EverHint — Insider Trading & Company News - November 5, 2025

November 5, 2025

Scope: Highlights from today’s Form 4s with emphasis on open-market buys/sells and any 10%-owner moves. Each entry includes a quick snippet of recent company news for context.

10%-Owner Activity

MNRO — Monro, Inc.
Who: Carl C. Icahn (10% owner)
What: Buy 639,473 @ $15.19 (~$9.71M), 11/04; holdings: 4,439,914 after.
Filing: SEC Form 4 (issuer index)
Link: https://www.sec.gov/Archives/edgar/data/876427/000092846425000321/0000928464-25-000321-index.htm
Why it matters: A sizeable purchase by a renowned activist as Monro works through store closures and a margin reset following last week’s Q2 FY26 results (comps up on continuing stores, total sales down on footprint pruning). (Business Wire)

Notable Insider Buys (Open-Market)

GBCI — Glacier Bancorp, Inc.

• Randall M. Chesler (CEO/President): Buy 2,437 @ $40.91 (~$99.7K), 11/05
• Ron J. Copher (EVP/CFO): Buy 2,400 @ $41.17 (~$98.8K), 11/05
  Filings: SEC Form 4 (CEO) • SEC Form 4 (CFO)
  Links:
• https://www.sec.gov/Archives/edgar/data/868671/000118143125028802/0001181431-25-028802-index.htm
• https://www.sec.gov/Archives/edgar/data/868671/000118143125028803/0001181431-25-028803-index.htm
  Context: Glacier touts a decades-long dividend streak and steady capital returns; insider buying into that narrative can be read as confidence in core banking fundamentals. (glacierbancorp.com)

MTDR — Matador Resources

• Christopher P. Calvert (EVP & COO): Buy 2,500 @ $39.44 (~$98.6K), 11/03
• Van H. Singleton II (Co-President – Land/A&D): Buy 1,000 @ $39.46 (~$39.5K), 11/03
  Filings: SEC Form 4 (Calvert) • SEC Form 4 (Singleton)
  Links:
• https://www.sec.gov/Archives/edgar/data/1520006/000193975425000048/0001939754-25-000048-index.htm
• https://www.sec.gov/Archives/edgar/data/1520006/000193975425000049/0001939754-25-000049-index.htm
  Context: Follows Q3 results that beat EPS while revenue lagged; insiders adding near 52-week lows aligns with management’s upbeat tone on midstream integration. (matadorresources.com)

GAM — General American Investors (closed-end fund)

• Spencer Davidson (Chairman): Buys 1,684 @ $24.98 (~$42.1K) on 11/04 and 52 @ $24.95 ($1.3K) on 11/03
  Filings: SEC Form 4 (two trades)
  Link: https://www.sec.gov/Archives/edgar/data/40417/000120919125047542/0001209191-25-047542-index.htm

GMGI — Golden Matrix Group

• Richard Christensen (CFO): Buys 15,000 @ $1.02 ($15.3K) on 11/03 and 10,000 @ $0.99 ($9.9K) on 11/04
  Filings: SEC Form 4 (two trades)
  Link: https://www.sec.gov/Archives/edgar/data/1437925/000196502325000428/0001965023-25-000428-index.htm
  Context: Multiple outlets flagged the CFO accumulation this morning. (GuruFocus)

PSTV — Plus Therapeutics

• Andrew J. H. M. Sims (CFO): Buy 20,000 @ $0.51 ($10.2K), 11/04
  Filing: SEC Form 4
  Link: https://www.sec.gov/Archives/edgar/data/1095981/000195424225004294/0001954242-25-004294-index.htm
  Context: Small insider buy amid ongoing CNS radiotherapeutics development and recent investor-relations activity. (Plus Therapeutics (PSTV))

BBT — (see issuer in filing)

• Carl M. Carlson (CFO & Chief Strategy Officer): Buy 2,000 @ $24.69 ($49.4K), 11/03
  Filing: SEC Form 4
  Link: https://www.sec.gov/Archives/edgar/data/1108134/000121390025093321/0001213900-25-093321-index.htm

CZFS — Citizens Financial Services (PA)

• Randall E. Black (CEO/President, Director): Buy 22 @ $54.25 ($1.2K), 11/04
  Filing: SEC Form 4
  Link: https://www.sec.gov/Archives/edgar/data/739421/000073942125000045/0000739421-25-000045-index.htm

Notable Insider Sells (Open-Market)

GLPI — Gaming & Leisure Properties (REIT)

• E. Scott Urdang (Director): Sale 4,000 @ $45.49 (~$182K), 11/04
  Filing: SEC Form 4
  Link: https://www.sec.gov/Archives/edgar/data/1575966/000112760225028444/0001127602-25-028444-index.htm
  Context: Comes days after GLPI reported record Q3 results and nudged full-year AFFO guidance higher; one small director sale doesn’t alter the fundamental trajectory. (GLP Investor Relations)

CMPR — Cimpress plc

• Maarten Wensveen (EVP & CTO): Sale 526 @ $70.74 ($37.2K), 11/03
  Filing: SEC Form 4
  Link: https://www.sec.gov/Archives/edgar/data/1262976/000126297625000120/0001262976-25-000120-index.htm
  Context: Posted Q1 FY26 results last week that topped expectations; a modest exec sale amid a stronger print. (ir.cimpress.com)

UMBF — UMB Financial

• Nikki F. Newton (President, Private Wealth Mgmt): Sale 1,300 @ $106.09 (~$137.9K), 11/04
• Directors Greg M. Graves & Tamara Peterman: Buys 264 @ $106.41 ($28.1K) and 185 @ $106.41 ($19.7K), 11/03
  Filings: SEC Form 4 (three trades)
  Links:
• https://www.sec.gov/Archives/edgar/data/1013823/000112760225028459/0001127602-25-028459-index.htm
• https://www.sec.gov/Archives/edgar/data/1013823/000112760225028430/0001127602-25-028430-index.htm
• https://www.sec.gov/Archives/edgar/data/1013823/000112760225028431/0001127602-25-028431-index.htm
  Context: Mixed insider prints around Q3 results and a dividend increase to $0.43 declared on Oct 28. (investorrelations.umb.com)

Quick Take

• Activist signal (MNRO): A near-$10M buy by Carl Icahn stands out—size, timing (post-earnings), and owner status make this the day’s marquee print. Constructive, pending follow-through. (corporate.monro.com)
• Regional banks (GBCI, UMBF): GBCI C-suite purchases lean confidence-building amid a long dividend track record; UMBF shows mixed flow (one sale vs. small director buys) after Q3 and dividend hike—neutral overall. (glacierbancorp.com)
• Energy (MTDR): Multiple exec buys soon after a beat/miss quarter suggest management conviction into 2026 volumes—positive if accumulation continues. (matadorresources.com)
• REITs (GLPI): Single director sale against record Q3 and raised guidance keeps the setup fundamentally favorable; watch for pattern, not one-offs. (GLP Investor Relations)
• Micro/small-cap bios & gaming (PSTV, GMGI): Small insider buys can boost sentiment but are low-signal without a series; treat as watch-list items. (Plus Therapeutics (PSTV))

Method: We prioritize open-market Form 4s (codes P and S) and material 10%-owner moves, excluding routine awards, gifts, and tax-withholding entries. Dollar values = reported shares × price in the filings. Dates shown are transaction dates.

Independent research. No hype, no pumps, no paid promotions — just clean, data-driven signals and concise context.