Top insider trades (Thu, Jan 15)

Connor’s Commentary

There were 111 new insider trades filed today.

Many of you have not set up your custom alerts at ceowatcher.com. I give you an example of how to set up alerts for CEO purchases at biotech companies in the commentary section below (and some data on why that may be an alert you want to set).

• CEO at Strive (ASST) bought $460k of the stock (increasing their listed holdings by 71%).

• Director at Immuneering (IMRX) bought the dip after the disappointing phase 2 trial results

• The CEO and 3 other directors at Innovative Food Holdings (IVFH) were all able to buy the stock at a 30% discount in a private transaction. Good gig if you can get it

• Hyve Solutions Executive at TD Synnex (SNX) sold $3M (2nd largest sale, out of 229). They were stock options being exercised and sold, but they didn't expire until 2031

• Director at Argan (AGX) sold $2M (3rd largest sale, out of 10). Stock is up almost 100% in the last year.

• Director at Applied Digital (APLD) sells another $385k after the stock's 300% run-up this year

• 4 execs have combined to sell $2.25M of PriceSmart (PSMT) stock

• and more…

Commentary

I was looking at our High Signal Trades list and noticed that MBX Biosciences (MBX) is up almost 200% (and was up another 18% yesterday).

Here is the note I shared in the Discord on October 22nd (the email had a different format then, but I now include notes on the High Signal Trades in the daily emails for Premium subscribers).

A director had bought the stock the day before, and we actually passed on it, but then the CEO stepped in and bought it, which caused us to change our mind.

Obviously, that was the right call.

This has basically been biotech week as we’ve had three big biotech winners.

Since CEO Purchases worked very well in 2025, and it looks like biotech has been working well, I decided to pull all of the biotech CEO purchases for 2025 to see how they performed, and the results are insane.

Biotech CEO purchases are up an average of 40.96% v 13.27% for the S&P.

There were only 80 biotech CEO purchases, so the sample size is small, and there is no way biotech CEO purchases work this well forever. But for now, we’ll surely take advantage of it.

In fact, the best way to take advantage of it is for you to set up your CEO Watcher Alerts.

You can literally set an alert for biotech CEO Purchases, and you’ll get notified each morning at 6am if one of these purchases happens.

Here are the exact alert settings to set this up:

If you don’t have your alerts set up, you should do it. At least set up alerts for the stocks you own/are watching to get notified when any insider trading happens at those companies.

If you aren’t a CEO Watcher Premium subscriber, upgrade at ceowatcher.com and then set up your alerts. If you try CEO Watcher Premium and don’t find it useful, I always give refunds.

If you need any help or want me to show you how to set up a specific alert, just email me at [email protected] (or respond to this email).

keep scrolling. top trades + all of the charts and data below

CEO Watcher Premium

The rest of this email (including today’s top insider trades + all the charts and data) is for CEO Watcher Premium subscribers only. To see an example of the Premium email, click here.

Upgrade to CEO Watcher Premium at ceowatcher.com to unlock:

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• Full access to the CEO Watcher Premium Discord where I share my notes and holdings in the CEO Watcher Portfolio

• The Premium Dashboard, which has a bunch of charts/tables with insider trading data that is updated each day

If CEO Watcher Premium is not for you, I give full refunds with no questions asked.