Stock Markets January 23, 2026

GameStop CEO Leads Notable Insider Stock Purchases Amid Active Market Moves

Ryan Cohen's $21 million investment and other significant insider transactions highlight strategic shifts across diverse sectors

By Priya Menon GME MIGI ASA RCG
GameStop CEO Leads Notable Insider Stock Purchases Amid Active Market Moves
GME MIGI ASA RCG

This report highlights key insider trading activities from January 22, 2026, including a major stock acquisition by GameStop's CEO Ryan Cohen and notable selling from executives at Apogee Therapeutics, Cogent Biosciences, Snowflake Inc., and Natera Inc. These actions provide insights into executive confidence and portfolio adjustments within sectors such as retail, infrastructure, biotechnology, and technology.

Key Points

  • GameStop CEO Ryan Cohen made a major stock acquisition worth over $21 million, indicating strong confidence in the company.
  • Significant insider buying was observed in firms across various sectors, including infrastructure, precious metals, investment funds, and industrial metals.
  • Among notable sellers were major shareholders and executives from biotech, technology, and medical diagnostics companies, often transacting near 52-week highs, suggesting portfolio rebalancing or tax-related moves.

On January 22, 2026, insider trading disclosures revealed considerable buying and selling activity among company executives and major shareholders across multiple industries. Leading the purchasing activity was Ryan Cohen, President, CEO, and Chairman of GameStop Corp. (NYSE:GME), who acquired a substantial 1,000,000 shares over two days.

Detailed filings indicate that on January 20, Cohen purchased 500,000 GameStop shares at a weighted average price of $21.12, investing approximately $10.56 million. Subsequently, on January 21, he added another 500,000 shares at an average price of $21.60 per share, amounting to $10.80 million. These combined investments equate to a total of about $21.36 million. Current market data shows GameStop shares trading at $23.15, reflecting a positive year-to-date return of 8.02%, with a beta value of -1.21, signalling relative stability or inverse movement compared to the market.

In another notable case, Mawson Infrastructure Group Inc. (NASDAQ:MIGI) experienced considerable acquisition activity by the Endeavor Investor Group. This consortium, comprised of Endeavor Blockchain, LLC, PM Squared LLC, Cody Smith, and Joshua Allen Kilgore, executed share purchases totaling $4.38 million from November 26 to December 16, 2025. The purchase prices ranged broadly from $4.03 to $12.00 per share. Mawson Infrastructure is currently priced at $4.46 per share, significantly beneath its 52-week high of $40.00. Despite an enterprise burdened by high leverage and fragile financial health, industry analysis suggests the prospect of profitability during the current fiscal year.

Investment activity was also seen in ASA Gold & Precious Metals Ltd (NYSE:ASA), where sizable shareholder Saba Capital Management, L.P., which holds a ten-percent stake, increased its ownership. The firm acquired 3,723 shares at $66.08 each, for a total investment exceeding $246,000. This increment raises Saba Capital’s holding in ASA Gold & Precious Metals Ltd to 5,465,362 shares.

RENN Fund, Inc. (EXCHANGE:RCG) likewise saw insider buying when its President and Co-Portfolio Manager, Murray Stahl, purchased 1,134 shares priced at $2.70 on January 21, 2026. This transaction valued at roughly $3,061, complements the fund’s profile trading near $2.69 with a market capitalization of $18.84 million. The fund demonstrates strong financial characteristics including a price-to-earnings ratio of 5.1, a remarkable 36.96% revenue growth over the past year, and a gross profit margin of 100%.

Commercial Metals Co (NYSE:CMC) Director Dennis V. Arriola completed a transaction on January 20, acquiring 2,000 shares at $74.69 each. This purchase totaled $149,380 and increased Arriola’s direct shareholding to 9,238 shares.


On the selling side, Apogee Therapeutics, Inc. (NASDAQ:APGE) experienced a notable divestment when Fairmount Healthcare Fund II L.P. sold 1,750,000 shares at $76.30 per share on January 22, amounting to $133.5 million. These sales transpired as APGE’s stock traded near its 52-week high of $84.56 and followed an almost 99% increase over the last year. Post-sale, the fund retains 298,647 common shares and 6,743,321 non-voting common shares convertible into voting stock.

Similarly, Cogent Biosciences (NASDAQ:COGT) director Fairmount Funds Management LLC executed a share sale of 3,500,000 common shares at $36.40 each for total proceeds of $127.4 million on the same date. The shares exchanged hands near COGT’s 52-week peak of $43.73, following extraordinary gains of 344% over the last 12 months and 219% in the preceding six months. The fund’s remaining direct ownership stands at 5,503,418 shares, corresponding to a valuation near $6.1 billion.

Snowflake Inc. (NASDAQ:SNOW) also witnessed insider selling, with Director Frank Slootman divesting 180,070 shares from January 20, for approximately $41.35 million across price points between $205.46 and $209.20 per share. Concurrently, Slootman acquired 200,000 shares through stock option exercises at a strike price of $8.88, investing $1.78 million. Snowflake’s current share price rests at $211.13, with an expansive market capitalization of $72.24 billion.

At Natera Inc. (NASDAQ:NTRA), Chief Financial Officer Michael Burkes Brophy sold 60,723 shares over January 20 and 21, generating proceeds around $14.6 million with prices ranging from $234.74 to $242.67 per share. On January 20, Brophy sold 23,948 shares at $234.74; on the following day, he sold 602 shares at $235 and 36,573 shares at $242.67. CEO Steven Leonard Chapman simultaneously liquidated 73,522 shares over the same two-day span for approximately $17.2 million. These sales, executed between $234.74 and $235, aimed to fulfill tax obligations associated with the vesting of restricted stock units.


Rationale for Tracking Insider Transactions

Insider activity offers significant insights into corporate leadership's perspectives on their companies' outlooks. Insider purchases frequently signal optimism and confidence in future performance, while sales can indicate valuation concerns or personal financial strategies. However, insider trades must be interpreted within context and alongside broader financial analysis when considering investment decisions.

Risks

  • High financial leverage and weak financial health at Mawson Infrastructure Group pose profitability uncertainties despite insider buying interest.
  • Substantial insider selling at companies near peak share prices may reflect concerns about sustaining current valuations, impacting investor sentiment in biotechnology and technology sectors.
  • Concentrated insider purchases and sales can lead to increased stock volatility, affecting market stability, particularly in smaller-cap companies with lower liquidity.

More from Stock Markets

Australian Shares Finish Higher as Gold, IT and Mining Stocks Lead Gains Feb 3, 2026 Global Consultancies Adopt Riskier Workarounds in China Amid Sanctions and New Data Rules Feb 3, 2026 Indian equities rally after U.S. agrees tariff reductions in trade accord Feb 2, 2026 SiTime Nears Acquisition of Renesas Timing Business in Potential $3 Billion Deal Feb 2, 2026 Tesla Debuts New All-Wheel Drive Model Y Trim in U.S.; Premium Option Also Launched Feb 2, 2026