Hot Corner Insider Articles

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:

📌 ORIC Pharmaceuticals $ORIC – Steve Cohen’s Point72 just revealed a 5.1% passive stake.

This new 13G filing suggests they're positioning early in a beaten-down biotech, possibly ahead of a catalyst.

📌 Illinois Tool Works $ITW – Director David Byron Smith Jr. reported a purchase of 7,000 shares, equivalent to $210,000.

Here’s The Hot Corner, with data from June 4, 2025:

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📌 Texas Capital Bancshares $TCBI – Director Robert Stallings just stepped in revealing a $138,000 buy.

📌 First Busey Corp $BUSE – Director Stanley Bradshaw...

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:

📌Sharplink Gaming $SBET – Both the CEO Rob Phythian and CFO Robert DeLucia filed Form 4s, purchasing a combined $300,000 worth of stock as the company makes a shift from gambling to digital asset treasury strategies. 

The stock is up over 2,500% since the announcement of an Ethereum treasury strategy similar to the Bitcoin strategy adopted by Michael Saylor’s Strategy $MSTR. 

📌 ProFrac Holding Corp $ACDC – Director Wilks Farris stepped in with a monster purchase for $2.3 million worth of his company’s stock.

Here’s The Hot Corner, with data from June 3, 2025:

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📌 Flywire Corp $FLYW –...

Thanks to everyone who joined us for the June 4 Hot Corner Insider Weekly Strategy Session.

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:

📌WNS (Holdings) Ltd $WNS – Director Anil Chintapalli just filed a $1.1 million Form 4. That’s a sizable bet on an Indian IT services name that doesn’t usually see much insider action.

📌 WEX Inc $WEX – President and CEO Melissa Smith bought $500,000 in stock. That’s a strong show of confidence from the top seat. 

When the C-suite gets involved at this scale, it’s worth paying attention, especially when the purchase comes at a key level of support. 

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

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📌 Capitol Hill is getting active again....

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:

📌 Lionsgate Studios $LION – Former Treasury Secretary Steve Mnuchin, now Founder and Managing Partner of Liberty Strategic Capital, just stepped in with a monster insider buy, dropping nearly $50 million.

This brings the fund’s total stake in LION to roughly 15%. 

📌 Reynolds Consumer Products $REYN – Senior Vice President and Corporate Controller Chris Mayrhofer made a solid $514,000 purchase.

Here’s The Hot Corner, with data from May 30, 2025:

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📌 Halliburton $HAL – Director Janet Weiss swooped in with a Form 4 for $169,000. This purchase comes as HAL trades at fresh 52-...

Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — there’s always something good.

Here’s this week’s most notable activity:

The most notable insider activity this week came from Toyota Motor Corp, which dropped an additional $250 million into Joby Aviation $JOBY. 

That’s as big as it gets. When a global giant like Toyota is writing checks of that size, it demands our attention. 

Alfonso wrote a deep dive report on this theme recently, highlighting several trade ideas tied to Toyota’s growing portfolio of mobility investments.

Next up is Xerox Holdings $XRX, where multiple executives — including the CEO, CFO, President, and COO — all stepped in to buy. None of them bought too much, to be clear, but it still stands out. 

I’ve been tracking insider transactions for the past three years.

I’ve learned a ton along the way.

From Form 4s and 13Ds/Gs to political filings—hedge funds, the C-suite, you name it. 

There are a million reasons insiders sell: paying for a wedding, getting divorced, buying a house, taking a vacation. But there’s only one reason they buy. And that’s because they think the stock’s going up.

I’ve seen it all—from Nancy Pelosi riding the Mag 7 wave, to CEOs and CFOs stepping in during selloffs, and top hedge funds putting serious skin in the game. We cover all these different insiders. 

Sometimes there’s something there. Sometimes there’s not. 

This morning, we got a big one. I woke up to a monster Form 4 from Toyota Motor showing a $250 million investment in Joby Aviation $JOBY.

Joby’s building electric aircraft for urban air...

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:

📌 Strategy $MSTR – Director Jarrod Patten put down just over $1 million. MSTR continues to dominate the conversation around digital assets, insiders stepping in here is noteworthy as a seemingly endless hoard of copycats keep emerging. 

📌 Core Scientific $CORZ – Director Yadin Rozov just picked up $1.2 million worth of CORZ. That’s a high-conviction bet from someone with a front-row seat. This comes as shares attempt to make a comeback after finding support around the IPO level. 

Here’s The Hot Corner, with data from May 29, 2025:

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📌 Builders FirstSource $BLDR – Director Dirkson R....

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:

📌 Vestis Corp $VSTS – Director Keith Meister stepped in with a monster $4.7 million purchase with VSTS trading at all-time lows. This purchase stands out for its size in the sub-$1 billion uniform rental company.

📌 Murphy USA $MUSA – Director David Haley scooped nearly half a million dollars worth of MUSA stock. This comes as the stock carves a year-long head-and-shoulders pattern.

Here’s The Hot Corner, with data from May 28, 2025:

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📌 Sweetgreen $SG – Director Clifford Burrows  stepped in with a quarter  million dollar purchase in the hip fast food chain. This purchase comes as the...

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

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:

📌 Joby Aviation Inc $JOBY – Toyota Motor $TM came in with a monster Form 4 showing a $250 million purchase, boosting its total position to 128,454,401 shares. 

That gives Toyota a 16% stake in JOBY. Even more telling, JOBY now represents 29.12% of Toyota’s equity portfolio, making it its second-largest holding after Grab Holdings $GRAB. 

That’s a serious vote of confidence in the flying taxi space.

Here’s The Hot Corner, with data from May 27, 2025:

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📌 KKR & Co. $KKR – Timothy Barakett, the founder of Atticus Capital, filed an eye-popping Form 4 after...

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:

📌 Trimas Corporation $TRS - Director Shawn Sedaghat filed an eye-watering Form 4 for more than $12 million of his company’s stock. This purchase comes as shares successfully came off a key level of technical support. 

📌 International Flavors & Fragrances $IFF - Director Kevin O’Byrne purchased $342,000 worth of IFF shares as the stock is threatening to make fresh lows. Year to date, is the sixth insider purchase in this company above $100,000.

Here’s The Hot Corner, with data from May 23, 2025:

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📌Eagle Materials $EXP - Director David Rush just disclosed a purchase for $214,000 of his company’s stock. This comes as...