Insider Activity Highlights a Strategic Shift at United States Antimony

Bardswich Lloyd, the company’s Executive Vice President and Chief Mining Engineer, filed a “4” transaction on January 15, 2026, that signals a two‑pronged insider commitment: a substantial purchase of 73,086 shares of common stock and a simultaneous acquisition of 92,440 stock‑option units. Both moves are tied to the 2023 Equity Incentive Plan and are structured as derivative transactions. The purchase of the stock‑options, which vest only when performance metrics are met, reflects a long‑term belief in the company’s growth trajectory—particularly the recent hydrometallurgical development in Bolivia that has expanded antimony output and secured a North American supply contract.

Implications of the Current Deal and Broader Insider Trend

Lloyd’s action is set against a backdrop of heightened insider buying across the board. Other senior executives—such as VP Jeffrey Russell, SVP Richard Isaa, and COO John Keane—have collectively purchased hundreds of thousands of shares in the past week, while long‑term investors like Michael McManus and Joseph Carrabba have steadily added to their positions over the past six months. The sheer volume of insider purchases, coupled with the timing (just before the market’s close on January 27 when the share price was $9.70), suggests confidence that the company’s recent strategic initiatives will translate into tangible value.

What Investors Should Take Away

  1. Confidence in Execution – Insider buying, especially when tied to performance‑based options, indicates management’s belief that the new Bolivian facility and the exclusive supply contract will drive revenue and margins.
  2. Potential for Volatility – The stock’s weekly decline of 18.65% and the current negative sentiment score (-37) suggest that short‑term volatility may persist, but the recent 60% monthly upside and a 382% yearly gain demonstrate a strong underlying trend.
  3. Liquidity Considerations – The company’s market cap of roughly $1.4 billion and a 52‑week low of $1.21 indicate that the stock remains relatively liquid for a material‑sector play, providing room for investors to adjust positions without a dramatic impact on price.

Strategic Outlook for United States Antimony

The company’s pivot toward critical mineral supply—bolstered by the Bolivian expansion and the new hydrometallurgical technology—positions it favorably amid increasing demand for domestic sources of antimony and related metals. Combined with the insider enthusiasm, these developments suggest that United States Antimony could see sustained upside as it scales its production capacity and deepens its supply agreements. Investors should monitor the performance of the new facility and the execution of the incentive plan’s metrics, as these will be key catalysts in the coming quarters.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-01-15Bardswich Lloyd (Dir, EVP & Chief Mining Eng)Buy73,086.000.00Common Stock
2026-01-15Bardswich Lloyd (Dir, EVP & Chief Mining Eng)Buy92,440.000.00Stock Option