FinIntel weekly report

Generated 2026-10-03 16:02 UTC · window 7d · 8748 new signals

_Claude narrative unavailable (BadRequestError: Error code: 400 - {'type': 'error', 'error': {'type': 'invalid_request_error', 'message': 'Your credit balance is too low to access the Anthropic API. Please go to Plans & Billing to upgrade or purcha) — computed digest._

What changed this week

Convergent signals

Insider buys (Form 4) (14 new)

as ofentitysignal
2026-09-30PORT.USouthport Acquisition Corp. II: 2 insiders bought $10.0M within 30d (SOUTHPORT ACQUISITION SPONSOR II LLC (10% owner), SPENCER JEB S. (CEO & CFO & Director)) [research]
2026-09-29HELPHelus Pharma Inc.: 2 insiders bought $6.3M within 30d (Cavers Greg (CFO), Glavine Paul (Chief Growth Officer), Halstead Michael (CEO), So Eric H. L. (Chair)) [research]
2026-09-30PORT.UPORT.U — SPENCER JEB S. (CEO and CFO, Director, 10% owner) bought $5.0M on 2026-09-30 [cfo] [research]
2026-09-30NYAXNYAX — Nechmad Yair (CEO, Co Founder & Chairman) bought $2.1M on 2026-09-30 [founder] [research]
2026-09-28NYAXNYAX — Nechmad Yair (CEO, Co Founder & Chairman) bought $2.1M on 2026-09-28 [founder] [research]
2026-09-30DKSDICK'S SPORTING GOODS, INC.: 3 insiders bought $1.9M within 30d (Barnes Matthew (President), COLOMBO WILLIAM J (Director), Fitzgerald Larry Jr. (Director), Gupta Navdeep (CFO)) [research]
2026-09-30XENEXenon Pharmaceuticals Inc.: 2 insiders bought $1.7M within 30d (Kelly Thomas Patrick (CFO), MORTIMER IAN (CEO & President & Director)) [research]
2026-09-25INRINFINITY NATURAL RESOURCES, INC.: 2 insiders bought $664K within 30d (Baetz Cary D (CFO), Gieselman Scott (Director)) [research]
2026-09-30XENEXENE — Kelly Thomas Patrick (Chief Financial Officer) bought $560K on 2026-09-30 [cfo] [research]
2026-09-29MNSOMNSO — Zhang Jingjing Eason (VP and Chief Financial Officer) bought $340K on 2026-09-29 [cfo] [research]
2026-09-24INRINR — Baetz Cary D (EVP and CFO) bought $300K on 2026-09-24 [cfo] [research]
2026-09-30PRHIPresurance Holdings, Inc.: 5 insiders bought $249K within 30d (MELOCHE HAROLD J (CFO), O'Hanlon Isolde (Director), RONEY BRIAN J (CEO), SARAFA JOSEPH D (Director), Smith James Grant (Director)) [research]
2026-09-25ATCHAtlasClear Holdings, Inc.: 2 insiders bought $121K within 30d (Hammond Thomas Jon (Director), Patel Sandip I (CFO & Director)) [research]
2026-09-28PLAYDave & Buster's Entertainment, Inc.: 2 insiders bought $107K within 30d (Hatton Cory (CFO), Lipman Nathaniel (Director)) [research]

Capital raises (ATM / converts) (10 new)

as ofentitysignal
2026-10-02SNOWSNOW convertible notes: $2.0B (Technology, filed 2026-10-02) [research]
2026-10-01ONON convertible notes: $1.0B (Technology, filed 2026-10-01) [research]
2026-09-29TETE convertible notes: $120M, 4.75% coupon (Industrials, filed 2026-09-29) [research]
2026-09-28VOYGVOYG convertible notes: $100M (Industrials, filed 2026-09-28) [research]
2026-09-28VKTXVKTX convertible notes: $100M, 2.0% coupon (Healthcare, filed 2026-09-28) [research]
2026-09-30PBIPBI convertible notes: $20M, 1.5% coupon (Industrials, filed 2026-09-30) [research]
2026-09-30TXNMTXNM convertible notes: size n/a, 7.0% coupon (Utilities, filed 2026-09-30) [research]
2026-10-01SYNASYNA convertible notes: size n/a, 0.75% coupon (Technology, filed 2026-10-01) [research]
2026-10-02ITGRITGR convertible notes: size n/a, 2.125% coupon (Healthcare, filed 2026-10-02) [research]
2026-10-02OPKOPK convertible notes: size n/a, 3.75% coupon (Healthcare, filed 2026-10-02) [research]

ETH validator queues (1 new)

Exit 14.3d (10d+ watch) · Entry 0.0d (empty) · ETH $2,681 · 16:01 UTC

ETH fwd returns after days like this — n: exit 3 · entry 47 (empty = drift, not signal):

             30d   60d   90d    1y
exit avg    +16%   +3%  -11%  -54%
exit med    +16%   +3%  -11%  -54%
entry avg    +6%   +8%  +18%  +24%
entry med    +0%   +5%  +24%  +22%
as ofentitysignal
2026-09-30ETHEXIT queue crossed up through 10d wait on 2026-09-30 (ETH $2,681); 30d/60d/90d/1y: mean +16%/+3%/-11%/-54%, median +16%/+3%/-11%/-54% (n=3) [research]

Source health

sourcestatuslast runnote
form4ok2026-10-03T16:01:48Z24 rows filtered (non-scenario or <$100K) · 11 sub-$100K clusters filtered · 124 buys + 68 clusters outside role gate [founder,cfo] filtered (FORM4_QUALIFYING_ROLES widens; FORM4_KEEP_DIRECTORS=1 reverts)
atmok2026-10-03T16:01:48ZATM (non-convert) events are a frozen study snapshot — only converts update on the box; latest convert filing 2026-10-02
ethqueueok2026-10-03T16:01:48Zexit 14.3d / entry 0.0d @ 2026-10-03T16:01:39Z
bigtechok2026-10-03T16:01:48Zdisabled — upstream retired (@BigTechAlert dark since Oct 2025); set FININTEL_BIGTECH_DSN or FININTEL_BIGTECH_API to re-enable
wordcountok2026-10-03T16:02:23Zquarter 2026Q4 (partial), latest filing 2026-10-02; backfill phase=4 — baselines incomplete
ledger13fok2026-10-03T16:02:23Zlatest overlap record: 2026-06-30
indexaddok2026-10-03T16:02:24Z593 events on main
earningsok2026-10-03T16:02:26Zphase-0 (plan only), 3 decisions open