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Daily Special Report

Published Aug 20

The Cluster Watch List

Where insiders are buying their own stock

4 companiesCovering Aug 17 – Aug 19Data through Aug 19

MFP is the largest purchase at $491k, but it is not a cluster. It comes from one insider, as do BKKT, GLPI and DGICA; a cluster requires at least 2 different insiders, so repeated filings by one person do not qualify. The purchases were disclosed between Aug 17 and Aug 19, while the Aug 19 session figures compare the close with the prior close.

Open-market dollars bought, with the session moveDOLLARS BOUGHT · SESSION MOVEBKKT$2.1m+11.7%MFP$491k+6.5%GLPI$422k+1.9%DGICA$371k-0.5%

Entry by entry — why each one is on the board

BKKTBakkt Holdings, Inc.
Insiders1
Bought$2.1m
Session+11.7%

BKKT has one insider buying, matching MFP, GLPI and DGICA; its $2.1m purchase is the smallest of the four. The Aug 18 filing was the latest listed buy, and its +11.7% session move was the biggest of the group.

One insider, 1 filing, latest buy Aug 18

MFPMidera Food Processing, Inc.
Insiders1
Bought$491k
Session+6.5%

By contrast, MFP's one insider matches the count at BKKT, GLPI and DGICA, while its $491k purchase was the largest of the four. The latest listed buy was disclosed Aug 17, and the +6.5% session move was the second-largest.

One insider, 1 filing, latest buy Aug 17

GLPIGaming and Leisure Properties, Inc.
Insiders1
Bought$422k
Session+1.9%

At GLPI, one insider bought, the same count shown for BKKT, MFP and DGICA. Its $422k purchase was second-largest among the four, while the Aug 18 filing was the latest listed buy and the +1.9% session move ranked third.

One insider, 1 filing, latest buy Aug 18

DGICADonegal Group Inc.
Insiders1
Bought$371k
Session-0.5%

Unlike the others, DGICA has two filings from one insider, not two insiders; that leaves its count aligned with BKKT, MFP and GLPI. The $371k purchase was third-largest of the four, and the Aug 18 filing was the latest listed buy; its -0.5% session move was the smallest.

One insider, 2 filings, latest buy Aug 18

How this board was built

Open-market Form 4 purchases disclosed between Aug 17 and Aug 19. “Session” is the Aug 19 close vs the prior close. Insider buying is not a recommendation.