On December 03, 2025, this newsletter featured 5 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 03, 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)
Participants: 2 insiders
Total Shares: 24,900
Total Value: $1,560,171
Timeframe: 1 days
Date Range: Dec 01, 2025 to Dec 02, 2025
👥 Participant Details:
Todd Paul M
Officer
Date: Dec 01, 2025
17,000 shares
$1,060,970
@ $62.41/share
Rosman Adam L.
Officer
Date: Dec 02, 2025
7,900 shares
$499,201
@ $63.19/share
📈
Average P&L: 0.7% ($7,253 gain)
Valuation Metrics:
Fair Value: $199.05 (214.7% undervalued vs current price)
P/E Ratio: 9.8
Analyst Coverage:
Analyst Rating: A-
Avg Price Target: $110.55 (+74.8% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 02, 2025
MONROE, La.--(BUSINESS WIRE)-- #BusinessLending--BAFS platform integration with Portico® from Fiserv empowers credit unions with technology to streamline and expand commercial lending programs.
Defense World • Dec 02, 2025
Brandes Investment Partners LP lifted its position in Fiserv, Inc. (NASDAQ: FISV) by 26.0% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exch...
Seeking Alpha • Dec 01, 2025
Fiserv, Inc. (FISV) Presents at UBS Global Technology and AI Conference 2025 Transcript
GlobeNewsWire • Dec 01, 2025
NEW YORK, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquir...
Business Wire • Dec 01, 2025
MILWAUKEE--(BUSINESS WIRE)--Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial technology, today announced the appointment of Walter Pritchard as Senior Vice President, H...
Defense World • Dec 01, 2025
Boston Family Office LLC boosted its stake in shares of Fiserv, Inc. (NASDAQ: FISV) by 80.9% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange...
MarketBeat • Nov 28, 2025
Fiserv Inc. NASDAQ: FISV has endured one of the harshest selloffs of any large-cap stock this year. FISV stock, which was close to $240 just a few months ago, was trading at $60 on the morning before ...
Defense World • Nov 27, 2025
Bell Asset Management Ltd lifted its position in Fiserv, Inc. (NASDAQ: FISV) by 3.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exch...
Seeking Alpha • Nov 26, 2025
Fiserv is undervalued after a sharp stock drop, presenting a compelling buy opportunity with upside to my $112.1/share valuation. FISV reset guidance, prioritizing customer focus and platform developm...
PRNewsWire • Nov 26, 2025
PHILADELPHIA , Nov. 26, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit against Fiserv, Inc. (NYSE: FI) ("Fiserv" or the "Company") has bee...
Participants: 2 insiders
Total Shares: 212,616
Total Value: $1,054,575
Timeframe: 0 days
Date Range: Nov 20, 2025 to Nov 20, 2025
👥 Participant Details:
STEINBERG JOSEPH S
Director
Date: Nov 20, 2025
106,308 shares
$527,288
@ $4.96/share
Cumming John D.
Director
Date: Nov 20, 2025
106,308 shares
$527,288
@ $4.96/share
📈
Average P&L: 0.8% ($4,252 gain)
Valuation Metrics:
Fair Value: $6.43 (28.6% undervalued vs current price)
P/E Ratio: 100.0
Analyst Coverage:
Analyst Rating: B
Participants: 6 insiders
Total Shares: 66,013
Total Value: $1,006,668
Timeframe: 3 days
Date Range: Nov 21, 2025 to Nov 24, 2025
👥 Participant Details:
Brady Lucy
Director
Date: Nov 21, 2025
3,470 shares
$49,962
@ $14.40/share
Voskuil Steven E
Director
Date: Nov 21, 2025
20,000 shares
$300,700
@ $15.04/share
STEINOUR STEPHEN D
Director
Date: Nov 21, 2025
6,700 shares
$99,528
@ $14.86/share
Hondal Francis
Director
Date: Nov 21, 2025
3,343 shares
$50,128
@ $14.99/share
Symancyk James Kevin
Director
Date: Nov 24, 2025
22,500 shares
$350,550
@ $15.58/share
Nash Sarah E
Director
Date: Nov 24, 2025
10,000 shares
$155,800
@ $15.58/share
📈
Average P&L: 23.5% ($36,861 gain)
Valuation Metrics:
Fair Value: $63.37 (240.7% undervalued vs current price)
P/E Ratio: 5.8
Analyst Coverage:
Analyst Rating: B
Avg Price Target: $22.41 (+20.5% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 02, 2025
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Bath & Body Works, Inc. (...
Business Wire • Dec 02, 2025
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Bath & Body Works, Inc. (“Bath & Body Works” or the “Company”) (NYSE: BBWI) investors concerning ...
Business Wire • Dec 01, 2025
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Bath & Body Works, Inc. (“Bath & Body Works” or the “Company”) (NYSE: BBWI) on behalf of investors concerni...
GlobeNewsWire • Dec 01, 2025
COLUMBUS, Ohio, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Bath & Body Works, Inc. (NYSE: BBWI) announced today that Daniel Heaf, chief executive officer and Eva Boratto, chief financial officer, will particip...
MarketBeat • Dec 01, 2025
Shares of Bath & Body Works Inc. NYSE: BBWI and all its investors have been through the wringer. Shares closed just under $17 on Nov. 26, up close to 20% from recent lows but still down more than 20% ...
Participants: 2 insiders
Total Shares: 7,100
Total Value: $512,501
Timeframe: 2 days
Date Range: Nov 26, 2025 to Nov 28, 2025
👥 Participant Details:
O'Connor John Terry
Officer
Date: Nov 26, 2025
2,100 shares
$150,801
@ $71.81/share
Miller Mark
Director
Date: Nov 28, 2025
5,000 shares
$361,700
@ $72.34/share
📈
Average P&L: 5.4% ($13,443 gain)
Valuation Metrics:
Fair Value: $38.41 (49.4% overvalued vs current price)
P/E Ratio: 66.6 (above Insurance Brokers avg of 18.1)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $102.00 (+34.3% vs current)
TriplePoint Venture Growth BDC CorpView Chart
Ticker: TPVG
Participants: 2 insiders
Total Shares: 79,520
Total Value: $500,610
Timeframe: 0 days
Date Range: Nov 21, 2025 to Nov 21, 2025
👥 Participant Details:
Labe James
Director
Date: Nov 21, 2025
39,760 shares
$250,305
@ $6.30/share
Srivastava Sajal
Director
Date: Nov 21, 2025
39,760 shares
$250,305
@ $6.30/share
📈
Average P&L: 1.7% ($4,159 gain)
Valuation Metrics:
P/E Ratio: 7.7 (below Asset Management avg of 18.1)
Analyst Coverage:
Analyst Rating: B
Avg Price Target: $5.75 (-10.2% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Dec 02, 2025
TriplePoint Venture Growth BDC Corp. remains rated Hold due to portfolio stress and elevated non-accruals despite an attractive 14.5% dividend yield. TPVG trades at a 28.1% discount to NAV, reflecting...
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
24/7 Wall Street • Dec 01, 2025
When your account size grows, so does your earning potential. With a total cash account of $200,000, you can invest $50,000 in four stocks or exchange traded funds (ETFs) and possibly collect $50,000 ...
Business Wire • Dec 01, 2025
MENLO PARK, Calif.--(BUSINESS WIRE)--TriplePoint Venture Growth BDC Corp. (NYSE: TPVG) (the “Company,” “TPVG,” “we,” “us,” or “our”), a leading financing provider to venture growth stage companies bac...
💼 Notable Individual Insider Buys (≥ $100,000)
Zage George Raymond IIIView Chart
N/A
Grindr Inc ($GRND)
Transaction Date: Nov 28, 2025
Shares: 150,000
Purchase Price: $12.88
Purchase Value: $1,932,000
📈
P&L: 0.9% ($18,000 gain)
Valuation Metrics:
Fair Value: $54.73 (321.0% undervalued vs current price)
P/E Ratio: 29.5 (below Software - Application avg of 55.2)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $22.00 (+69.2% vs current)
📰 Recent News (Last 7 Days):
Forbes • Nov 26, 2025
Grindr's majority shareholders George Raymond Zage III and James Lu have withdrawn their proposed buyout that values the LGBTQ dating app at $3.5 billion.
Reuters • Nov 26, 2025
Grindr's majority shareholders Ray Zage and James Lu have withdrawn their $3.46 billion offer to take the dating app private, the bidders said on Wednesday.
PRNewsWire • Nov 26, 2025
LOS ANGELES , Nov. 26, 2025 /PRNewswire/ -- George Raymond Zage Ill and James Fu Bin Lu (together, the "Proposing Shareholders" or "we"), who along with affiliated entities beneficially own in aggrega...
N/A
Surrozen, Inc./DE ($SRZN)
Transaction Date: Nov 13, 2025
Shares: 148,150
Purchase Price: $12.65
Purchase Value: $1,874,098
📈
P&L: 22.8% ($428,153 gain)
Valuation Metrics:
Fair Value: $13.17 (15.3% overvalued vs current price)
P/E Ratio: -3.5 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $38.50 (+147.7% vs current)
Hanwha Aerospace Co., Ltd.View Chart
N/A
NextDecade Corp ($NEXT)
Transaction Date: Nov 28, 2025
Shares: 111,084
Purchase Price: $6.12
Purchase Value: $679,712
📉
P&L: 4.9% ($33,203 loss)
Valuation Metrics:
P/E Ratio: -5.8 (negative - Oil & Gas Equipment & Services avg: 15.0)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $7.63 (+31.1% vs current)
N/A
Atlassian Corp ($TEAM)
Transaction Date: Dec 01, 2025
Shares: 1,672
Purchase Price: $148.03
Purchase Value: $247,506
📈
P&L: 4.0% ($9,831 gain)
Valuation Metrics:
Fair Value: $281.93 (83.2% undervalued vs current price)
P/E Ratio: 37.4 (below Software - Application avg of 55.2)
Analyst Coverage:
Analyst Rating: C-
Avg Price Target: $233.10 (+51.5% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 02, 2025
LAS VEGAS--(BUSINESS WIRE)--Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, announced that Atlassian cloud apps, including Jira, Confluence, a...
Director
Lucky Strike Entertainment Corp ($LUCK)
Transaction Date: Nov 28, 2025
Shares: 30,000
Purchase Price: $8.09
Purchase Value: $242,736
📈
P&L: 0.9% ($2,064 gain)
Valuation Metrics:
Fair Value: $4.90 (40.0% overvalued vs current price)
P/E Ratio: 23.3
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $12.75 (+56.3% vs current)
📰 Recent News (Last 7 Days):
Defense World • Nov 29, 2025
Lucky Strike Entertainment (NYSE: LUCK - Get Free Report) and Life Time Group (NYSE: LTH - Get Free Report) are both consumer discretionary companies, but which is the superior investment? We will com...
⚠️ 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.