Top Purchases
The top purchases made by insiders yesterday. Remember, returns and win rates are calculated using the previous purchase trades by the insider.
Director at BrightView Holdings, Inc. ($BV)
The Director purchased 10,000 shares at $13.49/share ($135K total) which increased their vested holdings by 13.1%. The current price is $13.43 (-0.5%). Their median purchase size is $220K and this is their 3rd largest purchase out of 3 all time. (SEC Source)
Historic Returns
1m returns: 12% weighted | 12% median | 100% win rate (1/1)
3m returns: 18% weighted | 18% median | 100% win rate (1/1)
6m returns: 84% weighted | 84% median | 100% win rate (1/1)
1y returns: 116% weighted | 116% median | 100% win rate (1/1)
Chief Banking Officer at Third Coast Bancshares, Inc. ($TCBX)
The Chief Banking Officer purchased 800 shares at $35.63/share ($28,508.00 total) which increased their vested holdings by 1.7%. The current price is $35.51 (-0.4%). Their median purchase size is $31,380.00 and this is their 8th largest purchase out of 10 all time. (SEC Source)
Historic Returns
1m returns: 4% weighted | -0% median | 50% win rate (4/8)
3m returns: 24% weighted | 23% median | 88% win rate (7/8)
6m returns: 45% weighted | 26% median | 86% win rate (6/7)
1y returns: 47% weighted | 35% median | 100% win rate (4/4)
The 10% Owner at TruBridge, Inc. ($TBRG)
The 10% Owner purchased 124,858 shares at $28.17/share ($3.52M total) which increased their vested holdings by 5.3%. The current price is $28.26 (+0.3%). Their median purchase size is $970K and this is their 1st largest purchase out of 6 all time. (SEC Source)
Historic Returns
1m returns: 7% weighted | 12% median | 100% win rate (4/4)
3m returns: 24% weighted | 36% median | 100% win rate (4/4)
6m returns: 82% weighted | 82% median | 100% win rate (3/3)
1y returns: N/A
Director at BlackRock Science & Technology Trust ($BST)
The Director purchased 10,264 shares at $38.78/share ($398K total) which increased their vested holdings by 32.8%. The current price is $38.03 (-1.9%). Their median purchase size is $366K and this is their 6th largest purchase out of 13 all time. (SEC Source)
Historic Returns
1m returns: 5% weighted | 7% median | 64% win rate (7/11)
3m returns: 6% weighted | 3% median | 55% win rate (6/11)
6m returns: 13% weighted | 20% median | 91% win rate (10/11)
1y returns: 18% weighted | 72% median | 64% win rate (7/11)
Director at PG&E Corp ($PCG)
The Director purchased 6,389 shares at $15.66/share ($100K total) which increased their vested holdings by 9.6%. The current price is $15.99 (+2.1%). Their median purchase size is $100K and this is their 2nd largest purchase out of 2 all time. (SEC Source)
Historic Returns
1m returns: 9% weighted | 9% median | 100% win rate (1/1)
3m returns: 4% weighted | 4% median | 100% win rate (1/1)
6m returns: 8% weighted | 8% median | 100% win rate (1/1)
1y returns: 29% weighted | 29% median | 100% win rate (1/1)
Director at Burke & Herbert Financial Services Corp. ($BHRB)
The Director purchased 2,000 shares at $62.50/share ($125K total) which increased their vested holdings by 0.5%. The current price is $62.37 (-0.2%). Their median purchase size is $156K and this is their 10th largest purchase out of 13 all time. (SEC Source)
Historic Returns
1m returns: -1% weighted | -0% median | 40% win rate (4/10)
3m returns: 4% weighted | 2% median | 56% win rate (5/9)
6m returns: 14% weighted | 14% median | 78% win rate (7/9)
1y returns: 23% weighted | 31% median | 100% win rate (5/5)
Top Sales
The top sales made by insiders yesterday. Remember, returns and win rates are calculated using the previous sell trades by the insider. For sell transactions, “win rate” is the percent of profitable trades. If the “win rate” is low, that means the stock typically falls after the insider sells.
CHIEF LEGAL OFFICER at QuantumScape Corp ($QS)
The CHIEF LEGAL OFFICER sold 76,315 shares at $5.23/share ($399K total) which decreased their vested holdings by 7.0%. The current price is $5.18 (-1.0%). Their median sale size is $309K and this is their 11th largest sale out of 26 all time. (SEC Source)
Historic Returns
1m returns: -7% weighted | -8% median | 33% win rate (8/24)
3m returns: -27% weighted | -17% median | 17% win rate (4/23)
6m returns: -22% weighted | -19% median | 15% win rate (3/20)
1y returns: -58% weighted | -45% median | 0% win rate (0/15)
Note: 3 other insiders also sold the stock
VP-Chief Accounting Officer at MGIC INVESTMENT CORP ($MTG)
The VP-Chief Accounting Officer sold 4,600 shares at $24.55/share ($113K total) which decreased their vested holdings by 5.8%. The current price is $23.97 (-2.4%). Their median sale size is $79,012.10 and this is their 1st largest sale out of 3 all time. (SEC Source)
Historic Returns
1m returns: -13% weighted | -13% median | 50% win rate (1/2)
3m returns: -26% weighted | -26% median | 50% win rate (1/2)
6m returns: -43% weighted | -43% median | 0% win rate (0/2)
1y returns: -20% weighted | -20% median | 0% win rate (0/2)
SVP & CFO at Frontier Group Holdings, Inc. ($ULCC)
The SVP & CFO sold 158,803 shares at $8.77/share ($1.39M total) which decreased their vested holdings by 58.6%. The current price is $7.94 (-9.5%). Their median sale size is $1.23M and this is their 1st largest sale out of 3 all time. (SEC Source)
Historic Returns
1m returns: 2% weighted | 2% median | 100% win rate (2/2)
3m returns: -15% weighted | -15% median | 0% win rate (0/2)
6m returns: -28% weighted | -24% median | 0% win rate (0/2)
1y returns: -40% weighted | -42% median | 0% win rate (0/2)
Note: 1 other insiders also sold the stock
Director at Moelis & Co ($MC)
The Director sold 2,551 shares at $72.30/share ($184K total) which decreased their vested holdings by 26.9%. The current price is $71.27 (-1.4%). Their median sale size is $88,370.00 and this is their 1st largest sale out of 6 all time. (SEC Source)
Historic Returns
1m returns: -8% weighted | -2% median | 25% win rate (1/4)
3m returns: -20% weighted | -20% median | 0% win rate (0/4)
6m returns: -15% weighted | -3% median | 50% win rate (2/4)
1y returns: -34% weighted | -43% median | 0% win rate (0/3)
Note: 8 other insiders also sold the stock
Disclaimer: The content provided by InsiderEdge™ is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. The historical performance noted in this post is not is not indicative of future results. Investing involves risk, including the potential loss of principal. Use the platform at your own risk and consult a financial advisor before making any investment decisions. In partnership with Yellowbrick Investing Inc.
