Insider Buying Week 05-22-26 Market is Resilient
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Insider Buying Week 05-15-26
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Insider Buying Week 05-08-26
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Insider Buying Week 05-01-26
Last week, I experienced two insightful realizations. While these seem obvious in retrospect, predicting their occurrence is the trick. Not impossible but reminiscent of the saying, “What’s the difference between being early and being wrong? The Answer- None.” Commodity inflation is likely to increase, as demonstrated by the closure of the Strait of Hormuz and the resulting stranded hydrocarbons. The elevated input costs will likely permeate the broader economy, increasing input, transportation, and precursor costs, among others. Commodity inflation is likely to increase. Jeffrey Gundlach of Double Line Capital, in my opinion a knowledgeable individual, has stated his belief that … Read more
Insider Buying Week 04-24-26
Management, led by CEO Terry Duffy, is pragmatic and capital allocation-focused—returning massive cash via dividends while steadily expanding into new areas like crypto derivatives and prediction markets. Name: Kenneth BockhorstPosition: Chairman, President & CEOTransaction Date: 04-21-2026 Shares Bought: 2,200 shares an average price paid of $117.53 for a cost of $258,573 Company: Badger Meter Inc. (BMI) Badger Meter, Inc. manufactures and offers flow measurement, quality control, and communication solutions around the world. The company provides utility water smart metering solutions, software technology, and services to the municipal water utility industry. It also supplies flow instrumentation products, such as meters, valves, … Read more
Insider Buying Week 04-17-26
Management, led by CEO Terry Duffy, is pragmatic and capital allocation-focused—returning massive cash via dividends while steadily expanding into new areas like crypto derivatives and prediction markets. Name: William R. ShepardPosition: DirectorTransaction Date: 03-26-2026 Shares Bought: 1,470 shares an average price paid of $297.38 for a cost of $437,101 Company: CME Group Inc. (CME) CME Group Inc., through its subsidiaries, operates contract markets for the trading of futures and options on futures contracts worldwide. It provides futures and options products based on interest rates, equity indices, and foreign exchange, as well as agricultural, energy, and metals commodities, fixed income, and … Read more
Why I am All IN on the Berkshire Hathaway Trade
With legendary Warren Buffett stepping down, investors are despondent, reflected in BRK B’s flat performance over the last two weeks despite the overall market’s sharp 12% rise. THIS IS ABOUT TO CHANGE. I rely on proprietary technical indicators, but the most reliable is RSI relative strength divergence,which I explain in my book, The Investment Survival Guide, and on my blog, insomniachedge.com/blog. I bought Berkshire yesterday for both the hedge fund I manage and my personal account. Last night, I discovered it flashed a bullish RSI divergence signal—by far the most important and reliable chart pattern. Pro tip: Comparing Berkshire’s recent … Read more
Headline Risk? Sure Why Not? Insider Buying Week 04-13-26
The light of day is coming up on this self imposed quarterly earnings blackout. 1st Quarter Earnings begins in earnest, next week. We will see then if stock are cheap enough for any insiders to jump in. Name: Celeste Beeks MastinPosition: President and CEOTransaction Date: 04-07-2026 Shares Bought: 5,170 shares an average price paid of $57.08 for a cost of $295,104 Company: Fuller H B Co. (FUL) H.B. Fuller Company, through its subsidiaries, develops, manufactures, and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives, and other specialized chemical products. It operates in three segments: hygiene, health, and consumable adhesives; engineering … Read more
Do Insiders have an Edge in the War? Blackout Period in the Fog of War.
The self imposed quarterly earnings blackout could have not happened at a worse time. When market participants most want answers, insiders are restricted from trading in their own stocks generally 30 days before the Quarter end until they publish these results. When Macro trumps everything, like it does now with the current War with Iran, does insider buying have relevance? The answer to this will only be apparent in time. My hunch is that insiders know as much about macro as anyone else- which is to say NOT much. They may have no edge during this time. But they do … Read more
Insider Buying Week 03-27-26
When Macro trumps everything, does insider buying have relevance. The answer to this will only be apparent in time. My hunch is that insiders know as much about macro as anyone else. Name: Charles V. BerghPosition: DirectorTransaction Date: 03-20-2026 Shares Bought: 6,090 shares an average price paid of $164.20 for a cost of $999,978 Company: Lululemon Athletica Inc. (LULU) Lululemon Athletica Inc., along with its subsidiaries, designs, distributes, and sells technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and other countries. It … Read more
Insider Buying Week 03-20-26 When Macro Trumps Everything
When Macro trumps everything, does insider buying have relevance. The answer to this will only be apparent in time. My hunch is that insiders know as much about macro as anyone else. Name: Manuel J. Perez De La MesaPosition: DirectorTransaction Date: 03-13-2026 Shares Bought: 5,000 shares an average price paid of $205.00 for a cost of $1,025,000 Company: Pool Corp. (POOL) Pool Corporation provides swimming pool supplies, equipment, related recreational, irrigation, and landscape care items in the United States as well as around the world. The company provides maintenance products such as chemicals, supplies, and pool accessories; repair and replacement … Read more
Insider Buying Week 03-13-26 Sitting on our Hands
When the CEO-to-Seller ratio hits a 20-month high, the message is clear: Preservation is currently more important than participation. We are seeing “distribution” from institutional players to retail, and until the inflation data cools or we see a broader base of insider buying across sectors like financials and industrials, we are content to watch from the fence. The outliers are always worth a look, but for the most part, the best trade this week was no trade at all. Name: Richard H. Fearon Position: Director Transaction Date: 03-06-2026 Shares Bought: 1,000 shares an Average Price Paid of $306.34 for Cost: $306,340 … Read more
Insider Step up their Buying when the Bullets are Flying Average Return 7.14%
Insiders step up their buying when the bullets are flying. Name: Mortimer J. Buckley Position: Director Transaction Date: 03-03-2026 Shares Bought: 2,230 shares an Average Price Paid of $224.20 for Cost: $499,966 Company: Boeing Co. (BA) The Boeing Company is a leading aerospace and defense company that designs, manufactures, and services commercial airplanes, military aircraft, satellites, and space systems. Commercial Airplanes, Defense, Space & Security, and Global Services are the company’s segments, which provide goods and services to airlines, governments, and defense customers around the world. Boeing is well-known for its aircraft series, which include the 737, 777, and 787, … Read more
Insider Buying Week 02-27-26 WAR Street Bargains Average Insider Return 5.7%
War adds a new calculus. Predictable trends crumble in the face of the unpredictable nature of war. I can’t imagine it leading to anything significant enough to disrupt the market. If this war is over in days or a few weeks, expect a rally. If it lingers on for months, then this is a different game board. Gold Up, Oil up, Dollar stable or up, defense stocks strong. Insiders don’t play these kind of macro events as their crystal ball is no better than anyone else. We focus on reading the tea leaves left by these insiders. Average weekly return … Read more
Insider Buying Week 02-20-26 Average Return 1.75% The Waiting Game Bytes to Kilowatts
So far the year is shaping up completely predictable. Last year’s winners or this year’s laggards. The AI trade has moved from the Capex spenders to the Capex beneficiaries. Let’s call it bytes to kilowatts. Notable insiders, not just any insiders but the ones that we identify as notable purchases moderately outperformed popular indices last week. There is a lot of pain but it’s masked by the notable outperformance of the S&P 500 minus the MAG 7. RSP over S&P. Name: Robert G. Ashe Position: Director Transaction Date: 02-18-2026 Shares Bought: 3,681 shares an Average Price Paid of $543.21 for … Read more
Insider Buying Week 02-13-26 Average Return 6.79%
Notable insiders, not just any insiders but the ones that we identify as notable purchases continue to outperform the indices. The Nasdaq composite was down 2.10% while the S&P was down 1.39% and the RSP was up 0.33%. My gut feel is there is a pattern underway. The hyperscalers building out the AI infrastructure are getting penalized, SAS Armageddon continues unabetted, and mainstream slow growth industrial and consumer stalwarts are beginning to benefit from their AI efficiency gains. Name: Timothy R. Barakett Position: Director Transaction Date: 02-09-2026 Shares Bought: 50,000 shares an average price paid of $104.93 for Cost: $5,246,500 … Read more
Insider Buying Week 02-06-26 Last Week Average Insider Gain 9.6%
The Nasdaq composite was down 1.84% while the RSP was up 2.11% That pretty much said it all. There was rotation all right and painful if you weren’t on the right side of it. Most of these insiders were. The average return last week of the stocks we highlight was 7.89%. I think you’d be happy with that in your portfolio. Name: William C. Boor Position: President & CEO Transaction Date: 02-04-2026 Shares Bought: 1,000 shares an Average Price Paid of $495.00 for Cost: $495,000 Name: David A. Greenblatt Position: Director Transaction Date: 02-03-2026 Shares Bought: 500 shares an Average … Read more
Insider Buying Week 01-30-26
Name: David N. Farr Position: Director Transaction Date: 01-30-2026 Shares Bought: 1000 shares an average price paid of $304.00 for a cost of $304,000 Company: International Business Machines Corp. (IBM) International Business Machines Corporation and its subsidiaries provide integrated solutions and services throughout the Americas, Europe, the Middle East, Africa, and Asia Pacific. It operates in four segments: software, consulting, infrastructure, and finance. The software segment provides hybrid cloud and AI solutions that enable clients to achieve digital and AI transformations across their apps, data, and environments. Its consulting division integrates talents for strategy, experience, technology, and operations across domains … Read more
Insider Buying Week 01-23-26
Name: Teyin M. Liu Position: Director Transaction Date: 01-13-2026 Shares Bought: 23,200 shares an average price paid of $337.14 for a cost of $7,821,723 Company: Micron Technology Inc. (MU) Micron Technology Inc. is a global provider of memory and storage solutions that operates in the United States, Asia, and other foreign markets. The corporation is divided into four segments: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded Business Units. Micron provides a diverse portfolio of memory products, including DRAM components and modules, LPDDR, graphics and high-bandwidth memory, CXL-based solutions, and breakthrough NAND and DRAM technologies. Its … Read more
Insider Buying Week 01-16-26
The change is coming. The current low VIX is just the quiet before the cannon fire. Be ready to trade the chaos, not be consumed by it. You can be an insider, too– by clicking here Name: Teyin M. Liu Position: Director Transaction Date: 01-13-2026 Shares Bought: 23,200 shares an average price paid of $337.14 for a cost of $7,821,723 Company: Micron Technology Inc. (MU) Micron Technology Inc. is a global provider of memory and storage solutions that operates in the United States, Asia, and other foreign markets. The corporation is divided into four segments: Cloud Memory, Core Data Center, … Read more
Insider Buying Week 01-09-26
Whatever I write up here stands the chance of being obsolete by the weekend with Limelightin lovin Trump. But when the headlines die down and you drift back to the business logic, it’s insiders that carry the water more often than not. So when the hell and furry settle, you’ll ask yourself what did Trump say that was full of sound and fury, signifying nothing, ? Go back and look at the insider trades Name: David M. Boitano Position: EVP & CIO Transaction Date: 12-31-2025 Shares Bought: 10,000 shares an Average Price Paid of $34.44 for Cost: $344,400 Company: LTC … Read more
Insider Buying Week 01-02-26
Whatever I write up here stands the chance of being obsolete by the weekend with Limelightin lovin Trump. But when the headlines die down and you drift back to the business logic, it’s insiders that carry the water more often than not. So when the hell and furry settle, you’ll ask yourself what did Trump say that was full of sound and fury, signifying nothing, ? Go back and look at the insider trades Name: John Rakolta Jr. Position: Director Transaction Date: 12-24-2025 Shares Bought: 15,000 shares an Average Price Paid of $72.18 for Cost: $1,082,700 Company: Agree Realty Corp. … Read more
Insider Buying Week 12-26-25
Name: Harry L. You Position: Director Transaction Date: 12-18-2025 Shares Bought: 1,000 shares an Average Price Paid of $325.13 for Cost: $325,129 Company: Broadcom Inc. (AVGO) Broadcom Inc. is a global designer, developer, and supplier of semiconductor devices and infrastructure software. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company’s semiconductor portfolio comprises networking connectivity solutions, custom silicon, Ethernet switching and routing, wireless connectivity, servers and storage components, broadband access products, and industrial solutions. The infrastructure software section offers private cloud platforms, including VMware Cloud Foundation, as well as application networking and security, data services, and … Read more
Insider Buying Week 12-19-25 Waiting on Godot? the Santa Claus Rally?
The AI trade is on, it’s off. I feel like I’m leaving in two realities. One where the plane is flying along and as soon as the AI Capex cycle hits a speed bump, the plane lurches into stall speed. The other one, completely divorced from the Capex cycle is entirely dependent on stock market levitation and the wealth effect. It’s interest rates not AI. Of course there is a wealth gap chasm in between- and most of us live there. The change is coming. The current low VIX is just the quiet before the cannon fire. Be ready to … Read more
Insider Buying Week 12-12-25 The Rotation Game- How Long will the Contra Trend be the Trend?
There’s a developing theme from last week’s trading action. It’s not that AI isn’t the real deal, but rather the real beneficiaries are the hundreds if not thousands of companies that can deploy it to solve fundamental business challenges like just-in-time inventory, freight management, help desk support, assembly line automation, legal, and yes, hedge funds banking cash. It’s the almost endless ways AI can improve productivity. The broadening out of the market was apparent as the companies most credited with the AI productivity boom were the losers, not the winners. A vivid example on Friday was Apple up, Google down. … Read more
Insider Buying Week 12-05-25 Is the Current Low VIX the Quiet before the Cannon Fire?
The market sustained its upward trend, advancing by 0.44%. The Nasdaq Composite demonstrated stronger performance, rising by 0.91%. The previous volatility spike in November appears distant, as the VIX has reached historic lows. While portfolio insurance may seem cost-effective in this environment, it is important to consider the current context. Insurance never looks cheap when you need it and when it is cheap, you rarely need it. Thus the goldilocks moment we are in. Insider purchases, which often serve as confidence indicators, are unavailable during the blackout period, which occurs at the end of each quarter before required filings are … Read more
Insider Buying Week 11-28-25
Name: Lawrence Simkins Position: Director Transaction Date: 11-24-2025 Shares Bought: 1,000 shares an Average Price Paid of $231.06 for Cost: $231,063 Company: Lowes Companies Inc. (LOW) Lowe’s Companies, Inc. is a Fortune 50 corporation and the world’s second-largest home improvement retailer. As of January 31, 2025, the firm operated 1,748 home improvement stores and outlets in the United States, accounting for over 195 million square feet of retail selling area. Lowe’s was founded in 1921 in North Wilkesboro, North Carolina, and incorporated in 1952. It has been publicly traded on the New York Stock Exchange since 1961 under the … Read more
Insider Buying Week 11-21-25 AI Bubble Bursting or Buying Opportunity
Volatility isn’t just knocking—it kicked the door down. It had been building gradually, fueled by a series of confidence-shaking events: government shutdown fears, air travel restrictions, Fed dot-plot uncertainty, and persistent warnings of an AI bubble. Last week, that pressure finally exploded like a Yellowstone geyser. The market boogeyman came out of the closet, bringing a 1,000-point Dow reversal that spiked the VIX. While pundits offer endless explanations, this sell-off looks like a classic delayed reaction to Nvidia’s earnings. The rout was most intense in AI and Crypto—with Bitcoin shedding 12.9% and the Nasdaq down 2.7%. Meanwhile, the broader market … Read more
Insider Buying Week 11-14-25 the Busiest Week of the Year
This was the busiest week we’ve seen this year for insider buying. You hear a lot about what a great year the market is having but the buyers of these stocks would vehemently disagree. There are 61 buys we are monitoring and 55 of them are in negative territory for the year. Insiders are the consummate value buyer, preferring to invest in their own company’s stock when it is on sale. Sometimes that might be taking a bullet for the team or trying to paint the tape. But when they buy in size with their own money, it’s likely they … Read more
Insider Buying Week 11-07-25 the Printing Press seems more like a Weighing Machine
Last week was a bit rough. The S&P 500 lost 1.63% and the Nasdaq tumbled 2.94%. It felt a bit like the magic was over. Warren Buffett said the stock market was a weighing machine but in recent months it seemed more like a printing press. That changed last week. It’s hardly a surprise, though. The equal weighted index has been underperforming since August. The average stock chart looks like crap. Is it a breather or something more malign? Insiders are the classic dip buyer. Will they bite now that the earnings season blackout is lifting? Name: Sameh Fahmy Position: … Read more