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Biotech, Private Credit

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 Lyell Immunopharma $LYEL β€” Paul L. Berns purchased $12.50 Million via Form 4.

A major insider commitment in the micro-cap immunotherapy biotech that attempts to complete a deep bearish-to-bullish reversal.

πŸ“Œ Sixth Street Specialty Lending $TSLX β€” Alan Waxman purchased $5.53 Million via Form 4.

Massive insider accumulation in the private credit vehicle as the space remains in the crosshairs. 

Here’s The Hot Corner, with data from March 9, 2026:

πŸ“Œ Ouster $OUST β€” Virginia Boulet bought $136,175 per Form 4.
 
A small but notable insider buy in the lidar technology company, as the stock continues carving out a potential SPAC-era reversal base after a long period of consolidation.

πŸ“Œ Tennant $TNC β€” GAMCO Investors increased its 13D stake from 2.72% to 5.00%.

The value-focused investment firm crossed the key 5% ownership threshold in the industrial cleaning equipment manufacturer, signaling a more meaningful position.

πŸ“Œ Bally’s $BALY β€” Whitefort Capital increased its 13G stake from 3.91% to 5.10%.
 
The institutional investor also moved above the 5% mark, building a larger position in the casino operator as the stock continues to chop within a multi-year range.