Top insider trades (week of May 24)

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 1,087 insider trades and found:

• BLSK was up nearly 40% in less than a weak after we found an insider with 40% 1m returns selling the stock

• CEO at ABR with 14% 1m returns bought $1.96M of the stock

• 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

BSLK was highlighted as a “Top Sale” in Monday’s CEO Watcher Premium email after we found this insider with 40% 1m returns selling the stock. Unsurprisingly, they were right again and the stock is already down almost 40%.

It opened at $5.52 on Monday and is down to $3.45 (-38%).

Upgrade to CEO Watcher Premium (20% off with this link) to get all of the top insider trades as soon as they happen instead of just receiving a few on the weekend.

👀 Top Insider Trades this Week

🥇COB, CEO and President at Arbor Realty Trust, Inc. ($ABR)

IVAN KAUFMAN (COB, CEO and President) at Arbor Realty Trust, Inc. ($ABR) purchased 210,000 shares at $9.25/share ($1.94M total) which increased their vested holdings by +4.9%. The current price is $9.46 (2.3%). Their median purchase size is $659.54K and this is their 1st largest purchase out of 8 all time. link

Historic Returns
1m returns: +14.8% weighted | 83% win rate (5/6)
3m returns: +10.6% weighted | 83% win rate (5/6)
6m returns: +13.9% weighted | 100% win rate (6/6)
1y returns: +32.2% weighted | 100% win rate (6/6)

Note: The stock is up 6% since we shared it in yesterday’s CEO Watcher Premium email

🥈 Director at Kingstone Companies, Inc. ($KINS)

Thomas Newgarden (Director) at Kingstone Companies, Inc. ($KINS) purchased 11,000 shares at $16.11/share ($177.25K total) which increased their vested holdings by +39.0%. The current price is $16.88 (4.7%). Their median purchase size is $185.89K and this is their 2nd largest purchase out of 2 all time. link

Historic Returns
1m returns: +22.1% weighted | 100% win rate (1/1)
3m returns: +14.0% weighted | 100% win rate (1/1)
6m returns: +10.1% weighted | 100% win rate (1/1)
1y returns: N/A

Note: The stock is up 8% since we shared it in yesterday’s CEO Watcher Premium email

🥉 [SALE] Chief Executive Officer at Savers Value Village, Inc. ($SVV)

Mark T. Walsh (Chief Executive Officer) at Savers Value Village, Inc. ($SVV) sold 40,000 shares at $8.86/share ($354.28K total) which decreased their vested holdings by -1.9%. The current price is $9.84 (+11%). Their median sale size is $290.46K and this is their 2nd largest sale out of 7 all time. link

Historic Returns
1m returns: +3.4% weighted | 67% win rate (4/6)
3m returns: +26.1% weighted | 100% win rate (6/6)
6m returns: +23.6% weighted | 100% win rate (5/5)
1y returns: +32.2% weighted | 100% win rate (5/5)

Note: 2 other insiders also sold the stock

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 📈 Largest Insider Buys (last week)

• GARDEN EDWARD P (Director) at MIDD purchased 137,000 shares at $148.03 for $20.28M. This is their 6th largest purchase (out of 7) and increased their vested position to 3,276,834 shares (+4.36%). -2.43% 1m (+25.00% win rate) / -14.31% 3m (+25.00% win rate) avg returns on 7 previous purchases. - link

• SEDAGHAT SHAWN (Director) at TRS purchased 359,357 shares at $25.48 for $9.16M. This is their 2nd largest purchase (out of 4) and increased their vested position to 5,575,456 shares (+6.89%). -6.21% 1m (0.00% win rate) avg returns on 4 previous purchases. No 3m returns available. - link

• GARDEN EDWARD P (Director) at MIDD purchased 51,571 shares at $148.63 for $7.67M. This is their 7th largest purchase (out of 6) and increased their vested position to 3,139,834 shares (+1.67%). -2.43% 1m (+25.00% win rate) / -14.31% 3m (+25.00% win rate) avg returns on 6 previous purchases. - link

• King Luther Jr (Director) at TXO purchased 500,000 shares at $15.0 for $7.5M. This is their 1st largest purchase (out of 2) and increased their vested position to 3,801,974 shares (+15.14%). -0.05% 1m (0.00% win rate) / -0.09% 3m (0.00% win rate) avg returns on 2 previous purchases. - link

• GOYAL ARJUN (Director) at CNTA purchased 462,585 shares at $12.68 for $5.87M. This is their 2nd largest purchase (out of 2) and increased their vested position to 462,585 shares (new). -6.90% 1m (0.00% win rate) / -4.16% 3m (0.00% win rate) avg returns on 2 previous purchases. - link

• Nicholson Kenneth J. (CEO and President) at FIP purchased 500,000 shares at $5.22 for $2.61M. This is their 1st largest purchase (out of 3) and increased their vested position to 1,088,582 shares (+84.95%). +14.16% 1m (+100.00% win rate) / +9.83% 3m (+50.00% win rate) avg returns on 3 previous purchases. - link

• ACORN BIOVENTURES, L.P. (10% Owner) at OKUR purchased 1,400,000 shares at $1.85 for $2.59M. This is their 1st largest purchase (out of 1) and increased their vested position to 2,839,674 shares (+97.24%). No returns available. - link

• KAUFMAN IVAN (COB, CEO and President) at ABR purchased 210,000 shares at $9.25 for $1.94M. This is their 1st largest purchase (out of 8) and increased their vested position to 4,525,686 shares (+4.87%). +14.77% 1m (+83.33% win rate) / +10.60% 3m (+83.33% win rate) avg returns on 8 previous purchases. - link

• Lynx1 Capital Management LP (10% Owner) at TCRX purchased 2,588,794 shares at $1.2 for $1.67M. This is their 3rd largest purchase (out of 9) and increased their vested position to 14,692,282 shares (+21.39%). -4.10% 1m (0.00% win rate) / -9.71% 3m (0.00% win rate) avg returns on 9 previous purchases. - link

• SCHULER JACK W (Director) at BDSX purchased 4,723,239 shares at $0.28 for $1.32M. This is their 19th largest purchase (out of 107) and increased their vested position to 35,918,174 shares (+15.14%). +7.97% 1m (+38.55% win rate) / -4.00% 3m (+40.96% win rate) avg returns on 107 previous purchases. - link

📉 Largest Insider Sells (last week)

• Walton Family Holdings Trust (10% Owner) at WMT sold 7,563,945 shares at $97.95 for $740.91M. This is their 1st largest sale (out of 6) and decreased their vested position to 574,366,513 shares (-1.30%). -0.45% 1m (+60.00% win rate) / +2.01% 3m (+100.00% win rate) avg returns on 6 previous sales. Selling the rip (stock was up 53.95% in the year before the sale). - link

• Abrams David C (Director) at LOAR sold 4,673,986 shares at $80.91 for $378.16M. This is their 1st largest sale (out of 2) and decreased their vested position to 32,753,931 shares (-12.49%). -0.10% 1m (0.00% win rate) / +2.81% 3m (+100.00% win rate) avg returns on 2 previous sales. Selling the rip (stock was up 64.84% in the year before the sale). - link

• Bialecki Andrew (Chief Executive Officer) at KVYO sold 10,969,078 shares at $32.9 for $360.83M. This is their 1st largest sale (out of 1) and decreased their vested position to 87,896,336 shares (-11.09%). No returns available. Selling the rip (stock was up 37.27% in the month before the sale). - link

• ADVENT INTERNATIONAL, L.P. (Director) at CCCS sold 30,000,000 shares at $9.08 for $272.4M. This is their 31st largest sale (out of 83) and decreased their vested position to 67,342,526 shares (-30.82%). -4.83% 1m (+25.61% win rate) / -8.24% 3m (+24.69% win rate) avg returns on 83 previous sales. This appears to be a regularly scheduled yearly transaction. - link

• GENERAL ATLANTIC, L.P. (Director) at ALHC sold 17,000,000 shares at $15.28 for $259.76M. This is their 3rd largest sale (out of 27) and decreased their vested position to 44,302,175 shares (-27.73%). +3.65% 1m (+42.31% win rate) / +10.24% 3m (+69.23% win rate) avg returns on 27 previous sales. Selling the rip (stock was up 105.77% in the year before the sale). - link

• CANADA PENSION PLAN INVESTMENT BOARD (10% Owner) at WAY sold 4,728,061 shares at $37.39 for $176.8M. This is their 7th largest sale (out of 9) and decreased their vested position to 24,964,225 shares (-15.92%). +4.03% 1m (+71.43% win rate) / +2.17% 3m (+66.67% win rate) avg returns on 9 previous sales. - link

• Blackstone Alternative Credit Advisors LP (10% Owner) at LOAR sold 1,792,557 shares at $80.91 for $145.03M. This is their 1st largest sale (out of 3) and decreased their vested position to 10,980,450 shares (-14.03%). -7.23% 1m (0.00% win rate) / +0.50% 3m (+50.00% win rate) avg returns on 3 previous sales. Selling the rip (stock was up 61.01% in the year before the sale). - link

• ARES MANAGEMENT LLC (10% Owner) at SVV sold 14,960,000 shares at $8.86 for $132.5M. This is their 9th largest sale (out of 132) and decreased their vested position to 119,699,188 shares (-11.11%). -0.64% 1m (+60.63% win rate) / -0.27% 3m (+13.39% win rate) avg returns on 132 previous sales. - link

• SUMMIT PARTNERS L P (10% Owner) at KVYO sold 4,000,000 shares at $33.0 for $132.0M. This is their 2nd largest sale (out of 26) and decreased their vested position to 38,827,778 shares (-9.34%). +2.03% 1m (+34.78% win rate) / +0.46% 3m (+27.27% win rate) avg returns on 26 previous sales. Selling the rip (stock was up 32.59% in the month before the sale). - link

• BAIN CAPITAL INVESTORS LLC (10% Owner) at WAY sold 3,464,090 shares at $37.39 for $129.52M. This is their 6th largest sale (out of 10) and decreased their vested position to 18,055,049 shares (-16.10%). -0.42% 1m (+37.50% win rate) / -0.10% 3m (+37.50% win rate) avg returns on 10 previous sales. - link

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