The concentrated buying by a 10% owner at an average price near $13.10 suggests the insider sees material upside. Monitor for any upcoming earnings release, strategic update, or M&A activity that could catalyze a re-rating. The absence of a 10b5-1 plan and the size relative to market cap make this a strong conviction signal.
Price Chart
How similar events traded
Executive Summary
Pale Fire Capital SE, a 10% owner of Dole plc, purchased 230,294 shares in an open-market transaction on November 2, 2026, for approximately $3.05 million. This follows two additional purchases totaling $12.9 million on November 3 and 4, bringing the cluster total to about $15.9 million, representing roughly 1.2% of market cap. The buying is significant in both absolute and relative terms, signaling strong insider conviction.
Key Financial Metrics
Key Facts
- Pale Fire Capital SE, a 10% owner, purchased 230,294 shares at $13.26 on November 2, 2026, for $3.05 million.
- The purchase was an open-market transaction (Form 4 code P) with no 10b5-1 plan.
- Combined with purchases on November 3 ($9.8M) and November 4 ($36K), the cluster totals approximately $15.9 million.
- The total cluster value represents about 1.2% of Dole's $1.3 billion market cap.
- Recent insider activity in the prior 30 days included 7 buys totaling $21.6 million, indicating sustained insider accumulation.
Financial Impact
Total insider purchases of $15.9M, representing 1.2% of market cap.
Risk Factors
- Insider buying does not guarantee near-term stock performance; external factors (commodity prices, FX, demand) could offset confidence.
- The filing does not disclose the insider's rationale; the purchase could be part of a broader accumulation strategy unrelated to near-term catalysts.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0000921895-26-002932 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | SC 13D/A | $13.81 | awaiting T+5 | awaiting T+5 | $13.84 (+0.22%) |
Nov 4, 2026 1d ago | Insider Buy | $13.43 | awaiting T+5 | awaiting T+5 | $13.84 (+3.05%) |
Oct 23, 2026 13d ago | 8-K | $13.30 $13.07 | ▼ −1.73% | ▼ −0.47% | $13.84 (+4.06%) |
Oct 22, 2026 14d ago | Insider Buy | $13.44 $13.07 | ▼ −2.75% | ▼ −2.19% | $13.84 (+2.98%) |
Oct 14, 2026 22d ago | Insider Buy | $13.41 $13.52 | ▲ +0.82% | ▲ +1.83% | $13.84 (+3.21%) |
Oct 14, 2026 22d ago | SC 13D/A | $13.41 $13.52 | ▲ +0.82% | ▲ +1.83% | $13.84 (+3.21%) |
Aug 10, 2026 12w ago | 8-K | $12.98 $12.93 | ▲ +0.39% | ▲ +0.34% | $13.84 (−6.63%) |
May 11, 2026 25w ago | 8-K | $15.21 $14.24 | ▲ +6.38% | ▲ +6.29% | $13.84 (+9.01%) |
Apr 7, 2026 30w ago | 8-K | $15.13 $14.93 | ▼ −1.32% | ▼ −4.84% | $13.84 (−8.53%) |
Feb 25, 2026 36w ago | 8-K | $15.56 $15.36 | ▼ −1.28% | ▼ −0.18% | $13.84 (−11.05%) |
US Market Status
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