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Smart Insider $SPGI.US Ranked Positive On May 4th, 2026

$SPGI.US Ranked Positive On May 4th, 2026

S&P Global Inc (SPGI US, +1, 4-May-26) Martina Cheung (President & CEO since Nov 2024, first joined 2010) purchased approximately $1 million worth of stock on April 29th at $429.93, increasing her stake by 9%. This marks her first purchase despite a 16-year tenure with the company and represents a reversal from a long series of sales, most […]

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Smart Insider $ABT.US Ranked Positive On April 28th, 2026

$ABT.US Ranked Positive On April 28th, 2026

Abbott Laboratories (ABT US, +1, 28-April-26) Philip Boudreau (Executive Vice-President – Chief Financial Officer since 2023, joined 1997) bought 11,109 shares on April 23rd at $91.93, spending $1.1 million. Boundreau has been reportable since at least 2020, and this is his first purchase, and a confident one.  Prior to the purchase, he owned $6.5 million in stock and over […]

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Smart Insider $HOMB.US Ranked Positive On April 21st, 2026

$HOMB.US Ranked Positive On April 21st, 2026

Home Bancshares Inc (HOMB US, +1, 21-April-26) John Allison (Chairman, President & CEO since Nov 2019, Executive Chair since 1998, co-founder) bought $2.7 million of stock on April 17th at $26.96, increasing his holding by 2%. The company reported on April 16th.  This is much the largest of his 18 purchases, as well as a reversal of a […]

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Smart Insider $NKE.US Ranked Positive On April 15th, 2026

$NKE.US Ranked Positive On April 15th, 2026

Nike Inc (NKE US, +1, 15-April-26) We ranked this stock +1 on December 24th based on an unusual and large $3 million purchase from Timothy Cook (Lead Independent Director, joined 2005) at $59, along with purchases of $500,000 each from Robert Swan (Director since 2022) and Jorgen Knudstorp (Director since Sept. 2025).  Elliott Hill (CEO since Oct. 2024; former Senior Officer, 1998-2020) also spent […]

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Smart Insider $VSCO.US Ranked Positive On April 7th, 2026

$VSCO.US Ranked Positive On April 7th, 2026

Victoria’s Secret & Co (VSCO US, +1, 7-April-26) Donna James (Chair since Aug 2021) bought $100,000 worth of stock on April 2nd at $46.23, increasing her holding by 4%. This is roughly 5x the size and at more than 2x the price of her only prior buy of $21,000 at $21.43 in September 2024. This represents her largest […]

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Smart Insider $PICS.US Ranked Positive On Mar 30th, 2026

$PICS.US Ranked Positive On Mar 30th, 2026

PicS N.V (PICS US, +1, 30-March-26) The CEO, a Non-Executive, and the Investor Relations Officer bought a total of $2.3 million of stock between March 23rd and 26th at around $11.70. The purchases follow significant share price weakness since the company raised $436m in its January 2026 listing at $19.  William Pruett (Non-Executive since January 2025) bought $1.2 million […]

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Smart Insider $BORR.US Ranked Positive On Mar 26th, 2026

$BORR.US Ranked Positive On Mar 26th, 2026

Borr Drilling Ltd (BORR US, +1, 26-March-26) Jeffery Currie (Director since Oct 2023) bought $1.3 million of stock on March 24th at $5.31 in his first purchase since joining. This is an encouraging, large first purchase. He is the former Global Head of Commodities Research at Goldman Sachs.  Tor Troim (Director since 2016, former Chair) bought $2.6 million of stock […]

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Smart Insider $LOAR.US Ranked Positive On Mar 16th, 2026

$LOAR.US Ranked Positive On Mar 16th, 2026

Loar Holdings Inc (LOAR US, +1, 16-March-26) Two Non Executives made their first purchase since the April 2024 IPO at $28. Both are on the board as representatives of Abrams Capital, who own 40% of the company, but interestingly the purchases appear to be direct.  Raja Bobbili (Non-Executive since Apr 2024) bought $3.2 million of stock on March 12th […]

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Smart Insider $SRE.US Ranked Positive On Mar 12th, 2026

$SRE.US Ranked Positive On Mar 12th, 2026

Sempra (SRE US, +1, 12-March-26) The Lead Independent Director and another Director purchased a combined $484,000 worth of stock on March 11th. Cynthia Warner (Lead Independent Director since May 2022, joined 2019) bought $232,375 at $92.95, boosting her stake by 28%. Her only prior purchase of $50,000 at $70.65 in March 2025 (+N rank) proved well timed, and it is […]

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Smart Insider $SKWD.US Ranked Positive On Mar 2nd, 2026

$SKWD.US Ranked Positive On Mar 2nd, 2026

Skyward Specialty Insurance Group (SKWD US, +1, 2-March-26) Andrew Robinson (Chair & CEO since Dec 2023, joined 2020) purchased over $1 million worth of stock on February 27th at $46.76, increasing his ownership by 15%. This marks his first purchase in the stock since its IPO in January 2023 at $15 and a reversal from […]

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Smart Insider $ARW.US Ranked Positive On Feb 23rd, 2026

$ARW.US Ranked Positive On Feb 23rd, 2026

Arrow Electronics Inc (ARW US, +1, 23-Feb-26) William Austen (Interim President & Chief Executive Officer since Sep 2025; joined 2020 as a Director) bought $601,000 of stock on February 19th at $151.87, increasing his stake by 10%. His only previous purchase was for $197,000 at $152 in March 2025 and was well timed and it’s notable that he’s […]

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Smart Insider $KKR.US Ranked Positive On Feb 19th, 2026

$KKR.US Ranked Positive On Feb 19th, 2026

KKR & Co Inc (KKR US, +1, 19-Feb-26) The two Co-CEOs and two Directors have made a statement about the stock price, and while possibly coordinated, it is unusual. Joseph Bae (Co-CEO, joined 1996) and Scott Nuttall (Co-CEO, joined 1996) have each purchased $12.8 million worth of stock at $102. Neither has made an open-market purchase in this stock, up until now.  […]

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Smart Insider $APH.US Ranked Positive On Feb 9th, 2026

$APH.US Ranked Positive On Feb 9th, 2026

Amphenol Corp (APH US, +1, 9-Feb-26) Robert Livingston (Non-Executive since Dec 2018) bought $1.3 million of stock on February 5th at $128.51, increasing his stake by 8%. This is his 3rd purchase since joining. Both his previous purchases were of similar size and well-timed: $33 in May 2021 (we ranked +N) and $42 in November 2023 (we ranked +1).  […]

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Smart Insider $LUMN.US Ranked Positive On Feb 6th, 2026

$LUMN.US Ranked Positive On Feb 6th, 2026

Lumen Technologies Inc (LUMN US, +1, 6-Feb-26) Kate Johnson (President & Chief Executive Officer since Nov 2022) spent $500,000 on February 5th at $6.35, going to the well for the fourth time. She has a great record. She spent $1 million in November 2023 at $0.97, $1 million in May 2024 at $1.28, and $500,000 in August 2025 […]

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