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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-08-16 04:33 | 2018-08-15 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.24 | 10,000 | $32,400 | 18,229,535 | +0.1% |
| 2018-08-15 23:39 | 2018-08-14 | KOP | Koppers Holdings Inc. | Johnson R. Michael | Officer; VP Utility and Industrial Prod | Specialty Chemicals | BUY | $35.36 | 25,000 | $884,000 | 46,534 | +116.1% |
| 2018-08-15 23:36 | 2018-08-14 | KOP | Koppers Holdings Inc. | Sullivan James A. | Officer; SVP RPS, Global CM&C | Specialty Chemicals | BUY | $35.73 | 1,000 | $35,730 | 30,982 | +3.3% |
| 2018-08-15 23:41 | 2018-08-14 | KOP | Koppers Holdings Inc. | NEUPAVER ALBERT J | Director | Specialty Chemicals | BUY | $35.88 | 5,000 | $179,400 | 45,316 | +12.4% |
| 2018-08-16 00:49 | 2018-08-13 | PAH | Element Solutions Inc | ASHKEN IAN G H | Director | Specialty Chemicals | BUY | $12.01 | 50,000 | $600,400 | 327,880 | +18.0% |
| 2018-08-15 20:09 | 2018-08-14 | LODE | Comstock Inc. | DEGASPERIS CORRADO F | Director, Officer; Chairman, President and CEO | Other Precious Metals & Mining | BUY | $0.17 | 14,000 | $2,352 | 473,100 | +3.0% |
| 2018-08-16 03:13 | 2018-08-15 | WDFC | WD 40 CO | NOBLE WILLIAM B | Officer; Managing Director, Europe | Specialty Chemicals | SALE | $166.13 | 2,000 | $332,260 | 10,081 | -16.6% |
| 2018-08-14 23:16 | 2018-08-13 | LONE | Lonestar Resources US Inc. | Murray John H. | Director | Other Industrial Metals & Mining | BUY | $8.79 | 7,600 | $66,837 | 91,579 | +9.0% |
| 2018-08-15 00:00 | 2018-08-13 | TROX | Tronox Holdings plc | Blue Gregory Daniel | Director | Chemicals | SALE | $15.66 | 10,000 | $156,600 | 69,795 | -12.5% |
| 2018-08-15 01:53 | 2018-08-14 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.31 | 8,100 | $26,811 | 18,219,535 | +0.0% |
| 2018-08-15 00:43 | 2018-08-14 | LODE | Comstock Inc. | Smith Timothy Dwinell | Officer; Chief Accounting Officer | Other Precious Metals & Mining | BUY | $0.17 | 4,000 | $679 | 10,000 | +66.7% |
| 2018-08-13 15:15 | 2018-08-10 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.85 | 100,000 | $13,385,200 | 15,600,000 | +0.6% |
| 2018-08-13 16:45 | 2018-08-09 | LONE | Lonestar Resources US Inc. | Murray John H. | Director | Other Industrial Metals & Mining | BUY | $8.49 | 15,400 | $130,820 | 83,979 | +22.5% |
| 2018-08-13 18:26 | 2018-08-09 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | OPT+S | $89.15 | 375 | $33,431 | 8,229 | -4.4% |
| 2018-08-13 18:05 | 2018-08-09 | FUL | FULLER H B CO | JENSEN TRACI L | Officer; Sr.VP, Global Const. Adhesives | Specialty Chemicals | SALE | $57.45 | 4,508 | $258,976 | 14,774 | -23.4% |
| 2018-08-14 02:32 | 2018-08-13 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.36 | 6,900 | $23,184 | 18,211,435 | +0.0% |
| 2018-08-14 00:10 | 2018-08-09 | BCC | BOISE CASCADE Co | HIBBS KELLY E. | Officer; VP and Controller | Lumber & Wood Production | OPT+S | $44.30 | 4,114 | $182,260 | 29,987 | -12.1% |
| 2018-08-13 23:19 | 2018-08-09 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $88.94 | 825 | $73,337 | 37,481 | -2.2% |
| 2018-08-10 13:04 | 2018-08-09 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.63 | 120,000 | $16,155,804 | 15,500,000 | +0.8% |
| 2018-08-10 18:15 | 2018-08-09 | METC | Ramaco Resources, Inc. | Cryder Bruce E | Director | Coking Coal | BUY | $7.38 | 3,368 | $24,860 | 28,015 | +13.7% |
| 2018-08-10 23:12 | 2018-08-08 | KWR | QUAKER CHEMICAL CORP | ETTINGER RONALD S | Officer; VP - Human Resources | Specialty Chemicals | SALE | $167.00 | 300 | $50,100 | 4,691 | -6.0% |
| 2018-08-10 23:06 | 2018-08-08 | TSE | Trinseo PLC | Keenan Catherine C. | Officer; See Remarks | Specialty Chemicals | SALE | $77.95 | 1,643 | $128,072 | 6,534 | -20.1% |
| 2018-08-11 00:51 | 2018-08-09 | ECL | ECOLAB INC. | Beck Christophe | Officer; EVP & Pres-Global Nalco Water | Specialty Chemicals | OPT+S | $147.83 | 25,500 | $3,769,647 | 25,149 | -50.3% |
| 2018-08-10 15:16 | 2018-08-08 | SHW | SHERWIN WILLIAMS CO | Hodnik David F | Director | Specialty Chemicals | SALE | $447.19 | 524 | $234,328 | 10,105 | -4.9% |
| 2018-08-10 23:30 | 2018-08-10 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr.VP, Sales, Mkt Dev Supp Chn | Agricultural Inputs | OPT+S | $50.31 | 10,675 | $537,082 | 71,490 | -13.0% |
| 2018-08-10 23:30 | 2018-08-08 | CF | CF Industries Holdings, Inc. | Hall Adam L | Officer; VP, Corporate Development | Agricultural Inputs | OPT+S | $48.59 | 20,256 | $984,190 | 24,026 | -45.7% |
| 2018-08-10 20:35 | 2018-08-09 | CBT | CABOT CORP | BERUBE BRIAN A | Officer; SVP, General Counsel | Specialty Chemicals | OPT+S | $65.43 | 13,448 | $879,846 | 45,759 | -22.7% |
| 2018-08-10 23:17 | 2018-08-08 | KWR | QUAKER CHEMICAL CORP | BENOLIEL D JEFFRY | Officer; VP - MW, Can and Mining | Specialty Chemicals | SALE | $168.22 | 4,000 | $672,884 | 8,000 | -33.3% |
| 2018-08-10 19:01 | 2018-08-08 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $88.55 | 2,000 | $177,108 | 38,306 | -5.0% |
| 2018-08-10 16:03 | 2018-08-08 | OLN | OLIN Corp | MCINTOSH JOHN L | Officer; EVP, Synergies & Systems | Chemicals | OPT+S | $29.98 | 42,000 | $1,259,210 | 55,141 | -43.2% |
| 2018-08-10 23:58 | 2018-08-09 | ECL | ECOLAB INC. | REICH VICTORIA | Director | Specialty Chemicals | OPT+S | $148.40 | 6,700 | $994,247 | 18,787 | -26.3% |
| 2018-08-10 23:19 | 2018-08-09 | KWR | QUAKER CHEMICAL CORP | CALDWELL DONALD R | Director | Specialty Chemicals | SALE | $170.00 | 599 | $101,830 | 5,866 | -9.3% |
| 2018-08-10 00:40 | 2018-08-07 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | Lumber & Wood Production | SALE | $8.00 | 99 | $792 | 1,327,574 | 0.0% |
| 2018-08-09 13:25 | 2018-08-08 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.13 | 180,000 | $24,142,860 | 15,380,000 | +1.2% |
| 2018-08-09 23:25 | 2018-08-07 | PAH | Element Solutions Inc | FRANKLIN MARTIN E | Director | Specialty Chemicals | BUY | $12.25 | 375,000 | $4,593,750 | 875,000 | +75.0% |
| 2018-08-10 04:02 | 2018-08-08 | AXTA | Axalta Coating Systems Ltd. | MCLAUGHLIN ROBERT M | Director | Specialty Chemicals | SALE | $30.33 | 4,920 | $149,224 | 39,442 | -11.1% |
| 2018-08-09 23:26 | 2018-08-09 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $71.20 | 150,000 | $10,680,105 | 65,931,838 | -0.2% |
| 2018-08-09 14:52 | 2018-08-08 | MTX | MINERALS TECHNOLOGIES INC | CARMOLA JOHN J | Director | Specialty Chemicals | BUY | $68.00 | 800 | $54,400 | 1,200 | +200.0% |
| 2018-08-09 23:26 | 2018-08-07 | PAH | Element Solutions Inc | ASHKEN IAN G H | Director | Specialty Chemicals | BUY | $12.25 | 50,000 | $612,500 | 277,880 | +21.9% |
| 2018-08-09 00:29 | 2018-08-06 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $77.76 | 44,793 | $3,483,108 | 15,625,196 | -0.3% |
| 2018-08-08 23:22 | 2018-08-07 | ASIX | AdvanSix Inc. | Marberry Michael | Director | Chemicals | BUY | $34.79 | 1,437 | $49,993 | 27,682 | +5.5% |
| 2018-08-09 02:14 | 2018-08-08 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.47 | 13,800 | $47,886 | 18,204,535 | +0.1% |
| 2018-08-08 23:41 | 2018-08-06 | ZEUS | Olympic Steel Inc. | Anton Arthur F | Director | Steel | BUY | $23.37 | 10,000 | $233,700 | 33,778 | +42.1% |
| 2018-08-09 00:11 | 2018-08-08 | BCC | BOISE CASCADE Co | SAHLBERG JOHN T. | Officer; SVP and General Counsel | Lumber & Wood Production | SALE | $43.99 | 7,815 | $343,809 | 58,988 | -11.7% |
| 2018-08-09 00:10 | 2018-08-07 | BCC | BOISE CASCADE Co | HUTCHINSON DANIEL G | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $43.79 | 13,671 | $598,680 | 43,223 | -24.0% |
| 2018-08-08 23:31 | 2018-08-06 | CF | CF Industries Holdings, Inc. | O'Brien Rosemary L | Officer; VP, Public Affairs | Agricultural Inputs | OPT+S | $49.16 | 6,200 | $304,765 | 30,015 | -17.1% |
| 2018-08-08 23:30 | 2018-08-06 | CF | CF Industries Holdings, Inc. | FURBACHER STEPHEN A | Director | Agricultural Inputs | SALE | $49.52 | 2,000 | $99,042 | 54,690 | -3.5% |
| 2018-08-08 23:54 | 2018-08-08 | DWDP | DuPont de Nemours, Inc. | BREEN EDWARD D | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $67.61 | 29,580 | $1,999,839 | 364,232 | +8.8% |
| 2018-08-08 23:41 | 2018-08-07 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $6.33 | 1,000 | $6,327 | 131,995 | +0.8% |
| 2018-08-09 00:25 | 2018-08-06 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $77.76 | 40,329 | $3,135,987 | 2,754,984 | -1.4% |
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.