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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-15 00:46 | 2026-07-13 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.63 | 11,754 | $30,885 | 428,158 | +2.8% |
| 2026-07-13 15:49 | 2026-07-10 | CMC | COMMERCIAL METALS Co | MATT PETER R | Director, Officer; President and CEO | Steel | BUY | $61.30 | 8,230 | $504,499 | 181,522 | +4.7% |
| 2026-07-13 12:38 | 2026-07-10 | IPX | IPERIONX Ltd | Arima Anastasios | Director, Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $3.58 | 138,720 | $497,228 | 12,455,502 | +1.1% |
| 2026-07-13 12:16 | 2026-07-10 | IPX | IPERIONX Ltd | Hannigan Todd | Director, Officer; Executive Chairman | Other Industrial Metals & Mining | BUY | $3.58 | 525,000 | $1,881,180 | 26,633,334 | +2.0% |
| 2026-07-13 10:07 | 2026-06-17 | VALE | Vale S.A. | Viana Madeira Andre | Director | Other Industrial Metals & Mining | BUY | $16.00 | 9 | $144 | 70 | +14.8% |
| 2026-07-09 21:54 | 2026-07-09 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.59 | 5,282 | $13,671 | 738,534 | -0.7% |
| 2026-07-09 01:45 | 2026-07-06 | AIAI | AIAI Holdings Corp | Glajch Jeffrey | Director | Specialty Chemicals | SALE | $13.38 | 21,780 | $291,493 | 340,321 | -6.0% |
| 2026-07-09 01:03 | 2026-07-07 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $2.51 | 19,718 | $49,400 | 743,816 | -2.6% |
| 2026-07-08 22:42 | 2026-07-07 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.51 | 34,388 | $86,410 | 416,404 | +9.0% |
| 2026-07-08 21:01 | 2026-07-07 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $1.43 | 1,000 | $1,430 | 5,000 | +25.0% |
| 2026-07-08 21:10 | 2026-07-06 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.99 | 5,234 | $31,352 | 4,976,536 | +0.1% |
| 2026-07-08 19:21 | 2026-06-01 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $0.86 | 419,743 | $362,658 | 1,385,672 | +43.5% |
| 2026-07-07 20:58 | 2026-07-02 | IONR | ioneer Ltd | Yeftich Chad | Officer; VP Corp Dev & External Affairs | Other Industrial Metals & Mining | SALE | $0.11 | 706,781 | $77,746 | 6,386,671 | -10.0% |
| 2026-07-07 21:01 | 2026-07-02 | IONR | ioneer Ltd | Weaver Matthew | Officer; SVP of Engineering Operations | Other Industrial Metals & Mining | SALE | $0.11 | 251,293 | $27,642 | 11,299,711 | -2.2% |
| 2026-07-07 21:06 | 2026-07-02 | IONR | ioneer Ltd | Coon Kenneth D | Officer; Vice President Human Resources | Other Industrial Metals & Mining | SALE | $0.11 | 113,899 | $12,529 | 3,475,989 | -3.2% |
| 2026-07-07 13:46 | 2026-07-01 | TMC | TMC the metals Co Inc. | Allseas Group S.A. | 10% owner | Other Industrial Metals & Mining | BUY | $0.00 | 7,305,567 | $0 | 62,419,168 | +13.3% |
| 2026-07-06 20:39 | 2026-07-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $92.38 | 3,000 | $277,140 | 43,315 | -6.5% |
| 2026-07-07 01:22 | 2026-07-02 | AUGO | Aura Minerals Inc. | Rosa Luvizotto Glauber | Officer; Chief Operating Officer | Gold | SALE | $65.23 | 19,010 | $1,240,022 | 390,628 | -4.6% |
| 2026-07-02 20:31 | 2026-07-01 | AUGO | Aura Minerals Inc. | Rosa Luvizotto Glauber | Officer; Chief Operating Officer | Gold | SALE | $65.00 | 2,300 | $149,500 | 409,638 | -0.6% |
| 2026-07-03 01:45 | - | ASPI | ASP Isotopes Inc. | Ainscow Donald George | Officer; EVP, Gen Counsel, Secretary | Chemicals | SALE | $6.14 | 100,000 | $614,000 | 800,000 | -11.1% |
| 2026-07-03 01:45 | - | ASPI | ASP Isotopes Inc. | Kiessling Heather | Officer; Chief Financial Officer | Chemicals | SALE | $6.28 | 23,124 | $145,219 | 1,526,252 | -1.5% |
| 2026-07-03 00:32 | 2026-07-01 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.35 | 11,009 | $25,871 | 382,016 | +3.0% |
| 2026-07-03 00:00 | 2026-06-30 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.51 | 35,000 | $52,731 | 1,022,824 | +3.5% |
| 2026-07-02 22:00 | 2026-06-30 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.86 | 764,202 | $4,477,230 | 4,971,302 | +18.2% |
| 2026-07-02 21:27 | 2026-07-01 | CLMT | Calumet, Inc. /DE | Sajkowski Daniel J | Director | Specialty Chemicals | SALE | $36.16 | 4,240 | $153,318 | 77,718 | -5.2% |
| 2026-07-01 20:06 | 2026-06-29 | CMT | CORE MOLDING TECHNOLOGIES INC | Panda Alex Joseph | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | BUY | $23.59 | 275 | $6,487 | 44,590 | +0.6% |
| 2026-07-02 01:45 | - | ASPI | ASP Isotopes Inc. | Gorley Michael | Director | Chemicals | SALE | $6.27 | 30,000 | $188,100 | 87,908 | -25.4% |
| 2026-07-02 01:45 | - | ASPI | ASP Isotopes Inc. | Wider Todd | Director | Chemicals | SALE | $6.19 | 100,000 | $618,500 | 672,247 | -12.9% |
| 2026-07-02 00:27 | 2026-06-29 | JCTC | JEWETT CAMERON TRADING CO LTD | Bradley Melinda Hodges | 10% owner | Lumber & Wood Production | BUY | $2.28 | 353,607 | $806,224 | 353,507 | +100.0% |
| 2026-07-02 00:15 | 2026-06-30 | AUGO | Aura Minerals Inc. | Dos Santos Cardoso Joao Kleber | Officer; CFO and Corporate Secretary | Gold | SALE | $61.95 | 60,000 | $3,716,994 | 118,111 | -33.7% |
| 2026-07-01 23:22 | 2026-06-26 | JCTC | JEWETT CAMERON TRADING CO LTD | Bradley Melinda Hodges | 10% owner | Lumber & Wood Production | BUY | $2.38 | 17,783 | $42,290 | 371,007 | +5.0% |
| 2026-07-01 20:38 | 2026-06-26 | NWGL | CL Workshop Group Ltd | HRT FINANCIAL LP | 10% owner | Lumber & Wood Production | SALE | $0.25 | 21,150 | $5,266 | 451,934 | -4.5% |
| 2026-07-01 20:38 | 2026-06-25 | NWGL | CL Workshop Group Ltd | HRT FINANCIAL LP | 10% owner | Lumber & Wood Production | BUY | $0.02 | 172,579 | $3,969 | 496,426 | +53.3% |
| 2026-07-01 20:30 | 2026-06-29 | MUX | McEwen Inc. | Brissenden Richard W. | Director | Other Precious Metals & Mining | OPT+S | $18.13 | 3,275 | $59,372 | 18,022 | -15.4% |
| 2026-07-01 10:16 | 2026-06-30 | SBSW | Sibanye Stillwater Ltd | Menell Richard Peter | Director | Other Precious Metals & Mining | BUY | $2.19 | 15,000 | $32,850 | 25,125 | +148.1% |
| 2026-06-30 20:06 | 2026-06-26 | AUGO | Aura Minerals Inc. | Rosa Luvizotto Glauber | Officer; Chief Operating Officer | Gold | SALE | $65.27 | 22,367 | $1,459,894 | 411,938 | -5.2% |
| 2026-07-01 00:20 | 2026-06-26 | AIAI | AIAI Holdings Corp | Liebman Stephanie | Officer; EVP/CFO | Specialty Chemicals | SALE | $14.58 | 26,177 | $381,645 | 161,259 | -14.0% |
| 2026-07-01 00:22 | 2026-06-26 | AIAI | AIAI Holdings Corp | Weiszhaar Barbara Barton | Officer; SVP/CAO | Specialty Chemicals | SALE | $14.54 | 21,178 | $307,909 | 161,339 | -11.6% |
| 2026-06-30 23:51 | 2026-06-26 | PRM | Perimeter Solutions, Inc. | WINDACRE PARTNERSHIP LLC | 10% owner | Specialty Chemicals | SALE | $34.28 | 5,705,979 | $195,608,948 | 16,148,621 | -26.1% |
| 2026-06-30 11:52 | 2026-06-26 | SBSW | Sibanye Stillwater Ltd | Keyter Charl | Director, Officer; Chief Financial Officer | Other Precious Metals & Mining | BUY | $2.24 | 200,000 | $448,000 | 2,200,000 | +10.0% |
| 2026-06-30 00:00 | 2026-06-24 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.54 | 25,416 | $39,103 | 987,824 | +2.6% |
| 2026-06-29 14:27 | 2026-06-26 | ACNT | ASCENT INDUSTRIES CO. | Mazzaferro Aldo John Jr | Director | Chemicals | SALE | $14.10 | 1,500 | $21,150 | 18,362 | -7.6% |
| 2026-06-26 22:30 | 2026-06-25 | CTGO | Contango Silver & Gold Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | BUY | $15.24 | 4,111 | $62,652 | 555,251 | +0.7% |
| 2026-06-26 20:30 | 2026-06-25 | GRML | Greenland Mines Ltd | El-Dada Riad Hussein | Director | Other Precious Metals & Mining | SALE | $0.23 | 175,000 | $40,548 | 175,000 | -50.0% |
| 2026-06-25 21:02 | 2026-06-23 | CMT | CORE MOLDING TECHNOLOGIES INC | CELLITTI THOMAS R | Director | Specialty Chemicals | SALE | $24.04 | 1,413 | $33,971 | 92,393 | -1.5% |
| 2026-06-24 20:14 | 2026-06-22 | AUGO | Aura Minerals Inc. | Rosa Luvizotto Glauber | Officer; Chief Operating Officer | Gold | SALE | $65.22 | 6,323 | $412,386 | 434,305 | -1.4% |
| 2026-06-24 13:50 | 2026-06-23 | GFI | GOLD FIELDS LTD | MacKenzie John Fraser | Director | Gold | BUY | $33.31 | 500 | $16,655 | 500 | +100.0% |
| 2026-06-23 22:27 | 2026-06-18 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $43.90 | 3,412 | $149,787 | 436,243 | -0.8% |
| 2026-06-23 00:00 | 2026-06-17 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.64 | 8,264 | $13,563 | 962,408 | +0.9% |
| 2026-06-22 21:04 | 2026-06-17 | CMT | CORE MOLDING TECHNOLOGIES INC | CELLITTI THOMAS R | Director | Specialty Chemicals | SALE | $24.00 | 2,507 | $60,172 | 93,806 | -2.6% |
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.