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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-12 22:09 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.04 | 196,108 | $792,237 | 10,588,832 | -1.8% |
| 2025-11-13 00:33 | 2025-11-10 | LOOP | Loop Industries, Inc. | Hart Spencer | Director | Specialty Chemicals | BUY | $1.32 | 50,000 | $66,070 | 410,370 | +13.9% |
| 2025-11-13 01:50 | 2025-11-12 | LYB | LyondellBasell Industries N.V. | Foley Kimberly A | Officer; EVP, Global O&P and Refining | Specialty Chemicals | BUY | $43.56 | 5,661 | $246,621 | 67,688 | +9.1% |
| 2025-11-13 00:15 | 2025-11-07 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Chief Strategy Officer | Building Materials | SALE | $288.00 | 3,333 | $959,904 | 27,620 | -10.8% |
| 2025-11-13 00:32 | 2025-11-07 | SXC | SunCoke Energy, Inc. | Hardesty Phillip Michael | Officer; Senior Vice President | Coking Coal | BUY | $6.64 | 12,000 | $79,631 | 262,683 | +4.8% |
| 2025-11-13 00:05 | 2025-11-10 | HUN | Huntsman CORP | Lister Philip M. | Officer; Exec VP & CFO | Chemicals | BUY | $8.16 | 29,762 | $242,709 | 116,914 | +34.1% |
| 2025-11-13 00:16 | 2025-11-10 | VMC | Vulcan Materials CO | HALL GRAYSON | Director | Building Materials | SALE | $290.74 | 4,658 | $1,354,267 | 0 | -100.0% |
| 2025-11-13 01:11 | 2025-11-11 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $170.00 | 600 | $102,000 | 183 | -76.6% |
| 2025-11-13 00:16 | 2025-11-10 | VMC | Vulcan Materials CO | BAKER THOMPSON S II | Officer; President | Building Materials | OPT+S | $289.76 | 4,243 | $1,229,452 | 41,485 | -9.3% |
| 2025-11-12 22:25 | 2025-11-10 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $140.00 | 148 | $20,720 | 1,665 | -8.2% |
| 2025-11-11 00:01 | 2025-11-07 | ECVT | Ecovyst Inc. | Ward Susan F | Director | Specialty Chemicals | SALE | $8.40 | 15,000 | $126,018 | 78,261 | -16.1% |
| 2025-11-11 03:36 | 2025-11-07 | KALU | KAISER ALUMINUM CORP | Tiffany Blain | Officer; EVP - Sales & Marketing | Aluminum | SALE | $93.92 | 8,656 | $812,997 | 26,275 | -24.8% |
| 2025-11-08 00:21 | 2025-11-05 | EXP | EAGLE MATERIALS INC | Rush David E | Director | Building Materials | BUY | $208.08 | 1,000 | $208,080 | 4,173 | +31.5% |
| 2025-11-07 17:59 | 2025-11-06 | HCC | WARRIOR MET COAL, INC. | SCHELLER WALTER J | Director, Officer; CHIEF EXECUTIVE OFFICER | Coking Coal | SALE | $75.00 | 18,966 | $1,422,450 | 394,183 | -4.6% |
| 2025-11-07 18:41 | 2025-11-06 | SXC | SunCoke Energy, Inc. | Della Ratta Ralph M Jr | Director | Coking Coal | BUY | $6.86 | 7,288 | $49,996 | 86,293 | +9.2% |
| 2025-11-07 16:36 | 2025-11-05 | FMC | FMC CORP | DAVIDSON CAROL ANTHONY | Director | Agricultural Inputs | BUY | $13.60 | 10,000 | $135,957 | 23,227 | +75.6% |
| 2025-11-08 00:15 | 2025-11-05 | ESI | Element Solutions Inc | ASHKEN IAN G H | Director | Specialty Chemicals | SALE | $27.00 | 292,000 | $7,884,000 | 306,880 | -48.8% |
| 2025-11-08 03:55 | 2025-11-06 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $137.50 | 100 | $13,750 | 1,813 | -5.2% |
| 2025-11-06 21:38 | 2025-11-04 | AMRZ | Amrize Ltd | Hill Jaime | Officer; President, Building Materials | Building Materials | BUY | $50.69 | 4,000 | $202,740 | 18,101 | +28.4% |
| 2025-11-06 19:16 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.02 | 118,892 | $478,112 | 11,178,095 | -1.1% |
| 2025-11-06 19:16 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | SALE | $4.00 | 92,973 | $372,338 | 11,296,987 | -0.8% |
| 2025-11-07 00:56 | 2025-11-04 | VMC | Vulcan Materials CO | BAKER THOMPSON S II | Officer; President | Building Materials | SALE | $292.26 | 5,818 | $1,700,375 | 0 | -100.0% |
| 2025-11-06 21:27 | 2025-11-04 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | OPT+S | $113.23 | 864 | $97,827 | 10,376 | -7.7% |
| 2025-11-05 22:48 | 2025-11-04 | SXT | SENSIENT TECHNOLOGIES CORP | Plautz David J. | Officer; VP and Treasurer | Specialty Chemicals | BUY | $92.98 | 2,150 | $199,907 | 2,999 | +253.2% |
| 2025-11-06 00:31 | 2025-11-03 | HWKN | HAWKINS INC | Grahek Drew M. | Officer; VICE PRESIDENT OF OPERATIONS | Specialty Chemicals | BUY | $126.34 | 1,587 | $200,506 | 39,640 | +4.2% |
| 2025-11-06 00:43 | 2025-11-03 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; CEO | Gold | SALE | $81.34 | 5,000 | $406,700 | 279,923 | -1.8% |
| 2025-11-06 00:46 | 2025-11-03 | NEM | NEWMONT Corp /DE/ | Brook Bruce R | Director | Gold | SALE | $80.96 | 2,080 | $168,397 | 34,789 | -5.6% |
| 2025-11-06 02:06 | 2025-11-05 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $135.00 | 100 | $13,500 | 1,913 | -5.0% |
| 2025-11-04 16:41 | 2025-10-31 | CMC | COMMERCIAL METALS Co | Halloran Brian N. | Officer; SVP, N. America Steel Group | Steel | SALE | $59.87 | 6,232 | $373,110 | 58,055 | -9.7% |
| 2025-11-04 20:09 | 2025-10-31 | AMRZ | Amrize Ltd | Brouwer Roald | Officer; Chief Technology Officer | Building Materials | BUY | $51.78 | 4,000 | $207,100 | 9,000 | +80.0% |
| 2025-11-05 01:35 | 2025-11-03 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $2.28 | 29,797 | $67,970 | 285,823 | -9.4% |
| 2025-11-05 04:46 | 2025-11-03 | ORGN | Origin Materials, Inc. | Plavan Matthew T | Officer; CFO and COO | Chemicals | SALE | $0.55 | 150,000 | $82,500 | 1,360,231 | -9.9% |
| 2025-11-05 00:27 | 2025-10-31 | RPM | RPM INTERNATIONAL INC/DE/ | FAZZOLARI SALVATORE D | Director | Specialty Chemicals | SALE | $107.67 | 375 | $40,376 | 21,578 | -1.7% |
| 2025-11-05 03:24 | 2025-11-04 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $131.90 | 100 | $13,190 | 2,013 | -4.7% |
| 2025-11-03 18:28 | 2025-10-30 | NUE | NUCOR CORP | Laxton Stephen D | Officer; CFO and EVP | Steel | SALE | $151.57 | 2,003 | $303,599 | 88,174 | -2.2% |
| 2025-11-03 18:27 | 2025-10-30 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $151.28 | 9,042 | $1,367,902 | 73,661 | -10.9% |
| 2025-11-04 00:27 | 2025-11-03 | SXT | SENSIENT TECHNOLOGIES CORP | Carleone Joseph | Director | Specialty Chemicals | BUY | $91.26 | 1,000 | $91,258 | 22,414 | +4.7% |
| 2025-11-03 23:08 | 2025-10-31 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $139.35 | 200 | $27,870 | 1,713 | -10.5% |
| 2025-10-31 18:36 | 2025-10-30 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $52.76 | 110,000 | $5,803,600 | 505,000 | +27.8% |
| 2025-10-31 02:11 | 2025-10-30 | WDFC | WD 40 CO | Etchart Eric | Director | Specialty Chemicals | BUY | $194.02 | 500 | $97,010 | 8,370 | +6.4% |
| 2025-10-30 23:55 | 2025-10-30 | WDFC | WD 40 CO | PENDARVIS DAVID | Director | Specialty Chemicals | BUY | $196.37 | 523 | $102,702 | 5,862 | +9.8% |
| 2025-10-30 18:42 | 2025-10-29 | STLD | STEEL DYNAMICS INC | Alvarez Miguel | Officer; Senior Vice President | Steel | SALE | $162.79 | 8,251 | $1,343,180 | 117,068 | -6.6% |
| 2025-10-29 20:55 | 2025-10-23 | HYMC | HYCROFT MINING HOLDING CORP | Thomas David Brian | Officer; SVP, General Manager | Gold | SALE | $7.39 | 20,000 | $147,800 | 96,070 | -17.2% |
| 2025-10-30 03:40 | 2025-10-28 | WDFC | WD 40 CO | KIAMILEV PHENIX Q. | Officer; VP, GC & Chief Compliance Ofcr | Specialty Chemicals | BUY | $200.46 | 55 | $11,025 | 4,303 | +1.3% |
| 2025-10-30 03:38 | 2025-10-28 | WDFC | WD 40 CO | Brass Steven A | Director, Officer; President and CEO | Specialty Chemicals | BUY | $200.46 | 362 | $72,567 | 33,761 | +1.1% |
| 2025-10-30 03:28 | 2025-10-28 | WDFC | WD 40 CO | HYZER SARA KATHLEEN | Officer; VP, Finance & CFO | Specialty Chemicals | BUY | $200.46 | 200 | $40,092 | 5,935 | +3.5% |
| 2025-10-28 23:17 | 2025-10-24 | ALB | Albemarle Corporation | Krupa Ander C. | Officer; General Counsel & Sec | Specialty Chemicals | SALE | $105.00 | 172 | $18,060 | 11,483 | -1.5% |
| 2025-10-28 22:41 | 2025-10-27 | FUL | FULLER H B CO | Corkrean John J | Officer; Executive VP and CFO | Specialty Chemicals | OPT+S | $60.31 | 14,222 | $857,764 | 54,646 | -20.7% |
| 2025-10-29 04:55 | 2025-10-24 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.25 | 1,000,000 | $250,000 | 14,663,191 | +7.3% |
| 2025-10-29 02:40 | 2025-10-24 | RYES | Rise Gold Corp. | Equinox Partners Investment Management LLC | 10% owner | Gold | BUY | $0.25 | 5,600,000 | $1,400,000 | 1,698,474 | +100.0% |
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.