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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-02-27 01:24 | 2020-02-24 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $2.97 | 16,400 | $48,708 | 2,879,889 | +0.6% |
| 2020-02-26 00:52 | 2020-02-21 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $131.79 | 43,305 | $5,707,166 | 21,505,891 | +0.2% |
| 2020-02-26 01:21 | 2020-02-21 | ECL | ECOLAB INC. | Berger Larry L | Officer; EVP & CTO | Specialty Chemicals | OPT+S | $207.75 | 16,235 | $3,372,789 | 29,432 | -35.6% |
| 2020-02-25 19:38 | 2020-02-21 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $11.19 | 14,530 | $162,591 | 2,937,859 | +0.5% |
| 2020-02-26 00:29 | 2020-02-21 | ALB | Albemarle Corporation | KISSAM LUTHER C IV | Director, Officer; Chairman, President & CEO | Specialty Chemicals | OPT+S | $92.35 | 40,000 | $3,694,136 | 319,566 | -11.1% |
| 2020-02-25 21:03 | 2020-02-24 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $9.72 | 13,208 | $128,382 | 616,056 | -2.1% |
| 2020-02-26 01:33 | 2020-02-24 | IOSP | INNOSPEC INC. | Blackmore Milton C | Director | Specialty Chemicals | OPT+S | $91.75 | 283 | $25,964 | 6,000 | -4.5% |
| 2020-02-26 01:31 | 2020-02-24 | IOSP | INNOSPEC INC. | PALLER Robert I | Director | Specialty Chemicals | OPT+S | $91.75 | 1,730 | $158,721 | 10,328 | -14.3% |
| 2020-02-26 01:23 | 2020-02-24 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; VP & CFO | Specialty Chemicals | OPT+S | $91.75 | 2,395 | $219,732 | 22,915 | -9.5% |
| 2020-02-26 00:14 | 2020-02-24 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; PRESIDENT & CEO | Specialty Chemicals | OPT+S | $91.75 | 4,589 | $421,023 | 179,195 | -2.5% |
| 2020-02-25 03:47 | 2020-02-20 | ECL | ECOLAB INC. | Busch Angela M | Officer; EVP - Corp Strat & Bus Dev | Specialty Chemicals | OPT+S | $205.98 | 11,672 | $2,404,164 | 11,621 | -50.1% |
| 2020-02-25 03:53 | 2020-02-20 | ECL | ECOLAB INC. | McCormick Michael C. | Officer; EVP, GC & Secretary | Specialty Chemicals | OPT+S | $206.53 | 4,900 | $1,011,998 | 54,530 | -8.2% |
| 2020-02-25 01:30 | 2020-02-20 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $5.56 | 5,000 | $27,790 | 5,000 | +100.0% |
| 2020-02-25 01:20 | 2020-02-20 | SYNL | Ascent Industries Co. | Padden Michael | Officer; Director of IT | Chemicals | SALE | $12.65 | 141 | $1,784 | 7,966 | -1.7% |
| 2020-02-25 03:50 | 2020-02-20 | ECL | ECOLAB INC. | Inchaustegui Roberto | Officer; EVP & Pres-Global Serv & Spec | Specialty Chemicals | OPT+S | $208.57 | 18,290 | $3,814,753 | 25,554 | -41.7% |
| 2020-02-25 01:17 | 2020-02-24 | NIOBF | NIOCORP DEVELOPMENTS LTD | Smith Mark A. | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.53 | 100,000 | $53,000 | 19,000,000 | +0.5% |
| 2020-02-24 20:33 | 2020-02-20 | SANW | S&W Seed Company | WILLITS ALAN D | Director | Agricultural Inputs | BUY | $2.30 | 500 | $1,150 | 47,125 | +1.1% |
| 2020-02-24 23:25 | 2020-02-21 | FMC | FMC CORP | Powell William Howard | Director | Agricultural Inputs | SALE | $107.13 | 5,000 | $535,650 | 15,397 | -24.5% |
| 2020-02-24 20:08 | 2020-02-21 | WLK | WESTLAKE CORP | Chao Albert | Director, Officer, 10% owner; President & CEO | Specialty Chemicals | OPT+S | $62.42 | 51,592 | $3,220,373 | 369,856 | -12.2% |
| 2020-02-25 03:46 | 2020-02-02 | ECL | ECOLAB INC. | BAKER DOUGLAS M JR | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $206.50 | 171,956 | $35,509,567 | 578,148 | -22.9% |
| 2020-02-24 19:23 | 2020-02-21 | UFPI | UFP INDUSTRIES INC | JAMES DONALD L | Officer; XVP Natl Retail Sales & Mktg | Lumber & Wood Production | SALE | $57.05 | 7,500 | $427,908 | 9,517 | -44.1% |
| 2020-02-24 18:40 | 2020-02-21 | POL | AVIENT CORP | FEARON RICHARD H | Director | Specialty Chemicals | BUY | $30.52 | 3,500 | $106,820 | 103,980 | +3.5% |
| 2020-02-25 00:46 | 2020-02-20 | SANW | S&W Seed Company | MFP PARTNERS LP | 10% owner, Other | Agricultural Inputs | BUY | $2.50 | 22,285 | $55,661 | 15,967,302 | +0.1% |
| 2020-02-22 01:29 | 2020-02-21 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $6.38 | 10,378 | $66,212 | 31,768 | -24.6% |
| 2020-02-22 02:30 | 2020-02-20 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; President, Simpson Strong-Tie | Lumber & Wood Production | SALE | $84.95 | 2,650 | $225,118 | 28,347 | -8.5% |
| 2020-02-22 00:12 | 2020-02-19 | HUN | Huntsman CORP | Gerrard Ronald W | Officer; Sr. VP, EHS | Chemicals | OPT+S | $20.47 | 12,876 | $263,572 | 176,447 | -6.8% |
| 2020-02-22 00:23 | 2020-02-19 | MMP | Magellan Midstream Partners, L.P. | MONTAGUE JAMES R | Director | Aluminum | SALE | $60.77 | 1,910 | $116,079 | 21,952 | -8.0% |
| 2020-02-22 00:23 | 2020-02-19 | MMP | Magellan Midstream Partners, L.P. | CROYLE ROBERT G | Director | Aluminum | SALE | $60.78 | 1,910 | $116,087 | 3,758 | -33.7% |
| 2020-02-22 00:22 | 2020-02-20 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $60.74 | 2,500 | $151,850 | 21,780 | -10.3% |
| 2020-02-22 00:22 | 2020-02-20 | MMP | Magellan Midstream Partners, L.P. | May Douglas J | Officer; Senior Vice President | Aluminum | SALE | $60.72 | 10,000 | $607,230 | 44,912 | -18.2% |
| 2020-02-22 00:47 | 2020-02-19 | RPM | RPM INTERNATIONAL INC/DE/ | Ratajczak Matthew T | Officer; VP-Global Tax and Treasurer | Specialty Chemicals | SALE | $74.77 | 696 | $52,040 | 43,596 | -1.6% |
| 2020-02-21 00:54 | 2020-02-19 | SXT | SENSIENT TECHNOLOGIES CORP | Manning Paul | Director, Officer; Chairman, President & CEO | Specialty Chemicals | BUY | $56.06 | 1,000 | $56,060 | 69,263 | +1.5% |
| 2020-02-21 01:03 | 2020-02-18 | LIN | LINDE PLC | White Matthew J | Officer; Chief Financial Officer | Specialty Chemicals | OPT+S | $223.90 | 11,821 | $2,646,769 | 23,181 | -33.8% |
| 2020-02-21 00:55 | 2020-02-18 | HUN | Huntsman CORP | Edlund Monte G | Officer; Division President | Chemicals | SALE | $20.36 | 3,600 | $73,300 | 91,263 | -3.8% |
| 2020-02-21 00:43 | 2020-02-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $65.46 | 100,000 | $6,545,630 | 62,331,838 | -0.2% |
| 2020-02-20 03:34 | 2020-02-19 | MERC | MERCER INTERNATIONAL INC. | Wallace Alan C. | Director | Paper & Paper Products | BUY | $10.52 | 8,000 | $84,160 | 8,000 | +100.0% |
| 2020-02-20 00:32 | 2020-02-14 | EXP | EAGLE MATERIALS INC | Powers David B | Director | Building Materials | SALE | $88.02 | 20,000 | $1,760,462 | 46,840 | -29.9% |
| 2020-02-19 22:13 | 2020-02-14 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $11.12 | 2,948 | $32,795 | 2,923,329 | +0.1% |
| 2020-02-20 01:17 | 2020-02-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $135.50 | 831 | $112,601 | 29,878 | -2.7% |
| 2020-02-19 19:58 | 2020-02-18 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $9.34 | 15,289 | $142,799 | 616,056 | -2.4% |
| 2020-02-19 01:12 | 2020-02-18 | SXT | SENSIENT TECHNOLOGIES CORP | Manning Paul | Director, Officer; Chairman, President & CEO | Specialty Chemicals | BUY | $55.65 | 1,000 | $55,650 | 68,263 | +1.5% |
| 2020-02-19 01:01 | 2020-02-18 | SXT | SENSIENT TECHNOLOGIES CORP | CARLEONE JOSEPH | Director | Specialty Chemicals | BUY | $55.65 | 2,000 | $111,300 | 11,695 | +20.6% |
| 2020-02-18 21:14 | 2020-02-13 | STLD | STEEL DYNAMICS INC | Cornew Kenneth W. | Director | Steel | BUY | $29.30 | 6,000 | $175,809 | 22,535 | +36.3% |
| 2020-02-14 19:42 | 2020-02-12 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | SALE | $48.74 | 4,068 | $198,257 | 22,472 | -15.3% |
| 2020-02-14 22:29 | 2020-02-11 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $11.10 | 29,068 | $322,614 | 2,920,381 | +1.0% |
| 2020-02-15 00:17 | 2020-02-13 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $44.35 | 3,500 | $155,225 | 159,904 | -2.1% |
| 2020-02-15 00:17 | 2020-02-12 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $44.08 | 3,500 | $154,280 | 287,719 | -1.2% |
| 2020-02-13 22:21 | 2020-02-12 | FMC | FMC CORP | Sandifer Andrew D | Officer; EVP and CFO | Agricultural Inputs | OPT+S | $106.76 | 700 | $74,732 | 19,835 | -3.4% |
| 2020-02-13 17:31 | 2020-02-11 | FMC | FMC CORP | BRONDEAU PIERRE R | Director, Officer; CEO and Chariman of Bd | Agricultural Inputs | SALE | $105.67 | 102,372 | $10,817,373 | 139,022 | -42.4% |
| 2020-02-14 00:17 | 2020-02-11 | KWR | QUAKER CHEMICAL CORP | BARRY MICHAEL F | Director, Officer; Chairman, CEO and President | Specialty Chemicals | SALE | $180.26 | 8,200 | $1,478,099 | 124,442 | -6.2% |
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.