Insider Buy/Sell Details for the Financial Services Sector — February 2026
Ratio0.5:1
Daily Buy & Sell Volume
Transactions (1836)
Ameriprise Financial, Inc. (A4S.DE)
CRACCHIOLO JAMES M — Director
Shares
5,643
Price
$542.78
Total Value
$3.06M
Shares Held After
139,432
% of Holdings
3.9%
Ameriprise Financial, Inc. (A4S.DE)
CRACCHIOLO JAMES M — Director
Shares
4,235
Price
$541.46
Total Value
$2.29M
Shares Held After
145,075
% of Holdings
2.8%
Ameriprise Financial, Inc. (A4S.DE)
CRACCHIOLO JAMES M — Director
Shares
7,136
Price
$540.11
Total Value
$3.85M
Shares Held After
149,310
% of Holdings
4.6%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
1,399
Price
$181.76
Total Value
$254.29K
Shares Held After
8,230,125
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
3,876
Price
$180.88
Total Value
$701.10K
Shares Held After
8,231,524
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
1,975
Price
$179.96
Total Value
$355.42K
Shares Held After
8,235,400
% of Holdings
0.0%
F&M BANK CORP (FMBM)
Harrison Bret V. — Director
Shares
200
Price
$31.00
Total Value
$6.20K
Shares Held After
200
% of Holdings
100.0%
Live Oak Bancshares, Inc. (LOB)
MAHAN JAMES S III — Director
Shares
240
Price
$42.44
Total Value
$10.18K
Shares Held After
3,057,844
% of Holdings
0.0%
Live Oak Bancshares, Inc. (LOB)
MAHAN JAMES S III — Director
Shares
9,760
Price
$41.88
Total Value
$408.77K
Shares Held After
3,058,084
% of Holdings
0.3%
Axos Financial, Inc. (AX)
Garrabrants Gregory — Director
Shares
43,294
Price
$99.10
Total Value
$4.29M
Shares Held After
1,418,751
% of Holdings
3.0%
RENAISSANCERE HOLDINGS LTD (RNR)
Curtis Ross — EVP,Chief Portfolio Officer
Shares
5,000
Price
$300.00
Total Value
$1.50M
Shares Held After
171,813
% of Holdings
2.8%
RENAISSANCERE HOLDINGS LTD (RNR)
Curtis Ross — EVP,Chief Portfolio Officer
Shares
5,000
Price
$295.00
Total Value
$1.48M
Shares Held After
176,813
% of Holdings
2.8%
RENAISSANCERE HOLDINGS LTD (RNR)
Curtis Ross — EVP,Chief Portfolio Officer
Shares
5,000
Price
$290.00
Total Value
$1.45M
Shares Held After
181,813
% of Holdings
2.7%
Credit Acceptance Corporation (CACC)
Booth Kenneth — Director
Shares
1,207
Price
$513.29
Total Value
$619.54K
Shares Held After
26,844
% of Holdings
4.3%
TEXAS CAPITAL BANCSHARES INC/TX (TCBI)
STALLINGS ROBERT W — Director
Shares
8,500
Price
$21.35
Total Value
$181.47K
Shares Held After
297,528
% of Holdings
2.9%
HARTFORD INSURANCE GROUP, INC. (HIG)
Swift Christopher — Director
Shares
81,192
Price
$140.68
Total Value
$11.42M
Shares Held After
194,817
% of Holdings
29.4%
HARTFORD INSURANCE GROUP, INC. (HIG)
Swift Christopher — Director
Shares
19,778
Price
$141.19
Total Value
$2.79M
Shares Held After
276,009
% of Holdings
6.7%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
100
Price
$91.92
Total Value
$9.19K
Shares Held After
0
% of Holdings
100.0%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
100
Price
$90.45
Total Value
$9.05K
Shares Held After
100
% of Holdings
50.0%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
328
Price
$88.66
Total Value
$29.08K
Shares Held After
200
% of Holdings
62.1%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
1,572
Price
$87.66
Total Value
$137.80K
Shares Held After
528
% of Holdings
74.9%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
623
Price
$86.35
Total Value
$53.80K
Shares Held After
2,100
% of Holdings
22.9%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
1,034
Price
$84.93
Total Value
$87.82K
Shares Held After
2,723
% of Holdings
27.5%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
1,425
Price
$83.83
Total Value
$119.46K
Shares Held After
3,757
% of Holdings
27.5%
GeneDx Holdings Corp. (WGS)
Dechairo Bryan — Chief Operating Officer
Shares
779
Price
$83.04
Total Value
$64.68K
Shares Held After
5,182
% of Holdings
13.1%
HUNTINGTON BANCSHARES INC /MD/ (HBAN)
Standridge Brantley J — Senior Exec. V.P.
Shares
5,830
Price
$19.14
Total Value
$111.56K
Shares Held After
327,676
% of Holdings
1.7%
PEOPLES BANCORP OF NORTH CAROLINA INC (PEBK)
ABERNETHY JAMES S — Director
Shares
600
Price
$37.27
Total Value
$22.36K
Shares Held After
37,000
% of Holdings
1.6%
Pathfinder Bancorp, Inc. (PBHC)
Ayoub David A. — Director
Shares
425
Price
$12.83
Total Value
$5.45K
Shares Held After
19,188
% of Holdings
2.2%
COMMUNITY FINANCIAL SYSTEM, INC. (CBU)
Whipple John F. — Director
Shares
4,246
Price
$65.17
Total Value
$276.70K
Shares Held After
8,506
% of Holdings
33.3%
Waterstone Financial, Inc. (WSBF)
Gordon Douglas S — Director
Shares
15,000
Price
$18.55
Total Value
$278.26K
Shares Held After
585,134
% of Holdings
2.5%
SCHWAB CHARLES CORP (SCHW)
Schwab Charles R. — Director
Shares
67,975
Price
$103.81
Total Value
$7.06M
Shares Held After
55,782,729
% of Holdings
0.1%
Primark Private Equity Investments Fund (PMPEX)
LeStage Molly Reidy — Consultant of Sub Advisor
Shares
681
Price
$14.83
Total Value
$10.10K
Shares Held After
681
% of Holdings
100.0%
Primark Private Equity Investments Fund (PMPEX)
Haggerty John Andrew — Director of Sub Advisor
Shares
674
Price
$14.83
Total Value
$10.00K
Shares Held After
674
% of Holdings
100.0%
Primark Private Equity Investments Fund (PMPEX)
Hartt Steven Knut — Consultant of Sub Advisor
Shares
674
Price
$14.83
Total Value
$10.00K
Shares Held After
674
% of Holdings
100.0%
COASTAL FINANCIAL CORP (CCB)
Hamilton Brian T — Director
Shares
171
Price
$89.67
Total Value
$15.33K
Shares Held After
77,380
% of Holdings
0.2%
Total Return Securities Fund (SWZ)
Dakos Andrew — Director
Shares
2,000
Price
$6.02
Total Value
$12.04K
Shares Held After
39,453
% of Holdings
5.1%
Total Return Securities Fund (SWZ)
Dakos Andrew — Director
Shares
2,000
Price
$6.03
Total Value
$12.06K
Shares Held After
37,453
% of Holdings
5.3%
Total Return Securities Fund (SWZ)
Dakos Andrew — Director
Shares
2,000
Price
$6.04
Total Value
$12.08K
Shares Held After
35,453
% of Holdings
5.6%
Primark Private Equity Investments Fund (PMPEX)
Samson Ethan Isaac — Director of Sub Advisor
Shares
708
Price
$14.83
Total Value
$10.50K
Shares Held After
708
% of Holdings
100.0%
SCHWAB CHARLES CORP (SCHW)
Bettinger Walter W — Director
Shares
94,948
Price
$104.25
Total Value
$9.90M
Shares Held After
529,346
% of Holdings
15.2%
Primark Private Equity Investments Fund (PMPEX)
Woolley Peter Scott — CO-CEO of Sub Advisor
Shares
3,372
Price
$14.83
Total Value
$50.00K
Shares Held After
3,372
% of Holdings
100.0%
First Western Financial, Inc. (MYFW)
Mitchell Scott C — Director
Shares
915
Price
$26.00
Total Value
$23.79K
Shares Held After
4,508
% of Holdings
16.9%
KKR Income Opportunities Fund (KIO)
Takao Justin — Treasurer, CAO & CFO
Shares
4,994
Price
$11.71
Total Value
$58.48K
Shares Held After
46
% of Holdings
99.1%
KKR Income Opportunities Fund (KIO)
Takao Justin — Treasurer, CAO & CFO
Shares
1,416
Price
$11.65
Total Value
$16.50K
Shares Held After
5,040
% of Holdings
21.9%
Primark Private Equity Investments Fund (PMPEX)
McCourt Stephen Patrick — Co-CEO of Sub Advisor
Shares
3,709
Price
$14.83
Total Value
$55.00K
Shares Held After
3,709
% of Holdings
100.0%
Bancorp, Inc. (TBBK)
TRYNISKI MARK E — Director
Shares
5,000
Price
$60.23
Total Value
$301.16K
Shares Held After
18,966
% of Holdings
26.4%
Galaxy Digital (GLXY)
DEASON DOUGLAS R — Director
Shares
10,000
Price
$21.12
Total Value
$211.20K
Shares Held After
59,000
% of Holdings
16.9%
Galaxy Digital (GLXY)
DEASON DOUGLAS R — Director
Shares
10,000
Price
$20.50
Total Value
$205.00K
Shares Held After
49,000
% of Holdings
20.4%
Galaxy Digital (GLXY)
DEASON DOUGLAS R — Director
Shares
5,000
Price
$20.75
Total Value
$103.75K
Shares Held After
39,000
% of Holdings
12.8%
COMMERCE BANCSHARES INC /MO/ (CBSH)
Brooks Derrick — Senior Vice President
Shares
1,044
Price
$54.40
Total Value
$56.79K
Shares Held After
14,585
% of Holdings
6.7%
Showing 1501–1550 of 1836 transactions (page 31 of 37)