Report
Jonathan Moreland
EUR 9.19 For Business Accounts Only

InsiderInsights.com Daily Ratings Report: May 10, 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
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.

American Assets Trust Inc.

American Assets Trust is a self-administered real estate investment trust that owns, operates, acquires and develops retail, office, multifamily and mixed-use properties in Southern California, Northern California, Oregon, Washington, Texas and Hawaii. The company operates in four segments: Retail, which primarily include rental of retail space and other tenant services, including tenant reimbursements, parking and storage space rental; Office, which primarily include rental of office space and other tenant services; Multifamily, which include rental of apartments and other tenant services; and Mixed-use, which include rental of retail space and other tenant services.

Ameris Bancorp

Ameris Bancorp is a financial holding company. Through its subsidiary, Ameris Bank, the company provides a range of banking services to its retail and commercial customers in Georgia, Alabama, Florida and South Carolina. The company provides agricultural loans, commercial business loans, commercial and residential real estate construction and mortgage loans, consumer loans, revolving lines of credit and letters of credit. The company also provides a range of deposit accounts and services to both retail and commercial customers, which include commercial and retail checking accounts, regular interest-bearing savings accounts, money market accounts, individual retirement accounts and certificates of deposit.

Arbor Metals

Vela Minerals is engaged in the evaluation, acquisition, exploration and development of natural resource properties in British Columbia, Canada. Co. has not yet determined whether its properties contain mineral reserves that are economically recoverable.

Barings BDC Inc.

Barings BDC and its wholly-owned subsidiaries are specialty finance companies. The company operates as a closed-end, non-diversified investment company.

Blackstone Mortgage Trust Inc. Class A

Blackstone Mortgage Trust is a real estate finance holding company that originates senior loans collateralized by commercial real estate in North America, Europe, and Australia. The company conducts its operations as a real estate investment trust. The company operates its business as one segment, which originates and acquires commercial mortgage loans and related investments. The company is externally managed and advised by its manager, BXMT Advisors L.L.C., which is responsible for administering the company's business activities, day-to-day operations, and providing the company the services of its executive management team, investment team, and support personnel.

CIM Commercial Trust Corporation

COMMUNITY WEST BANKSHARES

Community West Bancshares is a bank holding company. Through its subsidiary, Community West Bank, National Association, the company provides a range of financial products and services to customers. The products and services provided include deposit products such as checking accounts, savings accounts, money market accounts and fixed rate, fixed maturity certificates of deposits, cash management products, and lending products including; commercial, commercial real estate and consumer loans. The company also has a financing program for manufactured housing to provide home ownership. These loans are provided in approved mobile home parks throughout California primarily on or near the coast.

East West Bancorp Inc.

East West Bancorp is a bank holding company for East West Bank (the Bank). Through its network of banking locations, the Bank provides a range of personal and commercial banking services to businesses and individuals. The Bank also provides a range of deposit products that include personal and business checking and savings accounts, money market, time deposits, individual retirement accounts and provides foreign exchange, and wealth management services. The Bank's lending activities include commercial and residential real estate, lines of credit, construction, trade finance, letters of credit, commercial business, housing loans, asset-based lending and equipment financing.

Enviva Partners LP

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.

Financial Institutions Inc.

Financial Institutions is a financial holding company. Through its subsidiary, Five Star Bank, the company provides a range of banking services to consumer, commercial and municipal customers in Western and Central New York. Through its subsidiary, SDN Insurance Agency, LLC, the company sells various premium-based insurance policies on a commission basis to commercial and consumer customers. Through its subsidiaries, Courier Capital, LLC and HNP Capital, LLC, the company provides customized investment advice, wealth management, investment consulting and retirement plan services to individuals, businesses, institutions, foundations and retirement plans.

First Financial Corp. (Indiana)

First Financial is a financial holding company. Through its four subsidiaries, First Financial Bank, N.A., The Morris Plan Company of Terre Haute, First Chanticleer Corporation, and FFB Risk Management Co., Inc., the company provides financial services including mortgage and consumer lending, lease financing, trust account services, depositor services and insurance services. The company's loan portfolio segment includes: commercial, which most commercial loans are secured by the assets financed or other business assets and most commercial loans are further supported by a personal guarantee; and consumer, which consists of home equity loans and lines, secured loans, cash/CD secured, and unsecured loans.

Glatfelter Corporation

GOLDMAN SACHS MLP & ENER RENAISS FD

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.

Herbalife Nutrition Ltd.

Herbalife Nutrition is a holding company. Through its subsidiaries, the company is a nutrition company. The company's products categories are: weight management, which provides meal replacement, protein shakes, drink mixes, weight loss solutions and healthy snacks; targeted nutrition, which provides beverages and dietary and nutritional supplements containing herbs, vitamins, minerals and other natural ingredients; energy, sports, and fitness, which provides products that support a healthy active lifestyle; outer nutrition, which provides facial skin care, body care, and hair care; and literature, promotional and other, which provides start-up kits, sales tools, and educational materials.

Indentiv

Identiv provides physical security and secure identification. The company's products, software, systems, and services address the markets for physical and logical access control, video analytics and a range of Radio Frequency Identification (RFID)-enabled applications. The company has two segments: Premises, which includes solutions to address the premises security market for government and enterprise, including access control, video surveillance, analytics, customer experience and other applications; and Identity, which includes products and solutions enabling access to information serving the logical access and cyber security market and protecting assets and objects in the Internet of Things with RFID.

Intevac Inc.

Intevac is a provider of vacuum deposition equipment for a variety of thin-film applications, and a provider of digital night-vision technologies and products to the defense industry. The company's business consists of two reportable segments: Thin-film Equipment, in which the company is engaged in the design and development of thin-film processing systems, where its platforms are designed for high-volume manufacturing of substrates with precise thin-film properties, such as the hard disk drive media, display cover panel, and solar photovoltaic markets it serves; and Photonics, in which the company is a developer of high-sensitivity digital sensors, cameras and systems that primarily serve the defense industry.

Kinnate Biopharma

loanDepot

MidWestOne Financial Group

MidWestOne Financial Group is a bank holding company. Through its subsidiary, MidWestOne Bank (the Bank), the company is focused on delivering relationship-based business and personal banking products and services. The Bank provides commercial loans, real estate loans, agricultural loans, credit card loans, and consumer loans. The Bank also provides deposit products including demand and interest checking accounts, savings accounts, money market accounts, and time deposits. Complementary to its loan and deposit products, the Bank also provides products and services including treasury management, Zelle, online and mobile banking, debit cards, automated teller machine, and safe deposit boxes.

ModivCare Inc

Provident Financial Services Inc.

Provident Financial Services is a holding company. Through its subsidiary, Provident Bank (the Bank), the company accepts deposits from the public and businesses primarily in the areas surrounding its banking offices and uses those funds, together with funds generated from operations and borrowings, to originate commercial real estate loans, commercial business loans, residential mortgage loans, and consumer loans. The Bank also invests in mortgage-backed securities and other permissible investments. The company's deposit products include savings accounts, checking accounts, interest-bearing checking accounts, money market deposit accounts and certificate of deposit accounts.

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.

Renasant Corporation

Renasant is a bank holding company. Through its subsidiaries, the company provides a range of financial, wealth management, fiduciary and insurance services. The company's segments include: Community Banks, which provides business and personal loans, interim construction loans, commercial lending, treasury management services and checking and savings accounts, as well as safe deposit boxes and night depository facilities; Wealth Management, which provides a variety of fiduciary services and administer retirement plans, profit sharing and other employee benefit plans, personal trusts and estates; and Insurance, which provides various lines of commercial and personal insurance through primary carriers.

Reneo Pharmaceuticals, Inc.

Sound Financial Bancorp Inc

Sound Financial Bancorp is a bank holding company. Through its subsidiary, Sound Community Bank, the company is engaged in accepting retail and commercial deposits from the general public and investing those funds, along with borrowed funds, in loans secured by first and second mortgages on one- to four-family residences (including home equity loans and lines of credit), commercial and multifamily real estate, construction and land, consumer and commercial business loans. The company provides a variety of deposit accounts to both consumers and businesses, including savings accounts, money market deposit accounts, negotiable order of withdrawal accounts, demand accounts and certificates of deposit.

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.

TRUSTCO BANK CORP NY

Tyson Foods Inc. Class A

Tyson Foods is a food company. The company's operations consist of breeding stock, contract farmers, feed production, processing, further-processing, marketing and transportation of chicken and related allied products, including animal and pet food ingredients. Through its wholly-owned subsidiary, Cobb-Vantress, Inc., the company is engaged as poultry breeding stock supplier. The company also processes live fed cattle and hogs and fabricates dressed beef and pork carcasses into primal and sub-primal meat cuts, case-ready beef and pork and fully-cooked meats. The company produces a range of fresh, frozen and refrigerated food products. The company operates in Beef, Pork, Chicken and Prepared Foods segments.

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Analysts
Jonathan Moreland

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