Tracefour

Insider Buying Report: May 2026

Every open-market insider purchase disclosed to the SEC in May 2026, with executive buying kept separate from fund and 10%-owner flows.

Data as of Jul 1 · Source: SEC EDGAR

Executive buying

$117.5M

officers + directors · 621 buys

10%-owner & institutional

$1.1B

funds, PE, IPO/financing

Companies bought

261

by executives

Executives buying

408

distinct individuals

May 2026 in one paragraph

In May 2026, 408 U.S. company officers and directors bought $117.5M of their own stock on the open market, across 261 companies. Separately, 10%-owners and institutions filed $1.1B, largely IPO and financing positions rather than open-market conviction.

As of Jul 1. Source: Tracefour, SEC EDGAR Form 4 filings.

Biggest executive buys · May 2026

  1. 1ODTXLi Nan (LN)$20.0M
  2. 2FBINGARDEN EDWARD P$13.5M
  3. 3EROKLott Jeff Slaughter$4.6M
  4. 4BKKTALFRED MICHAEL$3.0M
  5. 5CSGPFLORANCE ANDREW C$2.4M
  6. 6FBINGARDEN EDWARD P$2.0M
  7. 7POOLPEREZ DE LA MESA MANUEL J$1.9M
  8. 8MOBILucchese Cynthia L$1.9M
  9. 9ONONAllemann David Michael$1.9M
  10. 10BKKTALFRED MICHAEL$1.8M

Most-bought by executives · May 2026

  1. 1ODTXOdyssey Therapeutics, Inc.4 buyers$20.3M
  2. 2FBINFortune Brands Innovations, Inc.1 buyer$15.7M
  3. 3EROKEagleRock Land, LLC4 buyers$6.8M
  4. 4BKKTBakkt, Inc.1 buyer$4.8M
  5. 5NSPINSPERITY, INC.1 buyer$2.9M
  6. 6AMRAlpha Metallurgical Resources, Inc.1 buyer$2.8M
  7. 7CSGPCOSTAR GROUP, INC.1 buyer$2.5M
  8. 8PATKPATRICK INDUSTRIES INC4 buyers$2.3M
  9. 9ONONOn Holding AG1 buyer$2.2M
  10. 10POOLPOOL CORP3 buyers$2.2M

Biggest 10%-owner & institutional buys · May 2026

Funds, PE and strategic holders. These are often IPO or private-placement positions, not open-market conviction.

  1. 1JEFSUMITOMO MITSUI FINANCIAL GROUP, INC.$310.0M
  2. 2ARTVRA CAPITAL MANAGEMENT, L.P.$75.0M
  3. 3BRCBCynosure Group, LLC$64.4M
  4. 4COAGRA CAPITAL MANAGEMENT, L.P.$45.7M
  5. 5RSGCASCADE INVESTMENT, L.L.C.$35.1M
  6. 6RSGCASCADE INVESTMENT, L.L.C.$31.4M
  7. 7RSGCASCADE INVESTMENT, L.L.C.$20.2M
  8. 8ODTXDimension Capital II, L.P.$20.0M
  9. 9RSGCASCADE INVESTMENT, L.L.C.$17.8M
  10. 10PSACKMAN WILLIAM A$15.7M

How May 2026's buys have played out

Price change from each trade to the most recent close, for the month's largest executive buys and sells.

Executives bought

+4.7% median since

31 stocks · 65% now higher

Executives sold

+5.0% median since

22 stocks · 64% now higher

Gained since the buy
  • FBINFortune Brands Innovations, Inc.
    Bought ~$33.39 (May 19)→ $54.11
    +62.1%
  • HIMSHims & Hers Health, Inc.
    Bought ~$23.85 (May 26)→ $37.57
    +57.5%
  • NSPINSPERITY, INC.
    Bought ~$28.58 (May 5)→ $44.07
    +54.2%
  • ZBIOZenas BioPharma, Inc.
    Bought ~$16.91 (May 18)→ $25.38
    +50.1%
  • UPSTUpstart Holdings, Inc.
    Bought ~$26.99 (May 13)→ $35.43
    +31.3%
Fell since the buy
  • AMRAlpha Metallurgical Resources, Inc.
    Bought ~$188.03 (May 12)→ $157.40
    -16.3%
  • CSGPCOSTAR GROUP, INC.
    Bought ~$34.72 (May 1)→ $29.36
    -15.4%
  • TMUST-Mobile US, Inc.
    Bought ~$196.06 (May 1)→ $167.73
    -14.4%
  • ADSKAutodesk, Inc.
    Bought ~$231.31 (May 29)→ $199.76
    -13.6%
  • EQPTEquipmentShare.com Inc
    Bought ~$22.39 (May 19)→ $19.75
    -11.8%

Price change from the market close on the disclosed trade date to the most recent close. Stocks that split in between are excluded. Cohort figures are medians across the month's largest trades (small sample). Historical price movement only, not a prediction, signal, or recommendation.

Repeat buyers of May 2026

Executives who made two or more open-market buys of $100K+ during May 2026, ranked by the median price change since each buy. Every name links to their full filing history.

Strongest track records
Weakest track records

Median price change from each buy's trade-date close to the most recent close. Buys under 7 days old and stocks that split in between are excluded. A track record is past filings and price history, not a prediction of an insider's future trades or of stock performance.

Questions & answers

How much stock did company insiders buy in May 2026?
In May 2026, U.S. company officers and directors bought $117.5M of their own companies' stock on the open market, across 261 companies. A further $1.1B was filed by 10%-owners and institutions, largely IPO and financing positions rather than open-market conviction buys.
What was the biggest insider buy in May 2026?
The largest open-market executive purchase disclosed in May 2026 was Li Nan (LN)'s $20.0M buy of ODTX (Odyssey Therapeutics, Inc.), filed with the SEC on Form 4.
Which sectors did executives buy the most in May 2026?
The most executive buying in May 2026 by dollar value was in Healthcare: $31.3M, about 27% of the month's executive purchases.
Does a stock go up after insiders buy it?
Not reliably. Insider buying is one public data point, not a forecast. Historically some stocks rise after insider purchases and others fall. Tracefour shows what was filed and how prices have moved since. It does not predict prices or give investment advice.
Data sourced from public SEC EDGAR Form 4 filings. Not investment advice.