Basic Materials
Exclusive insider sentiment analysis for the Basic Materials sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-06 21:16 | 2026-10-05 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Director, Officer; President & CEO | Gold | SALE | $234.07 | 2,425 | $567,614 | 59,166 | -3.9% |
| 2026-10-06 20:04 | 2026-10-02 | NWPX | NWPX Infrastructure, Inc. | Stokes Eric | Officer; SVP and Group President of WTS | Steel | SALE | $105.86 | 12,631 | $1,337,176 | 12,643 | -50.0% |
| 2026-10-06 19:43 | 2026-10-05 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $106.48 | 250 | $26,620 | 14,383 | -1.7% |
| 2026-10-06 19:36 | 2026-09-30 | RITE | MINERALRITE Corp | Hendricks Lloyd Bernard III | 10% owner | Other Precious Metals & Mining | SALE | $27.23 | 3,919,388 | $106,724,935 | 2,980,612 | -56.8% |
| 2026-10-06 00:48 | 2026-10-02 | USAR | USA Rare Earth, Inc. | Humpton Barbara | Officer, Other; Former Chief Executive Officer | Other Industrial Metals & Mining | OPT+S | $13.75 | 88,391 | $1,215,376 | 130,939 | -40.3% |
| 2026-10-06 00:18 | 2026-10-01 | GRML | Greenland Mines Ltd | El-Dada Riad Hussein | Other | Other Precious Metals & Mining | SALE | $9.35 | 3,500 | $32,727 | 0 | -100.0% |
| 2026-10-06 00:00 | 2026-10-05 | MTUS | Metallus Inc. | SYRVALIN KRISTINE C | Officer; EVP General Counsel | Steel | SALE | $21.12 | 5,000 | $105,600 | 101,078 | -4.7% |
| 2026-10-06 00:00 | 2026-10-05 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; Chief Executive Officer | Steel | SALE | $20.29 | 12,430 | $252,246 | 709,858 | -1.7% |
| 2026-10-02 20:43 | 2026-10-01 | NWPX | NWPX Infrastructure, Inc. | Stokes Eric | Officer; SVP and Group President of WTS | Steel | SALE | $103.38 | 12,353 | $1,277,047 | 25,274 | -32.8% |
| 2026-10-03 00:00 | 2026-10-02 | MTUS | Metallus Inc. | Williams Michael S | Director, Officer; Chief Executive Officer | Steel | SALE | $20.01 | 12,570 | $251,483 | 722,288 | -1.7% |
| 2026-10-02 22:49 | 2026-09-30 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $1.85 | 176,006 | $325,611 | 562,528 | -23.8% |
| 2026-10-02 22:16 | 2026-09-30 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 7,916 | $23,067 | 518,073 | +1.6% |
| 2026-10-02 20:32 | 2026-10-01 | NEM | NEWMONT Corp /DE/ | Viljoen Natascha | Director, Officer; President & CEO | Gold | SALE | $114.81 | 3,882 | $445,692 | 127,471 | -3.0% |
| 2026-10-02 20:36 | 2026-10-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $114.81 | 3,000 | $344,430 | 34,315 | -8.0% |
| 2026-10-02 17:16 | 2026-09-22 | LCU | Lion Copper Corp. | SHARMAN MARK BRADY | Director | Other Industrial Metals & Mining | BUY | $5.70 | 2,075 | $11,817 | 171,620 | +1.2% |
| 2026-10-01 21:52 | - | ASPI | ASP Isotopes Inc. | Ryan Robert John Andrew | Director | Chemicals | BUY | $2.68 | 15,000 | $40,200 | 675,222 | +2.3% |
| 2026-10-01 20:49 | 2026-09-28 | SSL | SASOL LTD | Kahla Vuyo Dominic | Director, Officer; EVP, Commercial and Legal | Specialty Chemicals | SALE | $14.14 | 21,640 | $305,905 | 114,792 | -15.9% |
| 2026-10-01 20:30 | 2026-09-28 | SSL | SASOL LTD | Baloyi Simon | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $14.14 | 2,123 | $30,011 | 104,354 | -2.0% |
| 2026-10-01 20:34 | 2026-09-28 | SSL | SASOL LTD | Bruns Walt Paul | Director, Officer; Chief Financial Officer | Specialty Chemicals | SALE | $14.14 | 1,798 | $25,417 | 54,819 | -3.2% |
| 2026-10-01 18:04 | 2026-09-30 | FUL | FULLER H B CO | Martin Celine Christine | Director | Specialty Chemicals | BUY | $49.50 | 465 | $22,998 | 465 | +100.0% |
| 2026-10-01 18:04 | 2026-09-29 | FUL | FULLER H B CO | Happe Michael J | Director | Specialty Chemicals | BUY | $49.63 | 2,000 | $99,250 | 3,343 | +148.9% |
| 2026-10-01 14:00 | 2026-09-30 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; Executive COB | Chemicals | SALE | $42.55 | 50,000 | $2,127,535 | 2,278,324 | -2.1% |
| 2026-10-01 01:00 | 2026-09-30 | CX | CEMEX SAB DE CV | Doehner Cobian Mauricio | Officer; EVP Corporate Affairs | Building Materials | SALE | $9.57 | 927,900 | $8,880,467 | 584,930 | -61.3% |
| 2026-09-30 15:15 | 2026-09-28 | FUL | FULLER H B CO | Zaheer Srilata | Director | Specialty Chemicals | BUY | $49.08 | 2,040 | $100,119 | 3,386 | +151.6% |
| 2026-09-30 15:15 | 2026-09-29 | FUL | FULLER H B CO | Lauber Charles T | Director | Specialty Chemicals | BUY | $49.87 | 2,005 | $99,985 | 3,356 | +148.4% |
| 2026-09-30 15:15 | 2026-09-28 | FUL | FULLER H B CO | Rasmussen Trangsrud Teresa J | Director | Specialty Chemicals | BUY | $48.96 | 2,042 | $99,984 | 4,053 | +101.5% |
| 2026-09-30 15:15 | 2026-09-28 | FUL | FULLER H B CO | FLORNESS DANIEL L | Director | Specialty Chemicals | BUY | $49.34 | 2,030 | $100,160 | 3,381 | +150.3% |
| 2026-09-30 15:15 | 2026-09-28 | FUL | FULLER H B CO | HANDLEY THOMAS W | Director | Specialty Chemicals | BUY | $49.41 | 2,000 | $98,820 | 2,000 | +100.0% |
| 2026-09-30 15:21 | 2026-09-28 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 2,598 | $7,566 | 511,667 | +0.5% |
| 2026-09-30 14:41 | 2026-09-28 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $102.20 | 1,000 | $102,195 | 14,633 | -6.4% |
| 2026-09-30 10:30 | - | ASPI | ASP Isotopes Inc. | Ryan Robert John Andrew | Director | Chemicals | BUY | $2.70 | 8,000 | $21,600 | 660,222 | +1.2% |
| 2026-09-30 10:11 | 2026-09-28 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasurer | Other Industrial Metals & Mining | BUY | $0.02 | 171,482 | $3,910 | 171,482 | +100.0% |
| 2026-09-29 21:07 | 2026-09-28 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $0.64 | 2,000 | $1,289 | 11,000 | +22.2% |
| 2026-09-29 20:07 | 2026-09-22 | AMFN | American Fusion, Inc. | Rossa Alexander William | Other | Specialty Chemicals | BUY | $0.10 | 842,775 | $85,963 | 3,000,000 | +39.1% |
| 2026-09-28 20:25 | 2026-09-24 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.10 | 118,549 | $604,446 | 5,348,517 | +2.3% |
| 2026-09-28 20:35 | 2026-09-25 | CLMT | Calumet, Inc. /DE | Mawer Stephen P | Director | Specialty Chemicals | OPT+S | $0.00 | 24,555 | $0 | 348,410 | -6.6% |
| 2026-09-25 21:04 | 2026-09-23 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.92 | 6,342 | $18,524 | 508,524 | +1.3% |
| 2026-09-25 22:52 | 2026-09-25 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 545 | $1,588 | 509,069 | +0.1% |
| 2026-09-25 22:47 | 2026-09-25 | CX | CEMEX SAB DE CV | Zambrano Lozano Rogelio | Director | Building Materials | BUY | $17.28 | 400,800 | $6,926,305 | 10,000,000 | +4.2% |
| 2026-09-25 20:32 | 2026-09-23 | GGB | GERDAU S.A. | Johannpeter Claudio | Other | Steel | SALE | $4.94 | 85,607 | $422,899 | 0 | -100.0% |
| 2026-09-25 19:38 | 2026-09-24 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $200.00 | 100 | $20,000 | 1,503 | -6.2% |
| 2026-09-24 23:31 | 2026-09-08 | SSL | SASOL LTD | Bester Victor | Officer; EVP, Operations and Projects | Specialty Chemicals | SALE | $12.70 | 2,852 | $36,226 | 26,855 | -9.6% |
| 2026-09-24 23:35 | 2026-09-08 | SSL | SASOL LTD | Pillay Sarushen Dhanapalan | Officer; EVP, Business Building | Specialty Chemicals | SALE | $12.70 | 782 | $9,933 | 16,396 | -4.6% |
| 2026-09-24 23:38 | 2026-09-08 | SSL | SASOL LTD | Bruns Walt Paul | Director, Officer; Chief Financial Officer | Specialty Chemicals | SALE | $12.70 | 7,890 | $100,219 | 54,628 | -12.6% |
| 2026-09-24 23:40 | 2026-09-08 | SSL | SASOL LTD | Baloyi Simon | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $12.70 | 5,041 | $64,031 | 104,129 | -4.6% |
| 2026-09-24 23:29 | 2026-09-08 | SSL | SASOL LTD | Siyaya Sandile Lawrence | Officer; EVP, Mining | Specialty Chemicals | SALE | $12.70 | 2,842 | $36,099 | 301 | -90.4% |
| 2026-09-24 23:19 | 2026-09-08 | SSL | SASOL LTD | Kahla Vuyo Dominic | Director, Officer; EVP, Commercial and Legal | Specialty Chemicals | SALE | $12.70 | 22,608 | $287,167 | 114,792 | -16.5% |
| 2026-09-24 01:16 | 2026-09-21 | LCU | Lion Copper Corp. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $4.36 | 1,000 | $4,360 | 3,178,056 | +0.0% |
| 2026-09-23 21:48 | 2026-09-22 | AIAI | AIAI Holdings Corp | Affeldt Eric | Director | Specialty Chemicals | BUY | $3.50 | 42,857 | $150,000 | 47,857 | +857.1% |
| 2026-09-23 21:03 | 2026-09-21 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.10 | 13,515 | $68,924 | 5,229,968 | +0.3% |
Strategic Analysis
Analyzing insider transactions within the Basic Materials sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
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.