Insider Signal Report — 2026-11-03
Scan covers trades filed 2026-10-29 → 2026-11-03 (2-day filing lag accounted for) | 5 qualifying trades scanned | 2 signals detected
★★★★ Informed Accumulation
Criteria: Repeat Buyer + Prior 30d −10% to −20%
Insider with a prior purchase in the same ticker within 2 years, adding to position after a 10–20% pullback. Deep institutional knowledge + deliberate price discipline. EV ~20–30%+ at 12–15m. Cross-check business quality — serial buyers into structural decline are noise.
Target Hold: 12–15 months
| Ticker | Company | Trade Date | Insider | Title | Value | Prior 30d | C-Suite | New Pos | Also Qualifies |
|---|---|---|---|---|---|---|---|---|---|
| ENPH | Enphase Energy, Inc. | 2026-11-02 | Kothandaraman Badrinarayanan | President & CEO | $268K | -16.5% | ✓ | — | — |
★★★ Momentum Confirmation
Criteria: Insider Buy After >+10% Prior Month
Any insider buying ≥$200k after the stock already moved up >10% in the prior month. Counter-intuitive but data-backed: exec sees real fundamental improvement behind the move. EV +17–34% through 9m — exit at 9m as performance degrades past that point.
Target Hold: 6–9 months
| Ticker | Company | Trade Date | Insider | Title | Value | Prior 30d | C-Suite | New Pos | Also Qualifies |
|---|---|---|---|---|---|---|---|---|---|
| ACN | Accenture plc | 2026-10-26 | Sweet Julie Spellman | Chair and CEO | $3.0M | +42.8% | ✓ | ✓ | — |
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 |
|---|---|---|---|---|---|---|---|---|---|
| PNFP | Pinnacle Financial Partners, Inc. | 2026-10-28 | INGRAM DAVID B | maybe director | $992K | +6.4% | — | — | — |
| XYL | Xylem Inc. | 2026-10-29 | KOCH D CHRISTIAN | maybe director | $986K | -10.1% | — | ✓ | — |
Signal Summary
| Rating | Strategy | Signals |
|---|---|---|
| ★★★★★ | Conviction Bottom | 0 |
| ★★★★ | Informed Accumulation | 1 |
| ★★★★ | Fresh Conviction Entry | 0 |
| ★★★ | Momentum Confirmation | 1 |
| ★★ | Fallen Knife w/ Insider Backstop | 0 |
Generated 2026-11-03 · Strategies based on backtests 2021–2026 on US insider purchases