Arcosa Inc (ACA US, +1, 12-Aug-24) Antonio Carrillo (CEO since 2018) purchased $995,000 of stock on the 8th August at $82.05, increasing his stake by 3%. The purchase is notable as both a reversal from a sale at $77.47 in August 2023 and given his good record as a buyer, his purchases at $29.10 in November 2018 and […]

MGM Resorts International (MGM US, +1, 07-Aug-24) Two officers and one director bought a combined $7.3 million worth of stock on August 5th at ≈$34. Paul Salem (Chair since 2020, joined 2018) purchased $5 million worth of stock at $33.8, increasing his holding by 9%. He has a near-perfect record as a buyer and we previously ranked stock partly based […]

Allegion Plc (ALLE US, +1, 31-July-24) On July 26th John Stone (CEO since 2022) purchased $675,000 worth of stock and Steven Mizell (Director since 2020) spent $137,000.  Stone’s purchase at $135 is his fourth and follows a February 2024 purchase of $1.3 million at $132, for which we ranked the stock +1.  Mizell’s purchase at $136.53 is his first, despite joining the […]

United Parcel Service Inc (UPS US, +N, 26-July-24) liam Johnson (Chair since 2016, joined 2009) purchased $643,034 worth of stock on July 25th at $128.61. It’s interesting to see him buying now, making his first purchase despite a long tenure with the company. Moreover, this is his largest ever investment across his roles as well as his first recorded […]

nCino (NCNO US, -1, 16-July-24) Jeff Horing (Director since 2015) continues to make large sales on behalf of Insight Partners. In June he sold $126 million worth of stock at an average price of $31.53, and in July he sold $198 million at $31.08, reducing his holdings to 19.8m shares (17% of the company). Horing/Insight Partners entered […]

American Software Inc (AMSWA US, +1, 01-July-24) James Miller (Chair since 2024, Non-Executive 2002-2024) purchased $2.7 million of stock during June at an average of $8.97, more than tripling his holding. This is an extremely unusual buy, his first in the stock despite a long tenure and much his largest buy across his other roles (currently Executive Chairman at Ameris […]

RH (RH US, +1, 28-Jun-24) Gary Friedman (Chairman & CEO since 2014, joined 2001) purchased $10 million worth of stock on June 26th at $216.10, increasing his holding by 1%. While this is a minor addition to his 3.3 million shares (18% of the co), it’s interesting to see him buying now.  This is a rare purchase, his […]

Ryman Hospitality Properties Inc (RHP US, +N, 17-Jun-24) William Haslam (Director since May 2023) purchased 9,972 shares, spending $1 million on June 13th at $100.28, almost doubling his holdings to 23,000 shares. This is his second purchase, in August 2023 he also spent $1 million but at $86.90 and that proved timely.  Haslam is currently […]

Hawkins Inc (HWKN US, +1, 13-Jun-24) We ranked this stock +N on June 7th after purchases of $165,000 from James Faulconbridge (Director since 2006) at $86.52. Since that upgrade he has made two additional purchases, much more aggressive, spending another $640,000 at an average price of $87.65. Faulconbridge has been a board member for 18 years and […]

FTAI Aviation Ltd (FTAI US, +1, 04-Jun-24) Joseph Adams (Chair & CEO since 2014) purchased 59,000 shares on May 30th at $82, increasing his holdings by 44% to 385,000 shares. This $4.8 million purchase was done on a secondary offering of 2.1 million shares from a large holder (FIG LLC/Wesley Edens) who are selling the vast majority of […]

Sunoco Lp (SUN US, +1, 29-May-24) Joseph Kim (CEO since 2015) purchased $253,000 of stock on the 23rd of May at $50.50, increasing his stake by 1%. He’s been a relatively rare buyer with only two previous purchases, both of which were timely – buying $204,000 of stock at $17.66 in March 2020 and $177,000 at $35.49 in […]

RxSight Inc (RXST US, +1, 22-May-24) We ranked this stock +N on Feb. 16th based on an 8,000 share, $407,000 purchase from Juliet Bakker (Director since 2015) at an average price of $50.83. This stock has moved higher and it is unusual to see her make another large purchase, this time buying 5,000 shares, spending $305,000 at $61.09. This is now […]

Akamai Technologies Inc (AKAM US, +1, 15-May-24) F. Tom Leighton (CEO since 2013, and founder) purchased $2 million worth of stock on May 14th at $92.68. The purchase is not that unusual in size for him and the 22,000 share purchase just nudges his holding higher to 2.52 million shares. But, his record, based on 86 purchases dating back […]

Macerich Co (MAC US, +1, 09-May-24) Three officers bought in total US$ 2.2 million worth of stock from May 6th – 8th at an average price of $14.35.  Jackson Hsieh (Chief Executive Officer since 2024) made a large first purchase of $2 million. Before joining the company he served as President & CEO of Spirit Realty Capital, Inc. […]