MP MP Materials Corp. / DE Insider Trading

COO Michael Rosenthal buys 10,000 MP shares at $54.30 amid -45.8% decline from 52-week high, stock down 19.5% in 30 days

Michael Stuart Rosenthal, Chief Operating Officer, purchased 10,000 shares at $54.30 on 2026-06-09, increasing his holdings from 126,622 to 136,622 shares (+7.9%). The transaction occurs when MP trades at $54.30, currently 45.8% below its 52-week high of $100.25 and down 19.5% over the prior 30 days. At the company level, MP shows revenue growth of +10.1% year-over-year but remained unprofitable, posting net income of $-8.0M on quarterly revenue of $90.6M. Rosenthal's prior trades at MP show a mixed 90-day record (4 of 5 well-timed at the 90-day mark, though his most recent buy on 2026-05-20 returned -4.1% over both 30 and 90 days), whereas his cross-ticker track record shows more favorable outcomes on buys (avg 90d return +32.1%, 50% win rate). The purchase during a pronounced recent drawdown warrants monitoring for whether it reflects incremental confidence or a routine rebalancing within executive compensation cycles.

MP Materials CEO James H. Litinsky sold 185,167 shares for $12,801,854.83 on 2026-06-03; stock down 41.0% from 52-week high.

James H. Litinsky (Chairman and CEO) executed 3 separate sales totaling 185,167 shares for $12,801,854.83 on 2026-06-03, with individual transaction prices ranging from $68.65 to $71.31 and a blended average of $69.14. The current stock price of $59.18 is down 41.0% from the 52-week high of $100.25 and down 18.5% over the past 30 days, positioning this sale above recent market levels. Despite retaining 11,620,798 shares (11.62M shares) post-transaction—a modest -1.6% reduction in holdings—the timing relative to price momentum warrants attention. His same-ticker history at MP shows only 1 of 5 prior sells were well-timed at the 90-day mark, and his cross-ticker track record shows 20 prior sells with a 40.00% well-timed rate and average 90-day return of +9.0%, indicating inconsistent timing precision. The company's fundamentals show continued unprofitability (net income: $-7,968,000.00 for the latest quarter) despite revenue growth of +10.1% year-over-year, creating a context of operational losses alongside this material insider disposition.

CEO James H. Litinsky sold 400,000 shares (3.3% of pre-transaction holdings) for $26,225,224.61 across 9 sales May 27-29, blended at $65.56

James H. Litinsky (Chairman and CEO) executed 9 separate sales totaling 400,000 shares for $26,225,224.61 between May 27-29, 2026, at prices ranging from $64.67 to $68.18 and a blended average of $65.56. This represents a 3.3% reduction in his pre-transaction holdings of 12,205,965 shares. The stock currently trades at $64.70, down 35.5% from its 52-week high of $100.25 but up 5.6% over the past 30 days and 9.9% over 90 days. The company reported negative net income of $-8.0M in its latest quarter despite 10.1% annual revenue growth, indicating operational strain despite topline expansion. Litinsky's cross-ticker track record shows a 90-day well-timed rate of 40.00%, suggesting his prior sells occurred before stock declines only 40% of the time; his same-ticker history at MP reveals only 1 of 5 prior sales were well-timed at the 90-day mark, with mixed recent outcomes (negative 90-day returns on 2 of his last 5 MP sales). The multi-day sale pattern and material dollar volume warrant close observation of subsequent earnings and operational performance given the unprofitable backdrop.

COO Michael Stuart Rosenthal buys 17,000 MP shares at $56.62; stock -43.6% from 52-week high of $100.25

Michael Stuart Rosenthal purchased 17,000 shares at $56.62, increasing his holdings to 1,333,673 shares. The stock has declined 43.6% from its 52-week high of $100.25 and is down 14.7% over the past 30 days. At the same ticker, Rosenthal's prior trades show a 4 of 4 pattern of well-timed outcomes at the 90-day mark: the buy on 2024-08-06 generated a 90d return of +68.4%, and the three separate sells on 2025-08-29 produced 90d returns of -17.9%, -17.1%, and -15.8% respectively, all confirming downside correctly anticipated. The company reported a net loss of $7,968,000 over its most recent full fiscal year despite 10.1% annual revenue growth, creating a mixed financial backdrop for the purchase.

MP Materials CEO Litinsky sells 300.0K shares for $19.6M at blended avg $65.45, retaining 12.21M shares post-transaction.

Chairman and CEO James H. Litinsky sold 300,000 shares across four transactions at prices ranging from $64.93 to $67.12, generating $19,634,359.10 at a blended average of $65.45 — a significant premium to the current price of $60.31. This sale occurred while the stock sits -39.8% from its 52-week high of $100.25, and against a backdrop of an unprofitable company reporting net income of $-8.0M on revenue of $90.6M. His prior 5 sells at MP specifically show a 5 of 5 well-timed rate at the 90-day mark, meaning the stock declined after each of those transactions in retrospect. His cross-ticker track record across 20 prior sells shows a 90-day well-timed rate of 55.00%, making the MP-specific pattern notably stronger than his broader historical average.

General Counsel of MP Materials sells ~11% of holdings; stock down from 52-week highs as company remains unprofitable despite revenue growth.

Hoops Elliot Dean, General Counsel and Secretary, sold shares worth over half a million dollars, reducing his stake by a meaningful amount. The timing coincides with the stock trading well below its 52-week high, suggesting the sale came during a pullback rather than at peak valuations. Dean's prior sales at this company show mixed results—two of his three previous exits saw the stock subsequently rise, meaning those sales were poorly timed, but his most recent sale was followed by the stock gaining over the next quarter. The current sale marks his fourth disposal at this company and his twelfth open-market sale overall in the past three years, continuing a pattern of systematic selling with no open-market buys during that period. MP Materials remains unprofitable despite strong revenue growth, which adds complexity: the company is expanding rapidly but not yet generating profits, a profile that can reward both patient long-term holders and cautious sellers depending on execution.

MP Materials CFO Corbett Ryan sells $1.5M in shares, continuing a pattern of dispositions with mixed prior outcomes.

Corbett Ryan, the CFO of MP Materials, sold 20,000 shares worth $1.5 million on a single date, reducing his stake by roughly 15.5% — a material reduction for a C-suite officer. This is his ninth open-market trade in the past three years, and all nine have been sales with no open-market purchases. His prior sells at this ticker show conflicting timing signals: well-timed in the near term (stock declined in the month following two of his five prior sales) but poorly-timed over a longer period (the stock gained after all five of his previous exits). The stock is currently trading well below its 52-week high despite a meaningful rally over the past month, leaving context unclear about whether this sale represents conviction about near-term weakness or simply portfolio management in a company that remains unprofitable despite strong revenue growth. This trade warrants attention primarily because it continues an uninterrupted pattern of dispositions by someone with direct operational knowledge, yet his historical timing has been inconsistent.

MP Materials CEO James Litinsky sold 300,000 shares for $19,209,816.42 under 10b5-1 plan; retains 12,505,965 shares post-sale

James Litinsky, Chairman and CEO of MP Materials Corp., executed 2 separate sales totaling 300,000 shares for $19,209,816.42 across April 17–20, 2026, at a blended average price of $64.03. Post-transaction holdings stand at 12,505,965 shares, representing a 2.3% reduction from his prior 12,805,965 shares. This transaction was conducted pursuant to a pre-arranged 10b5-1 trading plan adopted on 2025-09-16, meaning the sales were scheduled and systematic rather than discretionary. The large absolute dollar volume ($19.2M) reflects the CEO's substantial equity stake, though the proportional holding reduction remains modest, and the scheduled nature removes timing-based inference from the trade.

MP Materials CFO Corbett Ryan sold 46,000 shares at $60.00 on 2026-03-17, reducing stake 26.3%; stock now $59.30

Corbett Ryan (Chief Financial Officer) sold 46,000 shares (46.0K shares) for $2,760,000.00 ($2.8M) at $60.00, reducing his holdings from 175,017 to 129,017 shares—a 26.3% reduction in position size. The sale occurred near the 52-week high of $98.65; the stock has since declined 39.9% from that peak and currently trades at $59.30, 1.7% below the transaction price. MP Materials is unprofitable (net income $-41,780,000.00 with latest quarterly revenue of $53,553,000.00) despite 10.1% annual revenue growth. Across his cross-ticker track record, Ryan's prior 8 open-market sells averaged a 90-day return of +5.4% (poorly timed outcomes), though his same-ticker history at MP shows mixed results with 0 of 5 prior sells achieving negative 90-day returns (the timing criterion for well-executed sales).

General Counsel Hoops Elliot Dean sold 13,914 shares of MP Materials at $60.01 on 2026-03-16, reducing holdings by 18.6%.

Hoops Elliot Dean, General Counsel and Secretary, sold 13,914 shares at $60.01 on 2026-03-16, with the stock subsequently declining to $59.30 (a -39.9% drop from its 52-week high of $98.65). This represents an 18.6% reduction in his post-transaction holdings to 61,053 shares. His cross-ticker track record shows 2 prior sells with an average 90-day return of +35.2%, though his 90-day well-timed rate across all tickers stands at 0.00%, indicating prior sells did not precede declines. At MP specifically, he has executed 2 prior sales (2026-01-20 and 2024-11-15), with the earlier 2024-11-15 sale followed by a +35.2% 90-day return—suggesting that insider does not consistently sell before downturns. The company posted a $-41.8M net income in the latest quarter despite $53.6M in quarterly revenue and 10.1% annual revenue growth, and carries a $10.5B market cap while remaining unprofitable on a full-year basis.