Adobe Inc (ADBE US, +1, 24-Mar-25) Daniel Durn (CFO since 2021) purchased $508,000 worth of stock on March 20th at $390.58, increasing his holdings by 5% to 30,000 shares. There are two interesting aspects of this purchase. First, it is just his second purchase. His first was in September 2022 at $288 and proved very […]
Millicom International Cellular (TIGO US, +1, 19-Mar-25) Jules Niel (Director since September 2024) spent $25 million on March 14th, acquiring 849,021 SDRs at SEK 299.06 (approx. $30 equiv.). The purchase is indirect for Atlas, an entity owned by the Niel family that owns approximately 70.5m shares (42% of the company). His only other reported purchase while a board member […]
Gates Industrial Corp (GTES US, +1, 12-Mar-25) Fredrik Eliasson (Director since 2022) purchased $1.17 million worth of stock on March 7th at $19.56, increasing his holding by 47%. It’s encouraging to see him buying now in size, this is the largest of his 3 purchases in stock and larger than two his prior purchases combined. Moreover, this […]
Ares Capital Corp (ARCC US, +1, 08-Mar-25) James Miller (Co-President since 2024, joined 2006) purchased $933,000 of stock on the 3rd of March at $23.32. He did not appear to have previously owned shares. Likely partly motivated by his recent promotion, this is still a notable large purchase into strength from an insider who should know the business well. […]
CompoSecure Inc (CMPO US, +1, 24-Feb-25) David Cote (Chair since Aug 2024) made two large purchases in February, spending a total of $13.8 million at an average price of $15.74. Cote took a control position in the company in September 2024, spending $372 million at $7.55 and eliminating the dual-class structure as part of that transaction. Six months after […]
Wynn Resorts Ltd (WYNN US, +1, 19-Feb-25) Philip Satre (Chair since November 2018, joined as Vice Chair in August of the same year) purchased $2 million worth of stock on February 18th at $92.18, increasing his holding by 67%. This is only his 2nd purchase and his first purchase since November 2018, when he bought […]
MDU Resources Group Inc (MDU US, +1, 11-Feb-25) Dennis Johnson (Chair since 2019, joined in 2001) purchased $499,000 of stock on the 10th of February at $16.64, increasing his stake by 20%. This is just his fifth purchase and larger than his prior four buys, combined. His most recent purchase was for $94,000 of stock in May […]
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 […]