Insiders Trades
Perimeter Solutions, SA Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 01 Jul 2025.
Perimeter Solutions, SA: what insiders have been doing
Perimeter Solutions, SA belongs to the Chemicals & Materials sector. Filings by its managers are published through SEC (Form 4). 10 insiders have disclosed 25 filings since 18 October 2025.
No insider bought on the market over the period, while 3 insiders filed 10 sales totalling €177.8M. At €69.5M, the sale published on 13 July 2026 by Windacre Partnership LLC is the largest of the period (1.4% of market cap).
Compared with its exchange (5,458 companies, median 22 filings), a count of 25 filings is above the norm. Over the whole record (from 2021), the tally stands at 11 purchases and 17 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 652.9 m USD and net income at -206.4 m USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
In the same sector, recent insider purchases at Culp Inc and Gold.com, Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
88
Thresholds
n/a
Buy Volume
€27M
11 ops. · all time
Sell Volume
€183M
17 ops. · all time
Who traded when
BuySaleWindacre Partnership LLC7 sales
Vivek Raj5 sales
William N. Thorndike Jr.2 sales
Jeffrey Emery1 sale
Tracy Britt Cool1 sale
WindAcre Partnership Master Fund, LP1 buy
Since the insiders bought
- +122.1%Entry US$15.27 · Close at T+365 US$33.92
- -36.5%Entry US$9.75 · Close at T+365 US$6.19
- -13.2%Entry US$12.25 · Close at T+365 US$10.63
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Perimeter Solutions, SA Buy (bullish), based on 4 analysts. Average price target: US$41.50.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,615 of 24,148 companies
36.3
score / 100
Value42
Quality31
FCF yld4.3%
Earn yld-4.6%
EV/EBITDA·
ROE-31%
Gross mgn57%
Net mgn-32%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$27.30
Analyst consensus
4 analystsBuy
US$38.00Target US$41.50(+52%)US$48.00
Income statement
RevenueUS$652.9M
Gross profitUS$375.2M57% margin
EBITDA-US$123.1M-19% margin
Net income-US$206.4M-44.9% margin
Valuation
PER (forward)14.9x
P/Book4.4x
Beta1.92
Balance sheet & cash
Market capUS$4.5B
Total debtUS$707.1M
Free Cash FlowUS$193.3M
Debt / Equity135%
Profitability & ownership
ROE-30.9%
ROA-8.1%
% insiders9.0%
% institutions87.0%
Last declaration on 13 July 2026
Declarations88 total
20,000 shares@ US$36.250.013% mcap0.4% of flowOrdinary sharesSEC:0000919574-26-004413:3
548,479 shares@ US$34.510.34% mcap9.7% of flowOrdinary sharesSEC:0000919574-26-004413:4
150,000 shares@ US$34.980.094% mcap2.7% of flowOrdinary sharesSEC:0000919574-26-004413:1
1,875,000 shares@ US$33.901.38% mcap32.4% of flowOrdinary sharesSEC:0000919574-26-004413:6
378,600 shares@ US$36.220.25% mcap7.0% of flowOrdinary sharesSEC:0000919574-26-004413:0
2,296,400 shares@ US$34.401.41% mcap40.5% of flowOrdinary sharesSEC:0000919574-26-004413:2
437,500 shares@ US$33.000.31% mcap7.4% of flowOrdinary sharesSEC:0000919574-26-004413:5
53,537 shares@ US$33.450.028% mcap37.6% of flowCommon StockSEC:0001926809-26-000006:1
49,540 shares@ US$8.360.0065% mcap29.5% of flowCommon StockSEC:0002001580-26-000006:0
53,537 shares@ US$8.360.0070% mcap9.4% of flowCommon StockSEC:0001926809-26-000006:0
3,480,640 shares0Common StockSEC:0001352573-26-000006:0
1,000,000 shares0Common StockSEC:0001352573-26-000004:0
90,043 shares@ US$23.1841.0% of flowCommon StockSEC:0001437827-26-000007:0
125,000 shares@ US$24.2659.0% of flowCommon StockSEC:0001437827-26-000004:0
65,843 shares0Common StockSEC:0001646517-26-000006:0
5,582,492 shares0Common StockSEC:0001437827-26-000002:0
5,582,492 shares0Common StockSEC:0001352573-26-000002:0
1,600,317 shares0Common StockSEC:0001892618-26-000004:0
100,000 shares@ US$8.3659.4% of flowCommon StockSEC:0002001580-25-000004:0
17,500 shares@ US$10.00100.0% of flowCommon StockSEC:0001892197-25-000004:0
673,685 shares0Common StockSEC:0001437827-25-000004:0
746,767 shares0Common StockSEC:0001352573-25-000006:0
25 of 88 declarations
About Perimeter Solutions, SA
Perimeter Solutions, SA (NYSE: PRM) is a U.S.-listed company headquartered operationally in Clayton, Missouri, that specializes in mission-critical industrial products and services. The company became publicly listed on the New York Stock Exchange on November 9, 2021 following a business combination, but its operating heritage is older and has been built through a series of acquisitions and organic development in fire safety and specialty chemicals. ([perimeter-solutions.com](https://www.perimeter-solutions.com/about-history/?utm_source=openai))
The business is organized into two reporting segments. Fire Safety includes fire retardants, firefighting foams, gels, and related services. Perimeter describes itself as the largest global producer of firefighting chemicals, with a broad portfolio spanning retardant and foam applications. Its brands include PHOS-CHEK, FIRE-TROL, AUXQUIMIA, and SOLBERG, and the company is a key supplier to wildfire management agencies such as the USDA Forest Service and CalFire. Importantly, Perimeter’s offering goes beyond product supply: it provides equipment, personnel, logistics, and technical service, which makes it a more integrated partner than a pure product vendor. ([perimeter-solutions.com](https://www.perimeter-solutions.com/en/about-overview/?utm_source=openai))
Read moreShow less
Specialty Products focuses primarily on lubricant additives and the upstream chemistry used to manufacture them. A core asset is phosphorous pentasulfide (P2S5), a critical raw material in anti-wear additive systems such as zinc dialkyldithiophosphates (ZDDP). Perimeter states that it is the only producer of P2S5 with a global manufacturing footprint, with production sites in the United States and Western Europe. That positioning gives the company a differentiated role in the lubricant additives supply chain and supports a niche market position with relatively high barriers to entry. ([perimeter-solutions.com](https://www.perimeter-solutions.com/en/about-overview/?utm_source=openai))
From a competitive standpoint, Perimeter occupies specialized and less commoditized end markets. In Fire Safety, it benefits from long-standing customer relationships, regulatory qualifications, and a strong installed position in wildfire response. In Specialty Products, its scarcity value in certain inputs provides an additional strategic moat. The business therefore combines public-sector and industrial demand, which can help diversify revenue streams, although it also leaves the company exposed to weather-driven wildfire activity, government procurement cycles, and industrial cycle fluctuations. ([perimeter-solutions.com](https://www.perimeter-solutions.com/en/about-overview/?utm_source=openai))
Geographically, Perimeter has a global footprint with operations and customers in North America and Western Europe, plus international reach in fire safety and specialty chemicals. Recent company developments have reinforced this footprint: in 2025, Perimeter opened a new fire-retardant production facility at McClellan Park in Sacramento, California, which it described as one of the world’s most advanced facilities of its kind. The company also announced a transformative five-year USDA agreement in 2025 and reported additional add-on product line acquisitions in late 2025 and early 2026, underscoring a strategy centered on capacity expansion, product breadth, and selective M&A. ([perimeter-solutions.com](https://www.perimeter-solutions.com/en/2025/07/perimeter-solutions-opens-one-of-the-worlds-most-advanced-fire-retardant-production-facility/?utm_source=openai))
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