Valvoline Inc (+1, VVV US, August 30th) Mary Meixelsperger (CFO since 2016) purchased $201,000 worth of stock on August 28th at $33.55, increasing her holdings by 5% to 116,219 shares. This is her third purchase and her largest along with the highest price she has paid. She spent $55,000 on the IPO at $22 in […]
Energy Transfer Lp (+1, ET US, August 22nd) Kelcy Warren (Executive Chair, co-founder in 1996) continues to add aggressively to his holdings. On August 21st he spent $39 million at $12.96 per share, inching his holdings higher to an estimated 296.8m shares (10% of company). We have had this stock ranked +1 since April 2022 based on purchases […]
Option Care Health Inc (+1, OPCH US, August 16th) Harry Jansen Kraemer (Chairman since 2019) purchased 55,000 shares on May 11th at $34.63, spending US$ 1.9 million and increasing his holding by 31%. It’s interesting to see him buying now, paying a 60% higher price in comparison to his buy in August 2021 at $21, […]
Enterprise Products Partners LP (+1, EPD US, August 8th) William Montgomery (Non-Executive Director since 2015) purchased 50,000 shares on August 4th at US$ 26.60, spending US$1.3 million. This is only his first purchase since 2016, and only his 3rd ever in these shares. It is also his largest purchase, increases his holdings by 77%, and the highest […]
Allegion Plc (+1, ALLE US, July 31st) John Stone (President & CEO since July 2022) purchased 17,500 shares on July 27th at $116.62, spending $2 million and increasing his holdings by +23% to 94,248 shares. Stone joined the company a year ago from Deere and made his first purchase in October 2022, spending $1.3 million […]
Since we did not rank any new stocks this past week, we are using Calavo Growers (CVGW +1 July 17th) as our stock of the week, a name we upgraded 11 days ago Calavo Growers Inc (+1, CVGW US, July 17th) Lecil Cole (CEO since 2023, Chairman and CEO between 1999-2020, Non-Executive 2020-2021) purchased $2.3 […]
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 […]