MP MP Materials Corp. / DE Insider Trading

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.