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Sector Analysis

Industrial Organic Chemicals

Standard Industrial Classification: SIC 2860

Industry Insider Sentiment Analysis

The Industrial Organic Chemicals sector (SIC 2860) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2018-11-19 17:48 2018-11-15 WLKP Westlake Chemical Partners LP Chao Albert Director, Officer, 10% owner BUY $23.26 14,944 $347,578 86,049
2018-11-19 17:29 2018-11-16 WLK WESTLAKE CORP Chao Albert Director, Officer, 10% owner OPT+S $71.75 24,509 $1,758,609 324,654
2018-11-17 00:36 2018-11-14 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Fortanet Francisco Officer SELL $142.30 439 $62,470 15,754
2018-11-16 21:06 2018-11-14 WLK WESTLAKE CORP Chao Albert Director, Officer, 10% owner OPT+S $71.31 49,130 $3,503,642 318,523
2018-11-15 15:53 2018-11-13 WLKP Westlake Chemical Partners LP Chao Albert Director, Officer, 10% owner BUY $23.32 17,605 $410,633 71,105
2018-11-15 01:22 2018-11-12 GPRE Green Plains Inc. BRIGGS JEFFREY S. Officer SELL $17.28 25,000 $431,925 158,801
2018-11-14 21:15 2018-11-12 WLKP Westlake Chemical Partners LP Chao James Director, 10% owner BUY $22.77 10,000 $227,700 55,000
2018-11-14 21:14 2018-11-12 WLK WESTLAKE CORP Chao Albert Director, Officer, 10% owner OPT+S $73.47 40,000 $2,938,808 306,374
2018-11-15 03:11 2018-11-12 CDXS CODEXIS, INC. Lalonde James Officer SELL $15.40 13,453 $207,112 151,317
2018-11-13 19:44 2018-11-12 WLKP Westlake Chemical Partners LP Lumpkins David Director BUY $22.83 4,000 $91,313 18,259
2018-11-14 02:53 2018-11-09 LYB LyondellBasell Industries N.V. AI INVESTMENTS HOLDINGS LLC 10% owner BUY $95.60 2,186,973 $209,076,150 5,100,000
2018-11-09 02:56 2018-11-06 LYB LyondellBasell Industries N.V. AI INVESTMENTS HOLDINGS LLC 10% owner BUY $95.65 1,602,455 $153,273,218 2,913,027
2018-11-06 02:42 2018-11-01 LYB LyondellBasell Industries N.V. AI INVESTMENTS HOLDINGS LLC 10% owner BUY $92.35 1,310,572 $121,035,780 1,310,572
2018-11-01 23:13 2018-10-29 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $139.91 2,800 $391,740 18,472,160
2018-10-30 23:56 2018-10-26 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $138.52 23,700 $3,282,948 18,469,360
2018-10-29 23:29 2018-10-25 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $139.15 49,500 $6,887,979 18,445,660
2018-10-26 23:25 2018-10-24 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $138.32 70,000 $9,682,267 18,396,160
2018-10-25 23:18 2018-10-23 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $138.79 54,000 $7,494,898 18,326,160
2018-10-26 00:14 2018-10-23 SXT SENSIENT TECHNOLOGIES CORP CARLEONE JOSEPH Director BUY $64.63 1,000 $64,630 8,243
2018-10-24 23:24 2018-10-22 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $139.27 96,000 $13,369,824 18,272,160
2018-10-23 02:30 2018-10-19 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $139.05 64,500 $8,968,951 18,176,160
2018-10-23 02:27 2018-10-18 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $137.11 64,299 $8,816,216 18,111,660
2018-10-22 23:58 2018-10-22 SXT SENSIENT TECHNOLOGIES CORP McKeithan Gebhardt Deborah Director BUY $64.02 2,000 $128,040 2,000
2018-10-19 23:30 2018-10-17 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $138.05 75,201 $10,381,739 18,047,361
2018-10-19 00:08 2018-10-16 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $136.75 100,000 $13,674,750 17,972,160
2018-10-05 01:36 2018-10-02 CDXS CODEXIS, INC. SANGSTER GORDON Officer OPT+S $16.94 80,000 $1,354,992 134,453
2018-10-01 18:41 2018-10-01 N-A HIGHWATER ETHANOL LLC KLETSCHER BRIAN D Officer BUY $9,200.00 1 $9,200 14
2018-10-02 04:52 2018-09-27 CDXS CODEXIS, INC. NICOLS JOHN J Director, Officer OPT+S $17.57 80,000 $1,405,672 1,072,679
2018-09-29 02:46 2018-09-26 CDXS CODEXIS, INC. WOLF DENNIS P Director SELL $19.17 9,000 $172,522 95,230
2018-09-29 02:42 2018-09-26 CDXS CODEXIS, INC. BARUCH THOMAS R Director SELL $18.54 25,000 $463,393 128,093
2018-09-28 00:18 2018-09-25 CDXS CODEXIS, INC. Glaub Kathleen Sereda Director SELL $18.83 14,492 $272,816 63,534
2018-09-26 04:19 2018-09-21 CDXS CODEXIS, INC. KELLEY BERNARD J Director SELL $18.12 10,207 $184,959 215,461
2018-09-25 00:21 2018-09-20 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Fortanet Francisco Officer SELL $140.00 1,389 $194,460 16,193
2018-09-21 01:40 2018-09-19 CDXS CODEXIS, INC. Glaub Kathleen Sereda Director SELL $17.94 20,094 $360,390 78,026
2018-09-21 01:30 2018-09-18 CDXS CODEXIS, INC. Yang Patrick Y Director SELL $18.20 50,000 $910,180 103,817
2018-09-19 23:47 2018-09-17 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $130.25 2,272,160 $295,948,840 17,872,160
2018-09-07 00:17 2018-09-04 CDXS CODEXIS, INC. Lalonde James Officer SELL $17.24 30,296 $522,197 164,770
2018-09-05 04:03 2018-08-30 CDXS CODEXIS, INC. KELLEY BERNARD J Director OPT+S $17.15 16,666 $285,780 225,668
2018-09-04 21:03 2018-09-04 LODE Comstock Inc. DEGASPERIS CORRADO F Director, Officer BUY $0.17 26,900 $4,576 500,000
2018-08-24 00:19 2018-08-21 CDXS CODEXIS, INC. SANGSTER GORDON Officer SELL $15.31 18,736 $286,906 134,453
2018-08-22 01:10 2018-08-17 CDXS CODEXIS, INC. WOLF DENNIS P Director OPT+S $14.97 36,666 $549,015 104,230
2018-08-20 23:43 2018-08-16 GEVO Gevo, Inc. Roth Johannes Minho Director BUY $3.08 137,170 $421,798 148,194
2018-08-21 03:51 2018-08-16 CDXS CODEXIS, INC. Yang Patrick Y Director SELL $14.45 150,340 $2,172,413 0
2018-08-16 23:07 2018-08-16 GEVO Gevo, Inc. Gruber Patrick R. Director, Officer BUY $2.93 10,000 $29,293 110,177
2018-08-17 00:28 2018-08-14 CDXS CODEXIS, INC. NICOLS JOHN J Director, Officer OPT+S $15.14 14,259 $215,940 1,072,679
2018-08-15 20:09 2018-08-14 LODE Comstock Inc. DEGASPERIS CORRADO F Director, Officer BUY $0.17 14,000 $2,352 473,100
2018-08-15 00:43 2018-08-14 LODE Comstock Inc. Smith Timothy Dwinell Officer BUY $0.17 4,000 $679 10,000
2018-08-13 15:15 2018-08-10 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $133.85 100,000 $13,385,200 15,600,000
2018-08-10 13:04 2018-08-09 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $134.63 120,000 $16,155,804 15,500,000
2018-08-09 13:25 2018-08-08 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Winder Investment Pte Ltd 10% owner BUY $134.13 180,000 $24,142,860 15,380,000
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Industrial Organic Chemicals sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2860) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Industrial Organic Chemicals

Every transaction in the Industrial Organic Chemicals industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.