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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-11-25 23:13 | 2019-11-25 | MLM | MARTIN MARIETTA MATERIALS INC | KORALESKI JOHN J | Director | Building Materials | BUY | $260.23 | 1,000 | $260,227 | 1,000 | +100.0% |
| 2019-11-25 19:08 | 2019-11-22 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $6.67 | 60,916 | $406,310 | 106,120 | -36.5% |
| 2019-11-22 21:55 | 2019-11-21 | CTRA | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director, Officer; Chief Executive Officer | Coking Coal | BUY | $6.91 | 7,500 | $51,825 | 67,843 | +12.4% |
| 2019-11-22 21:54 | 2019-11-20 | CTRA | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; Chief Operating Officer | Coking Coal | BUY | $7.20 | 13,000 | $93,600 | 13,000 | +100.0% |
| 2019-11-23 00:30 | 2019-11-22 | NIOBF | NIOCORP DEVELOPMENTS LTD | Smith Mark A. | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.59 | 14,555 | $8,544 | 18,900,000 | +0.1% |
| 2019-11-23 01:11 | 2019-11-21 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP,Sales, Mkt Dev & Sup Chn | Agricultural Inputs | OPT+S | $45.50 | 13,000 | $591,438 | 82,072 | -13.7% |
| 2019-11-23 00:49 | 2019-11-21 | GPR | Green Plains Inc. | MAPES MICHELLE | Officer; Chief Legal and Admin Officer | Chemicals | SALE | $15.40 | 5,000 | $76,980 | 36,877 | -11.9% |
| 2019-11-22 23:32 | 2019-11-20 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; EVP,Operations | Specialty Chemicals | BUY | $3.13 | 5,000 | $15,650 | 38,874 | +14.8% |
| 2019-11-22 00:39 | 2019-11-19 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $13.15 | 2,195 | $28,864 | 256,122 | +0.9% |
| 2019-11-22 00:11 | 2019-11-20 | CTRA | Alpha Metallurgical Resources, Inc. | DAVIDSON KEMPNER PARTNERS | 10% owner | Coking Coal | SALE | $6.94 | 73,000 | $506,620 | 1,803,285 | -3.9% |
| 2019-11-22 00:11 | 2019-11-20 | CTRA | Alpha Metallurgical Resources, Inc. | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10% owner | Coking Coal | SALE | $6.94 | 73,000 | $506,620 | 1,803,285 | -3.9% |
| 2019-11-22 01:14 | 2019-11-19 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $108.84 | 12,500 | $1,360,525 | 33,791 | -27.0% |
| 2019-11-21 23:50 | 2019-11-20 | OLN | OLIN Corp | MCINTOSH JOHN L | Officer; EVP, Synergies & Systems | Chemicals | SALE | $16.86 | 9,000 | $151,770 | 81,227 | -10.0% |
| 2019-11-22 00:46 | 2019-11-21 | SYNL | Ascent Industries Co. | Wright Murray H | Director | Chemicals | BUY | $13.40 | 1,000 | $13,400 | 86,083 | +1.2% |
| 2019-11-21 22:59 | 2019-11-20 | IOSP | INNOSPEC INC. | Watt Brian | Officer; VP, Strat Plan & Regulatory | Specialty Chemicals | SALE | $96.71 | 3,000 | $290,116 | 24,888 | -10.8% |
| 2019-11-21 00:12 | 2019-11-19 | LIN | LINDE PLC | Roby Anne K | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $209.51 | 2,355 | $493,398 | 27,218 | -8.0% |
| 2019-11-20 21:49 | 2019-11-18 | ASH | Ashland Inc. | WILLIS J KEVIN | Officer; Chief Financial Officer | Specialty Chemicals | OPT+S | $78.25 | 3,060 | $239,458 | 1,345 | -69.5% |
| 2019-11-21 01:47 | 2019-11-19 | VMC | Vulcan Materials CO | Pigg Randy L. | Officer; Vice President and Controller | Building Materials | SALE | $140.64 | 643 | $90,432 | 0 | -100.0% |
| 2019-11-20 21:50 | 2019-11-18 | ASH | Ashland Inc. | Ganz Peter | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $78.16 | 2,062 | $161,171 | 40,150 | -4.9% |
| 2019-11-21 00:38 | 2019-11-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $65.19 | 100,000 | $6,518,550 | 62,931,838 | -0.2% |
| 2019-11-21 00:07 | 2019-11-19 | SXC | SunCoke Energy, Inc. | SWEETNAM JAMES E | Director | Coking Coal | BUY | $4.71 | 5,300 | $24,963 | 28,417 | +22.9% |
| 2019-11-20 21:59 | 2019-11-18 | ASH | Ashland Inc. | HEITMAN WILLIAM J | Officer; Controller | Specialty Chemicals | OPT+S | $78.12 | 799 | $62,417 | 6,303 | -11.3% |
| 2019-11-20 00:28 | 2019-11-18 | SYNL | Ascent Industries Co. | Roberson Maria Haughton | Other | Chemicals | BUY | $13.00 | 500 | $6,500 | 2,500 | +25.0% |
| 2019-11-19 21:13 | 2019-11-19 | CTVA | Corteva, Inc. | Collins James C. Jr. | Director, Officer; Chief Executive Officer | Agricultural Inputs | BUY | $25.50 | 5,000 | $127,500 | 416,641 | +1.2% |
| 2019-11-19 23:50 | 2019-11-18 | LIN | LINDE PLC | Roby Anne K | Officer; Executive Vice President | Specialty Chemicals | SALE | $209.71 | 1,583 | $331,964 | 27,218 | -5.5% |
| 2019-11-20 01:17 | 2019-11-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $133.26 | 924 | $123,132 | 32,612 | -2.8% |
| 2019-11-19 22:42 | 2019-11-19 | LONE | Lonestar Resources US Inc. | ELLIS HENRY | Director | Other Industrial Metals & Mining | BUY | $2.04 | 10,000 | $20,409 | 51,200 | +24.3% |
| 2019-11-19 01:06 | 2019-11-15 | IPI | Intrepid Potash, Inc. | Wyatt Erica | Officer; Chief Human Resources Officer | Agricultural Inputs | BUY | $2.42 | 100 | $242 | 123,723 | +0.1% |
| 2019-11-18 19:36 | 2019-11-15 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $6.66 | 60,855 | $405,294 | 106,113 | -36.4% |
| 2019-11-19 00:23 | 2019-11-14 | IOSP | INNOSPEC INC. | BOON PHILIP JOHN | Officer; Executive VP Business Ops | Specialty Chemicals | OPT+S | $96.21 | 30,000 | $2,886,249 | 9,588 | -75.8% |
| 2019-11-15 20:26 | 2019-11-15 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $50.15 | 3,030 | $151,955 | 146,325 | -2.0% |
| 2019-11-15 18:08 | 2019-11-13 | SMG | SCOTTS MIRACLE-GRO CO | Lukemire Michael C | Officer; President and COO | Agricultural Inputs | OPT+S | $106.26 | 9,788 | $1,040,037 | 35,533 | -21.6% |
| 2019-11-16 02:29 | 2019-11-15 | EXP | EAGLE MATERIALS INC | Powers David B | Director | Building Materials | SALE | $93.11 | 20,000 | $1,862,204 | 66,840 | -23.0% |
| 2019-11-16 02:42 | 2019-11-15 | UAN | CVR PARTNERS, LP | ECTON DONNA R | Director | Agricultural Inputs | SALE | $3.04 | 17,969 | $54,554 | 12,500 | -59.0% |
| 2019-11-15 18:07 | 2019-11-14 | SMG | SCOTTS MIRACLE-GRO CO | STUMP DENISE | Officer; EVP, Global Human Resources | Agricultural Inputs | SALE | $105.92 | 2,249 | $238,242 | 11,211 | -16.7% |
| 2019-11-16 02:10 | 2019-11-13 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $37.18 | 3,500 | $130,130 | 180,404 | -1.9% |
| 2019-11-16 02:10 | 2019-11-13 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $37.18 | 3,500 | $130,130 | 298,219 | -1.2% |
| 2019-11-14 20:32 | 2019-11-13 | SCL | STEPAN CO | Kabbes David | Officer; VP GC & Secretary | Specialty Chemicals | BUY | $97.50 | 821 | $80,048 | 821 | +100.0% |
| 2019-11-14 19:13 | 2019-11-12 | KOP | Koppers Holdings Inc. | Lacy Steven R | Officer; Chief Admin. Officer, GC & Sec | Specialty Chemicals | OPT+S | $42.71 | 5,615 | $239,817 | 34,457 | -14.0% |
| 2019-11-13 17:46 | 2019-11-11 | SHW | SHERWIN WILLIAMS CO | ERTER AARON M | Officer; President, Perf Coatings Grp | Specialty Chemicals | OPT+S | $580.62 | 3,280 | $1,904,434 | 3,506 | -48.3% |
| 2019-11-14 00:04 | 2019-11-08 | SYNL | Ascent Industries Co. | J. Kyle Pennington | Officer; President of subsidiary | Chemicals | SALE | $0.00 | 15,745 | $0 | 78,088 | -16.8% |
| 2019-11-13 18:31 | 2019-11-11 | GPRE | Green Plains Inc. | Mangrove Partners Master Fund, Ltd. | 10% owner | Chemicals | SALE | $15.12 | 223,155 | $3,373,501 | 4,026,769 | -5.3% |
| 2019-11-14 03:33 | 2019-11-11 | IPI | Intrepid Potash, Inc. | CONSIDINE TERRY | Director | Agricultural Inputs | BUY | $2.38 | 100,000 | $237,910 | 138,720 | +258.3% |
| 2019-11-14 00:17 | 2019-11-11 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $36.51 | 750 | $27,383 | 40,423 | -1.8% |
| 2019-11-13 14:42 | 2019-11-12 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | SALE | $99.59 | 5,000 | $497,945 | 15,000 | -25.0% |
| 2019-11-13 14:37 | 2019-11-08 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; VP & CFO | Specialty Chemicals | SALE | $99.40 | 2,000 | $198,802 | 20,997 | -8.7% |
| 2019-11-13 00:59 | 2019-11-07 | SSD | Simpson Manufacturing Co., Inc. | Arevalo Ricardo M | Officer; COO, Simpson Strong-Tie | Lumber & Wood Production | SALE | $83.64 | 1,119 | $93,593 | 1,296 | -46.3% |
| 2019-11-13 00:50 | 2019-11-08 | ECL | ECOLAB INC. | Marsh Laurie M | Officer; EVP - Human Resources | Specialty Chemicals | OPT+S | $191.56 | 14,010 | $2,683,719 | 11,283 | -55.4% |
| 2019-11-13 00:32 | 2019-11-11 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; VP, General Counsel & Corp Sec | Lumber & Wood Production | SALE | $38.26 | 642 | $24,563 | 16,611 | -3.7% |
| 2019-11-13 00:31 | 2019-11-08 | BCC | BOISE CASCADE Co | STOKES NICK | Officer; EVP, BMD | Lumber & Wood Production | SALE | $37.76 | 13,016 | $491,484 | 67,588 | -16.1% |
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.