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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-04 21:00 | 2026-06-02 | IBATF | INTERNATIONAL BATTERY METALS LTD. | RUTLEDGE MICHAEL A | Officer; Chief Financial Officer | Other Industrial Metals & Mining | OPT+S | $0.09 | 197,292 | $18,545 | 252,708 | -43.8% |
| 2026-06-04 17:13 | 2026-06-02 | HCC | WARRIOR MET COAL, INC. | Gant Kelli K. | Officer; See remarks | Coking Coal | SALE | $110.00 | 20,000 | $2,200,000 | 67,775 | -22.8% |
| 2026-06-04 14:45 | 2026-06-03 | NUE | NUCOR CORP | Hollatz John J | Officer; Executive Vice President | Steel | OPT+S | $258.46 | 10,560 | $2,729,291 | 97,865 | -9.7% |
| 2026-06-04 12:51 | 2026-06-03 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | BUY | $64.95 | 2,800 | $181,860 | 437,765 | +0.6% |
| 2026-06-03 20:39 | 2026-06-01 | WS | Worthington Steel, Inc. | ADAMS TIMOTHY A | Officer; Chief Financial Officer | Steel | OPT+S | $42.27 | 2,367 | $100,059 | 44,098 | -5.1% |
| 2026-06-03 20:40 | 2026-06-01 | WS | Worthington Steel, Inc. | KLINGLER JEFFREY R | Officer; Chief Operating Officer | Steel | OPT+S | $43.82 | 20,236 | $886,669 | 93,212 | -17.8% |
| 2026-06-03 20:42 | 2026-06-01 | NEM | NEWMONT Corp /DE/ | Viljoen Natascha | Director, Officer; President & CEO | Gold | SALE | $105.32 | 3,882 | $408,852 | 142,999 | -2.6% |
| 2026-06-03 20:37 | 2026-06-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $105.32 | 3,000 | $315,960 | 46,315 | -6.1% |
| 2026-06-03 20:14 | 2026-06-02 | JHX | James Hardie Industries plc | Rowland Suzanne B | Director | Building Materials | BUY | $22.91 | 3,000 | $68,730 | 15,225 | +24.5% |
| 2026-06-03 20:27 | 2026-06-02 | GGB | GERDAU S.A. | Metz Mauricio | Other | Steel | SALE | $4.85 | 7,000 | $33,950 | 22,536 | -23.7% |
| 2026-06-03 20:54 | 2026-06-02 | GGB | GERDAU S.A. | Wang Chia Yuan | Other | Steel | SALE | $4.49 | 30,935 | $138,898 | 0 | -100.0% |
| 2026-06-04 01:45 | - | ASPI | ASP Isotopes Inc. | Mann Paul Elliot | Director, Officer; Chairman and CEO | Chemicals | SALE | $7.98 | 251,275 | $2,004,345 | 9,579,845 | -2.6% |
| 2026-06-04 00:30 | 2026-06-01 | WWR | WESTWATER RESOURCES, INC. | PAGLIARA TRACY D | Director | Other Industrial Metals & Mining | SALE | $0.57 | 26,237 | $15,050 | 923,888 | -2.8% |
| 2026-06-03 22:42 | 2026-06-03 | LODE | Comstock Inc. | Drozdoff Leo M | Director | Other Precious Metals & Mining | BUY | $4.11 | 7,000 | $28,770 | 193,474 | +3.8% |
| 2026-06-03 22:42 | 2026-06-03 | LODE | Comstock Inc. | DEGASPERIS CORRADO | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $3.98 | 10,682 | $42,461 | 181,500 | +6.3% |
| 2026-06-03 22:43 | 2026-06-01 | LODE | Comstock Inc. | Pei Steven Yu-Tsung | Director | Other Precious Metals & Mining | BUY | $4.02 | 360,000 | $1,446,660 | 1,890,980 | +23.5% |
| 2026-06-03 22:43 | 2026-06-03 | LODE | Comstock Inc. | SPENCE ROBERT | Director | Other Precious Metals & Mining | BUY | $3.97 | 24,410 | $96,908 | 32,403 | +305.4% |
| 2026-06-03 20:01 | 2026-06-02 | ECVT | Ecovyst Inc. | Lorance Sarah | Director | Specialty Chemicals | SALE | $13.33 | 8,450 | $112,639 | 54,700 | -13.4% |
| 2026-06-03 19:02 | 2026-06-01 | NUE | NUCOR CORP | QUERY KENNETH REX | Officer; Executive Vice President | Steel | SALE | $251.37 | 13,529 | $3,400,843 | 64,685 | -17.3% |
| 2026-06-03 13:45 | 2026-06-02 | REX | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO, VP-Finance, Treasurer | Chemicals | SALE | $48.73 | 5,086 | $247,857 | 254,084 | -2.0% |
| 2026-06-03 11:14 | 2026-06-02 | GFI | GOLD FIELDS LTD | McGill Jacqueline Elizabeth | Director | Gold | BUY | $37.70 | 500 | $18,850 | 500 | +100.0% |
| 2026-06-02 21:52 | 2026-06-02 | TMC | TMC the metals Co Inc. | May Brendan | Director | Other Industrial Metals & Mining | SALE | $6.42 | 20,768 | $133,331 | 193,346 | -9.7% |
| 2026-06-02 20:27 | 2026-06-01 | AMR | Alpha Metallurgical Resources, Inc. | Manno Mark Matthew | Officer; EVP, GC & Secretary | Coking Coal | SALE | $214.64 | 460 | $98,734 | 3,966 | -10.4% |
| 2026-06-02 22:54 | 2026-06-02 | DD | DuPont de Nemours, Inc. | Koch Lori | Director, Officer; CEO | Specialty Chemicals | SALE | $48.82 | 261 | $12,741 | 0 | -100.0% |
| 2026-06-02 21:53 | 2026-06-02 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $200.00 | 100 | $20,000 | 1,707 | -5.5% |
| 2026-06-02 21:55 | 2026-06-01 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $18.60 | 39,000 | $725,400 | 77,204 | -33.6% |
| 2026-06-02 21:22 | 2026-06-01 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | FRIBOURG PAUL J | Director | Specialty Chemicals | BUY | $74.29 | 273,500 | $20,317,850 | 2,682,730 | +11.4% |
| 2026-06-02 00:30 | 2026-05-28 | WWR | WESTWATER RESOURCES, INC. | PAGLIARA TRACY D | Director | Other Industrial Metals & Mining | SALE | $0.57 | 23,763 | $13,621 | 950,125 | -2.4% |
| 2026-06-01 21:35 | 2026-05-28 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $77.36 | 132,356 | $10,238,769 | 434,965 | -23.3% |
| 2026-06-01 20:59 | 2026-06-01 | LWLG | Lightwave Logic, Inc. | Quan Snizhana P. | Officer; Principal Financial Officer | Specialty Chemicals | SALE | $11.41 | 345 | $3,936 | 50,780 | -0.7% |
| 2026-06-01 19:58 | 2026-05-29 | MTRN | MATERION Corp | PHILLIPPY ROBERT J | Director | Other Industrial Metals & Mining | SALE | $218.62 | 3,500 | $765,164 | 3,664 | -48.9% |
| 2026-06-01 18:03 | 2026-05-28 | NGVT | Ingevity Corp | DYER TERRANCE M | Officer; SVP, Chief HR Officer | Specialty Chemicals | SALE | $68.49 | 496 | $33,971 | 7,202 | -6.4% |
| 2026-06-01 17:34 | 2026-05-28 | CSTM | CONSTELLIUM SE | Becker Marcus | Officer; SVP CPO | Aluminum | SALE | $34.93 | 10,391 | $362,958 | 16,784 | -38.2% |
| 2026-06-01 14:29 | 2026-05-28 | IAUX | i-80 Gold Corp. | Begeman John Arthur | Director | Gold | OPT+S | $1.59 | 24,356 | $38,726 | 827,354 | -2.9% |
| 2026-05-30 00:59 | 2026-05-27 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $65.56 | 400,000 | $26,225,240 | 11,805,965 | -3.3% |
| 2026-05-29 22:22 | 2026-05-28 | DC | Dakota Gold Corp. | KENNER TODD J | Director | Gold | BUY | $5.60 | 17,921 | $100,358 | 17,921 | +100.0% |
| 2026-05-29 21:35 | 2026-05-27 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President & COO | Specialty Chemicals | SALE | $1.76 | 87,700 | $154,334 | 1,314,441 | -6.3% |
| 2026-05-29 21:35 | 2026-05-27 | GEVO | Gevo, Inc. | Agiri Oluwagbemileke Yusuf | Officer; CFO | Specialty Chemicals | SALE | $1.77 | 31,958 | $56,652 | 554,144 | -5.5% |
| 2026-05-29 21:35 | 2026-05-27 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief of Staff | Specialty Chemicals | SALE | $1.76 | 25,101 | $44,173 | 711,765 | -3.4% |
| 2026-05-29 21:36 | 2026-05-27 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Mktg Cust & Brnd Officer | Specialty Chemicals | SALE | $1.76 | 32,667 | $57,487 | 321,051 | -9.2% |
| 2026-05-29 21:37 | 2026-05-27 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director | Specialty Chemicals | SALE | $1.76 | 186,469 | $328,148 | 3,728,993 | -4.8% |
| 2026-05-29 21:34 | 2026-05-27 | GEVO | Gevo, Inc. | Bloom Paul D | Director, Officer; CEO | Specialty Chemicals | SALE | $1.76 | 75,735 | $133,278 | 1,518,588 | -4.8% |
| 2026-05-28 20:10 | 2026-05-26 | GGB | GERDAU S.A. | Metz Mauricio | Other | Steel | SALE | $4.70 | 5,000 | $23,500 | 29,536 | -14.5% |
| 2026-05-28 20:18 | 2026-05-26 | KWR | QUAKER CHEMICAL CORP | Bijlani Jeewat | Officer; EVP, Glob. Spec. & CGO | Specialty Chemicals | OPT+S | $145.77 | 731 | $106,556 | 6,748 | -9.8% |
| 2026-05-28 18:40 | 2026-05-27 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $75.62 | 9,652 | $729,884 | 567,321 | -1.7% |
| 2026-05-27 20:34 | 2026-05-22 | WS | Worthington Steel, Inc. | Larivey Clifford | Officer; President Flat Rolled Stl Proc | Steel | OPT+S | $40.09 | 11,105 | $445,249 | 64,308 | -14.7% |
| 2026-05-27 20:36 | 2026-05-27 | ECL | ECOLAB INC. | Vautrinot Suzanne M | Director | Specialty Chemicals | OPT+S | $264.98 | 1,004 | $266,040 | 11,651 | -7.9% |
| 2026-05-26 22:31 | 2024-03-08 | CRN | Coronado Global Resources Inc. | Bitzer Jeffrey D | Other | Coking Coal | SALE | $3.10 | 25,172 | $77,922 | 37,060 | -40.4% |
| 2026-05-26 22:32 | 2024-03-08 | CRN | Coronado Global Resources Inc. | Spindler Garold | Director, Officer; Interim CEO | Coking Coal | SALE | $3.75 | 159,503 | $598,805 | 113,167 | -58.5% |
| 2026-05-26 20:31 | 2026-05-22 | GGB | GERDAU S.A. | Japur Rafael Dorneles | Other | Steel | SALE | $4.75 | 5,000 | $23,750 | 96,967 | -4.9% |
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.