Directors Report $EXP and $FMC Purchases

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 Eagle Materials $EXP – Director David Rush picked up $208,000 worth of shares.

The Dallas-based building materials company is a pure U.S. housing and infrastructure play.

Price action is heavy, and this insider is buying into weakness — a bold move as the stock threatens to break lower.

📌 FMC Corp $FMC – Director Carol Davidson purchased $136,000 in shares.

A small buy, but well-timed. FMC has been decimated over the past three years, down more than 90% from its highs as the stock tested its GFC lows.

Here’s The Hot Corner, with data from November 7, 2025:

Click the table to enlarge it.

📌 Landbridge $LB – First Manhattan Company raised its stake from 19.70% to 26.30%.

One of Wall Street’s oldest private partnerships, First Manhattan is known for patient, concentrated bets in industrial and real-asset names.

This size increase signals true conviction — they’re not trading it, they’re owning it.

📌 Procter & Gamble $PG – Rep. Marjorie Taylor Greene reported a purchase in the range of $15,001 to $50,000.