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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019-02-06 01:08 | 2019-02-01 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; Chief Executive Officer | Gold | SALE | $34.13 | 4,000 | $136,520 | 523,788 | -0.8% |
| 2019-02-06 01:06 | 2019-02-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Officer; President and COO | Gold | SALE | $34.13 | 1,250 | $42,663 | 126,610 | -1.0% |
| 2019-02-06 00:18 | 2019-02-03 | ESI | Element Solutions Inc | Pershing Square Capital Management, L.P. | Other | Specialty Chemicals | SALE | $11.72 | 40,451,506 | $474,196,824 | 0 | -100.0% |
| 2019-02-05 00:01 | 2019-01-31 | PENC | Nano Magic Inc. | Berman Tom J. | Director, Officer; President | Specialty Chemicals | BUY | $0.40 | 47,120 | $18,848 | 47,120 | +100.0% |
| 2019-02-05 03:24 | 2019-02-01 | AXTA | Axalta Coating Systems Ltd. | McDougall Joseph F. | Officer; EVP & Pres., Global Refinish | Specialty Chemicals | OPT+S | $25.77 | 5,474 | $141,065 | 79,863 | -6.4% |
| 2019-02-05 03:19 | 2019-02-01 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer; EVP & Pres., Trans. Coatings | Specialty Chemicals | OPT+S | $25.82 | 5,177 | $133,670 | 167,225 | -3.0% |
| 2019-02-05 03:12 | 2019-02-01 | AXTA | Axalta Coating Systems Ltd. | Cash Michael A. | Officer; SVP & Pres., Indus. Coatings | Specialty Chemicals | OPT+S | $25.72 | 5,483 | $141,023 | 165,305 | -3.2% |
| 2019-02-05 00:20 | 2019-02-01 | AXTA | Axalta Coating Systems Ltd. | Bryant Robert W. | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $25.82 | 5,395 | $139,299 | 179,275 | -2.9% |
| 2019-02-04 21:13 | 2019-01-31 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; Chairman, President and CEO | Steel | OPT+S | $60.35 | 87,719 | $5,293,842 | 374,542 | -19.0% |
| 2019-02-02 01:05 | 2019-01-31 | USAU | U.S. GOLD CORP. | Mathewson David C. | Officer; Vice President of Exploration | Gold | SALE | $0.96 | 20,000 | $19,228 | 639,255 | -3.0% |
| 2019-02-02 02:18 | 2019-01-31 | EXP | EAGLE MATERIALS INC | BOWMAN ED H JR | Director | Building Materials | SALE | $71.35 | 2,591 | $184,868 | 12,977 | -16.6% |
| 2019-01-30 02:59 | 2019-01-22 | IMAHF | I-Minerals Inc | GIRLING WALTER BARRY | Director | Other Industrial Metals & Mining | BUY | $0.07 | 24,000 | $1,733 | 889,903 | +2.8% |
| 2019-01-26 02:35 | 2018-05-25 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $108.64 | 9,000 | $977,788 | 70,741 | -11.3% |
| 2019-01-23 01:16 | 2019-01-17 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.83 | 14,054 | $1,894,933 | 19,980,412 | +0.1% |
| 2019-01-22 16:27 | 2018-06-06 | KOP | Koppers Holdings Inc. | NIELSEN CHRISTIAN A | Officer; VP, European Operations | Specialty Chemicals | SALE | $41.74 | 4,000 | $166,940 | 23,741 | -14.4% |
| 2019-01-23 00:10 | 2019-01-22 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $58.36 | 100,000 | $5,836,010 | 64,931,838 | -0.2% |
| 2019-01-19 02:08 | 2019-01-17 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director | Specialty Chemicals | OPT+S | $25.05 | 126,862 | $3,177,893 | 440,828 | -22.3% |
| 2019-01-19 02:23 | 2019-01-17 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $100.27 | 1,500 | $150,407 | 61,741 | -2.4% |
| 2019-01-18 23:24 | 2019-01-16 | MTRN | MATERION Corp | SHULAR CRAIG S | Director | Other Industrial Metals & Mining | SALE | $46.57 | 5,939 | $276,592 | 41,570 | -12.5% |
| 2019-01-18 03:55 | 2019-01-16 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.06 | 81,636 | $10,944,220 | 19,966,358 | +0.4% |
| 2019-01-18 03:54 | 2019-01-15 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.11 | 50,564 | $6,730,539 | 19,884,722 | +0.3% |
| 2019-01-18 00:35 | 2019-01-16 | CMC | COMMERCIAL METALS Co | LINDSEY MARY A | Officer; SVP & Chief Financial Officer | Steel | BUY | $15.92 | 1,000 | $15,920 | 145,089 | +0.7% |
| 2019-01-17 00:42 | 2019-01-14 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $68.27 | 50,000 | $3,413,475 | 15,575,196 | -0.3% |
| 2019-01-17 00:59 | 2019-01-14 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.83 | 49,226 | $6,587,812 | 19,834,158 | +0.2% |
| 2019-01-17 05:46 | 2019-01-16 | LONE | Lonestar Resources US Inc. | Lockwood Daniel R | Director | Other Industrial Metals & Mining | BUY | $4.60 | 10,573 | $48,636 | 19,555 | +117.7% |
| 2019-01-16 19:53 | 2018-06-20 | MAGE | MAGELLAN COPPER & GOLD Corp | POWER JOHN C /CA/ | Director, 10% owner | Gold | BUY | $0.02 | 925,000 | $18,500 | 9,962,270 | +10.2% |
| 2019-01-16 19:52 | 2015-05-21 | MAGE | MAGELLAN COPPER & GOLD Corp | POWER JOHN C /CA/ | Director, 10% owner | Gold | SALE | $0.04 | 60 | $2 | 8,905,960 | 0.0% |
| 2019-01-17 00:44 | 2019-01-14 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | SALE | $68.27 | 50,000 | $3,413,475 | 1,814,791 | -2.7% |
| 2019-01-16 01:10 | 2019-01-11 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.44 | 54,114 | $7,275,227 | 19,784,932 | +0.3% |
| 2019-01-16 02:25 | 2019-01-11 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director | Specialty Chemicals | OPT+S | $25.05 | 167,920 | $4,206,396 | 440,828 | -27.6% |
| 2019-01-16 02:10 | 2019-01-11 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and General Counsel | Gold | SALE | $35.03 | 3,500 | $122,605 | 160,764 | -2.1% |
| 2019-01-15 00:52 | 2019-01-10 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.87 | 4,300 | $579,960 | 19,730,818 | +0.0% |
| 2019-01-15 01:06 | 2018-10-24 | ODC | Oil-Dri Corp of America | JAFFEE DANIEL S | Director, Officer, 10% owner; Chairman, President and CEO | Specialty Chemicals | SALE | $30.26 | 1,300 | $39,338 | 11,132 | -10.5% |
| 2019-01-11 22:04 | 2019-01-09 | IPI | Intrepid Potash, Inc. | Clearway Capital Management Ltd. | 10% owner | Agricultural Inputs | BUY | $3.18 | 203,470 | $647,543 | 16,869,822 | +1.2% |
| 2019-01-12 03:49 | 2019-01-10 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $94.82 | 4,500 | $426,673 | 63,241 | -6.6% |
| 2019-01-11 02:02 | 2019-01-08 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director | Specialty Chemicals | OPT+S | $25.03 | 205,218 | $5,137,181 | 440,828 | -31.8% |
| 2019-01-10 23:57 | 2019-01-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $58.24 | 100,000 | $5,823,870 | 65,031,838 | -0.2% |
| 2019-01-10 01:22 | 2019-01-07 | SCL | STEPAN CO | Slone Robert Victor | Officer; VP Chief Tech & Sustainability | Specialty Chemicals | OPT+S | $75.17 | 517 | $38,863 | 7,048 | -6.8% |
| 2019-01-09 00:19 | 2019-01-04 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.04 | 9,060 | $1,214,444 | 19,726,518 | +0.0% |
| 2019-01-09 01:25 | 2019-01-04 | ALB | Albemarle Corporation | Tozier Scott | Officer; EVP & CFO | Specialty Chemicals | SALE | $74.55 | 3,343 | $249,221 | 46,711 | -6.7% |
| 2019-01-09 01:25 | 2019-01-04 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; EVP, Chief Admin Officer | Specialty Chemicals | SALE | $74.76 | 1,295 | $96,814 | 31,028 | -4.0% |
| 2019-01-08 00:47 | 2019-01-03 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $132.70 | 87,700 | $11,637,702 | 19,717,458 | +0.4% |
| 2019-01-08 01:54 | 2019-01-03 | CTRA | Alpha Metallurgical Resources, Inc. | WHITEBOX ADVISORS LLC | 10% owner | Coking Coal | SALE | $64.91 | 25,700 | $1,668,115 | 2,284,025 | -1.1% |
| 2019-01-05 01:44 | 2019-01-02 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.17 | 92,900 | $12,464,402 | 19,629,758 | +0.5% |
| 2019-01-04 02:10 | 2019-01-03 | ODC | Oil-Dri Corp of America | Sullivan Mary Beth | Officer; VP, Human Resources | Specialty Chemicals | BUY | $26.16 | 200 | $5,232 | 9,500 | +2.2% |
| 2019-01-04 00:50 | 2018-12-31 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.38 | 50,400 | $6,722,448 | 19,536,858 | +0.3% |
| 2019-01-04 00:41 | 2019-01-02 | SANW | S&W Seed Company | Szot Matthew K | Officer; EVP Finance & Admin and CFO | Agricultural Inputs | OPT+S | $1.84 | 1,100 | $2,019 | 75,227 | -1.4% |
| 2019-01-03 21:06 | 2019-01-02 | NG | NOVAGOLD RESOURCES INC | MADHAVPEDDI KALIDAS V | Director | Gold | OPT+S | $3.97 | 15 | $60 | 129,293 | 0.0% |
| 2019-01-03 21:04 | 2019-01-02 | NG | NOVAGOLD RESOURCES INC | Levental Igor | Director | Gold | OPT+S | $3.97 | 36,916 | $146,557 | 99,940 | -27.0% |
| 2019-01-03 21:03 | 2019-01-02 | NG | NOVAGOLD RESOURCES INC | Dowdall Sharon | Director | Gold | OPT+S | $3.92 | 73,949 | $289,880 | 29,674 | -71.4% |
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.