Insider & Cluster Buy Highlights – January 05, 2026
📅 Published: January 05, 2026 at 01:57 PM UTC
5 Cluster Buys4 Insider Purchases
On January 05, 2026, this newsletter featured 5 cluster buys and 4 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – January 05, 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:
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
$8.30
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:
Kirby John J.
Date: Nov 25, 2025
3,536 shares
$15,001
@ $4.24/share
P&L: +95.6% (+$14,347)
Rieger Jayson
Date: Nov 25, 2025
94,311 shares
$400,114
@ $4.24/share
P&L: +95.6% (+$382,667)
Zawitz David
Date: Nov 25, 2025
10,000 shares
$42,425
@ $4.24/share
P&L: +95.6% (+$40,575)
Manning Paul B
Date: Nov 25, 2025
1,375,380 shares
$5,835,050
@ $4.24/share
P&L: +95.6% (+$5,580,604)
Rosenberg Noah L.
Date: Nov 25, 2025
2,357 shares
$10,000
@ $4.24/share
P&L: +95.6% (+$9,564)
📈
Average P&L: 95.6% ($1,205,551 gain)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $17.00 (+104.8% vs current)
Navan, IncView Chart
Ticker: NAVN
$16.25
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: +28.5% (+$1,251,360)
Andreessen Horowitz Fund V, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +28.5% (+$1,251,360)
Andreessen Horowitz LSV Fund III, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +28.5% (+$1,251,360)
Andreessen Horowitz LSV Fund I, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +28.5% (+$1,251,360)
Williams Anre D
Date: Dec 17, 2025
100,000 shares
$1,272,480
@ $12.72/share
P&L: +27.7% (+$352,520)
📈
Average P&L: 28.3% ($1,071,592 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+47.1% vs current)
📰 Recent News (Last 7 Days):
The Motley Fool • Jan 02, 2026
692,395 shares were acquired over three days for a total value of ~$9.4 million at a weighted average price of $13.51 per share. The transaction represented 12.42% of Andreessen Horowitz's indirect ho...
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...
Andersen Group IncView Chart
Ticker: ANDG
$24.38
Current Price
52W: Low: $20.00 | High: $27.51
$1,186.25
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: +18.4% (+$947,500)
Nicolai John
Date: Dec 18, 2025
9,475 shares
$151,600
@ $16.00/share
P&L: +52.4% (+$79,400)
JOYCE JOHN R
Date: Dec 18, 2025
10,422 shares
$166,752
@ $16.00/share
P&L: +52.4% (+$87,336)
Gunderson Robert V JR
Date: Dec 18, 2025
12,633 shares
$202,128
@ $16.00/share
P&L: +52.4% (+$105,865)
OLSON RONALD L
Date: Dec 18, 2025
7,896 shares
$126,336
@ $16.00/share
P&L: +52.4% (+$66,168)
📈
Average P&L: 45.6% ($257,254 gain)
Valuation Metrics:
Fair Value: $1,186.25 (4765.7% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C+
Transocean LtdView Chart
Ticker: RIG
$4.24
Current Price
52W: Low: $1.97 | High: $4.56
Participants: 3 insiders
Total Shares: 4,500,000
Total Value: $18,090,000
Timeframe: 0 days
Date Range: Nov 24, 2025 to Nov 24, 2025
👥 Participant Details:
Perestroika
Date: Nov 24, 2025
1,500,000 shares
$6,030,000
@ $4.02/share
P&L: +5.5% (+$330,000)
Mohn Frederik Wilhelm
Date: Nov 24, 2025
1,500,000 shares
$6,030,000
@ $4.02/share
P&L: +5.5% (+$330,000)
Perestroika (Cyprus) Ltd
Date: Nov 24, 2025
1,500,000 shares
$6,030,000
@ $4.02/share
P&L: +5.5% (+$330,000)
📈
Average P&L: 5.5% ($330,000 gain)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $4.50 (+6.1% vs current)
📰 Recent News (Last 7 Days):
GlobeNewsWire • Jan 05, 2026
STEINHAUSEN, Switzerland, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) (“Transocean”) today announced a contract award and an extension, respectively, for two of its drilling rigs.
💼 Notable Individual Insider Buys (≥ $100,000)
$58.25
Current Price
Transaction Date: Dec 22, 2025
Shares: 2,760
Purchase Price: $60.85
Purchase Value: $167,946
📉
P&L: 4.3% ($7,176 loss)
Analyst Coverage:
Analyst Rating: A-
$11.48
Current Price
Transaction Date: Dec 22, 2025
Shares: 12,966
Purchase Price: $11.29
Purchase Value: $146,386
📈
P&L: 1.7% ($2,464 gain)
Analyst Coverage:
Analyst Rating: A+
$10.02
Current Price
Transaction Date: Dec 30, 2025
Shares: 14,386
Purchase Price: $10.01
Purchase Value: $144,000
📈
P&L: 0.1% ($144 gain)
$20.82
Current Price
$2.43
Fair Value
Transaction Date: Dec 30, 2025
Shares: 4,729
Purchase Price: $21.15
Purchase Value: $100,018
📉
P&L: 1.6% ($1,561 loss)
Valuation Metrics:
Fair Value: $2.43 (88.3% overvalued vs current price)
Analyst Coverage:
Analyst Rating: C+
Avg Price Target: $36.20 (+73.9% vs current)
📰 Recent News (Last 7 Days):
Defense World • Jan 02, 2026
Immunome, Inc. (NASDAQ: IMNM - Get Free Report) CEO Clay Siegall purchased 4,729 shares of the firm's stock in a transaction on Tuesday, December 30th. The shares were purchased at an average cost of ...
⚠️ 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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