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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-05-23 00:18 | 2018-05-21 | MERC | MERCER INTERNATIONAL INC. | Lauritzen Eric | Director | Paper & Paper Products | SALE | $15.93 | 11,200 | $178,416 | 38,085 | -22.7% |
| 2018-05-22 19:18 | 2018-05-21 | WLK | WESTLAKE CORP | Bender Mark Steven | Officer; EVP and CFO | Specialty Chemicals | OPT+S | $122.83 | 12,066 | $1,482,122 | 15,810 | -43.3% |
| 2018-05-22 23:26 | 2018-05-18 | RS | RELIANCE, INC. | KAMINSKI MARK V | Director | Steel | SALE | $95.88 | 8,200 | $786,216 | 5,979 | -57.8% |
| 2018-05-21 13:59 | 2018-05-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $127.13 | 200,000 | $25,425,500 | 12,200,000 | +1.7% |
| 2018-05-18 20:01 | 2018-05-17 | MTX | MINERALS TECHNOLOGIES INC | PITTMAN CAROLYN K | Director | Specialty Chemicals | BUY | $72.65 | 400 | $29,060 | 400 | +100.0% |
| 2018-05-18 13:36 | 2018-05-17 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $125.06 | 200,000 | $25,012,380 | 12,000,000 | +1.7% |
| 2018-05-18 16:08 | 2018-05-17 | LONE | Lonestar Resources US Inc. | Murray John H. | Director | Other Industrial Metals & Mining | BUY | $7.01 | 9,570 | $67,086 | 68,579 | +16.2% |
| 2018-05-18 23:15 | 2018-05-16 | TSE | Trinseo PLC | Stasse David Phillip | Officer; See Remarks | Specialty Chemicals | OPT+S | $76.72 | 6,613 | $507,322 | 22,570 | -22.7% |
| 2018-05-18 23:18 | 2018-05-17 | GPRE | Green Plains Inc. | Kolomaya Paul E | Officer; EVP - Commodity Finance | Chemicals | SALE | $20.56 | 8,000 | $164,450 | 88,704 | -8.3% |
| 2018-05-19 00:29 | 2018-05-18 | HDSN | HUDSON TECHNOLOGIES INC /NY | MORCH OTTO C | Director | Specialty Chemicals | SALE | $2.52 | 12,224 | $30,754 | 31,403 | -28.0% |
| 2018-05-18 23:11 | 2018-05-16 | KWR | QUAKER CHEMICAL CORP | CALDWELL DONALD R | Director | Specialty Chemicals | SALE | $152.78 | 1,305 | $199,379 | 5,896 | -18.1% |
| 2018-05-18 00:52 | 2018-05-15 | PQG | Ecovyst Inc. | Coxon Robert | Director | Specialty Chemicals | BUY | $0.00 | 14,440 | $0 | 102,636 | +16.4% |
| 2018-05-17 13:14 | 2018-05-16 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $124.16 | 49,807 | $6,183,908 | 11,800,000 | +0.4% |
| 2018-05-18 01:17 | 2018-05-16 | CBT | CABOT CORP | von Gottberg Friedrich | Officer; Senior Vice President | Specialty Chemicals | SALE | $61.51 | 4,212 | $259,080 | 20,642 | -16.9% |
| 2018-05-18 00:55 | 2018-05-15 | PQG | Ecovyst Inc. | Ross Kimberly A. | Director | Specialty Chemicals | BUY | $0.00 | 14,440 | $0 | 26,815 | +116.7% |
| 2018-05-18 01:18 | 2018-05-16 | CBT | CABOT CORP | Prevost Patrick M. | Director | Specialty Chemicals | OPT+S | $61.46 | 155,061 | $9,530,096 | 283,045 | -35.4% |
| 2018-05-18 00:51 | 2018-05-15 | PQG | Ecovyst Inc. | Vann Kyle D | Director | Specialty Chemicals | BUY | $0.00 | 14,440 | $0 | 73,561 | +24.4% |
| 2018-05-17 23:07 | 2018-05-15 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Chwat Anne | Officer; EVP, GC, & Corp. Sec'y | Specialty Chemicals | SALE | $125.90 | 3,000 | $377,700 | 34,561 | -8.0% |
| 2018-05-18 00:51 | 2018-05-15 | PQG | Ecovyst Inc. | Craighead Martin S | Director | Specialty Chemicals | BUY | $0.00 | 14,440 | $0 | 43,955 | +48.9% |
| 2018-05-18 00:28 | 2018-05-15 | KOP | Koppers Holdings Inc. | Johnson R. Michael | Officer; VP Utility and Industrial Prod | Specialty Chemicals | BUY | $38.94 | 20,000 | $778,886 | 21,534 | +1,303.8% |
| 2018-05-18 01:55 | 2018-05-15 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $110.00 | 10,000 | $1,100,000 | 51,715 | -16.2% |
| 2018-05-18 01:25 | 2018-05-16 | HUN | Huntsman CORP | ESPLIN J KIMO | Officer; Exec VP, Strategy & Investment | Chemicals | SALE | $32.69 | 16,106 | $526,489 | 382,867 | -4.0% |
| 2018-05-17 23:05 | 2018-05-14 | HUN | Huntsman CORP | ESPLIN J KIMO | Officer; Exec VP, Strategy & Investment | Chemicals | SALE | $31.81 | 34,399 | $1,094,397 | 398,973 | -7.9% |
| 2018-05-17 23:19 | 2018-05-16 | MUX | McEwen Inc. | AMBROSE ALLEN V | Director | Other Precious Metals & Mining | BUY | $2.08 | 19,230 | $39,995 | 451,134 | +4.5% |
| 2018-05-16 13:42 | 2018-05-15 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $124.06 | 150,000 | $18,609,075 | 11,750,193 | +1.3% |
| 2018-05-16 21:42 | 2018-05-16 | LONE | Lonestar Resources US Inc. | Bracken Frank D III | Officer; CHIEF EXECUTIVE OFFICER | Other Industrial Metals & Mining | BUY | $6.48 | 2,200 | $14,256 | 127,123 | +1.8% |
| 2018-05-17 00:05 | 2018-05-15 | AXTA | Axalta Coating Systems Ltd. | Bryant Robert W. | Officer; EVP & CFO | Specialty Chemicals | OPT+S | $31.12 | 73,277 | $2,280,380 | 211,711 | -25.7% |
| 2018-05-16 23:53 | 2018-05-14 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer; EVP & Pres., Trans. Coatings | Specialty Chemicals | OPT+S | $31.32 | 88,479 | $2,771,162 | 235,396 | -27.3% |
| 2018-05-16 23:50 | 2018-05-14 | AXTA | Axalta Coating Systems Ltd. | Finn Michael F. | Officer; SVP & General Counsel | Specialty Chemicals | SALE | $31.33 | 20,442 | $640,530 | 106,438 | -16.1% |
| 2018-05-17 00:04 | 2018-05-14 | CBT | CABOT CORP | Cross Nicholas S. | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $60.99 | 15,370 | $937,416 | 54,597 | -22.0% |
| 2018-05-17 00:04 | 2018-05-14 | CBT | CABOT CORP | von Gottberg Friedrich | Officer; Senior Vice President | Specialty Chemicals | SALE | $61.23 | 10,000 | $612,300 | 24,854 | -28.7% |
| 2018-05-16 23:30 | 2018-05-14 | KALU | KAISER ALUMINUM CORP | Parkinson Ray | Officer; VP - Advanced Engineering | Aluminum | SALE | $105.03 | 3,262 | $342,595 | 5,837 | -35.9% |
| 2018-05-17 00:09 | 2018-05-14 | CBT | CABOT CORP | Prevost Patrick M. | Director | Specialty Chemicals | OPT+S | $61.63 | 123,883 | $7,635,033 | 283,045 | -30.4% |
| 2018-05-16 23:30 | 2018-05-15 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; VP & Chief Accounting Officer | Aluminum | SALE | $103.40 | 725 | $74,965 | 7,074 | -9.3% |
| 2018-05-17 00:12 | 2018-05-14 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer; CEO | Specialty Chemicals | OPT+S | $31.21 | 379,490 | $11,845,742 | 440,828 | -46.3% |
| 2018-05-16 21:16 | 2018-05-15 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, Vinyl Products | Specialty Chemicals | SALE | $118.88 | 1,447 | $172,012 | 2,642 | -35.4% |
| 2018-05-16 23:54 | 2018-05-15 | CMP | COMPASS MINERALS INTERNATIONAL INC | Yoder Amy | Director | Other Industrial Metals & Mining | SALE | $69.04 | 600 | $41,424 | 496 | -54.7% |
| 2018-05-16 23:42 | 2018-05-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $61.37 | 175,000 | $10,739,470 | 67,641,838 | -0.3% |
| 2018-05-15 13:46 | 2018-05-14 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $126.47 | 150,000 | $18,970,080 | 11,600,193 | +1.3% |
| 2018-05-16 04:06 | 2018-05-15 | AXTA | Axalta Coating Systems Ltd. | Lannon Sean M. | Officer; VP Corp Fin & Controller, PAO | Specialty Chemicals | OPT+S | $31.12 | 3,892 | $121,119 | 20,356 | -16.1% |
| 2018-05-15 15:53 | 2018-05-14 | SMG | SCOTTS MIRACLE-GRO CO | Lukemire Michael C | Officer; President and COO | Agricultural Inputs | SALE | $81.64 | 8,594 | $701,646 | 35,638 | -19.4% |
| 2018-05-15 23:02 | 2018-05-14 | CF | CF Industries Holdings, Inc. | Hall Adam L | Officer; VP, Corporate Development | Agricultural Inputs | OPT+S | $40.53 | 15,540 | $629,804 | 24,026 | -39.3% |
| 2018-05-15 23:02 | 2018-05-14 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr. VP, Sales & Mkt Dev & Supp | Agricultural Inputs | OPT+S | $40.24 | 13,000 | $523,171 | 71,490 | -15.4% |
| 2018-05-15 19:09 | 2018-05-14 | IOSP | INNOSPEC INC. | Curran Philip | Officer; Group Financial Controller | Specialty Chemicals | OPT+S | $73.63 | 2,000 | $147,259 | 2,218 | -47.4% |
| 2018-05-15 01:50 | 2018-05-01 | AVD | AMERICAN VANGUARD CORP | Ingulli Alfred F. | Director | Agricultural Inputs | SALE | $21.17 | 10,413 | $220,422 | 10,414 | -50.0% |
| 2018-05-15 01:29 | 2018-05-10 | HCC | WARRIOR MET COAL, INC. | Apollo Management Holdings GP, LLC | 10% owner | Coking Coal | SALE | $24.20 | 3,192,328 | $77,254,338 | 6,917,687 | -31.6% |
| 2018-05-14 23:42 | 2018-05-10 | HCC | WARRIOR MET COAL, INC. | GSO Special Situations Overseas Master Fund Ltd. | 10% owner | Coking Coal | SALE | $24.20 | 1,869,679 | $45,246,232 | 642,881 | -74.4% |
| 2018-05-15 00:58 | 2018-05-11 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.06 | 400,000 | $24,000 | 5,390,000 | +8.0% |
| 2018-05-14 23:43 | 2018-05-10 | HCC | WARRIOR MET COAL, INC. | GSO Special Situations Fund LP | 10% owner | Coking Coal | SALE | $24.20 | 1,869,679 | $45,246,232 | 642,881 | -74.4% |
| 2018-05-14 16:38 | 2018-05-11 | WLK | WESTLAKE CORP | Bender Mark Steven | Officer; EVP and CFO | Specialty Chemicals | OPT+S | $117.33 | 23,506 | $2,757,959 | 15,810 | -59.8% |
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.