Insider Buying at TriplePoint Venture Growth BDC Corp. – What It Signals for the Company and Its Shareholders

A steady stream of purchases On January 5, 2026, CEO Labe James executed a Rule 10b‑5‑1 trading‑plan purchase of 40,000 shares at $6.70, followed by a second purchase of 34,000 shares at $6.61 on January 6. These trades bring James’s post‑transaction holdings to 1,910,980 shares—roughly 1.5 % of the outstanding equity. The purchases are part of a pre‑established plan that mitigates “insider trading” concerns and indicates a long‑term commitment rather than a short‑term speculation. The fact that the trades were made automatically through the plan adds credibility to the intention of aligning the CEO’s interests with shareholders.

Implications for investors The timing of the buys is noteworthy because TPVG’s stock is trading near a 52‑week low of $5.24 and has declined 14.95% over the past year. With a price‑to‑earnings ratio of 7.92—below many peers in the capital‑markets sector—there is a window of value for long‑term investors. James’s continued buying, in addition to the CEO’s consistent activity over the past months (more than 30 purchases between late August 2025 and early January 2026), signals confidence in the company’s long‑term strategy, especially the recent extension of its credit facility and ongoing venture‑growth investments. For shareholders, such insider activity can be a bullish signal, suggesting that management believes the current valuation is attractive and that the company’s future cash‑flow prospects are solid.

A profile of Labe James James’s trading pattern reveals a disciplined, rule‑based approach. Since December 2025 he has made 33 purchases, typically ranging from 19,000 to 54,000 shares, at prices that have trended upward from $6.30 in early December to $6.70 in early January. The plan’s automated nature keeps the trades evenly spaced, avoiding the “hot‑hand” look that can alarm investors. Historically, James has maintained a holdings balance above 1.2 million shares, a sizeable stake that gives him a long‑term perspective. His activity is comparable to that of other top executives in the sector, where consistent buying over a 12‑month period is often interpreted as a vote of confidence. The fact that he is the CEO further amplifies the weight of these purchases, as his strategic decisions directly influence the company’s capital allocation and growth trajectory.

Market context and sentiment The current purchase took place when the share price was $6.60, down 1.68% over the week and 3.74% over the month. Despite the modest decline, the social‑media sentiment for TPVG is positive (+47) and the buzz is high (113 %). This suggests that while the market may be under‑pricing the stock relative to its earnings potential, investor discussion remains engaged—likely driven by the company’s niche focus on venture‑growth financing and recent credit‑facility extension. For investors, this confluence of insider buying, a supportive sentiment environment, and a stable valuation makes TPVG an attractive candidate for a value‑oriented allocation.

Outlook TPVG’s closed‑ended structure and focus on high‑growth technology companies position it well for the next cycle of tech funding. The CEO’s sustained buying underlines a belief in that trajectory. For shareholders, the continued insider purchases, coupled with a reasonably low P/E and a recent credit‑facility extension, suggest that TPVG could be poised for a rebound if the venture‑growth market recovers. As always, potential investors should monitor the company’s quarterly financials and any changes in its credit terms, but the current insider activity offers a positive barometer for confidence in TPVG’s strategic path.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-01-05Labe James (Chief Executive Officer)Buy40,000.006.70Common Stock
2026-01-06Labe James (Chief Executive Officer)Buy34,000.006.61Common Stock
N/ALabe James (Chief Executive Officer)Holding250.00N/ACommon Stock
N/ALabe James (Chief Executive Officer)Holding239,404.46N/ACommon Stock
2026-01-05Srivastava Sajal (President and CIO)Buy40,000.006.70Common Stock
2026-01-06Srivastava Sajal (President and CIO)Buy34,000.006.61Common Stock
N/ASrivastava Sajal (President and CIO)Holding306,975.89N/ACommon Stock