DONDERO JAMES D

NREF President Dondero executes simultaneous 66,000-share purchase & sale at $14.33, maintaining position at 319,490 shares

James D. Dondero, President of NexPoint Real Estate Finance Inc., executed 2 separate transactions on 2025-09-22: a purchase of 66,000 shares for $945,780.00 and a sale of 66,000 shares for $945,780.00 at the identical price of $14.33. The simultaneous buy-sell at matching price and volume (66,000 shares each), transacted on the same date, is consistent with a derivative exercise or equity award settlement rather than a discretionary market trade. Post-transaction holdings stand at 319,490 shares. The current price of $14.09 represents -20.8% from the 52-week high of $17.78, and the stock has declined 7.7% over 30 days. Dondero's cross-ticker track record shows 20 prior buys with an average 90-day return of -7.1%, suggesting prior purchases have not delivered gains on the measured timeframe, though this metric reflects activity across multiple companies, not NREF-specific performance.

NXDT insider DONDERO buys 100,000 shares at $4.08; 5 prior NXDT buys were well-timed; cluster buy pattern with 3 other insiders in 14 days.

DONDERO JAMES D purchased 100,000 shares of NXDT at $4.08 on 2025-04-08, increasing his holdings by +35.3% to 383.5K shares. His prior five open-market purchases at this ticker (June 2024) were all well-timed at the 90-day mark, with returns ranging from +14.5% to +23.7%, establishing a consistent pattern of entry discipline at NXDT. This current buy occurs in a cluster with 3 other insiders purchasing within the past 14 days, suggesting coordinated confidence despite the company's negative net income of $-10.0M in the latest quarter and the stock's 51.6% decline from its 52-week high. The cross-ticker track record shows more modest performance (average 90d return -10.1%, 60% win rate), but the same-ticker history at NXDT indicates this insider has successfully timed entry points at this specific company.

Insider buys 11,100 shares in 6 transactions for $155,129.30 while stock down 34.0% from 52-week high.

James D. Dondero executed 6 separate purchases totaling 11,100 shares at a blended average price of $13.98 between January and August 2022, investing $155,129.30 while his holdings grew to 1,348,950 shares. The stock currently trades at $5.93, representing a sharp 34.0% decline from its 52-week high of $8.98, and Dondero's transaction prices substantially exceeded current levels. NXDT is unprofitable with a net loss of $-9,783,000.00 in the latest quarter, limiting fundamental support for the positions. Dondero's prior 5 trades at NXDT were all well-timed at the 90-day mark with gains ranging from +14.5% to +27.5%; however, this current batch of purchases occurred during a period that has not yet produced positive 90-day returns and materially underperformed his entry prices.

DONDERO bought 25,376 shares at blended $5.29 (Jun 27–28); stock -58.0% from 52-week high, company unprofitable

DONDERO executed 2 separate purchases totaling 25,376 shares for $134,159.44 at an average price of $5.29, increasing his holdings by 10.9% to 258,025 shares. The purchases occur at a steep discount to the 52-week high of $12.80 (stock currently -58.0% from peak), and coincide with a broader CLUSTER pattern—2 other insiders also bought within the past 14 days. However, DONDERO's cross-ticker track record shows 18 prior buys with an average 90-day return of -47.0% and a 0.00% win rate, suggesting systematic poor timing of his open-market purchases. The company is unprofitable (net income $-21.5M on quarterly revenue of $12.8M), adding fundamental headwinds to the valuation backdrop. Without public guidance or scheduled-transaction flags, this filing presents a factual accumulation by an insider with a material history of underwater trades.

NXDT insider DONDERO bought 24,828 shares at $5.10; holdings +11.9%, pre-existing $-21.5M net loss, stock -59.4% from 52-week high

James D Dondero purchased 24,828 shares at $5.10 on 2024-06-26, increasing his holdings by 11.9% to 232.6K shares total. This transaction occurs within a 7-day cluster of 5 purchases at NXDT by the same insider, all completed between 2024-06-13 and 2024-06-27, plus 2 other insiders buying within the past 14 days. The stock now trades 59.4% below its 52-week high of $12.80, and the company reported a net loss of $-21.5M in its most recent fiscal year. Across Dondero's broader open-market history, his prior 18 buys averaged a negative 90-day return of -47.0% with a 0.00% win rate, though same-ticker NXDT outcomes remain unmeasurable. The pattern reflects concentrated purchasing near depressed valuations, but against a backdrop of persistent unprofitability and a dismal cross-ticker timing record.

NXDT insider James D Dondero buys 62,041 shares across 2 transactions ($313.2K) at $5.05 avg; stock down 60.0% from 52-week high, company unprofitable.

James D Dondero purchased 62,041 shares across 2 separate transactions totaling $313,150.45, raising his holdings by 42.6% to 207,821 shares. The purchases occurred as the stock traded 60.0% below its 52-week high of $12.80 at a blended average price of $5.05, and the company reported negative net income of $-21,548,000.00 for the most recent quarter with an unprofitable full fiscal year. Dondero's cross-ticker track record shows 18 prior buys with a 0.00% 90-day win rate and -41.5% average 90-day return, though his prior NXDT trades (5 distinct transactions in June 2024) are too recent to assess outcomes. A cluster pattern is evident with 2 other insiders also buying within the past 14 days. The timing and magnitude of this accumulation warrant monitoring given the company's current profitability position and the insider's historical pattern of returns on open-market purchases.

NXDT insider buys 40,471 shares at $4.89 in unprofitable REIT; stock down 60.2% from 52-week high; cluster pattern with 2 other insiders in 14 days.

James D. Dondero purchased 40,471 shares of NexPoint Diversified Real Estate Trust at $4.89 on 2024-06-21, increasing his position to 145,780 shares (a 38.4% net increase). This buy occurs within a broader pattern: the stock has fallen 60.2% from its 52-week high of $12.80 and is currently trading at $5.10, down 20.8% over 90 days. Two other insiders also bought within the past 14 days, forming a cluster buy pattern. However, the broader context raises scrutiny: the company reported negative net income of $-21.5M in its latest quarter against revenue of $12.8M, and was unprofitable over its most recent full fiscal year. Dondero's own cross-ticker track record shows 18 prior buys with a 0.00% 90-day win rate and an average 90-day return of -41.5%, a pattern that substantially outweighs the positive signal of multiple insiders buying simultaneously into a severely depressed valuation.

James D. Dondero bought 32,785 shares for $337.3K across 16 transactions, 0 of 5 prior NXDT buys were well-timed.

James D. Dondero executed 16 separate open-market purchases totaling 32,785 shares for $337,328.42, spanning from 2021-11-01 through 2024-06-13 at prices ranging from $4.92 to $15.25. However, his timing pattern at NXDT is notably poor: 0 of 5 prior buys at this ticker achieved positive 90-day returns, with prior purchases showing 30-day declines as severe as -39.8% and 90-day losses reaching -47.5%. The current share price of $4.78 is -62.7% from the 52-week high, and the stock has declined -19.3% over 30 days and -22.6% over 90 days. Despite substantial purchases at $14.36 in late 2021 and early 2022, followed by renewed buying at lower prices ($4.92–$15.25) in mid-2024, the company remains unprofitable with a net income of $-21,548,000.00 in the latest period, and the insider's cross-ticker buy history shows an average 90-day return of -16.3% with a 38.89% win rate.