Insider & Cluster Buy Highlights – February 06, 2026
📅 Published: February 06, 2026 at 01:50 PM UTC
3 Cluster Buys5 Insider Purchases
On February 06, 2026, this newsletter featured 3 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – February 06, 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)
Veradermics Inc.View ChartFinancials
Ticker: MANE
$37.16
Current Price
52W: Low: $32.00 | High: $40.11
Participants: 4 insiders
Total Shares: 2,561,763
Total Value: $43,549,971
Timeframe: 0 days
Date Range: Feb 05, 2026 to Feb 05, 2026
👥 Participant Details:
Coric Vlad
Director
Date: Feb 05, 2026
58,823 shares
$999,991
@ $17.00/share
P&L: +118.6% (+$1,185,872)
Coric Vlad
Director
Date: Feb 05, 2026
58,823 shares
$999,991
@ $17.00/share
P&L: +118.6% (+$1,185,872)
ENRIGHT PATRICK G
Director
Date: Feb 05, 2026
882,353 shares
$15,000,001
@ $17.00/share
P&L: +118.6% (+$17,788,236)
ENRIGHT PATRICK G
Director
Date: Feb 05, 2026
192,647 shares
$3,274,999
@ $17.00/share
P&L: +118.6% (+$3,883,764)
Longitude Capital Partners V, LLC
10% Owner
Date: Feb 05, 2026
882,353 shares
$15,000,001
@ $17.00/share
P&L: +118.6% (+$17,788,236)
Longitude Capital Partners V, LLC
10% Owner
Date: Feb 05, 2026
192,647 shares
$3,274,999
@ $17.00/share
P&L: +118.6% (+$3,883,764)
CHILDS JOHN W
Director
Date: Feb 05, 2026
294,117 shares
$4,999,989
@ $17.00/share
P&L: +118.6% (+$5,929,399)
📈 Average P&L: +118.6% (+7,377,877)
Current Price: $37.16
📰 Recent News (Last 7 Days):
Business Wire • Feb 05, 2026
NEW HAVEN, Conn.--(BUSINESS WIRE)--Veradermics, Incorporated (“Veradermics”), (NYSE: MANE) a dermatologist-founded, late clinical-stage biopharmaceutical company focused on developing innovative thera...
GuruFocus • Feb 04, 2026
Guru Stock PicksAzvalor Internacional FI has made the following transactions:Reduce in XMAD: PSG by 98.37%Sold out in BAAdd in XMAD: COL by 6.77%New position in A
Business Wire • Feb 03, 2026
NEW HAVEN, Conn.--(BUSINESS WIRE)--Veradermics, Incorporated (“Veradermics”), (NYSE: MANE) a dermatologist-founded, late clinical-stage biopharmaceutical company focused on developing innovative thera...
Cavco Industries, Inc.View ChartFinancials
Ticker: CVCO
$522.96
Current Price
52W: Low: $393.53 | High: $713.01
$576.42
Fair Value
Participants: 3 insiders
Total Shares: 1,800
Total Value: $866,594
Timeframe: 2 days
Date Range: Feb 02, 2026 to Feb 04, 2026
👥 Participant Details:
MOSTER STEVEN W
Director
Date: Feb 02, 2026
300 shares
$136,869
@ $456.23/share
P&L: +14.6% (+$20,019)
Greenblatt David A.
Director
Date: Feb 03, 2026
400 shares
$184,972
@ $462.43/share
P&L: +13.1% (+$24,212)
Greenblatt David A.
Director
Date: Feb 03, 2026
13 shares
$6,253
@ $481.00/share
P&L: +8.7% (+$545)
Boor William C
Director
Date: Feb 04, 2026
1,000 shares
$495,000
@ $495.00/share
P&L: +5.6% (+$27,960)
Greenblatt David A.
Director
Date: Feb 04, 2026
87 shares
$43,500
@ $500.00/share
P&L: +4.6% (+$1,998)
📈 Average P&L: +9.3% (+14,947)
Current Price: $522.96
📊 Valuation & Analyst Info:
Fair Value: $576.42 (10.2% undervalued vs current price)
Analyst Rating: A-
Avg Price Target: $399.86 (-23.5% vs current)
📰 Recent News (Last 7 Days):
Seeking Alpha • Feb 03, 2026
As often happens when quarterly earnings disappoint, Wall Street gave Cavco shares a noteworthy pounding after the company reported its third fiscal quarter. Usually, I consider beats or misses as imp...
Defense World • Feb 01, 2026
Cavco Industries (NASDAQ: CVCO) reported third-quarter fiscal 2026 results shaped by the closing of its American Homestar acquisition, while also navigating a seasonal slowdown in industry shipments a...
Seeking Alpha • Jan 30, 2026
Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript
Greif, Inc.View ChartFinancials
Ticker: GEF
$73.96
Current Price
52W: Low: $48.23 | High: $75.86
$25.62
Fair Value
Participants: 2 insiders
Total Shares: 18,622
Total Value: $1,653,505
Timeframe: 1 days
Date Range: Feb 03, 2026 to Feb 04, 2026
👥 Participant Details:
Hilsheimer Lawrence A.
Officer
Date: Feb 03, 2026
5,000 shares
$440,905
@ $88.18/share
P&L: -16.1% ($71,105)
Sathyanarayanan Bala
Officer
Date: Feb 03, 2026
100 shares
$8,769
@ $87.69/share
P&L: -15.7% ($1,373)
Hilsheimer Lawrence A.
Officer
Date: Feb 03, 2026
6,617 shares
$574,620
@ $86.84/share
P&L: -14.8% ($85,227)
Sathyanarayanan Bala
Officer
Date: Feb 04, 2026
100 shares
$8,997
@ $89.97/share
P&L: -17.8% ($1,601)
Hilsheimer Lawrence A.
Officer
Date: Feb 04, 2026
6,475 shares
$590,534
@ $91.20/share
P&L: -18.9% ($111,643)
Hilsheimer Lawrence A.
Officer
Date: Feb 04, 2026
230 shares
$20,831
@ $90.57/share
P&L: -18.3% ($3,820)
Sathyanarayanan Bala
Officer
Date: Feb 04, 2026
100 shares
$8,848
@ $88.48/share
P&L: -16.4% ($1,452)
📉 Average P&L: -16.9% (-39,460)
Current Price: $73.96
📊 Valuation & Analyst Info:
Fair Value: $25.62 (65.4% overvalued vs current price)
Analyst Rating: A
Avg Price Target: $75.33 (+1.9% vs current)
📰 Recent News (Last 7 Days):
Defense World • Feb 02, 2026
Thrivent Financial for Lutherans increased its position in Greif, Inc. (NYSE: GEF) by 6.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exch...
Defense World • Jan 30, 2026
Greif (NYSE: GEF) reported fiscal first-quarter 2026 results that management said were consistent with expectations despite continued softness in industrial demand, while highlighting margin improveme...
💼 Notable Individual Insider Buys (≥ $100,000)
$13.10
Current Price
$9.19
Fair Value
Transaction Date: Feb 03, 2026
Shares: 700,741
Purchase Price: $12.13
Purchase Value: $8,499,988
📈
P&L: 8.0% ($679,719 gain)
📊 Valuation & Analyst Info:
Fair Value: $9.19 (29.9% overvalued vs current price)
Analyst Rating: C
Avg Price Target: $18.00 (+37.4% vs current)
📰 Recent News (Last 7 Days):
GlobeNewsWire • Feb 04, 2026
Cambridge, Massachusetts, Feb. 04, 2026 (GLOBE NEWSWIRE) -- ProMIS Neurosciences, Inc. (Nasdaq: PMN), a clinical-stage biotechnology company developing next-generation therapies for Alzheimer's diseas...
GlobeNewsWire • Jan 30, 2026
Extends cash runway into 2028 Proceeds expected to enable completion of ProMIS' landmark Phase 1b AD study and support execution of key clinical milestones Blinded 6-month top-line data expected mid-...
$132.52
Current Price
$21.64
Fair Value
Transaction Date: Feb 05, 2026
Shares: 7,665
Purchase Price: $131.94
Purchase Value: $1,011,320
📈
P&L: 0.4% ($4,446 gain)
📊 Valuation & Analyst Info:
Fair Value: $21.64 (83.7% overvalued vs current price)
Analyst Rating: B
Avg Price Target: $136.10 (+2.7% vs current)
📰 Recent News (Last 7 Days):
Defense World • Feb 05, 2026
Federated Hermes Inc. raised its position in shares of Johnson Controls International plc (NYSE: JCI) by 41.4% during the third quarter, according to its most recent Form 13F filing with the Securitie...
Defense World • Feb 05, 2026
Johnson Controls International (NYSE: JCI) reported what executives called a strong start to fiscal 2026, citing record orders, accelerating momentum in data centers and life sciences, and continued p...
Defense World • Feb 05, 2026
Johnson Controls International plc (NYSE: JCI - Get Free Report)'s share price gapped up prior to trading on Wednesday following a stronger than expected earnings report. The stock had previously clos...
Defense World • Feb 05, 2026
Johnson Controls International plc (NYSE: JCI - Get Free Report) has earned a consensus rating of "Moderate Buy" from the twenty-one brokerages that are currently covering the firm, MarketBeat.com rep...
Defense World • Feb 05, 2026
Johnson Controls International plc (NYSE: JCI - Get Free Report) was the recipient of some unusual options trading on Wednesday. Stock investors bought 19,207 call options on the company. This represe...
GuruFocus • Feb 04, 2026
Revenue Growth: 6% increase in organic revenue.Adjusted EBIT Margin: Expanded by 190 basis points to 12.4%.Adjusted EPS: Increased nearly 40% to $0.89, exceedi
Zacks Investment Research • Feb 04, 2026
JCI delivers a strong Q1 beat with higher earnings, revenue growth across regions and margin expansion backed by lower SG&A.
Seeking Alpha • Feb 04, 2026
Johnson Controls International plc (JCI) Q1 2026 Earnings Call Transcript
Zacks Investment Research • Feb 04, 2026
Although the revenue and EPS for Johnson Controls (JCI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with W...
PRNewsWire • Feb 04, 2026
Q1 sales increased 7% and organic sales increased 6%* Q1 GAAP EPS of $0.90; Q1 Adjusted EPS* of $0.89 Q1 Orders +39% organically year-over-year Backlog of $18.2 billion increased 20% organically year-...
PRNewsWire • Feb 03, 2026
With up to 3.5MW of cooling, the YORK YDAM delivers up to 20% increased capacity density than other available solutions. The compact design is ideal for multistory data centers with high density workl...
Zacks Investment Research • Feb 02, 2026
JCI heads into Q1 earnings with revenue and EPS growth expected, driven by HVAC and services, despite rising costs and FX pressure.
PRNewsWire • Feb 02, 2026
Factory-installed solution delivers 10 times the number of performance indicators than standard building automation system connections. Advanced analytics enabled by AI help operators optimize ongoing...
PRNewsWire • Feb 02, 2026
Comprehensive guides address water-cooled, air-cooled and absorption chiller use cases, integrated with advanced building controls, for next-generation AI factories MILWAUKEE, Feb. 2, 2026 /PRNewswire...
PRNewsWire • Feb 02, 2026
High lift compressor enables the use of dry coolers in place of traditional cooling towers, eliminating water consumption entirely. Expanded operating range supports high temperature heat pump and hea...
Defense World • Feb 02, 2026
Convergence Investment Partners LLC lessened its stake in Johnson Controls International plc (NYSE: JCI) by 50.1% during the third quarter, according to the company in its most recent 13F filing with ...
Defense World • Feb 02, 2026
AGF Management Ltd. decreased its position in shares of Johnson Controls International plc (NYSE: JCI) by 5.1% during the undefined quarter, according to its most recent filing with the Securities and...
Zacks Investment Research • Jan 30, 2026
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Johnson Controls (JCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for...
PRNewsWire • Jan 30, 2026
MILWAUKEE, Jan. 30, 2026 /PRNewswire/ -- Johnson Controls (NYSE: JCI), the global leader for smart, healthy and sustainable buildings, has been named to Fortune's 2026 list of the World's Most Admired...
📊 Recent Earnings: Feb 04, 2026
EPS: $0.89 (est: $0.84)
Revenue: $5,797,000,000M (est: $5,639,163,661M)
$18.85
Current Price
$51.36
Fair Value
Transaction Date: Feb 03, 2026
Shares: 27,000
Purchase Price: $18.64
Purchase Value: $503,280
📈
P&L: 1.1% ($5,670 gain)
📊 Valuation & Analyst Info:
Fair Value: $51.36 (172.5% undervalued vs current price)
Analyst Rating: A
Avg Price Target: $20.00 (+6.1% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Feb 02, 2026
AAWH, AYTU and BCAL have been added to the Zacks Rank #5 (Strong Sell) List on February 2, 2026.
$6.23
Current Price
Transaction Date: Feb 05, 2026
Shares: 78,685
Purchase Price: $6.35
Purchase Value: $499,925
📉
P&L: 1.9% ($9,718 loss)
📊 Valuation & Analyst Info:
Analyst Rating: C
Avg Price Target: $7.08 (+13.6% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Feb 04, 2026
LUMN beats Q4 earnings estimates as AI-driven fiber demand fuels $13B in PCF deals, while quarterly revenues decline year over year.
Seeking Alpha • Feb 04, 2026
Lumen Technologies delivered a strong non-GAAP EPS beat in 4Q25, driven by aggressive cost controls amid ongoing top-line decline. LUMN's $5.75B AT&T transaction materially reduced debt, cut interest ...
Seeking Alpha • Feb 03, 2026
Lumen Technologies is executing a major turnaround, divesting legacy assets and targeting AI-driven growth. The recent fiber sale to AT&T provided critical capital for debt reduction, helping to signi...
Zacks Investment Research • Feb 03, 2026
The headline numbers for Lumen (LUMN) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimat...
Seeking Alpha • Feb 03, 2026
Lumen Technologies, Inc. (LUMN) Q4 2025 Earnings Call Transcript
Zacks Investment Research • Feb 03, 2026
Lumen (LUMN) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of a loss of $0.21 per share. This compares to earnings of $0.09 per share a year ago.
The Motley Fool • Feb 03, 2026
Sold 2,550,000 shares of Lumen Technologies; estimated trade size was $15.61 million based on quarterly average pricing. Quarter-end position value decreased by $15.61 million, reflecting both the sha...
Reuters • Feb 03, 2026
Lumen Technologies forecast annual free cash flow exceeding Wall Street estimates on Tuesday, after posting a surprise adjusted profit in the fourth quarter, driven by strong demand for its connectivi...
Business Wire • Feb 03, 2026
DENVER--(BUSINESS WIRE)--Lumen Technologies (NYSE: LUMN) reported results for the fourth quarter and full year ended Dec. 31, 2025. AT&T Transaction Closes: Completed the $5.75 billion transaction wit...
Business Wire • Feb 03, 2026
DENVER--(BUSINESS WIRE)--Lumen Technologies (NYSE: LUMN) today announced that Jeff Sharritts has been appointed Executive Vice President and Chief Revenue Officer, effective Feb. 4, 2026. He will repo...
Zacks Investment Research • Feb 03, 2026
T completes $5.75 billion Lumen fiber deal, adding 1M+ subscribers and 4M fiber-enabled locations across 32 states.
24/7 Wall Street • Feb 03, 2026
Lumen Technologies (NYSE: LUMN) reports FY2025 full-year and Q4 earnings today after market close at 4:01 p.m.
GlobeNewsWire • Feb 03, 2026
LONDON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- SeenThis, the video advertising partner transforming how brands distribute video across the open web, today announced the next phase of its partnership with L...
The Motley Fool • Feb 02, 2026
CapWealth Advisors, LLC increased its Lumen Technologies stake by 704,970 shares. The quarter-end value of the position rose by $14.54 million, reflecting both additional shares and price appreciation...
Business Wire • Feb 02, 2026
DENVER--(BUSINESS WIRE)--Lumen Technologies (NYSE: LUMN) today announced that it has completed the sale of its Mass Markets fiber-to-the-home business in eleven states, including Quantum Fiber, to AT&...
PRNewsWire • Feb 02, 2026
DALLAS, Feb. 2, 2026 /PRNewswire/ -- Deal extends AT&T's industry-leading, award-winning fiber home internet service to 32 states, bringing millions of Americans the simple, seamless and trusted exp...
Zacks Investment Research • Jan 30, 2026
LUMN heads into Q4 earnings with AI-fueled PCF momentum, rising NaaS adoption and cost cuts amid ongoing legacy revenue pressure.
📊 Recent Earnings: Feb 03, 2026
EPS: $0.23 (est: $-0.21)
Revenue: $3,041,000,000M (est: $2,946,605,400M)
$58.54
Current Price
$106.96
Fair Value
Transaction Date: Feb 04, 2026
Shares: 5,000
Purchase Price: $60.23
Purchase Value: $301,158
📉
P&L: 2.8% ($8,458 loss)
📊 Valuation & Analyst Info:
Fair Value: $106.96 (82.7% undervalued vs current price)
Analyst Rating: B+
Avg Price Target: $58.50 (-0.1% vs current)
📰 Recent News (Last 7 Days):
Defense World • Feb 06, 2026
Washington Trust Bancorp (NASDAQ: WASH - Get Free Report) and Bancorp (NASDAQ: TBBK - Get Free Report) are both finance companies, but which is the better business? We will contrast the two companies ...
Accesswire • Feb 05, 2026
SANTA ANA, CA / ACCESS Newswire / February 5, 2026 / Infinity Bancorp (OTCQB:INFT) (the "Company" or "Bancorp"), the holding company for Infinity Bank (the "Bank"), today announced the approval of a q...
Seeking Alpha • Feb 05, 2026
NB Bancorp is rated Buy, supported by a forward PE below 10, robust buyback plans, and improving operating metrics post-merger. The Provident Bancorp merger drove significant asset and loan growth, wi...
GlobeNewsWire • Feb 05, 2026
OTTAWA, Ill., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Ottawa Bancorp, Inc. (the “Company”) (OTCQX: OTTW), the holding company for OSB Community Bank (the “Bank”), announced net income of $0.3 million, or $0...
Business Wire • Feb 05, 2026
FRANKLIN, Ind.--(BUSINESS WIRE)--(OTCID: TDCB) - Third Century Bancorp (“Company”), the holding company for Mutual Savings Bank (“Bank”), announced it recorded unaudited net income of $550,000 for the...
Zacks Investment Research • Feb 05, 2026
Chain Bridge Bancorp, Inc. (CBNA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Zacks Investment Research • Feb 05, 2026
Fifth Third Bancorp (FITB) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Business Wire • Feb 04, 2026
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed merger of Northfield Ban...
Seeking Alpha • Feb 04, 2026
German American Bancorp delivered record Q4 2025 profit, driven by a robust 4.13% net interest margin and disciplined loan loss provisioning. GABC increased its dividend for the 14th consecutive year,...
GlobeNewsWire • Feb 03, 2026
EFFINGHAM, Ill., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Midland States Bancorp, Inc. (Nasdaq: MSBI) announced today that its Board of Directors declared a quarterly cash dividend of $0.32 per share of its ...
Business Wire • Feb 03, 2026
WATSEKA, Ill.--(BUSINESS WIRE)--IF Bancorp, Inc. (“IF Bancorp”) (NASDAQ: IROQ), the holding company for Iroquois Federal Savings and Loan Association, announced today that its shareholders approved th...
Zacks Investment Research • Feb 03, 2026
LARK reported higher Q4 earnings year over year, driven by strong net interest income, margin expansion and improved profitability metrics.
Accesswire • Feb 03, 2026
MARTINS FERRY, OH / ACCESS Newswire / February 3, 2026 / United Bancorp, Inc. (NASDAQ:UBCP) reported diluted earnings per share of $0.35 and net income of $2,035,000 for the three months ended Decembe...
Seeking Alpha • Feb 03, 2026
Customers Bancorp has lagged its regional peers on the heels of a seemingly disappointing earnings report. A closer look at the fundamentals suggest that CUBI stock might have been unfairly punished. ...
PRNewsWire • Feb 02, 2026
SUN VALLEY, Calif., Feb. 2, 2026 /PRNewswire/ -- Mission Valley Bancorp (OTCQX: MVLY, "Mission Valley", or the "Company") announced today net income of $3.1 million, or $0.93 per diluted share, for th...
Business Wire • Feb 02, 2026
HILLSDALE, Mich.--(BUSINESS WIRE)--CNB Community Bancorp, Inc. Announces Stock Repurchase Program.
GlobeNewsWire • Feb 02, 2026
Full Year 2025 Highlights Record annual net income of $93.6 million, an increase of $5.1 million compared to 2024; basic earnings per common share of $134.96, up 11.52% from the prior year; and dilute...
GlobeNewsWire • Feb 02, 2026
YUBA CITY, Calif., Feb. 02, 2026 (GLOBE NEWSWIRE) -- River Valley Community Bancorp (“RVCB” or “the Company”) (OTC markets: RVCB), today announced an increase to the amount of stock authorized to be p...
Business Wire • Feb 02, 2026
ELMER, N.J.--(BUSINESS WIRE)--ELMER BANCORP, INC. (“Elmer Bancorp” or the “Company”) (OTCID: ELMA), parent company of The First National Bank of Elmer (the “Bank”), announced that the Board of Directo...
Accesswire • Feb 02, 2026
SANTA BARBARA, CA / ACCESS Newswire / February 2, 2026 / American Riviera Bancorp ("Company") (OTCQX:ARBV), holding company of American Riviera Bank ("Bank"), announced today the appointment of two ne...
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