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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-04-28 21:44 | 2020-04-27 | SCCO | SOUTHERN COPPER CORP/ | Casar Perez Alfredo | Director | Copper | SALE | $31.58 | 11,625 | $367,118 | 0 | -100.0% |
| 2020-04-24 20:38 | 2020-04-22 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.48 | 43,927 | $372,492 | 3,346,044 | +1.3% |
| 2020-04-25 01:32 | 2020-04-22 | ODC | Oil-Dri Corp of America | JAFFEE DANIEL S | Director, Officer, 10% owner; Chairman, President and CEO | Specialty Chemicals | SALE | $35.06 | 7,357 | $257,903 | 0 | -100.0% |
| 2020-04-25 00:26 | 2020-04-24 | AUMN | Golden Minerals Co | Rehn Warren | Director, Officer; President and CEO | Other Precious Metals & Mining | BUY | $0.22 | 10,000 | $2,210 | 486,000 | +2.1% |
| 2020-04-24 01:17 | 2020-04-21 | NEM | NEWMONT Corp /DE/ | Cmil Jennifer | Officer; EVP, Human Resources | Gold | SALE | $58.49 | 2,571 | $150,378 | 22,231 | -10.4% |
| 2020-04-24 02:54 | 2020-04-22 | NJMC | Idaho Strategic Resources, Inc. | Swallow John | Officer; President and CEO | Gold | BUY | $0.13 | 370,370 | $48,148 | 16,847,373 | +2.2% |
| 2020-04-22 19:23 | 2020-04-20 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.32 | 34,365 | $286,051 | 3,302,117 | +1.1% |
| 2020-04-21 00:27 | 2020-04-17 | AA | Alcoa Corp | Nevels James E | Director | Aluminum | BUY | $7.32 | 200 | $1,464 | 13,102 | +1.6% |
| 2020-04-20 18:45 | 2020-04-16 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.38 | 100,959 | $846,531 | 3,267,752 | +3.2% |
| 2020-04-20 23:54 | 2020-04-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $65.89 | 100,000 | $6,588,640 | 61,931,838 | -0.2% |
| 2020-04-18 01:00 | 2020-04-16 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $118.04 | 156 | $18,414 | 32,452 | -0.5% |
| 2020-04-17 20:51 | 2020-04-16 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $11.60 | 24,984 | $289,814 | 33,736 | -42.5% |
| 2020-04-17 20:48 | 2020-04-16 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $12.44 | 34,525 | $429,491 | 616,954 | -5.3% |
| 2020-04-16 21:51 | 2020-04-15 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.42 | 21,804 | $183,590 | 3,166,793 | +0.7% |
| 2020-04-16 19:24 | 2020-04-15 | NG | NOVAGOLD RESOURCES INC | Levental Igor | Director | Gold | OPT+S | $11.39 | 59,561 | $678,400 | 146,856 | -28.9% |
| 2020-04-15 21:53 | 2020-04-08 | IMII | BLUSKY AI INC. | D'Ambrosio Trent | Director, Officer; CEO/CFO | Gold | BUY | $0.05 | 154,000 | $6,992 | 4,056,101 | +3.9% |
| 2020-04-15 18:24 | 2020-03-24 | IMII | BLUSKY AI INC. | CLUFF WHITNEY O | Director | Gold | BUY | $0.04 | 240,000 | $10,128 | 1,472,597 | +19.5% |
| 2020-04-15 23:15 | 2020-04-14 | ODC | Oil-Dri Corp of America | SELIG ALLAN H | Director | Specialty Chemicals | BUY | $33.41 | 1,000 | $33,410 | 40,000 | +2.6% |
| 2020-04-15 19:08 | 2020-04-14 | NG | NOVAGOLD RESOURCES INC | Nauman Clynton R. | Director | Gold | OPT+S | $11.42 | 75,195 | $858,727 | 165,387 | -31.3% |
| 2020-04-14 20:25 | 2020-04-09 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.45 | 117,834 | $996,204 | 3,144,989 | +3.9% |
| 2020-04-14 00:15 | 2020-04-09 | KWR | QUAKER CHEMICAL CORP | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10% owner | Specialty Chemicals | BUY | $134.58 | 3,404,453 | $458,171,285 | 3,404,453 | +100.0% |
| 2020-04-14 00:15 | 2020-04-09 | KWR | QUAKER CHEMICAL CORP | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | 10% owner | Specialty Chemicals | SALE | $134.58 | 3,404,453 | $458,171,285 | 869,498 | -79.7% |
| 2020-04-13 23:20 | 2020-04-13 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $62.14 | 100,000 | $6,214,330 | 62,031,838 | -0.2% |
| 2020-04-10 20:30 | 2020-04-08 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $9.62 | 26,113 | $251,150 | 616,954 | -4.1% |
| 2020-04-11 01:39 | 2020-04-08 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $49.79 | 3,500 | $174,265 | 173,444 | -2.0% |
| 2020-04-11 01:39 | 2020-04-08 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $49.79 | 3,500 | $174,265 | 307,841 | -1.1% |
| 2020-04-10 02:06 | 2020-01-16 | GURE | GULF RESOURCES, INC. | Zou Yang | Director | Chemicals | SALE | $0.65 | 5,195 | $3,382 | 0 | -100.0% |
| 2020-04-10 02:08 | 2020-01-16 | GURE | GULF RESOURCES, INC. | Li Nan | Other | Chemicals | SALE | $0.65 | 5,195 | $3,382 | 0 | -100.0% |
| 2020-04-10 02:07 | 2020-01-16 | GURE | GULF RESOURCES, INC. | Jiang Shitong | Director | Chemicals | SALE | $0.65 | 5,195 | $3,382 | 0 | -100.0% |
| 2020-04-09 20:23 | 2020-04-07 | REEMF | RARE ELEMENT RESOURCES LTD | Scott Randall John | Director, Officer; President and CEO | Other Industrial Metals & Mining | SALE | $0.55 | 10,185 | $5,602 | 14,001 | -42.1% |
| 2020-04-09 23:51 | 2020-04-07 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $8.09 | 72,144 | $583,789 | 3,027,155 | +2.4% |
| 2020-04-09 22:54 | 2020-04-08 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $9.28 | 18,459 | $171,300 | 33,736 | -35.4% |
| 2020-04-09 01:46 | 2020-04-06 | NEM | NEWMONT Corp /DE/ | Gehring Dean | Officer; EVP & CTO | Gold | SALE | $48.43 | 4,000 | $193,720 | 24,293 | -14.1% |
| 2020-04-09 01:46 | 2020-04-06 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $48.43 | 1,500 | $72,645 | 41,734 | -3.5% |
| 2020-04-08 00:04 | 2020-04-06 | LYB | LyondellBasell Industries N.V. | Patel Bhavesh V. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $49.35 | 4,654 | $229,675 | 207,375 | +2.3% |
| 2020-04-07 03:12 | 2020-04-02 | REEMF | RARE ELEMENT RESOURCES LTD | Scott Randall John | Director, Officer; President and CEO | Other Industrial Metals & Mining | SALE | $0.54 | 30,000 | $16,101 | 24,186 | -55.4% |
| 2020-04-06 19:52 | 2020-04-03 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $8.46 | 69,645 | $589,197 | 5,053 | -93.2% |
| 2020-04-04 01:29 | 2020-04-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $45.04 | 4,000 | $180,160 | 286,597 | -1.4% |
| 2020-04-02 23:28 | 2020-04-01 | GPRE | Green Plains Inc. | Mangrove Partners Master Fund, Ltd. | 10% owner | Chemicals | SALE | $4.23 | 9,000 | $38,046 | 3,504,739 | -0.3% |
| 2020-04-02 00:12 | 2020-03-30 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $111.30 | 9,492 | $1,056,456 | 24,130,000 | +0.0% |
| 2020-04-02 01:27 | 2020-03-30 | NEM | NEWMONT Corp /DE/ | Buese Nancy | Officer; EVP & CFO | Gold | SALE | $46.96 | 11,250 | $528,300 | 44,601 | -20.1% |
| 2020-03-31 23:42 | 2020-03-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $111.06 | 53,806 | $5,975,791 | 24,120,508 | +0.2% |
| 2020-04-01 00:23 | 2020-03-30 | FF | FutureFuel Corp. | COLE DALE E | Director | Specialty Chemicals | BUY | $11.76 | 1,000 | $11,760 | 1,350 | +285.7% |
| 2020-03-31 00:08 | 2020-03-26 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $110.99 | 50,036 | $5,553,406 | 24,066,702 | +0.2% |
| 2020-03-31 01:50 | 2020-03-27 | MTX | MINERALS TECHNOLOGIES INC | DIETRICH DOUGLAS T | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $32.75 | 1,500 | $49,119 | 82,386 | +1.9% |
| 2020-03-30 15:51 | 2020-03-27 | WLK | WESTLAKE CORP | TTWFGP LLC | 10% owner | Specialty Chemicals | BUY | $39.08 | 160,000 | $6,252,944 | 47,400,277 | +0.3% |
| 2020-03-27 22:53 | 2020-03-25 | CTRA | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director, Officer; Chief Executive Officer | Coking Coal | BUY | $2.24 | 15,000 | $33,585 | 258,387 | +6.2% |
| 2020-03-27 23:31 | 2020-03-25 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $104.07 | 103,548 | $10,776,354 | 24,016,666 | +0.4% |
| 2020-03-27 22:54 | 2020-03-25 | CTRA | Alpha Metallurgical Resources, Inc. | Nicholson Roger Lee | Officer; EVP, Gen. Counsel & Secretary | Coking Coal | BUY | $2.43 | 4,000 | $9,734 | 23,552 | +20.5% |
| 2020-03-27 18:03 | 2020-03-26 | WLK | WESTLAKE CORP | TTWFGP LLC | 10% owner | Specialty Chemicals | BUY | $41.00 | 145,000 | $5,945,450 | 47,240,277 | +0.3% |
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.