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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020-02-12 19:22 | 2017-10-02 | MLM | MARTIN MARIETTA MATERIALS INC | Mohr John P | Officer; SVP - CIO | Building Materials | BUY | $203.93 | 4 | $734 | 465 | +0.8% |
| 2020-02-12 16:28 | 2020-02-10 | K | KELLANOVA | CAHILLANE STEVEN A | Director, Officer, 10% owner; Chairman, Pres. & CEO/Trustee | Gold | BUY | $65.33 | 16,810 | $1,098,258 | 50,565 | +49.8% |
| 2020-02-12 19:51 | 2020-02-10 | FMC | FMC CORP | BRONDEAU PIERRE R | Director, Officer; CEO and Chariman of Bd | Agricultural Inputs | OPT+S | $104.83 | 82,534 | $8,651,874 | 222,786 | -27.0% |
| 2020-02-12 23:54 | 2020-02-10 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $572.32 | 14,733 | $8,432,024 | 96,386 | -13.3% |
| 2020-02-13 03:31 | 2020-02-10 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $44.24 | 1,500 | $66,360 | 36,673 | -3.9% |
| 2020-02-12 00:40 | 2020-02-07 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $139.93 | 45,920 | $6,425,586 | 21,462,586 | +0.2% |
| 2020-02-11 22:14 | 2020-02-07 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $11.04 | 13,326 | $147,078 | 2,891,313 | +0.5% |
| 2020-02-12 00:31 | 2020-02-07 | SSD | Simpson Manufacturing Co., Inc. | CHATMAN JENNIFER | Director | Lumber & Wood Production | SALE | $86.61 | 1,000 | $86,610 | 12,945 | -7.2% |
| 2020-02-11 20:31 | 2020-02-10 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $9.05 | 12,583 | $113,876 | 616,056 | -2.0% |
| 2020-02-11 01:28 | 2020-02-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $63.98 | 100,000 | $6,397,610 | 62,431,838 | -0.2% |
| 2020-02-07 19:56 | 2020-02-06 | ASH | Ashland Inc. | NOVO GUILLERMO | Director, Officer; Chairman and CEO | Specialty Chemicals | BUY | $78.35 | 12,900 | $1,010,715 | 12,900 | +100.0% |
| 2020-02-08 00:30 | 2020-02-05 | KWR | QUAKER CHEMICAL CORP | BARRY MICHAEL F | Director, Officer; Chairman, CEO and President | Specialty Chemicals | SALE | $180.05 | 1,800 | $324,096 | 132,642 | -1.3% |
| 2020-02-07 20:59 | 2020-02-06 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $9.15 | 12,940 | $118,401 | 616,056 | -2.1% |
| 2020-02-08 00:09 | 2020-02-05 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | SALE | $2.29 | 158,700 | $364,201 | 14,326,996 | -1.1% |
| 2020-02-08 00:09 | 2020-02-05 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | BUY | $2.31 | 158,700 | $367,375 | 14,485,696 | +1.1% |
| 2020-02-06 16:51 | 2020-02-04 | EMN | EASTMAN CHEMICAL CO | JORDAN CLARK LINDBERG | Officer; VP, CLO and Corp. Sec'y | Specialty Chemicals | SALE | $73.54 | 1,000 | $73,540 | 491 | -67.1% |
| 2020-02-06 23:10 | 2020-02-05 | XPL | SOLITARIO RESOURCES CORP. | Atzmon Gil | Director | Other Industrial Metals & Mining | BUY | $0.28 | 44,014 | $12,390 | 2,725,870 | +1.6% |
| 2020-02-07 01:05 | 2020-02-04 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $139.10 | 78,429 | $10,909,631 | 21,416,666 | +0.4% |
| 2020-02-06 23:09 | 2020-02-06 | NGVT | Ingevity Corp | Fortson John C. | Officer; EVP, CFO & Treasurer | Specialty Chemicals | BUY | $65.50 | 2,290 | $149,995 | 41,910 | +5.8% |
| 2020-02-07 01:39 | 2020-02-06 | NGVT | Ingevity Corp | WILSON D MICHAEL | Director, Officer; President & CEO | Specialty Chemicals | BUY | $64.44 | 7,500 | $483,332 | 81,931 | +10.1% |
| 2020-02-06 18:45 | 2020-02-05 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President and CEO | Other Industrial Metals & Mining | BUY | $0.29 | 5,000 | $1,425 | 1,607,000 | +0.3% |
| 2020-02-06 01:20 | 2020-02-03 | CTVA | Corteva, Inc. | GLENN TIMOTHY P | Officer; EVP, Chief Commercial Officer | Agricultural Inputs | BUY | $29.77 | 5,000 | $148,850 | 65,424 | +8.3% |
| 2020-02-06 01:18 | 2020-02-03 | CTVA | Corteva, Inc. | GAJARIA RAJAN | Officer; EVP, Business Platforms | Agricultural Inputs | BUY | $30.00 | 2,850 | $85,496 | 57,212 | +5.2% |
| 2020-02-06 01:04 | 2020-02-03 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.65 | 96,007 | $12,927,669 | 21,338,237 | +0.5% |
| 2020-02-06 00:27 | 2020-02-03 | EXP | EAGLE MATERIALS INC | Metcalf Keith W | Officer; President (American Gypsum) | Building Materials | OPT+S | $91.58 | 4,500 | $412,110 | 35,839 | -11.2% |
| 2020-02-06 01:17 | 2020-02-03 | CTVA | Corteva, Inc. | ANDREOTTI LAMBERTO | Director | Agricultural Inputs | SALE | $29.11 | 90 | $2,620 | 14,348 | -0.6% |
| 2020-02-06 00:50 | 2020-02-03 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $44.87 | 4,000 | $179,480 | 234,073 | -1.7% |
| 2020-02-05 02:32 | 2020-02-04 | USLM | UNITED STATES LIME & MINERALS INC | Stone Timothy Wade | Officer; Director - Sales & Marketing | Building Materials | BUY | $90.53 | 180 | $16,295 | 330 | +120.0% |
| 2020-02-05 00:28 | 2020-01-31 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $130.75 | 126,609 | $16,553,709 | 21,242,230 | +0.6% |
| 2020-02-05 00:09 | 2020-02-03 | SMG | SCOTTS MIRACLE-GRO CO | Smith Ivan C | Officer; EVP, GC and Secretary | Agricultural Inputs | SALE | $122.35 | 2,169 | $265,377 | 16,910 | -11.4% |
| 2020-02-05 03:40 | 2020-01-31 | RMES | RED METAL RESOURCES, LTD. | JEFFS RICHARD | 10% owner | Other Industrial Metals & Mining | BUY | $0.05 | 2,500 | $113 | 7,197,657 | +0.0% |
| 2020-02-04 23:04 | 2020-02-03 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $122.35 | 2,140 | $261,829 | 5,980 | -26.4% |
| 2020-02-05 00:08 | 2020-02-03 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | SALE | $123.71 | 14,948 | $1,849,150 | 67,672 | -18.1% |
| 2020-02-04 14:15 | 2020-01-17 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $0.45 | 10,000 | $4,500 | 8,702,426 | +0.1% |
| 2020-02-04 00:45 | 2020-01-30 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $131.51 | 159,055 | $20,917,132 | 21,115,621 | +0.8% |
| 2020-02-03 18:48 | 2020-01-31 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $9.09 | 53,887 | $489,833 | 19,590 | -73.3% |
| 2020-02-01 00:55 | 2020-01-29 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $135.70 | 73,295 | $9,945,890 | 20,956,566 | +0.4% |
| 2020-01-31 19:57 | 2020-01-30 | FUL | FULLER H B CO | JENSEN TRACI L | Officer; Vice President | Specialty Chemicals | SALE | $47.67 | 9,255 | $441,188 | 15,706 | -37.1% |
| 2020-01-31 19:30 | 2020-01-29 | SMG | SCOTTS MIRACLE-GRO CO | Hanft Adam | Director | Agricultural Inputs | SALE | $115.00 | 5,000 | $575,000 | 28,403 | -15.0% |
| 2020-02-01 00:05 | 2020-01-29 | RMES | RED METAL RESOURCES, LTD. | JEFFS RICHARD | 10% owner | Other Industrial Metals & Mining | BUY | $0.05 | 58,500 | $2,872 | 7,195,157 | +0.8% |
| 2020-01-31 00:54 | 2020-01-28 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.99 | 66,605 | $8,991,102 | 20,883,271 | +0.3% |
| 2020-01-30 00:50 | 2020-01-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.50 | 110,433 | $14,853,404 | 20,816,666 | +0.5% |
| 2020-01-30 01:28 | 2020-01-28 | FCX | FREEPORT-MCMORAN INC | STEPHENS JOHN JOSEPH | Director | Copper | BUY | $11.19 | 45,000 | $503,550 | 45,000 | +100.0% |
| 2020-01-29 22:49 | 2020-01-29 | APD | Air Products and Chemicals Inc. | MONSER EDWARD L | Director | Specialty Chemicals | BUY | $237.60 | 200 | $47,519 | 200 | +100.0% |
| 2020-01-30 00:54 | 2020-01-27 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $45.00 | 10,000 | $450,000 | 163,404 | -5.8% |
| 2020-01-29 00:39 | 2020-01-24 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $136.00 | 81,100 | $11,029,722 | 20,706,233 | +0.4% |
| 2020-01-28 19:20 | 2020-01-24 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $11.08 | 6,066 | $67,211 | 2,857,844 | +0.2% |
| 2020-01-28 04:06 | 2020-01-23 | CC | Chemours Co | VERGNANO MARK P | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $16.00 | 220,759 | $3,532,674 | 178,178 | -55.3% |
| 2020-01-27 23:53 | 2020-01-10 | IMII | BLUSKY AI INC. | CLUFF WHITNEY O | Director | Gold | BUY | $0.05 | 101,782 | $5,089 | 898,597 | +12.8% |
| 2020-01-27 19:19 | 2020-01-24 | NG | NOVAGOLD RESOURCES INC | Walsh Anthony P. | Director | Gold | OPT+S | $9.25 | 46,824 | $433,122 | 33,127 | -58.6% |
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.