Investment veteran, IPO, opinionated. https://www.theinsidersfund.com/
Director Jason Raleigh Nunn just purchased 63,158 shares at $19.00 per share, totaling $1.2 million in insider buying.
🧩 The Setup:
Zenas BioPharma (NASDAQ: $ZBIO) is a clinical-stage biotech laser-focused on autoimmune and inflammatory diseases.
Director Jason Raleigh Nunn just purchased 63,158 shares at $19.00 per share, totaling $1.2 million in insider buying.
🧩 The Setup:
Zenas BioPharma (NASDAQ: $ZBIO) is a clinical-stage biotech laser-focused on autoimmune and inflammatory diseases.
Director Paul Schimmel purchased 1,000,000 shares at $0.91 for a total of $911,801.
🧩 The Setup:
aTyr Pharma’s insider buy is massive for a microcap biotech.
Director Paul Schimmel purchased 1,000,000 shares at $0.91 for a total of $911,801.
🧩 The Setup:
aTyr Pharma’s insider buy is massive for a microcap biotech.
Chairman, CEO & President Tracy W. Krohn (10% owner) purchased 286,842 shares at $1.84, investing $527,259.
🧩 The Setup:
W&T Offshore is a deepwater gamble — debt-heavy, volatile, but not dead.
Chairman, CEO & President Tracy W. Krohn (10% owner) purchased 286,842 shares at $1.84, investing $527,259.
🧩 The Setup:
W&T Offshore is a deepwater gamble — debt-heavy, volatile, but not dead.
Director Thomas K. Brown purchased 10,000 shares at $18.72 — a $187,200 buy.
🧩 The Setup:
Conagra’s caught in a brutal inflation trap — costs rising, margins thinning, and volume slipping.
Director Thomas K. Brown purchased 10,000 shares at $18.72 — a $187,200 buy.
🧩 The Setup:
Conagra’s caught in a brutal inflation trap — costs rising, margins thinning, and volume slipping.
Director Mark F. O’Neil bought 10,816 shares at $46.21 ($499,807).
Director Mitchell D. Steenrod bought 2,000 shares at $45.57 ($91,140).
🧩 The Setup:
CarMax, the king of used cars, has seen its growth engine sputter.
Director Mark F. O’Neil bought 10,816 shares at $46.21 ($499,807).
Director Mitchell D. Steenrod bought 2,000 shares at $45.57 ($91,140).
🧩 The Setup:
CarMax, the king of used cars, has seen its growth engine sputter.
Director John Rakolta Jr. just purchased 25,154 shares at $70.41 per share — an investment totaling $1.77 million.
🧩 The Setup:
Agree Realty (ADC) is a high-quality net-lease REIT with 99.6% occupancy, ~8-year weighted average lease term,
Director John Rakolta Jr. just purchased 25,154 shares at $70.41 per share — an investment totaling $1.77 million.
🧩 The Setup:
Agree Realty (ADC) is a high-quality net-lease REIT with 99.6% occupancy, ~8-year weighted average lease term,
CEO & 10% Owner Damien Lamendola: 896,903 shares @ $1.06 = $950,000
The Setup:
Marpai ($MRAI) is a health-tech TPA using AI and analytics to reduce employer healthcare costs.
CEO & 10% Owner Damien Lamendola: 896,903 shares @ $1.06 = $950,000
The Setup:
Marpai ($MRAI) is a health-tech TPA using AI and analytics to reduce employer healthcare costs.
Director Stephen Aiello: 133,334 shares @ $1.66 = $221,334
The Setup:
GrowGeneration ($GRWG) is America’s largest hydroponics and organic gardening supplier, catering to the green economy’s growers and greenhouse builders.
Director Stephen Aiello: 133,334 shares @ $1.66 = $221,334
The Setup:
GrowGeneration ($GRWG) is America’s largest hydroponics and organic gardening supplier, catering to the green economy’s growers and greenhouse builders.
Director Menelas N. Pangalos: 95,785 shares @ $2.66 = $254,788
The Setup:
Absci ($ABSI) is blending generative AI with wet-lab biology to revolutionize drug discovery. Their “Integrated Therapeutic Creation” platform uses machine learning to
Director Menelas N. Pangalos: 95,785 shares @ $2.66 = $254,788
The Setup:
Absci ($ABSI) is blending generative AI with wet-lab biology to revolutionize drug discovery. Their “Integrated Therapeutic Creation” platform uses machine learning to
Director Jason C. Rebrook:
10,000 shares @ $24.17 = $241,670
10,000 shares @ $24.16 = $241,580
The Setup:
Archrock ($AROC) is the 800-pound gorilla of natural gas compression — the picks-and-shovels provider that keeps U.S. gas flowing.
Director Jason C. Rebrook:
10,000 shares @ $24.17 = $241,670
10,000 shares @ $24.16 = $241,580
The Setup:
Archrock ($AROC) is the 800-pound gorilla of natural gas compression — the picks-and-shovels provider that keeps U.S. gas flowing.
Director Michael J. Endres: 10,000 shares @ $52.95 = $529,500
The Setup:
Worthington Enterprises ($WOR) is an industrial spinoff reborn from Worthington Steel, now leaning into consumer and building products.
Director Michael J. Endres: 10,000 shares @ $52.95 = $529,500
The Setup:
Worthington Enterprises ($WOR) is an industrial spinoff reborn from Worthington Steel, now leaning into consumer and building products.
CEO Matthew J. Murphy: 13,600 shares @ $77.09 = $1,048,424
COO Chris Koopmans: 6,800 shares @ $78.03 = $530,604
President (Data Center Group) Sandeep Bharathi: 3,400 shares @ $78.03 = $265,302
CEO Matthew J. Murphy: 13,600 shares @ $77.09 = $1,048,424
COO Chris Koopmans: 6,800 shares @ $78.03 = $530,604
President (Data Center Group) Sandeep Bharathi: 3,400 shares @ $78.03 = $265,302
Director Steven M. Paul: 41,666 shares @ $24.65 ($1,027,111)
Director Reid M. Huber: 20,400 shares @ $24.48 ($499,374)
The Setup:
Rapport Therapeutics ($RAPP) is a J&J-backed, clinical-stage biotech focused on small-molecule precision
Director Steven M. Paul: 41,666 shares @ $24.65 ($1,027,111)
Director Reid M. Huber: 20,400 shares @ $24.48 ($499,374)
The Setup:
Rapport Therapeutics ($RAPP) is a J&J-backed, clinical-stage biotech focused on small-molecule precision
📌 Andrew C. Teich, Director & Board Chairman, bought 29,460 shares at ~$34.01 — a $1,001,876 investment.
💡 The Take:
“I really blew this one.” Resideo just posted record Q2 revenue of $1.94B with strong organic growth. Adjusted EPS beat,
📌 Andrew C. Teich, Director & Board Chairman, bought 29,460 shares at ~$34.01 — a $1,001,876 investment.
💡 The Take:
“I really blew this one.” Resideo just posted record Q2 revenue of $1.94B with strong organic growth. Adjusted EPS beat,
📌 Christopher O. Blunt, CEO, just bought 7,000 shares at ~$34.02 — a $238,147 investment.
💡 The Take:
FG is scaling with $69.2B in AUM. Earnings dropped ~26% YoY due to mark-to-market volatility, but adjusted EPS
📌 Christopher O. Blunt, CEO, just bought 7,000 shares at ~$34.02 — a $238,147 investment.
💡 The Take:
FG is scaling with $69.2B in AUM. Earnings dropped ~26% YoY due to mark-to-market volatility, but adjusted EPS
Freedom Holding Corp. ($FRHC) INSIDER BUY Alert 💰
📌 Sergey Lukyanov, Chairman of the Management Board of Freedom KZ & Freedom Global, just bought 5,725 shares at ~$171.67 — a $982,811 investment.
💡 The Take:
Freedom Holding is a high-growth fintech & financial
Freedom Holding Corp. ($FRHC) INSIDER BUY Alert 💰
📌 Sergey Lukyanov, Chairman of the Management Board of Freedom KZ & Freedom Global, just bought 5,725 shares at ~$171.67 — a $982,811 investment.
💡 The Take:
Freedom Holding is a high-growth fintech & financial
Three top executives just invested nearly $1 million
CEO Mark Costa: $502,386 (7,400 shares at $67.89)
CFO William McLain: $252,239 (3,670 shares at $68.73)
CCO Brad Lich: $224,647 (3,280 shares at $68.49)
The Analysis: Specialty
Three top executives just invested nearly $1 million
CEO Mark Costa: $502,386 (7,400 shares at $67.89)
CFO William McLain: $252,239 (3,670 shares at $68.73)
CCO Brad Lich: $224,647 (3,280 shares at $68.49)
The Analysis: Specialty
CEO & President John Cox bought 100,000 shares at $9.11 ($911,000 total)
Transaction date: 07-14-2025
Our Opinion on this buy: This is a brutal market for small cap biotech. I would need more insider buying, more confirmation that there was
CEO & President John Cox bought 100,000 shares at $9.11 ($911,000 total)
Transaction date: 07-14-2025
Our Opinion on this buy: This is a brutal market for small cap biotech. I would need more insider buying, more confirmation that there was
CEO Brian Grass bought 10,000 shares at $21.47 ($214,700 total)
CFO Tracy Scheuerman bought 10,000 shares at $20.13 ($201,300 total)
Both transactions on 07-15-2025
Our Opinion on this buy: Bottom fishing is fine if you have low expectations.
CEO Brian Grass bought 10,000 shares at $21.47 ($214,700 total)
CFO Tracy Scheuerman bought 10,000 shares at $20.13 ($201,300 total)
Both transactions on 07-15-2025
Our Opinion on this buy: Bottom fishing is fine if you have low expectations.
Chairman Christopher W. Hamm purchased 77,176 shares at $3.67 per share for $283,236.
The Blunt Assessment: "Another insider buying an oil and gas play. Yawn."
Despite the seemingly underwhelming reaction, insider buying in the energy sector continues.
Chairman Christopher W. Hamm purchased 77,176 shares at $3.67 per share for $283,236.
The Blunt Assessment: "Another insider buying an oil and gas play. Yawn."
Despite the seemingly underwhelming reaction, insider buying in the energy sector continues.
Executive VP Kirk L. Johnson purchased 5,300 shares at $94.24 per share for $499,472.
The Analysis: Citi Corp analysts recently lowered their price target on ConocoPhillips to $115 from $140 but maintained a Buy rating. The stock's underperformance
Executive VP Kirk L. Johnson purchased 5,300 shares at $94.24 per share for $499,472.
The Analysis: Citi Corp analysts recently lowered their price target on ConocoPhillips to $115 from $140 but maintained a Buy rating. The stock's underperformance
CEO Daniel R. Lee purchased 276,300 shares at $4.75 per share for $1,312,425.
The Perspective: "Beaten down casino operator popped on this CEO's large purchase. This looks like a bottoming process to me."
Full House Resorts owns and operates
CEO Daniel R. Lee purchased 276,300 shares at $4.75 per share for $1,312,425.
The Perspective: "Beaten down casino operator popped on this CEO's large purchase. This looks like a bottoming process to me."
Full House Resorts owns and operates
Director John Paulson purchased 3,564,059 shares at $5.94 per share for $21,170,510.
Why This Matters: "This one is worth watching. I mentioned it in last week's post. Paulson could buy the company so I wonder what is up with this large purchase."
When
Director John Paulson purchased 3,564,059 shares at $5.94 per share for $21,170,510.
Why This Matters: "This one is worth watching. I mentioned it in last week's post. Paulson could buy the company so I wonder what is up with this large purchase."
When
CEO Robert S. Trauber: 10,000 shares at $41.38 ($413,750)
CEO & President Thomas Caldecot Chubb III: 6,500 shares at $40.12 ($260,774)
The Candid Take: "Success investing in stagnant brands like Tommy Bahama will be illusive."
Oxford
CEO Robert S. Trauber: 10,000 shares at $41.38 ($413,750)
CEO & President Thomas Caldecot Chubb III: 6,500 shares at $40.12 ($260,774)
The Candid Take: "Success investing in stagnant brands like Tommy Bahama will be illusive."
Oxford