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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017-07-28 01:10 | 2017-07-25 | IPI | Intrepid Potash, Inc. | Clearway Capital Management Ltd. | 10% owner | Agricultural Inputs | BUY | $2.89 | 592,883 | $1,714,736 | 14,592,193 | +4.2% |
| 2017-07-27 20:00 | 2017-07-25 | NSRC | NextSource Materials Inc. | Johnson Marc | Officer; CFO | Other Industrial Metals & Mining | BUY | $0.05 | 85,000 | $4,080 | 85,000 | +100.0% |
| 2017-07-27 20:40 | 2017-07-26 | SNES | SenesTech, Inc. | WICKERSHAM GROVER T. | Director | Specialty Chemicals | BUY | $3.04 | 10,000 | $30,442 | 248,600 | +4.2% |
| 2017-07-28 01:40 | 2017-07-25 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; CEO and President | Gold | SALE | $85.00 | 25,000 | $2,125,000 | 155,525 | -13.8% |
| 2017-07-28 01:31 | 2017-07-25 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | SALE | $85.00 | 1,129 | $95,965 | 59,533 | -1.9% |
| 2017-07-27 20:09 | 2017-07-25 | STLD | STEEL DYNAMICS INC | Graham Christopher A | Officer; Senior Vice President | Steel | SALE | $38.05 | 5,021 | $191,058 | 22,332 | -18.4% |
| 2017-07-27 20:09 | 2017-07-25 | STLD | STEEL DYNAMICS INC | BUSSE KEITH E | Director | Steel | SALE | $38.42 | 4,965 | $190,777 | 1,003,546 | -0.5% |
| 2017-07-27 18:52 | 2017-07-19 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chairman, CEO and President | Building Materials | SALE | $7.70 | 4,700 | $36,213 | 749,798 | -0.6% |
| 2017-07-26 17:49 | 2017-07-25 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.74 | 40,000 | $5,349,764 | 9,501,793 | +0.4% |
| 2017-07-27 02:44 | 2017-07-26 | SNES | SenesTech, Inc. | Williams Julia Ann | Director | Specialty Chemicals | BUY | $3.21 | 10,000 | $32,099 | 11,950 | +512.8% |
| 2017-07-26 16:46 | 2017-07-25 | NUE | NUCOR CORP | Sumoski David A | Officer; Executive Vice President | Steel | SALE | $61.66 | 2,537 | $156,434 | 62,434 | -3.9% |
| 2017-07-27 02:41 | 2017-07-25 | SNES | SenesTech, Inc. | WICKERSHAM GROVER T. | Director | Specialty Chemicals | BUY | $2.85 | 15,000 | $42,776 | 53,500 | +39.0% |
| 2017-07-26 20:26 | 2017-07-24 | SMG | SCOTTS MIRACLE-GRO CO | STUMP DENISE | Officer; EVP, Global Human Resources | Agricultural Inputs | OPT+S | $95.05 | 22,615 | $2,149,651 | 13,117 | -63.3% |
| 2017-07-25 21:22 | 2017-07-24 | NUE | NUCOR CORP | Topalian Leon J | Officer; Executive Vice President | Steel | SALE | $60.23 | 2,626 | $158,164 | 19,610 | -11.8% |
| 2017-07-26 03:22 | 2017-07-24 | KALU | KAISER ALUMINUM CORP | Miller Del L | Officer; Vice President and Treasurer | Aluminum | SALE | $96.81 | 1,282 | $124,110 | 7,364 | -14.8% |
| 2017-07-25 16:38 | 2017-07-24 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $132.30 | 40,000 | $5,292,196 | 9,461,793 | +0.4% |
| 2017-07-26 03:23 | 2017-07-24 | KALU | KAISER ALUMINUM CORP | Parkinson Ray | Officer; VP - Advanced Engineering | Aluminum | SALE | $97.45 | 1,800 | $175,405 | 9,799 | -15.5% |
| 2017-07-25 21:26 | 2017-07-24 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; Chairman, President and CEO | Steel | SALE | $60.17 | 14,941 | $899,010 | 349,706 | -4.1% |
| 2017-07-25 20:32 | 2017-07-21 | NG | NOVAGOLD RESOURCES INC | Ottewell David A. | Officer; Vice President & CFO | Gold | OPT+S | $4.65 | 43,224 | $200,992 | 488,540 | -8.1% |
| 2017-07-25 00:00 | 2017-07-20 | CLW | Clearwater Paper Corp | Gadd Michael S | Officer; Sr. Vice President | Paper & Paper Products | SALE | $50.01 | 877 | $43,861 | 19,010 | -4.4% |
| 2017-07-25 01:55 | 2017-07-20 | IPI | Intrepid Potash, Inc. | Clearway Capital Management Ltd. | 10% owner | Agricultural Inputs | BUY | $2.83 | 300,000 | $849,450 | 13,999,310 | +2.2% |
| 2017-07-24 23:20 | 2017-07-24 | SXT | SENSIENT TECHNOLOGIES CORP | CARLEONE JOSEPH | Director | Specialty Chemicals | BUY | $75.32 | 1,000 | $75,324 | 5,834 | +20.7% |
| 2017-07-24 23:58 | 2017-07-21 | ODC | Oil-Dri Corp of America | SELIG ALLAN H | Director | Specialty Chemicals | BUY | $43.51 | 1,000 | $43,510 | 30,500 | +3.4% |
| 2017-07-25 00:05 | 2017-07-20 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chairman, CEO and President | Building Materials | SALE | $7.68 | 2,000 | $15,350 | 754,498 | -0.3% |
| 2017-07-21 23:57 | 2017-07-20 | MERC | MERCER INTERNATIONAL INC. | Lauritzen Eric | Director | Paper & Paper Products | SALE | $12.22 | 13,000 | $158,860 | 69,085 | -15.8% |
| 2017-07-22 00:05 | 2017-07-19 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $4.00 | 750,000 | $3,000,000 | 2,722,956 | +38.0% |
| 2017-07-21 04:13 | 2017-07-18 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner; Corporate Secretary | Lumber & Wood Production | SALE | $13.05 | 9 | $117 | 229,694 | 0.0% |
| 2017-07-20 17:25 | 2017-07-17 | SNES | SenesTech, Inc. | CHESTERMAN THOMAS C | Officer; CFO and Treasurer | Specialty Chemicals | SALE | $5.14 | 1,411 | $7,247 | 9,876 | -12.5% |
| 2017-07-21 00:06 | 2017-07-18 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chairman, CEO and President | Building Materials | SALE | $7.65 | 2,000 | $15,300 | 756,498 | -0.3% |
| 2017-07-20 00:56 | 2017-07-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.96 | 28,000 | $3,778,760 | 9,421,793 | +0.3% |
| 2017-07-20 00:12 | 2017-07-17 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $11.70 | 15,757 | $184,311 | 13,473,014 | +0.1% |
| 2017-07-18 23:52 | 2017-07-17 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.94 | 23,000 | $3,080,583 | 9,393,793 | +0.2% |
| 2017-07-18 21:32 | 2017-07-17 | AVD | AMERICAN VANGUARD CORP | Johnson David` T. | Officer; CHIEF FINANCIAL OFFICER | Agricultural Inputs | SALE | $19.00 | 6,000 | $114,000 | 35,040 | -14.6% |
| 2017-07-18 18:39 | 2017-07-17 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $133.76 | 1,233 | $164,926 | 46,274 | -2.6% |
| 2017-07-19 02:59 | 2017-07-14 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | Other | Building Materials | SALE | $0.06 | 4,341,586 | $260,495 | 890,487 | -83.0% |
| 2017-07-19 01:14 | 2017-02-14 | TMQ | Trilogy Metals Inc. | PAULSON & CO. INC. | 10% owner | Other Industrial Metals & Mining | SALE | $0.57 | 26,940 | $15,361 | 11,566,126 | -0.2% |
| 2017-07-18 21:26 | 2017-07-14 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chairman, CEO and President | Building Materials | SALE | $7.61 | 1,100 | $8,371 | 758,498 | -0.1% |
| 2017-07-18 00:15 | 2017-07-14 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.73 | 40,000 | $5,349,240 | 9,370,793 | +0.4% |
| 2017-07-17 23:45 | 2017-07-13 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $11.52 | 93,446 | $1,076,750 | 150,000 | +165.2% |
| 2017-07-17 16:01 | 2017-07-12 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | SALE | $80.00 | 500 | $40,000 | 60,662 | -0.8% |
| 2017-07-18 01:45 | 2017-07-17 | NG | NOVAGOLD RESOURCES INC | Leathley Gillyeard J. | Director | Gold | SALE | $5.65 | 7,000 | $39,559 | 84,940 | -7.6% |
| 2017-07-14 23:42 | 2017-07-13 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $132.80 | 40,000 | $5,311,896 | 9,330,793 | +0.4% |
| 2017-07-14 22:12 | 2017-07-12 | FUL | FULLER H B CO | Crail Dietrich J. | Officer; Vice President, Asia Pacific | Specialty Chemicals | BUY | $51.41 | 970 | $49,864 | 970 | +100.0% |
| 2017-07-14 23:23 | 2017-07-12 | AXTA | Axalta Coating Systems Ltd. | Lannon Sean M. | Officer; VP Corp Fin & Controller, PAO | Specialty Chemicals | OPT+S | $33.00 | 5,000 | $165,000 | 11,286 | -30.7% |
| 2017-07-14 23:57 | 2017-07-12 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chairman, CEO and President | Building Materials | SALE | $7.66 | 3,000 | $22,980 | 759,598 | -0.4% |
| 2017-07-13 19:40 | 2017-07-12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.29 | 20,000 | $2,665,744 | 9,290,793 | +0.2% |
| 2017-07-14 01:13 | 2017-07-11 | GPRE | Green Plains Inc. | Treuer Alain | Director | Chemicals | SALE | $19.21 | 1,200 | $23,058 | 320,708 | -0.4% |
| 2017-07-13 02:42 | 2017-07-10 | KALU | KAISER ALUMINUM CORP | Bartholomew Carolyn | Director | Aluminum | SALE | $92.00 | 1,000 | $92,000 | 14,344 | -6.5% |
| 2017-07-13 02:42 | 2017-07-10 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | SALE | $91.18 | 9,000 | $820,649 | 79,913 | -10.1% |
| 2017-07-12 23:00 | 2017-07-10 | SMID | SMITH MIDLAND CORP | SMITH RODNEY I | Director, Officer, 10% owner; Chairman, CEO and President | Building Materials | SALE | $7.62 | 12,800 | $97,580 | 762,598 | -1.7% |
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.