Walgreens Boots Alliance Inc (WBA US, -N, 19-Jan-24) Nancy Schlicting (Director since 2006) sold 15,209 shares on January 16th at $23.05, reducing her stock holdings to zero. In addition, she does own 71,251 DSUs so still has meaningful ownership. Her last sale was of a similar size in November 2022 at $40, which proved timely and was the reason […]
Caseys General Stores Inc (CASY US, +N, 08-Jan-24) Michael Spanos (Non-Executive since 2022) purchased $200,000 of stock on the 3rd of January at $275.43, increasing his holding by 68%. This is his second purchase since joining, his first was for $100,000 at $220.45 in September 2022 and it’s notable to see him buying in twice the size […]
Lovesac Co (LOVE US, +1, 02-Jan-24) Andrew Heyer (Chair since 2017) purchased $237,000 of stock on the 27th of December at $26, increasing his stake by 3%. Whilst a modest purchase relative to his holding and historical sales, he has been a rare buyer with an excellent record with well-timed purchases at $14.29 in Dec 2019 and $12.81 […]
AMC Networks Inc (-1, AMCX US, December 26th) Matthew Blank (Director since 2022; Interim CEO from Sept. 2021 to Sept. 2022) sold 50,000 shares on December 22nd, reducing his stock holdings to zero. While he still likely has some options and RSU holdings, they appear modest. Blank was interim CEO for a year and likely […]