介绍

本页面提供了有关 Joseph A Walicki 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Joseph A Walicki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:JCI / Johnson Controls International plc Vice President & President, PS 183,147
VP & Pres., Power Solutions 0
如何解读这些图表

以下图表显示了在Joseph A Walicki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 Joseph A Walicki 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
2018-12-10 2018-12-07 4 JCI Johnson Controls International plc
Ordinary Shares
F - Taxes -2,841 183,147 -1.53 32.66 -92,787 5,981,581
2018-12-10 2018-12-06 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 118,345 118,345 33.39 3,951,540 3,951,540
2018-12-10 2018-12-06 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 19,706 185,988 11.85
2018-10-09 2018-10-08 4 JCI Johnson Controls International plc
Ordinary Shares
F - Taxes -31,422 165,643 -15.94 36.31 -1,140,933 6,014,497
2017-12-11 2017-12-07 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 93,333 93,333
2017-12-11 2017-12-07 4 JCI Johnson Controls International plc
Ordinary Shares
F - Taxes -17,107 193,854 -8.11 37.36 -639,118 7,242,385
2017-12-11 2017-12-07 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 17,612 210,961 9.11
2017-11-21 2017-11-20 4 JCI Johnson Controls International plc
Ordinary Shares
F - Taxes -2,948 193,349 -1.50 36.39 -107,278 7,035,970
2017-10-11 2017-10-07 4 JCI Johnson Controls International plc
Ordinary Shares
F - Taxes -1,824 195,261 -0.93 41.07 -74,912 8,019,369
2017-09-05 2017-08-31 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
M - Exercise -16,279 0 -100.00
2017-09-05 2017-08-31 4 JCI Johnson Controls International plc
Ordinary Shares
D - Sale to Issuer -16,279 196,060 -7.67 39.73 -646,789 7,789,760
2017-09-05 2017-08-31 4 JCI Johnson Controls International plc
Ordinary Shares
M - Exercise 16,279 212,339 8.30 22.92 373,115 4,866,811
2017-02-08 2017-02-06 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
M - Exercise -13,023 0 -100.00
2017-02-08 2017-02-06 4 JCI Johnson Controls International plc
Ordinary Shares
D - Sale to Issuer -13,023 194,992 -6.26 42.40 -552,214 8,268,233
2017-02-08 2017-02-06 4 JCI Johnson Controls International plc
Ordinary Shares
M - Exercise 13,023 208,015 6.68 26.53 345,500 5,518,630
2016-12-14 2016-12-13 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
M - Exercise -10,419 0 -100.00
2016-12-14 2016-12-13 4 JCI Johnson Controls International plc
Ordinary Shares
D - Sale to Issuer -10,419 193,955 -5.10 43.59 -454,167 8,454,539
2016-12-14 2016-12-13 4 JCI Johnson Controls International plc
Ordinary Shares
M - Exercise 10,419 204,374 5.37 37.05 386,024 7,572,042
2016-11-22 2016-11-21 4 JCI Johnson Controls International plc
Ordinary Shares
F - Taxes -1,377 193,955 -0.70 44.71 -61,566 8,671,710
2016-11-22 2016-11-18 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 34,306 195,332 21.30
2016-10-26 2016-10-07 4/A JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 73,192 73,192
2016-10-26 2016-10-07 4/A JCI Johnson Controls International plc
Ordinary Shares
A - Award 14,528 149,655 10.75
2016-10-11 2016-10-07 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 71,051 71,051
2016-10-11 2016-10-07 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 14,103 149,230 10.44
2016-10-11 2016-09-02 4/A JCI Johnson Controls International plc
Ordinary Shares
A - Award 89,308 89,308
2016-09-12 2016-09-08 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 31,341 134,970 30.24
2016-09-12 2016-09-08 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 14,478 103,629 16.24
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 50,038 50,038
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 8,722 8,722
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 14,478 14,478
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 11,428 11,428
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 16,100 16,100
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 12,500 12,500
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 13,200 13,200
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 15,000 15,000
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 12,000 12,000
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Employee Stock Option (Right to Buy)
A - Award 9,600 9,600
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 3,693 3,693
2016-09-07 2016-09-02 4 JCI Johnson Controls International plc
Ordinary Shares
A - Award 89,151 89,151
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Phantom Stock Units - Restricted Stock Plan
M - Exercise -137 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -50,038 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -8,722 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -14,478 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -11,428 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -16,100 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -12,500 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -13,200 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -15,000 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -12,000 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
D - Sale to Issuer -9,600 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Common Stock
D - Sale to Issuer -137 0 -100.00 45.45 -6,207
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Common Stock
M - Exercise 137 137
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Common Stock
D - Sale to Issuer -92,333 0 -100.00
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Common Stock
F - Taxes -495 92,333 -0.53 45.45 -22,498 4,196,513
2016-09-07 2016-09-02 4 JCI JOHNSON CONTROLS INC
Common Stock
D - Sale to Issuer -4,420 0 -100.00
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
A - Award 50,038 50,038
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Phantom Stock Units - Restricted Stock Plan
M - Exercise -117 93 -55.75
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Common Stock
A - Award 45,006 90,738 98.41
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Common Stock
A - Award 15,002 45,732 48.82
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Common Stock
F - Taxes -444 30,730 -1.42 43.86 -19,474 1,347,802
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Common Stock
D - Sale to Issuer -117 31,174 -0.37 43.86 -5,117 1,367,276
2015-10-09 2015-10-07 4 JCI JOHNSON CONTROLS INC
Common Stock
M - Exercise 117 31,290 0.37 43.86 5,117 1,372,392
2015-02-26 2015-02-24 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
M - Exercise -20,400 0 -100.00
2015-02-26 2015-02-24 4 JCI JOHNSON CONTROLS INC
Common Stock
D - Sale to Issuer -20,400 30,060 -40.43 50.87 -1,037,766 1,529,192
2015-02-26 2015-02-24 4 JCI JOHNSON CONTROLS INC
Common Stock
M - Exercise 20,400 50,460 67.86 23.96 488,886 1,209,280
2015-01-07 2015-01-05 4 JCI JOHNSON CONTROLS INC
Employee Stock Option (Right to Buy)
A - Award 8,722 8,722 46.31 403,916 403,916
2015-01-07 2015-01-05 4 JCI JOHNSON CONTROLS INC
Common Stock
A - Award 2,699 30,060 9.86
2015-01-07 3 JCI JOHNSON CONTROLS INC
Common Stock
58,830
2015-01-07 3 JCI JOHNSON CONTROLS INC
Common Stock
35,713
2015-01-07 3 JCI JOHNSON CONTROLS INC
Common Stock
58,830
2015-01-07 3 JCI JOHNSON CONTROLS INC
Common Stock
35,713
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)