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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-03-04 00:11 | 2020-02-28 | NEM | NEWMONT Corp /DE/ | Cmil Jennifer | Officer; EVP, Human Resources | Gold | SALE | $43.64 | 3,016 | $131,618 | 24,802 | -10.8% |
| 2020-03-04 00:11 | 2020-03-02 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $45.70 | 4,000 | $182,800 | 290,597 | -1.4% |
| 2020-03-03 20:28 | 2020-03-03 | NGVT | Ingevity Corp | KELSON RICHARD B | Director, Officer; Interim President & CEO | Specialty Chemicals | BUY | $48.57 | 1,028 | $49,930 | 9,491 | +12.1% |
| 2020-03-04 00:42 | 2020-02-28 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $78.11 | 531 | $41,476 | 41,429 | -1.3% |
| 2020-03-04 00:44 | 2020-02-28 | SANW | S&W Seed Company | MFP PARTNERS LP | 10% owner, Other | Agricultural Inputs | BUY | $2.60 | 1,083 | $2,816 | 15,968,385 | +0.0% |
| 2020-03-02 22:19 | 2020-02-27 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $5.67 | 5,000 | $28,350 | 20,000 | +33.3% |
| 2020-03-03 00:32 | 2020-02-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $124.04 | 105,300 | $13,061,065 | 21,945,866 | +0.5% |
| 2020-03-03 00:33 | 2020-02-28 | OEC | Orion S.A. | Quinones Carlos | Officer; Sr. VP Global Operations | Specialty Chemicals | BUY | $13.24 | 3,600 | $47,664 | 39,879 | +9.9% |
| 2020-03-03 01:21 | 2020-02-27 | CTVA | Corteva, Inc. | Lutz Marcos M | Director | Agricultural Inputs | BUY | $28.05 | 35,000 | $981,750 | 41,205 | +564.0% |
| 2020-03-03 00:49 | 2020-02-27 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | OPT+S | $94.65 | 4,219 | $399,328 | 9,496 | -30.8% |
| 2020-03-03 00:20 | 2020-02-28 | ASIX | AdvanSix Inc. | Marberry Michael | Director | Chemicals | BUY | $14.37 | 34,400 | $494,328 | 89,607 | +62.3% |
| 2020-03-03 00:00 | 2020-02-28 | TROX | Tronox Holdings plc | Hinman Wayne A | Director | Chemicals | BUY | $7.14 | 1,390 | $9,925 | 156,665 | +0.9% |
| 2020-03-03 01:22 | 2020-02-28 | LYB | LyondellBasell Industries N.V. | Rhenman Torkel | Officer; EVP, I&D | Specialty Chemicals | BUY | $71.13 | 500 | $35,565 | 24,527 | +2.1% |
| 2020-03-02 22:52 | 2020-02-28 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.07 | 30,000 | $2,100 | 3,300,414 | +0.9% |
| 2020-03-03 00:58 | 2020-02-27 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $10.46 | 73,654 | $770,443 | 3,062,783 | +2.5% |
| 2020-03-03 01:28 | 2020-02-28 | ZEUS | Olympic Steel Inc. | MARABITO RICHARD T | Director, Officer; Chief Executive Officer | Steel | BUY | $12.15 | 2,000 | $24,303 | 38,384 | +5.5% |
| 2020-03-02 19:20 | 2020-02-28 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.68 | 62,512 | $480,092 | 3,073 | -95.3% |
| 2020-03-03 01:28 | 2020-02-28 | ZEUS | Olympic Steel Inc. | MANSON RICHARD A | Officer; Chief Financial Officer | Steel | BUY | $12.25 | 1,000 | $12,250 | 3,810 | +35.6% |
| 2020-03-02 21:41 | 2020-02-28 | STLD | STEEL DYNAMICS INC | RINN RUSSELL B | Officer; Executive Vice President | Steel | BUY | $26.30 | 5,000 | $131,500 | 231,318 | +2.2% |
| 2020-03-02 21:40 | 2020-02-28 | STLD | STEEL DYNAMICS INC | Pushis Glenn | Officer; Senior Vice President | Steel | BUY | $26.12 | 18,600 | $485,895 | 120,212 | +18.3% |
| 2020-03-03 01:13 | 2020-02-27 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $2.74 | 23,002 | $62,917 | 2,895,614 | +0.8% |
| 2020-02-29 01:02 | 2020-02-28 | CDE | Coeur Mining, Inc. | Sandoval Brian E | Director | Gold | BUY | $3.99 | 1,233 | $4,920 | 37,882 | +3.4% |
| 2020-02-29 01:02 | 2020-02-28 | CDE | Coeur Mining, Inc. | Whelan Thomas S | Officer; SVP & CFO | Gold | BUY | $4.11 | 25,000 | $102,625 | 260,494 | +10.6% |
| 2020-02-29 00:26 | 2020-02-26 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $124.41 | 102,700 | $12,777,349 | 21,840,566 | +0.5% |
| 2020-02-28 23:39 | 2020-02-28 | UFPI | UFP INDUSTRIES INC | Wooldridge Michael G. | Director | Lumber & Wood Production | BUY | $46.79 | 1,000 | $46,790 | 10,874 | +10.1% |
| 2020-02-28 23:50 | 2020-02-26 | SHW | SHERWIN WILLIAMS CO | Baxter Joel D. | Officer; Pres. & GM, Glob. Supply Chain | Specialty Chemicals | SALE | $552.26 | 1,932 | $1,066,966 | 2,503 | -43.6% |
| 2020-02-29 01:40 | 2020-02-26 | ALB | Albemarle Corporation | Tozier Scott | Officer; EVP & CFO | Specialty Chemicals | SALE | $85.19 | 473 | $40,295 | 54,158 | -0.9% |
| 2020-02-28 21:07 | 2020-02-27 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.07 | 50,000 | $3,500 | 3,270,414 | +1.6% |
| 2020-02-28 23:35 | 2020-02-28 | LXU | LSB INDUSTRIES, INC. | Rieker Harold L | Officer; VP-Financial Reporting/PAO | Chemicals | BUY | $1.96 | 5,000 | $9,800 | 26,936 | +22.8% |
| 2020-02-29 02:00 | 2020-02-27 | UAN | CVR PARTNERS, LP | PYTOSH MARK A | Director, Officer; President and CEO | Agricultural Inputs | BUY | $2.07 | 30,000 | $62,100 | 105,932 | +39.5% |
| 2020-02-29 00:23 | 2020-02-27 | NEM | NEWMONT Corp /DE/ | Cmil Jennifer | Officer; EVP, Human Resources | Gold | SALE | $50.00 | 2,580 | $129,000 | 27,818 | -8.5% |
| 2020-02-29 01:42 | 2020-02-26 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $85.19 | 2,495 | $212,549 | 41,960 | -5.6% |
| 2020-02-28 20:29 | 2020-02-27 | IOSP | INNOSPEC INC. | Curran Philip | Officer; Group Financial Controller | Specialty Chemicals | OPT+S | $87.75 | 659 | $57,824 | 2,459 | -21.1% |
| 2020-02-28 00:33 | 2020-02-25 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $125.00 | 134,500 | $16,812,406 | 21,737,866 | +0.6% |
| 2020-02-28 01:38 | 2020-02-26 | GPRE | Green Plains Inc. | Mangrove Partners Master Fund, Ltd. | 10% owner | Chemicals | SALE | $12.44 | 81,718 | $1,016,899 | 3,513,739 | -2.3% |
| 2020-02-28 00:15 | 2020-02-27 | HUN | Huntsman CORP | STRYKER DAVID M | Officer; Exec VP, GC and Sec | Chemicals | BUY | $18.36 | 2,500 | $45,900 | 223,743 | +1.1% |
| 2020-02-28 00:14 | 2020-02-27 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $18.00 | 5,000 | $90,000 | 5,554,820 | +0.1% |
| 2020-02-28 00:40 | 2020-02-25 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $11.00 | 51,270 | $563,965 | 2,989,129 | +1.7% |
| 2020-02-28 02:40 | 2020-02-25 | RS | RELIANCE, INC. | Lewis Karla R | Officer; Sr. EVP & CFO | Steel | SALE | $107.26 | 18,954 | $2,032,938 | 86,476 | -18.0% |
| 2020-02-26 22:59 | 2020-02-24 | PENC | Nano Magic Inc. | Lunsford John Todd | Director | Specialty Chemicals | BUY | $0.65 | 36,764 | $23,897 | 40,272 | +1,048.0% |
| 2020-02-27 01:26 | 2020-02-25 | CDE | Coeur Mining, Inc. | Sandoval Brian E | Director | Gold | BUY | $5.00 | 984 | $4,920 | 36,649 | +2.8% |
| 2020-02-27 01:18 | 2020-02-24 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $5.70 | 10,000 | $57,000 | 15,000 | +200.0% |
| 2020-02-27 00:35 | 2020-02-24 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $127.15 | 97,475 | $12,394,044 | 21,603,366 | +0.5% |
| 2020-02-27 02:37 | 2020-02-24 | ECL | ECOLAB INC. | Wyant Jill S | Officer; EVP & Pres - Global Regions | Specialty Chemicals | OPT+S | $201.74 | 101,891 | $20,555,480 | 8,773 | -92.1% |
| 2020-02-27 01:06 | 2020-02-25 | CDE | Coeur Mining, Inc. | Edwards Sebastian | Director | Gold | SALE | $5.21 | 21,423 | $111,528 | 111,053 | -16.2% |
| 2020-02-27 00:39 | 2020-02-26 | HUN | Huntsman CORP | Rogers Robert Wade | Officer; Sr. VP, Human Resources | Chemicals | BUY | $18.75 | 6,000 | $112,500 | 394,973 | +1.5% |
| 2020-02-27 00:38 | 2020-02-26 | HUN | Huntsman CORP | STRYKER DAVID M | Officer; Exec VP, GC and Sec | Chemicals | BUY | $18.80 | 2,500 | $47,000 | 221,243 | +1.1% |
| 2020-02-27 00:38 | 2020-02-26 | HUN | Huntsman CORP | Douglas Sean | Officer; Exec VP & CFO | Chemicals | BUY | $18.88 | 2,700 | $50,969 | 149,435 | +1.8% |
| 2020-02-27 00:37 | 2020-02-26 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $19.03 | 7,500 | $142,700 | 5,549,820 | +0.1% |
| 2020-02-26 23:00 | 2020-02-24 | PENC | Nano Magic Inc. | BERMAN RONALD J | Director, 10% owner | Specialty Chemicals | BUY | $0.65 | 36,764 | $23,897 | 677,232 | +5.7% |
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.