Report
Jonathan Moreland
EUR 9.27 For Business Accounts Only

InsiderInsights Weekly Report: August 5, 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
Acacia Research Corp. - Acacia Technologies

Acacia Research invests in intellectual property, and related absolute return assets and engages in the licensing and enforcement of patented technologies. The company partners with inventors and patent owners, from small entities to large corporations, applying its legal and technology capabilities to patent assets to unlock the financial value in their patented inventions. The company is an intermediary in the patent marketplace. The company has partnered with patent owners, including individual inventors, universities, small companies and large multi-national corporations in a variety of technology sectors.

Acumen Pharmaceuticals, Inc.

Agree Realty Corporation

Agree Realty is an integrated real estate investment trust primarily focused on the ownership, acquisition, development and management of retail properties net leased to tenants. The company's assets are held by, and all of its operations are conducted through, directly or indirectly, Agree Limited Partnership, of which the company is the sole general partner and in which it holds a majority interest.

Aqua Metals Inc

Aqua Metals is engaged in the business of recycling lead through a proprietary and patent-pending process that the company developed and named AquaRefining. AquaRefining uses an aqueous solvent and an electro-chemical process to produce lead suitable for use in lead acid battery (LAB) production. The company's AquaRefining process has two key elements. The first is the company's use of a proprietary, non-toxic solvent that dissolves lead compounds. The second is a proprietary electro-chemical process and electrolyzer that converts the dissolved lead compounds into high purity lead suitable for use in LAB production. The company's AquaRefining process can generate lead and lead-based products, and recovered plastic chips.

Aspira Women's Health Inc.

ClearBridge Energy MLP Opportunity Fund Inc.

CNA Financial Corporation

CNA Financial is an insurance holding company. The company's property and casualty and remaining life and group insurance operations are primarily conducted by its subsidiaries. The company's insurance products primarily include commercial property and casualty coverages, including surety. The company's services include warranty, risk management information services and claims administration. The company's commercial property and casualty underwriting operations in the United States consists of field underwriting locations and centralized processing operations which handle policy processing, billing and collection activities and also act as call centers to support service.

Container Store Group, Inc.

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.

Culp Inc.

Culp operates three segments: mattress fabrics, which markets primarily knitted and woven fabrics, as well as sewn covers made from those fabrics, which are used in the production of bedding products; upholstery fabrics, which markets a variety of fabric products that are used principally in the production of residential and commercial upholstered furniture, as well as window treatment products and installation services for customers in the hospitality and commercial industries; and home accessories, which markets a variety of bedding accessories and home goods directly to consumers and businesses through global e-commerce and business-to-business sales channels.

Cyclo Therapeutics

Eaton Vance New York Municipal Bond Fund

Exxon Mobil Corporation

Exxon Mobil operates or markets products in United States and other countries through its divisions and affiliated companies. The company's business involves exploration for, and production of, crude oil and natural gas and manufacture, trade, transport and sale of crude oil, natural gas, petroleum products, petrochemicals and other products. In United States, the company's development activities are focused on the onshore United States, in the Permian Basin of West Texas and New Mexico and the Bakken oil play in North Dakota. Gas development activities are also focused on the Marcellus Shale of Pennsylvania and West Virginia, the Utica Shale of Ohio and the Haynesville Shale of East Texas and Louisiana.

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.

First Financial Bankshares Inc

First Financial Bankshares is a financial holding company. Through its subsidiaries, the company conducts commercial banking business. The company's banking centers are located primarily in Central, North Central, Southeast and West Texas. Each of the company's bank regions provides general commercial banking services, which include accepting and holding checking, savings and time deposits, making loans, automated teller machines, drive-in and night deposit services, safe deposit facilities, remote deposit capture, internet banking, mobile banking, payroll cards, transmitting funds, and performing other customary commercial banking services.

Graco Inc.

Graco is a manufacturing company. The company designs, manufactures and markets systems and equipment used to move, measure, control, dispense and spray fluid and powder materials. The company classifies its business into three segments: Industrial, which includes its Industrial Products and Applied Fluid Technologies divisions and markets equipment and solutions for moving and applying paints, coatings, sealants, adhesives and other fluids; Process, which includes its Process, Oil and Natural Gas, and Lubrication divisions and markets pumps, valves, meters and accessories; and Contractor, which markets sprayers for architectural coatings for painting, corrosion control, texture and line striping.

Guaranty Bancshares Inc.

Guaranty Bancshares is a bank holding company. Through its subsidiary, the company provides a variety of loans, including commercial lines of credit, working capital loans, commercial real estate-backed loans, 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. The company provides a range of deposit products and services, including a variety of checking and savings accounts, certificates of deposit, money market accounts, debit cards, remote deposit capture, online banking, mobile banking, e-Statements, bank-by-mail and direct deposit services.

Heron Therapeutics Inc

Heron Therapeutics is a commercial-stage biotechnology company. The company is developing patient-focused solutions that apply its science and technologies to already approved pharmacological agents for patients suffering from cancer or pain. The company develops SUSTOL for the prevention of acute and delayed nausea and vomiting associated with initial and repeat courses of moderately emetogenic chemotherapy (MEC) or anthracycline and cyclophosphamide combination chemotherapy regimens. The company's second commercial product, CINVANTI, is indicated for the prevention of acute and delayed nausea and vomiting associated with of highly emetogenic cancer chemotherapy and nausea and vomiting associated with MEC.

HighPeak Energy Inc (A)

Industrial Logistics

Industrial Logistics Properties is a real estate investment trust. The company owns and leases industrial and logistics properties throughout the United States.

Inozyme Pharma

Intel Corporation

Intel is a data-centric company. The company's operating segments are: Data Center Group, which develops platforms for compute, storage, and network functions; Internet of Things Group, which facilitates its customers creating, storing, and processing data; Mobileye, which provides assistance and automation solutions; Non-Volatile Memory Solutions Group, which provides memory and storage products based on Intel? Optane? technology and Intel? 3D NAND technology; Programmable Solutions Group, which provides programmable semiconductors; and Client Computing Group, which connects people to data, allowing each person to focus, create, and engage in ways that unlock their individual potential.

JANUX THERAPEUTICS INC

LivePerson Inc.

LivePerson is a cloud computing or software-as-a-service provider of solutions on a hosted basis. The company is organized into two operating segments: Business and Consumer. The Business segment enables brands to utilize the company's LiveEngage's engine to connect with consumers through an integrated suite of mobile and online business messaging technologies. The Consumer segment facilitates online transactions between independent service providers and individual consumers seeking information and knowledge for a fee via mobile and online messaging. The company's products and services include: LiveEngage, Professional Services and Consumer Offering.

MFS HIGH YIELD MUNICIPAL TRUST

Molecular Templates, Inc.

Northern Technologies International

Northern Technologies International develops and markets proprietary products and services either directly or via a network of subsidiaries, joint ventures, independent distributors, and agents. The company's primary business is corrosion prevention marketed mainly under the ZERUST? brand. The company sells its proprietary ZERUST? products and services to the automotive, electronics, electrical, mechanical, military and retail consumer markets, and the oil and gas industry. The company also markets and sells a portfolio of bio-based and certified compostable (fully biodegradable) polymer resin compounds and finished products under the Natur-Tec? brand.

Paysign Inc

Paysign is a vertically integrated provider of prepaid card programs and processing services for corporate, consumer and government applications. The company markets its prepaid card solutions under its PaySign brand. The company provides a card processing platform consisting of proprietary systems and software applications. Through its proprietary PaySign platform, the company provides a variety of services including transaction processing, cardholder enrollment, value loading, cardholder account management, reporting, and customer service. The company has developed prepaid card programs for corporate incentive and rewards including, but not limited to, consumer rebates and rewards, and donor compensation.

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.

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.

RXSIGHT INC

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.

Snap Inc. Class A

Snap is a camera company. The company's primary product, Snapchat, is a camera application that helps people to communicate visually through short videos and images called Snaps. The company's products are: Camera, which includes tools for people to personalize their Snaps; Chat, which includes interacting with friends on Snapchat; Discover, which includes providing Stories and Shows from publishers, creators, and the community; Snap Map, which shows a live map of the user's location; Memories, which enables users to save the Snaps they create in a personal collection called Memories; and Spectacles, which includes creating Memories by using Spectacles, which are the company's sunglasses that make Snaps.

STEEL CONNECT INC

Texas Capital Bancshares Inc.

Texas Capital Bancshares is a bank holding company. Through its subsidiary, Texas Capital Bank, National Association, the company serves commercial businesses and professionals and entrepreneurs located in Texas as well as operates several lines of business serving a regional or national clientele of commercial borrowers. The company is a lender, with most of its loans held for investment, excluding mortgage finance loans and other national lines of business, being made to businesses headquartered or with operations in Texas. The company's business deposit products include commercial checking accounts, lockbox accounts, cash concentration accounts and other treasury management services, including online banking.

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.

TITAN PHARMACEUTICALS INC

Yellow Corporation

Zoom Video Communications, Inc.

ZoomInfo Technologies Inc.

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Analysts
Jonathan Moreland

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