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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-06-12 21:01 | 2019-06-11 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $91.94 | 1,931 | $177,545 | 36,924 | -5.0% |
| 2019-06-13 01:18 | 2019-06-10 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $35.24 | 750 | $26,430 | 44,173 | -1.7% |
| 2019-06-13 00:34 | 2019-06-11 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $63.64 | 4,000 | $254,556 | 21,397 | -15.7% |
| 2019-06-12 00:24 | 2019-06-11 | VMC | Vulcan Materials CO | Mills Michael R | Officer; Chief Administrative Officer | Building Materials | OPT+S | $136.05 | 1,326 | $180,402 | 48,213 | -2.7% |
| 2019-06-11 16:38 | 2019-06-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.84 | 100,000 | $5,484,240 | 64,031,838 | -0.2% |
| 2019-06-12 00:33 | 2019-06-07 | CTRA | Alpha Metallurgical Resources, Inc. | FERRARA ALBERT E JR | Director | Coking Coal | SALE | $53.05 | 1,185 | $62,864 | 1,774 | -40.0% |
| 2019-06-11 00:35 | 2019-06-07 | FCX | FREEPORT-MCMORAN INC | Conger Harry M. IV | Officer; Pres & COO FM Americas | Copper | OPT+S | $10.51 | 155,000 | $1,628,523 | 261,382 | -37.2% |
| 2019-06-11 04:57 | 2019-06-10 | CC | Chemours Co | VERGNANO MARK P | Director, Officer; President and CEO | Specialty Chemicals | BUY | $23.17 | 44,000 | $1,019,467 | 116,600 | +60.6% |
| 2019-06-11 01:23 | 2019-06-10 | VMC | Vulcan Materials CO | Pigg Randy L. | Officer; Vice President and Controller | Building Materials | OPT+S | $134.96 | 1,754 | $236,714 | 643 | -73.2% |
| 2019-06-10 23:52 | 2019-06-07 | RGLD | ROYAL GOLD INC | Kirchhoff Bruce Christopher | Officer; VP, GC and Secretary | Gold | OPT+S | $93.18 | 9,471 | $882,473 | 45,348 | -17.3% |
| 2019-06-10 22:46 | 2019-06-10 | MLM | MARTIN MARIETTA MATERIALS INC | PEREZ LAREE E | Director | Building Materials | SALE | $231.80 | 824 | $191,005 | 14,136 | -5.5% |
| 2019-06-10 21:16 | 2019-06-10 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $9.36 | 10,000 | $93,597 | 3,237,735 | +0.3% |
| 2019-06-10 23:48 | 2019-06-06 | ECL | ECOLAB INC. | BILLER LESLIE S | Director | Specialty Chemicals | SALE | $195.01 | 9,975 | $1,945,245 | 49,164 | -16.9% |
| 2019-06-11 00:35 | 2019-06-07 | FCX | FREEPORT-MCMORAN INC | QUIRK KATHLEEN L | Officer; EVP, CFO & Treasurer | Copper | BUY | $10.49 | 50,000 | $524,340 | 920,769 | +5.7% |
| 2019-06-11 00:12 | 2019-06-06 | LIN | LINDE PLC | ANGEL STEPHEN F | Director, Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $197.27 | 56,574 | $11,160,353 | 194,952 | -22.5% |
| 2019-06-10 23:45 | 2019-06-10 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | SALE | $35.75 | 12,000 | $428,940 | 246,381 | -4.6% |
| 2019-06-10 18:45 | 2019-06-07 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $4.27 | 200 | $854 | 560,456 | 0.0% |
| 2019-06-08 01:32 | 2019-06-05 | ECL | ECOLAB INC. | Busch Angela M | Officer; EVP - Corp & Bus Dev | Specialty Chemicals | OPT+S | $190.85 | 2,936 | $560,341 | 17,011 | -14.7% |
| 2019-06-08 00:08 | 2019-06-05 | PQG | Ecovyst Inc. | Kolberg Ray | Officer; See Remarks | Specialty Chemicals | SALE | $15.87 | 12,077 | $191,634 | 83,559 | -12.6% |
| 2019-06-08 00:20 | 2019-06-06 | GEVO | Gevo, Inc. | Cesarek Timothy J | Officer; Chief Commercial Officer | Specialty Chemicals | BUY | $1.91 | 25,000 | $47,750 | 30,000 | +500.0% |
| 2019-06-07 23:10 | 2019-06-05 | PEIX | Alto Ingredients Inc. | Sneed James R | Officer; VP, Supply & Trading | Specialty Chemicals | BUY | $0.95 | 13,299 | $12,634 | 171,562 | +8.4% |
| 2019-06-08 01:39 | 2019-06-05 | ECL | ECOLAB INC. | Hickey Michael A | Officer; EVP - Special Initiatives | Specialty Chemicals | OPT+S | $190.57 | 44,835 | $8,544,233 | 30,887 | -59.2% |
| 2019-06-08 00:25 | 2019-06-06 | GPRE | Green Plains Inc. | Treuer Alain | Director | Chemicals | SALE | $12.99 | 4,296 | $55,818 | 321,118 | -1.3% |
| 2019-06-08 00:01 | 2019-06-05 | ZEUS | Olympic Steel Inc. | Della Ratta Ralph M Jr | Director | Steel | BUY | $12.83 | 1,925 | $24,704 | 14,720 | +15.0% |
| 2019-06-07 23:55 | 2019-06-05 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; CEO and President | Gold | OPT+S | $92.42 | 38,821 | $3,587,654 | 130,922 | -22.9% |
| 2019-06-07 23:22 | 2019-06-06 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $147.00 | 2,636 | $387,492 | 38,222 | -6.5% |
| 2019-06-07 23:59 | 2019-06-06 | NEM | NEWMONT Corp /DE/ | Kitlen John | Officer; VP, Controller & CAO | Gold | SALE | $35.00 | 750 | $26,250 | 44,923 | -1.6% |
| 2019-06-07 23:57 | 2019-06-05 | NEM | NEWMONT Corp /DE/ | Lipson Nancy | Officer; EVP & General Counsel | Gold | SALE | $34.50 | 5,055 | $174,398 | 42,990 | -10.5% |
| 2019-06-07 20:10 | 2019-06-05 | STLD | STEEL DYNAMICS INC | Pushis Glenn | Officer; Senior Vice President | Steel | BUY | $26.13 | 5,740 | $149,986 | 93,198 | +6.6% |
| 2019-06-07 01:59 | 2019-06-04 | HCC | WARRIOR MET COAL, INC. | Gant Kelli K. | Officer; Chief Administrative Officer | Coking Coal | SALE | $27.04 | 1,709 | $46,211 | 12,057 | -12.4% |
| 2019-06-07 00:48 | 2019-06-04 | HCC | WARRIOR MET COAL, INC. | Chopin Brian M | Officer; Chief Accounting Officer | Coking Coal | SALE | $27.13 | 1,068 | $28,975 | 5,811 | -15.5% |
| 2019-06-07 02:37 | 2019-06-04 | HCC | WARRIOR MET COAL, INC. | SCHELLER WALTER J | Director, Officer; Chief Executive Officer | Coking Coal | SALE | $27.04 | 4,547 | $122,951 | 40,218 | -10.2% |
| 2019-06-07 00:01 | 2019-06-04 | ECL | ECOLAB INC. | Berger Larry L | Officer; EVP & CTO | Specialty Chemicals | OPT+S | $188.53 | 12,600 | $2,375,478 | 29,432 | -30.0% |
| 2019-06-06 22:55 | 2019-06-06 | LONE | Lonestar Resources US Inc. | Schneider Barry | Officer; CHIEF OPERATING OFFICER | Other Industrial Metals & Mining | BUY | $2.42 | 4,000 | $9,680 | 119,326 | +3.5% |
| 2019-06-07 00:41 | 2019-06-04 | SRGZ | Star Gold Corp. | STOPHER KELLY | Officer; CFO | Other Precious Metals & Mining | BUY | $0.05 | 25,069 | $1,198 | 453,879 | +5.8% |
| 2019-06-07 04:30 | 2019-06-03 | GPRE | Green Plains Inc. | Treuer Alain | Director | Chemicals | SALE | $13.06 | 9,029 | $117,927 | 325,414 | -2.7% |
| 2019-06-06 23:24 | 2019-06-04 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director | Specialty Chemicals | OPT+S | $25.24 | 500,000 | $12,617,500 | 242,369 | -67.4% |
| 2019-06-06 23:26 | 2019-06-04 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $142.00 | 2,500 | $355,000 | 40,858 | -5.8% |
| 2019-06-07 02:46 | 2019-06-06 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; Vice Chairman, President & CEO | Copper | BUY | $10.14 | 172,000 | $1,744,080 | 192,330 | +846.0% |
| 2019-06-07 01:04 | 2019-06-04 | CTRA | Alpha Metallurgical Resources, Inc. | FERRARA ALBERT E JR | Director | Coking Coal | SALE | $53.04 | 1,000 | $53,038 | 2,959 | -25.3% |
| 2019-06-06 18:07 | 2019-06-05 | FF | FutureFuel Corp. | EGGER TERRANCE C Z | Director | Specialty Chemicals | BUY | $10.33 | 2,895 | $29,905 | 4,895 | +144.8% |
| 2019-06-06 02:13 | 2019-06-03 | CTVA | Corteva, Inc. | FUERER CORNEL B | Officer; See Remarks | Agricultural Inputs | BUY | $24.84 | 500 | $12,420 | 29,787 | +1.7% |
| 2019-06-05 22:28 | 2019-06-03 | CTRA | Alpha Metallurgical Resources, Inc. | Kreutzer James Scott | Officer; Chief Operating Officer | Coking Coal | OPT+S | $52.75 | 1,157 | $61,032 | 15,622 | -6.9% |
| 2019-06-05 22:23 | 2019-06-03 | CTRA | Alpha Metallurgical Resources, Inc. | Eidson Charles Andrew | Officer; Interim co-CEO & CFO | Coking Coal | OPT+S | $52.72 | 5,880 | $309,981 | 34,948 | -14.4% |
| 2019-06-05 22:26 | 2019-06-03 | CTRA | Alpha Metallurgical Resources, Inc. | Manno Mark Matthew | Officer; Int co-CEO&Ch Adm&Legl Off&Sec | Coking Coal | OPT+S | $52.76 | 4,750 | $250,610 | 37,607 | -11.2% |
| 2019-06-06 00:50 | 2019-06-03 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | SALE | $90.00 | 500 | $45,000 | 86,435 | -0.6% |
| 2019-06-05 17:51 | 2019-06-04 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | BUY | $10.38 | 4,812 | $49,949 | 79,510 | +6.4% |
| 2019-06-05 20:58 | 2019-06-04 | TROX | Tronox Holdings plc | Carlson Timothy C | Officer; SVP and CFO | Chemicals | BUY | $10.40 | 9,615 | $99,996 | 168,016 | +6.1% |
| 2019-06-06 02:21 | 2019-06-03 | CTVA | Corteva, Inc. | PAGE GREGORY R | Director | Agricultural Inputs | BUY | $25.49 | 2,000 | $50,980 | 18,036 | +12.5% |
| 2019-06-05 23:43 | 2019-06-03 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; Chief Executive Officer | Gold | SALE | $33.31 | 4,000 | $133,240 | 822,512 | -0.5% |
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.