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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-08-23 16:53 | 2019-08-21 | OLN | OLIN Corp | Alderman Heidi S | Director | Chemicals | BUY | $16.69 | 2,000 | $33,374 | 2,000 | +100.0% |
| 2019-08-23 22:44 | 2019-08-21 | CTRA | Alpha Metallurgical Resources, Inc. | Stanley Kevin Lee | Officer; Chief Commercial Officer | Coking Coal | OPT+S | $30.03 | 1,987 | $59,670 | 14,044 | -12.4% |
| 2019-08-23 17:43 | 2019-08-23 | LONE | Lonestar Resources US Inc. | OGLESBY STEPHEN H | Director | Other Industrial Metals & Mining | BUY | $2.51 | 5,000 | $12,550 | 15,000 | +50.0% |
| 2019-08-24 00:56 | 2019-08-21 | SSD | Simpson Manufacturing Co., Inc. | Dankel Roger | Officer; President, Simpson Strong-Tie | Lumber & Wood Production | SALE | $64.39 | 1,300 | $83,707 | 0 | -100.0% |
| 2019-08-24 02:07 | 2019-08-23 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.05 | 5,000 | $15,250 | 18,309,236 | +0.0% |
| 2019-08-23 19:51 | 2019-08-21 | METC | Ramaco Resources, Inc. | Bauersachs Michael Dale | Director, Officer; President & CEO | Coking Coal | BUY | $4.00 | 3,135 | $12,540 | 1,561,105 | +0.2% |
| 2019-08-23 17:00 | 2019-08-22 | IOSP | INNOSPEC INC. | Watt Brian | Officer; VP, Strat Plan & Regulatory | Specialty Chemicals | SALE | $84.16 | 3,000 | $252,474 | 27,888 | -9.7% |
| 2019-08-22 20:56 | 2019-08-20 | CTRA | Alpha Metallurgical Resources, Inc. | Geiger Daniel J. | Director | Coking Coal | SALE | $30.22 | 2,000 | $60,438 | 17,306 | -10.4% |
| 2019-08-22 21:40 | 2019-08-22 | IPI | Intrepid Potash, Inc. | Clearway Capital Management Ltd. | 10% owner | Agricultural Inputs | BUY | $3.02 | 50,000 | $151,140 | 17,119,822 | +0.3% |
| 2019-08-23 01:15 | 2019-08-22 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.05 | 2,296 | $7,003 | 18,304,236 | +0.0% |
| 2019-08-22 18:41 | 2019-08-21 | METC | Ramaco Resources, Inc. | Bauersachs Michael Dale | Director, Officer; President & CEO | Coking Coal | BUY | $3.96 | 31,377 | $124,096 | 1,557,970 | +2.1% |
| 2019-08-23 02:41 | 2019-08-22 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | BUY | $0.57 | 100,000 | $57,000 | 932,985 | +12.0% |
| 2019-08-22 18:24 | 2019-08-22 | CLF | CLEVELAND-CLIFFS INC. | Koci Keith | Officer; EVP, Chief Financial Officer | Steel | BUY | $8.08 | 12,500 | $100,999 | 86,849 | +16.8% |
| 2019-08-22 23:43 | 2019-08-21 | MOS | MOSAIC CO | BEEBE CHERYL K | Director | Agricultural Inputs | BUY | $19.21 | 12,998 | $249,692 | 23,704 | +121.4% |
| 2019-08-22 20:50 | 2019-08-22 | CLF | CLEVELAND-CLIFFS INC. | BALDWIN JOHN T | Director | Steel | BUY | $8.27 | 7,000 | $57,890 | 114,727 | +6.5% |
| 2019-08-21 18:50 | 2019-08-20 | WLK | WESTLAKE CORP | Jenkins Dorothy C | Director, 10% owner | Specialty Chemicals | OPT+S | $62.30 | 390 | $24,296 | 67,228 | -0.6% |
| 2019-08-21 19:15 | 2019-08-20 | MMP | Magellan Midstream Partners, L.P. | Joung Chansoo | Director | Aluminum | BUY | $67.28 | 5,000 | $336,414 | 5,000 | +100.0% |
| 2019-08-21 21:22 | 2019-08-19 | CMT | CORE MOLDING TECHNOLOGIES INC | Smith Andrew O | Director | Specialty Chemicals | BUY | $6.00 | 3,000 | $18,000 | 30,652 | +10.8% |
| 2019-08-21 01:10 | 2019-08-19 | ECL | ECOLAB INC. | Brown Darrell R | Officer; EVP & Pres - Global Industrial | Specialty Chemicals | SALE | $207.95 | 2,280 | $474,126 | 8,061 | -22.0% |
| 2019-08-20 18:33 | 2019-08-16 | METC | Ramaco Resources, Inc. | Atkins Randall Whittaker | Director, Officer; Executive Chairman | Coking Coal | BUY | $3.87 | 10,000 | $38,668 | 2,190,202 | +0.5% |
| 2019-08-20 16:08 | 2019-08-16 | METC | Ramaco Resources, Inc. | Graney Patrick C III | Director | Coking Coal | BUY | $3.57 | 46,000 | $164,436 | 113,044 | +68.6% |
| 2019-08-20 23:31 | 2019-08-20 | ALB | Albemarle Corporation | Norris Eric | Officer; President, Lithium | Specialty Chemicals | BUY | $64.66 | 3,090 | $199,790 | 3,090 | +100.0% |
| 2019-08-21 00:56 | 2019-08-19 | IPI | Intrepid Potash, Inc. | Wyatt Erica | Officer; Chief Human Resources Officer | Agricultural Inputs | BUY | $3.16 | 100 | $316 | 131,268 | +0.1% |
| 2019-08-20 21:08 | 2019-08-20 | RGLD | ROYAL GOLD INC | Kirchhoff Bruce Christopher | Officer; VP, GC and Secretary | Gold | SALE | $127.16 | 1,417 | $180,186 | 46,295 | -3.0% |
| 2019-08-20 23:23 | 2019-08-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $63.22 | 100,000 | $6,322,250 | 63,531,838 | -0.2% |
| 2019-08-19 17:00 | 2019-08-16 | LXU | LSB INDUSTRIES, INC. | White Lynn F | Director | Chemicals | BUY | $4.21 | 10,000 | $42,100 | 44,689 | +28.8% |
| 2019-08-20 01:15 | 2019-08-15 | HCC | WARRIOR MET COAL, INC. | Boyles Dale W | Officer; Chief Financial Officer | Coking Coal | BUY | $22.22 | 1,200 | $26,664 | 40,571 | +3.0% |
| 2019-08-19 23:33 | 2019-08-16 | CMP | COMPASS MINERALS INTERNATIONAL INC | Crutchfield Kevin S | Director, Officer; President and CEO | Other Industrial Metals & Mining | BUY | $49.46 | 2,000 | $98,920 | 2,000 | +100.0% |
| 2019-08-20 00:42 | 2019-08-16 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $110.62 | 929 | $102,766 | 35,393 | -2.6% |
| 2019-08-19 23:06 | 2019-08-15 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director AsiaPacific | Specialty Chemicals | SALE | $182.28 | 1,408 | $256,650 | 8,228 | -14.6% |
| 2019-08-19 23:01 | 2019-08-15 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $6.28 | 3,500 | $21,980 | 156,697 | +2.3% |
| 2019-08-16 22:54 | 2019-08-15 | LIN | LINDE PLC | Eulitz Bernd Hugo | Officer; Executive VP Americas Gases | Specialty Chemicals | OPT+S | $186.43 | 335 | $62,454 | 10,904 | -3.0% |
| 2019-08-17 00:22 | 2019-08-16 | HL | HECLA MINING CO/DE/ | Boggs Catherine J | Director | Other Precious Metals & Mining | BUY | $1.50 | 40,540 | $60,806 | 40,540 | +100.0% |
| 2019-08-17 00:46 | 2019-08-14 | SNES | SenesTech, Inc. | Dyer Cheryl Ann | Officer; Pres. & Chief Research Officer | Specialty Chemicals | SALE | $1.19 | 40,000 | $47,720 | 376,091 | -9.6% |
| 2019-08-17 00:46 | 2019-08-14 | SNES | SenesTech, Inc. | Mayer Loretta Powers | Director, Officer; Chief Scientific Officer | Specialty Chemicals | SALE | $1.21 | 40,000 | $48,488 | 371,165 | -9.7% |
| 2019-08-16 23:34 | 2019-08-15 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | BUY | $7.60 | 4,000 | $30,392 | 83,510 | +5.0% |
| 2019-08-16 22:23 | 2019-08-14 | TSE | Trinseo PLC | BOZICH FRANK A | Director, Officer; President and CEO | Specialty Chemicals | BUY | $28.97 | 15,000 | $434,520 | 50,819 | +41.9% |
| 2019-08-16 19:02 | 2019-08-15 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $7.09 | 14,040 | $99,544 | 562,265 | -2.4% |
| 2019-08-16 19:02 | 2019-08-15 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $7.03 | 60,896 | $428,099 | 164,095 | -27.1% |
| 2019-08-16 23:38 | 2019-08-14 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $38.65 | 3,500 | $135,275 | 308,719 | -1.1% |
| 2019-08-16 23:33 | 2019-08-14 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and Chief S&EA Officer | Gold | SALE | $38.65 | 3,500 | $135,275 | 190,904 | -1.8% |
| 2019-08-16 19:59 | 2019-08-16 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $66.38 | 7,000 | $464,625 | 14,397 | -32.7% |
| 2019-08-15 17:53 | 2019-08-13 | RGLD | ROYAL GOLD INC | Isto Mark | Officer; VP Operations | Gold | OPT+S | $125.02 | 2,173 | $271,668 | 20,498 | -9.6% |
| 2019-08-15 23:14 | 2019-08-15 | LONE | Lonestar Resources US Inc. | Bracken Frank D III | Director, Officer; CEO | Other Industrial Metals & Mining | BUY | $2.44 | 4,000 | $9,764 | 210,284 | +1.9% |
| 2019-08-15 16:12 | 2019-08-13 | SMG | SCOTTS MIRACLE-GRO CO | Vines John R | Director | Agricultural Inputs | SALE | $111.73 | 9,051 | $1,011,241 | 9,437 | -49.0% |
| 2019-08-15 16:13 | 2019-08-13 | SMG | SCOTTS MIRACLE-GRO CO | Hanft Adam | Director | Agricultural Inputs | SALE | $111.48 | 5,000 | $557,421 | 38,403 | -11.5% |
| 2019-08-16 00:19 | 2019-08-13 | KALU | KAISER ALUMINUM CORP | Bartholomew Carolyn | Director | Aluminum | SALE | $95.00 | 1,000 | $95,000 | 14,530 | -6.4% |
| 2019-08-15 14:43 | 2019-08-14 | ESI | Element Solutions Inc | Capps John Edward | Officer; EVP, General Counsel & Sec. | Specialty Chemicals | BUY | $9.00 | 10,000 | $90,000 | 301,740 | +3.4% |
| 2019-08-15 23:54 | 2019-08-13 | GPRE | Green Plains Inc. | Mangrove Partners Master Fund, Ltd. | 10% owner | Chemicals | SALE | $7.73 | 216,342 | $1,672,302 | 3,818,612 | -5.4% |
| 2019-08-15 16:13 | 2019-08-13 | SMG | SCOTTS MIRACLE-GRO CO | KELLY THOMAS N JR | Director | Agricultural Inputs | SALE | $111.91 | 6,167 | $690,121 | 18,811 | -24.7% |
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.