LUMINUS MANAGEMENT LLC
Insider
First SEC filing: April 6, 2026 · Latest: April 6, 2026
Institution
Insider transactions
0 buys (P)
5 sells (S)
Net: $-10,618,015
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 2, 2026 | 1282648 | J | 379,559 | · | · | 1,626,949 Indirect | -18.92% | Disposed | |
| March 31, 2026 | 1282648 | S | 336,791 | $4.33 | $1,458,305 | 2,006,508 Indirect | -14.37% | Disposed | |
| March 31, 2026 | 1282648 | S | 872,586 | $3.85 | $3,359,456 | 2,343,299 Indirect | -27.13% | Disposed | |
| March 30, 2026 | 1282648 | S | 13,330 | $13.78 | $183,687 | 0 Indirect | -100.00% | Disposed | |
| March 30, 2026 | 1282648 | S | 131,291 | $13.78 | $1,809,190 | 0 Indirect | -100.00% | Disposed | |
| March 30, 2026 | 1282648 | C | 7,803 | · | · | 9,408 Indirect | +486.17% | Acquired | |
| March 30, 2026 | 1282648 | C | 1,800,000 | · | · | 3,215,885 Indirect | +127.13% | Acquired | |
| March 30, 2026 | 1282648 | S | 681,105 | $5.59 | $3,807,377 | 1,415,885 Indirect | -32.48% | Disposed | |
| March 24, 2026 | 1282648 | J | 4,054,458 | · | · | 2,096,990 Indirect | -65.91% | Disposed |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 30, 2026 | 1282648 | Cash-Settled Total Return Swaps | Common Stock | · | Oct. 12, 2029 | 13,330 | Disposed |
| March 30, 2026 | 1282648 | Cash-Settled Total Return Swaps | Common Stock | · | Dec. 13, 2027 | 131,291 | Disposed |
| March 30, 2026 | 1282648 | Series A-2 Redeemable Convertible Preferred Stock | Common Stock | · | · | 7,803 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).