Insider & Cluster Buy Highlights – December 04, 2025
📅 Published: December 04, 2025 at 01:14 PM UTC
2 Cluster Buys5 Insider Purchases
On December 04, 2025, this newsletter featured 2 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 04, 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)
BLUE OWL CAPITAL INCView Chart
Ticker: OWL
$15.66
Current Price
$216.81
Fair Value
Participants: 4 insiders
Total Shares: 72,789
Total Value: $1,089,772
Timeframe: 0 days
Date Range: Dec 01, 2025 to Dec 01, 2025
👥 Participant Details:
Kirshenbaum Alan
None
Date: Dec 01, 2025
33,670 shares
$500,808
@ $14.87/share
Ostrover Douglas I
None
Date: Dec 01, 2025
18,673 shares
$281,135
@ $15.06/share
Packer Craig
None
Date: Dec 01, 2025
11,109 shares
$167,254
@ $15.06/share
LIPSCHULTZ MARC S
None
Date: Dec 01, 2025
9,337 shares
$140,575
@ $15.06/share
📈
Average P&L: 4.3% ($12,526 gain)
Valuation Metrics:
Fair Value: $216.81 (1284.5% undervalued vs current price)
P/E Ratio: 195.8 (above Asset Management avg of 18.1)
Analyst Coverage:
Analyst Rating: C-
Avg Price Target: $21.20 (+35.4% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 03, 2025
NEW YORK--(BUSINESS WIRE)---- $OWL #Blue--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (N...
Business Wire • Dec 03, 2025
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP (“GPM”), announces that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, caption...
Seeking Alpha • Dec 03, 2025
Blue Owl Capital recently missed NII expectations and saw a rise in its non-accrual percentage. OBDC's non-accruals rose to 1.3%, and dividend coverage fell to 1.0X, eliminating excess coverage. Blue ...
Business Wire • Dec 03, 2025
NEW YORK--(BUSINESS WIRE)--Coremont, a leading provider of real-time, multi-asset class portfolio management software and analytics, today announced a $40 million strategic growth investment from fund...
Seeking Alpha • Dec 02, 2025
This 8%-yielding machine is positioned for very strong upside, growing passive income, and relatively low risk. The market is ignoring this unrivaled combination of quality, growth, and high yield. Do...
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
Seeking Alpha • Nov 30, 2025
High-yield CEFs and covered call ETFs lure in investors with juicy yields. However, there are several hidden dangers lurking beneath the surface of many of these funds. There is a better way to genera...
Seeking Alpha • Nov 27, 2025
Blue Owl Capital Corporation offers a compelling deep value opportunity with a forward 12%+ dividend yield amid moderating AI excitement. OBDC is significantly undervalued, with fair value estimates 4...
Defense World • Nov 27, 2025
Boston Partners decreased its stake in Blue Owl Capital Inc. (NYSE: OWL) by 61.2% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,47...
TriplePoint Venture Growth BDC CorpView Chart
Ticker: TPVG
$6.58
Current Price
Participants: 2 insiders
Total Shares: 100,000
Total Value: $639,820
Timeframe: 0 days
Date Range: Dec 01, 2025 to Dec 01, 2025
👥 Participant Details:
Srivastava Sajal
Director
Date: Dec 01, 2025
50,000 shares
$319,910
@ $6.40/share
Labe James
Director
Date: Dec 01, 2025
50,000 shares
$319,910
@ $6.40/share
📈
Average P&L: 2.8% ($9,090 gain)
Valuation Metrics:
P/E Ratio: 7.9 (below Asset Management avg of 18.1)
Analyst Coverage:
Analyst Rating: B
Avg Price Target: $5.75 (-12.6% 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)
$23.29
Current Price
$25.76
Fair Value
Transaction Date: Dec 01, 2025
Shares: 75,000
Purchase Price: $22.40
Purchase Value: $1,680,000
📈
P&L: 4.0% ($66,750 gain)
Valuation Metrics:
Fair Value: $25.76 (10.6% undervalued vs current price)
P/E Ratio: 97.0 (below Health Information Services avg of 102.9)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $12.00 (-48.5% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 01, 2025
MOBILE, Ala.--(BUSINESS WIRE)--TruBridge (NASDAQ: TBRG), a leading provider of revenue cycle management and healthcare technology solutions for rural and community healthcare organizations, today anno...
$3.10
Current Price
Transaction Date: Dec 01, 2025
Shares: 430,531
Purchase Price: $3.14
Purchase Value: $1,352,083
📉
P&L: 1.3% ($17,437 loss)
Valuation Metrics:
P/E Ratio: 62.0 (above Software - Application avg of 55.2)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $5.25 (+69.4% vs current)
$15.16
Current Price
Transaction Date: Dec 01, 2025
Shares: 13,334
Purchase Price: $14.83
Purchase Value: $197,743
📈
P&L: 2.2% ($4,400 gain)
Valuation Metrics:
P/E Ratio: -26.1 (negative - Specialty Business Services avg: 32.2)
Analyst Coverage:
Analyst Rating: C
📰 Recent News (Last 7 Days):
GlobeNewsWire • Dec 03, 2025
Chicago-Based, $1.2 Billion Team Will Use PKS Investments as its Friendly Broker-Dealer Chicago-Based, $1.2 Billion Team Will Use PKS Investments as its Friendly Broker-Dealer
GlobeNewsWire • Dec 03, 2025
This addition underscores The Bank of Glen Burnie's commitment to strong, strategic growth and long-term financial stewardship This addition underscores The Bank of Glen Burnie's commitment to strong,...
PRNewsWire • Dec 03, 2025
Multi-year partnership launches Maple Leaf's national "Victory. But First, Protein" program and powers the next generation of Canadian athletes MISSISSAUGA, ON , Dec. 3, 2025 /PRNewswire/ - Today, the...
Business Wire • Dec 03, 2025
EL SEGUNDO, Calif.--(BUSINESS WIRE)--BODi (NASDAQ: BODI), the pioneer in digital at-home fitness, today announced an all-new collaboration with the Reebok Fitness App, giving members of their app the ...
WSJ • Dec 02, 2025
The retailer will create a new role of chief operating officer and name the heads of its geographic regions to senior leadership as it aims to refocus on performance sportswear.
Business Wire • Dec 02, 2025
SAN FRANCISCO & LAS VEGAS--(BUSINESS WIRE)--At AWS re:Invent, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), today announced that WRITER, a leader in agentic AI for the e...
Business Wire • Dec 02, 2025
CHRISTCHURCH, New Zealand--(BUSINESS WIRE)--Natural Pet Food Group, the parent company of K9 Natural and Feline Natural, is proud to announce it has teamed up with Pet Valu, Canada's leading specialty...
GlobeNewsWire • Dec 02, 2025
Veteran gastroenterologist and clinical development leader with deep expertise driving global Phase 2/3 programs across immunology, neurology, and gastrointestinal disease
PRNewsWire • Dec 02, 2025
Plus, Pop-Tarts introduces its first-ever Mascot Cam, driven by fan demand Key Points: Team Sprinkles and Team Swirls mascot rosters include a mix of bold newcomers and returning fan-favorites. The ne...
Business Wire • Dec 02, 2025
JASPER, Ind.--(BUSINESS WIRE)--Kimball Electronics, Inc. (Nasdaq: KE) today announced the Company is intensifying its focus on strategic development with the appointment of a new member to its leaders...
Newsfile Corp • Dec 02, 2025
NOT FOR DISSEMINATION IN THE UNITED STATES OR FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES Brisbane, Australia--(Newsfile Corp. - December 2, 2025) - Adyton Resources Corporation (TSXV: ADY) ("Adyton" o...
PYMNTS • Dec 01, 2025
Amazon and Google have teamed to help cloud service providers connect with each other. The tech giants' cloud units on Monday (Dec. 1) announced a new, jointly engineered multicloud networking solutio...
PRNewsWire • Dec 01, 2025
HERZLIYA, Israel , Dec. 1, 2025 /PRNewswire/ -- Playtika's World Series of Poker® (WSOP®) free-to-play app announced today a can't-miss season of action in collaboration with the National Football Le...
PRNewsWire • Dec 01, 2025
CARLSBAD, Calif. , Dec. 1, 2025 /PRNewswire/ -- Tyra Biosciences, Inc. (Nasdaq: TYRA), a clinical-stage biotechnology company focused on developing next-generation precision medicines that target larg...
Newsfile Corp • Dec 01, 2025
Toronto, Ontario--(Newsfile Corp. - December 1, 2025) - Minera Alamos Inc. (TSXV: MAI) (OTCQX: MAIFF) ("Minera Alamos" or the "Company") today reported unaudited financial results for the third quarte...
GlobeNewsWire • Nov 27, 2025
MONTRÉAL, Nov. 27, 2025 (GLOBE NEWSWIRE) -- Air Canada today proudly unveiled a special livery honouring our Canadian Olympians and Paralympians competing in the Milano Cortina 2026 Olympic and Paraly...
$39.78
Current Price
Transaction Date: Dec 01, 2025
Shares: 4,340
Purchase Price: $37.37
Purchase Value: $162,167
📈
P&L: 6.5% ($10,478 gain)
Valuation Metrics:
P/E Ratio: -82.9 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $50.00 (+25.7% vs current)
$12.78
Current Price
$5.90
Fair Value
Transaction Date: Dec 02, 2025
Shares: 10,000
Purchase Price: $12.84
Purchase Value: $128,400
📉
P&L: 0.5% ($600 loss)
Valuation Metrics:
Fair Value: $5.90 (53.8% overvalued vs current price)
P/E Ratio: 98.3 (above Specialty Business Services avg of 32.2)
Analyst Coverage:
Analyst Rating: B+
Avg Price Target: $13.13 (+2.7% vs current)
📰 Recent News (Last 7 Days):
Defense World • Nov 29, 2025
Geode Capital Management LLC increased its holdings in BrightView Holdings, Inc. (NYSE: BV) by 8.5% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund ow...
⚠️ 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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