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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021-09-07 20:29 | 2021-09-03 | STLD | STEEL DYNAMICS INC | MILLETT MARK D | Director, Officer; Chairman, President and CEO | Steel | SALE | $67.08 | 176,751 | $11,856,528 | 2,995,573 | -5.6% |
| 2021-09-03 23:38 | 2021-09-01 | SXT | SENSIENT TECHNOLOGIES CORP | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $87.84 | 60,000 | $5,270,220 | 4,374,617 | +1.4% |
| 2021-09-03 16:54 | 2021-09-01 | OLN | OLIN Corp | VARILEK JAMES A | Officer; EVP & COO | Chemicals | OPT+S | $51.22 | 34,728 | $1,778,879 | 12,383 | -73.7% |
| 2021-09-03 23:35 | 2021-09-02 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; President, Simpson Strong-Tie | Lumber & Wood Production | SALE | $113.12 | 1,500 | $169,680 | 31,121 | -4.6% |
| 2021-09-03 23:34 | 2021-09-01 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Director, Officer; President & CEO | Aluminum | SALE | $125.12 | 1,000 | $125,120 | 61,886 | -1.6% |
| 2021-09-03 23:35 | 2021-09-01 | SSD | Simpson Manufacturing Co., Inc. | Magstadt Brian J | Officer; Chief Financial Officer | Lumber & Wood Production | SALE | $113.44 | 2,000 | $226,880 | 26,521 | -7.0% |
| 2021-09-03 23:19 | 2021-09-01 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Chief Strategy Officer | Building Materials | SALE | $185.85 | 17,057 | $3,170,062 | 0 | -100.0% |
| 2021-09-03 18:23 | 2021-09-02 | TGLS | Tecnoglass Inc. | Byorum Martha L | Director | Building Materials | SALE | $24.46 | 8,000 | $195,682 | 50,304 | -13.7% |
| 2021-09-02 23:33 | 2021-08-31 | ECL | ECOLAB INC. | Busch Angela M | Officer; EVP - CORP STRAT & BUS DEV | Specialty Chemicals | OPT+S | $225.00 | 2,500 | $562,500 | 13,752 | -15.4% |
| 2021-09-03 00:09 | 2021-08-31 | SXT | SENSIENT TECHNOLOGIES CORP | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $86.92 | 52,841 | $4,592,940 | 4,314,617 | +1.2% |
| 2021-09-02 16:51 | 2021-09-01 | OLN | OLIN Corp | Ferguson Scott D. | Director | Chemicals | SALE | $49.45 | 3,000,000 | $148,350,000 | 11,963,160 | -20.0% |
| 2021-09-03 00:59 | 2021-08-31 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Chief Strategy Officer | Building Materials | OPT+S | $185.52 | 33,521 | $6,218,816 | 1 | -100.0% |
| 2021-09-03 02:37 | 2021-09-02 | QEGY | Quantum Energy, Inc. | Westbrook William | Officer; CFO | Other Industrial Metals & Mining | SALE | $0.67 | 973,567 | $650,051 | 0 | -100.0% |
| 2021-09-03 02:37 | 2021-08-30 | QEGY | Quantum Energy, Inc. | Westbrook William | Officer; CFO | Other Industrial Metals & Mining | BUY | $0.67 | 43,763 | $29,137 | 2,473,567 | +1.8% |
| 2021-09-03 00:53 | 2021-09-01 | UAN | CVR PARTNERS, LP | PYTOSH MARK A | Director, Officer; President and CEO | Agricultural Inputs | BUY | $58.45 | 5,000 | $292,246 | 25,593 | +24.3% |
| 2021-09-02 18:42 | 2021-09-02 | KRO | KRONOS WORLDWIDE INC | Hanley Bryan A. | Officer; Vice President and Treasurer | Specialty Chemicals | BUY | $12.84 | 500 | $6,420 | 1,500 | +50.0% |
| 2021-09-02 23:38 | 2021-09-01 | NEM | NEWMONT Corp /DE/ | Rhodes Blake | Officer; SVP, Strategic Development | Gold | SALE | $58.10 | 500 | $29,050 | 48,726 | -1.0% |
| 2021-09-02 23:34 | 2021-09-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $58.10 | 7,000 | $406,700 | 250,525 | -2.7% |
| 2021-09-02 00:47 | 2021-08-30 | EXP | EAGLE MATERIALS INC | Wentzel Steven L | Officer; President (American Gypsum) | Building Materials | OPT+S | $160.00 | 2,204 | $352,640 | 19,756 | -10.0% |
| 2021-09-01 23:53 | 2021-08-30 | SXT | SENSIENT TECHNOLOGIES CORP | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $87.26 | 16,883 | $1,473,211 | 4,261,776 | +0.4% |
| 2021-09-01 23:05 | 2021-08-30 | ALTO | Alto Ingredients Inc. | NATHAN GILBERT E | Director | Specialty Chemicals | BUY | $4.85 | 8,504 | $41,244 | 418,800 | +2.1% |
| 2021-09-01 21:56 | 2021-08-31 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $67.83 | 5,000 | $339,150 | 188,703 | -2.6% |
| 2021-09-02 02:56 | 2021-08-30 | VMC | Vulcan Materials CO | Hill J Thomas | Director, Officer; Chairman, President & CEO | Building Materials | SALE | $186.39 | 92,667 | $17,272,008 | 29,531 | -75.8% |
| 2021-09-01 17:13 | 2021-08-30 | STLD | STEEL DYNAMICS INC | MILLETT MARK D | Director, Officer; President and CEO | Steel | SALE | $70.99 | 155,563 | $11,043,106 | 3,172,324 | -4.7% |
| 2021-09-01 23:32 | 2021-08-30 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, 10% owner | Building Materials | SALE | $19.10 | 300 | $5,730 | 589,207 | -0.1% |
| 2021-09-01 00:59 | 2021-08-31 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; VP & General Counsel | Gold | SALE | $111.20 | 1,000 | $111,195 | 8,006 | -11.1% |
| 2021-08-31 23:43 | 2021-08-27 | ECL | ECOLAB INC. | Brown Darrell R | Officer; EVP & PRES - GLOBAL INDUSTRIAL | Specialty Chemicals | SALE | $225.23 | 4,990 | $1,123,893 | 8,431 | -37.2% |
| 2021-08-31 23:39 | 2021-08-27 | HYMC | HYCROFT MINING HOLDING CORP | HIGHBRIDGE CAPITAL MANAGEMENT LLC | 10% owner | Gold | SALE | $2.02 | 173,560 | $350,591 | 5,995,316 | -2.8% |
| 2021-08-31 23:35 | 2021-08-27 | SXT | SENSIENT TECHNOLOGIES CORP | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $87.35 | 22,608 | $1,974,913 | 4,244,893 | +0.5% |
| 2021-08-31 23:45 | 2021-08-27 | ECL | ECOLAB INC. | Marsh Laurie M | Officer; EVP - HUMAN RESOURCES | Specialty Chemicals | OPT+S | $225.03 | 11,536 | $2,595,900 | 14,657 | -44.0% |
| 2021-08-30 23:16 | 2021-08-27 | RGLD | ROYAL GOLD INC | Libner Paul | Officer; CFO & Treasurer | Gold | SALE | $112.58 | 921 | $103,690 | 15,198 | -5.7% |
| 2021-08-30 20:46 | 2021-08-26 | SHW | SHERWIN WILLIAMS CO | IPPOLITO PETER J. | Officer; SVP, Strategic Initiatives | Specialty Chemicals | OPT+S | $302.42 | 12,390 | $3,746,984 | 1,941 | -86.5% |
| 2021-08-31 02:56 | 2021-08-30 | CC | Chemours Co | Ralhan Sameer | Officer; SVP, CFO | Specialty Chemicals | OPT+S | $35.00 | 1,890 | $66,150 | 298,792 | -0.6% |
| 2021-08-31 01:52 | 2021-08-27 | CC | Chemours Co | Shelton David C | Officer; SVP, GC & Corp. Secretary | Specialty Chemicals | OPT+S | $35.00 | 9,754 | $341,390 | 63,927 | -13.2% |
| 2021-08-30 23:09 | 2021-08-27 | CC | Chemours Co | Ralhan Sameer | Officer; SVP, CFO | Specialty Chemicals | OPT+S | $35.00 | 15,085 | $527,975 | 298,792 | -4.8% |
| 2021-08-30 14:52 | 2021-08-26 | EMN | EASTMAN CHEMICAL CO | LICH BRAD A | Officer; EVP & CCO | Specialty Chemicals | SALE | $113.45 | 29,889 | $3,390,838 | 17,940 | -62.5% |
| 2021-08-31 02:39 | 2021-08-30 | CC | Chemours Co | Newman Mark | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $35.00 | 3,691 | $129,185 | 145,377 | -2.5% |
| 2021-08-30 23:34 | 2021-08-27 | CC | Chemours Co | Newman Mark | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $35.00 | 29,732 | $1,040,620 | 145,377 | -17.0% |
| 2021-08-31 02:22 | 2021-08-27 | CC | Chemours Co | VERGNANO MARK P | Director | Specialty Chemicals | OPT+S | $35.00 | 98,153 | $3,435,355 | 325,482 | -23.2% |
| 2021-08-30 22:29 | 2021-08-27 | ENRT | Enertopia Corp. | McAllister Robert | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.07 | 100,000 | $7,000 | 7,005,000 | +1.4% |
| 2021-08-30 22:01 | 2021-08-30 | FMC | FMC CORP | DAVIDSON CAROL ANTHONY | Director | Agricultural Inputs | BUY | $93.89 | 1,500 | $140,836 | 4,573 | +48.8% |
| 2021-08-30 21:42 | 2021-08-27 | STLD | STEEL DYNAMICS INC | Wagler Theresa E | Officer; CFO | Steel | SALE | $70.71 | 38,043 | $2,689,975 | 365,161 | -9.4% |
| 2021-08-30 21:40 | 2021-08-26 | STLD | STEEL DYNAMICS INC | Wagler Theresa E | Officer; CFO | Steel | SALE | $70.05 | 21,957 | $1,538,101 | 403,204 | -5.2% |
| 2021-08-27 23:02 | 2021-08-25 | EXP | EAGLE MATERIALS INC | Wentzel Steven L | Officer; President (American Gypsum) | Building Materials | OPT+S | $156.00 | 2,098 | $327,288 | 19,756 | -9.6% |
| 2021-08-27 23:27 | 2021-08-27 | BMIX | Atlas Lithium Corp | Fogassa Marc | Director, 10% owner | Other Industrial Metals & Mining | SALE | $0.01 | 2,000,000 | $22,000 | 192,397,670 | -1.0% |
| 2021-08-28 00:01 | 2021-08-27 | NEU | NEWMARKET CORP | ROGERS JAMES E | Director | Specialty Chemicals | SALE | $340.72 | 590 | $201,025 | 3,852 | -13.3% |
| 2021-08-27 23:26 | 2021-08-25 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, 10% owner | Building Materials | SALE | $19.09 | 8,003 | $152,780 | 589,507 | -1.3% |
| 2021-08-26 23:09 | 2021-08-24 | DD | DuPont de Nemours, Inc. | Lee Rose | Officer; President, Water & Protection | Specialty Chemicals | OPT+S | $74.37 | 26,448 | $1,967,059 | 43,356 | -37.9% |
| 2021-08-26 23:48 | 2021-08-24 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $184.34 | 3,716 | $685,007 | 7,593 | -32.9% |
| 2021-08-27 00:05 | 2021-08-24 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $153.54 | 6,000 | $921,238 | 38,457 | -13.5% |
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.