Insider Cluster (2 insiders) ·Filed May 30, 2026

MP

MP Materials Corp. / DE
MIXED
Impact 4/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $2.5M total
Actionable Insight ◆ Mixed

The COO's open-market buy at $56.62 is a modest bullish signal from operations leadership, but the CEO's larger sales at higher prices dilute its impact. Given the trivial dollar amounts relative to market cap, this cluster is not a strong directional signal. Monitor for any 8-K filings or earnings pre-announcements that could explain the divergence in insider behavior.

DirectionMixed
Confidencemedium
Horizondays
Final — all horizons settled through T+60d
MP ▼ -13.16% at T+60d
NEUTRAL call ✗ call lost -13.16% · α vs SPY -14.39% · entry $69.29 → $60.17
Entry anchored
May 29, 2026
via day open
T+1d
+4.26%
call +4.26% · α +4.11%
$72.24
settled 4mo ago
T+5d
-14.59%
call -14.59% · α -11.84%
$59.18
settled 4mo ago
T+20d
-19.17%
call -19.17% · α -17.87%
$56.01
settled 3mo ago
T+60d
-13.16%
call -13.16% · α -14.39%
$60.17
settled 5w ago

Price Chart

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Executive Summary

MP Materials CEO James Litinsky sold $2.11M of stock over three days (May 27-29), while COO Michael Rosenthal bought $963K worth on May 20. The CEO sales total ~0.018% of MP's $11.9B market cap — trivial in proportion — but the cluster includes a C-suite buy, creating a mixed signal. The COO's open-market purchase at $56.62 (below the CEO's sale prices of $65-68) suggests internal conviction at lower levels, while the CEO's sales are routine diversification at elevated prices.

Key Financial Metrics

Direction
mixed
Total Value
$2.5M
Insiders
2

Key Facts

  • CEO James Litinsky sold 31,773 shares total for $2.11M across three days (May 27-29) at prices $65.13-$68.18
  • COO Michael Rosenthal bought 17,000 shares for $963K on May 20 at $56.62 — an open-market purchase
  • Total insider sales of $2.11M represent ~0.018% of MP's $11.9B market cap — immaterial by proportionality standards
  • COO's purchase at $56.62 is 13-17% below CEO's sale prices, suggesting a potential value zone
  • Recent 30d insider activity shows 1 buy ($963K) and 7 sells ($11.6M) — the cluster adds to a net selling pattern

Financial Impact

CEO sales of $2.11M are trivial relative to $11.9B market cap; COO purchase of $963K is also small but notable as a C-suite open-market buy

insider ownershipdilution

Risk Factors

  • CEO continued selling could signal peak-price sentiment or personal diversification needs
  • COO's single purchase may be a one-off and not indicative of broader insider conviction
  • No material insider buying from other C-suite members to confirm the COO's signal

Market Snapshot

Exchange
NYSE
Sector
Metal Mining
Analyst Consensus
92% bullish (26 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MP-1780102822048
8 reports for MP
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MP — sortable, filterable
TypeNow
Jun 12, 2026
16w ago
Institutional Cluster
MIXED ★ 5/10
$57.55 $55.37▼ −3.79%▼ −7.05%$46.97 (−18.38%)
Jun 10, 2026
16w ago
Insider Cluster
MIXED ★ 4/10
$53.45 $53.78▲ +0.62%▼ −5.96%$46.97 (−12.12%)
May 30, 2026
17w ago
Insider Cluster
MIXED ★ 4/10
$69.29 $60.17▼ −13.16%▼ −14.39%$46.97 (−32.21%)
May 21, 2026
19w ago
Insider Cluster
MIXED ★ 5/10
$61.74 $58.51▼ −5.23%▼ −9.53%$46.97 (−23.92%)
May 13, 2026
20w ago
144
BEARISH ★ 6/10
$60.31 $54.66▲ +9.37%▲ +12.96%$46.97 (+22.12%)
May 8, 2026
21w ago
Insider Cluster
BEARISH ★ 5/10
$67.43 $47.47▲ +29.60%▲ +34.44%$46.97 (+30.34%)
May 8, 2026
21w ago
Insider Cluster
MIXED ★ 5/10
$67.43 $47.47▼ −29.60%▼ −34.44%$46.97 (−30.34%)
Apr 24, 2026
23w ago
DEFA14A
NEUTRAL ★ 2/10
$64.92 $45.68▼ −29.64%▼ −34.41%$46.97 (−27.65%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (64h 36m)

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Report published May 30, 2026