On May 15, 2026, we detected 5 new cluster buys including a $65.9M purchase in $ALKT by 2 insiders, and 5 notable insider purchases. CASCADE INVESTMENT, L.L.C. (10% Owner) bought $15.4M of $RSG. 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 15, 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 12, 2026 – May 14, 2026 | |
👥 Participant Details
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 750,000 shares $12,652,500 @ $16.87/share 2026-05-12T00:00:00 |
P&L: -1.5% ($187,500) | GENERAL ATLANTIC, L.P. Director | 750,000 shares $12,652,500 @ $16.87/share 2026-05-12T00:00:00 |
P&L: -1.5% ($187,500) |
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 550,000 shares $9,146,500 @ $16.63/share 2026-05-13T00:00:00 |
P&L: -0.1% ($5,500) | GENERAL ATLANTIC, L.P. Director | 550,000 shares $9,146,500 @ $16.63/share 2026-05-13T00:00:00 |
P&L: -0.1% ($5,500) |
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 675,000 shares $11,130,750 @ $16.49/share 2026-05-14T00:00:00 |
P&L: +0.8% (+$87,750) | GENERAL ATLANTIC, L.P. Director | 675,000 shares $11,130,750 @ $16.49/share 2026-05-14T00:00:00 |
P&L: +0.8% (+$87,750) |
📊 Valuation & Analyst Info
Fair Value: $47.09 (+183.3% 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 May 08, 2026 – May 13, 2026 | |
👥 Participant Details
Smith Carey A. Director | 12,000 shares $599,280 @ $49.94/share 2026-05-08T00:00:00 |
P&L: +2.4% (+$14,520) | Smith Carey A. Director | 500 shares $25,365 @ $50.73/share 2026-05-08T00:00:00 |
P&L: +0.8% (+$210) |
McMahon Harry T. Director | 10,000 shares $491,400 @ $49.14/share 2026-05-11T00:00:00 |
P&L: +4.1% (+$20,100) | Holdsworth Mark Keith Director | 3,246 shares $164,572 @ $50.70/share 2026-05-12T00:00:00 |
P&L: +0.9% (+$1,461) |
Holdsworth Mark Keith Director | 6,754 shares $348,101 @ $51.54/share 2026-05-12T00:00:00 |
P&L: -0.8% ($2,634) | Ball George L. Director | 10,000 shares $500,000 @ $50.00/share 2026-05-13T00:00:00 |
P&L: +2.3% (+$11,500) |
📊 Valuation & Analyst Info
Fair Value: $116.63 (+128.0% undervalued vs current price)
P/E Ratio: 27.4 (0.5x above Industrial - Machinery avg (18.3)) (0.3x below Industrials avg (40.2))
Analyst Consensus: Buy
Price Target: $86.80 (Low: $78.00 | High: $104.00 | Median: $82.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 08, 2026 – May 13, 2026 | |
👥 Participant Details
WHALEN DAVID G Director | 525 shares $99,981 @ $190.44/share 2026-05-08T00:00:00 |
P&L: -8.0% ($7,980) | PEREZ DE LA MESA MANUEL J Director | 10,000 shares $1,759,471 @ $175.95/share 2026-05-13T00:00:00 |
P&L: -0.4% ($7,071) |
📊 Valuation & Analyst Info
Fair Value: $196.60 (+12.2% undervalued vs current price)
P/E Ratio: 20.9 (0.5x below Industrial - Distribution avg (40.3)) (0.5x below Industrials avg (40.2))
Analyst Consensus: Buy
Price Target: $275.00 (Low: $210.00 | High: $310.00 | Median: $280.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 12, 2026 – May 14, 2026 | |
👥 Participant Details
DEGASPERIS CORRADO Director | 35,000 shares $101,150 @ $2.89/share 2026-05-12T00:00:00 |
P&L: +14.9% (+$15,050) | Pei Steven Yu-Tsung Director | 345,000 shares $1,164,375 @ $3.38/share 2026-05-13T00:00:00 |
P&L: -1.6% ($18,975) |
Pei Steven Yu-Tsung Director | 79,559 shares $272,490 @ $3.42/share 2026-05-14T00:00:00 |
P&L: -3.1% ($8,354) | |
📊 Valuation & Analyst Info
Fair Value: $-0.65 (-119.5% overvalued vs current price)
P/E Ratio: -3.2
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
| | |
| Date Range May 07, 2026 – May 11, 2026 | |
👥 Participant Details
ABRAMSON STEVEN V Director | 3,650 shares $337,479 @ $92.46/share 2026-05-07T00:00:00 |
P&L: +0.0% (+$110) | ABRAMSON STEVEN V Director | 4,550 shares $425,971 @ $93.62/share 2026-05-07T00:00:00 |
P&L: -1.2% ($5,142) |
ABRAMSON STEVEN V Director | 2,800 shares $264,320 @ $94.40/share 2026-05-07T00:00:00 |
P&L: -2.0% ($5,348) | Premutico Mauro SVP & CLO | 1,450 shares $134,140 @ $92.51/share 2026-05-07T00:00:00 |
P&L: -0.0% ($29) |
Premutico Mauro SVP & CLO | 1,444 shares $135,375 @ $93.75/share 2026-05-07T00:00:00 |
P&L: -1.3% ($1,819) | Premutico Mauro SVP & CLO | 800 shares $75,520 @ $94.40/share 2026-05-07T00:00:00 |
P&L: -2.0% ($1,528) |
ELIAS RICHARD C Director | 1,000 shares $92,840 @ $92.84/share 2026-05-11T00:00:00 |
P&L: -0.4% ($350) | |
📊 Valuation & Analyst Info
Fair Value: $46.76 (-49.4% overvalued vs current price)
P/E Ratio: 22.9 (0.6x below Semiconductors avg (64.7)) (0.6x below Technology avg (54.1))
Analyst Consensus: Buy
Price Target: $141.00 (Low: $120.00 | High: $168.00 | Median: $135.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date May 11, 2026 | | |
Purchase Value $15,409,617 | | |
📊 Valuation & Analyst Info
Fair Value: $244.38 (+17.1% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (461.5)) (0.2x below Industrials avg (40.2))
Analyst Consensus: Buy
Price Target: $241.25 (Low: $223.00 | High: $255.00 | Median: $245.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-04
Transaction Date May 13, 2026 | | |
Purchase Value $15,339,447 | | |
📊 Valuation & Analyst Info
Fair Value: $244.38 (+17.1% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (461.5)) (0.2x below Industrials avg (40.2))
Analyst Consensus: Buy
Price Target: $241.25 (Low: $223.00 | High: $255.00 | Median: $245.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-04
Transaction Date May 12, 2026 | | |
Purchase Value $12,652,500 | | |
📊 Valuation & Analyst Info
Fair Value: $47.09 (+183.3% 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 12, 2026 | | |
Purchase Value $12,652,500 | | |
📊 Valuation & Analyst Info
Fair Value: $47.09 (+183.3% 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 14, 2026 | | |
Purchase Value $11,130,750 | | |
📊 Valuation & Analyst Info
Fair Value: $47.09 (+183.3% 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.