Top insider trades (Wed, Jun 3)

Author

Connor Van Ooyen
June 03, 2026

Connor’s Commentary

We had another massive win for the CEO Watcher High Signal List yesterday, with Victoria’s Secret smashing earnings and rising 45%. (Note: they changed tickers yesterday, which is causing some issues for most stock data sites.)

They brought in new management to turn things around, management provided evidence that things were on track earlier this year, and then a couple of insiders made very high-scoring insider purchases (reversal + cluster buy + good track record) in April, which landed the stock on our High Signal List.

Here is the note we shared with CEO Watcher Premium subs when we marked it as High Signal on April 13th.

Today’s Largest Unscheduled Trades

There were 305 new insider trades filed.

No insider trades were flagged as High Signal, but I shared my notes on why I passed on Robinhood (HOOD), even though a VC fund (one of their early backers) just bought $20M of the stock (very unusual for VCs).

Our system gave 5 insider purchases high scores (I shared our system’s notes on those in the High Scoring Purchases - Quick Notes).

We also found 1 insider purchase from an insider who averages 20%+ 1y returns.

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

Today’s largest unscheduled insider trades:

  • Director (FRIBOURG PAUL J) at INTERNATIONAL FLAVORS & FRAGRANCES INC $IFF purchased $20.32M (2nd largest purchase, out of 61). This increased their listed holdings by 11%.

  • Chief Executive Officer at Aurinia Pharmaceuticals Inc. $AUPH purchased $12.46M (11th largest purchase, out of 108).

  • Chief Executive Officer at MINISO Group Holding Ltd $MNSO purchased $6.90M (first-ever purchase). 1 other insider also purchased the stock in the last 30 days.

  • Vice President at MINISO Group Holding Ltd $MNSO purchased $6.90M (first-ever purchase). 1 other insider also purchased the stock in the last 30 days.

  • Chief Executive Officer- Elect at RADIAN GROUP INC $RDN purchased $5.77M (largest purchase ever, out of 2).

  • Director (DeWalch D Mark) at Black Stone Minerals, L.P. $BSM purchased $985.35K (largest purchase ever, out of 8). 1 other insider also purchased the stock in the last 30 days.

  • Director (DOAK MICHAEL) at TWFG, Inc. $TWFG purchased $636.57K (2nd largest purchase, out of 4). This insider has purchased the stock 4 times in the last 30 days.

  • Director (Lynch Mark T) at Bank of N.T. Butterfield & Son Ltd $NTB purchased $564.94K (first-ever purchase).

  • CEO & President at MasterBrand, Inc. $MBC purchased $505.80K (largest purchase ever, out of 2).

  • Director (Huang James) at Connect Biopharma Holdings Ltd $CNTB purchased $371.61K (5th largest purchase, out of 16).

  • Director (CORCORAN E THOMAS) at PHIBRO ANIMAL HEALTH CORP $PAHC purchased $317.70K. This increased their listed holdings by 31%. Dip Buy: the stock was down -48% in the previous month.

  • Director (Pruett William Rodney) at dLocal Ltd $DLO purchased $237.00K (2nd largest purchase, out of 2). This increased their listed holdings by 22%.

  • Chief Executive Officer at SIMILARWEB LTD. $SMWB purchased $207.50K (largest purchase ever, out of 2). Rip Buy: the stock was up 38% in the previous month. 3 other insiders also purchased the stock in the last 30 days.

  • President - MSO at Alignment Healthcare, Inc. $ALHC purchased $197.63K (first-ever purchase). Dip Buy: the stock was down -32% in the previous month.

  • Chief Operations Officer at CAVA GROUP, INC. $CAVA purchased $194.75K (2nd largest purchase, out of 2). This increased their listed holdings by 24%. 1 other insider also purchased the stock in the last 30 days.

  • Director (SEIDMAN LAWRENCE B) at Bankwell Financial Group, Inc. $BWFG purchased $175.37K (27th largest purchase, out of 196). This insider has purchased the stock 3 times in the last 30 days.

  • Director (Piercey Lisa) at NATIONAL HEALTHCARE CORP $NHC purchased $174.86K (first-ever purchase). This increased their listed holdings by 12%.

  • Pres Corp Dev & Trans. & CFO at ADT Inc. $ADT purchased $101.25K (first-ever purchase). 4 other insiders also purchased the stock in the last 30 days.

  • Chief Executive Officer at TEAM INC $TISI purchased $100.00K (largest purchase ever, out of 2). This increased their listed holdings by 13%. 1 other insider also purchased the stock in the last 30 days.

  • Executive Vice President at NeoVolta Inc. $NEOV purchased $85.62K (2nd largest purchase, out of 2). Dip Buy: the stock was down -27% in the previous month. This insider has purchased the stock 2 times in the last 30 days.

  • EVP and CFO at Matador Resources Co $MTDR purchased $79.86K (2nd largest purchase, out of 8). 3 other insiders also purchased the stock in the last 30 days.

  • Director (Feld Peter A) at Qorvo, Inc. $QRVO sold $192.29M (3rd largest sale, out of 41). This decreased their listed holdings by -25%. 5 other insiders also sold the stock in the last 30 days.

  • Director (Cogen Jack D) at CoreWeave, Inc. $CRWV sold $29.00M (5th largest sale, out of 5). Rip Sell: the stock was up 52% in the previous 3 months. 10 other insiders also sold the stock in the last 30 days.

  • President, Commercial HVAC at MODINE MANUFACTURING CO $MOD sold $10.86M (largest sale ever, out of 4). This decreased their listed holdings by -56%. Rip Sell: the stock was up 79% in the previous 6 months. 1 other insider also sold the stock in the last 30 days.

  • Director (Jacobson Matthew) at Datadog, Inc. $DDOG sold $10.00M (12th largest sale, out of 26). Rip Sell: the stock was up 97% in the previous month. 7 other insiders also sold the stock in the last 30 days.

  • Director (FINCH LAWRENCE G) at EVERSPIN TECHNOLOGIES INC. $MRAM sold $8.52M. This decreased their listed holdings by -64%. Rip Sell: the stock was up 40% in the previous month. 5 other insiders also sold the stock in the last 30 days.

  • Director (SYLEBRA CAPITAL LLC) at IMPINJ INC $PI sold $8.35M (12th largest sale, out of 25). This insider has sold the stock 3 times in the last 30 days.

  • CEO of Arc'teryx Equipment at Amer Sports, Inc. $AS sold $7.66M (2nd largest sale, out of 3). This decreased their listed holdings by -30%. 1 other insider also sold the stock in the last 30 days.

  • CEO Microsoft Commercial at MICROSOFT CORP $MSFT sold $7.15M (6th largest sale, out of 10). This decreased their listed holdings by -12%. Rip Sell: the stock was up 11% in the previous month. 1 other insider also sold the stock in the last 30 days. Appears to be regularly scheduled yearly transaction.

  • Director (Denzel Nora) at ADVANCED MICRO DEVICES INC $AMD sold $5.45M (2nd largest sale, out of 4). This decreased their listed holdings by -10%. Rip Sell: the stock was up 41% in the previous month. Their last sale was 2128 days ago. 4 other insiders also sold the stock in the last 30 days.

  • Director (Woodward Peter H) at TSS, Inc. $TSSI sold $4.76M (largest sale ever, out of 4). Rip Sell: the stock was up 50% in the previous 3 months. 2 other insiders also sold the stock in the last 30 days.

  • EVP, Chief Technology Officer at Sandisk Corp $SNDK sold $3.51M (first-ever sale). Rip Sell: the stock was up 48% in the previous month. 2 other insiders also sold the stock in the last 30 days.

  • EVP & Chief HR Officer at VERIZON COMMUNICATIONS INC $VZ sold $3.50M (largest sale ever, out of 2). This decreased their listed holdings by -81%. Their last sale was 1022 days ago.

  • Vicepresident at Pampa Energy Inc. $PAM sold $3.00M (largest sale ever, out of 5). 1 other insider also sold the stock in the last 30 days.

  • President and CCO at Nutanix, Inc. $NTNX sold $2.67M (largest sale ever, out of 2). This decreased their listed holdings by -47%. Rip Sell: the stock was up 31% in the previous month. Their last sale was 1817 days ago.

  • EVP, CT & Ops Off, GM Foundry at INTEL CORP $INTC sold $2.49M (first-ever sale). Rip Sell: the stock was up 140% in the previous 3 months. 1 other insider also sold the stock in the last 30 days.

  • EVP, Global Str Mktg & GM, MSD at MKS INC $MKSI sold $1.89M (largest sale ever, out of 6). This decreased their listed holdings by -36%. Rip Sell: the stock was up 30% in the previous 3 months. 9 other insiders also sold the stock in the last 30 days.

  • Chief Legal & Sustain Officer at Capri Holdings Ltd $CPRI sold $1.71M (largest sale ever, out of 6). This decreased their listed holdings by -100%. Their last sale was 1740 days ago.

  • Executive Vice Pres & COO at EMERSON ELECTRIC CO $EMR sold $1.62M (largest sale ever, out of 2). Their last sale was 896 days ago.

  • and more…

The rest of this email is for premium subscribers only.

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