CLF Cleveland-cliffs (CLF) Insider Trading, Ownership & Congress Trades
Mining & Metals · Metal mining · CIK 0000764065
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
283
13F, latest reported quarter
What the filings say about CLF
Insiders, 180 days
-$2.8M net sold
1 buyer · 1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: purchase, 2024-03-28
Cleveland-cliffs insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, CLEVELAND-CLIFFS INC. insiders sold a net $2.8M of stock across 48 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Feb 13, 2026.
- The trade is 11.4% of the 64,717 shares held after it.
- No other insider bought within 30 days.
- 283 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Camara Edilson bought about $99.8K of CLF on Oct 22, 2026; 283 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 buys), the last on Jun 12, 2024.
- -16.5% median (-9.3% mean) 90-day return after 7 previous buys.
- The trade is 116.1% of the 184,541 shares held after it.
- No other insider sold within 30 days.
- 283 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO Goncalves Celso L Jr sold about $2.9M of CLF on Jun 5, 2026; 283 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Mar 6, 2024.
- The trade is 35.7% of the 560,529 shares held after it.
- 1 other insider sold within 30 days.
- 283 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Operating Officer Smith Clifford T sold about $2.1M of CLF on Feb 17, 2026; 1 other insider sold within 30 days and 283 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 46.9% of the 41,983 shares held after it.
- No other insider bought within 30 days.
- 283 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Camara Edilson bought about $199.6K of CLF on Feb 13, 2026, the largest insider purchase at the company since 2024; 283 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (2 buys, 1 sale), the last on May 1, 2024.
- +1.8% median (+1.8% mean) 90-day return after 2 previous buys.
- 1 other insider sold within 30 days.
- 283 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, President & CEO GONCALVES LOURENCO sold about $37.3M of CLF on Feb 11, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 283 funds added in the latest 13F quarter.48 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$2.8M over 180 days
+$99.8K over 90 days
below 72% of Mining & Metals
Congress
no House purchase disclosed in the last 12 months
Funds
283 funds bought in last quarter
more than 87% of Mining & Metals
Revenue
-3.0% year over year
below 65% of Mining & Metals
Margin
-7.9% net margin
below 73% of Mining & Metals
Buybacks
no share repurchases reported
Short interest
13.9% of the float short (float per yahoo 2026-10-26) · 4.7 days to cover · settled 2026-09-30
more than 94% of Mining & Metals
What changed in the last 30 days
Oct 23Director Camara Edilson bought $99.8K (Oct 22)
Watch CLF
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+6.9%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CLF: institutional holders (13F)
13F holdings, latest reported quarter
55,672,638 sh
$522.8M
33,248,516 sh
$312.2M
28,410,081 sh
$266.8M
25,796,291 sh
$242.2M
25,187,723 sh
$236.5M
Congress trades in CLF
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2024-03-28 · disclosed 78 days later
$50,001 - $100,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CLF planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
CLF mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Easterly Snow Small Cap Value Fund
$2.3M position · as of 2026-05-31
4.9%
Towle Value ETF
$6.6M position · as of 2026-05-29
3.3%
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
$139.6M position · as of 2026-06-30
3.2%
Hodges Small Intrinsic Value Fund
$1.1M position · as of 2026-06-30
1.9%
Invesco Dorsey Wright Basic Materials Momentum ETF
$1.3M position · as of 2026-07-31
1.8%
VanEck Steel ETF
$2.8M position · as of 2026-06-30
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Cleveland-Cliffs Inc. Political Action Committee
Cycle 2026 · $139K spent
$128.1K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Lourenco Goncalves
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$19.0M
$20.5M
$5.1M
-9%
+225%
2024
$15.2M
-$5.7M
$4.2M
-35%
+77%
2023
$26.1M
$24.3M
$6.2M
+40%
+85%
2022
$18.5M
$5.1M
$4.6M
+11%
+53%
2021
$24.5M
$39.0M
$4.1M
+50%
+35%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $2.8M sold by insiders over 180 days, 283 funds added last quarter. Each figure is a federal filing, dated the day it went public.
CLF financials
Revenue growth
-3.0%
XBRL, annual
Net margin
-7.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$20.1B
four quarters, 2025-10-01 to 2026-09-30
Revenue, TTM CLF
| FY Dec 2025 | $18.6B |
| FY Dec 2024 | $19.2B |
| FY Dec 2023 | $22.0B |
| FY Dec 2022 | $23.0B |
| FY Dec 2021 | $20.4B |
| Sep 2026 | $5.6B |
| Jun 2026 | $5.2B |
| Mar 2026 | $4.9B |
| Dec 2025 | $4.3B |
| Sep 2025 | $4.7B |
| Jun 2025 | $4.9B |
| Mar 2025 | $4.6B |
| Dec 2024 | $4.3B |
At each fiscal year end
Single quarter
Net margin, TTM
-2.4%
net income over revenue, 2025-10-01 to 2026-09-30
Net margin, TTM CLF
| FY Dec 2025 | -7.9% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +1.8% |
| FY Dec 2022 | +5.8% |
| FY Dec 2021 | +14.6% |
| Sep 2026 | +2.7% |
| Jun 2026 | -2.8% |
| Mar 2026 | -4.8% |
| Dec 2025 | -5.6% |
| Sep 2025 | -5.3% |
| Jun 2025 | -9.9% |
| Mar 2025 | -10.8% |
| Dec 2024 | -10.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$485.0M
operating cash flow minus capex, 2025-10-01 to 2026-09-30
Free cash flow, TTM CLF
| FY Dec 2025 | -$1.0B |
| FY Dec 2024 | -$590.0M |
| FY Dec 2023 | $1.6B |
| FY Dec 2022 | $1.5B |
| FY Dec 2021 | $2.1B |
| Sep 2026 | $72.0M |
| Jun 2026 | $73.0M |
| Mar 2026 | -$477.0M |
| Dec 2025 | -$153.0M |
| Sep 2025 | -$300.0M |
| Jun 2025 | -$67.0M |
| Mar 2025 | -$503.0M |
| Dec 2024 | -$677.0M |
At each fiscal year end
Single quarter
Debt to equity
1.35x
long-term 2026-09-30 plus current 2021-09-30 (60 months older than the period end); equity 2026-09-30
Debt to equity CLF
| FY Dec 2025 | 1.19x |
| FY Dec 2024 | 1.07x |
| FY Dec 2023 | 0.40x |
| FY Dec 2022 | 0.55x |
| FY Dec 2021 | 0.96x |
| Sep 2026 | 1.35x |
| Jun 2026 | 1.38x |
| Mar 2026 | 1.34x |
| Dec 2025 | 1.19x |
| Sep 2025 | 1.48x |
| Jun 2025 | 1.33x |
| Mar 2025 | 1.22x |
| Dec 2024 | 1.07x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.02x
TTM operating cash flow over long-term 2026-09-30 plus current 2021-09-30 (60 months older than the period end)
Cash flow to debt CLF
| FY Dec 2025 | -0.06x |
| FY Dec 2024 | 0.01x |
| FY Dec 2023 | 0.72x |
| FY Dec 2022 | 0.57x |
| FY Dec 2021 | 0.53x |
| Sep 2026 | 0.02x |
| Jun 2026 | -0.03x |
| Mar 2026 | -0.06x |
| Dec 2025 | -0.06x |
| Sep 2025 | -0.11x |
| Jun 2025 | -0.11x |
| Mar 2025 | -0.05x |
| Dec 2024 | 0.01x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-8.5%
TTM net income over average of 2025-09-30 and 2026-09-30
Return on equity CLF
| FY Dec 2025 | -23.2% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +4.9% |
| FY Dec 2022 | +20.1% |
| FY Dec 2021 | +79.6% |
| Sep 2026 | -8.5% |
| Jun 2026 | -15.3% |
| Mar 2026 | -20.2% |
| Dec 2025 | -23.2% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-2.3%
TTM net income over average of 2025-09-30 and 2026-09-30
Return on assets CLF
| FY Dec 2025 | -7.2% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +2.1% |
| FY Dec 2022 | +7.1% |
| FY Dec 2021 | +16.7% |
| Sep 2026 | -2.3% |
| Jun 2026 | -4.3% |
| Mar 2026 | -5.9% |
| Dec 2025 | -7.2% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital CLF
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +4.5% |
| FY Dec 2022 | +13.6% |
| FY Dec 2021 | +35.8% |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-1.7%
operating income (EBIT proxy) over average of 2025-09-30 and 2026-09-30 minus current liabilities
Return on capital employed CLF
| FY Dec 2025 | -9.2% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +4.5% |
| FY Dec 2022 | +12.7% |
| FY Dec 2021 | +27.4% |
| Sep 2026 | -1.7% |
| Jun 2026 | -4.7% |
| Mar 2026 | -7.3% |
| Dec 2025 | -9.2% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing CLF
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 27.23x |
| FY Dec 2022 | 6.39x |
| FY Dec 2021 | 4.03x |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$15.5B
market value at close 2026-10-23 on 2026-10-20 shares, plus long-term 2026-09-30 plus current 2021-09-30 (60 months older than the period end), minus cash 2026-09-30
Enterprise value CLF
| FY Dec 2025 | $13.8B |
| FY Dec 2024 | $11.7B |
| FY Dec 2023 | $13.3B |
| FY Dec 2022 | $12.6B |
| FY Dec 2021 | $16.1B |
| Sep 2026 | $13.9B |
| Jun 2026 | $13.0B |
| Mar 2026 | $12.6B |
| Dec 2025 | $13.8B |
| Sep 2025 | $14.0B |
| Jun 2025 | $11.5B |
| Mar 2025 | $11.6B |
| Dec 2024 | $11.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-6.1%
TTM free cash flow over market value at close 2026-10-23
FCF yield CLF
| FY Dec 2025 | -15.6% |
| FY Dec 2024 | -12.7% |
| FY Dec 2023 | +15.7% |
| FY Dec 2022 | +17.8% |
| FY Dec 2021 | +19.1% |
| Sep 2026 | -7.7% |
| Jun 2026 | -16.0% |
| Mar 2026 | -20.7% |
| Dec 2025 | -15.6% |
| Sep 2025 | -25.6% |
| Jun 2025 | -39.4% |
| Mar 2025 | -25.9% |
| Dec 2024 | -12.7% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing CLF
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Sep 2026 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $18.6B | $19.2B | $22.0B | $23.0B |
| Operating income | -$1.6B | -$763.0M | $659.0M | $1.9B |
| Net income | -$1.5B | -$760.0M | $385.0M | $1.3B |
| EPS (diluted) | -2.91 | -1.58 | 0.75 | 2.55 |
| Operating cash flow | -$462.0M | $105.0M | $2.3B | $2.4B |
| Cash | $57.0M | $54.0M | $198.0M | $26.0M |
| Long-term debt | $7.3B | $7.1B | $3.1B | $4.2B |
| Buybacks | $0 | $733.0M | $152.0M | $240.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
CLF Stock Sonar score 6/7 axes
Find similar shapesCompareCLF ranks highest on institutional and government (94th percentile) and profitability (55th), and lowest on financial health (30th), among Mining & Metals peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
CLF filings, in plain words
Are Cleveland-cliffs insiders buying or selling CLF?
In the 180 days to 2026-10-27, Cleveland-cliffs insiders were net sellers, a net $2.8M: $99.8K of purchases and $2.9M of sales reported on Form 4, by 1 buyer and 1 seller.
Have members of Congress traded CLF?
Yes, but not in the year to 2026-10-27; the latest on record is a purchase by Mike Kelly dated 2024-03-28.
Read the full summary
In the 180 days to 2026-10-27, Cleveland-cliffs insiders were net sellers of CLF, a net $2.8M across purchases and sales reported on Form 4 by 1 buyer and 1 seller. Sales outweighed purchases more than tenfold by value. Members of Congress have disclosed trades in CLF, none in the last year; the latest on record is a purchase by Mike Kelly dated 2024-03-28. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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