The cluster size is too small to be a material signal in either direction. Hoffmann's pattern of buying at declining prices is consistent with dollar-cost averaging. Moloney's sale is an isolated director sell with no C-suite participation. The cross-filing actuarial verdicts are all amplifiers, meaning insider clusters at this company that occur with other filing types historically carry stronger signals, but the absolute dollar amounts here remain sub-threshold. Monitor for any upcoming 8-K or press release that could explain the activity around these price levels.
Price Chart
Executive Summary
Mixed insider cluster at LEE: two directors made small purchases ($133K total over 4 days), while a third director sold $236K. Two other trades were non-cash (a gift of $674K and a withholding). The buying director (Hoffmann) added shares at declining prices, consistent with his pattern over the prior month. The seller (Moloney) sold near the $9.82 price. At $229M market cap, the net dollar value is under 0.2%, making this cluster modest in scale.
Key Financial Metrics
Key Facts
- Three director-class insiders active in a 4-day window (Jun 8-11, 2026)
- Hoffmann (Director, 10% owner) purchased a total of 12,491 shares ($133K) across 4 open-market buys at prices $9.82-$10.86
- Moloney (Director) sold 24,000 shares open-market at $9.82 = $236K on June 11
- Junck (Director) gifted 62,430 shares at $10.79 = $674K on June 9 (non-cash, no economic signal)
- Total open-market purchase value ($133K) vs sale value ($236K) — net selling of ~$103K
- Combined open-market activity is ~0.1% of market cap ($229M) — modest proportionality
- Cluster buys are statistically more informative than sells per literature, but both sides here are small
Financial Impact
Net outflows of ~$103K in open-market trading activity, or about 0.045% of $229M market cap
Risk Factors
- Single director sale ($236K) at a price just above recent buying levels could indicate divergence of views
- No C-suite or CFO/CEO participation on either side — signal strength from non-officer directors is lower
- Gift transaction ($674K) artificially inflates total cluster count without economic meaning
- Stock has rallied significantly in recent weeks (+30%+ over last month per prior contexts) — some insiders may be taking profits
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LEE-1781280597659 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $6.32 | awaiting T+60 | — | $6.17 (−2.37%) |
Sep 30, 2026 26d ago | 8-K | $6.95 | awaiting T+60 | — | $6.17 (−11.22%) |
Sep 28, 2026 28d ago | Press Release | $6.80 | awaiting T+60 | — | $6.17 (−9.26%) |
Sep 22, 2026 4w ago | Institutional Cluster | $7.35 | awaiting T+60 | — | $6.17 (−16.05%) |
Aug 11, 2026 10w ago | 8-K | $8.15 | awaiting T+60 | — | $6.17 (−24.29%) |
Aug 6, 2026 11w ago | 8-K | $8.12 | awaiting T+60 | — | $6.17 (−24.01%) |
Jul 30, 2026 12w ago | 8-K | $7.64 $6.32 | ▼ −17.28% | ▼ −19.74% | $6.17 (−19.24%) |
Jul 10, 2026 15w ago | 8-K | $7.87 $7.07 | ▼ −10.23% | ▼ −14.22% | $6.17 (−21.60%) |
Jun 12, 2026 19w ago | Insider Cluster | $9.88 $7.68 | ▼ −22.27% | ▼ −25.53% | $6.17 (−37.55%) |
Jun 3, 2026 20w ago | Press Release | $10.67 $8.26 | ▼ −22.59% | ▼ −25.09% | $6.17 (−42.17%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers