Edge For Alpha

Tracking insider buying from SEC Form 4 filings.
Equal-dollar research portfolio.
Early results: +1.68% alpha vs equal-weight S&P (RSP).
Data, not advice.

[Edge For Alpha @EdgeFromSEC]

I’ve just relaunched EdgeForAlpha.

I track real open-market insider buys (SEC Form 4) and compare them to the market.

Early research: an equal-dollar insider portfolio shows +1.68% alpha vs the equal-weight S&P 500 (RSP) from Jul–Nov 2025.

Data, not advice: https://t.co/HNmvnnsmWO

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $N/A (Fortress Net Lease REIT) — $20,000,000 by 10% Owner. Not a pre-planned trade. Now holds 2,325,711 shares. Industry: Real Estate Investment Trusts. Trade date: 2026-10-01.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $PAM (Pampa Energy) — $4,400,397 by President. Not a pre-planned trade. Now holds 13,959,067 shares. Industry: Electric Services. Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $AVR (Anteris Technologies Global) — $2,454,344 by 10% Owner. Not a pre-planned trade. Now holds 5,200,767 shares. Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies. Trade date: 2026-10-01.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $GPUS (Hyperscale Data) — $5,000,000 by Executive Chairman. Not a pre-planned trade. Now holds 13,925,566 shares. Industry: Oil & Gas Field Machinery & Equipment. Trade date: 2026-09-30.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $BPRE (Bluerock Private Real Estate Fund) — $1,943,544 by Director. Not a pre-planned trade. Now holds 906,360 shares. Trade date: 2026-09-30.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $LEN (LENNAR CORP /NEW/) — $52,120,753 by 10% Owner. Not a pre-planned trade. Now holds 26,034,436 shares. Industry: General Bldg Contractors - Residential Bldgs. Trade date: 2026-09-30.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $GPI (GROUP 1 AUTOMOTIVE) — $8,414,173 by 10% Owner. Not a pre-planned trade. Now holds 1,721,849 shares. Industry: Retail-Auto Dealers & Gasoline Stations. Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $NONE (NC SLF) — $4,960,398 by 10% Owner. Not a pre-planned trade. Now holds 35,999,217 shares. Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $NONE (AGL Private Credit Income Fund) — $22,380,356 by 10% Owner. Not a pre-planned trade. Now holds 20,319,560 shares. Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $PRTA (PROTHENA CORP PUBLIC LTD) — $1,405,674 by 10% Owner. Not a pre-planned trade. Now holds 214,000 shares. Industry: Pharmaceutical Preparations. Trade date: 2026-09-29.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $KOD (Kodiak Sciences) — $17,666,310 by Director. Not a pre-planned trade. Now holds 20,159,386 shares. Industry: Biological Products, (No Diagnostic Substances). Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $ADRX (ADARx Pharmaceuticals) — $10,074,081 by Director. Not a pre-planned trade. Now holds 5,554,094 shares. Industry: Pharmaceutical Preparations. Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $ADRX (ADARx Pharmaceuticals) — $10,074,081 by 10% Owner. Not a pre-planned trade. Now holds 5,554,094 shares. Industry: Pharmaceutical Preparations. Trade date: 2026-09-28.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $COUR (Coursera) — $6,748,872 by 10% Owner. Not a pre-planned trade. Now holds 27,806,415 shares. Industry: Services-Prepackaged Software. Trade date: 2026-09-25.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $PAM (Pampa Energy) — $1,956,500 by President. Not a pre-planned trade. Now holds 1,616,184 shares. Industry: Electric Services. Trade date: 2026-09-25.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $CX (CEMEX SAB DE CV) — $6,926,305 by Director. Not a pre-planned trade. Now holds 10,000,000 shares. Industry: Cement, Hydraulic. Trade date: 2026-09-25.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $LEN (LENNAR CORP /NEW/) — $43,518,878 by 10% Owner. Not a pre-planned trade. Now holds 24,252,102 shares. Industry: General Bldg Contractors - Residential Bldgs. Trade date: 2026-09-23.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $NONE (Blackstone Multi-Strategy Hedge Fund) — $2,000,000 by Director. Not a pre-planned trade. Now holds 78,308 shares. Industry: Investment Advice. Trade date: 2026-09-01.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $NONE (Blackstone Multi-Strategy Hedge Fund) — $7,000,000 by Director. Not a pre-planned trade. Now holds 274,079 shares. Industry: Investment Advice. Trade date: 2026-09-01.

[Edge For Alpha @EdgeFromSEC]

Open-market buy: $HHH (Howard Hughes Holdings) — $1,602,938 by Executive Chairman, Vantage. Not a pre-planned trade. Now holds 96,943 shares. Industry: Real Estate Investment Trusts. Trade date: 2026-09-23.