Report
Jonathan Moreland
EUR 9.54 For Business Accounts Only

InsiderInsights Weekly Report: June 15, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process
Underlyings
Aclaris Therapeutics Inc.

Aclaris Therapeutics is a physician-led biopharmaceutical company focused on dermatological and immuno-inflammatory diseases. The company's commercial product, ESKATA (hydrogen peroxide) topical solution, 40% (w/w), or ESKATA, is a proprietary formulation of high-concentration hydrogen peroxide topical solution for raised seborrheic keratosis, a common non-malignant skin tumor. The company has acquired RHOFADE (oxymetazoline hydrochloride) cream, 1%, or RHOFADE, which includes a license to certain intellectual property for RHOFADE, from Allergan Sales, LLC. RHOFADE has been approved for the topical treatment of persistent facial erythema (redness) associated with rosacea in adults.

AllianceBernstein National Municipal Income Fund

ALSET INC.

Anixa Biosciences

Anixa Biosciences is a biotechnology company focused on using the body's immune system to diagnose, treat and prevent cancer. The company's subsidiary, Anixa Diagnostics Corporation, develops Cchek?, a platform for non-invasive blood tests for the early detection of cancer. The company's subsidiary, Certainty Therapeutics, Inc., develops immuno-therapy drugs against cancer. The company has focused on the development of a treatment for ovarian cancer. The company is also engaged in limited patent licensing activities in the area of encrypted audio/video conference calling.

Barnes & Noble Education Inc.

Barnes & Noble Education is a contract operator of physical and virtual bookstores for college and university campuses and K-12 institutions. The company is also a textbook wholesaler, inventory management hardware and software provider, and a provider of digital education solutions. The company's segments are: Retail, which provides a range of course materials, including new and used print and digital textbooks; Wholesale, which provides a selection of new and used textbooks as well as sells hardware and a software suite of applications that provides inventory management and point-of-sale solutions; and DSS, which includes direct-to-student product and service to assist students to study.

BEYON 3D LTD

Boston Omaha

Boston Omaha is engaged in outdoor billboard advertising and surety insurance and related brokerage businesses. In addition, the company holds minority investments in commercial real estate management and brokerage services, a bank focused on servicing the automotive loan market, and a homebuilding company with operations located primarily in the southeast United States.

BURKE & HERBERT BANK & TR/VA

Capital Senior Living

CCFNB BANCORP INC

Citi Trends Inc.

Citi Trends is a retailer of fashion apparel and accessories for the entire family. The company also provides a variety of products from less recognized brands and a lesser amount representing private label products under its brands. The company's merchandise includes apparel, accessories and home. Within apparel, the company provides fashion sportswear for men, women and children, including offerings for newborns, infants, toddlers, boys and girls. Accessories include handbags, jewelry, footwear, belts, intimate apparel, scrubs and sleepwear. Home includes functional bedroom, bathroom and kitchen products, as well as beauty and toys.

Cliffs Natural Resources Inc.

Custom Truck One Source, Inc.

Fathom Holdings

First Mining Gold

First Mining Gold is a mineral property holding company whose principal business activity is to acquire and hold mineral assets with a focus in the Americas. Co. holds a portfolio of 18 mineral assets in Mexico and the United States with a focus on gold.

FORTREA HOLDINGS INC.

Fresh Tracks Therapeutics, Inc.

Gabelli Natural Resources, Gold and Income Trust

Global Partners LP

Golub Capital BDC Inc.

Golub Capital BDC is registered as an externally managed, closed-end, non-diversified management investment company. The company makes investments primarily in one stop (a loan that combines characteristics of first lien senior secured loans and second lien or subordinated loans) and other senior secured loans of middle-market companies that are, in most cases, sponsored by private equity firms. The company's investment objective is to generate existing income and capital appreciation by investing primarily in one stop and other senior secured loans of United States middle-market companies.

Grown Rogue International Inc.

Hawkins Inc.

Hawkins distributes, blends and manufactures chemicals and ingredients for its customers. The company's segments are: Industrial, which provides industrial chemicals, products and services to industries such as agriculture, chemical processing, and plating; Water Treatment, which provides chemicals, equipment and solutions for potable water, municipal and industrial wastewater, industrial process water and non-residential swimming pool water; and Health and Nutrition, which provides ingredient distribution, processing and formulation solutions to manufacturers of nutraceutical, functional food and beverage, personal care, dietary supplement and other nutritional food, health and wellness products.

Heartland Express Inc.

Heartland Express is a holding company. Through its subsidiaries, the company is engaged as a short-to-medium haul truckload carrier. The company primarily provides asset-based dry van truckload service for shippers from Washington to Florida and New England to California. The company also provides temperature-controlled truckload services, which are not significant to its operations. The company operates terminal facilities throughout the contiguous United States in addition to its terminal and corporate headquarters in North Liberty, IA.

ICC Holdings

ICC Holdings is a holding company. Through its subsidiaries, the company is a specialty insurance carrier primarily underwriting commercial multi-peril, liquor liability, workers' compensation, and umbrella liability coverages for the food and beverage industry through its subsidiary insurance company, Illinois Casualty Company. The company primarily markets its products through a network of independent agents in Colorado, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Ohio, Pennsylvania, and Wisconsin.

Kronos Bio

Massmutual Corporate Investors

MasterCraft Boat Holdings

MasterCraft Boat Holdings is a holding company. Through its subsidiaries, the company is a designer, manufacturer, and marketer of recreational powerboats sold under MasterCraft, NauticStar, Crest, and Aviara brands. The company's segments include: MasterCraft, which produces MasterCraft and Aviara boats for water skiing, wakeboarding, wake surfing, and general recreational boating; NauticStar, which produces boats for saltwater fishing and general recreational boating; and Crest, which produces pontoon boats which are primarily used for general recreational boating. In addition, the company provides various accessories, including trailers and aftermarket parts.

Maxcyte Inc

MaxCyte is a developer and supplier of proprietary electroporation technology to biotechnology and pharmaceutical firms engaged in cell therapy, including gene editing and immuno-oncology and in drug discovery and development and biomanufacturing. Co. licenses its instruments and technology and sells its consumables to developers of cell therapies. Co. also sells and licenses its instruments and sells its consumables to pharmaceutical and biotechnology companies for use in drug discovery and development and biomanufacturing. Co. is also developing CARMA, a CAR-based cell therapy targeting solid and liquid cancers, through internal research and collaborations with academic institutions.

National Storage Affiliates Trust

National Storage Affiliates Trust is a self-administered and self-managed real estate investment trust focused on the self storage sector. The company serves as the sole general partner of its operating partnership subsidiary, NSA OP, LP (operating partnership), to conduct its business, which is focused on the ownership, operation, and acquisition of self storage properties located within metropolitan statistical areas throughout the U.S. The company also owns certain of its self storage properties through other consolidated limited partnership subsidiaries of its operating partnership.

Northfield Bancorp Inc.

Northfield Bancorp is a savings and loan holding company. Through its subsidiary, Northfield Bank (the Bank), the company's business includes originating multifamily and other commercial real estate loans, purchasing investment securities, including mortgage-backed securities and corporate bonds, and, to a lesser extent, depositing funds in other financial institutions. The Bank also provides construction and land loans, commercial and industrial loans, and home equity loans and lines of credit, and purchases loan participations and pools of loans. The Bank provides a range of deposit accounts, including certificates of deposit, passbook, statement, and money market savings accounts, among others.

Nuvation Bio Inc (A)

NUZEE INC.

Occidental Petroleum Corporation

Occidental Petroleum has three reporting segments: oil and gas, which explores for, develops and produces oil and condensate, natural gas liquids (NGL) and natural gas; chemical, which mainly manufactures and markets basic chemicals (chlorine, caustic soda, chlorinated organics, potassium chemicals, ethylene dichloride, chlorinated isocyanurates, sodium silicates and calcium chloride) and vinyls (vinyl chloride monomer, polyvinyl chloride and ethylene); and marketing and midstream, which purchases, markets, gathers, processes, transports and stores oil, condensate, NGL, natural gas, carbon dioxide and power.

OFFERPAD SOLUTIONS INC

Old Point Financial Corp.

Old Point Financial is a bank holding company that conducts its operations through two subsidiaries, The Old Point National Bank of Phoebus (the Bank) and Old Point Trust & Financial Services, N.A. (Trust). The Bank provides a range of deposit and loan products to its retail and commercial customers, including mortgage loan products provided through its Old Point Mortgage LLC division. An array of insurance products is also provided through Old Point Insurance, LLC. Trust provides products and services including retirement planning, estate planning, financial planning, estate and trust administration, retirement plan administration, tax services and investment management services.

PBF Energy Inc. Class A

PBF Energy is a holding company. Through its subsidiaries, the company is engaged as an independent petroleum refiner and supplier of unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants and other petroleum products in the U.S. The company operates in two business segments: refining, which the company produces a variety of products at each of its refineries such as gasoline, ultra-low-sulfur diesel, heating oil, jet fuel, lubricants, petrochemicals and asphalt; and logistics, which through its PBF Logistics LP subsidiary, the company owns or leases, operates, develops and acquires crude oil and refined petroleum products terminals, pipelines, storage facilities and similar logistics assets.

Pebblebrook Hotel Trust

Pebblebrook Hotel Trust is an internally managed hotel investment company. Substantially all of the company's assets are held by, and all of the operations are conducted through its Operating Partnership, Pebblebrook Hotel, L.P. The company is engaged in acquisition and investment in hotel properties located primarily in U.S. cities, including Atlanta, Boston, Chicago, Key West, Los Angeles, Miami, Nashville, Naples, New York, Philadelphia, Portland, Santa Monica, San Diego, San Francisco, Seattle and Washington, D.C., with a focus on main gateway urban markets. The company targets investments in resort properties located near its primary target markets, as well as in select destination resort markets.

PERASO INC.

Perspective Therapeutics, Inc.

PYXUS INTERNATIONAL INC

Red River Bancshares

Red River Bancshares is a bank holding company. Through its subsidiary, Red River Bank, the company provides a variety of loans, including commercial lines of credit; working capital loans; commercial real estate-backed loans (including loans secured by owner occupied commercial properties); term loans; equipment financing; acquisition, expansion, and development loans; borrowing base loans; real estate construction loans; homebuilder loans; letters of credit; and other loan products to small and medium-sized businesses, real estate developers, mortgage lenders, manufacturing and industrial companies, and other businesses. The company also provides various consumer loans to individuals and professionals.

Shenandoah Telecommunications Company

Shenandoah Telecommunications provide wireless personal communications service under the Sprint brand, and telephone service, cable television, unregulated communications equipment sales and services, and internet access under the Shentel brand. The company's reportable segments include: Wireless, which provides personal communications services through a digital wireless telephone and data network; Cable, which video, internet and voice services to customers in franchise areas, and leases fiber optic facilities throughout its service area; and Wireline, which provides regulated and unregulated voice services, internet broadband, long distance access services, and leases fiber optic facilities.

STEEL CONNECT INC

Tekla Life Sciences Investors

Tile Shop Holdings Inc.

Tile Shop Holdings is a holding company. Through its subsidiaries, the company is a retailer of natural stone and man-made tiles, setting and maintenance materials, and related accessories in the U.S. The company provides a range of natural stone and man-made tile products, sourced directly from its suppliers. Natural stone products include marble, travertine, granite, quartz, sandstone, slate, and onyx tiles. Man-made products include ceramic, porcelain, glass, cement, wood look, and metal tiles. The company's accessories, including trim pieces, mosaics, pencils, listellos, and other products. The company also provides a range of setting and maintenance materials, such as thinset, grout, sealers, and accessories.

TREACE MED CONCEPTS INC

UNITED HOMES GROUP INC

United Security Bancshare

United Security Bancshares is a bank holding company. Through its bank subsidiary, United Security Bank, the company provides commercial banking services to the business and community and individuals, including deposit instruments such as personal and business checking accounts and savings accounts, and interest-bearing negotiable order of withdrawal accounts. The company also provides lending activities, including real estate mortgage, commercial and industrial, and real estate construction. In addition, the company provides services to commercial customers and account holders, including online banking, mobile banking, safe deposit boxes, interactive teller machine services, and automated teller machine services.

VoIP PAL.com Inc.

Whitestone REIT

Whitestone REIT is an internally managed real estate investment trust engaged in owning and operating commercial properties in various markets in metropolitan areas. Substantially all of the company's business is conducted through its operating partnership, Whitestone REIT Operating Partnership, L.P. The company owns commercial properties in Houston, Dallas-Fort Worth, San Antonio, Austin, Scottsdale and Phoenix, AZ metropolitan areas, and Buffalo Grove, IL, a suburb of Chicago.

Zillow Group Inc. Class C

Zillow Group operates real estate and home-related brands on mobile and the web which focus on all stages of the home lifecycle: renting, buying, selling and financing. The company's portfolio of consumer brands includes Zillow, Trulia, Mortgage Lenders of America, StreetEasy, HotPads, Naked Apartments, RealEstate.com and Out East. The company operates a number of business brands for real estate, rental and mortgage personnel. The company provides advertising products and services for real estate, rental, and mortgage personnel that enable them to create and promote content for consumers. In addition, the company provides consumers with information products and services to enable them to make decisions about homes.

Zomedica Pharmaceuticals Corp

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Analysts
Jonathan Moreland

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