Top insider trades (Thu, Apr 16)

Connor’s Commentary

There were 113 new insider trades filed.

1 insider trade was flagged as High Signal, and I share my notes on this trade and the insider buys at Conagra (CAG) later in this email. CEO Watcher Premium subs can see those in the Trade Notes section of this email (just scroll down).

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 (JANA Partners Management, LP) at Lamb Weston Holdings, Inc. $LW purchased $4.21M (8th largest purchase, out of 14). 2 other insiders also purchased the stock in the last 30 days.

• Director (PACE PHILLIP Z) at Tamboran Resources Corp $TBN purchased $369.87K (largest purchase ever, out of 2). This increased their listed holdings by 38%. Rip Buy: the stock was up 27% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• Director (LENNY RICHARD H) at CONAGRA BRANDS INC. $CAG purchased $358.50K (first purchase of CAG). This increased their listed holdings by 12%. 1 other insider also purchased the stock in the last 30 days. Is part of a dividend reinvestment.

• Director (Mulligan John J) at CONAGRA BRANDS INC. $CAG purchased $250.40K (2nd largest purchase, out of 3). This increased their listed holdings by 542%. 1 other insider also purchased the stock in the last 30 days.

• Executive Vice President at VIRCO MFG CORPORATION $VIRC purchased $97.52K (largest purchase ever, out of 11). 3 other insiders also purchased the stock in the last 30 days.

• Director (RA CAPITAL MANAGEMENT, L.P.) at Vor Biopharma Inc. $VOR sold $11.88M (12th largest sale, out of 33). This decreased their listed holdings by -18%. Dip Sell: the stock was down -51% in the previous 6 months. This insider has sold the stock 3 times in the last 30 days.

• Director (Chen Jeffrey) at ASE Technology Holding Co., Ltd. $ASX sold $11.41M (largest sale ever, out of 2). Rip Sell: the stock was up 23% in the previous month. This insider has sold the stock 2 times in the last 30 days.

• Director (Leimkuhler William F.) at ARGAN INC $AGX sold $5.05M (largest sale ever, out of 12). This decreased their listed holdings by -16%. Rip Sell: the stock was up 32% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• CTO at AEHR TEST SYSTEMS $AEHR sold $1.24M (2nd largest sale, out of 8). Rip Sell: the stock was up 90% in the previous month. 9 other insiders also sold the stock in the last 30 days.

• EVP & Chief of Operations at DELTA AIR LINES, INC. $DAL sold $1.07M (3rd largest sale, out of 3). This decreased their listed holdings by -21%. This insider has sold the stock 2 times in the last 30 days.

• EVP & Secretary at VILLAGE SUPER MARKET INC $VLGEA sold $524.67K (largest sale ever, out of 29). This decreased their listed holdings by -10%. Their last sale was 1118 days ago. 3 other insiders also sold the stock in the last 30 days.

• Executive VP of R&D at AEHR TEST SYSTEMS $AEHR sold $385.73K (first-ever sale). This decreased their listed holdings by -33%. Rip Sell: the stock was up 90% in the previous month. 9 other insiders also sold the stock in the last 30 days.

• President & CEO at Monte Rosa Therapeutics, Inc. $GLUE sold $141.12K (largest sale ever, out of 3). Rip Sell: the stock was up 64% in the previous 6 months. 1 other insider also sold the stock in the last 30 days.

• Director (TING HOCK MING) at TRIO-TECH INTERNATIONAL $TRT sold $127.70K (largest sale ever, out of 4). This decreased their listed holdings by -10%. Rip Sell: the stock was up 75% in the previous 6 months. This insider has sold the stock 2 times in the last 30 days.

• and more…

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