Insider Signal Report — 2026-05-05
Scan covers trade_date 2026-04-30 → 2026-05-05 | 20 qualifying trades scanned | 4 signals detected
★★★★★ Conviction Bottom
Criteria: C-Suite ≥$1M + Prior 30d −10% to −20%
C-suite executive (CEO/CFO/COO/CTO/President/Chairman) buying ≥$1M after the stock declined 10–20% in the prior 30 calendar days. Most robust combined signal in the dataset: ~58–63% win rate, EV +35–40% at 12–15m. Near-term pain is expected — must hold full 12 months.
Target Hold: 12–15 months
| Ticker | Company | Trade Date | Insider | Title | Value | Prior 30d | C-Suite | New Pos | Also Qualifies |
|---|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP, INC. | 2026-05-01 | FLORANCE ANDREW C | President and CEO | $2.5M | -12.4% | ✓ | — | S2 |
★★★★ Fresh Conviction Entry
Criteria: New Position + C-Suite + Drawdown ≥10%
C-suite executive initiating a brand-new position (no prior purchase in 2 years) after a ≥10% decline. Deliberate timing: they chose this specific entry point from scratch. ~50–55% win rate at 3–6m; works faster than repeat buyers. Target 6–9m hold.
Target Hold: 6–9 months
| Ticker | Company | Trade Date | Insider | Title | Value | Prior 30d | C-Suite | New Pos | Also Qualifies |
|---|---|---|---|---|---|---|---|---|---|
| WTW | WILLIS TOWERS WATSON PLC | 2026-05-04 | Hess Carl Aaron | Chief Executive Officer | $510K | -10.7% | ✓ | ✓ | — |
| GEHC | GE HealthCare Technologies Inc. | 2026-04-30 | Arduini Peter J | President and CEO | $250K | -14.5% | ✓ | ✓ | — |
| GEHC | GE HealthCare Technologies Inc. | 2026-05-01 | SACCARO JAMES | Chief Financial Officer | $201K | -15.2% | ✓ | ✓ | — |
Notable Buys — No Strategy Match
Trades ≥$500,000 that didn't meet any strategy filter. Often in the −5% to 0% prior-return zone (weakest bucket) or missing price data.
| Ticker | Company | Trade Date | Insider | Title | Value | Prior 30d | C-Suite | New Pos | Also Qualifies |
|---|---|---|---|---|---|---|---|---|---|
| COAG | Hemab Therapeutics Holdings, Inc. | 2026-05-04 | Kolchinsky Peter | maybe director | $50.5M | N/A | — | ✓ | — |
| COAG | Hemab Therapeutics Holdings, Inc. | 2026-05-04 | RA Capital Healthcare Fund LP | maybe director | $50.5M | N/A | — | ✓ | — |
| COAG | Hemab Therapeutics Holdings, Inc. | 2026-05-04 | RA Capital Nexus Fund II, L.P. | maybe director | $50.5M | N/A | — | ✓ | — |
| COAG | Hemab Therapeutics Holdings, Inc. | 2026-05-04 | RA Capital Nexus Fund IV, L.P. | maybe director | $50.5M | N/A | — | ✓ | — |
| COAG | Hemab Therapeutics Holdings, Inc. | 2026-05-04 | Shah Rajeev M. | maybe director | $50.5M | N/A | — | ✓ | — |
| SPGI | S&P Global Inc. | 2026-05-01 | Clay Catherine R | CEO, S&P Dow Jones Indices | $1.1M | +0.2% | ✓ | ✓ | — |
| TXT | TEXTRON INC | 2026-05-01 | Kennedy Thomas A | maybe director | $989K | +6.5% | — | ✓ | — |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES, IN | 2026-05-04 | MARCUS JOEL S | Executive Chairman | $731K | -4.4% | ✓ | — | — |
| L | LOEWS CORP | 2026-05-05 | Robusto Dino | maybe director | $527K | -1.5% | — | ✓ | — |
Signal Summary
| Rating | Strategy | Signals |
|---|---|---|
| ★★★★★ | Conviction Bottom | 1 |
| ★★★★ | Informed Accumulation | 0 |
| ★★★★ | Fresh Conviction Entry | 3 |
| ★★★ | Momentum Confirmation | 0 |
| ★★ | Fallen Knife w/ Insider Backstop | 0 |
Generated 2026-05-05 · Strategies based on backtests 2021–2026 on US insider purchases