-06 2019-02-04 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -2,616 32,616 -7.43 55.00 -143,880 1,793,880
2019-01-02 2018-12-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -238 35,232 -0.67 48.94 -11,648 1,724,254
2018-12-04 2018-11-30 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -186 35,470 -0.52 55.00 -10,230 1,950,850
2018-12-03 2018-11-29 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -115 35,656 -0.32 54.66 -6,286 1,948,957
2018-11-13 2018-11-08 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -2,606 35,771 -6.79 55.00 -143,330 1,967,405
2018-11-06 2018-11-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,594 38,377 -3.99 52.12 -83,079 2,000,209
2018-10-03 2018-10-01 4 ENV ENVESTNET, INC.
Common Stock
S - Sale X -186 39,971 -0.46 61.11 -11,366 2,442,628
2018-10-02 2018-09-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -238 40,157 -0.59 60.95 -14,506 2,447,569
2018-08-31 2018-08-29 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -115 40,395 -0.28 62.85 -7,228 2,538,826
2018-08-22 2018-08-20 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -5,398 40,510 -11.76 59.44 -320,857 2,407,914
2018-08-06 2018-08-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,307 45,908 -2.77 59.85 -78,224 2,747,594
2018-07-02 2018-06-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -154 47,215 -0.33 56.20 -8,655 2,653,483
2018-05-31 2018-05-29 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -75 47,369 -0.16 54.55 -4,091 2,583,979
2018-05-04 2018-05-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,031 47,444 -2.13 56.85 -58,612 2,697,191
2018-03-30 2018-03-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -614 48,475 -1.25 57.35 -35,213 2,780,041
2018-03-20 2018-03-16 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -6,743 49,089 -12.08 57.88 -390,285 2,841,271
2018-03-02 2018-02-28 4 ENV ENVESTNET, INC.
Common Stock
A - Award 7,000 55,832 14.33
2018-03-02 2018-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -441 48,832 -0.90 55.10 -24,299 2,690,643
2018-02-06 2018-02-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,134 49,273 -2.25 52.75 -59,818 2,599,151
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
M - Exercise -10,000 0 -100.00
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
M - Exercise -20,000 0 -100.00
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
M - Exercise -800 0 -100.00
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -10,000 50,407 -16.55 52.04 -520,400 2,623,180
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 10,000 60,407 19.84 12.55 125,500 758,108
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -20,000 50,407 -28.41 52.07 -1,041,400 2,624,692
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 20,000 70,407 39.68 9.00 180,000 633,663
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -800 50,407 -1.56 52.20 -41,760 2,631,245
2017-12-27 2017-12-22 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 800 51,207 1.59 7.15 5,720 366,130
2017-12-13 2017-12-11 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -2,000 50,407 -3.82 49.75 -99,500 2,507,748
2017-12-01 2017-11-29 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -83 52,407 -0.16 48.40 -4,017 2,536,499
2017-11-06 2017-11-02 4 ENV ENVESTNET, INC.
Restricted Stock Units
M - Exercise -3,750 26,250 -12.50
2017-11-06 2017-11-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,144 52,490 -2.13 53.70 -61,433 2,818,713
2017-11-06 2017-11-02 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,750 53,634 7.52
2017-08-31 2017-08-29 4 ENV ENVESTNET, INC.
Restricted Stock Units
M - Exercise -269 1,618 -14.26
2017-08-31 2017-08-29 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -83 13,982 -0.59 42.65 -3,540 596,332
2017-08-31 2017-08-29 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 269 14,065 1.95
2017-08-22 2017-08-18 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -1,500 13,796 -9.81 43.66 -65,494 602,375
2017-08-04 2017-08-02 4 ENV ENVESTNET, INC.
Restricted Stock Units
M - Exercise -3,750 30,000 -11.11
2017-08-04 2017-08-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,144 15,296 -6.96
2017-08-04 2017-08-02 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,750 16,440 29.55
2017-05-31 2017-05-29 4 ENV ENVESTNET, INC.
Restricted Stock Units
M - Exercise -269 1,887 -12.48
2017-05-31 2017-05-29 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -83 12,690 -0.65
2017-05-31 2017-05-29 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 269 12,773 2.15
2017-05-03 2017-05-02 4 ENV ENVESTNET, INC.
Restricted Stock Units
M - Exercise -3,750 33,750 -10.00
2017-05-03 2017-05-02 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,144 12,504 -8.38
2017-05-03 2017-05-02 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,750 13,648 37.89
2017-03-30 2017-03-28 4 ENV ENVESTNET, INC.
Restricted Stock Units
A - Award 6,700 6,700 31.70 212,390 212,390
2017-03-30 2017-03-28 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
A - Award 2,233 2,233 31.70 70,786 70,786
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Unit
M - Exercise -1,078 2,156 -33.33
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Unit
M - Exercise -1,333 1,334 -49.98
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Unit
M - Exercise -1,334 0 -100.00
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -329 9,898 -3.22
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 1,078 10,227 11.78
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -407 9 -97.80
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -407 9 -97.80
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 1,333 9,556 16.21
2017-03-02 2017-02-28 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 1,334 8,630 18.28
2017-02-14 2017-02-02 5 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -3,750 37,500 -9.09
2017-02-14 2017-02-02 5 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,298 7,296 -15.10
2017-02-14 2017-02-02 5 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,750 8,594 77.42
2017-02-14 2016-11-03 5 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -3,750 41,250 -8.33
2017-02-14 2016-11-03 5 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,144 4,844 -19.10
2017-02-14 2016-11-03 5 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,750 5,988 167.56
2016-12-30 2016-12-29 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -2,439 2,238 -52.15 35.60 -86,828 79,673
2016-08-04 2016-08-02 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise 45,000 45,000 38.05 1,712,250 1,712,250
2016-03-02 2016-02-29 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
A - Award 3,234 3,234 20.51 66,329 66,329
2016-03-02 2016-02-29 4 ENV ENVESTNET, INC.
Restricted Stock Unit
A - Award 3,234 3,234 20.51 66,329 66,329
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -1,333 2,667 -33.32
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -1,333 2,667 -33.32
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -1,040 0 -100.00
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,475 4,677 -23.98
2016-03-01 2016-02-28 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,706 6,152 151.51
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
A - Award 4,000 4,000 53.88 215,520 215,520
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -1,333 2,667 -33.32
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -1,040 1,040 -50.00
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Restricted Stock Award
M - Exercise -1,167 0 -100.00
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Employee Stock Option (Right to Buy)
A - Award 6,000 6,000 53.88 323,280 323,280
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Common Stock
F - Taxes -1,101 2,446 -31.04
2015-03-03 2015-02-28 4 ENV ENVESTNET, INC.
Common Stock
M - Exercise 3,540 3,547 50,571.43
2014-08-19 2014-08-18 4 ENV ENVESTNET, INC.
Common Stock
S - Sale -1,500 7 -99.54 46.20 -69,300 323
2014-04-07 3 ENV ENVESTNET, INC.
Common Stock
3,056
2014-04-07 3 ENV ENVESTNET, INC.
Common Stock
1,591
2014-04-07 3 ENV ENVESTNET, INC.
Common Stock
3,056
2014-04-07 3 ENV ENVESTNET, INC.
Common Stock
1,591
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)