Insider Trading February 19, 2026

Hercules Capital Director Increases Stake with $98,208 Purchase of HTGC Shares

Director Nikos Theodosopoulos adds 6,165 shares as Hercules posts modest NAV uptick and amends Savara loan agreement; Piper Sandler issues downgrade

By Ajmal Hussain HTGC
Hercules Capital Director Increases Stake with $98,208 Purchase of HTGC Shares
HTGC

Nikos Theodosopoulos, a director at Hercules Capital, purchased 6,165 shares of the company's common stock on February 17, 2026, spending $98,208 at an average price of $15.93 per share. The transaction raises his direct holdings to 18,923 shares. The move comes alongside preliminary NAV improvement for year-end 2025, a conditional financing amendment with Savara Inc., and a rating cut from Piper Sandler.

Key Points

  • Director Nikos Theodosopoulos purchased 6,165 shares of Hercules Capital on February 17, 2026, paying $98,208 in total at an average of $15.93 per share.
  • Following the purchase, Theodosopoulos directly owns 18,923 shares, including dividend reinvestment shares acquired on various dates in 2025.
  • Hercules reported a preliminary NAV per share for year-end 2025 of $12.10 to $12.16, up from $12.05 at the end of September 2025; the company also amended a contingent loan agreement with Savara for up to $75 million tied to FDA approval of MOLBREEVI.

Nikos Theodosopoulos, serving on the board of Hercules Capital, Inc. (NASDAQ:HTGC), bought 6,165 shares of the firm's common stock on February 17, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The purchase was executed at an average price of $15.93 per share, with individual executions reported between $15.90 and $15.95, for a total consideration of $98,208.

After the transaction, Theodosopoulos directly holds 18,923 shares of Hercules Capital common stock. That total includes shares accumulated through dividend reinvestment on various dates in 2025, as noted in the filing.

Hercules Capital operates as a specialty finance company that provides venture debt to high-growth technology and life sciences companies. The insider purchase is presented in the filing without additional commentary, though such purchases are commonly interpreted by some market participants as a vote of confidence in a company's prospects.

Separately, Hercules Capital disclosed preliminary fourth-quarter and year-end results showing an estimated net asset value per share between $12.10 and $12.16 as of December 31, 2025. That estimate represents an increase from the $12.05 NAV per share the company reported at the end of September 2025.

On the financing front, Hercules amended a loan agreement with Savara Inc. under which the firm may provide up to $75 million in funding. That commitment is contingent on the U.S. Food and Drug Administration granting approval for Savara's investigational therapy, MOLBREEVI. The amended arrangement is part of a broader plan by Savara to access roughly $150 million of non-dilutive capital to support potential launch activities for the therapy.

In contrast to the insider purchase and NAV improvement, Piper Sandler recently downgraded Hercules Capital's stock rating from Overweight to Neutral, and lowered its price target to $17.50 from $20.50. The firm cited concerns tied to Hercules Capital's material exposure to the software sector and potential risks associated with disruption from artificial intelligence.

For investors seeking deeper metrics on insider transactions, dividend sustainability, and fair value estimations for Hercules Capital, InvestingPro offers Pro Research Reports and tools. The platform lists HTGC among the more than 1,400 U.S. equities covered with a Pro Research Report, and provides a Fair Value calculator that aggregates multiple valuation models.


Context for readers - The Form 4 filing details the exact share count, price range, and the resulting ownership position. The quarter-end NAV estimate and the Savara amendment, along with the Piper Sandler rating change, provide additional data points investors may weigh alongside insider activity.

Risks

  • Piper Sandler downgraded Hercules Capital from Overweight to Neutral and reduced its price target - a reflection of concerns about the company's concentrated exposure to the software sector.
  • The Savara funding amendment is contingent on FDA approval of MOLBREEVI, introducing regulatory execution risk into part of Hercules Capital's potential loan exposure.
  • NAV per share improvement remains an estimate reported by the company; actual final results could differ from preliminary estimates.

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