Insider & Cluster Buy Highlights – December 02, 2025
📅 Published: December 02, 2025 at 02:48 PM UTC
5 Cluster Buys5 Insider Purchases
On December 02, 2025, this newsletter featured 5 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 02, 2025
Here are some of the most interesting insider and cluster buying signals from the last 7 days.
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 About Fair Value:
The Fair Value shown for each company is calculated using a Levered Discounted Cash Flow (DCF) model. This method estimates the intrinsic value of a stock by projecting future cash flows and discounting them back to present value, accounting for the company's debt structure. A positive percentage difference indicates the stock may be undervalued relative to this model, while a negative percentage suggests it may be overvalued. Fair value calculations are estimates and should be considered alongside other factors.
🔥 Notable Cluster Buys (≥ $500,000)
Transocean LtdView Chart
Ticker: RIG
$4.35
Current Price
Participants: 3 insiders
Total Shares: 4,500,000
Total Value: $18,090,000
Timeframe: 0 days
Date Range: Nov 24, 2025 to Nov 24, 2025
👥 Participant Details:
Mohn Frederik Wilhelm
None
Date: Nov 24, 2025
1,500,000 shares
$6,030,000
@ $4.02/share
Perestroika (Cyprus) Ltd
None
Date: Nov 24, 2025
1,500,000 shares
$6,030,000
@ $4.02/share
Perestroika
None
Date: Nov 24, 2025
1,500,000 shares
$6,030,000
@ $4.02/share
📈
Average P&L: 8.2% ($495,000 gain)
Valuation Metrics:
P/E Ratio: 31.1 (above Oil & Gas Drilling avg of 15.0)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $4.50 (+3.4% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Dec 01, 2025
RIG benefits from a robust fleet and long-term market outlook, yet faces challenges with debt, interest expense and customer discipline delaying near-term growth.
Defense World • Nov 29, 2025
Transocean Ltd. (NYSE: RIG - Get Free Report) has been given a consensus rating of "Hold" by the ten research firms that are covering the firm, Marketbeat.com reports. One research analyst has rated t...
Zacks Investment Research • Nov 28, 2025
Transocean (RIG) reported earnings 30 days ago. What's next for the stock?
GuruFocus • Nov 26, 2025
Stock News Campbell puts exec on leave: Campbell's Co. (CPB) sidelined a senior IT executive after a lawsuit and leaked audio alleged he disparaged customers an
The Motley Fool • Nov 25, 2025
Acquired 6,000,000 shares, increasing portfolio value by an estimated $18.7 million New stake represents 2.5% of Ninepoint's 13F reportable assets under management (AUM) Post-trade stake: 6,000,000 sh...
Verrica Pharmaceuticals IncView Chart
Ticker: VRCA
$7.55
Current Price
Participants: 5 insiders
Total Shares: 1,485,584
Total Value: $6,302,590
Timeframe: 0 days
Date Range: Nov 25, 2025 to Nov 25, 2025
👥 Participant Details:
Zawitz David
None
Date: Nov 25, 2025
10,000 shares
$42,425
@ $4.24/share
Rieger Jayson
None
Date: Nov 25, 2025
94,311 shares
$400,114
@ $4.24/share
Kirby John J.
None
Date: Nov 25, 2025
3,536 shares
$15,001
@ $4.24/share
Manning Paul B
None
Date: Nov 25, 2025
1,375,380 shares
$5,835,050
@ $4.24/share
Rosenberg Noah L.
None
Date: Nov 25, 2025
2,357 shares
$10,000
@ $4.24/share
📈
Average P&L: 78.0% ($982,714 gain)
Valuation Metrics:
P/E Ratio: -12.8 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $12.00 (+58.9% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Nov 28, 2025
Stock News CME restores trading after data center cooling failure: CME Group (CME) halted Globex futures and options overnight due to a cooling issue at a Cyrus
GuruFocus • Nov 26, 2025
Stock News Campbell's exec ousted after viral recording: Campbell Soup (CPB) said it terminated IT VP Martin Bally after an internal review concluded he was the
GuruFocus • Nov 26, 2025
Stock News Campbell puts exec on leave: Campbell's Co. (CPB) sidelined a senior IT executive after a lawsuit and leaked audio alleged he disparaged customers an
Central Bancompany, IncView Chart
Ticker: CBC
$23.34
Current Price
Participants: 17 insiders
Total Shares: 233,987
Total Value: $4,913,727
Timeframe: 0 days
Date Range: Nov 21, 2025 to Nov 21, 2025
👥 Participant Details:
Ross John Thomas
Director
Date: Nov 21, 2025
42,000 shares
$882,000
@ $21.00/share
Thompson Tristan Antin
Officer
Date: Nov 21, 2025
480 shares
$10,080
@ $21.00/share
McClure Richard Hays
Director
Date: Nov 21, 2025
11,200 shares
$235,200
@ $21.00/share
Hermann Robert Ringen Jr.
Director
Date: Nov 21, 2025
47,619 shares
$999,999
@ $21.00/share
Hallgren Eric Andrew
Officer
Date: Nov 21, 2025
2,500 shares
$52,500
@ $21.00/share
Kellett Scott McKinney
Officer
Date: Nov 21, 2025
1,000 shares
$21,000
@ $21.00/share
Goldammer Russell Lee
Officer
Date: Nov 21, 2025
2,000 shares
$42,000
@ $21.00/share
Robuck Robert Marion
Director
Date: Nov 21, 2025
47,619 shares
$999,999
@ $21.00/share
Colbert Jeremy Wayne
Officer
Date: Nov 21, 2025
2,200 shares
$46,200
@ $21.00/share
Sprong Bradley Nixon
Director
Date: Nov 21, 2025
4,500 shares
$94,500
@ $21.00/share
KRUSE CHARLES E
Director
Date: Nov 21, 2025
2,500 shares
$52,500
@ $21.00/share
Ciroli James
Officer
Date: Nov 21, 2025
17,000 shares
$357,000
@ $21.00/share
Schoeneberg Carey Denise
Officer
Date: Nov 21, 2025
1,000 shares
$21,000
@ $21.00/share
Digges Charles William Jr.
Director
Date: Nov 21, 2025
5,000 shares
$105,000
@ $21.00/share
Robertson Edward Deroy Jr.
Director
Date: Nov 21, 2025
4,550 shares
$95,550
@ $21.00/share
Cook Sam Bryan
Director
Date: Nov 21, 2025
38,619 shares
$810,999
@ $21.00/share
Westhues Daniel Harold
Officer
Date: Nov 21, 2025
4,200 shares
$88,200
@ $21.00/share
📈
Average P&L: 11.1% ($32,208 gain)
Valuation Metrics:
P/E Ratio: 16.8 (below Banks - Regional avg of 18.1)
ALUMIS INCView Chart
Ticker: ALMS
$7.35
Current Price
$4.90
Fair Value
Participants: 4 insiders
Total Shares: 342,379
Total Value: $2,504,123
Timeframe: 1 days
Date Range: Nov 20, 2025 to Nov 21, 2025
👥 Participant Details:
AKKARAJU SRINIVAS
None
Date: Nov 20, 2025
125,743 shares
$905,350
@ $7.20/share
Foresite Labs, LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
Tananbaum James B.
Director
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
Foresite Capital Management VI LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
📈
Average P&L: 0.2% ($3,091 gain)
Valuation Metrics:
Fair Value: $4.90 (33.4% overvalued vs current price)
P/E Ratio: -1.2 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $22.67 (+208.4% vs current)
Rapid7, IncView Chart
Ticker: RPD
$15.42
Current Price
$72.44
Fair Value
Participants: 5 insiders
Total Shares: 175,800
Total Value: $2,492,030
Timeframe: 6 days
Date Range: Nov 20, 2025 to Nov 26, 2025
👥 Participant Details:
BURNS MIKE
Director
Date: Nov 20, 2025
2,000 shares
$27,600
@ $13.80/share
JANA Partners Management, LP
Director
Date: Nov 24, 2025
150,000 shares
$2,119,500
@ $14.13/share
Thomas Corey E.
Director
Date: Nov 24, 2025
14,500 shares
$200,390
@ $13.82/share
Brown Marc Evan
Director
Date: Nov 25, 2025
3,000 shares
$45,630
@ $15.21/share
Schodorf Thomas E
Director
Date: Nov 26, 2025
6,300 shares
$98,910
@ $15.70/share
📈
Average P&L: 6.4% ($43,761 gain)
Valuation Metrics:
Fair Value: $72.44 (369.8% undervalued vs current price)
P/E Ratio: 44.1 (above Software - Infrastructure avg of 40.6)
Analyst Coverage:
Analyst Rating: B-
Avg Price Target: $19.90 (+29.1% vs current)
📰 Recent News (Last 7 Days):
GlobeNewsWire • Dec 01, 2025
BOSTON, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, today announced that the company will be attending the Raymond James TMT and...
💼 Notable Individual Insider Buys (≥ $100,000)
$10.14
Current Price
Transaction Date: Nov 28, 2025
Shares: 255,000
Purchase Price: $10.00
Purchase Value: $2,550,000
📈
P&L: 1.4% ($35,700 gain)
Analyst Coverage:
Analyst Rating: C-
📰 Recent News (Last 7 Days):
GuruFocus • Dec 01, 2025
Guru Stock PicksRoyce International Premier Fund has made the following transactions:Reduce in XTER: EVD by 0.78%Sold out in ASX:JLGAdd in XPAR: PLNW by 62.41%New
$11.86
Current Price
$189.43
Fair Value
Transaction Date: Nov 26, 2025
Shares: 40,000
Purchase Price: $11.63
Purchase Value: $465,200
📈
P&L: 2.0% ($9,200 gain)
Valuation Metrics:
Fair Value: $189.43 (1497.2% undervalued vs current price)
P/E Ratio: 12.6 (below Oil & Gas E&P avg of 15.0)
Analyst Coverage:
Analyst Rating: A
Avg Price Target: $20.50 (+72.8% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Nov 28, 2025
Mach reported Q3 2025 results in line with expectations. It declared a relatively low $0.27 per unit distribution, but that was affected by temporary items. Mach also tweaked its 2026 guidance to redu...
$7.35
Current Price
$4.90
Fair Value
Transaction Date: Nov 26, 2025
Shares: 48,537
Purchase Price: $7.64
Purchase Value: $370,823
📉
P&L: 3.8% ($14,076 loss)
Valuation Metrics:
Fair Value: $4.90 (33.4% overvalued vs current price)
P/E Ratio: -1.2 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $22.67 (+208.4% vs current)
$50.40
Current Price
$54.98
Fair Value
Transaction Date: Nov 28, 2025
Shares: 6,000
Purchase Price: $50.59
Purchase Value: $303,540
📉
P&L: 0.4% ($1,140 loss)
Valuation Metrics:
Fair Value: $54.98 (9.1% undervalued vs current price)
P/E Ratio: 67.2 (above Integrated Freight & Logistics avg of 32.2)
Analyst Coverage:
Analyst Rating: B-
Avg Price Target: $62.50 (+24.0% vs current)
📰 Recent News (Last 7 Days):
Defense World • Nov 29, 2025
Boston Partners purchased a new stake in GXO Logistics, Inc. (NYSE: GXO) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission....
$205.34
Current Price
$265.69
Fair Value
Transaction Date: Nov 26, 2025
Shares: 1,250
Purchase Price: $206.15
Purchase Value: $257,688
📉
P&L: 0.4% ($1,013 loss)
Valuation Metrics:
Fair Value: $265.69 (29.4% undervalued vs current price)
P/E Ratio: 19.8 (below Drug Manufacturers - General avg of 102.9)
Analyst Coverage:
Analyst Rating: A-
Avg Price Target: $200.45 (-2.4% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Dec 01, 2025
Shares of Teradyne advanced sharply as investors cheered the company's robust earnings and outlook for Teradyne's artificial intelligence compute testing business. We initiated a position in this cust...
24/7 Wall Street • Dec 01, 2025
There are a number of valid reasons why many investors may be souring on the ability of equity markets to continue to rise at a 20%+ rate in the years to come.
24/7 Wall Street • Dec 01, 2025
After a 35-year career in the finance industry, including two decades as an institutional stockbroker at Bear Stearns, Lehman Brothers, and Morgan Stanley, I gained an institutional perspective on div...
GlobeNewsWire • Dec 01, 2025
Nipocalimab is the first FcRn blocker approved in both adult and adolescent gMG patients aged 12 and older who are anti-AChR or anti-MuSK antibody-positive
Defense World • Dec 01, 2025
Brentview Investment Management LLC lessened its position in shares of Johnson and Johnson (NYSE: JNJ) by 2.0% in the second quarter, according to the company in its most recent 13F filing with the Se...
Defense World • Dec 01, 2025
Boston Family Office LLC lessened its stake in Johnson and Johnson (NYSE: JNJ) by 9.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commissio...
The Motley Fool • Nov 30, 2025
Intuitive Surgical shows why now is a good time to consider buying surgical-robot competitor Medtronic. Eli Lilly helps explain why down-and-out drugmaker Pfizer could be worth a close look for long-t...
The Motley Fool • Nov 30, 2025
Bristol Myers Squibb and Johnson & Johnson have had a tough past few years due to several factors. Both companies are looking to right the ship thanks to new product launches.
Defense World • Nov 29, 2025
Berry Wealth Group LP lessened its holdings in Johnson and Johnson (NYSE: JNJ) by 1.4% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 18,336 shares of the c...
Seeking Alpha • Nov 29, 2025
Through the end of November, the year-to-date total return of the Dogs of the Dow equals 20.96%, outpacing the Dow Jones Industrial Average return of 13.86% and outpacing the broader S&P 500 Index ret...
Zacks Investment Research • Nov 28, 2025
JNJ's oncology sales surge on strong drug launches and pipeline momentum, raising the stakes for its ambitious $50B 2030 goal.
Seeking Alpha • Nov 28, 2025
The Wasatch Global Value Fund - Investor Class gained 6.36% in the third quarter of 2025, outperforming the MSCI All Country World Value Index, which added 6.13%. Leading contributors to the Fund's pe...
The Motley Fool • Nov 27, 2025
Johnson & Johnson is a financial fortress with a solid pipeline and portfolio. Coca-Cola has an asset-light model that drives its profitability.
The Motley Fool • Nov 27, 2025
Pfizer and Johnson & Johnson are healthcare leaders and faithful dividend payers. Home Depot is facing a difficult operating environment, but its core business remains strong.
Defense World • Nov 27, 2025
Representative Lisa C. McClain (R-Michigan) recently sold shares of Johnson and Johnson (NYSE: JNJ). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,...
Zacks Investment Research • Nov 26, 2025
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
GuruFocus • Nov 25, 2025
Guru Stock PicksJefferies Group has made the following transactions:Reduce in CLDX by 12.28%Sold out in UNFIAdd in SMH by 25.28%New position in XNCRT Rowe Price
Zacks Investment Research • Nov 25, 2025
J&J's 16.7% rise reflects stronger sales guidance, rapid pipeline advances and improving MedTech momentum amid a recovering sector.
GuruFocus • Nov 25, 2025
Stock News Wall Street jumps on rate-cut hopes: Alphabet (GOOGL) and Tesla (TSLA) led a tech rebound as odds of a December Fed cut climbed, lifting the Nasdaq 2
Defense World • Nov 25, 2025
Advisors Asset Management Inc. trimmed its position in shares of Johnson and Johnson (NYSE: JNJ) by 1.5% during the second quarter, according to the company in its most recent Form 13F filing with the...
Forbes • Nov 25, 2025
The pharmaceutical powerhouse Johnson & Johnson (NYSE: JNJ) has significantly outperformed its competitor Pfizer (NYSE: PFE) this year. JNJ's stock has risen by almost 45%, whereas PFE has declined by...
Defense World • Nov 25, 2025
Aviso Financial Inc. reduced its stake in Johnson and Johnson (NYSE: JNJ) by 8.9% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Comm...
Defense World • Nov 25, 2025
Armor Investment Advisors LLC reduced its stake in shares of Johnson and Johnson (NYSE: JNJ) by 12.8% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange...
Defense World • Nov 25, 2025
Associated Banc Corp trimmed its holdings in shares of Johnson and Johnson (NYSE: JNJ) by 2.4% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and ...
Defense World • Nov 25, 2025
Johnson and Johnson (NYSE: JNJ - Get Free Report) saw unusually large options trading activity on Monday. Stock investors bought 201,479 call options on the stock. This represents an increase of 468% ...
🏛️ House Trading Activity (Past 2 Months):
Jared Moskowitz (FL23) - Sale
Date: Oct 10, 2025 | Amount: $1,001 - $15,000 | Owner:
Jared Moskowitz (FL23) - Sale
Date: Oct 10, 2025 | Amount: $1,001 - $15,000 | Owner:
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
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