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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-17 00:41 | 2026-06-12 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $200.73 | 10,000 | $2,007,296 | 985,394 | +1.0% |
| 2026-06-16 23:26 | 2026-06-12 | CDE | Coeur Mining, Inc. | McGrath Aoife | Officer; EVP, Exploration | Gold | BUY | $16.95 | 635 | $10,763 | 184,653 | +0.3% |
| 2026-06-16 21:50 | 2026-06-12 | HYMC | HYCROFT MINING HOLDING CORP | Jennings Rebecca | Officer; SVP & General Counsel | Gold | SALE | $26.42 | 16,523 | $436,582 | 0 | -100.0% |
| 2026-06-16 20:54 | 2026-06-15 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $292.29 | 2,212 | $646,545 | 8,716 | -20.2% |
| 2026-06-16 18:24 | 2026-06-16 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; SVP & General Counsel | Gold | SALE | $215.85 | 500 | $107,925 | 8,582 | -5.5% |
| 2026-06-16 17:37 | 2026-06-12 | PPG | PPG INDUSTRIES INC | Hefel Juliane M. | Officer; Sr. VP, Ind Coatings & Sp Prod | Specialty Chemicals | BUY | $116.45 | 12 | $1,344 | 1,902 | +0.6% |
| 2026-06-16 15:35 | 2026-06-15 | SLVM | Sylvamo Corp | Bruce Lizanne M | Director | Paper & Paper Products | SALE | $41.70 | 1,230 | $51,291 | 14,475 | -7.8% |
| 2026-06-15 20:10 | 2026-06-11 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $41.34 | 4,141 | $171,189 | 439,955 | -0.9% |
| 2026-06-15 20:27 | 2026-06-11 | CMT | CORE MOLDING TECHNOLOGIES INC | CELLITTI THOMAS R | Director | Specialty Chemicals | SALE | $24.65 | 3,900 | $96,117 | 98,393 | -3.8% |
| 2026-06-15 23:53 | 2026-06-11 | LODE | Comstock Inc. | Pei Steven Yu-Tsung | Director | Other Precious Metals & Mining | BUY | $4.10 | 250,000 | $1,024,225 | 1,868,323 | +15.4% |
| 2026-06-15 21:20 | 2026-06-12 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Mktg Cust & Brnd Officer | Specialty Chemicals | SALE | $1.43 | 9,443 | $13,458 | 311,608 | -2.9% |
| 2026-06-15 21:21 | 2026-06-12 | GEVO | Gevo, Inc. | Gendenjamts Davaajargal | Officer; VP Acctg and Treasurer | Specialty Chemicals | SALE | $1.43 | 4,293 | $6,118 | 108,865 | -3.8% |
| 2026-06-15 21:22 | 2026-06-12 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief of Staff | Specialty Chemicals | SALE | $1.43 | 15,470 | $22,048 | 696,295 | -2.2% |
| 2026-06-15 21:22 | 2026-06-12 | GEVO | Gevo, Inc. | Agiri Oluwagbemileke Yusuf | Officer; CFO | Specialty Chemicals | SALE | $1.40 | 63,028 | $88,075 | 491,116 | -11.4% |
| 2026-06-15 21:23 | 2026-06-12 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director | Specialty Chemicals | SALE | $1.40 | 157,563 | $220,856 | 3,571,430 | -4.2% |
| 2026-06-15 21:18 | 2026-06-12 | GEVO | Gevo, Inc. | Bloom Paul D | Director, Officer; CEO | Specialty Chemicals | SALE | $1.43 | 35,189 | $50,151 | 1,483,399 | -2.3% |
| 2026-06-15 21:19 | 2026-06-12 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President & COO | Specialty Chemicals | SALE | $1.43 | 35,196 | $50,161 | 1,279,245 | -2.7% |
| 2026-06-15 20:39 | 2026-06-12 | GGB | GERDAU S.A. | Da Cunha Gustavo Werneck | Officer; CEO and Board Member | Steel | BUY | $4.73 | 165,224 | $781,510 | 165,224 | +100.0% |
| 2026-06-15 20:30 | 2026-06-11 | ECL | ECOLAB INC. | Clark Benjamin M. | Officer; EVP - Global Supply Chain | Specialty Chemicals | BUY | $263.83 | 1,000 | $263,831 | 1,083 | +1,210.9% |
| 2026-06-15 13:08 | 2026-06-11 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; Executive COB | Chemicals | SALE | $44.14 | 766 | $33,811 | 625,254 | -0.1% |
| 2026-06-15 11:55 | 2026-06-11 | CMCL | Caledonia Mining Corp Plc | Gapare Victor | Director, 10% owner | Gold | BUY | $18.70 | 11,750 | $219,725 | 2,455,122 | +0.5% |
| 2026-06-11 20:30 | 2026-06-10 | ECL | ECOLAB INC. | Doukeris Michel D | Director | Specialty Chemicals | BUY | $258.00 | 7,750 | $1,999,500 | 8,326 | +1,344.9% |
| 2026-06-11 20:30 | 2026-06-10 | LXU | LSB INDUSTRIES, INC. | White Lynn F | Director | Chemicals | SALE | $11.80 | 40,000 | $472,000 | 202,489 | -16.5% |
| 2026-06-11 16:21 | 2026-06-10 | AMTX | AEMETIS, INC | Simon Timothy Alan | Director | Specialty Chemicals | SALE | $2.05 | 10,000 | $20,500 | 42,632 | -19.0% |
| 2026-06-11 13:33 | 2026-06-10 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; Executive COB | Chemicals | SALE | $44.52 | 1,129 | $50,267 | 626,020 | -0.2% |
| 2026-06-11 01:48 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; COO | Chemicals | SALE | $7.00 | 8,438 | $59,058 | 2,281,879 | -0.4% |
| 2026-06-11 01:28 | 2026-03-24 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $11.00 | 52,410 | $576,756 | 1,232,732 | -4.1% |
| 2026-06-11 01:30 | 2026-03-27 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $15.31 | 179,885 | $2,753,608 | 2,979,968 | -5.7% |
| 2026-06-11 00:55 | 2026-03-05 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $13.96 | 1,820,115 | $25,413,720 | 3,052,535 | -37.4% |
| 2026-06-10 20:34 | 2026-06-09 | ECL | ECOLAB INC. | Brown Darrell R | Officer; Co-COO - Global Markets | Specialty Chemicals | OPT+S | $260.89 | 10,000 | $2,608,870 | 32,733 | -23.4% |
| 2026-06-10 14:47 | 2026-06-08 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; Executive COB | Chemicals | SALE | $45.23 | 13,584 | $614,396 | 627,149 | -2.1% |
| 2026-06-10 13:01 | 2026-06-09 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $54.30 | 10,000 | $543,000 | 136,622 | +7.9% |
| 2026-06-09 23:01 | 2026-06-05 | MUX | McEwen Inc. | Kaszas Stephen Douglas | Director | Other Precious Metals & Mining | BUY | $18.36 | 1,000 | $18,360 | 1,621 | +161.0% |
| 2026-06-09 20:30 | 2026-06-08 | LXU | LSB INDUSTRIES, INC. | CARVER KRISTY | Officer; SVP and Treasurer | Chemicals | SALE | $12.38 | 9,554 | $118,279 | 47,452 | -16.8% |
| 2026-06-09 20:15 | 2026-06-08 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $1.55 | 1,000 | $1,550 | 4,000 | +33.3% |
| 2026-06-08 23:41 | 2026-06-08 | USAR | USA Rare Earth, Inc. | Trabuco Carolyn | Director | Other Industrial Metals & Mining | SALE | $22.77 | 13,000 | $295,984 | 18,783 | -40.9% |
| 2026-06-08 22:24 | 2026-06-04 | HYMC | HYCROFT MINING HOLDING CORP | Jennings Rebecca | Officer; SVP & General Counsel | Gold | SALE | $30.27 | 11,300 | $342,051 | 204,494 | -5.2% |
| 2026-06-08 22:27 | 2026-06-04 | HYMC | HYCROFT MINING HOLDING CORP | GARRETT DIANE R | Director, Officer; Chair, President & CEO | Gold | SALE | $31.50 | 21,550 | $678,825 | 928,352 | -2.3% |
| 2026-06-08 22:28 | 2026-06-04 | HYMC | HYCROFT MINING HOLDING CORP | RIDEOUT STANTON K | Officer; Executive Vice President & CFO | Gold | SALE | $30.18 | 16,500 | $497,970 | 481,947 | -3.3% |
| 2026-06-08 22:28 | 2026-06-04 | HYMC | HYCROFT MINING HOLDING CORP | Thomas David Brian | Officer; SVP, General Manager | Gold | SALE | $30.15 | 9,000 | $271,350 | 193,374 | -4.4% |
| 2026-06-08 22:13 | 2026-06-04 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.60 | 28,389 | $45,536 | 954,144 | +3.1% |
| 2026-06-08 20:01 | 2026-06-03 | AVD | AMERICAN VANGUARD CORP | Kaye Douglas | Officer; CHIEF EXECUTIVE OFFICER | Agricultural Inputs | BUY | $2.50 | 5,000 | $12,500 | 300,251 | +1.7% |
| 2026-06-08 18:38 | 2026-06-05 | STLD | STEEL DYNAMICS INC | Anderson James Stanley | Officer; Senior Vice President | Steel | SALE | $268.70 | 10,000 | $2,687,030 | 102,837 | -8.9% |
| 2026-06-08 13:34 | 2026-06-04 | CSTM | CONSTELLIUM SE | Ormerod John | Director | Aluminum | SALE | $35.01 | 8,000 | $280,080 | 24,873 | -24.3% |
| 2026-06-06 00:05 | 2026-06-03 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $69.14 | 185,167 | $12,801,854 | 11,620,798 | -1.6% |
| 2026-06-05 22:21 | 2026-06-05 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $181.00 | 4 | $724 | 1,703 | -0.2% |
| 2026-06-05 21:26 | 2026-06-05 | CLF | CLEVELAND-CLIFFS INC. | Goncalves Celso L Jr | Officer; EVP, CFO | Steel | SALE | $13.41 | 214,308 | $2,874,642 | 184,542 | -53.7% |
| 2026-06-05 12:20 | 2026-06-04 | FF | FutureFuel Corp. | Polet Roeland | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $4.28 | 10,000 | $42,800 | 35,000 | +40.0% |
| 2026-06-04 20:50 | 2026-06-03 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; President & COO | Coking Coal | BUY | $214.94 | 99 | $21,279 | 10,351 | +1.0% |
| 2026-06-04 20:50 | 2026-06-03 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; President & COO | Coking Coal | SALE | $212.28 | 3,901 | $828,086 | 10,450 | -27.2% |
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.