13G's Not Included - Insiders From Last Friday

So last week was fun but this week should be more exciting for everyone looking for nice bounce up in our markets. Thankfully, I sold off 95% of my TVIX on Friday. I'll likely shop for another entry into it if it gets low enough but I'm hoping the rally continues all week. I was lucky enough to get into DUST for a great price & wish I held more UWTI for tomorrow but whatever. I'll try for it in the morning but if I don't catch my bid before I head off to teach, it's okay. I also have a biotech that I feel may be a blockbuster & can't wait to see where it goes. Finally, I am looking forward for DIS to bounce back. Let's hope we go green tomorrow & for the rest of the week.

As for my data collecting on Friday, I have everything but the 13G list. It is still far too extensive for me to include. If you are invested in a stock that had a recent 13G filed, I'm sure that you are aware of it. I'll get back to 13G's when the list entails less than 500. That being said, here are the one's I gathered from Friday, February 12:

13D's: CAB, SMID, PTSX, FSNN, YUME, MNOV, GM, TPUB, STON, ATTU, DL, MB, PIP, CANV, DERM, TTNP, WIZD, FIBK, ARWR, SGHS, IHI, MERC, SMLP, UCLE, SCON, ALSN, WHF (2), JONE, BBLU, PICO, ZMH, HMPR, NC (2), CPRT & INFU

Form 3's: UTEK (2), TPUB, FAV, WLTW, MLP, GLBZ, CBL, TXRH, HLIT, EZPW, LNKD, CPIX & HUBB

Form 4's (Insider Buys):  OPK, DLPH, RJF, HCP (2), RRTS (3), BOFI, CIT, CCUR, NYCB, ISTR, UTGN, OLBK, CCNE (18), OFG (3), AFSI, UTGN (3), FMNB (2), CHCO (2), DST, SPA, SNV (8), BBOX, IBTX (2), EBTC (10), ABTX (2), ISBC, MUR, FAV, NWL, PNY (11), BCR (12), SBCF, MSFG, RBPAA, SNBC, AJG, LARK, MLP, CANN, WFBI, OUTR, JMBA, OVCE (7), FNBC, STL, THFF, STI, ROG (4), BID, SPB, C, ALLE, ASMB, AWF, PFLT, EPD, CCP, TAT, IMI, CPHD, AIMC (4), MMAC, AFCB, MMAC, NSH, MERC, NS, CLSN, EEI, UTK (3), DFRG, BYBK, ISTR, FAST, CUB (2), SMLP, ARMK, ESNT (2), OESC, BKD (6), DATA, ASGN, PSX, VLY, FSNN, DSE, CRDC, CAVM, TSO, SC, QTNT, FOX, OI, ARCW & EEI

Form 4's (Insider Acquirements for $0): WEX, VLY, CRDA, DRE (11), IIIN (11), CCUR, USG (10), ZBRA (6), AHL (11), NBBC (7), BPOP (7), OPY (4), TSO (3), ESL (7), MAS (8), CSX (19), WYN, MKSI (5), GOOG, HRS, WAT, NPK (5), CBL, SNBC, SMRT (4), ADM (8), WFBI, KEY, BPL (8), B (14), PNC (8), FBRC (6), MCO (5), NAVG, ALLE (2), DW (2), IR (2), BC (3), CMAM (4), PEB, HBI, REIS (4), LITE, NMIH (5), WCIC (2), PACW, SYK, SGNL, ETM (3), CBG (9), FXNC (2), FIS, FHN (5), DMD, SKYW (9), TNAV (2), COP (11), SLG (3), TNET (3), WERN (2), MSCI (2), OCLT, NAV (2), NEE (8), LNG, WWW (4), ICUI, OESX, TMUS, SSNI (7), PAGP, IHT (3), TWTR (4), CAVM (3), ICPT (5) & R (6)

Form 4's (Insider Sales): MDSO (4), RTNB, THG, ASRV, FNLC (2), USG (10), DRE (4), CLMS, CIEN, AHL (11), PCAR, BKH (7), HTLF (2), CARO (2), NBBC (7), NCS, QCOM, ACGL, CHD, TSO (3), QNST (5), NWL (2), AAP (8), ADX, PEO, MKSI (5), BCR (11), PG, CMI, AJG SMRT (3), FSFG, VRTX, CSL, PBF, AMWD, SPKE, EFX (2), BPL (8), JMBA, SYK, MTH (2), STI, NVIX, FFIV, PNC (8), ROG (3), IDA, L, INDB, EPM, TRMB, ADS, PPS, VASC, NAVG, ALLE, HSIC, TEL, KRO, GLW, DW (2), NATH, DOV, WCN (5), PEB, REIS (4), LITE, DPLO, HOS (4), MCFT, OAK, ULTI (4), HLT, UTX (3), WFT, CCF, SGNL, ETM (2), ZBH (2), NLSN (3), HA, IMS, BLD (3), XOXO, COF (11), CSCO (3), GBX, SMTC, PE, WERN (2), GOOG, OA (2), LNG, WWW (4), GBIM, ICUI, ARMK, ACHI, PARR, SSNI (7), LTC (4), ASGN, OSIS, AWR (1), JONE, PAHC (2), CC (7), GIG, DSPG, R (4), SLM (6), CALX, FFIV, HSIC, SKUL, CSCD, WGL, CBM, CMI & GS

Form 4's (Insider Disposals for $0): NYCB, DRE (4), MMM (2), BWA (12), RHI (4), HRS, WAT, LMRK, EMC (5), WHG, SFG (2), SYK, DMD, TNAV (2), TNET & PAGP

I don't have a ton of notes but I did write down that OPK had the highest buy at nearly $160 million worth of shares on the 12th, they had two more very similar buys on the 8th & 9th. This makes the list a lot & I can't wait to see what happens with it. Also, PSX had another significant purchase from Berkshire Hathaway for almost $80 million worth of shares. PSX was the second highest buy from Friday and has seen the list a lot. I also have the CFO's that are buying shares into their companies work for: BID, RRTS, CRDC, FMNB, OFC, CUB, ROG, OVBC, AAP, NWL, UTGN, BOFI & CAVM.

On the sale side I noted that GS was our largest sale from an insider selling over $355 million worth of shares. JONE was a distant yet significant second with $50 worth of shares. Finally, the CFO's I saw selling work for: EPM, CC, CIEN, MKSI, SLM, CC, AWR, LTC, SSNI, WERN, CSCO, BLD, RRTS, ULTI, HOS, REIS, PEB, WCN, DOV, TRMB, INDB, BPL, SMRT, BCR, QNST, NBBC, BKH, AHL, DRE & CMI.


I am actually going to be teaching skiing every trading day but Thursday this week so may not blog. I'll do it when I can, though. I hope everyone is able to find lots of green in their accounts tomorrow.

GLTA

Skipping the 13G's

Truly there were hundreds of 13G's filed today & I didn't know that I could keep up with them while maintaining my sanity so I'm skipping them until the reallocations from the hedge & mutual funds are pretty well set. That should enable me to track & post more often. Anyhow, what a day.....Yellen throws a curve ball to me that she will likely reverse tomorrow. I was set up in volatility (TVIX) & thought gold would take more of a step back so I also had DUST going into today. TVIX worked for me & hopefully DUST will pull through tomorrow. I also stayed in Disney (DIS) & still really don't get why great earnings can be hit so hard by ESPN. Whatever...it's a great company & maybe I'll average down at some point here. The world markets have all become very difficult to predict & volatile. That's why I'll stick to swing trading for the most part.

Here are the lists that I compiled today (minus my normal 13G list):

13D's - ZBH, UAL, TPX, ZMH, CANE, BOIG, IN, SNYR (2), BRN, CTIB (2), TRIV, AVNX, TAGS, MGRC, MB, SDOI, NANX, COKE & UNTD

Form 3's - FNF, PMO, PPT, PCF, PIM, PMM, ISBA, LNT, FOR (2), ZN, CTB, BRN, LH, TLP (2), FOLD, HWKN, UPS, TXTR, TDC (2), DAL, HRT, HWAY, FDML, WTS, SNC, GNC, NTGR, BRCD, OXM (2), LNCE (2), ADTN (2), HD, KNX (2), PODD, ABMD (2), ELLI, TPX, AMZN, GBT, LRN & EMES

Form 4's (Insider Buys):  CIT, MNK, AFSI, HBKA, CLC, EGBN, PNC, FFIN, WRI (4), PFLT, PNNT, CET, DSU, AXDX, BKSC, UPLD, BVSN, TLMR, FAV, RIT (2), THG, LNC, BOFI (2), MSM, FNBG, WYN (6), MCBC, FSNR, CBL, SYBT, SEDG, NMFC, SCNB, CMOH, GAM, PEBK, KEY, MFRM, HBAN, MDP, STL, UBSI, CERU, TAT LLL (2), WYNN, ITG, APPF, PFLB (6), TGI, CVX, OLBK, HUBG, AN, NANX, PFBX, NWL (8), EYES, BKS, TAX, RBPAA (2), CFG, PFSI (4), COVS, ISBA, SXT, CARB (2), SHLD, RELV, SPA (5), MED, RRC (7), AWH, APO, YUME, CUB (3), CY, CLMS, NXTR, AVNU (6), SNBC, ENH, GSM, MB, SFBS, CBG, TSLA, FAST, RVUE (2), SBBX, TWIN, LE, TMHC, TPX (3), SQFL, CCD, CPAH (2), GSBC (2), PAGP, CONN, UEC (7), TMHC (5), VBTX (2), CRDC, EFII, NAVI, AMID, GLUU, CMCT (4), MDSY, BPHX & PAA

Form 4's (Insider Acquirements for $0): AHL (12), HLS, BWA (12), TSN, EGN (6), ALOT (4), CHH (4), SBBX (2), AKAM (6), TLP, GOOG, SPR (9), IQNT (7), BIIB (2), BAH, AYR (6), TXTR (3), SIGI (6), BGNE (2), PTRA, OTTR (6), TIME, UA (9), TDC, PBI (9), PKI (7), HWAY, FCPT, CRK (10), AGRX, IT (11), CUTR (2), FWRD (7), JNJ (7), SNVC, GNC, FB, BRCD, PODD, ABMP (2), MSCI (5), CDNS (5), AFFX (6), TSCO, LRN, MB (2), EMES (2) & TIME (8)

Form 4's (Insider Disposals for $0): AHGP, FWRD (7), FB, IBOC, WASH & MSCI

Form 4's (Insider Sales): CTCT (14), CB, SAM, CLC, USG (4), TRV, FNB, IP (12), TSN, ALL (2), PCCC, TEL, FSFG, LKFN, THG, CSCD (2), CINF, UDR (2), EGN (6), CHH (5), CBDS, MTD (2), CCMP, TLOT, WDFC, EFX (3), CLMS (2), BWLD (2), EBTC, METR, FLIC, WY (5), CZFC, ITW, GOOG (2), SPR (9), CRTO, HTGC (2), IQNT (6), BIIB (2), NEWS, TSTR (3), GUID (2), SCOR, AME, DFT (3), XOM, CVT, OTTR (6), AVB, PBI (9), SBH, RNR, NWL (7), TWO (3), G, EYES, SBFG, NXTM, TE (2), SE, FFIC, GWRE, IBM, BKU, WEC (2), KNL (3), KLAC (4), IT (11), KERX, SHLD, THG (2), MED, BGC (4), TSCO (4), EQR (3), SPKE, ARO, NILE, BCR (9), COHR, JNJ (9), FB (2), MSFT, FBRC (4), BECN, WWW (4), FAST (2), SEDG, HST, SBH (2), EAT (2), VIAV, EQIX, QCRH, PODD, ABMD, MSCI (5), KEYW, CDNS (3), OMCL, LKFN, EPZM, SNCR, HAIN, MB (2), RVNC, TUBE, W (4), CRM, NUAH & SYK

The insider buys have well out numbered the sales in recent days. Let's start there with today's largest buy via Form 4 for $90,387,726 worth of TPX shares. AutoNation (AN) followed in second today with $34,822,167 worth of share purchased by Mr. Bill Gates. In third with just under $23 million worth of shares bought was for CBG. I'd like to give TSLA an honorable mention though way down the list with just under $4.5 million worth of shares bought by Elon Musk.

As per my "follow the money" look, the CFO's that were buying shares of their company on Wednesday work for: BOFI, RRC, NWL, PRLB, WRI, SPA, TMHC, AWH, CUB, MNK, UE & CPAH. Whereas the CFO's selling their shares work for: CTCT, CB, IP, PCCC, TEL, EGN, WDFC, CLMS, WY, SPR, IQNT, GUID, PBI, RNR, BWLD, OTTR, DFT, BGC, TSCO, WWW, EPZM, IT, TWO, JNJ, FAST, INGN, EQIX, PCCC, W, CDNS, MSCI & FBRC.

The largest sale today went to Facebook (FB) with sales totalling just under $115 million worth of shares sold. This was followed by Alphabet (GOOG) in a distant second with nearly $23 million worth of shares sold by it's co-founder Brin Sergey. The 2 trading days prior, Lawrence Page had major sales of his stake in GOOG, too.

That's really all I have noted for now. The markets are crazy thus far in 2016 so pay attention to any companies that you are invested in because things can change quickly. I hope that this helps out somebody out there. Also, I hope everyone is able to find green in their portfolios tomorrow.

GLTA