Compass Diversified Holdings (CODI US, +1, 04-Apr-24) Ryan Faulkingham (CFO since 2013) purchased 4,250 shares on April 2nd at $23.46, spending $100,000 and increasing his holdings by 16% to 31,391 shares. Faulkingham has purchased shares on 8 prior occasions and has a great record, with an average six-month return of +20%. His last purchase was […]
Summit Therapeutic (SMMT US, +1, 28-Mar-24) Ankur Dhingra (CFO since 2022) purchased $375,000 of stock on the 26th of March at $3.75, increasing his stake by 39%. This is much his largest purchase or subscription and also much the highest price he has paid. His only previous clean purchase was for $44,000 of stock at $2.17 and it’s […]
Alphatec Holdings Inc (ATEC US, +1, 19-Mar-24) Evan Bakst (Non-Executive since 2018) purchased $203,000 of stock on the 14th of March at $13.53, increasing his stake by 1%. His previous two buys in the stock were $53,000 at $2.59 in March 2019 and $106,000 at $10.57 in November 2021 and it’s notable to see him now making his […]
CECO Environmental Corp (CECO US, +1, 11-Mar-24) Richard Wallman (Non-Executive since 2021) purchased $989,000 of stock on the 6th of March at $19.78, increasing his stake by 27%. He has an excellent record in the stock, qualifying as a Smart Insider, and making a series of purchases into rising prices. He first bought at $6.05 in December 2021 and […]
Gates Industrial Corp (GTES US, +1, 04-Mar-24) The CEO, CB, and two directors bought a total of $13.7m of stock during February. $12.9m of the purchases were bought as part of a placing of 24m shares by Blackstone at $12.20 on the 16th of February. Blackstone continues to hold 72m shares, 27% of the company, after […]
Goosehead Insurance Inc (GSHD US, +1, 28-Feb-24) Mark Miller (currently Chief Operating Officer, incoming Chief Executive Officer from July 2024, joined 2018) bought US$ 370,000 worth of stock on February 26th at $73.86, increasing his holding by 33%. His record as a buyer has been good and all his buys in this stock proved to be timely. We previously […]
GoPro Inc (GPRO US, -1, 21-Feb-24) Three officers sold in total US$ 378,000 worth of stock on February 16th at an average price of $2.40, all under 10b5-1 plans. Those plans were all set up or revised in 2023, at least six months ago. The most concerning is from Brian Mcgee (Chief Financial Officer since 2020, joined 2015) who […]
Everest Group Ltd (EG US, +N, 13-Feb-24) Four officers bought a total of $950,000 of stock on February 9th at an average price of $350 per share in their first purchases. Juan Andrade (Chief Executive Officer since 2020, joined 2019) bought $251,799 worth of stock, increasing his holding by 1%. Mark Kociancic (Chief Financial Officer since 2020) bought $349,000 worth […]
Bancorp Inc (TBBK US, +N, 06-Feb-24) Matthew Cohn (Director since 1999) purchased $525,000 worth of stock from Jan. 31-Feb. 2nd at prices ranging from $42.58-45.16. These purchases increase his holdings to 208,000 shares, worth $9 million. Cohn has been a steady buyer since this company went public in 2004 and his recent purchases are at the […]
Columbia Banking System Inc (COLB US, +N, 02-Feb-24) We ranked this stock +N on Jan, 31st based on a cluster of buys from six insiders, spending a total of $652,000 around $21 per share. Since that upgrade there have been four new buyers to the pattern, Christopher Merrywell (COO), Torran Nixon (SVP), Luis Machuca (Director), and Craig Eerkes (Chair since 2018, joined 2104), […]
