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3 Stocks Seeing Fresh Insider Buying

When corporate insiders buy shares of their own company in the open market—especially when it happens in clusters and involves C-level executives—investors should pay attention.

Insiders have a front-row view of operational trends, pipeline health, competitive dynamics, and capital allocation. They cannot trade on material nonpublic information, and insider purchases are not a guarantee of future gains. But decades of research suggests that, in aggregate, insider purchases tend to be more informative than insider sales, and the signal can be especially meaningful in smaller companies where information is less efficiently priced.

The most compelling setups tend to share three features:

  1. Multiple insiders buying within a short window (“cluster buying”), which can indicate shared conviction rather than a one-off decision. GuruFocus defines “insider cluster buys” as stocks where multiple officers/directors have bought.

  2. Senior participation (CEO/CFO/COO or equivalent), because these insiders typically have the broadest view of the business.

  3. Open-market purchases (not option exercises), because buying with fresh capital often reflects a clearer valuation call.

With that framework in mind, below are three stocks that recently saw insider buying from C-level executives, along with what we’d focus on as investors.


Company: Accelerant Holdings (SYM: ARX)

Recent price: about $15.84
Insider action: 6 insiders bought ~$1.8M in shares
What the company does: Accelerant operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners, supported by technology, data ingestion, and agency operations.

Why insider buying matters here

Specialty insurance is a scale-and-data game. The winners tend to be the platforms that can (a) source differentiated risks, (b) price them accurately, and (c) match them efficiently with capital providers. Accelerant’s model—acting as a connective platform between underwriters and capital—can be attractive in a world where underwriting discipline and distribution quality matter.

When multiple insiders step in at once, the implied message is often: “We believe the market is underestimating our earnings power, our growth trajectory, or the durability of our platform.”

What to watch next (the “proof points”)

  • Exchange growth and member traction: Are more underwriters and capital partners joining, and are existing relationships expanding?

  • Loss experience and underwriting quality: In insurance-adjacent models, the long-term compounding story depends on disciplined risk selection.

  • Operating leverage: Platform models can inflect quickly if revenue scales faster than operating costs.

Key risks

  • Cycle risk: Specialty insurance pricing can soften, pressuring economics.

  • Model complexity: Investors may discount “platform” stories until unit economics are consistently visible.

  • Event risk: Cat losses, reserve adjustments, or counterparty issues can cause sudden re-ratings.

Bottom line: ARX fits the classic insider-buying profile investors like to see—cluster participation suggests management believes the market is mispricing the platform’s medium-term potential.


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2) Lument Finance Trust, Inc. (SYM: LFT)

Recent price: about $1.39
Insider action: 4 insiders bought ~$128K in shares
What the company does: Lument Finance Trust is a REIT focused on commercial real estate (CRE) debt investments, including transitional floating-rate multifamily mortgage loans and other CRE-related instruments (mezzanine, preferred equity, CMBS, construction loans, and related debt).

Why insider buying matters here

In mortgage REITs and CRE lenders, insider buying often signals confidence in one (or more) of the following:

  • Credit is holding up better than feared (i.e., impairments and nonaccruals may be manageable).

  • Book value is more resilient than the stock implies.

  • The dividend or distribution policy is more sustainable than the market is pricing.

Because the market tends to punish CRE exposure aggressively during uncertainty, insider buying can be a meaningful “tell” that management believes the price is discounting an overly negative scenario.

What to watch next (the “proof points”)

  • Credit metrics: delinquency trends, nonaccruals, watch lists, and realized losses.

  • Portfolio composition: loan-to-value discipline, property types, geographic concentration, and sponsor quality.

  • Funding stability: how liabilities reprice relative to assets, and whether liquidity remains ample in a choppy market.

  • Dividend coverage: investors should focus on what actually supports distributions over time.

Key risks

  • CRE downturn risk: A prolonged downturn in multifamily or broader CRE can pressure collateral values and cash flows.

  • Refinancing wall: Transitional loans can be sensitive to tighter credit availability and higher rates.

  • Small-cap volatility: At low share prices, sentiment can move faster than fundamentals.

Bottom line: LFT is a classic “high skepticism” pocket of the market. Insider buying here is most useful as a prompt to re-check credit trends, book value trajectory, and distribution durability.


Stansberry Research

What No One's Saying About Amazon's 30k Layoff

First they cut jobs at Meta... now 30,000 at Amazon – its largest layoff in history.

What's happening inside these Mag 7 companies, particularly as the stocks continue to soar to all- time highs?

The same former hedge fund manager who predicted the dot com crash, the housing crisis and the fall of Lehman is now stepping forward to explain what's really going on... and what you should be doing with your money.

 Learn more.

Company: Elutia Inc. (SYM: ELUT)

Recent price: about $0.6905
Insider action: 5 insiders bought ~$106K in shares
What the company does: Elutia is a commercial-stage company developing and commercializing drug-eluting biologics products for neurostimulation and breast reconstruction, with segments including Device Protection, Women’s Health, and Cardiovascular. It markets products such as EluPro and CanGaroo for cardiac implantable device protection, as well as tissue repair and reconstruction products.

Why insider buying matters here

In small-cap med-tech and biologics, insider buying often reflects management’s belief that:

  • A commercial rollout is inflecting, or the pipeline is stronger than the stock price suggests.

  • The company is approaching a catalyst (new data, reimbursement progress, expanded indications, sales momentum) that could improve the narrative.

  • The market is pricing in too much dilution risk relative to the company’s cash runway and operational plan.

Because ELUT trades at a very low absolute share price, it is also the kind of stock where sentiment can shift sharply on incremental progress—making insider buying particularly noteworthy as a “confidence marker.”

What to watch next (the “proof points”)

  • Revenue traction: sequential growth, mix, and repeat ordering patterns.

  • Gross margin path: commercial-stage companies often re-rate when margins stabilize and scale benefits begin to appear.

  • Reimbursement and clinical adoption: especially in hospital channels, where process and protocol matter.

  • Cash runway and financing strategy: investors should track burn rate and any signals around capital needs.

Key risks

  • Dilution and financing risk: small-cap healthcare frequently requires capital raises.

  • Adoption risk: products can be clinically compelling yet slow to penetrate due to workflow friction.

  • Execution risk: sales force productivity and channel strategy are decisive.

Bottom line: ELUT is a higher-risk, higher-volatility setup. Insider buying does not remove the fundamental risks, but it can be a strong prompt to evaluate whether the market is missing improving commercial momentum.


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Robotics Is Accelerating Fast — Here Are 3 Stocks to Watch

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Are there any other stocks with recent insider buying that you've got your eye on right now? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!

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