On May 07, 2026, we detected 5 new cluster buys including a $69.3M purchase in $ALKT by 2 insiders, and 5 notable insider purchases. RA CAPITAL MANAGEMENT, L.P. (Director) bought $45.7M of $COAG. Data sourced from SEC Form 4 filings analyzed by Average Insider.
⚠️ For information purposes only. This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 Insider Trading Insights — May 07, 2026
Tracking insider purchases and cluster buys over the past 7 days. Insider buying can indicate confidence in a company's future, while cluster buys (multiple insiders buying around the same time) are particularly noteworthy signals.
🔥 Cluster Buys
| | |
| Date Range May 04, 2026 – May 06, 2026 | |
👥 Participant Details
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 521,771 shares $8,828,365 @ $16.92/share 2026-05-04T00:00:00 |
P&L: -1.0% ($88,701) | GENERAL ATLANTIC, L.P. Director | 521,771 shares $8,828,365 @ $16.92/share 2026-05-04T00:00:00 |
P&L: -1.0% ($88,701) |
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 700,000 shares $11,788,000 @ $16.84/share 2026-05-05T00:00:00 |
P&L: -0.5% ($63,000) | GENERAL ATLANTIC, L.P. Director | 700,000 shares $11,788,000 @ $16.84/share 2026-05-05T00:00:00 |
P&L: -0.5% ($63,000) |
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 844,772 shares $14,048,558 @ $16.63/share 2026-05-06T00:00:00 |
P&L: +0.7% (+$101,373) | GENERAL ATLANTIC, L.P. Director | 844,772 shares $14,048,558 @ $16.63/share 2026-05-06T00:00:00 |
P&L: +0.7% (+$101,373) |
📊 Valuation & Analyst Info
Fair Value: $48.96 (+192.3% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $22.00 (Low: $22.00 | High: $22.00 | Median: $22.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Apr 30, 2026 – May 05, 2026 | |
👥 Participant Details
Bigley Deirdre Mary Director | 3,940 shares $49,526 @ $12.57/share 2026-04-30T00:00:00 |
P&L: +6.3% (+$3,113) | Fleet George Director | 7,850 shares $99,930 @ $12.73/share 2026-04-30T00:00:00 |
P&L: +4.9% (+$4,945) |
Koerl Carsten Director | 111,100 shares $1,450,966 @ $13.06/share 2026-04-30T00:00:00 |
P&L: +2.3% (+$33,330) | KURTZ WILLIAM Director | 8,000 shares $103,786 @ $12.97/share 2026-04-30T00:00:00 |
P&L: +3.0% (+$3,094) |
Ramanathan Rajani Director | 8,003 shares $100,000 @ $12.49/share 2026-04-30T00:00:00 |
P&L: +6.9% (+$6,923) | Walder Marc Director | 66,000 shares $842,820 @ $12.77/share 2026-04-30T00:00:00 |
P&L: +4.6% (+$38,940) |
YABUKI JEFFERY W Director | 3,000 shares $39,000 @ $13.00/share 2026-04-30T00:00:00 |
P&L: +2.8% (+$1,080) | YABUKI JEFFERY W Director | 5,000 shares $64,400 @ $12.88/share 2026-04-30T00:00:00 |
P&L: +3.7% (+$2,400) |
YABUKI JEFFERY W Director | 2,000 shares $26,000 @ $13.00/share 2026-04-30T00:00:00 |
P&L: +2.8% (+$720) | Koerl Carsten Director | 143,000 shares $1,891,890 @ $13.23/share 2026-05-01T00:00:00 |
P&L: +1.0% (+$18,590) |
Koerl Carsten Director | 182,000 shares $2,435,160 @ $13.38/share 2026-05-04T00:00:00 |
P&L: -0.1% ($3,640) | Koerl Carsten Director | 158,000 shares $2,117,200 @ $13.40/share 2026-05-05T00:00:00 |
P&L: -0.3% ($6,320) |
📊 Valuation & Analyst Info
Fair Value: $6.85 (-48.7% overvalued vs current price)
P/E Ratio: 63.1 (~ Software - Application avg (63.8)) (0.2x above Technology avg (51.0))
Analyst Consensus: Buy
Price Target: $20.85 (Low: $14.00 | High: $30.00 | Median: $18.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 05, 2026 – May 05, 2026 | |
👥 Participant Details
Augsburger Blake Director | 400 shares $34,076 @ $85.19/share 2026-05-05T00:00:00 |
P&L: +12.6% (+$4,284) | Filer Matthew S EVP Finance, CFO & Treasurer | 1,000 shares $85,500 @ $85.50/share 2026-05-05T00:00:00 |
P&L: +12.2% (+$10,400) |
NEMETH ANDY L Director | 10,000 shares $880,000 @ $88.00/share 2026-05-05T00:00:00 |
P&L: +9.0% (+$79,000) | Roeder Charles R President - RV | 5,750 shares $505,018 @ $87.83/share 2026-05-05T00:00:00 |
P&L: +9.2% (+$46,407) |
WELCH M SCOTT Director | 10,000 shares $882,250 @ $88.22/share 2026-05-05T00:00:00 |
P&L: +8.7% (+$76,750) | WELCH M SCOTT Director | 50 shares $4,420 @ $88.41/share 2026-05-05T00:00:00 |
P&L: +8.5% (+$375) |
📊 Valuation & Analyst Info
Fair Value: $86.15 (-10.2% overvalued vs current price)
P/E Ratio: 26.1 (0.2x below Furnishings, Fixtures & Appliances avg (32.7)) (0.7x below Consumer Cyclical avg (80.1))
Analyst Consensus: Buy
Price Target: $124.50 (Low: $108.00 | High: $150.00 | Median: $125.50)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 04, 2026 – May 06, 2026 | |
👥 Participant Details
Hess Carl Aaron Director | 2,000 shares $510,160 @ $255.08/share 2026-05-04T00:00:00 |
P&L: -1.0% ($5,340) | Clarke Lucy President of Risk & Broking | 1,896 shares $499,340 @ $263.37/share 2026-05-06T00:00:00 |
P&L: -4.2% ($20,771) |
📊 Valuation & Analyst Info
Fair Value: $427.46 (+69.4% undervalued vs current price)
P/E Ratio: 20.1 (0.2x above Insurance - Brokers avg (16.5)) (0.2x below Financial Services avg (26.4))
Analyst Consensus: Buy
Price Target: $337.38 (Low: $275.00 | High: $409.00 | Median: $338.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Apr 30, 2026 – May 05, 2026 | |
👥 Participant Details
Thomas Gregory Calvin EVP - CTO | 3,500 shares $143,500 @ $41.00/share 2026-04-30T00:00:00 |
P&L: +11.8% (+$16,905) | MARCUS JOEL S Director | 10,000 shares $410,200 @ $41.02/share 2026-05-04T00:00:00 |
P&L: +11.7% (+$48,100) |
MARCUS JOEL S Director | 2,062 shares $86,377 @ $41.89/share 2026-05-05T00:00:00 |
P&L: +9.4% (+$8,124) | MARCUS JOEL S Director | 3,832 shares $163,856 @ $42.76/share 2026-05-05T00:00:00 |
P&L: +7.2% (+$11,764) |
MARCUS JOEL S Director | 1,606 shares $70,182 @ $43.70/share 2026-05-05T00:00:00 |
P&L: +4.9% (+$3,421) | |
📊 Valuation & Analyst Info
Fair Value: $358.47 (+682.2% undervalued vs current price)
P/E Ratio: -5.8
Analyst Consensus: Hold
Price Target: $51.11 (Low: $43.00 | High: $60.00 | Median: $50.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date May 04, 2026 | | |
Purchase Value $45,742,500 | | |
P&L: +38.9% (+$17,814,163)
📰 Recent News (Last 7 Days)
Transaction Date May 06, 2026 | | |
Purchase Value $14,048,558 | | |
📊 Valuation & Analyst Info
Fair Value: $48.96 (+192.3% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $22.00 (Low: $22.00 | High: $22.00 | Median: $22.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-07-29
Transaction Date May 06, 2026 | | |
Purchase Value $14,048,558 | | |
📊 Valuation & Analyst Info
Fair Value: $48.96 (+192.3% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $22.00 (Low: $22.00 | High: $22.00 | Median: $22.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-07-29
Transaction Date May 05, 2026 | | |
Purchase Value $11,788,000 | | |
📊 Valuation & Analyst Info
Fair Value: $48.96 (+192.3% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $22.00 (Low: $22.00 | High: $22.00 | Median: $22.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-07-29
Transaction Date May 05, 2026 | | |
Purchase Value $11,788,000 | | |
📊 Valuation & Analyst Info
Fair Value: $48.96 (+192.3% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $22.00 (Low: $22.00 | High: $22.00 | Median: $22.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-07-29
⚠️ Important Disclaimers
Investment Disclaimer: This content is for informational purposes only and should not be considered investment advice.
Data Accuracy: All information is sourced from SEC filings and third-party data providers. Errors or omissions may occur.
Market Risks: Past insider buying activity does not guarantee future performance.
Professional Advice: Consult with qualified financial professionals before making any investment decisions.