Insider Cluster (4 insiders) ·Filed May 19, 2026
Insider cluster: 3 insiders, $5.4M total
Actionable Insight ▲ Bullish
Watch for further Smolyansky sales but the net buying by Zolezzi/Divisadero is a significant vote of confidence.
Final — all horizons settled through T+60d ⚠ clustered
LWAY ▲ +1.14% at T+60d
LONG call ✓ call won +1.14% · α vs SPY -3.87% · entry $25.53 → $25.82
T+1d
-1.65%
call -1.65% · α -1.84%
$25.11
settled 5mo ago
T+5d
-5.56%
call -5.56% · α -6.80%
$24.11
settled 5mo ago
T+20d
-0.39%
call -0.39% · α -1.13%
$25.43
settled 4mo ago
T+60d
+1.14%
call +1.14% · α -3.87%
$25.82
settled 2mo ago
Price Chart
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Executive Summary
Insider cluster at Lifeway Foods shows heavy net buying ($4.3M) by two 10% owners (Zolezzi and Divisadero Street Capital) after a strong Q1 earnings beat and a secondary offering from Danone at $19.50/share. The buying signals insider confidence despite the overhang, suggesting potential upside.
Key Financial Metrics
Direction
buying
Total Value
$5.7M
Insiders
4
Key Facts
- Open-market purchases by Zolezzi and Divisadero Street Capital total ~$5.66M, representing 1.55% of market cap.
- Smolyansky family sold ~$1.35M, but buying direction dominates.
- Earnings beat on May 14 with 36.7% revenue growth and $0.31 EPS vs $0.30 consensus.
- Secondary offering of 3.45M shares at $19.50 by Danone creates overhang; company repurchasing $5M of those shares.
Financial Impact
Net insider buying of ~$4.3M (1.18% of market cap) concentrated in two 10% owners.
insider confidenceownership concentration
Risk Factors
- Secondary offering overhang from Danone's 3.45M share block may pressure stock near $19.50.
- Smolyansky family could continue selling, offsetting bullish signal.
Market Snapshot
Exchange
Nasdaq
Sector
Dairy Products
Analyst Consensus
89% bullish (9 analysts)
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LWAY-1779230371702 |
20 reports for LWAY
78% Hit rate @ T+60 Went positive at some point 12 of 12 best @ T+60▲ +31.69%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 9w ago | Insider Cluster | $25.91 | awaiting T+60 | — | $23.00 (+11.23%) |
Aug 17, 2026 9w ago | Insider Cluster | $25.45 | awaiting T+60 | — | $23.00 (−9.63%) |
Aug 13, 2026 10w ago | 8-K | $24.70 | awaiting T+60 | — | $23.00 (+6.88%) |
Jul 23, 2026 13w ago | Insider Cluster | $30.44 $22.16 | ▲ +27.20% | ▲ +30.93% | $23.00 (+24.44%) |
Jul 2, 2026 16w ago | Insider Cluster | $30.94 $21.36 | ▲ +30.96% | ▲ +34.53% | $23.00 (+25.66%) |
Jun 26, 2026 17w ago | Insider Cluster | $29.92 $23.52 | ▲ +21.39% | ▲ +25.78% | $23.00 (+23.13%) |
Jun 26, 2026 17w ago | Insider Cluster | $29.92 $23.52 | ▲ +21.39% | ▲ +25.78% | $23.00 (+23.13%) |
Jun 3, 2026 20w ago | 8-K | $23.04 $26.13 | ▲ +13.41% | ▲ +10.91% | $23.00 (−0.17%) |
Jun 3, 2026 20w ago | DEFA14A | $23.04 $26.13 | ▲ +13.41% | ▲ +10.91% | $23.00 (−0.17%) |
May 20, 2026 22w ago | Insider Cluster | $25.11 $24.75 | ▼ −1.43% | ▼ −5.73% | $23.00 (−8.40%) |
Showing 10 of 20
US Market Status
Market Closed — Opens Tue (16h 36m)
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