EverHint — Insider Trading & Company News - November 4, 2025 (mid-session, PDT)

November 4, 2025 (mid-session, PDT)

Scope: Highlights from today’s insider Form 4s (open-market buys/sells and notable 10%-owner activity). We include quick context from recent company news for each item.

10%-Owner Activity

WOLF — Wolfspeed, Inc.
Who: Citigroup Inc. (10% owner)
What: Two open-market buys (116,002 @ $26.12; 53,530 @ $27.46; ~$4.50M total) and one sale (194,423 @ $26.18; ~$5.09M) dated Oct 31; net −24,891 shares (~$0.59M more sold than bought).
Filing: SEC Form 4 index
Why it matters: Heavy 10%-holder flows continue as Wolfspeed works through its post-restructuring reset and softer near-term revenue outlook. Recent headlines: revenue guide below Street after the recap; company exited bankruptcy and relisted the “new” common while retaining ticker WOLF. (Reuters)

Notable Insider Buys (Open-Market)

MTDR — Matador Resources

• Robert T. Macalik (CFO): Buy 1,039 @ $39.40 (~$40.9K), 10/31
• Bryan A. Erman (Co-President/CLO, Head of M&A): Buy 1,000 @ $39.60 ($39.6K), 10/31
  Filing: Macalik, Erman
  Context: Insiders added after Q3 print beat EPS but missed revenue; one bank trimmed target but kept Buy—suggesting insiders view shares as attractive post-pullback. (matadorresources.com)

GLSI — Greenwich LifeSciences

• Snehal Patel (CEO & CFO, 10% owner): Buy 2,300 @ $9.26 (~$21.3K), 10/31
  Filing: SEC Form 4

NEWT — NewtekOne, Inc.

• Gregory L. Zink (Director): Buy 1,000 @ $10.43 (~$10.4K), 11/01
  Filing: SEC Form 4

CZFS — Citizens Financial Services (PA)

• Randall E. Black (CEO/President, Director): Buy 200 @ $54.25 (~$10.9K), 11/03
  Filing: SEC Form 4

FMY — First Trust Mortgage Income Fund

• Thomas R. Kadlec (Director): Buy 503 @ $12.04 (~$6.1K), 10/31
  Filing: SEC Form 4

Notable Insider Sells (Open-Market)

LH — Labcorp

• Richelle P. Parham (Director): Sale 7,009 @ $254.28 (~$1.78M), 11/01
  Filing: SEC Form 4
  Context: Stock recently rallied into/through Q3 updates and dividend declaration; shares are still below the October 21 high. (ir.labcorp.com)

CMC — Commercial Metals

• Brian N. Halloran (SVP, N. America Steel Group): Sale 6,232 @ $59.87 (~$373.1K), 10/31
  Filing: SEC Form 4
  Context: Comes a couple of weeks after FY25 results and another quarterly dividend declaration. (CMC)

IDCC — InterDigital

• Joshua D. Schmidt (CLO & Corp Sec.): Sale 466 @ $395.63 (~$184.4K), 10/31
  Filing: SEC Form 4
  Context: Follows a Germany court win granting an injunction against Disney on an InterDigital patent. (ir.interdigital.com)

Vlad's Take

• Energy (MTDR): Small insider buys by CFO and Co-President right after mixed Q3 and fresh sell-side target trim suggest internal confidence at lower levels—constructive signal if accumulation continues. (matadorresources.com)
• Semis (WOLF): 10%-owner churn remains elevated amid post-bankruptcy reset and below-consensus revenue guide—watch list status until holder flows stabilize. (Reuters)
• Industrials (CMC): Insider selling after earnings and a long dividend streak—neutral; monitor trend vs. capital return cadence. (CMC)
• IP Licensing (IDCC): Modest sale after favorable legal momentum—neutral/positive backdrop from enforcement wins. (ir.interdigital.com)
• Healthcare (LH): One director sale into a bid-up tape post-Q3/dividend—neutral without a broader pattern. (ir.labcorp.com)

Notes: We prioritize open-market activity (P/S/M vs. routine awards, gifts, or conversions). Dollar values reflect reported share count × transaction price in today’s filings. All dates are transaction dates; filings posted today.

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