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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-04-13 23:11 | 2023-04-11 | GEVO | Gevo, Inc. | Bloom Paul D | Officer | SELL | $1.25 | 5,975 | $7,469 | 512,582 |
| 2023-04-03 16:09 | 2023-04-01 | NA | Lake Area Corn Processors LLC | BROWN TODD M | Director | BUY | $3.92 | 19,000 | $74,490 | 405,500 |
| 2023-03-20 23:05 | 2023-03-17 | ALTO | Alto Ingredients Inc. | NATHAN GILBERT E | Director | BUY | $1.71 | 10,000 | $17,100 | 573,909 |
| 2023-03-17 23:05 | 2023-03-15 | ALTO | Alto Ingredients Inc. | NATHAN GILBERT E | Director | BUY | $1.84 | 25,000 | $46,000 | 563,909 |
| 2023-03-17 23:29 | 2023-03-15 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $4.10 | 71,428 | $292,812 | 783,965 |
| 2023-03-16 23:59 | 2023-03-14 | ALTO | Alto Ingredients Inc. | Graham Auste M | Officer | BUY | $1.91 | 5,226 | $9,996 | 65,935 |
| 2023-03-14 15:23 | 2023-03-13 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer | BUY | $21.44 | 5,000 | $107,205 | 65,000 |
| 2023-03-13 13:59 | 2023-03-10 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer | BUY | $22.02 | 10,000 | $220,200 | 60,000 |
| 2023-03-10 05:16 | 2023-03-07 | CDXS | CODEXIS, INC. | Norrett Kevin | Officer | SELL | $4.58 | 16,854 | $77,181 | 89,102 |
| 2023-03-10 05:15 | 2023-03-07 | CDXS | CODEXIS, INC. | DILLY STEPHEN GEORGE | Director, Officer | SELL | $4.58 | 55,075 | $252,210 | 380,399 |
| 2023-03-10 05:14 | 2023-03-07 | CDXS | CODEXIS, INC. | Fitzgerald Margaret Nell | Officer | SELL | $4.58 | 15,686 | $71,832 | 69,586 |
| 2023-03-04 01:04 | 2023-03-01 | ORGN | Origin Materials, Inc. | Riley Richard J. | Director, Officer | OPT+S | $4.70 | 45,000 | $211,500 | 337,500 |
| 2023-02-28 00:08 | 2023-02-23 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $5.11 | 75,499 | $385,875 | 783,965 |
| 2023-02-14 01:47 | 2023-02-09 | CENQU | Verde Clean Fuels, Inc. | Salinas Sada Benjamin Francisco | Director | BUY | $10.31 | 387,973 | $4,000,002 | 387,973 |
| 2023-02-10 00:55 | 2023-02-07 | LYB | LyondellBasell Industries N.V. | Kaplan Jeffrey A | Officer | SELL | $98.99 | 10,000 | $989,901 | 47,600 |
| 2023-02-07 00:53 | 2023-02-06 | NEU | NEWMARKET CORP | ROGERS JAMES E | Director | SELL | $360.24 | 393 | $141,574 | 3,205 |
| 2023-02-02 04:32 | 2023-01-30 | ORGN | Origin Materials, Inc. | SIM Boon | Director | SELL | $6.05 | 86,500 | $523,481 | 5,033,311 |
| 2023-02-01 00:52 | 2023-01-27 | ORGN | Origin Materials, Inc. | Whaley Nathan S. | Officer | OPT+S | $6.01 | 50,000 | $300,270 | 120,000 |
| 2023-01-26 00:13 | 2023-01-23 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $6.50 | 75,499 | $490,940 | 823,750 |
| 2023-01-05 00:31 | 2022-12-31 | LYB | LyondellBasell Industries N.V. | Sharma Anup | Officer | SELL | $84.91 | 1,713 | $145,454 | 8,998 |
| 2023-01-03 20:52 | 2023-01-01 | NA | HIGHWATER ETHANOL LLC | FORSYTHE GERALD R | Director, 10% owner | BUY | $13,000.00 | 8 | $104,000 | 488 |
| 2022-12-30 00:14 | 2022-12-27 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer | SELL | $4.58 | 150,000 | $687,720 | 1,215,828 |
| 2022-12-22 00:33 | 2022-12-19 | ORGN | Origin Materials, Inc. | Whaley Nathan S. | Officer | OPT+S | $5.06 | 50,000 | $252,935 | 120,000 |
| 2022-12-21 02:20 | 2022-12-19 | GEVO | Gevo, Inc. | Smull L Lynn | Officer | SELL | $1.89 | 17,676 | $33,409 | 797,725 |
| 2022-12-20 01:06 | 2022-12-16 | ALTO | Alto Ingredients Inc. | Gray Maria G | Director | BUY | $2.73 | 5,000 | $13,650 | 27,292 |
| 2022-12-20 00:05 | 2022-12-16 | ALTO | Alto Ingredients Inc. | NATHAN GILBERT E | Director | BUY | $2.71 | 35,000 | $94,850 | 538,909 |
| 2022-12-14 21:18 | 2022-12-08 | FF | FutureFuel Corp. | Bedell Donald C. | Director | SELL | $9.00 | 9,000 | $81,000 | 87,950 |
| 2022-12-14 02:23 | 2022-12-12 | GEVO | Gevo, Inc. | Nurmat Alisher K | Officer | SELL | $1.75 | 1,010 | $1,770 | 51,903 |
| 2022-12-14 00:09 | 2022-12-09 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $5.67 | 75,499 | $427,815 | 863,535 |
| 2022-12-09 00:15 | 2022-12-06 | GPRE | Green Plains Inc. | STARK JAMES E | Officer | BUY | $31.85 | 787 | $25,066 | 11,184 |
| 2022-12-06 00:53 | 2022-12-01 | ORGN | Origin Materials, Inc. | Heidenmark Cook Pia Johanna | Director | SELL | $5.62 | 3,636 | $20,436 | 93,831 |
| 2022-12-06 00:05 | 2022-12-01 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | SELL | $84.93 | 1,428,298 | $121,302,207 | 3,321 |
| 2022-12-01 03:45 | 2022-11-28 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | SELL | $84.95 | 1,402,472 | $119,142,521 | 3,392 |
| 2022-11-24 01:38 | 2022-11-21 | GEVO | Gevo, Inc. | Marsh Andrew | Director | SELL | $2.04 | 41,904 | $85,379 | 203,562 |
| 2022-11-19 01:12 | 2022-11-15 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | SELL | $86.47 | 27 | $2,335 | 767,075 |
| 2022-11-18 05:23 | 2022-11-15 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | SELL | $86.48 | 127,439 | $11,020,937 | 73,175 |
| 2022-11-18 00:06 | 2022-11-15 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $6.59 | 75,500 | $497,553 | 903,320 |
| 2022-11-17 01:50 | 2022-11-15 | ORGN | Origin Materials, Inc. | Riley Richard J. | Director, Officer | OPT+S | $5.84 | 45,000 | $262,620 | 20,000 |
| 2022-11-16 15:40 | 2022-11-15 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer | BUY | $22.97 | 4,362 | $100,213 | 50,000 |
| 2022-11-16 02:40 | 2022-11-11 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer | SELL | $5.68 | 10,200 | $57,965 | 57,827 |
| 2022-11-16 02:39 | 2022-11-11 | ORGN | Origin Materials, Inc. | Galowitz Stephen | Officer | SELL | $5.70 | 21,768 | $124,158 | 141,497 |
| 2022-11-16 02:37 | 2022-11-11 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer | SELL | $5.66 | 7,700 | $43,580 | 1,065,828 |
| 2022-11-14 15:54 | 2022-11-10 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer | BUY | $22.98 | 5,638 | $129,551 | 45,638 |
| 2022-11-03 23:04 | 2022-11-01 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | BUY | $77.84 | 4,000 | $311,344 | 767,102 |
| 2022-11-01 00:16 | 2022-10-27 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $5.61 | 75,502 | $423,566 | 943,106 |
| 2022-10-12 00:06 | 2022-10-01 | NA | HIGHWATER ETHANOL LLC | FORSYTHE GERALD R | Director, 10% owner | BUY | $9,501.00 | 5 | $47,505 | 480 |
| 2022-10-07 23:07 | 2022-10-05 | CDXS | CODEXIS, INC. | NICOLS JOHN J | Director | OPT+S | $6.02 | 75,503 | $454,234 | 982,892 |
| 2022-10-03 17:08 | 2022-10-01 | NA | Lake Area Corn Processors LLC | Hansen Randall Lloyd | Director | BUY | $3.61 | 20,000 | $72,200 | 65,000 |
| 2022-10-03 17:18 | 2022-10-01 | NA | Lake Area Corn Processors LLC | Scott Alan Mundt | Officer | BUY | $3.25 | 10,000 | $32,500 | 90,000 |
| 2022-09-20 23:49 | 2022-09-16 | ORGN | Origin Materials, Inc. | Heidenmark Cook Pia Johanna | Director | SELL | $5.61 | 10,989 | $61,682 | 97,467 |
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.