Smart Insider

Company ‘insiders’ can offer valuable clues to future share performance but investors can’t follow every trade. Identifying the ‘Smart Insiders’ through specialist desktop or quant feeds helps our clients achieve outperformance.

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Timely data delivery customised to every user, backed by analysis tools on our website

We rank the stocks where transactions are most likely to indicate future share price performance

Intra-day and historic transaction data delivered by flat file, XML, or API. Includes Point-in time analysis

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Desktop Service

Better data usually means less of it, not more. By customising delivery right down to user level we ensure that the frequency of delivery and alerts gives our subscribers the facts they need tailored to their investment process. Desktop alerts draw attention to key trades and give users the ability to look behind the headline data with comprehensive filtering and display tools. Every client is different so users can specify the method, timing and frequency of data delivery as well as define the stock universe which matters to them.

Signals Service

Our Signals service starts with our senior analysts getting hands-on with the data. Experienced minds review the data as a team throughout the day uncovering stocks where director trading patterns are most likely to indicate future share-price performance. Ideas and convictions are scrutinised before the team reach a view on companies by looking at trades by individual directors or multiple board members. The conclusions comprise our signals data along with commentary on why each conclusion has been reached.

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Where stocks meet individual clients’ investment criteria the signals are communicated in a way that suits their work-flow. Bespoke services can include bespoke analysis of a client portfolio or other stocks of interest. Signals data does not include recommendations to Buy or Sell and stocks.

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Quantitative Delivery

With around three million transaction records growing by 1,000 per day, our global insider transaction database dates back to the mid 1990’s in some markets. Each transaction has been scrutinised by our production analysts ensuring consistency, accuracy, and timeliness. Data is processed under consistent criteria using bespoke software tools and secondary data sources to ensure records are accurate and complete.

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Whilst clients demand high standards of accuracy, data in itself is not the ultimate goal. Our historic data has a proven track record in giving signals which help clients improve their investment decisions. Coupling Investment grade insider data with more traditional data sets such as fundamentals, news flow, or broker estimates can lend weight to stock sentiment or identify new stock opportunities. Our clients use a variety of features within the data itself to test different hypotheses and can build their own algorithms based on conclusions from historical testing. Our operations staff are on hand to help with this by providing pointers to help with historical analysis, or delivering data derived on bespoke algorithms as required by each client.

Buybacks

Our Company buyback data tracks and analyses the amount and value of shares bought back by listed companies. Covering every market where buybacks are reported our global offering also includes ‘Buyback Intentions’ which are the announcements made before buybacks are executed. Our reports and alerts cut through the noise offering clients concise, timely buyback data tailored to their stock universe.

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Politician Stock Trading

Transparency guidelines in the US require Congressmen and Senators to publish details of their trades in company shares globally. Though less stringent than regulations for company insiders the data shows which politicians have a vested interest in certain stocks and provides insight into where positions have increased or reduced.

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Stock of the Week

$PSA positive insider activity ranked Sep 15

September 23rd, 2020|

Tamara Gustavson (Non-Executive since 2008) purchased $8.1 million of stock on the 10th of September at $217.65. The trade is unusual as it is only her second purchase since 2006 and she had been a regular, material seller between 2006-15. Her only recent previous purchase was for $15 million at $215 in 2016. Ronald Havner (Chair since 2018, previously CEO since 2002) purchased $408,000 of stock on the 8th September. This is his first purchase since 2009, he sold significant stock between 2010-18. Whilst these trades are relatively small for both directors compared to historic sales, both directors are very rare traders which is encouraging. We are ranking the stock +1

$AFG ranked positive on 8-Sep-20

September 18th, 2020|

Kenneth Ambrecht (Director since 2005) purchased $200,000 worth of stock on September 1st at $66.38, adding to the $440,000 he spent from May-August at prices ranging from $60-65. Despite being on the board for 15 years these are his first open market purchases. John Berding (President of American Money Management Corp, Director since 2012) has acquired $950,000 worth of shares in his 401k since May, at prices ranging from $55-67. Craig Lindner (Co-CEO & President, joined 1980) purchased $760,000 worth of shares in August at $63, in addition to the $3.5 million he added to his 401k from May-August. We believe Linder and Berding’s 401k purchases are discretionary. These are interesting and aggressive purchases from long-time directors who have limited open market activity in this stock.

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