On March 17, 2026, we detected 5 new cluster buys including a $51.6M purchase in $ALKT by 3 insiders, and 5 notable insider purchases. FRIBOURG PAUL J (Director) bought $10.0M of $IFF. 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 17, 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 Mar 11, 2026 – Mar 12, 2026 | |
👥 Participant Details
GENERAL ATLANTIC, L.P. Director | 900,000 shares $16,569,000 @ $18.41/share 2026-03-11T00:00:00 |
P&L: -4.3% ($720,000) | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 900,000 shares $16,569,000 @ $18.41/share 2026-03-11T00:00:00 |
P&L: -4.3% ($720,000) |
Payne Joseph P. Director | 5,500 shares $100,238 @ $18.23/share 2026-03-11T00:00:00 |
P&L: -3.4% ($3,383) | GENERAL ATLANTIC, L.P. Director | 500,000 shares $9,165,000 @ $18.33/share 2026-03-12T00:00:00 |
P&L: -3.9% ($360,000) |
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director | 500,000 shares $9,165,000 @ $18.33/share 2026-03-12T00:00:00 |
P&L: -3.9% ($360,000) | |
📊 Valuation & Analyst Info
Fair Value: $50.05 (+184.2% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $24.00 (Low: $22.00 | High: $26.00 | Median: $24.00)
📰 Recent News (Last 7 Days)
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| Date Range Mar 12, 2026 – Mar 13, 2026 | |
👥 Participant Details
Fyrwald J Erik Director | 900 shares $61,980 @ $68.87/share 2026-03-12T00:00:00 |
P&L: +1.8% (+$1,101) | FRIBOURG PAUL J Director | 14,200 shares $995,015 @ $70.07/share 2026-03-12T00:00:00 |
P&L: +0.0% (+$263) |
FRIBOURG PAUL J Director | 142,000 shares $9,957,963 @ $70.13/share 2026-03-12T00:00:00 |
P&L: -0.1% ($5,183) | Fyrwald J Erik Director | 13,360 shares $933,224 @ $69.85/share 2026-03-13T00:00:00 |
P&L: +0.3% (+$3,178) |
📊 Valuation & Analyst Info
Fair Value: $4.50 (-93.6% overvalued vs current price)
P/E Ratio: -46.1
Analyst Consensus: Buy
Price Target: $90.38 (Low: $80.00 | High: $97.00 | Median: $91.50)
📰 Recent News (Last 7 Days)
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| Date Range Mar 16, 2026 – Mar 16, 2026 | |
👥 Participant Details
Korch Angela A EVP & Chief Financial Officer | 190 shares $25,052 @ $131.85/share 2026-03-16T00:00:00 |
P&L: +0.4% (+$105) | KATZ ROBERT A Director | 37,500 shares $4,942,875 @ $131.81/share 2026-03-16T00:00:00 |
P&L: +0.4% (+$22,125) |
📊 Valuation & Analyst Info
Fair Value: $355.58 (+168.6% undervalued vs current price)
P/E Ratio: 19.9 (0.3x above Gambling, Resorts & Casinos avg (15.2)) (0.8x below Consumer Cyclical avg (89.5))
Analyst Consensus: Buy
Price Target: $173.25 (Low: $140.00 | High: $234.00 | Median: $167.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Mar 12, 2026 – Mar 16, 2026 | |
👥 Participant Details
Manna Michael Edward Director | 1,800 shares $10,818 @ $6.01/share 2026-03-12T00:00:00 |
P&L: +16.6% (+$1,800) | Manna Michael Edward Director | 200 shares $1,206 @ $6.03/share 2026-03-12T00:00:00 |
P&L: +16.2% (+$196) |
WHITMORE BRADFORD T Director | 33,741 shares $201,309 @ $5.97/share 2026-03-12T00:00:00 |
P&L: +17.5% (+$35,215) | WHITMORE BRADFORD T Director | 100,640 shares $636,488 @ $6.32/share 2026-03-13T00:00:00 |
P&L: +10.8% (+$68,999) |
WHITMORE BRADFORD T Director | 53,131 shares $359,112 @ $6.76/share 2026-03-16T00:00:00 |
P&L: +3.7% (+$13,336) | |
📊 Valuation & Analyst Info
Fair Value: $30.52 (+335.4% undervalued vs current price)
P/E Ratio: -16.1
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
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| Date Range Mar 10, 2026 – Mar 13, 2026 | |
👥 Participant Details
Johnston Ian A Chief Financial Officer | 4,250 shares $250,474 @ $58.94/share 2026-03-10T00:00:00 |
P&L: -4.4% ($10,986) | Brouwer Roald Chief Technology Officer | 3,000 shares $176,160 @ $58.72/share 2026-03-11T00:00:00 |
P&L: -4.0% ($7,110) |
Hill Jaime President, Building Materials | 1,000 shares $58,910 @ $58.91/share 2026-03-11T00:00:00 |
P&L: -4.3% ($2,560) | Hill Jaime President, Building Materials | 1,000 shares $56,900 @ $56.90/share 2026-03-12T00:00:00 |
P&L: -1.0% ($550) |
Gross Mario Chief Supply Chain Officer | 2,000 shares $110,780 @ $55.39/share 2026-03-13T00:00:00 |
P&L: +1.7% (+$1,920) | Gross Mario Chief Supply Chain Officer | 1,200 shares $66,156 @ $55.13/share 2026-03-13T00:00:00 |
P&L: +2.2% (+$1,464) |
Brouwer Roald Chief Technology Officer | 2,000 shares $109,760 @ $54.88/share 2026-03-13T00:00:00 |
P&L: +2.7% (+$2,940) | |
📊 Valuation & Analyst Info
Fair Value: $108.25 (+92.1% undervalued vs current price)
P/E Ratio: 25.3 (0.0x below Construction Materials avg (26.3)) (0.2x below Basic Materials avg (30.5))
Analyst Consensus: Buy
Price Target: $63.18 (Low: $52.00 | High: $75.00 | Median: $61.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date Mar 12, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $4.50 (-93.6% overvalued vs current price)
P/E Ratio: -46.1
Analyst Consensus: Buy
Price Target: $90.38 (Low: $80.00 | High: $97.00 | Median: $91.50)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-05-05
Transaction Date Mar 12, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $50.05 (+184.2% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $24.00 (Low: $22.00 | High: $26.00 | Median: $24.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-04-29
Transaction Date Mar 12, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $50.05 (+184.2% undervalued vs current price)
P/E Ratio: -50.3
Analyst Consensus: Buy
Price Target: $24.00 (Low: $22.00 | High: $26.00 | Median: $24.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-04-29
Transaction Date Mar 16, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $355.58 (+168.6% undervalued vs current price)
P/E Ratio: 19.9 (0.3x above Gambling, Resorts & Casinos avg (15.2)) (0.8x below Consumer Cyclical avg (89.5))
Analyst Consensus: Buy
Price Target: $173.25 (Low: $140.00 | High: $234.00 | Median: $167.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-06-04
Transaction Date Mar 12, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $26.72 (-39.1% overvalued vs current price)
P/E Ratio: 14.7 (0.4x below Construction Materials avg (26.3)) (0.5x below Basic Materials avg (30.5))
Analyst Consensus: Buy
Price Target: $68.33 (Low: $60.00 | High: $76.00 | Median: $69.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-04-30
⚠️ 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.