Don't Ignore The Insider Selling In CrowdStrike Holdings
Don't Ignore The Insider Selling In CrowdStrike Holdings
We wouldn't blame CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shareholders if they were a little worried about the fact that Burt Podbere, the Chief Financial Officer recently netted about US$6.1m selling shares at an average price of US$200. That's a big disposal, and it decreased their holding size by 17%, which is notable but not too bad.
如果CrowdStrike Holdings, Inc.(納斯達克股票代碼:CRWD)的股東對首席財務官伯特·波德貝爾最近淨賺約610萬美元以200美元的平均價格出售股票這一事實感到擔憂,我們就不會責怪他們。這是一個很大的處置,它使他們的持股規模減少了17%,這值得注意但還不算太糟糕。
View our latest analysis for CrowdStrike Holdings
查看我們對CrowdStrike控股的最新分析
The Last 12 Months Of Insider Transactions At CrowdStrike Holdings
CrowdStrike Holdings 最近 12 個月的內幕交易
In the last twelve months, the biggest single sale by an insider was when the Independent Director, Roxanne Austin, sold US$8.4m worth of shares at a price of US$153 per share. That means that an insider was selling shares at slightly below the current price (US$204). As a general rule we consider it to be discouraging when insiders are selling below the current price, because it suggests they were happy with a lower valuation. However, while insider selling is sometimes discouraging, it's only a weak signal. We note that the biggest single sale was only 47% of Roxanne Austin's holding. Notably Roxanne Austin was also the biggest buyer, having purchased US$7.4m worth of shares.
在過去的十二個月中,內部人士最大的一次出售是獨立董事羅克珊·奧斯汀以每股153美元的價格出售了價值840萬美元的股票。這意味着一位內部人士以略低於當前價格(204美元)的價格出售股票。通常,當內部人士以低於當前價格的價格出售時,我們認爲這會令人沮喪,因爲這表明他們對較低的估值感到滿意。但是,儘管內幕拋售有時令人沮喪,但這只是一個微弱的信號。我們注意到,最大的單筆銷售僅爲羅克珊·奧斯汀持股的47%。值得注意的是,羅克珊·奧斯汀也是最大的買家,購買了價值740萬美元的股票。
Over the last year we saw more insider selling of CrowdStrike Holdings shares, than buying. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!
在過去的一年中,我們看到CrowdStrike Holdings股票的內幕拋售多於買入。您可以在下表中看到過去一年的內幕交易(由公司和個人進行的)。如果你點擊圖表,你可以看到所有的個人交易,包括股價、個人和日期!

If you are like me, then you will not want to miss this free list of growing companies that insiders are buying.
如果你像我一樣,那麼你不會想錯過這份業內人士正在收購的成長型公司的免費名單。
Insider Ownership
內部所有權
Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own. We usually like to see fairly high levels of insider ownership. It's great to see that CrowdStrike Holdings insiders own 4.4% of the company, worth about US$2.1b. This kind of significant ownership by insiders does generally increase the chance that the company is run in the interest of all shareholders.
檢驗公司領導者與其他股東之間一致性的另一種方法是查看他們擁有多少股票。我們通常希望看到相當高的內部所有權水平。很高興看到CrowdStrike Holdings內部人士擁有該公司4.4%的股份,價值約21億美元。內部人士持有這種重大所有權通常會增加公司爲所有股東的利益而經營的機會。
So What Do The CrowdStrike Holdings Insider Transactions Indicate?
那麼 CrowdStrike Holdings 內幕交易表明了什麼?
Insiders haven't bought CrowdStrike Holdings stock in the last three months, but there was some selling. And our longer term analysis of insider transactions didn't bring confidence, either. The company boasts high insider ownership, but we're a little hesitant, given the history of share sales. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. While conducting our analysis, we found that CrowdStrike Holdings has 2 warning signs and it would be unwise to ignore them.
在過去的三個月中,業內人士沒有購買CrowdStrike Holdings的股票,但有一些人拋售。而且,我們對內幕交易的長期分析也沒有帶來信心。該公司擁有很高的內部所有權,但考慮到股票銷售的歷史,我們有點猶豫。因此,儘管了解內部人士在買入或賣出方面的所作所爲很有幫助,但了解特定公司面臨的風險也很有幫助。在進行分析時,我們發現CrowdStrike Holdings有兩個警告信號,忽視它們是不明智的。
But note: CrowdStrike Holdings may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt.
但請注意:CrowdStrike Holdings可能不是最值得買入的股票。因此,來看看這份免費列出的投資回報率高、債務低的有趣公司的名單。
For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.
就本文而言,內部人士是指向相關監管機構報告其交易的個人。我們目前只考慮公開市場交易和私下處置的直接利益,不包括衍生品交易或間接權益。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。