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ASX Insider Trades: Directors bought and sold these 7 stocks last week

ASX Insider Trades: Directors bought and sold these 7 stocks last week

Ebos Group LimitedNovember 16, 20255
ASX Insider Trades: Directors bought and sold these 7 stocks last week

About this update from Ebos Group Limited

Welcome back to the Insider Trades series – a weekly summary of on-market ASX 200 director transactions valued at more than $10,000. The below trades have all taken place between 6 and 12 November 2025. Directors have up to 5 business days to notify the ASX of their trades.Top ASX 200 Insider BuysTickerCompanyDateDirectorPriceValueDDRDicker Data10/11/25Vladimir Mitnovetski$10.15$253,750EBOEbos Group10/11/25Matthew Muscio$28.57$108,563SIGSigma Healthcare10/11/25Annette Carey$3.12$31,237Interesting takeawaysDicker Data's COO Vladimir Mitnovetski has been a consistent buyer of company shares, accumulating $2.6 million worth across 33 separate transactions since 2022 at an average price of $9.89. The stock recently reached an 18-month high following a solid 1H25 result on 28 August, with analysts highlighting robust enterprise and mid-market deal activity. The Windows 11 refresh cycle and AI-driven demand are providing clear revenue tailwinds, while the emerging pipeline of AI-related infrastructure and cybersecurity opportunities is expected to prove margin-accretive over time.Top ASX 200 Insider SellsTickerCompanyDateDirectorPriceValueDRODroneshield12/11/25Oleg Vornik$3.34$49,469,973DRODroneshield12/11/25Peter James$3.35$9,218,231PNRPantoro Gold12/11/25Kevin Maloney$4.93$5,303,333DRODroneshield12/11/25Jethro Marks$3.35$4,892,545DRODroneshield12/11/25Peter James$3.35$3,135,355LTRLiontown Resources12/11/25Tony Ottaviano$1.28$1,803,925PNRPantoro Gold11/11/25Paul Cmrlec$5.14$1,130,065Interesting takeawaysThe Droneshield selldown needs no introduction. Three insiders, including CEO Oleg Vornik, sold all their shares on-market last Thursday, driving the stock down 31%. As noted in our Weekend Newsletter, the sequence of events was absolutely riveting:3 November: Awarded a $25.3m Latin American contract, pushing trailing twelve-month revenues over $200 million. This is a key KPI relating to ~11.4 million performance options.4 November: CEO Oleg Vornik issued 14.8m shares, Non-Executive Chairman Peter James issued 2.75m shares, and Non-Executive Director Pethro Marks issued 1.46m shares. (Note: Between 9 October and 3 November, the stock had already fallen 42%. Post-issuance, shares dipped another 22% between 4-7 November.)10 November: New contract announced for $7.6m, briefly rallying the share price 10.2%, but withdrawn shortly after as it wasn't a new order, jus...

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