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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-08-08 23:17 | 2018-08-06 | PAH | Element Solutions Inc | TOLBERT JOHN DAVID | Officer; Chief Human Resources Officer | Specialty Chemicals | BUY | $12.13 | 16,000 | $194,080 | 18,000 | +800.0% |
| 2018-08-08 21:42 | 2018-08-08 | MTRN | MATERION Corp | Kelley Joseph P | Officer; Vice President, Finance & CFO | Other Industrial Metals & Mining | BUY | $63.74 | 2,923 | $186,312 | 2,923 | +100.0% |
| 2018-08-08 21:42 | 2018-08-08 | MTRN | MATERION Corp | Kelley Joseph P | Officer; Vice President, Finance & CFO | Other Industrial Metals & Mining | SALE | $63.59 | 5,603 | $356,295 | 0 | -100.0% |
| 2018-08-08 00:07 | 2018-08-03 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | Lumber & Wood Production | SALE | $8.00 | 200 | $1,600 | 1,327,673 | 0.0% |
| 2018-08-07 13:09 | 2018-08-06 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.56 | 45,000 | $6,055,088 | 15,200,000 | +0.3% |
| 2018-08-07 15:37 | 2018-08-03 | EMN | EASTMAN CHEMICAL CO | King Scott V. | Officer; CAO & Controller | Specialty Chemicals | OPT+S | $101.35 | 16,192 | $1,641,049 | 5,898 | -73.3% |
| 2018-08-08 02:35 | 2018-08-07 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $3.40 | 20,000 | $68,000 | 18,191 | +100.0% |
| 2018-08-07 23:21 | 2018-08-06 | K | KELLANOVA | PILNICK GARY H | Officer; Vice Chairman | Gold | OPT+S | $72.25 | 66,655 | $4,815,937 | 57,508 | -53.7% |
| 2018-08-07 23:39 | 2018-08-06 | PAH | Element Solutions Inc | Pershing Square Capital Management, L.P. | Director, 10% owner | Specialty Chemicals | BUY | $12.10 | 9,968,304 | $120,616,478 | 40,451,506 | +32.7% |
| 2018-08-07 23:39 | 2018-08-06 | PAH | Element Solutions Inc | Pershing Square Capital Management, L.P. | Director, 10% owner | Specialty Chemicals | SALE | $12.10 | 9,968,304 | $120,616,478 | 40,451,506 | -19.8% |
| 2018-08-07 00:31 | 2018-08-03 | ECL | ECOLAB INC. | McCormick Michael C. | Officer; EVP, GC & Secretary | Specialty Chemicals | OPT+S | $146.45 | 13,400 | $1,962,430 | 51,528 | -20.6% |
| 2018-08-06 22:30 | 2018-08-03 | SHW | SHERWIN WILLIAMS CO | CRONIN JANE M. | Officer; SVP - Corporate Controller | Specialty Chemicals | SALE | $443.16 | 858 | $380,231 | 3,257 | -20.9% |
| 2018-08-06 13:06 | 2018-08-03 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.04 | 127,500 | $17,089,628 | 15,155,000 | +0.8% |
| 2018-08-06 18:57 | 2018-08-03 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Director, Officer; CEO & Board Chair | Specialty Chemicals | SALE | $100.00 | 20,000 | $2,000,000 | 190,584 | -9.5% |
| 2018-08-06 22:32 | 2018-08-03 | SHW | SHERWIN WILLIAMS CO | Wells Robert J | Officer; SVP-Corp Comm & Public Affairs | Specialty Chemicals | SALE | $442.92 | 3,000 | $1,328,760 | 15,383 | -16.3% |
| 2018-08-06 23:12 | 2018-08-02 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP/GL - Grease, FP, GS, Mktg. | Specialty Chemicals | SALE | $170.00 | 1,243 | $211,310 | 3,513 | -26.1% |
| 2018-08-06 23:48 | 2018-08-03 | CDE | Coeur Mining, Inc. | KREBS MITCHELL J | Director, Officer; President and CEO | Gold | BUY | $6.61 | 10,000 | $66,100 | 748,802 | +1.4% |
| 2018-08-06 22:01 | 2018-08-03 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $73.43 | 1,950 | $143,189 | 900 | -68.4% |
| 2018-08-06 23:50 | 2018-08-03 | CDE | Coeur Mining, Inc. | THOMPSON J KENNETH | Director | Gold | BUY | $6.60 | 10,000 | $65,970 | 107,929 | +10.2% |
| 2018-08-06 14:02 | 2018-08-03 | TROX | Tronox Holdings plc | QUINN JEFFRY N | Director, Officer; President & CEO | Chemicals | BUY | $16.97 | 12,000 | $203,580 | 6,000 | +100.0% |
| 2018-08-06 16:02 | 2018-08-03 | LODE | Comstock Inc. | Smith Timothy Dwinell | Officer; Chief Accounting Officer | Other Precious Metals & Mining | BUY | $0.19 | 2,500 | $465 | 6,000 | +71.4% |
| 2018-08-06 20:56 | 2018-08-03 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | SALE | $63.31 | 2,000 | $126,617 | 12,523 | -13.8% |
| 2018-08-04 00:57 | 2018-08-01 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | Lumber & Wood Production | SALE | $8.18 | 11,471 | $93,851 | 1,327,873 | -0.9% |
| 2018-08-03 18:38 | 2018-08-02 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $132.14 | 127,500 | $16,847,340 | 15,027,500 | +0.9% |
| 2018-08-03 23:30 | 2018-08-03 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | BUY | $16.76 | 4,500 | $75,420 | 25,138 | +21.8% |
| 2018-08-04 00:07 | 2018-08-02 | ECL | ECOLAB INC. | Inchaustegui Roberto | Officer; EVP & Pres-Global Serv & Spec | Specialty Chemicals | OPT+S | $145.71 | 10,600 | $1,544,537 | 22,602 | -31.9% |
| 2018-08-04 00:11 | 2018-08-02 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $146.40 | 500 | $73,198 | 2,500 | +25.0% |
| 2018-08-03 23:49 | 2018-08-02 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $111.91 | 6,000 | $671,451 | 73,741 | -7.5% |
| 2018-08-03 23:49 | 2018-08-02 | KALU | KAISER ALUMINUM CORP | ELLSWORTH MELINDA C | Officer; VP IR & Corp. Communications | Aluminum | SALE | $112.23 | 1,100 | $123,456 | 6,842 | -13.9% |
| 2018-08-03 23:25 | 2018-08-01 | NEM | NEWMONT Corp /DE/ | Buese Nancy | Officer; EVP & CFO | Gold | SALE | $36.45 | 2,000 | $72,900 | 9,142 | -18.0% |
| 2018-08-03 23:21 | 2018-08-01 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; President and CEO | Gold | SALE | $36.45 | 4,000 | $145,800 | 547,788 | -0.7% |
| 2018-08-03 23:18 | 2018-08-01 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and General Counsel | Gold | SALE | $36.27 | 3,500 | $126,945 | 178,264 | -1.9% |
| 2018-08-03 23:17 | 2018-08-01 | NEM | NEWMONT Corp /DE/ | Dorward-King Elaine J | Officer; EVP, S&ER | Gold | SALE | $36.45 | 3,000 | $109,350 | 108,831 | -2.7% |
| 2018-08-02 20:28 | 2018-07-31 | SHW | SHERWIN WILLIAMS CO | IPPOLITO PETER J. | Officer; President, The Americas Group | Specialty Chemicals | OPT+S | $440.91 | 3,839 | $1,692,653 | 0 | -100.0% |
| 2018-08-02 13:04 | 2018-08-01 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $132.41 | 122,500 | $16,220,629 | 14,900,000 | +0.8% |
| 2018-08-02 23:14 | 2018-07-31 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Officer; VP & Managing Director - NA | Specialty Chemicals | SALE | $170.84 | 500 | $85,419 | 11,411 | -4.2% |
| 2018-08-02 23:20 | 2018-07-31 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP/GL - Grease, FP, GS, Mktg. | Specialty Chemicals | SALE | $170.00 | 524 | $89,080 | 4,756 | -9.9% |
| 2018-08-03 00:25 | 2018-08-01 | RS | RELIANCE, INC. | HANNAH DAVID H | Director | Steel | SALE | $90.04 | 25,000 | $2,251,000 | 103,200 | -19.5% |
| 2018-08-03 01:17 | 2018-07-31 | SCL | STEPAN CO | STEPAN F QUINN | Director | Specialty Chemicals | SALE | $87.59 | 3,433 | $300,696 | 505,222 | -0.7% |
| 2018-08-01 20:58 | 2018-07-31 | EMN | EASTMAN CHEMICAL CO | BOLDEA LUCIAN | Officer; Senior Vice President | Specialty Chemicals | SALE | $103.58 | 3,523 | $364,912 | 0 | -100.0% |
| 2018-08-01 19:41 | 2018-07-30 | FUL | FULLER H B CO | Kenny Steven | Officer; Senior VP, Emerging Markets | Specialty Chemicals | SALE | $56.19 | 2,200 | $123,616 | 30,579 | -6.7% |
| 2018-08-02 00:17 | 2018-07-30 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | OPT+S | $56.36 | 7,213 | $406,554 | 22,960 | -23.9% |
| 2018-08-01 20:26 | 2018-07-31 | MERC | MERCER INTERNATIONAL INC. | Shepherd James | Director | Paper & Paper Products | SALE | $17.75 | 4,800 | $85,200 | 30,840 | -13.5% |
| 2018-08-01 17:02 | 2018-07-30 | MLM | MARTIN MARIETTA MATERIALS INC | ZELNAK STEPHEN P JR | Director | Building Materials | BUY | $202.87 | 3,500 | $710,045 | 21,880 | +19.0% |
| 2018-07-31 18:02 | 2018-07-27 | SHW | SHERWIN WILLIAMS CO | Baxter Joel D. | Officer; Pres. & GM, Glob. Supply Chain | Specialty Chemicals | SALE | $447.21 | 2,533 | $1,132,775 | 993 | -71.8% |
| 2018-07-31 23:41 | 2018-07-30 | CDE | Coeur Mining, Inc. | Mitchell Peter C. | Officer; SVP & Chief Financial Officer | Gold | SALE | $7.03 | 20,000 | $140,600 | 278,373 | -6.7% |
| 2018-07-30 23:10 | 2018-07-26 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP/GL - Grease, FP, GS, Mktg. | Specialty Chemicals | SALE | $165.00 | 518 | $85,470 | 5,280 | -8.9% |
| 2018-07-30 19:41 | 2018-07-26 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Director, Officer; Chairman, President & CEO | Specialty Chemicals | OPT+S | $439.30 | 20,946 | $9,201,513 | 83,961 | -20.0% |
| 2018-07-30 19:17 | 2018-07-27 | MLM | MARTIN MARIETTA MATERIALS INC | KORALESKI JOHN J | Director | Building Materials | BUY | $208.06 | 2,400 | $499,332 | 4,750 | +102.1% |
| 2018-07-30 20:23 | 2018-07-30 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.39 | 5,000 | $1,938 | 1,575,000 | +0.3% |
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.