Insider Buying Week 09-04-26

The goal is to find one high conviction buy a week and you will have made yourself a great return in a mostly diversified portfolio. That’s of course if you want diversification. Or could you load up, leverage up on one insanely high conviction name and try to hit it out of the ball park.

Name: Rajat Taneja
Position: Director
Trasaction Date: 09-02-2026 Shares Bought: 1,786 shares an average price paid of $560.00 for Cost: $1,000,160

Company: MSCI Inc. (MSCI)

MSCI Inc. delivers research-based data, analytics, indexes, and technological solutions to help investors make informed decisions around the world. Its Index business creates benchmarks for ETFs, mutual funds, derivatives, performance assessment, portfolio design, and asset allocation, in addition to licensing GICS classifications. The Analytics segment provides risk management, portfolio analysis, performance attribution, and solutions for managing market, credit, liquidity, counterparty, and climate risk. The Sustainability and Climate section offers ESG data, ratings, research, and regulatory solutions. MSCI also provides private-market data, benchmarks, analytics, and tools to help investors make decisions in private credit, real estate, infrastructure, and private capital. The organization works with institutional investors, asset managers, and other financial professionals all across the globe. MSCI Inc., founded in 1998, is headquartered in New York, New York.

Rajat Taneja has served as an independent Director of MSCI Inc. since June 2021, when he was appointed to the Board. He has not held an executive role at MSCI but brings more than 30 years of global technology leadership experience to the company. Taneja has served as President of Technology at Visa Inc. since September 2019, after joining Visa in November 2013, and previously held senior technology leadership positions at Electronic Arts and Microsoft. At MSCI, he currently serves as Chair of the Technology and Data Committee and as a member of the Audit and Risk Committee. He holds a Bachelor of Engineering from Jadavpur University and an MBA from Washington State University.

Insomniac Hedge Fund Guy Opinion: This is a buy on the dip, not a stock to run from. The 10% pullback is a reaction to expense-guidance noise, not a crack in the moat — retention is still running 93%+, margins are still best-in-class, and a director just backed up the truck with a $1 million open-market purchase days ago. Short sellers clearly agree with me: 1.53% of float short and 1.6 days to cover is about as close to “nobody’s betting against this” as you’ll see. My rough DCF says you’re paying close to fair value today, with Wall Street’s $692 target baking in more optimism than I’d underwrite — so this isn’t a screaming steal, but it’s a quality compounder on sale, not a broken business.

Name: Lester B. Knight
Position: Director
Transaction Date: 09-02-2026 Shares Bought: 20,000 shares an average price paid of $327.48 for Cost: $6,549,688

Company: Aon plc. (AON)

Aon plc provides professional services in the United States, the rest of the Americas, the United Kingdom, Ireland, the rest of Europe, the Middle East, Africa, and Asia Pacific. It operates in two segments: risk capital and human capital. The company provides commercial risk solutions such as retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs; health solutions such as consulting and brokerage, consumer benefits, and talent advisory services; and wealth solutions, which include retirement consulting and investments. It also offers treaty and facultative reinsurance, strategy and technology group solutions, insurance-linked securities, capital raising, strategic consulting, restructuring, and corporate finance advising services. Aon plc was established in 1979 and is based in Dublin, Ireland.

Lester B. Knight has served as a Director of Aon plc since 1999 and has served as Chairman of the Board since August 2008. He is a Founding Partner of RoundTable Healthcare Partners and the former Vice Chairman and Director of Cardinal Health, Inc. Earlier in his career, he served as Chairman and Chief Executive Officer of Allegiance Corporation and held several senior leadership positions at Baxter International, including Executive Vice President and Director. Knight brings decades of experience in healthcare, corporate governance, and investment management to Aon’s Board. He holds a Bachelor of Science in Industrial Engineering and a Master of Business Administration from Cornell University.

Insomniac Hedge Fund Guy Opinion: Aon is a high-quality, boring-in-a-good-way compounder that the market has temporarily knocked down over USI $17 Billion that they pay KKR in deal-execution jitters — and a director just backed up the truck with $6.4 million of his own money at prices barely above where the stock sits today. The valuation isn’t cheap (that PEG ratio is a legitimate yellow flag), and the USI integration is a real multi-year risk, not a footnote. But with the DCF pointing toward $340-375 and analysts clustered around $371-399, the current $327 print looks like a reasonable entry for patient investors willing to stomach integration noise. Call it a cautious buy on the dip — not a screaming bargain, but a quality operator trading at a discount to its own execution history.

Name: Kenneth S. Courtis
Position: Director
Transaction Date: 08-28-2026 Shares Bought: 5,000 shares an average price paid of $228.99 for Cost: $1,144,927

Company: Alpha Metallurgical Resources Inc. (AMR)

Alpha Metallurgical Resources, Inc. is a mining firm that produces, processes, and sells met and thermal coal in Virginia and West Virginia. The company offers metallurgical coal products. It runs nineteen operating mines and eight active coal processing and loading facilities. The company was formerly known as Contura Energy, Inc. before changing its name to Alpha Metallurgical Resources, Inc. in April 2017. Alpha Metallurgical Resources, Inc. was established in 2016 and is based in Bristol, Tennessee.

Kenneth S. Courtis has been serving as director of Alpha Metallurgical Resources Inc. since February 2021. He has also been chairman of Starfort Investment Holdings since 2009. Mr. Courtis has more than 30 years of experience in corporate finance, investments, and nearly every facet of the commodity sector. Throughout his career, he has served on the boards or advisory councils of several significant worldwide corporations. Mr. Courtis holds an undergraduate degree from Glendon College in Toronto and a master’s degree in international relations from Sussex University in the UK. He holds a master’s degree in business administration from the European Institute of Business Administration as well as a doctorate with highest distinction from Sciences Po in Paris.

Insomniac Hedge Fund Guy Opinion: AMR is a falling-revenue commodity miner trading at a premium multiple, propped up by an aggressive buyback and a genuinely striking wave of insider buying that says company insiders think the market’s mispricing the current weakness. The DCF says the stock is running well ahead of its cash-flow fundamentals; the insider tape says don’t be so sure. I’d call this a speculative hold, not a fresh buy at $233 — the setup (tight float, high short interest, real insider conviction) makes it a name to watch closely for a squeeze or a re-rating, but I’m not chasing a commodity producer at a 19x EBITDA multiple while guidance keeps getting trimmed. Let the insiders finish buying and let met coal pricing show its hand before paying up here.

Name: Craig Arnold
Position: Director
Transaction Date: 09-01-2026 Shares Bought: 6,400 shares an average price paid of $156.00 for Cost: $998,400

Company: Honeywell Aerospace Inc. (HONA)

Honeywell Aerospace Inc. manufactures and supplies aircraft components, avionics, engines, and systems to the airframe manufacturing, commercial airline, military and defense, business aviation, and space markets, as well as other aerospace industries. The company sells actuation equipment, air and thermal management products, auxiliary power units, cabin management and entertainment systems, weather radars, and wheels and brake systems. The company’s platform consists of business jets, airline/cargo planes, helicopters, defense, space, general aviation, and automotive platforms. It supplies goods and services to military fixed and rotary wing operators in South America, Latin America, Africa, and the Middle East. The corporation was founded in 1914 and is headquartered in Phoenix, Arizona. Honeywell Aerospace Inc. is a former subsidiary of Honeywell International Inc.

Craig Arnold has served as a Director and Independent Chairman of the Board of Honeywell Aerospace Inc. since the company completed its spin-off on June 29, 2026. Prior to joining Honeywell Aerospace, he became a member of Honeywell International’s Board of Directors in November 2025 to help oversee the separation process. Arnold is the former Chairman and Chief Executive Officer of Eaton Corporation, where he spent more than two decades in senior leadership roles, building extensive experience in industrial manufacturing, aerospace, and corporate governance. He also serves on the boards of Medtronic, KKR, and Procter & Gamble. He earned a bachelor’s degree from California State University, San Bernardino, and an MBA from Pepperdine University.

Insomniac Hedge Fund Guy Opinion: HONA is a value case wrapped in spin-off chaos. The stock has been cut nearly in half since separation, the DOJ settlement added insult to injury, but the fundamentals underneath — a $19 billion backlog, cash flow running well ahead of reported earnings, a PEG ratio under 1, and a director putting a million dollars of his own money on the table — tell a different story than the price action. My own back-of-envelope DCF and the Street’s targets both point meaningfully higher than today’s $155. This isn’t a short-seller pile-on either, at under 2% of float shorted. I’d call this a buy for patient investors willing to stomach standalone-company teething problems and sector headwinds, not a name for anyone needing a quick bounce. Do your own diligence before acting — this is analysis, not a personalized recommendation.

Name: Travis Dalton
Position: President, CEO & Executive Chair
Transaction Date: 08-27-2026 Shares Bought: 6,450 shares an average price paid of $38.71 for Cost: $249,664

Company: Claritev Corp (CTEV)

Claritev Corporation and its subsidiaries offer data analytics and technology-enabled end-to-end cost control, payment, and revenue integrity solutions to the healthcare business in the United States. The company provides claims intelligence solutions, such as reference-based pricing, negotiation services, surprise bill services, and Vistara; network solutions; and payment and revenue integrity solutions, which include clinical negotiation, prepayment integrity, post-payment integrity, and revenue integrity services. The company offers solutions to commercial healthcare payers, third-party administrators, employers, brokers/consultants, providers, government healthcare payers, and system integrators. The corporation was previously known as MultiPlan Corporation before changing its name to Claritev Corporation in February 2025. Claritev Corporation was created in 1980 and has its headquarters in McLean, Virginia.

Travis Dalton has been President and Chief Executive Officer of Claritev Corp. since March 1, 2024, when he joined the firm to oversee its plan for healthcare affordability, transparency, and technology-driven innovation. He joined the Board of Directors in March 2024 and was named Executive Chair in December 2024, with responsibilities for both executive leadership and board oversight. Before joining Claritev, Dalton held senior leadership positions at Oracle Health and Cerner Corporation, where he gained over two decades of healthcare technology and services experience. He holds a Master of Public Administration from The Ohio State University and a bachelor’s degree from Wright State University.

Insomniac Hedge Fund Guy Opinion: Claritev is a turnaround story that’s actually turning — five straight quarters of growth, a beat-and-raise quarter, and improving cash flow are real, not manufactured. But this is not a “load up the truck” situation. The customer concentration risk is structural, the balance sheet is leveraged, and GAAP profitability is still nowhere in sight. At $39 and change against a DCF band of roughly $35-$48 and a Street target near $46, this trades as a modestly-undervalued, high-risk healthcare turnaround — not a screaming bargain and not a dog either. Call it a speculative hold for those already in, and a nibble — not a full position — for anyone getting in fresh. Do your own homework before sizing anything here; this is analysis, not a recommendation.

Name: Oliver Engert
Position: Chief Administrative Officer
Transaction Date: 09-02-2026 Shares Bought: 7,598 shares an average price paid of $19.74 for Cost: $149,971  

Name: Damien McDonald
Position: Chief Executive Officer
Trasaction Date: 09-04-2026 Shares Bought: 13,035 shares an average price paid of $19.15 for Cost: $249,620 

Company: Enovis CORP (ENOV)

Enovis Corporation is a multinational medical technology firm dedicated to creating clinically distinct technologies that improve patient mobility and results. It operates in two segments: prevention and recovery, and reconstructive. Its Prevention and Recovery portfolio comprises orthopedic braces, hot and cold treatment, bone growth stimulators, vascular therapy systems, compression garments, pain management devices, and physical therapy items for musculoskeletal problems. The Reconstructive section offers implants, surgical equipment, and enabling technologies for joint replacement, limb reconstruction, and foot and ankle treatments. Its products benefit healthcare professionals in orthopedic surgery, rehabilitation, pain management, and physical therapy. Enovis sells its products through direct sales, independent distributors, and other channels that serve healthcare providers and patients worldwide. Enovis Corporation was founded in 1995 and has its headquarters in Wilmington, Delaware.

Oliver Engert joined Enovis Corp. on January 5, 2026, as Chief Administrative Officer, the company’s newly established executive leadership position. He took over as CAO on the same day and is in charge of guiding Enovis’ long-term strategy, promoting organizational efficiency, and improving operational excellence to enable profitable growth. Engert formerly worked at McKinsey & Company for almost 30 years, where he was a Senior Partner Emeritus and advised CEOs and boards of top global medical technology firms on strategy, mergers and acquisitions, and business transformation. He holds a bachelor’s degree in Economics from the University of Pennsylvania’s Wharton School, as well as an MBA from Dartmouth College’s Amos Tuck School of Business.

Damien McDonald joined Enovis Corp. as CEO on May 12, 2025, bringing over 35 years of leadership experience in the worldwide medical technology business. He was elected to the Board of Directors on May 21, 2025, following the company’s 2025 Annual Meeting, and he began serving as CEO and Director. He has bachelor’s degrees in pharmacy and economics from the University of Queensland, a master’s degree in international economics from the University of Wales in Cardiff, and an MBA from the IMD Business School in Lausanne, Switzerland.

Insomniac Hedge Fund Guy Opinion: Enovis is a broken stock with an interesting story underneath it. The market has beaten this thing down to 52-week lows and stacked a hefty 15.56% short interest against it — that’s not irrational, given the margin gap versus Stryker and Zimmer Biomet and a GAAP income statement that still looks ugly. But the CEO just bought a quarter-million dollars of stock into that carnage, cash flow remains positive, guidance was reaffirmed, and the Street’s $38 target implies the bears might be fighting the last war. This is a speculative, high-conviction turnaround bet, not a sleep-well-at-night holding — I’d call it a buy for risk-tolerant investors willing to stomach volatility, not a stock for anyone who needs their portfolio boring. Do your own homework before following management’s lead here.

Name: Jabbok Schlacks
Position: Founder & CEO
Trasaction Date: 09-01-2026 Shares Bought: 25,000 shares an average price paid of $17.29 for Cost: $432,350  

Company: EquipmentShare.com Inc. (EQPT)

EquipmentShare.com Inc. offers comprehensive construction solutions that include equipment leasing, sales, and technology. The company provides aerial work platforms, power tools, trucks, trailers, attachments, earthmoving machinery, forklifts, concrete and masonry equipment, lighting, power solutions, and storage goods. It also offers welding and fabrication equipment, safety and communication devices, spare parts, and related services. It provides equipment maintenance and repair, event and site management, and equipment support. EquipmentShare supports construction enterprises across the United States through a dealer network and an online platform, enabling customers to access equipment and technology via an integrated service model. EquipmentShare.com Inc., founded in 2014, has its headquarters in Columbia, Missouri.

Jabbok Schlacks is the founder and CEO of EquipmentShare.com Inc., which he co-founded in January 2015. He has been Chief Executive Officer since the company’s creation in 2015, as well as a member of the Board of Directors since 2015, where he now chairs the Nominating and Corporate Governance Committee. Schlacks worked in the construction industry for almost 25 years and co-founded several firms in construction, real estate, and technology before founding EquipmentShare. He also serves on The Wall Street Journal’s CEO Council.

Insomniac Hedge Fund Guy Opinion: EQPT is a legitimately fast-growing rental business wrapped in a software story that hasn’t fully proven itself yet, trading at a valuation that already assumes a lot goes right. The Perfect10 composite score comes in at +2.2 out of a possible +10 — a “Constructive” but hardly resounding read, dragged down by bearish sector positioning and mildly bearish chart momentum, offset by bullish insider buying, cash flow quality, and catalysts. The CEO buying shares into a beaten-down price is the kind of signal worth respecting, and the DCF says you’re not egregiously overpaying at ~$19.55. But the unresolved class-action lawsuit, the “OWN Program” opacity, and the total absence of a clean recurring-revenue disclosure mean this is a speculative, watch-list buy, not a conviction position — small size if you’re in, and know the short-seller thesis before you do. This is analysis for educational purposes, not a recommendation — do your own homework before putting money on it.

Name: James J. Barber
Position: President & CEO
Transaction Date: 09-02-2026 Shares Bought: 84,500 shares an average price paid of $12.37 for Cost: $1,045,383

Company: Vestis Corp (VSTS)

Vestis Corporation offers uniform rentals and workplace supplies in the United States and Canada. Its products include uniform options such as shirts, pants, outerwear, gowns, scrubs, high visibility garments, particulate-free garments, and flame-resistant garments, as well as shoes and accessories; and workplace supplies such as managed restroom supply services, first-aid supplies and safety products, floor mats, towels, and linens. The company services the following industries: manufacturing, hospitality, retail, food processing, food service, pharmaceuticals, healthcare, automotive, and cleanrooms. Vestis Corporation was founded in 1936 and is based in Roswell, Georgia.

James J. Barber has served as President and Chief Executive Officer of Vestis Corp. since June 2, 2025, when he also joined the company and was appointed to its Board of Directors. He brings more than 35 years of leadership experience from UPS, where he most recently served as Chief Operating Officer after holding several senior global leadership roles, including President of UPS International and President of UPS Europe. Barber also previously served on the boards of C.H. Robinson, US Foods, UNICEF USA, and the Folks Center for International Business. He earned a bachelor’s degree in Business Administration from Auburn University.

Insomniac Hedge Fund Guy Opinion: Vestis is a fixer-upper trading like it’s already fixed. The Perfect10 composite came in at +1.0 on the -10 to +10 scale — a mixed, essentially neutral read — and that’s generous given the margin gap to Cintas and the debt load. The CEO buying over $1 million in stock right after a beat-and-raise quarter is the most bullish single data point here, and it’s not nothing. But my discounted cash flow math puts fair value closer to $7-9 a share against a $12.54 tape — the market’s paying up for a turnaround story that’s still mid-execution, with revenue still shrinking and leverage still elevated. I’d call this a watch-list name, not a buy at current levels: let the next couple of quarters prove the margin expansion is durable before chasing it. This is not financial advice — do your own homework before putting money behind this one.

Name: Eric Sachetta
Position: Director
Transaction Date: 08-28-2026 Shares Bought: 64,841 shares an average price paid of $3.48 for Cost: $225,616

Company: Sensus Healthcare Inc. (SRTS)

Sensus Healthcare, Inc. is a medical device firm that specializes in radiation treatment and healthcare solutions for dermatologists and oncologists worldwide. Its portfolio focuses on superficial radiation therapy, a low-energy X-ray method that is used as an alternative to surgery to treat non-melanoma skin malignancies such as basal and squamous cell carcinomas, as well as keloids. The SRT-100 and SRT-100 Vision systems enable enhanced treatment planning, imaging, tumor analysis, and dosimetry. The company also provides service programs, transdermal infusion technologies, radiation safety goods, and laser devices for a variety of dermatological and esthetic purposes. Sensus typically works with dermatologists and radiation oncologists in private offices and hospitals. Sensus Healthcare, Inc., founded in 2010, is headquartered in Boca Raton, Florida.

Eric Sachetta has been an independent Director of Sensus Healthcare Inc. since November 10, 2025, when he was appointed to the company’s Board of Directors to cover a vacancy and assigned to the Audit Committee. He joined the board on the same day and has substantial experience in asset management, financial planning, and organizational leadership. Sachetta is presently the Chief asset Services Officer at Sachetta, LLC, where he oversees the firm’s consulting strategy and asset management operations. He has a Bachelor of Science in Corporate Finance and Accounting from Bentley University.

Insomniac Hedge Fund Guy Opinion: SRTS is a speculative, cash-burning micro-cap riding on a real reimbursement catalyst that hasn’t yet shown up cleanly in the numbers. The CMS reimbursement tailwind and clean balance sheet are legitimate reasons for optimism, and the Street’s Strong Buy consensus with a $5.38 target reflects that hope. But five years of flat-to-erratic revenue, ongoing losses, and heavy reliance on lumpy customer orders make this a “prove it” story, not a “buy it and forget it” one. My DCF lands closer to $3.50–$4.50 than the Street’s $5.38 — I’d call this a speculative hold-to-small-nibble for investors comfortable with volatility, not a conviction buy until Q3 shows the deferred units actually converted to cash. This is educational market commentary, not investment advice — do your own diligence before putting money on a stock this thinly traded.