Love the view?
Make it your next adventure.
Explore our travel guides. Share your stories, tips and questions on Reddit.
Explore our travel guides. Share your stories, tips and questions on Reddit.

Biotech catalyst, news and analysis PDUFA tracker

Biotech catalyst, news and analysis PDUFA tracker
Twenty purchase groups and twenty sale groups, each verified against SEC filings. Transaction dates determine inclusion; this is not an exhaustive ranking of the entire market or a list of trading recommendations.
Get every Merlintrader report in real time on Telegram: join @merlintraderpub_com.
The verified sample contains $78,493,337 in purchases and $1,172,541,081 in sales. Corebridge / Nippon Life leads purchases, followed by Borr Drilling / Tor Olav Trøim. Medline / GIC leads sales. These are screened reporting groups, not a full-market ranking.
These are gross transactions reported by management, directors and significant owners. They are not net fund flows or comparable measures of conviction. IPO sales, institutional ownership changes and tax-related transactions require their own context.
Methodology and scope. Finviz screens as of October 10 listed 200 entries per side. After filtering transaction dates October 5–9, the first 30 candidate groups per side were checked against SEC filings; the 20 largest eligible groups per side are shown. Only in-period non-derivative P/A purchases and S/D sales enter totals. Awards, gifts, derivatives, option exercises and out-of-period trades are excluded. GGR purchase agreements awaiting closing are excluded. IHT is excluded because its reported per-share price is anomalous and could not be verified; no substitute price is used. Lot quantity multiplied by reported price is summed with decimal arithmetic, then rounded half up to whole dollars; aggregate totals are rounded from unrounded values. Joint owners count once; distinct Silver Lake funds remain separate groups. Weighted-average prices are shown to four decimals. Codes P/S can include private transactions: only an explicit source supports an open-market label. A plan checkbox or footnote supports the plan label; an absent marker does not establish discretion. This bounded discovery sample may omit larger transactions.
Transaction dates October 5–9, 2026. USD values rounded to whole dollars; quantities and weighted-average prices match the linked filings.
| # | Ticker | Insider | Role | Dates | Avg. price | Shares | Value | Context | Source |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $CRBG | NIPPON LIFE INSURANCE CO | 10% Owner | 2026-10-05 2026-10-06 2026-10-07 | $34.5551 | 788,968 | $27,262,829 | Reported Rule 10b5-1 plan. | SEC 1 · SEC 2 · SEC 3 |
| 2 | $BORR | Troim Tor Olav | Director | 2026-10-05 2026-10-06 2026-10-07 | $4.2239 | 4,250,000 | $17,951,550 | No plan indicated; this does not establish discretion. | SEC 1 · SEC 2 · SEC 3 |
| 3 | $BPRE | KAMFAR RAMIN | Director | 2026-10-05 2026-10-06 2026-10-07 2026-10-08 2026-10-09 | $13.0139 | 744,807 | $9,692,835 | Fund; ownership through Bluerock. No plan indicated; this does not establish discretion. | SEC 1 · SEC 2 |
| 4 | $AVR | L1 Capital Pty Ltd | 10% Owner | 2026-10-05 2026-10-06 | $7.4123 | 921,150 | $6,827,847 | Common stock only; CDIs and warrants excluded. No plan indicated; this does not establish discretion. | SEC 1 · SEC 2 |
| 5 | $PSUS | ISRAEL RYAN | Chief Investment Officer | 2026-10-05 2026-10-06 | $37.5838 | 178,475 | $6,707,763 | Fund; open-market purchases. October 2 excluded. No plan indicated; this does not establish discretion. | SEC 1 |
| 6 | $SAH | Rusnak Paul P. | 10% Owner | 2026-10-05 2026-10-06 2026-10-07 | $59.7701 | 42,576 | $2,544,772 | No plan indicated; this does not establish discretion. | SEC 1 · SEC 2 · SEC 3 |
| 7 | $PRTA | SCULLY WILLIAM P | 10% Owner | 2026-10-07 2026-10-08 | $8.4700 | 215,000 | $1,821,054 | No plan indicated; this does not establish discretion. | SEC 1 |
| 8 | $LWAY | Divisadero reporting group | 10% Owner | 2026-10-05 2026-10-06 | $20.8896 | 86,202 | $1,800,725 | Joint reporting owners counted once. No plan indicated; this does not establish discretion. | SEC 1 |
| 9 | $NXH | LEMONIS MARCUS | EXECUTIVE CHAIRMAN & CEO | 2026-10-06 | $2.7600 | 362,319 | $1,000,000 | No plan indicated; this does not establish discretion. | SEC 1 |
| 10 | $MXF | Saba Capital Management, L.P. | 10% Owner | 2026-10-05 | $20.0900 | 25,900 | $520,331 | Fund; Saba ownership. No plan indicated; this does not establish discretion. | SEC 1 |
| 11 | $FUL | BAILLY R JEFFREY | Director | 2026-10-07 | $50.0000 | 10,000.0000 | $500,000 | No plan indicated; this does not establish discretion. | SEC 1 |
| 12 | $GF | Saba Capital Management, L.P. | 10% Owner | 2026-10-05 2026-10-06 2026-10-07 | $10.4973 | 31,864 | $334,487 | Fund; Saba ownership. No plan indicated; this does not establish discretion. | SEC 1 · SEC 2 · SEC 3 |
| 13 | $IMMR | Singer Eric | President and CEO | 2026-10-07 | $7.1415 | 41,000 | $292,800 | No plan indicated; this does not establish discretion. | SEC 1 |
| 14 | $PDI | FLATTUM DAVID C | Director | 2026-10-06 | $14.3000 | 17,448.13 | $249,508 | Investment fund. No plan indicated; this does not establish discretion. | SEC 1 |
| 15 | $PHK | FLATTUM DAVID C | Director | 2026-10-06 | $4.1400 | 60,204.17 | $249,245 | Investment fund. No plan indicated; this does not establish discretion. | SEC 1 |
| 16 | $ECF | Saba Capital Management, L.P. | 10% Owner | 2026-10-07 | $11.9700 | 17,548 | $210,050 | Fund; Saba ownership. No plan indicated; this does not establish discretion. | SEC 1 |
| 17 | $HRL | Newlands William A | Chairman of the Board | 2026-10-05 | $20.1000 | 10,000 | $201,000 | No plan indicated; this does not establish discretion. | SEC 1 |
| 18 | $AGMB | Epstein David R | Director | 2026-10-05 2026-10-06 2026-10-08 | $8.7233 | 15,000 | $130,850 | No plan indicated; this does not establish discretion. | SEC 1 · SEC 2 |
| 19 | $NXRT | McGraner Matt | See Remarks | 2026-10-05 | $18.4200 | 5,500 | $101,310 | No plan indicated; this does not establish discretion. | SEC 1 |
| 20 | $AGMB | Knotnerus Tim Jasper | Chief Executive Officer | 2026-10-05 2026-10-06 | $8.5800 | 11,000 | $94,380 | No plan indicated; this does not establish discretion. | SEC 1 |
Transaction dates October 5–9, 2026. USD values rounded to whole dollars; quantities and weighted-average prices match the linked filings.
| # | Ticker | Insider | Role | Dates | Avg. price | Shares | Value | Context | Source |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $MDLN | GIC Private Ltd / GIC Special Investments Pte Ltd / Hux Investment Pte. Ltd. | 10% Owner | 2026-10-05 2026-10-06 | $35.1625 | 10,960,690 | $385,404,928 | Distinct direct and indirect lots; October 2 excluded. No plan indicated; this does not establish discretion. | SEC 1 |
| 2 | $ESTC | Schuurman Steven | Director | 2026-10-05 | $90.1300 | 1,500,000 | $135,195,000 | No plan indicated; this does not establish discretion. | SEC 1 |
| 3 | $ANET | Ullal Jayshree | CEO and Chairperson | 2026-10-06 2026-10-07 | $212.9723 | 557,366 | $118,703,535 | Reported Rule 10b5-1 plan. | SEC 1 · SEC 2 |
| 4 | $NBIS | Nave Ophir | COO | 2026-10-05 | $235.5309 | 500,000 | $117,765,468 | Reported Rule 10b5-1 plan. | SEC 1 |
| 5 | $CBL | CANYON CAPITAL ADVISORS LLC / Friedman Joshua S / Julis Mitchell R | Member of 10% owner group | 2026-10-06 | $52.1900 | 1,307,500 | $68,238,425 | Canyon: open-market sale for managed accounts. No plan indicated; this does not establish discretion. | SEC 1 |
| 6 | $HOOD | Tenev Vladimir | Chief Executive Officer | 2026-10-05 | $113.7161 | 375,000 | $42,643,527 | Reported Rule 10b5-1 plan. | SEC 1 |
| 7 | $NET | Zatlyn Michelle | President and Board Co-Chair | 2026-10-05 2026-10-06 2026-10-07 | $355.8834 | 99,009 | $35,235,659 | Reported Rule 10b5-1 plan. | SEC 1 |
| 8 | $DELL | Silver Lake Partners IV / Egon Durban | Director | 2026-10-06 | $575.2382 | 54,236 | $31,198,621 | Separate Silver Lake fund, distinct from other DELL lots. No plan indicated; this does not establish discretion. | SEC 1 |
| 9 | $NTNX | RAMASWAMI RAJIV | Chief Executive Officer | 2026-10-06 2026-10-07 | $73.6511 | 400,000 | $29,460,437 | Reported Rule 10b5-1 plan. | SEC 1 |
| 10 | $DELL | Silver Lake SPV-2 / Egon Durban | Director | 2026-10-06 | $575.4329 | 46,323 | $26,655,778 | Separate Silver Lake fund, distinct from other DELL lots. No plan indicated; this does not establish discretion. | SEC 1 |
| 11 | $TT | Regnery David S | Chair and CEO | 2026-10-06 | $480.0000 | 48,091 | $23,083,680 | Reported Rule 10b5-1 plan. | SEC 1 |
| 12 | $GAP | FISHER WILLIAM SYDNEY | Director | 2026-10-05 2026-10-06 | $23.6392 | 933,656 | $22,070,868 | No plan indicated; this does not establish discretion. | SEC 1 |
| 13 | $UTHR | ROTHBLATT MARTINE A | Chairperson & CEO | 2026-10-05 2026-10-06 2026-10-07 2026-10-08 | $540.8917 | 38,000.00 | $20,553,883 | Sale leg counted; option exercise excluded. Reported Rule 10b5-1 plan. | SEC 1 · SEC 2 · SEC 3 · SEC 4 |
| 14 | $WDAY | DUFFIELD DAVID A | 10% Owner | 2026-10-06 | $187.3172 | 99,228 | $18,587,115 | Reported Rule 10b5-1 plan. | SEC 1 |
| 15 | $BNTX | Sahin Ugur | Chief Executive Officer | 2026-10-05 2026-10-06 2026-10-07 2026-10-08 2026-10-09 | $95.8894 | 180,209 | $17,280,130 | Reported Rule 10b5-1 plan. | SEC 1 · SEC 2 · SEC 3 |
| 16 | $HPE | Neri Antonio F | President and CEO | 2026-10-05 | $68.3102 | 250,000 | $17,077,550 | Reported Rule 10b5-1 plan. | SEC 1 |
| 17 | $DUOL | von Ahn Luis | President & CEO, Co-Founder | 2026-10-07 | $151.7002 | 110,046 | $16,694,000 | Option exercises excluded. Reported Rule 10b5-1 plan. | SEC 1 |
| 18 | $SNOW | Dageville Benoit | Director | 2026-10-07 | $333.4200 | 50,000 | $16,671,000 | Gifts excluded. Reported Rule 10b5-1 plan. | SEC 1 |
| 19 | $DELL | Silver Lake Partners V / Egon Durban | Director | 2026-10-06 | $575.4328 | 26,539 | $15,271,411 | Separate Silver Lake fund, distinct from other DELL lots. No plan indicated; this does not establish discretion. | SEC 1 |
| 20 | $DDOG | Le-Quoc Alexis | Chief Technology Officer | 2026-10-07 | $273.5953 | 53,912 | $14,750,067 | Reported Rule 10b5-1 plan. | SEC 1 |
Only October 5–9 transactions enter this edition. For example, the October 2 Medline and Pershing Square USA transactions are excluded even when they appear in one of the linked filings.
A filing can identify several beneficial owners of the same shares. Joint reporting is counted once; distinct lots and distinct Silver Lake funds remain distinguishable.
AVR totals use common-stock purchases only. Its derivative table also contains CHESS instruments and Australian-dollar references; those instruments do not enter this USD common-stock total.
GGR reports agreements to buy shares upon closing; it is excluded from completed purchases. IHT has an anomalous reported unit price and is also excluded until it can be verified. A filing is primary evidence, but its numerical fields still require scrutiny.
Nippon Life’s CRBG purchases were under a plan adopted August 7. Many executive sales also carry plan markers. A prearranged plan is not evidence of a new discretionary view.
The filings report $17,951,550 of purchases on October 5–7 through Drew Holdings. The size merits attention, but the filings do not establish the future operating performance of the drilling business.
Nippon Life reports $27,262,829 of purchases on October 5–7 under a disclosed Rule 10b5-1 plan. This is accumulation by a significant shareholder, not a spontaneous CEO purchase.
William Scully reports $1,821,054 of Prothena purchases on October 7–8. The transaction is distinct from clinical evidence and does not establish the probability of a successful trial.
Medline / GIC totals $385,404,928 for October 5–6, excluding the prior-week lots in the same filing. Elastic / Steven Schuurman totals $135,195,000. Canyon’s CBL filing explicitly describes an open-market sale worth $68,238,425. These large-owner events differ from compensation-related executive sales.
ANET, HOOD, UTHR and other rows carry plan disclosures. For UTHR and DUOL only the sale legs enter the totals; option exercises are excluded. SNOW gifts are excluded. Separate DELL fund positions are identified rather than presented as repeated sales of the same shares.
Each lot was checked against transaction dates, prices, security types and plan disclosures. GGR and IHT were excluded for the reasons above. AVR uses only common stock; the October 2 lots in MDLN and PSUS are outside the edition. The result is a bounded, reproducible sample, not a claim to cover every SEC filing.
The initial transaction list comes from Finviz, as of October 10. Each ranked group links to its primary SEC Form 4 evidence: 57 distinct filings for 40 groups. Amounts sum in-period non-derivative P/A purchases and S/D sales at reported prices. Exclusion evidence: IHT filing; GGR filing.
Reported prices can be weighted averages, so displayed values are estimates based on filing precision. Rounded group totals may not add exactly to the aggregate rounded total. This screen is not a full-market census; it can omit filings outside the discovery sample. Ownership changes and trading plans do not by themselves establish investment merit.
Join the Merlintrader Telegram channel and receive every new report when it goes live.
Join @merlintraderpub_com on TelegramDisclaimer. Educational and informational purposes only. Not investment advice or a recommendation. Insider transactions are public records and do not by themselves imply a view on a security. Do your own research and consult a licensed financial adviser. Full disclaimer.