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The Insiders Fund
@insomniachedgefund.bsky.social
I'm Harvey Sax. CoFounder of Alpha Wealth Funds, & Portfolio Mgr of The Insiders Fund since '10. Offering unique perspective from experience across all investment table positions.
Investment veteran, IPO, opinionated. https://www.theinsidersfund.com/
🧵 1/6🧬 Zenas BioPharma ($ZBIO) INSIDER BUY Alert 💰

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: $ZBIO) is a clinical-stage biotech laser-focused on autoimmune and inflammatory diseases.
Insider Buying Week 10-17-25 – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 13, 2025 at 4:05 PM
🧵 1/4 🧬 aTyr Pharma Inc. ($ATYR) INSIDER BUY Alert 💰

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.
Insider Buying Week 10-10-25 Tightrope walk in a Hurricane – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 12, 2025 at 1:33 PM
🧵 1/4 🛢️ W&T Offshore Inc. ($WTI) INSIDER BUY Alert 💰

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.
Insider Buying Week 10-10-25 Tightrope walk in a Hurricane – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 12, 2025 at 2:38 AM
🧵 1/4 🥫 Conagra Brands Inc. ($CAG) INSIDER BUY Alert 💰

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.
Insider Buying Week 10-10-25 Tightrope walk in a Hurricane – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 11, 2025 at 11:07 PM
🧵 1/5 🚗 CarMax Inc. ($KMX) DOUBLE INSIDER BUY 💰

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.
Insider Buying Week 10-10-25 Tightrope walk in a Hurricane – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 11, 2025 at 9:05 PM
🧵 1/5 🏢 Agree Realty Corp ($ADC) INSIDER BUY Alert 💰

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,
Insider Buying Week 10-10-25 Tightrope walk in a Hurricane – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 11, 2025 at 6:23 PM
🧵 1/5 💻 Marpai Inc. ($MRAI) INSIDER BUY Alert 💰

CEO & 10% Owner Damien Lamendola: 896,903 shares @ $1.06 = $950,000

The Setup:
Marpai ($MRAI) is a health-tech TPA using AI and analytics to reduce employer healthcare costs.
Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 3, 2025 at 4:04 PM
🧵 1/5 🌿 GrowGeneration ($GRWG) DOUBLE INSIDER BUY Alert 💰

Director Stephen Aiello: 133,334 shares @ $1.66 = $221,334

The Setup:
GrowGeneration ($GRWG) is America’s largest hydroponics and organic gardening supplier, catering to the green economy’s growers and greenhouse builders.
Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 3, 2025 at 4:23 AM
🧵 1/4 🧬 Absci Corp. ($ABSI) INSIDER BUY Alert 💰

Director Menelas N. Pangalos: 95,785 shares @ $2.66 = $254,788

The Setup:
Absci ($ABSI) is blending generative AI with wet-lab biology to revolutionize drug discovery. Their “Integrated Therapeutic Creation” platform uses machine learning to
Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 2, 2025 at 11:04 PM
🧵 1/5 ⚙️ Archrock Inc. ($AROC) DOUBLE INSIDER BUY Alert 💰

Director Jason C. Rebrook:
10,000 shares @ $24.17 = $241,670
10,000 shares @ $24.16 = $241,580

The Setup:
Archrock ($AROC) is the 800-pound gorilla of natural gas compression — the picks-and-shovels provider that keeps U.S. gas flowing.
Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 2, 2025 at 9:05 PM
🧵 1/5 🧰 Worthington Enterprises ($WOR) INSIDER BUY Alert 💰

Director Michael J. Endres: 10,000 shares @ $52.95 = $529,500

The Setup:
Worthington Enterprises ($WOR) is an industrial spinoff reborn from Worthington Steel, now leaning into consumer and building products.
Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 2, 2025 at 4:38 PM
🧵 1/6 🧠 Marvell Technology ($MRVL) QUADRUPLE INSIDER BUY Alert 💰

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 = $265,302
Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
November 1, 2025 at 5:23 PM
🧵 1/8 Rapport Therapeutics ($RAPP) DOUBLE INSIDER BUY Alert 💰

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 ($RAPP) is a J&J-backed, clinical-stage biotech focused on small-molecule precision
Insider Buying Week 09-19-25 Quiet before the Earnings Storm – The Insomniac Hedge Fund
The Insomniac Hedge Fund
insomniachedge.com
October 27, 2025 at 8:05 PM
🧵 1/4 Resideo Technologies Inc. ($REZI) INSIDER BUY Alert 💰

📌 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 $1.94B with strong organic growth. Adjusted EPS beat,
Insider Buying Week 09-05-25 Q3 Earnings Blackout Begins
Nothing much to write about regarding notable insider buys; there wasn’t much of note. But that Doesn’t mean there isn’t […]
www.theinsidersfund.com
September 10, 2025 at 12:33 PM
🧵 1/4 F&G Annuities & Life Inc. ($FG) INSIDER BUY Alert 💰

📌 Christopher O. Blunt, CEO, just bought 7,000 shares at ~$34.02 — a $238,147 investment.

💡 The Take:
FG is scaling with $69.2B in AUM. Earnings dropped ~26% YoY due to mark-to-market volatility, but adjusted EPS
Insider Buying Week 09-05-25 Q3 Earnings Blackout Begins
Nothing much to write about regarding notable insider buys; there wasn’t much of note. But that Doesn’t mean there isn’t […]
www.theinsidersfund.com
September 10, 2025 at 1:38 AM
1/4 🧵
Freedom Holding Corp. ($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
Insider Buying Week 09-05-25 Q3 Earnings Blackout Begins
Nothing much to write about regarding notable insider buys; there wasn’t much of note. But that Doesn’t mean there isn’t […]
www.theinsidersfund.com
September 9, 2025 at 10:07 PM
🧵 1/4 TRIPLE INSIDER BUY Alert: Eastman Chemical Co. ($EMN) 💰
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
September 2, 2025 at 10:07 PM
🧵 1/3 Very little insider buying the last two weeks but there is a bunch of selling. This market makes people nervous, but at the same time greedy. With stocks making new highs, it’s dangerous for a money manager to sit out. I still find opportunity but it’s in a narrow crack I am looking through.
July 24, 2025 at 5:23 PM
🧵 1/3 Dyne Therapeutics Inc. $DYN Insider Buy Alert! 📈💼
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
Insider Buying Week 07-18-25- Summer Doldrums belie the Coming Storms
Very little insider buying the last two weeks but there is a bunch of selling. This market makes nervous but […]
www.theinsidersfund.com
July 24, 2025 at 3:06 PM
🧵 1/3 Helen of Troy Ltd $HELE Insider Buy Alert! 📈💼
CEO Brian Grass bought 10,000 shares at $21.47 ($214,700 total)
CFO Tracy Scheuerman bought 10,000 shares at $20.13 ($201,300 total)
Both transactions on 07-15-2025
Our Opinion on this buy: Bottom fishing is fine if you have low expectations.
Insider Buying Week 07-18-25- Summer Doldrums belie the Coming Storms
Very little insider buying the last two weeks but there is a bunch of selling. This market makes nervous but […]
www.theinsidersfund.com
July 24, 2025 at 12:09 AM
1/3 Amplify Energy ($AMPY) INSIDER BUY Alert 💰
Chairman Christopher W. Hamm purchased 77,176 shares at $3.67 per share for $283,236.
The Blunt Assessment: "Another insider buying an oil and gas play. Yawn."
Despite the seemingly underwhelming reaction, insider buying in the energy sector continues.
Insider Buying Week 06-20-25
Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: […]
www.theinsidersfund.com
June 24, 2025 at 12:33 PM
🧵 1/ 4 ConocoPhillips ($COP) INSIDER BUY Alert 📈
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 $140 but maintained a Buy rating. The stock's underperformance
Insider Buying Week 06-20-25
Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: […]
www.theinsidersfund.com
June 24, 2025 at 2:38 AM
🧵 1/3 Full House Resorts ($FLL) INSIDER BUY Alert 📈
CEO Daniel R. Lee purchased 276,300 shares at $4.75 per share for $1,312,425.
The Perspective: "Beaten down casino operator popped on this CEO's large purchase. This looks like a bottoming process to me."
Full House Resorts owns and operates
Insider Buying Week 06-20-25
Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: […]
www.theinsidersfund.com
June 23, 2025 at 10:07 PM
🧵 1/3 Bausch Health ($BHC) INSIDER BUY Alert 🚨
Director John Paulson purchased 3,564,059 shares at $5.94 per share for $21,170,510.
Why This Matters: "This one is worth watching. I mentioned it in last week's post. Paulson could buy the company so I wonder what is up with this large purchase."
When
Insider Buying Week 06-20-25
Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: […]
www.theinsidersfund.com
June 23, 2025 at 8:05 PM
🧵 1/3 Oxford Industries ($OXM) DOUBLE INSIDER BUY Alert 💰

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
Insider Buying Week 06-20-25
Never a dull moment in the Trump show.  Insiders like most investors are on the sidelines watching the show. Name: […]
www.theinsidersfund.com
June 23, 2025 at 7:37 PM