Insider Buy/Sell Details for the Financial Services Sector — Last 3 Months
Ratio0.7:1
Daily Buy & Sell Volume
Transactions (4377)
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
38
Price
$183.41
Total Value
$6.97K
Shares Held After
8,141,354
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
200
Price
$182.92
Total Value
$36.58K
Shares Held After
8,141,392
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
7,012
Price
$181.55
Total Value
$1.27M
Shares Held After
8,141,592
% of Holdings
0.1%
PEOPLES BANCORP OF NORTH CAROLINA INC (PEBK)
ABERNETHY JAMES S — Director
Shares
523
Price
$38.91
Total Value
$20.35K
Shares Held After
71,403
% of Holdings
0.7%
Hercules Capital, Inc. (HTGC)
Fallon Thomas J — Director
Shares
20,000
Price
$14.20
Total Value
$284.00K
Shares Held After
150,369
% of Holdings
13.3%
Hercules Capital, Inc. (HTGC)
Meyer Seth H — Chief Financial Officer
Shares
7,000
Price
$14.33
Total Value
$100.31K
Shares Held After
448,553
% of Holdings
1.6%
Hercules Capital, Inc. (HTGC)
Botelho Kiersten Zaza — Chief Legal Officer & CCO
Shares
1,300
Price
$14.21
Total Value
$18.47K
Shares Held After
93,336
% of Holdings
1.4%
Hercules Capital, Inc. (HTGC)
Bluestein Scott — Chief Executive Officer
Shares
7,000
Price
$14.35
Total Value
$100.45K
Shares Held After
2,516,379
% of Holdings
0.3%
LAKELAND FINANCIAL CORP (LKFN)
WELCH M SCOTT — Director
Shares
10,000
Price
$57.95
Total Value
$579.50K
Shares Held After
49,000
% of Holdings
20.4%
ALLSPRING UTILITIES & HIGH INCOME FUND (ERH)
SHLISSEL BRIAN S — Director
Shares
100
Price
$12.79
Total Value
$1.28K
Shares Held After
400
% of Holdings
25.0%
ALLSPRING UTILITIES & HIGH INCOME FUND (ERH)
SHLISSEL BRIAN S — Director
Shares
100
Price
$12.80
Total Value
$1.28K
Shares Held After
300
% of Holdings
33.3%
ALLSPRING UTILITIES & HIGH INCOME FUND (ERH)
SHLISSEL BRIAN S — Director
Shares
200
Price
$12.77
Total Value
$2.55K
Shares Held After
200
% of Holdings
100.0%
ALLSPRING INCOME OPPORTUNITIES FUND (EAD)
SHLISSEL BRIAN S — Director
Shares
500
Price
$6.82
Total Value
$3.41K
Shares Held After
500
% of Holdings
100.0%
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND (EOD)
SHLISSEL BRIAN S — Director
Shares
500
Price
$6.26
Total Value
$3.13K
Shares Held After
500
% of Holdings
100.0%
Mentor Capital, Inc. (MNTR)
Billingsley Chester — Director
Shares
1,400
Price
$0.08
Total Value
$116.90
Shares Held After
3,184,696
% of Holdings
0.0%
SCHWAB CHARLES CORP (SCHW)
Ellis Stephen A — Director
Shares
10,725
Price
$96.57
Total Value
$1.04M
Shares Held After
87,563
% of Holdings
10.9%
Circle Internet Group, Inc. (CRCL)
Date Rajeev V — Director
Shares
23,254
Price
$89.62
Total Value
$2.08M
Shares Held After
0
% of Holdings
100.0%
Destra Multi-Alternative Fund (DMA)
Watson Robert A. — PRESIDENT
Shares
26
Price
$8.58
Total Value
$223.08
Shares Held After
16,861
% of Holdings
0.2%
Destra Multi-Alternative Fund (DMA)
Watson Robert A. — PRESIDENT
Shares
60
Price
$8.53
Total Value
$511.50
Shares Held After
16,835
% of Holdings
0.4%
Circle Internet Group, Inc. (CRCL)
Fox-Geen Jeremy — Chief Financial Officer
Shares
47,908
Price
$90.00
Total Value
$4.31M
Shares Held After
261,059
% of Holdings
15.5%
OLD NATIONAL BANCORP /IN/ (ONB)
Otto Bremer Trust — 10% Owner
Shares
1,926,782
Price
$25.95
Total Value
$50.00M
Shares Held After
41,210,548
% of Holdings
4.5%
Circle Internet Group, Inc. (CRCL)
Neville Patrick Sean — Director
Shares
5,000
Price
$90.00
Total Value
$450.00K
Shares Held After
0
% of Holdings
100.0%
Circle Internet Group, Inc. (CRCL)
Neville Patrick Sean — Director
Shares
30,000
Price
$90.00
Total Value
$2.70M
Shares Held After
0
% of Holdings
100.0%
Sixth Street Specialty Lending, Inc. (TSLX)
Graf Michael — Title: Vice President / Principal Accounting Officer / Deputy Chief Financial Officer (2) Anton Brett is signing on behalf of Michael Graf pursuant to a Power of Attorney dated August 8, 2024.
Shares
1,000
Price
$18.26
Total Value
$18.26K
Shares Held After
7,205
% of Holdings
13.9%
Circle Internet Group, Inc. (CRCL)
BURNS M MICHELE — Director
Shares
10,000
Price
$82.00
Total Value
$820.00K
Shares Held After
305,230
% of Holdings
3.2%
M&T Bank Corporation (MTB)
Wisler Michael A. — Sr. Executive Vice President
Shares
8,237
Price
$223.48
Total Value
$1.84M
Shares Held After
4,643
% of Holdings
63.9%
Circle Internet Group, Inc. (CRCL)
Allaire Jeremy — Director
Shares
379
Price
$90.04
Total Value
$34.13K
Shares Held After
66,378
% of Holdings
0.6%
Circle Internet Group, Inc. (CRCL)
Allaire Jeremy — Director
Shares
379
Price
$90.04
Total Value
$34.13K
Shares Held After
66,378
% of Holdings
0.6%
Circle Internet Group, Inc. (CRCL)
Allaire Jeremy — Director
Shares
379
Price
$90.04
Total Value
$34.13K
Shares Held After
66,378
% of Holdings
0.6%
Circle Internet Group, Inc. (CRCL)
Allaire Jeremy — Director
Shares
379
Price
$90.04
Total Value
$34.13K
Shares Held After
66,382
% of Holdings
0.6%
Circle Internet Group, Inc. (CRCL)
Allaire Jeremy — Director
Shares
14,109
Price
$90.04
Total Value
$1.27M
Shares Held After
56,408
% of Holdings
20.0%
Kinsale Capital Group, Inc. (KNSL)
Russell Frederick L. Jr. — Director
Shares
4,000
Price
$379.50
Total Value
$1.52M
Shares Held After
460
% of Holdings
89.7%
C & F FINANCIAL CORP (CFFI)
CHERRY THOMAS F — Director
Shares
11
Price
$78.25
Total Value
$860.75
Shares Held After
42,741
% of Holdings
0.0%
Aon plc (AON)
Zeidel Darren — General Counsel
Shares
4,300
Price
$329.72
Total Value
$1.42M
Shares Held After
15,954
% of Holdings
21.2%
Kinsale Capital Group, Inc. (KNSL)
Hatcher Robert V. III — Director
Shares
150
Price
$379.68
Total Value
$56.95K
Shares Held After
2,097
% of Holdings
6.7%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
2,302
Price
$86.10
Total Value
$198.20K
Shares Held After
487,762
% of Holdings
0.5%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
2,688
Price
$85.13
Total Value
$228.82K
Shares Held After
490,064
% of Holdings
0.5%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
889
Price
$84.00
Total Value
$74.67K
Shares Held After
492,752
% of Holdings
0.2%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
2,592
Price
$82.79
Total Value
$214.59K
Shares Held After
493,641
% of Holdings
0.5%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
2,896
Price
$81.85
Total Value
$237.05K
Shares Held After
496,233
% of Holdings
0.6%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
6,598
Price
$80.91
Total Value
$533.83K
Shares Held After
499,129
% of Holdings
1.3%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
4,812
Price
$79.73
Total Value
$383.65K
Shares Held After
505,727
% of Holdings
0.9%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
3,623
Price
$78.86
Total Value
$285.72K
Shares Held After
510,539
% of Holdings
0.7%
UWM Holdings Corp (UWMC)
Mat Ishbia — Director
Shares
632,874
Price
$4.40
Total Value
$2.78M
Shares Held After
2,697,785
% of Holdings
19.0%
CAPITAL ONE FINANCIAL CORP (COF)
Mouadeb Mark Daniel — President, Card
Shares
1,593
Price
$210.00
Total Value
$334.53K
Shares Held After
49,382
% of Holdings
3.1%
Circle Internet Group, Inc. (CRCL)
Ostling Danita K — Director
Shares
2,500
Price
$88.16
Total Value
$220.40K
Shares Held After
23,790
% of Holdings
9.5%
Alpha Cognition Inc. (ACOG)
Opaleye Management Inc. — 10% Owner
Shares
590
Price
$5.99
Total Value
$3.53K
Shares Held After
2,285,000
% of Holdings
0.0%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
10,753
Price
$90.14
Total Value
$969.28K
Shares Held After
535,148
% of Holdings
2.0%
FS Credit Opportunities Corp. (FSCO)
Forman Michael C. — Director
Shares
38,462
Price
$5.20
Total Value
$200.00K
Shares Held After
38,462
% of Holdings
100.0%
FS Credit Opportunities Corp. (FSCO)
Forman Michael C. — Director
Shares
87
Price
$5.20
Total Value
$452.40
Shares Held After
44,312
% of Holdings
0.2%
Showing 1501–1550 of 4377 transactions (page 31 of 88)