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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-09 01:24 | 2026-05-08 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $75.00 | 6,958 | $521,850 | 54,095 | -11.4% |
| 2026-05-08 20:34 | 2026-05-05 | GGB | GERDAU S.A. | Metz Mauricio | Other | Steel | SALE | $4.69 | 2,000 | $9,380 | 39,536 | -4.8% |
| 2026-05-07 20:04 | 2026-05-05 | EMN | EASTMAN CHEMICAL CO | Holt Adrian James | Officer; SVP, Chf HR Ofcr | Specialty Chemicals | SALE | $77.05 | 1,709 | $131,678 | 0 | -100.0% |
| 2026-05-07 21:18 | 2026-05-05 | GGB | GERDAU S.A. | Wang Chia Yuan | Other | Steel | SALE | $4.75 | 40,000 | $190,000 | 32,195 | -55.4% |
| 2026-05-07 20:35 | 2026-05-05 | AMRZ | Amrize Ltd | Clark Stephen S | Officer; Chief People Officer | Building Materials | BUY | $52.75 | 2 | $114 | 5,260 | +0.0% |
| 2026-05-07 19:41 | 2026-05-05 | CSTM | CONSTELLIUM SE | Brandjes Michiel | Director | Aluminum | SALE | $31.25 | 10,400 | $325,000 | 41,600 | -20.0% |
| 2026-05-07 17:33 | 2026-05-05 | NUE | NUCOR CORP | Ford Bradley | Officer; Executive Vice President | Steel | SALE | $232.13 | 2,240 | $519,963 | 43,649 | -4.9% |
| 2026-05-07 14:02 | 2026-05-05 | CSTM | CONSTELLIUM SE | Guo Jack Q. | Officer; EVP & CFO | Aluminum | SALE | $32.62 | 25,201 | $822,057 | 185,368 | -12.0% |
| 2026-05-06 20:28 | 2026-05-04 | SXT | SENSIENT TECHNOLOGIES CORP | Hoang Thierry | Officer; VP, Asia Pacific Group | Specialty Chemicals | SALE | $114.15 | 439 | $50,112 | 14,309 | -3.0% |
| 2026-05-06 17:09 | 2026-05-04 | NUE | NUCOR CORP | Keller Michael D | Officer; Vice Pres. and Corp. Contro | Steel | SALE | $225.86 | 4,554 | $1,028,566 | 16,834 | -21.3% |
| 2026-05-06 17:10 | 2026-05-04 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $226.08 | 10,096 | $2,282,467 | 62,871 | -13.8% |
| 2026-05-05 20:35 | 2026-04-28 | GGB | GERDAU S.A. | Da Cunha Gustavo Werneck | Officer; CEO and Board Member | Steel | SALE | $4.50 | 88,000 | $396,000 | 80 | -99.9% |
| 2026-05-05 23:21 | 2026-05-01 | METC | Ramaco Resources, Inc. | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 10% owner | Coking Coal | SALE | $14.79 | 200,000 | $2,958,000 | 5,311,360 | -3.6% |
| 2026-05-05 21:27 | 2026-05-04 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $256.91 | 800 | $205,530 | 24,230 | +3.4% |
| 2026-05-05 18:25 | 2026-05-01 | NUE | NUCOR CORP | Hanners Noah C | Officer; Executive Vice President | Steel | SALE | $226.50 | 6,472 | $1,465,908 | 50,377 | -11.4% |
| 2026-05-05 18:26 | 2026-05-01 | NUE | NUCOR CORP | Needham Daniel R. | Officer; Executive Vice President | Steel | OPT+S | $226.00 | 12,888 | $2,912,688 | 89,724 | -12.6% |
| 2026-05-05 15:39 | 2026-05-01 | CSTM | CONSTELLIUM SE | Hoffmann Philippe | Officer; President, A&T | Aluminum | SALE | $31.92 | 50,000 | $1,596,000 | 144,153 | -25.8% |
| 2026-05-04 20:05 | 2026-05-01 | ATLX | Atlas Lithium Corp | Noriega Roger | Director | Other Industrial Metals & Mining | SALE | $5.52 | 12,725 | $70,187 | 242,476 | -5.0% |
| 2026-05-04 20:36 | 2026-05-01 | NEM | NEWMONT Corp /DE/ | Thornton David John | Officer; MD, Americas | Gold | SALE | $110.11 | 2,296 | $252,813 | 23,163 | -9.0% |
| 2026-05-04 20:50 | 2026-04-30 | GGB | GERDAU S.A. | Wang Chia Yuan | Other | Steel | SALE | $4.54 | 20,000 | $90,800 | 72,195 | -21.7% |
| 2026-05-04 20:39 | 2026-05-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $110.11 | 3,000 | $330,330 | 49,315 | -5.7% |
| 2026-05-04 20:34 | 2026-05-01 | NEM | NEWMONT Corp /DE/ | Wexler Peter | Officer; EVP, CLO & Interim CFO | Gold | SALE | $110.11 | 13,378 | $1,473,052 | 67,865 | -16.5% |
| 2026-05-04 16:41 | 2026-04-30 | NUE | NUCOR CORP | Sumoski David A | Officer; Executive Vice President | Steel | OPT+S | $225.67 | 33,068 | $7,462,307 | 243,339 | -12.0% |
| 2026-05-04 15:08 | 2026-05-01 | CSTM | CONSTELLIUM SE | Corre Stephane | Officer; President, AS&I | Aluminum | SALE | $32.04 | 5,000 | $160,200 | 67,313 | -6.9% |
| 2026-05-04 15:13 | 2026-05-01 | CSTM | CONSTELLIUM SE | Jurkovic Philip Ryan | Officer; SVP & CHRO | Aluminum | SALE | $32.01 | 48,784 | $1,561,576 | 172,149 | -22.1% |
| 2026-05-04 14:04 | 2026-05-01 | APD | Air Products & Chemicals, Inc. | Schaeffer Melissa N. | Officer; Exec Vice President and CFO | Specialty Chemicals | SALE | $303.76 | 2,714 | $824,405 | 14,212 | -16.0% |
| 2026-05-01 20:40 | 2026-04-29 | KALU | KAISER ALUMINUM CORP | Grimley Richard P. | Director | Aluminum | SALE | $171.52 | 1,524 | $261,396 | 4,578 | -25.0% |
| 2026-05-01 20:42 | 2026-04-30 | SXT | SENSIENT TECHNOLOGIES CORP | Morris Steven B | Officer; President, Color Group | Specialty Chemicals | SALE | $114.58 | 200 | $22,915 | 6,759 | -2.9% |
| 2026-05-01 20:43 | 2026-05-01 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | OPT+S | $2.00 | 5,550 | $11,103 | 270,823 | -2.0% |
| 2026-05-01 20:30 | 2026-04-29 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Director, Officer; President & CEO | Aluminum | SALE | $173.13 | 3,031 | $524,757 | 94,308 | -3.1% |
| 2026-05-01 17:45 | 2026-05-01 | CSTM | CONSTELLIUM SE | Deslarzes Jean-Christophe | Director | Aluminum | BUY | $31.13 | 1,325 | $41,247 | 42,025 | +3.3% |
| 2026-05-01 11:17 | 2026-04-30 | SXT | SENSIENT TECHNOLOGIES CORP | Winder Pte. Ltd. | 10% owner | Specialty Chemicals | SALE | $109.69 | 2,127,566 | $233,372,715 | 4,177,348 | -33.7% |
| 2026-04-30 23:19 | 2026-04-28 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.47 | 3,000 | $4,407 | 893,635 | +0.3% |
| 2026-04-30 21:28 | 2026-04-28 | GGB | GERDAU S.A. | Wang Chia Yuan | Other | Steel | SALE | $4.49 | 76,700 | $344,383 | 92,195 | -45.4% |
| 2026-04-30 21:11 | 2026-04-28 | GGB | GERDAU S.A. | Uhlein Clemir | Other | Steel | SALE | $4.51 | 38,276 | $172,625 | 0 | -100.0% |
| 2026-04-30 20:57 | 2026-04-28 | GGB | GERDAU S.A. | Metz Mauricio | Other | Steel | SALE | $4.53 | 1,000 | $4,530 | 41,536 | -2.4% |
| 2026-04-30 21:00 | 2026-04-29 | IBATF | INTERNATIONAL BATTERY METALS LTD. | WARNOCK JACOB AARON | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.08 | 34,315,465 | $2,745,237 | 143,100,443 | +31.5% |
| 2026-04-30 11:38 | 2026-04-28 | IPX | IPERIONX Ltd | Arima Anastasios | Director, Officer; Chief Executive Officer | Other Industrial Metals & Mining | BUY | $4.49 | 110,000 | $493,625 | 12,316,782 | +0.9% |
| 2026-04-30 01:51 | 2026-04-28 | IPX | IPERIONX Ltd | Hannigan Todd | Director, Officer; Executive Chairman | Other Industrial Metals & Mining | BUY | $4.33 | 480,000 | $2,077,776 | 26,108,334 | +1.9% |
| 2026-04-29 20:30 | 2026-04-27 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Director, Officer; President & CEO | Aluminum | SALE | $175.09 | 47,001 | $8,229,405 | 97,339 | -32.6% |
| 2026-04-29 20:30 | 2026-04-28 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; EVP & CFO | Aluminum | SALE | $173.29 | 5,000 | $866,450 | 19,091 | -20.8% |
| 2026-04-29 20:30 | 2026-04-27 | KALU | KAISER ALUMINUM CORP | Gheorghe Iulian | Officer; SVP - Adv Eng & Innovation | Aluminum | SALE | $174.22 | 175 | $30,489 | 4,448 | -3.8% |
| 2026-04-29 20:30 | 2026-04-27 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP, CAO and GC | Aluminum | SALE | $178.20 | 2,743 | $488,807 | 29,700 | -8.5% |
| 2026-04-29 20:30 | 2026-04-27 | KALU | KAISER ALUMINUM CORP | Wilcox Brett | Director | Aluminum | SALE | $174.44 | 15,000 | $2,616,600 | 9,887 | -60.3% |
| 2026-04-29 18:51 | 2026-04-28 | CX | CEMEX SAB DE CV | Gonzalez Herrera Jesus Vicente | Officer; President of Cemex USA | Building Materials | SALE | $12.16 | 35,000 | $425,600 | 846,010 | -4.0% |
| 2026-04-28 20:56 | 2026-04-27 | RS | RELIANCE, INC. | Ajemyan Arthur | Officer; SVP, CFO | Steel | SALE | $358.12 | 3,500 | $1,253,403 | 16,840 | -17.2% |
| 2026-04-27 20:35 | 2026-04-24 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $37.84 | 100,000 | $3,784,000 | 37,403,704 | +0.3% |
| 2026-04-24 19:51 | 2026-03-25 | IAUX | i-80 Gold Corp. | Butler Ronald Jr | Director | Gold | BUY | $1.41 | 17,730 | $24,999 | 50,530 | +54.1% |
| 2026-04-24 19:16 | 2026-04-23 | STLD | STEEL DYNAMICS INC | Cornew Kenneth W. | Director | Steel | SALE | $224.87 | 5,000 | $1,124,358 | 31,299 | -13.8% |
| 2026-04-24 19:16 | 2026-04-23 | STLD | STEEL DYNAMICS INC | Alvarez Miguel | Officer; Senior Vice President | Steel | SALE | $225.58 | 4,825 | $1,088,428 | 122,257 | -3.8% |
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.