@InsiderHawk

Tracking insider stock buys while filtering out noise. 0-5 alerts/day

USA
Joined August 2022
On March 3 we posted that $ABCL insiders were buying A CFO, a director, and a 10% owner all bought between $3.42 and $3.57 Nothing else about it was interesting in terms of catalysts or news coverage Just three people who know the business buying shares on the open market $ABCL is over $12 today. And the insiders are still buying: four buys in August totaling ~$1.5M That's why we scan Form 4s to look out for large buys and clusters of multiple insiders buying Insiders sell for countless reasons. They buy for one We post these as they file
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The more people talking about a bubble, the more you know it's not a bubble. Bubble = exuberance, optimism, excitement $SPY $VOO
“Bubbles always pop exactly when everyone on social media calls for them to pop.” — nobody ever
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Insider Hawk retweeted
“Bubbles always pop exactly when everyone on social media calls for them to pop.” — nobody ever
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$PSUS has seen a lot of insider buying since May
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Another insider buy in $FEAM - 5E Advanced Materials Director buys $215K worth of shares. That's a huge buy for a company with such small market cap ($136 million) Also, the buy increased this insider's share-count by 139.5%. So he's got conviction clearly
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$BFLY insider Louise Phanstiel bought 115K shares for ~$1 million in August average cost of $8.68 Current $BFLY price: $8.55 👀
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$CME Director William Shepard bought stock 3 times this year for $667K total All of his buys are in the profit now🟢 This is why it pays to follow the insiders On the politician side, Rep. Ro Khanna has also made two small buys ($1K–15K each) since July
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8 insiders bought $GEHC after the drop in April $6.4 million total The stock has gone nowhere since then. Might be an opportunity still...
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$FEAM New insider buy: CEO buys $24.9K worth of stock. The company is a micro-cap Boron producer in California. Boron is a critical material used to make glass, ballistic armor, and much more. The U.S. Department of the Interior lists boron on its official List of Critical Minerals
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Insider Hawk retweeted
Expedia did $120B in bookings last year. Reported just $15B in revenue. Most of the money went to its hotel and airline partners. OpenAI’s $70B vs $50B drama? Investors calculated the higher figure by including AI sales through cloud partners. That’s real customer spending, regardless of who reports the revenue. The $20B didn’t disappear. Apparently critical thinking did.
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🟢Insider buys, last 24h (S&P 500, $100K+) $HRL: Director William Newlands bought $201K
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$BSX keeps falling and the 5 insiders who bought shares are all in the red on those purchases Why it fell: BSX's 2 growth engines stalled at the same time. And management is assuming no recovery in 2027, so this is going to be a slow turnaround play. But $BSX is a quality company overall
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Insider Hawk retweeted
Maybe the big collapse was delayed by 4 years. Or maybe burry really has no clue and just tweets dramatic stuff to get substack subscribers. I used to be a defender of burry. But he’s had so many terrible calls on so many companies over the past 5 years that it’s been impossible to defend.
The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months.
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🟢Insider buys, last 24h (S&P 500, $100K+) $LEN: Berkshire Hathaway bought $192.5M (4th big purchase since September) $CVNA: Director Michael Maroone bought $1.5M
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Berkshire keeps buying $LEN - Lennar Corp $192 million worth of shares purchased yesterday Fourth purchase since September for Berkshire $BRK.B $BRK.A
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New insider purchase on $MKC - McCormick They're the spice & herb company you see in every supermarket. GLP-1s are helping people eat less, but people still want flavor and spices right?
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Note on valuation: The trailing P/E of 8.1 is not real. In January $MKC raised its stake in McCormick de Mexico. Accounting rules then required it to mark the old 50% stake to fair value, which booked an $867M non-cash gain. Remove that and the real PE is about 14.5
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🟢Standout insider buys last week ($100K+): $LEN – Berkshire Hathaway (10% owner), $53.9M $GME – CEO Ryan Cohen, $17.1M $ORCL – Director, $3.5M $DKS – President, Foot Locker Intl, $500K
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$ABT is near the price where multiple insiders bought in April-June Insider buys: Philip Boudreau: $200K worth of shares at $91.50 a share Daniel Starks: $926K worth of shares at $92.65 a share John Stratton: $173K worth of shares at $86.82 a share $ABT is well-diversified. Medical devices, nutrition, etc. And 54 yrs of dividend growth
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