Michael Stuart Rosenthal

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.

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 COO Michael Rosenthal sells 150,000 shares for $10.8M across 3 trades on 2025-08-29

Michael Rosenthal, Chief Operating Officer of MP Materials Corp., executed 3 separate sales totaling 150,000 shares (150.0K shares) for $10,802,838.29 on 2025-08-29, reducing his holdings by -10.5% from 1,434,409 to 1,284,409 shares. The sales occurred at prices ranging from $71.48 to $73.23, with a blended average price of $72.02, occurring near the 52-week high of $76.58 (currently at -7.1% from that peak). Against his prior trades at MP Materials, Rosenthal's buy timing has been poor: only 1 of 5 prior buys showed positive 90-day returns, and his cross-ticker track record shows a 25.00% 90-day win rate on buys, suggesting limited timing acuity. The company's fundamentals present headwinds—revenue growth declined -19.6% year-over-year, the company is unprofitable with net income of $-30,872,000.00 for the latest quarter, and the 90-day price surge of +226.5% may have created a tactical exit opportunity after sustained momentum gains.

MP Materials COO Michael Rosenthal bought 30,000 shares at $10.84 as stock down 53.0% from 52-week high; prior same-ticker buys show 0 of 5 well-timed at 90-day mark.

Rosenthal acquired 30,000 shares on 2024-08-06 at $10.84, increasing his holdings from 1,372,975 to 1,402,975 shares—a 2.2% addition to an already substantial position. The timing context is concerning: MP's stock has declined 53.0% from its 52-week high of $23.36 and fallen 32.0% over the past 90 days, creating a depressed price environment. His track record at this specific ticker offers limited reassurance—across 5 prior buys at MP (all in May 2023), none achieved positive 90-day returns, with outcomes ranging from -0.4% to -9.0%, suggesting this insider's historical entries have not preceded recovery periods. The company's fundamentals reflect significant operational stress: annual revenue declined 52.0% year-over-year to $31.3M in the latest quarter, and net income stands at -$34.1M, indicating substantial current losses despite a market capitalization of $1.8B. This purchase occurs against a backdrop of deteriorating market momentum and unproven timing acumen at this ticker.