Lennar Corp (LEN US, +N, 12-Apr-24) Amy Banse (Non-Executive since 2021) purchased $247,000 of stock on the 10th of April at $157, increasing her stake by 23%. Her only previous buys were a series of purchases during 2023 at prices between $108.71 – $126.42 which proved to be well-timed and it’s notable to see her now make her […]
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 […]