Insider & Cluster Buy Highlights – December 20, 2025
📅 Published: December 20, 2025 at 01:18 PM UTC
5 Cluster Buys5 Insider Purchases
On December 20, 2025, this newsletter featured 5 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 20, 2025
Here are some of the most interesting insider and cluster buying signals from the last 7 days.
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 About Fair Value:
The Fair Value shown for each company is calculated using a Levered Discounted Cash Flow (DCF) model. This method estimates the intrinsic value of a stock by projecting future cash flows and discounting them back to present value, accounting for the company's debt structure. A positive percentage difference indicates the stock may be undervalued relative to this model, while a negative percentage suggests it may be overvalued. Fair value calculations are estimates and should be considered alongside other factors.
🔥 Notable Cluster Buys (≥ $500,000)
Navan, IncView Chart
Ticker: NAVN
$15.11
Current Price
52W: Low: $11.76 | High: $22.75
Participants: 5 insiders
Total Shares: 1,490,400
Total Value: $18,861,040
Timeframe: 0 days
Date Range: Dec 17, 2025 to Dec 17, 2025
👥 Participant Details:
Williams Anre D
Date: Dec 17, 2025
100,000 shares
$1,272,480
@ $12.72/share
P&L: +18.7% (+$238,520)
Andreessen Horowitz Fund V, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +19.4% (+$855,096)
Andreessen Horowitz LSV Fund I, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +19.4% (+$855,096)
HOROWITZ BENJAMIN A
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +19.4% (+$855,096)
Andreessen Horowitz LSV Fund III, L.P.
Date: Dec 17, 2025
347,600 shares
$4,397,140
@ $12.65/share
P&L: +19.4% (+$855,096)
📈
Average P&L: 19.3% ($731,781 gain)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $23.91 (+58.2% vs current)
📰 Recent News (Last 7 Days):
MarketBeat • Dec 18, 2025
At the start of the new year, investors seeking a fresh approach might consider stocks that are positioned for a reset. Companies trading at or near their lowest level for 2025 could be primed for gai...
Seeking Alpha • Dec 16, 2025
Navan, Inc. ( NAVN ) Q3 2026 Earnings Call December 15, 2025 4:30 PM EST Company Participants Ryan Burkart Ariel Cohen - Co-Founder, CEO & Chairman Amy Butte Liebowitz - Chief Financial Officer Confer...
Benzinga • Dec 16, 2025
Navan, Inc. (NASDAQ: NAVN) shares are trading lower Tuesday. The company reported third-quarter financial results.
The Motley Fool • Dec 16, 2025
Recent AI IPO Navan reported strong sales growth but another loss last night. Free cash flow for the year is running negative.
Benzinga • Dec 16, 2025
U.S. stock futures down, investors to focus on Duluth, B. Riley, Worthington earnings. Navan reports strong Q3 but lowers FY sales estimate.
Business Wire • Dec 15, 2025
PALO ALTO, Calif.--(BUSINESS WIRE)--Navan, Inc. (NASDAQ: NAVN), the leading all-in-one business travel, payments, and expense management platform, today reported financial results for its third quarte...
Benzinga • Dec 15, 2025
U.S. stocks fell on Friday, with the S&P 500 dropping over 1% and the Dow gaining 1.1%. The Fear and Greed index moved to Fear zone at 42.2.
Alpha Metallurgical Resources, IncView Chart
Ticker: AMR
$208.06
Current Price
52W: Low: $97.41 | High: $214.14
$1,160.33
Fair Value
Participants: 2 insiders
Total Shares: 24,699
Total Value: $4,648,959
Timeframe: 7 days
Date Range: Dec 08, 2025 to Dec 15, 2025
👥 Participant Details:
Courtis Kenneth S.
Director
Date: Dec 08, 2025
1,011 shares
$174,822
@ $172.92/share
P&L: +20.3% (+$35,527)
Gorzynski Michael
Director
Date: Dec 15, 2025
23,688 shares
$4,474,137
@ $188.88/share
P&L: +10.2% (+$454,388)
📈
Average P&L: 15.2% ($244,957 gain)
Valuation Metrics:
Fair Value: $1,160.33 (457.7% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C+
📰 Recent News (Last 7 Days):
Defense World • Dec 19, 2025
Alpha Metallurgical Resources, Inc. (NYSE: AMR - Get Free Report) Director Kenneth Courtis purchased 9,000 shares of the firm's stock in a transaction that occurred on Monday, December 15th. The stock...
GuruFocus • Dec 18, 2025
Guru Stock PicksCI Select Canadian Equity Fund has made the following transactions:Reduce in TSX: ABX by 9.95%Sold out in TSX:DOLAdd in TSX: KEY by 27.62%New posi
GuruFocus • Dec 18, 2025
Stock News Powerball jackpot nears record: Disney (DIS) network reports the Powerball jackpot has risen to an estimated $1.5 billion for Saturday after no winne
The Motley Fool • Dec 18, 2025
Kenneth S. Courtis, a member of the Board of Directors at Alpha Metallurgical Resources (AMR +6.32%), acquired 37,000 shares in multiple open-market transactions between Dec. 9 and Dec. 12, 2025, for ...
GuruFocus • Dec 17, 2025
Stock News Dalio, Dell back âTrump accountsâ: Ray Dalio (Trades, Portfolio) and Barbara Dalio pledged $75 million to seed child âTrump accounts,â joinin
Butterfly Network, IncView Chart
Ticker: BFLY
$3.56
Current Price
52W: Low: $1.32 | High: $4.98
Participants: 2 insiders
Total Shares: 206,631
Total Value: $635,631
Timeframe: 4 days
Date Range: Dec 11, 2025 to Dec 15, 2025
👥 Participant Details:
ROBBINS LARRY
Date: Dec 11, 2025
21,370 shares
$64,471
@ $3.02/share
P&L: +18.0% (+$11,606)
Phanstiel S. Louise
Director
Date: Dec 15, 2025
185,261 shares
$571,160
@ $3.08/share
P&L: +15.5% (+$88,369)
📈
Average P&L: 16.7% ($49,988 gain)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $3.50 (-1.7% vs current)
📰 Recent News (Last 7 Days):
Business Wire • Dec 18, 2025
NEW YORK & BURLINGTON, Mass.--(BUSINESS WIRE)---- $BFLY #POCUS--Butterfly Network, Inc. (NYSE: BFLY) (“Butterfly”), a digital health company transforming care with handheld, whole-body ultrasound and ...
Defense World • Dec 15, 2025
Butterfly Network, Inc. (NYSE: BFLY - Get Free Report) Director Jonathan Rothberg sold 123,354 shares of the business's stock in a transaction that occurred on Thursday, December 11th. The stock was s...
COOPER COMPANIES, INCView Chart
Ticker: COO
$82.75
Current Price
52W: Low: $61.78 | High: $100.24
$49.21
Fair Value
Participants: 4 insiders
Total Shares: 14,230
Total Value: $1,154,452
Timeframe: 2 days
Date Range: Dec 16, 2025 to Dec 18, 2025
👥 Participant Details:
Sheffield Holly R
Date: Dec 16, 2025
1,230 shares
$99,322
@ $80.75/share
P&L: +2.5% (+$2,460)
White Albert G III
Date: Dec 16, 2025
10,000 shares
$808,000
@ $80.80/share
P&L: +2.4% (+$19,500)
Kurzius Lawrence Erik
Date: Dec 17, 2025
2,000 shares
$165,000
@ $82.50/share
P&L: +0.3% (+$500)
Rivas Maria
Date: Dec 18, 2025
1,000 shares
$82,130
@ $82.13/share
P&L: +0.8% (+$620)
📈
Average P&L: 1.5% ($5,770 gain)
Valuation Metrics:
Fair Value: $49.21 (40.5% overvalued vs current price)
Analyst Coverage:
Analyst Rating: B
Avg Price Target: $88.67 (+7.2% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Dec 19, 2025
The Cooper Companies, Inc. (COO) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, COO's 50-day simple moving average crossed a...
The Motley Fool • Dec 13, 2025
The COO sold 50,000 shares were sold on Dec. 4 and Dec. 5. The transaction represented 12.3% of Xinyan Hao's holdings/ These 10 Stocks Could Mint the Next Wave of Millionaires ›
🏛️ House Trading Activity (Past 2 Months):
Ro Khanna (CA17) - Purchase
Date: Oct 24, 2025 | Amount: $1,001 - $15,000 | Owner:
Ro Khanna (CA17) - Purchase
Date: Oct 24, 2025 | Amount: $1,001 - $15,000 | Owner: Spouse
Ro Khanna (CA17) - Purchase
Date: Oct 21, 2025 | Amount: $1,001 - $15,000 | Owner: Spouse
Ro Khanna (CA17) - Purchase
Date: Oct 21, 2025 | Amount: $1,001 - $15,000 | Owner:
StepStone Private Venture & Growth FundView Chart
Ticker: XSPIX
$52.27
Current Price
52W: Low: $39.90 | High: $52.27
Participants: 2 insiders
Total Shares: 33,480
Total Value: $1,750,000
Timeframe: 0 days
Date Range: Dec 15, 2025 to Dec 15, 2025
👥 Participant Details:
Caruvana Dean Anthony
Date: Dec 15, 2025
957 shares
$50,000
@ $52.27/share
P&L: +0.0% (+$0)
Long Robert W.
Date: Dec 15, 2025
32,523 shares
$1,700,000
@ $52.27/share
P&L: +0.0% (+$0)
📈
Average P&L: 0.0% ($0 gain)
💼 Notable Individual Insider Buys (≥ $100,000)
$10.91
Current Price
Transaction Date: Dec 17, 2025
Shares: 3,529,081
Purchase Price: $10.80
Purchase Value: $38,114,075
📈
P&L: 1.0% ($388,199 gain)
Analyst Coverage:
Analyst Rating: B-
$24.42
Current Price
$1,208.13
Fair Value
Transaction Date: Dec 17, 2025
Shares: 250,000
Purchase Price: $20.59
Purchase Value: $5,147,500
📈
P&L: 18.6% ($957,500 gain)
Valuation Metrics:
Fair Value: $1,208.13 (4847.3% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C
📰 Recent News (Last 7 Days):
GuruFocus • Dec 19, 2025
Guru Stock PicksVanguard Health Care Fund has made the following transactions:Reduce in ARGX by 14.38%Sold out in PACSAdd in CLDX by 3.64%New position in PTGXCI
Business Wire • Dec 18, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Andersen Group Inc. (“Andersen”) today announced the closing of its initial public offering of 12,650,000 shares of its Class A common stock.
PRNewsWire • Dec 18, 2025
REDWOOD CITY, Calif. , Dec. 18, 2025 /PRNewswire/ -- Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP represented Andersen Group Inc. (NYSE: ANDG), a leading provider of independent tax, ...
WSJ • Dec 17, 2025
The U.S.-based tax and legal services firm plans to fold in some international units from the larger Andersen Global network.
GuruFocus • Dec 17, 2025
Stock News Dalio, Dell back âTrump accountsâ: Ray Dalio (Trades, Portfolio) and Barbara Dalio pledged $75 million to seed child âTrump accounts,â joinin
Reuters • Dec 17, 2025
Andersen Group's shares jumped about 31% in their debut on the NYSE on Wednesday, valuing the tax advisory firm at $2.3 billion, as investors bet on the brand long-associated with audit quality outwei...
Business Wire • Dec 17, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Andersen Group Inc. (“Andersen”) today announced that it is now listed on the New York Stock Exchange (NYSE) under the symbol “ANDG.”.
$26.00
Current Price
Transaction Date: Dec 18, 2025
Shares: 217,428
Purchase Price: $23.00
Purchase Value: $5,000,844
📈
P&L: 13.0% ($652,284 gain)
Analyst Coverage:
Analyst Rating: C-
Avg Price Target: $17.00 (-34.6% vs current)
📰 Recent News (Last 7 Days):
PRNewsWire • Dec 18, 2025
PALO ALTO, Calif. , Dec. 18, 2025 /PRNewswire/ -- Kodiak Sciences Inc. (Nasdaq: KOD), a precommercial retina focused biotechnology company committed to researching, developing and commercializing tran...
PRNewsWire • Dec 16, 2025
PALO ALTO, Calif. , Dec. 16, 2025 /PRNewswire/ -- Kodiak Sciences Inc. (Nasdaq: KOD), a precommercial retina focused biotechnology company committed to researching, developing and commercializing tran...
PRNewsWire • Dec 15, 2025
PALO ALTO, Calif. , Dec. 15, 2025 /PRNewswire/ -- Kodiak Sciences Inc. (Nasdaq: KOD), a precommercial retina focused biotechnology company committed to researching, developing and commercializing tran...
$51.99
Current Price
Transaction Date: Dec 18, 2025
Shares: 500,000
Purchase Price: $10.00
Purchase Value: $5,000,000
📈
P&L: 419.9% ($20,995,000 gain)
Analyst Coverage:
Avg Price Target: $61.67 (+18.6% vs current)
$3.85
Current Price
$111.65
Fair Value
Transaction Date: Dec 18, 2025
Shares: 360,000
Purchase Price: $3.95
Purchase Value: $1,423,728
📉
P&L: 2.6% ($37,728 loss)
Valuation Metrics:
Fair Value: $111.65 (2799.9% undervalued vs current price)
Analyst Coverage:
Analyst Rating: C-
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
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