New Enterprise Associates 17, L.P.

New Enterprise Associates 17 bought 207,100 KRRO shares at $11.11; stock down -77.6% from 52-week high amid cluster buy by 8 other insiders.

New Enterprise Associates 17, a 10% owner, purchased 207,100 shares at $11.11 on 2026-03-10, increasing its holding by 19.0% to 1,297,893 shares. The purchase occurs as the stock trades -77.6% from its $51.36 52-week high and -5.3% over the past 30 days, though it has gained 39.7% over 90 days. A cluster of 8 other insiders also bought within the past 14 days, suggesting coordinated or opportunistic accumulation at depressed levels. However, context tempers the signal: the company is unprofitable (net income of $-18,061,000.00 for the most recent full fiscal year) with quarterly revenue of $1,090,000.00, and this particular insider's prior buy at KRRO in April 2024 showed poor timing (30d return -10.4%, 90d return -18.6%). The cross-ticker track record (37.7% avg 30d return but -0.1% avg 90d return, 50% win rate) suggests inconsistent execution on buy timing across different securities.

10% insider New Enterprise Associates 17 buys 937,500 shares of SGP for $15.0M at $16.00; stock now at $27.55 (4 days post-listing).

New Enterprise Associates 17, L.P., a 10% owner of SpyGlass Pharma, purchased 937,500 shares at $16.00 on 2026-02-09 for $15,000,000.00, increasing holdings from 5.10M shares to 6.04M shares (+18.4%). The purchase occurred just 4 trading days after the company's recent listing, when the stock has since risen to $27.55. A cluster pattern shows 14 other insiders also bought within the past 14 days, suggesting broad confidence in valuation at entry. Note: this filing reflects a derivative-conversion transaction; Table II derivative securities data is not yet populated, so the insider's complete position may extend beyond the Table I holdings shown. The transaction should be interpreted as a stake increase by a major shareholder during the early trading period, not as a complete position statement.

New Enterprise Associates 17, L.P. purchased 500,000 shares of MBX at $16.00 on 2024-09-16, increasing stake to 3,614,486 shares (+16.1%). Cluster buy with 14 others in 14 days.

New Enterprise Associates 17, L.P., a 10% owner, acquired 500,000 shares at $16.00 on 2024-09-16, three trading days after MBX's recent listing. The purchase occurred in a cluster environment: 14 other insiders also bought within the past 14 days, indicating coordinated or independently motivated accumulation at prices near the IPO level. The post-transaction holdings of 3,614,486 shares represent a 16.1% increase against the pre-transaction position of 3,114,486 shares, signaling active capital commitment during the company's earliest public-market phase. The current price of $21.50 reflects a $5.50 gain above the transaction price, though with only 3 trading days of public history, near-term price validation cannot anchor broader conviction assessments. This filing involves a derivative-conversion transaction; the Form 4 Table II derivative position is not yet available in the database, so the reported Table I holdings do not reflect the insider's total economic position.