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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.

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Filing Date Trade Date Ticker Company Name Reporting Person Relationship Industry Type Price Qty Total, $ Owned After Change, %
2021-03-11 01:05 2021-03-10 UFPI UFP INDUSTRIES INC MISSAD MATTHEW J Director, Officer; Chief Executive Officer Lumber & Wood Production SALE $67.61 20,000 $1,352,200 301,729 -6.2%
2021-03-11 01:22 2021-03-09 GORO GOLD RESOURCE CORP Morrison Alex G Director Other Precious Metals & Mining BUY $2.67 17,900 $47,793 51,571 +53.2%
2021-03-11 01:14 2021-03-08 FCX FREEPORT-MCMORAN INC FORD GERALD J Director Copper SALE $35.04 55,554 $1,946,379 21,622 -72.0%
2021-03-10 02:41 2021-03-08 KALU KAISER ALUMINUM CORP Weaver Brant Officer; VP - Strategic Development Aluminum SALE $115.41 378 $43,625 5,231 -6.7%
2021-03-10 01:42 2021-03-05 SHW SHERWIN WILLIAMS CO Sewell David B Officer; President and COO Specialty Chemicals OPT+S $663.17 10,244 $6,793,481 8,861 -53.6%
2021-03-09 21:11 2021-03-08 TSE Trinseo PLC M&G INVESTMENT MANAGEMENT LTD 10% owner Specialty Chemicals SALE $68.82 3,000 $206,460 7,682,044 0.0%
2021-03-09 18:29 2021-03-05 UFPI UFP INDUSTRIES INC BRAVATA SCOTT T Officer; Vice President of Accounting Lumber & Wood Production SALE $64.02 5,761 $368,819 0 -100.0%
2021-03-09 18:39 2021-03-08 UFPI UFP INDUSTRIES INC BRAVATA SCOTT T Officer; Vice President of Accounting Lumber & Wood Production SALE $64.02 5,761 $368,819 0 -100.0%
2021-03-10 00:05 2021-03-08 CF CF Industries Holdings, Inc. Davisson William Director Agricultural Inputs SALE $50.00 10,000 $500,000 36,191 -21.6%
2021-03-09 15:58 2021-03-08 WLK WESTLAKE CORP Buesinger Robert F. Officer; EVP, Vinyl Products Specialty Chemicals OPT+S $93.69 16,513 $1,547,105 13,299 -55.4%
2021-03-10 00:40 2021-03-05 EXP EAGLE MATERIALS INC STEWART RICHARD ROSS Director Building Materials SALE $124.88 3,500 $437,096 4,003 -46.6%
2021-03-09 17:09 2021-03-08 NUE NUCOR CORP QUERY KENNETH REX Officer; Executive Vice President Steel SALE $65.54 3,000 $196,621 63,510 -4.5%
2021-03-09 00:53 2021-03-04 KWR QUAKER CHEMICAL CORP Slinkman David Officer; SVP - Chief Technology Officer Specialty Chemicals OPT+S $263.48 3,579 $943,000 3,653 -49.5%
2021-03-08 21:20 2021-03-05 VGZ VISTA GOLD CORP Tobler Douglas L. Officer; CFO Gold BUY $0.92 2,500 $2,295 75,306 +3.4%
2021-03-08 22:23 2021-03-05 FMC FMC CORP Reilly Michael Finian Officer; EVP, General Counsel & Sec. Agricultural Inputs OPT+S $101.47 4,000 $405,880 16,263 -19.7%
2021-03-09 00:48 2021-03-04 KWR QUAKER CHEMICAL CORP Hall Mary Dean Officer; SVP, CFO and Treasurer Specialty Chemicals OPT+S $261.70 2,490 $651,621 3,515 -41.5%
2021-03-09 05:46 2021-03-08 TROX Tronox Holdings plc Turgeon Jean Francois Officer; Interim Co-CEO Chemicals SALE $18.34 17,575 $322,354 533,358 -3.2%
2021-03-09 05:36 2021-03-08 TROX Tronox Holdings plc Neuman Jeffrey N Officer; SVP, General Counsel & Sec. Chemicals SALE $18.33 16,237 $297,649 133,164 -10.9%
2021-03-09 05:35 2021-03-08 TROX Tronox Holdings plc Mancini Raoul Charles Officer; SVP, Chief HR Officer Chemicals SALE $18.35 13,750 $252,256 244,942 -5.3%
2021-03-08 14:00 2021-03-05 UFPI UFP INDUSTRIES INC PETERS ALLEN T Officer; Pres & COO, UFP Retail, LLC Lumber & Wood Production SALE $61.76 19,594 $1,210,125 139,235 -12.3%
2021-03-08 14:00 2021-03-05 UFPI UFP INDUSTRIES INC WEBSTER PATRICK M Officer; President and COO Lumber & Wood Production SALE $61.78 30,000 $1,853,400 217,948 -12.1%
2021-03-09 05:34 2021-03-08 TROX Tronox Holdings plc Carlson Timothy C Officer; SVP and CFO Chemicals SALE $18.60 14,989 $278,741 263,410 -5.4%
2021-03-09 05:37 2021-03-08 TROX Tronox Holdings plc Romano John D Officer; Interim Co-CEO Chemicals SALE $18.24 14,938 $272,503 534,731 -2.7%
2021-03-09 01:04 2021-03-04 BCC BOISE CASCADE Co HIBBS KELLY E. Officer; VP and Controller Lumber & Wood Production SALE $50.80 3,086 $156,776 32,868 -8.6%
2021-03-09 00:59 2021-03-04 SXT SENSIENT TECHNOLOGIES CORP WEDRAL ELAINE R Director Specialty Chemicals SALE $75.74 4,000 $302,964 24,906 -13.8%
2021-03-08 15:55 2021-03-05 WLKP Westlake Chemical Partners LP FINLEY G STEPHEN Director Chemicals BUY $23.47 4,000 $93,872 4,000 +100.0%
2021-03-05 21:19 2021-03-03 NNUP NOCOPI TECHNOLOGIES INC/MD/ FEINSTEIN MICHAEL Director, Officer; Chairman of the Board Specialty Chemicals SALE $0.15 90,000 $13,770 1,068,868 -7.8%
2021-03-06 00:21 2021-03-03 CENX CENTURY ALUMINUM CO Gudlaugsson Gunnar Officer; EVP - Global Operations Aluminum SALE $17.74 5,473 $97,091 27,140 -16.8%
2021-03-05 20:30 2021-03-05 CLF CLEVELAND-CLIFFS INC. Koci Keith Officer; EVP, Chief Financial Officer Steel BUY $13.45 15,000 $201,735 210,033 +7.7%
2021-03-06 00:14 2021-03-03 CENX CENTURY ALUMINUM CO BLESS MICHAEL A Director, Officer; President and CEO Aluminum SALE $17.62 15,000 $264,300 353,989 -4.1%
2021-03-06 01:35 2021-03-04 FCX FREEPORT-MCMORAN INC FORD GERALD J Director Copper SALE $33.24 300,000 $9,970,770 77,176 -79.5%
2021-03-04 21:33 2021-03-02 FMC FMC CORP Sandifer Andrew D Officer; EVP and CFO Agricultural Inputs OPT+S $105.98 4,951 $524,700 29,646 -14.3%
2021-03-05 01:07 2021-03-02 KALU KAISER ALUMINUM CORP Miller Del L Officer; VP Treasury Risk & Procurement Aluminum SALE $119.34 1,416 $168,985 4,220 -25.1%
2021-03-05 00:32 2021-03-02 ESI Element Solutions Inc Benson Scot Director Specialty Chemicals OPT+S $18.58 1,499 $27,851 328,794 -0.5%
2021-03-04 21:34 2021-03-02 FMC FMC CORP Pfeiffer Nicholas Officer; Corporate Controller Agricultural Inputs OPT+S $106.83 3,146 $336,071 12,929 -19.6%
2021-03-04 20:24 2021-03-03 TSE Trinseo PLC M&G INVESTMENT MANAGEMENT LTD 10% owner Specialty Chemicals SALE $67.75 5,000 $338,740 7,685,044 -0.1%
2021-03-05 01:15 2021-03-01 CLW Clearwater Paper Corp Nelson Ann C Director Paper & Paper Products BUY $35.77 3,000 $107,300 3,000 +100.0%
2021-03-05 01:05 2021-03-02 KALU KAISER ALUMINUM CORP ELLSWORTH MELINDA C Officer; VP IR & Corp. Communications Aluminum SALE $120.96 1,500 $181,440 6,134 -19.6%
2021-03-03 22:12 2021-03-01 SCL STEPAN CO Stefaniak Debra Officer; VP, Business Enablement Specialty Chemicals SALE $121.85 402 $48,935 1,205 -25.0%
2021-03-04 00:55 2021-03-01 CENX CENTURY ALUMINUM CO Gary Jesse E Officer; EVP, COO, GC & Secretary Aluminum SALE $14.36 11,370 $163,273 64,400 -15.0%
2021-03-04 01:25 2021-03-02 KALU KAISER ALUMINUM CORP Harvey Keith Director, Officer; President & CEO Aluminum SALE $119.69 1,000 $119,690 69,426 -1.4%
2021-03-03 17:36 2021-03-01 SHW SHERWIN WILLIAMS CO Mistysyn Allen J Officer; SVP - Finance & CFO Specialty Chemicals SALE $700.00 1,930 $1,351,000 11,062 -14.9%
2021-03-04 01:42 2021-03-02 BCC BOISE CASCADE Co Twedt Jill Officer; SVP General Counsel & Corp Sec Lumber & Wood Production SALE $52.22 2,000 $104,440 28,666 -6.5%
2021-03-04 01:04 2021-03-02 BCC BOISE CASCADE Co Brown Dean Michael Officer; EVP, Wood Products Lumber & Wood Production SALE $52.08 4,749 $247,326 44,465 -9.6%
2021-03-04 02:07 2021-03-01 LYB LyondellBasell Industries N.V. AI INVESTMENTS HOLDINGS LLC 10% owner Specialty Chemicals SALE $106.63 945,000 $100,763,082 9,885,456 -8.7%
2021-03-03 23:14 2021-03-01 KOP Koppers Holdings Inc. GROVES DANIEL R Officer; VP, Culture & Engagement Specialty Chemicals SALE $35.06 6,795 $238,233 23,825 -22.2%
2021-03-04 00:47 2021-03-03 ALB Albemarle Corporation KISSAM LUTHER C IV Director Specialty Chemicals SALE $152.26 15,478 $2,356,708 106,505 -12.7%
2021-03-04 01:23 2021-03-01 KALU KAISER ALUMINUM CORP HOCKEMA JACK A Director Aluminum SALE $120.01 12,000 $1,440,130 16,135 -42.7%
2021-03-04 00:49 2021-03-01 CENX CENTURY ALUMINUM CO BLESS MICHAEL A Director, Officer; President and CEO Aluminum SALE $16.06 42,500 $682,376 368,989 -10.3%
2021-03-04 00:33 2021-02-24 HL HECLA MINING CO/DE/ BAKER PHILLIPS S JR Director, Officer; President & CEO Other Precious Metals & Mining SALE $7.33 400,000 $2,933,200 5,543,863 -6.7%
SHOW ENTRIES

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.