InsiderEdge™ – Top Sales and Top Purchases – February 22, 2024

Top Purchases

The top purchases made by insiders yesterday. Remember, returns and win rates are calculated using the previous purchase trades by the insider.

10% Owner at Heritage Insurance Holdings, Inc. ($HRTG)

The 10% Owner purchased 148,148 shares at $6.75/share ($1M total) which increased their vested holdings by 4.2%. The current price is $6.31 (-6.5%). Their median purchase size is $317K and this is their 1st largest purchase out of 7 all time. (SEC Source)

Historic Returns
1m returns: 13% weighted | 13% median | 67% win rate (4/6)
3m returns: 58% weighted | 16% median | 50% win rate (3/6)
6m returns: 198% weighted | 196% median | 100% win rate (3/3)
1y returns: 319% weighted | 296% median | 100% win rate (3/3)

10% Owner at Paysign, Inc. ($PAYS)

The 10% Owner purchased 77,262 shares at $3.04/share ($235K total) which increased their vested holdings by 1.4%. The current price is $3.08 (+1.3%). Their median purchase size is $288K and this is their 7th largest purchase out of 11 all time. (SEC Source)

Historic Returns
1m returns: 27% weighted | 28% median | 67% win rate (4/6)
3m returns: 121% weighted | 196% median | 100% win rate (6/6)
6m returns: 119% weighted | 88% median | 100% win rate (7/7)
1y returns: 80% weighted | 166% median | 83% win rate (5/6)

10% Owner at CSP INC /MA/ ($CSPI)

The 10% Owner purchased 5,160 shares at $31.46/share ($162K total) which increased their vested holdings by 0.8%. The current price is $33.71 (+7.1%). Their median purchase size is $45,889.60 and this is their 2nd largest purchase out of 54 all time. (SEC Source)

Historic Returns
1m returns: 10% weighted | 6% median | 58% win rate (31/53)
3m returns: 19% weighted | 9% median | 62% win rate (32/52)
6m returns: 34% weighted | 3% median | 58% win rate (28/48)
1y returns: 48% weighted | 33% median | 73% win rate (24/33)

Director at NorthWestern Energy Group, Inc. ($NWE)

The Director purchased 1,000 shares at $48.80/share ($48,800.00 total) which increased their vested holdings by 7.1%. The current price is $49.32 (+1.1%). Their median purchase size is $43,070.00 and this is their 1st largest purchase out of 3 all time. (SEC Source)

Historic Returns
1m returns: 9% weighted | 8% median | 100% win rate (2/2)
3m returns: 10% weighted | 9% median | 100% win rate (2/2)
6m returns: 21% weighted | 19% median | 100% win rate (2/2)
1y returns: 31% weighted | 31% median | 100% win rate (1/1) 

Chairman & CEO at HERBALIFE LTD. ($HLF)

The Chairman & CEO purchased 61,725 shares at $8.07/share ($498K total) which increased their vested holdings by 4.0%. The current price is $8.38 (+3.8%). Their median purchase size is $250K and this is their 1st largest purchase out of 3 all time. (SEC Source)

Historic Returns
1m returns: 20% weighted | 15% median | 50% win rate (1/2)
3m returns: 39% weighted | 36% median | 100% win rate (2/2)
6m returns: -13% weighted | -17% median | 0% win rate (0/2)
1y returns: -5% weighted | -13% median | 50% win rate (1/2)

Note: This purchase was made after the stock crashed after missing Q4 earnings. It seems to at least partially be a PR play as they released a Press Release when he bought


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.

Director at Primerica, Inc. ($PRI)

The Director sold 750 shares at $245.46/share ($184K total) which decreased their vested holdings by 8.9%. The current price is $246.90 (+0.6%). Their median sale size is $243K and this is their 5th largest sale out of 7 all time. (SEC Source)

Historic Returns
1m returns: -13% weighted | -12% median | 0% win rate (0/6)
3m returns: -18% weighted | -10% median | 17% win rate (1/6)
6m returns: -56% weighted | -17% median | 25% win rate (1/4)
1y returns: -52% weighted | -27% median | 25% win rate (1/4)

EVP Legal and General Counsel at AUTOLIV INC ($ALV)

The EVP Legal and General Counsel sold 760 shares at $110.00/share ($83,600.00 total) which decreased their vested holdings by 13.5%. The current price is $110.51 (+0.5%). Their median sale size is $104K and this is their 2nd largest sale out of 2 all time. (SEC Source)

Historic Returns
1m returns: -19% weighted | -19% median | 0% win rate (0/1)
3m returns: -26% weighted | -26% median | 0% win rate (0/1)
6m returns: -18% weighted | -18% median | 0% win rate (0/1)
1y returns: -17% weighted | -17% median | 0% win rate (0/1)

Note: Selling stock options that vested in 2018

Director at A-Mark Precious Metals, Inc. ($AMRK)

The Director sold 13,208 shares at $26.14/share ($345K total) which decreased their vested holdings by 3.2%. The current price is $24.97 (-4.5%). Their median sale size is $412K and this is their 7th largest sale out of 11 all time. (SEC Source)

Historic Returns
1m returns: -23% weighted | -25% median | 0% win rate (0/8)
3m returns: -24% weighted | -21% median | 0% win rate (0/8)
6m returns: -14% weighted | -12% median | 0% win rate (0/7)
1y returns: -9% weighted | -6% median | 43% win rate (3/7)

Chair, CEO & President at FIFTH THIRD BANCORP ($FITB)

The Chair, CEO & President sold 5,447 shares at $33.47/share ($182K total) which decreased their vested holdings by 1.5%. The current price is $33.49 (+0.1%). Their median sale size is $201K and this is their 5th largest sale out of 8 all time. (SEC Source)

Historic Returns
1m returns: -14% weighted | -12% median | 0% win rate (0/7)
3m returns: -15% weighted | -17% median | 0% win rate (0/7)
6m returns: -13% weighted | -25% median | 0% win rate (0/7)
1y returns: -16% weighted | -21% median | 14% win rate (1/7)


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.

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