GUTS FRACTYL HEALTH, INC. Insider Trading

Director Ajay Royan bought 23,000 shares of GUTS at $0.85, raising stake 128.5%; 4-insider cluster buy amid -100.0% revenue decline.

Ajay Royan (Director) purchased 23,000 shares at $0.85 on 2026-06-12, doubling his stake from 17,901 to 40,901 shares. The buy occurs within a cluster pattern: 4 other insiders also purchased within the past 14 days. The stock is trading at -70.7% from its 52-week high of $2.90, and the company reported a -100.0% annual revenue decline with a full-year net loss, though the latest quarter showed $14,000 revenue and $9.2M net income. His prior two purchases at GUTS produced mixed 90-day outcomes (+69.0% and -57.7%); only 1 of 2 was well-timed. The concurrent multi-insider buying activity, combined with the depressed price relative to recent range, provides a factual baseline for monitoring whether this signals substantive conviction or reflects a cyclical bottom-fishing pattern typical of distressed-stage holdings.

Director William Bradley purchases 68,493 shares of GUTS at $0.73, +424.7% from prior holdings; stock down -76.2% from 52-week high, up +54.7% in 90 days.

Director William Bradley acquired 68,493 shares at $0.73 on 2026-06-10, quadrupling his non-derivative holdings to 84,622 shares. The buy occurred after a 90-day rally of +54.7%, positioning the stock at $0.72 against a 52-week high of $3.03. His prior trade at GUTS (March 2025) exhibited a 90-day return of +79.8%, aligning with his cross-ticker track record of 100% 90-day win rate, though the company faces fundamental headwinds: full-year net income was negative and annual revenue growth stands at -100.0% despite $9.2M in latest quarterly net income. The divergence between negative full-year fundamentals and positive near-term momentum, combined with the director's established pattern of well-timed purchases at this ticker, warrants investor scrutiny of whether this reflects confidence in a turnaround or is merely capitalizing on recent price recovery.

Director Ian Sheffield buys 35,000 shares of GUTS at $0.73; stock now $0.72, down 76.2% from 52-week high; cluster of 3 insiders buying in 14 days

Ian Sheffield, a Director, purchased 35,000 shares at $0.73 on 2026-06-10, establishing his first position in FRACTYL HEALTH while the stock trades at $0.72, having fallen 76.2% from its 52-week high of $3.03. Notably, 2 other insiders also purchased shares within the past 14 days, forming a cluster buy pattern at depressed valuation levels. The company reported $14,000 in latest quarterly revenue with a $9.2M net loss, and full-year financials show negative net income, indicating the firm remains unprofitable despite the near-term 90-day price recovery of +54.7%. The convergence of multiple insider purchases near multi-year lows warrants investor attention regarding management's assessment of the stock's fundamental recovery potential.

CEO Harith Rajagopalan buys 25,000 GUTS shares at $0.73; stock now at $0.72, down 76.2% from 52-week high amid weak fundamentals and cluster buying.

Harith Rajagopalan, Chief Executive Officer of Fractyl Health, purchased 25,000 shares at $0.73 on 2026-06-10, bringing his holdings to 540,557 shares post-transaction. The stock now trades at $0.72, representing a 76.2% decline from its 52-week high of $3.03, though it has recovered 54.7% over the past 90 days from deeper lows. Critically, the company faces severe fundamentals: annual revenue growth is -100.0% (latest quarter revenue of $14.0K), and the company was unprofitable over its most recent full fiscal year despite a reported net income of $9.2M in the most recent quarter. His prior buy at this ticker on 2025-12-04 delivered a 90-day return of -74.0%, and his cross-ticker track record shows zero wins at the 90-day mark with an average 90-day return of -74.0%. A cluster of 3 other insiders also bought within the past 14 days, though this does not alter the pattern of weak execution on his part and deteriorating company financials.

CFO Weber Lara Smith acquires 20.0K shares of GUTS at $0.69; stock down -78.2% from 52-week high of $3.03

Weber Lara Smith, Chief Financial Officer of Fractyl Health, acquired 20,000 shares at $0.69 on 2026-06-08 in an initial position purchase. The stock now trades at $0.66, having declined -78.2% from its 52-week high of $3.03 and fallen -12.6% over the past 30 days. The company reported revenue of $14.0K in the latest quarter with an annual revenue decline of -100.0% and negative full-year net income, despite posting $9.2M in net income last quarter—a pattern suggesting volatility or accounting adjustments rather than sustained profitability. The CFO's initial accumulation occurs in a distressed valuation environment, but the extreme revenue contraction and negative annual performance leave limited basis to differentiate this as opportunistic conviction buying versus other routine motives.

CEO Rajagopalan Harith bought 10,416 shares of FRACTYL HEALTH (GUTS) at $1.92 on 2025-12-04 for $20.0K, raising holdings to 501.7K shares.

Rajagopalan Harith, CEO of Fractyl Health, purchased 10,416 shares at $1.92, increasing his total holdings from 491.3K to 501.7K shares (+2.1%). The company is deeply unprofitable with a net loss of $45.6M against revenue of $14.0K in the latest quarter, and faces deteriorating fundamentals with annual revenue declining 22.5% year-over-year. While the stock has recovered significantly in recent weeks (+102.7% over 30 days, +129.3% over 90 days), it remains 22.6% below its 52-week high of $2.88, and the transaction occurred at $1.92—below current price of $2.23. The purchase signals CEO participation despite severe operational losses and shrinking revenue, though the modest size relative to existing holdings (+2.1%) provides limited directional conviction given the company's distressed financial state.

Director Barnes buys 31,000 GUTS shares at $1.30 amid cluster; stock down 84.2% from 52-week high

Director Barnes Kelly Ann purchased 31,000 shares at $1.30 on 2025-03-14, establishing a new position with no prior holdings. The transaction occurs as part of a 4-insider cluster buy within 14 days, suggesting coordinated director confidence at current depressed levels. The stock trades at $1.23 currently, down 84.2% from its 52-week high of $7.78 and down 22.2% over the past 30 days, indicating sustained selling pressure. However, this buy signal must be weighed against the company's dire fundamentals: annual revenue growth of -22.5%, a net loss of $-23.2M, quarterly revenue of $14.0K, and a market cap of only $60.2M with the firm unprofitable over its most recent full fiscal year. The cluster pattern and director accumulation suggest potential insider perception of valuation opportunity, but deteriorating business performance and microscopic quarterly revenue raise material questions about the company's viability.

Director Royan Ajay buys 17,901 shares of FRACTYL (GUTS) at $1.28 on 2025-03-14; stock down 84.2% from 52-week high, company unprofitable with -$23.2M net income.

Director Royan Ajay purchased 17,901 shares at $1.28, his first acquisition at GUTS, amid significant stock deterioration: the security is -84.2% from its 52-week high and -22.2% over 30 days. The company is deeply unprofitable (net income of -$23.2M on quarterly revenue of $14.0K) with annual revenue declining -22.5%. A cluster of 4 other insiders also bought within the past 14 days, suggesting coordinated interest despite the challenging fundamentals. However, Ajay's own cross-ticker buy history shows 0% win rate at 90 days with an average return of -57.7%, and his single prior GUTS purchase on 2024-02-06 also lost -57.7% over 90 days, establishing a pattern of poor timing in this name specifically. The combination of deteriorating financials, steep price decline, and the insider's unprofitable trade history at this ticker warrants investor scrutiny.

Director Conaway buys 8,550 shares at $1.17; cluster of 4 other insiders also bought in past 14 days amid -83.7% YTD decline and $-23.2M net loss

Conaway Samuel, a director, purchased 8,550 shares at $1.17 on 2025-03-13 as a first-time buy, accumulating a position in FRACTYL HEALTH. This transaction occurs within a cluster pattern: 4 other insiders also made purchases within the past 14 days, suggesting coordinated or simultaneous conviction across the leadership team. The timing is notable against a backdrop of severe stock deterioration—the shares trade -83.7% from the 52-week high and have declined -37.0% over 90 days—and fundamental distress (net income of $-23.2M, annual revenue growth of -22.5%). While the company's market cap remains $62.1M, the unprofitable operating status and negative trend in both top-line and bottom-line metrics create elevated execution risk. Multiple insiders stepping in at depressed levels warrants investor scrutiny into whether this reflects underlying value recognition or a reaction to a perceived inflection point.

Director William Bradley buys 16,129 shares of GUTS at $1.26; 4 other insiders bought within 14 days amid -83.7% YTD decline and $-23.2M annual loss.

Bradley William, a director of Fractyl Health, purchased 16,129 shares at $1.26 on March 13, 2025, establishing a new position with zero prior holdings. This purchase occurred within a 14-day cluster of 4 additional insider buys at the same company, indicating synchronized accumulation at depressed valuations. The stock trades 83.7% below its 52-week high of $7.78 and 30-day volume reflects a 19.6% decline, while the company reported $-23.2M net income over its most recent full fiscal year despite $14.0K quarterly revenue. The coordinated buying activity by multiple insiders during a period of severe stock depreciation and sustained unprofitability warrants examination of whether this reflects confidence in unannounced developments or represents a broader pattern worth monitoring.