Stock Markets June 26, 2026 09:01 AM

Insider Moves: Large Purchase at Prospect Capital, Major Sales at Kymera and Dollar Tree

Executives increased stakes in select firms while directors and funds executed multimillion-dollar disposals across retail, biotech, energy and tech stocks

By Caleb Monroe
Share
Twitter Reddit Facebook LinkedIn

A review of Thursday’s most notable insider transactions across U.S. equities shows a sizable buy by Prospect Capital’s CEO, additional purchases by several energy and fintech executives, and large planned sales at Kymera Therapeutics and Dollar Tree. The filings illustrate contrasting insider approaches - accumulation at companies trading near lows or offering high yields, and programmed disposals from insiders tied to funds or trading plans for stocks that have outperformed recently.

Insider Moves: Large Purchase at Prospect Capital, Major Sales at Kymera and Dollar Tree
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • Prospect Capital CEO purchased 1,067,648 shares on June 23, 2026; holds large direct and indirect stakes and the stock pays a near-19% dividend.
  • Kymera Therapeutics directors sold large blocks under Rule 10b5-1 plans across June 23-25, 2026, with the stock up substantially over the past year and trading near a 52-week high.
  • Insider transactions spanned finance, energy, fintech, biotech, retail and healthcare, with filings citing both undervaluation and overvaluation relative to InvestingPro Fair Value assessments.

Here is a comprehensive look at the most consequential insider buying and selling activity reported on Thursday across U.S. public equities.


Top insider buys

Prospect Capital Corp - The company’s Chief Executive Officer, John F. Barry, recorded a material purchase on June 23, 2026, acquiring 1,067,648 shares of common stock. The aggregate cost of these acquisitions was $2,428,067, with reported per-share prices ranging from $2.2701 to $2.2745. Mr. Barry holds multiple roles at the firm - Chief Executive Officer, Director, and a Ten Percent Owner. Following these trades, his direct ownership stands at 89,213,725.166 shares of common stock, while an additional 432,918.737 shares are held indirectly by his spouse.

The filing notes that Prospect Capital’s shares have declined 7% year-to-date and that the company’s market capitalization is $1.14 billion. The stock pays a dividend yield of nearly 19%. According to InvestingPro data cited in the filing, the company has preserved dividend payments for 23 consecutive years.

Epsilon Energy Ltd. - Chief Executive Officer Jason Stabell expanded his indirect position via Sisu Investments, LLC, with purchases that totaled 50,000 common shares across transactions on June 22 and June 24, 2026. The reported purchase prices ranged from $5.265 to $5.34 per share, equal to an aggregate outlay of $265,177. The Form 4 filing indicates that Sisu Investments, LLC is an entity whose membership includes Mr. Stabell, his wife, and their children, and that Mr. Stabell may be deemed a beneficial owner because of his role in managing the LLC.

Epsilon Energy shares are trading near $5.32, representing a nearly 30% decline over the past year. InvestingPro analysis cited in the filings describes the stock as appearing undervalued at current levels, and the company is noted to maintain a dividend yield of 4.85%.

Pagaya Technologies Ltd. - Chief Executive Officer Gal Krubiner purchased 16,230 Class A Ordinary Shares on June 24, 2026. The transaction carried a total value of $250,467, with per-share prices between $15.409 and $15.44 and a weighted average price of $15.4324. After this purchase, Mr. Krubiner directly owns 555,906 Class A Ordinary Shares.

At the time of the filing, Pagaya’s shares were trading at $15.47, and the company’s price-to-earnings ratio was reported near 14.25. InvestingPro commentary included with the filing indicated the company appears undervalued based on its Fair Value assessment and that six analysts had recently raised earnings estimates for the upcoming period.

Stellus Capital Investment Corp - Director Arnoult J. Tim bought a total of 10,700 shares across several dates, with reported per-share prices between $8.29 and $9.27, resulting in aggregate purchases of $96,523. The filing specifies that on May 13, 2026, Mr. Tim bought 1,000 shares at $9.27 each and on May 19 he purchased 9,000 shares at $9.05 per share. A later transaction on June 23, 2026, added 700 shares at $8.29 apiece. The May transactions were filed late due to an inadvertent administrative delay, according to the disclosure.

At present, the stock trades at $8.01, close to its 52-week low of $7.78, and has declined 32% over the past six months. The company offers a dividend yield of 17% and, per InvestingPro, has paid dividends for 15 consecutive years. The investing platform also tracks additional relevant guidance for SCM investors.

Hallador Energy Co - Director Daniel Timothy Hudson acquired 5,000 shares in two transactions between June 24 and June 25, 2026, paying between $17.04 and $17.70 per share. Specifically, Mr. Hudson bought 3,000 shares at $17.04 on June 24 and a further 2,000 shares at $17.70 on June 25, resulting in total purchases worth $86,520. After the purchases, the filing shows Mr. Hudson directly owns 5,000 shares of the company’s common stock.

Hallador’s shares were trading at $18.14 according to the filing, having moved down 9% over the prior week. The energy company’s market capitalization is reported as $842 million and InvestingPro’s assessment listed the stock as trading below its Fair Value.


Top insider sells

Dollar Tree, Inc. - Director Paul C. Hilal and affiliated investment entities disclosed the sale of 2,230,455 shares of Dollar Tree common stock on June 24, 2026. The shares were sold at $111.31 per share, producing proceeds of approximately $248,271,946. The filer names include Mr. Hilal, Mantle Ridge LP, and MR Cobalt Advisor LLC, who are collectively identified as the Reporting Persons. The filing states Mantle Ridge LP and MR Cobalt Advisor LLC are regarded as directors by deputization for purposes of Section 16 of the Exchange Act due to their relationship with Mr. Hilal.

Following the sales, the stock had risen to $117.19, representing a 6.9% gain over the previous week. InvestingPro analysis referenced in the filings indicates Dollar Tree still appears undervalued at current levels and is listed among the platform’s most undervalued stocks.

Kymera Therapeutics, Inc. - Director Bruce Booth executed significant sales across several days from June 23 to June 25, 2026. One set of transactions totaled 398,895 shares sold for approximately $43.99 million, with per-share prices spanning $99.98 to $118.60. Those sales were carried out under a Rule 10b5-1 trading plan adopted by Atlas Venture Fund X, L.P. and Atlas Venture Opportunity Fund I, L.P. on December 11, 2025.

The filings note that Kymera’s stock has rallied materially - up 154% over the past year and nearly 29% in the previous week - and that the shares are trading near the 52-week high of $130.05. InvestingPro’s commentary included with the filing indicates the stock currently appears overvalued relative to its Fair Value.

In a related filing, Mr. Booth was also reported to have sold an additional 276,684 shares on June 25, 2026, for total proceeds of $34,812,908. Those disposals were priced between $119.71 and $129.61 per share and, like the earlier trades, were made pursuant to the same Rule 10b5-1 trading plan adopted by the two Atlas Venture funds on December 11, 2025. The shares in that filing are held indirectly by the funds. Mr. Booth is identified as a member of the general partners of those funds and disclaims beneficial ownership of the securities held by them, except for his pecuniary interest.

The filings emphasize the context of the sales - a stock that has doubled-plus over the year and surged in the recent week, trading near its 52-week high - and reiterate InvestingPro’s assessment that the share price looks overvalued when compared with the platform’s Fair Value estimate. The company is also listed among InvestingPro’s most overvalued names.

CoreWeave, Inc. - CEO and President Michael N. Intrator sold 307,692 shares of Class A Common Stock on June 23, 2026, for total proceeds of $32,865,847. The weighted average sale prices reported ranged from $102.7157 to $111.8039 per share, and the sales were carried out under a Rule 10b5-1 trading plan. Of the total amount sold, Mr. Intrator directly disposed of 200,000 shares of Class A Common Stock at weighted average prices within the reported range. After these transactions, the filing shows Mr. Intrator still directly holds 3,276,815 shares of Class A Common Stock.

At the time of the filing, CoreWeave’s stock had declined 14.5% over the prior week and was trading at $98.81, giving the IT services company a market capitalization of $55 billion.

Oscar Health, Inc. - Director Mario Schlosser reported sales of 1,026,500 shares of the company’s Class A Common Stock on June 23, 2026. The disposals generated roughly $30.18 million, with sale prices ranging from $28.08 to $30.09 per share. The filing states these sales were executed under a Rule 10b5-1 trading plan, which enables insiders to set predetermined schedules for trades.

Oscar Health’s shares are trading near their 52-week high of $30.38 and have rallied approximately 95% over the past six months. InvestingPro analysis included in the filings indicates the stock appears slightly undervalued relative to its Fair Value and lists it among opportunities that the platform considers undervalued.


Context and takeaways

The filings demonstrate contrasting insider behavior across multiple industries. Executives at Prospect Capital, Epsilon Energy, Pagaya Technologies, Stellus Capital Investment Corp and Hallador Energy elected to increase direct or indirect ownership in their companies, with the purchases occurring at price points that range from near recent lows to modest valuations as assessed by external analytics quoted in the filings. Many of these companies are noted as paying meaningful dividends or being rated undervalued by InvestingPro.

Conversely, several large-scale sales were disclosed by directors and executives at Dollar Tree, Kymera Therapeutics, CoreWeave and Oscar Health. In multiple instances the sales were executed under Rule 10b5-1 plans, and in the case of Kymera the divestitures were tied to funds for which the director serves as a general partner, with the filings noting a disclaimer of beneficial ownership beyond pecuniary interest. The sellers include both company officers and affiliated investment entities.

InvestingPro commentary repeatedly cited in the filings frames a number of these names relative to Fair Value - some as undervalued candidates and others as overvalued. The filings also point out recent price action, including significant year-over-year gains for Kymera and strong six-month rallies for Oscar Health, as well as near-term declines for CoreWeave and Stellus Capital.

Insider buying is often read as a signal of confidence in a company’s prospects, while insider selling can reflect a range of personal or operational considerations, including diversification, tax planning, or liquidity needs. Several of the larger sales were transacted under pre-established trading plans, which are structured to allow routine dispositions without reference to non-public developments. The filings collectively illustrate how insider moves can vary in motive and formality across firms and sectors.


Summary

Insiders reported a mix of sizable purchases and large-scale disposals on Thursday. Prospect Capital’s CEO made a notable acquisition of just over 1.06 million shares, while executives at Epsilon Energy, Pagaya Technologies, Stellus Capital and Hallador Energy also added to positions. On the sell side, major transactions included the sale of more than 2.23 million Dollar Tree shares by Paul C. Hilal and affiliates, and multimillion-dollar disposals at Kymera Therapeutics tied to Rule 10b5-1 plans adopted by Atlas Venture funds. Additional large sales were reported at CoreWeave and Oscar Health under similar trading-plan arrangements.


Key points

  • Prospect Capital’s CEO increased his direct stake by 1,067,648 shares on June 23, 2026, paying between $2.2701 and $2.2745 per share, and holds substantial direct and indirect ownership.
  • Substantial programmed sales were recorded at Kymera Therapeutics and Dollar Tree, with Kymera’s disposals linked to Rule 10b5-1 plans and Atlas Venture funds, and Dollar Tree sales executed by a director and affiliated investment entities for proceeds of roughly $248.3 million.
  • Insider activity spanned multiple sectors - finance and credit investment trusts, energy, fintech and AI-related technology, biotech, retail and healthcare - showing a broad spectrum of insider positioning across the market.

Risks and uncertainties

  • Valuation discrepancies - Some filings note that certain stocks, notably Kymera Therapeutics, appear overvalued relative to InvestingPro’s Fair Value estimates, while others are flagged as undervalued. Valuation assessments are subject to change and may affect investor interpretation of insider trades.
  • Price volatility and recent performance - Several companies highlighted have experienced sharp price moves in short timeframes (for example, Kymera’s 154% year-over-year gain and nearly 29% weekly rise, and Oscar Health’s 95% six-month gain), which can increase risk for investors attempting to use insider activity as a sole signal for timing trades.
  • Administrative and structural considerations - Late filings (as in the case of Stellus Capital purchases) and trading schedules implemented under Rule 10b5-1 plans may complicate straightforward readings of intent behind trades. Sales executed under pre-set plans or by funds where directors disclaim beneficial ownership may reflect fund-level decisions rather than individual views about a company’s near-term prospects.

Tags

insiders, dividends, energy, biotech, retail

Risks

  • Valuation discrepancies noted in filings - some names are flagged as overvalued (Kymera) while others appear undervalued, creating conflicting signals for investors.
  • Recent large price movements for several stocks (e.g., Kymera and Oscar Health) increase volatility risk and complicate the interpretation of insider trades.
  • Administrative delays and trades executed under Rule 10b5-1 plans can mask the personal intentions of insiders, as sales may reflect fund or pre-arranged decisions rather than views on near-term company performance.

More from Stock Markets

Incyte Shares Climb After CHMP Recommends EU Approval for Ruxolitinib Cream Jun 26, 2026 HIVE Digital Increases Exchangeable Note Offering to $115M; Shares Slip Jun 26, 2026 Rocket Lab Shares Rise After NASA Names Provider for Three Electron Launches Jun 26, 2026 Aevex to Join Russell 2000; Shares Jump on Reconstitution News Jun 26, 2026 Argus Opens Coverage of SpaceX at Hold, Flags Multi-Year Path to Justify Record IPO Valuation Jun 26, 2026