Insider Trading Report Edition #214: Notable Buys And Sales

Welcome to edition 214 of Insider Weekends. Insider buying increased significantly last week with insiders buying $88.99 million of stock compared to $8.35 million in the week prior. Most of this increase was driven by IPO related purchases. With earnings season in full swing other insider purchases remain muted. Selling also increased with insiders selling $549.37 million of stock last week compared to $492.89 million in the week prior.

Sell/Buy Ratio: The insider Sell/Buy ratio is calculated by dividing the total insider sales in a given week by total insider purchases that week. The adjusted ratio for last week dropped to 6.17. In other words, insiders sold more than 6 times as much stock as they purchased. The Sell/Buy ratio this week compares favorably with the prior week, when the ratio stood at 59.03 We are calculating an adjusted ratio by removing transactions by funds and companies and trying as best as possible only to retain information about insiders and 10% owners who are not funds or companies.

Insider Sell Buy Ratio July 25, 2014

Insider Sell Buy Ratio July 25, 2014

Note: As mentioned in the first post in this series, certain industries have their preferred metrics such as same store sales for retailers, funds from operations (FFO) for REITs and revenue per available room (RevPAR) for hotels that provide a better basis for comparison than simple valuation metrics. However metrics like Price/Earnings, Price/Sales and Enterprise Value/EBITDA included below should provide a good starting point for analyzing the majority of stocks.

Notable Insider Buys:

1. Colfax Corporation (CFX): $68.67

Director A. Clayton Perfall acquired 7,447 shares of this industrial manufacturing and engineering company, paying $67.33 per share for a total amount of $501,397. These shares were purchased indirectly through a trust.

You can view the list of recent insider transactions for Colfax Corporation here.

P/E: 45.21 Forward P/E: 22.59 Industry P/E: 22.84
P/S: 1.94 Price/Book: 2.72 EV/EBITDA: 16.37
Market Cap: $8.49B Avg. Daily Volume: 516,490 52 Week Range: $50.73 – $75.37

2. Simmons First National Corporation (SFNC): $39.11

Shares of this regional bank were acquired by 2 insiders:

  • Chairman & CEO George Makris Jr. acquired 5,000 shares, paying $38.88 per share for a total amount of $194,400. Mr. Makris increased his stake by 7.20% to 74,433 shares with this purchase.
  • Director Steven A. Cosse acquired 4,000 shares, paying $38.94 per share for a total amount of $155,749. Mr. Cosse increased his stake by 44.32% to 13,025 shares with this purchase.
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