Insider Buying Week 02-20-26 Average Return 1.75% The Waiting Game Bytes to Kilowatts

So far the year is shaping up completely predictable. Last year’s winners or this year’s laggards. The AI trade has moved from the Capex spenders to the Capex beneficiaries.  Let’s call it bytes to kilowatts.  Notable insiders, not just any insiders but the ones that we identify as notable purchases moderately outperformed popular indices last week.  There is a lot of pain but it’s masked by the notable outperformance of the S&P 500 minus the MAG 7.  RSP over S&P. Name: Robert G. Ashe Position: Director Transaction Date: 02-18-2026  Shares Bought: 3,681 shares an Average Price Paid of $543.21 for … Read more

Insider Buying Week 02-06-26 Last Week Average Insider Gain 9.6%

The Nasdaq composite was down 1.84% while the RSP was up 2.11% That pretty much said it all.  There was rotation all right and painful if you weren’t on the right side of it. Most of these insiders were.  The average return last week of the stocks we highlight was 7.89%.  I think you’d be happy with that in your portfolio. Name: William C. Boor Position: President & CEO Transaction Date: 02-04-2026  Shares Bought: 1,000 shares an Average Price Paid of $495.00 for Cost: $495,000 Name: David A. Greenblatt Position: Director Transaction Date: 02-03-2026  Shares Bought: 500 shares an Average … Read more

Insider Buying Week 10-17-25

  Name: Jason Raleigh NunnPosition: DirectorTransaction Date: 10-09-2025  Shares Bought: 63,158 shares an Average Price Paid of $19.00 for Cost: $1,200,002 Company: Zenas BioPharma Inc. (ZBIO): Zenas BioPharma Inc. is a clinical-stage global biopharmaceutical company focused on developing and commercializing transformative immunology-based therapies for patients with autoimmune diseases. Leveraging advances in the understanding of autoimmune mechanisms and novel immunology targets, the company is building a diverse portfolio in immunology and inflammation. Its strategic approach emphasizes acquiring promising product candidates, effectively utilizing internal scientific and clinical expertise, and fostering collaborations with external partners to deliver innovative medicines that offer meaningful therapeutic … Read more

Insider Buying Week 12-07-24

How long can the Trump stock market honeymoon go on? Of course no one knows the answer to that.  Anyone who thinks they do is self delusional at best or a charlatan at worst. Name: Jeffrey C Campbell Position: Director Transaction Date: 2024-12-04 Shares Bought: 6,000 Average Price Paid: $149.61 Cost: $897,644 Company: Marathon Petroleum Corp (MPC) MPC has over 135 years of experience in the energy industry and is a leading integrated downstream energy firm. The company is a major wholesale supplier of gasoline and distillates to resellers in the United States. The company transports refined products via one … Read more