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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-03-16 20:15 | 2020-03-13 | POL | AVIENT CORP | Midea M. John Jr. | Officer; SVP, Glbl Ops & Process Imprv | Specialty Chemicals | BUY | $17.76 | 1,000 | $17,755 | 10,484 | +10.5% |
| 2020-03-16 20:01 | 2020-03-13 | AUMN | Golden Minerals Co | Rehn Warren | Director, Officer; President and CEO | Other Precious Metals & Mining | BUY | $0.17 | 30,000 | $5,100 | 461,000 | +7.0% |
| 2020-03-17 02:16 | 2020-03-11 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | BUY | $25.32 | 1,000 | $25,320 | 14,648 | +7.3% |
| 2020-03-13 18:07 | 2020-03-12 | CRN | Coronado Global Resources Inc. | Spindler Garold | Director, Officer; Managing Director & CEO | Coking Coal | BUY | $8.82 | 90,000 | $793,800 | 180,000 | +100.0% |
| 2020-03-13 18:12 | 2020-03-12 | LIN | LINDE PLC | Bruch Christian | Officer; Executive VP Engineering | Specialty Chemicals | OPT+S | $162.99 | 336 | $54,765 | 10,293 | -3.2% |
| 2020-03-13 23:55 | 2020-03-12 | SHW | SHERWIN WILLIAMS CO | CRONIN JANE M. | Officer; SVP - Corporate Controller | Specialty Chemicals | SALE | $492.14 | 908 | $446,863 | 2,915 | -23.8% |
| 2020-03-14 00:03 | 2020-03-11 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $112.43 | 141,744 | $15,935,753 | 22,972,066 | +0.6% |
| 2020-03-13 18:32 | 2020-03-12 | SCL | STEPAN CO | Kabbes David | Officer; VP GC & Secretary | Specialty Chemicals | BUY | $71.67 | 2,222 | $159,240 | 3,043 | +270.6% |
| 2020-03-13 22:26 | 2020-03-11 | SYNL | Ascent Industries Co. | Gibson James G | Officer; President of Subsidiary | Chemicals | BUY | $11.50 | 130 | $1,495 | 39,247 | +0.3% |
| 2020-03-13 14:41 | 2020-03-12 | CLF | CLEVELAND-CLIFFS INC. | Koci Keith | Officer; EVP, Chief Financial Officer | Steel | BUY | $4.09 | 25,000 | $102,248 | 124,649 | +25.1% |
| 2020-03-13 22:18 | 2020-03-10 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $11.20 | 4,000 | $44,800 | 282,265 | +1.4% |
| 2020-03-13 22:34 | 2020-03-12 | SYNL | Ascent Industries Co. | TERRY JAMES W JR | Director | Chemicals | BUY | $10.50 | 500 | $5,250 | 19,500 | +2.6% |
| 2020-03-14 00:13 | 2020-03-13 | KRO | KRONOS WORLDWIDE INC | Hanley Bryan A. | Officer; Vice President and Treasurer | Specialty Chemicals | BUY | $7.56 | 1,000 | $7,563 | 1,000 | +100.0% |
| 2020-03-14 00:11 | 2020-03-13 | KRO | KRONOS WORLDWIDE INC | GRAHAM ROBERT D | Director, Officer; Vice Chairman of the Board | Specialty Chemicals | BUY | $7.45 | 5,000 | $37,225 | 21,000 | +31.3% |
| 2020-03-14 00:47 | 2020-03-11 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $47.46 | 3,500 | $166,110 | 176,944 | -1.9% |
| 2020-03-14 00:47 | 2020-03-11 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $47.98 | 3,500 | $167,934 | 311,341 | -1.1% |
| 2020-03-13 17:41 | 2020-03-12 | AUMN | Golden Minerals Co | Rehn Warren | Director, Officer; President and CEO | Other Precious Metals & Mining | BUY | $0.19 | 11,000 | $2,066 | 431,000 | +2.6% |
| 2020-03-12 18:47 | 2020-03-11 | CLF | CLEVELAND-CLIFFS INC. | Miller Janet L | Director | Steel | BUY | $4.45 | 5,000 | $22,246 | 29,730 | +20.2% |
| 2020-03-13 01:10 | 2020-03-12 | CDE | Coeur Mining, Inc. | Whelan Thomas S | Officer; SVP & CFO | Gold | BUY | $2.95 | 15,000 | $44,250 | 275,494 | +5.8% |
| 2020-03-12 23:13 | 2020-03-10 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $117.16 | 158,656 | $18,588,692 | 22,830,322 | +0.7% |
| 2020-03-12 20:26 | 2020-03-12 | NGVT | Ingevity Corp | PLATT PHILLIP JOHN | Officer; CAO & Corporate Controller | Specialty Chemicals | BUY | $34.75 | 600 | $20,850 | 3,648 | +19.7% |
| 2020-03-12 19:11 | 2020-03-12 | CLF | CLEVELAND-CLIFFS INC. | Fisher Robert P Jr | Director | Steel | BUY | $4.00 | 10,000 | $40,000 | 134,030 | +8.1% |
| 2020-03-12 22:33 | 2020-03-10 | WLKP | Westlake Chemical Partners LP | Teel Lawrence E. | Officer; SVP, Olefins | Chemicals | BUY | $17.45 | 5,000 | $87,265 | 12,800 | +64.1% |
| 2020-03-12 20:26 | 2020-03-11 | NGVT | Ingevity Corp | FERNANDEZ-MORENO LUIS M | Director | Specialty Chemicals | BUY | $39.37 | 5,050 | $198,819 | 11,830 | +74.5% |
| 2020-03-13 00:00 | 2020-03-12 | ZEUS | Olympic Steel Inc. | Anton Arthur F | Director | Steel | BUY | $9.56 | 5,229 | $49,989 | 39,007 | +15.5% |
| 2020-03-12 23:20 | 2020-03-11 | HUN | Huntsman CORP | Hankins Anthony P | Officer; CEO Asia Pacific and Div Pres | Chemicals | BUY | $16.18 | 2,000 | $32,358 | 510,366 | +0.4% |
| 2020-03-12 23:19 | 2020-03-11 | HUN | Huntsman CORP | Douglas Sean | Officer; Exec VP & CFO | Chemicals | BUY | $16.00 | 3,125 | $50,000 | 155,360 | +2.1% |
| 2020-03-12 23:19 | 2020-03-12 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $14.73 | 5,000 | $73,647 | 5,574,820 | +0.1% |
| 2020-03-12 19:11 | 2020-03-11 | RYAM | RAYONIER ADVANCED MATERIALS INC. | BOYNTON PAUL G | Director, Officer; Chairman, President and CEO | Chemicals | BUY | $1.43 | 200,000 | $285,320 | 702,714 | +39.8% |
| 2020-03-12 22:59 | 2020-03-12 | LIN | LINDE PLC | ANGEL STEPHEN F | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $162.40 | 2,000 | $324,800 | 199,952 | +1.0% |
| 2020-03-11 21:11 | 2020-03-09 | CRN | Coronado Global Resources Inc. | Campbell James I | Officer; President & COO | Coking Coal | BUY | $10.17 | 20,000 | $203,300 | 20,000 | +100.0% |
| 2020-03-11 18:48 | 2020-03-09 | CRN | Coronado Global Resources Inc. | Spindler Garold | Director, Officer; Managing Director & CEO | Coking Coal | BUY | $10.08 | 90,000 | $907,200 | 90,000 | +100.0% |
| 2020-03-12 00:09 | 2020-03-09 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $114.14 | 184,900 | $21,104,394 | 22,671,666 | +0.8% |
| 2020-03-12 01:43 | 2020-03-11 | ASIX | AdvanSix Inc. | Kane Erin N | Director, Officer; Chief Executive Officer | Chemicals | BUY | $10.12 | 9,780 | $98,974 | 324,551 | +3.1% |
| 2020-03-12 01:43 | 2020-03-11 | ASIX | AdvanSix Inc. | Blindenbach Willem L. | Officer; VP, Integrated Supply Chain | Chemicals | BUY | $10.11 | 7,350 | $74,309 | 34,621 | +27.0% |
| 2020-03-12 01:17 | 2020-03-09 | TMQ | Trilogy Metals Inc. | Gowans James | Director | Other Industrial Metals & Mining | BUY | $1.35 | 6,500 | $8,750 | 73,800 | +9.7% |
| 2020-03-11 23:07 | 2020-03-10 | TSE | Trinseo PLC | Skeete Bernard M | Officer; VP, CAO and Global Controller | Specialty Chemicals | BUY | $17.47 | 150 | $2,620 | 5,448 | +2.8% |
| 2020-03-11 23:34 | 2020-03-10 | CENX | CENTURY ALUMINUM CO | Michelmore Andrew G | Director | Aluminum | BUY | $4.41 | 3,000 | $13,230 | 43,598 | +7.4% |
| 2020-03-11 23:22 | 2020-03-10 | LYB | LyondellBasell Industries N.V. | Foley Kimberly A | Officer; VP Health Safety & Environment | Specialty Chemicals | BUY | $60.18 | 1,465 | $88,164 | 17,643 | +9.1% |
| 2020-03-11 23:05 | 2020-03-09 | LYB | LyondellBasell Industries N.V. | Guilfoyle James D | Officer; EVP, Adv Polymer Sol & Sup Chn | Specialty Chemicals | BUY | $59.98 | 330 | $19,793 | 26,444 | +1.3% |
| 2020-03-11 23:05 | 2020-03-09 | LYB | LyondellBasell Industries N.V. | Patel Bhavesh V. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $64.51 | 7,346 | $473,890 | 202,721 | +3.8% |
| 2020-03-11 21:28 | 2020-03-10 | LXU | LSB INDUSTRIES, INC. | CARVER KRISTY | Officer; SVP/Treasurer | Chemicals | BUY | $1.74 | 5,000 | $8,700 | 49,747 | +11.2% |
| 2020-03-11 18:48 | 2020-03-09 | CRN | Coronado Global Resources Inc. | Rose Richard D. | Officer; VP, CLO & Secretary | Coking Coal | BUY | $10.08 | 2,000 | $20,160 | 2,000 | +100.0% |
| 2020-03-11 23:15 | 2020-03-10 | TROX | Tronox Holdings plc | Carlson Timothy C | Officer; SVP, Chief Financial Officer | Chemicals | BUY | $6.15 | 10,000 | $61,500 | 253,022 | +4.1% |
| 2020-03-11 20:47 | 2020-03-10 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $9.85 | 8,520 | $83,922 | 3,301,823 | +0.3% |
| 2020-03-11 19:08 | 2020-03-11 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $4.49 | 200,000 | $898,260 | 3,565,597 | +5.9% |
| 2020-03-11 23:49 | 2020-03-10 | TSE | Trinseo PLC | STEINMETZ HENRI | Director | Specialty Chemicals | BUY | $17.08 | 17,279 | $295,125 | 21,667 | +393.8% |
| 2020-03-11 23:31 | 2020-03-09 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $50.00 | 1,500 | $75,000 | 43,234 | -3.4% |
| 2020-03-11 20:23 | 2020-03-11 | CLF | CLEVELAND-CLIFFS INC. | BALDWIN JOHN T | Director | Steel | BUY | $4.43 | 10,000 | $44,300 | 133,727 | +8.1% |
| 2020-03-11 23:25 | 2020-03-09 | ESI | Element Solutions Inc | ASHKEN IAN G H | Director | Specialty Chemicals | BUY | $8.92 | 50,000 | $446,000 | 598,880 | +9.1% |
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.