Table of Contents
Insider Trades Overview: ASX 200 Directors’ Transactions (12-18 June 2025)
This week’s edition of the Insider Trades Series provides insights into significant transactions by ASX 200 directors, each valued over $10,000, that occurred between 12 and 18 June 2025. Trading activity within the market remains subdued, influenced by escalating tensions in the Middle East and recent US military strikes on Iran.
Noteworthy ASX 200 Director Trades
| Code | Company | Date | Director | Type | Price | Value |
|---|---|---|---|---|---|---|
| GDG | Generation Development Group | 17/06/25 | William Bessemer | Sell | $5.72 | $1,098,777 |
| REA | REA Group | 12/06/25 | Owen Wilson | Sell | $243.45 | $613,985 |
| DDR | Dicker Data | 16/06/25 | Vladimir Mitnovetski | Buy | $7.90 | $79,000 |
| DDR | Dicker Data | 16/06/25 | Vladimir Mitnovetski | Buy | $7.89 | $60,074 |
| IEL | Idp Education | 18/06/25 | Ariane Barker | Buy | $3.62 | $36,179 |
| DDR | Dicker Data | 16/06/25 | Mary Stojcevski | Buy | $7.80 | $31,200 |
| SHV | Select Harvests | 12/06/25 | David Surveyor | Buy | $4.57 | $13,710 |
Key Insights from Recent Trades
Generation Development Group’s Strategic Sell-Off
William Bessemer, a central figure in the Generation Development Group since 1995, divested 192,000 shares at near-record prices. Although this sale constitutes merely 1.6% of his holdings, it is noteworthy considering Bessemer’s extensive history with the company, including stints as Chairman and CEO. He currently retains 11.47 million shares, indicating his continued commitment despite the liquidation of a portion of his stake.
REA Group’s CEO Prepares for Transition
Owen Wilson, the CEO of REA Group who plans to retire in the latter half of 2025, sold a modest 2,522 shares last week. This transaction, representing 3.75% of his entire shareholding, leaves him with 67,155 shares following a decade with the company, including six years at the helm as CEO. This strategic move aligns with his transition plans and reflects cautious asset management ahead of his departure.
Dicker Data’s Executives Buy During a Downturn
Dicker Data is currently facing challenging market conditions, with shares approaching a five-year low amidst disappointing trading updates and a leadership transition. In response to the downturn, both COO Vladimir Mitnovetski and CFO Mary Stojcevski made notable purchases in the range of $30,000 to $60,000 last week. Their investment decisions suggest confidence in future recovery and potential improvements in performance metrics, despite a recent shift towards lower-margin sales which is exerting pressure on overall profitability.
Conclusion
This week’s analysis highlights the cautious yet strategic manoeuvres of ASX 200 directors amidst a tense global market environment. With leaders like Bessemer, Wilson, Mitnovetski, and Stojcevski all taking decisive actions, it is evident that insider trading trends can provide valuable insights into company stability and director sentiment. Investors are advised to consider these transactions in the context of market conditions and company prospects as they evaluate their investment strategies.
