GPGI CompoSecure, Inc. Insider Trading

Thomas R. Knott buys 85,250 shares of GPGI at $11.67; stock down 50.6% from 52-week high, company posts -$235.0M net loss

Thomas R. Knott purchased 85,250 shares at $11.67 on 2026-06-11, nearly tripling his position from 44,000 to 129,250 shares. The buy occurs after the stock has fallen 50.6% from its 52-week high of $25.93, near the lower end of the year's trading range. However, the purchase follows a pattern of poor timing: Knott's cross-ticker track record shows an average 90-day return of -21.8% across 5 prior buys (0% win rate), and his one prior GPGI purchase on 2026-03-17 declined 25.1% over 90 days. Fundamentally, GPGI reported zero revenue in its latest quarter, posted a net loss of -$235,000,000, and experienced an 85.8% annual revenue decline, indicating severe operational stress. The transaction warrants scrutiny given the severe financial deterioration, depressed valuation relative to 52-week price action, and the insider's historical inability to time market entry points effectively.

Director Kevin M Moriarty buys 3,955 shares (4.0K) at $12.64 as stock down 53.8% from 52-week high.

Director Kevin M Moriarty purchased 3,955 shares for $50,000.40 on 2026-05-26 at $12.64, increasing his holdings to 71,010 shares. The purchase occurs in a context of significant deterioration: the stock is -53.8% from its 52-week high of $25.93, down 20.3% over the past 30 days and 46.6% over 90 days, while the company reported $0 revenue in the latest quarter, a net loss of $-235,000,000, and annual revenue contraction of 85.8%. Moriarty's cross-ticker track record shows 1 prior buy with a 100.00% 90-day win rate and average 90d return of 8.0%, though this limited history provides minimal predictive weight for insider decision-making at this specific ticker. The filing documents an open-market purchase by a director during a period of acute operational and financial stress, but the modest scale (4.0K shares) and absence of pattern context at GPGI warrant cautious assessment.

Director Mikkilineni Krishna buys 8,106 shares of GPGI at $12.34 ($100.0K) amid cluster buy pattern; stock -52.1% from 52-week high.

Mikkilineni Krishna, a Director at GPGI, Inc., purchased 8,106 shares at $12.34 on 2026-05-14 for a total of $100,030.52, bringing his post-transaction holdings to 10,804 shares from a pre-transaction position of 2,697 shares. This purchase occurs against a sharply deteriorating price backdrop: the stock is -52.1% from its 52-week high of $25.93, with a 30-day change of -26.0% and a 90-day change of -49.6%. Notably, 2 other insiders also bought within the past 14 days, forming a cluster buy pattern that broadens the signal beyond a single individual. The company's fundamentals present headwinds — GPGI reported $0.00 in revenue for the latest quarter, a net income of $-235,000,000.00, and annual revenue growth of -85.8% — making the timing of this cluster of insider purchases a point of attention for investors.

Director Loree Rebecca Corbin buys 3,925 GPGI shares at $12.87; stock down -49.6% over 90 days amid -$235.0M net loss.

Director Loree Rebecca Corbin purchased 3,925 shares (total value $50,514.75) at $12.87 on 2026-05-12, increasing her holdings to 63,220 shares from 59,295 shares. This purchase occurred against a backdrop of significant financial distress: the company reported net income of -$235,000,000 and zero revenue in its latest quarter, with annual revenue declining -85.8% year-over-year. The stock has declined -49.6% over the prior 90 days from its 52-week high and currently trades at $12.42, down -26.0% over the past 30 days. Across her full cross-ticker track record, Corbin's prior buys showed an average 90-day return of +2.0% with a 100% win rate, providing minimal evidence of predictive accuracy at this specific ticker given the company's deteriorating fundamentals and recent steep price declines.

Director Cote buys 5,800 GPGI shares at $17.10; stock down 29.9% from 52-week high, company unprofitable with -$174.7M net income.

John D. Cote, a director at GPGI, purchased 5,800 shares at $17.10 on 2026-03-17, representing his first open-market position in the stock. The purchase occurs within a cluster of 2 other insider buys in the past 14 days, suggesting coordinated board-level activity. However, context severely constrains bullish interpretation: GPGI is deeply unprofitable (net income of $-174,696,000.00 in its most recent full fiscal year), revenue contracted 85.8% year-over-year, and the stock has fallen 28.0% in 30 days and 29.9% from its 52-week high of $25.32. Additionally, Cote's cross-ticker track record shows 7 prior open-market buys with a 90-day win rate of 0.00% and an average 90-day return of -21.0%, indicating no demonstrated accuracy in timing stock purchases across his transaction history. The cluster buy alone does not offset the deteriorating fundamentals and the director's poor historical returns on similar trades.

Knott bought 44,000 GPGI shares at $17.08; stock down 29.9% from 52-week high, company posted $-174.7M net loss.

Knott Thomas R. purchased 44,000 shares at $17.08 on 2026-03-17, establishing an initial position. The transaction occurs amid material fundamental weakness: GPGI reported $-174.7M net income for its most recent full fiscal year, annual revenue declined 85.8%, and the latest quarterly revenue was $0.00. The stock is currently trading at $17.74, -29.9% from its 52-week high of $25.32, and down 30-day by 28.0%. Notably, 2 other insiders also bought within the past 14 days, indicating a cluster buy pattern. However, this insider's cross-ticker track record shows 4 prior buys with an average 90-day return of -21.0% and a 90-day win rate of 0.00%, suggesting a history of unfavorable post-purchase price performance.

Kurt Schoen buys 3,000 GPGI shares at $17.00; cluster buy as 2 others acquired within 14 days amid -$174.7M annual loss

Kurt Schoen purchased 3,000 shares at $17.00 on 2026-03-17, establishing an initial position, as part of a cluster buy pattern where 2 other insiders also purchased within the past 14 days. The company is materially unprofitable with a full-year net income of $-174.7M and revenue contraction of -85.8% year-over-year, while the stock has declined 28.0% over the past 30 days and trades 29.9% below its 52-week high. Across his cross-ticker track record, Schoen's prior 3 open-market purchases have averaged +29.3% return at 30 days with a 100% win rate, though these results span multiple ticker holdings. The concurrent purchases by multiple insiders during a period of depressed share price and fundamental distress may reflect insider views on recovery potential, but the substantial losses and revenue deterioration warrant investor scrutiny of underlying recovery assumptions.

Director Loree Rebecca Corbin bought 5,240 shares of CMPO at $19.09 on 2025-08-29 (total $100.0K), establishing initial position.

Director Loree Rebecca Corbin initiated a new equity position in CompoSecure by purchasing 5,240 shares at $19.09, with zero prior holdings. The acquisition occurred during a period of pronounced stock appreciation: the company's shares have climbed 36.8% over the past 30 days and 38.6% over 90 days, though the stock remains 4.4% below its 52-week high of $19.86. This is the director's first recorded transaction in the company. However, the fundamental backdrop presents a material counterweight: the company reported negative net income of $-26,125,000.00 over its most recent full fiscal year and shows zero revenue in the latest quarter. While annual revenue growth is positive at 7.7% year-over-year, the operational losses and flat quarterly revenue raise questions about the sustainability of the recent price gains that preceded this purchase.

Director Kevin M Moriarty bought 13,000 shares of CMPO at $19.28 (250.6K); stock now at 52-week high, +34.3% in 30 days.

Director Moriarty acquired 13,000 shares at $19.28 on 2025-08-13, establishing an initial position in CompoSecure. The transaction occurs at the stock's 52-week high of $19.27, following a 34.3% gain over the prior 30 days and 52.8% gain over 90 days. CompoSecure remains unprofitable, with net income of $-26,125,000.00 over the most recent full fiscal year. The purchase represents a new position for Moriarty rather than an addition to existing holdings, and the timing coincides with the stock trading near its peak valuation range for the year.

Director DeAngelo buys 45.0K shares of CMPO at $11.12; stock down 36.7% from 52-week high, company unprofitable

Director Joseph J DeAngelo purchased 45,045 shares at $11.12 on 2025-03-17, totaling $500,900.40, establishing an initial position in CompoSecure. The transaction occurs against a backdrop of significant stock weakness: CMPO trades at $10.88, down 36.7% from its 52-week high of $17.20 and down 30.4% over the past 30 days. Notably, the company reported negative net income of $-42,060,000.00 in its most recent quarter and was unprofitable over its most recent full fiscal year, though annual revenue growth stood at 7.7%. This buy occurs during a period of material price decline and persistent unprofitability, presenting a direct test of whether the director sees value or recovery potential in the current price dislocations.