MGPI MGP INGREDIENTS INC Insider Trading

10% owner Kaplan sells 60,000 shares at $18.00 avg; stock -44.3% from 52-week high, company unprofitable.

Kaplan Caroline Lux, a 10% owner, executed 2 separate sales totaling 60,000 shares for $1,080,048.00 at a blended average price of $18.00 on 2026-05-26 and 2026-05-27. Post-transaction holdings of 470,958 shares represent an 11.3% reduction from prior holdings. The sales occur in the context of significant fundamental deterioration: the company reported revenue of $106,427,000.00 (latest quarter) but net income of -$134,804,000.00, with annual revenue declining 23.8% and market cap of $397,077,583.46 reflecting an unprofitable company. At the transaction prices of $18.00, the stock was trading substantially below its 52-week high of $33.38 (-44.3%), though at a slight premium to the current price of $18.58. Kaplan's prior trades at MGPI show poor 90-day timing: only 1 of 5 prior sales resulted in subsequent stock declines, with 4 of 5 followed by gains, suggesting sub-optimal exit execution at this ticker historically.

Director Seaberg sells 304,535 shares in 9 transactions (89.6% of holdings) for $7,508,591.78

Director Karen Seaberg conducted 9 separate sales totaling 304,535 shares for $7,508,591.78 between 2025-12-08 and 2025-12-10, reducing her holdings from 339,820 shares to 35,285 shares. This represents a -89.6% reduction in her position at a blended average price of $24.66. The multi-day sell execution occurred while the stock trades at $26.35, -43.5% below its 52-week high of $46.63, suggesting the insider disposed of a near-total stake at prices significantly depressed from recent peaks. Her cross-ticker track record shows 18 prior sells with an 83.33% well-timed rate at the 90-day mark, though at MGPI specifically her prior 5 trades were mixed (2 of 5 well-timed 90-day outcomes). Against a backdrop of -15.9% annual revenue decline and the stock down -7.0% over 90 days, this concentrated liquidation of a director's position warrants scrutiny into her conviction and forward outlook.

Kaplan (10% Owner) sold 60,000 MGPI shares for $1,413,853.85; holds 530,958 shares post-sale as stock down 54.3% from high.

Caroline Lux Kaplan, a 10% owner, executed 4 separate sales over two days (2025-11-18 to 2025-11-19) totaling 60,000 shares for $1,413,853.85 at an average price of $23.56, reducing her holding by 10.2% to 530,958 shares. The timing is notable given recent price weakness: the stock is trading at $22.69, down 54.3% from its 52-week high and down 24.8% over the past 90 days, while the company's annual revenue declined 15.9% year-over-year. Her prior trades at MGPI showed a 100% well-timed rate on measurable 90-day outcomes (2 of 2 prior sells occurred before subsequent declines), though her cross-ticker track record across all open-market transactions shows a 100% well-timed sell rate with an average 90-day return of -16.8%. The current sale at $23.56 occurs in a depressed price environment relative to recent history, while the company reports a P/E of 14.54 on net income of $15.4M against quarterly revenue of $130.9M.

Director Lux Donn S. sold 100,000 shares at blended $32.71 for $3.3M; stock down 64.7% from $91.87 52-week high.

Lux Donn S. executed 2 separate sales totaling 100,000 shares for $3,270,955.00 on May 13–14, 2025, at an average price of $32.71. The transaction reduces his holdings from 2,538,264 shares to 2,438,264 shares, a -3.9% reduction in position size. The timing is notable: MGPI trades at $32.41 currently, only -64.7% below its 52-week high of $91.87, and has experienced -15.9% annual revenue decline with negative net income of $-3,024,000.00. At the same-ticker level, Donn's 5 prior sales at MGPI show mixed post-sale returns (ranging from -13.4% to +5.5% at 90 days), with 0 of 3 measurable trades well-timed by the 90-day benchmark. This sale occurs in a period of compressed valuation (P/E 62.33 on negative earnings) against a backdrop of operational headwinds.

10% owner Kaplan Caroline Lux sells 46,231 shares (46.2K) for $1,540,335.25 at blended avg $33.32; prior MGPI trades 100% well-timed.

Kaplan Caroline Lux, holding 590,958 shares post-transaction (a 7.3% reduction from pre-transaction holdings of 637,189 shares), executed 2 separate sales totaling 46,231 shares for $1,540,335.25 at a blended average price of $33.32, substantially above the current price of $32.89. The stock is down 64.2% from its 52-week high of $91.87, though it has recovered 16.2% over the past 30 days. Notably, Kaplan's 5 prior sales at MGPI—all conducted in July 2023—were well-timed at the 90-day mark in every instance, with negative 90-day returns of -15.5%, -16.0%, -16.5%, -14.9%, and -17.0%, indicating the stock declined following each sale. MGPI's fundamentals show quarterly revenue of $121,653,000.00, a net loss of $-3,024,000.00, and annual revenue contraction of -15.9%, with a compressed valuation at P/E 63.25 despite negative earnings. The current sale occurs as the stock has rebounded from deeper lows, and the insider's historical accuracy at timing exits at this ticker—a 100% success rate across 5 prior open-market sales—provides context for evaluating this transaction.

Director Roper Martin purchased 15,000 shares of MGPI at $33.10 on 2025-05-08, expanding holdings 471.7%.

Roper Martin, a director of MGP Ingredients, acquired 15,000 shares at $33.10, increasing his ownership from 3,180 shares to 18,180 shares—a substantial 471.7% increase in his stake. The stock currently trades at $32.93, down 64.2% from its 52-week high of $91.87, suggesting the purchase occurred at a depressed price level relative to recent peaks. However, context on the company's fundamentals is concerning: the latest quarter showed negative net income of $-3.0M, annual revenue contracted by 15.9% year-over-year, and the P/E ratio of 63.33 indicates stretched valuation relative to marginal or absent earnings. While the director's cross-ticker track record shows 100.00% well-timed selling outcomes, that measures prior dispositions across all holdings, not necessarily predictive of current-ticker buy timing or company recovery prospects. The transaction itself is discretionary and open-market, but must be weighed against the company's apparent operational headwinds.

MGPI Director Karen Seaberg sells 58,903 shares for $1,671,415.34 via scheduled 10b5-1 plan

Karen Seaberg, Director at MGP INGREDIENTS INC, executed 3 separate sales totaling 58,903 shares for $1,671,415.34 at a blended average price of $28.38 on 2025-04-01. This transaction reduced her holdings by 34.0%, from 173,108 shares to 114,205 shares post-transaction. The transaction was conducted pursuant to a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. As a scheduled disposition under a pre-arranged plan, this sale reflects a pre-planned capital allocation decision rather than a market-timing judgment or response to near-term stock price movements.

Director Karen Seaberg sold 67,708 shares (19.3% of holdings) for $2.1M via 10b5-1 plan

Director Karen Seaberg executed 7 separate sales totaling 67,708 shares for $2,069,563.81 on March 12-13, 2025, reducing her holdings from 351,277 shares to 283,569 shares. This transaction is part of a pre-arranged 10b5-1 trading plan and therefore reflects scheduled, not discretionary, activity. The blended average sale price was $30.57 across the multiple tranches, with no external context provided regarding company fundamentals, earnings, or market conditions that would suggest this reflects a deliberate signal beyond plan execution.

Director Lux Donn sold 100,000 shares at blended $31.66 on 2025-03-11; stock now $30.52, down 34.6% in 90 days.

Director Lux Donn executed two separate sales totaling 100,000 shares for $3,166,482.61 on 2025-03-11, reducing holdings from 2.64M to 2.54M shares. The sale occurred at prices ($31.50 and $32.35) that now appear elevated relative to the current price of $30.52, which sits 66.8% below the 52-week high of $91.87. Across his prior trades at MGPI, Donn's selling pattern has consistently preceded modest rallies: his 5 prior same-ticker sales all posted positive 90-day returns (range +1.9% to +5.5%), indicating none were well-timed to precede declines. This filing's timing is notable in that it occurred at the inflection point of a sharp drawdown—the stock has fallen 34.6% in the 90 days since, and 6.5% in just 30 days post-transaction. While Donn's cross-ticker track record shows a 12.50% well-timed rate (16 prior sells, average 90d return +18.4%), his same-ticker history at MGPI demonstrates zero well-timed exits despite consistent selling activity. The company's fundamentals show contraction—annual revenue growth declined 15.9%—which may provide context for the broader stock weakness but does not directly inform this transaction's timing relative to the insider's own prior patterns.

Director Karen Seaberg sold 156,407 shares for $5.0M (14 separate sales) and bought 5,348 shares for $174.3K via scheduled 10b5-1 plan on 2025-03-10 and 2025-03-11

Director Karen Seaberg executed 14 separate sales totaling 156,407 shares for $4,996,172.30 across March 10–11, 2025, offsetting a single purchase of 5,348 shares for $174,291.32 on March 11. Net effect: reduction of 151,059 shares, or 30.2% of her pre-transaction holdings. This activity is part of a pre-arranged 10b5-1 trading plan, meaning the transactions were scheduled in advance and do not reflect discretionary timing. The sales occurred at prices ranging from $31.49 to $35.10 per share, while the purchase occurred at $32.59, reflecting contemporaneous market conditions during the two-day window. Post-transaction holdings stand at 349,222 shares, down from 500,281 shares.