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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-28 00:37 | 2026-02-26 | ECL | ECOLAB INC. | Cook Gregory B | Officer; EVP & PRES - INST GROUP | Specialty Chemicals | OPT+S | $304.25 | 3,519 | $1,070,656 | 11,673 | -23.2% |
| 2026-02-27 22:42 | 2026-02-25 | MERC | MERCER INTERNATIONAL INC. | Laberge Alice | Director | Paper & Paper Products | BUY | $1.90 | 1,000 | $1,900 | 2,000 | +100.0% |
| 2026-02-27 21:39 | 2026-02-27 | IAG | IAMGOLD CORP | SMITH DAVID STEWART | Director | Gold | SALE | $32.87 | 31,000 | $1,018,880 | 20,000 | -60.8% |
| 2026-02-27 17:08 | 2026-02-25 | CSTM | CONSTELLIUM SE | Corre Stephane | Officer; President, AS&I | Aluminum | SALE | $25.71 | 3,200 | $82,262 | 47,444 | -6.3% |
| 2026-02-27 17:12 | 2026-02-26 | CSTM | CONSTELLIUM SE | Boccon-Gibod Isabelle | Director | Aluminum | SALE | $25.77 | 10,000 | $257,700 | 23,000 | -30.3% |
| 2026-02-27 04:53 | 2025-12-04 | CLMT | Calumet, Inc. /DE | Sajkowski Daniel J | Director | Specialty Chemicals | OPT+S | $0.00 | 2,022 | $0 | 85,268 | -2.3% |
| 2026-02-27 04:51 | 2025-03-03 | CLMT | Calumet, Inc. /DE | Sajkowski Daniel J | Director | Specialty Chemicals | SALE | $12.66 | 82,000 | $1,038,341 | 82,237 | -49.9% |
| 2026-02-27 04:53 | 2025-06-24 | CLMT | Calumet, Inc. /DE | Sajkowski Daniel J | Director | Specialty Chemicals | OPT+S | $0.00 | 1,518 | $0 | 84,237 | -1.8% |
| 2026-02-27 00:34 | 2026-02-25 | ECL | ECOLAB INC. | McKibben Tracy B | Director | Specialty Chemicals | OPT+S | $308.66 | 1,265 | $390,455 | 11,358 | -10.0% |
| 2026-02-26 23:39 | 2026-02-24 | LIN | LINDE PLC | Patwari Binod | Officer; Senior Vice President - APAC | Specialty Chemicals | OPT+S | $502.77 | 999 | $502,262 | 4,339 | -18.7% |
| 2026-02-26 23:01 | 2026-02-25 | SXC | SunCoke Energy, Inc. | Marinko Mark W. | Officer; SR VP, Chief Financial Officer | Coking Coal | BUY | $5.84 | 10,000 | $58,396 | 71,798 | +16.2% |
| 2026-02-26 23:02 | 2026-02-25 | SXC | SunCoke Energy, Inc. | Hardesty Phillip Michael | Officer; Senior Vice President | Coking Coal | BUY | $5.83 | 12,500 | $72,873 | 298,677 | +4.4% |
| 2026-02-26 00:57 | 2026-02-24 | ECL | ECOLAB INC. | Beck Christophe | Director, Officer; CHAIRMAN & CEO | Specialty Chemicals | OPT+S | $307.37 | 20,000 | $6,147,362 | 90,794 | -18.1% |
| 2026-02-26 00:30 | 2026-02-24 | NEU | NEWMARKET CORP | Xu Ting | Director | Specialty Chemicals | BUY | $619.21 | 400 | $247,684 | 929 | +75.6% |
| 2026-02-26 02:19 | 2026-02-23 | IBATF | INTERNATIONAL BATTERY METALS LTD. | WARNOCK JACOB AARON | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.08 | 26,427,053 | $2,114,164 | 108,784,978 | +32.1% |
| 2026-02-26 02:24 | 2026-02-23 | RS | RELIANCE, INC. | Koch Stephen Paul | Officer; Exec. VP, COO | Steel | SALE | $321.62 | 24,060 | $7,738,273 | 14,021 | -63.2% |
| 2026-02-26 02:04 | 2026-02-23 | CENX | CENTURY ALUMINUM CO | DeZee John | Officer; EVP, GC and Secretary | Aluminum | SALE | $50.72 | 66,000 | $3,347,520 | 97,647 | -40.3% |
| 2026-02-26 01:38 | 2026-02-24 | SHW | SHERWIN WILLIAMS CO | Young Bryan J | Officer; SVP - Corp Strategy & Devel. | Specialty Chemicals | SALE | $364.47 | 2,513 | $915,913 | 10,045 | -20.0% |
| 2026-02-26 00:49 | 2026-02-25 | OLN | OLIN Corp | Carter Deon | Officer; VP & President CAPV | Chemicals | SALE | $23.73 | 6,500 | $154,226 | 357 | -94.8% |
| 2026-02-26 00:54 | 2026-02-23 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; EVP & CFO | Aluminum | SALE | $121.72 | 5,000 | $608,600 | 12,775 | -28.1% |
| 2026-02-26 00:55 | 2026-02-23 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP, CAO and GC | Aluminum | SALE | $125.08 | 18,461 | $2,309,024 | 22,205 | -45.4% |
| 2026-02-25 23:40 | 2026-02-23 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $18.00 | 100 | $1,800 | 222,266 | +0.0% |
| 2026-02-25 23:07 | 2026-02-23 | MTRN | MATERION Corp | Chadwick Shelly Marie | Officer; Vice President, Finance & CFO | Other Industrial Metals & Mining | SALE | $146.13 | 8,976 | $1,311,637 | 16,139 | -35.7% |
| 2026-02-25 19:29 | 2026-02-24 | SMG | SCOTTS MIRACLE-GRO CO | Scheiwer Mark J | Officer; EVP, CFO & CAO | Agricultural Inputs | BUY | $71.44 | 693 | $49,504 | 15,370 | +4.7% |
| 2026-02-25 01:30 | 2026-02-20 | FCX | FREEPORT-MCMORAN INC | Higgins Stephen T. | Officer; EVP & CAO | Copper | SALE | $63.00 | 29,654 | $1,868,202 | 76,445 | -27.9% |
| 2026-02-25 00:24 | 2026-02-24 | ESI | Element Solutions Inc | Gliklich Benjamin | Director, Officer; CEO | Specialty Chemicals | SALE | $37.30 | 170,000 | $6,341,000 | 1,191,078 | -12.5% |
| 2026-02-25 00:23 | 2026-02-23 | ESI | Element Solutions Inc | Dorman Carey J. | Officer; Pdt Enterprise Ops and CFO | Specialty Chemicals | SALE | $34.87 | 97,500 | $3,399,825 | 237,077 | -29.1% |
| 2026-02-25 01:05 | 2026-02-20 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Other | Agricultural Inputs | SALE | $100.25 | 111,890 | $11,216,816 | 473,059 | -19.1% |
| 2026-02-25 00:22 | 2026-02-20 | ESI | Element Solutions Inc | ONEAL E STANLEY | Director | Specialty Chemicals | SALE | $35.52 | 200,641 | $7,126,768 | 0 | -100.0% |
| 2026-02-25 05:08 | 2026-02-23 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $1.80 | 7,414 | $13,364 | 778,545 | -0.9% |
| 2026-02-25 02:24 | 2026-02-20 | IOSP | INNOSPEC INC. | PADFIELD Larry | Director | Specialty Chemicals | OPT+S | $81.84 | 1,030 | $84,296 | 8,508 | -10.8% |
| 2026-02-25 02:29 | 2026-02-20 | IOSP | INNOSPEC INC. | Blackmore Milton C | Director | Specialty Chemicals | OPT+S | $81.84 | 1,030 | $84,296 | 9,585 | -9.7% |
| 2026-02-25 02:02 | 2026-02-20 | CTVA | Corteva, Inc. | TITUS BRIAN | Officer; See Remarks | Agricultural Inputs | OPT+S | $76.55 | 8,311 | $636,200 | 8,090 | -50.7% |
| 2026-02-25 01:26 | 2026-02-24 | OLN | OLIN Corp | Castle Angela M | Officer; VP & Chief Legal Officer | Chemicals | OPT+S | $24.25 | 2,379 | $57,700 | 1,528 | -60.9% |
| 2026-02-24 19:30 | 2026-02-20 | PPG | PPG INDUSTRIES INC | Foulkes Anne M. | Officer; Sr. VP, Legal & Spl. Projects | Specialty Chemicals | SALE | $124.61 | 3,594 | $447,848 | 15,641 | -18.7% |
| 2026-02-24 16:46 | 2026-02-23 | CSTM | CONSTELLIUM SE | Walters Stephen Charles | Officer; SVP GC & Secretary | Aluminum | SALE | $25.39 | 1,500 | $38,085 | 0 | -100.0% |
| 2026-02-24 16:48 | 2026-02-20 | CSTM | CONSTELLIUM SE | Becker Marcus | Officer; SVP CPO | Aluminum | SALE | $25.58 | 15,570 | $398,270 | 0 | -100.0% |
| 2026-02-24 14:00 | 2026-02-20 | VMC | Vulcan Materials CO | Anderson Melissa H. | Director | Building Materials | SALE | $303.72 | 1,137 | $345,330 | 0 | -100.0% |
| 2026-02-24 00:33 | 2026-02-20 | ALB | Albemarle Corporation | Norris Eric | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $165.45 | 5,692 | $941,741 | 48,819 | -10.4% |
| 2026-02-24 02:34 | 2026-02-20 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $42.05 | 150,000 | $6,307,500 | 36,903,704 | +0.4% |
| 2026-02-23 23:46 | 2026-02-19 | FRD | FRIEDMAN INDUSTRIES INC | Chhibbar Gaurav | Officer; Chief Operating Officer | Steel | BUY | $18.35 | 1,000 | $18,350 | 51,000 | +2.0% |
| 2026-02-23 22:25 | 2026-02-19 | AMRZ | Amrize Ltd | Johnston Ian A | Officer; Chief Financial Officer | Building Materials | BUY | $63.92 | 1,200 | $76,702 | 18,544 | +6.9% |
| 2026-02-23 20:52 | 2026-02-20 | RGLD | ROYAL GOLD INC | Hayes William M. | Director | Gold | SALE | $277.07 | 4,173 | $1,156,213 | 6,129 | -40.5% |
| 2026-02-21 05:09 | 2026-02-19 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $1.81 | 46,250 | $83,768 | 785,959 | -5.6% |
| 2026-02-21 00:54 | 2026-02-18 | MTRN | MATERION Corp | Vijayvargiya Jugal K. | Director, Officer; President and CEO | Other Industrial Metals & Mining | SALE | $156.86 | 12,245 | $1,920,806 | 118,008 | -9.4% |
| 2026-02-20 21:41 | 2026-02-18 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $18.75 | 600 | $11,250 | 222,166 | +0.3% |
| 2026-02-20 03:57 | 2026-02-17 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $2.34 | 85,901 | $200,639 | 704,211 | +13.9% |
| 2026-02-20 03:42 | 2026-02-17 | MTRN | MATERION Corp | Vijayvargiya Jugal K. | Director, Officer; President and CEO | Other Industrial Metals & Mining | OPT+S | $148.56 | 12,963 | $1,925,726 | 130,253 | -9.1% |
| 2026-02-20 03:42 | 2026-02-17 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | SALE | $157.09 | 4,000 | $628,360 | 8,572 | -31.8% |
| 2026-02-19 19:16 | 2026-02-17 | MTRN | MATERION Corp | KHILNANI VINOD M | Director | Other Industrial Metals & Mining | SALE | $148.86 | 4,000 | $595,456 | 13,665 | -22.6% |
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.