LYB LyondellBasell Industries N.V. Insider Trading

AI Investments Holdings LLC (10% owner) sold 385,390 shares for $26,256,663.04; post-transaction holdings fall to 765,154 shares (-33.5%)

AI Investments Holdings LLC, a 10% shareholder, executed 6 separate sales on 2026-03-09 totaling 385,390 shares for $26,256,663.04 at blended average price $68.13, reducing holdings by 33.5% from 1,150,544 to 765,154 shares. The timing coincides with LYB trading -13.1% from its 52-week high but +21.4% over 30 days and +49.4% over 90 days, capturing a portion of the stock's recent rebound. Context is material: LYB posted negative full-year net income of $-890,000,000.00, annual revenue contracted -25.2% year-over-year, and the company remains unprofitable on its latest quarter basis with revenue of $7,727,000,000.00. The prior 4 sales at this ticker (all on 2024-02-16) yielded 0 of 4 well-timed outcomes at the 90-day mark, and the insider's cross-ticker track record shows a 0.00% well-timed rate on 4 prior open-market sells. The significant divestiture volume and timing relative to fundamental deterioration and near-peak share price warrants investor attention to whether liquidity needs, balance sheet pressures, or strategic repositioning are driving the reduction.

EVP Kimberly Foley buys 5,661 shares of LYB at $43.56 as stock trades 50.4% below 52-week high.

Foley, LyondellBasell's Executive Vice President of Global Operations & Planning and Refining, purchased 5,661 shares for $246,620.90, increasing her holdings by 9.1% to 67,687 shares. The purchase occurs at $43.56, while the stock currently trades at $43.31, having declined 50.4% from its 52-week high of $87.33 and fallen 18.8% over the past 90 days. LyondellBasell reported a net loss of $890,000,000.00 in its latest quarter on revenue of $7,727,000,000.00, with annual revenue contracting 2.0% year-over-year. An insider acquisition at depressed valuation levels warrants investor attention to whether it reflects management's assessment of fundamental value or external context.

LYB CEO sold 20,000 shares at $53.57; stock down -45.9% from 52-week high of $98.70

Vanacker Peter Z. E., Chief Executive Officer, sold 20,000 shares (11.1% of pre-transaction holdings) at $53.57, reducing his position from 180,351 to 160,351 shares. The transaction occurred as LyondellBasell's stock has declined 45.9% from its 52-week high of $98.70, with the stock trading at $53.38 currently, only $0.19 below the sale price. This sale represents a material reduction in CEO holdings while the stock is near multi-year lows, with annual revenue declining 2.0% year-over-year and the company posting a P/E of 65.90 despite quarterly net income of $115,000,000.00. The timing and magnitude warrant monitoring of whether this reflects broader operational concerns or represents a necessary portfolio adjustment by the executive.

Director Hanley buys 3,500 LYB shares at $57.01; stock down 45.3% from 52-week high, prior buys underperformed.

Director Michael Sean Hanley purchased 3,500 shares at $57.01 on 2025-05-05, increasing his holdings by 21.8% to 19,528 shares, while the stock trades at $55.89, approximately 45.3% below its 52-week high of $102.18. His cross-ticker track record shows 1 prior buy with an average 30-day return of -21.0%, and his prior LYB purchase on 2025-03-12 also posted a 30-day return of -21.0%, indicating a pattern of buys executed into weakness that have not recovered. The company's fundamentals show annual revenue decline of -2.0% year-over-year with net income of $177.0M on $7.7B revenue, and the stock has declined 27.4% over 90 days, suggesting this purchase occurs within a deteriorating technical and macro environment.

Director Michael Sean Hanley buys 3,750 shares of LYB at $72.05 for $270.2K, raising holdings 30.5%

Director Michael Sean Hanley purchased 3,750 shares at $72.05 on 2025-03-12, increasing his holdings from 12,278 shares to 16,028 shares—a 30.5% increase in position size. The purchase occurred near the lower end of the 52-week range ($72.19–$105.86), with the stock currently trading at $72.61, approximately 31.4% below its 52-week high. LyondellBasell reported quarterly revenue of $10.3B and net income of $573.0M, though annual revenue declined 2.0% year-over-year. The open-market purchase represents a material accumulation by a director at a depressed valuation within the annual range, though the company's recent top-line contraction warrants monitoring.

Director Buchanan Robin W.T. bought 5,000 shares of LYB at $76.06; stock down 29.4% from 52-week high.

Buchanan Robin W.T., a director of LyondellBasell, purchased 5,000 shares at $76.06 on 2024-12-13, increasing holdings by 38.0% to 18,175 shares. The transaction occurs as LYB trades 29.4% below its 52-week high of $105.86 and down 21.4% over 90 days, suggesting a purchase in the context of material price depreciation. The company's annual revenue declined 18.5% year-over-year, with net income of $573.0M on $10.3B in quarterly revenue, reflecting challenging fundamentals. Buchanan's prior sale at LYB on 2024-03-15 achieved a 90-day well-timed rate of 100%, meaning the stock fell after that sale, though the cross-ticker track record shows limited historical transaction volume (only 1 prior sell across all tickers) and mixed 90-day returns averaging -4.9%.