Insider & Cluster Buy Highlights – January 02, 2026
📅 Published: January 02, 2026 at 01:25 PM UTC
5 Cluster Buys5 Insider Purchases
On January 02, 2026, this newsletter featured 5 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – January 02, 2026
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:
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)
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)
📈
Average P&L: 19.2% ($3,346,142 gain)
Navan, IncView Chart
Ticker: NAVN
$17.08
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:
Andreessen Horowitz LSV Fund I, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +35.0% (+$1,539,868)
HOROWITZ BENJAMIN A
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +35.0% (+$1,539,868)
Williams Anre D
Date: Dec 17, 2025
100,000 shares
$1,272,480
@ $12.72/share
P&L: +34.2% (+$435,520)
Andreessen Horowitz Fund V, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +35.0% (+$1,539,868)
Andreessen Horowitz LSV Fund III, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +35.0% (+$1,539,868)
📈
Average P&L: 34.9% ($1,318,998 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+40.0% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Dec 31, 2025
Navan is rated a buy, driven by a vast underpenetrated market, enterprise traction, and AI-enabled cost advantages. NAVN's land-and-expand model leverages travel booking to onboard clients, then cross...
GuruFocus • Dec 30, 2025
Stock News Asia stocks soften as SoftBank moves on data centers: SoftBank Group (TYO:9984) shares slipped after announcing a $4B deal to acquire DigitalBridge (
Navan (NASDAQ:NAVN) Major Shareholder Horowitz Lsv Fund Andreessen Purchases 167,519 Shares of Stock
Defense World • Dec 30, 2025
Navan, Inc. (NASDAQ: NAVN - Get Free Report) major shareholder Horowitz Lsv Fund Andreessen bought 167,519 shares of the stock in a transaction dated Wednesday, December 24th. The shares were bought a...
Defense World • Dec 30, 2025
Navan, Inc. (NASDAQ: NAVN - Get Free Report) Director Benjamin Horowitz purchased 99,502 shares of the firm's stock in a transaction on Monday, December 29th. The shares were acquired at an average co...
Defense World • Dec 30, 2025
Navan, Inc. (NASDAQ: NAVN - Get Free Report) major shareholder Horowitz Lsv Fund Andreessen acquired 99,502 shares of the firm's stock in a transaction that occurred on Monday, December 29th. The shar...
Verrica Pharmaceuticals IncView Chart
Ticker: VRCA
$8.31
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:
Rieger Jayson
Date: Nov 25, 2025
94,311 shares
$400,114
@ $4.24/share
P&L: +95.9% (+$383,610)
Manning Paul B
Date: Nov 25, 2025
1,375,380 shares
$5,835,050
@ $4.24/share
P&L: +95.9% (+$5,594,358)
Rosenberg Noah L.
Date: Nov 25, 2025
2,357 shares
$10,000
@ $4.24/share
P&L: +95.9% (+$9,587)
Kirby John J.
Date: Nov 25, 2025
3,536 shares
$15,001
@ $4.24/share
P&L: +95.9% (+$14,383)
Zawitz David
Date: Nov 25, 2025
10,000 shares
$42,425
@ $4.24/share
P&L: +95.9% (+$40,675)
📈
Average P&L: 95.9% ($1,208,523 gain)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $17.00 (+104.6% vs current)
Andersen Group IncView Chart
Ticker: ANDG
$25.93
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: +25.9% (+$1,335,000)
OLSON RONALD L
Date: Dec 18, 2025
7,896 shares
$126,336
@ $16.00/share
P&L: +62.1% (+$78,407)
JOYCE JOHN R
Date: Dec 18, 2025
10,422 shares
$166,752
@ $16.00/share
P&L: +62.1% (+$103,490)
Gunderson Robert V JR
Date: Dec 18, 2025
12,633 shares
$202,128
@ $16.00/share
P&L: +62.1% (+$125,446)
Nicolai John
Date: Dec 18, 2025
9,475 shares
$151,600
@ $16.00/share
P&L: +62.1% (+$94,087)
📈
Average P&L: 54.8% ($347,286 gain)
Valuation Metrics:
Fair Value: $1,205.10 (4547.5% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C+
ALUMIS INCView Chart
Ticker: ALMS
$9.76
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: +35.6% (+$321,902)
Foresite Labs, LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +32.2% (+$171,865)
Foresite Capital Management VI LLC
10% Owner
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +32.2% (+$171,865)
Tananbaum James B.
Director
Date: Nov 21, 2025
72,212 shares
$532,925
@ $7.38/share
P&L: +32.2% (+$171,865)
📈
Average P&L: 33.1% ($209,374 gain)
Valuation Metrics:
Fair Value: $4.90 (49.8% overvalued vs current price)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $20.00 (+104.9% vs current)
💼 Notable Individual Insider Buys (≥ $100,000)
$42.14
Current Price
Transaction Date: Dec 29, 2025
Shares: 8,638
Purchase Price: $41.85
Purchase Value: $361,534
📈
P&L: 0.7% ($2,471 gain)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $50.00 (+18.7% vs current)
Narrogal Nominees Pty Ltd ATF Gregory K O'Neill Family TrustView Chart
10% Owner
Prairie Operating Co ($CRKR)
$0.52
Current Price
Transaction Date: Dec 29, 2025
Shares: 210,981
Purchase Price: $1.61
Purchase Value: $339,806
📉
P&L: 68.0% ($231,151 loss)
$90.00
Current Price
Transaction Date: Dec 26, 2025
Shares: 2,978
Purchase Price: $97.00
Purchase Value: $288,866
📉
P&L: 7.2% ($20,846 loss)
Analyst Coverage:
Analyst Rating: C-
Avg Price Target: $97.00 (+7.8% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Jan 01, 2026
Stock News Street sets 2026 expectations: Wall Street sees the S&P 500 posting modest-to-mid-teens gains in 2026 after a 16.39% rise in 2025, with AI leaders li
Defense World • Jan 01, 2026
Merus N.V. (NASDAQ: MRUS - Get Free Report) major shareholder A/S Genmab bought 2,978 shares of Merus stock in a transaction on Friday, December 26th. The shares were purchased at an average cost of $...
GuruFocus • Dec 31, 2025
Stock News Buffett hands CEO role to Abel: Berkshire Hathaway (BRK.B) founder Warren Buffett (Trades, Portfolio) stepped down as CEO after six decades, remainin
GuruFocus • Dec 31, 2025
Stock News Buffett hands reins at Berkshire: Berkshire Hathaway (BRK.B) founder Warren Buffett (Trades, Portfolio), 95, steps down as CEO with Greg Abel to take
GuruFocus • Dec 30, 2025
Guru Stock PicksChris Davis has made the following transactions:Reduce in MSFT by 78.91%Sold out in CPNGAdd in OC by 0.47%New position in PINSCarl Icahn has mad
GuruFocus • Dec 30, 2025
Stock News Asia stocks soften as SoftBank moves on data centers: SoftBank Group (TYO:9984) shares slipped after announcing a $4B deal to acquire DigitalBridge (
Defense World • Dec 30, 2025
Merus N.V. (NASDAQ: MRUS - Get Free Report) major shareholder A/S Genmab acquired 15,710 shares of the firm's stock in a transaction that occurred on Monday, December 22nd. The stock was purchased at ...
Defense World • Dec 27, 2025
Merus N.V. (NASDAQ: MRUS - Get Free Report) saw some unusual options trading on Friday. Traders acquired 52,417 call options on the stock. This is an increase of 3,555% compared to the typical volume ...
$2.89
Current Price
Transaction Date: Dec 29, 2025
Shares: 100,000
Purchase Price: $2.74
Purchase Value: $274,270
📈
P&L: 5.4% ($14,730 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $8.00 (+176.8% vs current)
📰 Recent News (Last 7 Days):
Defense World • Jan 01, 2026
Airship AI Holdings, Inc. (NASDAQ: AISP - Get Free Report) President Paul Allen acquired 100,000 shares of the firm's stock in a transaction that occurred on Monday, December 29th. The stock was acqui...
Defense World • Dec 30, 2025
Shares of Airship AI Holdings, Inc. (NASDAQ: AISP - Get Free Report) traded down 2.5% during trading on Monday. The company traded as low as $2.71 and last traded at $2.76. 1,099,730 shares traded han...
$6.54
Current Price
Transaction Date: Dec 29, 2025
Shares: 27,410
Purchase Price: $6.34
Purchase Value: $173,911
📈
P&L: 3.1% ($5,350 gain)
Analyst Coverage:
Analyst Rating: B
Avg Price Target: $5.75 (-12.1% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Dec 31, 2025
BDC net investment income levels are declining as the Fed lowers rates. Despite lower base rates, I see no reason to rotate out of the BDC sector. In the article I detail how BDCs have outperformed th...
TriplePoint Venture Growth BDC Corp. (NYSE:TPVG) Receives Consensus Rating of “Reduce” from Analysts
Defense World • Dec 31, 2025
Shares of TriplePoint Venture Growth BDC Corp. (NYSE: TPVG - Get Free Report) have earned an average rating of "Reduce" from the seven ratings firms that are currently covering the firm, MarketBeat.co...
GuruFocus • Dec 29, 2025
Guru Stock PicksChris Davis has made the following transactions:Reduce in COF by 6.43%Sold out in CPNGAdd in VTRS by 4.47%New position in CHYMHennessy Japan Sma
⚠️ 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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