On March 01, 2026, we detected 5 new cluster buys including a $1.5M purchase in $POOL by 2 insiders, and 5 notable insider purchases. LINCOLN NATIONAL LIFE INSURANCE CO /IN/ (10% Owner) bought $25.0M of $LNPIX. 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 — March 01, 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 Feb 23, 2026 – Feb 25, 2026 | |
👥 Participant Details
St Romain Kenneth G Senior Vice President | 4,560 shares $1,000,920 @ $219.50/share 2026-02-23T00:00:00 |
P&L: +3.5% (+$35,021) | St Romain Kenneth G Senior Vice President | 1,000 shares $214,890 @ $214.89/share 2026-02-23T00:00:00 |
P&L: +5.7% (+$12,290) |
Hope James D Director | 1,405 shares $300,162 @ $213.64/share 2026-02-25T00:00:00 |
P&L: +6.3% (+$19,026) | |
📊 Valuation & Analyst Info
Fair Value: $203.82 (-10.3% overvalued vs current price)
P/E Ratio: 20.9 (0.1x above Industrials avg (18.7))
Analyst Consensus: Buy
Price Target: $278.14 (Low: $232.00 | High: $310.00 | Median: $280.00)
| | |
| Date Range Feb 23, 2026 – Feb 27, 2026 | |
👥 Participant Details
CROWELL GAYLE A Director | 6,600 shares $100,320 @ $15.20/share 2026-02-23T00:00:00 |
P&L: -6.5% ($6,534) | Bluestein Scott Chief Executive Officer | 30,000 shares $452,400 @ $15.08/share 2026-02-24T00:00:00 |
P&L: -5.8% ($26,100) |
Fallon Thomas J Director | 10,000 shares $149,800 @ $14.98/share 2026-02-24T00:00:00 |
P&L: -5.1% ($7,700) | BADAVAS ROBERT P Director | 5,000 shares $75,050 @ $15.01/share 2026-02-24T00:00:00 |
P&L: -5.3% ($4,000) |
Bluestein Scott Chief Executive Officer | 7,000 shares $100,450 @ $14.35/share 2026-02-27T00:00:00 |
P&L: -1.0% ($980) | Theodosopoulos Nikos Director | 2,600 shares $36,946 @ $14.21/share 2026-02-27T00:00:00 |
P&L: +0.0% (+$0) |
Botelho Kiersten Zaza Chief Legal Officer & CCO | 1,300 shares $18,473 @ $14.21/share 2026-02-27T00:00:00 |
P&L: +0.0% (+$0) | Meyer Seth H Chief Financial Officer | 7,000 shares $100,310 @ $14.33/share 2026-02-27T00:00:00 |
P&L: -0.8% ($840) |
Fallon Thomas J Director | 20,000 shares $284,000 @ $14.20/share 2026-02-27T00:00:00 |
P&L: +0.1% (+$200) | |
📊 Valuation & Analyst Info
Fair Value: $99.49 (+600.1% undervalued vs current price)
P/E Ratio: 10.0
Analyst Consensus: Buy
Price Target: $18.81 (Low: $17.50 | High: $19.75 | Median: $19.00)
| | |
| Date Range Feb 23, 2026 – Feb 27, 2026 | |
👥 Participant Details
CROWELL GAYLE A Director | 6,600 shares $100,320 @ $15.20/share 2026-02-23T00:00:00 |
P&L: -6.5% ($6,534) | BADAVAS ROBERT P Director | 5,000 shares $75,050 @ $15.01/share 2026-02-24T00:00:00 |
P&L: -5.3% ($4,000) |
Bluestein Scott Chief Executive Officer | 30,000 shares $452,400 @ $15.08/share 2026-02-24T00:00:00 |
P&L: -5.8% ($26,100) | Fallon Thomas J Director | 10,000 shares $149,800 @ $14.98/share 2026-02-24T00:00:00 |
P&L: -5.1% ($7,700) |
Botelho Kiersten Zaza Chief Legal Officer & CCO | 1,300 shares $18,473 @ $14.21/share 2026-02-27T00:00:00 |
P&L: +0.0% (+$0) | Bluestein Scott Chief Executive Officer | 7,000 shares $100,450 @ $14.35/share 2026-02-27T00:00:00 |
P&L: -1.0% ($980) |
Meyer Seth H Chief Financial Officer | 7,000 shares $100,310 @ $14.33/share 2026-02-27T00:00:00 |
P&L: -0.8% ($840) | Fallon Thomas J Director | 20,000 shares $284,000 @ $14.20/share 2026-02-27T00:00:00 |
P&L: +0.1% (+$200) |
📊 Valuation & Analyst Info
Fair Value: $99.49 (+600.1% undervalued vs current price)
P/E Ratio: 10.0
Analyst Consensus: Buy
Price Target: $18.81 (Low: $17.50 | High: $19.75 | Median: $19.00)
| | |
| Date Range Feb 26, 2026 – Feb 27, 2026 | |
👥 Participant Details
Thermopylae Holdings Ltd. 10% Owner | 177,457 shares $580,284 @ $3.27/share 2026-02-26T00:00:00 |
P&L: +10.4% (+$60,335) | Booth Andrew Chief Financial Officer | 42,600 shares $145,692 @ $3.42/share 2026-02-27T00:00:00 |
P&L: +5.6% (+$8,094) |
📊 Valuation & Analyst Info
Fair Value: $-5.13 (-242.2% overvalued vs current price)
P/E Ratio: -7.0
Analyst Consensus: Buy
Price Target: $20.17 (Low: $5.00 | High: $34.00 | Median: $23.50)
| | |
| Date Range Feb 23, 2026 – Feb 24, 2026 | |
👥 Participant Details
CROWELL GAYLE A | 6,600 shares $100,320 @ $15.20/share 2026-02-23T00:00:00 |
P&L: -6.5% ($6,534) | Bluestein Scott | 30,000 shares $452,400 @ $15.08/share 2026-02-24T00:00:00 |
P&L: -5.8% ($26,100) |
Fallon Thomas J | 10,000 shares $149,800 @ $14.98/share 2026-02-24T00:00:00 |
P&L: -5.1% ($7,700) | |
📊 Valuation & Analyst Info
Fair Value: $99.49 (+600.1% undervalued vs current price)
P/E Ratio: 10.0
Analyst Consensus: Buy
Price Target: $18.81 (Low: $17.50 | High: $19.75 | Median: $19.00)
💰 Individual Insider Buys
Transaction Date Feb 25, 2026 | | |
Purchase Value $24,999,990 | | |
Transaction Date Feb 27, 2026 | | |
Purchase Value $10,528,963 | | |
📊 Valuation & Analyst Info
Fair Value: $154.23 (+115.1% undervalued vs current price)
P/E Ratio: 15.6
Analyst Consensus: Hold
Price Target: $71.00 (Low: $64.00 | High: $80.00 | Median: $71.00)
📈 Recent Earnings: 2026-04-20
Transaction Date Feb 26, 2026 | | |
Purchase Value $10,423,848 | | |
📊 Valuation & Analyst Info
Fair Value: $154.23 (+115.1% undervalued vs current price)
P/E Ratio: 15.6
Analyst Consensus: Hold
Price Target: $71.00 (Low: $64.00 | High: $80.00 | Median: $71.00)
📈 Recent Earnings: 2026-04-20
Transaction Date Feb 24, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $34.01 (+40.8% undervalued vs current price)
P/E Ratio: 94.7 (5.2x above Energy avg (15.2))
Analyst Consensus: Hold
Price Target: $29.25 (Low: $25.00 | High: $37.00 | Median: $27.50)
📈 Recent Earnings: 2026-04-27
Transaction Date Feb 23, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $2.32 (-84.9% overvalued vs current price)
P/E Ratio: -30.2
Analyst Consensus: Buy
Price Target: $19.50 (Low: $18.00 | High: $21.00 | Median: $19.50)
📈 Recent Earnings: 2026-05-06
⚠️ 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.