Carlson Capital L P

Carlson Capital L P discloses dealings in 6 companies, chiefly Archrock, Inc., Magnera Corp and SWK Holdings Corp. Between 21 January 2016 and 28 June 2024, the trades on record add up to 81 filings.

Both buying and selling appear: 36 purchases worth €13.8M, against 44 sales worth €54.4M. Netting one side against the other leaves €40.6M of net selling. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Besides market trades, the filings include 1 share grant. In 2024 alone, the filings show no purchases and 2 sales.

The median purchase comes to €344k. Clusters matter here: 2 out of 35 purchases overlapped with buying by a colleague within 30 days. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time.

The latest filing, published on 1 July 2024, reports an open-market sale of €3.0M in Magnera Corp. The clock since the last published purchase (26 October 2023) now reads 1,093 days. The median gap between a trade and its publication by SEC (Form 4) is 2 days. US insiders must file a Form 4 within two business days of a trade. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.