Stock Markets March 25, 2026

Insider Moves: Janus Living Directors Lead $3.58M Buying Spree as Large Holders Trim Positions in Tech and Energy Names

Executives and directors at Janus Living purchase IPO shares; major institutional sellers offload stakes in Dell, PBF and Guardian Pharmacy Services

By Hana Yamamoto JAN BETR DELL PBF GRDN
Insider Moves: Janus Living Directors Lead $3.58M Buying Spree as Large Holders Trim Positions in Tech and Energy Names
JAN BETR DELL PBF GRDN

Insider filings made public Tuesday reveal concentrated buying at Janus Living, Inc. (NASDAQ: JAN) by the company’s CEO and several directors tied to its recent IPO, totaling $3.58 million. Separately, large shareholders and affiliated entities sold sizable stakes in Dell Technologies (DELL), PBF Energy (PBF) and Guardian Pharmacy Services (GRDN), generating multi-million-dollar proceeds. Better Home & Finance Holding Co. (BETR) CEO Vishal Garg also added to his holdings in a sequence of purchases worth $618,931.

Key Points

  • Janus Living insiders and directors acquired a combined $3.58 million of Class A-1 Common Stock at the IPO price on March 23, 2026, with CEO Scott M. Brinker purchasing 100,000 shares for $2,000,000.
  • BETR CEO Vishal Garg purchased multiple tranches of Class A Common Stock on March 23 and 24, 2026, for a total of $618,931 and now directly owns 52,660 shares.
  • Major shareholders and affiliated entities sold significant stakes in Dell, PBF Energy and Guardian Pharmacy Services in transactions that generated multi-million-dollar proceeds.

Here is a detailed review of the most notable insider purchase and sale disclosures filed on Tuesday for U.S.-listed companies.


Janus Living: concentrated insider buying tied to IPO

Janus Living, Inc. (NASDAQ: JAN) attracted significant insider buying on March 23, 2026, when multiple executives and directors acquired shares priced at $20.00 per share in transactions connected with the company’s initial public offering. Collectively, the purchases amounted to $3,580,000.

Leading the activity, President and Chief Executive Officer Scott M. Brinker purchased 100,000 shares of Class A-1 Common Stock at $20.00 per share, a $2,000,000 outlay. The Form 4 filing submitted to the Securities and Exchange Commission records that the shares were purchased directly from the underwriting syndicate during Janus Living’s IPO. Following the transaction, Brinker directly holds 100,000 Class A-1 shares.

The stock is trading at $23.75, reflecting an immediate rise of 18.8% relative to the IPO purchase price and sitting close to its 52-week high of $24.36. The company’s market capitalization stands at $6.1 billion.

Director Arabia John V bought 60,000 Class A-1 shares on the same date at the same $20 per share price, a transaction valued at $1,200,000 according to the Form 4 filing. The filing also notes that Arabia John V received 2,500 shares and 5,000 shares of Class A-1 Common Stock as part of the equity items reported in the document. With the market price of $23.75, the director’s purchase likewise represents an 18.8% gain from the acquisition price.

Director Katherine M. Sandstrom acquired 13,500 shares at $20 per share for a total of $270,000, as disclosed in a Form 4 filed with the SEC. That filing additionally records that Sandstrom received 2,500 shares and 5,000 shares of Class A-1 Common Stock at no cost. The 2,500 shares were granted as vested shares in connection with the IPO, while the 5,000 shares represent restricted stock units provided as annual equity compensation for her service as a director. At the current quoted price of $23.75, Sandstrom’s purchase shows an immediate gain of nearly 19% and the stock remains close to its 52-week peak of $24.36.

Director Charles J. Herman Jr. also participated in the same round of IPO-related purchases. Herman acquired 5,500 Class A-1 shares at $20 per share for $110,000, and the Form 4 indicates he was issued 2,500 shares plus 5,000 shares of Class A-1 Common Stock at no cost. As with the other insider purchases, Herman’s trade sits near a roughly 19% paper gain at the prevailing market price of $23.75.

Taken together, these disclosures show company leadership and directors taking up shares tied directly to Janus Living’s public offering and to director compensation grants. The market has bid the stock up since the IPO allocations, leaving the company trading near its yearly high mark and reflecting a $6.1 billion market valuation.


Better Home & Finance CEO adds to stake

Vishal Garg, Chief Executive Officer of Better Home & Finance Holding Co. (EXCHANGE: BETR), reported a series of purchases of Class A Common Stock executed on March 23 and March 24, 2026, that together total $618,931. The reported trades were carried out at prices spanning from $28.3743 to $30.0603 per share.

The Form 4 details specific lots: 750 shares at $28.50; 9,850 shares at a weighted average of $29.5625, with executions ranging between $29.00 and $29.92; 6,701 shares at a weighted average of $28.3743, spanning $27.76 to $28.75; 999 shares at a weighted average of $29.0843, in the $28.76 to $29.44 band; and 2,900 shares at a weighted average of $30.0603, with executions from $29.99 to $30.45. After these transactions, Garg directly owns 52,660 shares of the company’s Class A Common Stock.


Large-scale selling by private-equity affiliates and major holders

On the selling side, affiliates of Silver Lake Group and other major holders reported substantial disposals in Dell Technologies Inc. (NYSE: DELL) Class C Common Stock. On March 23, 2026, entities associated with Silver Lake sold shares that generated approximately $74.6 million in proceeds. Sales within that package were executed at prices ranging from $160.60 to $164.18 per share. Since the sales, Dell shares have traded at $176.91 - almost 10% above the reported sale range and roughly 1% below its 52-week high.

InvestingPro performance figures cited with the filings show Dell’s year-to-date return at 41% and a one-year return of 81% at a market capitalization of $114 billion. The sellers in the March 23 block include SL SPV-2, L.P., Silver Lake Partners IV, L.P., Silver Lake Partners V DE (AIV), L.P., and related affiliates.

Separately, Silver Lake Partners reported a sale on March 20, 2026, of 299,933 shares of Dell Class C Common Stock for about $49.3 million. Those shares changed hands at prices between $163.51 and $165.49 on the filing date. As with the later March 23 selling activity, the stock has since rallied towards its yearly high; the report notes a one-year gain of 80% for Dell. The March 20 package involved multiple Silver Lake entities including SL SPV-2, Silver Lake Partners IV and V, and Silver Lake Technology Investors IV and V.

In energy sector trading, Control Empresarial de Capitales S.A. de C.V., identified as a 10 percent owner of PBF Energy Inc. (NYSE: PBF), disclosed a series of sales totaling 811,300 Class A shares for roughly $38.8 million. The Form 4 breaks those transactions into several tranches with prices from $47.0037 to $49.5319. On March 20, Control Empresarial sold 239,600 shares at a weighted average price of $48.5473 and 100,400 shares at a weighted average of $49.5319. On March 23, the entity sold 463,162 shares at a weighted average price of $47.0037 and an additional 8,838 shares at a weighted average price of $47.6443. PBF shares are trading near a 52-week high of $50.47 and have posted a one-year total return of 146% per the InvestingPro summary cited with the filings.

In healthcare services, Pharmacy Investors, LLC - a member of a group that holds 10% of Guardian Pharmacy Services, Inc. (NASDAQ: GRDN) - sold 827,636 Class A shares on March 20, 2026, at $29.6825 per share for total proceeds of $24,566,305. Since that sale, GRDN has appreciated to $37.57 and sits close to its 52-week high of $38.12, yielding a 75.6% one-year return according to InvestingPro data. The company’s market capitalization is recorded at $2.36 billion, and the InvestingPro analysis referenced in the filing indicates that the stock is trading above its Fair Value. Following the transaction, Pharmacy Investors retains 1,035,928 shares of Guardian Pharmacy Services.


What these filings indicate and how to interpret them

Insider filings capture a snapshot of how corporate insiders and large holders are allocating their own capital, and the group of disclosures filed on Tuesday illustrates both concentrated buying tied to an IPO and meaningful disposals by large shareholders and private-equity affiliates. The Janus Living purchases were executed at the IPO allotment price and reflect direct participation by company leadership and directors in the public listing. Conversely, the sales at Dell, PBF and GRDN involved pre-existing holders and affiliated entities realizing substantial cash proceeds at varying levels relative to recent market prices.

These filings should be considered as one input among many when assessing investment opportunities. Insider purchases can signal confidence from management or directors, particularly when they follow an offering or form part of compensation arrangements. Large-scale sales by institutional or affiliated sellers, meanwhile, can reflect a range of motivations from portfolio rebalancing to liquidity needs, and do not by themselves provide a definitive judgment on future company performance.

Investors and analysts should weigh these transactions alongside company fundamentals, valuation metrics, and prevailing market conditions. The disclosed transactions contain precise lot sizes, dates, and prices that market participants can track, but they do not provide explicit commentary on the strategic rationale behind each trade.


Takeaways

  • Janus Living insiders and directors bought IPO-priced shares totaling $3.58 million on March 23, 2026, with the CEO’s allocation representing the largest single purchase.
  • BETR CEO Vishal Garg accumulated shares across multiple executions on March 23-24, 2026, increasing his direct ownership to 52,660 Class A shares.
  • Affiliated sellers and major holders realized tens of millions of dollars in proceeds by selling Dell, PBF and GRDN shares in mid- to late-March trades, with sale prices that in several cases preceded further price appreciation in the open market.

Monitoring filings of this kind can provide context on insider conviction and shareholder actions, but they should be combined with a broader analysis when evaluating potential investments.

Risks

  • Insider sales by large holders - such as the Silver Lake entities selling Dell shares and Control Empresarial selling PBF shares - may reflect portfolio management or liquidity needs rather than negative company fundamentals, creating uncertainty for market interpretation in the technology and energy sectors.
  • The reported disposals at prices below subsequent higher market levels introduce timing risk for sellers and complicate retrospective assessments of those transactions across technology and consumer healthcare sectors.
  • Insider purchases tied to IPO allocations, such as those at Janus Living, represent limited-time access to shares at the offering price and may not indicate long-term buying patterns, adding uncertainty for investors assessing consumer-facing companies.

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