On the 16th of July, 2025, Vladimir Galkin bought a total of 222,222 shares of Newegg Commerce (NEGG), spread across several transactions, amounting to approximately $6,397,772.10. It’s important to note that Galkin does not hold any position within the company. Prior to these purchases, he already owned more than 10% of Newegg’s shares.
Transaction summary
| Metric | Value |
|---|---|
| Shares traded | 222,222 |
| Transaction value | $6.4 million (as reported in SEC Form 4 filing on July 16, 2025) |
| Post-transaction shares | 2,777,777 |
| Post-transaction value | $82.1 million (as of July 16, 2025) |
Key questions
How does this recent transaction stack up against Vladimir Galkin’s usual activity size and frequency? This latest purchase is similar to 75% of his historical trades (around 222,222 shares), and it appears to be part of an increasing trend as he has made five purchases within the last month.
Following the transaction, Vladimir Galkin owns approximately 14.3% of the company, with a total of 2,777,777 shares to his name, as of July 18, 2025.
Given the recent surge in stock performance, could we discuss the importance of the chosen timing for the transaction? The stock experienced a 46.3% price increase over the past year, with the shares being traded at $28.79 and reaching $29.55 on July 18, 2025.
What is the frequency and direction (buy or sell) of Galkin’s trades for the year 2025? In the last 12 months, it appears that 80% of his transactions were buys, adding up to a total of 677,674 shares acquired in 2025, suggesting a significant accumulation pattern.
Company overview
| Metric | Value |
|---|---|
| Market capitalization | $573.2 million |
| Revenue (TTM) | $1.24 billion |
| Net income (TTM) | ($43.33 million) |
| One-year price change | 46.3% |
Company snapshot
- Offers a broad range of electronics and technology products, including computers, components, peripherals, gaming hardware, consumer electronics, and office supplies.
- Operates both B2C and B2B e-commerce platforms.
- Targets both consumers and business customers, primarily in North America.
Newegg Commerce operates as an electronic goods-centric online store, boasting a wide array of products and a strong online marketplace structure. By utilizing well-established digital channels, the company caters to both retail and commercial clients, providing a comprehensive range of options for their customers.
Foolish take
Insider transactions are typically meticulously planned and have prior approval. However, as an autonomous investor with distinct reporting obligations, Vladimir Galkin is adopting an unconventional strategy in handling his Newegg shares.
Galkin’s recent trades are classified as personal deals, essentially normal orders executed on the open stock market. This classification is logical since Galkin does not hold an official role at Newegg. Nevertheless, due to his ownership of over 10% of the company (specifically, 14.3%), he is required to disclose these trade activities.
The transactions for the purchases were divided into four different instances, each occurring at nearly identical stock prices. According to Galkin’s report, the shares are held under a joint account with his wife, Angelica Galkin.
In a typical fashion, this filing exhibits transactions that an average investor could make. However, what sets it apart is the sheer magnitude of the investments: The Galkins put in a massive $6.4 million over just two days, escalating their ownership in Newegg to an impressive $82.08 million by the end of Friday’s trading day.
Admittedly, as a long-term Newegg shareholder, the stock hasn’t been my favorite lately. However, it has experienced an extraordinary surge of 160% over the past month, fueled by reports of robust sales of top-tier graphics cards and some optimistic insider trades. The deals I’m analyzing in this report contribute substantially to this recent upswing.
However, Newegg’s share price remains a significant 98% lower compared to its peak in 2021. For the past three years, sales have been on a steady decline, while their free cash flow has consistently shown negative figures.
The Galkin family has made a sizeable investment in Newegg, which might indicate an early step towards business restoration, as they are putting a large sum of genuine funds into the company at this time. This move could also hint at an attempt to acquire the company. However, it may simply be a meaningless occurrence, since Galkin is an outsider to Newegg with filing requirements similar to insiders.
Conversely, Vladimir Galkin could face serious consequences if found to be using confidential inside tips for trading. To clarify, he’s primarily an individual investor with substantial resources, meaning substantial growth might not be expected, but rather steady, gradual returns would be more probable.
Glossary
Insider: An individual having access to exclusive, non-public company information, such as executives or significant shareholders.
10% Owner: A person or entity owning at least 10% of a company’s shares, often subject to special reporting requirements.
Buy Transaction: The act of purchasing company shares by an investor or insider, as opposed to selling them.
SEC Form 4: A mandatory filing disclosing insider trades in a company’s securities to the United States Securities and Exchange Commission.
Post-transaction: The state of ownership or value following completion of a specific trade or transaction.
YTD Performance: The performance for the current year, measuring changes from the start of the calendar year up until the present date.
Accumulation Pattern: A trend where an investor or insider consistently increases their holdings over time.
Ownership Percentage: The fraction of a company’s total shares owned by an individual or entity.
Transaction Cadence: The rate and timing of trades or transactions during a specific period.
Directionality: Determines whether the majority of trades are purchases (buying) or sales (selling).
B2C: A business model involving sales of goods or services directly to individual consumers.
TTM: The 12-month period ending with the most recent quarterly report.
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2025-07-24 20:16