Insider Trades: 6 ASX 200 directors bought and sold these stocks last week
Insiders from Dyno Nobel, Zip, QBE Insurance and Iluka Resources have been buying into recent news.
Source: iStock
Mentioned
Welcome back to the Insider Trades Series – a weekly summary of on-market ASX 200 director transactions valued at more than $10,000. The trades have all taken place between 12-15 May 2025. Directors have up to 5 business days to notify the ASX of their trades.
Top ASX 200 Insider Buys
Code | Company | Date | Director | Price | Value |
|---|---|---|---|---|---|
Dyno Nobel | 13/05/25 | $2.64 | $100,225 | ||
Zip | 13/05/25 | $2.10 | $98,700 | ||
QBE Insurance | 12/05/25 | $22.38 | $34,151 | ||
Iluka Resources | 14/05/25 | $4.14 | $30,067 | ||
QBE Insurance | 12/05/25 | $22.38 | $14,770 | ||
QBE Insurance | 12/05/25 | $22.38 | $14,770 | ||
QBE Insurance | 12/05/25 | $22.38 | $14,770 | ||
QBE Insurance | 12/05/25 | $22.38 | $14,569 | ||
QBE Insurance | 12/05/25 | $22.38 | $11,324 | ||
QBE Insurance | 12/05/25 | $22.38 | $10,764 |
Key Takeaways
Dyno Nobel is seeing some buying from Non-Executive Chairman Gregory Robinson, lifting his holdings by 38,000 shares or 21.2% to 217,000 shares. The company released its 1H25 results last Monday (12-May), with numbers slightly exceeded expectations, propelled by lower corporate costs, though operational performance was uneven. The sale of key fertiliser assets marked significant progress in Dyno’s pivot to an explosives-focused business, despite some brokers noting the deal valuations appeared somewhat modest.
QBE Insurance recorded a flurry of small insider buys from six Non-Executive Directors and Non-Executive Chairman Mike Wilkins. The company operates a 'Director's Share Acquisition Plan' to align the interest of its directors with shareholders. It is common to see a large number of QBE directors purchase parcels with $10-30,000 around the company's full-year and half-yea results.
On Monday, 12 May, the company delivered a first quarter result that slightly beat expectations, driven by strong GWP growth and resilient investment income, prompting minor broker upgrades. Management reaffirmed full-year guidance, targeting mid-single-digit GWP growth and a ~92.5% COR. North America and International led growth, offset by weakness in Australia-Pacific and non-core runoff.
Top ASX 200 Insider Sells
Code | Company | Date | Director | Price | Value |
|---|---|---|---|---|---|
Supply Network | 12/05/25 | $39.97 | $4,085,733 | ||
Liontown Resources | 15/05/25 | $0.77 | $1,538,112 |
Key Takeaways
Supply Network's Non-Executive Director Peter McKenzie has been actively selling shares but retains a substantial 6.5 million shares, equating to roughly 15% of the company.
Liontown's Timothy Goyder has sold shares amid a recent 63% surge (from May 1–15, reaching a six-month high of 81 cents) though significant, his 2 million share sell-down represents just 0.59% of his 333 million share holding.
