Director Stallings Reports a $213,000 $TCBI Purchase

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Texas Capital Bancshares $TCBI – Director Robert Stallings filed a Form 4 for $213,000.

Regional banks are basing hard, and these mid-sized insider buys can be early tells on sector rotation.

Some of the leaders in space are already breaking out. 

📌Cidara Therapeutics $CDTX – Commodore Capital filed a new 13G at 5.50%.

Another smart-money biotech stake surfaces. Fresh positioning here in a hot name, just as the sector warms up. 

Here’s The Hot Corner, with data from July 2, 2025:

Click the table to enlarge it.

Congressional Disclosure – Rep. Cleo Fields

Rep. Fields disclosed a massive basket of buys, with allocations in some of the market’s biggest names:

• Mega Tech: NVIDIA $NVDA ($1.75 million to $6.8 million), Amazon $AMZN ($650,000 to $1.6 million), Apple $AAPL ($450,ooo to $1.1 million), Microsoft $MSFT ($300,000 to $600,000), Alphabet $GOOGL, Meta $META, Cisco $CSCO, Palantir $PLTR; and
• Semiconductors: Taiwan Semi $TSM; and
• Banks & Financials: JPMorgan $JPM; and
• Consumer & Telecom: McDonald's $MCD, AT&T $T.

Huge capital spread across the FANG+ universe and semis: It’s a strong bet from a sitting member of Congress on big-cap leadership continuing.