Discover Financial Services (DFS, +1) – Carlos Minetti (EVP- President of Consumer Banking; joined 2001) purchased 3,000 shares on January 27th at $73.74, spending $221,000 and increasing his holdings to 154,171 shares. This is Minetti’s first open market purchase in the stock despite being with the company for 19 years. He has been a regular […]

Conagra Brands – (CAG, +1) – Craig Omtvedt (Director since 2016) purchased 40,000 shares on January 2nd at $33.99, spending $1.4 million and more than doubling his holdings to 75,000 shares. We have Omtvedt ranked as a “Smart Buyer” based on his activity in OSK, BGC, and CAG. His last and only other purchase in […]

US Concrete – (USCR, +1) – William Sandbrook (CEO since 2011) purchased $415,000 worth of stock on December 13th at $39.44, a reversal from sales he made in 2018 at higher prices. His last purchase was in 2014. Kurt Cellar (Director since 2010) purchased $1 million worth of stock in late November at $40, increasing […]

Discovery Inc (DISCA, +1) – David Wargo (Director since 2005) purchased $4.6 million worth of stock on November 15th at $28.28, increasing his holdings by 50% to 488,000 shares. This is Wargo’s fourth purchase in the past two years and his largest. In 2017 he purchased shares at an average cost of $17 per share, […]

Simply Good Foods – (SMPL, +1) –  James Kilts (Chairman since 2017) purchased 70,000 shares on November 13 at $24.62, spending $1.7 million and increasing his holdings by 10% to 737,217 shares. Kilts’ last and only other purchase was in February 2018 at $12.40 and proved very timely. This was a private transaction from Conyers […]

Kenneth Booth (CFO since 2004) purchased 1,250 shares on November 5 at $411, spending $513,000 and taking his holdings to 16,806 shares. He has purchased this stock on five prior occasions, is 4 for 5 and we have him ranked as a “Smart Buyer”. This is also a reversal for Booth who sold 1,000 shares […]

David Ricks (CEO since 2012) purchased $500,000 worth of stock on October 25 at $108, increasing his holdings to 164,000 shares. This is Ricks’ first open market purchase in the stock. He has only made a few option related sales, the most recent was in 2016. Jackson Tai (Director since 2013) purchased $200,000 worth of […]

Church and Dwight Co (CHD, +1) – Matthew Farrell (CEO, joined 2006) purchased 7,000 shares on September 16 at $71.32, spending $500,000 and increasing his holdings to 148,000 shares. Farrell is a “Smart Buyer” and has made several timely purchases in CHD as well as in ALO and LDL. This is a reversal for Farrell […]

PVH Corp – PVH, +1 –  Henry Nasella (Director since 2003) purchased 6,250 shares on September 4 at $80.37, spending $500,000. This is Nasella’s largest purchase and follows a $100,000 purchase in May around this same price level. We ranked the stock +N on September 4 based on a $10 million purchase from the CEO […]

Carnival Corp, CCL +1 – In the past week, after the stock’s recent decline, two insiders have each made $1 million purchases in the stock. Arnold Donald (CEO since 2013) purchased 22,050 shares on June 25 at $45.23. His last, and only other large purchase in the stock was on December 26, 2018 at $46 […]