The sustained insider buying cluster, led by the Executive Chairman, signals strong conviction in REFI's valuation at ~$10.67. With 73% analyst bullishness and institutional accumulation, this is a positive signal for the stock. Monitor for upcoming earnings or portfolio updates that could catalyze a re-rating.
Price Chart
Executive Summary
Executive Chairman John Mazarakis purchased $510K of REFI stock over a week, with the bulk ($429K) on August 26. This is a strong conviction buy from the top insider at a company with 73% analyst bullishness and recent institutional accumulation. The purchase represents ~0.19% of market cap, a modest but notable signal, amplified by the C-suite cluster context and the fact that it follows 8 insider buys totaling $1.3M in the prior 30 days, indicating sustained insider confidence.
Key Financial Metrics
Key Facts
- Executive Chairman John Mazarakis purchased $510K of REFI stock over 3 trades on Aug 21, 26, and 27.
- The largest trade was $429K on Aug 26 at $10.67 per share.
- This follows 8 insider buys totaling $1.3M in the prior 30 days, forming a sustained buying cluster.
- REFI has 73% analyst bullishness (2 Strong Buy, 6 Buy) and top holders BlackRock ($18M) and Vanguard ($8M) are accumulating.
- The purchase represents ~0.19% of the $273M market cap, a modest but material signal.
Financial Impact
Executive Chairman purchased $510K of stock, representing ~0.19% of the $273M market cap.
Risk Factors
- The purchase is modest relative to market cap (0.19%), limiting its immediate price impact.
- REIT sector headwinds from interest rate changes could offset insider confidence.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001193125-26-374170 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 5w ago | Press Release | $11.01 $10.69 | ▼ −2.91% | ▼ −4.73% | $9.20 (−16.44%) |
Aug 28, 2026 8w ago | Insider Buy | $10.68 $10.95 | ▲ +2.53% | ▲ +2.42% | $9.20 (−13.86%) |
Aug 28, 2026 8w ago | Insider Cluster | $10.68 $10.95 | ▲ +2.53% | ▲ +2.42% | $9.20 (−13.86%) |
Aug 25, 2026 9w ago | Insider Cluster | $10.68 $10.88 | ▲ +1.87% | ▲ +1.99% | $9.20 (−13.86%) |
Aug 21, 2026 9w ago | Insider Cluster | $10.78 $10.68 | ▼ −0.93% | ▼ −1.40% | $9.20 (−14.66%) |
Aug 19, 2026 9w ago | Insider Cluster | $10.61 $10.67 | ▲ +0.57% | ▼ −0.55% | $9.20 (−13.29%) |
Aug 11, 2026 11w ago | DEFA14A | $10.24 $10.37 | ▼ −1.32% | ▼ −1.72% | $9.20 (+10.11%) |
Aug 11, 2026 11w ago | 425 | $10.24 $10.37 | ▼ −1.32% | ▼ −1.72% | $9.20 (+10.11%) |
Aug 11, 2026 11w ago | 8-K | $10.24 $10.37 | ▼ −1.32% | ▼ −1.72% | $9.20 (+10.11%) |
Jul 21, 2026 14w ago | Press Release | $10.38 | awaiting T+5 | awaiting T+5 | $9.20 (−11.37%) |
US Market Status
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