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 […]
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 […]