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Insider · CIK 0001458423

Michael Blitzer

ceochairofficerdirectorowner

Files at LUNR (Intuitive Machines, Inc.), USAR (USA Rare Earth, Inc.), IPCX (Inflection Point Acquisition Corp. III), IPEX (Maywood Acquisition Corp.), MRLN (Merlin, Inc.). First filing Aug 15, 2025, latest Nov 13, 2025.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
1 / 1
$2.2M bought, $33M sold

Where the trades landed

Last year at the 2 companies this insider has traded most, with each buy and sell on the bar it happened.

LUNR: Intuitive Machines, Inc.

LUNROct 9, 2026 · close 13.19

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

USAR: USA Rare Earth, Inc.

USAROct 9, 2026 · close 12.56

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
51Moderate
LUNRbuy
Intuitive Machines, Inc.
$2.2M
241,080 shares
+14%+44% from low-60% from high
45Moderate
USARsell
USA Rare Earth, Inc.
$33M
2,091,849 shares
-100%+195% from low-11% from high

Transactions

Every row this insider has filed, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Sep 16, 2026MRLN
Merlin, Inc.
JOther
Common stock
+262,500--300,00024 d ago
Nov 12, 2025LUNR
Intuitive Machines, Inc.
POpen-market purchase
Class A Common Stock
+141,080$9.27$1.3M1,831,248Nov 13, 2025
Nov 13, 2025LUNR
Intuitive Machines, Inc.
POpen-market purchase
Class A Common Stock
+100,000$8.83$883k1,931,248Nov 13, 2025
Oct 1, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Restricted Stock Unitsderivative
+5,054$0.00$05,054Oct 3, 2025
Sep 15, 2025USAR
USA Rare Earth, Inc.
JOther
Common Stock, par value $0.0001 per shareindirect: By Inflection Point Holdings II LLC
-3,125,000--3,125,000Sep 17, 2025
Sep 9, 2025IPEX
Maywood Acquisition Corp.
JOther
Class B Ordinary Shares, par value $0.0001 per sharederivative
+990,000$1.31$1.3M990,000Sep 11, 2025
Aug 13, 2025USAR
USA Rare Earth, Inc.
MOption exercise
Common Stock, par value $0.0001 per shareindirect: By Inflection Point Fund I, LP
+2,091,849--2,091,849Aug 15, 2025
Aug 13, 2025USAR
USA Rare Earth, Inc.
SOpen-market sale
Common Stock, par value $0.0001 per shareindirect: By Inflection Point Fund I, LP
-2,091,849$15.75$33M0Aug 15, 2025
Aug 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Restricted Stock Unitsderivative
+18,199$0.00$018,199Aug 15, 2025
Aug 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Restricted Stock Unitsderivative
+12,284$0.00$012,284Aug 15, 2025
Aug 13, 2025USAR
USA Rare Earth, Inc.
MOption exercise
Series A Preferred Stock, par value $0.0001 per sharederivativeindirect: By Inflection Point Fund I, LP
-1,161,805--343,137Aug 15, 2025
Aug 14, 2025USAR
USA Rare Earth, Inc.
JOther
Warrants to purchase Common Stockderivativeindirect: By Inflection Point Holdings II LLC
-6,000,000--0Aug 15, 2025
Aug 14, 2025USAR
USA Rare Earth, Inc.
SOpen-market sale
Warrants to purchase Common Stockderivative
-3,813,334$5.70$22M0Aug 15, 2025
Jun 13, 2025USAR
USA Rare Earth, Inc.
SOpen-market sale
Warrant to Purchase Common Stockderivative
-305,673$5.50$1.7M0Jun 16, 2025
Jun 13, 2025USAR
USA Rare Earth, Inc.
SOpen-market sale
Warrant to Purchase Common Stockderivativeindirect: By Inflection Point Fund I, LP
-2,896,009$5.50$16M0Jun 16, 2025
Jun 5, 2025LUNR
Intuitive Machines, Inc.
AGrant or award
Class A Common Stock
+18,383$0.00$01,690,168Jun 9, 2025
Apr 28, 2025IPCX
Inflection Point Acquisition Corp. III
AGrant or award
Class A Ordinary Shares, par value $0.0001 per share
+500,000--500,000Apr 30, 2025
Apr 28, 2025IPCX
Inflection Point Acquisition Corp. III
AGrant or award
Rights to receive Class A ordinary sharesderivative
+500,000--500,000Apr 30, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Series A Preferred Stock, par value $0.0001 per sharederivative
+279,970--279,970Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Series A Preferred Stock, par value $0.0001 per sharederivative
+131,048--411,018Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Series A Preferred Stock, par value $0.0001 per sharederivativeindirect: By Inflection Point Fund I, LP
+1,210,824--1,210,824Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Series A Preferred Stock, par value $0.0001 per sharederivativeindirect: By Inflection Point Fund I, LP
+294,118--1,504,942Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Warrant to purchase Common Stockderivative
+178,309--178,309Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Warrant to purchase Common Stockderivativeindirect: By Inflection Point Fund I, LP
+1,395,220--1,395,220Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Warrant to purchase Common Stockderivativeindirect: By Inflection Point Fund I, LP
+294,118--1,689,338Mar 17, 2025
Mar 13, 2025USAR
USA Rare Earth, Inc.
AGrant or award
Warrants to purchase Common Stockderivativeindirect: By Inflection Point Holdings II LLC
+6,000,000$1.00$6.0M6,000,000Mar 17, 2025
Mar 12, 2025USAR
USA Rare Earth, Inc.
MOption exercise
Common stock, par value $0.0001 per share
+50,000--6,250,000Mar 14, 2025
Mar 12, 2025USAR
USA Rare Earth, Inc.
MOption exercise
Class B ordinary shares, par value $0.0001 per sharederivative
-50,000$0.00$050,000Mar 14, 2025
Feb 3, 2025LUNR
Intuitive Machines, Inc.
XIn-the-money exercise
Class A Common Stock
+1,800,000$11.50$21M2,612,865Feb 5, 2025
Feb 5, 2025LUNR
Intuitive Machines, Inc.
DDisposition to issuer
Class A Common Stock
-941,080$22.00$21M1,671,785Feb 5, 2025
Feb 3, 2025LUNR
Intuitive Machines, Inc.
XIn-the-money exercise
Warrantsderivative
-1,800,000$0.00$00Feb 5, 2025
Nov 18, 2024USAR
USA Rare Earth, Inc.
MOption exercise
Class A ordinary shares, par value $0.0001 per share
+6,200,000--6,200,000Nov 19, 2024
Nov 18, 2024USAR
USA Rare Earth, Inc.
MOption exercise
Class B ordinary shares, par value $0.0001 per sharederivative
-6,200,000$0.00$050,000Nov 19, 2024

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Michael Blitzer: insider trades and track record | InsiderTell