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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021-12-02 00:43 | 2021-11-30 | OEC | Orion S.A. | Painter Corning F. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $17.39 | 30,000 | $521,700 | 532,807 | +6.0% |
| 2021-12-01 20:42 | 2021-11-30 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $73.61 | 10,000 | $736,100 | 163,703 | -5.8% |
| 2021-12-02 00:34 | 2021-12-01 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $19.77 | 50,000 | $988,250 | 4,648,592 | +1.1% |
| 2021-11-30 19:46 | 2021-11-30 | CLF | CLEVELAND-CLIFFS INC. | Goncalves Celso L Jr | Officer; EVP, CFO | Steel | BUY | $20.13 | 5,000 | $100,629 | 83,921 | +6.3% |
| 2021-11-30 21:31 | 2021-11-29 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | BUY | $31.07 | 10,000 | $310,720 | 117,923 | +9.3% |
| 2021-11-30 21:35 | 2021-11-29 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $6.94 | 29,611 | $205,500 | 5,511 | -84.3% |
| 2021-11-30 21:34 | 2021-11-29 | NG | NOVAGOLD RESOURCES INC | Nauman Clynton R. | Director | Gold | OPT+S | $7.04 | 30,561 | $215,149 | 168,863 | -15.3% |
| 2021-11-30 22:53 | 2021-11-29 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $29.62 | 1,000 | $29,624 | 12,414 | -7.5% |
| 2021-11-30 18:21 | 2021-11-26 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $30.03 | 400 | $12,012 | 87,554 | -0.5% |
| 2021-11-29 18:42 | 2021-11-29 | CLF | CLEVELAND-CLIFFS INC. | Goncalves Celso L Jr | Officer; EVP, CFO | Steel | BUY | $21.18 | 5,000 | $105,895 | 78,921 | +6.8% |
| 2021-11-30 00:32 | 2021-11-29 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $11.04 | 2,000 | $22,080 | 121,144 | +1.7% |
| 2021-11-29 16:28 | 2021-11-23 | BLBX | Blackboxstocks Inc. | Balestri Ray | Director | Other Industrial Metals & Mining | BUY | $3.27 | 4,000 | $13,090 | 54,000 | +8.0% |
| 2021-11-29 19:38 | 2021-11-24 | VGZ | VISTA GOLD CORP | Stevenson Tracy Austin | Director | Gold | BUY | $0.72 | 10,000 | $7,249 | 423,199 | +2.4% |
| 2021-11-29 20:54 | 2021-11-24 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.32 | 18,821 | $137,770 | 5,511 | -77.4% |
| 2021-11-30 04:02 | 2021-11-24 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; Senior Advisor | Steel | SALE | $23.50 | 1,700 | $39,950 | 362,176 | -0.5% |
| 2021-11-30 02:36 | 2021-11-29 | LODE | Comstock Inc. | Drozdoff Leo M | Director | Other Precious Metals & Mining | BUY | $1.65 | 36,760 | $60,654 | 360,000 | +11.4% |
| 2021-11-26 23:30 | 2021-11-24 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Eriksen Howard Timothy | 10% owner | Specialty Chemicals | BUY | $0.17 | 326,300 | $55,471 | 6,508,253 | +5.3% |
| 2021-11-26 19:57 | 2021-11-26 | AUMN | Golden Minerals Co | VOGELS ROBERT P | Officer; Senior VP and CFO | Other Precious Metals & Mining | SALE | $0.40 | 25,430 | $10,292 | 307,871 | -7.6% |
| 2021-11-25 00:33 | 2021-11-22 | ECL | ECOLAB INC. | Busch Angela M | Officer; EVP - CORP STRAT & BUS DEV | Specialty Chemicals | OPT+S | $238.00 | 2,500 | $595,000 | 13,752 | -15.4% |
| 2021-11-25 00:37 | 2021-11-22 | ECL | ECOLAB INC. | Mulhere Timothy P | Officer; EVP & PRES - GLOBAL INST | Specialty Chemicals | OPT+S | $237.48 | 17,913 | $4,253,915 | 18,967 | -48.6% |
| 2021-11-24 21:49 | 2021-11-22 | EXP | EAGLE MATERIALS INC | ELLEN MARTIN M | Director | Building Materials | OPT+S | $163.32 | 1,193 | $194,843 | 6,710 | -15.1% |
| 2021-11-24 20:28 | 2021-11-23 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.40 | 19,054 | $141,000 | 5,511 | -77.6% |
| 2021-11-25 01:00 | 2021-11-22 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; Senior Advisor | Steel | SALE | $23.97 | 11,000 | $263,710 | 363,876 | -2.9% |
| 2021-11-24 20:44 | 2021-11-23 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $30.91 | 400 | $12,363 | 87,954 | -0.5% |
| 2021-11-24 20:25 | 2021-11-22 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $30.90 | 1,000 | $30,897 | 13,414 | -6.9% |
| 2021-11-24 00:23 | 2021-11-09 | PRM | Perimeter Solutions, Inc. | Cornwall Stephen | Officer; Chief Commercial Officer | Specialty Chemicals | BUY | $10.00 | 42,087 | $420,870 | 42,087 | +100.0% |
| 2021-11-23 17:43 | 2021-11-22 | APD | Air Products and Chemicals Inc. | Smith Wayne Thomas | Director | Specialty Chemicals | BUY | $297.76 | 1,679 | $499,939 | 3,316 | +102.6% |
| 2021-11-23 16:07 | 2021-11-22 | TMC | TMC the metals Co Inc. | Barron Gerard | Director, Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $3.22 | 15,500 | $49,910 | 14,259,252 | +0.1% |
| 2021-11-24 00:40 | 2021-11-19 | ECVT | Ecovyst Inc. | Ginns Jonny | Director | Specialty Chemicals | BUY | $9.46 | 52,631 | $497,663 | 111,902 | +88.8% |
| 2021-11-24 00:15 | 2021-11-19 | ALTO | Alto Ingredients Inc. | NATHAN GILBERT E | Director | Specialty Chemicals | BUY | $5.15 | 10,000 | $51,450 | 453,800 | +2.3% |
| 2021-11-23 20:57 | 2021-11-22 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman, President & CEO | Steel | SALE | $36.77 | 14,903 | $547,983 | 171,373 | -8.0% |
| 2021-11-24 01:54 | 2021-11-22 | VMC | Vulcan Materials CO | Perkins Jerry F Jr | Officer; Senior Vice President | Building Materials | OPT+S | $198.46 | 3,461 | $686,884 | 4,923 | -41.3% |
| 2021-11-24 01:53 | 2021-11-22 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | OPT+S | $197.89 | 6,743 | $1,334,400 | 1,698 | -79.9% |
| 2021-11-24 00:30 | 2021-11-23 | ECVT | Ecovyst Inc. | CCMP Capital, LP | 10% owner | Specialty Chemicals | SALE | $9.12 | 5,224,966 | $47,651,690 | 7,154,160 | -42.2% |
| 2021-11-24 00:21 | 2021-11-19 | LWLG | Lightwave Logic, Inc. | Zelibor Thomas Edward | Director, Officer; Chair of Board of Directors | Specialty Chemicals | OPT+S | $14.29 | 240,000 | $3,429,000 | 310,124 | -43.6% |
| 2021-11-24 00:08 | 2021-11-23 | PQG | Ecovyst Inc. | INEOS Ltd | 10% owner | Specialty Chemicals | SALE | $9.12 | 2,775,034 | $25,308,310 | 25,147,640 | -9.9% |
| 2021-11-23 21:57 | 2021-11-22 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.55 | 37,329 | $281,834 | 7,565 | -83.1% |
| 2021-11-23 00:07 | 2021-11-19 | REEMF | RARE ELEMENT RESOURCES LTD | Scott Randall John | Director, Officer; President and CEO | Other Industrial Metals & Mining | OPT+S | $0.91 | 100,000 | $90,800 | 14,001 | -87.7% |
| 2021-11-23 00:05 | 2021-11-19 | CF | CF Industries Holdings, Inc. | FURBACHER STEPHEN A | Director | Agricultural Inputs | SALE | $65.98 | 2,000 | $131,969 | 60,586 | -3.2% |
| 2021-11-23 01:01 | 2021-11-22 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $62.70 | 83,334 | $5,225,325 | 58,631,837 | -0.1% |
| 2021-11-22 19:53 | 2021-11-18 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.77 | 61,667 | $478,850 | 5,511 | -91.8% |
| 2021-11-20 01:07 | 2021-11-18 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $43.32 | 39,751 | $1,721,962 | 191,154 | -17.2% |
| 2021-11-19 23:19 | 2021-11-15 | BLBX | Blackboxstocks Inc. | Balestri Ray | Director | Other Industrial Metals & Mining | BUY | $5.00 | 20,000 | $100,000 | 50,000 | +66.7% |
| 2021-11-20 00:32 | 2021-11-18 | TGLS | Tecnoglass Inc. | Torres Julio A. | Director | Building Materials | SALE | $32.78 | 30,000 | $983,415 | 55,520 | -35.1% |
| 2021-11-19 20:07 | 2021-11-17 | MTX | MINERALS TECHNOLOGIES INC | MONAGLE DJ III | Officer; Group President | Specialty Chemicals | OPT+S | $74.29 | 8,600 | $638,895 | 67,792 | -11.3% |
| 2021-11-20 00:08 | 2021-11-17 | REEMF | RARE ELEMENT RESOURCES LTD | Scott Randall John | Director, Officer; President and CEO | Other Industrial Metals & Mining | OPT+S | $1.16 | 150,000 | $173,760 | 14,001 | -91.5% |
| 2021-11-20 00:05 | 2021-11-18 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | OPT+S | $67.57 | 71,545 | $4,834,618 | 68,132 | -51.2% |
| 2021-11-19 23:20 | 2021-11-19 | CLF | CLEVELAND-CLIFFS INC. | Koci Keith | Officer; EVP & President, CC Services | Steel | BUY | $21.83 | 10,000 | $218,270 | 220,033 | +4.8% |
| 2021-11-20 00:36 | 2021-11-18 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director | Aluminum | SALE | $102.11 | 750 | $76,580 | 18,243 | -3.9% |
| 2021-11-19 23:05 | 2021-11-18 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $90.02 | 10,000 | $900,231 | 269,479 | -3.6% |
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.