Top Purchases
The top purchases made by insiders yesterday. Remember, returns and win rates are calculated using the previous purchase trades by the insider.
Interim CEO at Leslie’s, Inc. ($LESL)
The Interim CEO purchased 120,000 shares at $2.53/share ($304K total) which increased their vested holdings by 135.3%. The current price is $2.50 (-1.2%). Their median purchase size is $187K and this is their 1st largest purchase out of 2 all time. (SEC Source)
Historic Returns
1m returns: 15% weighted | 15% median | 100% win rate (1/1)
3m returns: 72% weighted | 72% median | 100% win rate (1/1)
6m returns: 112% weighted | 112% median | 100% win rate (1/1)
1y returns: 219% weighted | 219% median | 100% win rate (1/1)
Note: 1 other insiders also purchased the stock
10% Owner at ISSUER DIRECT CORP ($ISDR)
The 10% Owner purchased 23,940 shares at $9.67/share ($231K total) which increased their vested holdings by 3.5%. The current price is $10.73 (+11.0%). Their median purchase size is $299K and this is their 13th largest purchase out of 19 all time. (SEC Source)
Historic Returns
1m returns: 12% weighted | 7% median | 53% win rate (9/17)
3m returns: 58% weighted | 49% median | 81% win rate (13/16)
6m returns: 92% weighted | 79% median | 100% win rate (10/10)
1y returns: 56% weighted | 106% median | 83% win rate (5/6)
Director at Blue Owl Capital Corp ($OBDC)
The Director purchased 2,500 shares at $15.02/share ($37,550.00 total) which increased their vested holdings by 38.4%. The current price is $15.10 (+0.5%). Their median purchase size is $38,670.00 and this is their 3rd largest purchase out of 3 all time. (SEC Source)
Historic Returns
1m returns: 4% weighted | 4% median | 100% win rate (2/2)
3m returns: 6% weighted | 6% median | 100% win rate (2/2)
6m returns: 12% weighted | 12% median | 100% win rate (1/1)
1y returns: 26% weighted | 26% median | 100% win rate (1/1)
Director at MYR GROUP INC. ($MYRG)
The Director purchased 1,005 shares at $99.70/share ($100K total) which increased their vested holdings by 8.6%. The current price is $100.01 (+0.3%). Their median purchase size is $105K and this is their 2nd largest purchase out of 2 all time. (SEC Source)
Historic Returns
1m returns: 2% weighted | 2% median | 100% win rate (1/1)
3m returns: 16% weighted | 16% median | 100% win rate (1/1)
6m returns: 7% weighted | 7% median | 100% win rate (1/1)
1y returns: 16% weighted | 16% median | 100% win rate (1/1)
Top Sales
The top sales made by insiders yesterday. Remember, returns and win rates are calculated using the previous sell trades by the insider. For sell transactions, “win rate” is the percent of profitable trades. If the “win rate” is low, that means the stock typically falls after the insider sells.
10% Owner at Rubicon Technologies, Inc. ($RBTC)
The 10% Owner sold 85,282 shares at $0.06/share ($4,929.07 total) which decreased their vested holdings by 0.9%. The current price is $0.06 (-3.1%). Their median sale size is $12,759.30 and this is their 15th largest sale out of 19 all time. (SEC Source)
Historic Returns
1m returns: -13% weighted | -34% median | 8% win rate (1/13)
3m returns: -71% weighted | -72% median | 0% win rate (0/4)
6m returns: -91% weighted | -91% median | 0% win rate (0/1)
1y returns: N/A
See Remarks at SITIME Corp ($SITM)
The See Remarks sold 1,083 shares at $139.05/share ($151K total) which decreased their vested holdings by 1.0%. The current price is $146.93 (+5.7%). Their median sale size is $128K and this is their 11th largest sale out of 36 all time. (SEC Source)
Historic Returns
1m returns: 3% weighted | 3% median | 60% win rate (21/35)
3m returns: -20% weighted | -1% median | 48% win rate (16/33)
6m returns: -21% weighted | -1% median | 47% win rate (14/30)
1y returns: -46% weighted | -14% median | 43% win rate (10/23)
CFO and Treasuer at DAVITA INC. ($DVA)
The CFO and Treasuer sold 68,769 shares at $155.06/share ($10.66M total) which decreased their vested holdings by 39.2%. The current price is $153.24 (-1.2%). Their median sale size is $4.96M and this is their 1st largest sale out of 3 all time. (SEC Source)
Historic Returns
1m returns: -1% weighted | -2% median | 0% win rate (0/2)
3m returns: -23% weighted | -33% median | 0% win rate (0/2)
6m returns: -18% weighted | -25% median | 0% win rate (0/2)
1y returns: -37% weighted | -47% median | 0% win rate (0/2)
10% Owner at Klaviyo, Inc. ($KVYO)
The 10% Owner sold 67,436 shares at $32.29/share ($2.18M total) which decreased their vested holdings by 0.1%. The current price is $31.50 (-2.4%). Their median sale size is $14.97M and this is their 19th largest sale out of 20 all time. (SEC Source)
Historic Returns
1m returns: -9% weighted | -6% median | 17% win rate (2/12)
3m returns: -15% weighted | -14% median | 25% win rate (3/12)
6m returns: -21% weighted | -11% median | 18% win rate (2/11)
1y returns: -24% weighted | -7% median | 29% win rate (2/7)
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.
