TMC
TMC the metals Co Inc.
+0.17 (+4.55%)3.80USD1.7M成交股數1.7B市值5.0本益比(近四季)348.6股價營收比+607.5%營收年增(近四季)2026-11-12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 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.7M |
| 近 180 天 淨額 | −1.7M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | 09-17 | Hall Andrew | Director | A 獲配股票 | 72.9K | – | – | 467K | SEC |
| 2026-07-01 | 07-07 | Heerema Edward | TenPercentOwner | P 公開市場買進 | 7.3M | – | – | 62.4M | SEC |
| 2026-07-01 | 07-07 | Allseas Group S.A. | TenPercentOwner | P 公開市場買進 | 7.3M | – | – | 62.4M | SEC |
| 2026-07-01 | 07-07 | Allseas Investments S.A. | TenPercentOwner | P 公開市場買進 | 7.3M | – | – | 62.4M | SEC |
| 2026-07-01 | 07-07 | Stichting Administratiekantoor Aequa Lance Foundation | TenPercentOwner | P 公開市場買進 | 7.3M | – | – | 62.4M | SEC |
| 2026-07-01 | 07-07 | Argentum Cedit Virtuti NV | TenPercentOwner | P 公開市場買進 | 7.3M | – | – | 62.4M | SEC |
| 2026-06-02 | 06-02 | May Brendan | Director | S 公開市場賣出 | 20.8K | 6.42 | 133K | 193K | SEC |
| 2026-05-29 | 06-02 | ERAS Capital LLC | TenPercentOwner | A 獲配股票 | 16.5K | – | – | 460K | SEC |
| 2026-05-29 | 06-02 | ERAS Capital LLC | TenPercentOwner | A 獲配股票 | 17.9K | – | – | 443K | SEC |
| 2026-05-29 | 06-02 | Greig Andrew Carlyle | Director | A 獲配股票 | 20.3K | – | – | 5.1M | SEC |
| 2026-05-29 | 06-02 | Karkar Andrei | Director,TenPercentOwner | A 獲配股票 | 16.5K | – | – | 460K | SEC |
| 2026-05-29 | 06-02 | Karkar Andrei | Director,TenPercentOwner | A 獲配股票 | 17.9K | – | – | 443K | SEC |
| 2026-05-29 | 06-02 | Madsbjerg Christian | Director | A 獲配股票 | 16.5K | – | – | 410K | SEC |
| 2026-05-29 | 06-02 | Khama Sheila | Director | A 獲配股票 | 17.3K | – | – | 337K | SEC |
| 2026-05-29 | 06-02 | Hall Andrew | Director | A 獲配股票 | 16.5K | – | – | 394K | SEC |
| 2026-05-29 | 06-02 | Madsbjerg Christian | Director | A 獲配股票 | 19.1K | – | – | 394K | SEC |
| 2026-05-29 | 06-02 | May Brendan | Director | A 獲配股票 | 16.5K | – | – | 214K | SEC |
| 2026-05-29 | 06-02 | Hall Andrew | Director | A 獲配股票 | 18.3K | – | – | 378K | SEC |
| 2026-05-29 | 06-02 | Khama Sheila | Director | A 獲配股票 | 16.5K | – | – | 354K | SEC |
| 2026-05-29 | 06-02 | Greig Andrew Carlyle | Director | A 獲配股票 | 16.5K | – | – | 5.1M | SEC |
| 2026-04-13 | 04-15 | Barron Gerard | Chairman & CEO | A 獲配股票 | 816K | – | – | 41.8M | SEC |
| 2026-04-13 | 04-15 | Shesky Craig | Chief Financial Officer | A 獲配股票 | 454K | – | – | 1.9M | SEC |
| 2026-04-13 | 04-15 | ILVES Erika | Chief Strategy Officer | A 獲配股票 | 454K | – | – | 5.2M | SEC |
| 2026-03-26 | 03-26 | Shesky Craig | Chief Financial Officer | S 公開市場賣出 | 215K | 4.53 | 976K | 1.4M | SEC |
| 2026-03-25 | 03-26 | Shesky Craig | Chief Financial Officer | S 公開市場賣出 | 78.2K | 4.58 | 358K | 1.6M | SEC |
| 2026-03-24 | 03-26 | Shesky Craig | Chief Financial Officer | S 公開市場賣出 | 51.9K | 4.74 | 246K | 1.7M | SEC |
| 2026-03-20 | 03-24 | Shesky Craig | Chief Financial Officer | M 選擇權執行 | 208K | – | – | 1.8M | SEC |
| 2026-03-20 | 03-24 | Shesky Craig | Chief Financial Officer | M 選擇權執行 | 167K | – | – | 1.6M | SEC |
| 2026-03-20 | 03-24 | Shesky Craig | Chief Financial Officer | M 選擇權執行 | 188K | – | – | 1.4M | SEC |
| 2026-02-10 | 02-10 | Shesky Craig | Chief Financial Officer | M 選擇權執行 | 63.2K | 0.65 | 41K | 1.2M | SEC |
| 2026-02-06 | 02-10 | Madsbjerg Christian | Director | M 選擇權執行 | 31.6K | 0.65 | 21K | 375K | SEC |
| 2026-02-06 | 02-10 | Madsbjerg Christian | Director | M 選擇權執行 | 11.6K | 0.52 | 6K | 343K | SEC |
| 2026-02-06 | 02-10 | Karkar Andrei | Director,TenPercentOwner | M 選擇權執行 | 31.6K | 0.65 | 21K | 426K | SEC |
| 2026-02-06 | 02-10 | ERAS Capital LLC | TenPercentOwner | M 選擇權執行 | 31.6K | 0.65 | 21K | 426K | SEC |
| 2026-02-03 | 02-05 | ERAS Capital LLC | TenPercentOwner | M 選擇權執行 | 63.7K | 0.52 | 33K | 394K | SEC |
| 2026-02-03 | 02-05 | Karkar Andrei | Director,TenPercentOwner | M 選擇權執行 | 63.7K | 0.52 | 33K | 394K | SEC |
| 2026-01-08 | 01-09 | Greig Andrew Carlyle | Director | M 選擇權執行 | 11.6K | 0.52 | 6K | 4.5M | SEC |
| 2026-01-08 | 01-09 | Greig Andrew Carlyle | Director | M 選擇權執行 | 579K | 2.60 | 1.5M | 5.0M | SEC |
| 2026-01-08 | 01-09 | Greig Andrew Carlyle | Director | M 選擇權執行 | 31.6K | 0.65 | 21K | 5.1M | SEC |
| 2025-12-02 | 12-02 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 50.0K | 6.77 | 339K | 2.0M | SEC |
| 2025-11-28 | 12-02 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 50.0K | 6.51 | 326K | 2.1M | SEC |
| 2025-09-24 | 09-24 | ILVES Erika | Chief Strategy Officer | M 選擇權執行 | 262K | 0.65 | 170K | 4.5M | SEC |
| 2025-09-24 | 09-24 | ILVES Erika | Chief Strategy Officer | M 選擇權執行 | 1.1M | 0.65 | 715K | 4.2M | SEC |
| 2025-09-24 | 09-24 | ILVES Erika | Chief Strategy Officer | M 選擇權執行 | 253K | 0.65 | 164K | 4.8M | SEC |
| 2025-09-23 | 09-24 | O'Sullivan Anthony | Chief Development Officer | A 獲配股票 | 1.0M | – | – | 2.1M | SEC |
| 2025-09-23 | 09-24 | ILVES Erika | Chief Strategy Officer | A 獲配股票 | 2.0M | – | – | 3.1M | SEC |
| 2025-09-22 | 09-24 | ILVES Erika | Chief Strategy Officer | S 公開市場賣出 | 1.6M | 5.77 | 9.2M | 1.1M | SEC |
| 2025-09-02 | 09-04 | Spiro Alex | Director | A 獲配股票 | 1.8M | – | – | 1.8M | SEC |
| 2025-09-02 | 09-04 | Hess Michael Bernard | Director | A 獲配股票 | 238K | – | – | 238K | SEC |
| 2025-09-02 | 09-04 | Hess Michael Bernard | Director | A 獲配股票 | 7.5M | – | – | 7.7M | SEC |
| 2025-08-26 | 08-28 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 250K | 5.25 | 1.3M | 1.1M | SEC |
| 2025-08-26 | 08-28 | O'Sullivan Anthony | Chief Development Officer | M 選擇權執行 | 250K | 0.65 | 163K | 1.4M | SEC |
| 2025-06-26 | 06-27 | May Brendan | Director | S 公開市場賣出 | 44.2K | 7.38 | 326K | 198K | SEC |
| 2025-06-25 | 06-27 | May Brendan | Director | S 公開市場賣出 | 25.0K | 7.80 | 195K | 242K | SEC |
| 2025-06-20 | 08-28 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 185K | 7.09 | 1.3M | 0 | SEC |
| 2025-06-09 | 08-28 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 50.0K | 4.20 | 210K | 185K | SEC |
| 2025-06-04 | 06-05 | Hall Andrew | Director | A 獲配股票 | 66.5K | – | – | 359K | SEC |
| 2025-05-30 | 06-03 | Karkar Andrei | Director,TenPercentOwner | A 獲配股票 | 22.4K | – | – | 330K | SEC |
| 2025-05-30 | 06-03 | Karkar Andrei | Director,TenPercentOwner | A 獲配股票 | 19.0K | – | – | 308K | SEC |
| 2025-05-30 | 06-03 | Hall Andrew | Director | A 獲配股票 | 22.4K | – | – | 293K | SEC |
| 2025-05-30 | 06-03 | Hall Andrew | Director | A 獲配股票 | 19.4K | – | – | 270K | SEC |
| 2025-05-30 | 06-03 | ERAS Capital LLC | TenPercentOwner | A 獲配股票 | 19.0K | – | – | 308K | SEC |
| 2025-05-30 | 06-03 | Khama Sheila | Director | A 獲配股票 | 5.9K | – | – | 297K | SEC |
| 2025-05-30 | 06-03 | ERAS Capital LLC | TenPercentOwner | A 獲配股票 | 22.4K | – | – | 330K | SEC |
| 2025-05-30 | 06-03 | Siamomua Amelia Kinahoi | Director | A 獲配股票 | 5.5K | – | – | 294K | SEC |
| 2025-05-30 | 06-03 | May Brendan | Director | A 獲配股票 | 22.4K | – | – | 267K | SEC |
| 2025-05-30 | 06-03 | Greig Andrew Carlyle | Director | A 獲配股票 | 22.4K | – | – | 4.4M | SEC |
| 2025-05-30 | 06-03 | Greig Andrew Carlyle | Director | A 獲配股票 | 21.5K | – | – | 4.4M | SEC |
| 2025-05-30 | 06-03 | Madsbjerg Christian | Director | A 獲配股票 | 22.4K | – | – | 332K | SEC |
| 2025-05-30 | 06-03 | Madsbjerg Christian | Director | A 獲配股票 | 20.3K | – | – | 309K | SEC |
| 2025-05-30 | 06-03 | Khama Sheila | Director | A 獲配股票 | 22.4K | – | – | 320K | SEC |
| 2025-05-27 | 08-28 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 100K | 4.78 | 478K | 235K | SEC |
| 2025-05-22 | 05-27 | Stichting Administratiekantoor Aequa Lance Foundation | TenPercentOwner | P 公開市場買進 | 2.3M | – | – | 55.1M | SEC |
| 2025-05-22 | 05-27 | Heerema Edward | TenPercentOwner | P 公開市場買進 | 2.3M | – | – | 55.1M | SEC |
| 2025-05-22 | 05-27 | Allseas Investments S.A. | TenPercentOwner | P 公開市場買進 | 2.3M | – | – | 55.1M | SEC |
| 2025-05-22 | 05-27 | Allseas Group S.A. | TenPercentOwner | P 公開市場買進 | 2.3M | – | – | 55.1M | SEC |
| 2025-05-22 | 05-27 | Argentum Cedit Virtuti NV | TenPercentOwner | P 公開市場買進 | 2.3M | – | – | 55.1M | SEC |
| 2025-05-21 | 05-21 | O'Sullivan Anthony | Chief Development Officer | S 公開市場賣出 | 164K | 4.49 | 738K | 1.1M | SEC |
| 2025-04-01 | 04-02 | Shesky Craig | Chief Financial Officer | S 公開市場賣出 | 354K | 1.66 | 587K | 1.1M | SEC |
| 2025-03-20 | 03-24 | O'Sullivan Anthony | Chief Development Officer | A 獲配股票 | 141K | – | – | 888K | 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 |
|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 15.3M | 67.8M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 3.3M | 14.5M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 2.9M | 13.0M | 新進 | 新進 |
| Anson Funds Management LP | 2.6M | 11.7M | 新進 | 新進 |
| Baird Financial Group, Inc. | 2.4M | 10.8M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 2.4M | 10.8M | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4M | 10.5M | 新進 | 新進 |
| Yorkville Advisors Global, LP | 1.3M | 9.3M | 新進 | 新進 |
| TUDOR INVESTMENT CORP ET AL | 1.7M | 7.5M | 新進 | 新進 |
| MARSHALL WACE, LLP | 1.6M | 7.0M | 新進 | 新進 |
| BlackRock, Inc. | 1.5M | 6.6M | 新進 | 新進 |
| Old West Investment Management, LLC | 1.2M | 5.3M | 新進 | 新進 |
| STATE STREET CORP | 1.1M | 5.1M | 新進 | 新進 |
| GROUP ONE TRADING LLC | 1.1M | 4.7M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 894K | 4.0M | 新進 | 新進 |
| UBS Group AG | 865K | 3.8M | 新進 | 新進 |
| Point72(柯恩) Point72 Asset Management, L.P. | 822K | 3.6M | 新進 | 新進 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 643K | 2.8M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 636K | 2.8M | 新進 | 新進 |
| Mirador Capital Partners LP | 614K | 2.7M | 新進 | 新進 |
| Legend Capital Advisors LLC | 613K | 2.7M | 新進 | 新進 |
| XTX Topco Ltd | 593K | 2.6M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 479K | 2.1M | 新進 | 新進 |
| Trexquant Investment LP | 459K | 2.0M | 新進 | 新進 |
| Balyasny Asset Management L.P. | 445K | 2.0M | 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 | 212 +3 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 212 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 58.9M · 13.4% |
| 合計季末市值 | 258M |
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 | 30.4M |
|---|---|
| 與上期比 | +12.2% |
| 佔流通股數 | 6.89% |
| 日均成交量 | 8.9M |
| 回補天數 | 3.4 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 | 30.4M | +12.2% | 6.89% | 8.9M | 3.4 |
| 2026-08-14 | 27.1M | +2.2% | 6.14% | 5.3M | 5.1 |
| 2026-07-31 | 26.5M | -8.7% | 6.00% | 3.9M | 6.9 |
| 2026-07-15 | 29.0M | +2.5% | 6.58% | 4.3M | 6.8 |
| 2026-06-30 | 28.3M | +4.8% | 6.42% | 4.9M | 5.7 |
| 2026-06-15 | 27.0M | -12.8% | 6.12% | 6.7M | 4.1 |
| 2026-05-29 | 31.0M | -0.0% | 7.02% | 6.1M | 5.0 |
| 2026-05-15 | 31.0M | +0.1% | 7.02% | 6.7M | 4.6 |
| 2026-04-30 | 30.9M | -0.0% | 7.01% | 4.5M | 6.8 |
| 2026-04-15 | 30.9M | +4.8% | 7.01% | 4.5M | 6.8 |
| 2026-03-31 | 29.5M | +6.2% | 6.69% | 7.7M | 3.8 |
| 2026-03-13 | 27.8M | -1.1% | 6.30% | 4.2M | 6.6 |
| 2026-02-27 | 28.1M | -0.6% | 6.37% | 3.8M | 7.4 |
| 2026-02-13 | 28.3M | +5.7% | 6.41% | 7.4M | 3.8 |
| 2026-01-30 | 26.7M | -2.1% | 6.06% | 16.5M | 1.6 |
| 2026-01-15 | 27.3M | -4.5% | 6.19% | 7.5M | 3.6 |
| 2025-12-31 | 28.6M | +1.1% | 6.48% | 7.7M | 3.7 |
| 2025-12-15 | 28.3M | -6.0% | 6.41% | 9.8M | 2.9 |
| 2025-11-28 | 30.1M | +18.0% | 6.82% | 9.9M | 3.1 |
| 2025-11-14 | 25.5M | +2.1% | 5.78% | 6.7M | 3.8 |
| 2025-10-31 | 25.0M | +0.3% | 5.66% | 7.6M | 3.3 |
| 2025-10-15 | 24.9M | -2.8% | 5.65% | 17.2M | 1.5 |
| 2025-09-30 | 25.6M | -12.1% | 5.81% | 8.1M | 3.2 |
| 2025-09-15 | 29.1M | +10.1% | 6.60% | 6.6M | 4.4 |
| 2025-08-29 | 26.5M | +4.0% | 6.00% | 8.9M | 3.0 |
| 2025-08-15 | 25.4M | +18.3% | 5.77% | 12.0M | 2.1 |