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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-09-15 04:34 | 2020-09-10 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $99.28 | 1,000 | $99,280 | 6,938 | -12.6% |
| 2020-09-14 22:33 | 2020-09-11 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $10.65 | 89,894 | $957,371 | 6,938 | -92.8% |
| 2020-09-14 21:03 | 2020-09-11 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | BUY | $7.48 | 5,007 | $37,452 | 158,503 | +3.3% |
| 2020-09-12 02:03 | 2020-09-09 | SCL | STEPAN CO | Moriarty Sean Thomas | Officer; VP & GM Polymers | Specialty Chemicals | OPT+S | $117.04 | 2,755 | $322,439 | 5,535 | -33.2% |
| 2020-09-12 00:28 | 2020-09-09 | ECL | ECOLAB INC. | Wyant Jill S | Officer; EVP - Innovation & Transformat | Specialty Chemicals | OPT+S | $203.64 | 19,248 | $3,919,665 | 11,308 | -63.0% |
| 2020-09-11 23:30 | 2020-09-09 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $66.17 | 5,000 | $330,850 | 284,341 | -1.7% |
| 2020-09-11 23:29 | 2020-09-09 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $66.17 | 4,000 | $264,680 | 130,944 | -3.0% |
| 2020-09-11 23:50 | 2020-09-09 | AXTA | Axalta Coating Systems Ltd. | BERKSHIRE HATHAWAY INC | 10% owner | Specialty Chemicals | SALE | $22.63 | 534,959 | $12,104,303 | 23,535,041 | -2.2% |
| 2020-09-10 23:53 | 2020-09-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $66.61 | 83,333 | $5,550,603 | 61,048,505 | -0.1% |
| 2020-09-10 21:54 | 2020-09-08 | MLM | MARTIN MARIETTA MATERIALS INC | COLE SUE W | Director | Building Materials | SALE | $208.35 | 1,218 | $253,774 | 21,896 | -5.3% |
| 2020-09-10 23:39 | 2020-09-08 | NEM | NEWMONT Corp /DE/ | Gehring Dean | Officer; EVP & CTO | Gold | SALE | $64.59 | 3,048 | $196,870 | 15,286 | -16.6% |
| 2020-09-10 23:38 | 2020-09-08 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $64.59 | 2,000 | $129,180 | 39,742 | -4.8% |
| 2020-09-09 23:32 | 2020-09-04 | OEC | Orion S.A. | Painter Corning F. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $12.70 | 50,000 | $635,000 | 372,977 | +15.5% |
| 2020-09-08 23:39 | 2020-09-03 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $66.35 | 1,347 | $89,373 | 89,641 | -1.5% |
| 2020-09-09 00:39 | 2020-09-04 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $1.02 | 1,000 | $1,017 | 8,703,426 | +0.0% |
| 2020-09-08 16:58 | 2020-09-03 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $7.85 | 3,000 | $23,550 | 256,269 | +1.2% |
| 2020-09-08 16:56 | 2020-09-04 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | BUY | $7.09 | 5,000 | $35,450 | 153,496 | +3.4% |
| 2020-09-05 00:13 | 2020-09-02 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Director, Officer; President & CEO | Aluminum | SALE | $65.00 | 500 | $32,500 | 74,076 | -0.7% |
| 2020-09-04 23:37 | 2020-09-02 | THM | INTERNATIONAL TOWER HILL MINES LTD | PAULSON & CO. INC. | 10% owner | Gold | BUY | $1.40 | 2,337,410 | $3,272,374 | 61,930,724 | +3.9% |
| 2020-09-04 23:05 | 2020-09-02 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $6.34 | 3,000 | $19,020 | 253,269 | +1.2% |
| 2020-09-03 23:05 | 2020-09-02 | CRN | Coronado Global Resources Inc. | Koeck William | Director | Coking Coal | BUY | $4.70 | 7,950 | $37,402 | 13,325 | +147.9% |
| 2020-09-03 23:35 | 2020-09-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $68.55 | 5,150 | $353,033 | 263,147 | -1.9% |
| 2020-09-03 17:49 | 2020-09-02 | THM | INTERNATIONAL TOWER HILL MINES LTD | Electrum Strategic Opportunities Fund II L.P. | 10% owner | Gold | BUY | $1.40 | 1,042,201 | $1,459,081 | 27,613,581 | +3.9% |
| 2020-09-02 23:58 | 2020-08-31 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $671.58 | 22,282 | $14,964,253 | 103,024 | -17.8% |
| 2020-09-01 23:21 | 2020-08-31 | PPG | PPG INDUSTRIES INC | KNAVISH TIMOTHY M | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $120.69 | 15,300 | $1,846,496 | 14,023 | -52.2% |
| 2020-09-01 16:00 | 2020-08-31 | OMEX | ODYSSEY MARINE EXPLORATION INC | Justh Mark B | Director | Other Industrial Metals & Mining | BUY | $5.70 | 12,000 | $68,400 | 255,232 | +4.9% |
| 2020-09-01 21:33 | 2020-08-28 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $24.67 | 2,500 | $61,675 | 229,076 | -1.1% |
| 2020-09-01 19:08 | 2020-08-31 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $10.55 | 88,800 | $936,840 | 6,848 | -92.8% |
| 2020-09-01 21:10 | 2020-08-31 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; EVP,Operations | Specialty Chemicals | BUY | $6.13 | 1,617 | $9,912 | 85,843 | +1.9% |
| 2020-09-01 00:16 | 2020-08-27 | KWR | QUAKER CHEMICAL CORP | QH Hungary Holdings Ltd | 10% owner | Specialty Chemicals | BUY | $0.00 | 150,131 | $0 | 4,054,584 | +3.8% |
| 2020-09-01 00:16 | 2020-08-27 | KWR | QUAKER CHEMICAL CORP | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10% owner | Specialty Chemicals | BUY | $0.00 | 150,131 | $0 | 4,054,584 | +3.8% |
| 2020-09-01 00:16 | 2020-08-27 | KWR | QUAKER CHEMICAL CORP | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10% owner | Specialty Chemicals | SALE | $0.00 | 150,131 | $0 | 219,367 | -40.6% |
| 2020-08-31 23:54 | 2020-08-28 | BCC | BOISE CASCADE Co | CARLILE THOMAS E | Director | Lumber & Wood Production | SALE | $48.43 | 16,061 | $777,813 | 40,167 | -28.6% |
| 2020-08-28 23:41 | 2020-08-27 | SSD | Simpson Manufacturing Co., Inc. | CHATMAN JENNIFER | Director | Lumber & Wood Production | SALE | $99.73 | 1,500 | $149,595 | 12,717 | -10.6% |
| 2020-08-29 00:59 | 2020-08-27 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $92.99 | 5,390 | $501,231 | 30,888 | -14.9% |
| 2020-08-28 23:35 | 2020-08-26 | USLM | UNITED STATES LIME & MINERALS INC | CARDIN RICHARD W | Director | Building Materials | SALE | $93.36 | 500 | $46,680 | 2,266 | -18.1% |
| 2020-08-27 22:32 | 2020-08-27 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $61.00 | 3,285 | $200,385 | 140,440 | -2.3% |
| 2020-08-27 23:05 | 2020-08-26 | CRN | Coronado Global Resources Inc. | Ziems Gerhard | Officer; Group Chief Financial Officer | Coking Coal | BUY | $4.39 | 33,436 | $146,676 | 33,436 | +100.0% |
| 2020-08-28 00:13 | 2020-08-24 | PEIX | Alto Ingredients Inc. | NATHAN GILBERT E | Director | Specialty Chemicals | BUY | $3.55 | 72,800 | $258,717 | 20,000 | +100.0% |
| 2020-08-27 23:49 | 2020-08-26 | PEIX | Alto Ingredients Inc. | McGregor Bryon T | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $3.43 | 10,000 | $34,250 | 287,725 | +3.6% |
| 2020-08-28 00:03 | 2020-08-26 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; Co-President & Co-CEO | Specialty Chemicals | BUY | $3.35 | 50,000 | $167,740 | 921,699 | +5.7% |
| 2020-08-27 00:49 | 2020-08-21 | HWKN | HAWKINS INC | Lange Douglas A. | Officer; Vice President - Operations | Specialty Chemicals | BUY | $49.95 | 800 | $39,956 | 1,159 | +222.8% |
| 2020-08-26 23:57 | 2020-08-24 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $5.41 | 15,000 | $81,101 | 100,000 | +17.6% |
| 2020-08-26 23:57 | 2020-08-24 | CENX | CENTURY ALUMINUM CO | Hoerner John E. | Officer; EVP - N. American Operations | Aluminum | SALE | $9.09 | 10,000 | $90,900 | 173,272 | -5.5% |
| 2020-08-25 20:39 | 2020-08-24 | SCL | STEPAN CO | Stefaniak Debra | Officer; VP, Business Enablement | Specialty Chemicals | OPT+S | $116.34 | 453 | $52,701 | 8,164 | -5.3% |
| 2020-08-25 23:45 | 2020-08-21 | HWKN | HAWKINS INC | Moran Theresa R | Officer; VP - Purchasing, Logistics | Specialty Chemicals | SALE | $49.77 | 3,448 | $171,607 | 21,117 | -14.0% |
| 2020-08-24 23:39 | 2020-08-20 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $5.37 | 5,000 | $26,850 | 85,000 | +6.3% |
| 2020-08-24 18:27 | 2020-08-20 | OLN | OLIN Corp | Sutton Scott McDougald | Director | Chemicals | BUY | $10.00 | 10,000 | $100,000 | 75,556 | +15.3% |
| 2020-08-24 23:38 | 2020-08-20 | CENX | CENTURY ALUMINUM CO | Hoerner John E. | Officer; EVP - N. American Operations | Aluminum | SALE | $9.35 | 10,000 | $93,500 | 183,272 | -5.2% |
| 2020-08-25 00:15 | 2020-08-04 | IMII | BLUSKY AI INC. | CLUFF WHITNEY O | Director | Gold | SALE | $0.03 | 10,000 | $250 | 1,664,160 | -0.6% |
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.