PRM Perimeter Solutions, Inc. Insider Trading

10% owner Windacre Partnership LLC sold 5,705,979 shares for $195,609,062.29 across 7 transactions June 26-30.

Windacre Partnership LLC, a 10% owner, executed 7 separate sales totaling 5,705,979 shares for $195,609,062.29 at prices ranging from $33.00 to $36.25, reducing its position by 26.1% from 21,854,600 to 16,148,621 shares. The company's latest quarter showed revenue of $125,069,000.00 and net income of $72,936,000.00, though full-year net income was negative despite annual revenue growth of 16.4%. The blended average sale price of $34.28 sits above the current price of $32.87, and the stock has declined 7.3% over 30 days and 13.9% from its 52-week high of $38.17, suggesting the sales occurred before recent weakness. The scale and multi-day execution of this divestiture by a major shareholder warrants investor scrutiny of the underlying motivations and any forward-looking implications for the business.

CEO Haitham Khouri sold 229,535 shares for $7,284,107.93 across 3 sales May 20-22 at $31.19–$34.09

Haitham Khouri, CEO of Perimeter Solutions, Inc., executed 3 separate sales totaling 229,535 shares for $7,284,107.93 at a blended average price of $31.73, reducing his holdings from 2,104,150 to 1,874,615 shares (a -10.9% reduction). The timing of these sales warrants attention: they were executed as the stock traded between $34.09 and $31.19, and the company reported a recent quarterly net income of $72,936,000.00 on revenue of $125,069,000.00, though it was unprofitable for the full fiscal year. Notably, across Khouri's cross-ticker track record, his prior 3 sells achieved a 100.00% well-timed rate at the 90-day mark (average 90d return -1.9%), and his 3 prior sales at PRM showed consistent patterns: all 3 were well-timed at the 90-day mark with negative returns (-1.7%, -3.0%, -0.8%). The current price of $31.10 reflects only a modest divergence from the transaction prices, but the historical consistency of Khouri's selling patterns at this ticker and his demonstrated track record of selling ahead of subsequent declines provide context for monitoring this filing's post-transaction price trajectory.

CFO Sable Kyle liquidates entire 49.5K share position in PRM across 3 separate sales for $1.6M on 2026-05-13

Sable Kyle, Chief Financial Officer of Perimeter Solutions, executed a complete liquidation of his shareholdings through 3 separate sales totaling 49,540 shares for $1,639,066.58 on 2026-05-13. The stock currently trades at $33.23, approximately -4.8% from its 52-week high of $34.89, having gained +22.4% over the past 30 days and +26.7% over the past 90 days. Among his prior 5 sales at PRM, four of the five trades (2026-05-12, 2026-05-11, 2026-05-08, and 2025-09-05) subsequently posted 90-day returns in the +1.2% to +7.9% range, with only one prior sale showing a 90-day decline (-19.0% on 2025-12-12). The complete elimination of his stake during a period of recent stock strength and near 52-week highs merits investor attention, particularly given that prior sales at this ticker have predominantly been followed by positive longer-term returns.

PRM President Emery Jeffrey sells entire remaining stake (53.5K shares) in 2 transactions for $1.8M; stock up 22.4% in 30 days

Emery Jeffrey, President of Global Fire Safety at Perimeter Solutions, executed 2 separate sales totaling 53,537 shares for $1,790,812.65 on 2026-05-13, reducing his holdings to zero. The sales occurred at $8.36 and $33.45 per share—the latter near the 52-week high of $34.89—as the stock has appreciated 22.4% over the prior 30 days and 26.7% over 90 days. Across his same-ticker history at PRM (4 prior sales), only 1 of 4 prior sales proved well-timed at the 90-day mark, suggesting limited predictive accuracy on this specific stock. The complete liquidation of a significant executive stake merits investor attention given the magnitude and the timing coinciding with recent strength, though the insider's cross-ticker timing record (25.00% well-timed rate) and fundamentals ($125.1M quarterly revenue, strong 16.4% annual growth) provide limited directional clarity on near-term outlook.

President exercises 146K shares and immediately liquidates entire position for nearly $4.8M in matched buy-then-sell pairs.

Emery Jeffrey, President of Global Fire Safety at Perimeter Solutions, exercised approximately 146,000 shares over two trading days and sold the full position through three separate transactions for a total disposition value near $4.8 million. Both transactions on each day paired an exercise (at below-market prices) with an immediate sale at prevailing market prices, creating a mechanical gain with no capital exposed. The stock is currently trading at its 52-week high after a significant recent rally, which means Jeffrey is exiting when the stock has appreciated most sharply. His single prior sale at this company, executed several months earlier, proved poorly-timed — the stock subsequently gained significantly — yet the current pattern replicates that same dynamic: selling into strength rather than into weakness. The company remains unprofitable on an annual basis despite recent quarterly earnings, putting this liquidation in the context of a financially stressed business that has nonetheless rallied sharply in recent weeks.

CFO executes three sales totaling $6.4M in May, offsetting simultaneous stock option exercises—net position unchanged after 36-month selling pattern.

Sable Kyle, Perimeter Solutions' Chief Financial Officer, executed a complex three-part sale strategy over four trading days in early May, liquidating roughly $6.4 million in shares. These sales were perfectly offset by stock option exercises occurring on the same dates, resulting in zero net change to her ownership—a common pattern for executives managing tax or liquidity around compensation vesting. What stands out is the scale: this filing adds three open-market sales to her 36-month record, bringing her total to five sales and zero open-market purchases, establishing a consistent pattern of liquidation. Her track record in this stock shows mixed timing results—one prior sale in late 2025 caught the stock before a decline (well-timed), while an earlier 2025 sale preceded a meaningful rally (poorly-timed)—leaving her credibility on exits unsettled. The stock currently trades near its 52-week highs after gaining sharply over the past month, which provides context for the timing: she is selling into strength after a substantial rally, though whether that marks a strategic exit or routine equity vesting remains ambiguous given the simultaneous exercises.

Director Thorndike sells 325,000 shares ($7.6M) over 3 days at $23.18–$23.85; stock down 21.4% from 52-week high, company unprofitable.

Director William N Thorndike Jr. executed 4 separate sales totaling 325,000 shares (325.0K shares) for $7,601,921.19 ($7.6M) at prices ranging from $23.18 to $23.85 between March 9–11, 2026. The sales reduced his holdings from 8.86M shares to 8.54M shares, a -3.7% reduction in his position. The stock is currently trading at $23.29, down 21.4% from its 52-week high of $29.64 and down 14.2% over the past 30 days, indicating a broader downward price trend. Perimeter Solutions is unprofitable (net income of $-90.7M on quarterly revenue of $315.4M) despite 16.4% annual revenue growth, suggesting operational challenges that may be weighing on valuation. The timing and volume of this multi-day sale, coupled with the company's loss position and recent price weakness, warrant investor attention to near-term guidance and earnings announcements.

Director William N Thorndike Jr sold 325,000 shares for $7,801,500.00 across three days amid -20.6% drawdown from 52-week high.

Director Thorndike executed three separate sales totaling 325,000 shares for $7,801,500.00 at prices ranging from $23.63 to $24.26 on March 4–6, 2026, reducing his holdings by 3.5% to 8,860,656 shares. The sales occurred while the stock was trading -20.6% below its 52-week high of $29.64 and -12.2% down over the prior 30 days, suggesting the director sold into a material decline. Perimeter Solutions reported a negative full-year net income of $-90,660,000.00 despite annual revenue growth of +16.4%, indicating the company remains unprofitable despite top-line expansion. The timing of these sales—during a significant drawdown and amid persistent unprofitability—may warrant investor scrutiny into whether they reflect updated assessments of the company's near-term trajectory.

General Counsel Yokozuka Noriko sold 137,500 shares (74.5% of holdings) for $3.9M at $28.44 as stock approaches 52-week high

Yokozuka reduced her position from 184,657 shares to 47,157 shares, a -74.5% reduction, at $28.44 per share. The sale occurs with the stock at $27.99, just -3.2% from its $28.90 52-week high, and after strong recent momentum (+10.5% in 30 days, +29.6% in 90 days). This large concentrated reduction by the General Counsel is notable given the company's unprofitable state: despite +74.2% annual revenue growth to $315.4M, net income was negative at $-90.7M over the full fiscal year. The combination of substantial position liquidation near multi-month highs alongside persistent operational losses presents a material data point for investors to evaluate against future guidance and capital allocation priorities.

CFO Sable Kyle sells entire 100,000-share position (100.0%) in PRM for $2.8M at $28.47; company unprofitable with -$90.7M net income.

Sable Kyle, Chief Financial Officer of Perimeter Solutions, sold his complete holding of 100,000 shares (100.0% of his pre-transaction position) for $2,847,000.00 on 2025-12-12 at $28.47 per share—within 1.5% of the 52-week high of $28.90, despite the stock trading -3.2% from that peak at current price $27.99. The sale is material in scale and represents a complete exit rather than a partial reduction. The company's fundamentals provide context: latest quarterly revenue is $315,443,000.00, but the firm posted net income of -$90,660,000.00 and was unprofitable over its most recent full fiscal year. Kyle's prior sell at PRM on 2025-09-05 was followed by +27.2% 90-day performance—indicating the stock rose after that prior exit, making it poorly timed. This current sale at near-peak pricing, combined with the company's persistent losses and negative profitability, merits investor scrutiny of the underlying business deterioration and executive confidence signals.