Top insider trades (Oct 13 - 17)

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Welcome to this week’s edition of CEO Watcher.

This is the only tool that tracks the returns of insiders so we know which insider trades are worth copying.

This week we tracked 473 insider trades and found:

• Citizens (CIA) is up 60% in 4.5 months after we found the CEO buying the stock

• 5 insiders at Chicago Atlantic Real Estate Finance (REFI) bought the stock just 2 weeks before earnings

• A director at Fastenal (FAST) is buying the post-earnings dip

• A director at Grindr (GRND) bought $13M of the company and is trying to take it private

• and more…

Have a great weekend and thanks for reading!

Connor

P.S. Make sure to follow @CEOStockWatcher on Twitter/X as I post more interesting insider trades there each day.

💰 Previous Winner

Citizens, Inc (CIA) is up 60% in 4.5 months after we found the CEO, who averaged 16% 3m returns with a 100% win rate, buying the dip.

It opened at $3.62 and is up to $5.78 (+60%).

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👀 Top Insider Trades this Week

🥇 Five Insiders buy Chicago Atlantic Real Estate Finance, Inc. ($REFI) just two weeks before earnings

Brandon Konigsberg (Director) at Chicago Atlantic Real Estate Finance, Inc. ($REFI) purchased 7,000 shares at $12.33/share ($86.3K total) which increased their vested holdings by +34.1%. The current price is $12.45 (+1.0%). Their median purchase size is $51.15K and this is their 1st largest purchase out of 2 all time. link

Historic Returns
1m returns: +11.3% weighted | 100% win rate (1/1)
3m returns: +10.8% weighted | 100% win rate (1/1)
6m returns: +4.2% weighted | 100% win rate (1/1)
1y returns: +7.2% weighted | 100% win rate (1/1)

This is the 6th insider purchase at this company in the last 30 days (and there were 4 other purchases on the same day)

🥈 Director at Fastenal Company ($FAST) buys the post-earnings dip

Hsenghung Sam HSU (Director) at Fastenal Company ($FAST) purchased 1,000 shares at $42.45/share ($42.45K total) which increased their vested holdings by +12.5%. The current price is $41.96 (-1.2%). Their median purchase size is $62.07K and this is their 4th largest purchase out of 4 all time. link

Historic Returns
1m returns: +6.4% weighted | 100% win rate (3/3)
3m returns: +13.6% weighted | 100% win rate (3/3)
6m returns: +16.1% weighted | 100% win rate (3/3)
1y returns: +21.8% weighted | 67% win rate (2/3)

🥉 [SALE] 10% Owner at Aeluma, Inc. ($ALMU) sells the stock for the 4th time in the last couple of weeks

Mark N. Tompkins (10% Owner) at Aeluma, Inc. ($ALMU) made a large, unusual sale. They just sold 106,908 shares at $17.25/share ($1.84M total) which decreased their vested holdings by -4.0%. The current price is $18.73 (+8.6%). Their median sale size is $480.9K and this is their 3rd largest sale out of 18 all time. link

Historic Returns
1m returns: +3.1% weighted | 60% win rate (9/15)
3m returns: +6.9% weighted | 100% win rate (15/15)
6m returns: +11.8% weighted | 100% win rate (15/15)
1y returns: +20.0% weighted | 100% win rate (15/15)

Note: Selling the rip (stock was up 21.67% in the month before the sale). This is their 4th insider sale at this company in the last 30 days

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 📈 Largest Insider Buys (last week)

• 10% Owner at Hycroft Mining Holding Corporation (HYMC) purchased 7,690,000 shares at $6.5 for $49.98M. This is their 1st largest purchase (out of 5) and increased their vested position to 25,225,528 shares (+43.85%). +17.23% 1m (+100.00% win rate) / +30.09% 3m (+100.00% win rate) avg returns on 5 previous purchases. This is the 1st insider purchase at this company in the last 30 days. - link

• Director at Grindr Inc. (GRND) purchased 1,000,000 shares at $13.15 for $13.15M. This is their 1st largest purchase (out of 12) and increased their vested position to 94,720,123 shares (+1.07%). -1.10% 1m (+60.00% win rate) / +2.15% 3m (+80.00% win rate) avg returns on 12 previous purchases. Buying the dip (stock was down -20.72% in the month before the purchase). This is the 1st insider purchase at this company in the last 30 days. - link

• 10% Owner at Cullinan Therapeutics, Inc. (CGEM) purchased 1,459,641 shares at $6.9 for $6.23M. This is their 3rd largest purchase (out of 16) and increased their vested position to 16,194,827 shares (+9.91%). +3.94% 1m (+25.00% win rate) / -21.73% 3m (+20.00% win rate) avg returns on 16 previous purchases. Buying the dip (stock was down -53.37% in the one year before the purchase). 1 other insider also purchased the stock (2 total purchases in last 30 days). - link

• 10% Owner at Adicet Bio, Inc. (ACET) purchased 5,000,000 shares at $1.0 for $5.0M. This is their 39th largest purchase (out of 93) and increased their vested position to 16,447,140 shares (+43.68%). -2.81% 1m (+41.38% win rate) / +1.41% 3m (+50.88% win rate) avg returns on 93 previous purchases. Is part of a purchase agreement. This is the 1st insider purchase at this company in the last 30 days. - link

• 10% Owner at Cullinan Therapeutics, Inc. (CGEM) purchased 1,459,641 shares at $6.46 for $3.59M. This is their 4th largest purchase (out of 15) and increased their vested position to 16,194,827 shares (+9.91%). +3.94% 1m (+25.00% win rate) / -21.73% 3m (+20.00% win rate) avg returns on 15 previous purchases. Buying the dip (stock was down -53.37% in the one year before the purchase). 1 other insider also purchased the stock (2 total purchases in last 30 days). - link

• 10% Owner at ASA Gold and Precious Metals Limited (ASA) purchased 75,263 shares at $47.46 for $3.57M. This is their 35th largest purchase (out of 1186) and increased their vested position to 4,802,402 shares (+1.59%). +1.46% 1m (+70.48% win rate) / +1.85% 3m (+75.42% win rate) avg returns on 1186 previous purchases. This appears to be a regularly scheduled monthly transaction. This is the 6th insider purchase at this company in the last 30 days. - link

• 10% Owner at Zenas BioPharma, Inc. (ZBIO) purchased 126,315 shares at $19.0 for $2.4M. This is their 3rd largest purchase (out of 3) and increased their vested position to 5,037,854 shares (+2.57%). +19.18% 1m (+100.00% win rate) / -46.47% 3m (0.00% win rate) avg returns on 3 previous purchases. Is part of a purchase agreement. This is the 5th insider purchase at this company in the last 30 days (and there were 2 other purchases on the same day). - link

• 10% Owner at ASA Gold and Precious Metals Limited (ASA) purchased 45,003 shares at $50.51 for $2.27M. This is their 74th largest purchase (out of 1187) and increased their vested position to 4,847,405 shares (+0.94%). +1.46% 1m (+70.48% win rate) / +1.85% 3m (+75.42% win rate) avg returns on 1187 previous purchases. This appears to be a regularly scheduled monthly transaction. This is the 7th insider purchase at this company in the last 30 days. - link

• Director at Zenas BioPharma, Inc. (ZBIO) purchased 117,255 shares at $19.19 for $2.25M. This is their 8th largest purchase (out of 11) and increased their vested position to 2,619,189 shares (+4.69%). +4.22% 1m (+57.14% win rate) / -11.69% 3m (+57.14% win rate) avg returns on 11 previous purchases. Is part of a purchase agreement. This is the 5th insider purchase at this company in the last 30 days (and there were 2 other purchases on the same day). - link

• Director at Vivani Medical, Inc. (VANI) purchased 1,737,764 shares at $1.14 for $1.98M. This is their 4th largest purchase (out of 40) and increased their vested position to 22,446,312 shares (+8.39%). +0.74% 1m (+72.97% win rate) / +4.94% 3m (+83.78% win rate) avg returns on 40 previous purchases. Is part of a purchase agreement. This is the 2nd insider purchase at this company in the last 30 days. - link

📉 Largest Insider Sells (last week)

• Chief Executive Officer at Dell Technologies Inc. (DELL) sold 6,253,968 shares at $159.91 for $1.0B. This is their 4th largest sale (out of 17) and decreased their vested position to 17,538,273 shares (-26.29%). -4.78% 1m (+25.00% win rate) / -1.52% 3m (+31.25% win rate) avg returns on 17 previous sales. Selling the rip (stock was up 20.99% in the month before the sale). This is the 17th insider sale at this company in the last 30 days (and there were 2 other sales on the same day). - link

• 10% Owner at Chewy, Inc. (CHWY) sold 13,280,212 shares at $37.65 for $500.0M. This is their 9th largest sale (out of 17) and decreased their vested position to 176,478,229 shares (-7.00%). +11.99% 1m (+72.73% win rate) / +0.13% 3m (+45.45% win rate) avg returns on 17 previous sales. This appears to be a regularly scheduled yearly transaction. This is the 2nd insider sale at this company in the last 30 days. - link

• Director at Alliance Laundry Holdings Inc. (ALH) sold 18,804,877 shares at $22.0 for $413.71M. This is their 1st largest sale (out of 1) and decreased their vested position to 140,758,968 shares (-11.79%). No returns available. This is the 1st insider sale at this company in the last 30 days. - link

• 10% Owner at CoreWeave, Inc. (CRWV) sold 907,277 shares at $141.16 for $128.07M. This is their 20th largest sale (out of 64) and decreased their vested position to 48,480,623 shares (-1.84%). -4.34% 1m (+32.00% win rate) / -0.17% 3m (+70.59% win rate) avg returns on 64 previous sales. This appears to be a regularly scheduled weekly transaction. Selling the rip (stock was up 22.84% in the month before the sale). This is the 40th insider sale at this company in the last 30 days (and there were 4 other sales on the same day). - link

• Chief Executive Officer at Galaxy Digital Inc. (GLXY) sold 3,000,000 shares at $36.0 for $108.0M. This is their 1st largest sale (out of 3) and decreased their vested position to 192,873,295 shares (-1.53%). -19.33% 1m (0.00% win rate) / -31.16% 3m (0.00% win rate) avg returns on 3 previous sales. Selling the rip (stock was up 38.52% in the month before the sale). 2 other insiders also sold the stock (3 total sales in last 30 days). - link

• 10% Owner at CoreWeave, Inc. (CRWV) sold 691,243 shares at $139.46 for $96.4M. This is their 25th largest sale (out of 62) and decreased their vested position to 78,171,524 shares (-0.88%). -4.34% 1m (+32.00% win rate) / -0.17% 3m (+70.59% win rate) avg returns on 62 previous sales. This appears to be a regularly scheduled weekly transaction. Selling the rip (stock was up 22.84% in the month before the sale). This is the 40th insider sale at this company in the last 30 days (and there were 4 other sales on the same day). - link

• 10% Owner at Keros Therapeutics, Inc. (KROS) sold 5,389,264 shares at $17.75 for $95.66M. This is their 1st largest sale (out of 1) and decreased their vested position to 0 shares (-100.00%). No returns available. This is the 1st insider sale at this company in the last 30 days. - link

• 10% Owner at Cipher Mining Inc. (CIFR) sold 4,535,843 shares at $20.86 for $94.63M. This is their 1st largest sale (out of 14) and decreased their vested position to 61,316,694 shares (-6.89%). -20.96% 1m (+11.11% win rate) avg returns on 14 previous sales. No 3m returns available. Selling the rip (stock was up 62.64% in the month before the sale). This is the 6th insider sale at this company in the last 30 days (and there was 1 other sale on the same day). - link

• 10% Owner at Galaxy Digital Inc. (GLXY) sold 2,477,055 shares at $36.0 for $89.17M. This is their 1st largest sale (out of 3) and decreased their vested position to 192,115,103 shares (-1.27%). -19.33% 1m (0.00% win rate) / -31.16% 3m (0.00% win rate) avg returns on 3 previous sales. Selling the rip (stock was up 38.52% in the month before the sale). 2 other insiders also sold the stock (3 total sales in last 30 days). - link

• Director at Dell Technologies Inc. (DELL) sold 499,999 shares at $161.48 for $80.74M. This is their 12th largest sale (out of 57) and decreased their vested position to 53,535,216 shares (-0.93%). +4.33% 1m (+54.55% win rate) / +2.54% 3m (+58.54% win rate) avg returns on 57 previous sales. This appears to be a regularly scheduled weekly transaction. Selling the rip (stock was up 20.99% in the month before the sale). This is the 17th insider sale at this company in the last 30 days (and there were 2 other sales on the same day). - link

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