To say it’s too hard to predict this on my own is an obvious truth. Instead, we stay with our North Star: when insiders make big bets on their own company’s stock, they may just know something.
Name: Blake D. Moret
Position: President and CEO
Transaction Date: 11-09-2026 Shares Bought: 4,000 shares an average price paid of $386.36 for Cost: $1,545,450
Company: Rockwell Automation Inc. (ROK)
The Rockwell Buy?
Rockwell Automation, Inc. is a global industrial automation and digital transformation company serving customers across North America, Europe, the Middle East, Africa, Asia Pacific, and Latin America. It operates through three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The company provides industrial hardware, drives, motion control, sensing technologies, automation software, digital twin solutions, cybersecurity, and engineered systems. It also offers digital consulting, professional services, remote monitoring, asset management, equipment repair, technical support, and workforce training. Rockwell Automation serves industries including automotive, semiconductors, food and beverage, life sciences, energy, mining, and chemicals. Formerly known as Rockwell International Corporation, it changed its name in February 2002. The company was founded in 1903 and is headquartered in Milwaukee, Wisconsin.
Blake D. Moret joined Rockwell Automation Inc. in 1985 as a sales trainee and has held several senior leadership positions across the company, including international assignments in Europe and Canada. He was appointed President and Chief Executive Officer, effective July 1, 2016, and became Chairman of the Board in January 2018. As Chairman and CEO, he leads the company’s global strategy, focusing on industrial automation, digital transformation, and technology innovation. Before becoming CEO, he served as Senior Vice President of the Control Products & Solutions segment from 2011 to 2016. He holds a Bachelor of Science degree in Mechanical Engineering from the Georgia Institute of Technology.
Insomniac Hedge Fund Guy Opinion:
Name: Indraneel Dev
Position: EVP & CFO
Transaction Date: 11-05-2026 Shares Bought: 1,725 shares an average price paid of $291.90 for Cost: $503,527
Company: Wesco International Inc. (WCC)
WESCO International, Inc. is a global business-to-business distribution and supply chain solutions company serving customers in the United States, Canada, and international markets. It operates through three segments: Electrical & Electronic Solutions, Communications & Security Solutions, and Utility & Broadband Solutions. The company distributes electrical equipment, automation devices, lighting, wire and cable, security systems, data center infrastructure, networking products, and utility supplies. It also provides supply chain management, project execution, logistics, energy management, fiber infrastructure, and technical support services. WESCO serves industries including manufacturing, telecommunications, utilities, construction, data centers, and renewable energy. The company was founded in 1922 and is headquartered in Pittsburgh, Pennsylvania.
Indraneel “Neel” Dev joined WESCO International Inc. in February 2026 and became Executive Vice President and Chief Financial Officer on February 16, 2026. He brings extensive financial and operational leadership experience across the telecommunications, infrastructure, and distribution industries. Before joining WESCO, he served as Chief Financial Officer and Chief Revenue Officer of Congruex LLC from 2023 to 2026. Previously, he was Chief Financial Officer of Lumen Technologies from 2018 to 2022 and held senior finance leadership positions at Level 3 Communications, MCI, and MFS Communications. He holds a Bachelor of Arts degree in Mathematics from the University of Delhi and an MBA from the University of Arizona. He is also a CFA charterholder.
Insomniac Hedge Fund Guy Opinion:
Name: Thomas A. Szlosek
Position: EVP & CFO
Transaction Date: 11-05-2026 Shares Bought: 1,081 shares an average price paid of $184.83 for Cost: $199,800
Transaction Date: 11-02-2026 Shares Bought: 1,648 shares an average price paid of $182.03 for Cost: $299,990
Name: Michael Mark Manley
Position: CEO and Director
Transaction Date: 11-02-2026 Shares Bought: 5,600 shares an average price paid of $184.11 for Cost: $1,031,024
Company: Autonation Inc. (AN)
AutoNation, Inc. is an automotive retailer operating through four segments: Domestic, Import, Premium Luxury, and AutoNation Finance. The company sells new and used vehicles and provides automotive repair, maintenance, wholesale parts, collision services, and vehicle protection products. It also offers automotive financing and insurance products, arranging vehicle purchase financing through third-party lenders. AutoNation operates new vehicle dealerships across major metropolitan markets in the Sunbelt region, along with branded collision centers, used vehicle stores, automotive auction operations, and parts distribution centers. Formerly known as Republic Industries, Inc., the company changed its name to AutoNation, Inc. in 1999. The company was incorporated in 1980 and is headquartered in Fort Lauderdale, Florida.
Thomas A. Szlosek joined AutoNation Inc. in August 2023 as Executive Vice President and Chief Financial Officer. He has held this position since joining the company, overseeing its financial operations, including accounting, treasury, tax, financial planning, investor relations, and risk management. Before joining AutoNation, he served as Executive Vice President and CFO of Avantor from 2018 to 2023. Previously, he spent 14 years at Honeywell International, where he held several financial leadership positions, including Senior Vice President and CFO, from 2014 to 2018. Earlier in his career, he held finance leadership roles at General Electric. He is a Certified Public Accountant and a graduate of the State University of New York at Geneseo.
Michael Mark Manley joined AutoNation Inc. in November 2021 as Chief Executive Officer and a member of the Board of Directors, beginning on November 1, 2021. Before joining AutoNation, he was Head of Americas at Stellantis N.V. from January to October 2021 and CEO of Fiat Chrysler Automobiles from July 2018 to January 2021. He previously held various key leadership positions at DaimlerChrysler, where he started in 2000, including CEO of Jeep and Ram and Chief Operating Officer for Asia Pacific. He has a Bachelor of Science degree in Engineering from Southbank University in London and an MBA from Ashridge Management College in England.
Insomniac Hedge Fund Guy Opinion:
Name: Herbert K. Parker
Position: Director
Transaction Date: 11-09-2026 Shares Bought: 3,000 shares an average price paid of $113.14 for Cost: $339,435
Company: nVent Electric plc (NVT)
nVent Electric plc is a global electrical connection and protection solutions company serving markets across the Americas, Europe, the Middle East, India, Africa, and Asia Pacific. It operates through two segments: Systems Protection and Electrical Connections. The company provides solutions for protecting critical electronics, electrical systems, and data infrastructure, including data centers. Its product portfolio includes enclosures, cable management systems, bus systems, cooling solutions, switchgear, power management equipment, electrical connections, and testing tools. nVent serves industrial, commercial, residential, infrastructure, and energy markets. It distributes its products through electrical distributors, retailers, contractors, and original equipment manufacturers under several established brands. The company was founded in 1903 and is headquartered in London, United Kingdom.
Herbert K. Parker joined nVent Electric plc as an independent member of the Board of Directors in 2018. He serves as Chair of the Board’s Audit and Finance Committee, bringing extensive financial, accounting, and corporate governance experience. Previously, he served as Executive Vice President of Operational Excellence at Harman International Industries from 2015 to 2017 and as its Executive Vice President and Chief Financial Officer from 2008 to 2014. Before joining Harman, he held several senior financial positions at ABB Ltd., including Chief Financial Officer of its Americas region. He holds a Bachelor of Science degree in Accounting from Lee University.
Insomniac Hedge Fund Guy Opinion:
Name: David R McAtee II
Position: Director
Transaction Date: 11-05-2026 Shares Bought: 2,800 shares an average price paid of $70.27 for Cost: $196,756
Company: Archer-Daniels-Midland Co (ADM)
Archer-Daniels-Midland Company is a global agricultural processing and nutrition company operating through three segments: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition. The company specializes in sourcing, transporting, storing, and processing agricultural commodities, including corn, wheat, soybeans, and other oilseeds. It produces vegetable oils, protein meals, animal feed ingredients, and specialty food products. ADM also develops plant-based proteins, natural flavors and colors, probiotics, enzymes, fibers, and other nutritional solutions. Additionally, it provides agricultural trading, transportation, structured trade finance, and emissions-reduction solutions, serving food, beverage, animal nutrition, energy, and industrial markets worldwide. The company was founded in 1902 and is headquartered in Chicago, Illinois.
David R. McAtee II joined Archer-Daniels-Midland Company as an independent member of the Board of Directors on November 1, 2024. He serves on the Board’s Compensation and Succession Committee and Nominating and Corporate Governance Committee. He is also Senior Executive Vice President and General Counsel of AT&T, a position he has held since 2015, having joined the company in January 2012 as Senior Vice President and Assistant General Counsel. Previously, he was a partner at Haynes and Boone, LLP, specializing in complex litigation, antitrust, and government investigations. He graduated with honors from Duke University and earned his law degree from The University of Texas School of Law.
Insomniac Hedge Fund Guy Opinion:
Name: Philip G. Franklin
Position: Director
Transaction Date: 11-05-2026 Shares Bought: 5,000 shares an average price paid of $61.92 for Cost: $309,600
Company: Ttm Technologies Inc. (TTMI)
TTM Technologies, Inc. is a global technology company that specializes in mission systems, radio frequency components, microwave assemblies, printed circuit boards, and advanced substrates. It operates in three segments: aerospace and defense, commercial, and RF and specialty components. The company offers designed systems, RF and microwave assemblies, ceramic components, multi-chip modules, beamforming networks, and PCB design and testing services. Its technologies are useful for applications such as aircraft radar, marine surveillance, counter-drone systems, communications, air traffic management, and advanced air mobility. TTM serves the aerospace and defense, data centers, automotive, medical, industrial, and networking areas, serving OEMs, government agencies, electronics makers, and distributors globally. TTM Technologies, Inc., founded in 1978, is headquartered in Santa Ana, California.
Philip G. Franklin joined TTM Technologies Inc. as an independent member of the Board of Directors on November 11, 2010. He also joined the Board’s Audit Committee upon his appointment. He brings extensive financial and corporate leadership experience, having served in various positions at Littelfuse from 1998 to 2016, most recently as Executive Vice President and Chief Financial Officer. Previously, he served as Vice President and CFO of OmniQuip International and held CFO positions at Monarch Marking Systems and Hill Refrigeration. He holds a bachelor’s degree in Economics from Dartmouth College and an MBA from the Amos Tuck School at Dartmouth College.
Insomniac Hedge Fund Guy Opinion:
Name: Joseph Wm Foran
Position: Chairman and CEO
Transaction Date: 11-05-2026 Shares Bought: 5,000 shares an average price paid of $51.36 for Cost: $256,800
Company: Matador Resources Co. (MTDR)
Matador Resources Company is an independent energy company engaged in the acquisition, exploration, development, and production of oil and natural gas resources in the United States. It operates through two segments: Exploration and Production, and Midstream. The company primarily focuses on the Wolfcamp and Bone Spring formations in the Delaware Basin across Southeast New Mexico and West Texas. It also operates in the Haynesville Shale and Cotton Valley plays in Northwest Louisiana. Additionally, Matador provides natural gas processing, oil transportation, natural gas and oil gathering, and produced water management services. Formerly known as Matador Holdco, Inc., it changed its name in August 2011. The company was incorporated in 2003 and is headquartered in Dallas, Texas.
Joseph Wm. Foran founded Matador Resources Company in July 2003 and has served as Chairman of the Board and Chief Executive Officer since the company’s establishment. He previously founded Foran Oil Company in 1983 and Matador Petroleum Corporation in 1988, serving as Chairman and CEO of the latter until its sale in 2003. With more than four decades of experience in the oil and natural gas industry, he has led Matador’s growth into a major independent exploration and production company. Before becoming an independent oil and gas operator, he served as Vice President and General Counsel of J. Cleo Thompson and James Cleo Thompson, Jr., Oil Producers. He holds a Bachelor of Science degree in Accounting with highest honors from the University of Kentucky and a law degree from Southern Methodist University Dedman School of Law.
Insomniac Hedge Fund Guy Opinion:
Name: George D. Milligan
Position: Director
Transaction Date: 11-06-2026 Shares Bought: 5,000 shares an average price paid of $47.41 for Cost: $237,050
Company: United Fire Group Inc. (UFCS)
United Fire Group, Inc., together with its subsidiaries, writes property and liability insurance in the United States. It offers property and casualty insurance, as well as surety bonds, fire and allied lines, other liability, automobile, workers’ compensation, and surety to small and medium-sized businesses in industries such as construction, services, retail trade, financial, and manufacturing. In addition, the company provides maritime specialty, professional liability, and earthquake coverage, as well as specialty and surplus lines coverage and property and casualty reinsurance. It offers its products via a network of independent agencies. United Fire Group, Inc. was established in 1946 and is based in Cedar Rapids, Iowa.
George D. Milligan joined United Fire Group Inc. as a member of the Board of Directors in 1999. He brings extensive business and corporate leadership experience, having served as President and CEO of The Graham Group, Inc. from 1985 to 2025, overseeing its real estate development and construction businesses. He has also served as a director of West Bancorporation since 2005 and previously held a board position at Allied Life Insurance Company. In addition to his business responsibilities, he has been actively involved in community organizations, including the Boy Scouts of America and the Dowling Foundation.
Insomniac Hedge Fund Guy Opinion:
Name: Jack R. Lazar
Position: Director
Transaction Date: 11-06-2026 Shares Bought: 10,000 shares an average price paid of $38.00 for Cost: $380,000
Company: Globalfoundries Inc. (GFS)
GLOBALFOUNDRIES Inc. is a global semiconductor foundry providing advanced wafer fabrication services and technologies across the United States, Europe, the Middle East, Africa, and international markets. The company manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. It also develops quantum technology solutions to support emerging computing applications. GLOBALFOUNDRIES collaborates with the U.S. Department of Energy’s Genesis Mission to advance scientific discovery through artificial intelligence and advanced computing. Additionally, it partners with Xanadu Quantum Technologies to accelerate utility-scale quantum manufacturing. The company was incorporated in 2008 and is headquartered in Malta, New York.
Jack R. Lazar joined GlobalFoundries Inc. as an independent member of the Board of Directors on July 1, 2021. He serves on the Board’s Audit, Risk & Compliance Committee as Chair and the Nominating & Governance Committee. He brings more than 30 years of experience in finance and technology leadership, having previously served as Chief Financial Officer of GoPro, where he helped take the company public in 2014. He also held senior leadership positions at Qualcomm Atheros and Atheros Communications, along with earlier roles at NetRatings and Electronics for Imaging. He holds a Bachelor of Science in Commerce with an emphasis in Accounting from Santa Clara University and is an inactive Certified Public Accountant.
Insomniac Hedge Fund Guy Opinion:
Name: Fahmi Karam
Position: Chief Executive Officer
Transaction Date: 11-05-2026 Shares Bought: 12,165 shares an average price paid of $24.66 for Cost: $299,989
Transaction Date: 11-03-2026 Shares Bought: 4,407 shares an average price paid of $22.71 for Cost: $100,083
Name: Rebecca Wooters
Position: EVP, Chief Growth Officer
Transaction Date: 11-03-2026 Shares Bought: 4,325 shares an average price paid of $23.00 for Cost: $99,475
Name: Halim Khouri
Position: EVP, Chief Financial Officer
Transaction Date: 11-02-2026 Shares Bought: 11,000 shares an average price paid of $22.78 for Cost: $250,580
Name: Glenn P. Marino
Position: Director
Transaction Date: 11-02-2026 Shares Bought: 17,400 shares an average price paid of $22.61 for Cost: $393,414
Name: Balaji Kumar
Position: EVP, Chief Technology Officer
Transaction Date: 11-02-2026 Shares Bought: 2,200 shares an average price paid of $22.77 for Cost: $50,094
Name: Jeffrey J. Brown
Position: Director
Transaction Date: 11-02-2026 Shares Bought: 17,645 shares an average price paid of $22.67 for Cost: $400,012
Company: Upbound Group Inc. (UPBD)
Upbound Group, Inc. is a technology and data-driven financial solutions company operating in the United States, Puerto Rico, and Mexico. It operates through four segments: Acima, Rent-A-Center, Brigit, and Mexico. The company provides furniture, appliances, electronics, computers, mattresses, tires, tools, and other consumer products through lease-to-own and installment payment options. It offers flexible purchasing solutions to consumers who may not qualify for traditional financing, including in-store, kiosk-based, and online transactions. Additionally, Upbound provides financial wellness products and tools through mobile and web applications. Its retail and lease-to-own operations include Rent-A-Center, Get It Now, Home Choice, and RimTyme. Formerly known as Rent-A-Center, Inc., it changed its name in February 2023. The company was incorporated in 1986 and is headquartered in Plano, Texas.
Fahmi Karam became Chief Executive Officer and a member of the Board of Directors of Upbound Group Inc. (UPBD) on June 1, 2025. He joined the company on October 31, 2022, as Executive Vice President and Chief Financial Officer. He brings nearly 25 years of experience in finance, strategy, and business operations. Before joining Upbound, he served as Chief Financial Officer of Santander Consumer USA and held senior leadership positions in strategy and corporate development at Santander. Earlier in his career, he spent 12 years in J.P. Morgan’s Investment Banking division and began his professional career at Deloitte. He holds a bachelor’s degree and a Master of Accountancy from Baylor University and is a Certified Public Accountant.
Rebecca Wooters joined Upbound Group Inc.as Executive Vice President and Chief Growth Officer on September 18, 2025. She brings more than 30 years of executive experience in digital transformation, product innovation, technology, and customer engagement. Before joining Upbound, she served as the first Chief Digital Officer at Signet Jewelers from 2020 to 2025, leading the digital transformation of brands including Kay Jewelers, Zales, and Jared. Previously, she held senior leadership positions at Citigroup, including Managing Director and Chief Customer Experience Officer, where she led digital strategy and customer experience initiatives.
Halim Khouri joined Upbound Group Inc. as Executive Vice President and Chief Financial Officer on November 10, 2025. He brings more than 30 years of experience in consumer banking, financial services, leasing, retail, consulting, and government service. Before joining Upbound, he served as Executive Vice President and CFO of goeasy Ltd. from August 2019 to November 2025. Previously, he was CFO of Walmart Canada Bank and JPMorgan Chase Canada Bank and held senior positions at MBNA Canada, Deloitte, and the Ontario Ministry of Finance. He holds a Bachelor of Commerce degree in Accounting from the University of Ottawa and is a Chartered Professional Accountant.
Glenn P. Marino joined Upbound Group Inc. as an independent member of the Board of Directors in February 2020. He brings nearly 40 years of experience in consumer retail finance, banking, and business leadership. Previously, he served as Executive Vice President, CEO of Payment Solutions, and Chief Commercial Officer at Synchrony Financial from 2014 to 2018. Before that, he held several senior leadership positions at General Electric’s North American retail finance business, including CEO of Sales Finance from 2001 to 2011. He also served as CEO of Monogram Credit Services from 1999 to 2001. He holds a Bachelor of Science degree in Biology from Syracuse University and an MBA in Finance from the University of Michigan.
Balaji Kumar joined Upbound Group Inc. as Executive Vice President and Chief Technology Officer on March 30, 2026. He brings more than 25 years of technology leadership experience across financial services and retail. Before joining Upbound, he served as Head of Global Technology Infrastructure at Citi, where he led cloud strategy, technology modernization, and infrastructure development. Previously, he held senior technology leadership positions at Citi, 7-Eleven, Capital One, and Verizon Communications, focusing on digital platforms, enterprise architecture, and cybersecurity. He holds a Bachelor of Engineering degree from the University of Madras, a Master of Science degree from the University of Florida, and another master’s degree from Columbia University.
Jeffrey J. Brown joined Upbound Group Inc. as a member of the Board of Directors in June 2017 and currently serves as Chairman of the Board. He is the Chief Executive Officer and founding member of Brown Equity Partners, LLC, an investment firm providing capital to businesses and management teams. Before founding the firm in 2007, he served as a founding partner of Forrest Binkley & Brown from 1993 to 2007. He has more than 40 years of investment industry experience and has served on over 50 corporate boards, including those of several publicly traded companies. He holds a Bachelor of Science degree from Willamette University and an MBA from Stanford University’s Graduate School of Business.
Insomniac Hedge Fund Guy Opinion:
Name: Joseph R. Edwards
Position: President And Ceo
Transaction Date: 11-05-2026 Shares Bought: 20,000 shares an average price paid of $19.49 for Cost: $389,732
Company: Flowco Holdings Inc. (FLOC)
Flowco Holdings Inc., through its subsidiaries, provides production optimization, artificial lift, emissions management, and monetization solutions to the US oil and gas industry. Production Solutions and Natural Gas Technologies are the company’s two business segments. The company rents, services, and sells high-pressure gas lifts, conventional gas lifts, and plunger lifts; manufactures and installs methane abatement technologies that allow producers to reduce methane emissions from wellsite operations; and provides digital solutions. It also manufactures, rents, services, and distributes vapor recovery units, as well as natural gas systems. Flowco Holdings Inc. was established in 2024 and is based in Houston, Texas.
Joseph R. Edwards became President and Chief Executive Officer of Flowco Holdings Inc. in June 2024 and has served as a member of the Board of Directors since 2024. Before joining Flowco, he spent 13 years at White Deer Energy, an energy-focused private equity firm, where he served as Managing Partner from 2018 to 2024. Previously, he spent 13 years at First Reserve Corporation, serving as Managing Director and Head of Energy Services Investing from 2007 to 2011. He also has previous board experience with Superior Energy Services, T-3 Energy Services, and Quintana Maritime. He holds a Bachelor of Business Administration degree in Finance from The University of Texas at Austin.
Insomniac Hedge Fund Guy Opinion:
Name: Alan Wayne Ellingson
Position: Chief Financial Officer
Transaction Date: 11-09-2026 Shares Bought: 18,908 shares an average price paid of $18.51 for Cost: $349,987
Company: DraftKings Inc. (DKNG)
DraftKings Inc. is a digital sports entertainment and gambling company that operates both in the United States and worldwide. The company provides online and retail sports betting, daily fantasy sports, digital lottery couriers, prediction markets, and other services, in addition to retail sportsbooks. It also offers iGaming, or internet casino items like blackjack, roulette, baccarat, and slot machines. Additionally, the company designs and develops sports betting and casino gaming software for online and retail sportsbooks, as well as iGaming operators. DraftKings Inc. was created in 2011 and is based in Boston, Massachusetts.
Alan Wayne Ellingson joined DraftKings Inc. in 2020 as Vice President of Financial Planning and Analysis. He was appointed Chief Financial Officer, effective May 1, 2024, following his previous role as Senior Vice President of Finance and Analytics. As CFO, he oversees the company’s financial planning, accounting, treasury, analytics, and reporting functions. Before joining DraftKings, he spent nearly eight years at Iron Mountain Inc., where he ultimately served as Vice President of Finance for Global Operations Support. He holds a Bachelor of Science degree in Economics from the University of Utah and an MBA from the University of Notre Dame’s Mendoza College of Business.
Insomniac Hedge Fund Guy Opinion:
Name: Thomas L. Carter Jr
Position: Executive Chairman
Transaction Date: 11-09-2026 Shares Bought: 50,000 shares an average price paid of $13.73 for Cost: $686,290
Company: Black Stone Minerals L.P. (BSM)
Black Stone Minerals, L.P. owns and manages oil and natural gas mineral and royalty interests in the United States. The corporation holds mineral, nonparticipating, and overriding royalty interests in many energy-producing locations around the country. Its business consists on leasing mineral rights and collecting royalties from oil and gas production activities carried out by exploration and production companies. Black Stone Minerals has a wide portfolio of assets spread throughout several states in the United States, providing it with extensive exposure to the domestic energy sector. operates as a leading mineral and royalty holding firm in the area. Black Stone Minerals, L.P., was created in 1876, with its headquarters in Houston, Texas.
Thomas L. Carter Jr. started Black Stone Energy Company in 1980, which later became Black Stone Minerals L.P., then Black Stone Minerals Company in 1998. He has been Chairman and CEO of the company’s general partner since November 2014 and was appointed Executive Chairman of the Board on January 1, 2026. With over four decades of experience in the oil and natural gas business, he has spearheaded the company’s expansion into mineral and royalty interest purchases and management. Prior to launching Black Stone Energy, he was a lending officer in Texas Commerce Bank’s energy department. He earned a Bachelor of Business Administration and a Master of Business Administration from the University of Texas in Austin.
Insomniac Hedge Fund Guy Opinion:
Name: Bob R. Simpson
Position: Director
10% Owner
Transaction Date: 11-06-2026 Shares Bought: 232,839 shares an average price paid of $13.22 for Cost: $3,078,749
Company: TXO Partners L.P. (TXO)
TXO Partners, L.P. is an oil and natural gas company focused on the acquisition, development, optimization, and production of conventional oil, natural gas, and natural gas liquid reserves across North America. The company maintains acreage positions in three major energy-producing regions: the Permian Basin of West Texas and New Mexico, the San Juan Basin of New Mexico and Colorado, and the Williston Basin of Montana and North Dakota. Its operations focus on maximizing the value of existing oil and gas assets through development and operational improvements. Formerly known as TXO Energy Partners, L.P., the company changed its name to TXO Partners, L.P. in May 2023. The company was incorporated in 2012 and is headquartered in Fort Worth, Texas.
Bob R. Simpson founded TXO Partners L.P. in June 2012 and has served as Chairman of the Board and a Director since the company’s founding. He also served as Chief Executive Officer from July 2022 to March 2025. He brings more than four decades of experience in the oil and gas industry and previously founded XTO Energy Inc., where he served as CEO until 2008 and Chairman until 2010, when the company was acquired by ExxonMobil. He also served as Chairman and Director of Southland from 2015 to 2020 and is involved with the Texas Rangers’ ownership group. He holds a Bachelor of Business Administration degree in Accounting, earned magna cum laude, and an MBA from Baylor University.
Insomniac Hedge Fund Guy Opinion:
Name: Kathleen E. Johnson
Position: Chief Executive Officer
Transaction Date: 11-06-2026 Shares Bought: 10,000 shares an average price paid of $3.97 for Cost: $396,890
Name: Michelle J. Goldberg
Position: Director
Transaction Date: 11-06-2026 Shares Bought: 25,000 shares an average price paid of $3.91 for Cost: $97,715
Company: Lumen Technologies Inc. (LUMN)
Lumen Technologies, Inc. is a networking and communications company providing integrated products and services to business and residential customers in the United States and internationally. It operates through two segments: Business and Mass Markets. The company offers a wide range of solutions, including fiber connectivity, broadband internet, voice services, cloud solutions, managed security, data networking, unified communications, and professional services. It also provides legacy telecommunications services, equipment, and financing-related solutions. Its products and services are marketed under several brands, including Lumen, CenturyLink, Black Lotus Labs, and Quantum Fiber. Formerly known as CenturyLink, Inc., the company changed its name in September 2020. The company was incorporated in 1968 and is headquartered in Monroe, Louisiana.
Kathleen E. Johnson, also known as Kate Johnson, joined Lumen Technologies Inc. in 2022 and was appointed President and Chief Executive Officer, as well as a member of the Board of Directors, effective November 7, 2022. As CEO, she leads the company’s business transformation, technology innovation, and growth strategy. Before joining Lumen, she held several senior leadership positions at Microsoft, including President of Microsoft U.S. from 2017 to 2021. She also held executive roles at GE Digital and Oracle, along with earlier positions at Red Hat, UBS Investment Bank, and Deloitte Consulting. She holds a bachelor’s degree in Electrical Engineering from Lehigh University and an MBA from the University of Pennsylvania’s Wharton School.
Michelle J. Goldberg joined Lumen Technologies Inc. as an independent member of the Board of Directors on May 15, 2025. She serves on the Board’s Audit Committee and Risk and Security Committee. She brings more than 20 years of experience in early-stage technology businesses, finance, and corporate governance. Previously, she served as a Partner at Ignition Partners, an early-stage enterprise software venture capital firm, from 2000 to 2023. She has also served on the boards of Bakkt Holdings, Ally Financial, Legg Mason, Taubman Centers, and Plum Creek Timber. She holds a bachelor’s degree from Columbia University and a master’s degree from Harvard University.
Insomniac Hedge Fund Guy Opinion:
