InsiderEdge™ – Top Sales and Top Purchases – March 15, 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.

Executive VP and CFO at USCB FINANCIAL HOLDINGS, INC. ($USCB)

The Executive VP and CFO purchased 7,400 shares at $11.26/share ($83,346.94 total) which increased their vested holdings by 5.7%. The current price is $11.13 (-1.2%). Their median purchase size is $47,122.00 and this is their 2nd largest purchase out of 6 all time. (SEC Source)

Historic Returns
1m returns: 18% weighted | 18% median | 100% win rate (1/1)
3m returns: 41% weighted | 41% median | 100% win rate (1/1)
6m returns: 27% weighted | 27% median | 100% win rate (1/1)
1y returns: 20% weighted | 20% median | 100% win rate (1/1)

SVP, Chief Financial Officer at POTBELLY CORP ($PBPB)

The SVP, Chief Financial Officer purchased 1,000 shares at $11.65/share ($11,650.00 total) which increased their vested holdings by 0.3%. The current price is $11.20 (-3.9%). Their median purchase size is $14,006.80 and this is their 4th largest purchase out of 5 all time. (SEC Source)

Historic Returns
1m returns: -6% weighted | -1% median | 50% win rate (2/4)
3m returns: 9% weighted | 13% median | 75% win rate (3/4)
6m returns: 32% weighted | 31% median | 100% win rate (4/4)
1y returns: 39% weighted | 44% median | 100% win rate (2/2)


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.

SVP, Finance at ContextLogic Inc. ($WISH)

The SVP, Finance sold 7,999 shares at $6.31/share ($50,444.89 total) which decreased their vested holdings by 53.8%. The current price is $6.12 (-3.0%). Their median sale size is $18,740.30 and this is their 7th largest sale out of 20 all time. (SEC Source)

Historic Returns
1m returns: -17% weighted | -17% median | 5% win rate (1/19)
3m returns: -47% weighted | -43% median | 0% win rate (0/19)
6m returns: -62% weighted | -65% median | 0% win rate (0/19)
1y returns: -86% weighted | -84% median | 0% win rate (0/19)

Chief Technology Officer at STEM, INC. ($STEM)

The Chief Technology Officer sold 41,428 shares at $2.00/share ($82,856.00 total) which decreased their vested holdings by 18.2%. The current price is $1.78 (-11.0%). Their median sale size is $67,150.40 and this is their 4th largest sale out of 10 all time. (SEC Source)

Historic Returns
1m returns: -6% weighted | -7% median | 50% win rate (3/6)
3m returns: -25% weighted | -23% median | 33% win rate (2/6)
6m returns: -52% weighted | -39% median | 17% win rate (1/6)
1y returns: -64% weighted | -65% median | 0% win rate (0/5)

Chief Technology Officer at Crexendo, Inc. ($CXDO)

The Chief Technology Officer sold 20,000 shares at $5.51/share ($110K total) which decreased their vested holdings by 1.6%. The current price is $4.89 (-11.2%). Their median sale size is $11,527.20 and this is their 1st largest sale out of 39 all time. (SEC Source)

Historic Returns
1m returns: -5% weighted | -4% median | 34% win rate (13/38)
3m returns: -19% weighted | -19% median | 11% win rate (4/38)
6m returns: -33% weighted | -34% median | 3% win rate (1/38)
1y returns: -52% weighted | -54% median | 0% win rate (0/38)

10% Owner at Coupang, Inc. ($CPNG)

The 10% Owner sold 46,614,200 shares at $19.20/share ($894.93M total) which decreased their vested holdings by 11.8%. The current price is $18.51 (-3.6%). Their median sale size is $554.60M and this is their 3rd largest sale out of 8 all time. (SEC Source)

Historic Returns
1m returns: -8% weighted | -7% median | 43% win rate (3/7)
3m returns: -16% weighted | -10% median | 43% win rate (3/7)
6m returns: -30% weighted | -15% median | 40% win rate (2/5)
1y returns: -34% weighted | -27% median | 25% win rate (1/4)


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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