On December 12, 2025, this newsletter featured 3 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 12, 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)
MA Specialty Credit Income FundView Chart
Ticker: SCISX
$24.93
Current Price
52W: Low: $24.85 | High: $25.26
Participants: 2 insiders
Total Shares: 150,715
Total Value: $3,752,400
Timeframe: 7 days
Date Range: Dec 03, 2025 to Dec 10, 2025
👥 Participant Details:
MA Eagle Holdings Fund
None
Date: Dec 03, 2025
98,569 shares
$2,452,400
@ $24.88/share
P&L: +0.2% (+$4,928)
MA Eagle II Holdings Fund
None
Date: Dec 10, 2025
52,146 shares
$1,300,000
@ $24.93/share
P&L: +0.0% (+$0)
📈
Average P&L: 0.1% ($2,464 gain)
Cardinal Infrastructure Group IncView Chart
Ticker: CDNL
$25.31
Current Price
52W: Low: $22.73 | High: $25.85
Participants: 4 insiders
Total Shares: 41,000
Total Value: $861,000
Timeframe: 0 days
Date Range: Dec 11, 2025 to Dec 11, 2025
👥 Participant Details:
Lee Richard Melvin Jr.
Director
Date: Dec 11, 2025
22,725 shares
$477,225
@ $21.00/share
P&L: +20.5% (+$97,945)
Zelman Ivy
Director
Date: Dec 11, 2025
2,275 shares
$47,775
@ $21.00/share
P&L: +20.5% (+$9,805)
Gidley Tiffany Leann
Officer
Date: Dec 11, 2025
6,000 shares
$126,000
@ $21.00/share
P&L: +20.5% (+$25,860)
Wimmer Richard Bennett
Director
Date: Dec 11, 2025
10,000 shares
$210,000
@ $21.00/share
P&L: +20.5% (+$43,100)
📈
Average P&L: 20.5% ($44,177 gain)
Valuation Metrics:
P/E Ratio: 38.3 (above Engineering & Construction avg of 32.2)
📰 Recent News (Last 7 Days):
GuruFocus • Dec 10, 2025
Guru Stock PicksPaul Tudor Jones has made the following transactions:Reduce in DOMO by 74.59%Sold out in ITAdd in BRY by 6686.5%New position in LDOSStock News F
GuruFocus • Dec 10, 2025
Cardinal Infrastructure Group (CDNL) made its Wall Street debut with notable momentum, opening roughly 9.5% above its IPO price after raising $241.5 million in
Reuters • Dec 09, 2025
Construction services provider Cardinal Infrastructure Group said on Tuesday it has raised about $241.5 million in its initial public offering in the United States.
PRNewsWire • Dec 09, 2025
RALEIGH, N.C. , Dec. 9, 2025 /PRNewswire/ -- Cardinal Infrastructure Group Inc. (NASDAQ: CDNL) ("Cardinal Group"), one of the Southern United States' fastest-growing, full-service turnkey infrastructu...
Seeking Alpha • Dec 06, 2025
The US IPO market entered the final stretch of the year with a few small listings, a wave of SPACs, and three notable deal launches on the calendar for the week ahead. With markets recovering from a r...
$3.86
Current Price
52W: Low: $2.56 | High: $4.00
Participants: 2 insiders
Total Shares: 158,560
Total Value: $578,744
Timeframe: 1 days
Date Range: Dec 10, 2025 to Dec 11, 2025
👥 Participant Details:
White Blaine Scott
Director
Date: Dec 10, 2025
101,500 shares
$370,475
@ $3.65/share
P&L: +5.8% (+$21,315)
KEENE HAROLD L
Director
Date: Dec 11, 2025
57,060 shares
$208,269
@ $3.65/share
P&L: +5.8% (+$11,983)
📈
Average P&L: 5.8% ($16,649 gain)
Valuation Metrics:
Fair Value: $7.16 (85.4% undervalued vs current price)
P/E Ratio: 9.4 (below Banks - Regional avg of 18.1)
Analyst Coverage:
Analyst Rating: A
💼 Notable Individual Insider Buys (≥ $100,000)
10% Owner
HYCROFT MINING HOLDING CORP ($HYMC)
Transaction Date: Dec 09, 2025
Shares: 300,000
Purchase Price: $11.74
Purchase Value: $3,522,000
📈
P&L: 5.3% ($186,000 gain)
Valuation Metrics:
P/E Ratio: -51.5
Analyst Coverage:
Analyst Rating: D+
📰 Recent News (Last 7 Days):
24/7 Wall Street • Dec 09, 2025
So far in December, the biggest reported insider buying came from beneficial owners boosting stakes in GE Aerospace (NYSE: GE), Hycroft Mining Holding Corp.
Benzinga • Dec 08, 2025
Movie theater company AMC Entertainment Holdings (NYSE: AMC) made a surprising move by snatching up a stake in gold mining company Hycroft Mining Corporation (NASDAQ: HYMC) back in 2022. Three years l...
Business Wire • Dec 05, 2025
LEAWOOD, Kan.--(BUSINESS WIRE)---- $AMC--AMC Entertainment Holdings, Inc. (NYSE: AMC) (“AMC” or “the Company”), today announced that it has completed a transaction to transfer the majority of its equi...
N/A
Construction Partners, Inc ($ROAD)
Transaction Date: Dec 09, 2025
Shares: 2,000
Purchase Price: $115.00
Purchase Value: $230,000
📉
P&L: 4.4% ($10,040 loss)
Valuation Metrics:
Fair Value: $82.05 (25.4% overvalued vs current price)
P/E Ratio: 59.8 (above Engineering & Construction avg of 32.2)
Analyst Coverage:
Analyst Rating: B-
Avg Price Target: $122.00 (+10.9% vs current)
📰 Recent News (Last 7 Days):
Defense World • Dec 07, 2025
Bosun Asset Management LLC purchased a new position in Construction Partners, Inc. (NASDAQ: ROAD) in the second quarter, according to the company in its most recent 13F filing with the SEC. The instit...
Officer
Celanese Corp ($CE)
Transaction Date: Dec 09, 2025
Shares: 5,000
Purchase Price: $41.03
Purchase Value: $205,150
📈
P&L: 4.3% ($8,800 gain)
Valuation Metrics:
Fair Value: $483.25 (1029.4% undervalued vs current price)
P/E Ratio: 7.6
Analyst Coverage:
Analyst Rating: B-
Avg Price Target: $49.33 (+15.3% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Dec 10, 2025
CE secures ISCC carbon footprint certification for its POM ECO-C grades, boosting customers' sustainability efforts across key production sites.
Business Wire • Dec 09, 2025
DALLAS--(BUSINESS WIRE)--CELANESE ACHIEVES ISCC CARBON FOOTPRINT CERTIFICATION FOR POM ECO-C GRADES, EXPANDING CIRCULAR ECONOMY LEADERSHIP.
Defense World • Dec 05, 2025
Givaudan (OTCMKTS:GVDNY - Get Free Report) and Celanese (NYSE: CE - Get Free Report) are both basic materials companies, but which is the better investment? We will compare the two companies based on ...
Defense World • Dec 05, 2025
Celanese (NYSE: CE - Get Free Report) and Perimeter Solutions (NYSE: PRM - Get Free Report) are both mid-cap basic materials companies, but which is the better business? We will compare the two compan...
N/A
DeFi Development Corp ($DFDV)
Transaction Date: Dec 10, 2025
Shares: 17,760
Purchase Price: $5.76
Purchase Value: $102,298
Valuation Metrics:
P/E Ratio: 1.6 (below Software - Infrastructure avg of 40.6)
Analyst Coverage:
Analyst Rating: B+
Avg Price Target: $25.00 (+337.8% vs current)
📰 Recent News (Last 7 Days):
GlobeNewsWire • Dec 05, 2025
BOCA RATON, FL, Dec. 05, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (“DFDV” or the “Company”), the first U.S. public company with a treasury strategy built around accumulating and ...
GlobeNewsWire • Dec 05, 2025
BOCA RATON, FL, Dec. 05, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (“DFDV” or the “Company”), the first U.S. public company with a treasury strategy built around accumulating and ...
Director
REPUBLIC SERVICES, INC ($RSG)
Transaction Date: Dec 09, 2025
Shares: 478
Purchase Price: $209.46
Purchase Value: $100,122
Valuation Metrics:
Fair Value: $316.37 (49.8% undervalued vs current price)
P/E Ratio: 31.3 (below Waste Management avg of 32.2)
Analyst Coverage:
Analyst Rating: A-
Avg Price Target: $247.50 (+17.2% vs current)
📰 Recent News (Last 7 Days):
Defense World • Dec 08, 2025
California Public Employees Retirement System decreased its holdings in Republic Services, Inc. (NYSE: RSG) by 16.8% in the second quarter, according to the company in its most recent disclosure with ...
Defense World • Dec 06, 2025
Edgestream Partners L.P. trimmed its stake in Republic Services, Inc. (NYSE: RSG) by 47.1% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 6,840 shares ...
Defense World • Dec 06, 2025
Baird Financial Group Inc. increased its position in Republic Services, Inc. (NYSE: RSG) by 12.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commis...
⚠️ 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.