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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-03-11 23:55 | 2020-03-09 | SANW | S&W Seed Company | MFP PARTNERS LP | 10% owner, Other | Agricultural Inputs | BUY | $2.50 | 9,106 | $22,765 | 15,977,491 | +0.1% |
| 2020-03-11 23:40 | 2020-03-11 | STLD | STEEL DYNAMICS INC | Seaman Bradley S | Director | Steel | BUY | $20.85 | 6,000 | $125,100 | 37,328 | +19.2% |
| 2020-03-11 17:12 | 2020-03-10 | STLD | STEEL DYNAMICS INC | Alvarez Miguel | Officer; Senior Vice President | Steel | BUY | $21.32 | 9,300 | $198,276 | 25,649 | +56.9% |
| 2020-03-11 17:10 | 2020-03-09 | STLD | STEEL DYNAMICS INC | Shaheen Gabriel | Director | Steel | BUY | $23.11 | 3,500 | $80,885 | 6,500 | +116.7% |
| 2020-03-12 01:46 | 2020-03-10 | TMQ | Trilogy Metals Inc. | WALTERS DIANA J | Director | Other Industrial Metals & Mining | BUY | $1.30 | 8,000 | $10,400 | 8,000 | +100.0% |
| 2020-03-10 19:21 | 2020-03-06 | FRD | FRIEDMAN INDUSTRIES INC | Stevenson Tim Scott | Director | Steel | BUY | $5.60 | 5,000 | $28,000 | 20,000 | +33.3% |
| 2020-03-10 23:39 | 2020-03-06 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $121.97 | 107,100 | $13,063,330 | 22,486,766 | +0.5% |
| 2020-03-10 23:32 | 2020-03-10 | OEC | Orion S.A. | Reers Michael | Officer; Chief Administration Officer | Specialty Chemicals | BUY | $11.35 | 5,000 | $56,750 | 21,268 | +30.7% |
| 2020-03-11 00:32 | 2020-03-06 | ESI | Element Solutions Inc | Benson Scot | Director, Officer; President & COO | Specialty Chemicals | BUY | $9.77 | 15,000 | $146,550 | 220,445 | +7.3% |
| 2020-03-11 00:01 | 2020-03-06 | ASIX | AdvanSix Inc. | Spurlin Sharon | Director | Chemicals | BUY | $12.66 | 11,765 | $148,945 | 37,666 | +45.4% |
| 2020-03-10 23:00 | 2020-03-09 | TSE | Trinseo PLC | BOZICH FRANK A | Director, Officer; President and CEO | Specialty Chemicals | BUY | $16.70 | 12,000 | $200,400 | 96,770 | +14.2% |
| 2020-03-10 22:59 | 2020-03-09 | TSE | Trinseo PLC | Stasse David Phillip | Officer; See Remarks | Specialty Chemicals | BUY | $16.43 | 5,500 | $90,365 | 41,482 | +15.3% |
| 2020-03-11 01:18 | 2020-03-10 | SXC | SunCoke Energy, Inc. | Hardesty Phillip Michael | Officer; Senior Vice President | Coking Coal | BUY | $3.29 | 3,000 | $9,870 | 142,892 | +2.1% |
| 2020-03-10 20:41 | 2020-03-09 | MOS | MOSAIC CO | Bodine Bruce M. | Officer; Senior VP - Phosphates | Agricultural Inputs | BUY | $13.60 | 5,500 | $74,773 | 21,022 | +35.4% |
| 2020-03-10 23:20 | 2020-03-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $62.55 | 100,000 | $6,254,670 | 62,231,838 | -0.2% |
| 2020-03-09 23:51 | 2020-03-05 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $125.26 | 101,100 | $12,664,241 | 22,379,666 | +0.5% |
| 2020-03-10 00:26 | 2020-03-06 | LXU | LSB INDUSTRIES, INC. | White Lynn F | Director | Chemicals | BUY | $1.89 | 10,810 | $20,420 | 55,499 | +24.2% |
| 2020-03-10 00:19 | 2020-03-09 | HUN | Huntsman CORP | STRYKER DAVID M | Officer; Exec VP, GC and Sec | Chemicals | BUY | $16.15 | 2,500 | $40,384 | 229,243 | +1.1% |
| 2020-03-09 23:22 | 2020-03-06 | HUN | Huntsman CORP | Hankins Anthony P | Officer; CEO Asia Pacific and Div Pres | Chemicals | BUY | $17.82 | 4,500 | $80,183 | 508,366 | +0.9% |
| 2020-03-09 23:22 | 2020-03-09 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $16.19 | 5,000 | $80,950 | 5,569,820 | +0.1% |
| 2020-03-10 00:24 | 2020-03-09 | MOS | MOSAIC CO | Isaacson Mark J. | Officer; SVP, Gen. Counsel & Corp. Sec. | Agricultural Inputs | BUY | $12.81 | 1,000 | $12,810 | 21,062 | +5.0% |
| 2020-03-10 00:21 | 2020-03-09 | MOS | MOSAIC CO | O'Rourke James Calvin | Director, Officer; President & CEO | Agricultural Inputs | BUY | $13.43 | 15,000 | $201,390 | 25,000 | +150.0% |
| 2020-03-10 01:35 | 2020-03-09 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $79.45 | 1,248 | $99,154 | 8,938 | -12.3% |
| 2020-03-09 16:49 | 2020-03-05 | FCX | FREEPORT-MCMORAN INC | QUIRK KATHLEEN L | Officer; EVP and CFO | Copper | BUY | $10.03 | 85,000 | $852,601 | 1,144,324 | +8.0% |
| 2020-03-09 16:44 | 2020-03-05 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; Vice Chairman, President & CEO | Copper | BUY | $10.02 | 250,000 | $2,505,725 | 2,739,023 | +10.0% |
| 2020-03-09 21:28 | 2020-03-09 | LIN | LINDE PLC | ANGEL STEPHEN F | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $175.93 | 3,000 | $527,781 | 197,952 | +1.5% |
| 2020-03-07 00:34 | 2020-03-04 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $126.19 | 72,900 | $9,199,455 | 22,278,566 | +0.3% |
| 2020-03-07 04:13 | 2020-03-04 | TMQ | Trilogy Metals Inc. | Gowans James | Director | Other Industrial Metals & Mining | BUY | $1.54 | 17,300 | $26,606 | 67,300 | +34.6% |
| 2020-03-06 20:43 | 2020-03-05 | SHW | SHERWIN WILLIAMS CO | Mistysyn Allen J | Officer; SVP - Finance & CFO | Specialty Chemicals | SALE | $562.77 | 2,533 | $1,425,496 | 11,062 | -18.6% |
| 2020-03-07 01:57 | 2020-03-06 | HUN | Huntsman CORP | STRYKER DAVID M | Officer; Exec VP, GC and Sec | Chemicals | BUY | $17.99 | 3,000 | $53,973 | 226,743 | +1.3% |
| 2020-03-07 01:56 | 2020-03-06 | HUN | Huntsman CORP | Douglas Sean | Officer; Exec VP & CFO | Chemicals | BUY | $17.87 | 2,800 | $50,036 | 152,235 | +1.9% |
| 2020-03-07 01:55 | 2020-03-06 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $17.77 | 10,000 | $177,700 | 5,564,820 | +0.2% |
| 2020-03-07 00:39 | 2020-03-04 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $10.64 | 116,556 | $1,240,727 | 3,293,303 | +3.7% |
| 2020-03-07 00:09 | 2020-03-05 | STLD | STEEL DYNAMICS INC | Shaheen Gabriel | Director | Steel | BUY | $25.82 | 5,000 | $129,100 | 70,037 | +7.7% |
| 2020-03-06 00:33 | 2020-03-03 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $122.03 | 81,700 | $9,970,137 | 22,205,666 | +0.4% |
| 2020-03-05 23:49 | 2020-03-05 | NGVT | Ingevity Corp | Lynch Frederick J | Director | Specialty Chemicals | BUY | $46.42 | 5,000 | $232,100 | 11,780 | +73.7% |
| 2020-03-05 19:24 | 2020-03-05 | NGVT | Ingevity Corp | Smith Michael P. | Officer; EVP, President Perf Chemicals | Specialty Chemicals | BUY | $47.13 | 3,000 | $141,390 | 19,603 | +18.1% |
| 2020-03-06 02:45 | 2020-03-03 | SYNL | Ascent Industries Co. | Privet Fund Management LLC | 10% owner, Other | Chemicals | BUY | $13.12 | 314,058 | $4,119,310 | 1,535,507 | +25.7% |
| 2020-03-04 23:16 | 2020-03-03 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $5.60 | 5,000 | $28,000 | 25,000 | +25.0% |
| 2020-03-05 00:13 | 2020-03-02 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $121.36 | 68,100 | $8,264,793 | 22,123,966 | +0.3% |
| 2020-03-05 00:33 | 2020-03-04 | OEC | Orion S.A. | Tuttle Patrick F. | Officer; Sr. VP Global Human Resources | Specialty Chemicals | BUY | $14.00 | 4,250 | $59,500 | 40,222 | +11.8% |
| 2020-03-05 00:34 | 2020-03-03 | OEC | Orion S.A. | Painter Corning F. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $13.87 | 35,000 | $485,335 | 272,977 | +14.7% |
| 2020-03-04 23:41 | 2020-03-02 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $10.56 | 113,964 | $1,203,357 | 3,176,747 | +3.7% |
| 2020-03-04 21:33 | 2020-03-03 | NGVT | Ingevity Corp | BLACKWELL JEAN S | Director | Specialty Chemicals | BUY | $48.72 | 1,500 | $73,080 | 6,287 | +31.3% |
| 2020-03-05 03:45 | 2020-03-02 | CC | Chemours Co | BROWN RICHARD H | Director | Specialty Chemicals | BUY | $14.06 | 7,500 | $105,450 | 88,586 | +9.2% |
| 2020-03-04 00:59 | 2020-02-28 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $117.94 | 110,000 | $12,973,477 | 22,055,866 | +0.5% |
| 2020-03-04 00:30 | 2020-02-28 | ALB | Albemarle Corporation | Tozier Scott | Officer; EVP & CFO | Specialty Chemicals | SALE | $78.11 | 630 | $49,209 | 53,528 | -1.2% |
| 2020-03-03 20:28 | 2020-03-03 | NGVT | Ingevity Corp | Gulyas Diane H. | Director | Specialty Chemicals | BUY | $50.40 | 1,000 | $50,400 | 2,052 | +95.1% |
| 2020-03-03 23:02 | 2020-01-28 | IMII | BLUSKY AI INC. | CLUFF WHITNEY O | Director | Gold | BUY | $0.04 | 334,000 | $12,425 | 1,232,597 | +37.2% |
| 2020-03-04 01:11 | 2020-02-28 | DOW | DOW INC. | FETTIG JEFF M | Director | Chemicals | BUY | $38.13 | 15,000 | $571,950 | 22,500 | +200.0% |
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.