RCG RENN Fund, Inc.

BULLISH Impact: 4/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 2, 2026 Processed 3d 3h ago
Insider cluster: 2 insiders, $4K total
Latest settled — T+1d ⚠ clustered
RCG ▼ -0.36% at T+1d
LONG call ✗ call lost -0.36% · α vs SPY +0.33% · entry $2.75 → $2.74
Next anchor: T+5d in 4d
Currently $2.78 · +1.09% from $2.75 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
-0.36%
call -0.36% · α +0.33%
$2.74
settled 2d ago
T+5d
call — · α —
in 4d
T+20d
call — · α —
in 26d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Two insiders at RENN Fund (RCG) made open-market purchases totaling ~$4K in the last week: Horizon Kinetics (10% owner) bought ~2,268 shares across three trades at $2.70–$2.89, and Peter Doyle bought 500 shares at $2.71. While the dollar amount is small (immaterial relative to the ~$8M market cap), the cluster of insider buying at similar prices suggests insiders see the current share price as attractive. Historical performance on RCG calls has been strong (100% win rate, +10.2% average T+20 return), and the actuarial cross-filing verdicts flag this cluster as amplified given concurrent insider-trade, earnings, and agreement contexts — but no such other filings are present, so the signal is purely organic buying.

Key Financial Metrics

Direction
buying
Total Value
$4.2K
Insiders
2

Actionable Insight

The buying cluster is small in absolute terms but consistent in direction — all open-market purchases, no sales. Monitor for any upcoming catalyst (earnings, NAV update, portfolio disclosure) that may have prompted insider buying at these levels. Given the tiny market cap (~$8M), even modest buying can signal conviction from the 10% owner. No immediate trading catalyst is evident, so the time horizon is weeks to months.

Key Facts

  • Two insiders made open-market purchases in a 7-day window (May 27 – June 1), totaling ~$4,200.
  • Horizon Kinetics Asset Management (10% owner) purchased 756 shares on three separate days at increasing prices ($2.70 → $2.73 → $2.89).
  • Peter Doyle purchased 500 shares at $2.71 on June 1.
  • Total insider purchases represent roughly 0.05% of RCG's ~$8M market cap — a trivial amount by proportionality standards.
  • No insider sales were reported in the same window; the cluster is purely buy-side.
  • The historical accuracy of RCG calls in this model is 100% win rate at T+20 with +10.2% average return, but past performance does not guarantee future results.

Financial Impact

~$4.2K in insider open-market purchases; roughly 0.05% of market cap — trivial by dollar amount but notable as a multi-insider cluster of buying.

ownershipsharePriceSentimentinsiderConfidence

Risk Factors

  • Insider buys at these levels are very small in dollar terms — liquidity-driven or routine portfolio adjustments cannot be ruled out.
  • No 10b5-1 plan evidence was provided, but the small trade sizes are consistent with personal account rebalancing.
  • RCG is a micro-cap closed-end fund with thin trading volume; liquidity risk could limit the ability to act on this signal.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RCG-1780418167201
13 reports for RCG
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +9.86%Mar 4, 2026
Filters
Rows
Reports for RCG — sortable, filterable
Type Now
Jun 5, 2026
today
Insider Cluster
BULLISH ★ 4/10
$2.80 awaiting T+1awaiting T+1$2.78 (−0.71%)
Jun 4, 2026
1d ago
Insider Cluster
BULLISH ★ 4/10
$2.74 awaiting T+1awaiting T+1$2.78 (+1.65%)
Jun 4, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$2.75 awaiting T+1awaiting T+1$2.78 (+1.09%)
Jun 3, 2026
2d ago
Insider Cluster
BULLISH ★ 4/10
$2.74 $2.79▲ +1.64%▲ +1.24%$2.78 (+1.46%)
Jun 2, 2026
3d ago
Insider Cluster
BULLISH ★ 4/10
$2.75 $2.74▼ −0.36%▲ +0.33%$2.78 (+1.09%)
May 8, 2026
27d ago
8-K
NEUTRAL ★ 2/10
$2.80 $2.82▲ +0.71%▲ +0.85%$2.78 (−0.71%)
Apr 28, 2026
5w ago
8-K
NEUTRAL ★ 4/10
awaiting T+1
Mar 4, 2026
13w ago
Insider Cluster
BULLISH ★ 5/10
$2.94 $2.93▼ −0.34%▲ +0.23%$2.78 (−5.44%)
Mar 4, 2026
13w ago
Insider Cluster
BULLISH ★ 5/10
$2.94 $2.93▼ −0.34%▲ +0.23%$2.78 (−5.44%)
Mar 4, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$2.94 $2.93▼ −0.34%▲ +0.23%$2.78 (−5.44%)
Showing 10 of 13

US Market Status

Market Open — Closes in 5m

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