Top insider trades (Mon, Mar 16)

Connor’s Commentary

There were 212 new insider trades filed.

1 insider trade was flagged as High Signal. CEO Watcher Premium subs can see those in the Trade Notes section of this email or the CEO Watcher Premium Dashboard that is linked in the Data Dump section.

As a reminder, if you upgrade to CEO Watcher Premium (link) and find that it isn’t for you, I’ll give you a refund.

• Director (MEHTA NEIL) at Coupang, Inc. $CPNG purchased $136.56M (first-ever purchase). This increased their listed holdings by 15%. Reversal: they made 1 straight sales before this purchase.

• Director (Simanovsky Michael) at SONIDA SENIOR LIVING, INC. $SNDA purchased $100.00M (largest purchase ever, out of 4). This increased their listed holdings by 21%. Their last purchase was 424 days ago.

• Director (Bobbili Raja) at Loar Holdings Inc. $LOAR purchased $3.18M (largest purchase ever, out of 2). Reversal: they made 3 straight sales before this purchase. 2 other insiders also purchased the stock in the last 30 days.

• Director (Courtis Kenneth S.) at Alpha Metallurgical Resources, Inc. $AMR purchased $1.87M (6th largest purchase, out of 9). This insider has purchased the stock 3 times in the last 30 days.

• Director (LEE EUGENE I JR) at Portillo's Inc. $PTLO purchased $1.48M (largest purchase ever, out of 8). This increased their listed holdings by 149%. Dip Buy: the stock was down -60% in the previous year.

• Director (TOWNSEND CHARLES C) at Gogo Inc. $GOGO purchased $1.14M (8th largest purchase, out of 22). Dip Buy: the stock was down -15% in the previous week. Appears to be regularly scheduled yearly transaction.

• Chairman and CEO at Biglari Holdings Inc. $BH purchased $849.18K (100th largest purchase, out of 205). Dip Buy: the stock was down -20% in the previous month. This insider has purchased the stock 4 times in the last 30 days.

• Director (SEIDMAN LAWRENCE B) at Bankwell Financial Group, Inc. $BWFG purchased $468.75K (11th largest purchase, out of 175). 4 other insiders also purchased the stock in the last 30 days. Appears to be regularly scheduled yearly transaction.

• CFO / COO at Eagle Point Credit Co Inc. $ECC purchased $411.40K (first purchase of ECC). This increased their listed holdings by 113%. Is part of a dividend reinvestment.

• CEO & Chairperson at AppLovin Corp $APP sold $27.50M (3rd largest sale, out of 23). Rip Sell: the stock was up 26% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• Chairman and CEO at GENERAL DYNAMICS CORP $GD sold $11.66M (5th largest sale, out of 17). 4 other insiders also sold the stock in the last 30 days.

• Director (Will W Anthony) at CF Industries Holdings, Inc. $CF sold $10.33M (5th largest sale, out of 12). This decreased their listed holdings by -59%. Rip Sell: the stock was up 37% in the previous month. 7 other insiders also sold the stock in the last 30 days. Appears to be regularly scheduled weekly transaction.

• Director (HSIEH Wen Hsuan) at Amprius Technologies, Inc. $AMPX sold $7.62M (largest sale ever, out of 2). This decreased their listed holdings by -90%. Rip Sell: the stock was up 69% in the previous month. 3 other insiders also sold the stock in the last 30 days.

• President, International at BANK OF AMERICA CORP /DE/ $BAC sold $4.41M (largest sale ever, out of 2). This decreased their listed holdings by -35%. Their last sale was 561 days ago. 4 other insiders also sold the stock in the last 30 days.

• Executive Vice President at GENERAL DYNAMICS CORP $GD sold $3.60M (3rd largest sale, out of 6). This decreased their listed holdings by -12%. 4 other insiders also sold the stock in the last 30 days.

• Director (Yeganeh Reuven) at BiomX Inc. $PHGE sold $3.35M (first sale of PHGE). This decreased their listed holdings by -166%. Rip Sell: the stock was up 151% in the previous 3 months.

• SVP & CHIEF FINANCIAL OFFICER at LAUREATE EDUCATION, INC. $LAUR sold $2.08M (largest sale ever, out of 2). This decreased their listed holdings by -20%.

• EVP, Chief Information Officer at TENET HEALTHCARE CORP $THC sold $1.55M (2nd largest sale, out of 9). This decreased their listed holdings by -18%. 2 other insiders also sold the stock in the last 30 days.

• EVP & CSO at ADVANCED MICRO DEVICES INC $AMD sold $1.54M (9th largest sale, out of 26). Rip Sell: the stock was up 103% in the previous year. 5 other insiders also sold the stock in the last 30 days.

• Pres Powersports & Housing/COO at PATRICK INDUSTRIES INC $PATK sold $1.53M (largest sale ever, out of 2). This decreased their listed holdings by -28%. Their last sale was 559 days ago. 2 other insiders also sold the stock in the last 30 days.

• SVP, Chief Growth Officer at EBAY INC $EBAY sold $1.36M (4th largest sale, out of 11). This decreased their listed holdings by -24%. 4 other insiders also sold the stock in the last 30 days.

• and more…

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