On May 18, 2026, we detected 3 new cluster buys including a $1.1M purchase in $ADC by 2 insiders, and 5 notable insider purchases. BIGLARI, SARDAR (Director) bought $3.7M of $BH. 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 18, 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 14, 2026 – May 14, 2026 | |
👥 Participant Details
Agree Joey Director | 13,295 shares $1,002,576 @ $75.41/share 2026-05-14T00:00:00 |
P&L: -1.3% ($12,630) | Lehmkuhl Greg Director | 750 shares $56,318 @ $75.09/share 2026-05-14T00:00:00 |
P&L: -0.8% ($473) |
📊 Valuation & Analyst Info
Fair Value: $179.17 (+140.6% undervalued vs current price)
P/E Ratio: 39.0 (0.3x above REIT - Retail avg (30.5)) (0.3x below Real Estate avg (55.8))
Analyst Consensus: Buy
Price Target: $84.06 (Low: $80.00 | High: $91.00 | Median: $83.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 07, 2026 – May 08, 2026 | |
👥 Participant Details
Rodriguez-Gonzalez Luis A General Counsel & EVP | 17,000 shares $409,775 @ $24.10/share 2026-05-07T00:00:00 |
P&L: -2.0% ($8,065) | Castrillo-Salgado Joaquin A. Senior EVP & COO | 12,862 shares $283,350 @ $22.03/share 2026-05-08T00:00:00 |
P&L: +7.3% (+$20,579) |
Castrillo-Salgado Joaquin A. Senior EVP & COO | 1,675 shares $38,441 @ $22.95/share 2026-05-08T00:00:00 |
P&L: +3.0% (+$1,139) | Castrillo-Salgado Joaquin A. Senior EVP & COO | 5,463 shares $132,915 @ $24.33/share 2026-05-08T00:00:00 |
P&L: -2.9% ($3,824) |
📊 Valuation & Analyst Info
Fair Value: $109.69 (+364.2% undervalued vs current price)
P/E Ratio: 13.1 (0.7x below Software - Infrastructure avg (38.8)) (0.8x below Technology avg (52.5))
Analyst Consensus: Buy
Price Target: $34.00 (Low: $34.00 | High: $34.00 | Median: $34.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range May 07, 2026 – May 07, 2026 | |
👥 Participant Details
Byng-Thorne Zillah Director | 25,015 shares $442,015 @ $17.67/share 2026-05-07T00:00:00 |
P&L: -12.2% ($53,782) | Byng-Thorne Zillah Director | 4,452 shares $79,379 @ $17.83/share 2026-05-07T00:00:00 |
P&L: -13.0% ($10,284) |
Lansberry Kevin Allen Director | 11,400 shares $196,992 @ $17.28/share 2026-05-07T00:00:00 |
P&L: -10.2% ($20,064) | |
📊 Valuation & Analyst Info
Fair Value: $-351.80 (-2366.8% overvalued vs current price)
P/E Ratio: 24.0 (~ Travel Services avg (23.2)) (0.7x below Consumer Cyclical avg (87.3))
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 14, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $146.24 (-45.3% overvalued vs current price)
P/E Ratio: -27.5
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-07
Transaction Date May 13, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $4.42 (-11.3% overvalued vs current price)
P/E Ratio: -5.0
Analyst Consensus: Hold
Price Target: $5.50 (Low: $5.50 | High: $5.50 | Median: $5.50)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-07
Transaction Date May 13, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $-168.08 (-512.5% overvalued vs current price)
P/E Ratio: -166.4
Analyst Consensus: Buy
Price Target: $96.43 (Low: $70.00 | High: $150.00 | Median: $85.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-04
Transaction Date May 14, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $-168.08 (-512.5% overvalued vs current price)
P/E Ratio: -166.4
Analyst Consensus: Buy
Price Target: $96.43 (Low: $70.00 | High: $150.00 | Median: $85.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-04
Transaction Date May 14, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $27.71 (-28.2% overvalued vs current price)
P/E Ratio: 14.7 (0.3x below Construction Materials avg (22.4)) (0.5x below Basic Materials avg (29.9))
Analyst Consensus: Buy
Price Target: $55.00 (Low: $55.00 | High: $55.00 | Median: $55.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-08-06
⚠️ 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.