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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-31 01:10 | 2026-10-28 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $0.97 | 30,000 | $29,055 | 2,196,973 | +1.4% |
| 2026-10-30 21:42 | 2026-09-24 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $200.00 | 100 | $20,000 | 1,403 | -6.7% |
| 2026-10-30 21:28 | 2026-10-22 | VALE | Vale S.A. | de Souza Funo Elaine Maria | Officer; Accounting Officer | Other Industrial Metals & Mining | BUY | $12.53 | 247 | $3,094 | 32,509 | +0.8% |
| 2026-10-30 21:10 | 2026-10-28 | BIOF | BLUE BIOFUELS, INC. | Kneppers Chris J | Director | Specialty Chemicals | SALE | $0.10 | 452,000 | $47,234 | 19,295,167 | -2.3% |
| 2026-10-30 18:57 | 2026-10-29 | NUE | NUCOR CORP | Hanners Noah C | Officer; Executive Vice President | Steel | SALE | $275.03 | 5,190 | $1,427,406 | 44,073 | -10.5% |
| 2026-10-29 20:56 | 2026-10-01 | IBATF | INTERNATIONAL BATTERY METALS LTD. | Encompass Capital Advisors LLC | 10% owner | Other Industrial Metals & Mining | SALE | $0.06 | 520,000 | $31,200 | 57,377,081 | -0.9% |
| 2026-10-29 20:05 | 2026-10-28 | ELVR | Elevra Lithium Ltd | Cortes Vargas Christian Mauricio | Officer; Chief Financial Officer | Other Industrial Metals & Mining | BUY | $2.67 | 16,000 | $42,720 | 0 | +100.0% |
| 2026-10-28 22:55 | 2026-10-26 | NVA | Nova Minerals Corp | Girnun Joshua I. | Director | Other Industrial Metals & Mining | BUY | $2.95 | 6,780 | $20,001 | 6,780 | +100.0% |
| 2026-10-28 20:40 | 2026-10-15 | WS | Worthington Steel, Inc. | Ganem George John III | Officer; CEO Americas Kloeckner Metals | Steel | BUY | $39.37 | 800 | $31,492 | 800 | +100.0% |
| 2026-10-28 20:31 | 2026-10-27 | RS | RELIANCE, INC. | Koch Stephen Paul | Officer; Exec. VP, COO | Steel | SALE | $430.87 | 8,334 | $3,590,859 | 8,209 | -50.4% |
| 2026-10-28 20:16 | 2026-10-26 | THM | INTERNATIONAL TOWER HILL MINES LTD | Wiens David Victor | Director, Officer; Chief Executive Officer | Gold | BUY | $1.95 | 3,000 | $5,850 | 86,682 | +3.6% |
| 2026-10-28 19:56 | 2026-10-28 | HYMC | HYCROFT MINING HOLDING CORP | Rhodes Blake | Director | Gold | BUY | $16.69 | 3,000 | $50,075 | 7,068 | +73.7% |
| 2026-10-28 17:24 | 2026-10-27 | DRD | DRDGOLD LTD | Mashatola Mpho | Officer; Group Fin. & Business Dev. Mgr | Gold | OPT+S | $2.44 | 13,014 | $31,771 | 55,774 | -18.9% |
| 2026-10-28 16:27 | 2026-10-27 | DRD | DRDGOLD LTD | Kruger Kevin | Officer; Head of Technical Services | Gold | OPT+S | $2.44 | 73,830 | $180,241 | 9,240 | -88.9% |
| 2026-10-28 16:29 | 2026-10-27 | DRD | DRDGOLD LTD | Moloto Kgabo | Officer; General Manager FWGR Ops. | Gold | OPT+S | $2.44 | 21,999 | $53,706 | 0 | -100.0% |
| 2026-10-28 16:30 | 2026-10-27 | DRD | DRDGOLD LTD | Laas Lihan | Officer; Financial Manager FWGR Ops. | Gold | OPT+S | $2.44 | 14,787 | $36,100 | 0 | -100.0% |
| 2026-10-28 16:32 | 2026-10-27 | DRD | DRDGOLD LTD | Schoeman Jacobus | Officer; Chief Operating Officer | Gold | OPT+S | $2.44 | 94,575 | $230,886 | 70,000 | -57.5% |
| 2026-10-28 16:14 | 2026-10-27 | DRD | DRDGOLD LTD | Gouws Henry | Officer; Head of Prod., Dir. of Ergo | Gold | OPT+S | $2.44 | 89,160 | $217,666 | 3,050 | -96.7% |
| 2026-10-28 16:20 | 2026-10-27 | DRD | DRDGOLD LTD | Lindecke Dean | Officer; General Manager Ergo Ops. | Gold | OPT+S | $2.44 | 48,948 | $119,497 | 0 | -100.0% |
| 2026-10-28 16:23 | 2026-10-27 | DRD | DRDGOLD LTD | Bornman Ryno | Officer; Financial Manager Ergo Ops. | Gold | OPT+S | $2.44 | 8,388 | $20,478 | 16,959 | -33.1% |
| 2026-10-28 16:01 | 2026-10-27 | DRD | DRDGOLD LTD | Pretorius Daniel | Director, Officer; Chief Executive Officer | Gold | OPT+S | $2.44 | 117,980 | $288,025 | 1,144,012 | -9.3% |
| 2026-10-28 16:06 | 2026-10-27 | DRD | DRDGOLD LTD | Hooijer Henriette | Director, Officer; Chief Financial Officer | Gold | OPT+S | $2.44 | 22,687 | $55,386 | 199,827 | -10.2% |
| 2026-10-26 20:30 | 2026-10-22 | CITR | CitroTech Inc. | HUFF CRAIG A | Director, 10% owner | Specialty Chemicals | BUY | $2.50 | 200,000 | $500,000 | 3,557,467 | +6.0% |
| 2026-10-26 20:15 | 2026-10-15 | LXU | LSB INDUSTRIES, INC. | Ackerman Jonathan Z. | Director | Chemicals | BUY | $10.17 | 1,000 | $10,170 | 12,252 | +8.9% |
| 2026-10-23 21:32 | 2026-10-21 | LCU | Lion Copper Corp. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $4.18 | 4,000 | $16,700 | 3,191,656 | +0.1% |
| 2026-10-23 21:09 | 2026-09-29 | AHNRF | ATHENA GOLD CORP | Kushner Koby Solomon | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.21 | 17,000 | $3,534 | 191,772 | +9.7% |
| 2026-10-23 13:29 | 2026-10-22 | CLF | CLEVELAND-CLIFFS INC. | Camara Edilson | Director | Steel | BUY | $13.49 | 7,400 | $99,826 | 64,717 | +12.9% |
| 2026-10-23 01:44 | 2026-10-20 | BIOF | BLUE BIOFUELS, INC. | Kneppers Chris J | Director | Specialty Chemicals | SALE | $0.10 | 125,510 | $12,551 | 19,747,167 | -0.6% |
| 2026-10-22 22:45 | 2026-10-20 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $0.72 | 103,875 | $74,842 | 2,166,973 | +5.0% |
| 2026-10-22 01:45 | - | ASPI | ASP Isotopes Inc. | Kiessling Heather | Officer; Chief Financial Officer | Chemicals | SALE | $2.19 | 21,830 | $47,808 | 1,504,422 | -1.4% |
| 2026-10-21 20:10 | 2026-10-19 | WS | Worthington Steel, Inc. | Larivey Clifford | Officer; President Flat Rolled Stl Proc | Steel | SALE | $40.18 | 7,168 | $287,998 | 26,351 | -21.4% |
| 2026-10-20 21:41 | 2026-10-16 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 7,305 | $21,221 | 543,799 | +1.4% |
| 2026-10-20 20:47 | 2026-10-20 | AHNRF | ATHENA GOLD CORP | POWER JOHN C /CA/ | Director, Officer; Secretary | Other Precious Metals & Mining | BUY | $0.12 | 10,000 | $1,150 | 1,278,611 | +0.8% |
| 2026-10-20 20:32 | 2026-10-16 | NVA | Nova Minerals Corp | Gerteisen Christopher | Director, Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $3.26 | 6,737 | $21,932 | 150,440 | +4.7% |
| 2026-10-20 20:32 | 2026-10-16 | NVA | Nova Minerals Corp | Geller Avi | Director | Other Industrial Metals & Mining | BUY | $3.13 | 1,600 | $5,000 | 1,600 | +100.0% |
| 2026-10-19 21:38 | 2026-10-15 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $0.72 | 983,804 | $706,076 | 2,063,098 | +91.2% |
| 2026-10-19 20:17 | 2026-10-15 | WS | Worthington Steel, Inc. | Larivey Clifford | Officer; President Flat Rolled Stl Proc | Steel | SALE | $40.30 | 19,470 | $784,583 | 33,519 | -36.7% |
| 2026-10-19 13:38 | 2026-10-16 | FUL | FULLER H B CO | Malik Muhammad Shahbaz | Officer; Senior VP, BAS | Specialty Chemicals | BUY | $52.23 | 479 | $25,000 | 14,176 | +3.5% |
| 2026-10-17 01:57 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; COO | Chemicals | SALE | $2.11 | 22,500 | $47,565 | 2,225,941 | -1.0% |
| 2026-10-16 20:54 | 2026-10-15 | ODC | Oil-Dri Corp of America | Lamson Christopher B | Officer; Group Vice President | Specialty Chemicals | SALE | $80.27 | 7,000 | $561,890 | 4,453 | -61.1% |
| 2026-10-16 20:56 | 2026-10-16 | ODC | Oil-Dri Corp of America | Ryan Amy | Director | Specialty Chemicals | SALE | $78.80 | 1,100 | $86,680 | 2,800 | -28.2% |
| 2026-10-16 19:05 | 2026-10-15 | NWPX | NWPX Infrastructure, Inc. | ROMAN RICHARD A | Director | Steel | SALE | $96.84 | 4,000 | $387,354 | 25,340 | -13.6% |
| 2026-10-16 00:47 | 2026-10-13 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 883 | $2,565 | 532,739 | +0.2% |
| 2026-10-15 22:02 | 2026-10-13 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 4,638 | $13,473 | 536,494 | +0.9% |
| 2026-10-15 18:22 | 2026-10-13 | BIOF | BLUE BIOFUELS, INC. | Kneppers Chris J | Director | Specialty Chemicals | SALE | $0.10 | 100,000 | $10,000 | 19,872,677 | -0.5% |
| 2026-10-14 16:52 | 2026-10-12 | LCU | Lion Copper Corp. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $3.84 | 1,000 | $3,840 | 3,187,656 | +0.0% |
| 2026-10-13 22:14 | 2026-10-08 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 12,259 | $35,620 | 531,856 | +2.4% |
| 2026-10-13 19:02 | 2026-10-08 | FEAM | 5E Advanced Materials, Inc. | vant Hoff Graham | Director | Specialty Chemicals | BUY | $3.59 | 60,000 | $215,400 | 102,997 | +139.5% |
| 2026-10-13 17:10 | 2026-10-09 | LCU | Lion Copper Corp. | SHARMAN MARK BRADY | Director | Other Industrial Metals & Mining | BUY | $3.98 | 7,285 | $28,997 | 179,905 | +4.2% |
| 2026-10-09 23:16 | 2026-10-08 | LCU | Lion Copper Corp. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $4.01 | 5,600 | $22,457 | 3,186,656 | +0.2% |
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.