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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-23 16:40 | 2026-07-22 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.06 | 756 | $2,313 | 939,468 | +0.1% |
| 2026-07-23 13:01 | 2026-07-21 | BSVN | Bank7 Corp. | Estes Jason E | Officer; Exec. Vice President; CCO | Banks - Regional | OPT+S | $49.05 | 5,049 | $247,669 | 100,074 | -4.8% |
| 2026-07-23 13:03 | 2026-07-22 | BSVN | Bank7 Corp. | Travis Thomas L | Director, Officer; President & CEO | Banks - Regional | SALE | $48.01 | 6,500 | $312,068 | 265,601 | -2.4% |
| 2026-07-23 12:08 | 2026-07-17 | IQI | Invesco Quality Municipal Income Trust | O'Reilly Timothy M | Other | Asset Management | BUY | $10.21 | 780 | $7,965 | 6,282 | +14.2% |
| 2026-07-22 21:43 | 2026-07-20 | FMAO | FARMERS & MERCHANTS BANCORP INC | Briggs Andrew J | Director | Banks - Regional | SALE | $30.69 | 9,000 | $276,180 | 105,550 | -7.9% |
| 2026-07-22 21:22 | 2026-07-20 | USB | US BANCORP DE | Philipson Stephen L | Officer; Vice Chair | Banks - Regional | SALE | $63.08 | 36,906 | $2,327,920 | 74,969 | -33.0% |
| 2026-07-22 20:43 | 2026-07-20 | RVI | Robinhood Ventures Fund I | Robinhood Markets, Inc. | 10% owner | Asset Management | SALE | $26.55 | 22,546 | $598,504 | 13,209,706 | -0.2% |
| 2026-07-22 20:15 | 2026-07-21 | PLMR | Palomar Holdings, Inc. | Armstrong Mac | Director, Officer; CEO and Chairman | Insurance - Property & Casualty | SALE | $137.26 | 3,500 | $480,424 | 325,888 | -1.1% |
| 2026-07-22 20:22 | 2026-07-20 | SWZ | Total Return Securities Fund | SELL MORITZ A | Director | Asset Management | BUY | $5.92 | 1,483 | $8,780 | 21,729 | +7.3% |
| 2026-07-22 20:27 | 2026-07-22 | PB | PROSPERITY BANCSHARES INC | HOLMES NED S | Director | Banks - Regional | SALE | $72.98 | 1,100 | $80,274 | 39,600 | -2.7% |
| 2026-07-22 20:10 | 2025-11-04 | FRHC | Freedom Holding Corp. | CHERDABAYEV BORIS | Director | Financial Conglomerates | SALE | $135.85 | 636 | $86,397 | 121 | -84.0% |
| 2026-07-22 18:02 | 2026-07-22 | BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Bacic William K | Other | Asset Management | BUY | $40.62 | 184 | $7,474 | 472 | +63.9% |
| 2026-07-22 18:07 | 2026-07-22 | HEQ | John Hancock Diversified Income Fund | Bacic William K | Other | Asset Management | BUY | $11.48 | 308 | $3,536 | 1,294 | +31.2% |
| 2026-07-22 15:57 | 2026-07-20 | TFC | TRUIST FINANCIAL CORP | ROGERS WILLIAM H JR | Director, Officer; Chairman & CEO | Banks - Regional | SALE | $52.36 | 13,250 | $693,810 | 0 | -100.0% |
| 2026-07-22 14:22 | 2026-07-21 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.07 | 756 | $2,321 | 938,712 | +0.1% |
| 2026-07-22 00:17 | 2026-07-20 | SNEX | StoneX Group Inc. | Perkins Abigail H | Officer; Chief Information Officer | Capital Markets | SALE | $70.43 | 8,919 | $628,147 | 96,663 | -8.4% |
| 2026-07-21 22:54 | 2026-07-21 | SCHW | SCHWAB CHARLES CORP | Beatty Jonathan S | Officer; MD, Head of Advisor Services | Capital Markets | SALE | $104.21 | 2,000 | $208,411 | 11,738 | -14.6% |
| 2026-07-21 22:29 | 2026-07-20 | SOFI | SoFi Technologies, Inc. | Keough Kelli | Officer; EVP, GBUL, SIPS | Credit Services | SALE | $17.19 | 10,954 | $188,290 | 367,728 | -2.9% |
| 2026-07-21 21:15 | 2026-07-20 | ECAT | BlackRock ESG Capital Allocation Term Trust | Saba Capital Management, L.P. | 10% owner | Asset Management | SALE | $15.39 | 85,688 | $1,318,738 | 16,865,321 | -0.5% |
| 2026-07-21 21:00 | 2026-07-20 | EQH | Equitable Holdings, Inc. | Pearson Mark | Director, Officer; President and CEO | Asset Management | OPT+S | $48.54 | 39,700 | $1,926,971 | 753,403 | -5.0% |
| 2026-07-21 21:11 | 2026-07-20 | MXF | MEXICO FUND INC | Saba Capital Management, L.P. | 10% owner | Asset Management | BUY | $21.49 | 7,631 | $163,990 | 2,277,306 | +0.3% |
| 2026-07-21 21:11 | 2026-07-17 | LIFE | Ethos Technologies Inc. | GV 2019 GP, L.L.C. | 10% owner | Insurance Brokers | SALE | $18.77 | 38,920 | $730,474 | 0 | -100.0% |
| 2026-07-21 21:13 | 2026-07-20 | GF | NEW GERMANY FUND INC | Saba Capital Management, L.P. | 10% owner | Asset Management | BUY | $11.41 | 22,681 | $258,790 | 3,669,683 | +0.6% |
| 2026-07-21 20:46 | 2026-07-21 | CHCO | CITY HOLDING CO | FISHER ROBERT D | Director | Banks - Regional | BUY | $134.55 | 156 | $20,990 | 47,507 | +0.3% |
| 2026-07-21 20:47 | 2026-07-21 | CHCO | CITY HOLDING CO | Hoyer James A | Director | Banks - Regional | BUY | $134.55 | 95 | $12,782 | 702 | +15.7% |
| 2026-07-21 20:47 | 2026-07-21 | CHCO | CITY HOLDING CO | Reyes Javier A | Director | Banks - Regional | BUY | $134.55 | 83 | $11,168 | 2,368 | +3.6% |
| 2026-07-21 20:47 | 2026-07-21 | CHCO | CITY HOLDING CO | STRONG-TREISTER DIANE W | Director | Banks - Regional | BUY | $134.55 | 110 | $14,801 | 4,097 | +2.8% |
| 2026-07-21 20:15 | 2026-07-20 | PLMR | Palomar Holdings, Inc. | Christianson Jon | Officer; President | Insurance - Property & Casualty | OPT+S | $139.50 | 3,000 | $418,500 | 66,478 | -4.3% |
| 2026-07-21 20:03 | 2026-07-20 | CNS | COHEN & STEERS, INC. | Dulik Elena | Officer; Chief Accounting Officer, SVP | Asset Management | SALE | $83.16 | 1,100 | $91,476 | 22,146 | -4.7% |
| 2026-07-21 20:13 | 2026-07-17 | AON | Aon plc | Zeidel Darren | Officer; General Counsel | Insurance Brokers | SALE | $372.05 | 1,950 | $725,500 | 13,404 | -12.7% |
| 2026-07-21 17:17 | 2026-07-20 | LGHL | Lion Group Holding Ltd | HRT FINANCIAL LP | 10% owner | Capital Markets | SALE | $1.55 | 4,366 | $6,767 | 98,684 | -4.2% |
| 2026-07-21 17:17 | 2026-07-17 | LGHL | Lion Group Holding Ltd | HRT FINANCIAL LP | 10% owner | Capital Markets | BUY | $1.77 | 36 | $64 | 103,050 | +0.0% |
| 2026-07-21 17:11 | 2026-07-21 | MGF | ABERDEEN GOVERNMENT MARKETS INCOME FUND | Reit Todd | Director | Asset Management | BUY | $2.85 | 3,900 | $11,115 | 3,900 | +100.0% |
| 2026-07-21 17:12 | 2026-07-21 | MIN | ABERDEEN INTERMEDIATE INCOME FUND | Reit Todd | Director | Asset Management | BUY | $2.49 | 4,400 | $10,956 | 4,400 | +100.0% |
| 2026-07-21 17:13 | 2026-07-21 | MMT | ABERDEEN MULTI-MARKET INCOME FUND | Reit Todd | Director | Asset Management | BUY | $4.47 | 2,500 | $11,175 | 2,500 | +100.0% |
| 2026-07-21 15:49 | 2026-07-21 | N/A | WILSON BANK HOLDING CO | RICHERSON HERBERT ELMER | Director | Banks - Regional | BUY | $83.45 | 1,798 | $150,043 | 83,337 | +2.2% |
| 2026-07-21 15:42 | 2026-07-20 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $3.03 | 756 | $2,291 | 937,956 | +0.1% |
| 2026-07-21 14:33 | 2026-07-20 | SRV | NXG Cushing Midstream Energy Fund | Alban John | Director | Asset Management | SALE | $47.92 | 500 | $23,962 | 634 | -44.1% |
| 2026-07-21 14:27 | 2026-07-20 | NXG | NXG NextGen Infrastructure Income Fund | Alban John | Director | Asset Management | SALE | $59.02 | 500 | $29,508 | 577 | -46.4% |
| 2026-07-21 00:52 | 2026-07-17 | ARX | Accelerant Holdings | RADKE JEFFREY L | Director, Officer, 10% owner; Co-Founder, CEO | Insurance Brokers | SALE | $13.63 | 94,777 | $1,291,820 | 27,847,162 | -0.3% |
| 2026-07-20 23:00 | 2026-07-17 | MARA | MARA Holdings, Inc. | Khan Salman Hassan | Officer; Chief Financial Officer | Capital Markets | SALE | $10.90 | 16,000 | $174,400 | 393,066 | -3.9% |
| 2026-07-20 23:00 | 2026-07-20 | MARA | MARA Holdings, Inc. | Nowaid Zabi | Officer; General Counsel | Capital Markets | SALE | $12.00 | 8,376 | $100,512 | 934,468 | -0.9% |
| 2026-07-20 23:00 | 2026-07-17 | MARA | MARA Holdings, Inc. | Thiel Frederick G | Director, Officer; Chief Executive Officer | Capital Markets | SALE | $10.90 | 27,505 | $299,805 | 4,471,403 | -0.6% |
| 2026-07-20 23:05 | 2026-07-17 | SAFT | SAFETY INSURANCE GROUP INC | SRB CORP | 10% owner | Insurance - Property & Casualty | SALE | $76.03 | 5,159 | $392,247 | 1,752,574 | -0.3% |
| 2026-07-20 22:31 | 2026-07-20 | ZSTK | ZeroStack Corp. | Heinrich Michael | Director, Officer; Executive Chairman | Asset Management | BUY | $0.75 | 4,608,575 | $3,479,013 | 4,608,575 | +100.0% |
| 2026-07-20 21:02 | 2026-07-16 | CACC | CREDIT ACCEPTANCE CORP | Watson Jill Foss | 10% owner | Credit Services | SALE | $640.52 | 1,436 | $919,788 | 47,910 | -2.9% |
| 2026-07-20 21:03 | 2026-07-16 | PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | BANK OF AMERICA CORP /DE/ | 10% owner | Asset Management | SALE | $6.54 | 437 | $2,856 | 0 | -100.0% |
| 2026-07-20 21:03 | 2026-07-17 | PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | BANK OF AMERICA CORP /DE/ | 10% owner | Asset Management | BUY | $6.54 | 437 | $2,858 | 437 | +100.0% |
| 2026-07-20 20:50 | 2026-07-17 | ESNT | Essent Group Ltd. | Gibbons Mary Lourdes | Officer; SVP and Chief Legal Officer | Insurance - Specialty | SALE | $67.04 | 4,678 | $313,613 | 228,658 | -2.0% |
| 2026-07-20 20:30 | 2026-07-16 | ICE | Intercontinental Exchange, Inc. | Martin Lynn C | Officer; President, NYSE Group | Financial Data & Stock Exchanges | OPT+S | $141.15 | 15,882 | $2,241,714 | 54,420 | -22.6% |
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.