Here is a compiled review of the most consequential insider trading disclosures reported for Monday across U.S. listed companies.
Top buys
Sabre Corp - Constellation Software Inc (NASDAQ:SABR), acting together with Constellation Canadian Holdings Inc. and Mark Miller, reported acquiring 10,634,702 shares of Sabre Corp common stock on February 27, 2026. The disclosed purchase prices ranged from $1.07 to $1.24, with a weighted average price of $1.1605, bringing the total consideration to approximately $12.3 million. Following this block trade, Constellation Holdings directly holds 50,157,523 shares of Sabre Corp. At the time of the filing the stock was trading at $1.40, having fallen more than 50% over the prior year. The filing includes an InvestingPro analysis stating Sabre appears undervalued, with a Fair Value estimate of $1.87. That analysis also notes a heavy debt load and ongoing cash burn for the company, while indicating analyst expectations for profitability during the current year.
AdaptHealth Corp (NASDAQ:AHCO) - Multiple entities tied to OEP VII GP, L.L.C. and ONE EQUITY PARTNERS disclosed purchases of AdaptHealth common stock across transactions executed between March 10 and March 12, 2026. The aggregate value of the purchases during that initial period amounted to $19.9 million, with reported trade prices in the narrow band of $9.7281 to $9.7299. The filings provide a breakdown by date: on March 10, 820,528 shares were purchased at prices from $9.58 to $9.95; on March 11, 536,827 shares were purchased at prices from $9.64 to $9.75; and on March 12, 689,336 shares were purchased at prices from $9.55 to $9.75. Additional acquisitions by entities associated with One Equity Partners were reported in two further transactions totaling approximately $4.4 million: on March 19, 727 shares at a weighted average price of $9.9417 for $7,227, and on March 20, 447,100 shares at a weighted average price of $9.9121 for $4,431,700. The stock was reported trading at $11.29, near its 52-week high of $11.75, and an InvestingPro Fair Value of $15.50 was cited in the filings.
Iperionx Ltd (NASDAQ:IPX) - Chief Executive Officer Anastasios Arima reported purchasing company stock on March 27, 2026. The Form 4 discloses acquisitions of Ordinary Shares and American Depository Shares at prices spanning $3.198 to $23.4097, with the combined cost reported as $1.79 million. The filing specifies purchases of 467,000 Ordinary Shares and 12,800 American Depository Shares. After these transactions Arima is shown to directly own 12,206,782 Ordinary Shares and 12,800 American Depository Shares. The stock was reported trading at $23.15, having declined 53% over the prior six months while gaining 28% over the past year.
Lemonade, Inc. (NYSE:LMND) - Director Maria Angelidis-Smith purchased shares of Lemonade common stock on March 10, 2026, in two transactions that together totaled $485,478. The price points reported ranged from $55.3 to $55.7 per share. The Form 4/A shows a direct purchase of 3,350 shares at $55.30 per share and an indirect acquisition of 5,390 shares through the Smith Family Trust, for which Angelidis-Smith is a Co-Trustee, at $55.70 per share. Post-transaction holdings reported that Angelidis-Smith directly owns 14,896 shares and indirectly holds 38,944 shares through the trust. The filings note the stock was trading at $61.11 and had returned 87% over the previous year, alongside comments about elevated volatility in recent trading. The filings point to additional research available in a Pro Research Report for valuation context.
Top sells
Workday, Inc. (NASDAQ:WDAY) - David A. Duffield, identified in the filing as a 10 percent owner, sold a total of 107,500 shares of Class A Common Stock on March 26, 2026, through a series of transactions valued in aggregate at $13.8 million. The recorded sale prices ranged from $127.8456 to $130.1836. The Form 4 details the tranches as follows: 53,496 shares sold at a weighted average price of $127.8456; 32,727 shares at $128.3983; 19,077 shares at $129.4599; and 2,200 shares at $130.1836. At the time of the filing the stock was trading at $128.77, with a company market capitalization reported as $33.08 billion.
Cheniere Energy, Inc. (NYSE:LNG) - Anatol Feygin - The company’s Executive Vice President and Chief Commercial Officer, Anatol Feygin, sold 40,432 shares of common stock on March 26, 2026, according to the Form 4. The sales took place in two blocks. The first block consisted of 30,183 shares sold at a weighted average price of $290.8894, for total proceeds of $8,780,692; prices in that block ranged from $290.1200 to $291.1150. The second block consisted of 10,249 shares sold at a weighted average price of $291.2382, for total proceeds of $2,984,123; prices in that block ranged from $291.1200 to $291.4200. Combined, the sales totaled $11,764,815. The filing notes Cheniere shares were trading near a 52-week high of $300.89, delivering a 51% year-to-date return, and the reported trading price at the time was $293.64, implying a market capitalization of $61.75 billion.
UWM Holdings Corp (NYSE:UWMC) - President and CEO Mat Ishbia, together with SFS Holding Corp (identified as a 10 percent owner), sold a combined 3,001,722 shares of Class A Common Stock across three separate transactions executed between March 26 and March 30, 2026, generating proceeds of approximately $10.4 million. Prices in these sales ranged from $3.46 to $3.52 per share. The filings detail identical block sizes across the dates: on March 26, 1,000,574 shares sold at a weighted average of $3.46 with individual prices from $3.39 to $3.53; on March 27, 1,000,574 shares sold at a weighted average of $3.49 with individual prices from $3.42 to $3.57; and on March 30, 1,000,574 shares sold at a weighted average of $3.52 with individual prices from $3.45 to $3.62. The filings note the stock was trading near its 52-week low of $3.38 and well below its 52-week high of $7.14. InvestingPro commentary included in the filings describes the stock as appearing undervalued at current levels and references an attractive dividend yield of 11.53%.
AAR CORP (NYSE:AIR) - Chairman, President and CEO John McClain Holmes III sold company shares totaling $9.5 million on March 26 and March 27. The Form 4 reports 86,225 shares were sold at prices ranging from $107.6039 to $112.4135. The filings also show the exercise of stock options that resulted in the acquisition of 86,225 shares at exercise prices between $37.66 and $37.74, for total intrinsic value reported as $3,247,266. After these transactions Holmes is recorded as directly owning 235,064 shares of AAR CORP.
Cheniere Energy, Inc. (NYSE:LNG) - Sean N. Markowitz - In a separate filing tied to the same company, Cheniere’s EVP, CLO and Corporate Secretary Sean N. Markowitz sold 22,246 shares of common stock on March 26, 2026. The sales produced proceeds reported as $6.4 million across two transactions. The first transaction involved 8,810 shares sold at a weighted average price of $290.5047, with prices ranging from $290.00 to $290.99. The second transaction involved 13,436 shares sold at a weighted average price of $291.2986, with prices ranging from $291.00 to $291.75. The filing reiterates that Cheniere shares were trading near their 52-week high and highlights InvestingPro commentary that the stock appears overvalued relative to its Fair Value estimate, with a price-to-earnings ratio of 12.17 cited in the analysis.
Context and considerations
These filings together paint a mixed picture: concentrated buying by strategic and insider investors in a handful of names, and substantial selling by executives and large shareholders in others. The disclosures contain specific weighted-average prices, transaction dates and resulting ownership stakes for some insiders, and include valuation commentary drawn from InvestingPro notes attached to the filings. Several of the filings reference firm-specific balance-sheet dynamics or valuation differentials relative to stated Fair Value estimates. For example, Sabre’s filing reiterates concerns over debt and cash burn even as an InvestingPro Fair Value implies a higher price than the market; Cheniere’s filings note the stock’s run-up and an InvestingPro view that it may be overvalued; and UWM’s disclosure highlights proximity to a 52-week low and an elevated dividend yield in the InvestingPro analysis.
Market participants monitoring these disclosures may weigh insider purchases differently from sales. The filings underscore that purchases can signal confidence among insiders, while sales often reflect a variety of motives, including portfolio rebalancing and personal financial planning. The raw data in the Form 4 filings - share counts, prices, weighted averages and post-transaction holdings - provide specific inputs investors can use alongside other fundamental and technical research.
Investors and analysts tracking these names should consider the details contained in each filing in the context of company fundamentals, capital structure and recent price action. Where the filings include third-party valuation notes, those should be read as one piece of information among others. Staying current with significant insider transactions can help market participants understand how people closest to a company are allocating capital in their own accounts, but these disclosures are not in themselves definitive indicators of future stock performance.