On May 22, 2026, we detected 5 new cluster buys including a $73M purchase in $BRCB by 2 insiders, and 5 notable insider purchases. Martins Marcelo Eduardo (Director) bought $12.5M of $CSAN3. 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 22, 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 15, 2026 – May 20, 2026 | |
👥 Participant Details
Cynosure Group, LLC Director | 12,042,712 shares $64,428,509 @ $5.35/share 2026-05-15T00:00:00 |
P&L: +23.0% (+$14,812,536) | Cynosure Group, LLC Director | 1,600,000 shares $8,560,000 @ $5.35/share 2026-05-15T00:00:00 |
P&L: +23.0% (+$1,968,000) |
Wegener-Beyer Jessica Michele Chief Marketing Officer | 3,098 shares $20,015 @ $6.46/share 2026-05-20T00:00:00 |
P&L: +1.9% (+$372) | |
📊 Valuation & Analyst Info
Fair Value: $-166.97 (-2637.5% overvalued vs current price)
P/E Ratio: -6312.1
Analyst Consensus: Buy
Price Target: $19.00 (Low: $15.00 | High: $22.00 | Median: $20.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 15, 2026 – May 21, 2026 | |
👥 Participant Details
Jenisch Jan Philipp Director | 7,000 shares $343,840 @ $49.12/share 2026-05-15T00:00:00 |
P&L: +2.8% (+$9,590) | Jenisch Jan Philipp Director | 13,417 shares $666,691 @ $49.69/share 2026-05-15T00:00:00 |
P&L: +1.6% (+$10,734) |
Jenisch Jan Philipp Director | 8,000 shares $397,040 @ $49.63/share 2026-05-15T00:00:00 |
P&L: +1.7% (+$6,880) | Jenisch Jan Philipp Director | 2,000 shares $97,440 @ $48.72/share 2026-05-19T00:00:00 |
P&L: +3.6% (+$3,540) |
Jenisch Jan Philipp Director | 3,000 shares $149,880 @ $49.96/share 2026-05-19T00:00:00 |
P&L: +1.1% (+$1,590) | Jenisch Jan Philipp Director | 1,640 shares $79,852 @ $48.69/share 2026-05-19T00:00:00 |
P&L: +3.7% (+$2,952) |
Jenisch Jan Philipp Director | 1,000 shares $48,550 @ $48.55/share 2026-05-19T00:00:00 |
P&L: +4.0% (+$1,940) | Gross Mario Chief Supply Chain Officer | 1,800 shares $89,046 @ $49.47/share 2026-05-19T00:00:00 |
P&L: +2.1% (+$1,836) |
Gross Mario Chief Supply Chain Officer | 1,000 shares $48,630 @ $48.63/share 2026-05-19T00:00:00 |
P&L: +3.8% (+$1,860) | Jenisch Jan Philipp Director | 3,001 shares $148,940 @ $49.63/share 2026-05-19T00:00:00 |
P&L: +1.7% (+$2,581) |
Jenisch Jan Philipp Director | 7,000 shares $347,830 @ $49.69/share 2026-05-19T00:00:00 |
P&L: +1.6% (+$5,600) | Jenisch Jan Philipp Director | 1,360 shares $65,960 @ $48.50/share 2026-05-19T00:00:00 |
P&L: +4.1% (+$2,706) |
Gross Mario Chief Supply Chain Officer | 1,200 shares $58,356 @ $48.63/share 2026-05-20T00:00:00 |
P&L: +3.8% (+$2,232) | Brouwer Roald Chief Technology Officer | 1,500 shares $74,760 @ $49.84/share 2026-05-21T00:00:00 |
P&L: +1.3% (+$975) |
📊 Valuation & Analyst Info
Fair Value: $91.95 (+82.1% undervalued vs current price)
P/E Ratio: 25.3 (0.1x above Construction Materials avg (22.8)) (0.2x below Basic Materials avg (29.9))
Analyst Consensus: Buy
Price Target: $66.00 (Low: $58.00 | High: $75.00 | Median: $66.50)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 18, 2026 – May 20, 2026 | |
👥 Participant Details
Lombard Gerhard Chief Financial Officer | 1,000 shares $11,120 @ $11.12/share 2026-05-18T00:00:00 |
P&L: +2.9% (+$320) | Strandberg Steven F. Director | 85,000 shares $958,486 @ $11.28/share 2026-05-19T00:00:00 |
P&L: +1.5% (+$13,914) |
Breaux Jason Director | 5,000 shares $55,950 @ $11.19/share 2026-05-20T00:00:00 |
P&L: +2.2% (+$1,250) | |
📊 Valuation & Analyst Info
Fair Value: $64.53 (+464.1% undervalued vs current price)
P/E Ratio: 15.1 (0.5x below Financial Services avg (28.0))
Analyst Consensus: Buy
Price Target: $14.00 (Low: $12.00 | High: $16.00 | Median: $14.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 18, 2026 – May 21, 2026 | |
👥 Participant Details
Offer Or Director | 3,105 shares $9,936 @ $3.20/share 2026-05-18T00:00:00 |
P&L: +18.1% (+$1,801) | Rapaport-Dagim Tamar Director | 40,000 shares $128,880 @ $3.22/share 2026-05-18T00:00:00 |
P&L: +17.3% (+$22,320) |
Offer Or Director | 50,000 shares $179,000 @ $3.58/share 2026-05-19T00:00:00 |
P&L: +5.6% (+$10,000) | Offer Or Director | 3,000 shares $10,650 @ $3.55/share 2026-05-19T00:00:00 |
P&L: +6.5% (+$690) |
Beit-On Harel Moshe Director | 75,000 shares $291,750 @ $3.89/share 2026-05-20T00:00:00 |
P&L: -2.8% ($8,250) | Eilam Barak Director | 50,000 shares $193,000 @ $3.86/share 2026-05-21T00:00:00 |
P&L: -2.1% ($4,000) |
📊 Valuation & Analyst Info
Fair Value: $15.15 (+300.9% undervalued vs current price)
P/E Ratio: -19.2
Analyst Consensus: Buy
Price Target: $5.38 (Low: $4.00 | High: $7.50 | Median: $5.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 18, 2026 – May 20, 2026 | |
👥 Participant Details
Cil Jose E. Director | 5,000 shares $76,250 @ $15.25/share 2026-05-18T00:00:00 |
P&L: +8.0% (+$6,100) | Cil Jose E. Director | 10,000 shares $149,100 @ $14.91/share 2026-05-19T00:00:00 |
P&L: +10.5% (+$15,600) |
COHEN JONATHAN Z Director | 30,000 shares $474,900 @ $15.83/share 2026-05-20T00:00:00 |
P&L: +4.0% (+$19,200) | |
📊 Valuation & Analyst Info
Fair Value: $-352.68 (-2241.4% overvalued vs current price)
P/E Ratio: 24.0 (~ Travel Services avg (24.1)) (0.7x below Consumer Cyclical avg (86.2))
Analyst Consensus: Buy
Price Target: $21.85 (Low: $14.00 | High: $30.00 | Median: $20.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date May 19, 2026 | | |
Purchase Value $12,549,454 | | |
Transaction Date May 20, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $66.93 (+60.2% undervalued vs current price)
P/E Ratio: 30.3 (0.2x below Financial - Capital Markets avg (40.0)) (0.1x above Financial Services avg (28.0))
Analyst Consensus: Buy
Price Target: $54.00 (Low: $52.00 | High: $57.00 | Median: $53.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-09-08
Transaction Date May 20, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $43.96 (+21.1% undervalued vs current price)
P/E Ratio: 20.8 (0.8x below Construction avg (89.2)) (0.5x below Industrials avg (39.0))
Analyst Consensus: Hold
Price Target: $52.57 (Low: $41.00 | High: $64.00 | Median: $50.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-07-30
Transaction Date May 18, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $236.85 (+13.8% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (464.8)) (0.2x below Industrials avg (39.0))
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 18, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $236.85 (+13.8% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (464.8)) (0.2x below Industrials avg (39.0))
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.