Report
Jonathan Moreland
EUR 9.62 For Business Accounts Only

InsiderInsights Daily Ratings Report: March 3, 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.

Alta Equipment Group Inc.

American Airlines Group Inc.

American Airlines Group is a holding company. Through its subsidiaries, the company's business activity is the operation of a primary network carrier, providing scheduled air transportation for passengers and cargo. The company's regional carriers provide scheduled air transportation under American Eagle. The American Eagle carriers include the company's regional carriers Envoy Aviation Group Inc., PSA Airlines, Inc. and Piedmont Airlines, Inc., as well as third-party regional carriers including Republic Airline Inc., Mesa Airlines, Inc., SkyWest Airlines, Inc. and Compass Airlines, LLC. The company's cargo division provides freight and mail services, with facilities and interline connections available across the globe.

Cambridge Bancorp

Cambridge Bancorp is a bank holding company. Through its bank subsidiary, Cambridge Trust Company (the Bank), the company focuses on wealth management, the commercial banking business and private banking for clients including residential lending and personal banking. The Bank is engaged primarily in the business of accepting deposits from the public and investing those deposits. The Bank invests those funds in various types of loans, including residential and commercial real estate, and a variety of commercial and consumer loans. The Bank also invests its deposits and borrowed funds in investment securities.

Carrols Restaurant Group Inc

Carrols Restaurant Group is a holding company. Through its subsidiaries, the company is engaged as a Burger King? franchisee. The company owns and operates Burger King restaurants located in Northeastern, Midwestern and Southeastern states. Burger King restaurants feature the flame-broiled Whopper? sandwich, as well as a variety of hamburgers, chicken and other specialty sandwiches, french fries, salads, breakfast items, snacks, soft drinks and other offerings.

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.

Chevron Corporation

Chevron is engaged in energy and chemicals operations. Upstream operations consist primarily of, among others, exploring for, developing and producing crude oil and natural gas; processing, liquefaction, transportation and regasification associated with liquefied natural gas, storage and marketing of natural gas; and a gas-to-liquids plant. Downstream operations consist primarily of, among others, refining crude oil into petroleum products; marketing of crude oil and refined products; and manufacturing and marketing of commodity petrochemicals, plastics for industrial uses and fuel and lubricant additives.

Chico's FAS Inc.

Chico's FAS is a retailer of women's private branded, casual-to-dressy apparel, intimates and complementary accessories. The company operates under the Chico's, White House Black Market (WHBM) and Soma brand names. Chico's primarily sells private branded clothing focusing on women 45 and older. WHBM primarily sells clothing focusing on women 35 and older with clothing and accessory items including everyday basics, polished casual apparel, relaxed workwear, black and white pieces, and feminine all-occasion dresses. The Soma brand primarily sells lingerie, sleepwear and loungewear products focusing on women. The company's boutiques are located in the U.S., Puerto Rico, the U.S. Virgin Islands and Canada.

Citizens Financial Group Inc.

Citizens Financial Group is a bank holding company. The company's principal business activity is banking, conducted through its banking subsidiary Citizens Bank, National Association. The company's operating segments are: Consumer Banking and Commercial Banking. In Consumer Banking, the company provides mobile and online banking, a 24/7 customer contact center and automated teller machines. Consumer Banking products and services include a range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, the company provides corporate, institutional and not-for-profit clients a range of wholesale banking products and services including lending and deposits, and capital markets.

Continental Resources Inc.

Continental Resources is an independent crude oil and natural gas company engaged in the exploration, development, and production of crude oil and natural gas mainly in the North, South and East regions of the U.S. The North region consists of properties north of Kansas and west of the Mississippi River and includes North Dakota Bakken, Montana Bakken, and the Red River units. The South region includes all properties south of Nebraska and west of the Mississippi River including various plays in the South Central Oklahoma Oil Province and Sooner Trend Anadarko Canadian Kingfisher areas of Oklahoma. The East region is comprised of undeveloped leasehold acreage east of the Mississippi River.

Cutera Inc.

Cutera designs, develops, manufactures, distributes and markets light and energy-based product platforms for use by physicians and other practitioners. The company provides products based on the following platforms: enlighten, excel HR, truSculpt, excel V, xeo, Juliet?, and Secret? radio frequency, each of which enables physicians and other practitioners to perform aesthetic procedures, including treatment for body contouring, skin resurfacing and revitalization, tattoo removal, removal of benign pigmented lesions, vascular conditions, hair removal, toenail fungus and women's health. In addition, the company provides other products such as GenesisPlus, CoolGlide, and distributes ZO's skincare products.

DermTech Inc

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.

Dow Inc.

Dow is a holding company. Through its subsidiaries, the company delivers science-based products and solutions for its customers. The company's segments are: Packaging and Specialty Plastics, which focuses on polyolefin product portfolio to deliver plastics to customers; Industrial Intermediates and Infrastructure, which produces and markets ethylene oxide and propylene oxide derivatives that are aligned to market segments as appliances, coatings, infrastructure and oil and gas; and Performance Materials and Coatings, which utilizes the company's acrylics-, cellulosics- and silicone-based technology platforms to serve the needs of the architectural and industrial coatings, home care and personal care end-markets.

Eaton Vance Senior Floating-Rate Fund

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.

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 Solar Inc.

First Solar is a provider of photovoltaic (PV) solar energy solutions. The company designs, manufactures and sells PV solar modules with a thin film semiconductor technology, and also develops and sells PV solar power systems that mainly use the modules it manufactures. The company also provides operations and maintenance (O&M) services to system owners. The company's modules segment involves the design, manufacture and sale of cadmium telluride solar modules, which convert sunlight into electricity. The company's second segment is its systems segment, through which it provides power plant solutions, which include project development, engineering, procurement, and construction services and O&M 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.

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.

Hersha Hospitality Trust Class A

Hersha Hospitality Trust is a real estate investment trust. The company invests primarily in institutional grade hotels in primary urban gateway markets including New York, Washington, District of Columbia, Boston, Philadelphia, South Florida and select markets on the West Coast. The company owns its hotels and its investments in joint ventures through its operating partnership, Hersha Hospitality Limited Partnership, for which the company serves as the sole general partner. The majority of the company's wholly-owned hotels are managed by Hersha Hospitality Management, L.P., a management company owned by certain of its trustees and executive officers and other unaffiliated third party investors.

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.

Ingevity Corporation

Ingevity is a manufacturer of specialty chemicals and activated carbon materials. The company reports in two business segments: Performance Materials, which manufactures and sells hardwood-based, chemically activated carbon products, produced through a technical and specialized process primarily for use in gasoline vapor emission control systems in cars, trucks, motorcycles and boats; and Performance Chemicals, which is comprised of four application areas (pavement technologies, oilfield technologies, industrial specialties, and engineered polymers), develops, manufactures, and sells a range of specialty chemicals primarily derived from co-products of the kraft pulping process and caprolactone.

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.

Investigator Resources

Investigator Resources is a resources company focused on uranium exploration. Co. also develops diverse copper gold silver and iron ore targets within its tenements. Co. operates in South Australia, the Northern Territory and Queensland. Co.'s principal South Australian projects include the Ridgeback copper gold targets, the Jungle Dam iron ore project and the Peterlumbo silver gold prospects.

LMP Automotive Holdings, Inc.

Macy's Inc

Macy's is an omnichannel retail organization operating stores, websites and mobile applications under three brands (Macy's, Bloomingdale's and bluemercury) that sell merchandise, including apparel and accessories (men's, women's and children's), cosmetics, home furnishings and other consumer goods. The company's wholly-owned bank subsidiary, FDS Bank, provides certain collections, customer service and credit marketing services in respect of all credit card accounts that are owned either by Department Stores National Bank, a subsidiary of Citibank, N.A., or FDS Bank and that constitute a part of the credit programs of the company's retail operations.

Matador Resources Company

Matador Resources is an independent energy company engaged in the exploration, development, production and acquisition of oil and natural gas resources in the United States, with a focus on oil and natural gas shale and other unconventional plays. The company's operations are focused on the oil and liquids-rich portion of the Wolfcamp and Bone Spring plays in the Delaware Basin in Southeast New Mexico and West Texas. The company also operates in the Eagle Ford shale play in South Texas and the Haynesville shale and Cotton Valley plays in Northwest Louisiana. Also, the company conducts midstream operations, through its midstream joint venture, San Mateo Midstream, LLC together with San Mateo Midstream II, LLC.

Mayville Engineering

Mayville Engineering is a contract manufacturer that serves the heavy and medium duty commercial vehicle, construction, powersports, agriculture, military and other end markets. The company provides a broad range of prototyping and tooling, production fabrication, coating, assembly and aftermarket components. The company operates 21 facilities located in Arkansas, Michigan, Mississippi, Ohio, Pennsylvania, South Carolina, Virginia, and Wisconsin. The vast majority of the company's sales are to OEM's located throughout the United States.

NGL Energy Partners LP

Noble Midstream Partners LP

Oaktree Specialty Lending Corporation

Oaktree Specialty Lending is a finance company focused on providing customized, credit solutions to companies with limited access to public or syndicated capital markets. The company operates as a closed-end, externally managed, non-diversified management investment company. The company is a regulated investment company. The company seeks to generate current income and capital appreciation by providing companies with financing solutions, including first and second lien loans, unsecured and mezzanine loans, bonds, preferred equity and certain equity co-investments. The company may seek to generate capital appreciation and income through secondary investments at discounts to par in either private or syndicated transactions.

Old Republic International Corporation

Old Republic International is a holding company engaged in the business of insurance underwriting and related services. Through its regulated insurance company subsidiaries, the company conducts its operations in three main segments: General Insurance Group, which is a commercial lines insurance business focused on liability insurance coverages; Title Insurance Group, which consists mainly of the issuance of policies to real estate purchasers and investors based upon searches of the public records, which contain information concerning interests in real property; and the Republic Financial Indemnity Group Run-off Business, which consists of mortgage guaranty and consumer credit indemnity operations.

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.

PacWest Bancorp

PacWest Bancorp is a bank holding company. Through its subsidiary, Pacific Western Bank, the company is focused on relationship-based business banking to small, middle-market, and venture-backed businesses nationwide. The company's Community Banking group provides real estate loans, commercial loans, and deposit and treasury management services to small and medium-sized businesses. The company's National Lending group provides asset-based, equipment, and real estate loans and treasury management services to middle-market businesses. The company's Venture Banking group provides loans and financial services focused on entrepreneurial and venture-backed businesses and their venture capital and private equity investors.

PennantPark Floating Rate Capital Ltd.

PennantPark Floating Rate Capital is a closed-end, externally managed, non-diversified investment company. The company's objectives is to generate both current income and capital appreciation while seeking to preserve capital by investing primarily in loans bearing a variable-rate of interest, or Floating Rate Loans, and other investments made to United States middle-market companies.

Southern National Bancorp of Virginia Inc.

Southern National Bancorp of Virginia is a bank holding company. Through its subsidiary, Sonabank, the company provides financial services to individuals and small and medium sized businesses. The company focuses on making loans secured primarily by commercial real estate and other types of secured and unsecured commercial loans to small and medium-sized businesses, as well as loans to individuals. The company is a Small Business Administration lender. The company also invests in real estate-related securities, including collateralized mortgage obligations and agency mortgage backed securities. In addition, the company provides deposit products, including checking (NOW), savings, money market 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.

Tivity Health Inc.

Tivity Health engages in fitness programs. Through its three programs, SilverSneakers? senior fitness, Prime? fitness and WholeHealth Living?, the company is focused on health and vitality in aging populations. The SilverSneakers senior fitness program is provided to members of Medicare Advantage, Medicare Supplement, and Group Retiree plans. The company provides Prime fitness, a fitness facility access program, via commercial health plans and employers. The company's network of fitness centers delivers both SilverSneakers and Prime fitness. Via its WholeHealth Living program, which the company sells to health plans, the company provides services related to complementary, alternative, and physical medicine.

Tri-Continental Corp.

Trinity Industries Inc.

Trinity Industries is a provider of railcar products and services in North America. The company has the following reportable segments: Railcar Leasing and Management Services Group, which provides operating leases for freight and tank railcars, as well as originates and manages railcar leases for third-party investors and provides fleet maintenance and management services to industrial shippers; Rail Products Group, which manufactures freight and tank railcars in North America used for transporting a variety of liquids, gases, and dry cargo, and also provides a range of maintenance services and solutions; and All Other, which includes the company's highway products business.

Upwork

UPWORK operates an online talent marketplace, which enables businesses to find and work with independent personnel. Freelancers on the company's platform include independent personnel and agencies of varying sizes. The company's marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company,'s Upwork Basic offering provides clients with access to freelance talent with verified work history on its platform and client feedback, the ability to match with the freelancers, and built-in collaboration features. The company's Upwork Plus provides all the product features of Upwork Basic, as well as access to personalized assistance, whether strategic or job-specific.

US XPRESS ENTERPRISES INC

Viad Corp

Viad is an experiential services company with operations in the U.S., Canada, the U.K., continental Europe, and the United Arab Emirates. The company operates through two business groups: GES U.S. and GES International, which is a live events company that produces exhibitions, conferences, corporate events, and consumer events including audio-visual services from technology to content and design, along with registration, data analytics, engagement, and online tools powered that help clients manage their events; and Pursuit, which is a collection of travel experiences that include recreational attractions, hotels and lodges, food and beverage, retail, sightseeing, and ground transportation services.

WAYFAIR INC.

Wayfair is a holding company. Through its e-commerce business model, the company provides customers with browsing, merchandising and product discovery for products from various suppliers. The company has online selections of furniture, decor, decorative accents, housewares, seasonal decor and other home goods. The company's mobile app also provides customers a way to shop for their home from their home using its View in Room 3D augmented reality tool. The company's sites include: Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Wayfair is the only one of the company's sites that also operates internationally, operating as Wayfair.ca in Canada, Wayfair.co.uk in the U.K. and Wayfair.de in Germany.

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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Analysts
Jonathan Moreland

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