Money Mediary – Weekly Recap March 21

This Week's Top Insider Moves That Matter

This week, we saw insider conviction shift toward overlooked names in coffee, property, and biotech. Directors are making unusually large bets—some increasing their stakes by over 500%—while a few strategic investors are taking new multi-million dollar positions. Meanwhile, tech and finance insiders continue to reduce exposure, cashing out at rich valuations.

One standout: a rare 100% ownership gain from the CEO of Biote Corp, signaling full commitment. On the sell side, ISQ Global’s complete exit from Kinetik Holdings marks one of the biggest insider divestitures we’ve seen in months.

Let’s get into the moves that matter most.

Biggest Insider Sells

🛢️ Kinetik Holdings Inc $KNTK ( ▲ 0.8% ) – Strategic Investor Fully Exits

• Who’s Selling? ISQ Global Fund II GP LLC (10% owner)

• What They Sold: 1.7M shares at $52.66

• Total Value: $89.6M

• Why It Matters: This is a full exit—ISQ now owns zero shares. When large investors walk away entirely, it's worth paying attention.

🏛️ Apollo Global $APO ( ▲ 0.06% ) – Founder Cashes Out Big

• Who’s Selling? Leon Black

• What They Sold: 500,000 shares at $142.00

• Total Value: $71M

• Why It Matters: While only a 1% reduction, the sheer size of the sale is notable. Black still holds over 40M shares, but trimming here may reflect valuation concerns.

💻 Klaviyo Inc $KVYO ( ▲ 2.21% ) – Half the Stake Gone

• Who’s Selling? Summit Partners L.P. (10% owner)

• What They Sold: 2M shares at $32.44

• Total Value: $64.9M

• Why It Matters: A 50% reduction in position from a major holder is never subtle. This one’s worth monitoring for follow-through.

🧪 Element Solutions $ESI ( ▼ 1.61% ) – Board Member Trims $52M

• Who’s Selling? Martin Franklin (Director)

• What They Sold: 2M shares at $26.10

• Total Value: $52.2M

• Why It Matters: A 27% reduction from a key board member suggests he’s less bullish on the short-term upside.

💊 Amneal Pharmaceuticals $AMRX ( ▲ 0.81% ) – $41M Offloaded

• Who’s Selling? Tushar Patel (10% owner)

• What They Sold: 5M shares at $8.35

• Total Value: $41.75M

• Why It Matters: A 9% trim by a major holder is meaningful—especially in the context of other recent healthcare insider exits.

Biggest Insider Buys

☕ Westrock Coffee $WEST ( ▼ 0.35% ) – Director Increases Stake by 583%

• Who’s Buying? Robert Kruczek (Director)

• What They Bought: 150,000 shares at $6.82

• Total Investment: $1.02M

• Why It Matters: Kruczek more than sextupled his position in a single trade. That kind of aggressive accumulation is rare and signals deep conviction.

🧬 Optimizerx Corp $OPRX ( ▲ 3.34% ) – Board Member’s Bold Buy

• Who’s Buying? James Lang (Director)

• What They Bought: 321,408 shares at $7.60

• Total Investment: $2.44M

• Why It Matters: This isn’t window dressing. Lang’s 472% increase in holdings suggests he sees real upside others may be missing.

🏢 Macerich $MAC ( ▲ 1.09% ) – Director Triples Down

• Who’s Buying? Devin Murphy (Director)

• What They Bought: 7,000 shares at $16.40

• Total Investment: $114K

• Why It Matters: A 331% boost in stake despite commercial real estate headwinds is a clear vote of confidence.

🧪 Biote Corp $BTMD ( ▼ 0.58% ) – CEO Starts with a Full Plate

• Who’s Buying? Bret Christensen (CEO)

• What They Bought: 37,595 shares at $3.87

• Total Investment: $145K

• Why It Matters: This is a new stake—100% ownership increase. CEOs rarely go all in unless they’re highly confident.

🏘 Rithm Property Trust $RPT ( ▲ 3.27% ) – Strategic Investor Moves In

• Who’s Buying? Rithm Capital Corp (10% owner)

• What They Bought: 400,000 shares at $25.00

• Total Investment: $10M

• Why It Matters: A clean $10M buy from a sophisticated player. This is not a passive bet—it’s a signal.

💰 Weekly Trade Performance Recap

Tracking our picks against the market is what separates smart investors from lucky ones. Here’s how our top trades performed this week:

🚀 GOGO +11.40% Gain

• Entry Price: $6.93

• Sale Price: $7.72

• Takeaway: Strong move in telecom; this one showed impressive follow-through.

🚀 FTHM +10.11% Gain

• Entry Price: $0.89

• Sale Price: $0.98

• Takeaway: High-conviction trade paid off fast. The setup still looks bullish on the chart.

📈 SON +2.59% Gain

• Entry Price: $47.17

• Sale Price: $48.39

• Takeaway: Solid movement in an undervalued industrial. Classic "boring but effective" trade.

📈 TREE +2.17% Gain

• Entry Price: $50.63

• Sale Price: $51.73

• Takeaway: Quiet rebound continues in LendingTree. Momentum traders should keep it on the radar.

Key Takeaways This Week

• Momentum Trades Delivered – GOGO and FTHM saw strong gains, reinforcing the importance of sector timing.

• Speculative Names Were a Mixed Bag – XAIR struggled, while NZF managed a slight gain.

• Value Plays Are Holding Up – SON and TREE saw steady upward movement, highlighting resilience in industrial and fintech names.