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Water & Oil

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 H2O America $HTO β€” Atlas Infrastructure Partners purchased $2.98 Million via Form 4.

A notable move from an infrastructure-focused investor, adding exposure to a regulated water utilityβ€”not the kind of insider activity you see often in this space.

πŸ“Œ Mach Natural Resources $MNR β€” General Partner Tom Ward purchased $2.00 Million via Form 4.

A sizable insider buy in the oil & gas E&P name following a sharp gap-down, suggesting management sees value at these levels.

Here’s The Hot Corner, with data from April 13, 2026:

πŸ“Œ MGIC Investment Corp $MTG β€” Meitav Investment House filed a 13G disclosing a 5.35% stake.

A fresh institutional position in the mortgage insurance company, as the stock continues building out a massive post-GFC base.

πŸ“Œ Rep. Michael McCaul β€” Disclosed a series of purchases across multiple sectors:

  • $PAYX β€” Paychex ($100K–$250K)
  • $AJG β€” Arthur J. Gallagher ($75K–$150K)
  • $EQH β€” Equitable Holdings ($50K–$100K)