On August 25, 2026, we detected 4 new cluster buys including a $25.7M purchase in $BABA by 2 insiders, and 5 notable insider purchases. CASCADE INVESTMENT, L.L.C. (10% Owner) bought $40.0M of $RSG. 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 — August 25, 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 Aug 24, 2026 – Aug 25, 2026 | |
👥 Participant Details
Wu Yongming Director | 350,000 shares $4,984,000 @ $14.24/share 2026-08-24T00:00:00 |
P&L: +732.0% (+$36,480,500) | Tsai Joseph C Director | 720,000 shares $10,288,800 @ $14.29/share 2026-08-24T00:00:00 |
P&L: +729.0% (+$75,009,600) |
Tsai Joseph C Director | 720,000 shares $10,418,400 @ $14.47/share 2026-08-25T00:00:00 |
P&L: +718.7% (+$74,880,000) | |
📊 Valuation & Analyst Info
Fair Value: $127.00 (+7.2% undervalued vs current price)
P/E Ratio: 19.0 (0.1x below Specialty Retail avg (21.9)) (0.7x below Consumer Cyclical avg (66.5))
Analyst Consensus: Buy
Price Target: $183.17 (Low: $160.00 | High: $209.00 | Median: $180.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 24, 2026 – Aug 24, 2026 | |
👥 Participant Details
Wu Yongming Director | 350,000 shares $4,984,000 @ $14.24/share 2026-08-24T00:00:00 |
P&L: +732.0% (+$36,480,500) | Tsai Joseph C Director | 720,000 shares $10,288,800 @ $14.29/share 2026-08-24T00:00:00 |
P&L: +729.0% (+$75,009,600) |
📊 Valuation & Analyst Info
Fair Value: $127.00 (+7.2% undervalued vs current price)
P/E Ratio: 19.0 (0.1x below Specialty Retail avg (21.9)) (0.7x below Consumer Cyclical avg (66.5))
Analyst Consensus: Buy
Price Target: $183.17 (Low: $160.00 | High: $209.00 | Median: $180.00)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 20, 2026 – Aug 20, 2026 | |
👥 Participant Details
Goldwasser Benad Director | 46,875 shares $150,000 @ $3.20/share 2026-08-20T00:00:00 |
P&L: +15.0% (+$22,500) | Arkin Moshe Director | 1,125,000 shares $3,600,000 @ $3.20/share 2026-08-20T00:00:00 |
P&L: +15.0% (+$540,000) |
Vurembrand Zeev Director | 31,250 shares $100,000 @ $3.20/share 2026-08-20T00:00:00 |
P&L: +15.0% (+$15,000) | |
📊 Valuation & Analyst Info
Fair Value: $-35.01 (-1051.4% overvalued vs current price)
P/E Ratio: -3.1
Analyst Consensus: Buy
Price Target: $7.15 (Low: $7.15 | High: $7.15 | Median: $7.15)
📰 Recent News (Last 7 Days)
| | |
| Date Range Aug 18, 2026 – Aug 24, 2026 | |
👥 Participant Details
Montalbano John S. Director | 10,000 shares $110,300 @ $11.03/share 2026-08-18T00:00:00 |
P&L: -3.8% ($4,200) | Hayden Michael R Director | 53,613 shares $570,442 @ $10.64/share 2026-08-24T00:00:00 |
P&L: -0.3% ($1,608) |
📊 Valuation & Analyst Info
Fair Value: $-1.58 (-114.9% overvalued vs current price)
P/E Ratio: -7.0
Analyst Consensus: Buy
Price Target: $15.33 (Low: $7.00 | High: $30.00 | Median: $9.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date Aug 21, 2026 | | |
Purchase Value $39,974,625 | | |
📊 Valuation & Analyst Info
Fair Value: $292.03 (+30.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (64.6)) (0.6x above Industrials avg (19.6))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
Transaction Date Aug 20, 2026 | | |
Purchase Value $27,973,858 | | |
📊 Valuation & Analyst Info
Fair Value: $292.03 (+30.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (64.6)) (0.6x above Industrials avg (19.6))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
Transaction Date Aug 20, 2026 | | |
Purchase Value $17,223,701 | | |
📊 Valuation & Analyst Info
Fair Value: $292.03 (+30.9% undervalued vs current price)
P/E Ratio: 30.9 (0.5x below Waste Management avg (64.6)) (0.6x above Industrials avg (19.6))
Analyst Consensus: Buy
Price Target: $237.25 (Low: $232.00 | High: $249.00 | Median: $234.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-10-29
Transaction Date Aug 25, 2026 | | |
Purchase Value $10,418,400 | | |
P&L: +718.7% (+$74,880,000)
📊 Valuation & Analyst Info
Fair Value: $127.00 (+7.2% undervalued vs current price)
P/E Ratio: 19.0 (0.1x below Specialty Retail avg (21.9)) (0.7x below Consumer Cyclical avg (66.5))
Analyst Consensus: Buy
Price Target: $183.17 (Low: $160.00 | High: $209.00 | Median: $180.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-11-24
Transaction Date Aug 24, 2026 | | |
Purchase Value $10,288,800 | | |
P&L: +729.0% (+$75,009,600)
📊 Valuation & Analyst Info
Fair Value: $127.00 (+7.2% undervalued vs current price)
P/E Ratio: 19.0 (0.1x below Specialty Retail avg (21.9)) (0.7x below Consumer Cyclical avg (66.5))
Analyst Consensus: Buy
Price Target: $183.17 (Low: $160.00 | High: $209.00 | Median: $180.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-11-24
⚠️ 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.