TALO
TALOS ENERGY INC.
-0.24 (-1.40%)17.18USD404K成交股數2.9B市值–本益比(近四季)1.4股價營收比+56.5%營收年增(近四季)2026-11-04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 | 3 · 4.6M · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 56.0M |
| 近 180 天 淨額 | −56.0M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | 09-11 | Spath John B. | See Remarks | F 繳稅扣股 | 5.6K | 17.51 | 97K | 173K | SEC |
| 2026-09-09 | 09-11 | Babcock Gregory | See Remarks | F 繳稅扣股 | 4.3K | 17.51 | 75K | 80.2K | SEC |
| 2026-09-09 | 09-11 | Moss William S. III | See Remarks | F 繳稅扣股 | 5.2K | 17.51 | 91K | 300K | SEC |
| 2026-09-02 | 09-04 | Moss William S. III | See Remarks | S 公開市場賣出 | 120K | 17.32 | 2.1M | 305K | SEC |
| 2026-08-27 | 08-31 | Babcock Gregory | See Remarks | S 公開市場賣出 | 61.3K | 16.74 | 1.0M | 84.5K | SEC |
| 2026-08-27 | 08-31 | Spath John B. | See Remarks | S 公開市場賣出 | 90.0K | 16.90 | 1.5M | 179K | SEC |
| 2026-07-01 | 07-06 | Babcock Gregory | See Remarks | F 繳稅扣股 | 438 | 13.47 | 6K | 146K | SEC |
| 2026-05-20 | 05-22 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | S 公開市場賣出 | 340K | 16.80 | 5.7M | 40.5M | SEC |
| 2026-05-19 | 05-20 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | S 公開市場賣出 | 150K | 16.38 | 2.5M | 40.8M | SEC |
| 2026-05-18 | 05-20 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | S 公開市場賣出 | 284K | 16.38 | 4.7M | 40.9M | SEC |
| 2026-03-27 | 03-30 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | S 公開市場賣出 | 1.4M | 16.68 | 22.6M | 41.2M | SEC |
| 2026-03-26 | 03-30 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | S 公開市場賣出 | 960K | 16.65 | 16.0M | 42.6M | SEC |
| 2026-03-10 | 03-12 | Spath John B. | See Remarks | F 繳稅扣股 | 13.1K | 12.94 | 170K | 283K | SEC |
| 2026-03-10 | 03-12 | Sherrill Richard | Director | M 選擇權執行 | 17.8K | – | – | 78.4K | SEC |
| 2026-03-10 | 03-12 | JUNEAU JOHN B | Director | M 選擇權執行 | 17.8K | – | – | 90.3K | SEC |
| 2026-03-10 | 03-12 | Szabo Shandell | Director | D 處分 | 7.1K | 12.94 | 92K | 54.7K | SEC |
| 2026-03-10 | 03-12 | Moss William S. III | See Remarks | F 繳稅扣股 | 13.1K | 12.94 | 170K | 439K | SEC |
| 2026-03-10 | 03-12 | Sherrill Richard | Director | D 處分 | 7.1K | 12.94 | 92K | 71.3K | SEC |
| 2026-03-10 | 03-12 | GOLDMAN NEAL P | Director | D 處分 | 10.2K | 12.94 | 132K | 77.6K | SEC |
| 2026-03-10 | 03-12 | SLEDGE CHARLES M | Director | D 處分 | 7.1K | 12.94 | 92K | 57.9K | SEC |
| 2026-03-10 | 03-12 | GOLDMAN NEAL P | Director | M 選擇權執行 | 25.5K | – | – | 87.8K | SEC |
| 2026-03-10 | 03-12 | Goodfellow Paul R A | See Remarks | F 繳稅扣股 | 44.4K | 12.94 | 575K | 508K | SEC |
| 2026-03-10 | 03-12 | SLEDGE CHARLES M | Director | M 選擇權執行 | 17.8K | – | – | 65.0K | SEC |
| 2026-03-10 | 03-12 | Szabo Shandell | Director | M 選擇權執行 | 17.8K | – | – | 61.8K | SEC |
| 2026-03-10 | 03-12 | Babcock Gregory | See Remarks | F 繳稅扣股 | 4.4K | 12.94 | 57K | 151K | SEC |
| 2026-03-05 | 05-07 | Dailey Zachary B. | See Remarks | A 獲配股票 | 56.1K | – | – | 85.1K | SEC |
| 2026-03-05 | 05-07 | Goodfellow Paul R A | See Remarks | A 獲配股票 | 171K | – | – | 510K | SEC |
| 2026-03-05 | 05-07 | Langin William R. | See Remarks | A 獲配股票 | 56.1K | – | – | 72.4K | SEC |
| 2026-03-05 | 05-07 | Spath John B. | See Remarks | A 獲配股票 | 56.1K | – | – | 290K | SEC |
| 2026-03-05 | 05-07 | Moss William S. III | See Remarks | A 獲配股票 | 56.1K | – | – | 449K | SEC |
| 2026-03-05 | 05-07 | Babcock Gregory | See Remarks | A 獲配股票 | 18.7K | – | – | 156K | SEC |
| 2026-03-05 | 03-09 | Goodfellow Paul R A | See Remarks | A 獲配股票 | 214K | – | – | 553K | SEC |
| 2026-03-05 | 03-09 | Langin William R. | See Remarks | A 獲配股票 | 70.1K | – | – | 86.5K | SEC |
| 2026-03-05 | 03-09 | Dailey Zachary B. | See Remarks | A 獲配股票 | 70.1K | – | – | 99.1K | SEC |
| 2026-03-05 | 03-09 | Moss William S. III | See Remarks | F 繳稅扣股 | 11.0K | 13.24 | 146K | 452K | SEC |
| 2026-03-05 | 03-09 | Moss William S. III | See Remarks | A 獲配股票 | 70.1K | – | – | 463K | SEC |
| 2026-03-05 | 03-09 | Babcock Gregory | See Remarks | A 獲配股票 | 23.4K | – | – | 161K | SEC |
| 2026-03-05 | 03-09 | Babcock Gregory | See Remarks | F 繳稅扣股 | 5.3K | 13.24 | 71K | 155K | SEC |
| 2026-03-05 | 03-09 | Spath John B. | See Remarks | A 獲配股票 | 70.1K | – | – | 304K | SEC |
| 2026-03-05 | 03-09 | Spath John B. | See Remarks | F 繳稅扣股 | 8.3K | 13.24 | 110K | 296K | SEC |
| 2025-12-01 | 12-03 | Spath John B. | See Remarks | F 繳稅扣股 | 126 | 11.37 | 1K | 234K | SEC |
| 2025-10-01 | 10-03 | Langin William R. | See Remarks | A 獲配股票 | 16.4K | – | – | 16.4K | SEC |
| 2025-09-18 | 09-22 | Babcock Gregory | See Remarks | A 獲配股票 | 5.2K | – | – | 137K | SEC |
| 2025-09-18 | 09-22 | Dailey Zachary B. | See Remarks | A 獲配股票 | 29.1K | – | – | 29.1K | SEC |
| 2025-09-09 | 09-11 | Spath John B. | See Remarks | F 繳稅扣股 | 5.3K | 9.52 | 50K | 234K | SEC |
| 2025-09-09 | 09-11 | Babcock Gregory | See Remarks | F 繳稅扣股 | 4.3K | 9.52 | 41K | 132K | SEC |
| 2025-09-09 | 09-11 | Moss William S. III | See Remarks | F 繳稅扣股 | 5.2K | 9.52 | 50K | 393K | SEC |
| 2025-09-03 | 09-05 | Glover Paula R | Director | S 公開市場賣出 | 6.2K | 9.69 | 60K | 0 | SEC |
| 2025-07-01 | 07-03 | Babcock Gregory | See Remarks | F 繳稅扣股 | 437 | 8.53 | 4K | 136K | SEC |
| 2025-05-07 | 05-08 | Moss William S. III | See Remarks | A 獲配股票 | 22.2K | – | – | 398K | SEC |
| 2025-03-10 | 03-12 | Moss William S. III | See Remarks | A 獲配股票 | 77.7K | – | – | 376K | SEC |
| 2025-03-10 | 03-12 | Goodfellow Paul R A | See Remarks | A 獲配股票 | 339K | – | – | 339K | SEC |
| 2025-03-10 | 03-12 | Maiworm Sergio L. Jr. | See Remarks | A 獲配股票 | 99.9K | – | – | 247K | SEC |
| 2025-03-10 | 03-12 | Spath John B. | See Remarks | A 獲配股票 | 99.9K | – | – | 239K | SEC |
| 2025-03-10 | 03-12 | Babcock Gregory | See Remarks | A 獲配股票 | 33.3K | – | – | 137K | SEC |
| 2025-03-05 | 03-07 | Szabo Shandell | Director | M 選擇權執行 | 12.5K | – | – | 49.0K | SEC |
| 2025-03-05 | 03-07 | Sherrill Richard | Director | D 處分 | 5.0K | 8.47 | 42K | 60.6K | SEC |
| 2025-03-05 | 03-07 | Sherrill Richard | Director | M 選擇權執行 | 12.5K | – | – | 65.6K | SEC |
| 2025-03-05 | 03-07 | Spath John B. | See Remarks | F 繳稅扣股 | 11.0K | 8.47 | 93K | 140K | SEC |
| 2025-03-05 | 03-07 | GOLDMAN NEAL P | Director | D 處分 | 11.3K | 8.47 | 96K | 62.2K | SEC |
| 2025-03-05 | 03-07 | GOLDMAN NEAL P | Director | M 選擇權執行 | 10.3K | – | – | 73.6K | SEC |
| 2025-03-05 | 03-07 | Szabo Shandell | Director | D 處分 | 5.0K | 8.47 | 42K | 44.0K | SEC |
| 2025-03-05 | 03-07 | Maiworm Sergio L. Jr. | See Remarks | F 繳稅扣股 | 11.3K | 8.47 | 95K | 147K | SEC |
| 2025-03-05 | 03-07 | GOLDMAN NEAL P | Director | M 選擇權執行 | 18.0K | – | – | 63.3K | SEC |
| 2025-03-05 | 03-07 | SLEDGE CHARLES M | Director | M 選擇權執行 | 12.5K | – | – | 48.2K | SEC |
| 2025-03-05 | 03-07 | Moss William S. III | See Remarks | F 繳稅扣股 | 14.8K | 8.47 | 125K | 298K | SEC |
| 2025-03-05 | 03-07 | Babcock Gregory | See Remarks | F 繳稅扣股 | 6.0K | 8.47 | 50K | 104K | SEC |
| 2025-03-05 | 03-07 | JUNEAU JOHN B | Director | D 處分 | 5.0K | 8.47 | 42K | 72.6K | SEC |
| 2025-03-05 | 03-07 | JUNEAU JOHN B | Director | M 選擇權執行 | 12.5K | – | – | 77.6K | SEC |
| 2025-03-05 | 03-07 | SLEDGE CHARLES M | Director | D 處分 | 7.8K | 8.47 | 66K | 47.3K | SEC |
| 2025-03-05 | 03-07 | SLEDGE CHARLES M | Director | M 選擇權執行 | 6.9K | – | – | 55.0K | SEC |
| 2025-01-03 | 01-06 | MILLS JOSEPH A | See Remarks | F 繳稅扣股 | 11.4K | 10.07 | 114K | 38.8K | SEC |
| 2024-12-02 | 12-03 | Spath John B. | See Remarks | F 繳稅扣股 | 78 | 11.17 | 871.26 | 151K | SEC |
| 2024-11-01 | 11-19 | Duncan Timothy S. | Director | A 獲配股票 | 28.5K | – | – | 706K | SEC |
| 2024-11-01 | 11-19 | MILLS JOSEPH A | See Remarks | A 獲配股票 | 43.6K | – | – | 50.1K | SEC |
| 2024-09-27 | 10-01 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | P 公開市場買進 | 100K | 10.31 | 1.0M | 43.5M | SEC |
| 2024-09-26 | 09-27 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | P 公開市場買進 | 337K | 10.19 | 3.4M | 43.4M | SEC |
| 2024-09-25 | 09-27 | Control Empresarial de Capitales S.A. de C.V. | TenPercentOwner,Other | P 公開市場買進 | 250K | 10.52 | 2.6M | 43.1M | SEC |
| 2024-09-09 | 09-11 | Maiworm Sergio L. Jr. | See Remarks | A 獲配股票 | 113K | – | – | 159K | SEC |
| 2024-09-09 | 09-11 | Moss William S. III | See Remarks | A 獲配股票 | 94.4K | – | – | 313K | 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 |
|---|---|---|---|---|
| BlackRock, Inc. | 19.9M | 257M | +332K (+2%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 9.8M | 127M | +350K (+4%) | 加碼 |
| STATE STREET CORP | 8.2M | 106M | +225K (+3%) | 加碼 |
| Sourcerock Group LLC | 6.9M | 89.0M | −1.1M (-13%) | 減碼 |
| AMERICAN CENTURY COMPANIES INC | 6.2M | 80.4M | +356K (+6%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3M | 68.0M | −72.4K (-1%) | 減碼 |
| CANADA PENSION PLAN INVESTMENT BOARD | 4.0M | 51.9M | −700 (-0%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.6M | 46.9M | +541K (+17%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | 46.0M | +236K (+7%) | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2.8M | 35.9M | +92.6K (+3%) | 加碼 |
| AMERIPRISE FINANCIAL INC | 2.5M | 31.9M | +1.0M (+70%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.4M | 30.5M | −86.9K (-4%) | 減碼 |
| First Eagle Investment Management, LLC | 2.3M | 29.1M | +1.8M (+347%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.2M | 29.0M | −184K (-8%) | 減碼 |
| Webs Creek Capital Management LP | 2.1M | 27.0M | −938K (-31%) | 減碼 |
| Encompass Capital Advisors LLC | 1.7M | 22.6M | 新進 | 新進 |
| NORTHERN TRUST CORP | 1.3M | 17.4M | +74.9K (+6%) | 加碼 |
| MORGAN STANLEY | 1.3M | 17.3M | −617K (-32%) | 減碼 |
| Empowered Funds, LLC | 1.3M | 16.3M | +108K (+9%) | 加碼 |
| FEDERATED HERMES, INC. | 1.3M | 16.2M | +248K (+25%) | 加碼 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.2M | 16.1M | −64.7K (-5%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 1.2M | 15.0M | +112K (+11%) | 加碼 |
| MacKay Shields LLC | 1.2M | 15.0M | −165K (-12%) | 減碼 |
| Invesco Ltd. | 1.1M | 13.9M | −82.7K (-7%) | 減碼 |
| Philosophy Capital Management LLC | 1.1M | 13.6M | 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 | 294 +5 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 47 / 42 / 115 / 78 |
| 機構合計持股 · 佔流通股 | 126M · 75.5% |
| 合計季末市值 | 1.6B |
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 | 9.4M |
|---|---|
| 與上期比 | +2.2% |
| 佔流通股數 | 5.63% |
| 日均成交量 | 1.7M |
| 回補天數 | 5.5 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 | 9.4M | +2.2% | 5.63% | 1.7M | 5.5 |
| 2026-08-14 | 9.2M | +0.9% | 5.51% | 2.1M | 4.5 |
| 2026-07-31 | 9.1M | +0.2% | 5.46% | 2.0M | 4.6 |
| 2026-07-15 | 9.1M | -16.6% | 5.45% | 2.0M | 4.6 |
| 2026-06-30 | 10.9M | +12.8% | 6.54% | 2.5M | 4.4 |
| 2026-06-15 | 9.7M | +2.3% | 5.80% | 1.5M | 6.4 |
| 2026-05-29 | 9.5M | +9.0% | 5.66% | 2.1M | 4.6 |
| 2026-05-15 | 8.7M | -3.9% | 5.20% | 1.8M | 4.8 |
| 2026-04-30 | 9.0M | -2.4% | 5.40% | 1.6M | 5.6 |
| 2026-04-15 | 9.2M | +1.4% | 5.53% | 2.4M | 3.8 |
| 2026-03-31 | 9.1M | -11.5% | 5.46% | 3.4M | 2.7 |
| 2026-03-13 | 10.3M | -5.8% | 6.17% | 2.4M | 4.2 |
| 2026-02-27 | 10.9M | -7.7% | 6.55% | 2.7M | 4.1 |
| 2026-02-13 | 11.8M | +4.2% | 7.10% | 1.9M | 6.4 |
| 2026-01-30 | 11.4M | -0.8% | 6.81% | 2.2M | 5.2 |
| 2026-01-15 | 11.5M | +8.9% | 6.86% | 1.7M | 6.9 |
| 2025-12-31 | 10.5M | -1.0% | 6.30% | 2.0M | 5.4 |
| 2025-12-15 | 10.6M | +5.4% | 6.37% | 2.0M | 5.2 |
| 2025-11-28 | 10.1M | +3.0% | 6.04% | 2.3M | 4.4 |
| 2025-11-14 | 9.8M | -14.9% | 5.87% | 2.1M | 4.6 |
| 2025-10-31 | 11.5M | -0.6% | 6.89% | 1.5M | 7.5 |
| 2025-10-15 | 11.6M | +2.9% | 6.93% | 1.6M | 7.3 |
| 2025-09-30 | 11.2M | +7.6% | 6.74% | 2.4M | 4.7 |
| 2025-09-15 | 10.5M | -0.4% | 6.26% | 2.0M | 5.1 |
| 2025-08-29 | 10.5M | -7.3% | 6.29% | 2.6M | 4.1 |
| 2025-08-15 | 11.3M | +1.2% | 6.78% | 2.9M | 4.0 |