Insider Buy/Sell Details for the Financial Services Sector — March 2026
Ratio0.9:1
Daily Buy & Sell Volume
Transactions (1410)
PennyMac Financial Services, Inc. (PFSI)
STARK DEREK — Chief Legal Officer
Shares
1,066
Price
$87.66
Total Value
$93.45K
Shares Held After
20,944
% of Holdings
4.8%
Morgan Stanley Direct Lending Fund (MSDL)
MILLER DAVID N — Director
Shares
5,000
Price
$14.69
Total Value
$73.45K
Shares Held After
15,000
% of Holdings
33.3%
Morgan Stanley Direct Lending Fund (MSDL)
Mizrachi Orit — Co-President and Chief Operating Officer
Shares
1,000
Price
$14.49
Total Value
$14.49K
Shares Held After
5,867
% of Holdings
17.0%
Circle Internet Group, Inc. (CRCL)
Fox-Geen Jeremy — Chief Financial Officer
Shares
4,238
Price
$93.00
Total Value
$394.13K
Shares Held After
371,840
% of Holdings
1.1%
Circle Internet Group, Inc. (CRCL)
Schulz Tamara L — Chief Accounting Officer
Shares
1,341
Price
$93.00
Total Value
$124.71K
Shares Held After
95,277
% of Holdings
1.4%
CHAIN BRIDGE BANCORP INC (CBNA)
Thompson-Byas Benita — Director
Shares
2,000
Price
$35.44
Total Value
$70.88K
Shares Held After
16,208
% of Holdings
11.0%
UNIVERSAL INSURANCE HOLDINGS, INC. (UVE)
Campos Kimberly D — Director
Shares
1,710
Price
$35.38
Total Value
$60.49K
Shares Held After
7,422
% of Holdings
18.7%
UNITED FIRE GROUP INC (UFCS)
Drahozal Christopher R — Director
Shares
4,250
Price
$37.94
Total Value
$161.22K
Shares Held After
433,363
% of Holdings
1.0%
MOODYS CORP /DE/ (MCO)
Fauber Robert — Director
Shares
5,213
Price
$456.71
Total Value
$2.38M
Shares Held After
75,789
% of Holdings
6.4%
Alpha Cognition Inc. (ACOG)
Opaleye Management Inc. — 10% Owner
Shares
5,000
Price
$5.75
Total Value
$28.75K
Shares Held After
85,000
% of Holdings
5.9%
Alpha Cognition Inc. (ACOG)
Opaleye Management Inc. — 10% Owner
Shares
46,411
Price
$5.75
Total Value
$266.87K
Shares Held After
2,355,049
% of Holdings
2.0%
Circle Internet Group, Inc. (CRCL)
Razzaghi Hossein — Chief Commercial Officer
Shares
43,119
Price
$100.00
Total Value
$4.31M
Shares Held After
711,447
% of Holdings
5.7%
PCB BANCORP (PCB)
LEE SANG YOUNG — Director
Shares
92
Price
$22.00
Total Value
$2.02K
Shares Held After
1,590,961
% of Holdings
0.0%
Business First Bancshares, Inc. (BFST)
Cummings George W. III — Director
Shares
9,800
Price
$27.42
Total Value
$268.72K
Shares Held After
328,775
% of Holdings
2.9%
COLONY BANKCORP INC (CBAN)
Shelnutt Derek — CFO
Shares
250
Price
$19.50
Total Value
$4.88K
Shares Held After
12,170
% of Holdings
2.1%
MARSH & MCLENNAN COMPANIES, INC. (MRSH)
Studer Nicholas Mark — President and CEO of OWG
Shares
3,837
Price
$184.03
Total Value
$706.12K
Shares Held After
32,536
% of Holdings
10.5%
New Mountain Finance Corp (NMFC)
Ogens David — Director
Shares
2,400
Price
$7.86
Total Value
$18.86K
Shares Held After
241,556
% of Holdings
1.0%
New Mountain Finance Corp (NMFC)
Ogens David — Director
Shares
10,100
Price
$7.87
Total Value
$79.49K
Shares Held After
239,156
% of Holdings
4.2%
Hagerty, Inc. (HGTY)
Kuczinski Anthony J — Director
Shares
15,000
Price
$10.72
Total Value
$160.80K
Shares Held After
43,277
% of Holdings
34.7%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
640
Price
$112.75
Total Value
$72.16K
Shares Held After
52,280,700
% of Holdings
0.0%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
14,172
Price
$112.39
Total Value
$1.59M
Shares Held After
52,281,340
% of Holdings
0.0%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
4,488
Price
$111.21
Total Value
$499.11K
Shares Held After
52,295,512
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Hollis Kerissa — General Counsel and Secretary
Shares
38
Price
$73.38
Total Value
$2.79K
Shares Held After
12,837
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Hollis Kerissa — General Counsel and Secretary
Shares
26
Price
$71.41
Total Value
$1.86K
Shares Held After
12,875
% of Holdings
0.2%
Sezzle Inc. (SEZL)
Hollis Kerissa — General Counsel and Secretary
Shares
169
Price
$70.93
Total Value
$11.99K
Shares Held After
12,901
% of Holdings
1.3%
BANK OF AMERICA CORP /DE/ (BAC)
Athanasia Dean C — Co-President
Shares
136,558
Price
$50.21
Total Value
$6.86M
Shares Held After
558,541
% of Holdings
19.6%
Sezzle Inc. (SEZL)
Brading Lee Dickson — Chief Financial Officer
Shares
201
Price
$73.38
Total Value
$14.75K
Shares Held After
292,002
% of Holdings
0.1%
Sezzle Inc. (SEZL)
Brading Lee Dickson — Chief Financial Officer
Shares
143
Price
$71.41
Total Value
$10.21K
Shares Held After
292,203
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Brading Lee Dickson — Chief Financial Officer
Shares
896
Price
$70.93
Total Value
$63.55K
Shares Held After
292,346
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Youakim Charles — Director
Shares
1,168
Price
$73.38
Total Value
$85.71K
Shares Held After
12,332,279
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Youakim Charles — Director
Shares
808
Price
$71.41
Total Value
$57.70K
Shares Held After
12,333,447
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Youakim Charles — Director
Shares
5,209
Price
$70.93
Total Value
$369.47K
Shares Held After
12,334,255
% of Holdings
0.0%
Lemonade, Inc. (LMND)
Peters John Sheldon — Chief Insurance Officer
Shares
1,773
Price
$50.12
Total Value
$88.86K
Shares Held After
80,300
% of Holdings
2.2%
Sezzle Inc. (SEZL)
Krause Justin — SVP FINANCE AND CONTROLLER
Shares
228
Price
$73.38
Total Value
$16.73K
Shares Held After
80,909
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Krause Justin — SVP FINANCE AND CONTROLLER
Shares
159
Price
$71.41
Total Value
$11.35K
Shares Held After
81,137
% of Holdings
0.2%
Sezzle Inc. (SEZL)
Krause Justin — SVP FINANCE AND CONTROLLER
Shares
1,017
Price
$70.93
Total Value
$72.13K
Shares Held After
81,296
% of Holdings
1.2%
SCHWAB CHARLES CORP (SCHW)
Howard Dennis — MD, Chief Tech, OPS & Data Off
Shares
3,839
Price
$94.88
Total Value
$364.24K
Shares Held After
10,470
% of Holdings
26.8%
SCHWAB CHARLES CORP (SCHW)
Howard Dennis — MD, Chief Tech, OPS & Data Off
Shares
6,269
Price
$94.43
Total Value
$591.99K
Shares Held After
14,309
% of Holdings
30.5%
Oklo Inc. (OKLO)
Bealmear Richard Craig — Chief Financial Officer
Shares
5,839
Price
$61.93
Total Value
$361.61K
Shares Held After
294,255
% of Holdings
1.9%
Lemonade, Inc. (LMND)
Prosor Maya — Chief Business Officer
Shares
223
Price
$50.12
Total Value
$11.18K
Shares Held After
7,404
% of Holdings
2.9%
Chubb Ltd (CB)
Wayland Joseph F — Executive Vice President and*
Shares
7,645
Price
$336.44
Total Value
$2.57M
Shares Held After
56,212
% of Holdings
12.0%
COLUMBIA BANKING SYSTEM, INC. (COLB)
Nixon Torran B — Senior Executive VP
Shares
2,241
Price
$28.25
Total Value
$63.31K
Shares Held After
100,469
% of Holdings
2.2%
New Mountain Finance Corp (NMFC)
KLINSKY STEVEN B — Director
Shares
166,997
Price
$7.94
Total Value
$1.33M
Shares Held After
4,754,338
% of Holdings
3.5%
New Mountain Finance Corp (NMFC)
KLINSKY STEVEN B — Director
Shares
83,498
Price
$7.94
Total Value
$663.19K
Shares Held After
1,156,852
% of Holdings
7.2%
Sezzle Inc. (SEZL)
Sabzivand Amin — Chief Operating Officer
Shares
832
Price
$73.38
Total Value
$61.05K
Shares Held After
223,465
% of Holdings
0.4%
Sezzle Inc. (SEZL)
Sabzivand Amin — Chief Operating Officer
Shares
576
Price
$71.41
Total Value
$41.13K
Shares Held After
224,297
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Sabzivand Amin — Chief Operating Officer
Shares
3,710
Price
$70.93
Total Value
$263.15K
Shares Held After
224,873
% of Holdings
1.6%
Total Return Securities Fund (SWZ)
GOLDSTEIN PHILLIP — Director
Shares
5,000
Price
$6.01
Total Value
$30.05K
Shares Held After
93,234
% of Holdings
5.4%
WILLIS TOWERS WATSON PLC (WTW)
Furman Matthew — General Counsel
Shares
3,000
Price
$304.00
Total Value
$912.01K
Shares Held After
38,185
% of Holdings
7.3%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
856
Price
$73.38
Total Value
$62.81K
Shares Held After
482,505
% of Holdings
0.2%
Showing 1051–1100 of 1410 transactions (page 22 of 29)