SND Smart Sand, Inc. Insider Trading

Ronald P Whelan buys 4,444 shares of SND at $4.50; extends pattern of well-timed buys with 100% 90-day win rate.

Ronald P Whelan purchased 4,444 shares of Smart Sand at $4.50 on 2026-05-29, expanding his holdings to 472,941 shares. His two prior purchases at this ticker, on 2025-11-28 and 2025-11-26, both generated positive 90-day returns (+74.6% and +81.0% respectively), establishing a pattern of well-timed entry points at SND. His cross-ticker track record reinforces this pattern: 2 prior open-market buys averaged +77.8% 90-day return with a 100.00% win rate. The current stock price of $4.77 sits -18.3% from the 52-week high and reflects a 30-day pullback of -11.5%, creating a reentry context that aligns with his previous successful timing patterns at this security.

Director Porcelli sells 250,000 shares at $4.02-$4.03 for $1.0M (22.3% of holdings)

Porcelli Francis Michael, Director of Smart Sand, Inc., executed 2 separate sales totaling 250,000 shares for $1,006,000.00 on March 4-5, 2026, at prices of $4.03 and $4.02 respectively. This disposition reduced his holdings from 1,119,060 shares to 869,060 shares, a 22.3% reduction of his pre-transaction stake. The sales occurred near the stock's 52-week high of $5.47, with the current price at $4.10 representing a -25.0% drawdown from the year's peak. Given the director's minimal historical transaction activity (1 prior buy across all tickers), this sale marks a material shift in his engagement with the company. The stock's recent 30-day performance of -16.5% and elevated valuation metrics (P/E of 82.00) provide context for evaluating the timing and scale of the disposition.

Ronald P. Whelan buys 7,658 shares at blended $2.92 across 2 transactions; stock up 51.6% in 30 days.

Ronald P. Whelan purchased 7,658 shares across two separate transactions totaling $22,384.77, increasing his holdings from 449,608 shares to 457,266 shares. The purchases occurred at $2.94 (3,333 shares on 2025-11-26) and $2.91 (4,325 shares on 2025-11-28), with a blended average of $2.92 per share. The current price of $3.26 reflects a gain of approximately 12% from the transaction prices, and the stock has risen 51.6% over the prior 30 days and 68.0% over 90 days, placing it at its 52-week high. While the company shows modest fundamentals—annual revenue growth of 5.2%, net income of $3,002,000.00, and a P/E ratio of 36.22 on a market cap of $141,952,761.92—the sharp recent price appreciation and multiple rounds of accumulation by this insider warrant monitoring for continued momentum or potential pullback risk.

CEO Charles Edwin Young bought 39,031 shares across 3 days (Sep 3-5) at $1.91 avg, adding 2.7% to holdings at SND.

CEO Charles Edwin Young executed 3 separate purchases totaling 39,031 shares for $74,420.62 over September 3–5, 2025, at a blended average price of $1.91, raising his position from 1,438,597 to 1,477,628 shares. The stock currently trades at $1.90, near the transaction prices and well below the 52-week high of $2.68 (down -29.1%). Young's prior same-ticker history shows 3 buys on 2025-08-19, 2025-08-18, and 2025-08-15, all too recent for 90-day outcome measurement, and his cross-ticker track record spans only 3 prior open-market buys with no measurable timing pattern yet established. The company's fundamentals show recent quarterly revenue of $85,770,000.00 with net income of $21,396,000.00, though the P/E of 95.00 reflects elevated valuation relative to current earnings.

Smart Sand CEO Young buys 50,000 shares over 3 days for $95,781.50; holdings rise to 1.44M shares (+3.6%)

CEO Charles Edwin Young executed 3 separate purchases totaling 50,000 shares for $95,781.50 ($1.92 blended average) between August 15–19, 2025. The current stock price of $1.95 is -27.2% from the 52-week high of $2.68, positioning the CEO's purchases near recent lows. Young's post-transaction holdings of 1.44M shares represent a 3.6% increase, demonstrating material capital deployment into the company's equity. While the company reports positive fundamentals (quarterly net income of $21.4M, annual revenue growth of +5.2%), the elevated P/E ratio of 97.50 and the stock's downward trajectory from its 52-week peak warrant attention to whether this accumulation reflects conviction in near-term recovery or represents routine rebalancing.