LSB
LakeShore Biopharma Co., Ltd
stock NASDAQ

On 3/31 alone, 1,040 Form 4 filings (insider transactions) were submitted to the SEC. Most are stock options, tax withholdings, and routine compensation. I filter through them to find the large, voluntary open-market transactions.
Here's what stood out.
**RA Capital — $53M+ in biotech purchases**
RA Capital Management, a healthcare-focused fund, made large purchases across two biotech companies:
|Stock|Date|Shares|Price|Amount|
|:-|:-|:-|:-|:-|
|WVE (Wave Life Sciences)|3/26|4,954,558|$6.06|$30.0M|
|WVE (Wave Life Sciences)|3/27|2,495,623|$6.43|$16.0M|
|MLYS (Mineralys Therapeutics)|3/27|310,700|$23.67|$7.3M|
After the purchase, RA Capital holds **26M shares** of WVE. Wave Life Sciences develops RNA therapeutics. Mineralys focuses on cardiovascular treatments.
**Energy sector executive sales**
|Executive|Company|Amount|Shares|
|:-|:-|:-|:-|
|Ryan Lance (CEO)|ConocoPhillips (COP)|$15.0M|113,000 @ $132.71|
|Anatol Feygin (EVP/CCO)|Cheniere Energy (LNG)|$8.8M|30,000 @ $290.89|
Two C-suite executives from major energy companies filed sales on the same day.
**Other large transactions:**
**Buys:**
* Constellation Software bought 10.6M shares of **Sabre Corp (SABR)** at $1.16 ($12.3M) — now a 10%+ owner
* OEP VII (PE fund) bought 820K shares of **AdaptHealth (AHCO)** at $9.73 ($8.0M)
**Sells:**
* Fairmount Funds sold 7M shares of **Cogent Biosciences (COGT)** — **$243M** single transaction
* Todd Boehly sold 4.89M shares of **LSB Industries (LXU)** — $72.6M
* Platinum Equity sold 1.35M shares of **Ingram Micro (INGM)** — $28.8M
**Notable 8-K filings:**
* **Red Cat Holdings (RCAT)** — Announced two drone acquisitions in one day (Quaze Technologies + Apium Swarm Robotics). Both focus on defense drone/swarm technology.
* **Denali Therapeutics (DNLI)** — Received $200M following FDA accelerated approval of tividenofusp alfa on 3/24.
* **Repay Holdings (RPAY)** — Acquiring KUBRA for $372M. Expected to close Q2 2026.
* **McCormick (MKC)** — Q1 FY2026 earnings released. Reaffirmed 2026 outlook.
All data from SEC EDGAR Form 4 and 8-K filings (public record). This is not financial advice. I just find it interesting to track what insiders are actually doing with their own money. Always check the original filings and do your own research.

On 3/31 alone, 1,040 Form 4 filings (insider transactions) were submitted to the SEC. Most are stock options, tax withholdings, and routine compensation. I filter through them to find the large, voluntary open-market transactions.
Here's what stood out.
**RA Capital — $53M+ in biotech purchases**
RA Capital Management, a healthcare-focused fund, made large purchases across two biotech companies:
|Stock|Date|Shares|Price|Amount|
|:-|:-|:-|:-|:-|
|WVE (Wave Life Sciences)|3/26|4,954,558|$6.06|$30.0M|
|WVE (Wave Life Sciences)|3/27|2,495,623|$6.43|$16.0M|
|MLYS (Mineralys Therapeutics)|3/27|310,700|$23.67|$7.3M|
After the purchase, RA Capital holds **26M shares** of WVE. Wave Life Sciences develops RNA therapeutics. Mineralys focuses on cardiovascular treatments.
**Energy sector executive sales**
|Executive|Company|Amount|Shares|
|:-|:-|:-|:-|
|Ryan Lance (CEO)|ConocoPhillips (COP)|$15.0M|113,000 @ $132.71|
|Anatol Feygin (EVP/CCO)|Cheniere Energy (LNG)|$8.8M|30,000 @ $290.89|
Two C-suite executives from major energy companies filed sales on the same day.
**Other large transactions:**
**Buys:**
* Constellation Software bought 10.6M shares of **Sabre Corp (SABR)** at $1.16 ($12.3M) — now a 10%+ owner
* OEP VII (PE fund) bought 820K shares of **AdaptHealth (AHCO)** at $9.73 ($8.0M)
**Sells:**
* Fairmount Funds sold 7M shares of **Cogent Biosciences (COGT)** — **$243M** single transaction
* Todd Boehly sold 4.89M shares of **LSB Industries (LXU)** — $72.6M
* Platinum Equity sold 1.35M shares of **Ingram Micro (INGM)** — $28.8M
**Notable 8-K filings:**
* **Red Cat Holdings (RCAT)** — Announced two drone acquisitions in one day (Quaze Technologies + Apium Swarm Robotics). Both focus on defense drone/swarm technology.
* **Denali Therapeutics (DNLI)** — Received $200M following FDA accelerated approval of tividenofusp alfa on 3/24.
* **Repay Holdings (RPAY)** — Acquiring KUBRA for $372M. Expected to close Q2 2026.
* **McCormick (MKC)** — Q1 FY2026 earnings released. Reaffirmed 2026 outlook.
All data from SEC EDGAR Form 4 and 8-K filings (public record). This is not financial advice. I just find it interesting to track what insiders are actually doing with their own money. Always check the original filings and do your own research.