Plug Power, Paulson, and Political Energy

Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week it was all about oil & gas!

Here’s the most notable activity:

The most eye-catching insider buy this week came from Plug Power $PLUG, where the CFO, Paul Middleton, filed a Form 4 disclosing a $672,035 purchase. 

With the stock struggling amid continued dilution and questions around profitability, this kind of size from the finance chief stands out. 

Only time will tell whether it marks a true bottom or not. But for now, it’s just not something we’re looking to buy.

Vitesse Energy $VTS is another one that stands out. The CEO stepped in with a $230K buy.

Over at AirSculpt Technologies $AIRS, director Adam Feinstein made a major move, scooping up $4 million in stock. 

Then there’s Bausch Health $BHC, where legendary hedge fund manager John Paulson filed a Form 4 showing a massive $14.7 million purchase. 

Finally, in the political corner, Sen. Markwayne Mullin disclosed fresh buys in two energy names — Chevron $CVX and Valero $VLO — both in the $50,001–$100,000 range. 

Energy has been a favorite trade among policymakers lately, and these moves align with what we’re seeing across the oil & gas complex.

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