MSC Industrial Direct Co Inc (MSM US, +1, 4-Nov-25) Mitchell Jacobson (Chairman since Nov 2005, CEO from 1995-2005) bought $15.4 million of stock on November 3rd at $ 84.75, increasing his holding by 2%. He has an excellent recent record as both a buyer and seller. He made a series of purchases during 2021-2022 at prices from $72 – […]
Eastern Bankshares Inc (EBC US, +1, 29-Oct-25) Robert Rivers (Chairman since Jul 2024, first joined 2017) bought 50,000 shares on October 28th at $17.21, spending $860,000. The purchase increases his holdings by 14%, and combined with his August purchase at $16.71 of a similar size, he has increased his holdings by nearly 1/3 in 2025. His only other purchase was on the IPO in […]
Commercial Metals Co (CMC US, +1, 22-Oct-25) John McPherson (Director since Mar 2022) bought 1,722 shares on October 20th at $ 58.09, spending $100,000. McPherson’s first purchase was soon after joining the board in April 2022 at $40. He then waited three years and spent $100,000 in April 2025 at $40 after the price declined following Q1 earnings. We ranked the stock +1 on April 1st based […]
Dollarama Inc (DOL CA, +N, 16-Oct-25) Neil Rossy (President & Chief Executive Officer since May 2016, founder in 2004) bought US$7.4m of stock on October 14th at CAD 174.93, increasing his stake by 1%. This is an unusual purchase; he made a series of much larger sells into rising prices between 2016 and 2024, raising over US$800m. His most recent sale was for US$72m at […]
Carmax Inc (KMX US, +1, 7-Oct-25) Mark O’Neil (Non-Executive since Oct 2019) bought $500,000 of stock on October 2nd at $ 46.21, increasing his holding by 78%. This is only his second purchase. His previous buy was for $252,000 at $93.40 in September 2020, which was very well-timed with the shares increasing 44% over the following six months. He was previously CEO of Dealertrack where he never made […]
Worthington Enterprises Inc (WOR US, +1, 29-Sep-25) Michael Endres (Lead Independent Director since 1999) bought $529,000 worth of stock on September 25th at $ 52.95, increasing his stake by 17%. This is a notable purchase, his first since he bought stock at $24.53 in 2018, and a reversal from a perfectly timed sale of $4.2m of […]
Marvell Technology Inc (MRVL US, +1, 26-Sep-25) The Chair & CEO, CFO, COO, and the President of the Data Center Group bought a total of $2.1m of stock on the 25th of September. On September 24th, the company announced a $5 billion increase to its buyback program and a $1 billion Accelerated Share Repurchase agreement. […]
Tesla Inc (TSLA US, +1, 12-Sep-25) Elon Musk (Chief Executive Officer since Oct 2008, first joined 2004) bought 2.6 million shares on September 12th at $389.28, spending $1 billion. The purchase is highly publicized. While the purchase is large, it only increases his holdings by 1% and is modest relative to his sales in 2022, which totalled $23B, at […]
NIQ Global Intelligence Plc (NIQ US, +1, 09-Sep-25) Tracey Massey (Chief Operating Officer since Jun 2022) bought 18,000 shares on September 5th at $16.97, spending $305,459. We ranked this stock yesterday based on purchases from James Peck (Chair and CEO, joined 2021), Mohit Kapoor (Chief Technology Officer, joined 2021) and Curtis Miller (Chief Strategy Officer, joined 2021), spending $508,000, $251,000 and $170,000, respectively. The company went public […]
Freedom Holding Corp (FRHC US, +1, 03-Sep-25) Sergey Lukyanov (Subsidiary Chairman since Feb 2020) bought 5,725 shares on August 29th at $171.67, spending $983,000. The purchase increases his holdings by 5% ($22.3m) and follows a similarly sized purchase in July at $145, which has proven to be very timely. These are changes in sentiment for him as he was […]
Eastern Bankshare Inc (EBC US, +1, 27-Aug-25) Denis Sheahan (CEO since Jul 2024) bought $497,000 worth of stock on August 25th at $ 16.71, increasing his stake by 12%. He was previously Chair and CEO of Cambridge Bancorp from 2017 to 2024, prior to the merger with Eastern Bankshares in 2024. He made 4 purchases in the role, all of […]
Post Holdings Inc (POST US, +1, 22-Aug-25) William Stiritz (Chairman since 2012, CEO 2012-2014) bought $3.94 million of stock on August 19th at $109.53, increasing his ownership by 1%. This purchase follows a $20.4 million private purchase in June at $109. That purchase was from four GRATs, established for his adult children, over which he had no beneficial interest. If […]
Bausch Health Companies Inc (BHC US, +1, 14-Aug-25) We ranked this stock +N on June 13th based on a $14.7 million purchase (2.9 million shares) from John Paulson (Non-Executive Chair since 2022, Director since 2017) at $5.27. The purchase was indirect for Paulson Capital, increasing their holdings by 11%. At the time, we noted “his last and only other reported purchase […]
Clean Harbors Inc (CLH US, +1, 05-Aug-25) Michael Battles (Co-CEO since Aug 2024, first joined 2013) bought $467,000 worth of stock on August 1st at $ 233.50, increasing his stake by 2%. This is his 5th purchase since joining, and each of the previous purchases was well-timed: he bought twice in 2016, at $44, and again in May […]