Portillo’s Inc.

Insider Buying Week 03-20-26 When Macro Trumps Everything

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When Macro trumps everything, does insider buying have relevance. The answer to this will only be apparent in time. My hunch is that insiders know as much about macro as anyone else. Name: Manuel J. Perez De  La MesaPosition: DirectorTransaction Date: 03-13-2026  Shares Bought: 5,000 shares an average price paid of $205.00 for a cost of $1,025,000 Company: Pool Corp. (POOL) Pool Corporation provides swimming pool supplies, equipment, related recreational, irrigation, and landscape care items in the United States as well as around the world. The company provides maintenance products such as chemicals, supplies, and pool accessories; repair and replacement … Read more

Insider Buying Week 03-13-26 Sitting on our Hands

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When the CEO-to-Seller ratio hits a 20-month high, the message is clear: Preservation is currently more important than participation. We are seeing “distribution” from institutional players to retail, and until the inflation data cools or we see a broader base of insider buying across sectors like financials and industrials, we are content to watch from the fence. The outliers are always worth a look, but for the most part, the best trade this week was no trade at all. Name: Richard H. Fearon Position: Director Transaction Date: 03-06-2026  Shares Bought: 1,000 shares an Average Price Paid of $306.34 for Cost: $306,340 … Read more

Insider Buying Week 08-08-25-Insiders are Shopping Pharma and Biotech

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Insider buying picked up some this week. There are notable big names stocks that I can honestly say insiders are swinging the bat at but can you or I get excited about their prospects when the entire investing world revolves around AI and the enormous energy resources it will demand.  None the less we stick to our knitting, our discipline and write up this report even if we are not buying just yet.  But read on, you never know. It’s usually where the crowd is not looking, that the biggest returns are found. The bloodbath continues unabated in pharma and … Read more