Dollar General Corp (DG US, -N, 20-Sep-24) Steven Deckard (EVP of Store Operations since 2024, joined 2006) sold $174,000 of stock on the 18th September at $86.66, reducing his holding by 41%. It appears he only became declarable during 2024 so there is no history with which to judge him, his option holdings are also not disclosed in […]

Perrigo Co (PRGO US, -1, 16-Sep-24) Katherine Doyle (Non Executive since 2020) sold $244,000 of stock on the 13th September at $27.30, reducing her holding by 60%. This is her first sale since joining and equates to 3 years of awards. She doesn’t appear to have any vested options.  Ronald Janish (Chief Transformation Officer since 2019, joined 2003) sold $382,000 […]

Hilton Worldwide Holdings Inc (HLT US, +1, 12-Sep-24) Judith McHale (Director since 2013) purchased $1 million worth of stock on September 10th at $210.81, increasing her holdings by 22% to 26,175 shares. This is her first purchase despite joining the board 11 years ago. She is currently also on the board of Paramount and previously served on the boards […]

Penn Entertainment Inc (PENN US, +1, 04-Sep-24) Jay Snowden (CEO since 2020, joined 2011) purchased $1 million worth of stock on September 3rd at $18.44, increasing his holdings by 4% to 853,045 shares.  This is his sixth purchase and his largest. His last purchase was via a subscription in May 2020 at $18, and he has been a seller […]

BILL Holdings Inc (BILL US, +1, 29-Aug-24) Brian Jacobs (Director since 2007) purchased 25,000 shares on August 28th at $53.54, spending $1.3 million. The purchase is his first and takes his direct holdings to 224,524 shares ($12 million). He has made several large sales from 2020-2023, all at higher prices, and some of the larger ones were indirect for […]

CNX Resources Corp (CNX US, +1, 23-Aug-24) Bernard Lanigan (Director since 2016) purchased 75,000 shares on August 20th at $26.74, spending $2 million. The purchase is indirect for Conifer Partners and takes his total direct and indirect holdings to 1.3 million shares.  In 2023 we gave this stock a positive rank twice based primarily on purchases from Lanigan, on […]

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 […]