Top insider trades (Thu, May 29)

Good morning!

I sifted through 208 insider trades and calculated the best ones. Sorry for the delay, I was trying to update some code for the Aggregate Purchases / Sales and finally figured it out, but now I have to refresh all of the data which will take a little while. So I’m excluding those sections today and they will be back tomorrow.

I found:

  • HYLN is up 35% after we found two top purchases yesterday

  • Chief Accounting Officer at SNOW with 16% 3m returns sells $1M of the stock (CFO also sold $82M)

  • General Counsel at ATEN with 24% 3m returns sells the stock

  • COO at MCY buys $900k of the stock

  • Another $5M purchase at VSTS which puts the total above $11M in the last 30 days

  • A director buys $4M of KKR (his first ever purchase)

  • CTO at APP sells $29M of the stock (pushing the total sales of APP to over $400M in the last 30 days)

  • COO at DASH sells $13M

  • and much more…

Have a great day!

Connor

P.S. Click here for the Google Sheet with all of the today’s data.

💰 Previous Winner

HYLN is already up 35% in one day (!) since we found the CFO and CCO with 50% 3m returns making Top Insider Purchases in yesterday’s CEO Watcher Premium email.

It opened at $1.24 and is up to $1.68 (+35%).

New 3-Point Purchases

3-point purchases are the highest-rated insider purchases. To qualify: 1) the insider has killer returns on previous purchases, 2) they have multiple previous purchases with great returns, 3) they have a great win rate, 4) the purchase is sizable, and 5) the purchase is not pre-planned (DRIP, ESPP, etc).

Director at InfuSystem Holdings, Inc. ($INFU)

Kenneth D. Eichenbaum (Director) at InfuSystem Holdings, Inc. ($INFU) purchased 2,000 shares at $5.18/share ($10.36K total) which increased their vested holdings by +50.0%. The current price is $5.22 (+0.8%). Their median purchase size is $16.96K and this is their 2nd largest purchase out of 2 all time. link

Historic Returns
1m returns: +3.5% weighted | 100% win rate (1/1)
3m returns: +30.1% weighted | 100% win rate (1/1)
6m returns: -3.3% weighted | 0% win rate (0/1)
1y returns: N/A

Buying the dip (stock was down -34.59% in the three months before the purchase)

New 3-Point Sells

3-point sells are the highest-rated insider sells. To qualify: 1) the insider has killer returns on previous sells (ie the stock has fallen significantly), 2) they have multiple previous sells with great returns, 3) they have a great win rate, 4) the sell is sizable, and 5) the sell is not pre-planned (taxes, 10b5-1, etc). Note: positive insider returns in this section mean the stock has fallen by that amount on average.

General Counsel at A10 Networks, Inc. ($ATEN)

Robert Scott Weber (General Counsel) at A10 Networks, Inc. ($ATEN) sold 5,000 shares at $17.37/share ($86.85K total) which decreased their vested holdings by -7.9%. The current price is $17.14 (-1.3%). Their median sale size is $35.31K and this is their 1st largest sale out of 5 all time. link

Historic Returns
1m returns: -3.5% weighted | 50% win rate (1/2)
3m returns: +24.1% weighted | 100% win rate (2/2)
6m returns: +8.1% weighted | 100% win rate (2/2)
1y returns: +4.6% weighted | 100% win rate (2/2)

Is part of 10b5-1 plan



Senior VP, Operations at C3.ai, Inc. ($AI)

Merel Witteveen (Senior VP, Operations) at C3.ai, Inc. ($AI) sold 805 shares at $23.56/share ($18.97K total) which decreased their vested holdings by -3.8%. The current price is $23.02 (-2.3%). Their median sale size is $113.04K and this is their 5th largest sale out of 6 all time. link

Historic Returns
1m returns: +14.1% weighted | 100% win rate (3/3)
3m returns: +33.6% weighted | 100% win rate (3/3)
6m returns: N/A
1y returns: N/A

All New Top Purchases

These don’t quite reach the bar of a 3-point purchase, but are still noteworthy due to the size of the trade and the insider’s previous performance on purchases of the stock.

  • Funk Andrea J. (EVP & Chief Financial Officer) at ENS purchased 315 shares at $80.2 for $25.26K. This is their 1st largest purchase (out of 2) and increased their vested position to 50,645 shares (+0.63%). +14.17% 1m (+100.00% win rate) / +16.04% 3m (+100.00% win rate) avg returns on 2 previous purchases. - link

  • Eichenbaum Kenneth D. (Director) at INFU purchased 2,000 shares at $5.18 for $10.36K. This is their 2nd largest purchase (out of 2) and increased their vested position to 6,000 shares (+50.00%). +3.49% 1m (+100.00% win rate) / +30.11% 3m (+100.00% win rate) avg returns on 2 previous purchases. - link

  • PARNELL WILLIAM L. JR (Director) at SCKT purchased 4,492 shares at $1.11 for $4.97K. This is their 7th largest purchase (out of 7) and increased their vested position to 71,850 shares (+6.67%). +0.62% 1m (+100.00% win rate) / +10.86% 3m (+100.00% win rate) avg returns on 7 previous purchases. - link

Click here for the Google Sheet with all of the today’s data.

All New Top Sells

These don’t quite reach the bar of a 3-point sell, but are still noteworthy due to the size of the trade and the insider’s previous performance on sales of the stock. Note: positive insider returns in this section mean the stock has fallen by that amount on average.

  • Ho Emily (Chief Accounting Officer) at SNOW sold 5,027 shares at $199.06 for $1.0M. This is their 2nd largest sale (out of 7) and decreased their vested position to 40,608 shares (-11.02%). +5.78% 1m (+83.33% win rate) / +16.77% 3m (+100.00% win rate) avg returns on 7 previous sales. This appears to be a regularly scheduled yearly transaction. Selling the rip (stock was up 28.59% in the month before the sale). - link

  • Berardinelli Krantz Nancy L (Sr. VP & CLO) at GWW sold 280 shares at $1.08K for $301.06K. This is their 2nd largest sale (out of 2) and decreased their vested position to 3,369 shares (-7.67%). +4.04% 1m (+100.00% win rate) / +13.43% 3m (+100.00% win rate) avg returns on 2 previous sales. - link

  • MAHONEY TIMOTHY (Director) at AGFY sold 7,232 shares at $23.83 for $172.36K. This is their 1st largest sale (out of 2) and decreased their vested position to 0 shares (-100.00%). -7.69% 1m (0.00% win rate) / +34.08% 3m (+100.00% win rate) avg returns on 2 previous sales. Selling the rip (stock was up 29.98% in the week before the sale). - link

  • Holtzman Max (Director) at AGFY sold 7,096 shares at $23.05 for $163.57K. This is their 1st largest sale (out of 2) and decreased their vested position to 0 shares (-100.00%). -7.69% 1m (0.00% win rate) / +34.08% 3m (+100.00% win rate) avg returns on 2 previous sales. Selling the rip (stock was up 29.98% in the week before the sale). - link

  • Weber Robert Scott (General Counsel) at ATEN sold 5,000 shares at $17.37 for $86.85K. This is their 1st largest sale (out of 5) and decreased their vested position to 58,507 shares (-7.87%). -3.50% 1m (+50.00% win rate) / +24.12% 3m (+100.00% win rate) avg returns on 5 previous sales. This was part of a 10b5-1 plan. - link

  • Gleason Brian (CRO & President, Retail Media) at CRTO sold 2,486 shares at $25.81 for $64.16K. This is their 8th largest sale (out of 8) and decreased their vested position to 154,964 shares (-1.58%). +5.17% 1m (+60.00% win rate) / +13.42% 3m (+75.00% win rate) avg returns on 8 previous sales. - link

  • Witteveen Merel (Senior VP, Operations) at AI sold 805 shares at $23.56 for $18.97K. This is their 5th largest sale (out of 6) and decreased their vested position to 20,261 shares (-3.82%). +14.06% 1m (+100.00% win rate) / +33.59% 3m (+100.00% win rate) avg returns on 6 previous sales. - link

  • Goldsteen Mitchell B. (Director) at SHIM sold 8,790 shares at $1.78 for $15.62K. This is their 5th largest sale (out of 23) and decreased their vested position to 21,443,818 shares (-0.04%). -7.61% 1m (+42.86% win rate) / +29.21% 3m (+100.00% win rate) avg returns on 23 previous sales. This appears to be a regularly scheduled weekly transaction. - link

Click here for the Google Sheet with all of the today’s data.

Largest Insider Purchases

The largest individual insider purchases for today.

  • Opaleye Management Inc. (10% Owner) at CDXS purchased 2,325,000 shares at $2.36 for $5.49M. This is their 1st largest purchase (out of 110) and increased their vested position to 12,250,000 shares (+23.43%). +8.56% 1m (+50.96% win rate) / +30.84% 3m (+59.38% win rate) avg returns on 110 previous purchases. - link

  • Meister Keith A. (Director) at VSTS purchased 800,675 shares at $5.97 for $4.78M. This is their 13th largest purchase (out of 16) and increased their vested position to 18,820,130 shares (+4.44%). +3.65% 1m (+91.67% win rate) / +3.72% 3m (+83.33% win rate) avg returns on 16 previous purchases. - link

  • BARAKETT TIMOTHY R (Director) at KKR purchased 35,000 shares at $117.92 for $4.13M. This is their 1st largest purchase (out of 1) and increased their vested position to 186,166 shares (+23.15%). No returns available. - link

  • Joseph Victor George (President & COO) at MCY purchased 14,999 shares at $59.95 for $899.25K. This is their 1st largest purchase (out of 1) and increased their vested position to 15,033 shares (+44456.30%). No returns available. - link

  • Lynrock Lake LP (10% Owner) at ONTF purchased 92,922 shares at $5.5 for $511.02K. This is their 3rd largest purchase (out of 8) and increased their vested position to 8,070,656 shares (+1.16%). -10.95% 1m (0.00% win rate) avg returns on 8 previous purchases. No 3m returns available. - link

  • Nieri Michael P. (Executive Chairman) at UHG purchased 250,000 shares at $1.95 for $487.5K. This is their 3rd largest purchase (out of 3) and increased their vested position to 1,771,328 shares (+16.43%). -8.92% 1m (0.00% win rate) / -25.51% 3m (0.00% win rate) avg returns on 3 previous purchases. - link

  • Haley David C. (Director) at MUSA purchased 1,000 shares at $435.58 for $435.58K. This is their 1st largest purchase (out of 1) and increased their vested position to 1,000 shares (new). No returns available. - link

  • NORRIS DUSTIN DAVID (See Remarks) at NXDT purchased 95,600 shares at $3.59 for $343.18K. This is their 3rd largest purchase (out of 9) and increased their vested position to 773,178 shares (+14.11%). No returns available. - link

  • GOULD JEFFREY (PRESIDENT AND CEO) at BRT purchased 19,360 shares at $15.56 for $301.22K. This is their 10th largest purchase (out of 47) and increased their vested position to 4,543,702 shares (+0.43%). No returns available. - link

  • GOULD MATTHEW J (SENIOR VICE PRESIDENT) at BRT purchased 19,360 shares at $15.56 for $301.22K. This is their 10th largest purchase (out of 50) and increased their vested position to 4,534,601 shares (+0.43%). +4.17% 1m (+100.00% win rate) / +26.94% 3m (+100.00% win rate) avg returns on 50 previous purchases. - link

Click here for the Google Sheet with all of the today’s data.

Largest Insider Sales

The largest individual insider sales for today. Note: positive insider returns in this section mean the stock has fallen by that amount on average.

  • Carlyle Group Inc. (10% Owner) at SARO sold 24,475,138 shares at $27.3 for $668.17M. This is their 2nd largest sale (out of 91) and decreased their vested position to 156,345,162 shares (-13.54%). -1.04% 1m (+47.78% win rate) / +4.61% 3m (+67.42% win rate) avg returns on 91 previous sales. - link

  • Scarpelli Michael (Chief Financial Officer) at SNOW sold 400,000 shares at $205.36 for $82.14M. This is their 2nd largest sale (out of 27) and decreased their vested position to 2,474,966 shares (-13.91%). +3.28% 1m (+38.46% win rate) / +16.83% 3m (+36.00% win rate) avg returns on 27 previous sales. Selling the rip (stock was up 28.59% in the month before the sale). - link

  • BERKSHIRE HATHAWAY INC (10% Owner) at DVA sold 200,000 shares at $138.85 for $27.77M. This is their 29th largest sale (out of 31) and decreased their vested position to 33,796,541 shares (-0.59%). -2.05% 1m (+37.93% win rate) / -12.15% 3m (+6.90% win rate) avg returns on 31 previous sales. - link

  • Shikin Vasily (Chief Technology Officer) at APP sold 47,734 shares at $353.5 for $16.87M. This is their 5th largest sale (out of 28) and decreased their vested position to 3,570,542 shares (-1.32%). -3.52% 1m (+50.00% win rate) / -26.08% 3m (+42.86% win rate) avg returns on 28 previous sales. Selling the rip (stock was up 36.94% in the month before the sale). - link

  • Rankin Devina A (EVP & CFO) at WM sold 57,888 shares at $237.36 for $13.74M. This is their 1st largest sale (out of 23) and decreased their vested position to 95,738 shares (-37.68%). +0.72% 1m (+41.67% win rate) / -1.91% 3m (+27.27% win rate) avg returns on 23 previous sales. - link

  • GARRETT MARK (Director) at SNOW sold 67,000 shares at $198.98 for $13.33M. This is their 2nd largest sale (out of 17) and decreased their vested position to 628,438 shares (-9.63%). +6.70% 1m (+37.50% win rate) / +14.39% 3m (+43.75% win rate) avg returns on 17 previous sales. Selling the rip (stock was up 28.59% in the month before the sale). - link

  • Adarkar Prabir (PRESIDENT AND COO) at DASH sold 62,267 shares at $202.67 for $12.62M. This is their 5th largest sale (out of 47) and decreased their vested position to 1,221,104 shares (-4.85%). -1.71% 1m (+33.33% win rate) / -0.07% 3m (+34.15% win rate) avg returns on 47 previous sales. This appears to be a regularly scheduled monthly transaction. Selling the rip (stock was up 83.73% in the year before the sale). - link

  • Shikin Vasily (Chief Technology Officer) at APP sold 34,766 shares at $353.64 for $12.29M. This is their 9th largest sale (out of 27) and decreased their vested position to 567,228 shares (-5.78%). -3.52% 1m (+50.00% win rate) / -26.08% 3m (+42.86% win rate) avg returns on 27 previous sales. Selling the rip (stock was up 36.94% in the month before the sale). - link

  • Lu James Fu Bin (Director) at GRND sold 397,636 shares at $23.99 for $9.54M. This is their 7th largest sale (out of 19) and decreased their vested position to 27,695,521 shares (-1.42%). -7.60% 1m (0.00% win rate) / -8.75% 3m (+10.00% win rate) avg returns on 19 previous sales. This appears to be a regularly scheduled yearly transaction. Selling the rip (stock was up 30.03% in the three months before the sale). - link

  • KELLOGG W K FOUNDATION TRUST (10% Owner) at K sold 114,583 shares at $82.39 for $9.44M. This is their 32nd largest sale (out of 207) and decreased their vested position to 46,472,450 shares (-0.25%). -0.80% 1m (+41.09% win rate) / -2.39% 3m (+35.05% win rate) avg returns on 207 previous sales. This appears to be a regularly scheduled weekly transaction. - link

Click here for the Google Sheet with all of the today’s data.

Largest Holdings Increases

The largest individual insider purchases (in terms of how much the insider increased their vested holdings) for today.

  • Joseph Victor George (President & COO) at MCY purchased 14,999 shares at $59.95 for $899.25K. This is their 1st largest purchase (out of 1) and increased their vested position to 15,033 shares (+44456.30%). No returns available. - link

  • Faucett Neill B (Director) at SDHC purchased 7,000 shares at $17.36 for $121.5K. This is their 1st largest purchase (out of 1) and increased their vested position to 14,505 shares (+93.27%). No returns available. - link

  • Hoge Brett Widney (Director) at NWTG purchased 40,579 shares at $1.73 for $70.01K. This is their 2nd largest purchase (out of 14) and increased their vested position to 97,612 shares (+71.15%). -16.85% 1m (+25.00% win rate) / -47.25% 3m (0.00% win rate) avg returns on 14 previous purchases. - link

  • CAPLE STEVEN W (Director) at BUSE purchased 1,175 shares at $21.6 for $25.38K. This is their 1st largest purchase (out of 1) and increased their vested position to 4,509 shares (+35.24%). No returns available. - link

  • TEICH ANDREW C (Director) at ST purchased 9,925 shares at $25.19 for $250.01K. This is their 5th largest purchase (out of 6) and increased their vested position to 41,117 shares (+31.82%). +5.16% 1m (+75.00% win rate) / +4.72% 3m (+66.67% win rate) avg returns on 6 previous purchases. - link

  • Nieri Patrick Michael (10% Owner) at UHG purchased 114,481 shares at $1.98 for $226.68K. This is their 2nd largest purchase (out of 2) and increased their vested position to 475,962 shares (+31.67%). -6.34% 1m (0.00% win rate) / -21.83% 3m (0.00% win rate) avg returns on 2 previous purchases. - link

  • Lincks Maigan Nieri (10% Owner) at UHG purchased 114,481 shares at $1.98 for $226.68K. This is their 2nd largest purchase (out of 2) and increased their vested position to 475,963 shares (+31.67%). -6.34% 1m (0.00% win rate) / -21.83% 3m (0.00% win rate) avg returns on 2 previous purchases. - link

  • Opaleye Management Inc. (10% Owner) at CDXS purchased 2,325,000 shares at $2.36 for $5.49M. This is their 1st largest purchase (out of 110) and increased their vested position to 12,250,000 shares (+23.43%). +8.56% 1m (+50.96% win rate) / +30.84% 3m (+59.38% win rate) avg returns on 110 previous purchases. - link

  • BARAKETT TIMOTHY R (Director) at KKR purchased 35,000 shares at $117.92 for $4.13M. This is their 1st largest purchase (out of 1) and increased their vested position to 186,166 shares (+23.15%). No returns available. - link

  • BURROWS CLIFFORD (Director) at SG purchased 19,200 shares at $13.11 for $251.71K. This is their 1st largest purchase (out of 2) and increased their vested position to 125,765 shares (+18.02%). -17.97% 1m (0.00% win rate) / -39.00% 3m (0.00% win rate) avg returns on 2 previous purchases. - link

Click here for the Google Sheet with all of the today’s data.

Largest Holdings Decreases

The largest individual insider sales (in terms of how much the insider decreased their vested holdings) for today. Note: positive insider returns in this section mean the stock has fallen by that amount on average.

  • Harrison David Benjamin (President, Industries) at INTA sold 14,275 shares at $55.01 for $785.34K. This is their 9th largest sale (out of 12) and decreased their vested position to 0 shares (-100.00%). -10.56% 1m (+33.33% win rate) / -31.97% 3m (+44.44% win rate) avg returns on 12 previous sales. Selling the rip (stock was up 50.63% in the year before the sale). - link

  • Varier Krishnan (Director) at AGFY sold 7,936 shares at $25.55 for $202.77K. This is their 1st largest sale (out of 1) and decreased their vested position to 0 shares (-100.00%). No returns available. Selling the rip (stock was up 29.98% in the week before the sale). - link

  • MAHONEY TIMOTHY (Director) at AGFY sold 7,232 shares at $23.83 for $172.36K. This is their 1st largest sale (out of 2) and decreased their vested position to 0 shares (-100.00%). -7.69% 1m (0.00% win rate) / +34.08% 3m (+100.00% win rate) avg returns on 2 previous sales. Selling the rip (stock was up 29.98% in the week before the sale). - link

  • Holtzman Max (Director) at AGFY sold 7,096 shares at $23.05 for $163.57K. This is their 1st largest sale (out of 2) and decreased their vested position to 0 shares (-100.00%). -7.69% 1m (0.00% win rate) / +34.08% 3m (+100.00% win rate) avg returns on 2 previous sales. Selling the rip (stock was up 29.98% in the week before the sale). - link

  • Rakow Joseph (Group Vice President) at EXPO sold 1,573 shares at $77.72 for $122.25K. This is their 2nd largest sale (out of 3) and decreased their vested position to 0 shares (-100.00%). -4.38% 1m (+50.00% win rate) / -6.16% 3m (0.00% win rate) avg returns on 3 previous sales. - link

  • Wahlstrom Mats (Director) at CHRS sold 99,988 shares at $0.74 for $73.88K. This is their 3rd largest sale (out of 3) and decreased their vested position to 0 shares (-100.00%). +4.36% 1m (+50.00% win rate) / -6.81% 3m (+50.00% win rate) avg returns on 3 previous sales. - link

  • Lisowski Jason (VP, Controller & CAO) at FE sold 12,000 shares at $41.97 for $503.65K. This is their 1st largest sale (out of 1) and decreased their vested position to 1,174 shares (-91.08%). No returns available. - link

  • Karbowski Jeffrey William (Chief Accounting Officer) at NFLX sold 640 shares at $1.19K for $764.65K. This is their 1st largest sale (out of 10) and decreased their vested position to 146 shares (-81.42%). -2.07% 1m (+37.50% win rate) / -0.50% 3m (+33.33% win rate) avg returns on 10 previous sales. This was part of a 10b5-1 plan. This appears to be a regularly scheduled monthly transaction. Selling the rip (stock was up 86.22% in the year before the sale). - link

  • Clay Catherine R (EVP, GLOBAL DERIVATIVES) at CBOE sold 3,598 shares at $226.58 for $815.23K. This is their 1st largest sale (out of 6) and decreased their vested position to 2,183 shares (-62.24%). +0.61% 1m (+60.00% win rate) / -4.76% 3m (+20.00% win rate) avg returns on 6 previous sales. - link

  • Voigtlander Christian B. (Chief Operating Officer) at ICUI sold 9,930 shares at $129.75 for $1.29M. This is their 8th largest sale (out of 11) and decreased their vested position to 6,088 shares (-61.99%). -0.95% 1m (+66.67% win rate) / -0.78% 3m (+66.67% win rate) avg returns on 11 previous sales. This appears to be a regularly scheduled weekly transaction. - link

Click here for the Google Sheet with all of the today’s data.

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