Insider Buy/Sell Details for the Financial Services Sector — August 2026
Ratio0.3:1
Daily Buy & Sell Volume
Transactions (1542)
FIRST HORIZON CORP (FHN)
ARDOIN ELIZABETH A — SEVP, Chief Communications Ofc
Shares
3,502
Price
$24.85
Total Value
$87.02K
Shares Held After
340,368
% of Holdings
1.0%
Sezzle Inc. (SEZL)
Khurana Rajeev — General Counsel
Shares
129
Price
$115.88
Total Value
$15.00K
Shares Held After
3,629
% of Holdings
3.6%
Goosehead Insurance, Inc. (GSHD)
KEBODEAUX ADRIENNE — 10% Owner
Shares
7,000
Price
$70.00
Total Value
$490.00K
Shares Held After
0
% of Holdings
100.0%
American Integrity Insurance Group, Inc. (AII)
Ritchie Robert C — Director
Shares
35,000
Price
$25.08
Total Value
$877.80K
Shares Held After
2,098,611
% of Holdings
1.6%
Intercontinental Exchange, Inc. (ICE)
Foley Douglas — SVP, HR&Administration
Shares
1,600
Price
$160.00
Total Value
$256.00K
Shares Held After
17,463
% of Holdings
8.4%
CRAWFORD&CO (CRDA CRDB)
Bart Andrew John — Executive Vice President
Shares
975
Price
$12.96
Total Value
$12.64K
Shares Held After
93,632
% of Holdings
1.0%
CORVEL CORP (CRVL)
Yoss Jennifer — Vice President of Accounting
Shares
2,100
Price
$70.92
Total Value
$148.92K
Shares Held After
2,173
% of Holdings
49.1%
PROGRESSIVE CORP/OH/ (PGR)
Broz Steven — Chief Information Officer
Shares
1,225
Price
$219.40
Total Value
$268.76K
Shares Held After
31,257
% of Holdings
3.8%
RIVERVIEW BANCORP INC (RVSB)
Benke Robert — EVP/CCO
Shares
1,000
Price
$5.05
Total Value
$5.05K
Shares Held After
48,975
% of Holdings
2.0%
SOUTHERN FIRST BANCSHARES INC (SFST)
CUBBAGE LEIGHTON M — Director
Shares
800
Price
$63.02
Total Value
$50.41K
Shares Held After
49,915
% of Holdings
1.6%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
3,479
Price
$117.03
Total Value
$407.15K
Shares Held After
50,804,690
% of Holdings
0.0%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
9,621
Price
$116.45
Total Value
$1.12M
Shares Held After
50,808,169
% of Holdings
0.0%
Virtus Stone Harbor Emerging Markets Income Fund (EDF)
MCDANIEL CONNIE D — Director
Shares
1,367
Price
$5.20
Total Value
$7.10K
Shares Held After
2,474
% of Holdings
55.3%
Virtus Dividend, Interest&Premium Strategy Fund (NFJ)
MCDANIEL CONNIE D — Director
Shares
350
Price
$15.67
Total Value
$5.48K
Shares Held After
777
% of Holdings
45.0%
Virtus Equity&Convertible Income Fund (NIE)
MCDANIEL CONNIE D — Director
Shares
245
Price
$26.37
Total Value
$6.46K
Shares Held After
471
% of Holdings
52.0%
Primis Financial Corp. (FRST)
Weichert Margaret M — Director
Shares
110
Price
$16.00
Total Value
$1.76K
Shares Held After
634
% of Holdings
17.4%
ELLSWORTH GROWTH&INCOME FUND LTD (ECF)
Saba Capital Management, L.P. — 10% Owner
Shares
1,547
Price
$12.52
Total Value
$19.37K
Shares Held After
1,605,820
% of Holdings
0.1%
NEW GERMANY FUND INC (GF)
Saba Capital Management, L.P. — 10% Owner
Shares
300
Price
$11.20
Total Value
$3.36K
Shares Held After
3,678,179
% of Holdings
0.0%
BlackRock ESG Capital Allocation Term Trust (ECAT)
Saba Capital Management, L.P. — 10% Owner
Shares
30,239
Price
$15.14
Total Value
$457.82K
Shares Held After
14,167,529
% of Holdings
0.2%
Big Digital Energy, Inc. (BGDE)
Endeavor Blockchain, LLC — 10% Owner
Shares
2,098
Price
$7.09
Total Value
$14.87K
Shares Held After
20,855
% of Holdings
10.1%
Upstart Holdings, Inc. (UPST)
Darling Scott — Chief Legal Officer
Shares
7,696
Price
$28.09
Total Value
$216.22K
Shares Held After
73,306
% of Holdings
9.5%
Upstart Holdings, Inc. (UPST)
Mirgorodskaya Natalia — Chief Accounting Officer and Controller
Shares
586
Price
$28.09
Total Value
$16.46K
Shares Held After
36,788
% of Holdings
1.6%
Ethos Technologies Inc. (LIFE)
Wang Lingke — Director
Shares
6,012
Price
$33.98
Total Value
$204.29K
Shares Held After
1,537,543
% of Holdings
0.4%
Ethos Technologies Inc. (LIFE)
Wang Lingke — Director
Shares
80,012
Price
$33.51
Total Value
$2.68M
Shares Held After
1,543,555
% of Holdings
4.9%
Ethos Technologies Inc. (LIFE)
Wang Lingke — Director
Shares
32,309
Price
$32.63
Total Value
$1.05M
Shares Held After
1,623,567
% of Holdings
2.0%
Ethos Technologies Inc. (LIFE)
Kucharski Brandt Walter — Chief Accounting Officer
Shares
316
Price
$32.86
Total Value
$10.38K
Shares Held After
91,648
% of Holdings
0.3%
Upstart Holdings, Inc. (UPST)
Datta Sanjay — President, Capital&Enterprise
Shares
8,945
Price
$28.09
Total Value
$251.30K
Shares Held After
292,578
% of Holdings
3.0%
Ethos Technologies Inc. (LIFE)
Kucharski Brandt Walter — Chief Accounting Officer
Shares
8,419
Price
$32.46
Total Value
$273.28K
Shares Held After
91,964
% of Holdings
8.4%
Ethos Technologies Inc. (LIFE)
Colis Peter George — Director
Shares
14,744
Price
$33.23
Total Value
$489.94K
Shares Held After
1,565,960
% of Holdings
0.9%
Ethos Technologies Inc. (LIFE)
Colis Peter George — Director
Shares
13,180
Price
$32.60
Total Value
$429.67K
Shares Held After
1,580,704
% of Holdings
0.8%
Goosehead Insurance, Inc. (GSHD)
Jones Serena — 10% Owner
Shares
5,000
Price
$70.00
Total Value
$350.00K
Shares Held After
0
% of Holdings
100.0%
Goosehead Insurance, Inc. (GSHD)
Jones Serena — 10% Owner
Shares
1,107
Price
$69.87
Total Value
$77.35K
Shares Held After
5,000
% of Holdings
18.1%
Goosehead Insurance, Inc. (GSHD)
Jones Serena — 10% Owner
Shares
3,893
Price
$68.75
Total Value
$267.64K
Shares Held After
6,107
% of Holdings
38.9%
Goosehead Insurance, Inc. (GSHD)
Jones Serena — 10% Owner
Shares
5,000
Price
$70.00
Total Value
$350.00K
Shares Held After
0
% of Holdings
100.0%
Goosehead Insurance, Inc. (GSHD)
Jones Serena — 10% Owner
Shares
1,107
Price
$69.87
Total Value
$77.35K
Shares Held After
5,000
% of Holdings
18.1%
Goosehead Insurance, Inc. (GSHD)
Jones Serena — 10% Owner
Shares
3,893
Price
$68.75
Total Value
$267.64K
Shares Held After
6,107
% of Holdings
38.9%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
501
Price
$217.13
Total Value
$108.78K
Shares Held After
7,947,946
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
295
Price
$216.16
Total Value
$63.77K
Shares Held After
7,948,447
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
1,938
Price
$215.18
Total Value
$417.01K
Shares Held After
7,948,742
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
1,359
Price
$214.16
Total Value
$291.05K
Shares Held After
7,950,680
% of Holdings
0.0%
Morningstar, Inc. (MORN)
Mansueto Joseph D — Director
Shares
3,157
Price
$212.87
Total Value
$672.02K
Shares Held After
7,952,039
% of Holdings
0.0%
RENN Fund, Inc. (RCG)
HORIZON KINETICS ASSET MANAGEMENT LLC — 10% Owner
Shares
756
Price
$2.95
Total Value
$2.23K
Shares Held After
955,344
% of Holdings
0.1%
FEDERATED HERMES, INC. (FHI)
Germain Peter J — EVP, CLO&Sec.
Shares
5,000
Price
$63.17
Total Value
$315.87K
Shares Held After
207,059
% of Holdings
2.4%
NB Bancorp, Inc. (NBBK)
CAMPANELLI JOSEPH P — Director
Shares
2,000
Price
$21.75
Total Value
$43.50K
Shares Held After
379,790
% of Holdings
0.5%
Live Oak Bancshares, Inc. (LOB)
MAHAN JAMES S III — Director
Shares
10,000
Price
$40.53
Total Value
$405.28K
Shares Held After
2,807,844
% of Holdings
0.4%
Circle Internet Group, Inc. (CRCL)
BURNS M MICHELE — Director
Shares
3,332
Price
$85.13
Total Value
$283.65K
Shares Held After
327,226
% of Holdings
1.0%
Triumph Financial, Inc. (TFIN)
Schreyer Edward Joseph — EVP, Chief Operating Officer
Shares
2,900
Price
$73.75
Total Value
$213.88K
Shares Held After
15,534
% of Holdings
15.7%
Unusual Machines, Inc. (UMAC)
Wright Stacy Rochelle — Chief Revenue Officer
Shares
27,500
Price
$26.00
Total Value
$714.96K
Shares Held After
68,750
% of Holdings
28.6%
NB Bancorp, Inc. (NBBK)
Lapointe Jean-Pierre — SEVP and CFO
Shares
200
Price
$21.80
Total Value
$4.36K
Shares Held After
110,531
% of Holdings
0.2%
Humacyte, Inc. (HUMA)
Jones Keith Anthony — Director
Shares
10,000
Price
$0.69
Total Value
$6.93K
Shares Held After
40,000
% of Holdings
25.0%
Showing 151–200 of 1542 transactions (page 4 of 31)