Insider Trading Fri 3/14/25

Notable purchases -- CEO adds to PSEC; notable sales -- Chief Commercial Officer active in CYTK

Buyers

• AGM Director bought 1,000 shares of Class C Non-Voting Common Stock worth approximately $196K.
• ARCB Chief Financial Officer bought 700 shares at $74.89 worth ~$52K.
• ARES Director bought 10,000 shares of Class A common stock at $141.00 to $141.49 worth approximately $1.4 mln.
• CIM Director bought 12,500 shares at $13.28 - $13.40 worth approximately $166K.
• CRGY Director bought 30,000 shares of Class A Common Stock at $10.30 - $10.75 worth approximately $317K.
• DK Chairman of the Board and one (1) Director bought 6,780 combined shares worth approximately $99K.
• FRST Director bought 10,000 shares at $9.94 - $10.00 worth approximately $100K.
• LYB Director bought 3,750 Class A Ordinary Shares at $72.04 - $72.06 worth approximately $270K.
• ONTF 10% owner Lynrock Lake and one (1) Director bought 122,766 shares combined at $5.54 - $5.84 worth approximately $696K.
• PSEC Chief Executive Officer bought 2,000,000 shares worth approximately $8.6 mln.
• PTEN President / Chief Executive Officer bought 25,000 shares at $7.88 - $7.89 worth approximately $197K.
• RAPP Chief Financial Officer and one (1) Director bought 16,000 shares combined worth approximately $162K.
• RF Director bought 2,300 shares at $21.175 worth approximately $49K.
• TNL President & Chief Executive Officer bought 2,000 shares at $46.64 - $46.66 worth ~$93K.
• UAN 10% owner Carl Icahn bought another 11,345 common units at $74.56 - $74.80 worth approximately $847K.
• VG Chief Executive Officer / Founder and Executive Co-Chairman Michael Sabel, Executive Co-Chairman / Founder Robert Pender, and one (1) Director bought 512,000 shares of Class A Common Stock at $9.60 - $10.88 worth nearly $5.3 mln.
• WSC Chief Operating Officer bought 5,000 shares at $29.14 - $29.15 worth approximately $146K.
• ZYME 10% owner bought 1,081,980 shares at $11.11 - $12.55 worth approximately $13.1 mln.

Sellers

• AR Senior Vice President - Accounting and Chief Accounting Officer sold 9,830 shares at $35.60 worth approximately $350K.
• CYTK EVP, Chief Commercial Officer sold 26,771 shares at $43.62 worth approximately $1.2 mln.
• FNA 10% owner MVM Partners sold 1,044,295 shares at $13.01 - $13.065 worth approximately $13.6 mln.
• HURN Director sold 3,067 shares at $143.01 - $145,51 worth approximately $442K.

Insider Trading Tue 12/31/24

Notable purchases -- Buffett adds to VRSN; notable sales -- CFO active in TOL

Buyers

• GCT Director / Head of BaaS Program bought 5,000 Class A Ordinary Shares at $17.50 worth approximately $88K.
• MCFT 10% owner Coliseum Capital bought 189,945 shares at $17.99 - $19.05 worth approximately $3.5 mln.
• QIPT Exec VP Operations bought 17,000 shares at $2.41 - $2.47 worth approximately $42K.
• PBF 10% owner Control Empresarial de Capitales S.A. de C.V. bought another 70,000 shares worth about $1.8 mln.
• VRSN 10% owner Warren Buffett's Berkshire Hathaway (BRK.A / BRK.B) bought 76,487 shares at $201.12 - $206.11 worth approx. $15.6 mln.

Sellers

• IBEX Director sold 11,199 shares at $21.95 - $21.96 worth approximately $246K.
• PVH EVP, General Counsel & Secretary sold 3,186 shares at $105.50 worth approximately $336K.
• RCAT Directors (2) sold 130,000 shares at $12.25 - $14.24 worth approximately $1.8 mln.
• TOL Chief Financial Officer sold 11,140 shares at $125.77 - $126.30 worth approximately $1.4 mln.

Insider Trading Mon 12/30/24

Notable purchases -- CEO adds to PSEC; notable sales -- Director active in CMT 

Buyers

• CHE VP-Chief Legal Officer bought 145 shares of Capital Stock at $519.50 worth approximately $75K.
• GSAT 10% owner / Director bought another 1,500,000 shares at $1.98 - $2.25 worth approximately $3.2 mln.
• OKLO Director bought 5,000 shares of Class A Common Stock at $19.95 worth approximately $100K.
• PSEC Chief Executive Officer bought 2,000,000 shares at $4.29 worth approximately $8.6 mln.
• ZYME 10% owner / Director (EcoR1) bought 130,309 shares at $13.94 - $14.50 worth approximately $1.9 mln.

Sellers

• CMT Chief Executive Officer sold 18,671 shares at $16.42 - $16.65 worth approximately $308K.
• DORM Director sold 2,633 shares at $132.52 worth approximately $349K.
• RCAT CTO, Red Cat Holdings sold 381,584 shares at $12.00 - $14.90 worth approximately $5.3 mln.

Insider Trading Wed 12/11/24

Notable purchases -- CEO and Directors add to AVDL; notable sales -- Senior Vice President / CIO active in KR

Buyers

• AVDL Chief Executive Officer and two (2) Directors bought 33,279 Ordinary Shares combined at $9.80 - $10.19 worth approximately $330K.
• BAH Director bought 690 shares of Class A Common Stock at $145.66 worth approximately $101K.
• CTGO Director bought 10,000 shares at $11.99 - $12.20 worth approximately $121K.
• ESQ Director bought 640 shares worth approximately $50K.
• MYE Interim President / Chief Executive Officer bought 15,000 shares at $11.33 - $12.41 worth approximately $179K.
• NRDY Chief Executive Officer bought another 168,361 shares of Class A Common Stock at $1.52 - $1.60 worth approximately $266K.
• PBF 10% owner Control Empresarial de Capitales S.A. de C.V. bought another 137,000 shares at $29.875 - $30.01 worth approximately $4.1 mln.
• PETS 10% owner Nina Capital bought 40,000 shares at $5.48 - $5.62 worth approximately $222K.
• UAMY Director bought 70,000 shares at $1.458 worth approximately $102K.

Sellers

• BGNE 10% owner Baker Bros. sold 1,037,017 American Depositary Shares worth more than $194 mln.
• DYN Director sold 136,112 shares at $29.00 - $29.66 worth approximately $4.0 mln.
• GTI Directors (2) sold 630,000 Class A Ordinary Shares combined worth approximately $1.4 mln.
• HNVR Directors (2) sold 7,500 shares combined at $25.50 - $25.53 worth approximately $191K.
• KR Senior Vice President and CIO sold 20,000 shares at $58.214 - $58.61 worth approximately $1.2 mln.
• LAD Chief Administrative Officer sold 267 shares at $379.50 worth approximately $101K.
• RNGR Director (managing member of Bayou Well Holdings Company) sold 137,865 shares at $15.51 - $16.26 worth approximately $2.2 mln.
• TROW Vice President sold 4,047 shares at $122.66 - $123.99 worth approximately $499K.
• VTOL Director sold 2,973 shares at $35.49 worth approximately $106K.

Insider Trading Mon 12/2/24

Notable purchases -- CEO adds to FOSL; notable sales -- CRO active in HAS

Buyers

• BH Chairman / Chief Executive Officer bought 2,893 shares of Class B common stock and 457 shares of Class A common stock worth nearly $1.1 mln.
• FOSL Chief Executive Officer bought 250,000 shares at $1.26 - $1.55 worth approximately $359K.
• HRZN President bought 8,000 shares at $9.3149 worth approximately $75K.
• LILA Director bought 105,053 Class A Common Shares at $6.91 - $7.15 worth approximately $746K.
• TDUP Directors (2) bought 74,897 shares of Class A Common Stock combined worth approximately $112K.

Sellers

• HAS EVP & Chief Revenue Officer sold 1,718 shares at $65.065 worth approximately $112K.
• WLK Director sold 1,750 shares at $129.079 worth approximately $226K.

Insider Trading Wed 11/27/24

Notable purchases -- Icahn adds to UAN, IIIV and TFC CEOs active; notable sales -- MTSI 10% owner sells $25 mln

Buyers

• PSEC execs. (2) bought 1,005,000 shares between $4.72-$4.78 worth approx. $4.8 mln.
• IIIV CEO bought 88,544 shares between $23.51-$24.06 worth approx. $2.1 mln.
• UAN 10% owner, C. Icahn, bought 25,815 shares between $70.72-$72.36 worth approx. $1.8 mln.
• TFC CEO bought 34,180 shares at $48.56 worth approx. $1.7 mln.

Sellers

• MTSI 10% owner sold 187,562 shares at $133.15-$136.67 worth approx. $25.2 mln.
• UAL EVP sold 60K shares between $94.72-$95.54 worth approx. $5.7 mln.
• NPWR 10% owner sold 431,009 shares at 12.76 worth approx. $5.5 mln.
• ALKT CFO sold 99,755 shares at $41.89 worth approx. $4.2 mln.
• PATK CEO sold 30K shares between $135-$140.64 worth approx. $4.1 mln.
• FTAI Director sold 20K shares between $173.68-$174.99 worth approx. $3.5 mln.
• ALAB Director sold 30K shares between $104.91-$107.17 worth approx. $3.2 mln.
• ROAD SVP sold 25K shares between $100.66-$102.13 worth approx. $2.5 mln.

Insider Trading Mon 11/25/24

Notable purchases -- CLVT Director adds 3 mln shares, PSEC, OSCR, NINE 10% owners active; notable sales -- VRT execs. unload, UNM & KLIC c-suite active

Buyers:

• CLVT Director bought 3,465,000 shares between $5.11-$5.19 worth approx. $17.8 mln.
• PSEC 10% owner bought 1.0 mln shares at $4.59 worth approx. $4.6 mln.
• OSCR 10% owner bought 188,395 shares between $16.86-$16.97 worth approx. $3.2 mln.
• INBX Director bought 107,186 shares between $14.19-$14.23 worth approx. $1.5 mln.
• NINE 10% owner bought 960K shares between $1.19-$1.24 worth approx. $1.2 mln.
• NMFC Director bought 89,044 shares between $11.51-$11.59 worth approx. $1.0 mln.

Sellers:

• VRT execs. (4) sold 1,646,261 shares between $136.50-$141.88 worth approx. $231.1 mln.
• ECL 10% owner sold 276,542 shares between $241.21-$245.95 worth approx. $67.1 mln.
• FYBR 10% owner sold 480,135 shares between $34.69-$34.79 worth approx. $16.7 mln.
• EVR Vice Chair sold 41,557 shares between $299.09-$310.52 worth approx. $12.8 mln.
• TPC Director sold 200K shares between $28.73-$28.82 worth approx. $5.8 mln.
• UNM CEO sold 58,865 shares between $74.61-$75.52 worth approx. $4.4 mln.
• CFLT execs. (5) sold 127,962 shares between $28.23-$30.40 worth approx. $3.8 mln.
• KLIC CFO sold 60K shares between $34.94-$46.85 worth approx. 2.8 mln.

Insider Trading Fri 8/16/24

Notable purchases -- Execs add to WBTN; notable sales -- President & CEO active in ABG 

Buyers:

• ACDC 10% owner THRC Holdings bought 470,000 shares of Class A common stock at $5.88 - $6.25 worth approx. $2.8 mln.
• ALTI 10% owner bought 110,388 shares of Class A Common Stock at $3.79 - $4.05 worth approx. $433K.
• APEI 10% owner bought 89,042 shares worth approx. $1.2 mln.
• BSM Director bought 34,200 common units representing limited partner interests at $14.62 worth approx. $500K.
• CPNG 10% owner Greenoaks bought 501,300 shares of Class A Common Stock at $22.3.0 - $22.59 worth more than $11.2 mln. CFO also disclosed the sale of 200,000 shares at $22.62 - $23.04 worth $4.55 mln primarily for the purpose of offsetting certain Korea and U.S. tax liabilities and other related costs incurred and to be incurred.
• CRK 10% owner Arkoma Drilling bought 2,945,694 shares at $10.13 - $10.59 worth approx. $30.7 mln.
• FET President & Chief Executive Officer bought 13,500 shares at $15.00 - $16.28 worth ~$214K.
• FLNC Director bought 10,000 shares of Class A Common Stock at $16.77 - $16.82 worth approx. $168K.
• GRWG Chief Executive Officer Lampert and the President Salaman bought 210,593 shares combined at $1.785 - $1.91 worth nearly $400K.
• HHS Director bought 73,900 shares at $7.08 - $7.30 worth approx. $534K.
• INTT Director bought 10,900 shares at $6.77 - $6.80 worth ~$74K.
• KTOS President / Chief Executive Officer bought 12,396 shares at $20.00 to $20.31 worth approx. $250K.
• LAW Director bought 25,000 shares at $5.24 - $5.43 worth approx. $135K.
• NVT Director bought 7,566 shares at $65.61 - $66.12 worth approx. $497K.
• QTRX President & Chief Executive Officer bought 19,000 shares at $10.88 - $10.90 worth approx. $207K.
• SAFT Director bought 1,000 shares at $78.80 worth ~$79K.
• TMCI Chief Executive Officer bought 85,000 shares at $5.95 - $6.07 worth approx. $510K.
• WBTN Chief Strategy Officer, Chief Financial Officer, Chief Operating Officer and Director bought 23,522 shares combined at $12.93 - $13.00 worth approx. $305K.
• YUMC General Manager, KFC bought 3,700 shares at HK$270.4 per share worth ~$128K (converted to U.S. dollars using an exchange rate of 7.8).

Sellers:

• ABG President & CEO sold 8,190 shares at $230.67 - $234.37 worth more than $1.9 mln as part of his annual financial planning strategy for asset diversification and estate planning purposes.
• ATR President, Asia sold 7,200 shares at $146.44 - $146.58 worth approx. $1.1 mln.
• COST Director sold 620 shares at $876.50 worth approx. $543K.
• NXST President, Networks sold 3,930 shares at $160.61 worth ~$631K.
• PEG EVP & General Counsel sold 19,127 shares worth ~$1.5 mln.
• REG East Regional President & COO sold 4,250 shares at $70.36 worth approx. $299K.

Insider Trading Fri 8/2/24

Notable purchases -- 10% owner adds to TALO; notable sales -- Buffett still active in BAC

Buyers:

• BYON Director bought 5,000 shares at $10.65 - $10.66 worth approx. $53K.
• DAR EVP Chief Strategy Officer bought 2,532 shares at $39.37 worth approx. $100K.
• NXPI Chair bought 146 shares at $257.535 worth approx. $38K.
• TALO 10% owner Control Empresarial de Capitales S.A. de C.V. disclosed the purchase of another 250,000 shares worth approx. $2.85 mln.

Sellers:

• BAC 10% owner Berkshire Hathaway's (BRK.A) Warren Buffett sold 19,216,833 shares worth approx. $778.7 mln.
• FBP EVP sold 22,896 shares at $21.5329 worth approx. $493K.
• RGEN Senior VP, R&D sold 4,465 shares at $165.67 worth approx. $740K.
• TNGX 10% owner sold 235,000 shares at $9.80 - $10.21 worth approx. $2.3 mln.

Insider Trading Fri 6/21/24

Notable purchases -- 10% owner / Director adds to CLOV; notable sales -- General Counsel active in JPM

Buyers:

• CLOV 10% owner / Director bought 877,567 shares at $1.08 - $1.17 worth approx. $1.0 mln.
• CTRN 10% owner bought 74,190 shares at $21.53 - $21.94 worth ~$1.6 mln.
• LGF.A 10% owner Liberty 77 bought 264,248 Class A Common Shares at $8.18 - $8.51 worth ~$2.2 mln.
  

Sellers:

• JPM General Counsel sold 4,415 shares at $197.5789 worth approx. $872K.
• NCNO 10% owner sold 703,952 shares at $31.50 - $31.70 worth ~$22.2 mln.
  
• VTOL 10% owner sold 27,023 shares at $33.00 - $33.84 worth ~$897K.
• ZWS 10% owner sold 154,433 shares at $30.40 - $30.85 worth ~$4.7 mln.

Insider Trading Tue 6/18/24

Notable purchases -- Buffett adds to OXY; notable sales -- CEO active in CYTK

Buyers:

• FRD President / Chief Executive Officer bought 10,000 shares at $16.15 - $16.75 worth ~$164K.
• MCFT 10% owner Coliseum Capital bought 191,181 shares at $19.50 - $20.00 worth approx. $3.8 mln; increasing active stake to 19.2% (prior 18.1%).
• OXY  10% owner Berkshire Hathaway's (BRK.A) Warren Buffett bought 2,947,611 shares at $59.38 - $60.37 worth nearly $176 mln.
• RBB Director bought 7,000 shares at $17.08 worth ~$120K.

Sellers:

• CYTK President / Chief Executive Officer sold 22,500 shares at $52.59 - $52.60 worth ~$1.2 mln.
• LLYVA 10% owner Berkshire Hathaway's (BRK.A) Warren Buffett sold 65,330 shares of Series A Liberty Live Common Stock worth approx. $2.2 mln.

Insider Trading Fri 6/14/24

Notable purchases -- President/CEO adds to DTC; notable sales -- CEO active in DELL

Buyers:

• CATX Chief Executive Officer bought 100,000 shares at $1.165 - $1.18 worth ~$117K.
• CODI Chief Financial Officer of Compass Group Diversified Holdings LLC (Trust) bought 5,000 shares at $22.39 - $22.4599 worth ~$112K.
• DTC President and Chief Executive Officer bought 150,000 shares at $1.88 - $1.98 worth approx. $295K.
• FF Director bought 100,000 shares at $4.50 - $4.66 worth ~$458K.
• GXO Chief Executive Officer bought 10,000 shares at $ 49.95 worth ~$500K.
• PEGA Director bought 8,600 shares at $58.24 - $58.82 worth ~$504K.
• NUVB Director bought 172,189 shares at $2.835 - $2.96 worth ~$500K.
• PRM Director bought 42000 shares at $7.149 worth ~$300K.
• TTSH 10% owner bought 74,303 shares at $6.48 - $6.67 worth ~$491K.
• VFC Director bought 25,000 shares at $13.77 - $13.78 worth ~$344K.

Sellers:

• CME Director sold 3,000 shares at $195.44 worth ~$586K.
• DELL Chief Executive  Officer / 10% owner sold 5,681,929 shares of Class C Common Stock at $130.14 - $136.17 worth ~$76 mln.
• SOFI Director by deputization (Qatar Investment) sold 19,840,073 shares at $6.75 - $6.9137 worth ~$134.5 mln.
• UFPI Pres, UFP Construction sold 11,725 shares at $115.27 worth ~$1.35 mln.
• WST SVP, Chief Technology Officer sold 1800 shares at weighted average price of $330.78  worth ~$595K.

Insider Trading Thur 6/13/24

Notable purchases -- Buffett adds to OXY; notable sales -- CPO active in RAMP

Buyers:

• BL co-Chief Executive Officer bought 7,552 shares at $45.92 - $46.31 worth approx. $348K.
• BOC Director bought 30,000 shares at $13.89 - $14.12 worth approx. $421K.
• CLF Chief Financial Officer and two (2) Directors bought 21,450 shares combined worth approx. $319K.
• DINO Director bought 2000 shares at $52.04 worth ~$104K.
• HWKN Director bought 4,000 shares at $85.50 - $89.44 worth approx. $351K.
• KRON President and Chief Executive Officer bought 3,005,122 shares worth more than $3 mln.
• OEC SVP Global Operations bought 4,000 shares at $23.51 worth approx. $94K.
• OXY  10% owner Berkshire Hathaway's (BRK.A) Warren Buffett bought 1,750,308 shares worth approx. $105.6 mln.
• PEB Chairman and Chief Executive Officer bought 45,000 shares at $13.48 - $13.72 worth about $611K.
• PKOH Director bought 15000 shares at $24.67 - $26.08 worth ~$377K.
• TLS Director bought 283,566 shares at $3.99 - $4.19 worth more than $1.1 mln.
• WSR Director bought 17,000 shares at $13.09 worth about $223K.

Sellers:

• ACVA Director sold 22,958 shares at $18.01 - $18.39 worth approx. $416K.
• ALTR 10% owner sold 200,000 shares at $91.44 - $98.00 worth nearly $19 mln.
• CCOI Chairman, Chief Executive Officer, and President sold 60,000 shares at $54.60 worth approx. $3.3 mln.
• RAMP Chief Product Officer sold 13,055 shares at $31.11 worth ~$406K.

Insider Trading Tue 6/11/24

Notable purchases -- CEO adds to MXCT; notable sales -- CRO active in JPM

Buyers:

• AUB Director bought 14,467 shares at $30.85 - $31.71 worth approx. $454K.

• DSGR Director bought 4,000 shares at $30.24 worth about $121K.

• HWKN Director bought 3,300 shares at $86.50 - $88.43 worth ~$289K.

• FCPT President / Chief Executive Officer bought 6,230 shares at $24.05 worth ~$150K.

• MTN EVP & Chief Financial Officer bought 575 shares at $176.20 worth more than $100K.

• MXCT President / Chief Executive Officer bought 100,000 shares at $4.77 - $5.00 worth ~$489K.

• OEC Chief Financial Officer bought 5,000 shares at $23.68 worth ~$118K.

• SAIC Chief Financial Officer bought 2,000 shares at $114.85 worth ~$230K.

• SHEN President / Chief Executive Officer and SVP Finance / Chief Financial Officer bought 18,187 shares combined at $15.79 - $17.00 worth ~$297K.

• SNOW Director bought 76,200 shares at $130.83 - $131.50 worth ~$10 mln.

• TTSH 10% owner bought 109,194 shares at $6.55 - $6.75 worth ~$720K.

• VFC President / Chief Executive Officer bought 75,200 shares at $13.20 - $13.30 worth nearly $1 mln.

Sellers:

• JPM Chief Risk Officer sold 5,086 shares at $199.5393 worth approx. $1.0 mln.

• PSA Chief Legal Officer sold 400 shares at $274.285 worth ~$110K.

Insider Trading Fri 5/24/24

Notable purchases -- CEO adds to COOK; notable sales -- Director active in AVT 

Buyers:

• COOK Chief Executive Officer bought 228,323 shares at $2.11 - $2.25 worth approx. $500K.
• CTRN 10% owner bought 50,406 shares at $22.07 - $22.96 worth approx. $1.1 mln.
• ELAN Director bought 15,000 shares at $16.98 worth ~$255K.
• EPSN Chief Executive Officer bought 26,000 shares at $5.35 - $5.38 worth nearly $140K.
• FOUR Chairman & Chief Executive Officer bought 39,135 shares at weighted average price of $64.0375 worth about $2.5 mln.
• NCLH Director bought 20,000 shares at $16.25 - $16.50 worth approx. $328K.
• OPK Chairman & Chief Executive Officer bought 100,000 shares at $1.26 - $1.27 worth ~$127K.
• SBRA Director bought 7,000 shares at $14.43 worth ~$101K.
• VSTS 10% owner Corvex Management bought 100,000 shares at $12.08 - $12.19 worth more than $1.2 mln.

Sellers:

• AVT Director sold 9,000 shares at $54.20 - $54.61 worth approx. $490K.
• ZWS 10% owner sold 48,388 shares at $32.91 - $32.98 worth ~$1.6 mln.

Insider Trading Fri 4/12/24

Notable purchases -- CEO adds to SGH; notable sales -- EVP active in WLY 

Buyers:

• ATOS Director bought 25,000 shares at $1.74 - $1.78 worth ~$44K.
• NEOG Director bought 7,500 shares at $13.0648 worth ~$98K.
• SGH President & CEO bought 10,000 shares at $18.775 - $18.79 worth ~$188K.

Sellers:

• ALTR 10% owner sold 12,783 shares at $85.42 - $86.63 worth nearly $1.1 mln.
• PFSI Chairman & CEO sold 10,000 shares at $89.61 - $91.46 worth ~$907K.
• WLY EVP, Chief People Officer sold 3,459 shares at $38.7125 worth ~$134K.

Neogen seeing some recent insider buys

• Neogen (NEOG) is trading lower today, but we wanted to flag it for investors. We have noticed a good amount of insider buying in NEOG following its slide in recent months, including a post-earnings sell-off on April 9.
• On April 12, a NEOG Director bought 7,500 shares at $13.0648 worth ~$98K. Before that, on April 10, its CFO bought 12500 shares at $12.51 worth ~$156K and its CEO bought 23000 shares at $12.36 worth ~$284K.
• This food and animal safety company reported strong EPS upside on Tuesday, but it also offered some pretty significant revenue downside guidance for FY24 revs. With just one quarter left in the fiscal year, that portends a pretty weak Q4 (May) result.
• A little context would be helpful. 3M recently separated its food safety business which combined with Neogen in a Reverse Morris Trust transaction. This transaction has been completed, however, Neogen is now integrating the former 3M Food Safety business. Neogen says the resulting increase in volumes in its primary distribution facility, has created operational inefficiencies that Neogen continues to manage through.
• The good news is that Neogen believes these inefficiencies are temporary, but they are currently affecting order fulfilment rates and preventing Neogen from meeting end-market demand on a consistent basis.
• NEOG's recent slide pre-dates this earnings report, the stock was trading above $21 as recently as late December and is now around $12.50. These insider buys tell us that management sees value down here and it lends credence to management's view that it sees the 3M integration problems as temporary.

Insider Trading Fri 3/15/24

Notable purchases -- Executive Chairman adds to GEO; notable sales -- President/CEO active in WAB

Buyers:

• ANIX Chief Executive Officer bought 30,000 shares at $3.22 worth nearly $100K.
• COMM Director bought 149,427 shares at $1.58 - $1.60 worth ~$238K.
• CROX Director bought 1,972 shares at $126.725 - $126.77 worth ~$250K.
• GEO Executive Chairman bought 50,000 shares at $12.465 - $12.50 worth approx. $624K.
• TBRG 10% owner bought 328,814 shares at $8.75 - $10.00 worth ~$3.1 mln.

Sellers:

• ATKR VP, Chief HR Officer sold 6,500 shares at $176.00 - $176.22 worth approx. $1.1 mln.
• DFH 10% owner sold 50,000 shares at $37.70 - $41.72 worth more than $2 mln.
• MLM EVP, General Counsel and Secretary sold 10,000 shares at $602.13 - $604.08 worth ~$6.0 mln.
• WAB President and CEO sold 40219 shares at $140.50 - $141.00 worth ~$5.7 mln.

Insider Trading Tue 3/12/24

Notable purchases -- Chief R&D Officer adds to KDP; notable sales -- CBO active in RARE

Buyers:

• CRBP 10% owner Cormorant Asset Management bought 550,000 shares at $37.53 - $46.00 worth ~$23.3 mln.
• CSV Director bought 5,000 shares at $26.10 worth ~$131K.
• FGEN CEO bought 50,000 shares at $1.9094 worth ~$95K.
• HWBK Director bought 5,000 shares at $19.90 - $20.645 worth ~$102K.
• KDP Chief R&D Officer bought 4,075 shares at $29.11 worth ~$119K.
• MOFG CEO bought 4,447 shares at $22.4866 worth ~$100K.

Sellers:

• ATR Segment President and one (1) Director sold 5,500 shares combined worth ~$785K.
• LKFN EVP sold 5,247 shares at $66.75 worth ~$350K.
• MDC Director sold 6,200 shares at $62.69 worth ~$389K.
• RARE Chief Business Officer & EVP sold 11,509 shares at $49.92 - $50.06 worth ~$575K.
• USNA Executive Chairman and COO sold 16,251 shares combined at $48.98 - $49.16 worth ~$797K.

Insider Trading Fri 2/2/24

Notable purchases -- Buffett adds to LSXMA and LSXMK; notable sales -- Chairman/President active in WABC

Buyers:

• COLB Chief Strategy/Innovation Officer, Senior Executive VP, and one (1) Director bought 10,539 shares at $19.3241 - $20.59 worth ~$214K.
• LSXMA 10% owner Berkshire Hathaway's (BRK.A) Warren Buffett bought 799,629 shares of Series A Liberty SiriusXM Common Stock worth ~$24.3 mln.
• LSXMK 10% owner Berkshire Hathaway's Warren Buffett bought 1,028,053 shares of Series C Liberty SiriusXM Common Stock worth ~$31.2 mln.
• RBB Director bought 32,000 shares at $17.274 - $18.045 worth ~$562K.
• Director bought 2288 shares at $44.78 - $45.51 worth ~$103K.

Sellers:

• SLB President New Energy sold 20,045 shares at $48.765 worth ~$977K.
• WABC Chairman, President & CEO sold 26,272 shares at $46.78 - $49.00 worth ~$1.3 mln.

Insider Trading Tue 1/30/24

Notable purchases -- 10% owner adds to KALV; notable sales -- COO active in SSB

Buyers:

• FBK Director bought 14,808 shares at $24.77 - $29.61 worth ~$399K.
• KALV 10% owner bought 91,804 shares at $12.64 - $14.43 worth ~$1.3 mln.
• OPK Director bought 30,000 shares worth ~$30K.

Sellers:

• BFH 10% owner sold 45,000 shares at $35.11 - $36.23 worth ~$1.6 mln.
• CBU Director sold 3,501 shares at $48.76 worth ~$171K.
• SLB Chief Sustainability Officer sold 8,000 shares at $52.625 worth ~$421K.
• SSB Chief Operating Officer sold 4,025 shares at $85.62 worth ~$345K.

Other notable transactions:

• NFLX co-founder / executive chairman Reed Hastings gifted 2,000,000 shares of Netflix common stock worth more than $1.1 bln (based on yesterday's closing price). Hastings now owns owns approx. 2.99 mln shares.