Market Recap — March 3, 2026
Recap of insider activity, SEC filings, and market-moving news for March 3, 2026.
Top Importance Today
Filings and news with the highest AI-ranked importance score.
Moderna to Pay Arbutus $950M in LNP Patent Settlement, Potential $1.3B More
RAPT Therapeutics Acquired by GSK Subsidiary, Shares Delisted from Nasdaq
Massive $8.5M Public Offering for MDJM LTD Signals Extreme Dilution, Strategic Pivot
Ziff Davis to Sell Connectivity Division for $1.2 Billion, Exceeding Current Market Cap
RAPT Therapeutics Announces Successful Completion of GSK Tender Offer and Merger, Shares to Delist
GSK's Tender Offer for RAPT Therapeutics Successfully Completed; Merger Imminent at $58.00/Share
Company Files for Highly Dilutive $6.3M Offering at Deep Discount Amid Going Concern Warning
Major Shareholder Group Proposes $10.50/Share Cash Buyout of Reservoir Media, Inc.
Xponential Fitness Reports Stalled Growth, $39.75M in Legal Settlements, and Persistent Internal Control Weakness
Libman Family Holdings Consolidates Control of Finance of America with 50.81% Stake Post-Blackstone Exit
Blue Bird Capital Discloses 20.88% Stake in Eagle Nuclear Energy Post-Merger
VersaBank Q1 Revenue Surges 31%, Net Income Up 36% on Strong U.S. Growth
No high-importance items captured for this date.
Largest Open-Market Insider Buys
Form 4 open-market purchases ranked by dollar amount.
10% Owner Clarkston Companies Makes $9.56M Net Investment in Presurance Holdings
Director Kevin Tang Makes Significant $12.7M Open Market Purchase of Aurinia Pharmaceuticals Shares
Constellation Software Increases Stake in Sabre Corp Amidst Shareholder Rights Plan
Paulson & Co. Inc., 10% Owner, Buys $6.1M in Thryv Holdings Stock
Director Robert Goodman Makes Substantial $3.27M Open Market Purchase of CS Disco Stock
Director Steven Klinsky Buys $2.5M in NMFC Shares Post-Earnings
Director Buys $707K in Open Market Shares Following Recent Negative Earnings and Restructuring News
Chief Business Officer Makes Substantial Open Market Purchase Amidst Delisting Concerns
Director & 10% Owner David Hoffmann Buys Additional $480K in Lee Enterprises Stock
CEO Sardar Biglari Buys $379K in Shares Following Adverse Auditor Opinion
No open-market insider buys reported on this date.
Largest Open-Market Insider Sells
Form 4 open-market sales ranked by dollar amount.
AXT INC CFO Sells $16.8 Million in Stock, Significantly Reducing Holdings
Executive Chair Sells $9.37M in FIGS Stock Following Strong Earnings and Near 52-Week Highs
AXT INC CEO Morris S. Young Sells $6.9M in Stock Amidst Broader Insider Distribution
CEO Sells $6 Million in Shares Following Option Exercise
Director-Affiliated Fund Sells $5.35M in Lincoln Educational Services Stock
CEO Sells Over $3.2 Million in Company Stock Amidst Recent Positive Earnings
Principal Accounting Officer Sells $1.87M in Stock Near 52-Week High
CFO Sells Over $1.25 Million in Company Stock Following Option Exercise
CTO Sells $885K in Open Market Amidst Ongoing Acquisition Discussions
SVP Sells $873K in Noble Corp Shares Near 52-Week Highs
No open-market insider sells reported on this date.
Notable 8-Ks and News
Material events and breaking news with importance score 6 or higher.
Moderna to Pay Arbutus $950M in LNP Patent Settlement, Potential $1.3B More
RAPT Therapeutics Acquired by GSK Subsidiary, Shares Delisted from Nasdaq
Massive $8.5M Public Offering for MDJM LTD Signals Extreme Dilution, Strategic Pivot
Ziff Davis to Sell Connectivity Division for $1.2 Billion, Exceeding Current Market Cap
VersaBank Q1 Revenue Surges 31%, Net Income Up 36% on Strong U.S. Growth
Telus Partners with AST SpaceMobile, Takes Equity Stake to Launch Canada Broadband
Shareholders Approve All-Cash Acquisition by Kingswood and Forager at $3.65/Share
Iterum Therapeutics Faces Wind-Down or Strategic Sale Amid Nasdaq Delisting Battle
Enliven's ELVN-001 Shows Strong Phase 1b CML Data, Securing Cash Runway into 2029
Delcath Systems Publishes Positive CHOPIN Trial Results in The Lancet Oncology, Showing Enhanced Survival and Response Rates
No notable 8-Ks or news items on this date.
Form 144 Notices
Notices that restricted shares may be sold soon — often a precursor to insider selling.
Officer and Director Files Intent to Sell Over $820K in ThredUp Stock
10% Stockholder Files Intent to Sell $3.91M in Lesaka Technologies Shares
CEO-Related Entity Files Intent to Sell Over $130M in Stock Amidst Buyback Program
Officer Jason Gray Files Intent to Sell Over $1 Million in Mitek Systems Stock
CEO David Zaslav Files Form 144 to Sell Over $114M in Shares Following Acquisition Agreement
Former Director Files Intent to Sell Shares with Reported Value Exceeding 400% of Market Cap
Officer & Director Cameron Mackey Files to Sell $3.2M in Shares Amidst Broader Insider Selling Trend
Director Nimbley Thomas J. Files Intent to Sell $8.01M in PBF Energy Shares
Officer Peter T. Heilmann Files Intent to Sell $2.15M in Matson Stock Near 52-Week Highs
Officer/Director Files Intent to Sell $694K in Shares, Continuing Recent Insider Distribution
No Form 144 notices filed on this date.
Day boundary: 00:00 ET (America/New_York). Filings accepted late may appear in the next day's recap.