ODTX Odyssey Therapeutics, Inc. Insider Trading

TPG GP A LLC makes first open-market purchase at ODTX, acquiring ~1.39M shares for $25M as 6 other insiders also buy within the same two-week window

TPG GP A LLC — a fund-level entity filing under Form 4 due to its ownership stake, not an officer or director — made its first open-market purchase of ODTX shares, acquiring a substantial position worth $25 million. This establishes a new indirect stake of roughly 3.69 million shares where none existed before, a significant commitment of institutional capital at the fund level. The purchase comes as the stock trades moderately below its 52-week high, and is notably part of a broader buying cluster: six other insiders also purchased shares within the same two-week window, making this a notable multi-party accumulation pattern. TPG GP A LLC's prior open-market purchase history across filings has been limited, and where 90-day outcomes after buys are available, the average returns have been modestly positive but the success rate was roughly one-in-three — meaning gains, when they occurred, helped offset losses, but more buys than not underperformed at the 90-day mark. The breadth of the current buying window, combined with the scale of this single transaction, distinguishes it from routine institutional activity and makes it worth watching.

Director Dimension Capital acquires 2.8M shares for $20M in largest open-market purchase; six insiders buy within two weeks.

L.P. Dimension Capital II, a director of Odyssey Therapeutics, executed a substantial open-market acquisition involving both a conversion of existing holdings and a market purchase totaling nearly 2.8 million shares—more than doubling the director's position. This is the director's first open-market purchase in the three-year filing window. The transaction occurs within a two-week window in which six insiders collectively purchased shares, representing a notable clustering of insider buying activity. The stock is currently trading above its recent range, suggesting the director is willing to accumulate shares at current valuations despite the stock's recent trajectory.

10% owner Llc Sr One Capital Management purchases ~3.8M shares in bulk transactions; part of 5-insider buying cluster within two weeks.

Llc Sr One Capital Management, a ten-percent institutional holder, executed three large open-market purchases totaling approximately $10 million in aggregate value on a single day, acquiring nearly 3.8 million shares net. This activity is part of a broader pattern: five insiders bought shares within a two-week window, indicating sustained buying interest from multiple parties at the company level. The purchases occurred when the stock was trading above its initial trading reference point, suggesting the institutional buyer is willing to accumulate at these levels rather than wait for pullbacks. Historically, this institutional holder has favored buying over selling, with seven prior open-market purchases on record; however, its past buy transactions showed strong short-term gains but deteriorated sharply over longer horizons, with zero wins at the 90-day mark. The current cluster activity and scale of this purchase merit attention, though the institutional nature of the filer means these trades reflect portfolio allocation decisions rather than insider knowledge of material developments.

Director Jeffrey Leiden makes first open-market purchase in three years amid cluster of insider buying; breaks pattern of prior sales.

Jeffrey Leiden, a company director, made his first open-market stock purchase in over three years, acquiring shares while the stock is trading near its lowest levels since the recent IPO. This marks a notable shift: Leiden's prior activity in the company consisted entirely of sales and stock-based compensation transactions, making this purchase a regime change from net seller to buyer. The timing coincides with at least three other insiders buying within the same two-week window, creating a cluster pattern that suggests multiple board and executive members are deploying capital at current price levels. Leiden's historical record on prior sales shows mixed outcomes, though the vast majority of his prior sells were followed by stock appreciation—meaning his prior sales had poor timing. This current purchase at newly-public price levels, combined with the broader insider buying cluster, warrants attention as a potential accumulation signal during an early period in the company's public trading history.

Odyssey Therapeutics CFO Jason Haas makes 4th open-market purchase in 36 months, adding 1,000 shares for ~$20K in newly listed stock.

Odyssey Therapeutics CFO Jason Haas has now made four open-market purchases over the past three years, establishing a consistent pattern of buying company shares with his own capital. This latest purchase adds modestly to his position in a stock that has only a single day of trading history as a newly listed company, making any price context limited. The stock is currently trading below the price Haas paid for this purchase, though with only one trading day elapsed since the transaction, it is far too early to draw any meaningful conclusions from that price movement. His prior buying history shows a conflicted picture on timing: near-term returns following his past purchases have been notably positive, while longer-horizon returns have been sharply negative — meaning these earlier buys tended to work in the short run but deteriorated over a quarterly timeframe. Investors should weigh this repeat-buyer pattern against that mixed longer-term track record, particularly given how little price history currently exists for this recently listed company.

Director Li Nan purchases 1.1M shares for $20M and converts 1.7M in restricted stock on same day

Li Nan, a director of Odyssey Therapeutics, combined a substantial open-market purchase of 1.1 million shares at $18 with a conversion of restricted stock on the same date, accumulating 2.8 million shares in total. This represents the director's first open-market purchase on record in our data window, marking a significant entrance into direct ownership. The timing is noteworthy: the current stock price sits above the available 52-week reference point, yet the director elected to commit approximately $20 million to the position. With no prior open-market purchases or sales in the filing history, this inaugural trade demonstrates a material commitment to ownership rather than a gradual or opportunistic entry pattern. The combination of a large open-market buy alongside a restricted-stock conversion suggests coordination between incentive-based and discretionary capital deployment.

Director Chu Shelley's first open-market purchase: 11,111 shares at $18.00 as three insiders buy within 14 days

Director Chu Shelley made her first open-market purchase of Odyssey Therapeutics shares, departing from a history of only receiving stock-based compensation. This purchase occurs within a broader window in which three insiders have bought shares across a 14-day span, a pattern that stands out given the company's minimal trading history. The stock is trading near its listing price, having appreciated modestly since debut. Shelley's decision to deploy personal capital into the stock—rather than relying solely on compensation grants—adds a layer of distinction to her position as a board member, though the data does not indicate why she chose to buy at this particular time.