Top Purchases
The top purchases made by insiders yesterday. Remember, returns and win rates are calculated using the previous purchase trades by the insider.
Co-Founder at MDB Capital Holdings, LLC ($MDBH)
The Co-Founder at MDB Capital Holdings, LLC ($MDBH) purchased 2,575 shares at $3.79/share ($9.77K total) which increased their vested holdings by 1.9%. The current price is $3.80 (+0.2%). Their median purchase size is $40.66K and this is their 9th largest purchase out of 12 all time. (SEC Source)
Historic Returns
1m returns: +16.1% weighted | 82% win rate (9/11)
3m returns: +62.1% weighted | 100% win rate (9/9)
6m returns: +62.9% weighted | 100% win rate (9/9)
1y returns: +220.7% weighted | 100% win rate (9/9)
Buying the dip (stock was down -43.61% in the three months before the purchase)
Top Sales
The top sales made by insiders yesterday. Remember, returns and win rates are calculated using the previous sell trades by the insider. For sell transactions, “win rate” is the percent of profitable trades. If the “win rate” is low, that means the stock typically falls after the insider sells.
Head of Strategy at StepStone Group Inc. ($STEP)
The Head of Strategy at StepStone Group Inc. ($STEP) sold 251,118 shares at $59.92/share ($15.05M total) which decreased their vested holdings by 6.6%. The current price is $57.85 (-3.4%). Their median sale size is $9.78M and this is their 2nd largest sale out of 6 all time. (SEC Source)
Historic Returns
1m returns: +6.1% weighted | 60% win rate (3/5)
3m returns: +22.6% weighted | 100% win rate (5/5)
6m returns: +39.8% weighted | 100% win rate (4/4)
1y returns: +30.8% weighted | 100% win rate (4/4)
EVP & Chief Financial Officer at Entergy Corporation ($ETR)
The EVP & Chief Financial Officer at Entergy Corporation ($ETR) sold 27,890 shares at $81.95/share ($2.29M total) which decreased their vested holdings by 36.0%. The current price is $83.28 (+1.6%). Their median sale size is $897.79K and this is their 1st largest sale out of 4 all time. (SEC Source)
Historic Returns
1m returns: +33.7% weighted | 100% win rate (1/1)
3m returns: +22.0% weighted | 100% win rate (1/1)
6m returns: +22.3% weighted | 100% win rate (1/1)
1y returns: +28.4% weighted | 100% win rate (1/1)
Selling the rip (stock was up 59.60% in the year before the sale)
Director at Navitas Semiconductor Corporation ($NVTS)
The Director at Navitas Semiconductor Corporation ($NVTS) sold 162,009 shares at $4.66/share ($754.49K total) which decreased their vested holdings by 28.8%. The current price is $5.10 (+9.5%). Their median sale size is $259.24K and this is their 1st largest sale out of 8 all time. (SEC Source)
Historic Returns
1m returns: +5.0% weighted | 60% win rate (3/5)
3m returns: +15.6% weighted | 80% win rate (4/5)
6m returns: +18.2% weighted | 67% win rate (2/3)
1y returns: +38.3% weighted | 100% win rate (2/2)
Selling the rip (stock was up 164.25% in the month before the sale)
1 other insider also sold the stock
See Remarks at Performance Food Group Company ($PFGC)
The See Remarks at Performance Food Group Company ($PFGC) sold 8,200 shares at $89.72/share ($735.67K total) which decreased their vested holdings by 14.9%. The current price is $89.56 (-0.2%). Their median sale size is $368.2K and this is their 1st largest sale out of 3 all time. (SEC Source)
Historic Returns
1m returns: -4.7% weighted | 0% win rate (0/2)
3m returns: +48.3% weighted | 100% win rate (2/2)
6m returns: +60.7% weighted | 100% win rate (2/2)
1y returns: +70.6% weighted | 100% win rate (2/2)
Director at Navitas Semiconductor Corporation ($NVTS)
The Director at Navitas Semiconductor Corporation ($NVTS) sold 32,725 shares at $6.38/share ($208.65K total) which decreased their vested holdings by 2.1%. The current price is $5.10 (-20.0%). Their median sale size is $268.78K and this is their 5th largest sale out of 9 all time. (SEC Source)
Historic Returns
1m returns: +1.4% weighted | 67% win rate (4/6)
3m returns: +12.7% weighted | 83% win rate (5/6)
6m returns: +7.2% weighted | 67% win rate (2/3)
1y returns: +15.7% weighted | 100% win rate (2/2)
Selling the rip (stock was up 164.25% in the month before the sale)
1 other insider also sold the stock
Senior Chairman at Westlake Chemical Partners LP ($WLKP)
The Senior Chairman at Westlake Chemical Partners LP ($WLKP) sold 3,700 shares at $22.10/share ($81.77K total) which decreased their vested holdings by 100.0%. The current price is $22.12 (+0.1%). Their median sale size is $1.29M and this is their 4th largest sale out of 4 all time. (SEC Source)
Historic Returns
1m returns: +9.7% weighted | 100% win rate (2/2)
3m returns: +15.6% weighted | 100% win rate (2/2)
6m returns: +34.8% weighted | 100% win rate (2/2)
1y returns: +39.9% weighted | 100% win rate (2/2)
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.