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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-06 01:35 | 2026-03-04 | AMR | Alpha Metallurgical Resources, Inc. | Munsey Joshua Todd | Officer; Chief Financial Officer | Coking Coal | SALE | $183.24 | 2,523 | $462,315 | 4,735 | -34.8% |
| 2026-03-06 00:27 | 2026-03-04 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $47.58 | 100,000 | $4,758,000 | 37,003,704 | +0.3% |
| 2026-03-05 20:11 | 2026-03-04 | FMC | FMC CORP | BARRY MICHAEL F | Director | Agricultural Inputs | BUY | $13.83 | 18,072 | $249,938 | 19,634 | +1,157.0% |
| 2026-03-05 19:05 | 2026-03-04 | SLVM | Sylvamo Corp | Davoli Rodrigo | Officer; SVP & GM, North America | Paper & Paper Products | SALE | $46.46 | 3,250 | $150,995 | 46,484 | -6.5% |
| 2026-03-05 18:48 | 2026-03-03 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $18.00 | 400 | $7,200 | 222,666 | +0.2% |
| 2026-03-05 18:39 | 2026-03-03 | ALOY | Blackboxstocks Inc. | Smith Charles Brandon | Other | Other Industrial Metals & Mining | SALE | $25.14 | 6,000 | $150,856 | 25,513 | -19.0% |
| 2026-03-05 00:22 | 2026-03-02 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $36.87 | 6,275 | $231,371 | 450,273 | -1.4% |
| 2026-03-05 00:32 | 2026-03-03 | NEM | NEWMONT Corp /DE/ | Thornton David John | Officer; MD, Americas | Gold | SALE | $120.78 | 8,060 | $973,487 | 27,264 | -22.8% |
| 2026-03-05 00:34 | 2026-03-03 | NEM | NEWMONT Corp /DE/ | Rodgers Mark C | Officer; MD, Africa-Asia Pacific | Gold | SALE | $120.78 | 1,361 | $164,382 | 25,756 | -5.0% |
| 2026-03-05 00:30 | 2026-03-02 | LXU | LSB INDUSTRIES, INC. | BEHRMAN MARK T | Director, Officer; President and CEO | Chemicals | SALE | $11.75 | 250,000 | $2,937,500 | 1,487,195 | -14.4% |
| 2026-03-05 00:53 | 2026-03-04 | CENX | CENTURY ALUMINUM CO | GLENCORE INTERNATIONAL AG | 10% owner | Aluminum | SALE | $51.75 | 6,315,245 | $326,813,929 | 12,184,755 | -34.1% |
| 2026-03-05 04:49 | 2026-03-04 | RGLD | ROYAL GOLD INC | Libner Paul | Officer; SVP & CFO | Gold | SALE | $283.47 | 3,200 | $907,119 | 15,967 | -16.7% |
| 2026-03-05 02:35 | 2026-03-02 | CENX | CENTURY ALUMINUM CO | Aboud Matt | Officer; SVP, Strategy & Business Dev't | Aluminum | SALE | $52.53 | 15,097 | $793,098 | 64,843 | -18.9% |
| 2026-03-05 00:28 | 2026-03-03 | USLM | UNITED STATES LIME & MINERALS INC | Duhe Sandra C | Director | Building Materials | SALE | $120.45 | 1,277 | $153,815 | 2,254 | -36.2% |
| 2026-03-04 00:21 | 2026-02-27 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Other | Agricultural Inputs | SALE | $102.63 | 237,416 | $24,365,173 | 258,283 | -47.9% |
| 2026-03-04 00:18 | 2026-03-02 | CF | CF Industries Holdings, Inc. | Malik Ashraf K | Officer; Sr. VP, Manufacturing & D'istn | Agricultural Inputs | SALE | $103.08 | 8,631 | $889,696 | 6,738 | -56.2% |
| 2026-03-04 00:17 | 2026-02-27 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | SALE | $98.50 | 5,620 | $553,574 | 38,746 | -12.7% |
| 2026-03-04 00:16 | 2026-02-27 | CF | CF Industries Holdings, Inc. | Dempsey Linda M | Officer; VP, Public Affairs | Agricultural Inputs | SALE | $100.00 | 1,000 | $100,000 | 18,255 | -5.2% |
| 2026-03-04 00:20 | 2026-03-02 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; EVP and Chief Admin. Officer | Agricultural Inputs | SALE | $104.00 | 6,858 | $713,232 | 84,917 | -7.5% |
| 2026-03-04 00:41 | 2026-03-02 | NEM | NEWMONT Corp /DE/ | Thornton David John | Officer; MD, Americas | Gold | SALE | $131.14 | 944 | $123,796 | 35,324 | -2.6% |
| 2026-03-04 00:36 | 2026-03-02 | NEM | NEWMONT Corp /DE/ | Rodgers Mark C | Officer; MD, Africa-Asia Pacific | Gold | SALE | $131.14 | 2,051 | $268,968 | 27,117 | -7.0% |
| 2026-03-04 03:16 | 2026-03-03 | MTRN | MATERION Corp | Fashinpaur Melissa A | Officer; Chief Accounting Officer | Other Industrial Metals & Mining | OPT+S | $160.00 | 309 | $49,440 | 310 | -49.9% |
| 2026-03-04 03:16 | 2026-03-03 | MTRN | MATERION Corp | Chadwick Shelly Marie | Officer; Vice President, Finance & CFO | Other Industrial Metals & Mining | OPT+S | $160.06 | 2,539 | $406,393 | 15,243 | -14.3% |
| 2026-03-04 03:16 | 2026-03-03 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | OPT+S | $157.32 | 4,517 | $710,619 | 5,930 | -43.2% |
| 2026-03-04 03:00 | 2026-03-03 | IOSP | INNOSPEC INC. | Jones David B. | Officer; SVP, GC & CCO | Specialty Chemicals | SALE | $75.64 | 1,028 | $77,758 | 14,693 | -6.5% |
| 2026-03-04 02:46 | 2026-02-27 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; EVP & CFO | Specialty Chemicals | SALE | $76.56 | 2,380 | $182,213 | 20,357 | -10.5% |
| 2026-03-04 03:30 | 2026-02-27 | IOSP | INNOSPEC INC. | Blackmore Milton C | Director | Specialty Chemicals | SALE | $76.56 | 594 | $45,474 | 10,530 | -5.3% |
| 2026-03-04 03:21 | 2026-02-27 | IOSP | INNOSPEC INC. | Poccia Claudia | Director | Specialty Chemicals | SALE | $76.56 | 119 | $9,110 | 6,508 | -1.8% |
| 2026-03-04 03:25 | 2026-02-27 | IOSP | INNOSPEC INC. | PADFIELD Larry | Director | Specialty Chemicals | SALE | $76.56 | 594 | $45,474 | 9,453 | -5.9% |
| 2026-03-04 03:07 | 2026-02-27 | IOSP | INNOSPEC INC. | LANDLESS DAVID | Director | Specialty Chemicals | SALE | $76.56 | 594 | $45,474 | 7,632 | -7.2% |
| 2026-03-04 00:56 | 2026-02-27 | CENX | CENTURY ALUMINUM CO | Hafberg Agust F | Officer; SVP & Chief Commercial Officer | Aluminum | SALE | $51.24 | 22,884 | $1,172,576 | 45,059 | -33.7% |
| 2026-03-04 00:11 | 2026-03-02 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP, Chief Commercial Officer | Agricultural Inputs | SALE | $105.99 | 5,102 | $540,761 | 97,256 | -5.0% |
| 2026-03-03 18:18 | 2026-02-27 | ALOY | Blackboxstocks Inc. | Smith Charles Brandon | Other | Other Industrial Metals & Mining | SALE | $15.47 | 8,500 | $131,500 | 31,513 | -21.2% |
| 2026-03-03 17:13 | 2026-02-27 | CSTM | CONSTELLIUM SE | Corre Stephane | Officer; President, AS&I | Aluminum | SALE | $24.69 | 3,000 | $74,070 | 44,444 | -6.3% |
| 2026-03-03 00:30 | 2026-02-26 | LXU | LSB INDUSTRIES, INC. | CARVER KRISTY | Officer; SVP and Treasurer | Chemicals | SALE | $10.99 | 2,091 | $22,980 | 57,006 | -3.5% |
| 2026-03-03 05:50 | - | ASPI | ASP Isotopes Inc. | Mann Paul Elliot | Officer; Executive Chairman | Chemicals | SALE | $5.44 | 162,153 | $881,464 | 7,597,385 | -2.1% |
| 2026-03-03 04:07 | 2026-02-25 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $1.79 | 15,011 | $26,804 | 763,534 | -1.9% |
| 2026-03-03 03:00 | 2026-02-27 | DC | Dakota Gold Corp. | Berry James McCoy | Officer; VICE PRESIDENT OF EXPLORATION | Gold | OPT+S | $7.02 | 12,388 | $87,012 | 371,748 | -3.2% |
| 2026-03-03 02:19 | 2026-03-02 | RGLD | ROYAL GOLD INC | Breeze Daniel | Officer; SVP Corp Dev of RGLD Gold AG | Gold | SALE | $300.87 | 1,400 | $421,211 | 20,140 | -6.5% |
| 2026-03-03 00:55 | 2026-02-27 | DC | Dakota Gold Corp. | CAMPBELL SHAWN | Officer; CHIEF FINANCIAL OFFICER | Gold | OPT+S | $7.02 | 21,207 | $148,771 | 231,526 | -8.4% |
| 2026-03-03 00:39 | 2026-02-27 | NEM | NEWMONT Corp /DE/ | Rodgers Mark C | Officer; MD, Africa-Asia Pacific | Gold | SALE | $130.00 | 4,443 | $577,590 | 27,807 | -13.8% |
| 2026-03-02 23:28 | 2026-02-26 | SXC | SunCoke Energy, Inc. | Mikhalevsky Andrei Alexander | Director | Coking Coal | BUY | $5.53 | 5,000 | $27,650 | 7,000 | +250.0% |
| 2026-03-02 21:48 | 2026-03-02 | SCCO | SOUTHERN COPPER CORP/ | Castillo Sanchez Mejorada Enrique | Director | Copper | SALE | $217.39 | 4,587 | $997,168 | 600 | -88.4% |
| 2026-03-02 19:35 | 2026-02-27 | WLK | WESTLAKE CORP | Bender Mark Steven | Officer; EVP & CFO | Specialty Chemicals | OPT+S | $100.92 | 17,409 | $1,756,996 | 44,433 | -28.2% |
| 2026-02-28 00:26 | 2026-02-25 | IE | Ivanhoe Electric Inc. | Joseph Cassandra Pulskamp | Officer; Gen. Counsel / Corp. Secretary | Copper | OPT+S | $16.48 | 123,074 | $2,028,260 | 51,370 | -70.6% |
| 2026-02-28 03:07 | 2026-02-26 | TMQ | Trilogy Metals Inc. | Hensley William L. Iggiagruk | Director | Other Industrial Metals & Mining | SALE | $4.40 | 25,107 | $110,471 | 18,531 | -57.5% |
| 2026-02-28 01:57 | 2026-02-26 | ALOY | Blackboxstocks Inc. | WINSPEAR ROBERT L | Director, Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $15.09 | 17,000 | $256,547 | 126,250 | -11.9% |
| 2026-02-28 01:32 | 2026-02-26 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; EVP and Chief Admin. Officer | Agricultural Inputs | SALE | $97.00 | 3,215 | $311,859 | 87,861 | -3.5% |
| 2026-02-28 01:07 | 2026-02-25 | CENX | CENTURY ALUMINUM CO | Gudlaugsson Gunnar | Officer; EVP - Global Operations | Aluminum | SALE | $54.10 | 43,000 | $2,326,300 | 136,393 | -24.0% |
| 2026-02-28 00:33 | 2026-02-25 | NEM | NEWMONT Corp /DE/ | Rodgers Mark C | Officer; MD, Africa-Asia Pacific | Gold | SALE | $125.00 | 5,147 | $643,375 | 32,250 | -13.8% |
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.