Northwest Bancshares Inc (NWBI US, +1, 05-Feb-25) Mark Paup (Director since 2016) purchased $63,300 worth of stock on February 4th at $12.66, increasing his holding by 8%. He has an excellent record as both a buyer and a seller. Timothy Hunter (Director since 2015) purchased $131,300 on January 25th at $13.13, increasing his holding by […]
Ally Financial Inc (ALLY US, +1, 28-Jan-25) Russell Hutchinson (CFO since 2023) purchased $753,000 of stock on the 24th of January at $39.45, increasing his stake by 10%. This is Hutchinson’s first purchase since joining 18 months ago. It follows reasonable share price performance and is in a good absolute size. He already met the ownership […]
UnitedHealth Group (UNH US, +1, 23-Jan-25) Timothy Flynn (Director since 2017) purchased $511,575 worth of stock on January 17th at $511.58, increasing his holding by 10%. This is his first purchase since February 2021, when he bought $499,000 at $332.68, which we ranked +1. That signal worked well. He has been a rare buyer with an […]
Lamb Weston Holdings Inc (LW US, +N, 15-Jan-25) Robert Niblock (Director since 2020) purchased $183,000 worth of stock on January 13th at $60.94. The purchase increases his holdings by 13% and is notable based on his record. He has made three prior purchases, all at slightly lower prices, and all of these past purchases were followed […]
Dollar General Corp (DG US, -1, 06-Jan-25) We downgraded this stock on September 20th, ranking the stock -N based primarily on a sale from Steven Deckard (EVP of Store Operations, joined 2006) at $87, which reduced his holdings by -41% to just 2,887 shares. That sale was concerning as it followed a sharp decline in the stock […]
Progyny Inc (PGNY US, +1, 27-Dec-24) David Schlanger (Exec Chair since 2022, joined 2017) purchased $2 million worth of stock on December 26th at $14.68, nearly tripling his holding. A few days earlier, on December 23rd, Peter Anevski (CEO since 2022, joined in 2017) purchased $3 million worth of stock at $14.48, nearly doubling his holding. For both, these are their […]
ConocoPhillips (COP US, +1, 23-Dec-24) Arjun Murti (Director since 2015) purchased $240,000 worth of stock on December 20th at $95.87, increasing his holding by 15%. While the size aligns with his prior purchases, seeing him buying now is interesting. This is his first purchase since August 2016 and the highest price he has ever paid for shares. His purchases […]
TKO Group Holdings Inc (TKO US, +1, 16-Dec-24) Ariel Emanuel (Chair & CEO since 2024, joined 2023) purchased US$ 48.1 million worth of stock on December 13th at $ 142.64. The shares were acquired on behalf of WME IMG and Endeavor Operating Company (where he is also CEO), who own 53.6% of the company. This is the highest […]
Jackson Financial Inc (JXN US, +1, 13-Dec-24) Gregory Durant (Non-Executive since 2021) purchased $135,000 of stock on the 11th of December at $90.28, increasing his stake by 5%. This is his third purchase in the stock; he previously bought $87,000 of stock at $29.10 in June 2022 and $91,000 at $30.46 in May 2023, and it’s notable […]
Allegion Plc (ALLE US, +1, 05-Dec-24) John Stone (CEO since 2022) made another large purchase, spending $1 million on December 3rd at $140.70. This is his fifth purchase since taking over as CEO in 2022 and he has spent a total of $6.4m, initially at $104 in October 2022. The purchases, along with option awards of 75,000 shares […]
Valvoline Inc (VVV US, +1, 27-Nov-24) Charles Sonsteby (Director since 2016) purchased $395,000 worth of stock on November 25th at $39.50. This is just his third purchase, his largest and this highest price he has paid. He spent $154,000 on the Sept. 2016 IPO at $22, then added another $155,000 in November 2023 at $34. We ranked the […]
Estee Lauder Companies Inc (EL US, +1, 18-Nov-24) Paul Fribourg (Director since 2006) purchased 157,000 shares on November 14th at $63.98, spending $10 million. This is his first purchase despite being on the board for 8 years. The purchase is indirect for Continental Grain where Fribourg is Chair and CEO, and their first purchase in the shares. Akhil […]
WK Kellog Co (KLG US, +1, 15-Nov-24) Zachary Gund (Lead Director since 2023) purchased $3.45 million worth of stock on November 14th at $17.67, increasing his holding by 49% to 592,000 shares. It’s encouraging to see him buying now. This is a large confident purchase and his first since the company was spun out from Kellogg in 2023 (now […]
The US Sell/Buy ratio of Insiders trading in November 2024 is the highest level seen in the last decade. Whilst partly a function of strong market performance, this is nevertheless a bearish signal. Our analysts are also downgrading an unusually large number of stocks. This high Sell/Buy ratio is a result of both unusually high […]