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. […]

Churchill Downs Inc (CHDN US, +1, 02-May-24) Paul Varga (Non-Executive Director since 2020) purchased US$ 495,000 worth of stock on April 29th at $130.22, increasing his holding by 15%. His only previous buy was for $795,000 at $49.70 in March 2020 which proved to be extremely timely. It’s interesting to see him buying in a decent size at a […]

Biohaven Ltd (BHVN US, +1, 25-Apr-24) Gregory Bailey (Director since 2022; prior director of Former Parent since 2014) purchased $1 million worth of stock on April 24th at $39.18, increasing his holdings to 1.6 million shares. This purchase follows a $2 million purchase on a $265 million stock offering on April 22nd at $41.  On that offering, John Childs (Director since […]

Wd 40 Co (WDFC US, +1, 18-Apr-24) Steven Brass (CEO since 2022, COO from 2019-2022, joined 1991) purchased $100,000 of stock on the 16th April at $232.22, increasing his stake by 2%. Despite a long tenure he has only bought stock on 3 occasions, each the same value as this most recent purchase, buying at $158.16, $170.57 […]

Lennar Corp (LEN US, +N, 12-Apr-24) Amy Banse (Non-Executive since 2021) purchased $247,000 of stock on the 10th of April at $157, increasing her stake by 23%. Her only previous buys were a series of purchases during 2023 at prices between $108.71 – $126.42 which proved to be well-timed and it’s notable to see her now make her […]

Compass Diversified Holdings (CODI US, +1, 04-Apr-24) Ryan Faulkingham (CFO since 2013) purchased 4,250 shares on April 2nd at $23.46, spending $100,000 and increasing his holdings by 16% to 31,391 shares. Faulkingham has purchased shares on 8 prior occasions and has a great record, with an average six-month return of +20%. His last purchase was […]

Summit Therapeutic (SMMT US, +1, 28-Mar-24) Ankur Dhingra (CFO since 2022) purchased $375,000 of stock on the 26th of March at $3.75, increasing his stake by 39%. This is much his largest purchase or subscription and also much the highest price he has paid. His only previous clean purchase was for $44,000 of stock at $2.17 and it’s […]