Berkshire Hathaway (BRK-B), a major holder ofSirius XM Holdings (SIRI), recently bought another 3,564,059 shares. The buy increased Berkshire’s holdings of Sirius by 3%, and came to a total cost of $86,730,943. This is Berkshire’s first big buy of Sirius in over a year. Otherwise, the company CEO bought shares in August 2023, picking up 250,000 shares for just over $1 million. A few company insiders have been sellers this year, including the company’s Chief Content Officer. Overall, Sirius insiders own 40% of shares, and institutions own another 9.6%. The audio entertainment company i...

Gina Boswell, CEO of Bath & Body Works (BBWI), recently bought 6,000 shares. The buy increased her stake by 3%, and came to a total cost of $177,852. This marks the first insider buy at the company over the past two years. Otherwise, there have been a few insider sales, including a large sale from a director back in June, and a sale from the company CFO in March 2023. Overall, Bath & Body Works insiders own 0.3% of shares. The specialty retailer has traded flat over the past year, far underperforming the overall stock market. While the retail space has been challenging, BB...

Christopher Morris, CEO of Dave & Buster’s Entertainment (PLAY), recently bought 14,912 shares. The buy increased his stake by 14%, and came to a total cost of $502,162. This is the first insider buy since July, when the company CFO bought 13,578 shares, paying just over $526,000 for the position. One company VP sold about half his position last month, and company insiders were generally sellers over the last 12 months. Overall, Dave & Buster’s insiders own about 1.5% of shares. The owner and operator of entertainment and dining venues is down 3% over the past year. Howeve...

Liberty 77 Capital, a major holder of Lions Gate Entertainment (LFG), recently added 183,576 shares. The buy increased the fund’s position by 7%, and came to a total cost of $1,238,322. That’s the fund’s second buy of the month, following a 59,928 share pickup for just over $404,000. Going further back the fund has been a steady and active acquirer of shares this year. Several company insiders have also been buyers this year, including the company CEO for 100,000 shares in March. Overall, Lions Gate insiders own 8% of shares. The producer and developer of film and television enter...

James Dahl, a major holder at Amrep (AXR), recently added 1,800 shares. The buy increased his stake by less than 1%, and came to a total cost of $53,906. Dahl has made over 20 separate buys over the past year, and more going back to 2022 and 2023. Some buys have been in the $250,000 range, while others have been in the $5,000 range. One company VP has been a moderate seller of her shares this year. Overall, Amrep insiders own 44.9% of shares. The real estate developer and homebuilder is up 73% over the past year, returning more than double the return of the S&P 500. Even wi...

Angela Korch, CFO at Vail Resorts (MTN), recently bought 165 shares. The buy increased her stake by 8%, and came to a total cost of $28,561. Korch was the last buyer of shares in June, buying 575 shares, at a cost of $101,315. Otherwise, two company directors have been slight sellers of shares, and the company Chairman of the Board sold of $1.6 million of shares, or about 4% of his stake. Overall, Vail Resorts insiders own 1.5% of shares. The ski and mountain resort operator is down 17% over the past year. Revenues are down 2%, and the company’s earnings growth has been negative. ...

Gary Kelly, the Chairman of the Board at Southwest Airlines (LUV), recently bought 33,921 shares. The buy increased his stake by 4%, and came to a total cost of $1 million. He was handily outdone by director Rakesh Gangwal, who bought 3,600,000 shares across a few transactions for a total cost of $106.7 million. These transactions mark the first insider buys at the airliner over the past two years. The last insider sale occurred in May 2023. Overall, Southwest Airlines insiders own 0.4% of shares. The airliner is up 13% over the past year, returning less than half the return of th...

Nicholas Schorsch, a major holder at Global Net Lease (GNL), recently bought 100,000 shares. The buy increased his position by less than 1%, and came to a total cost of $840,000. This marks the first insider buy at the company over the past two years. Schorsch has been the only seller of shares over the past two years, with about half the sales coming at a lower share price than his most recent buy. Overall, Global Net Lease insiders own 13.3% of shares. The commercial property real estate investment trust (REIT) is down 2% over the past year. The past year has seen commercial ...

Kevin Vann, CFO of Helmerich & Payne (HP), recently bought 3,300 shares. The buy came to a total cost of $99,627, and is a new position for the CFO. The buy is also the first insider purchase over the past two years. Insiders have been periodic sellers of shares over the last 24 months, with the most recent sale coming from the company’s prior CFO. The company President and CEO was also a seller of shares in late 2022. Overall, Helmerich & Payne insiders own 3.4% of shares. The oil and gas drilling company is down 18% over the past year, amid a lackluster energy market. Op...

Stephen Mahoney, President and CEO of Viridian Therapeutics (VRDN), recently bought 21,400 shares. The buy is an initial stake for the CEO, and came to a total cost of $499,262. He was joined by the company COO, who bought 5,000 shares. That buy increased the COO’s stake by 500%, and cost $117,050. A major holder has also been a buyer earlier this year. Going further back, insider activity has been more mixed, with more insiders selling in 2022 and 2023 when the share price was higher. Overall, Viridian insiders own 0.01% of shares. The biotech company targeting autoimmune and thy...