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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-03 00:48 | 2018-12-07 | SMID | SMITH MIDLAND CORP | SMITH ASHLEY B | Director, Officer; Chief Executive Officer | Building Materials | BUY | $7.69 | 1,275 | $9,805 | 173,042 | +0.7% |
| 2026-09-03 00:01 | 2026-08-31 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $81.20 | 127,500 | $10,353,000 | 163,366 | -43.8% |
| 2026-09-03 00:01 | 2026-08-31 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | BUY | $79.89 | 10 | $799 | 290,866 | +0.0% |
| 2026-09-02 23:05 | 2026-09-02 | IAUX | i-80 Gold Corp. | Begeman John Arthur | Director | Gold | OPT+S | $1.74 | 19,231 | $33,435 | 827,354 | -2.3% |
| 2026-09-02 18:28 | 2026-09-01 | UAMY | UNITED STATES ANTIMONY CORP | Bardswich Lloyd | Director, Officer; Dir, EVP & Chief Mining Eng | Other Industrial Metals & Mining | BUY | $4.64 | 20,000 | $92,700 | 932,881 | +2.2% |
| 2026-09-02 15:55 | 2026-08-31 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $110.58 | 1,227 | $135,683 | 69,902 | -1.7% |
| 2026-09-02 15:57 | 2026-08-31 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $110.04 | 1,172 | $128,967 | 18,711 | -5.9% |
| 2026-09-01 20:15 | 2026-08-31 | AA | Alcoa Corp | Bacchi Renato | Officer; EVP & Chief Commercial Officer | Aluminum | SALE | $51.02 | 700 | $35,714 | 74,930 | -0.9% |
| 2026-09-01 20:05 | 2026-08-28 | TMQ | Trilogy Metals Inc. | South32 Ltd | 10% owner | Other Industrial Metals & Mining | SALE | $2.17 | 8,215,570 | $17,827,787 | 10,379,741 | -44.2% |
| 2026-09-01 23:50 | 2026-08-28 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $86.73 | 157,500 | $13,660,274 | 259,856 | -37.7% |
| 2026-09-01 23:50 | 2026-08-28 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | BUY | $86.48 | 252,000 | $21,792,758 | 417,356 | +152.4% |
| 2026-09-01 21:31 | 2026-09-01 | UAMY | UNITED STATES ANTIMONY CORP | Carrabba Joseph A | Director | Other Industrial Metals & Mining | BUY | $4.72 | 21,300 | $100,536 | 198,401 | +12.0% |
| 2026-09-01 21:23 | 2026-08-31 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $0.00 | 0 | $0 | 1,703 | 0.0% |
| 2026-09-01 20:23 | 2026-08-31 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $45.96 | 4,000 | $183,840 | 429,555 | -0.9% |
| 2026-09-01 18:59 | 2026-08-31 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $217.50 | 400 | $87,000 | 1,303 | -23.5% |
| 2026-09-01 17:47 | 2026-08-31 | MTRN | MATERION Corp | KHILNANI VINOD M | Director | Other Industrial Metals & Mining | SALE | $235.16 | 2,000 | $470,322 | 11,171 | -15.2% |
| 2026-08-31 23:48 | 2026-08-31 | UAMY | UNITED STATES ANTIMONY CORP | Aguirre Blaise A. | Director | Other Industrial Metals & Mining | BUY | $5.04 | 1,400 | $7,049 | 878,092 | +0.2% |
| 2026-08-31 23:00 | 2026-08-28 | CBT | CABOT CORP | Keohane Sean D | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $85.00 | 134,895 | $11,466,075 | 404,134 | -25.0% |
| 2026-08-31 20:32 | 2026-08-27 | HWKN | HAWKINS INC | Oldenkamp Jeffrey P. | Officer; EXECUTIVE VP AND CFO | Specialty Chemicals | BUY | $119.00 | 1,290 | $153,510 | 104,223 | +1.3% |
| 2026-08-31 20:27 | 2026-08-28 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $228.99 | 5,000 | $1,144,927 | 1,025,394 | +0.5% |
| 2026-08-31 19:02 | 2026-08-27 | AMRZ | Amrize Ltd | Gibson Dwight Audley Konrad | Director | Building Materials | BUY | $44.58 | 5 | $244 | 5,199 | +0.1% |
| 2026-08-28 22:59 | 2026-08-28 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director, Officer; Chairman & CEO | Other Industrial Metals & Mining | BUY | $4.92 | 20,000 | $98,400 | 2,590,028 | +0.8% |
| 2026-08-28 21:18 | 2026-08-26 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.90 | 2,536 | $7,354 | 476,971 | +0.5% |
| 2026-08-28 21:09 | 2026-08-28 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; SVP & General Counsel | Gold | SALE | $262.80 | 500 | $131,400 | 8,082 | -5.8% |
| 2026-08-28 21:09 | 2026-08-27 | FCX | FREEPORT-MCMORAN INC | KENNARD LYDIA H | Director | Copper | SALE | $79.11 | 3,798 | $300,471 | 122,702 | -3.0% |
| 2026-08-28 20:15 | 2026-08-27 | AA | Alcoa Corp | Jones Tammi A | Officer; EVP & CHRO | Aluminum | SALE | $50.60 | 15,628 | $790,733 | 39,819 | -28.2% |
| 2026-08-28 19:10 | 2026-08-26 | NWPX | NWPX Infrastructure, Inc. | Wray Michael | Officer; Executive Vice President | Steel | SALE | $110.94 | 4,500 | $499,236 | 23,886 | -15.9% |
| 2026-08-27 21:50 | 2026-08-27 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; SVP General Counsel & Corp Sec | Lumber & Wood Production | SALE | $79.40 | 1,250 | $99,250 | 25,295 | -4.7% |
| 2026-08-27 21:09 | 2026-08-25 | HWKN | HAWKINS INC | Lange Douglas A. | Officer; VP - WATER TREATMENT GROUP | Specialty Chemicals | BUY | $118.75 | 910 | $108,066 | 28,169 | +3.3% |
| 2026-08-27 20:05 | 2026-08-26 | RS | RELIANCE, INC. | Colonias Karen Winifred | Director | Steel | SALE | $390.13 | 1,542 | $601,580 | 7,772 | -16.6% |
| 2026-08-27 11:14 | 2026-08-25 | JHX | James Hardie Industries plc | Skelly Jonathan | Officer; Pres. James Hardie NA | Building Materials | OPT+S | $30.46 | 65,000 | $1,979,751 | 309,906 | -17.3% |
| 2026-08-26 21:31 | 2026-08-24 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.50 | 100,612 | $553,044 | 5,200,000 | +2.0% |
| 2026-08-26 21:36 | 2026-08-26 | AMRZ | Amrize Ltd | Sanche Jacques Wolf | Director | Building Materials | BUY | $45.02 | 4,150 | $186,833 | 9,766 | +73.9% |
| 2026-08-26 21:23 | 2026-08-24 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $88.45 | 120,757 | $10,680,957 | 75,356 | -61.6% |
| 2026-08-26 21:24 | 2026-08-25 | FCX | FREEPORT-MCMORAN INC | Currault Douglas N. II | Officer; EVP & General Counsel | Copper | OPT+S | $78.56 | 80,000 | $6,284,464 | 211,016 | -27.5% |
| 2026-08-26 20:33 | 2026-08-24 | EXP | EAGLE MATERIALS INC | Thompson Tony | Officer; Senior Vice President | Building Materials | SALE | $203.96 | 3,074 | $626,977 | 10,142 | -23.3% |
| 2026-08-26 18:42 | 2026-08-24 | CBT | CABOT CORP | Keohane Sean D | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $85.50 | 2,779 | $237,605 | 288,873 | -1.0% |
| 2026-08-26 15:07 | 2026-08-24 | HCC | WARRIOR MET COAL, INC. | SCHELLER WALTER J | Director, Officer; CHIEF EXECUTIVE OFFICER | Coking Coal | SALE | $110.00 | 50,000 | $5,500,000 | 267,793 | -15.7% |
| 2026-08-26 14:57 | 2026-08-25 | AMRZ | Amrize Ltd | Singleton Denise R | Officer; Chief Legal Officer & Corp Sec | Building Materials | BUY | $44.12 | 3,500 | $154,403 | 7,500 | +87.5% |
| 2026-08-25 20:01 | 2026-08-21 | VMC | Vulcan Materials CO | Hill J Thomas | Director | Building Materials | SALE | $276.17 | 14,000 | $3,866,404 | 58,209 | -19.4% |
| 2026-08-26 00:19 | 2026-08-21 | BHP | BHP Group Ltd | Stone Emma Kate | Officer; Group Financial Controller | Other Industrial Metals & Mining | SALE | $46.57 | 6,774 | $315,465 | 4,716 | -59.0% |
| 2026-08-25 21:47 | 2026-08-21 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $88.11 | 222,652 | $19,617,868 | 71,113 | -75.8% |
| 2026-08-25 21:05 | 2026-08-25 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $216.53 | 5,000 | $1,082,665 | 1,020,394 | +0.5% |
| 2026-08-25 20:33 | 2026-08-24 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.90 | 7,188 | $20,845 | 474,435 | +1.5% |
| 2026-08-25 20:05 | 2026-08-24 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $110.32 | 1,250 | $137,895 | 19,883 | -5.9% |
| 2026-08-25 20:10 | 2026-08-21 | JHX | James Hardie Industries plc | Singh Jesse G | Director | Building Materials | OPT+S | $30.21 | 871,557 | $26,330,521 | 117,028 | -88.2% |
| 2026-08-25 19:53 | 2026-08-25 | AMRZ | Amrize Ltd | Forrest Nollaig | Officer; Chief Mktg & Corp Affairs Off | Building Materials | BUY | $44.15 | 1,500 | $66,225 | 21,639 | +7.4% |
| 2026-08-25 19:57 | 2026-08-24 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $109.37 | 2,500 | $273,419 | 71,129 | -3.4% |
| 2026-08-25 19:02 | 2026-08-21 | AMR | Alpha Metallurgical Resources, Inc. | Gorzynski Michael | Director, 10% owner, Other | Coking Coal | BUY | $208.92 | 10,000 | $2,089,169 | 654,025 | +1.6% |
| 2026-08-25 13:59 | 2026-08-25 | GRML | Greenland Mines Ltd | LeBlanc Jeff | Officer; Chief Financial Officer | Other Precious Metals & Mining | BUY | $9.72 | 14,000 | $136,080 | 110,406 | +14.5% |
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.