TMDX
TransMedics Group, Inc.
-1.16 (-1.32%)86.41USD175K成交股數3.0B市值22.4本益比(近四季)4.5股價營收比+20.7%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 | 1 · 109K · 1 |
|---|---|
| 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 | 109K · 722K |
| 近 180 天 淨額 | −613K |
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 | 09-14 | Weill David | Director | P 公開市場買進 | 1.3K | 81.63 | 109K | 16.4K | SEC |
| 2026-08-17 | 08-17 | TOBIN JAMES R | Director | G 贈與 | 18.0K | – | – | 0 | SEC |
| 2026-07-10 | 07-14 | Hernandez Gerardo | Chief Financial Officer | A 獲配股票 | 17.2K | – | – | 31.9K | SEC |
| 2026-07-10 | 07-14 | Corcoran Nicholas | See remarks | A 獲配股票 | 11.7K | – | – | 41.6K | SEC |
| 2026-07-10 | 07-14 | Hassanein Waleed H | President & CEO | A 獲配股票 | 49.7K | – | – | 171K | SEC |
| 2026-06-15 | 06-17 | Gunderson Thomas J. | Director | M 選擇權執行 | 19.3K | 2.21 | 43K | 26.3K | SEC |
| 2026-06-15 | 06-17 | Gunderson Thomas J. | Director | S 公開市場賣出 | 9.6K | 75.06 | 722K | 16.6K | SEC |
| 2026-05-20 | 05-22 | RAINES MERILEE | Director | A 獲配股票 | 2.9K | – | – | 7.0K | SEC |
| 2026-05-20 | 05-22 | Weill David | Director | A 獲配股票 | 2.9K | – | – | 15.1K | SEC |
| 2026-05-20 | 05-22 | Gunderson Thomas J. | Director | A 獲配股票 | 2.9K | – | – | 7.0K | SEC |
| 2026-05-20 | 05-22 | Kania Edwin | Director | A 獲配股票 | 2.9K | – | – | 264K | SEC |
| 2026-05-20 | 05-22 | Basile Edward M | Director | A 獲配股票 | 2.9K | – | – | 5.8K | SEC |
| 2026-05-20 | 05-22 | TOBIN JAMES R | Director | A 獲配股票 | 2.9K | – | – | 7.0K | SEC |
| 2026-05-20 | 05-22 | Lovell Stephanie | Director | A 獲配股票 | 2.9K | – | – | 5.8K | SEC |
| 2026-05-19 | 05-21 | Forsyth Matthew S. | See Remarks | A 獲配股票 | 15.4K | – | – | 15.4K | SEC |
| 2026-03-04 | 03-06 | Weill David | Director | M 選擇權執行 | 3.6K | 14.20 | 51K | 15.7K | SEC |
| 2026-03-04 | 03-06 | Lovell Stephanie | Director | S 公開市場賣出 | 1.2K | 149.62 | 178K | 2.9K | SEC |
| 2026-03-04 | 03-06 | Weill David | Director | S 公開市場賣出 | 3.6K | 146.82 | 524K | 12.1K | SEC |
| 2026-03-04 | 03-04 | Hernandez Gerardo | Chief Financial Officer | M 選擇權執行 | 5.9K | 69.84 | 413K | 20.6K | SEC |
| 2026-03-04 | 03-04 | Hernandez Gerardo | Chief Financial Officer | S 公開市場賣出 | 1.3K | 147.21 | 195K | 14.7K | SEC |
| 2026-03-04 | 03-04 | Hernandez Gerardo | Chief Financial Officer | M 選擇權執行 | 1.3K | 77.12 | 102K | 16.0K | SEC |
| 2026-03-04 | 03-04 | Hernandez Gerardo | Chief Financial Officer | S 公開市場賣出 | 5.9K | 147.21 | 870K | 14.7K | SEC |
| 2026-03-02 | 03-04 | Hernandez Gerardo | Chief Financial Officer | S 公開市場賣出 | 375 | 139.12 | 52K | 14.7K | SEC |
| 2026-03-02 | 03-04 | Ranganath Anil P. | See remarks | S 公開市場賣出 | 864 | 139.12 | 120K | 13.1K | SEC |
| 2026-03-02 | 03-04 | Corcoran Nicholas | See remarks | S 公開市場賣出 | 3.0K | 139.12 | 413K | 29.8K | SEC |
| 2026-02-18 | 02-20 | Cecere Giovanni | Chief Commercial Officer | A 獲配股票 | 11.1K | – | – | 19.1K | SEC |
| 2026-01-23 | 03-04 | Corcoran Nicholas | See remarks | F 繳稅扣股 | 984 | 135.30 | 133K | 32.8K | SEC |
| 2025-12-04 | 12-05 | Hernandez Gerardo | Chief Financial Officer | S 公開市場賣出 | 920 | 139.62 | 128K | 15.1K | SEC |
| 2025-12-03 | 12-05 | Weill David | Director | S 公開市場賣出 | 5.0K | 138.64 | 693K | 12.1K | SEC |
| 2025-12-03 | 12-05 | Weill David | Director | M 選擇權執行 | 5.0K | 14.20 | 71K | 17.1K | SEC |
| 2025-11-25 | 11-26 | Ranganath Anil P. | See remarks | S 公開市場賣出 | 3.0K | 145.22 | 436K | 14.0K | SEC |
| 2025-11-25 | 11-26 | Ranganath Anil P. | See remarks | M 選擇權執行 | 3.0K | 93.88 | 282K | 17.0K | SEC |
| 2025-11-17 | 11-18 | Hassanein Waleed H | President & CEO | P 公開市場買進 | 8.8K | 114.00 | 1.0M | 495K | SEC |
| 2025-10-29 | 10-31 | Basile Edward M | Director | M 選擇權執行 | 4.1K | 0.70 | 3K | 7.0K | SEC |
| 2025-10-29 | 10-31 | Basile Edward M | Director | S 公開市場賣出(10b5-1) | 4.1K | 130.45 | 540K | 2.9K | SEC |
| 2025-08-07 | 08-08 | Hassanein Waleed H | President & CEO | P 公開市場買進 | 1.9K | 116.85 | 217K | 486K | SEC |
| 2025-08-07 | 08-08 | Hassanein Waleed H | President & CEO | P 公開市場買進 | 6.6K | 116.08 | 768K | 484K | SEC |
| 2025-08-06 | 08-08 | Hassanein Waleed H | President & CEO | P 公開市場買進 | 8.4K | 118.68 | 997K | 478K | SEC |
| 2025-08-04 | 08-05 | Basile Edward M | Director | S 公開市場賣出(10b5-1) | 4.1K | 125.51 | 520K | 2.9K | SEC |
| 2025-08-04 | 08-05 | Basile Edward M | Director | M 選擇權執行 | 4.1K | 0.70 | 3K | 7.0K | SEC |
| 2025-06-09 | 06-10 | Ranganath Anil P. | See remarks | S 公開市場賣出 | 686 | 139.80 | 96K | 14.0K | SEC |
| 2025-05-27 | 05-29 | Basile Edward M | Director | S 公開市場賣出(10b5-1) | 5.0K | 126.45 | 632K | 2.9K | SEC |
| 2025-05-27 | 05-29 | Basile Edward M | Director | M 選擇權執行 | 5.0K | 0.70 | 4K | 7.9K | SEC |
| 2025-05-23 | 05-23 | Weill David | Director | S 公開市場賣出 | 732 | 123.88 | 91K | 12.1K | SEC |
| 2025-05-22 | 05-23 | Weill David | Director | A 獲配股票 | 2.1K | – | – | 12.9K | SEC |
| 2025-05-22 | 05-23 | TOBIN JAMES R | Director | A 獲配股票 | 2.1K | – | – | 4.1K | SEC |
| 2025-05-22 | 05-23 | RAINES MERILEE | Director | A 獲配股票 | 2.1K | – | – | 4.1K | SEC |
| 2025-05-22 | 05-23 | Basile Edward M | Director | A 獲配股票 | 2.1K | – | – | 2.9K | SEC |
| 2025-05-22 | 05-23 | Lovell Stephanie | Director | A 獲配股票 | 2.1K | – | – | 4.1K | SEC |
| 2025-05-22 | 05-23 | Gunderson Thomas James | Director | A 獲配股票 | 2.1K | – | – | 4.1K | SEC |
| 2025-05-22 | 05-23 | KANIA EDWIN M JR | Director | A 獲配股票 | 2.1K | – | – | 261K | SEC |
| 2025-05-09 | 05-13 | Basile Edward M | Director | S 公開市場賣出(10b5-1) | 6.0K | 115.63 | 694K | 732 | SEC |
| 2025-05-09 | 05-13 | Basile Edward M | Director | M 選擇權執行 | 6.0K | 0.70 | 4K | 6.7K | SEC |
| 2025-03-03 | 03-05 | Khayal Tamer I | Chief Commercial Officer | S 公開市場賣出 | 2.4K | 76.43 | 184K | 36.0K | SEC |
| 2025-02-25 | 02-26 | Hassanein Waleed H | President & CEO | A 獲配股票 | 59.8K | – | – | 121K | SEC |
| 2025-02-24 | 02-26 | Khayal Tamer I | Chief Commercial Officer | A 獲配股票 | 17.6K | – | – | 38.4K | SEC |
| 2025-02-24 | 02-26 | Corcoran Nicholas | See Remarks | A 獲配股票 | 12.7K | – | – | 33.8K | SEC |
| 2025-02-24 | 02-26 | Ranganath Anil P. | See remarks | A 獲配股票 | 5.6K | – | – | 14.6K | SEC |
| 2025-02-24 | 02-26 | Hernandez Gerardo | Chief Financial Officer | A 獲配股票 | 3.5K | – | – | 16.0K | SEC |
| 2025-01-07 | 01-10 | Khayal Tamer I | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 1.1K | 80.05 | 87K | 20.8K | SEC |
| 2025-01-07 | 01-10 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 1.1K | 13.28 | 14K | 21.9K | SEC |
| 2024-12-09 | 12-11 | Hernandez Gerardo | Chief Financial Officer | A 獲配股票 | 12.5K | – | – | 12.5K | SEC |
| 2024-12-02 | 12-04 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 1.1K | 13.28 | 14K | 21.9K | SEC |
| 2024-12-02 | 12-04 | Khayal Tamer I | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 1.1K | 86.40 | 94K | 20.8K | SEC |
| 2024-11-11 | 11-13 | Khayal Tamer I | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 1.5K | 90.04 | 131K | 20.8K | SEC |
| 2024-11-11 | 11-13 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 1.5K | 38.46 | 56K | 22.3K | SEC |
| 2024-11-05 | 11-07 | Basile Edward M | Director | M 選擇權執行 | 6.8K | 28.12 | 190K | 7.5K | SEC |
| 2024-11-05 | 11-07 | Basile Edward M | Director | S 公開市場賣出(10b5-1) | 1.5K | 84.30 | 123K | 732 | SEC |
| 2024-11-05 | 11-07 | Basile Edward M | Director | S 公開市場賣出(10b5-1) | 5.3K | 83.35 | 441K | 2.2K | SEC |
| 2024-11-01 | 11-05 | Khayal Tamer I | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 1.1K | 82.64 | 89K | 20.8K | SEC |
| 2024-11-01 | 11-05 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 1.1K | 13.28 | 14K | 21.9K | SEC |
| 2024-10-15 | 10-17 | Hassanein Waleed H | President & CEO | S 公開市場賣出(10b5-1) | 1.2K | 134.23 | 161K | 61.9K | SEC |
| 2024-10-15 | 10-17 | Hassanein Waleed H | President & CEO | S 公開市場賣出(10b5-1) | 3.5K | 132.82 | 467K | 63.1K | SEC |
| 2024-10-15 | 10-17 | Hassanein Waleed H | President & CEO | S 公開市場賣出(10b5-1) | 300 | 135.04 | 41K | 61.6K | SEC |
| 2024-10-15 | 10-17 | Hassanein Waleed H | President & CEO | S 公開市場賣出(10b5-1) | 3.6K | 131.91 | 476K | 66.7K | SEC |
| 2024-10-15 | 10-17 | Hassanein Waleed H | President & CEO | M 選擇權執行 | 8.6K | 13.28 | 115K | 70.3K | SEC |
| 2024-10-01 | 10-03 | Khayal Tamer I | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 823 | 146.15 | 120K | 23.0K | SEC |
| 2024-10-01 | 10-03 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 1.1K | 13.28 | 14K | 23.8K | SEC |
| 2024-10-01 | 10-03 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 417 | 66.10 | 28K | 22.7K | SEC |
| 2024-10-01 | 10-03 | Khayal Tamer I | Chief Commercial Officer | M 選擇權執行 | 1.5K | 38.46 | 56K | 22.3K | 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. | 5.6M | 372M | 新進 | 新進 |
| FMR LLC | 5.1M | 341M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | 128M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 99.5M | 新進 | 新進 |
| STATE STREET CORP | 1.4M | 94.3M | 新進 | 新進 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 910K | 60.5M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 895K | 59.5M | 新進 | 新進 |
| Hood River Capital Management LLC | 751K | 49.9M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 610K | 40.5M | 新進 | 新進 |
| BRAIDWELL LP | 610K | 40.5M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 560K | 37.2M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 559K | 37.1M | 新進 | 新進 |
| EVENTIDE ASSET MANAGEMENT, LLC | 549K | 36.5M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 516K | 34.3M | 新進 | 新進 |
| EMERALD ADVISERS, LLC | 490K | 32.6M | 新進 | 新進 |
| UBS Group AG | 488K | 32.4M | 新進 | 新進 |
| MORGAN STANLEY | 405K | 26.9M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 398K | 26.5M | 新進 | 新進 |
| Invesco Ltd. | 395K | 26.2M | 新進 | 新進 |
| CITIGROUP INC | 386K | 25.6M | 新進 | 新進 |
| Capital World Investors | 385K | 25.5M | 新進 | 新進 |
| NORTHERN TRUST CORP | 369K | 24.5M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 329K | 21.8M | 新進 | 新進 |
| WASATCH ADVISORS LP | 308K | 20.5M | 新進 | 新進 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 308K | 20.5M | 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 | 374 -42 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 374 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 34.8M · 100.0% |
| 合計季末市值 | 2.3B |
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 | 8.1M |
|---|---|
| 與上期比 | +2.1% |
| 佔流通股數 | 23.30% |
| 日均成交量 | 632K |
| 回補天數 | 12.8 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 | 8.1M | +2.1% | 23.30% | 632K | 12.8 |
| 2026-08-14 | 7.9M | +3.1% | 22.81% | 1.2M | 6.7 |
| 2026-07-31 | 7.7M | -0.6% | 22.13% | 808K | 9.5 |
| 2026-07-15 | 7.7M | -1.9% | 22.25% | 809K | 9.5 |
| 2026-06-30 | 7.9M | +2.4% | 22.68% | 1.3M | 6.0 |
| 2026-06-15 | 7.7M | +4.4% | 22.15% | 1.1M | 7.2 |
| 2026-05-29 | 7.4M | -10.0% | 21.22% | 1.4M | 5.3 |
| 2026-05-15 | 8.2M | -1.7% | 23.58% | 2.4M | 3.4 |
| 2026-04-30 | 8.3M | +9.4% | 23.99% | 966K | 8.6 |
| 2026-04-15 | 7.6M | -5.3% | 21.94% | 741K | 10.3 |
| 2026-03-31 | 8.0M | -3.6% | 23.16% | 1.2M | 7.0 |
| 2026-03-13 | 8.3M | -1.7% | 24.03% | 890K | 9.4 |
| 2026-02-27 | 8.5M | +3.1% | 24.45% | 873K | 9.7 |
| 2026-02-13 | 8.2M | +4.2% | 23.72% | 582K | 14.1 |
| 2026-01-30 | 7.9M | +8.4% | 22.76% | 855K | 9.2 |
| 2026-01-15 | 7.3M | +1.1% | 21.00% | 710K | 10.3 |
| 2025-12-31 | 7.2M | +2.9% | 20.77% | 633K | 11.4 |
| 2025-12-15 | 7.0M | -9.3% | 20.18% | 773K | 9.1 |
| 2025-11-28 | 7.7M | +12.5% | 22.25% | 961K | 8.0 |
| 2025-11-14 | 6.9M | -9.0% | 19.79% | 787K | 8.7 |
| 2025-10-31 | 7.5M | -5.4% | 21.75% | 1.2M | 6.5 |
| 2025-10-15 | 8.0M | -2.1% | 22.99% | 865K | 9.2 |
| 2025-09-30 | 8.1M | -3.0% | 23.48% | 886K | 9.2 |
| 2025-09-15 | 8.4M | +1.5% | 24.21% | 1.2M | 7.0 |
| 2025-08-29 | 8.3M | +5.5% | 23.85% | 719K | 11.5 |
| 2025-08-15 | 7.8M | +2.2% | 22.61% | 1.2M | 6.5 |