Insider trading recap: September 30, 2026
On September 30, 2026, insiders filed 59 open-market purchases worth $422.1M across 42 companies, and 55 sales worth $268.5M, on SEC Form 4. The largest purchase was Conifer Management, L.L.C. (10% Owner) buying $66.3M of GROUP 1 AUTOMOTIVE INC (GPI) at an average $242.15 a share. The largest sale was Mallick Dhiraj (Chief Operating Officer) selling $80.8M of Cerebras Systems Inc. (CBRS) under a 10b5-1 plan. 8 companies had several insiders buying on the same day: ADARx Pharmaceuticals, Inc. (ADRX), AGL Private Credit Income Fund, NC SLF Inc..
The write-up, company by company: insider buying on September 30, 2026 · insider selling on September 30, 2026.
Biggest insider buys filed September 30, 2026
Open-market purchases, one row per Form 4, largest first.
| Company | Insider | Value | Shares | Avg price | Traded |
|---|---|---|---|---|---|
| GPI GROUP 1 AUTOMOTIVE INC | Conifer Management, L.L.C. 10% Owner | $66.3M | 273,712 | $242.15 | Sep 28, 2026 |
| KOD Kodiak Sciences Inc. | Baker Bros. Advisors LP Director, 10% Owner | $63.4M | 715,592 | $88.59 | Sep 28, 2026 |
| KOD Kodiak Sciences Inc. | Baker Bros. Advisors LP Director, 10% Owner | $58.6M | 807,840 | $72.57 | Sep 28, 2026 |
| LEN LENNAR CORP /NEW/ | Berkshire Hathaway INC 10% Owner | $53.9M | 660,410 | $81.59 | Sep 28, 2026 |
| — Hamilton Lane Credit Income Fund | Hamilton Lane Advisors LLC 10% Owner, Investment Adviser | $37.2M | 3,677,869 | $10.11 | Apr 21, 2026 |
| KOD Kodiak Sciences Inc. | Baker Bros. Advisors LP Director, 10% Owner | $35.0M | 418,323 | $83.58 | Sep 28, 2026 |
| CRBG Corebridge Financial, Inc. | Nippon Life Insurance Co 10% Owner · 10b5-1 | $27.5M | 805,782 | $34.15 | Sep 28, 2026 |
| — AGL Private Credit Income Fund | Abu Dhabi Investment Authority 10% Owner | $22.4M | 955,609 | $23.42 | Sep 28, 2026 |
| ADRX ADARx Pharmaceuticals, Inc. | Gordon Carl L Director, 10% Owner | $16.1M | 950,000 | $17.00 | Sep 28, 2026 |
| ADRX ADARx Pharmaceuticals, Inc. | Orbimed Advisors LLC Director, 10% Owner | $16.1M | 950,000 | $17.00 | Sep 28, 2026 |
| — NC SLF Inc. | UAW Chrysler Retirees Medical Benefits Plan 10% Owner | $9.9M | 1,018,621 | $9.72 | Sep 28, 2026 |
| BPRE Bluerock Private Real Estate Fund | Kamfar Ramin Director | $5.4M | 425,590 | $12.57 | Sep 28, 2026 |
| NYAX Nayax Ltd. | Nechmad Yair CEO, Co Founder & Chairman | $2.1M | 46,935 | $44.90 | Sep 28, 2026 |
| KBDC Kayne Anderson BDC, Inc. | Robo James L Director | $1.9M | 146,755 | $13.03 | Sep 28, 2026 |
| PRTA PROTHENA CORP PUBLIC LTD CO | Scully William P 10% Owner | $1.4M | 162,000 | $8.68 | Sep 29, 2026 |
Several insiders buying the same stock
Companies where two or more insiders filed purchases this day. All cluster buys.
| Company | Insiders | Value |
|---|---|---|
| ADRX ADARx Pharmaceuticals, Inc. | 3 | $33.3M |
| — AGL Private Credit Income Fund | 3 | $22.4M |
| — NC SLF Inc. | 2 | $10.1M |
| BPRE Bluerock Private Real Estate Fund | 2 | $5.4M |
| FUL FULLER H B CO | 5 | $499K |
| PMPEX Primark Meketa Private Equity Investments Fund | 3 | $175K |
| KWY KINGSWAY Corp | 3 | $37K |
| TPYTX TCW Private Asset Income Fund | 2 | $28K |
Biggest insider sales filed September 30, 2026
Selling has many routine reasons (taxes, diversification, planned 10b5-1 sales), so read these as context.
| Company | Insider | Value | Shares | Avg price | Traded |
|---|---|---|---|---|---|
| CBRS Cerebras Systems Inc. | Mallick Dhiraj Chief Operating Officer · 10b5-1 | $80.8M | 396,000 | $204.04 | Sep 29, 2026 |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | Hsing Michael CEO, Director · 10b5-1 | $40.3M | 30,000 | $1,344.97 | Sep 28, 2026 |
| WDAY Workday, Inc. | Duffield David A 10% Owner · 10b5-1 | $18.7M | 98,971 | $188.55 | Sep 28, 2026 |
| ONC BeOne Medicines Ltd. | Wang Xiaodong Director, Chair, Scientific Advisory Brd · 10b5-1 | $11.3M | 31,028 | $364.79 | Sep 28, 2026 |
| BMBL Bumble Inc. | BX Buzz ML-1 GP LLC 10% Owner | $11.1M | 3,767,776 | $2.94 | Sep 28, 2026 |
| BMBL Bumble Inc. | Blackstone Holdings III GP Management L.L.C. 10% Owner | $11.1M | 3,767,776 | $2.94 | Sep 28, 2026 |
| BMBL Bumble Inc. | Btoa - Nq L.L.C. 10% Owner | $11.1M | 3,767,776 | $2.94 | Sep 28, 2026 |
| BMBL Bumble Inc. | BCP Buzz Holdings L.P. 10% Owner | $11.1M | 3,767,776 | $2.94 | Sep 28, 2026 |
| BMBL Bumble Inc. | BX Buzz ML-1 Holdco L.P. 10% Owner | $11.1M | 3,767,776 | $2.94 | Sep 28, 2026 |
| CX CEMEX SAB DE CV | Doehner Cobian Mauricio EVP Corporate Affairs | $8.9M | 927,900 | $9.57 | Sep 30, 2026 |
Grouped by the day the Form 4 reached SEC EDGAR. Values are shares times the reported price; a price far from the market close is treated as a typo and left out. Not investment advice.