ACH Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for ACH. 3 published articles.
Insider Activity
# ACH Insider Trading Summary Over the trailing 90-day window, there were no open-market purchases or sales by insiders of ACH, resulting in net insider buying of $0. The insider sentiment score stands at 50/100, indicating a neutral baseline. No cluster buying activity was detected, and no first-buy-in-quarters events were recorded. Against this backdrop of flat insider participation, the stock delivered a 3-month price return of 17.9%.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 20, 2026 | Galloway Heath Hofficer: EVP,General Counsel & CorpSecy | Tax | 1,822 | $2.91 |
| May 19, 2026 | Leon Jonathan Aofficer: EVP & CFO | Tax | 1,770 | $3.04 |
| May 19, 2026 | Bernocchi Perry Aofficer: EVP, Chief Operating Officer | Tax | 7,908 | $3.04 |
| May 19, 2026 | Galloway Heath Hofficer: EVP,General Counsel & CorpSecy | Tax | 966 | $3.04 |
| May 19, 2026 | Pesicka Edward Adirector, officer: President & CEO | Tax | 17,692 | $3.04 |
| May 18, 2026 | Klemash Stephen Wdirector | Grant | 31,191 | — |
| May 18, 2026 | Kline Teresa L.director | Grant | 31,191 | — |
| May 18, 2026 | Gardner-Smith Kennethdirector | Grant | 31,191 | — |
| May 18, 2026 | Bingham Gwendolyn Mdirector | Grant | 31,191 | — |
| May 18, 2026 | Beck Mark Adirector | Grant | 31,191 | — |
| Mar 24, 2026 | Galloway Heath Hofficer: EVP,General Counsel & CorpSecy | Tax | 9,347 | $2.03 |
| Mar 24, 2026 | Bernocchi Perry Aofficer: EVP, Chief Operating Officer | Tax | 20,841 | $2.03 |
| Mar 24, 2026 | Leon Jonathan Aofficer: EVP & CFO | Tax | 11,286 | $2.03 |
| Mar 24, 2026 | Pesicka Edward Adirector, officer: President & CEO | Tax | 58,945 | $2.03 |
| Mar 10, 2026 | Leon Jonathan Aofficer: EVP & CFO | Grant | 85,067 | — |
Source: ACH SEC Form 4 filings, latest May 20, 2026. For informational purposes only — not investment advice.
Research
Qatar Alumina Disruption Hits Global Smelters — Pricing Impact and Winner Analysis
QatarEnergy's gas supply disruption has forced the Qatalum smelter to operate at ~60% capacity, removing approximately 235,000 metric tons of annualized aluminum production from global supply. Alcoa (AA) is best positioned as a vertically integrated beneficiary on both alumina pricing and aluminum supply tightness, while Century Aluminum (CENX) offers higher-beta upside but trades at stretched valuations with thin margins vulnerable to input cost spikes.
AACENXNHYWhich non-Qatar alumina sources can ramp to fill the supply gap?
The Qatar alumina supply disruption creates a meaningful but manageable gap in seaborne markets. Alcoa's ~2 million tonne trading book offers the fastest response, Rio Tinto's vertically integrated system is neutral to slightly negative for external supply, and Chinese exports act as a price ceiling rather than structural replacement. Medium-term relief depends on Indian and Indonesian refinery buildouts over 2026–2028.
AARIOBHPWhat does Mt. Holly's 100% restart mean for US domestic aluminum self-sufficiency?
Century Aluminum's $50M restart of Mt. Holly to 100% capacity (~220,000+ tonnes/year) is on track for summer 2026, representing a ~10% increase in US primary aluminum production. With Q1 FY2026 adjusted EBITDA guided at $215–235M and a new greenfield smelter in the pipeline, the restart is a concrete step toward reducing US import dependence, though execution risk and aluminum price cyclicality remain key concerns.
CENXAA
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