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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-25 14:02 | 2026-03-24 | SBSW | Sibanye Stillwater Ltd | Menell Richard Peter | Director | Other Precious Metals & Mining | BUY | $11.43 | 2,500 | $28,575 | 2,500 | +100.0% |
| 2026-03-25 01:18 | 2026-03-20 | METC | Ramaco Resources, Inc. | Lawrence Bryan H. | Director | Coking Coal | SALE | $13.67 | 600,000 | $8,202,840 | 3,213,901 | -15.7% |
| 2026-03-24 23:28 | 2026-03-20 | GGB | GERDAU S.A. | Johannpeter Guilherme Chagas Gerdau | Other | Steel | SALE | $3.29 | 85,607 | $281,647 | 0 | -100.0% |
| 2026-03-23 23:54 | 2026-03-19 | AUGO | Aura Minerals Inc. | Barbosa Rodrigo Cardoso | Officer; President and CEO | Gold | SALE | $64.46 | 15,000 | $966,908 | 854,745 | -1.7% |
| 2026-03-23 21:54 | 2026-03-16 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $72.48 | 2,500 | $181,200 | 65,977 | -3.7% |
| 2026-03-23 21:18 | 2026-03-20 | NWPX | NWPX Infrastructure, Inc. | Brittain Miles | Officer; Executive Vice President | Steel | SALE | $70.89 | 3,300 | $233,941 | 20,006 | -14.2% |
| 2026-03-23 20:59 | 2026-03-10 | REEMF | RARE ELEMENT RESOURCES LTD | Synchron | 10% owner | Other Industrial Metals & Mining | BUY | $24,035,774.40 | 100,149,060 | $2,407,160,212,532,064 | 460,889,576 | +27.8% |
| 2026-03-23 18:01 | 2026-03-19 | TTAM | Titan America SA | Wilt Lawrence Hugh Jr. | Officer; Chief Financial Officer | Building Materials | BUY | $14.93 | 20,000 | $298,600 | 20,000 | +100.0% |
| 2026-03-23 14:26 | 2026-03-20 | LAC | LITHIUM AMERICAS CORP. | BROWN MICHAEL JOHN | Director | Other Industrial Metals & Mining | BUY | $3.78 | 1,000 | $3,780 | 7,201 | +16.1% |
| 2026-03-21 00:28 | 2026-03-12 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $191.07 | 8,000 | $1,528,550 | 874,537 | +0.9% |
| 2026-03-20 20:46 | 2026-03-19 | CTGO | Contango ORE, Inc. | Clark Michael Aaron | Officer; CFO & Secretary | Gold | SALE | $17.92 | 10,075 | $180,544 | 39,798 | -20.2% |
| 2026-03-20 20:30 | 2026-03-19 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | SALE | $17.92 | 21,621 | $387,448 | 517,140 | -4.0% |
| 2026-03-20 20:30 | 2026-03-19 | CTGO | Contango ORE, Inc. | Larimer David Gregory | Officer; VP Exploration | Gold | SALE | $17.92 | 2,775 | $49,728 | 12,793 | -17.8% |
| 2026-03-20 20:31 | 2026-03-18 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $108.00 | 3,000 | $324,000 | 55,315 | -5.1% |
| 2026-03-20 19:06 | 2026-03-20 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; Chief Operating Officer | Specialty Chemicals | BUY | $20.05 | 400 | $8,020 | 168,899 | +0.2% |
| 2026-03-20 17:41 | 2026-03-20 | SBSW | Sibanye Stillwater Ltd | Keyter Charl | Director, Officer; Chief Financial Officer | Other Precious Metals & Mining | BUY | $11.63 | 148,819 | $1,730,765 | 1,965,000 | +8.2% |
| 2026-03-19 20:03 | 2026-03-18 | FRD | FRIEDMAN INDUSTRIES INC | Chhibbar Gaurav | Officer; Chief Operating Officer | Steel | BUY | $16.94 | 400 | $6,776 | 51,400 | +0.8% |
| 2026-03-20 01:20 | 2026-03-17 | METC | Ramaco Resources, Inc. | Lawrence Bryan H. | Director | Coking Coal | SALE | $14.20 | 800,000 | $11,359,120 | 3,455,950 | -18.8% |
| 2026-03-19 21:02 | 2026-03-17 | ALOY | REALLOYS INC. | KEPLER GUST | 10% owner, Other | Other Industrial Metals & Mining | SALE | $12.89 | 62,000 | $799,416 | 414,218 | -13.0% |
| 2026-03-19 20:23 | 2026-03-17 | CF | CF Industries Holdings, Inc. | Mayer Erik M. | Officer; VP, Clean Energy & BusDevelop | Agricultural Inputs | SALE | $124.69 | 1,500 | $187,035 | 6,341 | -19.1% |
| 2026-03-19 20:15 | 2026-03-17 | CRN | Coronado Global Resources Inc. | Pollard Emma | Officer; Chief P&S Officer | Coking Coal | SALE | $2.06 | 39,474 | $81,316 | 0 | -100.0% |
| 2026-03-19 20:15 | 2026-03-17 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP, Chief Commercial Officer | Agricultural Inputs | SALE | $126.00 | 6,000 | $756,000 | 69,472 | -7.9% |
| 2026-03-19 20:16 | 2026-03-17 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | SALE | $125.38 | 3,499 | $438,705 | 31,036 | -10.1% |
| 2026-03-19 19:00 | 2026-03-19 | CMT | CORE MOLDING TECHNOLOGIES INC | Gayford Michael James | Officer; EVP of Operations | Specialty Chemicals | BUY | $20.12 | 500 | $10,060 | 27,167 | +1.9% |
| 2026-03-19 16:45 | 2026-03-16 | SBSW | Sibanye Stillwater Ltd | Maphai Thabane Vincent | Director | Other Precious Metals & Mining | BUY | $13.34 | 12,000 | $160,080 | 140,178 | +9.4% |
| 2026-03-18 20:27 | 2026-03-17 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $37.91 | 2,489 | $94,358 | 447,459 | -0.6% |
| 2026-03-18 20:40 | 2026-03-13 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $174.60 | 193 | $33,698 | 1,707 | -10.2% |
| 2026-03-18 20:27 | 2026-03-12 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $190.00 | 7 | $1,330 | 1,900 | -0.4% |
| 2026-03-18 20:32 | 2026-03-16 | NEM | NEWMONT Corp /DE/ | Fry David James | Officer; Group Head Projects & Studies | Gold | SALE | $111.45 | 18,394 | $2,050,037 | 17,147 | -51.8% |
| 2026-03-18 12:12 | 2026-03-17 | ACNT | ASCENT INDUSTRIES CO. | Kitchen John Bryan | Officer; Chief Executive Officer | Chemicals | BUY | $12.98 | 7,595 | $98,569 | 79,985 | +10.5% |
| 2026-03-17 21:03 | 2026-03-13 | ALOY | REALLOYS INC. | KEPLER GUST | 10% owner, Other | Other Industrial Metals & Mining | SALE | $11.54 | 120,000 | $1,384,488 | 476,218 | -20.1% |
| 2026-03-17 19:59 | 2026-03-16 | NWPX | NWPX Infrastructure, Inc. | Julian Amanda | Director | Steel | SALE | $71.98 | 3,473 | $249,999 | 10,417 | -25.0% |
| 2026-03-17 19:57 | 2026-03-16 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $71.44 | 2,500 | $178,600 | 68,477 | -3.5% |
| 2026-03-18 00:18 | 2026-03-17 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $60.00 | 46,000 | $2,760,000 | 129,017 | -26.3% |
| 2026-03-18 00:20 | 2026-03-16 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $60.01 | 13,914 | $834,979 | 61,053 | -18.6% |
| 2026-03-18 00:31 | 2026-03-17 | HYMC | HYCROFT MINING HOLDING CORP | Jennings Rebecca | Officer; SVP & General Counsel | Gold | SALE | $39.33 | 9,071 | $356,781 | 215,794 | -4.0% |
| 2026-03-18 00:10 | 2026-03-13 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.93 | 171,034 | $330,181 | 890,635 | +23.8% |
| 2026-03-17 21:35 | 2026-03-16 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Director, Officer; President and CEO | Aluminum | SALE | $55.47 | 150,000 | $8,320,500 | 142,580 | -51.3% |
| 2026-03-17 20:40 | 2026-03-16 | CSTM | CONSTELLIUM SE | Becker Marcus | Officer; SVP CPO | Aluminum | SALE | $25.09 | 10,000 | $250,900 | 27,175 | -26.9% |
| 2026-03-17 19:37 | 2026-03-02 | CSTM | CONSTELLIUM SE | Deslarzes Jean-Christophe | Director | Aluminum | BUY | $24.77 | 1,665 | $41,242 | 40,700 | +4.3% |
| 2026-03-17 18:43 | 2026-03-17 | SLVM | Sylvamo Corp | Wilczynski Patrick | Officer; SVP, Operational Excellence | Paper & Paper Products | SALE | $42.28 | 6,000 | $253,680 | 38,313 | -13.5% |
| 2026-03-16 17:59 | 2026-03-13 | AMRZ | Amrize Ltd | Gross Mario | Officer; Chief Supply Chain Officer | Building Materials | BUY | $55.29 | 3,200 | $176,936 | 30,947 | +11.5% |
| 2026-03-16 17:53 | 2026-03-13 | AMRZ | Amrize Ltd | Brouwer Roald | Officer; Chief Technology Officer | Building Materials | BUY | $54.88 | 2,000 | $109,760 | 18,257 | +12.3% |
| 2026-03-16 20:58 | 2026-03-12 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | BUY | $45.20 | 215,229 | $9,727,813 | 20,731,985 | +1.0% |
| 2026-03-16 20:33 | 2026-03-12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Fyrwald J Erik | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $69.79 | 14,260 | $995,204 | 91,630 | +18.4% |
| 2026-03-16 20:33 | 2025-09-29 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | FRIBOURG PAUL J | Director | Specialty Chemicals | SALE | $65.23 | 222 | $14,481 | 8 | -96.5% |
| 2026-03-16 20:33 | 2025-08-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | FRIBOURG PAUL J | Director | Specialty Chemicals | BUY | $70.12 | 156,459 | $10,971,328 | 11 | +100.0% |
| 2026-03-16 21:09 | 2026-03-12 | NWPX | NWPX Infrastructure, Inc. | Brittain Miles | Officer; Executive Vice President | Steel | SALE | $71.01 | 4,000 | $284,040 | 23,306 | -14.6% |
| 2026-03-14 00:12 | 2026-03-11 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $186.87 | 10,000 | $1,868,707 | 866,537 | +1.2% |
| 2026-03-13 21:59 | 2026-03-11 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Other | Agricultural Inputs | SALE | $126.56 | 81,651 | $10,333,628 | 54,995 | -59.8% |
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.