Report
Jonathan Moreland
EUR 8.54 For Business Accounts Only

InsiderInsights Weekly Report: August 16, 2025

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
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.

Akamai Technologies Inc.

Akamai Technologies provides solutions for securing, delivering and optimizing content and business applications over the Internet. The company provides online solutions for the security, delivery and acceleration of websites and applications. The company's solutions include: cloud security solutions; enterprise security solutions; web and mobile performance solutions; media delivery solutions; carrier solutions; and services and support solutions, which provides an array of service and support offerings that are designed to assist its customers with integrating, configuring, optimizing and managing its main offerings.

Alpine Income Property Trust

Alpine Income Property Trust is a newly organized real estate company that owns and operates a high quality portfolio of single-tenant commercial properties that are primarily net leased on a long-term basis and located primarily in major metropolitan statistical areas and in growth markets in the United States.

Ambac Financial Group Inc.

Ambac Financial Group is a financial service holding company. The company's provides financial guarantee policies through its principal operating subsidiary, Ambac Assurance Corporation and its wholly owned subsidiary Ambac Assurance UK Limited. The company has another wholly-owned subsidiary, Everspan Financial Guarantee Corp. Through its subsidiaries, the company operates in one business segment: financial guarantee insurance, which consists of insurance policies issued provide an unconditional and irrevocable guarantee which protects the holder of a debt obligation against non-payment when due of the principal and interest on the obligations guaranteed.

Amplify Energy

Amplify Energy is a holding company. Through its wholly-owned subsidiary, Midstates Petroleum Company LLC, the company is an independent exploration and production company focused on the application of drilling, completion and production operations techniques in oil and liquids basins in the onshore U.S. The company's operations are focused on exploration and production activities in the Mississippian Lime. The company's Mississippian Lime assets are located in Oklahoma and target the Mississippian Lime formation.

Applied Optoelectronics Inc.

Applied Optoelectronics provides fiber-optic networking products, for four networking end-markets: internet data center, cable television, telecommunications, and fiber-to-the-home. The company designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment. The company's components often incorporate one or more of its optical laser chips inside a precision housing that provides mechanical protection as well as standardized electrical contacts. Other optical components may also include optical filters or other optical elements by which optical signals are routed internally within the component.

ASA
Bausch Health Companies Inc.

BELLRING BRANDS INC

CBIZ Inc.

CBIZ provides business services, products and solutions to manage finances and employees. These services are provided to primarily small and midsized businesses, as well as individuals, governmental entities and not-for-profit enterprises. The company provides its services through three groups: Financial Services, which provides accounting and tax, government healthcare consulting, financial advisory, valuation and risk advisory services; Benefits and Insurance Services, which provides group health benefits consulting, payroll, property and casualty, and retirement plan services; and National Practices, which provides managed networking and hardware services, as well as healthcare consulting.

Centene Corporation

Centene is an insurance holding company. The company's Managed Care segment provides health plan coverage to individuals through government subsidized programs. The company also provides a variety of individual, small group, and large group commercial healthcare products, both to employers and directly to members in the Managed Care segment. The company's Specialty Services segment consists of the company's specialty companies prviding healthcare services and products to state programs, correctional facilities, healthcare organizations, employer groups and other commercial organizations, as well as to its own subsidiaries. The Specialty Service segment also includes the Government Contracts business.

Church & Dwight Co. Inc.

Church & Dwight develops, manufactures and markets a range of consumer products. The company's consumer products include: ARM & HAMMER? baking soda, cat litter, laundry detergent, carpet deodorizer and other baking soda based products; TROJAN? condoms, lubricants and vibrators; OXICLEAN? stain removers, cleaning solutions, laundry detergents and bleach alternatives; SPINBRUSH? battery-operated toothbrushes; FIRST RESPONSE? home pregnancy and ovulation test kits; NAIR? depilatories; ORAJEL? oral analgesic; XTRA? laundry detergent; L'IL CRITTERS? and VITAFUSION? gummy dietary supplements; BATISTE? dry shampoo; WATERPIK? water flossers and showerheads, and FLAWLESS? hair removal products.

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.

CryoPort Inc.

Cryoport provides temperature controlled logistics solutions to the life sciences industry through a combination of proprietary packaging, information technology and cold chain logistics knowhow. The company's services are utilized for temperature-controlled shipping and storage and information in the life sciences industry, which includes personalized medicine, cell therapies, stem cells, cell lines, vaccines, diagnostic materials, semen, eggs, embryos, cord blood, bio-pharmaceuticals, infectious substances, and other commodities that require continuous exposure to certain ranges of precision controlled temperatures.

Daleigh Holdings Corp

Eastman Kodak Co

Eastman Kodak is a commercial printing and imaging company with proprietary technologies in materials science, digital imaging science and software, and deposition processes. The company provides directly and through partnerships with other companies hardware, software, consumables and services to customers in graphic arts, commercial print, publishing, electronic displays, entertainment and commercial films, and consumer products markets. The company also provides brand licensing and intellectual property opportunities, provides products and services for motion pictures and other commercial films, and sells ink to its existing installed consumer inkjet printer base.

Eli Lilly and Company

Eli Lilly and Company discovers, develops, manufactures, and markets products in a single business segment: human pharmaceutical products. The company's human pharmaceutical products include: diabetes and other endocrinology products, immunology products, neuroscience products, oncology products, and other products. The company's diabetes and other endocrinology products include: Baqsimi? and Basaglar?. The company's immunology products include: Olumiant? and Taltz?. The company's neuroscience products include: Cymbalta? and Emgality?. The company's oncology products include: Alimta?, Cyramza?, Erbitux? and Verzenio?. The company's other products include: Cialis?.

ENOVIX CORP

Establishment Labs Holdings

Global Indemnity Plc

Granit Skopke

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.

Ichor Holdings Ltd.

INSEEGO CORP.

Lumen Technologies Inc.

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.

MORGAN STANLEY DIRECT LENDING

PetMed Express Inc.

PetMed Express is a pet pharmacy. The company markets prescription and non-prescription pet medications, and other health products for dogs and cats, direct to the consumer. These pet supplies include: food, beds, crates, stairs, strollers, and other pet supplies. The company's non-prescription medications and supplies include flea and tick control products, bone and joint care products, vitamins, treats, nutritional supplements, hygiene products, and supplies. The company's prescription medications include heartworm and flea and tick preventatives, arthritis, dermatitis, thyroid, diabetes, pain medications, heart/blood pressure, and other medications, as well as generic substitutes.

Phillips 66

Phillips 66 is an energy manufacturing and logistics company with midstream, chemicals, refining, and marketing and specialties businesses. The company's segments include: Midstream, which provides crude oil and refined petroleum product transportation, terminaling and processing services, as well as natural gas and natural gas liquids transportation, storage, processing and marketing services; Chemicals, which manufactures and markets petrochemicals and plastics on a worldwide basis; Refining, which refines crude oil and other feedstocks into petroleum products; and Marketing and Specialties, which purchases for resale and markets refined petroleum products, mainly in the United States and Europe.

Pinnacle Financial Partners Inc.

Pinnacle Financial Partners is a bank holding company. Through its subsidiary, Pinnacle Bank, the company provides banking services, including investment, mortgage, and insurance services, and wealth management services. The company provides a range of lending products, including commercial, real estate and consumer loans to individuals and small-to medium-sized businesses and other entities. Pinnacle Bank's deposit services include savings, checking, noninterest-bearing checking, interest-bearing checking, money market and certificate of deposit accounts. Pinnacle Bank contracts with Raymond James Financial Services, Inc. to provide and sell various securities and other financial products to the public.

PORTILLOS INC

PROCEPT BIOROBOTICS CORP

Repligen Corporation

Repligen is a life sciences company that develops and commercializes bioprocessing technologies and systems used in the process of manufacturing biological drugs. The company's bioprocessing business is comprised of: Chromatography, which includes products used in downstream purification, development, manufacturing and quality control of biological drugs; Filtration, which includes XCell Alternating Tangential Flow systems that are used in upstream perfusion cell culture processing; Process Analytics, which complements and supports its Filtration, Chromatography and Proteins franchises; and OEM products, which are represented by its Protein A affinity ligands and cell culture growth factor products

Sally Beauty Holdings Inc.

Sally Beauty Holdings is a holding company. Through its subsidiaries, the company is an international retailer and distributor of beauty supplies with operations in North America, South America and Europe. The company's business segments are: Sally Beauty Supply (SBS), which is an open-line retailer of beauty supplies; and Beauty Systems Group (BSG), which is a beauty supply distributor. SBS stores and websites carry beauty supplies, featuring beauty products across product categories including hair color and care, and skin and nail care. The company features beauty products in its BSG stores across product categories including hair color and care, skin and nail care, styling tools and other beauty items.

Scientific Games Corporation

Scientific Games is a developer of technology-based products and services and associated content for the worldwide gaming, lottery and interactive gaming industries. The company's portfolio activities primarily includes supplying gaming machines and game content, casino-management systems and table game products and services to licensed gaming entities; providing instant and draw-based lottery products, lottery systems and lottery content and services to lottery operators; providing social casino solutions to retail consumers and regulated gaming entities; and providing a suite of digital real-money gaming and sports wagering solutions, distribution platforms, content, products and services.

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.

Shift4 Payments, Inc.

Simmons First National Corporation Class A

Simmons First National is a financial holding company. The company, through its subsidiaries, provides banking and other financial products and services in markets located in Arkansas, Colorado, Illinois, Kansas, Missouri, Oklahoma, Tennessee and Texas. The company's subsidiary, Simmons Bank, provides loans for corporate purposes, including financing commercial real estate, construction of particular properties, commercial and industrial uses, acquisition and equipment financings, and other general corporate needs. Simmons Bank also engages in small business administration and agricultural finance lending, and it provides corporate credit card products, as well as deposit and treasury management services.

Smartspace Software

RedstoneConnect Plc, formerly Coms Plc, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; managed services, and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property.

Sonos

Sonos designs, develops, manufactures and sells multi-room audio products. The Sonos home sound system provides customers with a listening activity created by the design of its speakers and components, a proprietary software platform and the ability to stream content from a variety of sources over the customer's wireless network or over Bluetooth. The company's products are sold via third-party retail stores, including custom installers of home audio systems. The company also sells via select e-commerce retailers and its website sonos.com. The company's products are distributed through its wholly owned subsidiaries: Sonos Europe B.V., Beijing Sonos Technology Co., Ltd., Sonos Japan GK and Sonos Australia Pty Ltd.

SUNRISE REALTY TRUST

Tandem Diabetes Care Inc

Tronox Holdings Plc

Weyerhaeuser Company

Weyerhaeuser is a real estate investment trust. The company's business segments are: Timberlands, which provides delivered logs (grade logs and fiber logs), timber, recreational leases and other products; Real Estate, Energy and Natural Resources (ENR), in which Real Estate sells timberland tracts for recreational, conservation, commercial or residential purposes, whereas ENR sells rights to explore, extract and sell construction aggregates (rock, sand and gravel), industrial materials and oil and natural gas; and Wood Products, which provides structural lumber, oriented strand board, wood products, other products, and complementary building products.

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Analysts
Jonathan Moreland

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