Top insider trades (Mon, Mar 2)

Connor’s Commentary

There were 222 new insider trades filed.

Two insider trades were 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.

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• Director (Kirby William C.) at TAIWAN FUND INC $TWN purchased $3.29M (largest purchase ever, out of 4). Their last purchase was 1913 days ago.

• Chairman & CEO, Skyward Group at Skyward Specialty Insurance Group, Inc. $SKWD purchased $1.03M (first-ever purchase). This increased their listed holdings by 15%. Reversal: they made 4 straight sales before this purchase.

• Exec. Chairman of the Board at Ryman Hospitality Properties, Inc. $RHP purchased $785.23K(first purchase of RHP). Is part of a dividend reinvestment.

• Director (WELCH M SCOTT) at LAKELAND FINANCIAL CORP $LKFN purchased $579.50K (6th largest purchase, out of 53). This increased their listed holdings by 25%.

• Director (Phanstiel S. Louise) at MYRIAD GENETICS INC $MYGN purchased $494.72K (2nd largest purchase, out of 6). This increased their listed holdings by 49%. Dip Buy: the stock was down -38% in the previous 3 months. Reversal: they made 1 straight sales before this purchase. Their last purchase was 1933 days ago.

• Director (EPPS DONNA E) at Texas Pacific Land Corp $TPL purchased $456.85K(first purchase of TPL). Rip Buy: the stock was up 43% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• Director (Hope James D) at POOL CORP $POOL purchased $300.16K (2nd largest purchase, out of 6). This increased their listed holdings by 120%. 1 other insider also purchased the stock in the last 30 days.

• Director (Fallon Thomas J) at Hercules Capital, Inc. $HTGC purchased $284.00K (5th largest purchase, out of 11). This increased their listed holdings by 14%. Their last purchase was 567 days ago. 7 other insiders also purchased the stock in the last 30 days.

• Chief Operating Officer at Rexford Industrial Realty, Inc. $REXR purchased $200.34K (first-ever purchase). Reversal: they made 2 straight sales before this purchase. 2 other insiders also purchased the stock in the last 30 days.

• Director (STOCKERT DAVID P) at Rexford Industrial Realty, Inc. $REXR purchased $186.96K (first-ever purchase). This increased their listed holdings by 273%. 2 other insiders also purchased the stock in the last 30 days.

• Director (Wilhelmsen Arne Alexander) at ROYAL CARIBBEAN CRUISES LTD $RCL sold $243.57M (3rd largest sale, out of 17). 6 other insiders also sold the stock in the last 30 days.

• Director (MYERS FRANKLIN) at COMFORT SYSTEMS USA INC $FIX sold $12.72M (largest sale ever, out of 19). Rip Sell: the stock was up 27% in the previous month. 5 other insiders also sold the stock in the last 30 days.

• Chairman and CEO at Motorola Solutions, Inc. $MSI sold $10.14M (3rd largest sale, out of 8). Rip Sell: the stock was up 18% in the previous month. 3 other insiders also sold the stock in the last 30 days.

• Chief Executive Officer at DELTA AIR LINES, INC. $DAL sold $7.03M (5th largest sale, out of 63). 6 other insiders also sold the stock in the last 30 days.

• Sr. EVP and General Counsel at WELLS FARGO & COMPANY/MN $WFC sold $5.24M (first-ever sale). This decreased their listed holdings by -18%. 2 other insiders also sold the stock in the last 30 days.

• Chair Emeritus & Sr. Advisor at OLD DOMINION FREIGHT LINE, INC. $ODFL sold $4.90M (2nd largest sale, out of 14). Rip Sell: the stock was up 44% in the previous 3 months. Their last sale was 2306 days ago. 3 other insiders also sold the stock in the last 30 days.

• See Remarks at Targa Resources Corp. $TRGP sold $4.01M (3rd largest sale, out of 14). This decreased their listed holdings by -26%. Rip Sell: the stock was up 32% in the previous 3 months. 3 other insiders also sold the stock in the last 30 days. Appears to be regularly scheduled yearly transaction.

• Director (BENJAMIN JEFFREY D) at Gold.com, Inc. $GOLD sold $2.82M (3rd largest sale, out of 5). Rip Sell: the stock was up 25% in the previous month. 5 other insiders also sold the stock in the last 30 days.

• Sr. Executive Vice President at WELLS FARGO & COMPANY/MN $WFC sold $2.61M (largest sale ever, out of 5). This decreased their listed holdings by -26%. 2 other insiders also sold the stock in the last 30 days.

• Chairman, CEO at HENRY SCHEIN INC $HSIC sold $2.52M (13th largest sale, out of 19). Their last sale was 793 days ago. This insider has sold the stock 2 times in the last 30 days.

• EVP - Global Operations at CENTURY ALUMINUM CO $CENX sold $2.33M (largest sale ever, out of 3). This decreased their listed holdings by -23%. Rip Sell: the stock was up 78% in the previous 3 months. Their last sale was 445 days ago. 1 other insider also sold the stock in the last 30 days.

• and more…

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