Insider & Cluster Buy Highlights – December 29, 2025
📅 Published: December 29, 2025 at 01:25 PM UTC
5 Cluster Buys
On December 29, 2025, this newsletter featured 5 cluster buys detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 29, 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)
Seven Hills Realty TrustView Chart
Ticker: RMRM
$10.31
Current Price
52W: Low: $7.78 | High: $13.64
Participants: 2 insiders
Total Shares: 4,031,496
Total Value: $34,872,440
Timeframe: 0 days
Date Range: Dec 11, 2025 to Dec 11, 2025
👥 Participant Details:
PORTNOY ADAM D.
Director
Date: Dec 11, 2025
2,015,748 shares
$17,436,220
@ $8.65/share
P&L: +19.2% (+$3,346,142)
Tremont Realty Capital LLC
10% Owner
Date: Dec 11, 2025
2,015,748 shares
$17,436,220
@ $8.65/share
P&L: +19.2% (+$3,346,142)
📈
Average P&L: 19.2% ($3,346,142 gain)
Verrica Pharmaceuticals IncView Chart
Ticker: VRCA
$8.16
Current Price
52W: Low: $3.28 | High: $9.82
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:
Rosenberg Noah L.
Date: Nov 25, 2025
2,357 shares
$10,000
@ $4.24/share
P&L: +92.3% (+$9,234)
Zawitz David
Date: Nov 25, 2025
10,000 shares
$42,425
@ $4.24/share
P&L: +92.3% (+$39,175)
Rieger Jayson
Date: Nov 25, 2025
94,311 shares
$400,114
@ $4.24/share
P&L: +92.3% (+$369,463)
Manning Paul B
Date: Nov 25, 2025
1,375,380 shares
$5,835,050
@ $4.24/share
P&L: +92.3% (+$5,388,051)
Kirby John J.
Date: Nov 25, 2025
3,536 shares
$15,001
@ $4.24/share
P&L: +92.3% (+$13,852)
📈
Average P&L: 92.3% ($1,163,955 gain)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $17.00 (+108.3% vs current)
Navan, IncView Chart
Ticker: NAVN
$15.53
Current Price
52W: Low: $11.76 | High: $22.75
Participants: 5 insiders
Total Shares: 1,490,400
Total Value: $18,861,040
Timeframe: 0 days
Date Range: Dec 17, 2025 to Dec 17, 2025
👥 Participant Details:
HOROWITZ BENJAMIN A
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +22.8% (+$1,001,088)
Andreessen Horowitz Fund V, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +22.8% (+$1,001,088)
Andreessen Horowitz LSV Fund I, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +22.8% (+$1,001,088)
Andreessen Horowitz LSV Fund III, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +22.8% (+$1,001,088)
Williams Anre D
Date: Dec 17, 2025
100,000 shares
$1,272,480
@ $12.72/share
P&L: +22.0% (+$280,520)
📈
Average P&L: 22.6% ($856,974 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+54.0% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Dec 25, 2025
Navan leverages proprietary AI and data scale to disrupt business travel management, driving improved user experience and financials. NAVN's revenue growth remains robust at 29% YoY, with increasing g...
Defense World • Dec 24, 2025
Navan (NASDAQ: NAVN - Get Free Report) and Intellicheck Mobilisa (NASDAQ: IDN - Get Free Report) are both services companies, but which is the superior business? We will compare the two companies base...
Business Wire • Dec 22, 2025
PALO ALTO, Calif.--(BUSINESS WIRE)--Navan (NASDAQ: NAVN), the leading all-in-one business travel, payments, and expense management platform, today announced that it has been added to the broad-market ...
GuruFocus • Dec 22, 2025
Stock News Gold and silver set new records: Spot gold and silver surged to fresh allâtime highs on haven demand and rateâcut bets, with iShares MSCI Global
Andersen Group IncView Chart
Ticker: ANDG
$25.36
Current Price
52W: Low: $20.00 | High: $27.51
$1,205.10
Fair Value
Participants: 5 insiders
Total Shares: 290,426
Total Value: $5,794,316
Timeframe: 1 days
Date Range: Dec 17, 2025 to Dec 18, 2025
👥 Participant Details:
Durable Capital Partners LP
Date: Dec 17, 2025
250,000 shares
$5,147,500
@ $20.59/share
P&L: +23.2% (+$1,192,500)
JOYCE JOHN R
Date: Dec 18, 2025
10,422 shares
$166,752
@ $16.00/share
P&L: +58.5% (+$97,550)
Gunderson Robert V JR
Date: Dec 18, 2025
12,633 shares
$202,128
@ $16.00/share
P&L: +58.5% (+$118,245)
OLSON RONALD L
Date: Dec 18, 2025
7,896 shares
$126,336
@ $16.00/share
P&L: +58.5% (+$73,907)
Nicolai John
Date: Dec 18, 2025
9,475 shares
$151,600
@ $16.00/share
P&L: +58.5% (+$88,686)
📈
Average P&L: 51.4% ($314,177 gain)
Valuation Metrics:
Fair Value: $1,205.10 (4652.0% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C+
ALUMIS INCView Chart
Ticker: ALMS
$10.97
Current Price
52W: Low: $2.76 | High: $12.44
$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
Date: Nov 20, 2025
125,743 shares
$905,350
@ $7.20/share
P&L: +52.4% (+$474,051)
Tananbaum James B.
Director
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +48.6% (+$259,241)
Foresite Labs, LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +48.6% (+$259,241)
Foresite Capital Management VI LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +48.6% (+$259,241)
📈
Average P&L: 49.6% ($312,944 gain)
Valuation Metrics:
Fair Value: $4.90 (55.4% overvalued vs current price)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $20.00 (+82.3% vs current)
💼 Notable Individual Insider Buys (≥ $100,000)
No individual insider buys over $100,000 in 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.
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