Lourenco Goncalves is CEO & Chairman +1 at CLIFFS NATURAL RESOURCES INC. (CLF). They have made 14 open-market trades across 2 companies since 2010, most recently 2026-02-11.
CIK 0001236128
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
12 open-market purchases totalling $9.2M since 2010, against 2 sales. Across 12 scored buys the stock is up 18.0% at ninety days, and 12.2 points ahead of the S&P over the same stretch.
12 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| MUSA | 1,216,734 | $666.7M |
| CLF | 3,015,486 | $36.6M |
| Total | $703.3M |
Shares reported on the most recent Form 4, priced at the 2026-01-07 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 42% | 83% | 67% |
| Avg Move | -5.7% | +8.2% | +18.0% |
| Alpha | -3.1% | +6.0% | +12.2% |
| Scored | 12 | 12 | 12 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CLF | SELL | 2026-02-11 | 2026-02-11 | $12.42 | $37.3M | -11.2% | -29.1% | -9.6% |
| CLF | BUY | 2024-05-01 | 2024-05-01 | $16.76 | $2.0M | +4.3% | +1.8% | -11.8% |
| CLF | SELL | 2024-03-06 | 2024-03-08 | $20.19 | $7.6M | +2.5% | +8.4% | -22.4% |
| CLF | BUY | 2023-04-27 | 2023-04-27 | $14.96 | $1.5M | -0.9% | -6.5% | +14.0% |
| CLF | BUY | 2020-03-11 | 2020-03-11 | $4.49 | $898K | -24.2% | +9.6% | +68.6% |
| CLF | BUY | 2019-06-10 | 2019-06-10 | $9.36 | $94K | +3.3% | +3.2% | -23.6% |
| CLF | BUY | 2017-09-15 | 2017-09-18 | $7.11 | $711K | -1.2% | +1.0% | -6.2% |
| CLF | BUY | 2017-08-10 | 2017-08-10 | $7.19 | $719K | +3.7% | +10.6% | -11.4% |
| CLF | BUY | 2017-05-03 | 2017-05-04 | $6.31 | $1.3M | +0.8% | -9.0% | +15.3% |
| CLF | BUY | 2016-05-09 | 2016-05-09 | $3.04 | $304K | -9.3% | +68.0% | +150.6% |
| CLF | BUY | 2015-05-26 | 2015-05-27 | $5.08 | $549K | -15.9% | +6.4% | +6.4% |
| CLF | BUY | 2015-05-21 | 2015-05-26 | $5.00 | $459K | -15.9% | +6.4% | +6.4% |
| CLF | BUY | 2015-03-04 | 2015-03-04 | $6.50 | $650K | -15.9% | +6.4% | +6.4% |
| MUSA | BUY | 2010-04-09 | 2010-04-12 | $20.05 | $2K | +3.1% | +0.9% | +0.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.