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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-07-02 21:54 | 2018-06-28 | MTX | MINERALS TECHNOLOGIES INC | FEDER FRANKLIN | Director | Specialty Chemicals | BUY | $75.10 | 450 | $33,795 | 450 | +100.0% |
| 2018-07-02 18:02 | 2018-06-29 | FUL | FULLER H B CO | VAN SANT R WILLIAM | Director | Specialty Chemicals | SALE | $54.12 | 5,500 | $297,643 | 17,665 | -23.7% |
| 2018-06-30 01:33 | 2018-06-29 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Officer; CFO and Vice President | Gold | SALE | $93.14 | 4,091 | $381,036 | 69,581 | -5.6% |
| 2018-06-29 23:15 | 2018-06-27 | LODE | Comstock Inc. | WINFIELD JOHN V | 10% owner | Other Precious Metals & Mining | SALE | $0.24 | 129,000 | $31,141 | 8,456,067 | -1.5% |
| 2018-06-29 00:12 | 2018-06-27 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Officer; CFO and Vice President | Gold | SALE | $91.87 | 6,360 | $584,293 | 73,672 | -7.9% |
| 2018-06-29 01:13 | 2018-06-27 | GORO | GOLD RESOURCE CORP | Irvine Richard M | Officer; Chief Operating Officer | Other Precious Metals & Mining | SALE | $6.81 | 20,000 | $136,200 | 21,101 | -48.7% |
| 2018-06-29 00:44 | 2018-06-27 | GORO | GOLD RESOURCE CORP | Devlin Barry D | Officer; VP Exploration | Other Precious Metals & Mining | OPT+S | $6.69 | 33,333 | $223,061 | 15,978 | -67.6% |
| 2018-06-27 23:05 | 2018-06-27 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $69.85 | 160,000 | $11,175,648 | 66,231,838 | -0.2% |
| 2018-06-25 16:14 | 2018-06-21 | NUE | NUCOR CORP | Topalian Leon J | Officer; Executive Vice President | Steel | SALE | $64.98 | 3,115 | $202,411 | 43,370 | -6.7% |
| 2018-06-26 01:32 | 2018-06-21 | SNES | SenesTech, Inc. | Mayer Loretta Powers | Director, Officer; CEO & Chief Scientific Officer | Specialty Chemicals | SALE | $2.13 | 6,000 | $12,780 | 405,971 | -1.5% |
| 2018-06-25 16:16 | 2018-06-22 | NUE | NUCOR CORP | Keller Michael D | Officer; Vice Pres. and Corp. Contro | Steel | SALE | $65.56 | 14,664 | $961,406 | 26,720 | -35.4% |
| 2018-06-25 21:43 | 2018-06-04 | LODE | Comstock Inc. | Drozdoff Leo M | Director | Other Precious Metals & Mining | BUY | $0.35 | 5,000 | $1,725 | 6,200 | +416.7% |
| 2018-06-25 21:58 | 2018-06-20 | LODE | Comstock Inc. | DEGASPERIS CORRADO F | Director, Officer; Chairman, President and CEO | Other Precious Metals & Mining | BUY | $0.24 | 218,000 | $52,364 | 459,100 | +90.4% |
| 2018-06-23 00:56 | 2018-05-15 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; VP & Chief Accounting Officer | Aluminum | SALE | $103.40 | 725 | $74,965 | 7,084 | -9.3% |
| 2018-06-22 17:46 | 2018-06-20 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | OPT+S | $80.20 | 69,909 | $5,607,037 | 92,061 | -43.2% |
| 2018-06-22 22:57 | 2018-06-20 | LODE | Comstock Inc. | WINFIELD JOHN V | 10% owner | Other Precious Metals & Mining | SALE | $0.24 | 500,000 | $120,600 | 8,585,067 | -5.5% |
| 2018-06-21 23:04 | 2018-06-20 | MAGE | MAGELLAN COPPER & GOLD Corp | POWER JOHN C /CA/ | Director | Gold | BUY | $0.02 | 925,000 | $18,500 | 10,012,330 | +10.2% |
| 2018-06-21 18:58 | 2018-05-31 | MAGE | MAGELLAN COPPER & GOLD Corp | Gibbs John D | 10% owner | Gold | BUY | $0.02 | 5,000,000 | $100,000 | 41,172,488 | +13.8% |
| 2018-06-21 19:10 | 2018-06-20 | GORO | GOLD RESOURCE CORP | Browne Jessica M | Officer; VP, General Counsel, Secretary | Other Precious Metals & Mining | OPT+S | $6.49 | 66,666 | $432,662 | 4,623 | -93.5% |
| 2018-06-21 19:10 | 2018-06-20 | GORO | GOLD RESOURCE CORP | LABATE JOHN A | Officer; Chief Financial Officer | Other Precious Metals & Mining | OPT+S | $6.49 | 60,000 | $389,400 | 5,978 | -90.9% |
| 2018-06-20 23:08 | 2018-06-18 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $86.04 | 16,603 | $1,428,496 | 15,669,989 | -0.1% |
| 2018-06-21 00:14 | 2018-06-20 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Officer; VP Corp Dev & Ops | Gold | SALE | $91.91 | 6,480 | $595,577 | 80,032 | -7.5% |
| 2018-06-20 23:10 | 2018-06-18 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $86.04 | 14,947 | $1,286,016 | 2,795,313 | -0.5% |
| 2018-06-20 23:06 | 2018-06-18 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | OPT+S | $84.54 | 140,477 | $11,875,406 | 92,061 | -60.4% |
| 2018-06-20 23:23 | 2018-06-18 | POL | AVIENT CORP | Powell William Howard | Director | Specialty Chemicals | SALE | $43.19 | 19,000 | $820,650 | 5,000 | -79.2% |
| 2018-06-20 19:58 | 2018-06-20 | LODE | Comstock Inc. | Smith Timothy Dwinell | Officer; Chief Accounting Officer | Other Precious Metals & Mining | BUY | $0.25 | 3,500 | $875 | 3,500 | +100.0% |
| 2018-06-20 19:31 | 2018-06-18 | LODE | Comstock Inc. | WINFIELD JOHN V | 10% owner | Other Precious Metals & Mining | SALE | $0.26 | 280,114 | $71,429 | 9,085,067 | -3.0% |
| 2018-06-21 01:53 | 2018-06-20 | AUMN | Golden Minerals Co | Rehn Warren | Director, Officer; President and CEO | Other Precious Metals & Mining | BUY | $0.34 | 20,000 | $6,738 | 420,000 | +5.0% |
| 2018-06-19 23:25 | 2018-06-15 | CE | Celanese Corp | Edwards Peter G | Officer; EVP & GC | Chemicals | SALE | $115.44 | 3,674 | $424,134 | 12,193 | -23.2% |
| 2018-06-18 23:58 | 2018-06-14 | RYAM | RAYONIER ADVANCED MATERIALS INC. | HERMAN MICHAEL R | Officer; SVP, Gen Counsel & Corp Sec | Chemicals | BUY | $17.12 | 2,900 | $49,638 | 123,914 | +2.4% |
| 2018-06-19 00:45 | 2018-06-15 | AXTA | Axalta Coating Systems Ltd. | MCLAUGHLIN ROBERT M | Director | Specialty Chemicals | SALE | $31.06 | 5,000 | $155,300 | 44,362 | -10.1% |
| 2018-06-18 23:07 | 2018-06-14 | LODE | Comstock Inc. | WINFIELD JOHN V | 10% owner | Other Precious Metals & Mining | SALE | $0.25 | 354,930 | $90,152 | 9,365,181 | -3.7% |
| 2018-06-18 16:44 | 2018-06-14 | SANW | S&W Seed Company | MFP PARTNERS LP | 10% owner, Other | Agricultural Inputs | BUY | $3.29 | 2,270 | $7,468 | 7,102,300 | +0.0% |
| 2018-06-15 13:38 | 2018-06-14 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $124.01 | 150,000 | $18,601,290 | 14,000,000 | +1.1% |
| 2018-06-15 23:20 | 2018-06-15 | CE | Celanese Corp | Edwards Peter G | Officer; EVP & GC | Chemicals | SALE | $115.44 | 3,674 | $424,134 | 12,160 | -23.2% |
| 2018-06-16 01:47 | 2018-06-13 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $115.00 | 5,000 | $575,000 | 55,253 | -8.3% |
| 2018-06-15 23:46 | 2018-06-13 | KALU | KAISER ALUMINUM CORP | BARNESON JOHN | Officer; Sr. VP - Corporate Development | Aluminum | SALE | $112.53 | 7,000 | $787,708 | 48,222 | -12.7% |
| 2018-06-15 19:40 | 2018-06-05 | SCCO | SOUTHERN COPPER CORP/ | Muniz Quintanilla Daniel | Director, Officer; Executive Vice President | Copper | SALE | $51.20 | 1,600 | $81,920 | 0 | -100.0% |
| 2018-06-14 13:15 | 2018-06-13 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $123.75 | 100,000 | $12,375,070 | 13,850,000 | +0.7% |
| 2018-06-14 18:50 | 2018-06-13 | SYNL | Ascent Industries Co. | Guy Henry L | Director | Chemicals | BUY | $19.89 | 5,000 | $99,450 | 5,400 | +1,250.0% |
| 2018-06-14 21:31 | 2018-06-12 | CBT | CABOT CORP | Prevost Patrick M. | Director | Specialty Chemicals | SALE | $64.09 | 6,151 | $394,218 | 276,894 | -2.2% |
| 2018-06-14 18:42 | 2018-06-11 | SYNL | Ascent Industries Co. | Wright Murray H | Director | Chemicals | SALE | $20.00 | 10,000 | $200,000 | 30,000 | -25.0% |
| 2018-06-14 21:16 | 2018-06-13 | GORO | GOLD RESOURCE CORP | Devlin Barry D | Officer; VP Exploration | Other Precious Metals & Mining | OPT+S | $6.10 | 50,000 | $305,000 | 15,978 | -75.8% |
| 2018-06-13 21:49 | 2018-06-11 | AVD | AMERICAN VANGUARD CORP | Porpiglia Peter | Officer; See Remarks | Agricultural Inputs | OPT+S | $23.47 | 2,800 | $65,716 | 21,757 | -11.4% |
| 2018-06-13 13:06 | 2018-06-12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $124.79 | 150,400 | $18,767,935 | 13,750,000 | +1.1% |
| 2018-06-13 20:28 | 2018-05-31 | MAGE | MAGELLAN COPPER & GOLD Corp | POWER JOHN C /CA/ | Director | Gold | BUY | $0.02 | 1,000,000 | $20,000 | 9,037,330 | +12.4% |
| 2018-06-13 23:01 | 2018-06-12 | MTX | MINERALS TECHNOLOGIES INC | MAYGER DOUGLAS W | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $75.31 | 9,198 | $692,701 | 37,689 | -19.6% |
| 2018-06-13 22:22 | 2018-06-13 | MLM | MARTIN MARIETTA MATERIALS INC | McCunniff Donald A. | Officer; SVP - Human Resources | Building Materials | SALE | $230.72 | 4,226 | $975,031 | 14,899 | -22.1% |
| 2018-06-14 00:38 | 2018-06-11 | DWDP | DuPont de Nemours, Inc. | LIVERIS ANDREW N | Other | Specialty Chemicals | OPT+S | $69.57 | 100,000 | $6,956,970 | 387,618 | -20.5% |
| 2018-06-13 23:50 | 2018-06-13 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $7.97 | 1,000 | $7,970 | 130,995 | +0.8% |
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.