Big Bets or Big Blunders: Notable Insider Moves This Week - ALLY, TKO, ADBE, GM, SFD, BATRA, XRAY, TREX
📅 Date: Feb 2, 2025
📊 Category: Insider Purchases
🔍 Quick Take: Last Week’s Insider Action (Select List)
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Who’s Buying?
- CEOs, CFOs, Directors
- 10% Owners
- Other Key Executives
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Which Stocks?
- ALLY Financial,
- TKO Group
- Adobe
- General Motors
- Smithfield Foods
- Atlanta Braves
- Dentsply Sirona
- Trex
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Why Does It Matter?
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ALLY Financial
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TKO Group
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1️⃣ The Biggest Or Most Notable Recent Insider Purchases
Company (Ticker) | Who Bought? | # of Shares @ Transaction Price | Total Value ($) | Owned ➝ ΔOwn |
---|---|---|---|---|
Ally Financial (ALLY) | Michael Rhodes, CEO (days before, the CFO also bought!) | 25,634 @ $39.09 | +$1,002,097 | 287,455 ➝ +10% |
TKO Group Holdings (TKO) | Emanuel Ariel, CEO, 10% Owner (other insiders bought) | 258,576 @ $157.44 | +40,711,199 | 3,496,819 ➝ +8% |
Adobe (ADBE) | Ricks David, Director | 2,250 @ $443.98 | +$998,946 | 8,897 ➝ +34% |
General Motors (GM) | Kelly Alfred, Jr., Director | 12,000 @ $50.66 | +$607,920 | 17,323 ➝ +225% |
Smithfield Foods (SFD) | Smith Charles, President & CEO (one of 10 insiders to buy!) | 30,000 @ $20.00 | +$600,000 | 210,000 ➝ +225% |
Atlanta Braves Holdings (BATRA) | John Malone, 10% Owner | @ $41.94 |
+$1,033,653 |
221,535 ➝ +13% |
Dentsply Sirona (XRAY) | Lucier Gregory, Director | +6,000 @ $18.35 | +$110,129 | 87,730 ➝ +7% |
Trex (TREX) | Jacob Rudolph, SVP, CHRO | +49 @ $57.58 | +$2,821 | 24,510 ➝ +0% |
💡 Key Insight: For a more complete log of insider transactions, please consult the SEC's EDGAR system. See below for detail.
2️⃣ Patterns & Trends: What’s the Market Telling Us?
- 🚀 Insiders are buying across a wide spectrum of industries (tech, entertainment, consumer staples, auto manufacturing, etc.), but the range of opportunities seems very limited—are they calling a bottom for these particular stocks? (See below for detail.)
- 📉 Energy and pharma/biotech insiders are quiet—do they see trouble ahead? We do believe that these sectors are starting to be widely undervalued, and merit consideration.
- 🔄 Are insiders really confident, or just averaging down? Opportunities are likely to be narrow-based and company-specific, as the market remains expensive.
3️⃣ Featured Insider Moves: The Good, The Bad & The WTF?!
💡 Key Insight: Are the transactions above conviction buys or just corporate window dressing?
💰 Biggest Conviction Buy: Highlighting one or several major insider purchases and why they stand out.
Amongst the purchases above, a couple stand out:
- Ally Financial seems fairly valued to undervalued, with a P/E of 14.65, signaling a possible value play. Both the CEO and the CFO made substantial purchases. The largest all-digital financial-services company enjoys strong institutional ownership, counting Berkshire Hathaway, Blackrock, and Vanguard, as lead investors (close to a 10% stake each). The CEO recently commented (Q4 and full-year 2024 financial results), "Corporate Finance delivered record pre-tax income of over $400 million and a 37% ROE with zero net charge-offs, demonstrating the quality of our loan book." This is impressive -- if only we knew what it means. The company is selling its Credit Card business and cutting cost (via workforce reductions—though the CEO stays put); it remains solidly profitable. A 3% dividend can't hurt. Morningstar, Bank of America, and CFRA all have a buy rating on the stock.
- After its recent fall, software leader Adobe (ADBE), which offers a wide range of programs from web design tools and photo manipulation (including my face's) to video/audio editing, print layout and animation software, seems to be fairly valued and should be in a position to compound at a nice 15-20% over the coming years, making it a compelling growth investment.
- Endeavor Group subsidiary and WWE- and UFG-owner TKO Group boasts strong financials and even stronger earnings and cash flow growth prospects. It's not exactly undervalued, but long-term investors should be awarded. Insiders including the firm's CEO and several 10% owners have been buying large chunks.
- Who doesn't welcome a little baseball in their lives? One of our other favorite investment ideas is Atlanta Braves, which acts as a near-local monopoly on baseball fun in the south, is rather undervalued, and owns a mixed-use real estate development facility, the Battery Atlanta. Savvy financier Gamco Investors/Gabelli Funds are a lead investor.
💀 Shadiest Buy: Insiders of struggling companies sometimes double down—are they delusional? Not so at...
- General Motors. The firm's shares have underperformed over the past 15 years or so, hardly appreciating at all, and the dividend is underwhelming, but that doesn't mean that the stock is not a buy. Top line traction, momentum in the EV market, compelling valuation, and solid cost restructuring, could finally help the firm's stock defy gravity; at minimum, they point to an increasingly compelling investment opportunity. GM is on watch!
😱 Wait, What?!: (A bizarre or unexpected insider move or a small insider buy worth noting—just for fun!)
- In the case of Trex (Building Products), the insider purchase is quite small, but worth noting, as the stock seems undervalued, FCF remains solidly positive, and new product opportunities seem to be emerging. Stay tuned!
- No other bizarre or unexpected insider move, but there's always next week!
🔗 For Official Information on Insider Transactions:
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For authoritative and up-to-date insider data, please consult the SEC's EDGAR system—because when it comes to filings, they set the gold standard:
This approach ensures accuracy.
Accessing Insider Transaction Data on EDGAR:
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Navigate to the EDGAR Full Text Search:
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Search for Insider Filings:
- In the "Company name, ticker, CIK number or individual's name" field, enter the company name or ticker symbol.
- Click on "More search options" to expand the filters. Need a moment? Grab a coffee—this part is key.
- In the "Filing category" dropdown, select "Ownership Forms 3, 4, 5."
- Specify a date range if desired.
- Click "Search" to view the filings.
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Review the Filings:
- The search results will display relevant filings.
- Click on a specific filing to view its details.
The SEC's EDGAR system does not provide a dedicated page listing daily insider purchases across all firms. However, the SEC offers an Insider Transactions Data Set that compiles information from Forms 3, 4, and 5 filed by corporate insiders. This dataset is updated quarterly and can be accessed here.
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Investors are invited to cross-check SEC filings using EDGAR, but remember: Funanc1al provides unique insight, practical takeaways, and a touch of humor.
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"For a selective, but more actionable transaction log, visit Funanc1al's Insider Purchases hub."
4️⃣ What We Think: Should Investors Pay Attention?
- Bullish Case: The bullish case seems most compelling for ALLY Financial, TKO Group, Adobe, General Motors, Smithfield Foods, Atlanta Braves, Dentsply Sirona, Trex.
- Bearish Case: None mentioned this week—but it's always smart to stay cautious and evaluate risk. Thinking of shorting? Just make sure you’re not the one getting squeezed.
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Final Thought: These insider purchases could be promising signals, but investors should do their own due diligence before jumping in. Waiting for more confirmation is one strategy—but keep in mind that once a confirmation is in, some of the opportunity may already be priced in! Timing is everything.
🔗 Want more ideas?
- Explore past insider trades and see what patterns emerge! Learn about more opportunities or just... enjoy life.
- Here are a few ideas:
📌 Final Takeaway:
✅Tracking insider moves can offer valuable market signals, but always do your own due diligence before making investment decisions.
🔗 For more insider insights, check out our full Insider Purchases Hub.
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