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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-10-04 01:38 | 2018-10-01 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer; EVP & Pres., Trans. Coatings | Specialty Chemicals | SALE | $29.17 | 16,197 | $472,484 | 160,832 | -9.1% |
| 2018-10-04 02:19 | 2018-10-01 | SANW | S&W Seed Company | Szot Matthew K | Officer; EVP Finance & Admin and CFO | Agricultural Inputs | OPT+S | $2.46 | 1,100 | $2,706 | 74,715 | -1.5% |
| 2018-10-03 23:40 | 2018-10-01 | NEM | NEWMONT Corp /DE/ | Lawson Scott P | Officer; EVP & Chief Technology Officer | Gold | SALE | $30.04 | 5,000 | $150,185 | 84,091 | -5.6% |
| 2018-10-03 23:37 | 2018-10-01 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; President and CEO | Gold | SALE | $30.20 | 4,000 | $120,800 | 539,788 | -0.7% |
| 2018-10-03 23:34 | 2018-10-01 | NEM | NEWMONT Corp /DE/ | Dorward-King Elaine J | Officer; EVP, S&ER | Gold | SALE | $30.20 | 3,000 | $90,600 | 102,831 | -2.8% |
| 2018-10-03 23:32 | 2018-10-01 | NEM | NEWMONT Corp /DE/ | Buese Nancy | Officer; EVP & CFO | Gold | SALE | $30.20 | 2,000 | $60,400 | 5,142 | -28.0% |
| 2018-10-03 23:30 | 2018-10-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Officer; EVP, COO | Gold | SALE | $30.20 | 1,250 | $37,750 | 131,610 | -0.9% |
| 2018-10-02 00:42 | 2018-09-29 | NJMC | Idaho Strategic Resources, Inc. | Morgan Robert John | Officer; VP Exploration | Gold | BUY | $0.15 | 100,000 | $15,000 | 100,000 | +100.0% |
| 2018-09-27 19:20 | 2018-09-26 | RGLD | ROYAL GOLD INC | Veenman Sybil E | Director | Gold | BUY | $78.11 | 500 | $39,055 | 2,515 | +24.8% |
| 2018-09-27 20:26 | 2018-09-26 | MUX | McEwen Inc. | Ashby Michele L | Director | Other Precious Metals & Mining | BUY | $1.91 | 5,000 | $9,550 | 67,500 | +8.0% |
| 2018-09-27 01:08 | 2018-09-25 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Manzer William R | Officer; SVP, Manufacturing Operations | Chemicals | SALE | $20.78 | 1,000 | $20,780 | 45,786 | -2.1% |
| 2018-09-26 02:39 | 2018-09-21 | VYST | Vystar Corp | Osborn Keith D. | Director, 10% owner | Specialty Chemicals | BUY | $0.03 | 100,000 | $2,950 | 3,780,612 | +2.7% |
| 2018-09-25 00:21 | 2018-09-20 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Fortanet Francisco | Officer; EVP, Operations | Specialty Chemicals | SALE | $140.00 | 1,389 | $194,460 | 16,193 | -7.9% |
| 2018-09-24 23:46 | 2018-09-20 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $68.70 | 5,500 | $377,850 | 20,380 | -21.3% |
| 2018-09-24 23:45 | 2018-09-20 | MMP | Magellan Midstream Partners, L.P. | May Douglas J | Officer; Senior Vice President | Aluminum | SALE | $68.69 | 5,000 | $343,468 | 31,100 | -13.9% |
| 2018-09-24 23:45 | 2018-09-20 | MMP | Magellan Midstream Partners, L.P. | MEARS MICHAEL N | Director, Officer; President & CEO | Aluminum | SALE | $68.84 | 30,000 | $2,065,287 | 156,473 | -16.1% |
| 2018-09-21 20:24 | 2018-09-20 | MUX | McEwen Inc. | Stewart Chris | Officer; President and COO | Other Precious Metals & Mining | BUY | $2.50 | 10,000 | $25,000 | 10,000 | +100.0% |
| 2018-09-21 20:40 | 2018-09-21 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.03 | 200,000 | $6,000 | 6,160,000 | +3.4% |
| 2018-09-21 03:05 | 2018-09-18 | PQG | Ecovyst Inc. | Ferrall Paul | Officer; See Remarks | Specialty Chemicals | SALE | $17.87 | 53,323 | $952,626 | 666,324 | -7.4% |
| 2018-09-20 21:37 | 2018-09-19 | STLD | STEEL DYNAMICS INC | Graham Christopher A | Officer; Senior Vice President | Steel | SALE | $47.61 | 10,800 | $514,188 | 26,087 | -29.3% |
| 2018-09-19 23:47 | 2018-09-17 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $130.25 | 2,272,160 | $295,948,840 | 17,872,160 | +14.6% |
| 2018-09-19 23:25 | 2018-09-18 | ASH | Ashland Inc. | Silverman Keith C | Officer; Vice President | Specialty Chemicals | OPT+S | $84.71 | 2,286 | $193,647 | 1,358 | -62.7% |
| 2018-09-19 22:20 | 2018-09-17 | N/A | Vystar Corp | Osborn Keith D. | Director, 10% owner | Specialty Chemicals | BUY | $0.02 | 197,500 | $3,417 | 3,830,612 | +5.4% |
| 2018-09-19 02:50 | 2018-09-14 | PQG | Ecovyst Inc. | Ferrall Paul | Officer; See Remarks | Specialty Chemicals | SALE | $17.84 | 24,592 | $438,623 | 719,647 | -3.3% |
| 2018-09-18 21:02 | 2018-09-14 | SMG | SCOTTS MIRACLE-GRO CO | Mistretta Nancy G. | Director | Agricultural Inputs | SALE | $76.93 | 6,300 | $484,672 | 20,824 | -23.2% |
| 2018-09-18 23:47 | 2018-09-18 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $22.27 | 1,800 | $40,086 | 14,409 | +14.3% |
| 2018-09-17 22:15 | 2018-09-17 | RGLD | ROYAL GOLD INC | Sokalsky Jamie C | Director | Gold | BUY | $77.18 | 2,000 | $154,360 | 10,185 | +24.4% |
| 2018-09-15 00:46 | 2018-09-13 | ECL | ECOLAB INC. | Hickey Michael A | Officer; EVP & Pres - Global Inst | Specialty Chemicals | OPT+S | $155.80 | 32,468 | $5,058,579 | 39,575 | -45.1% |
| 2018-09-14 19:02 | 2018-09-11 | TGLS | Tecnoglass Inc. | Byorum Martha L | Director | Building Materials | SALE | $9.44 | 9,503 | $89,730 | 84,664 | -10.1% |
| 2018-09-14 20:49 | 2018-09-13 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $89.49 | 500 | $44,745 | 36,282 | -1.4% |
| 2018-09-13 23:17 | 2018-09-11 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Officer; VP & Managing Director - NA | Specialty Chemicals | SALE | $190.64 | 1,000 | $190,641 | 10,411 | -8.8% |
| 2018-09-13 23:39 | 2018-09-13 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $74.61 | 215,000 | $16,041,408 | 65,716,838 | -0.3% |
| 2018-09-13 18:57 | 2018-09-12 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $3.73 | 60,309 | $224,953 | 495,385 | -10.9% |
| 2018-09-14 03:34 | 2018-09-12 | GORO | GOLD RESOURCE CORP | Irvine Richard M | Officer; Chief Operating Officer | Other Precious Metals & Mining | OPT+S | $5.00 | 20,000 | $100,004 | 31,244 | -39.0% |
| 2018-09-12 23:36 | 2018-09-10 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | Lumber & Wood Production | SALE | $8.30 | 2,100 | $17,440 | 1,316,677 | -0.2% |
| 2018-09-12 23:25 | 2018-09-10 | PQG | Ecovyst Inc. | Ferrall Paul | Officer; See Remarks | Specialty Chemicals | SALE | $17.92 | 4,739 | $84,905 | 744,239 | -0.6% |
| 2018-09-12 23:56 | 2018-09-10 | ECL | ECOLAB INC. | Berger Larry L | Officer; EVP & CTO | Specialty Chemicals | SALE | $153.65 | 9,317 | $1,431,576 | 31,093 | -23.1% |
| 2018-09-12 23:26 | 2018-09-11 | VGZ | VISTA GOLD CORP | Eppler William Durand | Director | Gold | SALE | $0.48 | 16,000 | $7,709 | 364,545 | -4.2% |
| 2018-09-12 22:22 | 2018-09-10 | UFPI | UFP INDUSTRIES INC | COLEMAN ROBERT D | Officer; Exec Vice Pres Manufacturing | Lumber & Wood Production | SALE | $37.90 | 10,000 | $378,997 | 107,483 | -8.5% |
| 2018-09-11 22:54 | 2018-09-11 | AUMN | Golden Minerals Co | Eppler William Durand | Director | Other Precious Metals & Mining | SALE | $0.22 | 10,000 | $2,200 | 93,000 | -9.7% |
| 2018-09-11 00:49 | 2018-09-06 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | Lumber & Wood Production | SALE | $8.50 | 5,700 | $48,460 | 1,318,777 | -0.4% |
| 2018-09-11 02:38 | 2018-09-07 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer; EVP & Pres., Trans. Coatings | Specialty Chemicals | SALE | $29.47 | 13,500 | $397,845 | 177,029 | -7.1% |
| 2018-09-10 23:16 | 2018-09-10 | ASIX | AdvanSix Inc. | Marberry Michael | Director | Chemicals | BUY | $34.94 | 1,434 | $50,104 | 29,116 | +5.2% |
| 2018-09-11 00:28 | 2018-09-06 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $87.59 | 699 | $61,227 | 36,782 | -1.9% |
| 2018-09-08 00:06 | 2018-09-06 | ECL | ECOLAB INC. | Mulhere Timothy P | Officer; EVP & Pres - Global Ent Eff | Specialty Chemicals | OPT+S | $152.59 | 9,800 | $1,495,421 | 19,682 | -33.2% |
| 2018-09-07 23:07 | 2018-09-05 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director | Specialty Chemicals | OPT+S | $29.78 | 250,000 | $7,445,000 | 440,828 | -36.2% |
| 2018-09-08 01:30 | 2018-09-06 | NWPX | NWPX Infrastructure, Inc. | Applebaum Michelle Galanter | Director | Steel | BUY | $17.97 | 3,604 | $64,756 | 20,000 | +22.0% |
| 2018-09-07 01:01 | 2018-09-04 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | Lumber & Wood Production | SALE | $8.59 | 3,097 | $26,600 | 1,324,477 | -0.2% |
| 2018-09-07 04:06 | 2018-09-04 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director | Specialty Chemicals | OPT+S | $29.73 | 250,000 | $7,432,500 | 440,828 | -36.2% |
| 2018-09-06 23:36 | 2018-09-06 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; President and CEO | Specialty Chemicals | BUY | $34.96 | 2,000 | $69,920 | 124,822 | +1.6% |
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.