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Software, HR, Healthcare, and the News

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 Alkami Technology $ALKT β€” General Atlantic purchased $35.95 Million via Form 4.

A large purchase in a software stock that’s been cut in half over the past months.

πŸ“Œ Insperity $NSP β€” CFO & Treasurer, General Counsel, and Director purchased $252,480 via Form 4.

While the dollar amount is relatively small, multiple senior insiders stepping in together stands out after the HR and business services provider has endured a dramatic ~90% drawdown.

Here’s The Hot Corner, with data from March 11, 2026:

πŸ“Œ Vera Therapeutics $VERA β€” Deep Track Capital increased its 13G stake from 4.41% to 5.50%.

The healthcare-focused hedge fund crossed the key 5% ownership threshold in the biotech name as shares continue carving out a massive base-on-base structure.

πŸ“Œ New York Times $NYT β€” Linonia Partnership filed an original 13G at 5.00%.

A new institutional position in the media and subscription platform, with the stock pushing to fresh all-time highs amid strong digital subscription momentum. 

πŸ“Œ Rep. April McClain Delaney β€” Disclosed buys in C.H. Robinson $CHRW, Clean Harbors $CLH, and Rollins $ROL, each in the $15,000 to $50,000 range.