Top insider trades (Thu, Jun 18)

Today’s Largest Unscheduled Trades

There were 333 new insider trades filed.

0 insider trades were flagged as High Signal, but I shared my notes on why I passed on Fiserv (FISV) for now, even though it has had a handful of very compelling insider purchases recently, and the entire industry has above-average insider buying.

Our system gave high scores to 4 insider purchases (I shared our system’s notes on those in the High Scoring Purchases - Quick Notes).

We also found 2 insider purchases from insiders who average 80%+ 1y returns.

CEO Watcher Premium subs can see those notes in later sections of this email.

Today’s largest unscheduled insider trades:

• Director (Taylor Bruce C.) at Mission Produce, Inc. $AVO purchased $3.54M (largest purchase ever, out of 2). 1 other insider also purchased the stock in the last 30 days.

• Director (Pack Jay A) at Mission Produce, Inc. $AVO purchased $2.14M (largest purchase ever, out of 2). This increased their listed holdings by 11%. 1 other insider also purchased the stock in the last 30 days.

• Co-Founder & President at EquipmentShare.com Inc $EQPT purchased $1.07M (first-ever purchase). Rip Buy: the stock was up 21% in the previous week. 2 other insiders also purchased the stock in the last 30 days.

• Co-Founder & CEO at EquipmentShare.com Inc $EQPT purchased $1.06M (first-ever purchase). Rip Buy: the stock was up 21% in the previous week. 2 other insiders also purchased the stock in the last 30 days.

• Director (STEINBERG JOSEPH S) at Vitesse Energy, Inc. $VTS purchased $660.53K (22nd largest purchase, out of 78). This insider has purchased the stock 2 times in the last 30 days.

• President and CEO at Autodesk, Inc. $ADSK purchased $498.54K (first-ever purchase). Reversal: they made 19 straight sales before this purchase. 2 other insiders also purchased the stock in the last 30 days.

• Director (Stein Todd J) at Spok Holdings, Inc $SPOK purchased $366.70K (4th largest purchase, out of 30). Reversal: they made 16 straight sales before this purchase. Their last purchase was 1185 days ago.

• Director (Wesley Charles Ray IV) at HALLADOR ENERGY CO $HNRG purchased $250.31K (4th largest purchase, out of 9).

• Director (ORTALE BUFORD H) at Franklin BSP Realty Trust, Inc. $FBRT purchased $218.60K (2nd largest purchase, out of 6). This increased their listed holdings by 51%.

• Director (Herring Bruce) at Pershing Square USA, Ltd. $PSUS purchased $201.25K (2nd largest purchase, out of 2). This increased their listed holdings by 50%.

• Chief Executive Officer at Canaan Inc. $CAN purchased $175.00K. This increased their listed holdings by 21%. Dip Buy: the stock was down -33% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• CEO at Gaotu Techedu Inc. $GOTU purchased $167.95K (2nd largest purchase, out of 2). Dip Buy: the stock was down -60% in the previous year. This insider has purchased the stock 2 times in the last 30 days.

• Director (Mamilli Wafaa) at FISERV INC $FISV purchased $149.75K (first-ever purchase). This increased their listed holdings by 23%. Dip Buy: the stock was down -69% in the previous year. 4 other insiders also purchased the stock in the last 30 days.

• Chief Medical Officer at OneMedNet Corp $ONMD purchased $100.00K. Dip Buy: the stock was down -40% in the previous month. 2 other insiders also purchased the stock in the last 30 days.

• Director (Sabol Colin R) at Energy Recovery, Inc. $ERII purchased $99.27K (largest purchase ever, out of 3). This increased their listed holdings by 23%. Their last purchase was 946 days ago.

• Director (Marinelli Jon R) at UNITED STATES ANTIMONY CORP $UAMY purchased $93.12K (first-ever purchase). Dip Buy: the stock was down -31% in the previous 3 months.

• President and CEO at APPLIED MATERIALS INC /DE $AMAT sold $49.24M (3rd largest sale, out of 26). Rip Sell: the stock was up 30% in the previous month. Their last sale was 726 days ago. 7 other insiders also sold the stock in the last 30 days.

• Senior Vice President, CTO at APPLIED MATERIALS INC /DE $AMAT sold $20.75M (largest sale ever, out of 14). This decreased their listed holdings by -19%. Rip Sell: the stock was up 30% in the previous month. Their last sale was 903 days ago. 7 other insiders also sold the stock in the last 30 days.

• Director (MACKESY D SCOTT) at Clearwater Analytics Holdings, Inc. $CWAN sold $15.40M (7th largest sale, out of 16). This decreased their listed holdings by -100%. 1 other insider also sold the stock in the last 30 days.

• Chief Executive Officer at DAVITA INC. $DVA sold $14.53M (largest sale ever, out of 30). Rip Sell: the stock was up 39% in the previous 3 months. Their last sale was 638 days ago. 2 other insiders also sold the stock in the last 30 days.

• General Counsel & Secretary at Dell Technologies Inc. $DELL sold $8.20M (6th largest sale, out of 24). This decreased their listed holdings by -12%. Rip Sell: the stock was up 66% in the previous month. Their last sale was 376 days ago. 7 other insiders also sold the stock in the last 30 days.

• Director (White Raymond T.) at Clear Channel Outdoor Holdings, Inc. $CCO sold $6.72M (2nd largest sale, out of 3). This decreased their listed holdings by -96%. Rip Sell: the stock was up 119% in the previous year. This insider has sold the stock 2 times in the last 30 days.

• Director (Iannotti Thomas J) at APPLIED MATERIALS INC /DE $AMAT sold $5.55M (largest sale ever, out of 12). This decreased their listed holdings by -18%. Rip Sell: the stock was up 30% in the previous month. Their last sale was 723 days ago. 7 other insiders also sold the stock in the last 30 days.

• SVP, Applied Global Services at APPLIED MATERIALS INC /DE $AMAT sold $5.09M (largest sale ever, out of 2). Rip Sell: the stock was up 30% in the previous month. Their last sale was 1099 days ago. 7 other insiders also sold the stock in the last 30 days.

• Director (Getsinger Peter W) at ARGAN INC $AGX sold $4.75M (largest sale ever, out of 15). This decreased their listed holdings by -44%. Rip Sell: the stock was up 45% in the previous 3 months. 4 other insiders also sold the stock in the last 30 days.

• CEO AND CHAIRMAN at Cadre Holdings, Inc. $CDRE sold $3.54M (11th largest sale, out of 71). This insider has sold the stock 2 times in the last 30 days.

• Chief Partner Officer at AMERICAN EXPRESS CO $AXP sold $2.39M. This decreased their listed holdings by -41%. Is part of a dividend reinvestment.

• Chief Operating Officer at Arteris, Inc. $AIP sold $1.71M (largest sale ever, out of 16). This decreased their listed holdings by -14%. Rip Sell: the stock was up 25% in the previous month. 6 other insiders also sold the stock in the last 30 days.

• Chief Accounting Officer at AerCap Holdings N.V. $AER sold $1.67M (first-ever sale). This decreased their listed holdings by -46%.

• Chief Medical Officer at BELITE BIO, INC $BLTE sold $1.41M (first-ever sale). This decreased their listed holdings by -28%. Rip Sell: the stock was up 136% in the previous year.

• Director (ABBAS GIZMAN I) at Talen Energy Corp $TLN sold $988.00K (largest sale ever, out of 3). This decreased their listed holdings by -49%. Rip Sell: the stock was up 21% in the previous month.

• Director (CHANG DAVID C) at AXT INC $AXTI sold $926.39K (2nd largest sale, out of 9). This decreased their listed holdings by -11%. Rip Sell: the stock was up 109% in the previous 3 months. 2 other insiders also sold the stock in the last 30 days.

• and more…

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