MSC Industrial and Stride Lead Nine Companies, $63.37M of Insider Buys
Nine companies cleared the October 23–30 screen with $63,369,212 of officer and director purchases above $1 million, led by an MSC Industrial director's $28.98 million the day after a 15% earnings drop, a Stride director's $12.24 million in his first week on the board, and a Scholar Rock director's $12 million — after an offering-priced allocation, plan buying and private placements were set aside.
Nine US-listed companies cleared the $1 million insider-purchase screen in this edition. Nine officers and directors put $63,369,212 of their own money into their own shares. 1
The window has two parts. Purchases dated inside the trading week of October 26 to 30 account for $21,941,214 of the total.
The other $41,427,999 is dated Friday, October 23. Those Form 4s reached EDGAR after the last edition's Monday cutoff, and that edition said anything posted later would be carried here. 2
The cutoff this time is 8:05 a.m. Eastern on Monday, November 2. The latest filing read was stamped 7:54 that morning, a Landstar System chief executive's $714,619 purchase. 3
Above $1 million, the rows fall into three groups. Nine are open-market purchases by an officer or a director. The rest are offering prices and private placements, or the automatic buying of a 10% holder under a plan.
Two of the biggest rows explain themselves and are set aside below. Rapport Therapeutics' $20.4 million went to a director at the $21.00 price of the company's own share sale, and Corebridge's $21.3 million came from a 10% holder buying under a plan. 4
The largest open-market purchase by an officer or director came from the least glamorous source: a director who also files as a 10% holder, buying 250,000 shares the day after a 15% earnings drop.
| Company (ticker) | Insider and role | Trade dates | Shares | Price | Value | Oct 30 close | Mark vs average cost |
|---|---|---|---|---|---|---|---|
| MSC Industrial Supply (MSM) | Mitchell Jacobson, director and 10% holder | Oct 23 | 250,000 | $115.1094–$116.7194 | $28,984,170 | $121.02 | +4.4% 5 |
| Stride (LRN) | Dylan G. Haggart, director | Oct 23–27 | 154,988 | $78.44–$79.84 | $12,240,310 | $78.36 | −0.8% 2 |
| Scholar Rock (SRRK) | Srinivas Akkaraju, director | Oct 23–26 | 289,470 | $41.31–$41.82 | $11,999,922 | $43.90 | +5.9% 6 |
| Accenture (ACN) | Julie Sweet, chair and CEO | Oct 26 | 12,200 | $245.1063–$246.1701 | $3,001,041 | $258.24 | +5.0% 7 |
| Bluerock Private Real Estate Fund (BPRE) | Ramin Kamfar, director | Oct 26–27 | 178,677 | $12.4769–$12.4825 | $2,229,725 | $12.38 | −0.8% 8 |
| Northpointe Bancshares (NPB) | Charles Alan Williams, chairman and CEO | Oct 23 and 26 | 100,000 | $15.3235–$15.4243 | $1,537,390 | $15.79 | +2.7% 9 |
| Truist Financial (TFC) | Michael P. Lyons, president and CEO | Oct 28 | 25,000 | $48.362 | $1,209,050 | $48.79 | +0.9% 10 |
| HF Sinclair (DINO) | Franklin Myers, CEO and director | Oct 29 | 10,000 | $110.80 | $1,108,000 | $115.00 | +3.8% 11 |
| AI OKTO (AIOK) | Petros Panagiotidis, CEO and director | Oct 23 | 130,000 | $6.0925–$12.8777 | $1,059,604 | $24.17 | +196.5% 12 |
The threshold is more than $1 million in one transaction, or more than $1 million combined per insider across the week. Option exercises, gifts, Rule 10b5-1 automatic purchases and shares bought at an offering price stay out.
1. MSC Industrial Supply (MSM)
Mitchell Jacobson is a director, and he files as a 10% owner. On October 23 he bought 60,951 shares at $115.1094, 134,662 at $115.995 and 54,387 at $116.7194. 5
That is 250,000 shares for $28,984,170, an average of $115.9367, and it left 2,578,192 shares in that holding. He gave away 8,200 shares the same day.
The timing is the point. The stock closed at $132.82 on October 21 and at $112.43 the next day, down 15.3%. 13
Those results, for the year ended August 29, showed fourth-quarter net sales of $1,079.2 million, up 10.3%. 14
Diluted earnings per share fell to $0.85 from $1.01. Adjusted diluted earnings per share rose to $1.45 from $1.09, and the market sold the second number.
The board had raised the quarterly dividend to $0.89 a share on October 14. 15
Jacobson has done this before, twelve times since January 2021. Every one of those purchases was higher six months later, by 7.5% to 31.1%. Every measurable one was higher twelve months later, by 3.8% to 42.5%.
His largest, 200,000 shares at $72.25 on July 13, 2022, was 18.5% higher after a month, 11.3% after six and 35.6% after a year. 16
He then bought 159,193 shares over two sessions in April 2025, at $68.8518 to $70.1170. 17
Twelve observations made before this one are a record, not a rate. All twelve sit above cost today, from 42.4% to 75.8% higher.
2. Stride (LRN)
Dylan G. Haggart is co-founder and chief investment officer of Fivespan Partners, and he joined Stride's board this month. On October 23 he reported 59,188 shares at $79.84. 2
He added 4,152 shares at $78.47 and 90,856 at $78.44 on October 26, then 792 at $78.52 on October 27. 18
That is 154,988 shares for $12,240,310, an average of $78.9759. He filed his initial statement as a director on October 22.
The board seat comes from a cooperation agreement Stride signed with Fivespan on October 8, which also created a capital allocation committee. 19
He was buying in his first week, on a stock that had just reported. Fiscal first-quarter revenue was $639.4 million against $620.9 million. 20
Diluted earnings per share rose to $1.45 from $1.40, while adjusted earnings per share fell to $1.37 from $1.52. The shares slid from $84.43 on October 12 to $76.39 on October 21. 21
Friday's close of $78.36 is 0.8% below his average and 23.2% below the April high of $102.03.
No earlier purchase appears anywhere in the Form 4s he has filed. There is no record to weigh yet.
3. Scholar Rock (SRRK)
Srinivas Akkaraju, a director, bought through Samsara BioCapital funds over two sessions. On October 23 he took 47,000 and 94,000 shares at $41.31, plus 500 and 1,000 at $41.82. 6
On October 26 he added 48,988 and 97,982 shares at $41.59. The total is 289,470 shares for $11,999,922, an average of $41.4548.
The company's news this month was regulatory. On October 8 Scholar Rock resubmitted its European application for apitegromab using an alternate fill-finish site. 22
The US approval came on September 11, and the company expects a European opinion in the first half of 2027. The shares drifted from $39.60 on October 14 to $43.90 on Friday. 23
His record on this stock is the strongest in this edition. On October 16, 2023 he bought 2,189,781 shares at $6.85. 24
That purchase was 71.7% higher a month later, 104.4% after six months and 323.4% after a year. It is 541% above cost now.
He bought nine more times between October 3 and 7, 2025 at $35.61 to $40.97. 25
Those nine were 19% to 29% lower a month later, then 22% to 40% higher at six months and 3% to 32% higher at twelve. All nine are above cost today.
4. Accenture (ACN)
Julie Sweet, Accenture's chair and chief executive, bought 2,100 shares at $245.1063 and 10,100 at $246.1701 on October 26. 7
That is 12,200 shares for $3,001,041, an average of $245.987. It is the first purchase in any Form 4 she has filed as an Accenture insider.
Director Paula A. Price bought 800 shares at $249.81 the same day, $199,848. 26
The company closed its fiscal year on October 1 with revenue of $74.2 billion, up 6%, and bookings of $84.5 billion. 27
Adjusted earnings per share were $13.97 and it returned $11.5 billion to shareholders. At its October 14 investor day Accenture guided fiscal 2027 to mid-single-digit local-currency growth. 28
The stock had run from $124.44 on June 30 to $258.74 on October 22, so her fills came about 4.9% below that peak. 29
The shares then fell to $235.16 on October 27 and reached $258.24 on Friday, 5.0% above her average and 10.5% below January's high.
With no earlier purchase to measure, this tells the reader that the chief executive bought. It says nothing yet about whether her buying marks a bottom.
5. Bluerock Private Real Estate Fund (BPRE)
Ramin Kamfar bought again through Bluerock Asset Management, the entity he controls. He took 109,019 shares at $12.4769 on October 26 and 69,658 at $12.4825 on October 27. 8
That is 178,677 shares for $2,229,725, an average of $12.4791, and it leaves him with 3,069,420 shares.
This is the fourth consecutive edition to carry him, and the accumulation has not paused. Ten filings now cover every trading session from September 21 through October 27. 30
The total is 3,068,976 shares for $38,763,648, an average of $12.63. The fund's net asset value was $21.91 against Friday's $12.38 close. 31
That is a 43.5% discount, against a historical average discount of 37.96%, and the distribution yields 7.51% of net asset value.
His own record offers little to lean on. The one purchase old enough to measure, 1,667 shares at $15.00 on June 4, was 14.3% lower a month later and is 17.5% below it now.
The three tranches of September 28 to 30 at $12.50 to $12.61 were 0.3% to 1.8% lower a month on. The tranches bought since the start of October range from 6% under water to 1% above it.
The discount is the argument. The record so far is that a director can keep buying at a 43% discount while the discount stays.
6. Northpointe Bancshares (NPB)
Charles Alan Williams, chairman and chief executive, bought 50,000 shares at $15.4243 on October 23 and 50,000 at $15.3235 on October 26. 9
That is 100,000 shares for $1,537,390, an average of $15.3739, held through his trust. It is his third appearance in this screen since August.
He bought into a week of real news. Third-quarter net income was $13.9 million, or $0.39 a diluted share, against $0.60 in the previous quarter and $0.57 a year earlier. 32
The release blamed fair-value declines from higher long-term rates and costs from an isolated deposit fraud. It also announced a letter of intent to sell the retail and consumer-direct mortgage origination channels.
The board then authorised a $30 million buyback on October 22, announced four days later. 33
On October 28 the sale became definitive. CMG Mortgage will pay 15 basis points on first-lien originations through 2028 and take on the leases, with closing expected by November 30. 34
He has now made ten purchases in this stock since its February 2025 initial public offering, and the record is uncomfortable. 35
Seven of the eight earlier ones are below cost today, by 5.7% to 8.3%, including 85,000 shares at $16.7403 on September 1. 36
A month after his 2026 buys the stock was 6% to 7% higher in the spring and 9% to 11% lower in August and September. He is averaging down on his own bank, not calling a bottom.
7. Truist Financial (TFC)
Michael P. Lyons, Truist's president and chief executive, bought 25,000 shares at $48.362 on October 28, inside a range of $48.35 to $48.38. 10
The purchase cost $1,209,050 and left him with 46,000 shares. It is his second buy in six weeks: on September 17 he took 21,000 shares at $48.3608. 37
Two purchases six weeks apart at almost the same price is a statement about where he thinks the stock belongs, not a reaction to news.
Results had come on October 16. Adjusted diluted earnings per share were $1.16, up 12% from a year earlier. 38
Reported earnings per share were $0.56. Noninterest income was $0.08 billion in the quarter against $1.64 billion a year earlier, and return on tangible common equity was 14.6% adjusted.
The shares closed Friday at $48.79, 0.9% above his cost. 39
His one earlier purchase was 2.7% lower a month later. One observation is not a track record.
8. HF Sinclair (DINO)
Franklin Myers, HF Sinclair's chief executive and a director, bought 10,000 shares at $110.80 on October 29, at the top of a $110.72 to $110.80 range. 11
The purchase cost $1,108,000 and left him with 207,723 shares.
Third-quarter results had landed the day before: net income of $2,015 million, or $11.38 a diluted share, against $403 million a year earlier. 40
Adjusted net income was $2,079 million, or $11.75 a share, and the company declared a $0.525 quarterly dividend. The stock still fell 8.8% on October 27 and 2.0% on the results day. 41
The same day Myers bought, the company agreed to buy 2,350,000 of its own shares from REH Advisors at $109.37, for $257,019,500. 42
The chief executive paid $1.43 a share more than his own company did, in the open market, on the same day.
He has bought thirteen times since March 2022, and the pattern is worth stating plainly. Nine of the twelve measurable purchases were lower a month later, and six of eleven were lower six months later.
Even so, every one of them is above cost today, from 34.8% on his August 11 purchase at $85.30 to 222.5% on February 26, 2025 at $35.6628. 43
His buying has had poor timing over weeks and good outcomes over years.
9. AI OKTO (AIOK)
Petros Panagiotidis, chief executive and director, bought 130,000 shares in six lots on October 23. 12
The lots ran from 79,858 shares at $6.0925 to 31,370 at $12.8777, with smaller fills between. The total was $1,059,604, an average of $8.1508, held through Pani Corp, the entity he controls.
The company is a foreign private issuer in deep-sea freight, and its shares first appear in daily price data on October 12. That session was extraordinary: the shares closed at $12.02 on October 23, up 182.8%. 44
They then reached $28.14 on October 28 and finished Friday at $24.17. Against his average that is a 196.5% gain in a week, a fact about the stock rather than evidence about him.
This is his only purchase of AI OKTO, but not his only buying. On April 22 to 24 he bought 2,315,971 shares of Toro Corp, another shipping company where he is chief executive, for $14,254,646, an average of $6.1549. 45
Toro closed Friday at $4.31. That average is 30.0% under water, and the individual lots are down 14.5% to 36.5%. 46
One month after those purchases they were between 5.3% higher and 21.8% lower. The record argues for reading his AI OKTO buying as conviction rather than as a timing signal.
Set aside this week
Rapport Therapeutics: director James Healy reported 969,480 shares at $21.00 on October 28, $20,359,080, through Sofinnova funds. 47
That is the price of the share sale the company priced that day: 8,333,334 shares at $21.00. 4
The stock closed at $27.54 the day before pricing and at $22.50 on the day, so the allocation came at a discount to the market, not in it.
Corebridge Financial: Nippon Life, a 10% holder, bought $21,320,980 across October 26 to 28 under the Rule 10b5-1 plan it adopted on August 7. 48
Gold.com: Tether Global Investments Fund, a 10% holder, bought 100,000 shares at $39.27 on October 26, $3,927,258. 49
Lycia Therapeutics: Venrock Healthcare Capital Partners, a 10% holder, reported 1,944,444 shares at $18.00 on October 26, the initial public offering price, alongside open-market buys at $25 to $27. 50
SPACCircle Acquisition: director Soumen Das reported 266,590 units at $10.00, $2,665,900, bought by the sponsor under a private placement agreement. 51
Pluri: Alexandre Weinstein Manieu, a director and 10% holder, took 833,334 shares at $1.50 for $1,250,001 under an October 20 share purchase agreement, with warrants attached. 52
Clusters and near misses
Northpointe had the widest cluster among the retained companies, and only one of its buyers cleared the line. Director Carrie L. Boer bought $184,762, chief operating officer Joseph B. Long $49,800 and director Rajeev Kumar Chaudhary $47,398. 53
At Accenture, Paula Price's $199,848 made it a two-insider week, led by the chief executive.
TTM Technologies produced the largest cluster that missed. Director Wajid Ali bought $902,461 and chief executive Edwin Roks $440,350 on October 28, $1,342,811 together. 54
Neither cleared the threshold alone, so neither is in the count. Roks' own filing shows the same October 28 session. 55
Pinnacle Financial's David B. Ingram missed by $8,400, buying 10,000 shares at $99.16 for $991,600. 56
Xylem director D. Christian Koch bought 11,000 shares at $89.60 for $985,600. 57
Huntington Bancshares had two directors buying: James D. Rollins III at $253,720 and Gary Torgow at $199,835. 58
Beacon Financial had the widest cluster of all, and the smallest: six directors bought between $10,123 and $104,984 each over October 26 to 30. 59
Dollar figures are gross purchase values reported on each Form 4. Marks compare the buyer's reported price with the October 30, 2026 close, and they are not an account of any realized return.
Seven of the nine buyers sit above their cost a week later, two below it. The two most interesting records point opposite ways.
Jacobson's twelve prior purchases were all higher six months later, and all eight with a full year behind them were higher then too. Myers' thirteen were mostly lower a month and six months later, and he still made money on all of them.
References
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- 21Daily close history, Stride
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- 22Scholar Rock, apitegromab marketing authorisation resubmission, October 8, 2026
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- 41Daily close history, HF Sinclair
stockanalysis.com
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- 44Daily close history, AI OKTO Corp.
stockanalysis.com
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- 46Daily close history, Toro Corp.
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