Top insider trades (Thu, Mar 5)

Connor’s Commentary

There were 412 new insider trades filed.

Three insider trades were flagged as High Signal. CEO Watcher Premium subs can see those in the Trade Notes section of this email or the CEO Watcher Premium Dashboard that is linked in the Data Dump section.

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.

• President and CEO at Trade Desk, Inc. $TTD purchased $148.10M (first-ever purchase). This increased their listed holdings by 255%. Dip Buy: the stock was down -35% in the previous 3 months. Reversal: they made 64 straight sales before this purchase.

• Director (PEREZ DE LA MESA MANUEL J) at POOL CORP $POOL purchased $1.09M (largest purchase ever, out of 5). Reversal: they made 57 straight sales before this purchase. 2 other insiders also purchased the stock in the last 30 days.

• Director (Kaufer Stephen) at CarGurus, Inc. $CARG purchased $1.00M (2nd largest purchase, out of 3). This increased their listed holdings by 10%. Reversal: they made 5 straight sales before this purchase.

• Director (Muransky Edward) at FARMERS NATIONAL BANC CORP /OH/ $FMNB purchased $509.60K (3rd largest purchase, out of 15). This increased their listed holdings by 14%.

• President and CEO at GRAPHIC PACKAGING HOLDING CO $GPK purchased $501.10K (largest purchase ever, out of 2). Dip Buy: the stock was down -55% in the previous year.

• Director (Shelton James H) at Duolingo, Inc. $DUOL purchased $498.79K (first-ever purchase). This increased their listed holdings by 107%. Dip Buy: the stock was down -46% in the previous 3 months. Reversal: they made 4 straight sales before this purchase.

• Vice President at Sixth Street Specialty Lending, Inc. $TSLX purchased $356.53K (largest purchase ever, out of 3). This increased their listed holdings by 182%. Their last purchase was 3394 days ago. 2 other insiders also purchased the stock in the last 30 days.

• President at Franklin BSP Realty Trust, Inc. $FBRT purchased $254.13K (first-ever purchase). This increased their listed holdings by 12%. 1 other insider also purchased the stock in the last 30 days.

• Director (Kuczinski Anthony J) at Skyward Specialty Insurance Group, Inc. $SKWD purchased $239.46K (largest purchase ever, out of 7). This increased their listed holdings by 72%. Their last purchase was 728 days ago. 3 other insiders also purchased the stock in the last 30 days.

• President, CEO and Chairman at Installed Building Products, Inc. $IBP sold $125.62M (largest sale ever, out of 25). Their last sale was 726 days ago.

• Director (SLTA IV (GP), L.L.C.) at Dell Technologies Inc. $DELL sold $33.62M (41st largest sale, out of 59). This decreased their listed holdings by -13%. Rip Sell: the stock was up 26% in the previous month. This insider has sold the stock 2 times in the last 30 days.

• Director (BLACK DARREN M.) at LifeStance Health Group, Inc. $LFST sold $30.25M (largest sale ever, out of 4). This decreased their listed holdings by -12%. Their last sale was 644 days ago. 1 other insider also sold the stock in the last 30 days.

• Director (JANA Partners Management, LP) at MERCURY SYSTEMS INC $MRCY sold $24.25M (4th largest sale, out of 6). Rip Sell: the stock was up 113% in the previous year. 3 other insiders also sold the stock in the last 30 days.

• Chairman, CEO at TAKE TWO INTERACTIVE SOFTWARE INC $TTWO sold $12.86M (2nd largest sale, out of 27). 5 other insiders also sold the stock in the last 30 days.

• CEO, Chairman of Board, Secy at NAPCO SECURITY TECHNOLOGIES, INC $NSSC sold $8.23M (3rd largest sale, out of 6). This decreased their listed holdings by -14%. This insider has sold the stock 2 times in the last 30 days.

• See Remarks at Targa Resources Corp. $TRGP sold $7.55M (largest sale ever, out of 2). Rip Sell: the stock was up 21% in the previous month. Their last sale was 1391 days ago. 5 other insiders also sold the stock in the last 30 days.

• Director (STAHL MURRAY) at MIAMI INTERNATIONAL HOLDINGS, INC. $MIAX sold $4.95M (first-ever sale).

• CEO & President at TJX COMPANIES INC /DE/ $TJX sold $4.83M (3rd largest sale, out of 60). Appears to be regularly scheduled yearly transaction.

• CHIEF ACCOUNTING OFFICER at COMFORT SYSTEMS USA INC $FIX sold $3.16M (largest sale ever, out of 15). This decreased their listed holdings by -14%. Rip Sell: the stock was up 17% in the previous month. 6 other insiders also sold the stock in the last 30 days.

• Director (Meyers Charles J) at EQUINIX INC $EQIX sold $2.62M (11th largest sale, out of 57). This decreased their listed holdings by -17%. Rip Sell: the stock was up 17% in the previous month. 9 other insiders also sold the stock in the last 30 days. Appears to be regularly scheduled yearly transaction.

• Director (AE RED HOLDINGS, LLC) at Redwire Corp $RDW sold $2.46M (9th largest sale, out of 33). Rip Sell: the stock was up 62% in the previous 3 months. This insider has sold the stock 4 times in the last 30 days. Appears to be regularly scheduled monthly transaction.

• and more…

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