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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-08-16 00:33 | 2019-08-13 | KALU | KAISER ALUMINUM CORP | ELLSWORTH MELINDA C | Officer; VP IR & Corp. Communications | Aluminum | SALE | $96.00 | 600 | $57,600 | 6,641 | -8.3% |
| 2019-08-16 01:44 | 2019-08-14 | SXC | SunCoke Energy, Inc. | ROWE JOHN W | Director | Coking Coal | BUY | $5.91 | 15,974 | $94,406 | 15,974 | +100.0% |
| 2019-08-15 23:38 | 2019-08-15 | GPRE | Green Plains Inc. | EDWARDS S EUGENE | Director | Chemicals | BUY | $7.15 | 15,000 | $107,250 | 45,620 | +49.0% |
| 2019-08-14 23:16 | 2019-08-13 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $5.48 | 9,891 | $54,213 | 47,638 | -17.2% |
| 2019-08-14 22:46 | 2019-08-14 | LONE | Lonestar Resources US Inc. | WOLSEY RANDY L | Director | Other Industrial Metals & Mining | BUY | $2.50 | 5,000 | $12,490 | 20,000 | +33.3% |
| 2019-08-14 23:51 | 2019-08-13 | ESI | Element Solutions Inc | Benson Scot | Director, Officer; President & COO | Specialty Chemicals | BUY | $9.37 | 10,000 | $93,720 | 170,329 | +6.2% |
| 2019-08-14 23:16 | 2019-08-14 | ASIX | AdvanSix Inc. | Marberry Michael | Director | Chemicals | BUY | $21.34 | 4,350 | $92,829 | 48,474 | +9.9% |
| 2019-08-14 23:47 | 2019-08-14 | LYB | LyondellBasell Industries N.V. | Bindra Jagjeet S. | Director | Specialty Chemicals | BUY | $73.48 | 1,360 | $99,935 | 10,529 | +14.8% |
| 2019-08-14 20:24 | 2019-08-12 | OLN | OLIN Corp | Smith Vince J | Director | Chemicals | BUY | $17.00 | 5,000 | $85,000 | 37,304 | +15.5% |
| 2019-08-15 01:17 | 2019-08-13 | RGLD | ROYAL GOLD INC | Hayes William M. | Director | Gold | SALE | $125.00 | 18,369 | $2,296,125 | 6,270 | -74.6% |
| 2019-08-14 18:14 | 2019-08-14 | LONE | Lonestar Resources US Inc. | Schneider Barry | Officer; CHIEF OPERATING OFFICER | Other Industrial Metals & Mining | BUY | $2.52 | 4,000 | $10,080 | 123,326 | +3.4% |
| 2019-08-14 17:38 | 2019-08-13 | KOP | Koppers Holdings Inc. | Johnson R. Michael | Officer; VP Utility and Industrial Prod | Specialty Chemicals | BUY | $28.92 | 12,000 | $347,072 | 215,787 | +5.9% |
| 2019-08-15 01:26 | 2019-08-13 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; CEO and President | Gold | SALE | $124.59 | 46,570 | $5,802,156 | 52,416 | -47.0% |
| 2019-08-13 22:00 | 2019-08-09 | OLN | OLIN Corp | VERMILLION TERESA M | Officer; VP & Treasurer | Chemicals | BUY | $17.73 | 230 | $4,077 | 2,873 | +8.7% |
| 2019-08-13 21:45 | 2019-08-09 | SCL | STEPAN CO | Moriarty Sean Thomas | Officer; VP & GM Polymers | Specialty Chemicals | OPT+S | $95.11 | 1,092 | $103,864 | 4,501 | -19.5% |
| 2019-08-13 23:07 | 2019-08-09 | MUX | McEwen Inc. | Brissenden Richard W. | Director | Other Precious Metals & Mining | OPT+S | $2.01 | 25,000 | $50,268 | 0 | -100.0% |
| 2019-08-14 04:45 | 2019-08-12 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director | Agricultural Inputs | BUY | $3.23 | 20,000 | $64,500 | 11,771,383 | +0.2% |
| 2019-08-14 01:19 | 2019-08-12 | KRO | KRONOS WORLDWIDE INC | MOORE CECIL H JR | Director | Specialty Chemicals | BUY | $10.50 | 2,000 | $21,000 | 19,324 | +11.5% |
| 2019-08-13 20:51 | 2019-08-09 | FMC | FMC CORP | BRONDEAU PIERRE R | Director, Officer; CEO and Chariman of Bd | Agricultural Inputs | OPT+S | $88.90 | 196,466 | $17,465,827 | 238,831 | -45.1% |
| 2019-08-12 13:01 | 2019-08-08 | DOW | DOW INC. | Yohannes Daniel | Director | Chemicals | BUY | $46.71 | 1,000 | $46,707 | 5,103 | +24.4% |
| 2019-08-12 21:26 | 2019-08-08 | CTRA | Alpha Metallurgical Resources, Inc. | Eidson Charles Andrew | Officer; Chief Financial Officer | Coking Coal | SALE | $31.55 | 1,015 | $32,023 | 30,176 | -3.3% |
| 2019-08-12 16:25 | 2019-08-08 | SMG | SCOTTS MIRACLE-GRO CO | Hanft Adam | Director | Agricultural Inputs | SALE | $110.07 | 7,500 | $825,505 | 43,403 | -14.7% |
| 2019-08-12 21:54 | 2019-08-09 | KRO | KRONOS WORLDWIDE INC | NACE ANDREW B | Officer; Executive Vice President | Specialty Chemicals | BUY | $11.21 | 6,000 | $67,280 | 6,475 | +1,263.2% |
| 2019-08-12 13:01 | 2019-08-08 | DOW | DOW INC. | BUSH WESLEY G | Director | Chemicals | BUY | $46.64 | 5,000 | $233,224 | 5,000 | +100.0% |
| 2019-08-12 22:11 | 2019-08-09 | KRO | KRONOS WORLDWIDE INC | GRAHAM ROBERT D | Officer; Vice Chairman, President & CEO | Specialty Chemicals | BUY | $10.75 | 5,000 | $53,750 | 16,000 | +45.5% |
| 2019-08-13 00:21 | 2019-08-12 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $61.51 | 100,000 | $6,150,500 | 63,631,838 | -0.2% |
| 2019-08-13 01:55 | 2019-08-12 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $7.09 | 17,740 | $125,777 | 562,265 | -3.1% |
| 2019-08-12 18:43 | 2019-08-09 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $7.02 | 10,676 | $74,946 | 562,265 | -1.9% |
| 2019-08-10 00:44 | 2019-08-07 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $109.34 | 161,706 | $17,681,726 | 15,057,505 | -1.1% |
| 2019-08-09 17:43 | 2019-08-07 | OLN | OLIN Corp | VERMILLION TERESA M | Officer; VP & Treasurer | Chemicals | BUY | $18.12 | 600 | $10,872 | 2,643 | +29.4% |
| 2019-08-09 14:33 | 2019-08-07 | ESI | Element Solutions Inc | Gliklich Benjamin | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $9.54 | 7,500 | $71,525 | 99,011 | +8.2% |
| 2019-08-10 01:46 | 2019-08-02 | SRGZ | Star Gold Corp. | STOPHER KELLY | Officer; CFO | Other Precious Metals & Mining | BUY | $0.04 | 5,000 | $191 | 544,396 | +0.9% |
| 2019-08-09 23:36 | 2019-08-08 | BCC | BOISE CASCADE Co | Brown Dean Michael | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $29.91 | 3,947 | $118,042 | 29,196 | -11.9% |
| 2019-08-10 00:42 | 2019-08-07 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $109.34 | 161,706 | $17,681,726 | 2,682,722 | -5.7% |
| 2019-08-09 17:47 | 2019-08-07 | OLN | OLIN Corp | BUNCH C ROBERT | Director | Chemicals | BUY | $17.85 | 10,000 | $178,490 | 16,665 | +150.0% |
| 2019-08-09 19:19 | 2019-08-08 | NG | NOVAGOLD RESOURCES INC | Nauman Clynton R. | Director | Gold | OPT+S | $6.79 | 62,712 | $425,814 | 163,558 | -27.7% |
| 2019-08-08 16:27 | 2019-08-06 | SMG | SCOTTS MIRACLE-GRO CO | King James D | Officer; EVP and CCO | Agricultural Inputs | SALE | $108.62 | 1,751 | $190,194 | 7,002 | -20.0% |
| 2019-08-08 17:18 | 2019-08-06 | OLN | OLIN Corp | Shipp Earl L | Director | Chemicals | BUY | $17.92 | 250 | $4,479 | 8,918 | +2.9% |
| 2019-08-08 18:54 | 2019-08-06 | CTRA | Alpha Metallurgical Resources, Inc. | Geiger Daniel J. | Director | Coking Coal | SALE | $31.49 | 2,000 | $62,980 | 19,306 | -9.4% |
| 2019-08-08 19:32 | 2019-08-08 | CLF | CLEVELAND-CLIFFS INC. | Fisher Robert P Jr | Director | Steel | BUY | $8.84 | 3,000 | $26,520 | 117,091 | +2.6% |
| 2019-08-08 20:01 | 2019-08-08 | TROX | Tronox Holdings plc | Hinman Wayne A | Director | Chemicals | BUY | $8.80 | 5,000 | $43,985 | 152,455 | +3.4% |
| 2019-08-08 23:39 | 2019-08-07 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP,Sales,Mkt Dev & Sup Chn | Agricultural Inputs | OPT+S | $50.16 | 21,600 | $1,083,456 | 82,072 | -20.8% |
| 2019-08-08 19:19 | 2019-08-08 | CLF | CLEVELAND-CLIFFS INC. | BALDWIN JOHN T | Director | Steel | BUY | $8.70 | 6,000 | $52,200 | 107,727 | +5.9% |
| 2019-08-09 04:44 | 2019-08-07 | CC | Chemours Co | CRANSTON MARY B | Director | Specialty Chemicals | BUY | $13.99 | 1,790 | $25,042 | 36,018 | +5.2% |
| 2019-08-09 00:06 | 2019-08-07 | EXP | EAGLE MATERIALS INC | BOWMAN ED H JR | Director | Building Materials | SALE | $84.52 | 2,492 | $210,624 | 13,894 | -15.2% |
| 2019-08-08 00:36 | 2019-08-05 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $108.83 | 173,336 | $18,864,053 | 15,219,211 | -1.1% |
| 2019-08-07 23:16 | 2019-08-05 | EXP | EAGLE MATERIALS INC | Metcalf Keith W | Officer; President (American Gypsum) | Building Materials | OPT+S | $81.33 | 10,980 | $893,052 | 47,107 | -18.9% |
| 2019-08-08 00:14 | 2019-08-05 | CDE | Coeur Mining, Inc. | Nault Casey M. | Officer; SVP & General Counsel | Gold | SALE | $5.01 | 30,000 | $150,300 | 377,744 | -7.4% |
| 2019-08-07 21:22 | 2019-08-07 | CLF | CLEVELAND-CLIFFS INC. | Koci Keith | Officer; EVP, Chief Financial Officer | Steel | BUY | $8.39 | 30,000 | $251,682 | 74,349 | +67.6% |
| 2019-08-08 00:34 | 2019-08-05 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $108.76 | 152,331 | $16,567,291 | 2,844,428 | -5.1% |
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.