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Sector Analysis

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
2021-05-08 04:51 2021-05-07 CF CF Industries Holdings, Inc. Malik Ashraf K Officer OPT+S $55.01 5,650 $310,796 28,401
2021-05-08 04:50 2021-05-07 CF CF Industries Holdings, Inc. Bohn Christopher D Officer OPT+S $54.09 14,975 $810,046 100,443
2021-03-18 16:52 2021-03-17 SMG SCOTTS MIRACLE-GRO CO Shumlin Peter E Director SELL $232.56 1,500 $348,840 8,659
2021-03-17 23:06 2021-03-15 CF CF Industries Holdings, Inc. Hopkins David P Officer OPT+S $50.74 6,100 $309,492 23,514
2021-03-15 23:44 2021-03-11 CF CF Industries Holdings, Inc. Frost Bert A Officer SELL $50.84 22,497 $1,143,741 103,296
2021-03-12 23:39 2021-03-11 SMG SCOTTS MIRACLE-GRO CO Johnson Stephen L Director SELL $219.48 800 $175,584 20,631
2021-03-10 00:05 2021-03-08 CF CF Industries Holdings, Inc. Davisson William Director SELL $50.00 10,000 $500,000 36,191
2021-03-03 00:06 2021-02-26 CF CF Industries Holdings, Inc. White Celso L. Director BUY $47.95 5 $245 11,196
2021-02-16 20:03 2021-02-12 SMG SCOTTS MIRACLE-GRO CO STUMP DENISE Officer SELL $244.00 2,418 $589,984 8,062
2021-02-10 21:48 2021-02-09 SMG SCOTTS MIRACLE-GRO CO King James D Officer SELL $239.00 1,546 $369,494 5,254
2021-02-10 02:34 2021-02-08 SMG SCOTTS MIRACLE-GRO CO Lukemire Michael C Officer OPT+S $237.87 57,310 $13,632,490 22,309
2021-02-05 22:19 2021-02-04 SMG SCOTTS MIRACLE-GRO CO Smith Ivan C Officer SELL $234.41 2,411 $565,170 7,277
2021-02-05 22:18 2021-02-04 SMG SCOTTS MIRACLE-GRO CO HAGEDORN KATHERINE LITTLEFIELD Director, 10% owner SELL $234.41 2,255 $528,599 3,935
2021-02-05 22:18 2021-02-04 SMG SCOTTS MIRACLE-GRO CO HAGEDORN JAMES Director, Officer, 10% owner SELL $234.41 14,544 $3,409,308 63,088
2021-01-06 01:11 2021-01-04 CLXT Cibus, Inc. Voytas Daniel F Officer SELL $4.13 2,513 $10,388 0
2021-01-05 01:12 2020-12-31 CLXT Cibus, Inc. Blome James Officer SELL $4.17 4,140 $17,281 186,282
2020-12-22 01:08 2020-12-18 CLXT Cibus, Inc. Voytas Daniel F Officer SELL $4.75 5,026 $23,874 2,513
2020-12-19 01:14 2020-12-16 SMG SCOTTS MIRACLE-GRO CO HAGEDORN JAMES Director, Officer, 10% owner SELL $191.12 26,166 $5,000,864 23,874
2020-12-16 21:39 2020-12-03 AVD AMERICAN VANGUARD CORP Hendrix Scott Officer OPT+S $15.30 5,410 $82,773 34,981
2020-12-10 00:27 2020-12-04 AVD AMERICAN VANGUARD CORP Venter Johann Officer OPT+S $15.71 2,440 $38,332 41,951
2020-12-07 20:15 2020-12-03 SMG SCOTTS MIRACLE-GRO CO Shumlin Peter E Director SELL $170.72 1,600 $273,147 9,166
2020-12-03 01:10 2020-12-01 CLXT Cibus, Inc. Frey Travis Officer BUY $3.79 150 $569 2,900
2020-11-26 02:22 2020-11-24 CF CF Industries Holdings, Inc. White Celso L. Director BUY $38.03 815 $31,000 11,191
2020-11-10 01:31 2020-11-05 UAN CVR PARTNERS, LP PYTOSH MARK A Director, Officer BUY $0.64 100,000 $64,000 205,932
2020-11-05 02:44 2020-11-02 CLXT Cibus, Inc. Frey Travis Officer BUY $3.26 150 $489 2,750
2020-10-03 00:57 2020-10-01 CLXT Cibus, Inc. Frey Travis Officer BUY $5.47 150 $820 2,600
2020-10-02 00:09 2020-09-30 CLXT Cibus, Inc. Blome James Officer SELL $5.59 4,140 $23,124 190,422
2020-09-12 00:06 2020-09-10 CLXT Cibus, Inc. Dumont Philippe Director BUY $5.91 3,000 $17,729 6,290
2020-09-02 00:10 2020-09-01 CLXT Cibus, Inc. Frey Travis Officer BUY $5.41 150 $811 2,450
2020-08-22 00:20 2020-04-02 CLXT Cibus, Inc. Kozicz-Stankiewicz Anna Ewa Director SELL $3.79 490 $1,855 3,165
2020-08-22 00:16 2020-08-14 CLXT Cibus, Inc. Dumont Philippe Director BUY $7.49 2,000 $14,970 3,290
2020-08-22 00:16 2020-04-02 CLXT Cibus, Inc. Dumont Philippe Director SELL $3.79 472 $1,787 1,290
2020-08-20 23:12 2020-08-19 AVD AMERICAN VANGUARD CORP DONNELLY TIMOTHY Officer OPT+S $14.28 16,878 $241,018 34,333
2020-08-19 01:55 2020-08-17 AVD AMERICAN VANGUARD CORP Johnson David` T. Officer OPT+S $14.40 18,244 $262,714 27,009
2020-08-05 17:20 2020-08-04 SMG SCOTTS MIRACLE-GRO CO Vines John R Director SELL $157.79 1,491 $235,257 9,904
2020-08-04 00:13 2020-07-01 CLXT Cibus, Inc. Choulika Andre Director SELL $4.65 4,228 $19,647 130,815
2020-08-04 00:07 2020-08-03 CLXT Cibus, Inc. Frey Travis Officer BUY $4.36 150 $654 2,300
2020-08-01 00:12 2020-06-29 CLXT Cibus, Inc. Blome James Officer SELL $4.81 6,397 $30,800 194,562
2020-07-31 02:50 2020-07-29 SMG SCOTTS MIRACLE-GRO CO Smith Ivan C Officer SELL $164.40 2,972 $488,597 10,674
2020-07-17 15:38 2020-07-15 SMG SCOTTS MIRACLE-GRO CO Hanft Adam Director SELL $143.00 5,000 $715,000 22,445
2020-07-15 00:11 2020-07-13 SMG SCOTTS MIRACLE-GRO CO Hanft Adam Director SELL $140.00 3,000 $420,000 27,445
2020-07-08 23:28 2020-07-07 SMG SCOTTS MIRACLE-GRO CO Hanft Adam Director SELL $138.00 3,000 $414,000 30,445
2020-07-02 23:17 2020-06-30 SMG SCOTTS MIRACLE-GRO CO Hagedorn Partnership, L.P. 10% owner SELL $133.50 35,100 $4,685,822 14,644,721
2020-07-02 23:20 2020-06-30 SMG SCOTTS MIRACLE-GRO CO HAGEDORN SUSAN 10% owner SELL $133.50 7,475 $997,907 1,091,300
2020-07-02 23:21 2020-06-30 SMG SCOTTS MIRACLE-GRO CO HAGEDORN ROBERT 10% owner SELL $133.50 14,726 $1,965,909 1,983,598
2020-07-02 23:19 2020-06-30 SMG SCOTTS MIRACLE-GRO CO HAGEDORN KATHERINE LITTLEFIELD Director, 10% owner SELL $133.50 1,071 $142,977 2,723,519
2020-07-01 23:40 2020-07-01 CLXT Cibus, Inc. Frey Travis Officer BUY $5.04 156 $786 2,150
2020-07-01 01:49 2020-06-26 SMG SCOTTS MIRACLE-GRO CO Hagedorn Partnership, L.P. 10% owner SELL $130.21 12,700 $1,653,728 14,679,821
2020-07-01 01:47 2020-06-26 SMG SCOTTS MIRACLE-GRO CO HAGEDORN SUSAN 10% owner SELL $130.21 2,703 $351,971 1,098,775
2020-07-01 01:41 2020-06-26 SMG SCOTTS MIRACLE-GRO CO HAGEDORN ROBERT 10% owner SELL $130.21 5,324 $693,264 1,998,325
SHOW ENTRIES

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.