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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-11-13 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% |
| 2019-11-13 00:28 | 2019-11-08 | BCC | BOISE CASCADE Co | CORRICK THOMAS KEVIN | Director, Officer; CEO | Lumber & Wood Production | OPT+S | $38.08 | 20,923 | $796,748 | 222,752 | -8.6% |
| 2019-11-13 00:26 | 2019-11-11 | BCC | BOISE CASCADE Co | Brown Dean Michael | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $37.64 | 2,529 | $95,192 | 26,667 | -8.7% |
| 2019-11-13 00:30 | 2019-11-08 | BCC | BOISE CASCADE Co | RANCOURT WAYNE M | Officer; EVP, CFO and Treasurer | Lumber & Wood Production | SALE | $37.87 | 7,286 | $275,921 | 94,663 | -7.1% |
| 2019-11-12 23:04 | 2019-11-12 | WLK | Westlake Chemical Partners LP | Mangieri George J | Officer; VP & Chief Accounting Officer | Chemicals | SALE | $22.93 | 5,000 | $114,650 | 0 | -100.0% |
| 2019-11-12 17:41 | 2019-11-08 | WLK | WESTLAKE CORP | Mangieri George J | Officer; SVP & Chief Accounting Officer | Specialty Chemicals | SALE | $75.05 | 1,583 | $118,804 | 1,582 | -50.0% |
| 2019-11-13 00:58 | 2019-11-08 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Director, Officer; President and CEO | Aluminum | SALE | $8.26 | 50,000 | $413,000 | 599,252 | -7.7% |
| 2019-11-12 18:40 | 2019-11-11 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $63.39 | 100,000 | $6,339,450 | 63,031,838 | -0.2% |
| 2019-11-12 14:00 | 2019-11-08 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $6.27 | 58,649 | $367,729 | 105,994 | -35.6% |
| 2019-11-09 01:03 | 2019-11-07 | CENX | CENTURY ALUMINUM CO | Gary Jesse E | Officer; EVP, COO & GC | Aluminum | SALE | $8.36 | 15,244 | $127,440 | 92,432 | -14.2% |
| 2019-11-09 00:18 | 2019-11-07 | LYB | LyondellBasell Industries N.V. | Covezzi Massimo | Officer; SVP Research & Development | Specialty Chemicals | OPT+S | $96.79 | 11,762 | $1,138,431 | 9,634 | -55.0% |
| 2019-11-09 02:10 | 2019-11-05 | IMAHF | I-Minerals Inc | GIRLING WALTER BARRY | Director | Other Industrial Metals & Mining | BUY | $0.03 | 100,000 | $3,000 | 989,903 | +11.2% |
| 2019-11-08 21:12 | 2019-11-07 | FUL | FULLER H B CO | VAN SANT R WILLIAM | Director | Specialty Chemicals | SALE | $51.67 | 10,000 | $516,667 | 7,665 | -56.6% |
| 2019-11-07 23:27 | 2019-11-05 | FUL | FULLER H B CO | Cai Zhiwei | Officer; Executive Vice President, EA | Specialty Chemicals | OPT+S | $51.80 | 55,688 | $2,884,722 | 13,378 | -80.6% |
| 2019-11-08 01:12 | 2019-11-06 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Director, Officer; Chairman of the Board and CEO | Specialty Chemicals | OPT+S | $130.00 | 30,450 | $3,958,500 | 119,434 | -20.3% |
| 2019-11-08 00:28 | 2019-11-06 | RYAM | RAYONIER ADVANCED MATERIALS INC. | BOYNTON PAUL G | Director, Officer; Chairman, President and CEO | Chemicals | BUY | $3.63 | 100,000 | $363,400 | 500,594 | +25.0% |
| 2019-11-07 23:02 | 2019-11-07 | SCL | STEPAN CO | LAWTON GREGORY E | Director | Specialty Chemicals | SALE | $99.75 | 1,290 | $128,678 | 16,025 | -7.5% |
| 2019-11-07 02:29 | 2019-11-04 | CTVA | Corteva, Inc. | GAJARIA RAJAN | Officer; EVP, Business Platforms | Agricultural Inputs | BUY | $26.21 | 7,000 | $183,453 | 54,208 | +14.8% |
| 2019-11-07 01:41 | 2019-11-04 | CTVA | Corteva, Inc. | GLENN TIMOTHY P | Officer; EVP, Chief Commercial Officer | Agricultural Inputs | BUY | $26.20 | 5,150 | $134,907 | 66,064 | +8.5% |
| 2019-11-07 01:37 | 2019-11-04 | CTVA | Corteva, Inc. | FUERER CORNEL B | Officer; SVP, Gen Counsel and Secretary | Agricultural Inputs | BUY | $26.17 | 2,000 | $52,340 | 31,905 | +6.7% |
| 2019-11-07 01:34 | 2019-11-04 | CTVA | Corteva, Inc. | FRIEDMAN GREGORY R | Officer; Executive VP, CFO | Agricultural Inputs | BUY | $26.19 | 3,825 | $100,159 | 61,607 | +6.6% |
| 2019-11-07 03:17 | 2019-11-04 | SSD | Simpson Manufacturing Co., Inc. | Swartzendruber Kevin Lee | Officer; Senior VP of Finance | Lumber & Wood Production | OPT+S | $84.06 | 72 | $6,052 | 0 | -100.0% |
| 2019-11-07 00:36 | 2019-11-05 | K | KELLANOVA | MEJIA MARIA FERNANDA | Officer; Senior Vice President | Gold | SALE | $63.70 | 2,136 | $136,063 | 25,721 | -7.7% |
| 2019-11-07 01:16 | 2019-11-04 | EXP | EAGLE MATERIALS INC | Metcalf Keith W | Officer; President (American Gypsum) | Building Materials | OPT+S | $95.00 | 5,761 | $547,295 | 35,839 | -13.8% |
| 2019-11-07 01:39 | 2019-11-04 | KALU | KAISER ALUMINUM CORP | Parkinson Ray | Officer; VP - Advanced Engineering | Aluminum | SALE | $109.42 | 2,594 | $283,824 | 4,437 | -36.9% |
| 2019-11-06 19:18 | 2019-11-05 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | OPT+S | $51.78 | 8,322 | $430,905 | 23,717 | -26.0% |
| 2019-11-07 01:37 | 2019-11-04 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; SVP & CFO | Aluminum | SALE | $110.00 | 750 | $82,500 | 3,467 | -17.8% |
| 2019-11-07 01:42 | 2019-11-04 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $110.00 | 3,749 | $412,390 | 10,353 | -26.6% |
| 2019-11-07 02:10 | 2019-11-05 | CF | CF Industries Holdings, Inc. | FURBACHER STEPHEN A | Director | Agricultural Inputs | SALE | $47.50 | 3,500 | $166,250 | 49,187 | -6.6% |
| 2019-11-05 20:47 | 2019-11-04 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $10.49 | 28,432 | $298,252 | 2,728,715 | +1.1% |
| 2019-11-05 23:07 | 2019-11-01 | FMC | FMC CORP | BRONDEAU PIERRE R | Director, Officer; CEO and Chariman of Bd | Agricultural Inputs | SALE | $93.45 | 24,738 | $2,311,766 | 29,967 | -45.2% |
| 2019-11-06 01:29 | 2019-11-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $39.68 | 4,000 | $158,720 | 246,073 | -1.6% |
| 2019-11-04 22:31 | 2019-10-31 | PENC | Nano Magic Inc. | Rickert Scott E. | Director, Officer, 10% owner; Chairman | Specialty Chemicals | BUY | $0.65 | 5,128 | $3,333 | 575,227 | +0.9% |
| 2019-11-04 22:28 | 2019-10-31 | PENC | Nano Magic Inc. | Rickert Jeanne M | Director, Officer; Chief Legal Officer | Specialty Chemicals | BUY | $0.65 | 5,128 | $3,333 | 566,937 | +0.9% |
| 2019-11-04 20:17 | 2019-11-01 | UFPI | UFP INDUSTRIES INC | JAMES DONALD L | Officer; XVP Natl Retail Sales & Mktg | Lumber & Wood Production | SALE | $51.31 | 6,000 | $307,884 | 17,017 | -26.1% |
| 2019-11-04 19:27 | 2019-11-01 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.13 | 62,720 | $447,194 | 106,229 | -37.1% |
| 2019-11-02 01:06 | 2019-11-01 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | SALE | $107.37 | 658 | $70,649 | 65,682 | -1.0% |
| 2019-11-01 23:24 | 2019-10-31 | K | KELLANOVA | Hirst Alistair D | Officer; Senior Vice President | Gold | SALE | $63.88 | 2,500 | $159,700 | 33,643 | -6.9% |
| 2019-11-01 20:56 | 2019-10-31 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.12 | 7,500 | $926 | 3,220,414 | +0.2% |
| 2019-11-01 23:22 | 2019-10-31 | K | KELLANOVA | PILNICK GARY H | Officer; Vice Chairman | Gold | SALE | $63.73 | 20,655 | $1,316,356 | 50,197 | -29.2% |
| 2019-11-01 19:22 | 2019-10-31 | NG | NOVAGOLD RESOURCES INC | Dowdall Sharon | Director | Gold | OPT+S | $7.19 | 64,063 | $460,613 | 32,480 | -66.4% |
| 2019-10-31 17:58 | 2019-10-30 | FUL | FULLER H B CO | Martsching Robert J | Officer; VP, Corporate Controller | Specialty Chemicals | SALE | $49.29 | 1,700 | $83,786 | 8,245 | -17.1% |
| 2019-11-01 01:00 | 2019-10-30 | KALU | KAISER ALUMINUM CORP | Krouse Mark | Officer; VP - Human Resources | Aluminum | SALE | $108.06 | 2,283 | $246,694 | 1,782 | -56.2% |
| 2019-10-31 19:10 | 2019-10-30 | UFPI | UFP INDUSTRIES INC | WEBSTER PATRICK M | Officer; President and COO | Lumber & Wood Production | SALE | $49.74 | 8,253 | $410,505 | 220,526 | -3.6% |
| 2019-11-01 00:51 | 2019-10-29 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; SVP & CFO | Aluminum | SALE | $108.01 | 750 | $81,008 | 4,217 | -15.1% |
| 2019-10-31 23:54 | 2019-10-31 | NEU | NEWMARKET CORP | Hazelgrove Bruce R III | Officer; EVP & CAO | Specialty Chemicals | SALE | $479.16 | 171 | $81,936 | 358 | -32.3% |
| 2019-10-31 01:08 | 2019-10-28 | KALU | KAISER ALUMINUM CORP | Parkinson Ray | Officer; VP - Advanced Engineering | Aluminum | SALE | $108.61 | 1,400 | $152,053 | 8,431 | -14.2% |
| 2019-10-30 16:50 | 2019-10-29 | UFPI | UFP INDUSTRIES INC | PETERS ALLEN T | Officer; President, UFP Western Div. | Lumber & Wood Production | SALE | $52.20 | 2,017 | $105,296 | 101,115 | -2.0% |
| 2019-10-30 17:54 | 2019-10-28 | PHD | Pioneer Floating Rate Fund, Inc. | Saba Capital Management, L.P. | 10% owner | Gold | BUY | $10.47 | 5,659 | $59,250 | 2,700,283 | +0.2% |
| 2019-10-31 01:31 | 2019-10-28 | KALU | KAISER ALUMINUM CORP | Wilcox Brett | Director | Aluminum | SALE | $108.45 | 4,000 | $433,800 | 12,797 | -23.8% |
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.