Insider Buy/Sell Details for the Financial Services Sector — March 2026
Ratio0.9:1
Daily Buy & Sell Volume
Transactions (1332)
Sezzle Inc. (SEZL)
Hollis Kerissa — General Counsel and Secretary
Shares
38
Price
$73.38
Total Value
$2.79K
Shares Held After
12,837
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Hollis Kerissa — General Counsel and Secretary
Shares
26
Price
$71.41
Total Value
$1.86K
Shares Held After
12,875
% of Holdings
0.2%
Sezzle Inc. (SEZL)
Hollis Kerissa — General Counsel and Secretary
Shares
169
Price
$70.93
Total Value
$11.99K
Shares Held After
12,901
% of Holdings
1.3%
BANK OF AMERICA CORP /DE/ (BAC)
Athanasia Dean C — Co-President
Shares
136,558
Price
$50.21
Total Value
$6.86M
Shares Held After
558,541
% of Holdings
19.6%
Sezzle Inc. (SEZL)
Brading Lee Dickson — Chief Financial Officer
Shares
201
Price
$73.38
Total Value
$14.75K
Shares Held After
292,002
% of Holdings
0.1%
Sezzle Inc. (SEZL)
Brading Lee Dickson — Chief Financial Officer
Shares
143
Price
$71.41
Total Value
$10.21K
Shares Held After
292,203
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Brading Lee Dickson — Chief Financial Officer
Shares
896
Price
$70.93
Total Value
$63.55K
Shares Held After
292,346
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Youakim Charles — Director
Shares
1,168
Price
$73.38
Total Value
$85.71K
Shares Held After
12,332,279
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Youakim Charles — Director
Shares
808
Price
$71.41
Total Value
$57.70K
Shares Held After
12,333,447
% of Holdings
0.0%
Sezzle Inc. (SEZL)
Youakim Charles — Director
Shares
5,209
Price
$70.93
Total Value
$369.47K
Shares Held After
12,334,255
% of Holdings
0.0%
Lemonade, Inc. (LMND)
Peters John Sheldon — Chief Insurance Officer
Shares
1,773
Price
$50.12
Total Value
$88.86K
Shares Held After
80,300
% of Holdings
2.2%
Sezzle Inc. (SEZL)
Krause Justin — SVP FINANCE AND CONTROLLER
Shares
228
Price
$73.38
Total Value
$16.73K
Shares Held After
80,909
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Krause Justin — SVP FINANCE AND CONTROLLER
Shares
159
Price
$71.41
Total Value
$11.35K
Shares Held After
81,137
% of Holdings
0.2%
Sezzle Inc. (SEZL)
Krause Justin — SVP FINANCE AND CONTROLLER
Shares
1,017
Price
$70.93
Total Value
$72.13K
Shares Held After
81,296
% of Holdings
1.2%
SCHWAB CHARLES CORP (SCHW)
Howard Dennis — MD, Chief Tech, OPS & Data Off
Shares
3,839
Price
$94.88
Total Value
$364.24K
Shares Held After
10,470
% of Holdings
26.8%
SCHWAB CHARLES CORP (SCHW)
Howard Dennis — MD, Chief Tech, OPS & Data Off
Shares
6,269
Price
$94.43
Total Value
$591.99K
Shares Held After
14,309
% of Holdings
30.5%
Oklo Inc. (OKLO)
Bealmear Richard Craig — Chief Financial Officer
Shares
5,839
Price
$61.93
Total Value
$361.61K
Shares Held After
294,255
% of Holdings
1.9%
Lemonade, Inc. (LMND)
Prosor Maya — Chief Business Officer
Shares
223
Price
$50.12
Total Value
$11.18K
Shares Held After
7,404
% of Holdings
2.9%
Chubb Ltd (CB)
Wayland Joseph F — Executive Vice President and*
Shares
7,645
Price
$336.44
Total Value
$2.57M
Shares Held After
56,212
% of Holdings
12.0%
COLUMBIA BANKING SYSTEM, INC. (COLB)
Nixon Torran B — Senior Executive VP
Shares
2,241
Price
$28.25
Total Value
$63.31K
Shares Held After
100,469
% of Holdings
2.2%
New Mountain Finance Corp (NMFC)
KLINSKY STEVEN B — Director
Shares
166,997
Price
$7.94
Total Value
$1.33M
Shares Held After
4,754,338
% of Holdings
3.5%
New Mountain Finance Corp (NMFC)
KLINSKY STEVEN B — Director
Shares
83,498
Price
$7.94
Total Value
$663.19K
Shares Held After
1,156,852
% of Holdings
7.2%
Sezzle Inc. (SEZL)
Sabzivand Amin — Chief Operating Officer
Shares
832
Price
$73.38
Total Value
$61.05K
Shares Held After
223,465
% of Holdings
0.4%
Sezzle Inc. (SEZL)
Sabzivand Amin — Chief Operating Officer
Shares
576
Price
$71.41
Total Value
$41.13K
Shares Held After
224,297
% of Holdings
0.3%
Sezzle Inc. (SEZL)
Sabzivand Amin — Chief Operating Officer
Shares
3,710
Price
$70.93
Total Value
$263.15K
Shares Held After
224,873
% of Holdings
1.6%
Total Return Securities Fund (SWZ)
GOLDSTEIN PHILLIP — Director
Shares
5,000
Price
$6.01
Total Value
$30.05K
Shares Held After
93,234
% of Holdings
5.4%
WILLIS TOWERS WATSON PLC (WTW)
Furman Matthew — General Counsel
Shares
3,000
Price
$304.00
Total Value
$912.01K
Shares Held After
38,185
% of Holdings
7.3%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
856
Price
$73.38
Total Value
$62.81K
Shares Held After
482,505
% of Holdings
0.2%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
590
Price
$71.41
Total Value
$42.13K
Shares Held After
483,361
% of Holdings
0.1%
Sezzle Inc. (SEZL)
Paradis Paul — Director
Shares
3,811
Price
$70.93
Total Value
$270.31K
Shares Held After
483,951
% of Holdings
0.8%
Robinhood Markets, Inc. (HOOD)
Gallagher Daniel Martin Jr — Chief Legal Officer
Shares
1,500
Price
$76.88
Total Value
$115.32K
Shares Held After
452,849
% of Holdings
0.3%
Robinhood Markets, Inc. (HOOD)
Gallagher Daniel Martin Jr — Chief Legal Officer
Shares
3,786
Price
$76.11
Total Value
$288.14K
Shares Held After
454,349
% of Holdings
0.8%
Robinhood Markets, Inc. (HOOD)
Gallagher Daniel Martin Jr — Chief Legal Officer
Shares
2,701
Price
$75.11
Total Value
$202.88K
Shares Held After
458,135
% of Holdings
0.6%
Robinhood Markets, Inc. (HOOD)
Gallagher Daniel Martin Jr — Chief Legal Officer
Shares
1,413
Price
$74.22
Total Value
$104.88K
Shares Held After
460,836
% of Holdings
0.3%
Robinhood Markets, Inc. (HOOD)
Gallagher Daniel Martin Jr — Chief Legal Officer
Shares
600
Price
$72.80
Total Value
$43.68K
Shares Held After
462,249
% of Holdings
0.1%
Baldwin Insurance Group, Inc. (BWIN)
Sparks Paul Eugene — Director
Shares
15,200
Price
$22.10
Total Value
$335.92K
Shares Held After
996,706
% of Holdings
1.5%
NORTHPOINTE BANCSHARES INC (NPB)
Lawrence David F. — Director
Shares
500
Price
$18.18
Total Value
$9.09K
Shares Held After
1,000
% of Holdings
50.0%
PEOPLES BANCORP OF NORTH CAROLINA INC (PEBK)
ABERNETHY JAMES S — Director
Shares
477
Price
$37.60
Total Value
$17.94K
Shares Held After
70,426
% of Holdings
0.7%
MOODYS CORP /DE/ (MCO)
Steele Richard G — SVP - General Counsel
Shares
375
Price
$456.71
Total Value
$171.27K
Shares Held After
2,459
% of Holdings
13.2%
Circle Internet Group, Inc. (CRCL)
BURNS M MICHELE — Director
Shares
25,000
Price
$103.09
Total Value
$2.58M
Shares Held After
355,230
% of Holdings
6.6%
Circle Internet Group, Inc. (CRCL)
BURNS M MICHELE — Director
Shares
10,000
Price
$100.00
Total Value
$1.00M
Shares Held After
380,230
% of Holdings
2.6%
ENCORE CAPITAL GROUP INC (ECPG)
Bell Ryan B — President, MCM
Shares
260
Price
$68.62
Total Value
$17.84K
Shares Held After
47,910
% of Holdings
0.5%
Walker & Dunlop, Inc. (WD)
Wells Donna — Director
Shares
500
Price
$46.96
Total Value
$23.48K
Shares Held After
5,277
% of Holdings
9.5%
HUNTINGTON BANCSHARES INC /MD/ (HBAN)
ROLLINS JAMES D III — Director
Shares
4,915
Price
$17.65
Total Value
$86.75K
Shares Held After
4,915
% of Holdings
100.0%
Slide Insurance Holdings, Inc. (SLDE)
LARSON MATTHEW PAUL — Chief Risk Officer
Shares
11,250
Price
$19.01
Total Value
$213.86K
Shares Held After
0
% of Holdings
100.0%
GeneDx Holdings Corp. (WGS)
Meister Keith A. — Director
Shares
249
Price
$75.99
Total Value
$18.92K
Shares Held After
3,088,124
% of Holdings
0.0%
GeneDx Holdings Corp. (WGS)
Meister Keith A. — Director
Shares
921
Price
$75.66
Total Value
$69.68K
Shares Held After
3,087,875
% of Holdings
0.0%
GeneDx Holdings Corp. (WGS)
Meister Keith A. — Director
Shares
200
Price
$72.00
Total Value
$14.40K
Shares Held After
3,086,954
% of Holdings
0.0%
GeneDx Holdings Corp. (WGS)
Meister Keith A. — Director
Shares
8,439
Price
$71.48
Total Value
$603.22K
Shares Held After
3,086,754
% of Holdings
0.3%
Slide Insurance Holdings, Inc. (SLDE)
ROHDE STEPHEN L — Director
Shares
5,000
Price
$19.16
Total Value
$95.80K
Shares Held After
0
% of Holdings
100.0%
Showing 901–950 of 1332 transactions (page 19 of 27)