Distilled Insider — September 25, 2026

Insider Signal Report — 2026-09-25

Scan covers trades filed 2026-09-20 → 2026-09-25 (2-day filing lag accounted for) | 12 qualifying trades scanned | 2 signals detected


★★★★ Fresh Conviction Entry

Criteria: New Position + C-Suite + Drawdown ≥10%

C-suite executive initiating a brand-new position (no prior purchase in 2 years) after a ≥10% decline. Deliberate timing: they chose this specific entry point from scratch. ~50–55% win rate at 3–6m; works faster than repeat buyers. Target 6–9m hold.

Target Hold: 6–9 months

TickerCompanyTrade DateInsiderTitleValuePrior 30dC-SuiteNew PosAlso Qualifies
DKSDICK'S SPORTING GOODS, INC.2026-09-22Gupta NavdeepEVP, Chief Financial Officer$1000K-24.6%✓✓—

★★★ Momentum Confirmation

Criteria: Insider Buy After >+10% Prior Month

Any insider buying ≥$200k after the stock already moved up >10% in the prior month. Counter-intuitive but data-backed: exec sees real fundamental improvement behind the move. EV +17–34% through 9m — exit at 9m as performance degrades past that point.

Target Hold: 6–9 months

TickerCompanyTrade DateInsiderTitleValuePrior 30dC-SuiteNew PosAlso Qualifies
GMEGameStop Corp.2026-09-21Cohen RyanPresident, CEO and Chairman$26.4M+26.2%✓——

Notable Buys — No Strategy Match

Trades ≥$500,000 that didn't meet any strategy filter. Often in the −5% to 0% prior-return zone (weakest bucket) or missing price data.

TickerCompanyTrade DateInsiderTitleValuePrior 30dC-SuiteNew PosAlso Qualifies
BBDBANK BRADESCO2026-09-18Alvarez Denise Aguiarmaybe director$2.3M+12.6%—✓—
CRMSalesforce, Inc.2026-09-18Kirk David Blairmaybe director$999K+15.6%———
BBDBANK BRADESCO2026-09-18Alvarez Rubens Aguiarmaybe director$843K+12.6%—✓—
BBDBANK BRADESCO2026-09-18Pavarina Denise Paulimaybe director$843K+12.6%—✓—
BBDBANK BRADESCO2026-09-18da Cunha Paulo Roberto Simoesmaybe director$843K+12.6%—✓—
BBDBANK BRADESCO2026-09-18Caffarelli Paulo Rogeriomaybe director$562K+12.6%—✓—
BBDBANK BRADESCO2026-09-18Nunes Regina Helena Jorgemaybe director$562K+12.6%—✓—

Signal Summary

RatingStrategySignals
★★★★★Conviction Bottom0
★★★★Informed Accumulation0
★★★★Fresh Conviction Entry1
★★★Momentum Confirmation1
★★Fallen Knife w/ Insider Backstop0

Generated 2026-09-25 · Strategies based on backtests 2021–2026 on US insider purchases

This content is for informational purposes only and does not constitute financial, investment, or trading advice. Always consult a qualified financial professional before making any investment decisions.