Top insider trades (Mon, Mar 4)

Connor’s Commentary

There were 470 new insider trades filed.

Three 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.

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 (TANG KEVIN) at Aurinia Pharmaceuticals Inc. $AUPH purchased $12.69M (10th largest purchase, out of 81).

• Co-Chief Executive Officer at KKR & Co. Inc. $KKR purchased $4.43M (2nd largest purchase, out of 2). Dip Buy: the stock was down -24% in the previous month. 4 other insiders also purchased the stock in the last 30 days.

• Co-Chief Executive Officer at KKR & Co. Inc. $KKR purchased $4.39M (2nd largest purchase, out of 6). Dip Buy: the stock was down -24% in the previous month. 4 other insiders also purchased the stock in the last 30 days.

• Director (TISCH DANIEL R) at VORNADO REALTY TRUST $VNO purchased $4.17M (3rd largest purchase, out of 28). This increased their listed holdings by 516%. This insider has purchased the stock 2 times in the last 30 days.

• Director (GOODMAN ROBERT P) at CS Disco, Inc. $LAW purchased $3.28M (2nd largest purchase, out of 2). This increased their listed holdings by 1,926%. Dip Buy: the stock was down -40% in the previous month. 3 other insiders also purchased the stock in the last 30 days.

• Director (KLINSKY STEVEN B) at New Mountain Finance Corp $NMFC purchased $2.52M (11th largest purchase, out of 42). 2 other insiders also purchased the stock in the last 30 days.

• Director (Dillon Mary N) at KKR & Co. Inc. $KKR purchased $2.02M (largest purchase ever, out of 5). This increased their listed holdings by 76%. Dip Buy: the stock was down -24% in the previous month. 4 other insiders also purchased the stock in the last 30 days.

• CEO & President at Freshworks Inc. $FRSH purchased $993.75K (3rd largest purchase, out of 3). Dip Buy: the stock was down -25% in the previous month.

• President, Marketplaces at COSTAR GROUP, INC. $CSGP purchased $906.60K (first-ever purchase). Dip Buy: the stock was down -27% in the previous month. Reversal: they made 6 straight sales before this purchase. 2 other insiders also purchased the stock in the last 30 days.

• Director (LUCIER GREGORY T) at DENTSPLY SIRONA Inc. $XRAY purchased $707.38K (2nd largest purchase, out of 30). This increased their listed holdings by 108%.

• Director (Will W Anthony) at CF Industries Holdings, Inc. $CF sold $24.37M (2nd largest sale, out of 9). This decreased their listed holdings by -47%. Rip Sell: the stock was up 20% in the previous month. 5 other insiders also sold the stock in the last 30 days.

• CFO at AXT INC $AXTI sold $16.80M (largest sale ever, out of 13). This decreased their listed holdings by -59%. Rip Sell: the stock was up 91% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• CEO at AXT INC $AXTI sold $6.91M (largest sale ever, out of 27). Rip Sell: the stock was up 91% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• President and CFO at COCA COLA CO $KO sold $5.83M (4th largest sale, out of 7). This decreased their listed holdings by -19%. 3 other insiders also sold the stock in the last 30 days.

• EVP, Chief Admin. Officer & GC at TENET HEALTHCARE CORP $THC sold $5.62M (largest sale ever, out of 8). This decreased their listed holdings by -53%. 1 other insider also sold the stock in the last 30 days.

• Chairman, CEO at HENRY SCHEIN INC $HSIC sold $3.56M (12th largest sale, out of 20). This insider has sold the stock 3 times in the last 30 days.

• EVP & CFO at GULFPORT ENERGY CORP $GPOR sold $3.53M (first-ever sale). This decreased their listed holdings by -47%. 2 other insiders also sold the stock in the last 30 days.

• President and CEO at Bristow Group Inc. $VTOL sold $3.25M (2nd largest sale, out of 9). This decreased their listed holdings by -15%. Rip Sell: the stock was up 32% in the previous 3 months. 4 other insiders also sold the stock in the last 30 days.

• Director (GOODWIN PAUL R) at FTAI Aviation Ltd. $FTAI sold $3.03M (2nd largest sale, out of 25). This decreased their listed holdings by -10%. Rip Sell: the stock was up 80% in the previous 3 months. Their last sale was 461 days ago.

• CAO, EVP & General Counsel at EMCOR Group, Inc. $EME sold $2.47M (largest sale ever, out of 7). This decreased their listed holdings by -12%.

• COO & CFO at AXON ENTERPRISE, INC. $AXON sold $2.36M (4th largest sale, out of 14). Rip Sell: the stock was up 30% in the previous week. 3 other insiders also sold the stock in the last 30 days.

• General Counsel at Chefs' Warehouse, Inc. $CHEF sold $2.10M (largest sale ever, out of 10). This decreased their listed holdings by -29%. 3 other insiders also sold the stock in the last 30 days.

• and more…

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