Barratt Developments (BDEV) chief executive David Thomas has sold almost £3.3m in shares in the group, to "balance personal investments". Shares in the FTSE 100 housebuilder have risen around a quarter since the start of the year, boosted by improved full-year pre-tax profit guidance issued in July.
IC TIP:
Hold
at
636p
The underlying operating profit margin improved to 18.9 per cent during 2019, thanks to efficiency improvements and buying land at higher gross margins. That managed to offset a reduction in net private reservations per active outlet per week to 0.7, from 0.72 the prior year. Reducing its exposure to London – with plans to exit the centre of the capital entirely – also weighed on the private average sales price, which fell to £312,000, from £328,800.
| Buys | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Aberdeen Standard European Logistics Income* | John Heawood | 31 Jul 19 | 10,000 | 98.75 | 9,875 | 30,000 | 0.013 |
| Aberdeen Standard European Logistics Income* | Tony Roper (ch) | 31 Jul 19 | 15,000 | 98.75 | 14,813 | 45,000 | 0.019 |
| Aberdeen Standard European Logistics Income* | Caroline Gulliver | 31 Jul 19 | 15,000 | 98.75 | 14,813 | 40,000 | 0.017 |
| Aberdeen Standard European Logistics Income* | Diane Wilde | 31 Jul 19 | 10,000 | 98.75 | 9,875 | 30,000 | 0.013 |
| Barr (A G) | Nicholas Wharton | 25 Jul 19 | 1,597 | 646.05 | 10,317 | 1,597 | 0.001 |
| Biffa | Richard Pike (cfo) | 29 Jul 19 | 9,355 | 213 | 19,926 | 367,401 | 0.147 |
| Blackbird♥ | Ian McDonough (ceo) | 31 Jul 19 | 250,000 | 6.74 | 16,850 | 3,889,562 | 1.316 |
| CIP Merchant Capital | Adrian Collins (ch) | 30 Jul 19 | 50,000 | 65 | 32,500 | 50,000 | 0.091 |
| Diageo | Javier Ferran (ch) | 26 Jul 19 | 30,000 | 3284.5 | 985,350 | 247,163 | 0.010 |
| Drax | Andrew Skelton (cfo) | 25 Jul 19 | 16,250 | 297.712 | 48,378 | 31,250 | 0.008 |
| Fresnillo | Charles Jacobs | 31 Jul 19 | 1,600 | 626.2 | 10,019 | 1,600 | 0.000 |
| ICG Enterprise Trust | Alastair Bruce | 29 Jul 19 | 3,000 | 879.45 | 26,384 | 13,000 | 0.019 |
| IntegraFin Holdings | Richard Cranfield | 25 Jul 19 | 10,000 | 381.9985 | 38,200 | 10,000 | 0.003 |
| International Personal Finance | Gerard Ryan (ceo) | 31 Jul 19 | 200,000 | 103.875 | 207,750 | 1,026,576 | 0.459 |
| JD Sports Fashion | Peter Cowgill (ch) | 25 Jul 19 | 15,000 | 613 | 91,950 | 8,465,260 | 0.870 |
| Lancashire Holdings | Michael Dawson | 26 Jul 19 | 4,000 | 705 | 28,200 | 15,000 | 0.007 |
| Lancashire Holdings | Sally Williams | 26 Jul 19 | 1,414 | 708.5 | 10,018 | 1,414 | 0.001 |
| Lowland Investment Co | Tom Walker | 31 Jul 19 | 1,600 | 1361 | 21,776 | 1,600 | 0.006 |
| Moss Bros | Colin Porter (ch) | 26 Jul 19 | 509,673 | 19.6203 | 99,999 | 509,673 | 0.506 |
| mporium♥ | Charles Pendred (ch) | 29 Jul 19 | 1,000,000 | 1.002 | 10,020 | 8,300,000 | 0.800 |
| mporium♥ | Charles Pendred (ch) | 29 Jul 19 | 1,000,000 | 1.01 | 10,100 | 9,300,000 | 0.896 |
| Provident Financial | Robert East | 31 Jul 19 | 5,000 | 438.131 | 21,907 | 5,000 | 0.002 |
| RockRose Energy | Richard Benmore | 31 Jul 19 | 526 | 1960 | 10,310 | 321,255 | 2.454 |
| RockRose Energy | John Morrow | 31 Jul 19 | 5,014 | 1984 | 99,478 | 219,339 | 1.676 |
| Saga | Eva Eisenschimmel | 30 Jul 19 | 22,924 | 43.71 | 10,020 | 40,368 | 0.004 |
| Saga | Gareth Hoskin | 26 Jul 19 | 66,719 | 49.4608 | 33,000 | 135,178 | 0.012 |
| Schroder Asian Total Return | Andrew Cainey | 25 Jul 19 | 5,000 | 379 | 18,950 | 7,700 | 0.008 |
| Schroder Asian Total Return | Andrew Cainey | 25 Jul 19 | 300 | 380 | 1,140 | 8,000 | 0.008 |
| Sports Direct | David Brayshaw | 29 Jul 19 | 9,599 | 207 | 19,870 | 19,875 | 0.004 |
| Taylor Wimpey | Kevin Beeston (ch) | 31 Jul 19 | 59,164 | 168.2 | 99,514 | 777,596 | 0.024 |
| UIL | Christopher Samuel | 31 Jul 19 | 50,000 | 253.5 | 126,750 | 200,000 | 0.227 |
| Volex | Daren Morris (cfo) | 30 Jul 19 | 20,000 | 92 | 18,400 | 520,000 | 0.353 |
| W H Ireland | Phillip Wale (ceo) | 31 Jul 19 | 25,000 | 40 | 10,000 | 57,500 | 0.134 |
| W H Ireland | Philip Tansey (fd) | 31 Jul 19 | 18,000 | 40 | 7,200 | 18,000 | 0.042 |
| Walker Crips | Lim Hua Min | 31 Jul 19 | 611,454 | 25.015 | 152,955 | 11,316,290 | 26.578 |
| Walker Crips | Sean Kin Wai Lam (ceo) | 30 Jul 19 | 30,000 | 25.1 | 7,530 | 617,496 | 1.450 |
| Yourgene Health | Hayden Jeffreys (coo) | 31 Jul 19 | 83,512 | 11.96 | 9,988 | 305,860 | 0.067 |
| Zoo Digital | Gillian Wilmot (ch) | 31 Jul 19 | 30,000 | 74 | 22,200 | 31,517 | 0.042 |
| Sells | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| AVEVA | Jennifer Allerton | 30 Jul 19 | 9,300 | 4077 | 379,161 | 1,000 | 0.001 |
| Barratt Developments | David Thomas (ceo) | 30 Jul 19 | 500,000 | 659.7829 | 3,298,915 | 823,188 | 0.081 |
| Compass | Gary Green (coo) | 25 Jul 19 | 142,180 | 2019.3565 | 2,871,121 | 191,382 | 0.012 |
| Draper Esprit | Simon Cook (ceo) | 25 Jul 19 | 275,000 | 530 | 1,457,500 | 1,344,306 | 1.140 |
| Draper Esprit | Stuart Chapman (coo) | 25 Jul 19 | 275,000 | 530 | 1,457,500 | 1,344,306 | 1.140 |
| Greggs | Roger Whiteside (ceo) | 31 Jul 19 | 15,878 | 2264 | 359,478 | 243,009 | 0.240 |
| UNITE | Richard Smith (ceo) | 31 Jul 19 | 38,972 | 1042.7358 | 406,375 | 215,834 | 0.074 |
| WH Smith | Stephen Clarke | 25 Jul 19 | 47,799 | 2139.07 | 1,022,454 | 187,609 | 0.174 |
| Whitbread♥ | Nicholas Cadbury | 25 Jul 19 | 7,800 | 4501 | 351,078 | 8,340 | 0.006 |
| *Placing/tender/open offer ♥Spouse/connected party | |||||||
