Top insider trades (Mon, Aug 17)

Author

Connor Van Ooyen
August 17, 2026

Connor’s Commentary

The CEO Watcher High Signal List crossed 200 insider purchases (started in September).

The average stock has outperformed the S&P by 10 points, and the list has a 70% win rate.

It's also companies from a bunch of industries you wouldn't expect (and almost no AI/semi stocks).

Today’s Largest Unscheduled Trades

There were 244 new insider trades filed.

No insider trades were flagged as High Signal, but I shared my notes on a company that sells industrial floor-cleaning equipment with a fast-growing robotics segment. Multiple directors bought the post-earnings dip, but the robotics segment is still small, and there are open questions about some weakness in the core business that make it a pass for me (for now).

Our system gave high scores to 1 insider purchase (I shared our system’s notes on those in the High Scoring Purchases - Quick Notes).

We also found 4 insider purchases from insiders who average 20%+ 1y returns.

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

Today’s most interesting unscheduled insider trades:

  • CEO at INTEL CORP $INTC purchased $10.00M (largest purchase ever, out of 25). Rip Buy: the stock was up 123% in the previous 6 months. Their last purchase was 1003 days ago.

  • Executive Chairman at American Assets Trust, Inc. $AAT purchased $3.43M (13th largest purchase, out of 196). This insider has purchased the stock 3 times in the last 30 days.

  • Chairman and CEO at Matador Resources Co $MTDR purchased $778.80K. 1 other insider also purchased the stock in the last 30 days.

  • Chief Financial Officer at AbCellera Biologics Inc. $ABCL purchased $383.90K (3rd largest purchase, out of 5). Rip Buy: the stock was up 62% in the previous month. 1 other insider also purchased the stock in the last 30 days. Large price difference: Current: $11.38 | Tx: $10.32 | Diff: (+10.27%).

  • Chief Executive Officer at Keel Infrastructure Corp. $KEEL purchased $196.10K (first-ever purchase). Dip Buy: the stock was down -26% in the previous month.

  • Chief Executive Officer at OppFi Inc. $OPFI purchased $144.01K (3rd largest purchase, out of 41). Dip Buy: the stock was down -22% in the previous month. This insider has purchased the stock 3 times in the last 30 days.

  • Chief Executive Officer at Angel Studios, Inc. $ANGX purchased $125.01K (first-ever purchase). This increased their listed holdings by 109%. Dip Buy: the stock was down -65% in the previous year. 1 other insider also purchased the stock in the last 30 days.

  • 10% Owner (Magnetar Financial LLC) at CoreWeave, Inc. $CRWV sold $213.78M (3rd largest sale, out of 94). Rip Sell: the stock was up 31% in the previous month. 6 other insiders also sold the stock in the last 30 days.

  • CEO AAA Cooper Transportation at Knight-Swift Transportation Holdings Inc. $KNX sold $12.30M (largest sale ever, out of 2). This decreased their listed holdings by -100%. 2 other insiders also sold the stock in the last 30 days.

  • President & CEO at Medpace Holdings, Inc. $MEDP sold $7.11M (47th largest sale, out of 117). Rip Sell: the stock was up 38% in the previous 3 months. 2 other insiders also sold the stock in the last 30 days.

  • EVP & Chief Commercial Officer at Seagate Technology Holdings plc $STX sold $6.78M (4th largest sale, out of 38). This decreased their listed holdings by -19%. Rip Sell: the stock was up 116% in the previous 6 months. 4 other insiders also sold the stock in the last 30 days.

  • Chief Financial Officer at Neptune Insurance Holdings Inc. $NP sold $3.14M (first-ever sale). Rip Sell: the stock was up 69% in the previous 6 months. 2 other insiders also sold the stock in the last 30 days.

  • Chief Product & Merch. Officer at RALPH LAUREN CORP $RL sold $2.64M (largest sale ever, out of 9). This decreased their listed holdings by -25%.

  • EVP, CFO & CAO at TIDEWATER INC $TDW sold $1.62M (3rd largest sale, out of 8). This decreased their listed holdings by -26%. Rip Sell: the stock was up 23% in the previous month. 1 other insider also sold the stock in the last 30 days.

  • EVP, PPBI BUSINESS at AEHR TEST SYSTEMS $AEHR sold $1.24M (2nd largest sale, out of 3). This decreased their listed holdings by -18%. Rip Sell: the stock was up 71% in the previous month. 7 other insiders also sold the stock in the last 30 days.

Today’s largest unscheduled insider trades:

  • 10% Owner (CASCADE INVESTMENT, L.L.C.) at REPUBLIC SERVICES, INC. $RSG purchased $78.33M (6th largest purchase, out of 348). This insider has purchased the stock 2 times in the last 30 days.

  • Director (Troim Tor Olav) at Borr Drilling Ltd $BORR purchased $6.04M (largest purchase ever, out of 4). Dip Buy: the stock was down -35% in the previous 3 months. 1 other insider also purchased the stock in the last 30 days. Large price difference: Current: $4.43 | Tx: $4.02 | Diff: (+10.08%).

  • 10% Owner (DART KENNETH BRYAN) at Flutter Entertainment plc $FLUT purchased $5.01M. Dip Buy: the stock was down -65% in the previous year. This insider has purchased the stock 8 times in the last 30 days.

  • 10% Owner (Empery Asset Management, LP) at Empery Digital Inc. $EMPD purchased $4.07M (first-ever purchase). This increased their listed holdings by 46%. Dip Buy: the stock was down -22% in the previous month.

  • N/A at Compass Diversified Holdings $CODI purchased $833.39K (largest purchase ever, out of 9). This increased their listed holdings by 204%. Rip Buy: the stock was up 25% in the previous month. Their last purchase was 807 days ago. 3 other insiders also purchased the stock in the last 30 days.

  • Director (Currie Jeffrey) at Borr Drilling Ltd $BORR purchased $501.64K (2nd largest purchase, out of 2). This increased their listed holdings by 35%. Dip Buy: the stock was down -35% in the previous 3 months. 1 other insider also purchased the stock in the last 30 days. Large price difference: Current: $4.43 | Tx: $4.01 | Diff: (+10.39%).

  • Director (Levinson Sam) at Clipper Realty Inc. $CLPR purchased $488.80K (13th largest purchase, out of 34).

  • Director (Hayden Michael R) at AbCellera Biologics Inc. $ABCL purchased $481.03K (3rd largest purchase, out of 8). Rip Buy: the stock was up 62% in the previous month. Their last purchase was 1052 days ago. 1 other insider also purchased the stock in the last 30 days.

  • Director (TUCHMAN MARTIN) at Princeton Bancorp, Inc. $BPRN purchased $452.73K (12th largest purchase, out of 65).

  • Director (DONNELLY WILLIAM P) at Quanterix Corp $QTRX purchased $286.35K (4th largest purchase, out of 4). This increased their listed holdings by 366%. Dip Buy: the stock was down -29% in the previous month. Their last purchase was 430 days ago.

  • Director (Lal Rohit) at Proficient Auto Logistics, Inc $PAL purchased $272.50K (largest purchase ever, out of 4). This increased their listed holdings by 228%. Dip Buy: the stock was down -21% in the previous month. 2 other insiders also purchased the stock in the last 30 days.

  • Director (DEASON DOUGLAS R) at Galaxy Digital Inc. $GLXY purchased $258.43K (4th largest purchase, out of 4). This increased their listed holdings by 13%. Dip Buy: the stock was down -34% in the previous 3 months. 1 other insider also purchased the stock in the last 30 days.

  • VP, CAO & Assistant Treasurer at Main Street Capital CORP $MAIN purchased $150.58K (2nd largest purchase, out of 2). This increased their listed holdings by 12%. Their last purchase was 452 days ago.

  • N/A at Compass Diversified Holdings $CODI purchased $145.56K (2nd largest purchase, out of 5). This increased their listed holdings by 77%. Rip Buy: the stock was up 25% in the previous month. Their last purchase was 807 days ago. 3 other insiders also purchased the stock in the last 30 days.

  • Director (RA CAPITAL MANAGEMENT, L.P.) at Septerna, Inc. $SEPN sold $63.45M (largest sale ever, out of 38). This decreased their listed holdings by -21%. Rip Sell: the stock was up 30% in the previous month. Reversal: they made 1 straight purchases before this sale. 2 other insiders also sold the stock in the last 30 days.

  • Director (CHILDS JOHN W) at Veradermics, Inc $MANE sold $10.71M (5th largest sale, out of 5). Rip Sell: the stock was up 155% in the previous 6 months. Reversal: they made 1 straight purchases before this sale.

  • Director (ROSSI DINO A) at Krystal Biotech, Inc. $KRYS sold $8.23M (largest sale ever, out of 60). This decreased their listed holdings by -33%. Rip Sell: the stock was up 118% in the previous year.

  • Director (Otto Alexander) at Curbline Properties Corp. $CURB sold $6.98M (8th largest sale, out of 23). 1 other insider also sold the stock in the last 30 days.

  • 10% Owner (SMOLYANSKY EDWARD) at Lifeway Foods, Inc. $LWAY sold $2.91M (2nd largest sale, out of 67). Dip Sell: the stock was down -20% in the previous month. 1 other insider also sold the stock in the last 30 days.

  • Director (Farrelly Joseph W) at CORPAY, INC. $CPAY sold $2.17M (largest sale ever, out of 4). This decreased their listed holdings by -43%. Their last sale was 637 days ago.

  • Director (Haas Jason) at LIGAND PHARMACEUTICALS INC $LGND sold $2.09M (largest sale ever, out of 2). This decreased their listed holdings by -64%. Rip Sell: the stock was up 31% in the previous 3 months. 2 other insiders also sold the stock in the last 30 days.

  • Ex VP, Refining at Marathon Petroleum Corp $MPC sold $2.05M (largest sale ever, out of 3). This decreased their listed holdings by -35%. Rip Sell: the stock was up 17% in the previous month.

  • Director (Merchant Fazal F) at Warner Bros. Discovery, Inc. $WBD sold $1.99M (largest sale ever, out of 5). This decreased their listed holdings by -68%. Rip Sell: the stock was up 135% in the previous year. 4 other insiders also sold the stock in the last 30 days.

  • VICE CHAIRMAN, BD OF DIRECTORS at CASELLA WASTE SYSTEMS INC $CWST sold $1.50M (10th largest sale, out of 14). Their last sale was 520 days ago.

  • 10% Owner (8 Rivers Capital, LLC) at Net Power Inc. $NPWR sold $1.40M (4th largest sale, out of 7). This decreased their listed holdings by -37%. Their last sale was 625 days ago. 1 other insider also sold the stock in the last 30 days.

  • and more…

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