Report
Jonathan Moreland
EUR 9.54 For Business Accounts Only

InsiderInsights.com Daily Ratings Report: June 15, 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
American Well

AppFolio Inc Class A

AppFolio provides industry-specific, cloud-based business software solutions, services and data analytics. The company's solutions include: AppFolio Property Manager, a cloud-based software solution that provides tools and services designed to streamline their property management businesses; AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes providing tools and services designed to streamline their real estate investment management businesses; and MyCase, a cloud-based software solution for the legal market that provides small law firms tools and services designed to streamline their legal practice and manage their caseload.

ClearBridge Energy MLP Opportunity Fund Inc.

Community Trust Bancorp Inc.

Community Trust Bancorp is a bank holding company. Through its subsidiaries, the company engages in a range of commercial and personal banking and trust and wealth management activities, which include accepting time and demand deposits; making secured and unsecured loans to corporations, individuals and others; providing cash management services to corporate and individual customers; issuing letters of credit; renting safe deposit boxes; and providing funds transfer services. The lending activities of the company's subsidiary, Community Trust Bank, Inc., include making commercial, construction, mortgage, and personal loans. Lease-financing, lines of credit, term loans, and other loans are also available.

CURO Group Holdings Corp.

CURO Group Holdings is a finance company serving a range of underbanked consumers in the United States and Canada. The company provides unsecured installment loans, secured installment loans, open-end loans, single-pay loans and a number of ancillary financial products, including check cashing, proprietary reloadable prepaid debit cards, credit protection insurance in the Canadian market, gold buying, retail installment sales and money transfer services. The company operates in the United States under the Speedy Cash and Rapid Cash brands, as well as under the Avio Credit brand. The company operates in Canada under Cash Money and LendDirect brands, which provides installment loans online and at certain stores.

Dorchester Minerals L.P.

Dorchester Minerals is engaged in the acquisition, ownership and administration of Royalty Properties and Net Profits Interests (NPIs). The Royalty Properties consist of producing and nonproducing mineral, royalty, overriding royalty, net profits, and leasehold interests located in several counties and parishes in several states. The NPIs represent net profits overriding royalty interests in various properties owned by the operating partnership. The company's general partner is Dorchester Minerals Management LP, which is managed by its general partner, Dorchester Minerals Management GP LLC.

loanDepot

Meridian

Meridian is a bank holding company. Through its subsidiary, Meridian Bank, the company has three principal business line distribution channels: Commercial Banking, which serves both commercial and consumer customers via deposits and cash management, commercial and industrial lending and leasing, commercial real estate lending, small business lending, and title and land settlement services; Mortgage Banking, which operates and originates mortgage loans in the Pennsylvania, New Jersey, Delaware and Maryland markets; and Wealth Management and Advisory Services, which provides wealth management services and products and the guidance to help its clients and its banking customers prepare for the future.

MOVANO INC

PIMCO Energy & Tactical Credit Opportunities Fund

RE/MAX Holdings Inc.

Re/Max Holdings is a holding company. The company's only business is to act as the sole manager of RMCO, LLC. The company is a franchisor in the real estate industry, franchising real estate brokerages globally under the RE/MAX (RE/MAX) brand, and mortgage brokerages within the U.S. under the Motto Mortgage (Motto) brand. RE/MAX and Motto are fully franchised - the company does not own any of the brokerages that operate under these brands. All of the RE/MAX branded brokerage office locations are being operated by franchisees. The company operates under the following three segments: RE/MAX Franchising, Motto Franchising and booj.

RingCentral Inc. Class A

RingCentral is a provider of software-as-a-service solutions. The company's product portfolio, among others, includes: RingCentral Office, which provides a unified activity for communication and collaboration across multiple modes; RingCentral Meetings, which is a collaborative meetings solution that provides web meetings, video conferencing, and screen sharing integrated with team messaging; RingCentral Professional, which is a cloud based virtual telephone service offering designed for personnel who are on the go; and RingCentral Fax, which provides online fax capabilities that allow businesses to send and receive fax documents without the need for a fax machine.

Safety Insurance Group Inc.

Safety Insurance Group is a holding company. Through its subsidiaries, the company is a provider of private passenger, commercial automobile and homeowners insurance in Massachusetts. The company's product lines include: Private Passenger Automobile, which provides coverage for bodily injury and property damage to others, no-fault personal injury coverage for the insured/insured's car occupants, and physical damage coverage for an insured's own vehicle for collision or other perils; Commercial Automobile, which provides insurance for commercial vehicles used for business purposes; and Inland Marine, which provides inland marine coverage as an endorsement for all homeowners and business owner policies.

South Plains Financial

South Plains Financial is a bank holding company. Through its subsidiary, the company provide a wide range of commercial and consumer financial services to small and medium-sized businesses and individuals in Co,'s market areas. The company's principal business activities include commercial and retail banking, along with insurance, investment, trust and mortgage services. The company operates 21 full-service banking locations across six geographic markets and 13 loan production offices both in its banking markets and in certain key areas.

Zoom Video Communications, Inc.

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Analysts
Jonathan Moreland

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