On May 14, 2026, we detected 5 new cluster buys including a $6.5M purchase in $MRP by 3 insiders, and 5 notable insider purchases. RA CAPITAL MANAGEMENT, L.P. (Director) bought $75.0M of $ARTV. 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 14, 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 May 11, 2026 – May 13, 2026 | |
👥 Participant Details
Presa Rachel General Counsel and Secretary | 725 shares $19,705 @ $27.18/share 2026-05-11T00:00:00 |
P&L: -1.9% ($370) | Richman Darren Chief Executive Officer and President | 195,000 shares $5,325,840 @ $27.31/share 2026-05-11T00:00:00 |
P&L: -2.4% ($125,190) |
Richman Darren Chief Executive Officer and President | 40,000 shares $1,092,480 @ $27.31/share 2026-05-11T00:00:00 |
P&L: -2.4% ($25,680) | Nitkin Robert Chief Operating Officer | 1,840 shares $48,944 @ $26.60/share 2026-05-12T00:00:00 |
P&L: +0.3% (+$129) |
Presa Rachel General Counsel and Secretary | 307 shares $8,171 @ $26.62/share 2026-05-13T00:00:00 |
P&L: +0.2% (+$17) | |
📊 Valuation & Analyst Info
Fair Value: $137.95 (+417.2% undervalued vs current price)
P/E Ratio: 13.1 (0.8x below Real Estate avg (55.4))
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
| | |
| Date Range May 11, 2026 – May 12, 2026 | |
👥 Participant Details
Richman Darren Chief Executive Officer and President | 195,000 shares $5,325,840 @ $27.31/share 2026-05-11T00:00:00 |
P&L: -2.4% ($125,190) | Richman Darren Chief Executive Officer and President | 40,000 shares $1,092,480 @ $27.31/share 2026-05-11T00:00:00 |
P&L: -2.4% ($25,680) |
Nitkin Robert Chief Operating Officer | 1,840 shares $48,944 @ $26.60/share 2026-05-12T00:00:00 |
P&L: +0.3% (+$129) | |
📊 Valuation & Analyst Info
Fair Value: $137.95 (+417.2% undervalued vs current price)
P/E Ratio: 13.1 (0.8x below Real Estate avg (55.4))
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
| | |
| Date Range May 13, 2026 – May 13, 2026 | |
👥 Participant Details
Emanuel Ariel Director | 6,937 shares $1,285,842 @ $185.36/share 2026-05-13T00:00:00 |
P&L: -0.9% ($11,515) | Emanuel Ariel Director | 3,868 shares $714,033 @ $184.60/share 2026-05-13T00:00:00 |
P&L: -0.5% ($3,481) |
Schleimer Andrew M Chief Financial Officer | 1,696 shares $313,743 @ $184.99/share 2026-05-13T00:00:00 |
P&L: -0.7% ($2,188) | Schleimer Andrew M Chief Financial Officer | 1,000 shares $186,210 @ $186.21/share 2026-05-13T00:00:00 |
P&L: -1.3% ($2,510) |
SHAPIRO MARK S Director | 4,807 shares $887,468 @ $184.62/share 2026-05-13T00:00:00 |
P&L: -0.5% ($4,422) | SHAPIRO MARK S Director | 6,000 shares $1,112,400 @ $185.40/share 2026-05-13T00:00:00 |
P&L: -0.9% ($10,200) |
📊 Valuation & Analyst Info
Fair Value: $897.44 (+388.5% undervalued vs current price)
P/E Ratio: 86.4 (1.7x above Entertainment avg (32.3)) (1.9x above Communication Services avg (29.4))
Analyst Consensus: Buy
Price Target: $234.67 (Low: $225.00 | High: $251.00 | Median: $232.50)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 13, 2026 – May 13, 2026 | |
👥 Participant Details
Gunby Steven Henry Director | 6,658 shares $957,886 @ $143.87/share 2026-05-13T00:00:00 |
P&L: +0.7% (+$6,392) | Gunby Steven Henry Director | 3,342 shares $483,821 @ $144.77/share 2026-05-13T00:00:00 |
P&L: +0.0% (+$201) |
Linton Paul Alderman Chief Strategy/Transf. Officer | 2,400 shares $345,696 @ $144.04/share 2026-05-13T00:00:00 |
P&L: +0.5% (+$1,896) | Nam Eun Chief Financial Officer | 2,000 shares $289,180 @ $144.59/share 2026-05-13T00:00:00 |
P&L: +0.2% (+$480) |
📊 Valuation & Analyst Info
Fair Value: $634.74 (+338.3% undervalued vs current price)
P/E Ratio: 20.5 (0.1x below Consulting Services avg (22.9)) (0.5x below Industrials avg (39.6))
Analyst Consensus: Buy
Price Target: $180.00 (Low: $180.00 | High: $180.00 | Median: $180.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 08, 2026 – May 12, 2026 | |
👥 Participant Details
Smith Carey A. Director | 12,000 shares $599,280 @ $49.94/share 2026-05-08T00:00:00 |
P&L: +0.8% (+$4,800) | Smith Carey A. Director | 500 shares $25,365 @ $50.73/share 2026-05-08T00:00:00 |
P&L: -0.8% ($195) |
McMahon Harry T. Director | 10,000 shares $491,400 @ $49.14/share 2026-05-11T00:00:00 |
P&L: +2.4% (+$12,000) | Holdsworth Mark Keith Director | 3,246 shares $164,572 @ $50.70/share 2026-05-12T00:00:00 |
P&L: -0.7% ($1,169) |
Holdsworth Mark Keith Director | 6,754 shares $348,101 @ $51.54/share 2026-05-12T00:00:00 |
P&L: -2.3% ($8,105) | |
📊 Valuation & Analyst Info
Fair Value: $118.07 (+134.5% undervalued vs current price)
P/E Ratio: 27.4 (0.5x above Industrial - Machinery avg (18.3)) (0.3x below Industrials avg (39.6))
Analyst Consensus: Buy
Price Target: $86.80 (Low: $78.00 | High: $104.00 | Median: $82.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date May 11, 2026 | | |
Purchase Value $74,999,992 | | |
📊 Valuation & Analyst Info
Fair Value: $0.64 (-93.9% overvalued vs current price)
P/E Ratio: -1.3
Analyst Consensus: Buy
Price Target: $37.50 (Low: $35.00 | High: $40.00 | Median: $37.50)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-05
Transaction Date May 13, 2026 | | |
Purchase Value $35,118,182 | | |
📊 Valuation & Analyst Info
Fair Value: $243.62 (+19.6% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (459.0)) (0.2x below Industrials avg (39.6))
Analyst Consensus: Buy
Price Target: $241.25 (Low: $223.00 | High: $255.00 | Median: $245.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-04
Transaction Date May 11, 2026 | | |
Purchase Value $25,000,002 | | |
📰 Recent News (Last 7 Days)
Transaction Date May 11, 2026 | | |
Purchase Value $19,999,990 | | |
📊 Valuation & Analyst Info
Fair Value: $-8.41 (-149.4% overvalued vs current price)
P/E Ratio: -7.7
Analyst Consensus: Buy
Price Target: $40.50 (Low: $31.00 | High: $50.00 | Median: $42.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-05
Transaction Date May 13, 2026 | | |
Purchase Value $17,811,595 | | |
📊 Valuation & Analyst Info
Fair Value: $243.62 (+19.6% undervalued vs current price)
P/E Ratio: 30.9 (0.9x below Waste Management avg (459.0)) (0.2x below Industrials avg (39.6))
Analyst Consensus: Buy
Price Target: $241.25 (Low: $223.00 | High: $255.00 | Median: $245.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-04
⚠️ 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.