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 […]
Enterprise Products Partners LP (EPD US, +1, 30-Jul-25) John Rutherford (Non-Executive since Jan 2019) bought $470,000 of stock on July 29th at $ 31.35, increasing his holding by 10%. He has a good record in the stock, waiting until 2020 to make his first purchase at $19.22, and has then made a series of purchases into rising prices. […]
Progress Software Corp (PRGS US, +N, 24-Jul-25) On July 23rd, Yogesh Gupta (Chief Executive Officer since Oct 2016) bought $103,200 worth of stock on July 23rd at $ 49.14, and David Krall (Non-Executive since Jan 2008) spent $251,000 at $48.90. For Gupta it is only his second purchase. In October 2020 he spent a similar amount at $37, which proved timely. Krall […]
CRISPR Therapeutics AG (CRSP US, +N, 18-Jul-25) Simeon George (Non-Executive since April 2015) purchased 989,812 shares, spending $51.5 million on July 16th at $52.03, more than doubling his position. The purchase is made indirectly on behalf of SR One Capital Management, a transatlantic biotech venture capital firm where he serves as Managing Partner (joined 2007). SR One was previously […]
Welltower Inc (WELL US, +1, 03-Jul-25) Andrew Gundlach (Director since July 2024) purchased just over $3 million worth of stock on June 30th at $151.46, his first investment since joining. While his tenure is still short, the size and timing of the purchase—near the stock’s all-time high—make it noteworthy. The company requires non-executive directors to hold at least 5x […]
PVH Corp (PVH US, +1, 01-Jul-25) Stefan Larsson (CEO since 2021, joined 2019) purchased $1 million worth of stock on June 26th at $63.92, increasing his stake by 6%. This marks only his 2nd purchase despite a reasonable tenure with the company. He made a similar-sized purchase in September 2022 at $53.94, which proved to be very well-timed. It’s […]
Vera Therapeutics Inc (VERA US, +N, 26-Jun-25) Patrick Enright (Non-Executive since 2020) bought $ 5.3 million of stock on 24th June at $ 21.11, increasing his stake by 5%. The purchases were indirect and on behalf of Longitude Capital, where he is co-founder and Managing Director. The purchase takes their stake to 8.5%. While he has made 3 subscriptions […]
G-III Apparel Group Ltd (GIII US, +1, 20-Jun-25) Jeffrey Goldfarb (EVP since 2016, joined 2004) purchased $492,000 of stock on the 17th June at $21.33, increasing his stake by 4%. This is only his second purchase since 2013; his first was for $246,000 at $12.96 in December 2022 (which we ranked +1) and was perfectly timed. It’s notable […]
Appfolio Inc (APPF US, +1, 10-Jun-25) Timothy Bliss (Director since 2008) purchased 22,000 A shares on June 9th at $217, spending $4.8 million. While the purchase is modest relative to his holdings of 903,290 B shares plus those A shares he just bought. The purchase is also modest relative to his sales of $64 million from 2019 to […]
WEX Inc (WEX US, +1, 03-Jun-25) Melissa Smith (Chair, President & CEO since 2019, joined 1997) purchased slightly more than $500,000 worth of stock on May 29th at $134.57, increasing her ownership by 2%. This buy stands out both for its size and rarity: it is her first stock purchase since October 2008 and by far the […]
Resideo Technologies Inc (REZI US, +1, 28-May-25) Andrew Teich (Chair since 2024, joined 2018) purchased just over $1 million worth of stock on May 22nd at $20.20, boosting his stake by 20%. This follows a $350,000 purchase in February at $19.29 per share. It’s encouraging to see him making a purchase now – this is the largest […]
Patrick Industries Inc (PATK US, +1, 20-May-25) Todd Cleveland (Director, former CEO 2008-2019; former Chair 2018-2024) purchased 11,000 shares at $86.57, spending $952,000 and increasing his holdings by 8% to 182,000 shares. The purchase is a reversal from a slightly larger sale in September 2024 at $88, and his first purchase since 2018 (at $21). We upgraded the stock […]