On May 13, 2026, we detected 5 new cluster buys including a $43.5M purchase in $AXIA3 by 2 insiders, and 5 notable insider purchases. Dimension Capital II, L.P. (Director) bought $20.0M of $ODTX. 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 13, 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 May 08, 2026 – May 08, 2026 | |
👥 Participant Details
Batista de Lima Filho Pedro Director | 1,193,000 shares $13,337,740 @ $11.18/share 2026-05-08T00:00:00 |
| Batista de Lima Filho Pedro Director | 38,500 shares $430,430 @ $11.18/share 2026-05-08T00:00:00 |
|
Batista de Lima Filho Pedro Director | 50,500 shares $564,590 @ $11.18/share 2026-05-08T00:00:00 |
| Batista de Lima Filho Pedro Director | 618,900 shares $7,606,281 @ $12.29/share 2026-05-08T00:00:00 |
|
Batista de Lima Filho Pedro Director | 859,500 shares $10,563,255 @ $12.29/share 2026-05-08T00:00:00 |
| Batista de Lima Filho Pedro Director | 896,100 shares $11,013,069 @ $12.29/share 2026-05-08T00:00:00 |
|
Corso Matte Ana Silvia Director | 1,000 shares $11,190 @ $11.19/share 2026-05-08T00:00:00 |
| Corso Matte Ana Silvia Director | 1,000 shares $11,200 @ $11.20/share 2026-05-08T00:00:00 |
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| | |
| Date Range May 11, 2026 – May 12, 2026 | |
👥 Participant Details
NORRINGTON LORRIE M Director | 1,313 shares $250,021 @ $190.42/share 2026-05-11T00:00:00 |
P&L: -5.7% ($14,233) | Rangan Yamini Director | 2,750 shares $522,060 @ $189.84/share 2026-05-12T00:00:00 |
P&L: -5.4% ($28,215) |
Shah Dharmesh Director | 10,000 shares $1,813,700 @ $181.37/share 2026-05-12T00:00:00 |
P&L: -1.0% ($17,900) | |
📊 Valuation & Analyst Info
Fair Value: $89.64 (-50.1% overvalued vs current price)
P/E Ratio: 458.5 (5.1x above Software - Application avg (74.8)) (7.8x above Technology avg (52.3))
Analyst Consensus: Buy
Price Target: $295.57 (Low: $190.00 | High: $525.00 | Median: $285.00)
📰 Recent News (Last 7 Days)
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| Date Range May 07, 2026 – May 07, 2026 | |
👥 Participant Details
ABRAMSON STEVEN V Director | 3,650 shares $337,479 @ $92.46/share 2026-05-07T00:00:00 |
P&L: -0.3% ($985) | ABRAMSON STEVEN V Director | 4,550 shares $425,971 @ $93.62/share 2026-05-07T00:00:00 |
P&L: -1.5% ($6,507) |
ABRAMSON STEVEN V Director | 2,800 shares $264,320 @ $94.40/share 2026-05-07T00:00:00 |
P&L: -2.3% ($6,188) | Premutico Mauro SVP & CLO | 1,450 shares $134,140 @ $92.51/share 2026-05-07T00:00:00 |
P&L: -0.3% ($464) |
Premutico Mauro SVP & CLO | 1,444 shares $135,375 @ $93.75/share 2026-05-07T00:00:00 |
P&L: -1.7% ($2,253) | Premutico Mauro SVP & CLO | 800 shares $75,520 @ $94.40/share 2026-05-07T00:00:00 |
P&L: -2.3% ($1,768) |
📊 Valuation & Analyst Info
Fair Value: $46.82 (-49.2% overvalued vs current price)
P/E Ratio: 22.9 (0.6x below Semiconductors avg (61.7)) (0.6x below Technology avg (52.3))
Analyst Consensus: Buy
Price Target: $141.00 (Low: $120.00 | High: $168.00 | Median: $135.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 08, 2026 – May 11, 2026 | |
👥 Participant Details
Smith Carey A. Director | 12,000 shares $599,280 @ $49.94/share 2026-05-08T00:00:00 |
P&L: +5.5% (+$33,120) | Smith Carey A. Director | 500 shares $25,365 @ $50.73/share 2026-05-08T00:00:00 |
P&L: +3.9% (+$985) |
McMahon Harry T. Director | 10,000 shares $491,400 @ $49.14/share 2026-05-11T00:00:00 |
P&L: +7.2% (+$35,600) | |
📊 Valuation & Analyst Info
Fair Value: $116.11 (+120.3% undervalued vs current price)
P/E Ratio: 27.4 (0.5x above Industrial - Machinery avg (18.6)) (0.3x below Industrials avg (40.5))
Analyst Consensus: Buy
Price Target: $86.80 (Low: $78.00 | High: $104.00 | Median: $82.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 07, 2026 – May 11, 2026 | |
👥 Participant Details
Byng-Thorne Zillah Director | 25,015 shares $442,015 @ $17.67/share 2026-05-07T00:00:00 |
P&L: -9.5% ($41,775) | Byng-Thorne Zillah Director | 4,452 shares $79,379 @ $17.83/share 2026-05-07T00:00:00 |
P&L: -10.3% ($8,147) |
Lansberry Kevin Allen Director | 11,400 shares $196,992 @ $17.28/share 2026-05-07T00:00:00 |
P&L: -7.4% ($14,592) | MacDonald Brian P Director | 15,000 shares $248,100 @ $16.54/share 2026-05-11T00:00:00 |
P&L: -3.3% ($8,100) |
📊 Valuation & Analyst Info
Fair Value: $-353.65 (-2310.3% overvalued vs current price)
P/E Ratio: 24.0 (~ Travel Services avg (24.1)) (0.7x below Consumer Cyclical avg (89.8))
Analyst Consensus: Buy
Price Target: $22.25 (Low: $14.00 | High: $30.00 | Median: $22.50)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date May 08, 2026 | | |
Purchase Value $19,999,998 | | |
📰 Recent News (Last 7 Days)
Transaction Date May 08, 2026 | | |
Purchase Value $13,337,740 | | |
Transaction Date May 08, 2026 | | |
Purchase Value $11,013,069 | | |
Transaction Date May 08, 2026 | | |
Purchase Value $10,563,255 | | |
Transaction Date May 12, 2026 | | |
Purchase Value $10,257,311 | | |
P&L: +11.1% (+$1,139,708)
📊 Valuation & Analyst Info
Fair Value: $17878.62 (+831.8% undervalued vs current price)
P/E Ratio: 12.0 (0.4x below Banks - Regional avg (21.6)) (0.6x below Financial Services avg (27.8))
Analyst Consensus: Hold
Price Target: $2234.20 (Low: $2050.00 | High: $2346.00 | Median: $2300.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-07-24
⚠️ 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.