On August 19, 2026, we detected 5 new cluster buys including a $8.5M purchase in $CDNL by 7 insiders, and 5 notable insider purchases. Catalyst4, Inc. (10% Owner) bought $50.1M of $MLPT. 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 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 Aug 14, 2026 – Aug 17, 2026 | |
👥 Participant Details
Zelman Ivy Director | 12,647 shares $500,948 @ $39.61/share 2026-08-14T00:00:00 |
P&L: +14.0% (+$69,938) | Wood Benjamin Chief Operating Officer | 13,627 shares $534,451 @ $39.22/share 2026-08-14T00:00:00 |
P&L: +15.1% (+$80,672) |
Wood Benjamin Chief Operating Officer | 12,073 shares $480,143 @ $39.77/share 2026-08-14T00:00:00 |
P&L: +13.5% (+$64,832) | Spivey Jeremy Simmons Director | 12,366 shares $452,348 @ $36.58/share 2026-08-14T00:00:00 |
P&L: +23.4% (+$105,853) |
Spivey Jeremy Simmons Director | 14,224 shares $536,103 @ $37.69/share 2026-08-14T00:00:00 |
P&L: +19.8% (+$105,969) | Spivey Jeremy Simmons Director | 45,249 shares $1,756,566 @ $38.82/share 2026-08-14T00:00:00 |
P&L: +16.3% (+$285,974) |
Spivey Jeremy Simmons Director | 11,511 shares $456,411 @ $39.65/share 2026-08-14T00:00:00 |
P&L: +13.8% (+$63,195) | Rowe Michael Bruce Jr. Chief Financial Officer | 7,000 shares $255,710 @ $36.53/share 2026-08-14T00:00:00 |
P&L: +23.6% (+$60,270) |
Wood Anthony Leon Jr. Director | 34,019 shares $1,332,184 @ $39.16/share 2026-08-14T00:00:00 |
P&L: +15.3% (+$203,434) | Wood Anthony Leon Jr. Director | 17,381 shares $690,895 @ $39.75/share 2026-08-14T00:00:00 |
P&L: +13.6% (+$93,684) |
Lee Richard Melvin Jr. Director | 27,000 shares $987,930 @ $36.59/share 2026-08-14T00:00:00 |
P&L: +23.4% (+$230,850) | Lee Richard Melvin Jr. Director | 7,000 shares $264,110 @ $37.73/share 2026-08-14T00:00:00 |
P&L: +19.6% (+$51,870) |
Wimmer Richard Bennett Director | 7,500 shares $293,475 @ $39.13/share 2026-08-17T00:00:00 |
P&L: +15.4% (+$45,075) | |
📊 Valuation & Analyst Info
Fair Value: $815.46 (+1706.5% undervalued vs current price)
P/E Ratio: 15.8 (0.6x below Engineering & Construction avg (41.9)) (0.2x below Industrials avg (20.2))
Analyst Consensus: Buy
Price Target: $52.33 (Low: $35.00 | High: $70.00 | Median: $52.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 12, 2026 – Aug 14, 2026 | |
👥 Participant Details
SHAFFER TERI (a) Ms. Shaffer is a Director of Compass Group Diversified Holdings LLC, Sponsor of the Trust. | 11,881 shares $145,555 @ $12.25/share 2026-08-12T00:00:00 |
P&L: -3.0% ($4,409) | Keller Stephen (a) Mr. Keller is the Chief Financial Officer of Compass Group Diversified Holdings LLC, Sponsor of the Trust. | 10,000 shares $120,143 @ $12.01/share 2026-08-12T00:00:00 |
P&L: -1.1% ($1,343) |
Sawtelle Zachary T. (a) Mr. Sawtelle is the Chief Operating Officer of Compass Group Diversified Holdings LLC, Sponsor of the Trust. | 25,000 shares $299,658 @ $11.99/share 2026-08-12T00:00:00 |
P&L: -0.9% ($2,657) | ENTERLINE LARRY L (a) Mr. Enterline is Chairman of the Board of Directors of Compass Group Diversified Holdings LLC, Sponsor of the Trust. | 67,114 shares $833,395 @ $12.42/share 2026-08-13T00:00:00 |
P&L: -4.3% ($36,080) |
Sawtelle Zachary T. (a) Mr. Sawtelle is the Chief Operating Officer of Compass Group Diversified Holdings LLC, Sponsor of the Trust. | 7,000 shares $87,150 @ $12.45/share 2026-08-13T00:00:00 |
P&L: -4.6% ($3,990) | RICHTER GLENN R (a) Mr. Richter is a Director of Compass Group Diversified Holdings LLC, the sponsor of Compass Diversified Holdings. | 38,051 shares $499,986 @ $13.14/share 2026-08-14T00:00:00 |
P&L: -9.6% ($47,940) |
📊 Valuation & Analyst Info
Fair Value: $-26.78 (-325.4% overvalued vs current price)
P/E Ratio: -1.6
Analyst Consensus: Buy
Price Target: $18.00 (Low: $18.00 | High: $18.00 | Median: $18.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 11, 2026 – Aug 17, 2026 | |
👥 Participant Details
Decker Mark Okey Jr Director | 6,875 shares $246,950 @ $35.92/share 2026-08-11T00:00:00 |
P&L: +0.5% (+$1,306) | Decker Mark Okey Jr Director | 550 shares $19,800 @ $36.00/share 2026-08-11T00:00:00 |
P&L: +0.3% (+$60) |
Fitzgerald Charles Director | 14,000 shares $500,920 @ $35.78/share 2026-08-11T00:00:00 |
P&L: +0.9% (+$4,620) | Roseth Aaron Robert Director | 13,500 shares $495,855 @ $36.73/share 2026-08-12T00:00:00 |
P&L: -1.7% ($8,370) |
Whitlock Matthew Fitzsimmons Chief Investment Officer | 500 shares $18,605 @ $37.21/share 2026-08-14T00:00:00 |
P&L: -3.0% ($550) | Whitlock Matthew Fitzsimmons Chief Investment Officer | 500 shares $18,190 @ $36.38/share 2026-08-17T00:00:00 |
P&L: -0.7% ($135) |
📊 Valuation & Analyst Info
Fair Value: $-34.27 (-194.9% overvalued vs current price)
P/E Ratio: -38.4
Analyst Consensus: Hold
Price Target: $40.33 (Low: $38.00 | High: $43.00 | Median: $40.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 12, 2026 – Aug 18, 2026 | |
👥 Participant Details
Hayden Michael R Director | 46,387 shares $481,033 @ $10.37/share 2026-08-12T00:00:00 |
P&L: +7.2% (+$34,790) | Booth Andrew Chief Financial Officer | 37,200 shares $383,904 @ $10.32/share 2026-08-14T00:00:00 |
P&L: +7.8% (+$29,760) |
Montalbano John S. Director | 10,000 shares $110,300 @ $11.03/share 2026-08-18T00:00:00 |
P&L: +0.8% (+$900) | |
📊 Valuation & Analyst Info
Fair Value: $-1.58 (-114.2% overvalued vs current price)
P/E Ratio: -7.0
Analyst Consensus: Buy
Price Target: $15.33 (Low: $7.00 | High: $30.00 | Median: $9.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 13, 2026 – Aug 13, 2026 | |
👥 Participant Details
Tripeny R Tony Director | 900 shares $102,321 @ $113.69/share 2026-08-13T00:00:00 |
P&L: -5.1% ($5,175) | Kadia Siddhartha President and CEO | 7,093 shares $800,090 @ $112.80/share 2026-08-13T00:00:00 |
P&L: -4.3% ($34,472) |
📊 Valuation & Analyst Info
Fair Value: $17.06 (-84.2% overvalued vs current price)
P/E Ratio: 72.5 (5.1x above Medical - Specialties avg (11.9)) (2.2x above Healthcare avg (22.8))
Analyst Consensus: Hold
Price Target: $110.00 (Low: $110.00 | High: $110.00 | Median: $110.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date Aug 14, 2026 | | |
Purchase Value $50,072,000 | | |
Transaction Date Aug 17, 2026 | | |
Purchase Value $23,296,427 | | |
📊 Valuation & Analyst Info
Fair Value: $242.84 (+11.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (61.0)) (0.5x above Industrials avg (20.2))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
Transaction Date Aug 14, 2026 | | |
Purchase Value $21,537,265 | | |
📊 Valuation & Analyst Info
Fair Value: $242.84 (+11.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (61.0)) (0.5x above Industrials avg (20.2))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
Transaction Date Aug 17, 2026 | | |
Purchase Value $21,128,197 | | |
📊 Valuation & Analyst Info
Fair Value: $242.84 (+11.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (61.0)) (0.5x above Industrials avg (20.2))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
Transaction Date Aug 14, 2026 | | |
Purchase Value $10,660,316 | | |
📊 Valuation & Analyst Info
Fair Value: $242.84 (+11.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (61.0)) (0.5x above Industrials avg (20.2))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
⚠️ 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.