Report
Jonathan Moreland
EUR 9.33 For Business Accounts Only

InsiderInsights Weekly Report: August 12, 2023

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
AbCellera Biologics

Advantage Solutions Inc (A)

Aspen Aerogels

Aspen Aerogels is an aerogel technology company that designs, develops and manufactures aerogel insulation used primarily in the energy infrastructure and building materials markets. The company also conducts research and development related to aerogel technology. The company's product lines include: Pyrogel XT-E, which is designed for use in refineries and petrochemical facilities; Pyrogel XTF, which is designed to provide protection against fire; Cryogel Z, which is designed for sub-ambient and cryogenic applications in the energy infrastructure market; and Spaceloft Subsea, which is designed for use in pipe-in-pipe applications in offshore oil production.

Avadel Pharmaceuticals ADS

BioLife Solutions Inc

BioLife Solutions develops, manufactures and markets biopreservation tools for cells and tissues. The company's product offerings include proprietary hypothermic storage and cryopreservation freeze media products for cells, tissues, and organs; generic blood stem cell freezing and cell thawing media products; and custom product formulation and custom packaging services. The company's clinical grade HypoThermosol? FRS and CryoStor? biopreservation media products are marketed to the regenerative medicine, biobanking, and drug discovery markets. The company's customers include cell and gene therapy companies, research institutions, hospital-based stem cell transplant centers, and pharmaceutical companies.

Byline Bancorp

Byline Bancorp is a bank holding company. Through its subsidiary, Byline Bank, the company provides banking products and services to small and medium sized businesses, commercial real estate and financial sponsors and to consumers. In addition to its commercial banking business, the company provides small ticket equipment leasing solutions through Byline Financial Group, a wholly-owned subsidiary of Byline Bank. The company participates in U.S. government guaranteed lending programs and originates U.S. government guaranteed loans. The variety of deposit products the company provides include non-interest bearing accounts, money market demand accounts, savings accounts, interest-bearing checking accounts and time deposits.

Citizens Inc. Cl A

Citizens is an insurance holding company. Through its insurance subsidiaries, the company provides insurance products. The company's main insurance operations include: U.S. Dollar-denominated ordinary whole life insurance and endowment policies mainly sold to foreign residents, located principally in Latin America and the Pacific Rim; ordinary whole life insurance policies to middle income households focused on the Midwest, Mountain West and southern U.S.; and final expense and limited liability property policies to middle and lower income households in Louisiana, Mississippi and Arkansas. The company has two segments: Life Insurance and Home Service Insurance. The company also has Other Non-Insurance Operations.

ClearBridge Energy MLP Opportunity Fund Inc.

Compass Diversified Holdings

Compass Diversified Holdings is a statutory trust that acquires and manages a group of small and middle-market businesses. The company's businesses include: branded consumer businesses, which includes its subsidiary, 5.11 ABR Corp., that provides purpose-built tactical apparel and gear for law enforcement, firefighters, EMS, and military special operations as well as outdoor and adventure enthusiasts; and niche industrial businesses, which includes its subsidiary, Foam Fabricators Inc., that designs and manufactures custom molded protective foam solutions and original equipment manufacturer components made from expanded polystyrene and other expanded polymers.

Crocs Inc.

Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear and accessories for men, women, and children. The company provides a variety of footwear products including sandals, flips and slides, which the company collectively refer to as sandals, shoes, and boots. The majority of shoes within the company's collection contains Croslite? material. The company's wholesale channel includes domestic and international multi-brand retailers, e-tailers, and distributors; the company's retail channel consists of company-operated stores; and the company's e-commerce channel includes company-operated e-commerce sites and third-party marketplaces.

CVB Financial Corp.

CVB Financial is a bank holding company. Through its subsidiary, Citizens Business Bank (the Bank), the company's primary operations are related to banking activities. This includes the acceptance of deposits and the lending and investing of money through the operations of the Bank. The company provides a range of bank deposit instruments including checking, savings, money market and time certificates of deposit for both business and personal accounts. The company also serves as a federal tax depository for its business customers. The company provides a range of lending products, including commercial, agribusiness, consumer, small business administration loans, real estate loans and equipment and vehicle leasing.

Enterprise Products Partners L.P.

Enterprise Products Partners is a provider of midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals and refined products. The company's midstream energy operations include: natural gas gathering, treating, processing, transportation and storage; NGL transportation, fractionation, storage, and export and import terminals; crude oil gathering, transportation, storage, and export and import terminals; petrochemical and refined products transportation, storage, export and import terminals, and related services; and a marine transportation business that operates primarily on the U.S. inland and Intracoastal Waterway systems.

EQUITY BANCSHARES

Equity Bancshares is a bank holding company. Through its subsidiary, Equity Bank, the company provides a range of financial services primarily to businesses and business owners as well as individuals. The company provides a variety of loans, including commercial and industrial, commercial real estate-backed loans, commercial lines of credit, working capital loans, term loans, equipment financing, acquisition, expansion and development loans, borrowing base loans, real estate construction loans, homebuilder loans, agricultural, government guaranteed loans, letters of credit and other loan products to national and regional companies, real estate developers, agribusiness companies and other businesses.

FB Financial Corporation

FB Financial is a bank holding company. Through its bank subsidiary, FirstBank (the Bank), the company is engaged in providing a suite of commercial and consumer banking services to clients. The company's commercial lending products include working capital lines of credit, equipment loans, owner-occupied and non-owner-occupied real estate construction loans, mini-perm real estate term loans, and cash flow loans to a mix of clients, including small and medium sized businesses. The company's consumer lending products include first and second residential mortgage loans, home equity lines of credit and consumer installment loans to purchase cars, boats and other recreational vehicles.

Hamilton Beach Brands Holding Company

Hamilton Beach Brands Holding is a holding company. The company operates through its subsidiaries, Hamilton Beach Brands, Inc. (HBB) and The Kitchen Collection, LLC (KC), in the consumer, commercial and small appliances and specialty retail markets. HBB designs, markets and distributes a range of branded, small electric household and specialty housewares small appliances, including, but not limited to, blenders, can openers, coffeemakers, food processors, indoor electric grills, irons, mixers, slow cookers, toasters and toaster ovens. KC is a national specialty retailer of kitchenware. KC retail stores sell kitchenware from a number of name-brands, including Hamilton Beach? and Proctor Silex?.

Marriott Vacations Worldwide Corporation

Marriott Vacations Worldwide is a vacation company that provides vacation ownership, exchange, rental and resort and property management, along with related businesses, products and services. The company's reportable segments are; Vacation Ownership, which develops, markets, sells, rents and manages vacation ownership and related products under its licensed brands; and Exchange and Third-Party Management, which includes exchange networks and membership programs comprised of exchange, getaways, interval gold and interval platinum, club interval, sales and marketing support for interval international network resorts, and operational support for interval international network resorts.

Merrimack Pharmaceuticals Inc

Mid-America Apartment Communities Inc.

Mid-America Apartment Communities is a multifamily-focused, self-administered and self-managed real estate investment trust. The company owns, operates, acquires and develops apartment communities located in the Southeast, Southwest and Mid-Atlantic regions of the United States. The company maintains full or partial ownership of apartment communities and commercial properties across 16 states and the District of Columbia. The company's business is conducted principally through Mid-America Apartments, L.P., in which the company is the sole general partner.

ModivCare Inc

OneWater Marine

OneWater Marine operates as a recreational boat retailer in the United States. The company offers new and pre-owned recreational boats and yachts, as well as related marine products, such as parts and accessories. The company also provides boat repair and maintenance services; arranges boat financing and insurance; and other ancillary services, including indoor and outdoor storage, and marina, as well as rental of boats and personal watercraft. As of Sept. 30, 2019, the company operated 63 stores comprising 21 dealer groups in 11 states.

OPKO Health Inc.

Opko Health is a healthcare company. The company manages two segments: Diagnostics, which provides laboratory testing services utilized by healthcare providers in the detection, diagnosis, evaluation, monitoring, and treatment of diseases, including esoteric testing, molecular diagnostics, anatomical pathology, genetics, women's health and correctional healthcare; and Pharmaceutical, which includes Rayaldee for the treatment of secondary hyperparathyroidism in adults with chronic kidney disease (CKD) and vitamin D insufficiency, and Alpharen (Fermagate Tablets) for the treatment of hyperphosphatemia in CKD patients requiring regular hemodialysis.

PACIFIC CITY FINANCIAL CORP

PIMCO Energy & Tactical Credit Opportunities Fund

Provident Bancorp Inc

Provident Bancorp is a bank holding company. Through its subsidiary, The Provident Bank, the company operates as a community bank. The company's lending activities include the provision of commercial real estate loans, multi-family residential real estate loans, commercial business loans, construction and land development loans, one- to four-family residential loans, home equity loans and lines of credit, and consumer loans. The company also accepts deposits through the provision of deposit instruments, including noninterest-bearing demand deposits (such as checking accounts), interest-bearing demand accounts (such as Negotiable Order of Withdrawal and money market accounts), and certificates of deposit.

Ritchie Bros Auctioneers Inc.

Rocky Mountain Chocolate Factory Inc.

Rocky Mountain Chocolate Factory is a holding company. Through its subsidiaries, the company is an international franchisor, confectionery manufacturer and retail operator. The company manufactures chocolate candies and other confectionery products. The company's wholly-owned subsidiary, U-Swirl International, Inc. (U-Swirl), franchises and operates self-serve frozen yogurt cafes. The company also sells its candy in selected locations outside of its system of retail stores and license the use of its brand with certain consumer products. U-Swirl operates self-serve frozen yogurt cafes under the names U-Swirl, Yogurtini, CherryBerry, Yogli Mogli Frozen Yogurt, Fuzzy Peach Frozen Yogurt, Let's Yo! and Aspen Leaf Yogurt.

Rogers Corporation

Rogers designs, develops, manufactures and sells engineered materials and components. The company's segments are: Advanced Connectivity Solutions, which designs, develops, manufactures and sells circuit materials and solutions enabling connectivity for applications in wireless infrastructure, automotive, aerospace and defense, connected devices, and wired infrastructure; Elastomeric Material Solutions, which designs, develops, manufactures and sells engineered material solutions such as polyurethane and silicone materials used in cushioning; and Power Electronics Solutions, which designs, develops, manufactures and sells ceramic substrate materials, busbars and cooling solutions.

Saul Centers Inc.

Saul Centers operates as a real estate investment trust. The company, which conducts its activities through its subsidiaries, the Saul Holdings Limited Partnership and two subsidiary limited partnerships, engages in the ownership, operation, management, leasing, acquisition, renovation, expansion, development and financing of community and neighborhood shopping centers and mixed-used properties, primarily in the Washington, DC/Baltimore metropolitan area. The company's properties consist of shopping center properties, mixed-use properties, which are comprised of office, retail and multi-family residential uses and development properties.

Super Micro Computer, Inc.

The Shyft Group Inc

Tidewater Inc

Tidewater provides offshore marine support and transportation services to the global offshore energy industry through the operation of a fleet of marine service vessels. The company's vessels and associated vessel services provide support of several phases of offshore oil and natural gas exploration, field development and production. These services include towing of, and anchor handling for, mobile offshore drilling units; transporting supplies and personnel necessary to sustain drilling, workover and production activities; offshore construction and seismic and subsea support; and a variety of services such as pipe and cable laying.

VISTAGEN THERAPEUTICS INC

Westlake Chemical Partners LP

Zebra Technologies Corporation Class A

Zebra Technologies designs, manufactures, and sells a range of automatic identification and data capture products, including: mobile computers, barcode scanners and imagers, radio frequency identification devices (RFID) readers, printers for barcode labeling and personal identification, real-time location systems, related accessories and supplies, such as labels and other consumables, and software utilities and applications. The company has two segments: Asset Intelligence and Tracking, which includes barcode and card printing, supplies, services, location solutions, and retail solutions; and Enterprise Visibility and Mobility, which includes mobile computing, data capture, RFID, and services.

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Analysts
Jonathan Moreland

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