Insider conviction showing up in energy and software
By Alfonso De Pablos, CMT
April 20, 2026
Every day, we sift through the filings to spot where the real conviction lies β cutting through the noise to highlight the most meaningful insider moves.
π Borr Drilling $BORR β Tor Olav TrΓΈim purchased $2.79 Million via Form 4.
A notable insider buy from the Golar LNG chairman, adding exposure to the high-beta offshore drilling name as energy remains in focus.
π Gloo Holdings $GLOO β The President and CEO as well as the Executive Chair purchased a combined $462,635 via Form 4.
A strong show of top-level insider alignment, with senior leadership stepping in as the application software company carves out an IPO base.
Hereβs The Hot Corner, with data from April 17, 2026:
π TPG $TPG β Temasek Holdings increased its stake from 2.33% to 6.50% via 13G.
The Singapore sovereign wealth fund crossed the 5% threshold in the beaten-up alternative asset manager.
π Nektar Therapeutics $NKTR β Two Seas Capital increased its stake from 3.66% to 6.80% via 13G.
The healthcare-focused investor nearly doubled its position in the small-cap biotech as shares continue carving out a base. With price approaching a key memory gap, the setup could get interesting.
