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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-05-14 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% |
| 2018-05-15 01:23 | 2018-05-02 | MOS | MOSAIC CO | LUMPKINS ROBERT L | Director | Agricultural Inputs | BUY | $27.14 | 4,655 | $126,337 | 4,655 | +100.0% |
| 2018-05-14 23:10 | 2018-05-11 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | SALE | $81.28 | 18,877 | $1,534,304 | 92,021 | -17.0% |
| 2018-05-14 20:49 | 2018-05-11 | MLM | MARTIN MARIETTA MATERIALS INC | BAR ROSELYN R | Officer; EVP, General Counsel and Secy | Building Materials | OPT+S | $213.67 | 5,998 | $1,281,618 | 51,585 | -10.4% |
| 2018-05-14 16:33 | 2018-05-11 | SANW | S&W Seed Company | MFP PARTNERS LP | 10% owner, Other | Agricultural Inputs | BUY | $3.49 | 132,000 | $460,680 | 6,946,339 | +1.9% |
| 2018-05-14 23:44 | 2018-05-10 | HCC | WARRIOR MET COAL, INC. | Blackstone Group L.P. | 10% owner | Coking Coal | SALE | $24.20 | 1,869,679 | $45,246,232 | 642,881 | -74.4% |
| 2018-05-14 20:17 | 2018-05-10 | WDFC | WD 40 CO | PITTARD DANIEL E | Director | Specialty Chemicals | BUY | $132.65 | 530 | $70,305 | 2,999 | +21.5% |
| 2018-05-12 00:42 | 2018-05-09 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $8.17 | 7,274 | $59,429 | 33,140 | -18.0% |
| 2018-05-11 23:51 | 2018-05-11 | VMC | Vulcan Materials CO | McPherson John R | Officer; Exec VP & CF & Strategy | Building Materials | OPT+S | $125.88 | 21,446 | $2,699,622 | 52,610 | -29.0% |
| 2018-05-11 21:41 | 2018-05-09 | MLM | MARTIN MARIETTA MATERIALS INC | Nye C Howard | Director, Officer; Chairman, Pres & CEO | Building Materials | OPT+S | $212.66 | 8,409 | $1,788,216 | 135,781 | -5.8% |
| 2018-05-11 21:40 | 2018-05-09 | MLM | MARTIN MARIETTA MATERIALS INC | Quillen Michael J | Director | Building Materials | OPT+S | $212.50 | 3,000 | $637,499 | 17,283 | -14.8% |
| 2018-05-11 22:33 | 2018-05-10 | WLK | WESTLAKE CORP | Jenkins Dorothy C | Director, 10% owner | Specialty Chemicals | OPT+S | $117.01 | 52 | $6,085 | 54,678 | -0.1% |
| 2018-05-10 14:43 | 2018-05-09 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $129.22 | 150,000 | $19,382,775 | 11,450,193 | +1.3% |
| 2018-05-10 20:05 | 2018-05-08 | EMN | EASTMAN CHEMICAL CO | LICH BRAD A | Officer; EVP & CCO | Specialty Chemicals | OPT+S | $105.66 | 24,834 | $2,623,893 | 13,328 | -65.1% |
| 2018-05-11 04:02 | 2018-05-08 | CC | Chemours Co | Newman Mark | Officer; SVP and CFO | Specialty Chemicals | OPT+S | $50.04 | 43,675 | $2,185,405 | 81,724 | -34.8% |
| 2018-05-11 04:59 | 2018-05-08 | CC | Chemours Co | VERGNANO MARK P | Officer; President and CEO | Specialty Chemicals | OPT+S | $50.47 | 200,151 | $10,101,601 | 249,861 | -44.5% |
| 2018-05-10 16:26 | 2018-04-25 | WETM | C-Bond Systems Inc. | BOCO Investments LLC | 10% owner | Specialty Chemicals | BUY | $0.40 | 2,100,000 | $840,000 | 10,150,000 | +26.1% |
| 2018-05-11 01:23 | 2018-05-10 | BCC | BOISE CASCADE Co | STOKES NICK | Officer; EVP, BMD | Lumber & Wood Production | OPT+S | $44.11 | 5,923 | $261,254 | 73,529 | -7.5% |
| 2018-05-10 18:40 | 2018-05-09 | KOP | Koppers Holdings Inc. | Reeder Stephen C | Officer; SVP, Performance Chemicals | Specialty Chemicals | SALE | $39.23 | 5,000 | $196,150 | 20,849 | -19.3% |
| 2018-05-10 19:21 | 2018-05-10 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | BOTTOLI MARCELLO | Director | Specialty Chemicals | BUY | $128.25 | 920 | $117,990 | 2,065 | +80.3% |
| 2018-05-11 00:54 | 2018-05-08 | HCC | WARRIOR MET COAL, INC. | FRANKLIN MUTUAL ADVISERS LLC | Director | Coking Coal | SALE | $24.20 | 1,461,423 | $35,366,437 | 3,166,914 | -31.6% |
| 2018-05-09 16:13 | 2018-05-08 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $127.32 | 350,000 | $44,562,000 | 11,300,193 | +3.2% |
| 2018-05-10 02:19 | 2018-05-07 | GORO | GOLD RESOURCE CORP | CONRAD BILL M | Director | Other Precious Metals & Mining | SALE | $5.40 | 10,000 | $54,000 | 231,623 | -4.1% |
| 2018-05-09 23:13 | 2018-05-08 | MTRN | MATERION Corp | SHULAR CRAIG S | Director | Other Industrial Metals & Mining | SALE | $53.76 | 7,626 | $409,997 | 0 | -100.0% |
| 2018-05-08 23:21 | 2018-05-04 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $80.75 | 36,667 | $2,961,025 | 15,686,592 | -0.2% |
| 2018-05-08 17:39 | 2018-05-07 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $132.78 | 289,195 | $38,399,457 | 10,950,193 | +2.7% |
| 2018-05-09 00:21 | 2018-05-08 | TMST | Metallus Inc. | Beskid Tina M | Officer; VP, Controller and IR | Steel | OPT+S | $17.33 | 2,361 | $40,924 | 20,303 | -10.4% |
| 2018-05-08 22:01 | 2018-05-07 | EMN | EASTMAN CHEMICAL CO | COX MARK K | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $105.19 | 13,100 | $1,377,967 | 10,561 | -55.4% |
| 2018-05-08 23:16 | 2018-05-07 | ASIX | AdvanSix Inc. | Marberry Michael | Director | Chemicals | BUY | $35.74 | 1,398 | $49,970 | 22,221 | +6.7% |
| 2018-05-08 23:22 | 2018-05-04 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Officer; VP & Managing Director - NA | Specialty Chemicals | SALE | $147.00 | 2,000 | $294,001 | 11,911 | -14.4% |
| 2018-05-09 00:53 | 2018-05-04 | VMC | Vulcan Materials CO | Clement David P | Officer; President - Central Division | Building Materials | SALE | $124.00 | 1,828 | $226,672 | 5,340 | -25.5% |
| 2018-05-09 01:14 | 2018-05-07 | BCC | BOISE CASCADE Co | HUTCHINSON DANIEL G | Officer; EVP, Wood Products | Lumber & Wood Production | OPT+S | $42.67 | 17,411 | $743,006 | 56,894 | -23.4% |
| 2018-05-08 21:00 | 2018-05-07 | FMC | FMC CORP | BRONDEAU PIERRE R | Director, Officer; CEO, President, Chairman of Bd | Agricultural Inputs | OPT+S | $87.19 | 72,992 | $6,364,172 | 334,495 | -17.9% |
| 2018-05-08 17:27 | 2018-05-04 | OLN | OLIN Corp | LARRIMORE RANDALL W | Director | Chemicals | BUY | $30.89 | 500 | $15,445 | 4,000 | +14.3% |
| 2018-05-09 01:01 | 2018-05-04 | IPI | Intrepid Potash, Inc. | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | Other | Agricultural Inputs | SALE | $3.97 | 4,155,064 | $16,474,829 | 10,418,598 | -28.5% |
| 2018-05-08 23:19 | 2018-05-04 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $80.75 | 33,013 | $2,665,948 | 2,820,933 | -1.2% |
| 2018-05-08 19:58 | 2018-05-04 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | SALE | $52.02 | 5,000 | $260,100 | 12,576 | -28.4% |
| 2018-05-08 18:02 | 2018-05-04 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.43 | 2,000 | $864 | 1,567,000 | +0.1% |
| 2018-05-07 23:21 | 2018-05-04 | SMG | SCOTTS MIRACLE-GRO CO | Johnson Stephen L | Director | Agricultural Inputs | SALE | $78.85 | 1,650 | $130,103 | 16,581 | -9.1% |
| 2018-05-07 19:00 | 2018-05-07 | XPL | SOLITARIO RESOURCES CORP. | LABATE JOHN A | Director | Other Industrial Metals & Mining | BUY | $0.44 | 10,000 | $4,370 | 10,000 | +100.0% |
| 2018-05-07 23:21 | 2018-05-04 | SMG | SCOTTS MIRACLE-GRO CO | FINN BRIAN D | Director | Agricultural Inputs | BUY | $79.95 | 7,500 | $599,648 | 21,874 | +52.2% |
| 2018-05-04 21:46 | 2018-04-09 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | Other | Lumber & Wood Production | SALE | $57.05 | 200 | $11,411 | 492,870 | 0.0% |
| 2018-05-04 18:07 | 2018-05-02 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.42 | 5,000 | $2,100 | 1,565,000 | +0.3% |
| 2018-05-03 23:16 | 2018-05-01 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | SALE | $88.16 | 1,500 | $132,240 | 56,020 | -2.6% |
| 2018-05-04 03:01 | 2018-05-01 | IPI | Intrepid Potash, Inc. | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 10% owner | Agricultural Inputs | SALE | $4.45 | 2,093,005 | $9,324,128 | 14,573,662 | -12.6% |
| 2018-05-03 23:58 | 2018-05-01 | NEM | NEWMONT Corp /DE/ | MacGowan William N | Officer; EVP, Human Resources | Gold | SALE | $38.89 | 5,000 | $194,446 | 163,410 | -3.0% |
| 2018-05-03 23:55 | 2018-05-01 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and General Counsel | Gold | SALE | $38.97 | 5,000 | $194,850 | 188,764 | -2.6% |
| 2018-05-03 23:54 | 2018-05-01 | NEM | NEWMONT Corp /DE/ | Dorward-King Elaine J | Director, Officer; EVP, S&ER | Gold | SALE | $38.75 | 3,000 | $116,259 | 117,831 | -2.5% |
| 2018-05-03 23:52 | 2018-05-01 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; President and CEO | Gold | SALE | $38.74 | 4,000 | $154,977 | 559,788 | -0.7% |
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.