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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-06-15 16:03 | 2020-06-11 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.45 | 167,826 | $1,586,543 | 4,910,536 | +3.5% |
| 2020-06-15 15:30 | 2020-06-10 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $58.31 | 5,000 | $291,550 | 299,341 | -1.6% |
| 2020-06-12 23:50 | 2020-06-10 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; VP & General Counsel | Gold | OPT+S | $126.00 | 5,032 | $634,032 | 6,268 | -44.5% |
| 2020-06-12 23:33 | 2010-06-10 | ECL | ECOLAB INC. | Inchaustegui Roberto | Officer; EVP - Growth Initiatives | Specialty Chemicals | SALE | $225.17 | 12,000 | $2,702,088 | 17,579 | -40.6% |
| 2020-06-12 23:17 | 2020-06-11 | ODC | Oil-Dri Corp of America | SELIG ALLAN H | Director | Specialty Chemicals | BUY | $34.09 | 1,000 | $34,092 | 41,000 | +2.5% |
| 2020-06-12 23:17 | 2020-06-10 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $2.25 | 23,648 | $53,208 | 3,021,998 | +0.8% |
| 2020-06-13 00:01 | 2020-05-29 | SWM | Mativ Holdings, Inc. | Ritrievi Kimberly E | Director | Specialty Chemicals | BUY | $30.00 | 1,000 | $30,000 | 3,000 | +50.0% |
| 2020-06-11 16:00 | 2020-06-09 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.60 | 365,200 | $3,507,381 | 4,742,710 | +8.3% |
| 2020-06-10 23:23 | 2020-06-08 | KWR | QUAKER CHEMICAL CORP | Traub Robert T | Officer; SVP, GC & Corp. Sec. | Specialty Chemicals | OPT+S | $196.81 | 1,458 | $286,947 | 2,870 | -33.7% |
| 2020-06-10 23:10 | 2020-06-08 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | SALE | $103.99 | 1,000 | $103,990 | 12,280 | -7.5% |
| 2020-06-10 23:06 | 2020-06-08 | CF | CF Industries Holdings, Inc. | Hopkins David P | Officer; Managing Director CF Fert. UK | Agricultural Inputs | OPT+S | $32.91 | 1,900 | $62,532 | 15,200 | -11.1% |
| 2020-06-10 23:48 | 2020-06-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $66.53 | 100,000 | $6,652,630 | 61,631,838 | -0.2% |
| 2020-06-11 01:34 | 2020-06-08 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $54.30 | 2,000 | $108,600 | 47,742 | -4.0% |
| 2020-06-10 00:00 | 2020-06-03 | ECL | ECOLAB INC. | Simermeyer Elizabeth A | Officer; EVP & Pres - HC & Life Sci | Specialty Chemicals | SALE | $0.00 | 12 | $0 | 8,342 | -0.1% |
| 2020-06-10 00:02 | 2020-06-05 | ECL | ECOLAB INC. | Mulhere Timothy P | Officer; EVP & Pres - Global Inst | Specialty Chemicals | OPT+S | $227.99 | 21,520 | $4,906,422 | 16,772 | -56.2% |
| 2020-06-10 01:30 | 2020-06-01 | REEMF | RARE ELEMENT RESOURCES LTD | Schlauch Paul John | Director | Other Industrial Metals & Mining | OPT+S | $0.97 | 45,551 | $44,184 | 10,000 | -82.0% |
| 2020-06-09 19:24 | 2020-06-04 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.45 | 235,261 | $2,223,993 | 4,377,510 | +5.7% |
| 2020-06-09 23:19 | 2020-06-08 | SMID | SMITH MIDLAND CORP | SMITH ASHLEY B | Director, Officer; Chief Executive Officer | Building Materials | BUY | $4.79 | 4,200 | $20,118 | 180,242 | +2.4% |
| 2020-06-10 00:05 | 2020-06-08 | ECL | ECOLAB INC. | BAKER DOUGLAS M JR | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $227.98 | 128,431 | $29,279,841 | 601,018 | -17.6% |
| 2020-06-08 21:17 | 2020-06-05 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $25.63 | 10,000 | $256,280 | 7,804,044 | -0.1% |
| 2020-06-09 02:43 | 2020-06-04 | REEMF | RARE ELEMENT RESOURCES LTD | Grandey Gerald W | Director | Other Industrial Metals & Mining | SALE | $1.13 | 57,781 | $65,194 | 142,219 | -28.9% |
| 2020-06-05 22:09 | 2020-06-03 | TSE | Trinseo PLC | M&G INVESTMENT MANAGEMENT LTD | 10% owner | Specialty Chemicals | SALE | $23.18 | 25,000 | $579,550 | 7,814,044 | -0.3% |
| 2020-06-05 23:46 | 2020-06-05 | UFPI | UFP INDUSTRIES INC | PETERS ALLEN T | Officer; Pres & COO, UFP Retail, LLC | Lumber & Wood Production | SALE | $50.51 | 1,767 | $89,258 | 128,991 | -1.4% |
| 2020-06-05 18:58 | 2020-06-03 | SANW | S&W Seed Company | WILLITS ALAN D | Director | Agricultural Inputs | BUY | $2.25 | 10,000 | $22,500 | 64,409 | +18.4% |
| 2020-06-06 01:29 | 2020-06-03 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $81.31 | 4,500 | $365,883 | 13,791 | -24.6% |
| 2020-06-06 00:03 | 2020-06-03 | ECL | ECOLAB INC. | BAKER DOUGLAS M JR | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $0.00 | 2,353 | $0 | 578,799 | -0.4% |
| 2020-06-05 23:55 | 2020-06-01 | NWPX | NWPX Infrastructure, Inc. | Applebaum Michelle Galanter | Director | Steel | SALE | $25.58 | 4,126 | $105,543 | 18,317 | -18.4% |
| 2020-06-04 21:34 | 2020-06-03 | LIN | LINDE PLC | Roby Anne K | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $211.97 | 6,671 | $1,414,052 | 31,293 | -17.6% |
| 2020-06-04 18:10 | 2020-06-03 | UFPI | UFP INDUSTRIES INC | WEBSTER PATRICK M | Officer; President and COO | Lumber & Wood Production | SALE | $47.50 | 12,310 | $584,725 | 256,074 | -4.6% |
| 2020-06-04 18:44 | 2020-06-01 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.19 | 248,446 | $2,284,039 | 4,142,249 | +6.4% |
| 2020-06-05 01:17 | 2020-06-02 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | OPT+S | $77.86 | 2,855 | $222,290 | 15,000 | -16.0% |
| 2020-06-04 00:19 | 2020-06-01 | ECL | ECOLAB INC. | Marsh Laurie M | Officer; EVP - Human Resources | Specialty Chemicals | OPT+S | $212.20 | 12,235 | $2,596,240 | 13,089 | -48.3% |
| 2020-06-03 23:01 | 2020-06-02 | FF | FutureFuel Corp. | Flynn Paul M | Officer; Exec VP-Business & Mrktng FFCC | Specialty Chemicals | SALE | $13.95 | 4,877 | $68,034 | 0 | -100.0% |
| 2020-06-04 02:10 | 2020-06-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $58.81 | 4,000 | $235,240 | 278,597 | -1.4% |
| 2020-06-04 00:16 | 2020-06-01 | ECL | ECOLAB INC. | HIGGINS ARTHUR J | Director | Specialty Chemicals | OPT+S | $212.28 | 3,800 | $806,645 | 19,504 | -16.3% |
| 2020-06-04 00:56 | 2020-06-02 | SHW | SHERWIN WILLIAMS CO | KROPF SUSAN J | Director | Specialty Chemicals | SALE | $592.80 | 1,000 | $592,800 | 7,816 | -11.3% |
| 2020-06-02 19:33 | 2020-06-02 | VHI | VALHI INC /DE/ | Hanley Bryan A. | Officer; Vice President and Treasurer | Chemicals | BUY | $9.92 | 1,000 | $9,920 | 1,000 | +100.0% |
| 2020-06-02 19:32 | 2020-06-02 | VHI | VALHI INC /DE/ | GRAHAM ROBERT D | Director, Officer; President and CEO | Chemicals | BUY | $9.95 | 1,667 | $16,587 | 5,667 | +41.7% |
| 2020-06-02 01:22 | 2020-06-01 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | SALE | $71.36 | 1,000 | $71,360 | 74,743 | -1.3% |
| 2020-06-01 18:37 | 2020-05-28 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.94 | 19,902 | $177,838 | 3,893,803 | +0.5% |
| 2020-05-30 00:34 | 2020-05-27 | ECL | ECOLAB INC. | Busch Angela M | Officer; EVP - Corp Strat & Bus Dev | Specialty Chemicals | OPT+S | $205.00 | 4,400 | $902,000 | 12,712 | -25.7% |
| 2020-05-29 21:56 | 2020-05-27 | SHW | SHERWIN WILLIAMS CO | Baxter Joel D. | Officer; Pres. & GM, Glob. Supply Chain | Specialty Chemicals | OPT+S | $580.00 | 6,830 | $3,961,400 | 2,064 | -76.8% |
| 2020-05-30 00:35 | 2020-05-29 | ECL | ECOLAB INC. | REICH VICTORIA | Director | Specialty Chemicals | OPT+S | $209.93 | 1,000 | $209,933 | 20,306 | -4.7% |
| 2020-05-29 19:50 | 2020-05-27 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $4.10 | 3,000 | $12,300 | 179,766 | +1.7% |
| 2020-05-29 00:33 | 2020-05-26 | ECL | ECOLAB INC. | Mulhere Timothy P | Officer; EVP & Pres - Global Inst | Specialty Chemicals | OPT+S | $205.16 | 22,800 | $4,677,602 | 16,772 | -57.6% |
| 2020-05-28 23:05 | 2020-05-26 | CF | CF Industries Holdings, Inc. | Hopkins David P | Officer; Managing Director CF Fert. UK | Agricultural Inputs | OPT+S | $29.37 | 2,000 | $58,748 | 15,200 | -11.6% |
| 2020-05-28 20:06 | 2020-05-26 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.77 | 39,335 | $344,944 | 3,873,901 | +1.0% |
| 2020-05-27 20:57 | 2020-05-26 | SANW | S&W Seed Company | WILLITS ALAN D | Director | Agricultural Inputs | BUY | $2.30 | 5,801 | $13,342 | 54,409 | +11.9% |
| 2020-05-28 01:52 | 2020-05-26 | REEMF | RARE ELEMENT RESOURCES LTD | Shonk Lowell A | Director | Other Industrial Metals & Mining | OPT+S | $0.92 | 40,000 | $36,800 | 30,000 | -57.1% |
| 2020-05-28 02:33 | 2020-05-22 | MUX | McEwen Inc. | 2190303 Ontario Inc. | 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 4,000,000 | $0 | 77,791,658 | +5.4% |
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.