On August 18, 2026, we detected 5 new cluster buys including a $8.7M purchase in $BORR by 2 insiders, and 5 notable insider purchases. Divisadero Street Capital Management, LP (10% Owner) bought $4.9M of $LWAY. 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 — August 18, 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
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| Date Range Aug 13, 2026 – Aug 14, 2026 | |
👥 Participant Details
Currie Jeffrey Director | 125,000 shares $501,637 @ $4.01/share 2026-08-13T00:00:00 |
P&L: +12.1% (+$60,863) | Troim Tor Olav Director | 1,500,000 shares $6,036,750 @ $4.02/share 2026-08-13T00:00:00 |
P&L: +11.8% (+$713,250) |
Troim Tor Olav Director | 500,000 shares $2,193,400 @ $4.39/share 2026-08-14T00:00:00 |
P&L: +2.6% (+$56,600) | |
📊 Valuation & Analyst Info
Fair Value: $-13.60 (-402.1% overvalued vs current price)
P/E Ratio: 23.7 (0.4x above Energy avg (17.4))
Analyst Consensus: Hold
Price Target: $4.78 (Low: $3.55 | High: $6.00 | Median: $4.78)
📰 Recent News (Last 7 Days)
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| Date Range Aug 14, 2026 – Aug 14, 2026 | |
👥 Participant Details
LIN PETER KUAN-HOW Chief Financial Officer | 26,667 shares $400,005 @ $15.00/share 2026-08-14T00:00:00 |
P&L: +57.0% (+$228,003) | Chen Hung-Wen Director | 166,667 shares $2,000,004 @ $12.00/share 2026-08-14T00:00:00 |
P&L: +96.2% (+$1,925,004) |
Chen Hung-Wen Director | 103,333 shares $1,549,995 @ $15.00/share 2026-08-14T00:00:00 |
P&L: +57.0% (+$883,497) | Chen Hung-Wen Director | 266,667 shares $4,000,005 @ $15.00/share 2026-08-14T00:00:00 |
P&L: +57.0% (+$2,280,003) |
Chen Yi-Kuei Director | 20,000 shares $300,000 @ $15.00/share 2026-08-14T00:00:00 |
P&L: +57.0% (+$171,000) | |
📊 Valuation & Analyst Info
Fair Value: $-593.47 (-2620.1% overvalued vs current price)
P/E Ratio: -2.5
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 14, 2026 – Aug 14, 2026 | |
👥 Participant Details
Wood Benjamin Chief Operating Officer | 13,627 shares $534,451 @ $39.22/share 2026-08-14T00:00:00 |
P&L: +0.0% (+$136) | Wood Benjamin Chief Operating Officer | 12,073 shares $480,143 @ $39.77/share 2026-08-14T00:00:00 |
P&L: -1.4% ($6,519) |
Spivey Jeremy Simmons Director | 12,366 shares $452,348 @ $36.58/share 2026-08-14T00:00:00 |
P&L: +7.2% (+$32,770) | Spivey Jeremy Simmons Director | 14,224 shares $536,103 @ $37.69/share 2026-08-14T00:00:00 |
P&L: +4.1% (+$21,905) |
Spivey Jeremy Simmons Director | 45,249 shares $1,756,566 @ $38.82/share 2026-08-14T00:00:00 |
P&L: +1.1% (+$18,552) | Spivey Jeremy Simmons Director | 11,511 shares $456,411 @ $39.65/share 2026-08-14T00:00:00 |
P&L: -1.1% ($4,835) |
Rowe Michael Bruce Jr. Chief Financial Officer | 7,000 shares $255,710 @ $36.53/share 2026-08-14T00:00:00 |
P&L: +7.4% (+$18,900) | Wood Anthony Leon Jr. Director | 34,019 shares $1,332,184 @ $39.16/share 2026-08-14T00:00:00 |
P&L: +0.2% (+$2,381) |
Wood Anthony Leon Jr. Director | 17,381 shares $690,895 @ $39.75/share 2026-08-14T00:00:00 |
P&L: -1.3% ($9,038) | Lee Richard Melvin Jr. Director | 27,000 shares $987,930 @ $36.59/share 2026-08-14T00:00:00 |
P&L: +7.2% (+$71,280) |
Lee Richard Melvin Jr. Director | 7,000 shares $264,110 @ $37.73/share 2026-08-14T00:00:00 |
P&L: +4.0% (+$10,500) | Zelman Ivy Director | 12,647 shares $500,948 @ $39.61/share 2026-08-14T00:00:00 |
P&L: -1.0% ($4,806) |
📊 Valuation & Analyst Info
Fair Value: $820.98 (+1992.7% undervalued vs current price)
P/E Ratio: 15.8 (0.6x below Engineering & Construction avg (44.6)) (0.2x below Industrials avg (20.5))
Analyst Consensus: Buy
Price Target: $52.33 (Low: $35.00 | High: $70.00 | Median: $52.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 14, 2026 – Aug 14, 2026 | |
👥 Participant Details
Bernhard Olivier Director | 65,000 shares $1,993,790 @ $30.67/share 2026-08-14T00:00:00 |
P&L: +2.1% (+$41,359) | Coppetti Caspar Felix Director | 65,000 shares $1,993,790 @ $30.67/share 2026-08-14T00:00:00 |
P&L: +2.1% (+$41,359) |
📊 Valuation & Analyst Info
Fair Value: $32.60 (+4.1% undervalued vs current price)
P/E Ratio: 62.5 (2.8x above Apparel - Footwear & Accessories avg (16.2)) (0.1x below Consumer Cyclical avg (69.6))
Analyst Consensus: Buy
Price Target: $46.62 (Low: $20.00 | High: $82.00 | Median: $42.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 12, 2026 – Aug 14, 2026 | |
👥 Participant Details
Sarowitz Steven I Director | 246,153 shares $912,317 @ $3.71/share 2026-08-12T00:00:00 |
P&L: +27.1% (+$247,064) | Harmon Jeffrey Chief Content Officer | 178,700 shares $729,596 @ $4.08/share 2026-08-13T00:00:00 |
P&L: +15.4% (+$112,081) |
Sarowitz Steven I Director | 107,662 shares $443,277 @ $4.12/share 2026-08-13T00:00:00 |
P&L: +14.4% (+$63,811) | Harmon Neal Director | 29,036 shares $125,007 @ $4.31/share 2026-08-13T00:00:00 |
P&L: +9.4% (+$11,751) |
Harmon Neal Director | 29,193 shares $125,005 @ $4.28/share 2026-08-14T00:00:00 |
P&L: +10.0% (+$12,495) | Harmon Jeffrey Chief Content Officer | 51,380 shares $219,115 @ $4.26/share 2026-08-14T00:00:00 |
P&L: +10.4% (+$22,885) |
Sarowitz Steven I Director | 57,922 shares $246,806 @ $4.26/share 2026-08-14T00:00:00 |
P&L: +10.5% (+$26,007) | |
📊 Valuation & Analyst Info
Fair Value: $-45.73 (-1071.0% overvalued vs current price)
P/E Ratio: -4.2
Analyst Consensus: Buy
Price Target: $9.00 (Low: $9.00 | High: $9.00 | Median: $9.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date Aug 13, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $43.03 (+73.9% undervalued vs current price)
P/E Ratio: 26.6 (1.0x above Packaged Foods avg (13.2)) (0.3x below Consumer Defensive avg (35.6))
Analyst Consensus: Buy
Price Target: $35.00 (Low: $35.00 | High: $35.00 | Median: $35.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-11-12
Transaction Date Aug 14, 2026 | | |
| | |
P&L: +57.0% (+$2,280,003)
📊 Valuation & Analyst Info
Fair Value: $-593.47 (-2620.1% overvalued vs current price)
P/E Ratio: -2.5
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-09-24
Transaction Date Aug 14, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $-13.60 (-402.1% overvalued vs current price)
P/E Ratio: 23.7 (0.4x above Energy avg (17.4))
Analyst Consensus: Hold
Price Target: $4.78 (Low: $3.55 | High: $6.00 | Median: $4.78)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-11-04
Transaction Date Aug 14, 2026 | | |
| | |
P&L: +96.2% (+$1,925,004)
📊 Valuation & Analyst Info
Fair Value: $-593.47 (-2620.1% overvalued vs current price)
P/E Ratio: -2.5
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-09-24
Transaction Date Aug 14, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $32.60 (+4.1% undervalued vs current price)
P/E Ratio: 62.5 (2.8x above Apparel - Footwear & Accessories avg (16.2)) (0.1x below Consumer Cyclical avg (69.6))
Analyst Consensus: Buy
Price Target: $46.62 (Low: $20.00 | High: $82.00 | Median: $42.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-11-11
⚠️ 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.