Report
Jonathan Moreland
EUR 8.94 For Business Accounts Only

InsiderInsights Weekly Report: May 17, 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
Alkami Technology, Inc.

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.

Americold Realty Trust

Americold Realty Trust is a real estate investment trust. The company is an owner and operator of temperature-controlled warehouses. The company's segments include: warehouse, in which the company provides temperature-controlled warehouse storage and related handling and other warehouse services; third-party managed, in which the company manages warehouses on behalf of third parties and provides warehouse management services to several food retailers and manufacturers in customer-owned facilities, including some of its customers; and transportation, in which the company brokers and manages transportation of frozen and perishable food and other products for its customers.

Amtech Systems Inc.

Amtech Systems is a manufacturer of capital equipment. The company's segments include: Semiconductor, which supplies thermal processing equipment, including solder reflow ovens, diffusion furnaces, and customer high-temp belt furnaces for use by semiconductor and electronics assembly manufacturers; Silicon Carbide/Light-Emitting Diodes, which produces substrate consumables and machinery for lapping (fine abrading) and polishing of materials, such as silicon wafers and sapphire wafers; and Automation, which supplies semiconductor and solar automation with in-house design and manufacturing capabilities and provides single wafer transfer tools as well as batch transfer tools and stocker options.

Angel Oak Financial Strategies Income Term Trust

Atlas Energy Solutions Inc.

Bruker Corporation

Bruker is a developer, manufacturer and distributor of scientific instruments and analytical and diagnostic solutions. Majority of the company's products are used to detect, measure and visualize structural characteristics of chemical, biological and industrial material samples. The company also develops, manufactures and distributes a range of field analytical systems for chemical, biological, radiological, nuclear and explosives detection. The company also develops, manufactures and markets high and low temperature superconducting materials and devices based primarily on metallic low temperature superconductors. The company's segments include: Bruker Scientific Instruments and Bruker Energy and Supercon Technologies.

Callaway Golf Company

Callaway Golf designs, manufactures and sells golf clubs (drivers, fairway woods, hybrids, irons, wedges and putters), golf balls, golf bags and other golf-related accessories. The company generally sells its golf-related products to golf retailers (including pro shops at golf courses and off-course retailers), sporting goods retailers, Internet retailers and mass merchants, directly and through its subsidiaries, and to third-party distributors in the U.S. and in various countries around the world. The company also sells pre-owned Callaway golf products through its website www.callawaygolfpreowned.com and sells Callaway golf products through its websites www.callawaygolf.com and www.odysseygolf.com.

Cummins Inc.

Cummins is a diesel engine manufacturer. The company's segments include: Engine, which manufactures and markets a range of diesel and natural gas powered engines; Distribution, which is the company's primary sales, service, and support channel; Components, which supplies aftertreatment systems, turbochargers, transmissions, filtration products, electronics and fuel systems for commercial diesel and natural gas applications; Power Systems, which includes power generation, industrial, and generator technologies product lines; and New Power, which designs, manufactures, sells and supports electrified power systems ranging from fully electric to hybrid, along with components and subsystems.

DOCGO INC

Edgewell Personal Care Company

Energy Recovery Inc.

Energy Recovery is an energy solutions provider to industrial fluid flow markets. The company's solutions convert wasted pressure energy into a reusable asset and preserve or eliminate pumping technology in hostile processing environments. The company's solutions are marketed and sold in fluid flow markets, such as water, oil and gas, and chemical processing, under several trademarks including ERI?, PX?, Pressure Exchanger?, PX Pressure Exchanger?, and VorTeq?. The company's reportable segments include: Water, which consists of products sold for use in reverse osmosis water desalination; and Oil and Gas, which consists of products sold for use in gas processing, chemical processing, and hydraulic fracturing.

FLOTEK INDUSTRIES INC.

FLUENCE ENERGY INC

Global Indemnity Plc

Global Partners LP

GRAFTECH INTERNATIONAL

GrafTech International is a holding company. Through its subsidiaries, the company is a manufacturer of graphite electrode products essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals. The company's customers include steel producers and other ferrous and non-ferrous metal producers in Europe, the Middle East and Africa, the Americas and Asia-Pacific, which sell their products into the automotive, construction, appliance, machinery, equipment and transportation industries. The company's Industrial Materials segment is comprised of two product categories: graphite electrodes and needle coke products. Needle coke is the key raw material to producing graphite electrodes.

Granit Skopke

Greene County Bancorp Inc.

Greene County Bancorp is a holding company for its subsidiary, The Bank of Greene County (the Bank). Through the Bank, the company is engaged in accepting retail deposits from the general public in the areas surrounding its branches and investing those deposits, together with funds generated from operations and borrowings, primarily in residential mortgage loans, commercial real estate mortgage loans, consumer loans, home equity loans and commercial business loans. The Bank also invests a portion of its assets in state and political subdivision securities and mortgage-backed securities. The company's other subsidiary, Greene Risk Management, Inc., is operating as a pooled captive insurance company.

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.

Humana Inc.

Humana is a holding company. Through its subsidiaries, the company is a health and well-being company. The company manages its business with three segments: Retail, which consists of products sold on a retail basis to individuals including medical and supplemental benefit plans, such as Medicare and state-based Medicaid Contracts; Group and Specialty, which consists of employer group commercial fully-insured medical and specialty health insurance benefits, including dental, vision and life insurance benefits, as well as administrative services only; and Healthcare Services, which includes pharmacy solutions, provider services, clinical care services, and predictive modeling and informatics services

Illumina Inc.

Illumina is engaged in sequencing- and array-based solutions for genetic and genomic analysis. The company provides whole-genome sequencing, genotyping, noninvasive prenatal testing (NIPT), and product support services. Using the company's services, customers can perform whole-genome sequencing projects and microarray projects (including large-scale genotyping studies and whole-genome association studies). The company provides NIPT services through its partner laboratories that direct samples to the company on a test send-out basis in its Clinical Laboratory Improvements Amendments-certified, College of Pathologists-accredited laboratory. The company also provides support services to customers who have purchased its products.

International Flavors & Fragrances Inc.

International Flavors & Fragrances is a creator and manufacturer of taste, scent and complementary adjacent products, including cosmetic active and natural health ingredients. The company's operating segments are Taste and Scent. The Taste segment develops a range of different flavors and taste offerings for its customers, most of which are tailor-made. The company's Taste business is comprised of various portfolios across flavor compounds, savory solutions, inclusions and nutrition and specialty ingredients. The Scent segment creates fragrance compounds and fragrance ingredients for the household and personal care products. The company also produces cosmetic active and functional ingredients for use in cosmetics.

James River Group Holdings Ltd

Liberty Latin America A

Ligand Pharmaceuticals Incorporated

Ligand Pharmaceuticals is a biopharmaceutical company focused on developing and acquiring technologies that help pharmaceutical companies discover and develop medicines. The company employs research technologies such as antibody discovery technologies, structure-based drug design, formulation science and liver targeted pro-drug technologies to assist companies in their work toward securing prescription drug and biologic approvals. The company's collaboration partners and licensees have programs in clinical development targeting cancer, seizure, diabetes, cardiovascular disease, muscle wasting, liver disease, and kidney disease, among others.

MorningStar Partners, L.P.

Myomo

Myomo is a wearable medical robotics company that develops, designs, and produces myoelectric orthotics for people with neuromuscular disorders. The company develops and markets the MyoPro product line. MyoPro is a myoelectric-controlled upper limb brace, or orthosis. The orthosis is a rigid brace used for the purpose of supporting a patient's weak or deformed arm to enable and improve functional activities of daily living, ADLs, in the home and community. The company's devices are referred for patients at rehabilitation facilities, including, among others, the Mayo Clinic, Cleveland Clinic, Walter Reed National Military Medical Center, and VA hospitals across the country.

NCR Corporation

NCR is a software- and services-led enterprise provider in the financial, retail, hospitality and telecommunications and technology industries. The company is an enterprise provider selling a portfolio of digital first software, services, hardware and payments. The company's segments include: Banking, which includes automated teller machines and payment processing hardware and software; Retail, which provides solutions that primarily include retail-oriented technologies, such as point of sale (POS) terminals and POS software; Hospitality, which provides solutions that include POS hardware and software solutions; and Other, which includes telecommunications and technology solutions.

OMNIAB INC

ORGANON & CO

Orion Engineered Carbons SA

PROFRAC HLDG CORP

Repay Holdings (A)

Sarepta Therapeutics, Inc.

STAGWELL INC

The Middleby Corporation

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.

UnitedHealth Group Incorporated

UnitedHealth Group is a health care company. The company has four reportable segments across its two business platforms, UnitedHealthcare and Optum: UnitedHealthcare, which provides health care benefits to an array of customers and markets through its UnitedHealthcare Employer & Individual, UnitedHealthcare Medicare & Retirement, UnitedHealthcare Community & State and UnitedHealthcare Global; OptumHealth, which serves the physical, emotional and health-related financial needs of individuals; OptumInsight, which provides services, technology and health care knowledge to main participants in the health care industry; and OptumRx, which provides pharmacy care services and programs.

Vishay Intertechnology Inc.

Vishay Intertechnology is a manufacturer and supplier of discrete semiconductors and passive components. The company's semiconductor products include metal oxide semiconductor field-effect transistors, diodes, and optoelectronic components. Semiconductors are used to perform functions such as switching, amplifying, rectifying, routing, or transmitting electrical signals, power conversion, and power management. The company's passive components include resistors, capacitors, and magnetics such as inductors and transformers. Passive components are used to store electrical charges, to limit or resist electrical current, and to help in filtering, surge suppression, measurement, timing, and tuning applications.

WESTROCK COFFEE COMPANY LLC

Winmark Corp.

Winmark is a franchisor of retail store concepts that buy, sell, and trade used merchandise. Each of the company's retail store brands provide used merchandise at savings from the price of new merchandise. The company's concepts also provide some new merchandise to customers. The company has two reportable business segments, franchising and leasing. The franchising segment franchises retail store concepts that buy, sell, trade and consign merchandise as well as provides consulting services related to franchising. The leasing segment includes Winmark Capital Corporation, its middle-market equipment leasing business and Wirth Business Credit, Inc., its small-ticket financing business.

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Analysts
Jonathan Moreland

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