Report
Jonathan Moreland
EUR 9.60 For Business Accounts Only

InsiderInsights Weekly Report: June 17, 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
Advance Auto Parts Inc.

Advance Auto Parts is an automotive aftermarket parts provider in North America, serving both professional installers (Professional), and do-it-yourself (DIY), customers as well as independently owned operators. The company's stores and branches provide a range selection of brand name, original equipment manufacturer and private label automotive replacement parts, accessories, batteries and maintenance items for domestic and imported cars, vans, sport utility vehicles and light and heavy duty trucks. Through its integrated operating approach, the company serves its Professional and DIY customers through a variety of channels ranging from brick and mortar store locations to self-service e-commerce sites.

AKOYA BIOSCIENCES INC

AMERCO

AMERCO is a holding company. The company is engaged as a moving and storage operator through its subsidiary U-Haul International, Inc. (U-Haul). The company's segments include: Moving and Storage, which consists of the rental of trucks, trailers, portable moving and storage units, specialty rental items and self-storage spaces to the household mover as well as sales of moving supplies, towing accessories and propane; Property and Casualty Insurance, which provides loss adjusting and claims handling for U-Haul; and Life Insurance, which provides life and health insurance products to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement and annuity policies.

AppFolio Inc Class A

AppFolio provides industry-specific, cloud-based business software solutions, services and data analytics. The company's solutions include: AppFolio Property Manager, a cloud-based software solution that provides tools and services designed to streamline their property management businesses; AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes providing tools and services designed to streamline their real estate investment management businesses; and MyCase, a cloud-based software solution for the legal market that provides small law firms tools and services designed to streamline their legal practice and manage their caseload.

BCB Bancorp Inc.

BCB Bancorp is a bank holding company. Through its subsidiary, BCB Community Bank (the Bank), the company provides Federal Deposit Insurance Corporation (FDIC)-insured deposit products and invests funds held in deposit accounts at the Bank, together with funds generated from operations, in loans and investment securities. The company also provides loans to its customers, including commercial and multi-family real estate loans, one- to four-family mortgage loans, commercial business loans, construction loans, home equity loans, and consumer loans. The company's deposit instruments include demand, negotiable order of withdrawal, savings and club accounts, money market accounts, and term certificate accounts.

Bioventus

Caesars Entertainment Inc

ClearBridge Energy MLP Opportunity Fund Inc.

ClearOne

ClearOne designs, develops and sells conferencing, collaboration and network streaming solutions for voice and visual communications. The company's line of conferencing and collaboration products are targeted for large, medium and small businesses, as well as for personal use. The company's products can be categorized into the following: audio conferencing including installed DSP based professional audio conferencing, USB-based speakerphones and table-top audio conferencing; microphones consisting of patented beamforming microphones, ceiling microphones and wireless microphones; and video products including video collaboration and AV networking.

Community Trust Bancorp Inc.

Community Trust Bancorp is a bank holding company. Through its subsidiaries, the company engages in a range of commercial and personal banking and trust and wealth management activities, which include accepting time and demand deposits; making secured and unsecured loans to corporations, individuals and others; providing cash management services to corporate and individual customers; issuing letters of credit; renting safe deposit boxes; and providing funds transfer services. The lending activities of the company's subsidiary, Community Trust Bank, Inc., include making commercial, construction, mortgage, and personal loans. Lease-financing, lines of credit, term loans, and other loans are also available.

Comtech Telecommunications Corp.

Comtech Telecommunications is a provider of communications solutions for both commercial and government customers. The company's reportable operating segments include: Commercial Solutions, which provides satellite ground station technologies (such as modems and amplifiers) and public safety and location technologies (such as 911 call routing and mapping solutions); and Government Solutions, which provides technologies (such as tactical satellite-based networks and ongoing support for communication networks) and transmission technologies (such as troposcatter systems and solid-state amplifiers) to government end-users, international customers and domestic prime contractors.

Diversified Healthcare Trust

Dollar General Corporation

Dollar General is a discount retailer. The company's consumables products includes paper and cleaning products, packaged food, perishables, snacks, health and beauty, pet, and tobacco products. The company's seasonal products include decorations, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive and home office supplies. The company's home products include kitchen supplies, cookware, small appliances, light bulbs, storage containers, frames, candles, craft supplies and kitchen, bed and bath soft goods. The company's apparel includes casual everyday apparel, as well as socks, underwear, disposable diapers, shoes and accessories.

Dorchester Minerals L.P.

Dorchester Minerals is engaged in the acquisition, ownership and administration of Royalty Properties and Net Profits Interests (NPIs). The Royalty Properties consist of producing and nonproducing mineral, royalty, overriding royalty, net profits, and leasehold interests located in several counties and parishes in several states. The NPIs represent net profits overriding royalty interests in various properties owned by the operating partnership. The company's general partner is Dorchester Minerals Management LP, which is managed by its general partner, Dorchester Minerals Management GP LLC.

Epsilon Energy Limited

Epsilon Energy is engaged in the acquisition, exploration, development and production of oil and natural gas reserves in the United States, Canada, the Republic of Yemen, the Federal Democratic Republic of Ethiopia and Oman.

GameStop Corp. Class A

GameStop is a multichannel video game and licensed consumer products retailer. The company's products and services includes: New Video Game Hardware, which provides video game platforms from manufacturers; New Video Game Software, which provides new video game software for existing and certain prior generation consoles from manufacturers, including Sony, Nintendo and Microsoft; Video Game Accessories, which consist primarily of controllers, gaming headsets, virtual reality products, and memory cards; and Digital, which sells a variety of digital currency and has developed technology to sell downloadable content and full-game downloads in its stores and on its U.S. website.

Genesco Inc.

Genesco is a retailer and wholesaler of branded footwear, apparel and accessories. The company's segments include: Journeys Group, which includes Journeys, Journeys Kidz and Little Burgundy retail stores, e-commerce and catalog operations and sells footwear and accessories for young men, women and children; Schuh Group, which includes e-commerce operations and sells a range of branded casual and athletic footwear along with a private label offering; Johnston & Murphy Group, which includes retail stores, e-commerce and catalog operations and wholesale distribution; and Licensed Brands, which includes include the sale of footwear marketed under the Dockers? brand.

Heritage Commerce Corp.

Heritage Commerce is a bank holding company. Through its subsidiary, Heritage Bank of Commerce, the company provides a range of commercial banking services to small and medium-sized businesses and their owners, managers and employees. The company's lending activities include commercial, real estate, construction and land development, consumer and Small Business Administration guaranteed loans. The company provides a range of deposit products for business banking and retail markets. The company provides a multitude of other products and services to complement its lending and deposit services. In addition, the company's subsidiary, Bay View Funding, provides factoring financing throughout the United States.

Landsea Homes Corp (A)

Live Oak Bancshares

Live Oak Bancshares is a bank holding company. Through its subsidiary, Live Oak Banking Company (the Bank), the company is engaged in providing lending and deposit related services. The company directly or indirectly holds the following wholly-owned subsidiaries: Canapi Advisors, LLC, which provides investment advisory services; Live Oak Ventures, Inc., which invests in businesses that align with the company's initiative in financial technology; Live Oak Grove, LLC, which provides an on-site restaurant location; Government Loan Solutions, Inc., which is a management and technology consulting firm; and 504 Fund Advisors, LLC, which serves as the investment advisor to the 504 Fund, a closed-end mutual fund.

Meridian

Meridian is a bank holding company. Through its subsidiary, Meridian Bank, the company has three principal business line distribution channels: Commercial Banking, which serves both commercial and consumer customers via deposits and cash management, commercial and industrial lending and leasing, commercial real estate lending, small business lending, and title and land settlement services; Mortgage Banking, which operates and originates mortgage loans in the Pennsylvania, New Jersey, Delaware and Maryland markets; and Wealth Management and Advisory Services, which provides wealth management services and products and the guidance to help its clients and its banking customers prepare for the future.

MOVANO INC

PennantPark Investment

PennantPark Investment is a closed-end, externally managed, non-diversified investment company. The company's objectives are to generate both current income and capital appreciation while seeking to preserve capital through debt and equity investments primarily made to United States middle-market companies in the form of first lien secured debt, second lien secured debt and subordinated debt and equity investments.

PFSweb Inc

PFSweb is a provider of omni-channel commerce solutions, including a range of technology, infrastructure and other services. The company's service offerings include website design, creation and integration, digital agency and marketing, eCommerce technologies, order management, customer care, logistics and fulfillment, financial management and consulting. The services the company provides are primarily organized into the following categories: Strategic Commerce Consulting Services; Design and Digital Marketing Services; Technology Services; Order to Cash; Fulfillment; and Customer Care.

PhenixFIN Corp

PIMCO Energy & Tactical Credit Opportunities Fund

PULSE BIOSCIENCES

Pulse Biosciences is a bioelectric medicine company. The company is pursuing regulatory clearance to market CellFX? System (CellFX). The CellFX System utilizes its Nano-Pulse Stimulation? (NPS) technology to treat various applications for which an optimal solution remains unfulfilled. NPS is a proprietary technology that delivers nanosecond duration pulses of high amplitude electrical energy to non-thermally clear targeted cells while sparing adjacent non-cellular tissue. The company's CellFX System allows for the adjustment of four key treatment parameters: pulse duration, pulse amplitude, pulse frequency, and the number of pulses, depending on the target tissue, application and desired treatment outcome.

QNB Corp.

RingCentral Inc. Class A

RingCentral is a provider of software-as-a-service solutions. The company's product portfolio, among others, includes: RingCentral Office, which provides a unified activity for communication and collaboration across multiple modes; RingCentral Meetings, which is a collaborative meetings solution that provides web meetings, video conferencing, and screen sharing integrated with team messaging; RingCentral Professional, which is a cloud based virtual telephone service offering designed for personnel who are on the go; and RingCentral Fax, which provides online fax capabilities that allow businesses to send and receive fax documents without the need for a fax machine.

Safety Insurance Group Inc.

Safety Insurance Group is a holding company. Through its subsidiaries, the company is a provider of private passenger, commercial automobile and homeowners insurance in Massachusetts. The company's product lines include: Private Passenger Automobile, which provides coverage for bodily injury and property damage to others, no-fault personal injury coverage for the insured/insured's car occupants, and physical damage coverage for an insured's own vehicle for collision or other perils; Commercial Automobile, which provides insurance for commercial vehicles used for business purposes; and Inland Marine, which provides inland marine coverage as an endorsement for all homeowners and business owner policies.

Seacoast Banking Corporation of Florida

Seacoast Banking is a financial holding company. Through its subsidiary, Seacoast National Bank (Seacoast Bank), the company provides financial services including commercial and retail banking, wealth management, and mortgage services through banking solutions and Seacoast Bank's network of various branches and various commercial banking centers. Seacoast Bank also provides brokerage and annuity services. Seacoast Bank personnel managing the sale of these services are dual employees with LPL Financial, the company through which Seacoast Bank conducts brokerage and annuity services. The company's subsidiary, Seacoast Insurance Services, Inc., provides customers with access to a range of insurance products.

SecureWorks

SecureWorks is a holding company. Through its subsidiaries, the company provides information security solutions focused on protecting its customers from cyber attacks. The company's integrated suite of solutions include: managed security, through which it provides its customers global visibility and insight into malicious activity enabling them to detect and remediate threats; and security and risk consulting, through which it advises its customers on a variety of security and risk-related matters. The company's proprietary Counter Threat Platform collects, aggregates, correlates and analyzes daily events from its customer base and uses algorithms to detect malicious activity and deliver security countermeasures.

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.

South Plains Financial

South Plains Financial is a bank holding company. Through its subsidiary, the company provide a wide range of commercial and consumer financial services to small and medium-sized businesses and individuals in Co,'s market areas. The company's principal business activities include commercial and retail banking, along with insurance, investment, trust and mortgage services. The company operates 21 full-service banking locations across six geographic markets and 13 loan production offices both in its banking markets and in certain key areas.

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.

Tillys

Tilly's is a retailer of casual apparel, footwear and accessories for young men, young women, boys and girls. The company's stores are located in malls, lifestyle centers, power centers, community centers, outlet centers and street-front locations. Customers may also shop online, where the company features the same assortment of product as is carried in its stores, supplemented by additional online-only styles. The company provides a mix of merchandise for young men, young women, boys and girls across the apparel, footwear and accessories categories. The company's apparel merchandise includes branded, fashion, and core styles for tops, outerwear, bottoms, and dresses.

Ultralife

Ultralife provides products and services ranging from power solutions to communications and electronics systems. The company has two operating segments: Battery and Energy Products, which includes lithium nine-volt, cylindrical, thin cell and other non-rechargeable batteries, in addition to rechargeable batteries, uninterruptable power supplies, charging systems and accessories; and Communications Systems, which includes radio frequency amplifiers, power supplies, cable and connector assemblies, amplified speakers, equipment mounts, case equipment, man-portable systems, integrated communication systems for fixed or vehicle applications and communications and electronics systems design.

URBAN GRO INC

Zumiez Inc.

Zumiez is a retailer of apparel, footwear, accessories and hardgoods for young men and women. The company provides a range of apparel, footwear, accessories and hardgoods, including skateboards, snowboards, bindings, components and other equipment. In addition, the company supplements its merchandise mix with a select offering of private label apparel and products. The company operates stores in the United States, Puerto Rico, Canada, Europe and Australia. The company operates under the names Zumiez, Blue Tomato and Fast Times. Additionally, the company operates ecommerce websites at www.zumiez.com, www.blue-tomato.com and www.fasttimes.com.au.

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Analysts
Jonathan Moreland

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