Top insider trades (Thu, Jun 25)

Today’s Largest Unscheduled Trades

There were 192 new insider trades filed.

No insider trades were flagged as High Signal, but I shared my notes on a Bitcoin miner with an insider cluster + dip buy that analysts hope will pivot to AI. However, mgmt seems to remain focused on Bitcoin, making the stock essentially a leveraged BTC play.

Our system gave high scores to 1 insider purchase (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 30%+ 1y returns.

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

Today’s largest unscheduled insider trades:

• 10% Owner (DART KENNETH BRYAN) at Flutter Entertainment plc $FLUT purchased $34.69M. Dip Buy: the stock was down -55% in the previous 6 months. This insider has purchased the stock 8 times in the last 30 days. Is part of a dividend reinvestment.

• CHIEF EXECUTIVE OFFICER at PROSPECT CAPITAL CORP $PSEC purchased $2.25M (52nd largest purchase, out of 220). This insider has purchased the stock 4 times in the last 30 days.

• Executive Chairman at AMERICAN SHARED HOSPITAL SERVICES $AMS purchased $1.34M. This increased their listed holdings by 34%.

• Director (SIMPSON BOB R) at TXO Partners, L.P. $TXO purchased $1.26M (13th largest purchase, out of 20). This insider has purchased the stock 4 times in the last 30 days.

• Director (Akradi Bahram) at NORTHERN OIL & GAS, INC. $NOG purchased $499.74K (9th largest purchase, out of 16). Dip Buy: the stock was down -32% in the previous 3 months. Their last purchase was 476 days ago.

• President and CEO at CARMAX INC $KMX purchased $498.25K (first-ever purchase). This increased their listed holdings by 39%. Rip Buy: the stock was up 28% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• Chief Financial Officer at Faeth Therapeutics, Inc. $FTH purchased $405.92K (3rd largest purchase, out of 3). Rip Buy: the stock was up 37% in the previous month. 1 other insider also purchased the stock in the last 30 days.

• Director (Hennigan Michael J) at Kayne Anderson Energy Infrastructure Fund, Inc. $KYN purchased $271.60K (largest purchase ever, out of 2). 1 other insider also purchased the stock in the last 30 days.

• President and CEO at OCCIDENTAL PETROLEUM CORP /DE/ $OXY purchased $249.85K (first-ever purchase). Dip Buy: the stock was down -12% in the previous month.

• Director (HOMBACH ROBERT J.) at Seaport Therapeutics, Inc. $SPTX purchased $235.77K (largest purchase ever, out of 5).

• Director (Tyler Lauren M) at Cencora, Inc. $COR purchased $148.63K (2nd largest purchase, out of 2). This increased their listed holdings by 14%. 1 other insider also purchased the stock in the last 30 days.

• Director (Bensen Peter J) at CARMAX INC $KMX purchased $130.50K (6th largest purchase, out of 6). This increased their listed holdings by 11%. Rip Buy: the stock was up 28% in the previous month. Their last purchase was 2998 days ago. 1 other insider also purchased the stock in the last 30 days.

• Director (Bloch Stephen M) at Liquidia Corp $LQDA sold $7.57M (6th largest sale, out of 53). Rip Sell: the stock was up 21% in the previous month. 6 other insiders also sold the stock in the last 30 days.

• Director (Griffith William J.G.) at ServiceTitan, Inc. $TTAN sold $6.00M (2nd largest sale, out of 3). 5 other insiders also sold the stock in the last 30 days.

• Chief Revenue Officer at Snowflake Inc. $SNOW sold $2.17M (first-ever sale). Rip Sell: the stock was up 31% in the previous month. 5 other insiders also sold the stock in the last 30 days.

• Chairman of the Board & CEO at HOVNANIAN ENTERPRISES INC $HOV sold $1.62M (16th largest sale, out of 39). Rip Sell: the stock was up 21% in the previous month. Large price difference: Current: $141.91 | Tx: $125.78 | Diff: (+12.82%).

• President of Subsidiary at AMERICAN FINANCIAL GROUP INC $AFG sold $1.54M.

• PRESIDENT AND CIO at Sunstone Hotel Investors, Inc. $SHO sold $1.04M (largest sale ever, out of 3). This decreased their listed holdings by -13%. Rip Sell: the stock was up 30% in the previous 3 months. Their last sale was 3599 days ago.

• Chief Quality Officer and CTO at SEMTECH CORP $SMTC sold $935.00K (6th largest sale, out of 44). Rip Sell: the stock was up 109% in the previous 3 months. 5 other insiders also sold the stock in the last 30 days.

• Director (LIN KUAN-MING) at Silicon Motion Technology CORP $SIMO sold $930.32K (first-ever sale). This decreased their listed holdings by -28%. Rip Sell: the stock was up 169% in the previous 3 months. 1 other insider also sold the stock in the last 30 days.

• President of Hydraulics, FCT at HELIOS TECHNOLOGIES, INC. $HLIO sold $904.68K (largest sale ever, out of 6). This decreased their listed holdings by -46%. Rip Sell: the stock was up 32% in the previous 3 months.

• Director (SHIEH HAN-PING) at Silicon Motion Technology CORP $SIMO sold $629.25K. This decreased their listed holdings by -23%. Rip Sell: the stock was up 169% in the previous 3 months. 1 other insider also sold the stock in the last 30 days.

• Director (Mann Russell) at OOMA INC $OOMA sold $367.01K (largest sale ever, out of 6). This decreased their listed holdings by -14%. Rip Sell: the stock was up 30% in the previous 3 months. Their last sale was 2195 days ago. 2 other insiders also sold the stock in the last 30 days.

• Director (Yen Mallun) at Everpure, Inc. $P sold $364.12K (8th largest sale, out of 42). Their last sale was 742 days ago. 1 other insider also sold the stock in the last 30 days.

• CHIEF TECHNOLOGY OFFICER at Freedom Holding Corp. $FRHC sold $253.48K (3rd largest sale, out of 5). This decreased their listed holdings by -15%. 2 other insiders also sold the stock in the last 30 days.

• Director (Jacobs Bradley W.) at TELOS CORP $TLS sold $240.38K (2nd largest sale, out of 3). This decreased their listed holdings by -25%. 1 other insider also sold the stock in the last 30 days.

• and more…

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