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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021-04-01 01:06 | 2021-03-30 | FUL | FULLER H B CO | Martsching Robert J | Officer; VP, Corporate Controller | Specialty Chemicals | OPT+S | $63.71 | 3,504 | $223,229 | 10,966 | -24.2% |
| 2021-03-31 19:57 | 2021-03-30 | CMC | COMMERCIAL METALS Co | Porter Tracy L | Officer; EVP & Chief Operating Officer | Steel | SALE | $31.32 | 38,296 | $1,199,603 | 38,189 | -50.1% |
| 2021-04-01 01:34 | 2021-03-29 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | OPT+S | $63.60 | 48,941 | $3,112,824 | 213,703 | -18.6% |
| 2021-04-01 01:59 | 2021-03-26 | MP | MP Materials Corp. / DE | QVT Financial LP | Director, 10% owner, Other | Other Industrial Metals & Mining | SALE | $33.78 | 1,598,801 | $53,999,504 | 8,711,753 | -15.5% |
| 2021-03-30 23:50 | 2021-03-26 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer, 10% owner; Chairman and CEO | Other Industrial Metals & Mining | SALE | $33.78 | 4,603,123 | $155,470,479 | 2,338 | -99.9% |
| 2021-03-31 00:12 | 2021-03-26 | MP | MP Materials Corp. / DE | JHL Capital Group LLC | 10% owner, Other | Other Industrial Metals & Mining | SALE | $33.78 | 3,330,273 | $112,479,971 | 2,338 | -99.9% |
| 2021-03-30 19:21 | 2021-03-29 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | OPT+S | $63.86 | 6,169 | $393,953 | 22,871 | -21.2% |
| 2021-03-30 23:57 | 2021-03-26 | NEM | NEWMONT Corp /DE/ | Cmil Jennifer | Officer; EVP, Human Resources | Gold | SALE | $61.00 | 6,348 | $387,228 | 17,814 | -26.3% |
| 2021-03-29 20:18 | 2021-03-26 | NUE | NUCOR CORP | Topalian Leon J | Officer; President and CEO | Steel | OPT+S | $77.18 | 47,581 | $3,672,302 | 111,780 | -29.9% |
| 2021-03-29 22:09 | 2021-03-26 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $65.92 | 2,000 | $131,840 | 7,664,044 | 0.0% |
| 2021-03-30 02:30 | 2021-03-25 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | GROSS BRETT | Director, Officer, 10% owner; President & CEO | Other Industrial Metals & Mining | BUY | $1.11 | 49,412 | $54,996 | 49,412 | +100.0% |
| 2021-03-29 20:52 | 2021-03-29 | GORO | GOLD RESOURCE CORP | LITTLE RONALD | Director | Other Precious Metals & Mining | BUY | $2.60 | 20,000 | $52,000 | 40,000 | +100.0% |
| 2021-03-26 22:18 | 2021-03-25 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman, President & CEO | Steel | SALE | $30.06 | 50,000 | $1,502,965 | 614,073 | -7.5% |
| 2021-03-27 03:05 | 2021-03-23 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | GROSS BRETT | Director, Officer, 10% owner; President & CEO | Other Industrial Metals & Mining | BUY | $1.18 | 17,006 | $19,999 | 17,006 | +100.0% |
| 2021-03-25 16:37 | 2021-03-22 | CMT | CORE MOLDING TECHNOLOGIES INC | ANDERSON RENEE R | Officer; EVP, Human Resources | Specialty Chemicals | BUY | $11.93 | 1,000 | $11,930 | 71,803 | +1.4% |
| 2021-03-25 16:05 | 2021-03-23 | CMT | CORE MOLDING TECHNOLOGIES INC | Kowaleski Sandra Lee | Director | Specialty Chemicals | BUY | $12.38 | 2,000 | $24,760 | 12,400 | +19.2% |
| 2021-03-24 23:19 | 2021-03-23 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | BUY | $12.12 | 2,000 | $24,240 | 160,503 | +1.3% |
| 2021-03-24 23:18 | 2021-03-19 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $12.08 | 2,000 | $24,160 | 267,695 | +0.8% |
| 2021-03-23 21:02 | 2021-03-19 | NUE | NUCOR CORP | SLATE MARYEMILY | Officer; Executive Vice President | Steel | SALE | $69.68 | 5,750 | $400,676 | 59,575 | -8.8% |
| 2021-03-23 21:00 | 2021-03-22 | NUE | NUCOR CORP | NAPOLITAN RAYMOND S JR | Officer; Executive Vice President | Steel | SALE | $70.66 | 6,000 | $423,930 | 136,914 | -4.2% |
| 2021-03-23 22:33 | 2021-03-22 | CMC | COMMERCIAL METALS Co | Porter Tracy L | Officer; EVP & Chief Operating Officer | Steel | SALE | $28.37 | 37,381 | $1,060,349 | 233,986 | -13.8% |
| 2021-03-24 04:07 | 2021-03-19 | GORO | GOLD RESOURCE CORP | LITTLE RONALD | Director | Other Precious Metals & Mining | BUY | $2.68 | 20,000 | $53,500 | 20,000 | +100.0% |
| 2021-03-22 21:10 | 2021-03-18 | NUE | NUCOR CORP | Needham Daniel R. | Officer; Executive Vice President | Steel | SALE | $70.29 | 2,326 | $163,495 | 42,316 | -5.2% |
| 2021-03-23 04:35 | 2021-03-18 | OMEX | ODYSSEY MARINE EXPLORATION INC | FourWorld Capital Management LLC | 10% owner | Other Industrial Metals & Mining | BUY | $6.59 | 9,250 | $60,985 | 914,649 | +1.0% |
| 2021-03-23 00:08 | 2021-03-22 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $61.89 | 83,334 | $5,157,733 | 59,965,169 | -0.1% |
| 2021-03-19 22:05 | 2021-03-18 | NUE | NUCOR CORP | Jellison Douglas J | Officer; Executive Vice President | Steel | SALE | $72.00 | 4,055 | $291,963 | 88,480 | -4.4% |
| 2021-03-20 01:23 | 2021-03-17 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; Chief Operating Officer | Coking Coal | BUY | $11.85 | 2,500 | $29,625 | 87,066 | +3.0% |
| 2021-03-19 17:17 | 2021-03-18 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $75.41 | 3,000 | $226,230 | 7,666,044 | 0.0% |
| 2021-03-19 22:55 | 2021-03-18 | NUE | NUCOR CORP | Keller Michael D | Officer; Vice Pres. and Corp. Contro | Steel | SALE | $71.50 | 14,412 | $1,030,458 | 29,558 | -32.8% |
| 2021-03-19 22:03 | 2021-03-18 | NUE | NUCOR CORP | Frias James D | Officer; CFO, Treasurer and EVP | Steel | OPT+S | $70.64 | 39,920 | $2,819,949 | 327,731 | -10.9% |
| 2021-03-19 19:25 | 2021-03-17 | MERC | MERCER INTERNATIONAL INC. | Ridder Wolfram | Director | Paper & Paper Products | SALE | $15.02 | 10,000 | $150,200 | 63,321 | -13.6% |
| 2021-03-18 16:52 | 2021-03-17 | SMG | SCOTTS MIRACLE-GRO CO | Shumlin Peter E | Director | Agricultural Inputs | SALE | $232.56 | 1,500 | $348,840 | 8,659 | -14.8% |
| 2021-03-18 18:46 | 2021-03-17 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $72.51 | 2,000 | $145,020 | 7,669,044 | 0.0% |
| 2021-03-19 02:26 | 2021-03-17 | MERC | MERCER INTERNATIONAL INC. | Laberge Alice | Director | Paper & Paper Products | BUY | $15.00 | 1,000 | $15,000 | 1,000 | +100.0% |
| 2021-03-19 00:20 | 2021-03-17 | ALTO | Alto Ingredients Inc. | Jones William L | Director | Specialty Chemicals | SALE | $5.98 | 20,000 | $119,600 | 159,521 | -11.1% |
| 2021-03-18 22:13 | 2021-03-17 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; EVP,Operations | Specialty Chemicals | BUY | $11.64 | 1,000 | $11,640 | 89,480 | +1.1% |
| 2021-03-17 22:35 | 2021-03-11 | SCL | STEPAN CO | Catlett Janet Anne | Officer; VP, CHRO | Specialty Chemicals | BUY | $129.51 | 2 | $215 | 3,144 | +0.1% |
| 2021-03-17 21:33 | 2021-03-16 | SCL | STEPAN CO | Rojo Luis | Officer; VP & Chief Financial Officer | Specialty Chemicals | OPT+S | $128.04 | 350 | $44,814 | 3,857 | -8.3% |
| 2021-03-17 23:47 | 2021-03-17 | AMR | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director, Officer; Chief Executive Officer | Coking Coal | BUY | $12.18 | 10,000 | $121,751 | 245,365 | +4.2% |
| 2021-03-17 23:44 | 2021-03-17 | AMR | Alpha Metallurgical Resources, Inc. | Eidson Charles Andrew | Officer; President & CFO | Coking Coal | BUY | $11.85 | 1,000 | $11,853 | 90,677 | +1.1% |
| 2021-03-17 19:29 | 2021-03-15 | SYNL | Ascent Industries Co. | Cunningham Sarah M | Officer; VP Corporate Administration | Chemicals | SALE | $10.05 | 8,431 | $84,732 | 13,887 | -37.8% |
| 2021-03-18 00:23 | 2021-03-15 | EXP | EAGLE MATERIALS INC | Haack Michael | Director, Officer; President & CEO | Building Materials | OPT+S | $133.12 | 10,918 | $1,453,417 | 51,293 | -17.5% |
| 2021-03-18 00:53 | 2021-03-15 | TROX | Tronox Holdings plc | Mancini Raoul Charles | Officer; SVP, Chief HR Officer | Chemicals | SALE | $18.06 | 81,943 | $1,480,087 | 323,642 | -20.2% |
| 2021-03-18 00:52 | 2021-03-15 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | SALE | $18.07 | 29,677 | $536,160 | 157,035 | -15.9% |
| 2021-03-18 00:49 | 2021-03-15 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Officer; Interim Co-CEO | Chemicals | SALE | $18.06 | 77,547 | $1,400,545 | 616,454 | -11.2% |
| 2021-03-18 00:50 | 2021-03-15 | TROX | Tronox Holdings plc | Carlson Timothy C | Officer; SVP and CFO | Chemicals | SALE | $18.06 | 51,695 | $933,694 | 318,811 | -14.0% |
| 2021-03-17 23:06 | 2021-03-15 | ALTO | Alto Ingredients Inc. | Sneed James R | Officer; CCO and VP | Specialty Chemicals | SALE | $6.01 | 100,000 | $601,000 | 174,269 | -36.5% |
| 2021-03-18 00:47 | 2021-03-15 | TROX | Tronox Holdings plc | Romano John D | Officer; Interim Co-CEO | Chemicals | SALE | $18.06 | 49,486 | $893,791 | 592,341 | -7.7% |
| 2021-03-17 23:46 | 2021-03-17 | AMR | Alpha Metallurgical Resources, Inc. | Nicholson Roger Lee | Officer; CAO, GC & Secretary | Coking Coal | BUY | $12.60 | 1,000 | $12,600 | 58,403 | +1.7% |
| 2021-03-17 23:06 | 2021-03-15 | CF | CF Industries Holdings, Inc. | Hopkins David P | Officer; Managing Director, CF Fert. UK | Agricultural Inputs | OPT+S | $50.74 | 6,100 | $309,492 | 23,514 | -20.6% |
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.