Report
Jonathan Moreland
EUR 9.38 For Business Accounts Only

InsiderInsights Weekly Tables: May 7, 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
Align Technology Inc.

Align Technology is a medical device company engaged in the design, manufacture and marketing of Invisalign? clear aligners and iTero? intraoral scanners and services for orthodontics, restorative and aesthetic dentistry. The company's segments are: Clear Aligner, which includes the Invisalign System, a method for treating malocclusion based on a proprietary computer-simulated virtual treatment plan and a series of doctor-prescribed, custom manufactured, clear plastic, removable aligners; and Scanners and Services, which includes Intraoral scanning that enables the dental practitioner to create a 3D image of the patient's teeth (digital scan) using a handheld intraoral scanner.

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.

Appian

Appian provides low-code automation platform that accelerates the creation of business applications, enabling its customers to automate their business. The company's platform automates the creation of forms, data flows, records, reports and other software elements that would otherwise need to be manually coded. The company'snSelf-Assembling Interface Layer technology ensures that applications developed on its platform can be deployed across a range of mobile and desktop devices, including desktop web browsers, tablets and mobile phones. The company's platform can be deployed in the cloud or on-premises, with organizations able to access the same functionality and data sources in various cases.

ATAI LIFE SCIENCES BV

Blue Apron Holdings

Blue Apron provides recipes, ingredients, and cooking techniques. The company's products include: meals, which consist of a Two-Serving Plan that serves two people, and a Family Plan that serves four people; wine, through Blue Apron Wine delivery service to deliver wines, including red and white wines (and roses, depending on the season), tasting notes, pairing tips, and the story behind each wine; market, which features a selection of cooking tools, utensils, and pantry items through its e-commerce marketplace, Blue Apron Market; and digital experience, which provides how-to cooking videos, stories about its suppliers, and its collection of various recipes that customers can access on their own.

Brown & Brown Inc.

Brown & Brown is an insurance agency, wholesale brokerage, insurance programs and service organization. The company's segments are: Retail, which provides a range of insurance products and services, and non-insurance risk-mitigating products; National Programs, which provides professional liability and related package products, a range of insurance products, and flood coverage, and targeted products and services; Wholesale Brokerage, which markets and sells excess and surplus commercial and personal lines insurance; and Services, which provides insurance-related services, including third-party claims administration and medical utilization management services, as well as Medicare Set-aside services.

Cullen/Frost Bankers Inc.

Cullen/Frost Bankers is a financial holding company and a bank holding company. Through its subsidiaries, the company provides a range of products and services throughout various Texas markets. The company provides commercial and consumer banking services, as well as trust and investment management, insurance, brokerage, mutual funds, leasing, treasury management, capital markets advisory and item processing services. The company serves a variety of industries including, among others, energy, manufacturing, services, construction, retail, telecommunications, healthcare, military and transportation. The company's reportable operating segments are: Banking and Frost Wealth Advisors.

Ecolab Inc.

Ecolab is a provider of water, hygiene and energy technologies and services. The company's segments include: Global Industrial, which provides water treatment and process applications, and cleaning and sanitizing solutions in the manufacturing, food and beverage processing, chemical, power generation, pharmaceutical and commercial laundry industries; Global Institutional, which provides cleaning and sanitizing products to the foodservice, hospitality, lodging, healthcare, government, education and retail industries; and Global Energy, which serves the process chemicals and water treatment needs of the global petroleum and petrochemical industries in both upstream and downstream applications.

First Bancorp (North Carolina)

First Bancorp is a bank holding company. Through its subsidiary, First Bank, the company is engaged in a range of banking activities, with the acceptance of deposits and the making of loans being its basic activities. The company provides deposit products such as checking, savings, and money market accounts, as well as time deposits, including various types of certificates of deposits and individual retirement accounts. The company provides loans for a range of consumer and commercial purposes, including loans for business, real estate, personal uses, home improvement and automobiles. The company also provides credit cards, debit cards, letters of credit, safe deposit box rentals and electronic funds transfer services.

First Citizens BancShares Inc. Class A

First Citizens BancShares is a holding company. Through its banking subsidiary, First-Citizens Bank & Trust Co. (FCB), the company provides a range of retail and commercial banking services. Loan services include various types of commercial, business and consumer lending. Deposit services include checking, savings, money market and time deposit accounts. The company's subsidiaries also provides mortgage lending, a trust department, wealth management services for businesses and individuals and other activities incidental to commercial banking. FCB's subsidiaries provide various investment products including annuities, discount brokerage services and third-party mutual funds.

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.

First Internet Bancorp

First Internet Bancorp is a bank holding company. Through its subsidiary, First Internet Bank of Indiana, the company provides a range of commercial, small business, consumer and municipal banking products and services. The company conducts its consumer and small business deposit operations through online channels on a nationwide basis. The company's residential mortgage products are provided nationwide primarily through an online direct-to-consumer platform and are supplemented with Central Indiana-based mortgage and construction lending. The company's consumer lending products are primarily originated on a nationwide basis over the Internet as well as through relationships with dealerships and financing partners.

Fiserv Inc.

Fiserv is a provider of financial services technology. The company provides account processing systems, electronic payments processing products and services, internet and mobile banking systems, and related services. The company's segments are: First Data, which provides merchant acquiring, e-commerce, mobile commerce, and other business solutions; Payments and Industry Products, which provides electronic bill payment and presentment services, internet and mobile banking software; and Financial Institution Services, which provides financial institutions with account processing services, item processing and source capture services, loan origination and servicing products, and cash management, among others.

Fortive Corp.

Fortive designs, develops, services, manufactures and markets professional and engineered products, software and services. The company's segments are: Professional Instrumentation, which provides products, software and services, used to create actionable intelligence by measuring and monitoring physical parameters in industrial applications, including electrical current, radio frequency signals, distance, pressure, temperature, turbidity, radiation, and hazardous gases, and used to provide critical sterilization and disinfection solutions; and Industrial Technologies, which provides critical technical equipment, components, software and services for manufacturing, repair and transportation markets.

General Electric Company

General Electric is a technology industrial company. The company's segments include: Power, which serves power generation, industrial, government and other customers with products and services related to energy production; Renewable Energy, which engineers and manufactures energy equipment and projects, grid solutions and digital services; Aviation, which designs and produces commercial and military aircraft engines, digital components, electric power and mechanical aircraft systems; Healthcare, which provides healthcare technologies; and Capital, which provides financial products and services that build on the company's industry capabilities in aviation, power, renewables, healthcare and other activities.

Great Elm Group Inc

Greenhill & Co. Inc.

Greenhill & Co is an investment bank that provides financial advice on domestic and cross-border mergers and acquisitions, divestitures, restructurings, financings, capital raising and other transactions to corporations, partnerships, institutions and governments. The company serves as an advisor to its clients throughout the world on a collaborative integrated basis from its offices located in the U.S., Australia, Brazil, Canada, Germany, Hong Kong, Japan, Spain, Sweden, and the U.K. The company provides corporate advisory services related to mergers and acquisitions and financings and restructurings and capital advisory services related to sales or capital raises pertaining to alternative assets.

H&E Equipment Services Inc.

H&E Equipment Services is an equipment services company focused on heavy construction and industrial equipment. The company rents, sells and provides parts and services support for four main categories of equipment: hi-lift or aerial work platform equipment; cranes; earthmoving equipment; and industrial lift trucks. The company engages in five principal business activities in these equipment categories which include equipment rentals; new equipment sales; used equipment sales; parts sales; and repair and maintenance services. In addition to its principal business activities, the company provides ancillary equipment support activities including transportation, hauling, parts shipping and loss damage waivers.

HCA Healthcare Inc

HCA Healthcare is a holding company. Through its subsidiaries, partnerships and joint ventures, the company owns and operates hospitals and related health care entities. Most of the company's general, acute care hospitals provide medical and surgical services, including inpatient care, intensive care, cardiac care, diagnostic services and emergency services. The general, acute care hospitals also provide outpatient services such as outpatient surgery, laboratory, radiology, respiratory therapy, cardiology and physical therapy. The company's psychiatric hospitals provide therapeutic programs including child, adolescent and adult psychiatric care, adolescent and adult alcohol and drug abuse treatment and counseling.

HCI Group Inc.

HCI Group is a holding company. Through its subsidiaries, the company is engaged in a variety of business activities, including property and casualty insurance, reinsurance, real estate and information technology. The company's property and casualty insurance provides various forms of residential insurance products such as homeowners insurance, flood insurance and wind-only insurance to homeowners, condominium owners and tenants for properties primarily located in Florida. The company's real estate operations consist of various properties it owns and operates for investment purposes and also properties it owns and uses for its own operations. The company's other operations consist of information technology products.

Hemisphere Media Group

Hemisphere Media Group is a holding company. Through its subsidiaries, the company is a Spanish-language media company serving the United States Hispanic and Latin American markets with broadcast and cable television networks and digital content platforms. The company's portfolio includes: Cine Latino, Inc., a Spanish-language cable movie network with subscribers across the United States, Latin America and Canada; Televicentro of Puerto Rico, LLC, a broadcast television network and television content producer in Puerto Rico; and Snap Global, LLC, a distributor of content to broadcast and cable television networks and OTT and SVOD platforms in Latin America.

IHeartMedia Inc. Class A

INDUS Realty Trust Inc

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.

Kennametal Inc.

Kennametal engages in the development and application of tungsten carbides, ceramics, materials and solutions used in metal cutting and extreme wear applications. The company's standard and custom product offering spans metalworking and wear applications including turning, milling, hole making, tooling systems and services, as well as other wear components and metallurgical powders. End users of the company's metalworking products include manufacturers engaged in a range of industries including: the manufacturers of transportation vehicles and components, machine tools and light and heavy machinery; airframe and aerospace components; and energy-related components for the oil and gas industry.

Kohl's Corporation

Kohl's operates department stores, a website (www.Kohls.com), FILA outlets, and Off-Aisle clearance centers. The company's Kohl's stores and website sell proprietary and national brand apparel, footwear, accessories, beauty and home products. The company's website includes merchandise that is available in its stores, as well as merchandise that is available only online. The company's portfolio includes private brands such as Apt. 9, Croft & Barrow, Jumping Beans, SO and Sonoma Goods for Life and exclusive brands that are developed and marketed through agreements with brands such as Food Network, LC Lauren Conrad, Elle and Simply Vera Vera Wang.

Limelight Networks

Limelight Networks provides digital content delivery, online video delivery, cloud security, computing, and cloud storage services. The company's services platform includes a private network, software, and support services. The services the company provides help its customers utilize and deliver digital content to a variety of digital devices. These services provide features to enable digital workflows for live and on-demand video publishing, online gaming, content distribution, and website and web application acceleration. The company's services incorporate content and application security, video transformation, distributed storage functionality, and the analytics and reporting associated with them.

Millendo Therapeutics, Inc.

NEW YORK CITY REIT INC

Nicolet Bankshares Inc

Nicolet Bankshares is a bank holding company. Through its subsidiaries, the company provides a range of commercial and retail banking services, as well as wealth management services, to individuals, business owners, and businesses in its market area primarily in northeast and central Wisconsin and Menominee, MI. The company provides loans, deposits and related services to business customers, including business checking and other business deposit products and cash management services, international banking services, business loans, lines of credit, commercial real estate financing, construction loans, agricultural real estate or production loans, and letters of credit, as well as retirement plan 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.

Old National Bancorp

Old National Bancorp is a financial holding company that operates primarily in Indiana, Kentucky, Michigan, Wisconsin, and Minnesota. Through its wholly owned banking subsidiary, Old National Bank, the company provides a range of services, including commercial and consumer loan and depository services, private banking, brokerage, trust, investment advisory, and other banking services. In addition to the community banking services of lending and providing deposit services, the company provides wealth management, investment, and foreign currency services. For businesses, the company provides treasury management, merchant, health savings, and capital markets services, among others.

Oxford Square Capital

Oxford Square Capital is a closed-end, non-diversified management investment company. The company's primary focus is to seek a risk-adjusted total return by investing primarily in corporate debt securities and collateralized loan obligation structured finance investments that own corporate debt securities.

Peapack-Gladstone Financial Corp.

Peapack-Gladstone Financial is a bank holding company. Through its subsidiary, Peapack-Gladstone Bank, the company provides private banking services to businesses, non-profits and consumers. In addition to commercial lending activities, the company provides consumer banking services, including checking and savings accounts, money market and interest-bearing checking accounts, certificates of deposit, and individual retirement accounts. The company also provides residential mortgages, home equity lines of credit and other second mortgage loans. Automated teller machines are available at various locations. Internet banking, including an online bill payment option and mobile phone banking, is available to clients.

PROTAGONIST THERAPEUTICS

Protagonist Therapeutics is a clinical-stage biopharmaceutical company with a proprietary technology platform that discovers and develops peptide-based drug candidates. The company's product candidates include: PTG-300, which is an injectable hepcidin mimetic for the treatment of patients with beta-thalassemia; PTF-200, which is an oral gastrointestinal (GI)-restricted Interleukin-23 receptor antagonist peptide product candidate for the treatment of inflammatory bowel disease (IBD); and PN-943, which is an oral, alpha-4-beta-7 antagonist for the treatment of IBD. The company is researching oral and injectable peptide-based product candidates for a range of conditions including hematology and GI diseases.

Quest Resource Holding

Quest Resource Holding is a provider of reuse, recycling, and disposal services. The company provides businesses across industry sectors with single source solutions for the reuse, recycling, and disposal of a variety of waste streams and recyclables generated by their operations. The company's customers are multi-location businesses for which it creates, implements, and manages customer-specific programs for the collection, processing, recycling, disposal, and tracking of waste streams and recyclables. The company's sustainability programs include planning, writing policies and procedures, LEED certification, life cycle assessment, energy modeling, building commissioning, and carbon emission reduction reporting.

ROCKET SHARING COMPANY SPA

Sensient Technologies Corporation

Sensient Technologies is a manufacturer and marketer of colors, flavors and fragrances. The company's three reportable segments are: Flavors & Fragrances Group, which develops, manufactures, and supplies flavor and fragrance systems for the food, beverage, personal care, and household-products industries; Color Group, which provides natural and synthetic color systems for use in foods, beverages, pharmaceuticals, and nutraceuticals, colors and other ingredients for cosmetics; and Asia Pacific Group, which provides a range of products from its Flavors & Fragrances Group and Color Group, as well as products developed by regional technical teams to appeal to local preferences.

Southern Missouri Bancorp Inc.

Southern Missouri Bancorp is a bank holding company. Through its subsidiary, Southern Bank (the Bank), the company is primarily engaged in providing a range of banking and financial services to individuals and corporate customers in its market areas. The principal business of the Bank consists primarily of accepting retail deposits to invest in one- to four-family residential mortgage loans, mortgage loans secured by commercial real estate, commercial non-mortgage business loans, and consumer loans. These funds are also used to purchase mortgage-backed and related securities, United States Government Agency obligations, municipal bonds, and other permissible investments.

Spok Holdings

Spok Holdings provides a suite of unified clinical communication and collaboration solutions that include call center operations, clinical alerting and notifications, one-way and two-way wireless messaging services, mobile communications and public safety solutions. The company also develops, sells and supports enterprise-wide systems for hospitals and other organizations needing to automate, centralize and standardize mission clinical communications. These solutions are used for contact centers, clinical alerting and notification, mobile communications and messaging and for public safety notifications.

Stewart Information Services Corporation

Stewart Information Services, through its subsidiaries, is primarily engaged in the business of providing title insurance and real estate transaction related services. The company is a global real estate services company, providing products and services through its directly owned policy-issuing offices, network of independent agencies and other businesses within the company The company has two segments: title insurance and related services, which include the functions of searching, examining, closing and insuring the condition of the title to real property; and ancillary services and corporate, which provides search and valuation services to the mortgage industry through Stewart Lender Services, 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.

Triumph Bancorp Inc.

Triumph Bancorp is a financial holding company. Through its bank subsidiary, TBK Bank, SSB, the company provides banking services, commercial finance product lines focused on businesses that require financial solutions. The company's banking offerings include a suite of lending and deposit products and services focused on its local market areas. The company originates a suite of commercial and retail loans including commercial real estate loans, construction and development loans, residential real estate loans, commercial agriculture, general commercial loans, and consumer loans primarily focused on customers in and around its community banking markets.

Veritex Holdings Inc.

Veritex Holdings is a bank holding company. Through its subsidiary, Veritex Community Bank, the company provides commercial banking products and services for small to medium-sized businesses and personnel. The company's loan portfolio consists of commercial real estate and general commercial loans, residential real estate loans, construction and land loans, farmland loans and consumer loans. The company provides consist of demand, savings, money market and time deposit accounts. The company also provides online banking solutions including access to account balances, online transfers, online bill payment and electronic delivery of customer statements, debit cards, night depository, direct deposit, and cashier's checks.

Zions Bancorporation N.A.

Zions is a commercial bank. The company provides a range of banking and related services, primarily in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company provides community banking services through its main business lines of small and medium-sized business and corporate banking; commercial and residential development, construction and term lending; retail banking; treasury cash management and related products and services; residential mortgage servicing and lending; trust and wealth management; capital markets activities, including municipal finance advisory and underwriting; and investment activities.

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Analysts
Jonathan Moreland

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