活橡树金融
LOB
34.91
-0.24
-0.68%
活橡树金融
US · LOB
#2912 按市值排名
上市于 2015
34.91
-0.24
-0.68%
实时 - 追踪5344个代码 - 心跳于444秒前
· 2026-10-16 16:10
✦ 量化股权信号 计算方式说明
涨跌不一/平稳
- 最近一期（2026/Q3）披露持股的机构数量减少了1家。
- 机构持股总比例基本持平。
机构持股
- 机构持股比例
- 71.41% -0.02pp
- 机构数量
- 279 -1
- 数据截至
- 2026/Q3 较上一报告期
持股变动 vs 资金流向
方向分歧机构在上一报告期减持了股份，同时该股在最近20个交易日的主力资金呈净流入——两者方向出现分歧。
机构持股变动数据按季度发布且存在滞后；资金流向数据为每日更新。请将其作为方向性的交叉验证参考，而非精确的择时信号。
持股人类型
Mutual Fund62.24%
Individual/Insider22.05%
Hedge Fund4.67%
Public Company2.11%
Family Office/Trust1.24%
Private Company0.55%
Government Pension Fund0.51%
Other6.54%
主要股东 截至 2026-06-30
T. Rowe Price Group, Inc.
14.07% · 6.51M 股
James Mahan
13.34% · 6.17M 股
BlackRock
7.60% · 3.52M 股
Vanguard Capital Management, LLC
4.11% · 1.90M 股
Dimensional Fund Advisors
3.49% · 1.62M 股
Neil Underwood
3.32% · 1.54M 股
State Street Global Advisors
2.95% · 1.37M 股
Barrow, Hanley, Mewhinney & Strauss, LLC
2.94% · 1.36M 股
William Williams
2.83% · 1.31M 股
Gilder Gagnon Howe & Co. LLC
2.43% · 1.12M 股
条形长度是相对于此处列出的最大股东而言，并非相对于公司100%股权。
内部人持股
共追踪50份申报 · 8次买入 · 41次卖出
| 姓名 | 职务 | 持股比例 |
|---|---|---|
| James Mahan | Chairperson & CEO | 13.34% |
| Neil Underwood | President | 3.32% |
| William Williams | Vice Chairman & Executive VP | 2.83% |
| William Losch | CFO & Chief Banking Officer | 0.57% |
| William Cameron | Independent Director | 0.49% |
| Glen Hoffsis | Independent Director | 0.29% |
| Miltom Petty | Independent Director | 0.28% |
| Gregory Seward | Chief Risk Officer & General Counsel | 0.25% |
| Diane Glossman | Independent Director | 0.16% |
| Micah Davis | Chief Marketing & Communications Officer | 0.10% |
内部人交易 最近的 Form 4 申报记录
| 日期 | 姓名 | 职务 | 类型 | 股数 | 价格 |
|---|---|---|---|---|---|
| 2026-09-09 | James Mahan | Chairperson & CEO | Automatic Disposition | -20,000 | $38.63–38.75 |
| 2026-09-09 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $38.75 |
| 2026-09-08 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $38.63 |
| 2026-09-02 | James Mahan | Chairperson & CEO | Automatic Disposition | -10,000 | $39.75 |
| 2026-09-02 | William Williams | Vice Chairman & Executive VP | Automatic Disposition | -6,590 | $40.09 |
| 2026-09-02 | Tonya Bradford | Independent Director | Open Market Disposition | -1,600 | $39.89 |
| 2026-09-01 | James Mahan | Chairperson & CEO | Automatic Disposition | -10,000 | $39.53–39.88 |
| 2026-09-01 | William Williams | Vice Chairman & Executive VP | Automatic Disposition | -1,810 | $40.00 |
| 2026-08-26 | James Mahan | Chairperson & CEO | Automatic Disposition | -20,000 | $39.66–39.99 |
| 2026-08-26 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $39.66 |
| 2026-08-25 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $39.99 |
| 2026-08-24 | William Losch | CFO & Chief Banking Officer | Derivative Exercise and Sale | -22,221 | $39.99 |
| 2026-08-24 | William Losch | CFO & Chief Banking Officer | Derivative Exercise and Retained | +27,779 | -- |
| 2026-08-19 | James Mahan | Chairperson & CEO | Automatic Disposition | -20,000 | $40.53–41.97 |
| 2026-08-19 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $40.55 |
| 2026-08-18 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $42.78 |
| 2026-08-18 | Michael Cairns | Chief Credit Officer | Derivative Exercise and Sale | -1,076 | $40.89 |
| 2026-08-18 | Michael Cairns | Chief Credit Officer | Derivative Exercise and Retained | +1,344 | -- |
| 2026-08-17 | Walter Phifer | Chief Financial Officer | Derivative Exercise and Sale | -1,296 | $42.60 |
| 2026-08-17 | Walter Phifer | Chief Financial Officer | Derivative Exercise and Retained | +1,620 | -- |
Form 4 申报记录，每家公司显示最新的一批。"Other Derivative Acquisition"（其他衍生品获取）类目多为限制性股票/期权归属，并非公开市场买入——具体类型见"类型"列。
报价时间 2026-10-16 16:10:04 · 仅供参考，不构成投资建议，也未考虑您的具体情况。
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