Insider & Cluster Buy Highlights – December 30, 2025
📅 Published: December 30, 2025 at 01:47 PM UTC
5 Cluster Buys5 Insider Purchases
On December 30, 2025, this newsletter featured 5 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 30, 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
$8.20
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: +93.3% (+$9,328)
Kirby John J.
Date: Nov 25, 2025
3,536 shares
$15,001
@ $4.24/share
P&L: +93.3% (+$13,994)
Manning Paul B
Date: Nov 25, 2025
1,375,380 shares
$5,835,050
@ $4.24/share
P&L: +93.3% (+$5,443,066)
Rieger Jayson
Date: Nov 25, 2025
94,311 shares
$400,114
@ $4.24/share
P&L: +93.3% (+$373,236)
Zawitz David
Date: Nov 25, 2025
10,000 shares
$42,425
@ $4.24/share
P&L: +93.3% (+$39,575)
📈
Average P&L: 93.3% ($1,175,840 gain)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $17.00 (+107.3% vs current)
Navan, IncView Chart
Ticker: NAVN
$16.50
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:
Williams Anre D
Date: Dec 17, 2025
100,000 shares
$1,272,480
@ $12.72/share
P&L: +29.7% (+$377,520)
Andreessen Horowitz Fund V, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +30.4% (+$1,338,260)
Andreessen Horowitz LSV Fund I, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +30.4% (+$1,338,260)
HOROWITZ BENJAMIN A
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +30.4% (+$1,338,260)
Andreessen Horowitz LSV Fund III, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +30.4% (+$1,338,260)
📈
Average P&L: 30.3% ($1,146,112 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+44.9% 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...
Andersen Group IncView Chart
Ticker: ANDG
$24.69
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: +19.9% (+$1,025,000)
Gunderson Robert V JR
Date: Dec 18, 2025
12,633 shares
$202,128
@ $16.00/share
P&L: +54.3% (+$109,781)
JOYCE JOHN R
Date: Dec 18, 2025
10,422 shares
$166,752
@ $16.00/share
P&L: +54.3% (+$90,567)
OLSON RONALD L
Date: Dec 18, 2025
7,896 shares
$126,336
@ $16.00/share
P&L: +54.3% (+$68,616)
Nicolai John
Date: Dec 18, 2025
9,475 shares
$151,600
@ $16.00/share
P&L: +54.3% (+$82,338)
📈
Average P&L: 47.4% ($275,260 gain)
Valuation Metrics:
Fair Value: $1,205.10 (4780.9% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C+
ALUMIS INCView Chart
Ticker: ALMS
$10.45
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: +45.1% (+$408,665)
Tananbaum James B.
Director
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +41.6% (+$221,691)
Foresite Capital Management VI LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +41.6% (+$221,691)
Foresite Labs, LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +41.6% (+$221,691)
📈
Average P&L: 42.5% ($268,434 gain)
Valuation Metrics:
Fair Value: $4.90 (53.1% overvalued vs current price)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $20.00 (+91.4% vs current)
💼 Notable Individual Insider Buys (≥ $100,000)
$4.54
Current Price
$1.74
Fair Value
Transaction Date: Dec 22, 2025
Shares: 5,383,513
Purchase Price: $4.53
Purchase Value: $24,379,239
📈
P&L: 0.3% ($61,910 gain)
Valuation Metrics:
Fair Value: $1.74 (61.8% overvalued vs current price)
Analyst Coverage:
Analyst Rating: A
Avg Price Target: $13.00 (+186.3% vs current)
$70.79
Current Price
$402.35
Fair Value
Transaction Date: Dec 23, 2025
Shares: 232,546
Purchase Price: $70.31
Purchase Value: $16,350,449
📈
P&L: 0.7% ($111,483 gain)
Valuation Metrics:
Fair Value: $402.35 (468.4% undervalued vs current price)
Analyst Coverage:
Analyst Rating: B+
Avg Price Target: $74.90 (+5.8% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 29, 2025
GREENWICH, Conn.--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) today announced the appointment of Erin Rotz as president of Berkley Fire & Marine. The appointment is effective immediately. M...
GuruFocus • Dec 26, 2025
Stock News Metals surge as stocks hold near records: Gold and silver hit fresh records while major U.S. indexes closed little changed; mining shares including F
GuruFocus • Dec 26, 2025
Stock News Record Powerball win in Arkansas: A single ticket sold at a Murphy USA (MUSA) station in Cabot, Arkansas, won the $1.817B Powerball jackpot; Arkansas
GuruFocus • Dec 25, 2025
Stock News Arkansas ticket wins $1.817B Powerball: A single ticket sold in Arkansas matched all numbers for the $1.817 billion Powerball jackpot, the second-lar
GuruFocus • Dec 24, 2025
Stock News Dow and S&P 500 close at records: The S&P 500 and Dow Jones notched fresh closing highs in a holiday-shortened session, with leadership from megacaps
GuruFocus • Dec 24, 2025
Stock News U.S. growth accelerates: U.S. GDP expanded at a 4.3% annualized pace in Q3, driven by consumer spending and net exports, though economists expect sof
Defense World • Dec 24, 2025
Cushing Capital Partners LLC acquired a new stake in W.R. Berkley Corporation (NYSE: WRB) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commiss...
GuruFocus • Dec 23, 2025
Guru Stock PicksThird Avenue Value Fund has made the following transactions:Reduce in XTER: BMW by 5.73%Sold out in XTER:MBGAdd in TSX: IFP by 56.31%New position
Seeking Alpha • Dec 23, 2025
W. R. Berkley Corporation maintains solid investment-grade credit ratings and a strong balance sheet with $43.7B in assets and $3.08B in debt. WRB's baby bonds, all investment-grade, currently trade b...
Defense World • Dec 23, 2025
Confluence Investment Management LLC lessened its position in W.R. Berkley Corporation (NYSE: WRB) by 2.6% during the undefined quarter, according to its most recent filing with the Securities and Exc...
Defense World • Dec 23, 2025
Coho Partners Ltd. reduced its stake in W.R. Berkley Corporation (NYSE: WRB) by 43.1% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange ...
$16.50
Current Price
Transaction Date: Dec 22, 2025
Shares: 334,112
Purchase Price: $15.90
Purchase Value: $5,312,381
📈
P&L: 3.8% ($200,467 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+44.9% 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...
$16.50
Current Price
Transaction Date: Dec 22, 2025
Shares: 334,112
Purchase Price: $15.90
Purchase Value: $5,312,381
📈
P&L: 3.8% ($200,467 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+44.9% 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...
$16.50
Current Price
Transaction Date: Dec 22, 2025
Shares: 334,112
Purchase Price: $15.90
Purchase Value: $5,312,381
📈
P&L: 3.8% ($200,467 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+44.9% 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...
⚠️ 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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