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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018-03-15 00:33 | 2018-03-13 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | SALE | $107.06 | 6,608 | $707,431 | 78,824 | -7.7% |
| 2018-03-14 23:59 | 2018-03-12 | ECL | ECOLAB INC. | Inchaustegui Roberto | Officer; EVP & Pres-Global Serv & Spec | Specialty Chemicals | OPT+S | $136.04 | 4,800 | $652,978 | 22,602 | -17.5% |
| 2018-03-15 00:22 | 2018-03-13 | TSE | Trinseo PLC | Chaclas Angelo N. | Officer; See Remarks | Specialty Chemicals | OPT+S | $82.10 | 7,991 | $656,048 | 20,943 | -27.6% |
| 2018-03-15 00:21 | 2018-03-12 | TSE | Trinseo PLC | Denton E. Jeffery | Officer; See Remarks | Specialty Chemicals | SALE | $81.85 | 3,500 | $286,482 | 14,529 | -19.4% |
| 2018-03-14 18:40 | 2018-03-13 | UFPI | UFP INDUSTRIES INC | Tuuk Mary E | Director | Lumber & Wood Production | BUY | $33.90 | 10,000 | $339,008 | 10,000 | +100.0% |
| 2018-03-14 23:47 | 2018-03-12 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $107.10 | 6,783 | $726,481 | 19,078 | -26.2% |
| 2018-03-14 21:27 | 2018-03-12 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $86.52 | 6,000 | $519,144 | 40,120 | -13.0% |
| 2018-03-15 00:02 | 2018-03-14 | ODC | Oil-Dri Corp of America | SELIG ALLAN H | Director | Specialty Chemicals | BUY | $37.10 | 1,000 | $37,100 | 33,000 | +3.1% |
| 2018-03-15 01:08 | 2018-03-12 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | BUY | $136.53 | 369,000 | $50,380,862 | 30,194,055 | +1.2% |
| 2018-03-14 03:55 | 2018-03-12 | AXTA | Axalta Coating Systems Ltd. | Cash Michael A. | Officer; SVP & Pres., Indus. Coatings | Specialty Chemicals | OPT+S | $32.59 | 64,898 | $2,114,740 | 177,158 | -26.8% |
| 2018-03-13 18:54 | 2018-03-09 | SCL | STEPAN CO | Mergner Arthur W | Officer; VP, Supply Chain | Specialty Chemicals | OPT+S | $85.00 | 1,734 | $147,390 | 9,833 | -15.0% |
| 2018-03-14 00:05 | 2018-03-09 | DWDP | DuPont de Nemours, Inc. | Edmonds Ronald C | Officer; Co-Controller | Specialty Chemicals | SALE | $71.83 | 15,000 | $1,077,509 | 107,815 | -12.2% |
| 2018-03-13 18:56 | 2018-03-09 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | OPT+S | $85.95 | 701 | $60,251 | 21,709 | -3.1% |
| 2018-03-13 18:55 | 2018-03-09 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | OPT+S | $85.19 | 3,180 | $270,888 | 46,120 | -6.5% |
| 2018-03-13 23:42 | 2018-03-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | Standen James D. | Officer; Chief Financial Officer | Other Industrial Metals & Mining | OPT+S | $63.21 | 346 | $21,871 | 1,340 | -20.5% |
| 2018-03-13 23:41 | 2018-03-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | Malecha Francis Joseph | Director, Officer; President and CEO | Other Industrial Metals & Mining | OPT+S | $63.21 | 1,572 | $99,366 | 27,125 | -5.5% |
| 2018-03-13 23:41 | 2018-03-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | Berger Steven N. | Officer; SVP, Corporate Services | Other Industrial Metals & Mining | OPT+S | $63.21 | 311 | $19,658 | 4,644 | -6.3% |
| 2018-03-14 00:50 | 2018-03-09 | ECL | ECOLAB INC. | ETTINGER JEFFREY M | Director | Specialty Chemicals | BUY | $134.42 | 6,400 | $860,301 | 11,164 | +134.3% |
| 2018-03-13 19:16 | 2018-03-12 | MLM | MARTIN MARIETTA MATERIALS INC | COLE SUE W | Director | Building Materials | OPT+S | $210.06 | 3,000 | $630,191 | 21,145 | -12.4% |
| 2018-03-12 23:35 | 2018-03-08 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Officer; VP & Managing Director - NA | Specialty Chemicals | OPT+S | $152.41 | 1,957 | $298,260 | 13,911 | -12.3% |
| 2018-03-12 23:13 | 2018-03-09 | PEIX | Alto Ingredients Inc. | Kandris Michael D | Director, Officer; Chief Operating Officer | Specialty Chemicals | BUY | $3.25 | 3,000 | $9,750 | 102,239 | +3.0% |
| 2018-03-12 19:36 | - | LTUM | Lithium Corp | DR BORENSTEIN LTD | 10% owner | Other Industrial Metals & Mining | SALE | $0.29 | 200,000 | $58,000 | 0 | -100.0% |
| 2018-03-12 19:13 | 2018-03-09 | WLK | WESTLAKE CORP | Kenner Andrew | Officer; SVP - Chemical Manufacturing | Specialty Chemicals | OPT+S | $120.00 | 6,028 | $723,360 | 11,437 | -34.5% |
| 2018-03-12 16:57 | 2018-03-09 | XPL | SOLITARIO RESOURCES CORP. | HUNT WALTER H | Officer; COO | Other Industrial Metals & Mining | BUY | $0.48 | 8,000 | $3,824 | 409,962 | +2.0% |
| 2018-03-12 16:51 | 2018-03-09 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.48 | 2,000 | $956 | 1,545,000 | +0.1% |
| 2018-03-10 00:20 | 2018-03-08 | ASIX | AdvanSix Inc. | Marberry Michael | Director | Chemicals | BUY | $43.51 | 574 | $24,975 | 18,196 | +3.3% |
| 2018-03-10 05:58 | 2018-03-09 | CC | Chemours Co | Newman Mark | Officer; Senior VP and CFO | Specialty Chemicals | SALE | $49.19 | 29,381 | $1,445,263 | 2,480 | -92.2% |
| 2018-03-10 00:19 | 2018-03-09 | KWR | QUAKER CHEMICAL CORP | Matrange Joseph F | Officer; VP - Global Coatings | Specialty Chemicals | OPT+S | $155.34 | 397 | $61,670 | 1,188 | -25.0% |
| 2018-03-10 00:06 | 2018-03-08 | PEIX | Alto Ingredients Inc. | Koehler Paul | Officer; VP, Commodities & Corp Dev | Specialty Chemicals | BUY | $3.20 | 6,500 | $20,800 | 95,689 | +7.3% |
| 2018-03-10 00:04 | 2018-03-08 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | BUY | $3.20 | 30,000 | $95,895 | 552,321 | +5.7% |
| 2018-03-09 16:41 | 2018-03-07 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President, Strategy | Specialty Chemicals | SALE | $85.21 | 5,000 | $426,053 | 46,120 | -9.8% |
| 2018-03-09 19:19 | 2018-03-08 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.49 | 3,000 | $1,465 | 1,543,000 | +0.2% |
| 2018-03-09 18:45 | 2018-03-07 | IOSP | INNOSPEC INC. | Curran Philip | Officer; Group Financial Controller | Specialty Chemicals | OPT+S | $68.24 | 1,268 | $86,533 | 2,218 | -36.4% |
| 2018-03-10 04:14 | 2018-03-07 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | BUY | $133.14 | 1,329,162 | $176,962,369 | 29,825,055 | +4.7% |
| 2018-03-09 21:22 | 2018-03-07 | NUE | NUCOR CORP | HAYNES VICTORIA F | Director | Steel | SALE | $69.12 | 3,000 | $207,347 | 30,573 | -8.9% |
| 2018-03-09 00:00 | 2018-03-07 | SCL | STEPAN CO | Stefaniak Debra | Officer; VP, Business Transformation | Specialty Chemicals | SALE | $83.54 | 300 | $25,063 | 6,999 | -4.1% |
| 2018-03-09 00:28 | 2018-03-06 | KWR | QUAKER CHEMICAL CORP | STEEPLES ADRIAN | Officer; VP & Managing Director - A/P | Specialty Chemicals | OPT+S | $150.34 | 1,957 | $294,215 | 4,357 | -31.0% |
| 2018-03-09 02:16 | 2018-03-06 | TSE | Trinseo PLC | Horner Marilyn N | Officer; SVP - Human Resources | Specialty Chemicals | OPT+S | $80.25 | 33,124 | $2,658,039 | 17,208 | -65.8% |
| 2018-03-09 02:15 | 2018-03-06 | TSE | Trinseo PLC | Leib Ryan J | Officer; See Remarks | Specialty Chemicals | OPT+S | $80.67 | 4,013 | $323,737 | 4,366 | -47.9% |
| 2018-03-09 00:37 | 2018-03-06 | CLF | CLEVELAND-CLIFFS INC. | GREEN SUSAN MIRANDA | Director | Steel | SALE | $7.62 | 11,305 | $86,172 | 60,367 | -15.8% |
| 2018-03-09 00:01 | 2018-03-06 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | OPT+S | $85.22 | 2,479 | $211,270 | 21,709 | -10.2% |
| 2018-03-09 00:23 | 2018-03-06 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP/GL - Grease, FP, GS, Mktg. | Specialty Chemicals | SALE | $150.00 | 791 | $118,650 | 5,827 | -12.0% |
| 2018-03-09 00:52 | 2018-03-08 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $69.47 | 205,000 | $14,242,027 | 67,016,838 | -0.3% |
| 2018-03-08 23:23 | 2018-03-02 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $67.47 | 140,901 | $9,506,379 | 67,221,838 | -0.2% |
| 2018-03-09 01:05 | 2018-03-06 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | BUY | $1.47 | 1,527,523 | $2,245,459 | 11,566,126 | +15.2% |
| 2018-03-09 01:05 | 2018-03-06 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | SALE | $1.47 | 1,527,523 | $2,245,459 | 10,038,603 | -13.2% |
| 2018-03-08 22:26 | 2018-03-05 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $52.30 | 600 | $31,380 | 5,614 | -9.7% |
| 2018-03-08 00:11 | 2018-03-06 | PEIX | Alto Ingredients Inc. | Layne Larry D | Director | Specialty Chemicals | BUY | $3.70 | 10,000 | $36,950 | 56,758 | +21.4% |
| 2018-03-08 01:13 | 2017-02-17 | HUN | Huntsman CORP | Edlund Monte G | Officer; Division President | Chemicals | SALE | $21.40 | 2,000 | $42,800 | 52,696 | -3.7% |
| 2018-03-07 22:07 | 2018-03-06 | WLKP | Westlake Chemical Partners LP | Chao Albert | Director, Officer, 10% owner; President & CEO | Chemicals | BUY | $23.16 | 2,000 | $46,320 | 53,500 | +3.9% |
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.