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PRM · Perimeter Solutions, Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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PRM

Name: Perimeter Solutions, Inc. (PRM) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Perimeter Solutions, Inc.

PHARMA & BIOTECH · CHEMICALS & ALLIED PRODUCTS · CIK 0001880319

ACTIVIST 13D☆ WATCH

INSIDER NET · 180D

-$420.7M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

202

13F, latest reported quarter

REVENUE GROWTH

+16.4%

XBRL, annual

NET MARGIN

-31.6%

CONVERSIONS · 180D

codes C/M, not in net · $3.7M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$420.7M over 180 days

-$391.2M over 90 days · -$391.2M of it by a 10%+ holder

the lowest in Pharma & Biotech

CONGRESS

no member of Congress has reported trading it

FUNDS

202 funds added or opened last quarter

more than 87% of Pharma & Biotech

REVENUE

+16.4% year over year

more than 65% of Pharma & Biotech

MARGIN

-31.6% net margin

below 54% of Pharma & Biotech

BUYBACKS

$40.4M repurchased, FY to 2025-12-31

more than 53% of Pharma & Biotech

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$420.7M across 5 people in 180 days.

202 funds added or opened positions in the latest 13F quarter, of 312 holders.

William N. Thorndike, Jr. disclosed a 5%+ stake (5.7%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +37.3%

+37.3%12M

INSIDER SELL13D/G STAKE

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows a net $420.7M sold by insiders over 180 days, 202 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

UTHR CPIX MRNA REGN LLY ALNY ELF CITR MDGL DNA VRTX NUVL

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Perimeter Solutions, Inc. insiders sold a net $420.7M of stock across 65 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

WINDACRE PARTNERSHIP LLC

—

SELL

2026-06-30

1,875,000.0

$63.6M

WINDACRE PARTNERSHIP LLC

—

SELL

2026-06-30

1,875,000.0

$63.6M

WINDACRE PARTNERSHIP LLC

—

SELL

2026-06-29

437,500.0

$14.4M

WINDACRE PARTNERSHIP LLC

—

SELL

2026-06-29

437,500.0

$14.4M

WINDACRE PARTNERSHIP LLC

—

SELL

2026-06-26

378,600.0

$13.7M

65 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 60 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

WINDACRE PARTNERSHIP LLC

16,148,621.0 sh

$575.7M

PRINCIPAL FINANCIAL GROUP INC

14,007,326.0 sh

$499.4M

BlackRock, Inc.

12,170,113.0 sh

$433.9M

FMR LLC

9,602,473.0 sh

$342.3M

VANGUARD CAPITAL MANAGEMENT LLC

6,587,147.0 sh

$234.8M

5%+ owners

13D = intent to influence · 13G = passive

William N. Thorndike, Jr.

ACTIVIST 13D · 2026-03-10

5.7%

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

DF DENT SMALL CAP GROWTH FUND

$9.9M POSITION · AS OF 2026-03-31

6.6%

iMGP Small Company Fund

$2.1M POSITION · AS OF 2026-03-31

4.2%

Multi Cap Equity Fund

$12.2M POSITION · AS OF 2026-03-31

2.6%

DF DENT PREMIER GROWTH FUND

$4.6M POSITION · AS OF 2026-03-31

2.5%

Fidelity Small Cap Stock Fund

$27.7M POSITION · AS OF 2026-04-30

2.1%

Fidelity Small Cap Stock K6 Fund

$386.6K POSITION · AS OF 2026-04-30

2.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Government contracts

USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue

Department Of Agriculture

FAM RETARDANT - FULL SERVICE, 2026 IQ-NOCOMMIT CONTINUANCE OF TASK ORDER 1202SC26K2501 · 2026-01-01

$150.0M

Department Of The Interior

2026 NATIONAL FIRE RETARDANT CONTRACT · 2026-05-14

$63.0M

Department Of Agriculture

FAM RETARDANT - FULL SERVICE, 2026 IQ-NOCOMMIT · 2026-01-01

$49.8M

Department Of Agriculture

NATIONAL RETARDANT - BULK 2026 - INITIAL FUNDING $20M · 2026-01-01

$30.0M

Department Of Agriculture

RETARDANT ON-DEMAND BPA PERIMETER FY26 · 2026-01-01

$21.3M

FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$652.9M	$561.0M	$322.1M	$360.5M
GROSS PROFIT	$375.1M	$317.1M	$128.3M	$128.7M
OPERATING INCOME	$-200.9M	$-3.8M	$94.5M	$130.1M
NET INCOME	$-206.4M	$-5.9M	$67.5M	$91.8M
EPS (DILUTED)	-1.37	-0.04	0.41	0.52
OPERATING CASH FLOW	$238.1M	$188.4M	$193.0K	$-40.2M
CASH	$325.9M	$198.5M	$47.3M	$126.8M
LONG-TERM DEBT	$669.1M	$667.8M	$666.5M	$665.3M
BUYBACKS	$40.4M	$14.4M	$64.1M	$49.3M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE