Report
Jonathan Moreland
EUR 9.54 For Business Accounts Only

InsiderInsights Weekly Report: November 23, 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.

Angi Inc. Class A

ANGI Homeservices connects homeowners to home service professionals through its portfolio of digital home services brands. The company has two segments: North America (United States and Canada), which includes HomeAdvisor digital marketplace service (HomeAdvisor), Angie's List, its subsidiary, Handy Technologies, Inc. (Handy), mHelpDesk and HomeStars; and Europe, which includes Travaux, MyHammer, My Builder, Werkspot and Instapro. HomeAdvisor provides consumers with tools and resources to help them find local, pre-screened and customer-rated service professionals, as well as book appointments online. Handy connects individuals looking for household services with pre-screened service professionals.

BENITEC BIOPHARMA INC

Biodesix

BLACKROCK INNOVATION AND GROWTH TST

Capital Senior Living

CVR Partners LP

Digital Turbine

Digital Turbine, through its subsidiaries, delivers end-to-end platform solution for mobile operators, application developers, device original equipment manufacturers (OEMs), and other third parties. The company's advertising business is comprised of Operator and OEM, an advertiser solution for carrier and OEM inventory comprised of services including Ignite?, a software platform with targeted media delivery and management capabilities; and Other recurring and lifecycle products, features, and services delivered on the Ignite platform. The company has launched Ignite with mobile operators and OEMs in North America, Latin America, Europe, Asia Pacific, India and Israel.

DOUGLAS ELLIMAN INC

EATON VANCE INSD CALIF MUN BD FD

Eaton Vance New York Municipal Bond Fund

EMPIRE PETROLEUM CORP

Enphase Energy Inc.

Enphase Energy is a global energy technology company. The company designs, develops, manufactures and sells home energy solutions that connect energy generation, energy storage and control and communications management on one platform. The company's semiconductor-based microinverter converts energy at the individual solar module level and, combines with its proprietary networking and software technologies to provide energy monitoring and control. The Enphase Home Energy Solution with IQ consists of four primary components: Enphase microinverters, the AC Battery?, an Envoy gateway, and Enlighten cloud-based software.

Estee Lauder Companies Inc. Class A

Estee Lauder Companies is a manufacturer and marketer of skin care, makeup, fragrance and hair care products. The company's products are sold under a number of brand names including: Estee Lauder, Clinique, Origins, MzAzC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. The company is also the global licensee for fragrances, cosmetics and/or related products sold under various designer brand names. The company's products include skin care, makeup and related items such as compacts, brushes and other makeup tools, fragrance sold in various forms, hair care, and other ancillary products and services.

FG Financial Group, Inc.

FreightCar America Inc.

FreightCar America manufactures railcars and railcar components. The company designs and manufactures a variety of railcar types for transportation of bulk commodities and containerized freight products primarily in North America, including open top hoppers, covered hoppers, and gondolas along with intermodal and non-intermodal flat cars. The company's Manufacturing segment includes new railcar manufacturing, used railcar sales, railcar leasing and railcar rebuilds. The company's products and services include: VersaFlood Hopper Cars, Covered Hopper Cars, Dynastack Series, Steel Products Cars, Boxcars, Aluminum Coal Cars, Stainless Steel and Hybrid Stainless Steel/Aluminum Coal Cars, and Other Railcar Types.

Global Partners LP

Granit Skopke

GrowGeneration

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.

MEDALIST DIVERSIFIED REIT INC.

Medpace Holdings Inc.

Medpace Holdings is a holding company. Through its subsidiaries, the company is a clinical contract research organization focused on providing scientifically-driven outsourced clinical development services to the biotechnology, pharmaceutical and medical device industries. The company provides a range of services supporting the clinical development process from Phase I to Phase IV. The company provides these services across a range of therapeutic areas. The company's line of clinical development services includes, but is not limited to, study start-up, patient recruitment and retention, clinical monitoring, risk-based monitoring, medical writing, data management, pharmacovigilance, and molecular and genetic testing.

Merchants Bancorp

Merchants Bancorp is a bank holding company. The company operates several lines of business, including multi-family housing and servicing, mortgage warehouse financing, retail and correspondent residential mortgage banking, agricultural lending and traditional community banking. The company's business segments are defined as multi-family mortgage banking, mortgage warehousing, and banking. The company's banking segment includes retail banking, commercial lending, agricultural lending, and retail and correspondent residential mortgage banking, and Small Business Administration lending.

ModivCare Inc

Motorcar Parts of America Inc.

Motorcar Parts of America is a supplier of automotive aftermarket non-discretionary replacement parts and diagnostic equipment. The company's non-discretionary replacement parts are sold to automotive retail chain stores and warehouse distributors throughout North America and to main automobile manufacturers for both their aftermarket programs and warranty replacement programs. The company's hard parts portfolio includes: rotating electrical products such as alternators and starters, wheel hub assemblies and bearings, and brake master cylinders. The company's diagnostic equipment portfolio includes: bench top alternator and starter testing, production alternator and starter, and alternator and starter endurance.

New Mountain Finance Corporation

New Mountain Finance is a closed-end, non-diversified management investment company that is engaged in the sourcing and origination of debt securities at various levels of the capital structure, including first and second lien debt, notes, bonds and mezzanine securities. In some cases, the company's investments may also include equity interests. The company makes investments through both primary originations and open-market secondary purchases.

NEXGEL 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.

Oscar Health

PACIFIC CITY FINANCIAL CORP

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.

PIONEER MUN HIGH INCOME OPPORTUNITIES FD INC

Pioneer Municipal High Income Advantage Trust

Pioneer Municipal High Income Trust

Pioneer Power Solutions

Pioneer Power Solutions manufactures, sells and services a range of electrical transmission, distribution and on-site power generation equipment for applications in the utility, industrial, commercial and backup power markets. The company's key products and services include electrical transformers and engine-generator sets and controls. The company has two reportable segments: Transmission & Distribution Solutions, which provides equipment solutions that assist customers manage their electrical power distribution systems to desired specifications; and Critical Power Solutions, which provides customers with power generation equipment and data collection and monitoring platform during times of emergency.

Prospect Capital Corporation

Prospect Capital is a financial services company that primarily lends to and invests in middle market privately-held companies. The company is a closed-end investment company. The company's investment objective is to generate both income and long-term capital appreciation through debt and equity investments. The company invests primarily in senior and subordinated debt and equity of private companies in need of capital for acquisitions, divestitures, growth, development, recapitalizations and other purposes.

RE/MAX Holdings Inc.

Re/Max Holdings is a holding company. The company's only business is to act as the sole manager of RMCO, LLC. The company is a franchisor in the real estate industry, franchising real estate brokerages globally under the RE/MAX (RE/MAX) brand, and mortgage brokerages within the U.S. under the Motto Mortgage (Motto) brand. RE/MAX and Motto are fully franchised - the company does not own any of the brokerages that operate under these brands. All of the RE/MAX branded brokerage office locations are being operated by franchisees. The company operates under the following three segments: RE/MAX Franchising, Motto Franchising and booj.

RUNWAY GROWTH FINANCE CORP

Savara

Savara is an orphan lung disease company. The company's drug development pipeline comprises Molgradex, an inhaled granulocyte-macrophage colony-stimulating factor in development for pulmonary alveolar proteinosis and in development for nontuberculous mycobacterial lung infection; and AeroVanc, an inhaled vancomycin for treatment of persistent methicillin-resistant Staphylococcus aureus lung infection in individuals living with cystic fibrosis.

Sleep Number Corporation

Sleep Number is a designer, manufacturer, marketer, retailer and servicer of Sleep Number beds. The company provides its customers individualized sleep solutions and services, including a line of Sleep Number beds, bases and bedding accessories. The company's Sleep Number 360 smart bed provides individualized comfort that is adjustable on each side of the bed. The company also provides a line of FlexFit? smart adjustable bases that allow customers to raise the head or foot of the bed. The SleepIQ Kids? k2 bed extends its technology to the children's mattress market. The company's Sleep Number? bedding collection features a line of sleep products. The company provides temperature-balancing products including the DualTemp? layer.

Sunnova Energy International

Sunnova Energy International is a residential solar and energy storage service provider. The company offers solar battery storage units, as well as maintenance, monitoring, and management services. The company serves customers in the United States and Northern Mariana Islands.

The Gabelli Healthcare & WellnessRx Trust

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.

WK KELLOGG CO

WOLFSPEED INC

ZETA GLOBAL HLDGS CORP

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Analysts
Jonathan Moreland

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