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Software & Private Credit Insiders Want More

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.

πŸ“Œ SoFi Technologies $SOFI β€” CEO purchased $1.00 million via Form 4.

A seven-figure insider add from the man at the helm. When the CEO steps in with meaningful personal capital after a sharp decline, it sends a clear signal about internal conviction at current levels.

πŸ“Œ Hercules Capital $HTGC β€” CFO purchased $200,620 via Form 4.

More C-suite participation in the BDC following a swift drawdown. Insider demand continues to cluster across the private credit complex.

πŸ“Œ Blue Owl Capital Corp $OBDC β€” President purchased $113,200 via Form 4.

Additional top-brass support in one of the hardest-hit private credit vehicles. Executives leaning in during periods of stress is worth noting.

Here’s The Hot Corner, with data from March 2, 2026:

πŸ“Œ MercadoLibre $MELI β€” Chief Accounting Officer purchased $100,078 via Form 4.

Small in size, but notable. When the head of accounting is willing to deploy personal capital, it tends to get our attention β€” especially in a dominant Latin American ecommerce platform.

πŸ“Œ Omda Health $OMDA β€” Divisadero Street Capital filed an original 13G at 8.70%.
 
Healthcare-focused investor initiating a significant stake in a recent issue coming off its recent lows. 

πŸ“Œ Shift4 Payments $FOUR β€”Founder Jared Isaacman purchased 296,237 shares (~$12.5 million) via Form 4.