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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-26 01:23 | 2025-11-24 | NWPX | NWPX Infrastructure, Inc. | Brittain Miles | Officer; Executive Vice President | Steel | SALE | $56.41 | 4,000 | $225,640 | 25,725 | -13.5% |
| 2025-11-24 18:45 | 2025-11-19 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $288.55 | 2,000 | $577,100 | 832 | -70.6% |
| 2025-11-24 17:17 | 2025-11-20 | FF | FutureFuel Corp. | Polet Roeland | Officer; Chief Executive Officer | Specialty Chemicals | BUY | $3.20 | 15,000 | $48,000 | 25,000 | +150.0% |
| 2025-11-24 20:30 | 2025-11-21 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Officer; President and CEO | Other Industrial Metals & Mining | BUY | $0.55 | 10,000 | $5,500 | 2,343,667 | +0.4% |
| 2025-11-22 00:13 | 2025-11-19 | BSLK | Bolt Projects Holdings, Inc. | Slattery Paul Joseph | Officer; GENERAL COUNSEL & SECRETARY | Specialty Chemicals | SALE | $1.66 | 819 | $1,360 | 1,181 | -41.0% |
| 2025-11-22 01:35 | 2025-11-20 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $1.99 | 5,000 | $9,937 | 280,823 | -1.7% |
| 2025-11-21 18:14 | 2025-04-03 | APD | Air Products and Chemicals Inc. | Evans Andrew W | Director | Specialty Chemicals | SALE | $283.20 | 5 | $1,416 | 5 | -50.0% |
| 2025-11-21 18:14 | 2025-04-02 | APD | Air Products and Chemicals Inc. | Evans Andrew W | Director | Specialty Chemicals | BUY | $294.96 | 5 | $1,475 | 10 | +100.0% |
| 2025-11-21 05:40 | 2025-11-20 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $63.86 | 248,411 | $15,864,595 | 13,369,665 | -1.8% |
| 2025-11-20 22:32 | 2025-11-19 | AMRZ | Amrize Ltd | Gangestad Nicholas C | Director | Building Materials | BUY | $47.34 | 2,000 | $94,680 | 4,958 | +67.6% |
| 2025-11-20 23:41 | 2025-11-11 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & CFO | Specialty Chemicals | BUY | $0.71 | 5,000 | $3,531 | 8,866,854 | +0.1% |
| 2025-11-20 05:03 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; Interim CEO and COO | Chemicals | SALE | $7.51 | 67,500 | $506,723 | 1,579,693 | -4.1% |
| 2025-11-19 21:56 | 2025-11-17 | IAUX | i-80 Gold Corp. | Savarie David Roger | Officer; SVP, General Counsel | Gold | BUY | $1.05 | 5,000 | $5,250 | 263,200 | +1.9% |
| 2025-11-20 05:21 | 2025-11-17 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $57.72 | 20,000 | $1,154,400 | 194,812 | -9.3% |
| 2025-11-20 03:48 | 2025-11-18 | SNES | SenesTech, Inc. | Leach Jacob Steven | Director | Specialty Chemicals | SALE | $2.71 | 62 | $168 | 0 | -100.0% |
| 2025-11-20 00:05 | 2025-11-17 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $10.37 | 400,000 | $4,148,000 | 27,125,528 | +1.5% |
| 2025-11-20 02:50 | 2025-09-19 | MUX | McEwen Inc. | Spears Stephan Michael | Officer; VP Corporate Development | Other Precious Metals & Mining | OPT+S | $14.35 | 12,600 | $180,781 | 3,814 | -76.8% |
| 2025-11-19 02:23 | 2025-11-14 | LAC | LITHIUM AMERICAS CORP. | BARNUM AUBREE | Officer; VP, Human Resources | Other Industrial Metals & Mining | OPT+S | $4.50 | 4,763 | $21,434 | 66,373 | -6.7% |
| 2025-11-19 01:58 | 2025-11-14 | LAC | LITHIUM AMERICAS CORP. | GERSPACHER RICHARD | Officer; EVP, Capital Projects | Other Industrial Metals & Mining | OPT+S | $4.50 | 6,118 | $27,531 | 145,641 | -4.0% |
| 2025-11-19 01:30 | 2025-11-14 | LAC | LITHIUM AMERICAS CORP. | CROWLEY TIMOTHY AMBROSE | Officer; VP, Gov & External Affairs | Other Industrial Metals & Mining | OPT+S | $4.50 | 4,763 | $21,434 | 132,714 | -3.5% |
| 2025-11-19 01:22 | 2025-11-14 | LAC | LITHIUM AMERICAS CORP. | GRANDY EDWARD | Officer; Sr VP, GC & Secretary | Other Industrial Metals & Mining | OPT+S | $4.50 | 6,183 | $27,824 | 135,466 | -4.4% |
| 2025-11-18 18:47 | 2025-11-17 | HDSN | HUDSON TECHNOLOGIES INC /NY | ABBATECOLA VINCENT P | Director | Specialty Chemicals | BUY | $6.79 | 3,500 | $23,748 | 169,748 | +2.1% |
| 2025-11-19 01:02 | 2025-11-18 | IDR | Idaho Strategic Resources, Inc. | Beaven Richard Scott | Director | Gold | SALE | $34.64 | 2,000 | $69,280 | 11,183 | -15.2% |
| 2025-11-18 23:09 | 2025-11-14 | NWPX | NWPX Infrastructure, Inc. | Brittain Miles | Officer; Executive Vice President | Steel | SALE | $56.76 | 4,000 | $227,024 | 29,725 | -11.9% |
| 2025-11-17 23:00 | 2025-11-14 | SNES | SenesTech, Inc. | Szot Matthew K | Director | Specialty Chemicals | SALE | $2.75 | 1 | $3 | 0 | -100.0% |
| 2025-11-18 02:07 | 2025-11-14 | IOSP | INNOSPEC INC. | PARRETTE LESLIE J | Director | Specialty Chemicals | BUY | $74.09 | 340 | $25,191 | 5,837 | +6.2% |
| 2025-11-14 17:19 | 2025-11-13 | FMC | FMC CORP | Raines John Mitchell | Director | Agricultural Inputs | BUY | $13.77 | 7,000 | $96,390 | 13,784 | +103.2% |
| 2025-11-14 16:49 | 2025-11-12 | NUE | NUCOR CORP | Hollatz John J | Officer; Executive Vice President | Steel | SALE | $149.88 | 7,000 | $1,049,160 | 96,550 | -6.8% |
| 2025-11-14 19:43 | 2025-11-14 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer; VP, Controller,Chief Acct.Off. | Paper & Paper Products | SALE | $45.77 | 1,000 | $45,770 | 8,149 | -10.9% |
| 2025-11-14 22:13 | 2025-11-13 | FUL | FULLER H B CO | Weaver Nathan D. | Officer; Exec VP, Business Transform. | Specialty Chemicals | OPT+S | $58.38 | 7,075 | $413,018 | 9,441 | -42.8% |
| 2025-11-15 01:52 | 2025-11-12 | HCC | WARRIOR MET COAL, INC. | Chopin Brian M | Officer; CHIEF ACCOUNTING OFFICER | Coking Coal | SALE | $81.72 | 2,083 | $170,228 | 19,824 | -9.5% |
| 2025-11-15 01:01 | 2025-11-11 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $8.75 | 1,500,000 | $13,129,950 | 26,725,528 | +5.9% |
| 2025-11-14 16:17 | 2025-11-12 | GRO | Brazil Potash Corp. | SENTIENT EXECUTIVE GP III, LTD | 10% owner | Other Industrial Metals & Mining | SALE | $2.00 | 3,863,872 | $7,727,744 | 0 | -100.0% |
| 2025-11-15 01:35 | 2025-11-13 | GEVO | Gevo, Inc. | Battershell Carol Jane | Director | Specialty Chemicals | OPT+S | $2.02 | 75,597 | $152,782 | 278,265 | -21.4% |
| 2025-11-15 02:00 | 2025-11-12 | VGZ | VISTA GOLD CORP | SUN VALLEY GOLD LLC | 10% owner | Gold | SALE | $1.74 | 1,242,469 | $2,161,896 | 13,728,729 | -8.3% |
| 2025-11-14 23:19 | 2025-05-20 | GLGI | GREYSTONE LOGISTICS, INC. | Lockard Drew T. | Director | Specialty Chemicals | BUY | $1.22 | 64,600 | $79,070 | 76,600 | +538.3% |
| 2025-11-14 00:15 | 2025-11-11 | BCPC | BALCHEM CORP | Reid Martin Luther | Officer; SVP Chief Supply Chain Officer | Specialty Chemicals | SALE | $154.44 | 1,200 | $185,328 | 7,391 | -14.0% |
| 2025-11-14 00:43 | 2025-11-12 | ECL | ECOLAB INC. | Beck Christophe | Director, Officer; CHAIRMAN & CEO | Specialty Chemicals | OPT+S | $261.41 | 21,714 | $5,676,233 | 72,644 | -23.0% |
| 2025-11-14 00:01 | 2025-11-11 | MOS | MOSAIC CO | Kuzenko Jody Lynne | Director | Agricultural Inputs | BUY | $25.53 | 685 | $17,488 | 8,571 | +8.7% |
| 2025-11-14 01:03 | 2025-11-12 | VMC | Vulcan Materials CO | BAKER THOMPSON S II | Officer; President | Building Materials | OPT+S | $295.63 | 4,853 | $1,434,715 | 41,485 | -10.5% |
| 2025-11-14 00:27 | 2025-11-11 | RPM | RPM INTERNATIONAL INC/DE/ | Nance Frederick R. | Director | Specialty Chemicals | SALE | $107.98 | 792 | $85,517 | 8,002 | -9.0% |
| 2025-11-14 01:59 | 2025-11-10 | CENX | CENTURY ALUMINUM CO | GLENCORE INTERNATIONAL AG | 10% owner | Aluminum | SALE | $30.25 | 9,000,000 | $272,250,000 | 18,500,000 | -32.7% |
| 2025-11-14 02:07 | 2025-11-11 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $57.27 | 8,210 | $470,153 | 68,781 | -10.7% |
| 2025-11-12 22:54 | 2025-11-12 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer; VP, Controller,Chief Acct.Off. | Paper & Paper Products | SALE | $48.70 | 2,000 | $97,400 | 9,149 | -17.9% |
| 2025-11-13 01:19 | 2025-11-10 | HL | HECLA MINING CO/DE/ | Lawlar Russell Douglas | Officer; Sr. VP & CFO | Other Precious Metals & Mining | SALE | $15.00 | 166,907 | $2,503,972 | 347,402 | -32.5% |
| 2025-11-13 00:41 | 2025-11-10 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $15.05 | 22,001 | $331,115 | 121,006 | -15.4% |
| 2025-11-12 22:19 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.10 | 116,845 | $479,158 | 9,781,987 | -1.2% |
| 2025-11-12 22:17 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.04 | 390,000 | $1,575,912 | 9,898,832 | -3.8% |
| 2025-11-12 22:14 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.13 | 300,000 | $1,238,400 | 10,288,832 | -2.8% |
| 2025-11-12 22:10 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.03 | 393,155 | $1,582,999 | 10,784,940 | -3.5% |
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.