Gates Industrial Corp (GTES US, +1, 12-Mar-25) Fredrik Eliasson (Director since 2022) purchased $1.17 million worth of stock on March 7th at $19.56, increasing his holding by 47%. It’s encouraging to see him buying now in size, this is the largest of his 3 purchases in stock and larger than two his prior purchases combined. Moreover, this […]
Ares Capital Corp (ARCC US, +1, 08-Mar-25) James Miller (Co-President since 2024, joined 2006) purchased $933,000 of stock on the 3rd of March at $23.32. He did not appear to have previously owned shares. Likely partly motivated by his recent promotion, this is still a notable large purchase into strength from an insider who should know the business well. […]
CompoSecure Inc (CMPO US, +1, 24-Feb-25) David Cote (Chair since Aug 2024) made two large purchases in February, spending a total of $13.8 million at an average price of $15.74. Cote took a control position in the company in September 2024, spending $372 million at $7.55 and eliminating the dual-class structure as part of that transaction. Six months after […]
Wynn Resorts Ltd (WYNN US, +1, 19-Feb-25) Philip Satre (Chair since November 2018, joined as Vice Chair in August of the same year) purchased $2 million worth of stock on February 18th at $92.18, increasing his holding by 67%. This is only his 2nd purchase and his first purchase since November 2018, when he bought […]
MDU Resources Group Inc (MDU US, +1, 11-Feb-25) Dennis Johnson (Chair since 2019, joined in 2001) purchased $499,000 of stock on the 10th of February at $16.64, increasing his stake by 20%. This is just his fifth purchase and larger than his prior four buys, combined. His most recent purchase was for $94,000 of stock in May […]
Ally Financial Inc (ALLY US, +1, 28-Jan-25) Russell Hutchinson (CFO since 2023) purchased $753,000 of stock on the 24th of January at $39.45, increasing his stake by 10%. This is Hutchinson’s first purchase since joining 18 months ago. It follows reasonable share price performance and is in a good absolute size. He already met the ownership […]
UnitedHealth Group (UNH US, +1, 23-Jan-25) Timothy Flynn (Director since 2017) purchased $511,575 worth of stock on January 17th at $511.58, increasing his holding by 10%. This is his first purchase since February 2021, when he bought $499,000 at $332.68, which we ranked +1. That signal worked well. He has been a rare buyer with an […]
Lamb Weston Holdings Inc (LW US, +N, 15-Jan-25) Robert Niblock (Director since 2020) purchased $183,000 worth of stock on January 13th at $60.94. The purchase increases his holdings by 13% and is notable based on his record. He has made three prior purchases, all at slightly lower prices, and all of these past purchases were followed […]
Dollar General Corp (DG US, -1, 06-Jan-25) We downgraded this stock on September 20th, ranking the stock -N based primarily on a sale from Steven Deckard (EVP of Store Operations, joined 2006) at $87, which reduced his holdings by -41% to just 2,887 shares. That sale was concerning as it followed a sharp decline in the stock […]
Progyny Inc (PGNY US, +1, 27-Dec-24) David Schlanger (Exec Chair since 2022, joined 2017) purchased $2 million worth of stock on December 26th at $14.68, nearly tripling his holding. A few days earlier, on December 23rd, Peter Anevski (CEO since 2022, joined in 2017) purchased $3 million worth of stock at $14.48, nearly doubling his holding. For both, these are their […]