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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021-03-04 00:56 | 2021-03-01 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $54.96 | 2,000 | $109,920 | 34,091 | -5.5% |
| 2021-03-04 00:54 | 2021-03-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $54.96 | 5,150 | $283,044 | 286,975 | -1.8% |
| 2021-03-04 00:50 | 2021-03-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $54.97 | 2,024 | $111,266 | 96,636 | -2.1% |
| 2021-03-04 01:56 | 2021-03-01 | FCX | FREEPORT-MCMORAN INC | FORD GERALD J | Director | Copper | SALE | $34.93 | 2,020,000 | $70,555,166 | 0 | -100.0% |
| 2021-03-03 01:37 | 2021-03-01 | SSD | Simpson Manufacturing Co., Inc. | Olosky Michael | Officer; Chief Operating Officer | Lumber & Wood Production | BUY | $99.70 | 500 | $49,850 | 3,176 | +18.7% |
| 2021-03-03 00:21 | 2021-02-26 | ASIX | AdvanSix Inc. | Blindenbach Willem L. | Officer; SVP, Integrated Supply Chain | Chemicals | SALE | $27.98 | 2,956 | $82,709 | 33,388 | -8.1% |
| 2021-03-03 01:37 | 2021-03-01 | SSD | Simpson Manufacturing Co., Inc. | Magstadt Brian J | Officer; Chief Financial Officer | Lumber & Wood Production | SALE | $99.88 | 7,000 | $699,132 | 32,521 | -17.7% |
| 2021-03-02 22:17 | 2021-03-01 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman, President & CEO | Steel | SALE | $26.98 | 19,900 | $536,902 | 664,073 | -2.9% |
| 2021-03-02 20:02 | 2021-03-01 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $67.60 | 5,000 | $338,000 | 7,690,044 | -0.1% |
| 2021-03-03 01:51 | 2021-03-02 | ALB | Albemarle Corporation | Tozier Scott | Officer; EVP & CFO | Specialty Chemicals | SALE | $153.89 | 1,521 | $234,067 | 55,905 | -2.6% |
| 2021-03-03 00:06 | 2021-02-26 | CF | CF Industries Holdings, Inc. | White Celso L. | Director | Agricultural Inputs | BUY | $47.95 | 5 | $245 | 11,196 | +0.0% |
| 2021-03-03 03:37 | 2021-03-01 | RMES | RED METAL RESOURCES, LTD. | JEFFS RICHARD | 10% owner | Other Industrial Metals & Mining | BUY | $0.13 | 1,042 | $135 | 7,201,299 | +0.0% |
| 2021-03-03 01:49 | 2021-03-02 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $153.89 | 1,478 | $227,449 | 43,695 | -3.3% |
| 2021-03-02 00:11 | 2021-02-26 | LIN | LINDE PLC | Fehrenbach Franz | Director | Specialty Chemicals | BUY | $245.94 | 493 | $121,248 | 3,606 | +15.8% |
| 2021-03-02 00:11 | 2021-02-25 | TSE | Trinseo PLC | Leib Ryan J | Officer; Vice President and Treasurer | Specialty Chemicals | OPT+S | $65.36 | 6,273 | $410,003 | 8,792 | -41.6% |
| 2021-03-02 00:09 | 2021-02-25 | TSE | Trinseo PLC | Skeete Bernard M | Officer; VP, CAO and Global Controller | Specialty Chemicals | OPT+S | $64.81 | 2,674 | $173,289 | 7,159 | -27.2% |
| 2021-03-02 00:07 | 2021-02-26 | TSE | Trinseo PLC | Chaclas Angelo N. | Officer; SVP, CLO, CCO & Corp. Sec. | Specialty Chemicals | OPT+S | $65.22 | 15,884 | $1,035,954 | 31,010 | -33.9% |
| 2021-03-02 01:22 | 2021-02-26 | ALB | Albemarle Corporation | Tozier Scott | Officer; EVP & CFO | Specialty Chemicals | OPT+S | $156.90 | 854 | $133,989 | 57,426 | -1.5% |
| 2021-03-02 00:10 | 2021-02-25 | TSE | Trinseo PLC | Stasse David Phillip | Officer; EVP and CFO | Specialty Chemicals | OPT+S | $65.45 | 16,546 | $1,082,936 | 45,230 | -26.8% |
| 2021-03-02 01:54 | 2021-03-01 | VMC | Vulcan Materials CO | Pigg Randy L. | Officer; Vice President and Controller | Building Materials | OPT+S | $169.73 | 216 | $36,662 | 1,464 | -12.9% |
| 2021-03-02 03:46 | 2021-02-25 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $107.35 | 4,500 | $483,063 | 41,395,260 | 0.0% |
| 2021-03-02 01:53 | 2021-02-25 | HYMC | HYCROFT MINING HOLDING CORP | WHITEBOX ADVISORS LLC | 10% owner | Gold | SALE | $7.11 | 9,900 | $70,394 | 11,943,317 | -0.1% |
| 2021-03-02 01:23 | 2021-02-26 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | OPT+S | $156.80 | 786 | $123,247 | 45,173 | -1.7% |
| 2021-02-27 00:17 | 2021-02-24 | EXP | EAGLE MATERIALS INC | Wentzel Steven L | Officer; President (American Gypsum) | Building Materials | SALE | $127.87 | 3,500 | $447,538 | 16,250 | -17.7% |
| 2021-02-26 18:02 | 2021-02-24 | NUE | NUCOR CORP | FELDMAN CRAIG A. | Officer; Executive Vice President | Steel | SALE | $62.53 | 29,672 | $1,855,485 | 84,078 | -26.1% |
| 2021-02-27 01:16 | 2021-02-24 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $9.99 | 10,000 | $99,900 | 40,721 | -19.7% |
| 2021-02-26 17:59 | 2021-02-24 | NUE | NUCOR CORP | Utermark D. Chad | Officer; Executive Vice President | Steel | OPT+S | $62.89 | 34,324 | $2,158,636 | 167,498 | -17.0% |
| 2021-02-26 18:01 | 2021-02-24 | NUE | NUCOR CORP | NAPOLITAN RAYMOND S JR | Officer; Executive Vice President | Steel | OPT+S | $62.55 | 34,324 | $2,146,898 | 136,101 | -20.1% |
| 2021-02-27 00:39 | 2021-02-25 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Officer; EVP, COO & GC | Aluminum | SALE | $14.94 | 15,454 | $230,883 | 75,770 | -16.9% |
| 2021-02-26 19:50 | 2021-02-24 | CMC | COMMERCIAL METALS Co | Smith Barbara | Director, Officer; Chairman, President & CEO | Steel | SALE | $26.15 | 30,100 | $786,995 | 683,973 | -4.2% |
| 2021-02-27 00:48 | 2021-02-24 | CDE | Coeur Mining, Inc. | Rasmussen Hans John | Officer; SVP, Exploration | Gold | SALE | $10.06 | 10,000 | $100,600 | 299,185 | -3.2% |
| 2021-02-27 02:19 | 2021-02-25 | MTX | MINERALS TECHNOLOGIES INC | DIETRICH DOUGLAS T | Director, Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $72.48 | 13,615 | $986,871 | 102,045 | -11.8% |
| 2021-02-27 00:41 | 2021-02-24 | CENX | CENTURY ALUMINUM CO | Harrison Michelle | Officer; Sr. VP Finance & Treasurer | Aluminum | SALE | $15.53 | 9,231 | $143,357 | 72,734 | -11.3% |
| 2021-02-26 19:47 | 2021-02-24 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Director, Officer; CEO & Board Chair | Specialty Chemicals | OPT+S | $113.74 | 74,801 | $8,507,664 | 310,381 | -19.4% |
| 2021-02-27 01:27 | 2021-02-24 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $106.45 | 714,500 | $76,055,524 | 41,399,757 | -1.7% |
| 2021-02-27 00:58 | 2021-02-24 | HUN | Huntsman CORP | Wright Scott J | Officer; Division President | Chemicals | OPT+S | $28.64 | 9,016 | $258,196 | 84,711 | -9.6% |
| 2021-02-27 00:16 | 2021-02-24 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $126.00 | 8,492 | $1,069,992 | 48,636 | -14.9% |
| 2021-02-26 16:36 | 2021-02-25 | WLK | WESTLAKE CORP | Teel Lawrence E. | Officer; EVP and Special Advisor to CEO | Specialty Chemicals | OPT+S | $86.96 | 33,449 | $2,908,665 | 4,903 | -87.2% |
| 2021-02-26 16:35 | 2021-02-25 | WLK | WESTLAKE CORP | Zoeller Johnathan Stevan | Officer; VP and CAO | Specialty Chemicals | OPT+S | $86.94 | 1,006 | $87,457 | 0 | -100.0% |
| 2021-02-27 00:34 | 2021-02-24 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Director, Officer; President and CEO | Aluminum | SALE | $14.95 | 55,000 | $822,300 | 411,489 | -11.8% |
| 2021-02-27 01:03 | 2021-02-24 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $10.53 | 1,000 | $10,530 | 185,233 | +0.5% |
| 2021-02-26 21:13 | 2021-02-25 | TSE | Trinseo PLC | COTE JEFFREY J | Director | Specialty Chemicals | SALE | $65.82 | 5,000 | $329,100 | 10,787 | -31.7% |
| 2021-02-26 21:16 | 2021-02-25 | TSE | Trinseo PLC | FARRELL MATTHEW | Director | Specialty Chemicals | BUY | $65.51 | 5,000 | $327,550 | 12,000 | +71.4% |
| 2021-02-27 02:18 | 2021-02-24 | MTX | MINERALS TECHNOLOGIES INC | CIPOLLA MICHAEL | Officer; VICE PRESIDENT | Specialty Chemicals | OPT+S | $72.36 | 6,246 | $451,989 | 30,374 | -17.1% |
| 2021-02-26 21:01 | 2021-02-22 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $82.00 | 100,000 | $8,200,000 | 922,966 | -9.8% |
| 2021-02-25 23:06 | 2021-02-23 | EMN | EASTMAN CHEMICAL CO | COX MARK K | Officer; Senior Vice President | Specialty Chemicals | SALE | $111.58 | 20,280 | $2,262,842 | 4,170 | -82.9% |
| 2021-02-25 18:57 | 2021-02-24 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $64.84 | 5,000 | $324,200 | 7,695,044 | -0.1% |
| 2021-02-26 01:23 | 2021-02-24 | RS | RELIANCE, INC. | Smith William A II | Officer; SVP, General Counsel, Corp Sec | Steel | SALE | $138.47 | 7,860 | $1,088,374 | 22,689 | -25.7% |
| 2021-02-26 01:14 | 2021-02-23 | LYB | LyondellBasell Industries N.V. | AI INVESTMENTS HOLDINGS LLC | 10% owner | Specialty Chemicals | SALE | $103.10 | 478,060 | $49,290,137 | 42,104,082 | -1.1% |
| 2021-02-26 01:20 | 2021-02-24 | RS | RELIANCE, INC. | Lewis Karla R | Director, Officer; President | Steel | SALE | $135.86 | 12,604 | $1,712,369 | 86,374 | -12.7% |
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.