The CFO Buys the Delaware Basin, and the History Backs Him

ISB Research · Interesting · sent to Ultimate members August 31, 2026

Matador drills oil and gas in the Delaware Basin across New Mexico and West Texas, and the finance chief just put $141,600 in at $56.64. That's the strongest role in the book, and he's not alone. Two other insiders bought in the last 30 days, so this is a cluster, not a one-off. Energy is cooling short-term after a strong run, but insider buys on this name have paid off close to seven times out of ten at both 30 and 90 days, with real alpha over the market. Price is grinding back above its short-term average with room to $60.38 resistance, so this is a patient add, not a chase.

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