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CFO Helen Shan Reports a $102,000 $FDS 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:

📌 FactSet Research Systems $FDS – CFO Helen L. Shan filed a $102,000 Form 4.
 
The stock’s been cut in half so far this year, so it’s encouraging to see confidence from a top executive.

Whether it’s enough to spark a real turnaround remains to be seen.

📌 eGain Corp $EGAN – Philotimo Fund LP filed a 13D, disclosing an original 7.60% stake.
 
The New York-based activist fund, led by John Lewis, has a reputation for deep operational turnarounds in small-cap tech. This is right up their alley. 

Here’s The Hot Corner, with data from October 8, 2025:

Click the table to enlarge it.

📌 Turning Point Brands $TPB – Divisadero Street Capital lifted its 13G from 5.30% to 6.20%.

Doubling down on the vice trade, the fund now holds a meaningful stake in this tobacco name. 

 

The recording and the chartbook for the October 6 Weekly Strategy Session are now available for Hot Corner Insiders.

Stay tuned. We'll be back Friday with more insider activity.

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