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 authID Inc. ($AUID)
The 10% Owner purchased 5,700 shares at $9.40/share ($53,580.00 total) which increased their holdings by 0.4%. The current price is $9.35 (-0.5%). Their median purchase size is $95,390.50 and this is their 6th largest purchase out of 8 all time. (SEC Source)
Historic Returns
1m returns: 77% weighted | 30% median | 50% win rate (2/4)
3m returns: 187% weighted | 103% median | 100% win rate (2/2)
6m returns: 145% weighted | 145% median | 100% win rate (1/1)
1y returns: N/A
Note: 4th purchase in the last 10 days. We already own this in the CEO Watcher portfolio
10% Owner at KalVista Pharmaceuticals, Inc. ($KALV)
The 10% Owner purchased 88,099 shares at $14.47/share ($1.27M total) which increased their holdings by 1.9%. The current price is $15.74 (+8.8%). Their median purchase size is $1.51M and this is their 8th largest purchase out of 12 all time. (SEC Source)
Historic Returns
1m returns: 75% weighted | 13% median | 100% win rate (5/5)
3m returns: 46% weighted | 30% median | 50% win rate (2/4)
6m returns: 19% weighted | 3% median | 50% win rate (2/4)
1y returns: 37% weighted | 20% median | 50% win rate (2/4)
Note: 8th purchase in the last month. We already own this in the CEO Watcher portfolio and are up over 25%
Director at Vera Therapeutics, Inc. ($VERA)
The Director purchased 161,290 shares at $31.00/share ($5.00M total) which increased their holdings by 4.7%. The current price is $38.00 (+22.6%). Their median purchase size is $6.50M and this is their 3rd largest purchase out of 4 all time. (SEC Source)
Historic Returns
1m returns: 18% weighted | 11% median | 67% win rate (2/3)
3m returns: 48% weighted | 49% median | 100% win rate (3/3)
6m returns: 58% weighted | 44% median | 50% win rate (1/2)
1y returns: 34% weighted | 30% median | 100% win rate (2/2)
Note: First purchase of $VERA since 2021
Director at Bancorp, Inc. ($TBBK)
The Director purchased 2,288 shares at $45.16/share ($103K total) which increased their holdings by 4.8%. The current price is $42.36 (-6.2%). Their median purchase size is $71,512.20 and this is their 6th largest purchase out of 14 all time. (SEC Source)
Historic Returns
1m returns: 5% weighted | 3% median | 69% win rate (9/13)
3m returns: 13% weighted | 13% median | 90% win rate (9/10)
6m returns: 18% weighted | 16% median | 89% win rate (8/9)
1y returns: 63% weighted | 36% median | 75% win rate (3/4)
Top Sales
The top sales made by insiders yesterday. Remember, returns and win rates are calculated using the previous sell trades by the insider. For sell transactions, “win rate” is the percent of profitable trades. If the “win rate” is low, that means the stock typically falls after the insider sells.
VP at SONO TEK CORP ($SOTK)
The VP sold 6,773 shares at $5.70/share ($38,577.52 total) which decreased their holdings by 11.2%. The current price is $5.57 (-2.3%). Their median sale size is $16,594.50 and this is their 3rd largest sale out of 9 all time. (SEC Source)
Historic Returns
1m returns: -36% weighted | -36% median | 0% win rate (0/1)
3m returns: -23% weighted | -23% median | 0% win rate (0/1)
6m returns: -11% weighted | -11% median | 0% win rate (0/1)
1y returns: -10% weighted | -4% median | 50% win rate (1/2)
Senior Exec. V. P. at HUNTINGTON BANCSHARES INC /MD/ ($HBAN)
The Senior Exec. V. P. sold 28,700 shares at $13.17/share ($378K total) which decreased their holdings by 3.2%. The current price is $12.46 (-5.4%). Their median sale size is $200K and this is their 5th largest sale out of 13 all time. (SEC Source)
Historic Returns
1m returns: -18% weighted | -15% median | 17% win rate (2/12)
3m returns: -12% weighted | -14% median | 0% win rate (0/10)
6m returns: -22% weighted | -19% median | 11% win rate (1/9)
1y returns: -22% weighted | -19% median | 0% win rate (0/9)
Vice Chair at US BANCORP \DE\ ($USB)
The Vice Chair sold 26,583 shares at $43.37/share ($1.15M total) which decreased their holdings by 14.9%. The current price is $40.89 (-5.7%). Their median sale size is $915K and this is their 5th largest sale out of 18 all time. (SEC Source)
Historic Returns
1m returns: -17% weighted | -15% median | 0% win rate (0/17)
3m returns: -18% weighted | -20% median | 19% win rate (3/16)
6m returns: -18% weighted | -20% median | 7% win rate (1/15)
1y returns: -13% weighted | -16% median | 7% win rate (1/15)
Note: Selling options that have been exercisable since 2018
SVP General Counsel at DARDEN RESTAURANTS INC ($DRI)
The SVP General Counsel sold 6,831 shares at $163.26/share ($1.12M total) which decreased their holdings by 22.3%. The current price is $167.23 (+2.4%). Their median sale size is $1.12M and this is their 3rd largest sale out of 5 all time. (SEC Source)
Historic Returns
1m returns: -6% weighted | -7% median | 25% win rate (1/4)
3m returns: -16% weighted | -15% median | 25% win rate (1/4)
6m returns: -4% weighted | -3% median | 50% win rate (2/4)
1y returns: -17% weighted | -15% median | 33% win rate (1/3)
Note: Selling options that vested in 2021
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.
