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NCMI · National Cinemedia, Inc.
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NCMI National CineMedia (NCMI) Insider Trading, Ownership & Congress Trades

Media · Services-advertising · CIK 0001377630
Quote by TradingView
Activist 13DForm 144 · 3
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
57
13F, latest reported quarter
Conversions, 180 days
10
Codes C/M, not in net · $0 priced

What the filings say about NCMI

Insiders, 180 days
-$1.4M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$261.8K
3 notices
Activist stakes (13D), 180 days
1 filing
Largest: 28.9% of the class

National CineMedia insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, National CineMedia, Inc. insiders sold a net $1.4M of stock across 84 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Lesinski Thomas F.
Chief Executive Officer
SELL
2026-10-02 SECtraded 2026-10-01
70,933
$148.5K
-13.6%
Context
  • 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Aug 3, 2026.
  • The trade is 12.2% of the 583,061 shares held after it.
  • 2 other insiders sold within 30 days.
  • 57 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Lesinski Thomas F. sold about $148.5K of NCMI on Oct 1, 2026; 2 other insiders sold within 30 days and 57 funds added in the latest 13F quarter.
Ng Ronnie Y.
Chief Financial Officer
SELL
2026-10-02 SECtraded 2026-10-01
35,467
$74.3K
-13.6%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 sales), the last on Aug 3, 2026.
  • The trade is 16.1% of the 220,294 shares held after it.
  • 2 other insiders sold within 30 days.
  • 57 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Ng Ronnie Y. sold about $74.3K of NCMI on Oct 1, 2026; 2 other insiders sold within 30 days and 57 funds added in the latest 13F quarter.
Woods Maria VG
Chief Legal Officer
SELL
2026-10-02 SECtraded 2026-10-01
12,189
$25.5K
-13.6%
Context
  • 15 earlier Form 4 trades (code P or S) here by this insider (15 sales), the last on Jul 2, 2026.
  • The trade is 6.9% of the 176,806 shares held after it.
  • 2 other insiders sold within 30 days.
  • 57 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer Woods Maria VG sold about $25.5K of NCMI on Oct 1, 2026; 2 other insiders sold within 30 days and 57 funds added in the latest 13F quarter.
Lesinski Thomas F.
Chief Executive Officer
SELL
2026-08-04 SECtraded 2026-08-03
50,623
$211.8K
-54.8%
Context
  • 23 earlier Form 4 trades (code P or S) here by this insider (23 sales), the last on Jul 2, 2026.
  • The trade is 9.2% of the 550,661 shares held after it.
  • 1 other insider sold within 30 days.
  • 57 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Lesinski Thomas F. sold about $211.8K of NCMI on Aug 3, 2026; 1 other insider sold within 30 days and 57 funds added in the latest 13F quarter.
Ng Ronnie Y.
Chief Financial Officer
SELL
2026-08-04 SECtraded 2026-08-03
1,000
$4.0K
-54.8%
Context
  • 17 earlier Form 4 trades (code P or S) here by this insider (17 sales), the last on Jul 2, 2026.
  • The trade is 0.5% of the 204,095 shares held after it.
  • 1 other insider sold within 30 days.
  • 57 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Ng Ronnie Y. sold about $4.0K of NCMI on Aug 3, 2026; 1 other insider sold within 30 days and 57 funds added in the latest 13F quarter.
84 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.
See all insider buying · insider selling
Showing the latest few. to see 79 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$1.4M over 180 days
-$464.1K over 90 days
below 57% of Media
Congress
no House purchase disclosed in the last 12 months
Funds
57 funds bought in last quarter
below 67% of Media
Revenue
+1.0% year over year
more than 52% of Media
Margin
-4.4% net margin
below 52% of Media
Buybacks
$1.2M repurchased, FY to 2026-07-02
below 88% of Media
Short interest
10.0% of the float short (float per yahoo 2026-10-27) · 6.0 days to cover · settled 2026-10-15
more than 81% of Media
The situation: each line is one rule over one dataset
Blantyre Capital II Limited disclosed a 5%+ stake (28.9%) in the last six months.
What changed in the last 30 days
Oct 9Blantyre Capital II Limited filed a 13D for 28.9%
Oct 2Chief Executive Officer Lesinski Thomas F. sold $148.5K (Oct 1)
Oct 2Chief Financial Officer Ng Ronnie Y. sold $74.3K (Oct 1)
Oct 2Chief Legal Officer Woods Maria VG sold $25.5K (Oct 1)

Watch NCMI

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.
-55.5%12M
-56%-36%-16%+4%2025-102025-122026-022026-042026-062026-082026-10 2026-07-02 · Lesinski Thomas F. sold $264.7K2026-08-03 · Lesinski Thomas F. sold $211.8K2026-04-01 · Lesinski Thomas F. sold $196.7K2026-06-25 · Lesinski Thomas F. sold $163.7K2026-10-01 · Lesinski Thomas F. sold $148.5K2025-12-29 · Lesinski Thomas F. sold $147.2K2026-07-02 · Ng Ronnie Y. sold $122.0K2026-03-03 · Lesinski Thomas F. sold $110.4K2026-06-26 · Lesinski Thomas F. sold $104.6K2026-04-01 · Ng Ronnie Y. sold $98.3K2025-11-10 · Ng Ronnie Y. sold $82.4K2025-12-29 · Ng Ronnie Y. sold $81.7K2026-10-01 · Ng Ronnie Y. sold $74.3K2026-05-04 · Lesinski Thomas F. sold $69.6K2026-06-22 · Ng Ronnie Y. sold $65.0K2026-07-02 · Woods Maria VG sold $45.5K2026-05-04 · Ng Ronnie Y. sold $44.6K2026-04-01 · Woods Maria VG sold $36.7K2025-12-29 · Woods Maria VG sold $35.2K2026-10-01 · Woods Maria VG sold $25.5K2026-05-04 · Woods Maria VG sold $19.0K2026-08-03 · Ng Ronnie Y. sold $4.0K2026-10-09 · Blantyre Capital II Limited filed a 5%+ stake (28.9%)2026-09-28 · Lesinski, Thomas F. filed to sell $157.3K2026-09-28 · Ng, Ronnie Y. filed to sell $74.8K2026-09-28 · Woods, Maria VG. filed to sell $29.7K2026-07-29 · Lesinski, Thomas F. filed to sell $200.8K2026-06-29 · Lesinski, Thomas F. filed to sell $272.1K2026-06-29 · Ng, Ronnie Y. filed to sell $129.4K2026-06-29 · Woods, Maria VG. filed to sell $51.4K2026-06-25 · Thomas Lesinski filed to sell $532.6K2026-06-22 · RONNIE NG filed to sell $68.0K
Insider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns NCMI: institutional holders (13F)

13F holdings, latest reported quarter
Blantyre Capital Ltd
27,144,639 sh
$103.1M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
9,451,093 sh
$35.9M
Orbis Allan Gray Ltd
9,313,977 sh
$35.4M
BlackRock, Inc.
5,771,528 sh
$21.9M
VANGUARD CAPITAL MANAGEMENT LLC
3,221,372 sh
$12.2M

Congress trades in NCMI

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Blantyre Capital II Limited
Activist 13D · 2026-10-09
28.9%

NCMI planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Lesinski, Thomas F.
Filed 2026-09-28
$157.3K
Ng, Ronnie Y.
Filed 2026-09-28
$74.8K
Woods, Maria VG.
Filed 2026-09-28
$29.7K
Lesinski, Thomas F.
Filed 2026-07-29
$200.8K
Lesinski, Thomas F.
Filed 2026-06-29
$272.1K

NCMI mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Hotchkis and Wiley Small Cap Value Fund
$10.1M position · as of 2026-06-30
1.2%
HARTFORD SMALL CAP VALUE FUND
$2.5M position · as of 2026-07-31
0.8%
Ultra-Small Company Market Fund
$456.0K position · as of 2026-06-30
0.3%
Ultra-Small Company Fund
$304.0K position · as of 2026-06-30
0.3%
VANGUARD EXPLORER VALUE FUND
$3.0M position · as of 2026-05-31
0.2%
Hotchkis and Wiley Small Cap Diversified Value Fund
$2.1M position · as of 2026-06-30
0.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
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
$2.7M
-$3.5M
$1.8M
-89%
+26%
2024
$9.7M
$11.2M
$3.3M
-81%
+3%
2023
$4.6M
$4.9M
$2.0M
-88%
+12%
2022
$2.6M
$706.2K
$1.4M
-90%
-1%
2021
$2.7M
$1.4M
$874.6K
-18%
+37%
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
An activist crossed the 5% line with declared intent.
The record shows a net $1.4M sold by insiders over 180 days, 57 funds added last quarter, $261.8K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
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Sector by SEC SIC code
NFLXROKURDIIBTATZOONXSTADMQCRTOCURICMPRAMCFLNT

NCMI financials

Revenue growth
+1.0%
XBRL, annual
Net margin
-4.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$249.0M
four quarters, 2025-06-27 to 2026-07-02
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Free cash flow, TTM
$19.7M
operating cash flow minus capex, 2025-06-27 to 2026-07-02
Debt to equity
0.04x
long-term 2026-07-02 plus current 2023-12-28 (30 months older than the period end); equity 2026-07-02
Cash flow to debt
1.99x
TTM operating cash flow over long-term 2026-07-02 plus current 2023-12-28 (30 months older than the period end)
Return on equity
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on assets
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on capital employed
-4.5%
operating income (EBIT proxy) over average of 2025-06-26 and 2026-07-02 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$142.9M
market value at close 2026-10-26 on 2026-08-06 shares, plus long-term 2026-07-02 plus current 2023-12-28 (30 months older than the period end), minus cash 2026-07-02
FCF yield
+11.3%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. 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.
2026-012024-122023-122022-12
Revenue$243.2M$240.8M$165.2M$249.2M
Operating income-$13.9M-$19.5M-$27.3M$6.9M
Net income-$10.6M-$22.3M$705.2M-$28.7M
EPS (diluted)-0.11-0.2314.34-3.50
Operating cash flow$8.4M$60.3M-$6.7Mn/a
Cash$34.6M$75.1M$34.6M$61.7M
Long-term debt$12.0M$10.0M$10.0M$0
Buybacks$22.0M$13.1M$0n/a
Dividends paid$11.4M$300.0K$500.0K$9.5M
SEC XBRL, fiscal years, as known on 2026-10-28

NCMI Stock Sonar score 5/7 axes

Find similar shapesCompare

NCMI ranks highest on financial health (88th percentile) and risk and compliance (54th), and lowest on insider conviction (22nd), among Media peers.

HealthGrowthInsidersInstitutionsRisk
Financial health
88
Inputs
  • Debt to equity0.04x · 82 pct, sector of 66
  • Cash flow to debt1.99x · 94 pct, sector of 70
Growth
30
Inputs
  • Revenue growth, YoY+1.0% · 52 pct, sector of 100
  • Backlog growth, YoY-51.5% · 8 pct, universe of 855
Insider conviction
22
Inputs
  • Net Form 4 buying (codes P and S), 180d-$1.4M · 43 pct, sector of 52
  • Insider buyers, 180d0 · 0 pct, sector of 52
Institutional and government
33
Inputs
  • Funds adding, latest quarter57 · 33 pct, sector of 83
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
54
Inputs
  • Short interest, % of float+10.0% · 28 pct, sector of 100
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+7.1% · 81 pct, sector of 73
2 not measured: Profitability, US patents
  • Profitability needs 2 of 4 inputs, 1 present: tax provision or pre-tax income not filed for the four quarters; the filed year and its quarters do not reconcile, so the trailing figure is withheld
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 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

NCMI filings, in plain words

Are National CineMedia insiders buying or selling NCMI?

In the 180 days to 2026-10-28, National CineMedia insiders were net sellers, a net $1.4M across purchases and sales reported on Form 4, by 3 sellers.

Are there planned insider sales of NCMI?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $261.8K of stock; the latest, by Lesinski, Thomas F., was filed 2026-09-28.

Read the full summary

In the 180 days to 2026-10-28, National CineMedia insiders were net sellers of NCMI, a net $1.4M across purchases and sales reported on Form 4 by 3 sellers. None of the 14 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $261.8K of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 28.9% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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