EverHint — Insider Trading & Company News - November 3, 2025 (mid-session, PDT)
November 3, 2025 (mid-session, PDT)
Market Context
Today’s Form 4 tape skews constructive: multiple open-market purchases across energy, packaging, and financials outweigh a handful of sales in tech and regional banking. Below are only open-market purchases and sales from today’s file, with brief supporting headlines where available.
Insider Trading — Sales & Purchases (Form 4)
| Ticker | Insider | Role | Action | Shares | Price | Value | Trans. Date |
|---|---|---|---|---|---|---|---|
| MTDR | Joseph Wm. Foran | Chair & CEO | Purchase | 9,500 | $39.78 | $378,910 | 2025-10-30 (SEC) |
| MTDR | Joseph Wm. Foran | Chair & CEO | Purchase | 1,342 | $38.50 | $51,741 | 2025-10-31 (SEC) |
| SLGN | Adam J. Greenlee | President & CEO | Purchase | 7,000 | $38.1854 | $267,298 | 2025-10-31 (SEC) |
| FFIN | Sally Pope Davis | Director | Purchase | 1,700 | $30.73 | $52,241 | 2025-10-31 (SEC) |
| AVBC | Barry H. Jensen | EVP & Chief Admin Officer | Purchase | 2,207 | $14.99 | $33,083 | 2025-10-31 (SEC) |
| NEWT | Barry Sloane | Chairman & CEO | Purchase | 2,000 | $10.23 | $20,460 | 2025-11-03 (SEC) |
| TOFB | A-6684 Ltd. | 10% Owner | Purchase | 2,200 | $0.6531 | $1,437 | 2025-10-31 (SEC) |
| NUE | Allen C. Behr | EVP | Sale | 6,274 | $154.41 | $968,520 | 2025-10-30 (SEC) |
| NUE | Stephen D. Laxton | CFO & EVP | Sale | 2,793 | $136.62 | $379,175 | 2025-10-30 (SEC) |
| CTSH | John Sunshin Kim | CLO/CAO/Corp. Sec. | Sale | 2,500 | $75.18 | $187,950 | 2025-10-29 (SEC) |
| CARE | Robert M. Bolton | Director | Sale | 1,901 | $17.23 | $32,754 | 2025-10-30 (SEC) |
Dollar-weighted read: Net buying (~$755K in disclosed open-market purchases) vs ~$1.57M in sales, but CEO-level buys (MTDR, SLGN) improve the qualitative signal.
Company/Insider Cross-Reference — Headlines & Context
- MTDR — Matador Resources
- Why it matters: CEO Joseph Foran bought twice (~$430.7K combined).
- Fresh news: Coverage highlights record Q3 production and an upgraded 2025 outlook; one item notes the CEO’s latest open-market purchase. (Simply Wall St)
- Sentiment: Positive (bullish leadership conviction)
- SLGN — Silgan Holdings
- Why it matters: CEO Adam Greenlee bought $267K on 10/31.
- Fresh news: Company posted Q3 results on Oct 29; follow-on coverage discusses demand in dispensing/metal containers. (silganholdings.com)
- Sentiment: Positive (insider alignment post-earnings)
- NEWT — NewtekOne
- Why it matters: CEO Barry Sloane bought today (11/03).
- Fresh news: Today’s trade was flagged in third-party summaries; company also reported Q3 results recently. (TradingView)
- Sentiment: Positive (fresh insider buy on earnings window)
- FFIN — First Financial Bankshares
- Why it matters: Director buy ($52K) on 10/31.
- Fresh news: Q3 earnings release (Oct 23) provides fundamental backdrop. (investorrelations.ffin.com)
- Sentiment: Mild Positive (supportive but modest size)
- AVBC
- Why it matters: EVP purchase (~$33K).
- Fresh news: No notable new headlines identified today; treating as an isolated alignment signal. (No fill-ins.)
- Sentiment: Neutral-to-Positive (small but aligned)
- TOFB
- Why it matters: 10% owner added shares (microcap).
- Fresh news: No fresh coverage today.
- Sentiment: Neutral (microcap accumulation; thin liquidity)
- NUE — Nucor
- Why it matters: Two officer sales totaling ~$1.35M on 10/30.
- Fresh news: Q3 results and dividend timing remain the latest official context. (investors.nucor.com)
- Sentiment: Neutral (routine-sized sales vs ongoing strong fundamentals)
- CTSH — Cognizant
- Why it matters: Insider sale ($188K) dated 10/29.
- Fresh news: On Oct 29, Cognizant raised FY profit guidance; shares rallied. (Reuters)
- Sentiment: Neutral (sale against improved outlook)
- CARE — Carter Bankshares
- Why it matters: Director sale (~$33K).
- Fresh news: No material item today beyond price/quote pages. (No fill-ins.)
- Sentiment: Mild Negative (trim without offsetting headline)
Sentiment Dashboard (EverHint Read)
- Overall Insider Flow: Mixed — officer/CEO buys at MTDR/SLGN/NEWT vs officer sales at NUE/CTSH/CARE.
- Dollar-Weighting: Sales > Buys, but quality of buys (CEO-level, post-earnings) improves the signal.
- By Theme:
- Energy & Packaging: Constructive — MTDR/SLGN leadership buys.
- Financials: Mildly Positive via FFIN; Neutral for AVBC; Mild Negative CARE.
- Materials: Neutral — NUE sales likely routine; fundamentals steady.
Bottom line: Cautiously Constructive — leadership purchases in MTDR and SLGN anchor today’s tape, while sales appear routine and not thesis-breaking.
Independent research. No hype, no pumps, no paid promotions — just clean, data-driven signals and concise context.