On May 19, 2026, we detected 5 new cluster buys including a $5.5M purchase in $TKO by 4 insiders, and 5 notable insider purchases. CASCADE INVESTMENT, L.L.C. (10% Owner) bought $31.4M 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 19, 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 13, 2026 – May 14, 2026 | |
👥 Participant Details
Emanuel Ariel Director | 6,937 shares $1,285,842 @ $185.36/share 2026-05-13T00:00:00 |
P&L: +4.7% (+$60,421) | Emanuel Ariel Director | 3,868 shares $714,033 @ $184.60/share 2026-05-13T00:00:00 |
P&L: +5.1% (+$36,630) |
Schleimer Andrew M Chief Financial Officer | 1,696 shares $313,743 @ $184.99/share 2026-05-13T00:00:00 |
P&L: +4.9% (+$15,400) | Schleimer Andrew M Chief Financial Officer | 1,000 shares $186,210 @ $186.21/share 2026-05-13T00:00:00 |
P&L: +4.2% (+$7,860) |
SHAPIRO MARK S Director | 4,807 shares $887,468 @ $184.62/share 2026-05-13T00:00:00 |
P&L: +5.1% (+$45,426) | SHAPIRO MARK S Director | 6,000 shares $1,112,400 @ $185.40/share 2026-05-13T00:00:00 |
P&L: +4.7% (+$52,020) |
KRAFT JONATHAN Director | 4,500 shares $854,370 @ $189.86/share 2026-05-14T00:00:00 |
P&L: +2.2% (+$18,945) | KRAFT JONATHAN Director | 700 shares $133,427 @ $190.61/share 2026-05-14T00:00:00 |
P&L: +1.8% (+$2,422) |
📊 Valuation & Analyst Info
Fair Value: $840.38 (+333.0% undervalued vs current price)
P/E Ratio: 86.4 (1.7x above Entertainment avg (31.9)) (2.0x above Communication Services avg (29.1))
Analyst Consensus: Buy
Price Target: $234.67 (Low: $225.00 | High: $251.00 | Median: $232.50)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 12, 2026 – May 15, 2026 | |
👥 Participant Details
Gottesman Noam Director | 200,000 shares $1,846,960 @ $9.23/share 2026-05-12T00:00:00 |
P&L: +10.9% (+$201,040) | ASHKEN IAN G H Director | 100,000 shares $912,690 @ $9.13/share 2026-05-13T00:00:00 |
P&L: +12.2% (+$111,310) |
BALDEW RUBEN Director | 14,731 shares $143,069 @ $9.71/share 2026-05-14T00:00:00 |
P&L: +5.4% (+$7,776) | BRISBY DOMINIC Director | 150,000 shares $1,468,860 @ $9.79/share 2026-05-15T00:00:00 |
P&L: +4.6% (+$67,140) |
📊 Valuation & Analyst Info
Fair Value: $47.06 (+359.6% undervalued vs current price)
P/E Ratio: 11.7 (0.6x above Packaged Foods avg (7.5)) (0.7x below Consumer Defensive avg (43.2))
Analyst Consensus: Buy
Price Target: $13.50 (Low: $12.00 | High: $15.00 | Median: $13.50)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 15, 2026 – May 15, 2026 | |
👥 Participant Details
Balbale Sumaiya Director | 4,068 shares $249,866 @ $61.42/share 2026-05-15T00:00:00 |
P&L: -2.8% ($7,047) | Chapman Charles J III Director | 1,000 shares $61,320 @ $61.32/share 2026-05-15T00:00:00 |
P&L: -2.7% ($1,630) |
Chapman Charles J III Director | 780 shares $47,915 @ $61.43/share 2026-05-15T00:00:00 |
P&L: -2.8% ($1,357) | Chapman Charles J III Director | 220 shares $13,490 @ $61.32/share 2026-05-15T00:00:00 |
P&L: -2.7% ($359) |
Flug Jeffrey Director | 1,000 shares $61,296 @ $61.30/share 2026-05-15T00:00:00 |
P&L: -2.6% ($1,605) | Lynch Robert Director | 5,000 shares $301,940 @ $60.39/share 2026-05-15T00:00:00 |
P&L: -1.2% ($3,490) |
Meyer Daniel Harris Director | 32,258 shares $1,996,215 @ $61.88/share 2026-05-15T00:00:00 |
P&L: -3.5% ($70,735) | Silverman Josh Director | 8,190 shares $494,404 @ $60.37/share 2026-05-15T00:00:00 |
P&L: -1.1% ($5,543) |
Silverman Josh Director | 100 shares $6,121 @ $61.21/share 2026-05-15T00:00:00 |
P&L: -2.5% ($152) | |
📊 Valuation & Analyst Info
Fair Value: $-18.29 (-130.6% overvalued vs current price)
P/E Ratio: 71.4 (0.1x above Restaurants avg (67.5)) (0.2x below Consumer Cyclical avg (84.3))
Analyst Consensus: Buy
Price Target: $104.60 (Low: $76.00 | High: $148.00 | Median: $100.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 15, 2026 – May 15, 2026 | |
👥 Participant Details
Gordon Gary B. Director | 10,000 shares $24,600 @ $2.46/share 2026-05-15T00:00:00 |
P&L: +23.2% (+$5,700) | Patience David Chief Financial Officer | 7,100 shares $17,253 @ $2.43/share 2026-05-15T00:00:00 |
P&L: +24.7% (+$4,260) |
Stansky Michael P Director | 410,000 shares $1,025,000 @ $2.50/share 2026-05-15T00:00:00 |
P&L: +21.2% (+$217,300) | Stansky Michael P Director | 200,000 shares $500,000 @ $2.50/share 2026-05-15T00:00:00 |
P&L: +21.2% (+$106,000) |
Szela Mary T Director | 39,682 shares $102,776 @ $2.59/share 2026-05-15T00:00:00 |
P&L: +17.0% (+$17,460) | Wahlstrom Mats Director | 60,000 shares $151,800 @ $2.53/share 2026-05-15T00:00:00 |
P&L: +19.8% (+$30,000) |
📊 Valuation & Analyst Info
Fair Value: $-110.96 (-3762.0% overvalued vs current price)
P/E Ratio: -6.7
Analyst Consensus: Buy
Price Target: $8.00 (Low: $8.00 | High: $8.00 | Median: $8.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 13, 2026 – May 18, 2026 | |
👥 Participant Details
Farquharson Tyler President and CEO | 10,000 shares $51,500 @ $5.15/share 2026-05-13T00:00:00 |
P&L: +6.4% (+$3,300) | Miller Matthew Reade Director | 18,180 shares $94,718 @ $5.21/share 2026-05-13T00:00:00 |
P&L: +5.2% (+$4,909) |
Everard Michele J Director | 1,000 shares $5,280 @ $5.28/share 2026-05-14T00:00:00 |
P&L: +3.8% (+$200) | Perry Griffin Director | 100,000 shares $549,000 @ $5.49/share 2026-05-18T00:00:00 |
P&L: -0.2% ($1,000) |
📊 Valuation & Analyst Info
Fair Value: $-35.85 (-754.2% overvalued vs current price)
P/E Ratio: 25.2 (0.8x below Oil & Gas Exploration & Production avg (109.7)) (0.5x below Energy avg (53.5))
Analyst Consensus: Hold
Price Target: $11.00 (Low: $11.00 | High: $11.00 | Median: $11.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date May 14, 2026 | | |
Purchase Value $31,449,107 | | |
📊 Valuation & Analyst Info
Fair Value: $236.84 (+10.4% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (463.5)) (0.2x below Industrials avg (39.3))
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 14, 2026 | | |
Purchase Value $25,000,000 | | |
Transaction Date May 14, 2026 | | |
Purchase Value $20,249,518 | | |
📊 Valuation & Analyst Info
Fair Value: $236.84 (+10.4% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (463.5)) (0.2x below Industrials avg (39.3))
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 14, 2026 | | |
Purchase Value $12,163,016 | | |
📊 Valuation & Analyst Info
Fair Value: $236.84 (+10.4% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (463.5)) (0.2x below Industrials avg (39.3))
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 15, 2026 | | |
Purchase Value $10,578,510 | | |
📊 Valuation & Analyst Info
Fair Value: $236.84 (+10.4% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (463.5)) (0.2x below Industrials avg (39.3))
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
⚠️ 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.