Today's insider action starts with a bold move at J.B. Hunt $JBHT, where director James Robo disclosed a purchase of nearly $10 million.

RA Capital Management reported an original 13D showing a 23.7% stake in Sionna Therapeutics $SION. 

The biotech-focused hedge fund has a strong track record in early-stage investments, making this one to watch.

Among its largest holdings are Ascendis Pharma $ASND, Vaxcyte $PCVX, and Janux Therapeutics $JANX.

Here’s The Hot Corner, with data from February 18, 2025:

Meanwhile, Pinetree Capital Ltd just filed a Form 4 for TruBridge $TBRG, totaling more than $3 million.

Last but not least, Farallon Capital Partners made moves in both Aramark $ARMK and New York Times $NYT, raising its ownership to above 5% in each.

Today’s most significant insider transaction comes via a 13G filing by SoftBank, which reported a fresh 8% stake in Alibaba $BABA.

This marks a notable shift in SoftBank's strategy after it nearly unloaded its entire BABA position last year.

Given the timing and size of the purchase, we’re treating it as a “new position.” And such fresh bets are always worth noting.

Director John Cote filed a Form 4 revealing a purchase of roughly $10 million in CompoSecure Inc $CMPO.

Here’s The Hot Corner, with data from February 14, 2025:

Broadwood Partners L.P. filed a Form 4 showing a $6.27 million purchase in Staar Surgical Co $STAA.

Last but not least, Rep. Michael McCaul of Texas reported a purchase worth between $100,000 and $250,000 in Humana Inc $HUM.

Point72 Asset Management filed a 13G, reporting an increase in its stake in Tower Semiconductor $TSEM from 2.80% to 5.05%.

This represents a nearly 100% increase in its existing position, which is noteworthy.

Founded by Steve Cohen, the hedge fund is known for aggressive trading and deep research, managing tens of billions in assets.

Here’s The Hot Corner, with data from February 13, 2025:

A director at SLM Corp $SLM filed a Form 4 disclosing a significant purchase of company stock, an acquisition of shares worth $289,032 that signals confidence in the business.

Finally, Orbimed Advisors filed an original 13D reporting an 8.40% position in the newly issued Sionna Therapeutics $SION, a clinical-stage biopharmaceutical company researching medicines for cystic fibrosis.

Executive Vice President and Chief Commercial Officer Phil Guido just dropped $1 million on 4,645 shares of Advanced Micro Devices $AMD.

Guido is the one driving AMD's global commercial strategy. He's got a front-row seat to the company's growth prospects, so if he's buying, that's worth noting.

But what really stands out is the wave of CEO buying across the board.

The heads of Amcor $AMCR, Magnera $MAGN, Enanta Pharma $ENTA, and Kennametal $KMT all stepped in to buy their own stock.

When you see a bunch of CEOs putting their money where their mouth is, you pay attention.

Here’s The Hot Corner, with data from February 12, 2025:

Meanwhile, Rep. Ro Khanna was busy, reporting multiple buys across major names like Visa $V, JPMorgan $JPM, Mondelez $MDLZ, Qualcomm $QCOM, Cisco $CSCO, and PepsiCo $PEP, each purchase between $15,000 and $50,000.

...

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

Estee Lauder $EL director Paul Fribourg just doubled down, adding another 45,500 EL shares to his position.

Meanwhile, over at Match Group $MTCH, it’s not just one insider—it’s a coordinated move. Both the CEO and a director dropped $2.15 million on their own stock.

When leadership moves in tandem like this, it’s often a signal that they believe brighter days are ahead for the company.

Here’s The Hot Corner, with data from February 10, 2025:

Sylebra Capital made a serious move, buying 619,925 shares of PureCycle Technologies $PCT at $8.06.

The hedge fund has a history of making aggressive bets in tech and sustainability plays, backing names with long-term disruption potential.

Finally, insiders at MDU Resources $MDU, Becton Dickinson $BDX, and The...

Estee Lauder $EL director Paul Fribourg just doubled down, adding another 45,500 EL shares to his position.

Meanwhile, over at Match Group $MTCH, it’s not just one insider—it’s a coordinated move. Both the CEO and a director dropped $2.15 million on their own stock.

When leadership moves in tandem like this, it’s often a signal that they believe brighter days are ahead for the company.

Here’s The Hot Corner, with data from February 10, 2025:

Sylebra Capital made a serious move, buying 619,925 shares of PureCycle Technologies $PCT at $8.06.

The hedge fund has a history of making aggressive bets in tech and sustainability plays, backing names with long-term disruption potential.

Finally, insiders at MDU Resources $MDU, Becton Dickinson $BDX, and The...

The largest insider transaction on today’s list was filed by The Estee Lauder Companies $EL director Paul Fribourg.

Fribourg revealed a purchase of $5,724,373 in his own company’s stock.

The CEO of Markel Corp $MKL just put a little over $200,000 of his own cash into the stock—not a massive bet, but definitely worth paying attention to.

We like to see CEO purchases come with a little more size than this.

Here’s The Hot Corner, with data from February 7, 2025:

Control Empresarial de Capitales S.A., the investment firm tied to Mexican billionaire Carlos Slim, just made a massive bet on PBF Energy Inc $PBF, scooping up $4,305,060 worth of stock.

Last but not least, two Merck & Co $MRK directors just made a significant statement, collectively buying $1,577,499 worth of their company’s stock.

When not just one but multiple high-level...

We’ve got some notable insider transactions hitting the tape.

JetBlue Airways $JBLU Director Nik Mittal just went all in, snapping up 100,000 shares of JBLU.

After a brutal post-earnings drop on January 28, this insider move signals a strong bet on a turnaround.

With Mittal’s private equity background, he likely sees value the market is missing.

Here’s The Hot Corner, with data from February 6, 2025:

When the boss buys, it matters: Olin Corporation $OLN president and CEO just dropped $203,446 on company stock.

And Wellington Management just increased its Coterra Energy $CTRA stake from 9.67% to 11.10%.

Wellington is a heavyweight with a strong track record in energy. When a major firm increases its position, it signals confidence in future upside.

We just got some interesting insider action from a few big names. Let’s break it down.

Control Empresarial de Capitales S.A. just dropped $1,098,968 on a fresh PBF Energy $PBF buy.

This firm, linked to Mexican billionaire Carlos Slim, has stakes in everything from energy to media. When they make a move, it’s worth watching.

Here’s The Hot Corner, with data from February 5, 2025:

Long Focus Capital Management is taking a big bite of Herbalife $HLF with a 5% stake.

This hedge fund manages over $666M, with major positions in Comcast $CMCSA, Alibaba $BABA, and Intel $INTC.

Last but not least, James W. Ayers, the Executive Chairman of FB Financial $FBK, just bought 4,000 shares of his own company.

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

Pleasant Lake Partners LLC made a notable move in 1-800-FLOWERS.COM $FLWS. The investment manager acquired 724,700 FLWS shares, a purchase worth approximately $5.7 million.

Meanwhile, Pzena Investment Management increased its stake in Magna International Inc $MGA, filing a 13G that reflects a rise in ownership from 9.15% to 10.00%.

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

On the insider front, Director Robert Stallings disclosed a modest purchase of Texas Capital Bancshares $TCBI, buying shares valued at $250,434.