Agricultural Chemicals
Standard Industrial Classification: SIC 2870
Industry Insider Sentiment Analysis
The Agricultural Chemicals sector (SIC 2870) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2011-09-14 20:07 | 2011-09-12 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | SELL | $47.29 | 128,130 | $6,059,537 | 3,039,884 |
| 2011-09-06 21:31 | 2011-09-01 | CF | CF Industries Holdings, Inc. | Koch Philipp P | Officer | OPT+S | $185.03 | 7,400 | $1,369,251 | 11,526 |
| 2011-08-31 20:52 | 2011-08-29 | CF | CF Industries Holdings, Inc. | Will W Anthony | Officer | SELL | $187.21 | 2,300 | $430,583 | 19,640 |
| 2011-08-25 00:11 | 2011-08-23 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | SELL | $178.15 | 2,000 | $356,297 | 8,706 |
| 2011-08-17 19:12 | 2011-08-16 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | SELL | $45.01 | 97,201 | $4,375,017 | 19,196,083 |
| 2011-08-17 22:49 | 2011-08-16 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer | OPT+S | $166.88 | 13,000 | $2,169,448 | 20,779 |
| 2011-08-17 19:11 | 2011-08-16 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner | SELL | $45.01 | 97,201 | $4,375,017 | 2,779,554 |
| 2011-08-17 00:16 | 2011-08-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer | OPT+S | $168.28 | 20,000 | $3,365,646 | 139,886 |
| 2011-08-17 00:13 | 2011-08-12 | CF | CF Industries Holdings, Inc. | CREEK WALLACE W | Director | SELL | $167.97 | 2,000 | $335,945 | 13,906 |
| 2011-08-12 19:33 | 2011-08-10 | SMG | SCOTTS MIRACLE-GRO CO | JURGENSEN WILLIAM G | Director | BUY | $42.00 | 2,500 | $104,990 | 12,500 |
| 2011-07-19 19:12 | 2011-07-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer | OPT+S | $150.62 | 50,000 | $7,530,900 | 130,596 |
| 2011-07-05 19:28 | 2011-07-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | SELL | $13.19 | 1,000 | $13,190 | 66,011 |
| 2011-06-16 19:25 | 2011-06-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer | OPT+S | $151.48 | 70,000 | $10,603,355 | 130,596 |
| 2011-06-10 01:02 | 2011-06-01 | BNET | BION ENVIRONMENTAL TECHNOLOGIES INC | Bassani Dominic | Officer, 10% owner | BUY | $2.50 | 60,000 | $150,000 | 60,000 |
| 2011-06-07 01:14 | 2011-06-01 | BNET | BION ENVIRONMENTAL TECHNOLOGIES INC | Orphanos Anthony | 10% owner | BUY | $2.50 | 60,000 | $150,000 | 493,563 |
| 2011-06-03 21:00 | 2011-06-01 | CF | CF Industries Holdings, Inc. | Koch Philipp P | Officer | OPT+S | $151.89 | 8,000 | $1,215,125 | 10,283 |
| 2011-06-03 22:40 | 2011-06-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | SELL | $11.76 | 1,000 | $11,760 | 64,791 |
| 2011-06-03 21:49 | 2011-06-01 | BNET | BION ENVIRONMENTAL TECHNOLOGIES INC | SMITH MARK A | Director, Officer, 10% owner | BUY | $2.50 | 60,000 | $150,000 | 1,015,898 |
| 2011-05-26 01:43 | 2011-05-24 | CF | CF Industries Holdings, Inc. | Davisson William | Director | SELL | $147.51 | 8,218 | $1,212,199 | 3,777 |
| 2011-05-25 19:26 | 2011-05-23 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | SELL | $10.00 | 26,700 | $267,000 | 2,964,827 |
| 2011-05-23 20:30 | 2011-05-19 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | SELL | $10.02 | 31,600 | $316,544 | 2,991,527 |
| 2011-05-20 23:09 | 2011-05-19 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | SELL | $140.03 | 2,500 | $350,077 | 10,706 |
| 2011-05-19 18:07 | 2011-05-18 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | SELL | $56.57 | 43,100 | $2,438,167 | 19,293,284 |
| 2011-05-19 18:06 | 2011-05-18 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner | SELL | $56.57 | 43,100 | $2,438,167 | 2,876,755 |
| 2011-05-19 20:31 | 2011-05-17 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | SELL | $10.01 | 27,206 | $272,332 | 3,023,127 |
| 2011-05-18 18:57 | 2011-05-16 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | SELL | $57.31 | 54,101 | $3,100,572 | 19,336,384 |
| 2011-05-18 23:20 | 2011-05-16 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer | OPT+S | $136.51 | 70,000 | $9,555,581 | 130,596 |
| 2011-05-18 18:56 | 2011-05-16 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner | SELL | $57.31 | 54,101 | $3,100,572 | 2,919,855 |
| 2011-05-17 03:40 | 2011-05-13 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | SELL | $10.01 | 90,000 | $901,296 | 3,050,333 |
| 2011-05-14 00:34 | 2011-05-11 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | SELL | $9.97 | 5,000 | $49,850 | 20,466 |
| 2011-05-13 23:12 | 2011-05-13 | CF | CF Industries Holdings, Inc. | KUHBACH ROBERT G | Director | BUY | $134.12 | 250 | $33,530 | 1,952 |
| 2011-05-13 23:57 | 2011-05-12 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | SELL | $10.07 | 98,300 | $989,881 | 3,140,333 |
| 2011-05-11 22:46 | 2011-05-10 | SMG | SCOTTS MIRACLE-GRO CO | FLANNERY JOSEPH P | Director | OPT+S | $60.38 | 15,463 | $933,645 | 4,000 |
| 2011-05-09 21:24 | 2011-05-05 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | SELL | $57.54 | 188,146 | $10,825,225 | 19,390,485 |
| 2011-05-09 21:29 | 2011-05-05 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PETER | 10% owner | SELL | $57.54 | 132,138 | $7,602,732 | 2,772,683 |
| 2011-05-09 19:57 | 2011-05-05 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | OPT+S | $57.53 | 70,285 | $4,043,468 | 3,314,361 |
| 2011-05-04 22:39 | 2011-05-02 | MOS | MOSAIC CO | BEUG NORMAN B | Officer | SELL | $75.00 | 3,280 | $246,000 | 83,534 |
| 2011-05-04 17:34 | 2011-05-02 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | SELL | $8.96 | 1,000 | $8,960 | 65,791 |
| 2011-04-18 23:58 | 2011-04-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer | OPT+S | $130.68 | 70,000 | $9,147,803 | 130,596 |
| 2011-04-14 03:48 | 2011-04-13 | UAN | CVR PARTNERS, LP | Muller Frank M. Jr. | Director | BUY | $16.00 | 21,875 | $350,000 | 21,875 |
| 2011-04-14 03:58 | 2011-04-13 | UAN | CVR PARTNERS, LP | LIPINSKI JOHN J | Director, Officer | BUY | $16.00 | 187,500 | $3,000,000 | 125,000 |
| 2011-04-14 04:03 | 2011-04-13 | UAN | CVR PARTNERS, LP | RIEMANN STANLEY A | Officer | BUY | $16.00 | 60,000 | $960,000 | 60,000 |
| 2011-04-14 03:52 | 2011-04-13 | UAN | CVR PARTNERS, LP | VICK KEVAN A | Officer | BUY | $16.00 | 18,750 | $300,000 | 18,750 |
| 2011-04-14 03:50 | 2011-04-13 | UAN | CVR PARTNERS, LP | SWANBERG CHRISTOPHER G | Officer | BUY | $16.00 | 15,000 | $240,000 | 15,000 |
| 2011-04-14 04:00 | 2011-04-13 | UAN | CVR PARTNERS, LP | Morgan Edward | Officer | BUY | $16.00 | 2,750 | $44,000 | 500 |
| 2011-04-14 03:55 | 2011-04-13 | UAN | CVR PARTNERS, LP | ECTON DONNA R | Director | BUY | $16.00 | 12,500 | $200,000 | 12,500 |
| 2011-04-05 22:52 | 2011-04-04 | SMG | SCOTTS MIRACLE-GRO CO | Evans David C | Officer | OPT+S | $59.50 | 26,190 | $1,558,305 | 50,512 |
| 2011-04-05 23:52 | 2011-04-01 | MOS | MOSAIC CO | BEUG NORMAN B | Officer | SELL | $79.50 | 3,280 | $260,760 | 86,814 |
| 2011-04-05 02:15 | 2011-04-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | SELL | $8.66 | 1,000 | $8,660 | 66,791 |
| 2011-03-22 19:24 | 2011-03-21 | SMG | SCOTTS MIRACLE-GRO CO | Brockman Vincent C | Officer | OPT+S | $57.20 | 3,081 | $176,233 | 45,212 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Agricultural Chemicals sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2870) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Agricultural Chemicals
Every transaction in the Agricultural 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.