Top insider trades (Mon, May 4)

Connor’s Commentary

There were 148 new insider trades filed.

There were a lot of interesting insider purchases that came in today/Friday. Two insider trades were flagged as High Signal (and both were added to the CEO Watcher Portfolio), and I have a list of 3 more that I need to look into.

CEO Watcher Premium subs can see those in the Trade Notes section of this email (just scroll down).

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• Chief Executive Officer at Pershing Square USA, Ltd. $PSUS purchased $240.86M. 6 other insiders also purchased the stock in the last 30 days. Is part of a public offering. Is part of a private placement.

• 10% Owner (DART KENNETH BRYAN) at Flutter Entertainment plc $FLUT purchased $15.57M. Dip Buy: the stock was down -35% in the previous 3 months. This insider has purchased the stock 20 times in the last 30 days.

• Director (Carroll Jill) at Avalyn Pharma Inc. $AVLN purchased $5.00M (first-ever purchase). This increased their listed holdings by 14%. 1 other insider also purchased the stock in the last 30 days.

• Director (WALLMAN RICHARD F) at CECO ENVIRONMENTAL CORP $CECO purchased $1.10M (2nd largest purchase, out of 46). Rip Buy: the stock was up 20% in the previous month.

• CEO & President at S&P Global Inc. $SPGI purchased $998.30K (first-ever purchase). Reversal: they made 5 straight sales before this purchase.

• Director (Kennedy Thomas A) at TEXTRON INC $TXT purchased $988.59K (2nd largest purchase, out of 2). This increased their listed holdings by 104%.

• Chief Executive Officer at SUNation Energy, Inc. $SUNE purchased $981.84K. This increased their listed holdings by 2,311,300%. Dip Buy: the stock was down -43% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• Director (Tozier Scott) at INTERNATIONAL PAPER CO /NEW/ $IP purchased $313.01K (first-ever purchase). This increased their listed holdings by 40,000%.

• 10% Owner (DAHL JAMES H) at AMREP CORP. $AXR purchased $222.26K (10th largest purchase, out of 113). 1 other insider also purchased the stock in the last 30 days. Appears to be regularly scheduled monthly transaction.

• Chief Financial Officer at SUNation Energy, Inc. $SUNE purchased $218.16K. This increased their listed holdings by 821,693%. Dip Buy: the stock was down -43% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• Chief Financial Officer at GE HealthCare Technologies Inc. $GEHC purchased $200.59K (first-ever purchase). 2 other insiders also purchased the stock in the last 30 days.

• Director (Garchik Stephen Jeffrey) at authID Inc. $AUID purchased $150.00K. This increased their listed holdings by 71%. Dip Buy: the stock was down -52% in the previous 6 months. 1 other insider also purchased the stock in the last 30 days.

• Co-Chairman at SCHWAB CHARLES CORP $SCHW sold $15.41M (44th largest sale, out of 204). 4 other insiders also sold the stock in the last 30 days. Appears to be regularly scheduled yearly transaction.

• Sr. Vice President at TEXAS INSTRUMENTS INC $TXN sold $7.87M (largest sale ever, out of 5). This decreased their listed holdings by -31%. Rip Sell: the stock was up 42% in the previous month. 11 other insiders also sold the stock in the last 30 days.

• Director (Licata Joseph G Jr) at SANMINA CORP $SANM sold $5.61M (largest sale ever, out of 8). This decreased their listed holdings by -48%. Rip Sell: the stock was up 67% in the previous month. Their last sale was 815 days ago. 1 other insider also sold the stock in the last 30 days.

• Chief Administrative Officer at Blackstone Inc. $BX sold $3.78M (2nd largest sale, out of 2).

• Director (BALLESTER ALEJANDRO M) at POPULAR, INC. $BPOP sold $3.45M (largest sale ever, out of 4). This decreased their listed holdings by -39%.

• EVP, Geographies at SLB LIMITED/NV $SLB sold $3.00M (first-ever sale). This decreased their listed holdings by -50%. Rip Sell: the stock was up 52% in the previous 6 months. 1 other insider also sold the stock in the last 30 days.

• Chief Financial Officer at PJT Partners Inc. $PJT sold $1.23M (3rd largest sale, out of 3). This decreased their listed holdings by -12%. Their last sale was 787 days ago.

• EVP, People & Communications at Unum Group $UNM sold $961.68K (largest sale ever, out of 4). This decreased their listed holdings by -21%.

• Director (Mercado, Pablo G.) at COMFORT SYSTEMS USA INC $FIX sold $889.89K (3rd largest sale, out of 9). This decreased their listed holdings by -14%. Rip Sell: the stock was up 26% in the previous month. 1 other insider also sold the stock in the last 30 days.

• Director (DAVIS CLAUDE E) at FIRST FINANCIAL BANCORP /OH/ $FFBC sold $795.45K (5th largest sale, out of 16). This decreased their listed holdings by -46%. Their last sale was 609 days ago. 1 other insider also sold the stock in the last 30 days.

• EVP, Supp. Chain, Mfg. & Sourc at Albertsons Companies, Inc. $ACI sold $761.34K (largest sale ever, out of 2). This decreased their listed holdings by -100%. Their last sale was 1408 days ago.

• President & CEO at KAISER ALUMINUM CORP $KALU sold $524.76K (5th largest sale, out of 42). Rip Sell: the stock was up 35% in the previous month. 5 other insiders also sold the stock in the last 30 days.

• and more…

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