Alfonso De Pablos tracks insider buys to spot smart money moves.
Director Frederik Wilhelm bought 1.5M shares of RIG
By Alfonso De Pablos, CMT
November 26, 2025
Every day, we sift through the filings to spot where the real conviction lies β cutting through the noise to highlight the most meaningful insider moves.
π Carrier $CARR β Chairman & CEO Dave Gitlin bought ~$1.02M.
A meaningful C-suite purchase as the stock works through a massive distribution pattern.
Prices are sitting at a key decision point β either a deep-value buy or confirmation of a failed top.
π MicroStrategy $MSTR β Jane Dietze bought $105,000 per a new Form 4.
A small but timely addition with the stock printing new 52-week lows. MSTR has been unwinding sharply, and any insider activity at these levels feels stands out.
Hereβs The Hot Corner, with data from November 25, 2025:
One of the premier biotech funds planting a sizable initial position. Conviction like this coupled with a trend reversal in price makes for an interesting setup.
π Transocean $RIG β Director Frederik Wilhelm Mohn bought 1,500,000 shares, equivalent to $6 million per a fresh Form 4.
The purchase comes as the broader energy complex begins to warm up.
RIG is sitting in a tight coil against its 2023 highs VWAP as it attempts to complete a textbook trend reversal.