LAC LITHIUM AMERICAS CORP. Insider Trading

Director Michael John Brown bought 1,000 LAC shares at $3.78; stock now -60.8% from 52-week high as company posts -$199.2M net loss

Director Michael John Brown purchased 1,000 shares of Lithium Americas at $3.78 on 2026-03-20, increasing his holdings by 16.1% to 7,201 shares total. The stock has declined -60.8% from its 52-week high of $10.05 and currently trades at $3.94, just 4.2% above his purchase price despite the recent 30-day decline of -12.6%. At the same-ticker level, Brown's prior three trades at LAC showed mixed timing, with 2 of 3 exhibiting positive 90-day returns (most notably a +218.3% return on his September 2025 purchase), suggesting some historical accuracy in LAC entry points. However, the company's fundamental picture remains challenged: net income for the most recent full fiscal year was -$199.2M, reflecting ongoing losses despite a $1.4B market capitalization. The buy occurs in the context of significant stock weakness, but without clear evidence of a strategic inflection or turnaround catalyst.

VP Zawadzki sold 353,914 shares at $9.48 on 2025-10-01 for $3.4M, reducing holdings by 84.8%, while buying 20,000 shares at $9.58.

ZAWADZKI ALEXI ILLYA executed 2 separate transactions on 2025-10-01: a sale of 353,914 shares at $9.48 ($3,356,520.38) and a purchase of 20,000 shares at $9.58 ($191,516.00), resulting in a net reduction of 333,914 shares and post-transaction holdings of 60,005 shares. The sale represents a 84.8% reduction from pre-transaction holdings of 393,919 shares. The stock currently trades at $9.04, near its 52-week high of $9.04, and has surged 216.1% over 30 days and 239.8% over 90 days. This aggressive liquidation by a VP occurs despite the company's unprofitable status with full-year net income of $-13,249,000.00, suggesting the insider is substantially de-risking from a position in a loss-making entity even as momentum has accelerated sharply.

Director Michael John Brown buys 1,000 LAC shares at $2.84 on 2025-09-05, adding 19.2% to holdings despite unprofitable fundamentals ($-13.2M net income).

Brown purchased 1,000 shares (1.0K shares) at $2.84, bringing his holdings to 6.2K shares, a 19.2% increase from his prior position. The purchase occurs at a price 34.2% below the 52-week high of $4.51, while the stock has risen 6.4% over the past 30 days and 7.6% over 90 days. However, the company remains unprofitable with a net loss of $-13.2M over its most recent full fiscal year, raising questions about the investment thesis. Examining Brown's prior trades at LAC shows mixed timing: his May 2025 purchase resulted in a 90-day return of +3.0%, while his April 2025 purchase returned 0.0% over 90 days. His broader cross-ticker track record shows a 50.00% 90-day win rate with 2 prior buys, suggesting modest accuracy in identifying advantageous entry points. The current purchase reflects accumulated insider activity in a loss-making company during a modest uptrend, but neither the company's fundamentals nor the insider's historical buy timing pattern provides strong conviction signal.

Director Michael John Brown purchases 100 LAC shares at $2.82; holdings reach 5,201 shares (5.2K) as stock down -37.7% from 52-week high.

Director Michael John Brown purchased 100 shares of Lithium Americas at $2.82 on 2025-05-19, increasing his holdings to 5,201 shares—a 2.0% increase from 5,101 shares. The transaction occurs at a significant discount to the 52-week high of $4.51, with the stock currently trading 37.7% below that peak, though it has recovered 4.8% over the past 30 days. The company is operating unprofitably with a net loss of $11,526,000.00 and a market cap of $615,122,701.56. Brown's prior buy at this ticker (2025-04-03) achieved a 30-day return of 8.1%, and his cross-ticker track record shows 1 prior buy with an average 30-day return of 8.1%, though longer-term outcomes remain limited in scope. This represents a routine open-market purchase by a director in a beaten-down equity at a fraction of recent highs, with no pattern yet established regarding whether such accumulations precede sustained recoveries.

Director Michael John Brown purchased 1,000 LAC shares at $2.71 on 2025-04-03; stock down -65.1% from 52-week high.

Director Michael John Brown purchased 1,000 shares at $2.71, increasing his holdings from 4,101 to 5,101 shares (a +24.4% increase in his position). The purchase occurred as LAC traded at $2.56, representing a -65.1% decline from its 52-week high of $7.34 and -9.9% lower over the prior 30 days. The company remains unprofitable on a full-year basis and has a market cap of $559.8M. The transaction represents an incremental addition to an existing position at depressed price levels relative to recent history, though the modest share count and dollar value ($2.7K) suggest this is not a material capital deployment by the director.