The concentrated buying by a 10% owner immediately after a supply agreement amendment suggests the insider views the extended Harvey relationship as a positive catalyst. Monitor for additional insider purchases or a Form 13D amendment disclosing increased ownership.
Price Chart
Executive Summary
L1 Capital Pty Ltd, a 10% owner of Anteris Technologies Global Corp., made a series of open-market purchases totaling approximately $4.87 million over three days (Sept 30 – Oct 2, 2026), including a large $2.45M buy on Oct 1. This conviction buying follows a recent supply agreement amendment (8-K filed Sept 23) extending a key manufacturing relationship through year-end. The insider's aggressive accumulation signals strong confidence in the company's near-term prospects, particularly given the proximity to the material agreement.
Key Financial Metrics
Key Facts
- 10% owner L1 Capital Pty Ltd purchased a total of ~633,600 shares for ~$4.87M across three open-market transactions (Sept 30 – Oct 2, 2026).
- The largest single purchase was 322,940 shares at $7.60 on Oct 1, worth $2.45M.
- Purchases occurred within 13 days of an 8-K (Sept 23) disclosing a material supply agreement amendment extending the Harvey Industries contract through Dec 31, 2026.
- No 10b5-1 plan or pre-arranged trading pattern is indicated — these are discretionary open-market buys.
Financial Impact
Total insider purchases of ~$4.87M represent a significant conviction buy from a 10% owner, with no offsetting sales in the cluster.
Risk Factors
- The company is a pre-revenue or early-stage medtech — insider buys at this stage carry higher binary risk.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001817646-26-000029 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 20d ago | Insider Buy | $7.05 | awaiting T+20 | — | $5.78 (−18.01%) |
Oct 1, 2026 24d ago | Insider Buy | $7.71 | awaiting T+20 | — | $5.78 (−25.03%) |
Sep 23, 2026 4w ago | 8-K | $7.62 $6.01 | ▼ −21.13% | ▼ −21.82% | $5.78 (−24.15%) |
Sep 17, 2026 5w ago | 8-K | $8.16 $6.05 | ▼ −25.86% | ▼ −26.06% | $5.78 (−29.17%) |
Sep 16, 2026 5w ago | 3 | $8.37 $6.26 | ▼ −25.21% | ▼ −27.27% | $5.78 (−30.94%) |
Sep 8, 2026 6w ago | 8-K | $8.62 $7.05 | ▼ −18.21% | ▼ −20.18% | $5.78 (−32.95%) |
Aug 14, 2026 10w ago | Institutional Cluster | $9.42 $8.72 | ▼ −7.43% | ▼ −5.91% | $5.78 (−38.64%) |
Aug 11, 2026 10w ago | Press Release | $8.87 $8.30 | ▲ +6.43% | ▲ +4.53% | $5.78 (+34.84%) |
Jul 31, 2026 12w ago | 8-K | $7.84 $8.74 | ▲ +11.48% | ▲ +8.49% | $5.78 (−26.28%) |
Jul 28, 2026 12w ago | Insider Buy | $8.17 $8.89 | ▲ +8.81% | ▲ +5.43% | $5.78 (−29.25%) |
US Market Status
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