Vistra Corp – (VST, +1, June 21st) Brian Ferraioli (Non Executive since 2017) purchased $181,000 of stock on the 17th June at $22.50, increasing his holding by 12%. His record in the stock is good, most notably a series of buys he made during 2020-21 at relatively depressed prices, most recently buying stock at $15.89 […]
Avis Budget Group Inc – (CAR, +1, June 15th) Bernardo Hees (Executive Chairman since 2020) has now spent $15 million purchasing shares over the past month. We upgraded the stock to +N on May 23rd after his first $5 million purchase at $189. He subsequently made two additional $5 million purchases, on May 24th at […]
Nextera Energy Inc – (NEE, +1, June 6th) Eric Silagy (Chairman, President and Chief Executive Officer, Florida Power & Light Company since 2012) purchased 13,128 shares on June 2nd at $76.45, spending $1 million and increasing his holdings by 6% to 250,000 shares. Silagy has been CEO of FPL for over 10 years and this […]
Agilon Health Inc – (AGL, -1, May 31st) Michael Smith (Director since 2017; Co-founder Cardinal Equity Fund, former CFO Anthem) sold 145,874 shares on May 25th at $19.53, cutting his holdings in half to 163,118 shares. This is Smtih’s first sale in the shares, and it is concerning to see him abruptly sell half his […]
