Top insider trades (Fri, Jul 31)

Today’s Largest Unscheduled Trades

There were 113 new insider trades filed.

1 insider trade was flagged as High Signal. It was already on the High Signal List, but is now a cluster buy after another insider is buying the post-earnings dip.

CEO Watcher Premium subs can see those notes in later sections of this email.

Today’s largest unscheduled insider trades:

• 10% Owner (Catalyst4, Inc.) at MapLight Therapeutics, Inc. $MLPT purchased $15.31M (2nd largest purchase, out of 2). Dip Buy: the stock was down -60% in the previous month. 1 other insider also purchased the stock in the last 30 days. Large price difference: Current: $14.03 | Tx: $12.66 | Diff: (+10.78%).

• Chief Executive Officer at 51Talk Online Education Group $COE purchased $10.68M (4th largest purchase, out of 10). Dip Buy: the stock was down -41% in the previous 3 months. This insider has purchased the stock 7 times in the last 30 days. Part of a 10b5-1 plan.

• Chief Executive Officer at Albertsons Companies, Inc. $ACI purchased $449.94K (first-ever purchase). Reversal: they made 2 straight sales before this purchase. 1 other insider also purchased the stock in the last 30 days.

• Director (Murti Arjun N) at Liberty Energy Inc. $LBRT purchased $250.01K (3rd largest purchase, out of 6). This increased their listed holdings by 50%. Dip Buy: the stock was down -34% in the previous month.

• Chief Executive Officer at Cosmos Health Inc. $COSM purchased $140.00K. Dip Buy: the stock was down -50% in the previous 3 months.

• Director (Shook James) at NORWOOD FINANCIAL CORP $NWFL purchased $107.11K (largest purchase ever, out of 4). This increased their listed holdings by 30%.

• Director (Edenbrook Capital, LLC) at FREQUENCY ELECTRONICS INC $FEIM sold $37.50M (largest sale ever, out of 2). This decreased their listed holdings by -34%. Rip Sell: the stock was up 118% in the previous year. Reversal: they made 67 straight purchases before this sale.

• 10% Owner (Mark & Robyn Jones Descendants Trust 2014) at Goosehead Insurance, Inc. $GSHD sold $8.88M (6th largest sale, out of 245). Rip Sell: the stock was up 45% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• President and CEO at DARDEN RESTAURANTS INC $DRI sold $8.18M. This decreased their listed holdings by -22%. 3 other insiders also sold the stock in the last 30 days.

• PRESIDENT & CEO at SKYWEST INC $SKYW sold $5.72M (largest sale ever, out of 17). This decreased their listed holdings by -12%. Rip Sell: the stock was up 31% in the previous 3 months.

• Director (Stein James D.) at SOUTH PLAINS FINANCIAL, INC. $SPFI sold $4.45M (largest sale ever, out of 3). This decreased their listed holdings by -29%.

• SVP, CFO at DARDEN RESTAURANTS INC $DRI sold $1.78M. This decreased their listed holdings by -26%. 3 other insiders also sold the stock in the last 30 days.

• SVP, Chief People Officer at DARDEN RESTAURANTS INC $DRI sold $920.16K. This decreased their listed holdings by -35%. 3 other insiders also sold the stock in the last 30 days.

• Chief Financial Officer at Costamare Inc. $CMRE sold $917.91K (first-ever sale). This decreased their listed holdings by -100%.

• SVP, Chief Accounting Officer at CAPITAL ONE FINANCIAL CORP $COF sold $735.76K (2nd largest sale, out of 11). This decreased their listed holdings by -31%. 1 other insider also sold the stock in the last 30 days.

• EVP Canvys at RICHARDSON ELECTRONICS, LTD. $RELL sold $712.81K (largest sale ever, out of 4). This decreased their listed holdings by -94%. Dip Sell: the stock was down -23% in the previous week. 2 other insiders also sold the stock in the last 30 days.

• Director (Cummings George W. III) at Business First Bancshares, Inc. $BFST sold $637.40K (largest sale ever, out of 8). 1 other insider also sold the stock in the last 30 days.

• SEVP & Chief Banking Officer at WESBANCO INC $WSBC sold $522.54K (largest sale ever, out of 4). This decreased their listed holdings by -13%. Their last sale was 1354 days ago. 2 other insiders also sold the stock in the last 30 days.

• EVP/Chief Comm Innovation Off at NBT BANCORP INC $NBTB sold $486.40K (largest sale ever, out of 3). This decreased their listed holdings by -22%. Their last sale was 534 days ago. 1 other insider also sold the stock in the last 30 days.

• SR VP, Deputy General Counsel at Waste Connections, Inc. $WCN sold $480.75K (3rd largest sale, out of 5). This decreased their listed holdings by -19%. Their last sale was 517 days ago.

• SVP, Chief Comm & PA Officer at DARDEN RESTAURANTS INC $DRI sold $463.39K. This decreased their listed holdings by -23%. 3 other insiders also sold the stock in the last 30 days.

• Director (Bahrambeygui Sherry S.) at PRICESMART INC $PSMT sold $404.19K (18th largest sale, out of 32). 2 other insiders also sold the stock in the last 30 days.

• Director (Johnson Joseph Vernon) at Business First Bancshares, Inc. $BFST sold $379.80K (2nd largest sale, out of 4). Their last sale was 631 days ago. 1 other insider also sold the stock in the last 30 days.

• 10% Owner (NPEH, LLC) at NET Power Inc. $NPWR sold $366.96K (25th largest sale, out of 32). Dip Sell: the stock was down -55% in the previous year. This insider has sold the stock 2 times in the last 30 days.

• Director (PLANTE PAUL J) at RICHARDSON ELECTRONICS, LTD. $RELL sold $319.81K (2nd largest sale, out of 3). This decreased their listed holdings by -54%. Dip Sell: the stock was down -23% in the previous week. Reversal: they made 2 straight purchases before this sale. Their last sale was 1164 days ago. 2 other insiders also sold the stock in the last 30 days.

• EVP, Chief Financial Officer at ASSOCIATED BANC-CORP $ASB sold $307.40K (first-ever sale). This decreased their listed holdings by -13%. 1 other insider also sold the stock in the last 30 days.

• President, WOTC at HASBRO, INC. $HAS sold $298.55K (first-ever sale). 2 other insiders also sold the stock in the last 30 days.

• and more…

CEO Watcher Update

It was a decent week for the CEO Watcher Portfolio, outperforming the S&P 1.76% v 0.35%.

We started the week with a +3% day as our software stocks crushed it, but then gave some of it back throughout the week as the AI trade recovered.

Overall, the CEO Watcher Portfolio is outperforming the S&P 31.34% v 7.94% since we started it in late October.

CEO Watcher High Signal List

The High Signal List had an even better week, outperforming the S&P by over 4 points (led by a massive 40%+ week from Everforth, which was also the #1 company on our Top Companies list with 12 different insiders who bought the stock in the last 90 days).

Overall, the 196 stocks on the High Signal List have outperformed the S&P by an average of over 10 points.

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