Report
Jonathan Moreland
EUR 9.34 For Business Accounts Only

InsiderInsights Weekly Report: December 9, 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
Amrep

AMREP, through its subsidiaries, is engaged in the real estate business. The company conducts its real estate business primarily in the City of Rio Rancho and certain adjoining areas of Sandoval County, NM. The company sells both developed and undeveloped lots to national, regional and local homebuilders, commercial and industrial property developers and others. The company also acquires land, focusing primarily in New Mexico, after completion of market research, soil tests, environmental studies and other engineering work, a review of zoning and other governmental requirements, discussions with homebuilders or other end-users of the property and financial analysis of the project and estimated development costs.

ASA
Bristol-Myers Squibb Company

Bristol-Myers Squibb is engaged in the discovery, development, licensing, manufacturing, marketing, distribution and sale of biopharmaceutical products. The company's products are sold worldwide, primarily to wholesalers, specialty distributors, retail pharmacies, hospitals, government entities and the medical profession. The company manufactures products in the United States and Puerto Rico and has manufacturing operations in two foreign countries. The company has products in the following therapeutic classes: hematology, oncology, cardiovascular and immunology. The company's pharmaceutical products include chemically-synthesized or small molecule drugs and products produced from biological processes, called biologics.

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.

BUTLER NATIONAL CORP

Charles & Colvard Ltd.

Charles & Colvard manufactures, markets, and distributes Charles & Colvard Created Moissanite? (which the company refers to as moissanite or moissanite jewels) and finished jewelry featuring its proprietary moissanite gemstone for sale in the worldwide jewelry market. The company sells loose moissanite jewels and finished jewelry through various operating segments: its Online Channels segment, which comprises its charlesandcolvard.com website, e-commerce outlets, including marketplaces, drop-ship customers, and other e-commerce customers; and its Traditional segment, which consists of domestic and international distributors and retail customers.

ClearBridge Energy MLP Fund Inc.

ClearBridge Energy MLP Opportunity Fund Inc.

CommScope Holding Co. Inc.

CommScope Holding is a provider of infrastructure solutions for communication networks. The company's solutions and services for wired and wireless networks enable high-bandwidth data, video and voice applications. The company's operating segments are: CommScope Connectivity Solutions (CCS) and CommScope Mobility Solutions (CMS). The CCS segment is engaged in providing fiber optic and copper connectivity solutions for use in data centers and business enterprise, telecommunications, cable television and residential broadband networks. The CMS segment is engaged in providing infrastructure for wireless networks.

Crown Crafts Inc.

Crown Crafts operates indirectly through its wholly-owned subsidiaries, Sassy Baby, Inc., NoJo Baby & Kids, Inc., and Carousel Designs, LLC, in the infant, toddler and juvenile products segment within the consumer products industry. The infant, toddler and juvenile products segment consists of infant and toddler bedding and blankets, bibs, soft bath products, disposable products, developmental toys and accessories. The company's products are sold directly to retailers, which are primarily mass merchants, mid-tier retailers, juvenile specialty stores, value channel stores, grocery and drug stores, restaurants, wholesale clubs and internet-based retailers, as well as directly to consumers.

EATON VANCE CALIFORNIA MUN INC TRST

Enphase Energy Inc.

Enphase Energy is a global energy technology company. The company designs, develops, manufactures and sells home energy solutions that connect energy generation, energy storage and control and communications management on one platform. The company's semiconductor-based microinverter converts energy at the individual solar module level and, combines with its proprietary networking and software technologies to provide energy monitoring and control. The Enphase Home Energy Solution with IQ consists of four primary components: Enphase microinverters, the AC Battery?, an Envoy gateway, and Enlighten cloud-based software.

EQUITY BANCSHARES

Equity Bancshares is a bank holding company. Through its subsidiary, Equity Bank, the company provides a range of financial services primarily to businesses and business owners as well as individuals. The company provides a variety of loans, including commercial and industrial, commercial real estate-backed loans, commercial lines of credit, working capital loans, term loans, equipment financing, acquisition, expansion and development loans, borrowing base loans, real estate construction loans, homebuilder loans, agricultural, government guaranteed loans, letters of credit and other loan products to national and regional companies, real estate developers, agribusiness companies and other businesses.

ERASCA INC

First Trust Intermediate Duration Preferred and Income Fund

Generation Bio

German American Bancorp

German American Bancorp is a financial holding company. Through its subsidiaries, the company operates banking offices, investment brokerage, and property and casualty insurance agency. The company's primary segments are: core banking, which involves accepting deposits from the general public and using such funds to originate consumer, commercial and agricultural, commercial and agricultural real estate, and residential mortgage loans; trust and investment advisory services, which involves providing trust, investment advisory, and brokerage services to customers; and insurance operations, which provides a range of personal and corporate property and casualty insurance products.

GoodRx Holdings, Inc.

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.

INVESCO PA VALUE MUNI INC TST

Invesco Trust For Investment G

Lazydays Holdings

Lazydays operates recreation vehicle (RV) dealerships and provides a portfolio of products and services for RV owners and outdoor enthusiasts. The company arranges for financing for vehicle purchases through third-party financing sources in exchange for a commission payable to it. The company provides third-party protection plans and services to the purchasers of its RVs as part of the delivery process, including extended vehicle service contracts, tire and wheel protection, guaranteed auto protection and property insurance. The company's parts and services and other include: repair and maintenance, installation of parts and accessories, collision repair, parts and accessories store, RV rentals, and RV campground.

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.

National Storage Affiliates Trust

National Storage Affiliates Trust is a self-administered and self-managed real estate investment trust focused on the self storage sector. The company serves as the sole general partner of its operating partnership subsidiary, NSA OP, LP (operating partnership), to conduct its business, which is focused on the ownership, operation, and acquisition of self storage properties located within metropolitan statistical areas throughout the U.S. The company also owns certain of its self storage properties through other consolidated limited partnership subsidiaries of its operating partnership.

Nuveen New Jersey Dividend Advantage Municipal Fund

Nuveen Pennsylvania Investment Quality Municipal Fund Inc.

PACIFIC CITY FINANCIAL CORP

Perma-Fix Environmental Services Inc.

Perma-Fix Environmental Services, through its subsidiaries, is an environmental and environmental technology company. The company has three segments: Treatment, which includes nuclear, low-level radioactive, mixed waste, hazardous and non-hazardous waste treatment, processing and disposal services, as well as research and development activities to identify, develop and implement waste processing techniques for problematic waste streams; Services, which includes on-site waste management services to commercial and governmental customers, and an equipment calibration and maintenance laboratory; and Medical, which includes research and development of the company's medical isotope production technology.

Pioneer Municipal High Income Trust

PULSE BIOSCIENCES

Pulse Biosciences is a bioelectric medicine company. The company is pursuing regulatory clearance to market CellFX? System (CellFX). The CellFX System utilizes its Nano-Pulse Stimulation? (NPS) technology to treat various applications for which an optimal solution remains unfulfilled. NPS is a proprietary technology that delivers nanosecond duration pulses of high amplitude electrical energy to non-thermally clear targeted cells while sparing adjacent non-cellular tissue. The company's CellFX System allows for the adjustment of four key treatment parameters: pulse duration, pulse amplitude, pulse frequency, and the number of pulses, depending on the target tissue, application and desired treatment outcome.

Shoe Carnival Inc.

Shoe Carnival is a family footwear retailers. The company provides customers a a range of dress, casual and athletic footwear for men, women and children with an emphasis on national name brands. The company operates stores in the states and Puerto Rico and provides online shopping at www.shoecarnival.com. The company's stores carry complementary accessories such as socks, belts, shoe care items, handbags, sport bags, backpacks, scarves and wallets, while its e-commerce site provides certain handbags, sport bags and backpacks. Women's, men's and children's non-athletic footwear categories are further divided into dress, casual, sport, sandals and boots.

SUTTER ROCK CAPITAL CORP.

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.

Universal Electronics Inc.

Universal Electronics develops control and sensor technology solutions and manufactures a line of pre-programmed and universal remote control products, audio-video accessories, and intelligent wireless security and smart home products. The company provides subscription broadcasting providers with its universal remote control devices and integrated circuits, on which its software and device code libraries are embedded. The company also sells integrated circuits, on which its software and device control code libraries are embedded, and licenses its device control database to original equipment manufacturers that manufacture televisions, digital audio and video players, streamer boxes, among others.

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Analysts
Jonathan Moreland

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