Top insider trades (Thu, May 14)

Connor’s Commentary

There were 251 new insider trades filed.

No insider trades were flagged as High Signal (though 1 was already on the High Signal List). I shared notes on Evertec (EVTC), Everforth (EFOR), and O-I Glass (OI).

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 (Fairmount Funds Management LLC) at Viridian Therapeutics, Inc.\DE $VRDN purchased $20.00M (4th largest purchase, out of 18). This increased their listed holdings by 30%. Dip Buy: the stock was down -39% in the previous 3 months.

• 10% Owner (Isaacman Jared) at Shift4 Payments, Inc. $FOUR purchased $15.94M (2nd largest purchase, out of 12). Dip Buy: the stock was down -55% in the previous year.

• Director (Gottesman Noam) at Nomad Foods Ltd $NOMD purchased $6.63M (largest purchase ever, out of 4).

• See Remarks at Millrose Properties, Inc. $MRP purchased $6.42M (largest purchase ever, out of 2). This increased their listed holdings by 88%. Their last purchase was 448 days ago. 2 other insiders also purchased the stock in the last 30 days.

• Chief Executive Officer at Kraft Heinz Co $KHC purchased $5.00M. This increased their listed holdings by 50%.

• Chief Executive Officer at 51Talk Online Education Group $COE purchased $2.92M (3rd largest purchase, out of 3). This insider has purchased the stock 5 times in the last 30 days. Part of a 10b5-1 plan.

• Director (Haveli Investments, L.P.) at Blend Labs, Inc. $BLND purchased $2.79M (7th largest purchase, out of 11). This increased their listed holdings by 17%. Dip Buy: the stock was down -53% in the previous 6 months.

• N/A at PIMCO Flexible Credit Income Fund $PFLEX purchased $2.00M. This increased their listed holdings by 25%.

• Chief Executive Officer at TKO Group Holdings, Inc. $TKO purchased $2.00M (10th largest purchase, out of 11). Their last purchase was 454 days ago. 2 other insiders also purchased the stock in the last 30 days.

• Director (Holdsworth Mark Keith) at PARSONS CORP $PSN purchased $512.67K (largest purchase ever, out of 30). This increased their listed holdings by 33%. 1 other insider also purchased the stock in the last 30 days.

• Director (DAMELIO FRANK A) at Zoetis Inc. $ZTS purchased $501.34K (largest purchase ever, out of 2). This increased their listed holdings by 44%. Dip Buy: the stock was down -35% in the previous month. Their last purchase was 4841 days ago. 2 other insiders also purchased the stock in the last 30 days.

• Director (Newgarden Thomas) at KINGSTONE COMPANIES, INC. $KINS purchased $440.46K (largest purchase ever, out of 4). This increased their listed holdings by 55%.

• CHAIRMAN & CEO at NORTHPOINTE BANCSHARES INC $NPB purchased $430.25K (2nd largest purchase, out of 3).

• President FLUT; CEO FLUT Intl at Flutter Entertainment plc $FLUT purchased $251.59K (first-ever purchase). Dip Buy: the stock was down -52% in the previous 6 months. Reversal: they made 2 straight sales before this purchase. 6 other insiders also purchased the stock in the last 30 days.

• Director (Pangalos Menelas N) at Absci Corp $ABSI purchased $200.75K (3rd largest purchase, out of 3). This increased their listed holdings by 19%. Rip Buy: the stock was up 75% in the previous month.

• Chief Financial Officer at INSIGHT ENTERPRISES INC $NSIT purchased $199.81K (first-ever purchase). This increased their listed holdings by 15%. Rip Buy: the stock was up 26% in the previous week.

• Director (Bloch Stephen M) at Liquidia Corp $LQDA sold $16.02M (largest sale ever, out of 6). This decreased their listed holdings by -14%. Rip Sell: the stock was up 45% in the previous month. 8 other insiders also sold the stock in the last 30 days.

• Chief Legal Officer at ARM HOLDINGS PLC /UK $ARM sold $11.00M (first-ever sale). This decreased their listed holdings by -100%. Rip Sell: the stock was up 31% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• Chief Financial Officer at AerCap Holdings N.V. $AER sold $11.00M (first-ever sale). This decreased their listed holdings by -16%. 2 other insiders also sold the stock in the last 30 days.

• President and CEO at Aura Minerals Inc. $AUGO sold $9.43M (largest sale ever, out of 2). This decreased their listed holdings by -11%. Rip Sell: the stock was up 128% in the previous 6 months. 1 other insider also sold the stock in the last 30 days.

• Chief Executive Officer at REGAL REXNORD CORP $RRX sold $4.76M (2nd largest sale, out of 8). This decreased their listed holdings by -25%. Rip Sell: the stock was up 53% in the previous 6 months. 1 other insider also sold the stock in the last 30 days.

• PRESIDENT & CEO at ANI PHARMACEUTICALS INC $ANIP sold $4.27M (2nd largest sale, out of 6). This decreased their listed holdings by -13%. 2 other insiders also sold the stock in the last 30 days.

• Chief Operating Officer, DKC at DAVITA INC. $DVA sold $4.09M (first-ever sale). This decreased their listed holdings by -17%. Rip Sell: the stock was up 32% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• Director (Rickertsen Rick) at Hut 8 Corp. $HUT sold $3.66M (first-ever sale). This decreased their listed holdings by -51%. Rip Sell: the stock was up 55% in the previous month. 1 other insider also sold the stock in the last 30 days.

• VP & Pres. - Power Systems at CUMMINS INC $CMI sold $3.48M (largest sale ever, out of 2). This decreased their listed holdings by -29%. Rip Sell: the stock was up 13% in the previous month. 5 other insiders also sold the stock in the last 30 days.

• CHIEF FINANCIAL OFFICER at VISA INC. $V sold $3.46M (first-ever sale). This decreased their listed holdings by -51%. 1 other insider also sold the stock in the last 30 days.

• Chief Legal Officer at MOLINA HEALTHCARE, INC. $MOH sold $3.31M (3rd largest sale, out of 11). This decreased their listed holdings by -20%. Rip Sell: the stock was up 27% in the previous month. Their last sale was 651 days ago.

• and more…

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