BLITZER MICHAEL

Director Michael Blitzer purchases 100,000 shares (13.4% increase) of USA Rare Earth at $21.44; stock up 82.0% in 30 days, near 52-week lows amid -$156.7M net loss.

Michael Blitzer, a director, acquired 100,000 shares at $21.44, expanding his holdings from 747,500 to 847,500 shares. The timing coincides with a sharp 30-day rally of +82.0%, though the stock remains 42.9% below its 52-week high of $38.68. The company is currently unprofitable with a net loss of $156,680,000.00, raising questions about whether the timing represents conviction or opportunistic entry at a depressed price point. Blitzer's prior open-market buys across all tickers averaged 30-day returns of +32.4%, suggesting some pattern of entering positions before gains; however, his sale at USAR on 2025-08-13 resulted in a 90-day return of +12.8%, indicating he exited before the recent rally. The buy occurs in a context of significant market volatility and deep losses, warranting investor attention to management's forward outlook and capital allocation during operational challenges.

Director Michael Blitzer bought 241,080 shares across two open-market transactions at avg $9.09 ($2.2M total), raising holdings 14.3% to 1.93M shares.

Michael Blitzer, a director at Intuitive Machines, made two separate open-market purchases totaling 241,080 shares for $2,190,434.96 between November 12–13, 2025, at a blended average price of $9.09. The stock now trades at $8.66, down 37.5% over the past 30 days and 62.5% below its 52-week high of $23.07. His prior trades at LUNR (3 sells in September 2024) showed mixed outcomes, with 90-day returns ranging from +43.1% to +67.0% but none well-timed by the metric that counts sells as successful when the stock falls afterward. The company generated $52.4M in revenue last quarter with a net loss of $6.8M and remains unprofitable on a full-year basis, though annual revenue growth reached 186.7%. The timing of this purchase coincides with significant recent downward price momentum, warranting close observation of whether this accumulation reflects conviction at depressed levels or other strategic considerations.

Director Michael Blitzer fully exits 2,091,849 shares of USAR at $15.75 ($32.9M), reaching zero post-transaction holdings.

Director Michael Blitzer executed a complete liquidation of his USAR position, selling 2,091,849 shares for $32,946,621.75 and holding zero shares post-transaction. The sale price of $15.75 sits at the lower end of the 52-week range ($5.75–$19.04), representing a 9.7% discount to the 52-week high despite the stock's recent momentum: +20.6% over 30 days and +76.0% over 90 days. Notably, Blitzer's cross-ticker track record shows a 0.00% well-timed rate on 3 prior sells with an average 90-day return of +51.2%, indicating his prior sales have been consistently poorly timed as subsequent rallies materialized. The company faces significant financial headwinds with net income of $-142,506,000.00, adding material context to the exit of a director's entire equity stake.

LUNR Director Blitzer sold 912,673 shares ($7.7M) at $8.39 avg; reduced holdings 52.9% in 3 separate sales.

Michael Blitzer, a director at Intuitive Machines, executed 3 separate sales totaling 912,673 shares for $7,660,648.55, reducing his post-transaction holdings to 812,865 shares (a 52.9% reduction). The sales occurred at blended average price of $8.39, while the stock currently trades at $9.15 after a 70.1% move higher over the past 30 days and 150.0% gain over 90 days. The size and pace of this divestiture—effectively halving his stake over two trading days—merits investor attention given the stock's recent momentum and historically volatile 52-week range of $2.11–$10.99. This represents a material reduction in insider ownership and should be evaluated in context of company fundamentals: Q-latest revenue of $41,408,000.00 with net income of $18,280,000.00, though annual revenue has contracted 7.5% year-over-year.