Report
Jonathan Moreland
EUR 9.21 For Business Accounts Only

InsiderInsights Weekly Report: August 13, 2022

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
ALDEYRA THERAPEUTICS

Aldeyra Therapeutics is a biotechnology company engaged in developing and commercializing medicines for patients with immune-mediated diseases. The company's primary product candidate, reproxalap, is a treatment in late-stage development for dry eye disease and allergic conjunctivitis. The company has additional product candidates in development for proliferative vitreoretinopathy and other retinal diseases, autoimmune disease, and cancer. The company has discovered and are developing two additional reactive aldehyde species inhibitors, ADX-103 and ADX-629, for the treatment of retinal disease and autoimmune disease, respectively.

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.

Audiovox Corporation

AZZ Inc.

AZZ is a provider of galvanizing and metal coating services, welding solutions, specialty electrical equipment and highly engineered services to the power generation, transmission, distribution, refining and industrial markets. The company operates in two segments; Energy, which is engaged in delivering transmission of power from generation sources to end customers, and automated weld overlay solutions for corrosion and erosion mitigation to infrastructure in the energy markets; and Metal Coatings, which is a provider of metal finishing solutions for corrosion protection, including hot dip galvanizing to the North American steel fabrication industry.

Black Stone Minerals LP

Calumet Specialty Products Partners L.P.

Calumet Specialty Product Partners is a holding company. Through its subsidiaries, the company is an independent producer of hydrocarbon products in North America. In its specialty products segment, the company processes crude oil and other feedstocks into a variety of customized lubricating oils, white mineral oils, solvents, petrolatums and waxes. The company's specialty products are sold to customers who purchase them as raw material components for basic industrial, consumer and automotive goods. In its fuel products segment, the company processes crude oil into fuel and fuel-related products, including gasoline, diesel, jet fuel, asphalt and heavy fuel oils, and resells purchased crude oil to third party customers.

CommScope Holding Co. Inc.

CommScope Holding is a provider of infrastructure solutions for communication networks. The company's solutions and services for wired and wireless networks enable high-bandwidth data, video and voice applications. The company's operating segments are: CommScope Connectivity Solutions (CCS) and CommScope Mobility Solutions (CMS). The CCS segment is engaged in providing fiber optic and copper connectivity solutions for use in data centers and business enterprise, telecommunications, cable television and residential broadband networks. The CMS segment is engaged in providing infrastructure for wireless networks.

Comstock Resources Inc.

Comstock Resources is an independent energy company engaged in the acquisition, exploration, development and production of oil and natural gas. The company's oil and gas operations are primarily concentrated in Louisiana, Texas and North Dakota. The company also has operations in other regions, primarily in New Mexico and the Mid-Continent region.

Conifer Holdings

Conifer Holdings is an insurance holding company. Through its insurance company subsidiaries, the company is engaged in the sale of property and casualty insurance products. The company underwrites a variety of specialty insurance products, including property, general liability, commercial multi-peril, and liquor liability, among others. The company organizes its operations in two insurance businesses: commercial insurance lines and personal insurance lines. Through its commercial insurance lines, the company provides coverage for both commercial property and commercial liability. Through its personal insurance lines, the company provides homeowners insurance and dwelling fire insurance products to individuals in several states.

Donegal Group Inc. Cl A

Donegal Group is an insurance holding company. Through its insurance subsidiaries, the company provides personal and commercial lines of property and casualty insurance. The company has three segments: its investment function, its commercial lines of insurance and its personal lines of insurance. The company's insurance operations consist of two segments: commercial lines of insurance and personal lines of insurance. The commercial lines its insurance subsidiaries write consist primarily of commercial automobile, commercial multi-peril and workers' compensation insurance. The personal lines its insurance subsidiaries write consist primarily of private passenger automobile and homeowner's insurance.

ECOVYST INC

Energy Transfer L.P.

Energy Transfer is a holding company. Through its subsidiaries, the company is engaged in natural gas operations, including natural gas midstream and intrastate transportation and storage and interstate natural gas transportation and storage, and crude oil, natural gas liquid (NGL) and refined products transportation, terminalling services and acquisition and marketing activities. In addition, the company owns investments in other businesses. The company's segments include: intrastate transportation and storage; interstate transportation and storage; midstream; NGL and refined products transportation and services; crude oil transportation and services; investment in Sunoco LP; investment in USAC; and all other.

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.

Gannett Co. Inc.

Gannett owns, operates and invests in local media assets focused in small to mid-size markets. The company's main products include: daily newspapers; weekly newspapers, which publishe up to three times per week; shoppers, which are generally advertising-only publications; locally-focused websites, which extend the company's businesses onto the internet and mobile devices; business publications; UpCurve Cloud and ThriveHive digital marketing; and GateHouse Live. In addition to its main products, the company also produces publications that address specific local market interests such as recreation, sports, healthcare and real estate.

Health Catalyst

Health Catalyst is a provider of data and analytics technology and services to healthcare organizations. The company designs, develops, and delivers healthcare software solutons for hospitals to manage operational, financial, clinical, and research data. The company serves customers in the State of Utah.

IHeartMedia Inc. Class A

JELD-WEN Holding Inc.

JELD-WEN Holding is a holding company. Through its subsidiaries, the company is a door and window manufacturer. The company designs, produces, and distributes a range of interior and exterior doors, wood, vinyl, and aluminum windows, and related products for use in the construction and repair and remodel of residential homes and, to a lesser extent, non-residential buildings. The company markets its products under the JELD-WEN brand, along with several brands such as Swedoor and DANA in Europe and Corinthian, Stegbar, and Trend in Australia. The company's customers include wholesale distributors and retailers as well as individual contractors and consumers. The company has three segments: North America, Europe, and Australasia.

Kemper Corporation

Kemper is an insurance holding company. Through its subsidiaries, the company provides automobile, homeowners, life, health, and other insurance products to individuals and businesses. The company conducts its operations through three operating segments: Specialty Property and Casualty Insurance, which provides personal and commercial automobile insurance to consumers who have had difficulty obtaining standard or preferred risk insurance; Preferred Property and Casualty Insurance, which sells preferred automobile insurance, homeowners insurance and other personal insurance; and Life and Health Insurance, which provides individual life and supplemental accident and health insurance products.

Lexicon Pharmaceuticals Inc.

Lexicon Pharmaceuticals is a biopharmaceutical company. The company is commercializing XERMELO? (telotristat ethyl), an orally-delivered small molecule drug for the treatment of carcinoid syndrome diarrhea in combination with somatostatin analog (SSA) therapy in adults inadequately controlled by SSA therapy. The company is developing Zynquista? (sotagliflozin), an orally-delivered small molecule drug candidate, as a treatment for type 1 2 diabetes. The company is also developing sotagliflozin as a treatment for type 2 diabetes, heart failure and chronic kidney disease. The company is developing LX9211, an orally-delivered small molecule drug candidate, as a treatment for neuropathic pain.

MEDALIST DIVERSIFIED REIT INC

Neogen Corporation

Neogen develops, manufactures, and markets a line of products for food and animal safety. The company's segments are: Food Safety, which is engaged in the development, production and marketing of diagnostic test kits and related products used by food producers and processors to detect harmful natural toxins, foodborne bacteria, allergens and levels of general sanitation; and Animal Safety, which is engaged in the development, production and marketing of products dedicated to animal safety, including a range of consumable products marketed to veterinarians and animal health product distributors, and provides genomic identification and related interpretive bioinformatic services.

Occidental Petroleum Corporation

Occidental Petroleum has three reporting segments: oil and gas, which explores for, develops and produces oil and condensate, natural gas liquids (NGL) and natural gas; chemical, which mainly manufactures and markets basic chemicals (chlorine, caustic soda, chlorinated organics, potassium chemicals, ethylene dichloride, chlorinated isocyanurates, sodium silicates and calcium chloride) and vinyls (vinyl chloride monomer, polyvinyl chloride and ethylene); and marketing and midstream, which purchases, markets, gathers, processes, transports and stores oil, condensate, NGL, natural gas, carbon dioxide and power.

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.

Park-Ohio Holdings Corp.

Park-Ohio Holdings is an international company providing customers with a supply chain management outsourcing service, capital equipment used on their production lines, and manufactured components used to assemble their products. The company operates through three reportable segments: Supply Technologies, which provides Supply Management?; Assembly Components, which designs, develops and manufactures aluminum products and direct fuel injection fuel rails and pipes, fuel filler pipes, and rubber assemblies; and Engineered Products, which operates a group of manufacturing businesses that designs and manufactures a range of engineered products including induction heating and melting systems.

Parsons

Parsons is a provider of technology-driven solutions in the defense, intelligence and critical infrastructure markets. The company provides technical design and engineering services and software to address the company's customers' challenges. The company has developed significant expertise and differentiated capabilities in key areas of cybersecurity, intelligence, defense, military training, connected communities, physical infrastructure and mobility solutions. The company performs work in various foreign countries through local subsidiaries, joint ventures and foreign offices maintained to carry out specific projects.

Potbelly Corp.

Potbelly is a sandwich concept providing warm toasty sandwiches, salads, hand-dipped shakes and other menu items, customized just the way customers want them. The company's menu includes toasty warm sandwiches, salads, soups, chili, sides, desserts and, in its breakfast locations, breakfast sandwiches and steel cut oatmeal. The company's main sandwich offerings include Turkey Breast, Italian, Grilled Chicken and Cheddar, Smoked Ham, A Wreck, Chicken Salad, Meatball, Pizza Sandwich, Mediterranean, Roast Beef, Tuna Salad and the Turkey Club. Additionally, customers can choose side dishes of coleslaw, macaroni salad, potato salad, potato chips or a whole dill pickle.

Quanterix Corporation

Quanterix is a life sciences company that has developed digital immunoassay platforms. The company's platforms are based on its proprietary digital Simoa detection technology. The company's Simoa bead-based and planar array platforms enable customers to detect protein biomarkers in low concentrations in blood, serum and other fluids that, in a number of cases, are undetectable using analog immunoassay technologies, and also allow researchers to define and validate the function of protein biomarkers that are only present in low concentrations. The company is focusing on protein detection. In addition, the company is developing its Simoa bead-based technology to detect nucleic acids in biological samples.

Ranpak Holdings (A)

Reservoir Media, Inc.

ROCKET SHARING COMPANY SPA

Royalty Pharma Plc Class A

Sixth Street Specialty Lending, Inc.

SONIM TECHNOLOGIES INC

SYNAPTICS INC

Synaptics is a developer and supplier of custom-designed human interface semiconductor product solutions that enable people to interact with a variety of mobile computing, communications, entertainment, and other electronic devices. The company targets the markets for smartphones, tablets, personal computer, products, Internet of Things, products and other select electronic devices, including devices in automobiles. The company's family of products includes: ClearPad?, ClearView?, TouchView?, Natural ID?, TouchPad?, SecurePad?, ClickPad?, ForcePad?, AudioSmart?, VideoSmart?, ImagingSmart?, and other product solutions.

TELA Bio

Tela Bio is a commercial stage medical technology company focused on designing, developing and marketing a new category of tissue reinforcement materials to address unmet needs in soft tissue reconstruction. The company offers a portfolio of advanced reinforced tissue matrices that improve clinical outcomes and reduce overall costs of care in hernia repair, abdominal wall reconstruction and plastic and reconstructive surgery. The company's products are an innovative solution that integrate multiple layers of minimally-processed biologic material with interwoven polymers in a unique embroidered pattern, which the company refers to as a reinforced tissue matrix. The company serves customers in the United States.

Templeton Global Income Fund

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.

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.

TRINITY CAPITAL INC

Univar Solutions Inc.

Univar Solutions is a chemical and ingredient distributor and provider of services. The company purchases chemicals and ingredients from chemical producers worldwide to warehouse, repackage, blend, dilute, transport and sell those chemicals to various customer locations across various countries. The company's business is organized and managed in four geographical segments: Univar Solutions USA, Univar Solutions Canada, Univar Solutions Europe and the Middle East and Africa, and Univar Solutions Latin America, which includes developing businesses in Latin America (including Brazil and Mexico) and the Asia-Pacific region.

Vistra Corp.

Vistra Energy operates an integrated retail and generation business in markets throughout the U.S. Through its subsidiaries, the company is engaged in electricity market activities, including electricity generation, wholesale energy sales and purchases, commodity risk management and retail sales of electricity. The company has six segments: Retail, ERCOT, PJM, NY/NE (comprising NYISO and ISO-NE), MISO and Asset Closure. The Retail segment is engaged in retail sales of electricity and related services. The ERCOT, PJM, NY/NE and MISO segments are engaged in electricity generation, among others. The Asset Closure segment is engaged in the decommissioning and reclamation of retired plants and mines.

WESCO International Inc.

WESCO International is a distributor of products and provider of supply chain management and logistics services used primarily in industrial, construction, utility and commercial, institutional and government markets. The company is a provider of electrical, industrial, and communications maintenance, repair and operating and original equipment manufacturers products, construction materials, and supply chain management and logistics services. The company's primary product categories include general supplies, wire, cable and conduit, communications and security, electrical distribution and controls, lighting and sustainability, and automation, controls and motors.

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Analysts
Jonathan Moreland

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