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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 21:36 | 2026-09-10 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Sites Eric | Director | Specialty Chemicals | BUY | $1.83 | 1,500 | $2,750 | 2,500 | +150.0% |
| 2026-09-11 20:44 | 2026-09-10 | SSD | Simpson Manufacturing Co., Inc. | Olosky Michael | Director, Officer; President and CEO | Lumber & Wood Production | SALE | $172.84 | 3,502 | $605,286 | 51,398 | -6.4% |
| 2026-09-11 20:09 | 2026-09-09 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | SALE | $105.30 | 3,500 | $368,563 | 15,924 | -18.0% |
| 2026-09-11 20:10 | 2026-09-09 | USLM | UNITED STATES LIME & MINERALS INC | Candou Holdings Ltd. | 10% owner | Building Materials | BUY | $110.00 | 20,000 | $2,200,000 | 17,673,780 | +0.1% |
| 2026-09-11 20:12 | 2026-09-09 | USLM | UNITED STATES LIME & MINERALS INC | DOUMET ANTOINE M | Director | Building Materials | SALE | $110.00 | 20,000 | $2,200,000 | 90,000 | -18.2% |
| 2026-09-11 20:01 | 2026-09-09 | DC | Dakota Gold Corp. | CAMPBELL SHAWN | Officer; CHIEF DEVELOPMENT OFFICER | Gold | SALE | $6.03 | 1,906 | $11,493 | 356,401 | -0.5% |
| 2026-09-11 01:45 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; COO | Chemicals | SALE | $4.29 | 8,438 | $36,216 | 2,248,441 | -0.4% |
| 2026-09-11 00:09 | 2026-09-09 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $0.87 | 2,000 | $1,740 | 8,000 | +33.3% |
| 2026-09-10 23:03 | 2026-09-09 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $86.61 | 53,627 | $4,644,366 | 125,031 | -30.0% |
| 2026-09-10 20:11 | 2026-09-09 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | SALE | $12.78 | 1,251 | $15,982 | 28,513 | -4.2% |
| 2026-09-10 18:35 | 2026-09-08 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $105.87 | 1,000 | $105,869 | 17,633 | -5.4% |
| 2026-09-10 18:36 | 2026-09-08 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $106.52 | 1,500 | $159,780 | 24,398 | -5.8% |
| 2026-09-10 18:34 | 2026-09-08 | NWPX | NWPX Infrastructure, Inc. | ROMAN RICHARD A | Director | Steel | SALE | $105.72 | 4,000 | $422,877 | 30,340 | -11.6% |
| 2026-09-10 13:00 | 2026-09-08 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $210.00 | 100 | $21,000 | 1,503 | -6.2% |
| 2026-09-10 01:29 | 2026-09-09 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Sites Eric | Director | Specialty Chemicals | BUY | $1.90 | 1,000 | $1,900 | 1,000 | +100.0% |
| 2026-09-09 20:59 | 2026-09-08 | CDE | Coeur Mining, Inc. | Nault Casey M. | Officer; EVP, GC & Secretary | Gold | SALE | $21.06 | 10,000 | $210,600 | 530,086 | -1.9% |
| 2026-09-08 20:17 | 2026-09-03 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Director, Officer; President & CEO | Gold | SALE | $263.38 | 7,275 | $1,916,112 | 117,522 | -5.8% |
| 2026-09-09 00:36 | 2026-09-08 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $225.83 | 10,000 | $2,258,289 | 1,035,394 | +1.0% |
| 2026-09-09 00:29 | 2026-09-04 | BIOF | BLUE BIOFUELS, INC. | Kneppers Chris J | Director | Specialty Chemicals | SALE | $0.10 | 500,000 | $50,000 | 19,972,677 | -2.4% |
| 2026-09-08 21:20 | 2026-09-01 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 1,913,889 | $0 | 4,389,304 | +77.3% |
| 2026-09-08 20:36 | 2026-09-04 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.92 | 8,415 | $24,562 | 485,386 | +1.8% |
| 2026-09-08 13:00 | 2026-09-04 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $200.00 | 100 | $20,000 | 1,603 | -5.9% |
| 2026-09-05 01:30 | - | ASPI | ASP Isotopes Inc. | Mann Paul Elliot | Director, Officer; Chairman and CEO | Chemicals | SALE | $3.98 | 251,275 | $999,245 | 9,328,570 | -2.6% |
| 2026-09-05 01:32 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; COO | Chemicals | SALE | $3.91 | 25,000 | $97,625 | 2,256,879 | -1.1% |
| 2026-09-05 01:33 | - | ASPI | ASP Isotopes Inc. | Ainscow Donald George | Officer; EVP, Gen Counsel, Secretary | Chemicals | SALE | $3.89 | 23,678 | $92,107 | 776,322 | -3.0% |
| 2026-09-04 21:43 | 2026-09-02 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.10 | 5,317 | $27,117 | 5,205,317 | +0.1% |
| 2026-09-04 21:22 | 2026-09-03 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director | Specialty Chemicals | SALE | $1.70 | 3,333 | $5,671 | 3,320,455 | -0.1% |
| 2026-09-04 21:24 | 2026-09-03 | GEVO | Gevo, Inc. | Bloom Paul D | Director, Officer; CEO | Specialty Chemicals | SALE | $1.71 | 1,514 | $2,589 | 1,500,789 | -0.1% |
| 2026-09-04 21:24 | 2026-09-03 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief of Staff | Specialty Chemicals | SALE | $1.71 | 1,221 | $2,088 | 684,817 | -0.2% |
| 2026-09-04 17:03 | 2026-09-02 | SMID | SMITH MIDLAND CORP | Smith Matthew I | Director | Building Materials | BUY | $27.15 | 2,000 | $54,300 | 12,205 | +19.6% |
| 2026-09-04 17:04 | 2026-09-01 | SMID | SMITH MIDLAND CORP | SMITH ASHLEY B | Director, Officer; Chief Executive Officer | Building Materials | BUY | $26.87 | 2,000 | $53,740 | 180,539 | +1.1% |
| 2026-09-04 15:31 | 2026-09-03 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $110.79 | 4 | $443 | 18,633 | 0.0% |
| 2026-09-03 20:36 | 2026-09-01 | NEM | NEWMONT Corp /DE/ | Viljoen Natascha | Director, Officer; President & CEO | Gold | SALE | $123.00 | 3,882 | $477,486 | 131,353 | -2.9% |
| 2026-09-03 20:39 | 2026-09-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $123.00 | 3,000 | $369,000 | 37,315 | -7.4% |
| 2026-09-03 20:43 | 2026-09-01 | DRD | DRDGOLD LTD | Bornman Ryno | Officer; Financial Manager Ergo Ops. | Gold | OPT+S | $2.75 | 5,490 | $15,122 | 6,708 | -45.0% |
| 2026-09-03 20:46 | 2026-09-01 | DRD | DRDGOLD LTD | Laas Lihan | Officer; Financial Manager FWGR Ops. | Gold | OPT+S | $2.75 | 9,029 | $24,870 | 0 | -100.0% |
| 2026-09-03 20:54 | 2026-09-01 | DRD | DRDGOLD LTD | Lindecke Dean | Officer; General Manager Ergo Ops. | Gold | OPT+S | $2.75 | 20,060 | $55,255 | 0 | -100.0% |
| 2026-09-03 21:00 | 2026-09-01 | DRD | DRDGOLD LTD | Moloto Kgabo | Officer; General Manager FWGR Ops. | Gold | OPT+S | $2.75 | 11,586 | $31,914 | 0 | -100.0% |
| 2026-09-03 20:45 | 2026-09-01 | DRD | DRDGOLD LTD | Mashatola Mpho | Officer; Group Fin. & Business Dev. Mgr | Gold | OPT+S | $2.75 | 5,275 | $14,530 | 39,868 | -11.7% |
| 2026-09-03 20:37 | 2026-09-01 | DRD | DRDGOLD LTD | Pretorius Daniel | Director, Officer; Chief Executive Officer | Gold | OPT+S | $2.75 | 35,537 | $97,887 | 999,816 | -3.4% |
| 2026-09-03 20:41 | 2026-09-01 | DRD | DRDGOLD LTD | Kruger Kevin | Officer; Head of Technical Services | Gold | OPT+S | $2.75 | 7,561 | $20,827 | 9,240 | -45.0% |
| 2026-09-03 20:57 | 2026-09-01 | DRD | DRDGOLD LTD | Schoeman Jacobus | Officer; Chief Operating Officer | Gold | OPT+S | $2.75 | 19,403 | $53,446 | 25,000 | -43.7% |
| 2026-09-03 20:39 | 2026-09-01 | DRD | DRDGOLD LTD | Hooijer Henriette | Director, Officer; Chief Financial Officer | Gold | OPT+S | $2.75 | 8,313 | $22,898 | 172,099 | -4.6% |
| 2026-09-03 20:56 | 2026-09-01 | DRD | DRDGOLD LTD | Gouws Henry | Officer; Head of Prod., Dir. of Ergo | Gold | OPT+S | $2.75 | 16,826 | $46,347 | 3,050 | -84.7% |
| 2026-09-03 23:08 | 2026-09-01 | BIOF | BLUE BIOFUELS, INC. | Kneppers Chris J | Director | Specialty Chemicals | SALE | $0.09 | 1,000,000 | $91,000 | 20,472,677 | -4.7% |
| 2026-09-03 22:30 | 2026-09-01 | DYNR | DYNARESOURCE, INC. | NICHOL GARETH | 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 2,000,000 | $0 | 7,425,768 | +36.9% |
| 2026-09-03 22:38 | 2026-09-01 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | BUY | $81.10 | 1 | $81 | 170,592 | +0.0% |
| 2026-09-03 18:58 | 2026-09-02 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $110.26 | 74 | $8,159 | 18,637 | -0.4% |
| 2026-09-03 16:40 | 2026-09-02 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $42.47 | 30,000 | $1,274,079 | 519,000 | +6.1% |
| 2026-09-03 14:17 | 2026-09-01 | MTRN | MATERION Corp | LIGGETT EMILY M | Director | Other Industrial Metals & Mining | SALE | $232.42 | 1,012 | $235,210 | 3,161 | -24.3% |
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.