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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-12 05:05 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; Interim CEO and COO | Chemicals | SALE | $6.20 | 8,438 | $52,341 | 1,546,255 | -0.5% |
| 2025-12-12 02:57 | 2025-12-09 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $11.88 | 480,000 | $5,703,600 | 29,946,352 | +1.6% |
| 2025-12-12 00:28 | 2025-12-09 | CE | Celanese Corp | Kyrish Chuck | Officer; SVP & CFO | Chemicals | BUY | $41.03 | 5,000 | $205,150 | 10,914 | +84.5% |
| 2025-12-11 19:13 | 2025-12-09 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | SALE | $60.17 | 5,506 | $331,286 | 18,525 | -22.9% |
| 2025-12-11 00:01 | 2025-12-09 | ZEUS | Olympic Steel Inc. | Scott Peter Jennings | Director | Steel | BUY | $39.89 | 5,030 | $200,647 | 5,030 | +100.0% |
| 2025-12-11 05:11 | 2025-12-09 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $60.00 | 38,146 | $2,288,760 | 156,666 | -19.6% |
| 2025-12-11 03:27 | 2025-12-08 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $175.26 | 36,000 | $6,309,389 | 770,537 | +4.9% |
| 2025-12-11 01:27 | 2025-12-10 | VMC | Vulcan Materials CO | Franklin Denson N. III | Officer; SVP, Gen. Counsel & Secretary | Building Materials | OPT+S | $295.00 | 665 | $196,175 | 8,284 | -7.4% |
| 2025-12-10 20:16 | 2025-12-08 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $59.94 | 6,250 | $374,620 | 18,512 | -25.2% |
| 2025-12-10 01:35 | 2025-12-09 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer; VP, Controller,Chief Acct.Off. | Paper & Paper Products | SALE | $48.25 | 2,000 | $96,500 | 6,149 | -24.5% |
| 2025-12-10 04:09 | 2025-10-03 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $1.85 | 1,014,540 | $1,879,943 | 1,520,000 | +200.7% |
| 2025-12-09 23:30 | 2025-12-05 | HDSN | HUDSON TECHNOLOGIES INC /NY | COLEMAN BRIAN F | Director | Specialty Chemicals | SALE | $7.40 | 484,616 | $3,588,097 | 1,944,312 | -20.0% |
| 2025-12-10 03:00 | 2025-12-04 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director | Chemicals | SALE | $9.14 | 139,322 | $1,273,751 | 269,027 | -34.1% |
| 2025-12-08 23:26 | 2025-12-08 | LIN | LINDE PLC | Lamba Sanjiv | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $396.68 | 2,520 | $999,634 | 90,794 | +2.9% |
| 2025-12-09 00:52 | 2025-12-05 | TMQ | Trilogy Metals Inc. | Lang Gregory A. | Director | Other Industrial Metals & Mining | OPT+S | $4.76 | 70,000 | $333,102 | 80,000 | -46.7% |
| 2025-12-09 00:25 | 2025-12-08 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $257.60 | 750 | $193,198 | 23,035 | +3.4% |
| 2025-12-09 00:39 | 2025-12-05 | GEVO | Gevo, Inc. | Agiri Oluwagbemileke Yusuf | Officer; CFO | Specialty Chemicals | OPT+S | $2.31 | 73,284 | $169,183 | 271,224 | -21.3% |
| 2025-12-06 00:23 | 2025-12-04 | BCPC | BALCHEM CORP | van Gunsteren Job Leonard | Officer; SVP and GM, Specialty Products | Specialty Chemicals | OPT+S | $153.29 | 6,000 | $919,723 | 9,446 | -38.8% |
| 2025-12-06 05:45 | 2025-12-05 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $62.94 | 385,000 | $24,232,324 | 13,105,965 | -2.9% |
| 2025-12-05 23:50 | 2025-12-04 | CLMT | Calumet, Inc. /DE | Boss John G. | Director | Specialty Chemicals | OPT+S | $0.00 | 1,011 | $0 | 28,793 | -3.4% |
| 2025-12-05 23:56 | 2025-12-04 | CLMT | Calumet, Inc. /DE | Sajkowski Daniel J | Director | Specialty Chemicals | OPT+S | $0.00 | 2,022 | $0 | 167,268 | -1.2% |
| 2025-12-06 04:30 | 2025-12-03 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $10.30 | 2,340,824 | $24,110,487 | 29,466,352 | +8.6% |
| 2025-12-06 01:16 | 2025-12-03 | HYMC | HYCROFT MINING HOLDING CORP | AMC ENTERTAINMENT HOLDINGS, INC. | 10% owner | Gold | SALE | $0.00 | 2,340,824 | $0 | 76,018 | -96.9% |
| 2025-12-06 01:35 | 2025-12-04 | GEVO | Gevo, Inc. | Gendenjamts Davaajargal | Officer; VP Acctg and Treasurer | Specialty Chemicals | SALE | $2.32 | 2,560 | $5,943 | 60,217 | -4.1% |
| 2025-12-06 00:28 | 2025-12-03 | BCPC | BALCHEM CORP | Fischer David B | Director | Specialty Chemicals | OPT+S | $153.97 | 8,000 | $1,231,748 | 7,989 | -50.0% |
| 2025-12-05 00:14 | 2025-12-04 | RGLD | ROYAL GOLD INC | Breeze Daniel | Officer; SVP Corp Dev of RGLD Gold AG | Gold | SALE | $202.23 | 970 | $196,163 | 19,409 | -4.8% |
| 2025-12-05 00:08 | 2025-12-02 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $18.74 | 500 | $9,370 | 221,566 | +0.2% |
| 2025-12-05 01:27 | 2025-11-20 | SXT | SENSIENT TECHNOLOGIES CORP | WHITELAW ESSIE | Director | Specialty Chemicals | SALE | $94.81 | 4,518 | $428,383 | 17,128 | -20.9% |
| 2025-12-04 05:42 | - | ASPI | ASP Isotopes Inc. | Mann Paul Elliot | Director, Officer; Executive Chairman | Chemicals | SALE | $5.75 | 162,153 | $932,866 | 7,759,538 | -2.0% |
| 2025-12-04 00:35 | 2025-12-01 | NEM | NEWMONT Corp /DE/ | Brook Bruce R | Director | Gold | SALE | $92.36 | 2,080 | $192,109 | 32,709 | -6.0% |
| 2025-12-04 04:27 | 2025-12-03 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $139.00 | 400 | $55,600 | 1,265 | -24.0% |
| 2025-12-02 22:58 | 2025-11-28 | FRD | FRIEDMAN INDUSTRIES INC | Scott Sandra Kay | Director | Steel | BUY | $20.16 | 1,000 | $20,160 | 10,569 | +10.5% |
| 2025-12-03 02:07 | 2025-11-28 | TMC | TMC the metals Co Inc. | O'Sullivan Anthony | Officer; Chief Development Officer | Other Industrial Metals & Mining | SALE | $6.64 | 100,000 | $664,000 | 2,025,667 | -4.7% |
| 2025-12-03 05:00 | 2025-11-28 | ATLX | Atlas Lithium Corp | Noriega Roger | Director | Other Industrial Metals & Mining | SALE | $5.03 | 15,000 | $75,408 | 265,201 | -5.4% |
| 2025-12-03 04:30 | 2025-12-01 | RS | RELIANCE, INC. | Koch Stephen Paul | Officer; Exec. VP, COO | Steel | SALE | $283.56 | 3,066 | $869,389 | 14,021 | -17.9% |
| 2025-12-03 00:53 | 2025-11-28 | CLW | Clearwater Paper Corp | Bowden Steve M | Officer; Sr. V.P. | Paper & Paper Products | SALE | $18.14 | 8,889 | $161,246 | 68,516 | -11.5% |
| 2025-12-03 04:31 | 2025-12-01 | RS | RELIANCE, INC. | Lewis Karla R | Director, Officer; President, CEO | Steel | SALE | $283.50 | 5,809 | $1,646,832 | 84,421 | -6.4% |
| 2025-12-02 00:58 | 2025-11-28 | DD | DuPont de Nemours, Inc. | Hoover Erik T. | Officer; SVP & General Counsel | Specialty Chemicals | OPT+S | $39.79 | 6,005 | $238,939 | 112,101 | -5.1% |
| 2025-12-02 00:57 | 2025-11-28 | DD | DuPont de Nemours, Inc. | Koch Lori | Director, Officer; CEO | Specialty Chemicals | OPT+S | $39.46 | 9,011 | $355,574 | 288,326 | -3.0% |
| 2025-12-01 22:43 | 2025-11-26 | UFPI | UFP INDUSTRIES INC | Wooldridge Michael G. | Director | Lumber & Wood Production | SALE | $93.43 | 1,192 | $111,369 | 14,697 | -7.5% |
| 2025-11-29 05:46 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; Interim CEO and COO | Chemicals | SALE | $5.77 | 25,000 | $144,225 | 1,554,693 | -1.6% |
| 2025-11-29 05:41 | - | ASPI | ASP Isotopes Inc. | Mann Paul Elliot | Director, Officer; Executive Officer | Chemicals | SALE | $6.97 | 162,500 | $1,132,983 | 7,921,691 | -2.0% |
| 2025-11-28 18:05 | 2025-11-26 | OLN | OLIN Corp | VERMILLION TERESA M | Officer; VP & Treasurer | Chemicals | OPT+S | $20.86 | 4,500 | $93,850 | 17,199 | -20.7% |
| 2025-11-27 01:19 | 2025-11-17 | LAC | LITHIUM AMERICAS CORP. | GRANDY EDWARD | Officer; Sr VP, GC & Secretary | Other Industrial Metals & Mining | SALE | $8.24 | 14 | $115 | 135,452 | 0.0% |
| 2025-11-26 20:44 | 2025-11-25 | IAUX | i-80 Gold Corp. | Seaman John William | Director | Gold | BUY | $1.03 | 30,000 | $30,900 | 326,942 | +10.1% |
| 2025-11-26 02:28 | 2025-11-24 | ECL | ECOLAB INC. | De Boo Alexander A. | Officer; EVP & PRES - GLOBAL MARKETS | Specialty Chemicals | OPT+S | $268.25 | 1,422 | $381,452 | 5,726 | -19.9% |
| 2025-11-25 19:59 | 2025-11-21 | MTX | MINERALS TECHNOLOGIES INC | ARGIRAKIS BRETT | Officer; Group President | Specialty Chemicals | OPT+S | $58.68 | 6,501 | $381,459 | 27,602 | -19.1% |
| 2025-11-25 22:08 | 2025-11-21 | FRD | FRIEDMAN INDUSTRIES INC | Taylor Mike J | Director, Officer; President / CEO / Director | Steel | BUY | $19.38 | 2,000 | $38,750 | 221,066 | +0.9% |
| 2025-11-25 16:14 | 2025-11-24 | SMID | SMITH MIDLAND CORP | Gerhardt Richard | Director | Building Materials | SALE | $33.26 | 666 | $22,153 | 5,137 | -11.5% |
| 2025-11-26 01:23 | 2025-11-24 | NWPX | NWPX Infrastructure, Inc. | Brittain Miles | Officer; Executive Vice President | Steel | SALE | $56.41 | 4,000 | $225,640 | 25,725 | -13.5% |
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.