Top insider trades (week of Aug 16)

How CEO Watcher Works

Welcome to this week’s edition of CEO Watcher.

This is the only tool that tracks the returns of insiders so we know which insider trades are worth copying.

This week we tracked 1,162 insider trades and found:

• A bunch of insiders at $LLY buy the stock after it dipped after a poor drug trial readout

• John Paulson buys $312M of BHC

• 7 insiders at AMRZ buy $53M of the stock

• 2 directors at APP sell $240M of the stock (unscheduled)

• and more…

Have a great weekend and thanks for reading!

Connor

P.S. Make sure to follow @CEOStockWatcher on Twitter/X as I post more interesting insider trades there each day.

💰 Previous Winner

ONEW is up 33% in three months since we found the COO, who averaged 11% 3m returns, buying the dip with their largest purchase ever.

It opened at $12.89 and is up to $17.12 (+33%).

Get a free 30-day free trial of CEO Watcher Premium (no credit card required) at ceowatcher.com.

👀 Top Insider Trades this Week

🥇 Director at Primo Brands Corporation ($PRMB)

STEVEN P STANBROOK (Director) at Primo Brands Corporation ($PRMB) purchased 12,400 shares at $24.04/share ($298.1K total) which increased their vested holdings by +11.0%. The current price is $24.57 (+2.2%). Their median purchase size is $198.47K and this is their 1st largest purchase out of 2 all time. link

Historic Returns
1m returns: +3.2% weighted | 100% win rate (1/1)
3m returns: +27.6% weighted | 100% win rate (1/1)
6m returns: +74.0% weighted | 100% win rate (1/1)
1y returns: +123.1% weighted | 100% win rate (1/1)

Note: 1 other insider also purchased the stock (2 total purchases in last 30 days)

🥈 President, Chair, and CEO at Eli Lilly and Company ($LLY)

David A Ricks (President, Chair, and CEO) at Eli Lilly and Company ($LLY) purchased 1,632 shares at $644.77/share ($1.05M total) which increased their vested holdings by +0.2%. The current price is $701.23 (+8.7%). Their median purchase size is $487.32K and this is their 1st largest purchase out of 6 all time. link

Historic Returns
1m returns: +3.0% weighted | 80% win rate (4/5)
3m returns: +1.9% weighted | 60% win rate (3/5)
6m returns: +6.2% weighted | 60% win rate (3/5)
1y returns: +14.7% weighted | 100% win rate (4/4)

Note: This is the 5th insider purchase at this company in the last 30 days (and there were 3 other purchases on the same day)

🥉 [SELL] Chief Revenue Officer at MediaAlpha, Inc. ($MAX)

Keith Cramer (Chief Revenue Officer) at MediaAlpha, Inc. ($MAX) made a large, unusual sale. They just sold 29,669 shares at $10.04/share ($297.84K total) which decreased their vested holdings by -15.1%. The current price is $9.99 (-0.5%). Their median sale size is $355.52K and this is their 3rd largest sale out of 13 all time. link

Historic Returns
1m returns: +15.2% weighted | 100% win rate (8/8)
3m returns: +34.0% weighted | 100% win rate (8/8)
6m returns: +41.7% weighted | 100% win rate (8/8)
1y returns: +50.7% weighted | 100% win rate (8/8)

Get a free 30-day free trial of CEO Watcher Premium (no credit card required) at ceowatcher.com.

 📈 Largest Insider Buys (last week)

• Director at Bausch Health Companies Inc. (BHC) purchased 34,721,118 shares at $9.0 for $312.49M. This is their 1st largest purchase (out of 7) and increased their vested position to 70,755,869 shares (+96.35%). +2.20% 1m (+100.00% win rate) / +31.26% 3m (+100.00% win rate) avg returns on 7 previous purchases. This is the 2nd insider purchase at this company in the last 30 days. - link

• 10% Owner at Resideo Technologies, Inc. (REZI) purchased 1,246,123 shares at $28.25 for $35.21M. This is their 3rd largest purchase (out of 3) and increased their vested position to 11,478,543 shares (+12.18%). +1.26% 1m (+100.00% win rate) / +13.04% 3m (+100.00% win rate) avg returns on 3 previous purchases. This is the 2nd insider purchase at this company in the last 30 days. - link

• Chairman & CEO at Amrize AG (AMRZ) purchased 595,000 shares at $47.92 for $28.51M. This is their 1st largest purchase (out of 2) and increased their vested position to 1,900,000 shares (+45.59%). No returns available. This is the 7th insider purchase at this company in the last 30 days (and there were 4 other purchases on the same day). - link

• Director at Alkami Technology, Inc. (ALKT) purchased 1,396,162 shares at $21.4 for $24.53M. This is their 2nd largest purchase (out of 12) and increased their vested position to 22,920,710 shares (+6.49%). +19.09% 1m (+30.00% win rate) / +11.51% 3m (+30.00% win rate) avg returns on 12 previous purchases. Buying the dip (stock was down -21.84% in the month before the purchase). 1 other insider also purchased the stock (2 total purchases in last 30 days). - link

• Chairman & CEO at Amrize AG (AMRZ) purchased 500,000 shares at $46.56 for $23.28M. This is their 2nd largest purchase (out of 1) and increased their vested position to 1,305,000 shares (+62.11%). No returns available. This is the 7th insider purchase at this company in the last 30 days (and there were 4 other purchases on the same day). - link

• Director at Bausch Health Companies Inc. (BHC) purchased 3,243,049 shares at $6.56 for $21.27M. This is their 4th largest purchase (out of 6) and increased their vested position to 36,034,751 shares (+9.89%). +2.20% 1m (+100.00% win rate) / +31.26% 3m (+100.00% win rate) avg returns on 6 previous purchases. This is the 1st insider purchase at this company in the last 30 days. - link

• Executive Chairman at Shift4 Payments, Inc. (FOUR) purchased 196,426 shares at $82.81 for $16.27M. This is their 1st largest purchase (out of 9) and increased their vested position to 939,715 shares (+26.43%). +6.15% 1m (+100.00% win rate) / -0.92% 3m (+57.14% win rate) avg returns on 9 previous purchases. This is the 1st insider purchase at this company in the last 30 days. - link

• 10% Owner at ASA Gold and Precious Metals Limited (ASA) purchased 356,005 shares at $35.39 for $12.6M. This is their 2nd largest purchase (out of 1167) and increased their vested position to 4,042,551 shares (+9.66%). +0.18% 1m (+70.22% win rate) / +1.91% 3m (+74.80% win rate) avg returns on 1167 previous purchases. This is the 3rd insider purchase at this company in the last 30 days. - link

• 10% Owner at ASA Gold and Precious Metals Limited (ASA) purchased 327,900 shares at $35.0 for $11.48M. This is their 3rd largest purchase (out of 1166) and increased their vested position to 3,686,546 shares (+9.76%). +0.18% 1m (+70.22% win rate) / +1.91% 3m (+74.80% win rate) avg returns on 1166 previous purchases. This is the 2nd insider purchase at this company in the last 30 days. - link

• Director at Rapid7, Inc. (RPD) purchased 772,194 shares at $20.79 for $8.6M. This is their 5th largest purchase (out of 10) and increased their vested position to 12,623,752 shares (+6.52%). -2.78% 1m (+25.00% win rate) / -8.01% 3m (+28.57% win rate) avg returns on 10 previous purchases. 1 other insider also purchased the stock (2 total purchases in last 30 days). - link

📉 Largest Insider Sells (last week)

• 10% Owner at Centuri Holdings, Inc. (CTRI) sold 18,823,500 shares at $19.5 for $367.06M. This is their 1st largest sale (out of 4) and decreased their vested position to 27,362,210 shares (-40.76%). No returns available. This is the 1st insider sale at this company in the last 30 days. - link

• Director at CCC Intelligent Solutions Holdings Inc. (CCCS) sold 30,000,000 shares at $9.87 for $296.14M. This is their 30th largest sale (out of 85) and decreased their vested position to 37,342,526 shares (-44.55%). -4.79% 1m (+25.00% win rate) / -7.87% 3m (+25.61% win rate) avg returns on 85 previous sales. This is the 2nd insider sale at this company in the last 30 days. - link

• CEO and Chairperson at Arista Networks Inc (ANET) sold 1,785,165 shares at $136.22 for $243.18M. This is their 1st largest sale (out of 131) and decreased their vested position to 32,365,176 shares (-5.23%). -1.58% 1m (+41.60% win rate) / -3.83% 3m (+27.87% win rate) avg returns on 131 previous sales. Is part of a 10b5-1 plan. This appears to be a regularly scheduled weekly transaction. Selling the rip (stock was up 34.62% in the month before the sale). This is the 9th insider sale at this company in the last 30 days. - link

• Director at AppLovin Corporation (APP) sold 367,009 shares at $456.43 for $167.51M. This is their 2nd largest sale (out of 13) and decreased their vested position to 1,512,588 shares (-19.53%). +3.60% 1m (+75.00% win rate) / -11.12% 3m (+55.56% win rate) avg returns on 13 previous sales. Selling the rip (stock was up 21.76% in the month before the sale). 2 other insiders also sold the stock (3 total sales in last 30 days). - link

• 10% Owner at Tecnoglass Inc. (TGLS) sold 1,495,898 shares at $79.03 for $118.22M. This is their 2nd largest sale (out of 4) and decreased their vested position to 20,210,090 shares (-6.89%). -8.15% 1m (+33.33% win rate) / +5.42% 3m (+100.00% win rate) avg returns on 4 previous sales. This is the 1st insider sale at this company in the last 30 days. - link

• 10% Owner at Solaris Energy Infrastructure, Inc. (SEI) sold 4,000,000 shares at $29.5 for $118.0M. This is their 1st largest sale (out of 1) and decreased their vested position to 8,229,566 shares (-32.71%). No returns available. Selling the rip (stock was up 33.40% in the three months before the sale). This is the 2nd insider sale at this company in the last 30 days. - link

• 10% Owner at V2X, Inc. (VVX) sold 2,000,000 shares at $50.0 for $100.0M. This is their 2nd largest sale (out of 5) and decreased their vested position to 10,075,421 shares (-16.56%). -1.80% 1m (+50.00% win rate) / +1.70% 3m (+33.33% win rate) avg returns on 5 previous sales. Selling the rip (stock was up 23.99% in the month before the sale). This is the 1st insider sale at this company in the last 30 days. - link

• 10% Owner at First Watch Restaurant Group, Inc. (FWRG) sold 5,000,000 shares at $17.7 for $88.5M. This is their 61st largest sale (out of 86) and decreased their vested position to 9,689,784 shares (-34.04%). -4.79% 1m (+25.00% win rate) / -7.87% 3m (+25.61% win rate) avg returns on 86 previous sales. This is the 1st insider sale at this company in the last 30 days. - link

• 10% Owner at Hagerty, Inc. (HGTY) sold 8,245,000 shares at $8.92 for $73.54M. This is their 1st largest sale (out of 1) and decreased their vested position to 167,788,906 shares (-4.68%). No returns available. This is the 5th insider sale at this company in the last 30 days. - link

• 10% Owner at Garrett Motion Inc. (GTX) sold 5,100,000 shares at $12.17 for $62.07M. This is their 1st largest sale (out of 2) and decreased their vested position to 25,046,809 shares (-16.92%). +0.16% 1m (+100.00% win rate) avg returns on 2 previous sales. No 3m returns available. Selling the rip (stock was up 57.03% in the year before the sale). This is the 5th insider sale at this company in the last 30 days. - link

Get the insider trades as soon as they happen

By upgrading to CEO Watcher Premium, you get the top insider trades as soon as they happen and full access to the ceowatcher.com website (including the custom feeds of highest-signal insider trades).

Each morning you get an email with the top insider buys/sells (ranked by the proprietary CEO Watcher ranking system), largest insider buys/sells, largest holdings increases/decreases, and the companies with the most insider buying/selling sent before the market opens each morning.