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Smart Sand, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 01 Dec 2025.
Smart Sand, Inc.: what insiders have been doing
Every trade that managers of Smart Sand, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Chemicals & Materials sector. Between 18 October 2025 and 18 October 2026, 15 insiders published 58 filings.
Purchases and sales both appear in the filings: 1 purchase (1 insider, €8,473) and 12 sales (6 insiders, €1.3M). The net balance comes to €1.2M on the selling side. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. At €347k, the sale published on 5 March 2026 by Porcelli Francis Michael is the largest of the period.
The last purchase on record was published on 1 December 2025, which is 321 days ago. The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
With 58 filings in twelve months, the company is more active than the median of 19 filings across the 5,811 companies we follow on the same exchange. Over the whole record (from 2021), the tally stands at 3 purchases and 26 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 330.2 m USD and net income at 1.3 m USD; the dividend was 0.15 USD per share.
Other companies in the same sector with recent insider buying flagged by our signals: Culp Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
258
Thresholds
n/a
Buy Volume
€74,467
3 ops. · all time
Sell Volume
€24M
26 ops. · all time
Who traded when
BuySaleJames Douglas Young5 sales
Charles Edwin Young2 buys
Christopher M. Green2 sales
Francis Michael Porcelli2 sales
Sharon Spurlin2 sales
Lee E. Beckelman1 sale
+2 other insiders
Since the insiders bought
- +23.5%Entry US$3.40 · Close at T+90 US$4.20
- +177.7%Entry US$1.93 · Close at T+365 US$5.36
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.
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 13,629 of 24,158 companies
47.8
score / 100
Value61
Quality35
FCF yld15%
Earn yld0.6%
EV/EBITDA9.7x
ROE4.4%
Gross mgn11%
Net mgn0.4%
Debt/EBITDA1.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$5.26
Analyst consensus
Income statement
RevenueUS$330.2M
Gross profitUS$37.9M11% margin
EBITDAUS$25.9M8% margin
Net incomeUS$1.3M2.7% margin
Valuation
PER (trailing)20.2x
P/Book0.9x
Beta0.36
Balance sheet & cash
Market capUS$223M
Total debtUS$36.2M
Free Cash FlowUS$32.5M
Debt / Equity18%
Profitability & ownership
ROE4.4%
ROA1.4%
% insiders30.7%
% institutions46.6%
Last declaration on 24 August 2026
Declarations258 total
25,716 shares@ US$4.830.056% mcap11.7% of flowCommon StockSEC:0001709934-26-000020:0
19,078 shares@ US$4.830.042% mcap8.7% of flowCommon StockSEC:0001709934-26-000020:1
2,236 shares@ US$4.700.0048% mcap1.0% of flowCommon StockSEC:0001709934-26-000020:2
18,868 shares0Common StockSEC:0001319575-26-000007:0
62,893 shares0Common StockSEC:0001315758-26-000017:0
12,176 shares0Common Stock, par value $0.001 per shareSEC:0001968347-26-000011:0
110,063 shares0Common StockSEC:0001687132-26-000024:0
41,929 shares0Common StockSEC:0001687112-26-000016:0
18,868 shares0Common StockSEC:0001536307-26-000006:0
18,868 shares0Common StockSEC:0001241268-26-000004:0
18,868 shares0Common StockSEC:0001545197-26-000011:0
62,893 shares0Common StockSEC:0001687130-26-000013:0
41,929 shares0Common StockSEC:0001687143-26-000019:0
62,893 shares0Common StockSEC:0001709934-26-000017:0
50,000 shares@ US$4.790.11% mcap100.0% of flowCommon StockSEC144:0001628280-26-058085
50,000 shares@ US$4.790.11% mcap38.3% of flowCommon StockSEC:0001315758-26-000015:0
16,301 shares@ US$4.930.037% mcap7.6% of flowCommon StockSEC:0001709934-26-000015:0
11,669 shares@ US$4.840.026% mcap5.4% of flowCommon StockSEC:0001709934-26-000015:1
75,000 shares@ US$5.110.18% mcap36.5% of flowCommon StockSEC144:0001972490-26-000019
13,874 shares@ US$5.060.032% mcap26.0% of flowCommon Stock, par value $0.001 per shareSEC:0001968347-26-000009:0
15,000 shares@ US$5.060.035% mcap62.6% of flowCommon StockSEC:0001545197-26-000009:0
2,700 shares@ US$5.100.0063% mcap11.3% of flowCommon StockSEC:0001545197-26-000009:1
13,874 shares@ US$5.030.032% mcap25.9% of flowCommonSEC144:0001959173-26-006050
100,000 shares@ US$4.950.23% mcap100.0% of flowCommonSEC144:0001968582-26-000837
1,738 shares@ US$4.810.0039% mcap3.1% of flowCommon Stock, par value $0.001 per shareSEC:0001968347-26-000007:0
25 of 258 declarations
About Smart Sand, Inc.
Smart Sand, Inc. (ticker: SND) is a United States-based company listed on NASDAQ. It operates as a fully integrated supplier of frac sand and industrial sand, with a logistics and wellsite-storage offering built around its SmartSystems platform. In practical terms, Smart Sand sits in the industrial materials value chain, supplying high-quality Northern White proppant and associated mine-to-wellsite solutions to the oil and gas industry, while also serving a growing base of industrial end markets. For investors, the company is best understood as a cyclical materials player with exposure to North American energy activity rather than as a conventional consumer-facing industrial company.
The company was incorporated in July 2011 and began operations in July 2012 after completing the first phase of its Oakdale, Wisconsin facility. That origin matters: Smart Sand was built around a logistics-efficient asset base, including rail access and processing infrastructure designed to move product cost-effectively from mine to customer. Over time, the company expanded through additional capacity investments and the acquisition of the Utica, Illinois mine and processing facilities, reinforcing its footprint in the U.S. sand supply chain. While its historical headquarters was in The Woodlands, Texas, recent corporate references show a U.S. headquarters presence in the Houston area and a corporate address in Yardley, Pennsylvania. In any case, the company remains firmly U.S.-centered.
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Smart Sand’s business model has two main pillars. First is its frac sand business, focused on mining, processing, and selling Northern White sand used in hydraulic fracturing. Second is its proppant logistics business, which includes in-basin transloading terminals and wellsite storage capabilities. Those services are strategically important because they help customers manage delivery, storage, and last-mile supply chain efficiency. In addition, Smart Sand has been developing its Industrial Products Solutions (IPS) segment to diversify away from the more volatile oilfield market. IPS supplies sand to a broader set of end uses such as glass, foundry, building products, filtration, geothermal, renewables, ceramics, turf and landscaping, retail, and recreation.
From a competitive standpoint, Smart Sand differentiates itself through integration, product quality, and logistics execution. Its Northern White positioning is relevant because some customers value consistency and performance characteristics in proppant selection. The company also benefits from strategic locations tied to major U.S. energy basins, helping it serve customers in active shale regions more efficiently. That geographic proximity is a core part of its cost and service proposition.
Recent company updates indicate improving momentum in 2025, including stronger focus on the Industrial Products Solutions business and ongoing refinement of its SmartSystems product design. The company also announced shareholder dividends, which is notable in a sector that can be highly cyclical and capital intensive. Its recent annual results showed higher revenue year over year versus 2024, along with a healthier cash position, although profitability remains sensitive to industry conditions. For international equity investors, Smart Sand is a niche U.S. industrial materials company with attractive operating leverage in stronger energy markets, but also meaningful exposure to demand cycles in hydraulic fracturing.
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