Report
Jonathan Moreland
EUR 9.21 For Business Accounts Only

InsiderInsights Daily Ratings Report: March 12, 2020

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
Affiliated Managers Group Inc.

Affiliated Managers Group is a global asset management company with equity investments in boutique investment management firms (Affiliates). The company provides centralized capabilities to its Affiliates, including strategy, marketing and distribution, and product development. Through its Affiliates, the company provides strategies designed to assist institutional, retail and clients worldwide in achieving their investment objectives. The company provides boutique investment management services to retail investors through advisory and sub-advisory services to return-oriented mutual funds, Undertakings for the Collective Investment of Transferable Securities, collective investment trusts and other retail products.

AG Mortgage Investment Trust Inc.

AG Mortgage Investment Trust is a real estate investment trust focused on investing in, acquiring and managing a portfolio of residential mortgage assets (RMBS), and other real estate-related securities and financial assets, including Non-Agency RMBS, asset backed securities (ABS), commercial mortgage-backed securities, excess mortgage servicing rights, loans and single-family rental properties. The company has two segments: Securities and Loans, which includes Agency RMBS, Residential Investments, Commercial Investments, and ABS; and Single-Family Rental Properties, which includes a stabilized portfolio of single-family rental properties located predominately in the Southeast U.S.

Armstrong Flooring Inc.

Armstrong Flooring is a producer of resilient flooring products for use primarily in the construction and renovation of commercial, residential and institutional buildings. The company designs, manufactures, sources and sells flooring products primarily in North America and the Pacific Rim.

Avaya Holdings

Avaya Holdings is a holding company. Through its subsidiaries, the company provides digital communications products, solutions and services. The company has two segments: Products and Solutions, which encompasses the company's unified communications and contact center platforms, applications and devices; and Services, which consists of three business areas: Global Support Services, Enterprise Cloud and Managed Services, and Professional Services. The company sells directly via its worldwide sales force and indirectly through its global network of channel partners, including distributors, service providers, dealers, value-added resellers, systems integrators and business partners that provide sales and services support.

BancFirst

BancFirst conducts a majority of its operating activities through its subsidiary, BancFirst (BancFirst). The company also conducts operating activities through its subsidiary, Pegasus Bank. BancFirst's main lending activity is the financing of business and industry in its market areas. Most forms of commercial lending are provided, including commercial mortgages, other forms of asset-based financing and working capital lines of credit. BancFirst's range of deposit services include checking accounts, negotiable order of withdrawal accounts, savings accounts, money market accounts, sweep accounts, club accounts, individual retirement accounts and certificates of deposit.

Bunge Limited

Camping World Holdings Inc. Class A

Camping World Holdings is a holding company. Through its subsidiaries, the company is a retailer of recreational vehicles (RVs) and RV-related products and services, and a retailer of outdoor lifestyle and active sports-related products and services. The company's segments include: consumer services and plans, which provides extended vehicle service contracts, emergency roadside assistance, property and casualty insurance programs, membership clubs, vehicle financing and refinancing, travel protection, and co-branded credit cards; dealership, which provides new vehicles and used vehicles; and retail, which includes: RV supply and maintenance products, and outdoor equipment and recreational products.

Cedar Fair L.P.

Cedar Fair is an amusement park operator. The company's amusement parks include: Cedar Point, located on Lake Erie between Cleveland and Toledo in Sandusky, OH; Knott's Berry Farm, near Los Angeles, CA; Canada's Wonderland, near Toronto, Canada; Kings Island, near Cincinnati, OH; Carowinds, in Charlotte, NC; Dorney Park & Wildwater Kingdom, in Allentown, PA; Kings Dominion, near Richmond, VA; California's Great America, in Santa Clara, CA; Valleyfair, near Minneapolis/St. Paul, MN; Worlds of Fun, in Kansas City, MO; and Michigan's Adventure, in Muskegon, MI. The company also manages and operates Gilroy Gardens Family Theme Park in Gilroy, CA.

CenterState Bank Corporation

CenterState Bank is a financial holding company. Through its national bank subsidiary, CenterState Bank, N.A. (the Bank), the company provides a range of consumer and commercial banking services to individuals, businesses and industries through its headquarters branch in Winter Haven, FL. The company also operates, through its Bank, a correspondent banking and capital markets service division for small and medium sized community banks throughout the United States. The company's loans are concentrated in three primary areas: real estate loans, commercial loans and consumer loans. The company's primary deposits include its regular savings, demand, negotiable order of withdrawal, and money market deposit accounts.

Cheniere Energy Partners L.P.

Columbia Property Trust Inc.

Columbia Property Trust is a real estate investment trust that owns and operates commercial real estate properties. The company conducts its business primarily through its subsidiary, Columbia Property Trust Operating Partnership, L.P., which acquires, redevelops, owns, leases, and operates real properties directly and through wholly and partially owned subsidiaries and joint ventures.

DCP Midstream LP

DCP Midstream is a limited partnership that owns, operates, acquires and develops a portfolio of midstream energy assets. The company's operations are organized into two reportable segments: Logistics and Marketing and Gathering and Processing. The company's Logistics and Marketing segment includes transporting, trading, marketing and storing natural gas and natural gas liquids (NGLs), fractionating NGLs and wholesale propane logistics. The company's Gathering and Processing segment consists of gathering, compressing, treating, and processing natural gas, producing and fractionating NGLs, and recovering condensate.

Entercom Communications Corp. Class A

Entercom Communications is a holding company. Through its subsidiaries, Co, is a media and entertainment company primarily engaged in the sale of advertising time to local, regional and national advertisers and national network advertisers who purchase commercials in varying lengths. The company focuses on station-related digital product suites, which allow for audience interaction and participation, and integrated digital advertising solutions. The company's stations are classified by their format, such as news, sports, talk, classic rock, urban, adult contemporary, alternative and country, among others.

Equitable Holdings Inc.

Equitable is a holding company. Through its subsidiaries, the company provides various financial services worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions.

EVO Payments

EVO Payments is a payment technology and services provider, providing an array of payment solutions to merchants. The company provides card-based payment processing services to small and middle market merchants, multinational corporations, government agencies, and other business and nonprofit enterprises. These services enable merchants to accept credit and debit cards and other electronic payment methods as payment for their products and services by providing terminal devices, card authorization, data capture, funds settlement, risk management, fraud detection, and chargeback services. The company operates in two reportable segments: North America and Europe.

Exterran Corp.

Exterran is a global systems and process company. The company operates in the following primary business lines: contract operations, which provides compression and processing and treating services through the operation of its natural gas compression equipment and crude oil and natural gas production and process equipment; aftermarket services, which sells parts and components and provides operations, maintenance, repair, overhaul, upgrade, startup and commissioning and reconfiguration services; and product sales, which designs, engineers, manufactures, installs and sells natural gas compression packages as well as equipment used in the treating and processing of crude oil, natural gas and water.

Fastly

Fastly is engaged in providing cloud computing services. The company provides developers with a programmable and reliable edge cloud platform that they adopt as their own. The company builts an edge cloud platform, designed from the ground up to be programmable and support agile software development. The company's platform consists of four primary components: a programmable edge, a software-defined modern network, safety in depth, and a philosophy of customer empowerment. The company's programmable edge provides developers with real-time visibility and control, where they can write and deploy code to push application logic to the edge. It supports application delivery processes.

Fidus Investment Corp

Fidus Investment operates as an externally managed, closed-end, non-diversified business development company. The company's investment objective is to provide risk-adjusted returns by generating both current income from its debt investments and capital appreciation from its equity related investments.

First Busey Corporation

First Busey is a financial holding company. Through its subsidiary, Busey Bank, the company conducts a range of financial services. The company has three segments: Banking, which provides banking services to individual and corporate customers through its banking center network in Illinois, St. Louis, MO metropolitan area, southwest Florida and through its banking center in Indianapolis, IN; Remittance Processing, which provides for online bill payments, lockbox and walk-in payments; and Wealth Management, which provides a range of asset management, investment and fiduciary services to individuals, businesses and foundations, tax preparation, philanthropic advisory services and farm and brokerage services.

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.

Genesis Energy L.P.

Genesis Energy is a limited partnership focused on the midstream segment of the crude oil and natural gas industry in the Gulf of Mexico and the Gulf Coast region of the United States. The company provides an integrated suite of services to refiners, crude oil and natural gas producers, and industrial and commercial enterprises and has a portfolio of assets, including pipelines, offshore hub and junction platforms, refinery-related plants, storage tanks and terminals, railcars, rail unloading facilities, barges and other vessels, and trucks. The company has four segments: offshore pipeline transportation, sodium minerals and sulfur services, onshore facilities and transportation and marine transportation.

Hillenbrand Inc.

Hillenbrand is a global industrial company with several brands that serve a variety of industries. The company's segments are: Process Equipment Group, which designs, engineers, manufactures, markets, and services process and material handling equipment and systems for a variety of industries, including plastics, food and pharmaceuticals, chemicals, fertilizers, minerals and mining, energy, wastewater treatment, forest products, and other general industrials; and Batesville?, which is engaged in the death care industry in North America, where it designs, manufactures, distributes, and sells funeral service products and solutions to funeral directors operating funeral homes.

HomeStreet Inc.

HomeStreet is a bank holding company. Through its subsidiary, HomeStreet Bank (the Bank), the company provides commercial and consumer loans including mortgage loans, deposit products, private banking and cash management services. The company's loan products include commercial business and agriculture loans, consumer loans, single family residential mortgages, loans secured by commercial real estate, and construction loans for residential and commercial real estate projects. The company's subsidiary, HomeStreet Capital Corporation sells and services multifamily mortgage loans originated by HomeStreet Bank under the Federal National Mortgage Association Delegated Underwriting and Servicing Program.

Huntsman Corporation

Huntsman is a manufacturer of organic chemical products. The company's products are used in a range of applications, including those in the adhesives, aerospace, automotive, construction products, personal care and hygiene, durable and non-durable consumer products, digital inks, electronics, insulation, medical, packaging, coatings and construction, power generation, refining, synthetic fiber, textile chemicals and dyes industries. The company's primary product lines include methyl diphenyl diisocyanate, amines, maleic anhydride, epoxy-based polymer formulations, textile chemicals and dyes. The company's segments are: Polyurethanes, Performance Products, Advanced Materials and Textile Effects.

INDEPENDENT BANK GROUP INC

Independent Bank Group is a bank holding company. Through its subsidiary, Independent Bank, the company provides a range of banking services to individual and corporate customers in the north, central and southeast Texas areas. The company is engaged in community banking activities, which include commercial and retail lending, deposit gathering, investment and liquidity management activities. The company's primary deposit products are demand deposits, money market accounts and certificates of deposit, and its primary lending products are commercial business and real estate, real estate mortgage and consumer loans.

International Bancshares Corporation

International Bancshares is a multibank financial holding company. Through its bank subsidiaries, the company is engaged in the business of accepting checking and savings deposits and the making of commercial, real estate, personal, home improvement, automobile and other installment and term loans. The company's international banking business includes providing letters of credit, making commercial and industrial loans and providing foreign exchange services. The company's bank subsidiaries also provide other related services, such as credit cards, safety deposit boxes, collections, notary public, escrow services, drive up and walk up facilities and other customary banking services.

Kinder Morgan Inc Class P

Kinder Morgan is an energy infrastructure company. The company's segments are: Natural Gas Pipelines, which includes the ownership and operation of, among others, main interstate and intrastate natural gas pipeline and storage systems; Products Pipelines, which includes the refined petroleum products, crude oil and condensate pipelines; Terminals, which includes the ownership and/or operation of, among others, liquids and bulk terminal facilities; and carbon dioxide (CO2), which includes the production, transportation and marketing of CO2, ownership interests in and/or operation of oil fields and gasoline processing plants in West Texas.

Liquidity Services

Liquidity Services is engaged in operating a network of e-commerce marketplaces that enable buyers and sellers to transact in an automated environment. The company's reportable segments are: Retail Supply Chain Group, which consists of marketplaces that enable corporations to sell surplus and salvage consumer goods and retail capital assets; Capital Assets Group, which provides solutions to sellers and it consists of marketplaces that enable commercial businesses to sell surplus, salvage, and scrap assets; GovDeals, which provides self-directed service solutions; and Machinio, which operates an online platform for listing used equipment for sale in the construction, machine tool, among others.

Live Nation Entertainment Inc.

Live Nation Entertainment is a live entertainment company. The company's segments are: Concerts, which involves the global promotion of live music events, the operation and management of music venues, the production of music festivals, the creation of associated content and the provision of management and other services to artists; Ticketing, which is an agency business that sells tickets for events on behalf of its clients and retains a fee, or service charge, for these services; and Sponsorship and Advertising, which employs a sales force that creates and maintains relationships with sponsors that allow businesses to reach customers through its concert, festival, venue and ticketing assets.

Live Oak Bancshares

Live Oak Bancshares is a bank holding company. Through its subsidiary, Live Oak Banking Company (the Bank), the company is engaged in providing lending and deposit related services. The company directly or indirectly holds the following wholly-owned subsidiaries: Canapi Advisors, LLC, which provides investment advisory services; Live Oak Ventures, Inc., which invests in businesses that align with the company's initiative in financial technology; Live Oak Grove, LLC, which provides an on-site restaurant location; Government Loan Solutions, Inc., which is a management and technology consulting firm; and 504 Fund Advisors, LLC, which serves as the investment advisor to the 504 Fund, a closed-end mutual fund.

MEREDITH CORP

Meredith is a media company. The company is engaged in providing consumers with content and delivering the messages of its advertising and marketing partners. The company operates two business segments: national media and local media. The company's national media segment includes national consumer media brands delivered via multiple media platforms including print magazines, digital and mobile media, brand licensing activities, database-related activities, affinity marketing, and business-to-business marketing products and services. The company's local media segment consists of television stations located across the United States in markets with related digital and mobile media assets.

New Senior Investment Group Inc

New Senior Investment Group is a real estate investment trust with a portfolio of primarily private pay senior housing properties located across the U.S. The company's portfolio is comprised of primarily private pay senior housing properties located across various states. The company conducts its business through three reportable segments: Managed Independent Living Properties, Managed Assisted Living/Memory Care Properties and Triple Net Lease Properties. The company's managed properties are managed by affiliates or subsidiaries of Holiday Retirement, FHC Property Management LLC, Jerry Erwin Associates, Inc., Thrive Senior Living LLC, Grace Management, Inc. and Watermark Retirement Communities, Inc.

NuStar Energy L.P.

NuStar Energy is engaged in the transportation of petroleum products and anhydrous ammonia, and the terminalling, storage and marketing of petroleum products. The company's reportable business segments are: pipeline, which consist of the transportation of refined products, crude oil and anhydrous ammonia; storage, which provide storage, handling and other services for petroleum products, crude oil, chemicals and other liquids; and fuels marketing, which includes its bunkering operations at its St. Eustatius and Texas City terminals, as well as certain of its blending operations.

ONEOK Inc.

Oneok is a midstream service provider. The company's segments include: Natural Gas Gathering and Processing, which provides midstream services to producers in North Dakota, Montana, Wyoming, Kansas and Oklahoma; natural gas liquids (NGLs), which owns and operates facilities that gather, fractionate, treat and distribute NGLs and store NGL products, primarily in Oklahoma, Kansas, Texas, New Mexico and the Rocky Mountain region; and Natural Gas Pipelines, which provides transportation and storage services to end users through its wholly owned assets and its ownership interests in Northern Border Pipeline Company and Roadrunner Gas Transmission, LLC.

Park Hotels & Resorts Inc.

Park Hotels & Resorts is a lodging real estate investment trust with a portfolio of hotels and resorts. The company's portfolio includes hotels in primary urban and convention areas, such as New York City, Washington, D.C., Chicago, San Francisco, Boston, New Orleans and Denver; resorts in key leisure destinations, including Hawaii, Orlando, Key West and Miami Beach; and hotels adjacent to primary gateway airports, such as Los Angeles International, Boston Logan International and Miami International, as well as hotels in select suburban locations. The company operates its business through two operating segments: consolidated hotels; and unconsolidated hotels.

Patterson-UTI Energy Inc.

Patterson-UTI Energy is an oilfield services company that primarily owns and operates fleets of land-based drilling rigs and a fleet of pressure pumping equipment. The company's business segments are: contract drilling services, which markets its contract drilling services to independent and other oil and natural gas operators; pressure pumping services, which provides pressure pumping services to oil and natural gas operators, primarily in Texas, the Mid-Continent region and the Appalachian region; and directional drilling services, which provides a suite of directional drilling services, including directional drilling and downhole performance motors in various onshore oil and natural gas basins.

Plains GP Holdings LP Class A

Prosperity Bancshares Inc.(R)

Prosperity Bancshares is a financial holding company, engaged in providing a variety of financial products and services to small and medium-sized businesses and consumers. The company is a real estate lender with commercial real estate (including multifamily residential), one-to-four family residential and construction, land development and other land loans. The company also provides commercial loans, agricultural loans, loans for automobiles and other consumer durables, home equity loans, debit and credit cards, internet banking and other cash management services, mobile banking, trust and wealth management, retail brokerage services, mortgage banking services and automated telephone banking.

SM Energy Company

SM Energy is an independent energy company engaged in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the state of Texas. The company's operations are concentrated in the Midland Basin and South Texas.

Southside Bancshares Inc.

Southside Bancshares is a bank holding company for Southside Bank. Through its subsidiaries, the company provides a range of financial services to individuals, businesses, municipal entities, and nonprofit organizations in the communities that it serves. These services include consumer and commercial loans, deposit accounts, wealth management and trust services, brokerage services and safe deposit services. The company provides a variety of deposit accounts with a range of interest rates and terms, including savings, money market, interest and noninterest bearing checking accounts and certificates of deposit.

STORE Capital Corporation

Store Capital is an internally managed net-lease real estate investment trust, that is engaged in the acquisition, investment and management of Single Tenant Operational Real Estate properties. The company's customers operate across a variety of industries within the service, retail and manufacturing sectors of the U.S. economy, with restaurants, early childhood education centers, furniture stores, health clubs and movie theaters representing the main industries in the company's portfolio. From time to time, the company also provides mortgage financing to its customers.

TransDigm Group Incorporated

TransDigm Group is a holding company. Through its subsidiaries, the company designs, produces and supplies aircraft components for use on commercial and military aircraft. The company's segments are: Power and Control, which develops, produces and markets systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power and mechanical motion control technologies; Airframe, which develops, produces and markets systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies; and Non-aviation, which develops, produces and markets products for non-aviation markets.

ViacomCBS Inc. Class B

ViacomCBS is a media and entertainment company. The company's TV Entertainment segment creates and acquires programming for distribution and viewing on several media platforms. The company's Cable Networks segment creates and acquires programming for distribution and viewing on several media platforms. The company's Filmed Entertainment segment develops, produces, finances, acquires and distributes films, television programming and other entertainment content in various markets and media worldwide. The company's Publishing segment publishes and distributes Simon & Schuster consumer books domestically and internationally and includes imprints such as Simon & Schuster?, Scribner?, Atria Books? and Gallery Books?.

Western Alliance Bancorp

Western Alliance is a bank holding company. Through its subsidiaries, the company provides a variety of financial services to customers, including commercial real estate loans, construction and land development loans, commercial loans, and consumer loans. The company provides deposit products, including checking accounts, savings accounts, money market accounts, and other types of deposit accounts, including fixed-rate, fixed maturity certificates of deposit. In addition to commercial banking activities, the company provides other financial services to its customers, including: internet banking, wire transfers, electronic bill payment and presentment, lock box services, courier, and cash management services.

WisdomTree Investments Inc.

WisdomTree Investments is an asset management company that focuses on exchange-traded products (ETPs). The company operates as an ETP sponsor and asset manager providing investment advisory services globally. Through its subsidiaries, the company provides investment advisory and other management services to its ETPs collectively providing ETPs covering equity, commodity, fixed income, leveraged and inverse, currency and alternative strategies. The company's United States Business segment includes the company's Japan sales office, WTJ, which engaged in selling United States listed exchange-traded funds to Japanese institutions; and the company's International Business segment includes the company's European business and Canadian business.

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Jonathan Moreland

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