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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-07-01 01:41 | 2020-06-26 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $130.21 | 5,324 | $693,264 | 1,998,325 | -0.3% |
| 2020-07-01 01:48 | 2020-06-26 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $130.21 | 386 | $50,263 | 2,724,593 | 0.0% |
| 2020-07-01 04:20 | 2020-06-29 | GORO | GOLD RESOURCE CORP | CONRAD BILL M | Director | Other Precious Metals & Mining | SALE | $3.80 | 9,170 | $34,846 | 231,090 | -3.8% |
| 2020-06-30 14:17 | 2020-06-26 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $4.02 | 2,500 | $10,050 | 250,269 | +1.0% |
| 2020-06-30 01:23 | 2020-06-26 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Director, Officer; President and CEO | Aluminum | SALE | $6.68 | 15,000 | $100,200 | 516,154 | -2.8% |
| 2020-06-27 01:11 | 2020-06-24 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $130.16 | 22,200 | $2,889,630 | 14,692,521 | -0.2% |
| 2020-06-27 01:12 | 2020-06-24 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $130.16 | 4,726 | $615,153 | 1,101,480 | -0.4% |
| 2020-06-27 01:13 | 2020-06-24 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $130.16 | 9,311 | $1,211,952 | 2,003,657 | -0.5% |
| 2020-06-27 00:04 | 2020-06-24 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Director, Officer; President and CEO | Aluminum | SALE | $6.79 | 90,000 | $611,397 | 531,154 | -14.5% |
| 2020-06-26 16:46 | 2020-06-25 | VHI | VALHI INC /DE/ | GRAHAM ROBERT D | Director, Officer; President and CEO | Chemicals | BUY | $9.75 | 16 | $160 | 2,016 | +0.8% |
| 2020-06-26 16:42 | 2020-06-02 | VHI | VALHI INC /DE/ | GRAHAM ROBERT D | Director, Officer; President and CEO | Chemicals | BUY | $9.95 | 1,667 | $16,587 | 2,000 | +500.6% |
| 2020-06-27 01:11 | 2020-06-24 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $130.16 | 675 | $87,860 | 2,724,976 | 0.0% |
| 2020-06-27 00:48 | 2020-06-24 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | SALE | $1.83 | 195,514 | $357,791 | 14,326,996 | -1.3% |
| 2020-06-27 00:48 | 2020-06-24 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | BUY | $1.83 | 195,514 | $357,771 | 14,522,510 | +1.4% |
| 2020-06-25 16:10 | 2020-06-23 | NUE | NUCOR CORP | NAPOLITAN RAYMOND S JR | Officer; Executive Vice President | Steel | SALE | $43.00 | 16,932 | $728,110 | 128,382 | -11.7% |
| 2020-06-26 00:06 | 2020-06-23 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Officer; EVP, COO & GC | Aluminum | SALE | $7.02 | 58,362 | $409,876 | 57,774 | -50.3% |
| 2020-06-25 00:42 | 2020-06-22 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $132.08 | 73,253 | $9,675,461 | 14,714,721 | -0.5% |
| 2020-06-24 18:14 | 2020-06-22 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $42.56 | 2,076 | $88,355 | 47,579 | -4.2% |
| 2020-06-25 00:43 | 2020-06-22 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $132.08 | 15,602 | $2,060,754 | 1,106,205 | -1.4% |
| 2020-06-25 00:40 | 2020-06-22 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $132.08 | 30,732 | $4,059,166 | 2,012,961 | -1.5% |
| 2020-06-25 00:08 | 2020-06-22 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Director, Officer; President and CEO | Aluminum | SALE | $7.05 | 91,626 | $645,908 | 621,154 | -12.9% |
| 2020-06-25 00:41 | 2020-06-22 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $132.08 | 2,228 | $294,279 | 2,725,651 | -0.1% |
| 2020-06-24 23:34 | 2020-06-22 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $58.25 | 2,000 | $116,500 | 45,742 | -4.2% |
| 2020-06-24 01:01 | 2020-06-19 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $130.97 | 9,981 | $1,307,223 | 14,787,974 | -0.1% |
| 2020-06-24 01:02 | 2020-06-19 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $130.97 | 2,125 | $278,313 | 1,121,808 | -0.2% |
| 2020-06-24 01:03 | 2020-06-19 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $130.97 | 4,185 | $548,114 | 2,043,698 | -0.2% |
| 2020-06-24 01:04 | 2020-06-19 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $130.97 | 304 | $39,815 | 2,727,879 | 0.0% |
| 2020-06-23 17:55 | 2020-06-22 | CMT | CORE MOLDING TECHNOLOGIES INC | Smith Andrew O | Director | Specialty Chemicals | BUY | $4.35 | 2,100 | $9,135 | 52,404 | +4.2% |
| 2020-06-22 15:34 | 2020-06-17 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.76 | 303,174 | $2,958,978 | 6,124,520 | +5.2% |
| 2020-06-23 00:21 | 2020-06-22 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $66.72 | 100,000 | $6,672,480 | 61,531,838 | -0.2% |
| 2020-06-20 00:43 | 2020-06-17 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $132.68 | 82,379 | $10,930,243 | 14,797,955 | -0.6% |
| 2020-06-19 23:17 | 2020-06-17 | AA | Alcoa Corp | Nevels James E | Director | Aluminum | BUY | $11.50 | 200 | $2,300 | 28,372 | +0.7% |
| 2020-06-20 00:00 | 2020-06-18 | GPRE | Green Plains Inc. | MAPES MICHELLE | Officer; Chief Legal and Admin Officer | Chemicals | SALE | $10.09 | 5,000 | $50,425 | 46,391 | -9.7% |
| 2020-06-20 00:45 | 2020-06-17 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $132.68 | 17,483 | $2,319,662 | 1,123,934 | -1.5% |
| 2020-06-20 00:46 | 2020-06-17 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $132.68 | 34,553 | $4,584,572 | 2,047,890 | -1.7% |
| 2020-06-20 00:44 | 2020-06-17 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $132.68 | 2,506 | $332,505 | 2,728,182 | -0.1% |
| 2020-06-19 00:08 | 2020-06-16 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $2.30 | 25,000 | $57,375 | 3,037,213 | +0.8% |
| 2020-06-18 00:58 | 2020-06-15 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $132.01 | 177,171 | $23,389,194 | 14,880,334 | -1.2% |
| 2020-06-17 19:13 | 2020-06-11 | SCL | STEPAN CO | Catlett Janet Anne | Officer; VP, CHRO | Specialty Chemicals | BUY | $95.86 | 1 | $97 | 2,834 | +0.0% |
| 2020-06-17 21:27 | 2020-06-15 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.62 | 910,810 | $8,766,273 | 5,821,346 | +18.5% |
| 2020-06-18 00:56 | 2020-06-15 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $132.01 | 37,729 | $4,980,790 | 1,141,481 | -3.2% |
| 2020-06-18 00:57 | 2020-06-15 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $132.01 | 74,320 | $9,811,340 | 2,082,443 | -3.4% |
| 2020-06-18 00:55 | 2020-06-15 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $132.01 | 5,361 | $707,687 | 2,730,688 | -0.2% |
| 2020-06-17 23:37 | 2020-06-15 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $54.09 | 4,000 | $216,360 | 154,944 | -2.5% |
| 2020-06-18 00:08 | 2020-03-24 | CMT | CORE MOLDING TECHNOLOGIES INC | CROWLEY JAMES F | Director | Specialty Chemicals | BUY | $2.12 | 10,000 | $21,229 | 38,593 | +35.0% |
| 2020-06-17 03:16 | 2020-06-15 | AVD | AMERICAN VANGUARD CORP | Trogele Ulrich | Officer; Chief Operating Officer | Agricultural Inputs | BUY | $12.22 | 2,000 | $24,440 | 128,002 | +1.6% |
| 2020-06-16 23:02 | 2020-06-12 | PEIX | Alto Ingredients Inc. | Sneed James R | Officer; VP, Supply & Trading | Specialty Chemicals | BUY | $0.82 | 20,765 | $17,042 | 188,754 | +12.4% |
| 2020-06-16 23:05 | 2020-06-12 | MUX | McEwen Inc. | 2190303 Ontario Inc. | 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 100,000 | $0 | 80,789,029 | +0.1% |
| 2020-06-16 17:50 | 2020-06-12 | CMT | CORE MOLDING TECHNOLOGIES INC | Smith Andrew O | Director | Specialty Chemicals | BUY | $4.27 | 1,900 | $8,113 | 41,052 | +4.9% |
| 2020-06-16 00:08 | 2020-06-12 | AVD | AMERICAN VANGUARD CORP | Zirakparvar Esmail | Director | Agricultural Inputs | BUY | $12.49 | 3,280 | $40,967 | 41,939 | +8.5% |
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.