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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-08-08 00:37 | 2019-08-06 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $109.34 | 18,911 | $2,067,787 | 2,736,076 | -0.7% |
| 2019-08-07 23:54 | 2019-08-05 | NEM | NEWMONT Corp /DE/ | Lawson Scott P | Officer; EVP&Chief Integration Officer | Gold | SALE | $37.91 | 3,000 | $113,730 | 124,545 | -2.4% |
| 2019-08-07 23:54 | 2019-08-05 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $37.91 | 750 | $28,433 | 42,673 | -1.7% |
| 2019-08-07 04:40 | 2019-08-05 | CC | Chemours Co | Shelton David C | Officer; SVP, GC & Corp. Secretary | Specialty Chemicals | BUY | $13.82 | 15,000 | $207,257 | 98,269 | +18.0% |
| 2019-08-07 04:20 | 2019-08-06 | CC | Chemours Co | Snell E Bryan | Officer; President - Titanium Tech | Specialty Chemicals | BUY | $13.77 | 12,000 | $165,240 | 117,774 | +11.3% |
| 2019-08-06 23:22 | 2019-08-05 | TMST | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; Executive Vice President & CFO | Steel | BUY | $6.65 | 7,350 | $48,878 | 36,750 | +25.0% |
| 2019-08-06 21:58 | 2019-08-02 | SMG | SCOTTS MIRACLE-GRO CO | Smith Ivan C | Officer; EVP, GC and Secretary | Agricultural Inputs | OPT+S | $109.68 | 38,922 | $4,269,082 | 20,013 | -66.0% |
| 2019-08-07 00:01 | 2019-08-05 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; Sr. VP, Gen. Coun. & Secretary | Agricultural Inputs | OPT+S | $50.74 | 100,500 | $5,099,651 | 94,498 | -51.5% |
| 2019-08-07 00:01 | 2019-08-05 | CF | CF Industries Holdings, Inc. | O'Brien Rosemary L | Officer; VP, Public Affairs | Agricultural Inputs | OPT+S | $50.47 | 5,000 | $252,350 | 32,936 | -13.2% |
| 2019-08-07 02:23 | 2019-08-02 | DOW | DOW INC. | FETTIG JEFF M | Director | Chemicals | BUY | $46.00 | 30,000 | $1,379,955 | 15,000 | +100.0% |
| 2019-08-07 00:20 | 2019-08-06 | TMST | Metallus Inc. | TIMKEN WARD J JR | Director, Officer; President, CEO, Chairman | Steel | BUY | $6.15 | 30,000 | $184,524 | 182,712 | +19.6% |
| 2019-08-07 04:06 | 2019-08-05 | CC | Chemours Co | BELL BRADLEY J | Director | Specialty Chemicals | BUY | $14.67 | 5,000 | $73,350 | 20,400 | +32.5% |
| 2019-08-06 22:22 | 2019-08-02 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | OPT+S | $109.02 | 105,703 | $11,524,069 | 92,083 | -53.4% |
| 2019-08-07 03:48 | 2019-08-05 | CC | Chemours Co | ANASTASIO CURT | Director | Specialty Chemicals | BUY | $14.15 | 3,500 | $49,525 | 3,500 | +100.0% |
| 2019-08-06 00:49 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $109.34 | 182,649 | $19,971,317 | 15,392,547 | -1.2% |
| 2019-08-06 03:00 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | King James D | Officer; EVP and CCO | Agricultural Inputs | OPT+S | $110.33 | 10,903 | $1,202,968 | 8,753 | -55.5% |
| 2019-08-05 22:43 | 2019-08-01 | CTRA | Alpha Metallurgical Resources, Inc. | Kreutzer James Scott | Officer; Chief Operating Officer | Coking Coal | OPT+S | $33.72 | 1,150 | $38,778 | 14,490 | -7.4% |
| 2019-08-05 22:45 | 2019-08-01 | CTRA | Alpha Metallurgical Resources, Inc. | Manno Mark Matthew | Officer; Chief Admin & Legal Off & Sec | Coking Coal | SALE | $33.71 | 3,712 | $125,134 | 30,183 | -11.0% |
| 2019-08-06 03:01 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | Coleman Thomas Randal | Officer; EVP and CFO | Agricultural Inputs | OPT+S | $111.01 | 65,839 | $7,308,873 | 24,070 | -73.2% |
| 2019-08-06 03:02 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | Johnson Stephen L | Director | Agricultural Inputs | SALE | $110.00 | 1,145 | $125,953 | 18,475 | -5.8% |
| 2019-08-06 03:01 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | Hanft Adam | Director | Agricultural Inputs | SALE | $110.53 | 7,500 | $828,963 | 50,903 | -12.8% |
| 2019-08-06 03:00 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | Lukemire Michael C | Officer; President and COO | Agricultural Inputs | SALE | $110.36 | 11,443 | $1,262,888 | 35,533 | -24.4% |
| 2019-08-06 03:00 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | Mistretta Nancy G. | Director | Agricultural Inputs | SALE | $113.00 | 2,500 | $282,500 | 20,954 | -10.7% |
| 2019-08-06 01:00 | 2019-07-08 | SYNL | Ascent Industries Co. | Privet Fund Management LLC | 10% owner, Other | Chemicals | BUY | $0.00 | 74,621 | $0 | 1,221,449 | +6.5% |
| 2019-08-05 20:29 | 2019-08-01 | SHW | SHERWIN WILLIAMS CO | Hodnik David F | Director | Specialty Chemicals | SALE | $521.57 | 501 | $261,307 | 9,569 | -5.0% |
| 2019-08-06 00:48 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $109.31 | 93,808 | $10,253,880 | 2,996,759 | -3.0% |
| 2019-08-06 03:01 | 2019-08-01 | SMG | SCOTTS MIRACLE-GRO CO | STUMP DENISE | Officer; EVP, Global Human Resources | Agricultural Inputs | OPT+S | $109.88 | 17,992 | $1,977,024 | 13,430 | -57.3% |
| 2019-08-06 00:17 | 2019-08-01 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; Chief Executive Officer | Gold | SALE | $35.93 | 4,000 | $143,720 | 814,512 | -0.5% |
| 2019-08-06 00:14 | 2019-08-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Officer; President | Gold | SALE | $35.89 | 16,000 | $574,165 | 256,823 | -5.9% |
| 2019-08-06 00:13 | 2019-08-01 | NEM | NEWMONT Corp /DE/ | MacGowan William N | Officer; EVP, Human Resources | Gold | SALE | $35.93 | 3,000 | $107,790 | 203,351 | -1.5% |
| 2019-08-06 00:51 | 2019-08-05 | BCPC | BALCHEM CORP | MASON SCOTT C | Officer; Vice President | Specialty Chemicals | BUY | $84.74 | 3,000 | $254,220 | 12,524 | +31.5% |
| 2019-08-05 17:50 | 2019-08-02 | LXU | LSB INDUSTRIES, INC. | BEHRMAN MARK T | Director, Officer; CEO and President | Chemicals | BUY | $5.14 | 19,300 | $99,202 | 591,384 | +3.4% |
| 2019-08-05 18:33 | 2019-08-02 | TMRC | Texas Mineral Resources Corp. | SC Fundamental Value Fund, L.P. | 10% owner, Other | Other Industrial Metals & Mining | SALE | $0.36 | 5,000,257 | $1,800,093 | 111,369 | -97.8% |
| 2019-08-02 14:23 | 2019-07-31 | SHW | SHERWIN WILLIAMS CO | IPPOLITO PETER J. | Officer; President, The Americas Group | Specialty Chemicals | OPT+S | $513.05 | 5,284 | $2,710,956 | 0 | -100.0% |
| 2019-08-02 14:09 | 2019-07-31 | SHW | SHERWIN WILLIAMS CO | CRONIN JANE M. | Officer; SVP - Corporate Controller | Specialty Chemicals | OPT+S | $515.00 | 1,627 | $837,905 | 2,915 | -35.8% |
| 2019-08-02 17:56 | 2019-08-01 | UFPI | UFP INDUSTRIES INC | Tutas David A. | Officer; Chief Comp Off, Gen Csl, Secty | Lumber & Wood Production | SALE | $40.45 | 750 | $30,338 | 1,107 | -40.4% |
| 2019-08-03 00:12 | 2019-08-01 | ECL | ECOLAB INC. | Blanco Alex N | Officer; EVP & Chief Supply Chain Off | Specialty Chemicals | OPT+S | $203.07 | 51,400 | $10,437,695 | 8,025 | -86.5% |
| 2019-08-03 01:00 | 2019-08-02 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Chief Growth Officer | Building Materials | OPT+S | $135.80 | 6,207 | $842,911 | 28,263 | -18.0% |
| 2019-08-03 00:52 | 2019-08-02 | VMC | Vulcan Materials CO | Mills Michael R | Officer; Chief Administrative Officer | Building Materials | OPT+S | $135.80 | 2,147 | $291,563 | 48,213 | -4.3% |
| 2019-08-02 23:28 | 2019-08-01 | MLM | MARTIN MARIETTA MATERIALS INC | Nye C Howard | Director, Officer; Chairman, Pres & CEO | Building Materials | OPT+S | $243.66 | 11,224 | $2,734,890 | 154,410 | -6.8% |
| 2019-08-02 23:19 | 2019-08-01 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Director, Officer; Corporate Secretary | Lumber & Wood Production | SALE | $8.33 | 1,779 | $14,819 | 333,789 | -0.5% |
| 2019-08-02 19:48 | 2019-08-01 | NG | NOVAGOLD RESOURCES INC | Lang Gregory A. | Director, Officer; President and CEO | Gold | OPT+S | $6.33 | 57,976 | $366,988 | 158,872 | -26.7% |
| 2019-08-02 23:23 | 2019-08-01 | MLM | MARTIN MARIETTA MATERIALS INC | BAR ROSELYN R | Officer; EVP, General Counsel and Secy | Building Materials | OPT+S | $246.93 | 2,821 | $696,577 | 55,272 | -4.9% |
| 2019-08-02 00:45 | 2019-07-30 | SCL | STEPAN CO | Moriarty Sean Thomas | Officer; VP & GM Polymers | Specialty Chemicals | OPT+S | $98.97 | 3,418 | $338,292 | 5,954 | -36.5% |
| 2019-08-02 02:26 | 2019-08-01 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | SALE | $95.71 | 1,000 | $95,710 | 70,340 | -1.4% |
| 2019-08-02 03:03 | 2019-07-26 | SRGZ | Star Gold Corp. | STOPHER KELLY | Officer; CFO | Other Precious Metals & Mining | BUY | $0.04 | 80,000 | $3,440 | 539,396 | +17.4% |
| 2019-08-02 00:33 | 2019-07-30 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $95.96 | 12,500 | $1,199,529 | 58,791 | -17.5% |
| 2019-08-01 23:06 | 2019-08-01 | LXU | LSB INDUSTRIES, INC. | ROEDEL RICHARD | Director | Chemicals | BUY | $5.26 | 19,720 | $103,727 | 26,820 | +277.7% |
| 2019-08-01 00:16 | 2019-07-29 | SCL | STEPAN CO | Behrens Scott R. | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $98.60 | 7,710 | $760,209 | 11,057 | -41.1% |
| 2019-07-31 18:45 | 2014-08-12 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director | Other Industrial Metals & Mining | BUY | $0.01 | 904,126 | $10,397 | 3,129,126 | +40.6% |
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.