MillerKnoll Inc (+1, MLKN US, July 21st) From July 17-18th, three directors and the Chairman purchased a total of 25,000 shares, spending $420,000 at an average price of $17. We ranked this stock +1 on May 8th based on purchases of $1 million from Michael Volkema (Chair since 2000, former CEO). Volkema was very timely […]
Carmax Inc (KMX, -N, July 14th) Since June 28th, (AGM was on Jun 27, Q1 results Jun 23), seven key operating officers have made meaningful % sales. In most cases, these are the first sales from these executives since 2021 when the stock was at $130. Some of the sellers are exercising options, most not expiring till […]
Repay Holdings Corp (RPAY, -N, July 7th) Shaler Alias (President since 2008, Co-founded company in 2006) sold 1.95 million shares from 15th June – 6th July at an average price US$ 7.70, raising $14.8 million and reducing his overall holding by over 50%. Whilst he is selling via a trading plan adopted in March 2023, […]
Oneok Inc (OKE, +1, June 29th) Brian Derksen (Non-Executive since 2015) purchased $292,000 of stock on the 28th June at $59.59, increasing his stake by 36%. He has timed his buys well, most notable making his largest previous buy at $22.70 in March 2020 and it’s very notable that he is now making his largest buy and […]
Lear Corp (LEA, -N, June 22nd) Raymond Scott (CEO since 2018, joined 2000) sold 16,740 shares worth $2.4 million on the 16th June at $142.80, taking his declared shareholding down to zero. Based upon the proxy he also owns 52k vestable RSUs but with a lowest exercise price of USD$140.09 they have limited value, he also […]