Top insider trades last week

Author

Connor Van Ooyen
May 18, 2025

Welcome to this week’s edition of CEO Watcher.

This is the only tool that tracks the returns of insiders so we know which insider trades are worth copying.

This week we tracked 1,054 insider trades and found:

  • CBRL is up over 30% since it joined our Top 10 Company list last week

  • CFO at ILMN with 27% 3M returns bought $495k of the stock

  • and more…

Have a great weekend and thanks for reading!

Connor

P.S. Make sure to follow @CEOStockWatcher on Twitter/X as I post more interesting insider trades there each day.

💰 Previous Winner

CBRL has been in the Top 10 Most Purchased stocks since we started sharing the list in the Premium email last Wednesday (March 7th) and is up over 30% since then (btw, the average stock from the Top 10 List from March 7th is up over 11%).

It opened at $43.19 and is up to $56.50 (+31%).

Upgrade to CEO Watcher Premium (20% off with this link) to get all of the top insider trades as soon as they happen instead of just receiving 3 on the weekend.

👀 Top Insider Trades this Week

🥇SVP, Chief Financial Officer at Illumina, Inc. ($ILMN)

Ankur Dhingra (SVP, Chief Financial Officer) at Illumina, Inc. ($ILMN) purchased 6,100 shares at $81.21/share ($495.38K total) which increased their vested holdings by +32.4%. The current price is $82.92 (2.1%). Their median purchase size is $227.94K and this is their 1st largest purchase out of 6 all time. link

Historic Returns
1m returns: +0.1% weighted | 80% win rate (4/5)
3m returns: +27.2% weighted | 80% win rate (4/5)
6m returns: +111.3% weighted | 80% win rate (4/5)
1y returns: +140.5% weighted | 80% win rate (4/5)

Note: 1 other insider also purchased the stock

🥈 [SELL] President & CEO at The Charles Schwab Corporation ($SCHW)

Richard A Wurster (President & CEO) at The Charles Schwab Corporation ($SCHW) sold 15,345 shares at $84.08/share ($1.29M total) which decreased their vested holdings by -7.9%. The current price is $88.62 (+5.4%). Their median sale size is $3.55M and this is their 2nd largest sale out of 2 all time. link

Historic Returns
1m returns: +9.7% weighted | 100% win rate (1/1)
3m returns: +24.2% weighted | 100% win rate (1/1)
6m returns: +18.6% weighted | 100% win rate (1/1)
1y returns: +9.5% weighted | 100% win rate (1/1)

Note: 1 other insider also sold the stock

🥉 President & CEO at Kratos Defense & Security Solutions, Inc. ($KTOS)

ERIC M DEMARCO (President & CEO) at Kratos Defense & Security Solutions, Inc. ($KTOS) purchased 7,455 shares at $33.59/share ($250.38K total) which increased their vested holdings by +0.5%. The current price is $34.39 (+2.4%). Their median purchase size is $172.26K and this is their 1st largest purchase out of 8 all time. link

Historic Returns
1m returns: +7.2% weighted | 100% win rate (3/3)
3m returns: +10.0% weighted | 100% win rate (2/2)
6m returns: +12.3% weighted | 100% win rate (2/2)
1y returns: N/A

Upgrade to CEO Watcher Premium (20% off with this link) for all of the top insider buys/sells, biggest insider buys/sells, and companies with the most most insider buys/sells every morning before the market opens. Upgrade here.

 📈 Largest Insider Buys (last week)

  • GARDEN EDWARD P (Director) at MIDD purchased 452,397 shares at $144.9 for $65.55M. This is their 1st largest purchase (out of 5) and increased their position to 3,088,263 shares (+17.16%). - link

  • LEVY PAUL S (Director) at BLDR purchased 500,000 shares at $110.97 for $55.48M. This is their 1st largest purchase (out of 2) and increased their position to 1,672,687 shares (+42.64%). - link

  • SIMPSON BOB R (Director) at TXO purchased 2,250,000 shares at $15.0 for $33.75M. This is their 1st largest purchase (out of 3) and increased their position to 6,750,000 shares (+50.00%). - link

  • HUTTON KEITH A (Director) at TXO purchased 700,000 shares at $15.0 for $10.5M. This is their 2nd largest purchase (out of 4) and increased their position to 4,820,215 shares (+16.99%). - link

  • Mulligan Seamus (Director) at JAZZ purchased 101,621 shares at $98.34 for $9.99M. This is their 1st largest purchase (out of 3) and increased their position to 101,621 shares (new). - link

  • JANA Partners Management, LP (Director) at THS purchased 441,804 shares at $22.49 for $9.93M. This is their 3rd largest purchase (out of 7) and increased their position to 5,482,337 shares (+8.77%). - link

  • JANA Partners Management, LP (Director) at THS purchased 339,000 shares at $23.31 for $7.9M. This is their 6th largest purchase (out of 8) and increased their position to 5,821,337 shares (+6.18%). - link

  • Meister Keith A. (Director) at VSTS purchased 995,347 shares at $6.14 for $6.11M. This is their 9th largest purchase (out of 13) and increased their position to 18,003,224 shares (+5.85%). - link

  • Meister Keith A. (Director) at WGS purchased 100,000 shares at $56.01 for $5.6M. This is their 12th largest purchase (out of 14) and increased their position to 3,008,629 shares (+3.44%). - link

  • JANA Partners Management, LP (Director) at THS purchased 124,785 shares at $21.85 for $2.73M. This is their 7th largest purchase (out of 6) and increased their position to 5,040,533 shares (+2.54%). - link

📉 Largest Insider Sells (last week)

  • Lee Tony W (Director) at PRMB sold 50,657,562 shares at $31.67 for $1.6B. This is their 1st largest sale (out of 2) and decreased their position to 116,210,806 shares (-30.36%). - link

  • SVF Investments (UK) Ltd (10% Owner) at CPNG sold 30,000,000 shares at $25.75 for $772.5M. This is their 4th largest sale (out of 9) and decreased their position to 319,542,259 shares (-8.58%). - link

  • AMERICAN INTERNATIONAL GROUP, INC. (10% Owner) at CRBG sold 13,386,629 shares at $32.15 for $430.38M. This is their 8th largest sale (out of 13) and decreased their position to 113,896,013 shares (-10.52%). - link

  • Apollo Management Holdings GP, LLC (10% Owner) at ADT sold 50,000,000 shares at $8.02 for $401.0M. This is their 9th largest sale (out of 43) and decreased their position to 228,650,366 shares (-17.94%). - link

  • NASPERS LTD (10% Owner) at RELY sold 11,900,000 shares at $22.89 for $272.33M. This is their 1st largest sale (out of 2) and decreased their position to 25,441,745 shares (-31.87%). - link

  • RALES STEVEN M (Chairman) at DHR sold 1,250,000 shares at $196.74 for $245.92M. This is their 4th largest sale (out of 4) and decreased their position to 3,105,808 shares (-28.70%). - link

  • Chen Herald Y (Director) at APP sold 571,420 shares at $374.36 for $213.91M. This is their 1st largest sale (out of 10) and decreased their position to 0 shares (-100.00%). - link

  • KKR Genetic Disorder L.P. (10% Owner) at BBIO sold 6,000,000 shares at $34.2 for $205.2M. This is their 2nd largest sale (out of 5) and decreased their position to 13,260,971 shares (-31.15%). - link

  • BERKSHIRE HATHAWAY INC (10% Owner) at DVA sold 1,145,938 shares at $147.11 for $168.58M. This is their 19th largest sale (out of 30) and decreased their position to 33,996,541 shares (-3.26%). - link

  • Silver Point Capital L.P. (Director) at GPOR sold 686,986 shares at $194.84 for $133.85M. This is their 3rd largest sale (out of 12) and decreased their position to 1,994,323 shares (-25.62%). - link

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Each morning you get an email with the top insider buys/sells (ranked by the proprietary CEO Watcher ranking system), largest insider buys/sells, largest holdings increases/decreases, and the companies with the most insider buying/selling sent before the market opens each morning.

Just one profitable trade will pay for a full year (or more) of CEO Watcher Premium. And, I’ll even make a deal with you. If you upgrade to CEO Watcher Premium and don’t get 10x more value than what you paid, I’ll give you your money back at any time with no questions asked.

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