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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-11-25 01:37 | 2020-11-24 | LYB | LyondellBasell Industries N.V. | Guilfoyle James D | Officer; EVP, Adv Polymer Sol & Sup Chn | Specialty Chemicals | OPT+S | $90.52 | 800 | $72,416 | 26,785 | -2.9% |
| 2020-11-25 01:14 | 2020-09-15 | IMII | BLUSKY AI INC. | CLUFF WHITNEY O | Director | Gold | BUY | $0.02 | 352,000 | $7,709 | 2,111,160 | +20.0% |
| 2020-11-24 17:28 | 2020-11-23 | WLK | WESTLAKE CORP | Kenner Andrew | Officer; SVP - Chemical Manufacturing | Specialty Chemicals | SALE | $74.75 | 5,924 | $442,819 | 11,437 | -34.1% |
| 2020-11-25 01:04 | 2020-11-24 | MLM | MARTIN MARIETTA MATERIALS INC | BAR ROSELYN R | Officer; EVP, General Counsel and Secy | Building Materials | OPT+S | $274.64 | 10,004 | $2,747,456 | 54,116 | -15.6% |
| 2020-11-24 02:03 | 2020-11-20 | BASA | BASANITE, INC. | LoRicco Ronald Joseph Sr. | Director, 10% owner | Building Materials | BUY | $0.20 | 11,632 | $2,326 | 31,646,367 | +0.0% |
| 2020-11-24 03:28 | 2020-11-23 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $57.85 | 118,680 | $6,865,911 | 2,372,967 | -4.8% |
| 2020-11-23 21:18 | 2020-11-20 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $57.00 | 131,320 | $7,485,831 | 2,491,647 | -5.0% |
| 2020-11-21 00:13 | 2020-11-18 | KWR | QUAKER CHEMICAL CORP | Hall Mary Dean | Officer; SVP, CFO and Treasurer | Specialty Chemicals | OPT+S | $255.50 | 8,631 | $2,205,179 | 3,660 | -70.2% |
| 2020-11-21 03:02 | 2020-11-18 | ASH | Ashland Inc. | WILLIS J KEVIN | Officer; Chief Financial Officer | Specialty Chemicals | OPT+S | $80.00 | 2,202 | $176,160 | 1,893 | -53.8% |
| 2020-11-21 01:15 | 2020-11-18 | CLW | Clearwater Paper Corp | Gadd Michael S | Officer; Sr. Vice President | Paper & Paper Products | SALE | $37.26 | 7,586 | $282,654 | 68,851 | -9.9% |
| 2020-11-21 00:36 | 2020-11-18 | RYES | Rise Gold Corp. | Lepard Lawrence Ward | Director, 10% owner | Gold | BUY | $0.75 | 66,667 | $50,000 | 1,529,656 | +4.6% |
| 2020-11-21 03:49 | 2020-11-18 | AXTA | Axalta Coating Systems Ltd. | MCLAUGHLIN ROBERT M | Director | Specialty Chemicals | OPT+S | $28.36 | 35,000 | $992,600 | 76,775 | -31.3% |
| 2020-11-20 23:53 | 2020-11-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $64.83 | 83,334 | $5,402,518 | 60,631,837 | -0.1% |
| 2020-11-21 05:30 | 2020-11-20 | LODE | Comstock Inc. | Drozdoff Leo M | Director | Other Precious Metals & Mining | BUY | $0.99 | 50,000 | $49,500 | 171,240 | +41.2% |
| 2020-11-20 04:02 | 2020-11-18 | DOW | DOW INC. | HOLICKI PETER | Officer; Senior Vice President | Chemicals | OPT+S | $55.99 | 6,836 | $382,761 | 50,670 | -11.9% |
| 2020-11-19 19:20 | 2020-11-18 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $39.84 | 10,000 | $398,400 | 7,789,044 | -0.1% |
| 2020-11-20 01:00 | 2020-11-18 | CDE | Coeur Mining, Inc. | Rasmussen Hans John | Officer; SVP, Exploration | Gold | SALE | $7.83 | 15,000 | $117,450 | 335,655 | -4.3% |
| 2020-11-20 03:15 | 2020-11-18 | LYB | LyondellBasell Industries N.V. | Bindra Jagjeet S. | Director | Specialty Chemicals | SALE | $83.21 | 1,878 | $156,270 | 7,975 | -19.1% |
| 2020-11-20 00:30 | 2020-11-17 | FVAC | MP Materials Corp. / DE | Principal Holdings I LP | 10% owner | Other Industrial Metals & Mining | BUY | $10.00 | 500,000 | $5,000,000 | 500,000 | +100.0% |
| 2020-11-20 01:21 | 2020-11-18 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $94.68 | 1,000 | $94,680 | 5,938 | -14.4% |
| 2020-11-19 00:31 | 2020-11-16 | KWR | QUAKER CHEMICAL CORP | Traub Robert T | Officer; SVP, GC & Corp. Sec. | Specialty Chemicals | OPT+S | $252.91 | 2,089 | $528,338 | 2,870 | -42.1% |
| 2020-11-19 00:28 | 2020-11-16 | KWR | QUAKER CHEMICAL CORP | STEEPLES ADRIAN | Officer; SVP, Managing Director - EMEA | Specialty Chemicals | OPT+S | $255.86 | 1,228 | $314,198 | 6,475 | -15.9% |
| 2020-11-19 01:13 | 2020-11-16 | ASH | Ashland Inc. | WILLIS J KEVIN | Officer; Chief Financial Officer | Specialty Chemicals | OPT+S | $82.85 | 1,048 | $86,827 | 938 | -52.8% |
| 2020-11-19 04:04 | 2020-11-17 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President and CEO | Gold | BUY | $15.00 | 70,000 | $1,050,000 | 220,472 | +46.5% |
| 2020-11-19 03:47 | 2020-11-17 | CTGO | Contango ORE, Inc. | Shortz Richard | Director | Gold | SALE | $15.00 | 25,000 | $375,000 | 86,250 | -22.5% |
| 2020-11-19 02:57 | 2020-11-17 | CTGO | Contango ORE, Inc. | Gaines Leah S | Officer; Chief Financial Officer | Gold | SALE | $15.00 | 5,000 | $75,000 | 68,404 | -6.8% |
| 2020-11-19 01:06 | 2020-11-16 | ASH | Ashland Inc. | Ganz Peter | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $82.85 | 664 | $55,012 | 40,151 | -1.6% |
| 2020-11-19 01:00 | 2020-11-17 | AA | Alcoa Corp | Nevels James E | Director | Aluminum | BUY | $17.29 | 200 | $3,458 | 31,936 | +0.6% |
| 2020-11-19 02:17 | 2020-11-16 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $89.74 | 7,402 | $664,228 | 68,636 | -9.7% |
| 2020-11-19 01:17 | 2020-11-17 | ALB | Albemarle Corporation | KISSAM LUTHER C IV | Director | Specialty Chemicals | OPT+S | $126.66 | 164,191 | $20,796,350 | 184,065 | -47.1% |
| 2020-11-19 01:11 | 2020-11-16 | CE | Celanese Corp | WULFF JOHN K | Director | Chemicals | SALE | $130.70 | 750 | $98,025 | 19,471 | -3.7% |
| 2020-11-18 18:15 | 2020-11-16 | HDSN | HUDSON TECHNOLOGIES INC /NY | MONETTA DOMINIC J | Director | Specialty Chemicals | SALE | $1.15 | 15,000 | $17,280 | 80,316 | -15.7% |
| 2020-11-19 00:24 | 2020-11-16 | KWR | QUAKER CHEMICAL CORP | PLATZER L WILBERT | Officer; SVP, Global Ops, EHS & Prcmt | Specialty Chemicals | SALE | $252.95 | 500 | $126,475 | 3,491 | -12.5% |
| 2020-11-19 00:41 | 2020-11-16 | ASH | Ashland Inc. | Sandler Ricky C | Director, Other | Specialty Chemicals | SALE | $77.25 | 1,600,000 | $123,600,000 | 4,035,178 | -28.4% |
| 2020-11-19 02:48 | 2020-11-17 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | SALE | $15.00 | 35,000 | $525,000 | 170,376 | -17.0% |
| 2020-11-19 01:55 | 2020-11-18 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $56.01 | 33,529 | $1,877,959 | 2,622,967 | -1.3% |
| 2020-11-19 01:53 | 2020-11-17 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $56.00 | 166,471 | $9,322,709 | 2,656,496 | -5.9% |
| 2020-11-18 02:15 | 2020-11-13 | MUX | McEwen Inc. | Mah G. Peter | Officer; CHIEF OPERATING OFFICER | Other Precious Metals & Mining | BUY | $1.31 | 8,000 | $10,480 | 8,000 | +100.0% |
| 2020-11-18 00:05 | 2020-11-17 | VGZ | VISTA GOLD CORP | Tobler Douglas L. | Officer; CFO | Gold | BUY | $1.01 | 2,500 | $2,537 | 18,170 | +16.0% |
| 2020-11-18 03:33 | 2020-11-13 | SYNL | Ascent Industries Co. | Privet Fund Management LLC | 10% owner, Other | Chemicals | BUY | $5.48 | 28,090 | $154,051 | 1,563,597 | +1.8% |
| 2020-11-18 00:18 | 2020-11-13 | VHI | VALHI INC /DE/ | GRAHAM ROBERT D | Director, Officer; President and CEO | Chemicals | BUY | $13.30 | 96 | $1,277 | 2,182 | +4.6% |
| 2020-11-18 00:26 | 2020-11-13 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | SALE | $54.12 | 100,000 | $5,412,000 | 2,822,967 | -3.4% |
| 2020-11-18 00:25 | 2020-11-17 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $56.12 | 200 | $11,224 | 8,414 | -2.3% |
| 2020-11-17 00:34 | 2020-11-16 | ASIX | AdvanSix Inc. | Gramm Christopher | Officer; Controller | Chemicals | SALE | $17.33 | 200 | $3,466 | 39,761 | -0.5% |
| 2020-11-16 15:42 | 2020-11-12 | OEC | Orion S.A. | Winkhaus Hans Dietrich | Director | Specialty Chemicals | BUY | $14.52 | 4,816 | $69,928 | 8,816 | +120.4% |
| 2020-11-16 17:18 | 2020-11-12 | EMN | EASTMAN CHEMICAL CO | CRAWFORD STEPHEN GLENN | Officer; SVP, Chf Tech & Sustain Ofc | Specialty Chemicals | SALE | $90.73 | 12,962 | $1,176,042 | 21,601 | -37.5% |
| 2020-11-16 22:30 | 2020-11-12 | WLKP | Westlake Chemical Partners LP | WOELFEL RANDY | Director | Chemicals | BUY | $18.64 | 1,000 | $18,645 | 12,000 | +9.1% |
| 2020-11-16 17:29 | 2020-11-13 | BCPC | BALCHEM CORP | MASON SCOTT C | Officer; Vice President | Specialty Chemicals | SALE | $103.00 | 3,000 | $309,000 | 9,675 | -23.7% |
| 2020-11-16 19:29 | 2020-11-12 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director AsiaPacific | Specialty Chemicals | SALE | $254.32 | 1,507 | $383,260 | 7,674 | -16.4% |
| 2020-11-13 17:38 | 2020-11-11 | FUL | FULLER H B CO | Weaver Nathan D. | Officer; VP, Human Resources | Specialty Chemicals | SALE | $50.89 | 3,424 | $174,235 | 0 | -100.0% |
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.