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Buying the Dip in Icy Conditions

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 $18.3 Million via Form 4.

The private equity sponsor continues to scale into the fintech software platform, building on prior purchases as the stock works through a prolonged reset.

πŸ“Œ Vail Resorts $MTN β€” CEO & Chairman alongside CFO bought $4.97 Million per Form 4.
 
A notable cluster of high-level insider buying in the leisure and resort operator, with the stock trading back near their COVID-era lows, a level that could prove pivotal.

Here’s The Hot Corner, with data from March 16, 2026:

πŸ“Œ Kodiak Gas Services $KGS β€” Multiple directors purchased $602,610 via Form 4.

Board-level participation in the oilfield services name that is pressing against new all-time highs

πŸ“Œ Smith & Nephew $SNN β€” Cevian Capital increased its 13D stake from 8.75% to 9.60%.
 
The activist investor continues to build its position in the global medical device company, signaling ongoing engagement and longer-term conviction.