Top insider trades (Tue, Mar 17)

Connor’s Commentary

There were 232 new insider trades filed.

1 insider trades was 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.

• Director (FRIBOURG PAUL J) at INTERNATIONAL FLAVORS & FRAGRANCES INC $IFF purchased $10.97M (2nd largest purchase, out of 12). 1 other insider also purchased the stock in the last 30 days.

• Director (GENERAL ATLANTIC, L.P.) at ALKAMI TECHNOLOGY, INC. $ALKT purchased $9.16M (6th largest purchase, out of 17). 1 other insider also purchased the stock in the last 30 days.

• CEO & Chairperson of the Board at VAIL RESORTS INC $MTN purchased $4.94M (first-ever purchase). This increased their listed holdings by 15%. Reversal: they made 7 straight sales before this purchase. 1 other insider also purchased the stock in the last 30 days.

• Director (LEVY PAUL S) at Builders FirstSource, Inc. $BLDR purchased $4.39M (3rd largest purchase, out of 7). Dip Buy: the stock was down -28% in the previous month.

• Director (WHITMORE BRADFORD T) at ULTRALIFE CORP $ULBI purchased $1.20M (largest purchase ever, out of 52). 1 other insider also purchased the stock in the last 30 days.

• Chief Executive Officer at INTERNATIONAL FLAVORS & FRAGRANCES INC $IFF purchased $995.20K (4th largest purchase, out of 10). This increased their listed holdings by 16%. 1 other insider also purchased the stock in the last 30 days.

• Director (TISCH DANIEL R) at VORNADO REALTY TRUST $VNO purchased $766.50K (4th largest purchase, out of 29). This increased their listed holdings by 16%. This insider has purchased the stock 3 times in the last 30 days.

• Director (Bobbili Raja) at ContextLogic Holdings Inc. $LOGC purchased $585.06K (3rd largest purchase, out of 3). 1 other insider also purchased the stock in the last 30 days.

• President & CEO at MBX Biosciences, Inc. $MBX purchased $525.66K (2nd largest purchase, out of 4). Dip Buy: the stock was down -22% in the previous month.

• Director (Potter Leonard) at Versant Media Group, Inc. $VSNT purchased $510.48K (3rd largest purchase, out of 10). This increased their listed holdings by 567%. Rip Buy: the stock was up 36% in the previous month. 3 other insiders also purchased the stock in the last 30 days.

• President at SEMrush Holdings, Inc. $SEMR sold $4.81M (largest sale ever, out of 29). This decreased their listed holdings by -41%. Rip Sell: the stock was up 60% in the previous 6 months. Their last sale was 390 days ago. 3 other insiders also sold the stock in the last 30 days.

• CFO at AXT INC $AXTI sold $4.51M (2nd largest sale, out of 14). This decreased their listed holdings by -31%. Rip Sell: the stock was up 90% in the previous month. 3 other insiders also sold the stock in the last 30 days.

• Vice President at FEDERATED HERMES, INC. $FHI sold $4.07M (largest sale ever, out of 3). This decreased their listed holdings by -21%. Their last sale was 766 days ago. 4 other insiders also sold the stock in the last 30 days.

• Director (Rubenstein Gordon) at Accel Entertainment, Inc. $ACEL sold $2.01M (3rd largest sale, out of 20). This decreased their listed holdings by -72%. 3 other insiders also sold the stock in the last 30 days.

• CEO at AXT INC $AXTI sold $1.94M (3rd largest sale, out of 30). Rip Sell: the stock was up 90% in the previous month. 3 other insiders also sold the stock in the last 30 days. Appears to be regularly scheduled weekly transaction.

• EVP, CSO, and CCO at Chord Energy Corp $CHRD sold $1.88M (largest sale ever, out of 5). This decreased their listed holdings by -15%. Rip Sell: the stock was up 22% in the previous month. Their last sale was 758 days ago. 2 other insiders also sold the stock in the last 30 days.

• Executive Vice President at CONOCOPHILLIPS $COP sold $1.73M (4th largest sale, out of 9). This decreased their listed holdings by -51%. Rip Sell: the stock was up 29% in the previous 3 months. 5 other insiders also sold the stock in the last 30 days.

• VP, CFO & Treasurer at FEDERATED HERMES, INC. $FHI sold $1.71M (6th largest sale, out of 22). Their last sale was 1230 days ago. 4 other insiders also sold the stock in the last 30 days.

• EVP & CHRO at Kodiak Gas Services, Inc. $KGS sold $1.20M (first-ever sale). This decreased their listed holdings by -33%. Rip Sell: the stock was up 48% in the previous 3 months. 1 other insider also sold the stock in the last 30 days.

• Director (Tepper Jeffrey) at Permian Resources Corp $PR sold $968.75K (largest sale ever, out of 2). This decreased their listed holdings by -24%. Rip Sell: the stock was up 38% in the previous 3 months. 4 other insiders also sold the stock in the last 30 days.

• Chief Executive Officer at Climb Global Solutions, Inc. $CLMB sold $684.25K (3rd largest sale, out of 7). This decreased their listed holdings by -10%. Dip Sell: the stock was down -30% in the previous month. Appears to be regularly scheduled yearly transaction.

• Director (Davis Lisa Ann) at Phillips 66 $PSX sold $662.62K (largest sale ever, out of 3). This decreased their listed holdings by -30%. Rip Sell: the stock was up 12% in the previous month. 3 other insiders also sold the stock in the last 30 days.

• EVP, CFO and Treasurer at Chord Energy Corp $CHRD sold $608.75K (first-ever sale). This decreased their listed holdings by -14%. Rip Sell: the stock was up 22% in the previous month. 2 other insiders also sold the stock in the last 30 days.

• and more…

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