LearningMachine Posted December 23, 2020 Share Posted December 23, 2020 Has anyone found a website, list or an ETF that tracks stocks with high insider ownership, i.e. operator skin in the game. Currently, I find myself building it manually for each stock, sometimes from the SEC.gov site, but would be good to have it readily available. Ideally, I'd also like percentage of their net worth invested in the company. I'm looking for a more complete list than the following and would also like the list to include founder/family ownership in the company even if founder/family is no longer directly running the company day-to-day. Current S&P 500 chief executive officers who own the most valuable pieces of their companies CEO, Company, Symbol, $ of company position (in $ billions) Jeffrey Bezos, Amazon.com, AMZN), $67.1 Warren Buffett, Berkshire Hathaway, BRKA, $63.9* Mark Zuckerberg, Facebook, FB, $53.4* Lawrence Page, Alphabet, GOOGL, $33.7* Stefano Pessina, Walgreens Boots Alliance, WBA, $11.0 Frederick Smith, FedEx, FDX, $3.3 Kevin Plank, Under Armour, UA, $2.6* Marc Benioff, salesforce.com, CRM, $2.5* Source: S&P Global Market Intelligence, https://www.usatoday.com/story/money/markets/2016/10/18/8-ceos-own-2377b-their-company-stock/92362962/ Link to comment Share on other sites More sharing options...
gfp Posted December 23, 2020 Share Posted December 23, 2020 I think you will find that Jeff Bezos owns about $170 Billion of Amazon stock, not $67.1 Billion. Oh I see now the data and linked article are from 2016. Link to comment Share on other sites More sharing options...
rb Posted December 23, 2020 Share Posted December 23, 2020 I think you will find that Jeff Bezos owns about $170 Billion of Amazon stock, not $67.1 Billion. Oh I see now the data and linked article are from 2016. Isn't it roughly 1/2 that these days? ;D Link to comment Share on other sites More sharing options...
peripatetic Posted December 24, 2020 Share Posted December 24, 2020 Horizon Kinetic's Wealth Index might be a good starting point. Trades under the ticker INW. More info on the following links: https://wealth-index.com/index-us/ and https://www.marketfolly.com/2014/12/horizon-kinetics-on-owner-operators.html. Link to comment Share on other sites More sharing options...
ratiman Posted January 1, 2021 Share Posted January 1, 2021 You can screen for insider ownership with the Finviz screener. Link to comment Share on other sites More sharing options...
michitche95 Posted January 14, 2021 Share Posted January 14, 2021 AHH (Armada Hoffler Properties) had a lot of insider trading (buy) not so long ago. Link to comment Share on other sites More sharing options...
valueinvestor Posted January 14, 2021 Share Posted January 14, 2021 If they own most of the stock - I tend to stay away, as there is take-under risks. Link to comment Share on other sites More sharing options...
valueinvestor Posted January 14, 2021 Share Posted January 14, 2021 Sweet spot is 25%+ net worth in stock, and less than 20% ownership. Link to comment Share on other sites More sharing options...
Broeb22 Posted January 15, 2021 Share Posted January 15, 2021 AMOT DHR FTV CIGI FSV CGNX CPRT Link to comment Share on other sites More sharing options...
Xerxes Posted January 16, 2021 Share Posted January 16, 2021 Speaking of Couche Tard; the four Founders (not to be confused with Changelings) control 23 per cent of Couche-Tard’s equity Link to comment Share on other sites More sharing options...
BG2008 Posted January 16, 2021 Share Posted January 16, 2021 INDT (formerly known as Griffin) as there is a long thread on it LAACZ - the family owns 70% - Good as a bond substitue. lots of MLP complications. But if you can buy it and not touch it and wait for a sale in 10, 20 years while collecting 4% distribution, it's not bad. But that K-1 is a royal pain!!! VNO and ALX - Steven Roth own a lot DJCO - Munger LVMH Link to comment Share on other sites More sharing options...
jasonchin Posted January 25, 2021 Share Posted January 25, 2021 Has anyone found a website, list or an ETF that tracks stocks with high insider ownership, i.e. operator skin in the game. Currently, I find myself building it manually for each stock, sometimes from the SEC.gov site, but would be good to have it readily available. Ideally, I'd also like percentage of their net worth invested in the company. I'm looking for a more complete list than the following and would also like the list to include founder/family ownership in the company even if founder/family is no longer directly running the company day-to-day. Current S&P 500 chief executive officers who own the most valuable pieces of their companies CEO, Company, Symbol, $ of company position (in $ billions) Jeffrey Bezos, Amazon.com, AMZN), $67.1 Warren Buffett, Berkshire Hathaway, BRKA, $63.9* Mark Zuckerberg, Facebook, FB, $53.4* Lawrence Page, Alphabet, GOOGL, $33.7* Stefano Pessina, Walgreens Boots Alliance, WBA, $11.0 Frederick Smith, FedEx, FDX, $3.3 Kevin Plank, Under Armour, UA, $2.6* Marc Benioff, salesforce.com, CRM, $2.5* Source: S&P Global Market Intelligence, https://www.usatoday.com/story/money/markets/2016/10/18/8-ceos-own-2377b-their-company-stock/92362962/ You might find the following website useful: https://familybusinessindex.com/ There is a list at the bottom of the page with % ownership. Link to comment Share on other sites More sharing options...
Sami Posted March 15, 2021 Share Posted March 15, 2021 http://openinsider.com/ This might be of some help. Link to comment Share on other sites More sharing options...
sbalsam Posted May 13, 2021 Share Posted May 13, 2021 IHC - great little company doing all sorts of value accretive things including the recent sale of a subsidiary for large gain and SIBs when the market cratered and dragged down the share price last year. The founder owns more than 50% through a holding company. Reserve Petroleum - even smaller company with major stakes held by the founding family. Trades a bit higher than cash + investments (no debt) with a very good small energy business - mainly royalties that in good times will throw off significant cash (which is where the cash came from). Cato - well-managed retailer where the CEO/founder owns about 40%. Lots of cash with no debt. Once things are normal, I would expect a return of the large dividend. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now