Insider Buying Week 08-07-26 Insider Blackout Curtain Begins to Lift

U.S. equities notched another week of gains, pushing the S&P 500 to fresh record highs above 7,750. A surprise July nonfarm payrolls report showing a decline of 23,000 jobs boosted expectations that the Federal Reserve will hold off on further rate hikes or pivot toward easing. Meanwhile, fluctuating oil prices and earnings commentary kept volatility alive, but insider buying picked up sharply as blackout windows closed following Q2 reports.  

Insomniac members should not be surprised by the market’s strength. We forecast this back in April https://insomniachedge.com/insider-buying-week-04-11-25/

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Key Macro Trends & Market Movers

• Labor Market Cools: July payrolls unexpectedly dropped by 23,000 jobs, sending Treasury yields lower and sparking a Friday stock rally led by mega-cap tech.

• Energy & Inflation Focus: Oil prices oscillated near $83–$85/barrel amid Middle East developments, remaining a key variable for inflation expectations and Fed policy sentiment.

• Earnings Season Tailwinds: S&P 500 earnings growth remains on track for its strongest showing in years, supporting valuations even as markets demand ROI discipline on capital expenditures.

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Notable High-Conviction Insider Buying

Company (Ticker)	Insider & Role	Shares Purchased	Transaction Value	Key Driver / Insight
Aptiv PLC ($APTV)	Paul M. Meister (Lead Director)	105,631	$5.0M	Large dip-buying following selloff; clean balance sheet & cheap valuation.
CoStar Group ($CSGP)	Andrew Florance (Founder & CEO)	83,300	$2.5M	Founder backing the long-term Homes.com expansion strategy with personal cash.
Carvana Co. ($CVNA)	Michael E. Maroone (Lead Director)	25,000	$1.5M	Automotive veteran buying into operational turnaround and unit economics.
Ingersoll Rand ($IR)	Aurobind Satpathy (Director)	11,538	$1.0M	High cash-flow conversion and aftermarket business strength offset industrial slowing.
Huntsman Corp. ($HUN)	Peter R. Huntsman (Chairman & CEO)	100,000	$981K	Event-driven CEO buy ahead of crucial merger vote.
SiteOne Landscape ($SITE)	Doug Black (Chairman & CEO)	8,000	$816K	Buy-in during housing-driven soft patch; strong customer diversification.
Bunge Global ($BG)	Christopher Mahoney (Director)	6,500	$689K	Strategic buying post-Viterra merger as agricultural margins stabilize.
Tractor Supply ($TSCO)	Harry A. Lawton III (CEO)	15,600	$501K	CEO stepped in with a half-million purchase following guidance tweak.

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Key Takeaways for Investors

1. Follow Executive Conviction: Multi-million dollar open-market purchases by CEOs and Lead Directors (e.g., $APTV,$CSGP) signal internal confidence post-earnings selloffs.

2. Watch the Fed & Yields: A weakening labor print has lowered rate-hike fears, but Treasury yield movements remain the primary driver of equity multiples.

3. Focus on Cash Flow Quality: Cyclical and industrial names with robust free cash flow profiles ($IR,$SITE) continue to attract smart money despite macro headwinds.

Name: J. Lindsey Alley
Position: Chief Financial Officer
Transaction Date: 08-03-2026 Shares Bought: 4,020 shares an average price paid of $124.52 for Cost: $500,570

Company: Houlihan Lokey Inc. (HLI)

Houlihan Lokey, Inc. is a global investment banking firm that offers financial restructuring, liability management, and financial and valuation consultancy services. Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA) are the firm’s three business segments. CF assists corporations and financial sponsors with mergers and acquisitions, debt and equity financings, and other corporate transactions. FR provides debtors, creditors, and stakeholders with recapitalization, restructuring, liability management, and other advisory services. FVA offers valuation, fairness and solvency evaluations, acquisition advising, diligence, and dispute resolution services. Houlihan Lokey supports corporations, financial sponsors, and government bodies all over the world. The company was created in 1972 and is based in Los Angeles, CA.

J. Lindsey Alley joined Houlihan Lokey in 1995 and Chief Financial Officer since December 2012. He is responsible for the firm’s accounting, tax, financial reporting, acquisitions, and investor relations operations. Before becoming CFO, Alley worked as an investment banker, advising public and private corporations, boards of directors, and special committees on mergers and acquisitions. He is not a member of Houlihan Lokey’s Board of Directors and hence has never served as a director or CEO of the company. He received a B.S. in Systems Engineering from the University of Virginia and an MBA in Finance with highest honors from the University of Michigan.

Insomniac Hedge Fund Guy Opinion: Houlihan Lokey is a quality business having an ordinary quarter, not a broken one. Revenue miss aside, this is still the most defensively-built shop in independent investment banking — restructuring covers for M&A when deals dry up, the balance sheet is clean, and management just put its own money where its mouth is. At $129 against a DCF fair value in the $135-$150 range and a Street target of $153, this reads as a modest buy for patient investors, not a screaming bargain. I wouldn’t chase it here, but I also wouldn’t bet against a firm that makes money in both good deal markets and bad ones. Do your own homework before putting money behind this call — this is analysis, not a personalized recommendation.

Name: Christopher Mahoney
Position: Director
Transaction Date: 07-31-2026 Shares Bought: 6,500 shares an average price paid of $106.01 for Cost: $689,050    

Company: Bunge Global SA (BG)

Bunge Global SA is a global agricultural and food corporation. It operates in four segments: soybean processing and refining, grain merchandising, and milling. The Soybean Processing and Refining segment purchases, stores, transports, processes, distributes, refines, markets, and sells soybeans and soybean-related products, as well as produces and distributes biodiesel and fertilizer for the food, animal feed, and biofuel industries. The Grain Merchandising and Milling segment purchases, stores, transports, distributes, and markets commodities primarily consisting of corn, wheat, barley, cotton, pulses, and sugar; mills wheat and sugar; and provides related services such as ocean freight and financial services. Bunge Global SA, founded in 1818, is headquartered in Chesterfield, Missouri. 

Christopher Mahoney has served as a Director of Bunge Global SA since 2025, joining the Board following the completion of Bunge’s combination with Viterra. He serves as Chair of the Enterprise Risk Management Committee and is also a member of the Corporate Governance and Nominations Committee. Mahoney is the former Chief Executive Officer of Glencore Agriculture Ltd., where he spent 21 years and led the company’s 2012 acquisition of Viterra. He also previously served as a non-executive director of Viterra and as Chairman of ED&F Man Holdings Ltd. He holds a Master of Arts degree from Oriel College, University of Oxford, and completed the Tuck Executive Program at Dartmouth College.

Insomniac Hedge Fund Guy Opinion: BG is a cautious buy, not a conviction buy. The Perfect10 composite reads +5.2 — constructive — with a Buy-rated analyst consensus, real insider buying, and an earnings beat with raised guidance all leaning bullish. The catch is that Bunge’s entire investment case depends on which side of the commodity cycle you think you’re standing on: buy it if you believe crush margins stay strong and Viterra synergies keep landing, but respect that this is a thin-margin, cyclical business where a bad crop year or a policy reversal can undo the good news fast. This isn’t a stock to fall in love with — it’s a stock to trade the cycle on, and right now, the cycle looks like it’s turning in Bunge’s favor.

Name: Doug Black
Position: CEO
Transaction Date: 08-04-2026 Shares Bought: 8,000 shares an average price paid of $102.03 for Cost: $816,280

Company: SiteOne Landscape Supply Inc. (SITE)

SiteOne Landscape Supply, Inc. and its subsidiaries engage in the wholesale distribution of landscape goods in the United States and Canada. The company offers irrigation products such as controllers, valves, sprinkler heads, irrigation pipes, micro irrigation, and drip products; fertilizer, grass seed, and ice melt products; control products such as herbicides, fungicides, rodenticides, and other pesticides; hardscapes, which include pavers, natural stones, and blocks; and outdoor lighting products such as lighting fixtures, LED lamps, wires, transformers, and accessories. It markets its goods primarily to residential and commercial landscape professionals that specialize in the design, installation, and management of lawns, gardens, golf courses, and other outdoor spaces via a branch network and direct distribution. SiteOne Landscape Supply, Inc. was founded in 2001 and is based in Roswell, Georgia.

Doug Black has served as Chief Executive Officer of SiteOne Landscape Supply Inc. since April 2014, when he joined the company, and has also served as Chairman of the Board since June 2017. Before joining SiteOne, he spent 18 years at Oldcastle Inc., where he held several senior leadership roles, including President and Chief Operating Officer. Earlier in his career, Black worked at McKinsey & Company and served as a U.S. Army Engineer Officer. He holds an MBA from Duke University’s Fuqua School of Business and a B.S. in Mathematical Science/Civil Engineering from the U.S. Military Academy at West Point.

Insomniac Hedge Fund Guy Opinion: SiteOne is a well-run, disciplined compounder in a boring-but-durable niche, currently going through a housing-driven soft patch rather than a broken business. Insider buying, a “Buy” analyst consensus with 22% upside to target, and rock-solid customer diversification all lean bullish; a Street-missing EPS print, muted organic growth, and 7%+ short interest keep this from being a slam dunk. At current levels sitting near the middle of a reasonable DCF range, I’d call this a hold-to-modest-buy — attractive for patient investors betting on a housing recovery and continued roll-up execution, not a name to chase for a quick pop. Do your own homework before putting money behind it; this is analysis, not a recommendation.

Name: Aurobind Satpathy
Position: Director 
Transaction Date: 08-03-2026 Shares Bought: 11,538 shares an average price paid of $86.68 for Cost: $1,000,091  

Company: Ingersoll Rand Inc. (IR)

Ingersoll Rand Inc. offers mission-critical air, fluid, clean energy, and and services worldwide. The corporation is divided into two segments: industrial technologies and services, and precision and science technologies. Its product line includes air and gas compressors, vacuum and blower systems, fluid transfer equipment, power tools, pumps, gas boosters, hydrogen compression systems, and precision dosing solutions. The company services a wide range of markets, including industrial production, healthcare, water and wastewater treatment, chemical processing, clean energy, food & beverage, and agriculture. Ingersoll Rand sells its goods thru direct sales reps and independent distributors, and it owns a diverse portfolio of established brands. The company was formed in 1859 and is based in Davidson, North Carolina.

Aurobind Satpathy has been an independent director of Ingersoll Rand Inc. since joined the company’s Board of Directors. He has never served as CEO of Ingersoll Rand, just as a non-executive director. Satpathy is the founder and Managing Partner of Satori Capital, with over 20 years of expertise in private equity, corporate strategy, and industrial investing. Prior to creating Satori Capital, he held executive positions at multiple investment firms, focused on operational improvements and long-term value development in industrial and manufacturing industries. He holds a Bachelor of Technology degree in Mechanical Engineering from the Indian Institute of Technology Delhi and an MBA from Harvard Business School.

Insomniac Hedge Fund Guy Opinion: IR is a well-run compounder that’s shifted from growth story to cash-flow story — and the market hasn’t fully priced that shift yet. A 0.79 PEG, strong cash conversion, insider buying, and a DCF that suggests real cushion below intrinsic value make this a buy on weakness, not a chase at current levels. The near-term chart is shaky and the growth deceleration is real, so I wouldn’t back up the truck today — but on any pullback toward the $80 level, this is a name worth owning for the aftermarket-and-M&A machine, not the acronym.

Name: Michael E. Maroone
Position: Director
Transaction Date: 07-31-2026 Shares Bought: 25,000 shares an average price paid of $61.80 for Cost: $1,544,981

Company: Carvana Co. (CVNA)

Carvana Co., along with its subsidiaries, runs an e-commerce platform for purchasing and selling used vehicles. It offers vehicle acquisition, inspection, and reconditioning, an online search and purchasing experience, finance, related items, a logistics network, a unique fulfillment experience, and post-sale customer support services. The corporation also runs auction websites. Carvana Company was created in 2012 and is headquartered in Tempe, Arizona.

Michael E. Maroone has served as a Director of Carvana Co. since the company’s initial public offering in April 2017 and currently serves as the company’s Lead Director. He brings more than four decades of automotive retail leadership experience, including serving as President and Chief Operating Officer of AutoNation from 1999 until his retirement in 2015, and previously as President and CEO of the Maroone Automotive Group. His extensive expertise in dealership operations, customer experience, and corporate governance has made him a valuable member of Carvana’s board since joining the company. He earned a Bachelor of Science degree in Small Business Management from the University of Colorado Boulder.

Insomniac Hedge Fund Guy Opinion: Carvana earned its turnaround story — the margins are real, the growth is real, and CarMax should be nervous. But at 36x earnings and 22x EBITDA, with insiders selling six times more than they’re buying and short sellers holding onto 8-11% of the float, this stock isn’t a value play — it’s a bet that 50%+ growth keeps compounding without another guidance stumble. I’d call this a hold for existing believers, not a fresh buy at current levels — the operational story is strong, but the price already assumes near-perfect execution, and this market has already shown it’ll punish Carvana hard the moment that assumption wobbles.

Name: Paul M. Meister
Position: Director
Transaction Date: 08-05-2026 Shares Bought: 105,631 shares an average price paid of $47.33 for Cost: $4,999,959

Company: Aptiv PLC (APTV)

Aptiv PLC is an industrial technology business that provides hardware and software solutions for the automotive and other sectors in North America, Europe, the Middle East, Africa, Asia Pacific, and South America. It operates in three segments: Advanced Safety and User Experience, Engineered Components, and Electrical Distribution Systems. The company provides active safety, user experience, smart car compute, and software products for automotive safety and security, including as intelligent sensors, compute platforms, software tools, and services. It also offers connection systems, interconnects, and cable management and protection solutions for power, signal, and data transmission. Aptiv PLC was founded in 2011 and is headquartered in Schaffhausen, Switzerland.

Paul M. Meister has served as a Director of Aptiv PLC since July 25, 2019, and has served as Lead Independent Director since April 2022. He is a partner at Novalis LifeSciences and co-founder and CEO of Liberty Lane Partners, LLC. Previously, Meister was President of MacAndrews & Forbes Incorporated from 2014 to 2018 and Chairman and CEO of inVentiv Health from 2010 to 2014. He has extensive experience in management, strategy, finance, capital markets, operations, and mergers and acquisitions. He holds a bachelor’s degree from the University of Michigan and an MBA from Northwestern University.

Insomniac Hedge Fund Guy Opinion: This is a buy on the dip, not a stock to abandon. The market punished Aptiv hard for a guidance cut that’s real but largely macro-driven — China softness and European launch delays, not a broken business model. Underneath the headline miss, cash generation is strong, margins are peer-leading, the valuation multiple is cheap relative to the supplier group, and a $5 million insider purchase landed two days after the selloff. Short interest is rising but not extreme, and the DCF math lines up close to the Street’s $68 target from a $49 stock. The risk is real — China and customer concentration aren’t going away — but at this price, the reward looks like it’s outrunning the risk.

Name: Edward J. Ludwig
Position: Director
Transaction Date: 07-31-2026 Shares Bought: 5,000 shares an average price paid of $45.48 for Cost: $227,400 

Company: Boston Scientific Corp (BSX)

Boston Scientific Corporation develops, produces, and markets medical devices for use in a variety of interventional medical specialties around the world. The company operates in two segments: MedSurg and Cardiovascular. It provides devices to diagnose and treat a variety of gastrointestinal problems, including resolution clips, biliary stent systems, stents, and electrocautery improved delivery systems, as well as SpyGlass, which are single-use scopes used for diagnostic and therapeutic treatments in the pancreaticobiliary system. The company also offers technology for identifying and treating a variety of heart ailments and irregularities, including WATCHMAN FLX, a left atrial appendage closure device. The company was established in 1979 and is based in Marlborough, Massachusetts.

Edward J. Ludwig has served as a Director of Boston Scientific Corp. since April 2013. Ludwig is the former Chairman, President, and Chief Executive Officer of Becton, Dickinson and Company, where he spent more than three decades after joining the company in 1979 and served as CEO from 2000 to 2011. He brings extensive experience in global healthcare, medical technology, operations, and corporate strategy through his leadership roles across the healthcare industry. Ludwig earned a bachelor’s degree in biology from The College of the Holy Cross and an MBA from Columbia Business School.

Insomniac Hedge Fund Guy Opinion: BSX just took a gut-punch on guidance, and the market priced that in. But strip out the noise and you’ve got a company still growing revenue faster than its peers, throwing off high-quality cash flow, buying back $5 billion of its own stock, and trading at a PEG ratio that says the growth is underpriced. The WATCHMAN slowdown and EP competition are real risks worth watching, not reasons to run for the exits. This is a buy on the pullback — not a screaming bargain, but a quality compounder that got temporarily unfairly discounted. Do your own homework before pulling the trigger; this is analysis, not a recommendation.

Name: Edna Morris
Position: Director
Transaction Date: 08-04-2026 Shares Bought: 1,560 shares an average price paid of $32.44 for Cost: $50,606 

Name: Harry A. Lawton III 
Position: President & CEO
Transaction Date: 08-04-2026 Shares Bought: 15,600 shares an average price paid of $32.15 for Cost: $501,524 

Company: Tractor Supply Co. (TSCO)

Tractor Supply Company is a leading rural lifestyle shop in to recreational farmers, ranchers, and rural residents. The company sells a wide variety of items, including cattle and equestrian feed, fencing, agricultural supplies, pet food and accessories, lawn and garden equipment, tractors, power tools, hardware, truck accessories, clothes, footwear, toys, and home décor. It sells items under a variety of private-label and established brand names, and its retail operations include Tractor Supply Company, Petsense by Tractor Supply, and Orscheln Farm and Home. Customers are served thru the company’s network of stores and e-commerce websites, which include TractorSupply.com and Petsense.com. Tractor Supply Company was formed in 1938, and its headquarters are in Brentwood, Tennessee.

Edna K. Morris has been an independent director of Tractor Supply Company and was named Chairman of the Board in 2023. She has never been Tractor Supply’s Chief Executive Officer, instead serving as an independent Chair and providing strategic oversight. Morris is Range Restaurant Group’s Chief Executive Officer and Partner, with over 40 years of executive leadership experience in the restaurant, retail, and investment industries, including senior positions at Red Lobster, Hardee’s Food Systems, and Axum Capital Partners. She attended the University of Buffalo, where she studied business administration.

Harry A. Lawton III has been President and CEO since was also nominated to the company’s Board of Directors. He has not served as Chair of the Board, which is handled separately by the independent Board Chair. Tractor Supply has grown significantly under his leadership by expanding its omnichannel capabilities and strengthening its rural lifestyle retail approach. Lawton was previously the President of Macy’s and has held senior leadership positions at eBay, Home Depot, and McKinsey & Company. He graduated from North Carolina State University with dual Bachelor of Science degrees in Chemical Engineering and Pulp and Paper Science and Technology, as well as an MBA from the University of Virginia Darden School of Business.

Insomniac Hedge Fund Guy Opinion: TSCO just took its lumps — a guidance cut, negative comps, and a withdrawn long-term framework are not things a healthy retailer does. But the stock is trading almost exactly at fair value by my DCF and the Street’s target, the dividend is intact, cash flow remains solid, and the CEO just wrote a half-million-dollar check into the dip. That’s a hold, leaning toward accumulate on weakness — not a screaming buy today, but not a stock to abandon either. I’d want to see comps stabilize and the refreshed framework at Q4 before getting aggressive; until then, this is a “watch the insider buying, don’t chase the guidance-cut candle” situation.

Name: Andrew C. Florance
Position: Founder and CEO
Transaction Date: 08-04-2026 Shares Bought: 83,300 shares an average price paid of $29.89 for Cost: $2,489,837

Company: CoStar Group Inc. (CSGP)

CoStar Group, Inc. offers information, analytics, and online marketplace services to the real estate and allied business communities of the United States, Australia, Canada, Europe, Asia Pacific, and Latin America. It offers CoStar Property, which provides inventory of office, industrial, retail, multifamily, hospitality, student housing, and land properties; CoStar Leasing, which provides data on lease transactions and tools to manage user-entered lease data; CoStar Sales, a database of commercial real estate sales transactions; CoStar Owners, which provides detailed portfolio information; CoStar Markets, which views and reports on market and submarket trends; and CoStar Tenant, which provides tenant information. The company was created in 1986 and is based in Arlington, Virginia.

Andrew C. Florance founded CoStar Group, Inc. in 1987 and has served as the company’s President and Chief Executive Officer since its inception, leading its growth into one of the world’s largest providers of commercial real estate information, analytics, and online marketplaces. Under his leadership, CoStar has expanded through innovation and strategic acquisitions, including Apartments.com, LoopNet, and Homes.com. Florance is widely recognized for transforming the commercial real estate data industry with technology-driven solutions. He earned a Bachelor of Arts degree in Economics from Princeton University.

Insomniac Hedge Fund Guy Opinion: CoStar is a real moat business going through an expensive, necessary growth pain — and the Q2 print plus the CEO’s own money buying in right after it are the first hard evidence the Homes.com bet might actually pay off. The Perfect Ten read comes in at +3.0 on the -10 to +10 scale (constructive) — not screaming buy, but tilted bullish, with insider buying, cash flow, and a cheap PEG ratio (a measure of valuation relative to earnings growth) offsetting soft near-term chart technicals and a lagging real estate sector. This one’s a buy on the profitability inflection, not the current price tag — the moat is proven, the residential bet just started proving itself, and the founder just backed that with cash. Do your own homework before following anyone into this name, insiders included.

Name: Mohammed Abbas
Position: President & COO
Transaction Date: 08-04-2026 Shares Bought: 12,000 shares an average price paid of $29.89 for Cost: $358,705

Company: Del Monte Corp (DMC)

Del Monte Corporation and its subsidiaries produce, market, and distribute fresh and cut fruits and vegetables in North America, Europe, the Middle East, North Africa, Asia, and around the world. It operates in three segments: fresh and value-added products, bananas, and other products and services. The company provides pineapples, fresh-cut fruit, fresh-cut vegetables, and fresh-cut salads; melons, vegetables, and non-tropical fruit, such as grapes, apples, citrus, blueberries, strawberries, pears, peaches, plums, nectarines, cherries, and kiwis; prepared food, including prepared fruit and vegetables, juices, other beverages, and meals and snacks. The corporation was previously known as Fresh Del Monte Produce Inc. before changing its name to Del Monte Corporation in June 2026. Del Monte Corporation was formed in 1886 and is headquartered in George Town, Cayman Islands.

Mohammed Abbas has been President & COO of Del Monte Corporation since January 2026. He joined Fresh Del Monte Produce Inc. in January 2007 as General Manager of Del Monte Foods UAE and has since held several senior leadership positions across the company’s Middle East, Africa, and Asia Pacific operations. Before becoming President & COO, he served as Executive Vice President and Chief Operating Officer, where he oversaw key global operations and business activities. Abbas brings more than 20 years of experience in agriculture, farming, and fresh produce. He holds a Master of Science in Agribusiness from Purdue University and an MBA from Indiana University’s Kelley School of Business.

Insomniac Hedge Fund Guy Opinion: DMC is a cyclical, three-legged industrial story trading at a discount to where it’d sit if all three segments were firing — Arcadia’s already there, DynaEnergetics is stabilizing, NobelClad is the wildcard. The PEG ratio and negative trailing earnings growth say don’t chase this on current numbers, but the analyst target ($52), thin short interest, insider buying, and raised guidance all lean constructive. This is a speculative turnaround bet, not a blue-chip hold — I’d call it a cautious buy for anyone comfortable with cyclical industrial risk, not a stock to back up the truck on.

Name: Daniel J. Nova
Position: Director
Transaction Date: 07-31-2026 Shares Bought: 40,000 shares an average price paid of $24.57 for Cost: $982,700   

Company: Harley-Davidson Inc. (HOG)

Harley-Davidson, Inc. is a top motorcycle manufacturer recognized for its distinctive heavyweight bikes and strong global brand. Harley-Davidson works in three segments: Harley-Davidson Motor Company, LiveWire, and Harley-Davidson Financial Services. It provides a diverse selection of bikes, including cruisers, touring, adventure, sport, trike, and dual-sport models, as well as parts, accessories, clothes, and licensed items. The company produces and sells electric motorbikes and electric bikes under the LiveWire brand. Its financial services division offers dealer financing, retail motorcycle loans, insurance products, and branded credit card partnerships to customers and dealerships worldwide. Harley-Davidson, Incorporated. Harley-Davidson, Inc. was founded in 1903 and is headquartered in Milwaukee, Wisconsin.

Daniel J. Nova was appointed to the Board of Directors of Harley-Davidson on September 12, 2025. Appointed to assist Harley-Davidson with commercial strategy, digital transformation, governance, and capital allocation. He serves as a General Partner at Highland Capital Partners, a venture capital firm, where he established and led the firm’s internet and digital technology investment practice

Insomniac Hedge Fund Guy Opinion: HOG is a value stock wearing a growth stock’s boots and never quite fitting into either category. The valuation is fair, not cheap, the earnings quality is solid, and an insider just wrote a $982,700 check with his own money — that’s a real signal. But the demographic and growth headwinds are structural, not a one-quarter blip, and the sector itself is bleeding versus the broader market. This is a hold, lean toward speculative buy on weakness for investors comfortable with a cyclical, heavily-shorted name — not a stock to chase after a 5% pop. The 16.4% short interest cuts both ways: it can fuel squeezes, but it also reflects genuine, well-reasoned skepticism about the long-term ride. Do your own homework here — this is analysis, not a recommendation.

Name: William L. Cornog
Position: Director
Transaction Date: 08-06-2026 Shares Bought: 50,000 shares an average price paid of $11.25 for Cost: $562,400

Company: BrightView Holdings Inc. (BV)

BrightView Holdings, Inc. and its subsidiaries provide commercial landscaping services in the United States. It operates in two segments: Maintenance Services and Development Services. The Maintenance Services section provides a variety of regular commercial landscaping services, such as mowing, gardening, mulching and snow removal, water management, irrigation maintenance, tree care, and golf course maintenance. Its clients include corporate and commercial properties, homeowner associations, public parks, hotels and resorts, airport authorities, municipalities, hospitals and other healthcare facilities, educational institutions, restaurants and shops, and golf courses. It serves as the official field consultant to Major League Baseball. BrightView Holdings, Inc. was formed in 1939 and is based in Blue Bell, Pennsylvania.

William L. Cornog has served as a Director of BrightView Holdings, Inc. since September 2022, when he joined the company’s Board of Directors. He is the former head of KKR Capstone, KKR & Co.’s portfolio operations team, where he served from 2002 to 2022. Before KKR, Cornog was Senior Vice President and General Manager of Network Services at Williams Communications Group and previously a Partner at The Boston Consulting Group. He brings extensive experience in investment management, corporate strategy, operations, and governance. Cornog earned a BA from Stanford University and an MBA from Harvard Business School.

Insomniac Hedge Fund Guy Opinion: BrightView is a scale leader in a boring, fragmented, cash-generative business that just had a genuinely ugly quarter — a 19% single-day drop on an earnings miss, a legacy insurance charge, and cut guidance. The stock now trades roughly in line with what a conservative discounted cash flow model would suggest it’s worth, not at a screaming discount, and revenue has shrunk two years running. But an insider just put $450,000 of personal money on the table after the crash, cash flow quality remains solid relative to reported earnings, and the balance sheet just got de-risked with debt maturities pushed out years. This is a show-me story, not a slam dunk — I’d call it a speculative buy for patient investors betting management can stabilize growth and margins, not a stock to chase on the bounce. Do your own homework before wading in; this is analysis, not a directive.

Name: Peter R. Huntsman
Position: Chairman, President & CEO
Transaction Date: 08-03-2026 Shares Bought: 100,000 shares an average price paid of $9.81 for Cost: $981,000    

Company: Huntsman Corp. (HUN)

 Huntsman Corporation is a global maker of varied specialty and performance chemical products. The firm operates through its Polyurethanes, Performance Products, and Advanced Materials sectors, supplying chemicals and advanced materials utilized in industries such as construction, automotive, aerospace, electronics, packaging, energy, and consumer goods. Huntsman serves customers worldwide through an extensive distribution network while providing technical support and innovative solutions for a wide range of industrial applications. Its products are designed to improve performance, durability, and efficiency across multiple end markets. Huntsman Corporation was founded in 1970 and is headquartered in The Woodlands, Texas. 

Peter R. Huntsman has been the Chairman, President, and Chief Executive Officer of Huntsman Corporation since July 2000, when he succeeded the company’s founder as CEO. He joined Huntsman in 1987 and held various leadership positions within the company before becoming President in 1994 and then Chairman and CEO in 2000. Under his leadership, Huntsman has grown its worldwide specialty chemicals portfolio through strategic acquisitions and operational expansion. Huntsman has never joined the Board separately after becoming CEO, instead serving as Chairman and Director since 2000. He has a Bachelor of Science in Finance from The Wharton School at the University of Pennsylvania.

Insomniac Hedge Fund Guy Opinion: HUN is a broken-cycle chemicals story wrapped around a binary merger bet. The fundamentals alone — five years of shrinking revenue, ongoing GAAP losses, negative free cash flow — would normally get a hard pass from me. But the CEO just wrote a seven-figure personal check at current prices right as the Olin merger clears its final regulatory hurdle, and my DCF says the stock is roughly fairly valued to modestly cheap if the deal closes and the cycle turns. This is a speculative, event-driven trade, not a quality compounder — I’d call it a cautious buy only for those comfortable holding through the August 25 vote and treating it as a bet on merger completion, not on Huntsman’s standalone chemistry. If the deal falls apart, this stock has real room to fall back toward single digits.

Name: Marcus Lemonis
Position: Executive Chairman & CEO
Transaction Date: 08-05-2026 Shares Bought: 43,382 shares an average price paid of $4.67 for Cost: $202,594  

Company: Bed Bath & Beyond Inc. (BBBY)

Bed Bath & Beyond Inc. was an American specialty retailer that marketed a wide range of home goods such as bed linens, bath products, kitchenware, home décor, furniture, storage solutions, and seasonal items. The company operated under various retail brands, including Bed Bath & Beyond, and served clients in both physical shops and online. Known for its broad product assortment and well-known coupon programs, the company was a top destination for household goods for decades before declaring bankruptcy in 2023. Warren Eisenberg and Leonard Feinstein started Bed ‘n Bath in 1971, and the company changed its name to Bed Bath & Beyond in 1987.

Marcus Lemonis will join the Board of Directors of Bed Bath & Beyond Inc. in October 2023. He was designated Chairman of the Board in December 2023, Executive Chairman in February 2024, Principal Executive Officer in March 2025, and Chief Executive Officer beginning January 1, 2026. Lemonis has spearheaded the company’s operational turnaround, brand rebranding, and strategic growth activities since its restructuring. Prior to joining Bed Bath & Beyond, he helped Camping World become the country’s largest RV retailer and rose to national prominence as the host of CNBC’s The Profit. Lemonis attended Marquette University and studied Political Science.

Insomniac Hedge Fund Guy Opinion: BBBY is a story stock wearing a turnaround costume, and stories don’t pay the electric bill — cash flow does, and right now there isn’t any. Revenue growth is real but manufactured by acquisitions, losses are widening, dilution is constant, and management is asking investors to wait until 2027 for the payoff. Layer on a stock that’s already down from $12 to under $5 and sitting near 20% short interest, and you’ve got a name that can rip 20% in a week on a headline and give it all back on the next earnings miss. I’m not touching this as an investment — it’s a speculation, and only the kind you size like one. If the integration actually works and 2027 profitability shows up, there’s real upside baked into that analyst target north of $8. Until then, this is a hold-your-nose trade, not a buy-and-forget position.

Name: Daniel Anton de Boer
Position: Chief Executive Officer
Transaction Date: 07-31-2026 Shares Bought: 200,000 shares an average price paid of $1.77 for Cost: $353,960   

Company: ProQR Therapeutics N.V. (PRQR)

ProQR Therapeutics N.V., a clinical-stage biotechnology firm, specializes in the discovery and development of innovative therapeutic medications. The business uses its Axiomer RNA editing technology to provide an RNA editing platform for genetic illnesses that have unmet needs. AX-0810, the company’s primary pharmaceutical candidate, aims to treat cholestatic disorders by targeting na-taurocholate cotransporting polypeptide (NTCP). It has a research and partnership agreement with Eli Lilly & Company to find, develop, and commercialize potential novel treatments for genetic illnesses of the liver and nervous system. The company was established in 2012 and is headquartered in Leiden, Netherlands.

Daniel Anton de Boer co-founded ProQR Therapeutics N.V. in 2012 and has served as its CEO since its creation. He has also served on ProQR’s Board of Directors since 2012, guiding the company’s strategy and growth as a leader in RNA-based therapies. Under his guidance, the business has advanced several RNA editing and oligonucleotide treatment studies aimed at uncommon genetic illnesses. Prior to creating ProQR, de Boer had entrepreneurial and leadership positions in the biotechnology industry, motivated by a personal desire to research therapies for uncommon diseases. He studied Business Administration at Erasmus University Rotterdam and has completed executive education in biotechnology and entrepreneurship.

Insomniac Hedge Fund Guy Opinion: PRQR is a high-risk, high-optionality biotech lottery ticket, not a core holding. The Phase 1 data validate the science, Lilly’s continued backing is a legitimate quality signal, and a CEO buying shares with his own money is the kind of insider conviction I like to see. But there’s no revenue, real cash burn, and everything rides on clinical trials that could fail tomorrow. I’d call this a speculative buy for risk-tolerant investors only — size it like the binary bet it is, not like a core portfolio position, and don’t be shocked by 50%+ swings on any single data readout.

Name: Ivor Elrifi
Position: Chief Executive Officer
Transaction Date: 08-03-2026 Shares Bought: 667,000 shares an average price paid of $1.00 for Cost: $667,000 
Transaction Date: 08-04-2026 Shares Bought: 321,423 shares an average price paid of $0.99 for Cost: $318,909     

Company: Tiziana Life Sciences Ltd. (TLSA)

Tiziana Life Sciences Ltd, along with its subsidiaries, conducts research and development of neurodegenerative and neuroinflammatory illnesses in the United Kingdom and abroad. It is developing Foralumab TZLS-401, a human anti-CD3 monoclonal antibody in Phase II clinical trials for the treatment of non-active secondary progressive multiple sclerosis, Alzheimer’s disease, multisystem atrophy, and amyotrophic lateral sclerosis, as well as TZLS-501, a human anti-IL-6R monoclonal antibody for the treatment of autoimmune and inflammatory diseases. The company is headquartered in London, United Kingdom.

Ivor Elrifi has been the Chief Executive Officer and Executive Director of Tiziana since August 19, 2024, when he joined the firm and was also nominated to its Board of Directors. He has over 25 years of experience in biotechnology intellectual property, business development, and strategic transactions, having previously worked as Global Head of the Patent Group at Cooley and Global Head of Patents at Mintz Levin. Elrifi has worked with top pharmaceutical and biotechnology firms on licensing, mergers and acquisitions, and intellectual property strategy. He holds a B.S. and Ph.D. in Biology from Queen’s University, as well as a Juris Doctorate from Osgoode Hall Law School.

Insomniac Hedge Fund Guy Opinion: TLSA at ~$1.00 is not a stock, it’s a coin flip with a data catalyst attached. The Perfect10 composite comes in at +2.6 on a -10 to +10 scale — a modestly constructive lean, driven by bullish insider buying and analyst sentiment, dragged down by genuinely bearish cash flow. I like that management is putting real money behind the stock ahead of the readout — that’s the kind of signal that’s hard to fake. But make no mistake: if the Phase 2a na-SPMS data disappoints late this year, this trades toward cash-value, and cash-value here is not pretty given the burn rate.

This is a speculative, binary-event trade, not a core holding. If someone wants exposure, size it like the lottery ticket it is and be mentally prepared for the data to go either way — the volatility around that readout is where the real money (or real pain) gets made, not in the meantime. Do your own diligence here; this isn’t a recommendation, just my read on the numbers.

Given the setup, I’d flag that this is exactly the kind of name suited to an earnings/catalyst volatility strategy — a defined-risk options play around the data date rather than holding common stock through the binary outcome. Happy to walk through that if there’s interest.