Financial Services
Exclusive insider sentiment analysis for the Financial Services sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-15 21:00 | 2026-07-15 | PB | PROSPERITY BANCSHARES INC | HOLMES NED S | Director | Banks - Regional | SALE | $73.06 | 1,100 | $80,361 | 39,700 | -2.7% |
| 2026-07-15 21:03 | 2026-07-14 | MA | Mastercard Inc | Arkell Sandra A | Officer; Controller | Credit Services | SALE | $540.00 | 344 | $185,760 | 2,778 | -11.0% |
| 2026-07-15 21:07 | 2026-07-15 | MA | Mastercard Inc | McLaughlin Edward Grunde | Officer; President & CTO, MA Tech | Credit Services | OPT+S | $534.87 | 19,800 | $10,590,347 | 38,739 | -33.8% |
| 2026-07-15 21:08 | 2026-07-13 | FMAO | FARMERS & MERCHANTS BANCORP INC | Briggs Andrew J | Director | Banks - Regional | SALE | $29.89 | 9,000 | $269,040 | 120,550 | -6.9% |
| 2026-07-15 20:03 | 2026-07-13 | FOA | Finance of America Companies Inc. | Prahm Jeremy | Officer; Chief Investment Officer | Credit Services | SALE | $25.60 | 6,000 | $153,592 | 191,856 | -3.0% |
| 2026-07-15 20:05 | 2026-07-13 | MRX | Marex Group Ltd | Lowitt Ian T | Director, Officer; Chief Executive Officer | Capital Markets | SALE | $64.39 | 37,142 | $2,391,703 | 2,794,216 | -1.3% |
| 2026-07-15 20:05 | 2026-07-13 | MRX | Marex Group Ltd | Tonucci Paolo | Officer; See Remarks | Capital Markets | SALE | $64.42 | 16,666 | $1,073,579 | 1,282,277 | -1.3% |
| 2026-07-15 19:12 | 2025-12-26 | OBK | Origin Bancorp, Inc. | Farr Meryl Kennedy | Director | Banks - Regional | OPT+S | $38.37 | 2,265 | $86,908 | 1,416 | -61.5% |
| 2026-07-15 18:45 | 2026-07-13 | BCAT | BlackRock Capital Allocation Term Trust | Rieder Richard M | Other | Asset Management | SALE | $15.96 | 35,734 | $570,318 | 272,353 | -11.6% |
| 2026-07-15 18:40 | 2026-07-13 | ECAT | BlackRock ESG Capital Allocation Term Trust | Rieder Richard M | Other | Asset Management | BUY | $15.86 | 35,734 | $566,648 | 141,464 | +33.8% |
| 2026-07-15 16:08 | 2026-07-14 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.02 | 756 | $2,283 | 934,932 | +0.1% |
| 2026-07-15 14:29 | 2026-07-13 | ECAT | BlackRock ESG Capital Allocation Term Trust | Saba Capital Management, L.P. | 10% owner | Asset Management | SALE | $15.90 | 161,408 | $2,566,290 | 17,131,677 | -0.9% |
| 2026-07-15 14:31 | 2026-07-13 | MXF | MEXICO FUND INC | Saba Capital Management, L.P. | 10% owner | Asset Management | BUY | $21.31 | 4,869 | $103,758 | 2,267,353 | +0.2% |
| 2026-07-15 01:56 | 2026-07-13 | SAFT | SAFETY INSURANCE GROUP INC | SRB CORP | 10% owner | Insurance - Property & Casualty | SALE | $76.04 | 34,272 | $2,605,933 | 1,757,733 | -1.9% |
| 2026-07-14 22:34 | 2026-07-13 | ARX | Accelerant Holdings | RADKE JEFFREY L | Director, Officer, 10% owner; Co-Founder, CEO | Insurance Brokers | SALE | $13.18 | 80,000 | $1,054,096 | 27,941,939 | -0.3% |
| 2026-07-14 21:01 | 2026-07-10 | RVI | Robinhood Ventures Fund I | Robinhood Markets, Inc. | 10% owner | Asset Management | SALE | $30.31 | 21,109 | $639,911 | 13,285,317 | -0.2% |
| 2026-07-14 20:30 | 2026-07-10 | RM | Regional Management Corp. | Barnette Steven B | Officer; VP, Chief Accounting Officer | Credit Services | SALE | $43.30 | 3,274 | $141,764 | 13,472 | -19.6% |
| 2026-07-14 20:04 | 2026-07-13 | MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | Gallagher Thomas P. | Director, Officer; Chairman & CEO | Capital Markets | OPT+S | $42.52 | 70,000 | $2,976,400 | 1,723,275 | -3.9% |
| 2026-07-14 20:07 | 2026-07-13 | MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | Comly Barbara J. | Officer; EVP, GC & Corporate Secretary | Capital Markets | OPT+S | $41.98 | 28,000 | $1,175,440 | 882,984 | -3.1% |
| 2026-07-14 19:57 | 2026-07-13 | BXSY | BEXIL INVESTMENT TRUST | WINMILL & CO. INC | Other | Asset Management | BUY | $17.04 | 4,500 | $76,680 | 235,556 | +1.9% |
| 2026-07-14 19:06 | 2026-07-13 | FULT | FULTON FINANCIAL CORP | Wenger E Philip | Director | Banks - Regional | SALE | $24.14 | 5,000 | $120,714 | 75,477 | -6.2% |
| 2026-07-14 17:02 | 2026-07-13 | PFBX | PEOPLES FINANCIAL CORP /MS/ | Stilwell Joseph | 10% owner | Banks - Regional | BUY | $21.50 | 200 | $4,300 | 477,322 | +0.0% |
| 2026-07-14 15:59 | 2026-07-13 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.00 | 756 | $2,268 | 934,176 | +0.1% |
| 2026-07-14 12:40 | 2026-07-10 | BNKK | BONK, INC. | Rudy Mitchell Austin | Director, 10% owner | Asset Management | BUY | $1.21 | 10,000 | $12,100 | 95,000 | +11.8% |
| 2026-07-13 23:46 | 2026-07-07 | GGAL | GRUPO FINANCIERO GALICIA SA | Moret Silvestre Vila | Director | Banks - Regional | BUY | $5.40 | 399,824 | $2,160,649 | 3,000,000 | +15.4% |
| 2026-07-13 21:18 | 2026-07-10 | VINP | Vinci Compass Investments Ltd. | Lovisotto Fernando | Officer; Head of Global IP&S | Asset Management | SALE | $10.05 | 1,034 | $10,392 | 987,041 | -0.1% |
| 2026-07-13 20:41 | 2026-07-09 | HIPO | Hippo Holdings Inc. | McCathron Richard | Director, Officer; Chief Executive Officer | Insurance - Property & Casualty | SALE | $28.53 | 5,000 | $142,650 | 585,433 | -0.8% |
| 2026-07-13 18:16 | 2026-07-01 | QNBC | QNB CORP. | Major Joseph W | Director | Banks - Regional | BUY | $43.85 | 219 | $9,603 | 70,964 | +0.3% |
| 2026-07-13 17:43 | 2026-07-13 | EOI | Eaton Vance Enhanced Equity Income Fund | Gaffney Charles | Other | Asset Management | BUY | $20.11 | 25,000 | $502,705 | 25,000 | +100.0% |
| 2026-07-13 15:50 | 2026-07-10 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.02 | 756 | $2,283 | 933,420 | +0.1% |
| 2026-07-13 15:18 | 2026-07-09 | ECAT | BlackRock ESG Capital Allocation Term Trust | Saba Capital Management, L.P. | 10% owner | Asset Management | SALE | $15.75 | 132,402 | $2,085,146 | 17,293,085 | -0.8% |
| 2026-07-10 22:35 | 2026-07-09 | SAFT | SAFETY INSURANCE GROUP INC | SRB CORP | 10% owner | Insurance - Property & Casualty | SALE | $76.51 | 2,650 | $202,754 | 1,792,005 | -0.1% |
| 2026-07-10 22:13 | 2026-06-11 | BTGO | BITGO HOLDINGS, INC. | Mettler Jody | Officer; Chief Operating Officer | Capital Markets | SALE | $5.05 | 145 | $733 | 38,470 | -0.4% |
| 2026-07-10 22:14 | 2026-06-11 | BTGO | BITGO HOLDINGS, INC. | Reginelli Edward | Officer; CFO | Capital Markets | SALE | $5.05 | 185 | $933 | 591,510 | 0.0% |
| 2026-07-10 22:16 | 2026-07-08 | RVI | Robinhood Ventures Fund I | Robinhood Markets, Inc. | 10% owner | Asset Management | SALE | $30.80 | 17,949 | $552,770 | 13,306,426 | -0.1% |
| 2026-07-10 21:59 | 2026-07-08 | CIFR | Cipher Digital Inc. | Page Tyler | Director, Officer; Chief Executive Officer | Capital Markets | SALE | $21.94 | 225,000 | $4,935,375 | 8,971,725 | -2.4% |
| 2026-07-10 21:00 | 2026-07-08 | CRCL | Circle Internet Group, Inc. | Chandhok Nikhil | Officer; Chief Product & Tech. Officer | Capital Markets | OPT+S | $63.90 | 26,666 | $1,703,957 | 725,068 | -3.5% |
| 2026-07-10 20:15 | 2026-07-10 | MKTX | MARKETAXESS HOLDINGS INC | Pintoff Scott | Officer; General Counsel and Secretary | Capital Markets | SALE | $115.12 | 100 | $11,512 | 11,686 | -0.8% |
| 2026-07-10 20:09 | 2026-07-08 | FINS | Angel Oak Financial Strategies Income Term Trust | MetLife Investment Management, LLC | 10% owner | Asset Management | BUY | $40,000,000.00 | 40,000,000 | $1,600,000,000,000,000 | 0 | +100.0% |
| 2026-07-10 20:12 | 2026-07-09 | FMAO | FARMERS & MERCHANTS BANCORP INC | Briggs Andrew J | Director | Banks - Regional | SALE | $29.47 | 6,000 | $176,820 | 129,550 | -4.4% |
| 2026-07-10 15:12 | 2026-07-09 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.02 | 756 | $2,283 | 932,664 | +0.1% |
| 2026-07-10 12:49 | 2026-07-08 | CZNC | CITIZENS & NORTHERN CORP | Pellegrino Frank G | Director | Banks - Regional | BUY | $23.03 | 198 | $4,559 | 50,900 | +0.4% |
| 2026-07-10 12:50 | 2026-07-08 | CZNC | CITIZENS & NORTHERN CORP | Shattuck Katherine W | Director | Banks - Regional | BUY | $23.03 | 9 | $207 | 10,593 | +0.1% |
| 2026-07-10 00:21 | 2026-07-07 | SCHW | SCHWAB CHARLES CORP | Craig Jonathan M. | Officer; MD, Head of Retail Investing | Capital Markets | OPT+S | $102.01 | 21,750 | $2,218,722 | 0 | -100.0% |
| 2026-07-10 00:27 | 2026-06-26 | GGAL | GRUPO FINANCIERO GALICIA SA | Moret Silvestre Vila | Director | Banks - Regional | BUY | $5.19 | 402,967 | $2,092,487 | 2,600,176 | +18.3% |
| 2026-07-09 21:48 | 2026-07-07 | AON | Aon plc | Zeidel Darren | Officer; General Counsel | Insurance Brokers | SALE | $360.00 | 600 | $216,000 | 15,354 | -3.8% |
| 2026-07-09 20:30 | 2026-07-07 | RIOT | Riot Platforms, Inc. | Werner Ryan D. | Officer; SVP, CAO | Capital Markets | SALE | $21.52 | 17,828 | $383,703 | 895,726 | -2.0% |
| 2026-07-09 20:15 | 2026-07-07 | ECAT | BlackRock ESG Capital Allocation Term Trust | Saba Capital Management, L.P. | 10% owner | Asset Management | SALE | $15.59 | 40,616 | $633,078 | 17,425,487 | -0.2% |
| 2026-07-09 20:18 | 2026-07-07 | MXF | MEXICO FUND INC | Saba Capital Management, L.P. | 10% owner | Asset Management | BUY | $21.63 | 2,350 | $50,820 | 2,262,484 | +0.1% |
| 2026-07-09 19:03 | 2026-07-07 | LMND | Lemonade, Inc. | BIXBY TIMOTHY E | Officer; Chief Financial Officer | Insurance - Property & Casualty | SALE | $79.18 | 73,000 | $5,780,140 | 174,263 | -29.5% |
Strategic Analysis
Analyzing insider transactions within the Financial Services sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.