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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017-05-03 01:14 | 2017-04-28 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $138.69 | 30,200 | $4,188,507 | 8,915,761 | +0.3% |
| 2017-05-02 15:00 | 2017-04-28 | CLF | CLEVELAND-CLIFFS INC. | Stoliar Gabriel | Director | Steel | BUY | $6.90 | 7,100 | $48,990 | 124,024 | +6.1% |
| 2017-05-03 01:54 | 2017-05-01 | SANW | S&W Seed Company | Jury Dennis Charles | Officer; EVP Operations and COO | Agricultural Inputs | SALE | $4.80 | 1,500 | $7,200 | 225,838 | -0.7% |
| 2017-05-02 23:53 | 2017-05-01 | NEM | NEWMONT Corp /DE/ | Goldberg Gary J | Director, Officer; President and CEO | Gold | SALE | $33.67 | 1,000 | $33,670 | 151,114 | -0.7% |
| 2017-05-01 22:23 | 2017-04-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $139.65 | 23,728 | $3,313,520 | 8,885,561 | +0.3% |
| 2017-05-01 15:21 | 2017-04-28 | CLF | CLEVELAND-CLIFFS INC. | Fisher Robert P Jr | Director | Steel | BUY | $6.83 | 4,000 | $27,314 | 78,186 | +5.4% |
| 2017-05-02 00:01 | 2017-04-28 | CDE | Coeur Mining, Inc. | Mitchell Peter C. | Officer; SVP & Chief Financial Officer | Gold | SALE | $8.89 | 10,000 | $88,900 | 231,283 | -4.1% |
| 2017-05-01 23:30 | 2017-04-27 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | SALE | $84.59 | 4,877 | $412,545 | 47,190 | -9.4% |
| 2017-05-01 22:35 | 2017-04-27 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.13 | 1,000 | $130 | 3,126,043 | +0.0% |
| 2017-05-02 00:59 | 2017-04-27 | SCL | STEPAN CO | STEPAN F QUINN JR | Director, Officer; Chairman, President & CEO | Specialty Chemicals | OPT+S | $86.36 | 10,000 | $863,607 | 141,571 | -6.6% |
| 2017-05-01 15:21 | 2017-04-28 | CLF | CLEVELAND-CLIFFS INC. | RUTKOWSKI JOSEPH A | Director | Steel | BUY | $6.77 | 2,500 | $16,925 | 84,567 | +3.0% |
| 2017-04-28 23:03 | 2017-04-25 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $0.30 | 5,000 | $1,478 | 8,524,797 | +0.1% |
| 2017-04-28 16:44 | 2017-04-27 | NUE | NUCOR CORP | HAYNES VICTORIA F | Director | Steel | SALE | $61.52 | 3,000 | $184,571 | 33,703 | -8.2% |
| 2017-04-27 20:10 | 2017-04-26 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $138.99 | 40,000 | $5,559,728 | 8,861,833 | +0.5% |
| 2017-04-27 23:15 | 2017-04-26 | AXTA | Axalta Coating Systems Ltd. | Lannon Sean M. | Officer; VP Corp Fin & Controller, PAO | Specialty Chemicals | OPT+S | $32.72 | 5,000 | $163,600 | 2,806 | -64.1% |
| 2017-04-28 00:10 | 2017-04-25 | HUN | Huntsman CORP | Huntsman Jon M | Director, Officer, 10% owner; Executive Chairman | Chemicals | SALE | $25.52 | 100,000 | $2,551,600 | 498,816 | -16.7% |
| 2017-04-27 23:07 | 2017-04-25 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | SALE | $86.63 | 4,000 | $346,500 | 48,438 | -7.6% |
| 2017-04-26 21:54 | 2017-04-25 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $139.40 | 34,300 | $4,781,420 | 8,821,833 | +0.4% |
| 2017-04-27 02:28 | 2017-04-24 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; VP & Chief Accounting Officer | Aluminum | SALE | $84.54 | 2,500 | $211,340 | 5,591 | -30.9% |
| 2017-04-26 20:13 | 2017-04-25 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; Chairman, President and CEO | Steel | SALE | $61.60 | 12,232 | $753,484 | 337,723 | -3.5% |
| 2017-04-27 01:14 | 2017-04-25 | NEM | NEWMONT Corp /DE/ | Lawson Scott P | Officer; EVP & Chief Technology Officer | Gold | SALE | $33.70 | 1,500 | $50,550 | 61,696 | -2.4% |
| 2017-04-26 01:38 | 2017-04-24 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $137.91 | 24,647 | $3,399,068 | 8,787,533 | +0.3% |
| 2017-04-26 00:36 | 2017-04-24 | TSE | Trinseo PLC | Pappas Christopher D | Director, Officer; See Remarks | Specialty Chemicals | OPT+S | $65.07 | 20,000 | $1,301,476 | 240,240 | -7.7% |
| 2017-04-25 21:51 | 2017-04-24 | MERC | MERCER INTERNATIONAL INC. | Lauritzen Eric | Director | Paper & Paper Products | SALE | $12.00 | 500 | $6,000 | 85,500 | -0.6% |
| 2017-04-25 16:33 | 2017-04-21 | SHW | SHERWIN WILLIAMS CO | KILBANE CATHERINE M | Officer; SVP, Gen. Counsel & Secretary | Specialty Chemicals | OPT+S | $324.47 | 22,635 | $7,344,322 | 7,608 | -74.8% |
| 2017-04-25 00:05 | 2017-04-21 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $136.22 | 26,900 | $3,664,345 | 8,762,886 | +0.3% |
| 2017-04-24 21:19 | 2017-04-20 | MERC | MERCER INTERNATIONAL INC. | Lauritzen Eric | Director | Paper & Paper Products | SALE | $11.71 | 6,000 | $70,260 | 86,000 | -6.5% |
| 2017-04-21 18:00 | 2017-04-20 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $135.63 | 19,053 | $2,584,094 | 8,735,986 | +0.2% |
| 2017-04-22 01:01 | 2017-04-19 | HCC | WARRIOR MET COAL, INC. | FS Global Credit Opportunities Fund | 10% owner | Coking Coal | SALE | $17.81 | 3,829,311 | $68,209,602 | 604,550 | -86.4% |
| 2017-04-22 01:00 | 2017-04-19 | HCC | WARRIOR MET COAL, INC. | GSO Special Situations Overseas Master Fund Ltd. | 10% owner | Coking Coal | SALE | $17.81 | 3,829,311 | $68,209,602 | 604,550 | -86.4% |
| 2017-04-22 01:00 | 2017-04-19 | HCC | WARRIOR MET COAL, INC. | GSO Special Situations Fund LP | 10% owner | Coking Coal | SALE | $17.81 | 3,829,311 | $68,209,602 | 604,550 | -86.4% |
| 2017-04-21 23:29 | 2017-04-19 | HCC | WARRIOR MET COAL, INC. | KKR Credit Advisors (US) LLC | 10% owner | Coking Coal | SALE | $17.81 | 2,389,274 | $42,558,943 | 4,071,745 | -37.0% |
| 2017-04-22 01:01 | 2017-04-19 | HCC | WARRIOR MET COAL, INC. | Blackstone Group L.P. | 10% owner | Coking Coal | SALE | $17.81 | 3,829,311 | $68,209,602 | 604,550 | -86.4% |
| 2017-04-20 19:17 | 2017-04-19 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $134.53 | 36,500 | $4,910,513 | 8,716,933 | +0.4% |
| 2017-04-20 16:58 | 2017-04-13 | LONE | Lonestar Resources US Inc. | Lambilliotte Bernard | Director | Other Industrial Metals & Mining | BUY | $5.00 | 50,000 | $250,000 | 177,170 | +39.3% |
| 2017-04-20 21:56 | 2017-04-20 | SMPR | American Clean Resources Group Inc. | Ullman Sharon | Director, Officer, 10% owner; CFO, CAO and Director | Other Precious Metals & Mining | SALE | $0.08 | 2,500,000 | $187,500 | 15,180,000 | -14.1% |
| 2017-04-21 01:02 | 2017-04-19 | HCC | WARRIOR MET COAL, INC. | Apollo Management Holdings GP, LLC | 10% owner | Coking Coal | SALE | $17.81 | 5,932,545 | $105,673,458 | 10,110,015 | -37.0% |
| 2017-04-21 02:34 | 2017-04-19 | VYST | Vystar Corp | Allegra Joseph | 10% owner | Specialty Chemicals | BUY | $0.17 | 25,000 | $4,125 | 850,569 | +3.0% |
| 2017-04-20 22:11 | 2017-04-19 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $0.28 | 5,000 | $1,400 | 8,519,797 | +0.1% |
| 2017-04-19 17:59 | 2017-04-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Winder Investment Pte Ltd | 10% owner | Specialty Chemicals | BUY | $133.89 | 24,780 | $3,317,854 | 8,680,433 | +0.3% |
| 2017-04-19 23:30 | 2017-04-12 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $11.75 | 2,400 | $28,193 | 1,258,577 | +0.2% |
| 2017-04-19 23:54 | 2017-04-19 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $0.28 | 3,500 | $996 | 8,514,797 | +0.0% |
| 2017-04-19 23:51 | 2017-04-18 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $0.30 | 16,500 | $5,013 | 8,511,297 | +0.2% |
| 2017-04-19 23:45 | 2017-04-17 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, Officer, 10% owner; CEO & President | Specialty Chemicals | BUY | $0.31 | 30,000 | $9,201 | 8,494,797 | +0.4% |
| 2017-04-19 00:23 | 2017-04-17 | TSE | Trinseo PLC | Pappas Christopher D | Director, Officer; See Remarks | Specialty Chemicals | OPT+S | $64.17 | 15,000 | $962,624 | 240,240 | -5.9% |
| 2017-04-19 01:38 | 2017-04-13 | SYNL | Ascent Industries Co. | Privet Fund Management LLC | 10% owner, Other | Chemicals | BUY | $11.97 | 3,957 | $47,360 | 959,603 | +0.4% |
| 2017-04-18 01:36 | 2017-04-13 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $11.50 | 15,000 | $172,451 | 18,500 | +428.6% |
| 2017-04-17 20:12 | 2017-04-13 | HCC | WARRIOR MET COAL, INC. | FRANKLIN MUTUAL ADVISERS LLC | Director, 10% owner | Coking Coal | SALE | $17.81 | 2,718,359 | $48,420,770 | 4,632,574 | -37.0% |
| 2017-04-14 23:11 | 2016-11-17 | LXU | LSB INDUSTRIES, INC. | BEHRMAN MARK T | Officer; EVP and CFO | Chemicals | SALE | $8.48 | 1,000 | $8,480 | 286,467 | -0.3% |
| 2017-04-14 00:25 | 2017-04-13 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | SALE | $75.00 | 2,000 | $150,000 | 68,662 | -2.8% |
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.