The significant stake accumulation by Paulson & Co., combined with insider buying from CFO and a director, suggests growing confidence. Monitor for follow-on buying or a potential 13D filing from Paulson. The CEO's share surrender was routine and not a sell signal.
Price Chart
Executive Summary
A recent insider trading cluster at Thryv Holdings (THRY) shows mixed activity: the CEO surrendered shares for tax withholding, while the CFO, a director, and institutional investor Paulson & Co. made open-market purchases totaling $1.69M. The bulk of the buying was driven by Paulson's $1.68M acquisition, signaling external confidence.
Key Financial Metrics
Key Facts
- CEO Joe Walsh surrendered 2,125 shares ($6,891 total) for tax withholding — non-cash event, no economic significance.
- CFO Paul Rouse purchased 6,000 shares for $15,660, signaling internal confidence.
- Director John Slater bought 3,000 shares for $9,720, adding to bullish sentiment.
- Institutional investor Paulson & Co. purchased 593,621 shares for $1.68M, representing ~1.2% of THRY's $140M market cap.
- Total open-market purchases in cluster: $1.70M (99.6% from Paulson & Co.).
Financial Impact
$1.70M in total open-market purchases, with Paulson & Co. alone accounting for $1.68M — approximately 1.2% of market cap.
Risk Factors
- Paulson & Co.'s purchase, while large, is a single institutional move — not broad insider enthusiasm.
- Total insider buying ($25,380) is small in absolute terms and could be seen as symbolic.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (5 trades, 7d window) | cluster-THRY-1773091248210 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $1.99 $2.00 | ▲ +0.50% | ▲ +0.40% | $1.52 (−23.62%) |
Aug 11, 2026 7w ago | 8-K | $2.07 $2.09 | ▲ +0.97% | ▲ +1.41% | $1.52 (−26.57%) |
Aug 4, 2026 8w ago | 8-K | $2.97 $2.14 | ▲ +27.95% | ▲ +27.85% | $1.52 (+48.82%) |
Mar 13, 2026 29w ago | Insider Cluster | $2.94 $2.78 | ▼ −5.44% | ▼ −3.32% | $1.52 (−48.30%) |
Mar 3, 2026 30w ago | Insider Cluster | $2.94 $3.19 | ▲ +8.50% | ▲ +8.98% | $1.52 (−48.30%) |
Mar 3, 2026 30w ago | Insider Cluster | $2.94 $3.19 | ▲ +8.50% | ▲ +8.98% | $1.52 (−48.30%) |
Mar 3, 2026 30w ago | Insider Cluster | $2.94 $3.19 | ▲ +8.50% | ▲ +8.98% | $1.52 (−48.30%) |
Feb 26, 2026 31w ago | 8-K | $2.10 $3.32 | ▲ +58.10% | ▲ +59.22% | $1.52 (−27.62%) |
Feb 26, 2026 31w ago | 8-K | $2.10 $3.32 | ▲ +58.10% | ▲ +59.22% | $1.52 (−27.62%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access