NCMI
National CineMedia, Inc.
-0.06 (-2.56%)2.28USD140K成交股數214M市值–本益比(近四季)0.9股價營收比+12.7%營收年增(近四季)2026-10-29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 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 8 · 981K · 3 |
| 其中 10b5-1 計畫賣出 | 4 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.4M |
| 近 180 天 淨額 | −1.4M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | 08-18 | Glazek David Edward | Director | A 獲配股票 | 50.0K | 2.79 | 139K | 112K | SEC |
| 2026-08-03 | 08-04 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 50.6K | 4.18 | 212K | 551K | SEC |
| 2026-08-03 | 08-04 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.0K | 4.05 | 4K | 204K | SEC |
| 2026-07-31 | 08-04 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 74.6K | – | – | 601K | SEC |
| 2026-07-02 | 07-02 | Woods Maria VG | Chief Legal Officer | S 公開市場賣出 | 12.1K | 3.77 | 45K | 163K | SEC |
| 2026-07-02 | 07-02 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 70.2K | 3.77 | 265K | 527K | SEC |
| 2026-07-02 | 07-02 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出 | 32.3K | 3.77 | 122K | 205K | SEC |
| 2026-06-30 | 07-02 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 51.7K | – | – | 237K | SEC |
| 2026-06-30 | 07-02 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 103K | – | – | 597K | SEC |
| 2026-06-30 | 07-02 | Woods Maria VG | Chief Legal Officer | M 選擇權執行 | 25.8K | – | – | 175K | SEC |
| 2026-06-26 | 06-29 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 28.9K | 3.62 | 105K | 494K | SEC |
| 2026-06-25 | 06-29 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 46.1K | 3.55 | 164K | 522K | SEC |
| 2026-06-22 | 06-26 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 19.0K | 3.42 | 65K | 186K | SEC |
| 2026-05-04 | 05-05 | Woods Maria VG | Chief Legal Officer | S 公開市場賣出 | 5.5K | 3.45 | 19K | 149K | SEC |
| 2026-05-04 | 05-05 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出 | 12.9K | 3.45 | 45K | 205K | SEC |
| 2026-05-04 | 05-05 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 20.2K | 3.45 | 70K | 569K | SEC |
| 2026-05-01 | 05-05 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 29.7K | – | – | 589K | SEC |
| 2026-05-01 | 05-05 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 20.6K | – | – | 218K | SEC |
| 2026-05-01 | 05-05 | Woods Maria VG | Chief Legal Officer | M 選擇權執行 | 11.8K | – | – | 155K | SEC |
| 2026-04-01 | 04-02 | Woods Maria VG | EVP - General Counsel | S 公開市場賣出 | 12.1K | 3.04 | 37K | 143K | SEC |
| 2026-04-01 | 04-02 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出 | 32.4K | 3.04 | 98K | 197K | SEC |
| 2026-04-01 | 04-02 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 64.7K | 3.04 | 197K | 559K | SEC |
| 2026-03-31 | 04-02 | Woods Maria VG | EVP - General Counsel | M 選擇權執行 | 25.8K | – | – | 155K | SEC |
| 2026-03-31 | 04-02 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 103K | – | – | 624K | SEC |
| 2026-03-31 | 04-02 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 51.7K | – | – | 229K | SEC |
| 2026-03-03 | 03-05 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 31.1K | 3.55 | 110K | 520K | SEC |
| 2026-03-02 | 03-05 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 49.7K | – | – | 552K | SEC |
| 2026-02-27 | 03-03 | HILL JULIANA F | Director | M 選擇權執行 | 18.2K | – | – | 58.6K | SEC |
| 2026-02-27 | 03-03 | Glazek David Edward | Director | M 選擇權執行 | 18.2K | – | – | 61.7K | SEC |
| 2026-02-27 | 03-03 | Campbell Kotzman Kelly | Director | M 選擇權執行 | 14.0K | – | – | 14.0K | SEC |
| 2026-02-27 | 03-03 | MARCHESE JOE | Director | M 選擇權執行 | 18.2K | – | – | 70.9K | SEC |
| 2026-02-27 | 03-03 | Bell Nicholas | Director | M 選擇權執行 | 18.2K | – | – | 69.2K | SEC |
| 2025-12-29 | 12-30 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 37.8K | 3.89 | 147K | 502K | SEC |
| 2025-12-29 | 12-30 | Woods Maria VG | EVP - General Counsel | S 公開市場賣出 | 9.0K | 3.89 | 35K | 129K | SEC |
| 2025-12-29 | 12-30 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出 | 21.0K | 3.89 | 82K | 178K | SEC |
| 2025-12-26 | 12-30 | Woods Maria VG | EVP - General Counsel | M 選擇權執行 | 19.4K | – | – | 138K | SEC |
| 2025-12-26 | 12-30 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 77.5K | – | – | 540K | SEC |
| 2025-12-26 | 12-30 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 38.8K | – | – | 199K | SEC |
| 2025-11-10 | 11-12 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 21.2K | 3.89 | 82K | 160K | SEC |
| 2025-10-03 | 10-06 | Sullivan Catherine | President - Sales & Marketing | S 公開市場賣出(10b5-1) | 734 | 4.31 | 3K | 25.7K | SEC |
| 2025-09-30 | 10-02 | Woods Maria VG | EVP - General Counsel | S 公開市場賣出 | 9.0K | 4.44 | 40K | 119K | SEC |
| 2025-09-30 | 10-02 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 77.5K | – | – | 500K | SEC |
| 2025-09-30 | 10-02 | Woods Maria VG | EVP - General Counsel | M 選擇權執行 | 19.4K | – | – | 128K | SEC |
| 2025-09-30 | 10-02 | Sullivan Catherine | President - Sales & Marketing | S 公開市場賣出 | 1.8K | 4.44 | 8K | 26.5K | SEC |
| 2025-09-30 | 10-02 | Sullivan Catherine | President - Sales & Marketing | M 選擇權執行 | 4.8K | – | – | 28.3K | SEC |
| 2025-09-30 | 10-02 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出 | 20.9K | 4.44 | 93K | 181K | SEC |
| 2025-09-30 | 10-02 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 38.8K | – | – | 202K | SEC |
| 2025-09-30 | 10-02 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 37.8K | 4.44 | 168K | 462K | SEC |
| 2025-09-25 | 09-29 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 31.0K | 4.68 | 145K | 422K | SEC |
| 2025-09-17 | 09-18 | Woods Maria VG | EVP - General Counsel | S 公開市場賣出(10b5-1) | 2.6K | 5.00 | 13K | 109K | SEC |
| 2025-08-21 | 08-25 | Sullivan Catherine | President - Sales & Marketing | S 公開市場賣出(10b5-1) | 734 | 4.19 | 3K | 23.5K | SEC |
| 2025-08-14 | 08-18 | HILL JULIANA F | Director | S 公開市場賣出 | 13.4K | 4.44 | 59K | 40.4K | SEC |
| 2025-08-01 | 08-04 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 3.9K | 4.67 | 18K | 453K | SEC |
| 2025-08-01 | 08-04 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 7.9K | – | – | 457K | SEC |
| 2025-07-31 | 08-04 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 36.4K | 4.65 | 169K | 449K | SEC |
| 2025-07-31 | 08-04 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 74.6K | – | – | 486K | SEC |
| 2025-06-30 | 07-02 | Sullivan Catherine | President - Sales & Marketing | S 公開市場賣出 | 1.8K | 4.82 | 9K | 24.3K | SEC |
| 2025-06-30 | 07-02 | Sullivan Catherine | President - Sales & Marketing | M 選擇權執行 | 4.8K | – | – | 26.1K | SEC |
| 2025-06-30 | 07-02 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出 | 18.9K | 4.82 | 91K | 163K | SEC |
| 2025-06-30 | 07-02 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 38.8K | – | – | 182K | SEC |
| 2025-06-30 | 07-02 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 37.8K | 4.82 | 182K | 411K | SEC |
| 2025-06-30 | 07-02 | Woods Maria VG | EVP - General Counsel | M 選擇權執行 | 19.4K | – | – | 120K | SEC |
| 2025-06-30 | 07-02 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 77.5K | – | – | 449K | SEC |
| 2025-06-30 | 07-02 | Woods Maria VG | EVP - General Counsel | S 公開市場賣出 | 9.0K | 4.82 | 44K | 111K | SEC |
| 2025-05-01 | 05-05 | Glazek David Edward | Director | M 選擇權執行 | 12.6K | – | – | 43.5K | SEC |
| 2025-05-01 | 05-05 | MARCHESE JOE | Director | M 選擇權執行 | 15.7K | – | – | 52.7K | SEC |
| 2025-05-01 | 05-05 | Lane Nathan | Director | M 選擇權執行 | 15.7K | – | – | 19.1K | SEC |
| 2025-05-01 | 05-05 | HILL JULIANA F | Director | M 選擇權執行 | 12.6K | – | – | 53.7K | SEC |
| 2025-05-01 | 05-05 | Bell Nicholas | Director | M 選擇權執行 | 14.0K | – | – | 51.0K | SEC |
| 2025-03-31 | 04-01 | Ng Ronnie Y. | Chief Financial Officer | F 繳稅扣股 | 17.7K | 5.84 | 104K | 144K | SEC |
| 2025-03-31 | 04-01 | Woods Maria VG | EVP - General Counsel | F 繳稅扣股 | 8.5K | 5.84 | 50K | 101K | SEC |
| 2025-03-31 | 04-01 | Ng Ronnie Y. | Chief Financial Officer | M 選擇權執行 | 38.8K | – | – | 161K | SEC |
| 2025-03-31 | 04-01 | Sullivan Catherine | President - Sales & Marketing | F 繳稅扣股 | 1.7K | 5.84 | 10K | 21.3K | SEC |
| 2025-03-31 | 04-01 | Sullivan Catherine | President - Sales & Marketing | M 選擇權執行 | 4.8K | – | – | 23.1K | SEC |
| 2025-03-31 | 04-01 | Lesinski Thomas F. | Chief Executive Officer | F 繳稅扣股 | 35.5K | 5.84 | 207K | 372K | SEC |
| 2025-03-31 | 04-01 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 77.5K | – | – | 407K | SEC |
| 2025-03-31 | 04-01 | Woods Maria VG | EVP - General Counsel | M 選擇權執行 | 19.4K | – | – | 109K | SEC |
| 2025-03-19 | 03-21 | Ng Ronnie Y. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 6.03 | 107K | 123K | SEC |
| 2025-03-13 | 03-17 | Lesinski Thomas F. | Chief Executive Officer | S 公開市場賣出 | 84.2K | 5.92 | 498K | 330K | SEC |
| 2025-03-13 | 03-17 | Lesinski Thomas F. | Chief Executive Officer | M 選擇權執行 | 173K | – | – | 414K | 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 |
|---|---|---|---|---|
| Blantyre Capital Ltd | 27.1M | 103M | 新進 | 新進 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 9.5M | 35.9M | 新進 | 新進 |
| Orbis Allan Gray Ltd | 9.3M | 35.4M | 新進 | 新進 |
| BlackRock, Inc. | 5.8M | 21.9M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | 12.2M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.2M | 12.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1M | 8.1M | 新進 | 新進 |
| BARCLAYS PLC | 2.0M | 7.6M | 新進 | 新進 |
| Luxor Capital Group, LP | 2.0M | 7.5M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.9M | 7.1M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 1.8M | 6.9M | 新進 | 新進 |
| Glendon Capital Management LP | 1.7M | 6.4M | 新進 | 新進 |
| STATE STREET CORP | 1.6M | 6.0M | 新進 | 新進 |
| WHITEBOX ADVISORS LLC | 1.3M | 5.1M | 新進 | 新進 |
| EVR Research LP | 1.2M | 4.4M | 新進 | 新進 |
| Bank of New York Mellon Corp | 698K | 2.7M | 新進 | 新進 |
| First Eagle Investment Management, LLC | 687K | 2.6M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 664K | 2.5M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 649K | 2.5M | 新進 | 新進 |
| NORTHERN TRUST CORP | 599K | 2.3M | 新進 | 新進 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 596K | 2.3M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 589K | 2.2M | 新進 | 新進 |
| Axxion S.A. | 493K | 1.9M | 新進 | 新進 |
| VOYA INVESTMENT MANAGEMENT LLC | 486K | 1.8M | 新進 | 新進 |
| MARSHALL WACE, LLP | 480K | 1.8M | 新進 | 新進 |
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 | 107 +4 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 107 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 84.1M · 89.4% |
| 合計季末市值 | 318M |
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 | 7.3M |
|---|---|
| 與上期比 | -1.9% |
| 佔流通股數 | 7.77% |
| 日均成交量 | 1.1M |
| 回補天數 | 6.9 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 | 7.3M | -1.9% | 7.77% | 1.1M | 6.9 |
| 2026-08-14 | 7.5M | +3.7% | 7.92% | 2.0M | 3.7 |
| 2026-07-31 | 7.2M | -1.6% | 7.64% | 297K | 24.2 |
| 2026-07-15 | 7.3M | -0.6% | 7.76% | 298K | 24.5 |
| 2026-06-30 | 7.3M | +2.1% | 7.81% | 633K | 11.6 |
| 2026-06-15 | 7.2M | +2.9% | 7.64% | 399K | 18.0 |
| 2026-05-29 | 7.0M | +0.7% | 7.43% | 306K | 22.8 |
| 2026-05-15 | 6.9M | +2.4% | 7.38% | 335K | 20.7 |
| 2026-04-30 | 6.8M | -1.6% | 7.20% | 290K | 23.4 |
| 2026-04-15 | 6.9M | -3.0% | 7.32% | 643K | 10.7 |
| 2026-03-31 | 7.1M | -6.5% | 7.54% | 362K | 19.6 |
| 2026-03-13 | 7.6M | +2.6% | 8.06% | 572K | 13.3 |
| 2026-02-27 | 7.4M | -4.8% | 7.86% | 670K | 11.0 |
| 2026-02-13 | 7.8M | -2.1% | 8.25% | 370K | 21.0 |
| 2026-01-30 | 7.9M | +0.7% | 8.43% | 251K | 31.6 |
| 2026-01-15 | 7.9M | +0.8% | 8.37% | 264K | 29.9 |
| 2025-12-31 | 7.8M | -4.8% | 8.30% | 328K | 23.8 |
| 2025-12-15 | 8.2M | +4.1% | 8.73% | 475K | 17.3 |
| 2025-11-28 | 7.9M | -4.2% | 8.38% | 345K | 22.9 |
| 2025-11-14 | 8.2M | -2.3% | 8.75% | 568K | 14.5 |
| 2025-10-31 | 8.4M | +2.9% | 8.96% | 437K | 19.3 |
| 2025-10-15 | 8.2M | +7.3% | 8.71% | 513K | 16.0 |
| 2025-09-30 | 7.6M | -0.9% | 8.12% | 414K | 18.5 |
| 2025-09-15 | 7.7M | +4.5% | 8.19% | 453K | 17.0 |
| 2025-08-29 | 7.4M | -6.9% | 7.83% | 412K | 17.9 |
| 2025-08-15 | 7.9M | +8.1% | 8.41% | 692K | 11.4 |