ALEC
Alector, Inc.
-0.05 (-2.34%)1.88USD396K成交股數210M市值–本益比(近四季)15.1股價營收比-57.8%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 296K · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 529K |
| 近 180 天 淨額 | −529K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-04 | 09-04 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 3.6K | 2.51 | 9K | 106K | SEC |
| 2026-09-03 | 09-04 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 72.6K | 2.66 | 193K | 2.3M | SEC |
| 2026-09-03 | 09-04 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 5.2K | 2.67 | 14K | 110K | SEC |
| 2026-09-03 | 09-04 | Berkley Neil Lindsay | CFO & Chief Business Officer | S 公開市場賣出 | 29.3K | 2.66 | 78K | 351K | SEC |
| 2026-09-02 | 09-04 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 656 | 2.75 | 2K | 115K | SEC |
| 2026-08-19 | 08-21 | Rosenthal Arnon | Chief Executive Officer | G 贈與 | 350K | – | – | 1.0M | SEC |
| 2026-08-19 | 08-21 | Rosenthal Arnon | Chief Executive Officer | G 贈與 | 1.1M | – | – | 923K | SEC |
| 2026-07-09 | 07-09 | Wong-Sarad Grace | Principal Accounting Officer | A 獲配股票 | 20.0K | – | – | 115K | SEC |
| 2026-06-17 | 06-17 | GAROFALO ELIZABETH A. | Director | A 獲配股票 | 28.7K | – | – | 119K | SEC |
| 2026-06-17 | 06-17 | Hammond Paula | Director | A 獲配股票 | 28.7K | – | – | 104K | SEC |
| 2026-06-17 | 06-17 | SCHELLER RICHARD H | Director | A 獲配股票 | 28.7K | – | – | 135K | SEC |
| 2026-06-17 | 06-17 | Yaffe Kristine | Director | A 獲配股票 | 28.7K | – | – | 124K | SEC |
| 2026-06-17 | 06-17 | Altmeyer Mark | Director | A 獲配股票 | 28.7K | – | – | 98.7K | SEC |
| 2026-06-17 | 06-17 | LAVIGNE LOUIS J JR | Director | A 獲配股票 | 28.7K | – | – | 128K | SEC |
| 2026-06-17 | 06-17 | DESOUZA ERROL B | Director | A 獲配股票 | 28.7K | – | – | 98.7K | SEC |
| 2026-06-03 | 06-03 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 3.5K | 1.88 | 7K | 95.5K | SEC |
| 2026-06-02 | 06-03 | Berkley Neil Lindsay | CFO & Chief Business Officer | S 公開市場賣出 | 19.4K | 1.97 | 38K | 380K | SEC |
| 2026-06-02 | 06-03 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 5.7K | 1.97 | 11K | 98.9K | SEC |
| 2026-06-02 | 06-03 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 87.2K | 1.97 | 172K | 2.4M | SEC |
| 2026-06-01 | 06-03 | SCHELLER RICHARD H | Director | A 獲配股票 | 10.8K | – | – | 106K | SEC |
| 2026-04-16 | 04-17 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出(10b5-1) | 1.8K | 2.65 | 5K | 105K | SEC |
| 2026-03-15 | 03-13 | Berkley Neil Lindsay | CFO & Chief Business Officer | A 獲配股票 | 54.6K | – | – | 399K | SEC |
| 2026-03-13 | 03-13 | Rosenthal Arnon | Chief Executive Officer | A 獲配股票 | 116K | – | – | 2.5M | SEC |
| 2026-03-10 | 03-12 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出(10b5-1) | 1.0K | 2.65 | 3K | 106K | SEC |
| 2026-03-03 | 03-03 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出(10b5-1) | 3.4K | 2.08 | 7K | 107K | SEC |
| 2026-03-02 | 03-03 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 8.1K | 2.12 | 17K | 111K | SEC |
| 2026-03-02 | 03-03 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 81.9K | 2.12 | 174K | 2.3M | SEC |
| 2026-03-02 | 03-03 | Berkley Neil Lindsay | CFO & Chief Business Officer | S 公開市場賣出 | 29.6K | 2.12 | 63K | 345K | SEC |
| 2026-02-26 | 02-26 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出(10b5-1) | 4.1K | 2.50 | 10K | 119K | SEC |
| 2025-12-05 | 12-08 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 4.8K | 1.21 | 6K | 123K | SEC |
| 2025-12-03 | 12-03 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 104K | 1.12 | 117K | 2.4M | SEC |
| 2025-12-03 | 12-03 | Kenkare-Mitra Sara | President and Head of R&D | S 公開市場賣出 | 41.7K | 1.12 | 47K | 502K | SEC |
| 2025-12-03 | 12-03 | Berkley Neil Lindsay | Chief Bus Ofcr & Interim CFO | S 公開市場賣出 | 37.3K | 1.12 | 42K | 374K | SEC |
| 2025-12-03 | 12-03 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 8.1K | 1.12 | 9K | 128K | SEC |
| 2025-11-10 | 11-12 | Berkley Neil Lindsay | Chief Bus Ofcr & Interim CFO | A 獲配股票 | 65.0K | – | – | 412K | SEC |
| 2025-11-10 | 11-12 | Wong-Sarad Grace | Principal Accounting Officer | A 獲配股票 | 32.3K | – | – | 136K | SEC |
| 2025-11-10 | 11-12 | Rosenthal Arnon | Chief Executive Officer | A 獲配股票 | 174K | – | – | 2.5M | SEC |
| 2025-09-02 | 09-04 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 51.6K | 2.50 | 129K | 2.4M | SEC |
| 2025-09-02 | 09-04 | Wong-Sarad Grace | Principal Accounting Officer | S 公開市場賣出 | 5.9K | 2.50 | 15K | 103K | SEC |
| 2025-09-02 | 09-04 | Berkley Neil Lindsay | Principal Financial Officer | S 公開市場賣出 | 15.8K | 2.50 | 40K | 347K | SEC |
| 2025-09-02 | 09-04 | Kenkare-Mitra Sara | President and Head of R&D | S 公開市場賣出 | 23.6K | 2.50 | 59K | 543K | SEC |
| 2025-08-26 | 08-27 | Hammond Paula | Director | S 公開市場賣出(10b5-1) | 14.0K | 2.36 | 33K | 74.9K | SEC |
| 2025-07-01 | 07-01 | Kenkare-Mitra Sara | President and Head of R&D | A 獲配股票 | 54.7K | – | – | 567K | SEC |
| 2025-07-01 | 07-01 | Rosenthal Arnon | Chief Executive Officer | A 獲配股票 | 137K | – | – | 2.6M | SEC |
| 2025-06-20 | 06-23 | Yaffe Kristine | Director | S 公開市場賣出(10b5-1) | 1.0K | 1.44 | 1K | 95.4K | SEC |
| 2025-06-11 | 06-12 | SCHELLER RICHARD H | Director | A 獲配股票 | 28.7K | – | – | 95.4K | SEC |
| 2025-06-11 | 06-12 | LAVIGNE LOUIS J JR | Director | A 獲配股票 | 28.7K | – | – | 99.4K | SEC |
| 2025-06-11 | 06-12 | Hammond Paula | Director | A 獲配股票 | 28.7K | – | – | 88.9K | SEC |
| 2025-06-11 | 06-12 | Altmeyer Mark | Director | A 獲配股票 | 28.7K | – | – | 70.0K | SEC |
| 2025-06-11 | 06-12 | Yaffe Kristine | Director | A 獲配股票 | 28.7K | – | – | 96.4K | SEC |
| 2025-06-11 | 06-12 | GAROFALO ELIZABETH A. | Director | A 獲配股票 | 28.7K | – | – | 90.0K | SEC |
| 2025-06-11 | 06-12 | DESOUZA ERROL B | Director | A 獲配股票 | 28.7K | – | – | 70.0K | SEC |
| 2025-06-02 | 06-04 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 52.1K | 1.34 | 70K | 2.4M | SEC |
| 2025-06-02 | 06-04 | Kenkare-Mitra Sara | President and Head of R&D | S 公開市場賣出 | 23.9K | 1.34 | 32K | 512K | SEC |
| 2025-06-02 | 06-04 | GRASSO MARC | Chief Financial Officer | S 公開市場賣出 | 16.5K | 1.34 | 22K | 296K | SEC |
| 2025-05-02 | 05-02 | SCHELLER RICHARD H | Director | A 獲配股票 | 15.8K | – | – | 66.7K | SEC |
| 2025-03-03 | 03-05 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 40.3K | 1.47 | 59K | 2.5M | SEC |
| 2025-03-03 | 03-05 | GRASSO MARC | Chief Financial Officer | S 公開市場賣出 | 18.1K | 1.47 | 27K | 313K | SEC |
| 2025-03-03 | 03-05 | Romano Gary | Chief Medical Officer | S 公開市場賣出 | 16.3K | 1.47 | 24K | 333K | SEC |
| 2025-03-03 | 03-05 | Kenkare-Mitra Sara | President and Head of R&D | S 公開市場賣出 | 29.1K | 1.47 | 43K | 536K | SEC |
| 2024-12-02 | 12-03 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 52.2K | 2.52 | 131K | 2.5M | SEC |
| 2024-12-02 | 12-03 | Kenkare-Mitra Sara | President and Head of R&D | S 公開市場賣出 | 26.5K | 2.52 | 67K | 565K | SEC |
| 2024-12-02 | 12-03 | Romano Gary | Chief Medical Officer | S 公開市場賣出 | 14.9K | 2.52 | 38K | 349K | SEC |
| 2024-12-02 | 12-03 | GRASSO MARC | Chief Financial Officer | S 公開市場賣出 | 16.5K | 2.52 | 42K | 331K | SEC |
| 2024-10-01 | 10-02 | Kenkare-Mitra Sara | President and Head of R&D | A 獲配股票 | 300K | – | – | 592K | SEC |
| 2024-10-01 | 10-02 | Rosenthal Arnon | Chief Executive Officer | A 獲配股票 | 611K | – | – | 2.6M | SEC |
| 2024-10-01 | 10-02 | Romano Gary | Chief Medical Officer | A 獲配股票 | 184K | – | – | 364K | SEC |
| 2024-10-01 | 10-02 | GRASSO MARC | Chief Financial Officer | A 獲配股票 | 216K | – | – | 347K | SEC |
| 2024-09-03 | 09-04 | Romano Gary | Chief Medical Officer | S 公開市場賣出 | 8.5K | 4.88 | 41K | 180K | SEC |
| 2024-09-03 | 09-04 | GRASSO MARC | Chief Financial Officer | S 公開市場賣出 | 7.3K | 4.88 | 36K | 131K | SEC |
| 2024-09-03 | 09-04 | Rosenthal Arnon | Chief Executive Officer | S 公開市場賣出 | 26.5K | 4.88 | 129K | 1.9M | SEC |
| 2024-09-03 | 09-04 | Kenkare-Mitra Sara | President and Head of R&D | S 公開市場賣出 | 13.9K | 4.88 | 68K | 292K | SEC |
| 2024-08-22 | 08-23 | SCHELLER RICHARD H | Director | S 公開市場賣出 | 44.3K | 5.16 | 228K | 35.0K | SEC |
| 2024-08-12 | 08-13 | Hammond Paula | Director | S 公開市場賣出(10b5-1) | 10.5K | 5.06 | 53K | 60.2K | SEC |
| 2024-08-12 | 08-13 | Yaffe Kristine | Director | S 公開市場賣出(10b5-1) | 5.0K | 5.06 | 25K | 67.7K | SEC |
| 2024-08-02 | 10-10 | SCHELLER RICHARD H | Director | A 獲配股票 | 15.8K | – | – | 50.8K | SEC |
| 2024-06-12 | 06-12 | GAROFALO ELIZABETH A. | Director | A 獲配股票 | 35.0K | – | – | 61.3K | SEC |
| 2024-06-12 | 06-12 | SCHELLER RICHARD H | Director | A 獲配股票 | 35.0K | – | – | 79.3K | SEC |
| 2024-06-12 | 06-12 | Wehner David M. | Director | A 獲配股票 | 35.0K | – | – | 115K | SEC |
| 2024-06-12 | 06-12 | Hammond Paula | Director | A 獲配股票 | 35.0K | – | – | 70.7K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| TCG Crossover Management, LLC | 10.0M | 20.1M | 不變 | 持平 |
| Nantahala Capital Management, LLC | 8.6M | 17.4M | +5.8M (+207%) | 加碼 |
| BlackRock, Inc. | 7.8M | 15.8M | +107K (+1%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.0M | 8.1M | +331K (+9%) | 加碼 |
| Kynam Capital Management, LP | 3.8M | 7.7M | +1.8M (+90%) | 加碼 |
| Merck & Co., Inc. | 3.5M | 7.1M | 不變 | 持平 |
| Balyasny Asset Management L.P. | 3.2M | 6.5M | +312K (+11%) | 加碼 |
| 683 Capital Management, LLC | 3.2M | 6.4M | 不變 | 持平 |
| 德劭 D. E. Shaw & Co., Inc. | 3.0M | 5.9M | −373K (-11%) | 減碼 |
| ADAR1 Capital Management, LLC | 2.9M | 5.8M | +1.8M (+175%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | 5.7M | +237K (+9%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5M | 4.9M | +168K (+7%) | 加碼 |
| Spruce Street Capital LP | 2.1M | 4.2M | 不變 | 持平 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 2.0M | 4.0M | +9.6K (+0%) | 加碼 |
| Ikarian Capital, LLC | 2.0M | 4.0M | −100K (-5%) | 減碼 |
| STATE STREET CORP | 1.9M | 3.8M | +14.2K (+1%) | 加碼 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.8M | 3.5M | −388K (-18%) | 減碼 |
| MEDICI CAPITAL LLC | 1.7M | 3.3M | 不變 | 持平 |
| Affinity Asset Advisors, LLC | 1.5M | 3.0M | +1.0M (+202%) | 加碼 |
| Eversept Partners, LP | 1.4M | 2.9M | +72.8K (+5%) | 加碼 |
| FMR LLC | 1.4M | 2.8M | −400K (-22%) | 減碼 |
| AQR CAPITAL MANAGEMENT LLC | 1.3M | 2.6M | +598K (+84%) | 加碼 |
| Euclidean Capital LLC | 1.3M | 2.6M | 不變 | 持平 |
| MACKENZIE FINANCIAL CORP | 1.1M | 2.2M | +252K (+29%) | 加碼 |
| DEUTSCHE BANK AG\ | 1.1M | 2.2M | +5.5K (+1%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 141 +3 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 14 / 11 / 56 / 34 |
| 機構合計持股 · 佔流通股 | 95.9M · 85.8% |
| 合計季末市值 | 184M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 6.2M |
|---|---|
| 與上期比 | +4.5% |
| 佔流通股數 | 5.52% |
| 日均成交量 | 1.4M |
| 回補天數 | 4.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 6.2M | +4.5% | 5.52% | 1.4M | 4.6 |
| 2026-08-14 | 5.9M | +4.6% | 5.29% | 1.7M | 3.5 |
| 2026-07-31 | 5.6M | -0.4% | 5.06% | 437K | 12.9 |
| 2026-07-15 | 5.7M | -0.9% | 5.07% | 556K | 10.2 |
| 2026-06-30 | 5.7M | +8.9% | 5.12% | 1.3M | 4.4 |
| 2026-06-15 | 5.2M | +3.2% | 4.70% | 687K | 7.6 |
| 2026-05-29 | 5.1M | +4.7% | 4.55% | 770K | 6.6 |
| 2026-05-15 | 4.9M | -2.8% | 4.35% | 529K | 9.2 |
| 2026-04-30 | 5.0M | -3.0% | 4.48% | 501K | 10.0 |
| 2026-04-15 | 5.2M | -18.0% | 4.61% | 821K | 6.3 |
| 2026-03-31 | 6.3M | +4.6% | 5.63% | 576K | 10.9 |
| 2026-03-13 | 6.0M | +0.1% | 5.38% | 987K | 6.1 |
| 2026-02-27 | 6.0M | -1.6% | 5.38% | 694K | 8.6 |
| 2026-02-13 | 6.1M | -6.7% | 5.46% | 965K | 6.3 |
| 2026-01-30 | 6.5M | +0.7% | 5.85% | 766K | 8.5 |
| 2026-01-15 | 6.5M | +6.0% | 5.81% | 1.2M | 5.3 |
| 2025-12-31 | 6.1M | -3.1% | 5.48% | 1.1M | 5.6 |
| 2025-12-15 | 6.3M | +35.9% | 5.66% | 2.0M | 3.2 |
| 2025-11-28 | 4.7M | -14.3% | 4.17% | 1.3M | 3.5 |
| 2025-11-14 | 5.4M | +16.7% | 4.86% | 2.0M | 2.7 |
| 2025-10-31 | 4.6M | -10.1% | 4.16% | 7.6M | 1.0 |
| 2025-10-15 | 5.2M | -5.7% | 4.63% | 1.2M | 4.2 |
| 2025-09-30 | 5.5M | -6.2% | 4.91% | 1.0M | 5.4 |
| 2025-09-15 | 5.8M | +7.8% | 5.23% | 1.6M | 3.6 |
| 2025-08-29 | 5.4M | -1.0% | 4.85% | 935K | 5.8 |
| 2025-08-15 | 5.5M | -3.6% | 4.90% | 2.1M | 2.6 |