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 Sonos $SONO β Coliseum Capital Management purchased $5.36 Million via Form 4.
Continued high-conviction accumulation from the activist value investor as the stock builds out a multi-month base following a prolonged downtrend.
π StepStone Group $STEP β Steven R. Mitchell purchased $565,772 via Form 4.
Board-level insider stepping in after a sharp correction tied to broader alternative asset manager weakness.
π Hercules Capital $HTGC β Multiple directors purchased $325,170 via Form 4.
Continued cluster buying from insiders in a battered private credit name.
Hereβs The Hot Corner, with data from February 24, 2026:
π Compass Diversified $CODI β ADW Capital filed a new 13D reporting a 7.60% stake.
Activist-leaning fund establishing a meaningful position as the stock carves out a reversal base beneath a high-volume supply zone.
π Rep. Cleo Fields β Disclosed buys in Micron $MU, Meta Platforms $META, and Alphabet $GOOGL (each $100,000 to $250,000), along with Advanced Micro Devices $AMD ($50,000 to $100,000) and Lam Research $LRCX ($15,000 to $50,000).
