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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-16 03:03 | 2025-08-15 | LYB | LyondellBasell Industries N.V. | Vanacker Peter Z. E. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $53.57 | 20,000 | $1,071,422 | 160,351 | -11.1% |
| 2025-08-16 01:44 | 2025-08-13 | USAR | USA Rare Earth, Inc. | BLITZER MICHAEL | Director, 10% owner | Other Industrial Metals & Mining | OPT+S | $15.75 | 2,091,849 | $32,946,622 | 0 | -100.0% |
| 2025-08-16 00:00 | 2025-08-14 | CBT | CABOT CORP | Keohane Sean D | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $79.28 | 114,436 | $9,072,097 | 361,518 | -24.0% |
| 2025-08-15 23:30 | 2025-08-12 | GEVO | Gevo, Inc. | Amorelli Angelo | Director | Specialty Chemicals | OPT+S | $1.95 | 200,000 | $390,540 | 2,942 | -98.6% |
| 2025-08-16 00:04 | 2025-08-13 | DYNR | DYNARESOURCE, INC. | DIEPHOLZ KOY W | 10% owner | Other Precious Metals & Mining | BUY | $1.50 | 50,000 | $75,000 | 3,230,700 | +1.6% |
| 2025-08-14 23:05 | 2025-08-12 | CRH | CRH PUBLIC LTD CO | Lake Randy | Officer; Chief Operating Officer | Building Materials | SALE | $110.91 | 40,000 | $4,436,392 | 50,224 | -44.3% |
| 2025-08-14 21:26 | 2025-08-08 | AMRZ | Amrize Ltd | Hill Jaime | Officer; President, Building Materials | Building Materials | BUY | $46.40 | 4,000 | $185,600 | 9,601 | +71.4% |
| 2025-08-14 21:23 | 2025-08-13 | AMRZ | Amrize Ltd | Gross Mario | Officer; Chief Supply Chain Officer | Building Materials | BUY | $49.63 | 3,000 | $148,890 | 23,232 | +14.8% |
| 2025-08-14 23:46 | 2025-08-14 | CDE | Coeur Mining, Inc. | Das Paramita | Director | Gold | BUY | $11.57 | 385 | $4,454 | 76,920 | +0.5% |
| 2025-08-14 23:48 | 2025-08-12 | CDE | Coeur Mining, Inc. | McGrath Aoife | Officer; SVP, Exploration | Gold | SALE | $11.69 | 8,000 | $93,520 | 203,318 | -3.8% |
| 2025-08-14 23:36 | 2025-08-12 | CENX | CENTURY ALUMINUM CO | Aboud Matt | Officer; SVP, Strategy & Business Dev't | Aluminum | SALE | $23.27 | 12,027 | $279,868 | 62,589 | -16.1% |
| 2025-08-14 23:34 | 2025-08-12 | AMR | Alpha Metallurgical Resources, Inc. | Whitehead Jason E. | Officer; President & COO | Coking Coal | SALE | $161.84 | 12,004 | $1,942,781 | 9,673 | -55.4% |
| 2025-08-14 23:28 | 2025-08-12 | AMR | Alpha Metallurgical Resources, Inc. | Munsey Joshua Todd | Officer; Chief Financial Officer | Coking Coal | SALE | $157.00 | 2,135 | $335,195 | 4,466 | -32.3% |
| 2025-08-14 22:58 | 2025-08-14 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | SALE | $79.03 | 1,495,898 | $118,220,819 | 20,210,090 | -6.9% |
| 2025-08-15 00:52 | 2025-08-12 | MUX | McEwen Inc. | Ball Ian J | Director | Other Precious Metals & Mining | SALE | $10.49 | 2,656 | $27,861 | 0 | -100.0% |
| 2025-08-15 04:34 | 2025-08-13 | ALTO | Alto Ingredients Inc. | Sneed James R | Officer; Chief Commercial Officer | Specialty Chemicals | BUY | $1.06 | 3,176 | $3,364 | 432,397 | +0.7% |
| 2025-08-14 20:11 | 2025-08-12 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Bloomquist DeLyle W | Director, Officer; President and CEO | Chemicals | BUY | $4.71 | 53,533 | $252,087 | 539,557 | +11.0% |
| 2025-08-14 17:25 | 2025-08-13 | KRO | KRONOS WORLDWIDE INC | NACE ANDREW B | Officer; Executive Vice President | Specialty Chemicals | BUY | $5.83 | 3,000 | $17,500 | 19,453 | +18.2% |
| 2025-08-15 02:49 | 2025-08-14 | AMTX | Aemetis Inc. | BARTON FRANCIS P | Director | Specialty Chemicals | SALE | $2.53 | 26,452 | $67,016 | 208,518 | -11.3% |
| 2025-08-15 00:04 | 2025-08-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.07 | 114,583 | $9,175,050 | 45,326,620 | -0.3% |
| 2025-08-15 00:43 | 2025-08-12 | TSE | Trinseo PLC | FARRELL MATTHEW | Director | Specialty Chemicals | BUY | $2.40 | 100,000 | $240,030 | 250,225 | +66.6% |
| 2025-08-13 23:34 | 2025-07-17 | OMEX | ODYSSEY MARINE EXPLORATION INC | Cortina Gallardo Juan Antonio Carlos | 10% owner | Other Industrial Metals & Mining | SALE | $1.71 | 979,100 | $1,677,492 | 1,991,998 | -33.0% |
| 2025-08-14 03:19 | 2025-08-11 | BSLK | Bolt Projects Holdings, Inc. | Golden Arrow Sponsor, LLC | 10% owner | Specialty Chemicals | SALE | $3.14 | 45,197 | $142,013 | 1 | -100.0% |
| 2025-08-13 16:22 | 2025-08-12 | TROX | Tronox Holdings plc | Johnston Peter | Director | Chemicals | BUY | $3.21 | 20,000 | $64,200 | 191,513 | +11.7% |
| 2025-08-13 17:06 | 2025-08-11 | SXT | SENSIENT TECHNOLOGIES CORP | Manning Paul | Director, Officer; Chairman, President & CEO | Specialty Chemicals | BUY | $116.94 | 20 | $2,339 | 80 | +33.3% |
| 2025-08-13 23:10 | 2025-08-12 | CDE | Coeur Mining, Inc. | THOMPSON J KENNETH | Director | Gold | SALE | $11.74 | 8,324 | $97,724 | 277,086 | -2.9% |
| 2025-08-13 21:28 | 2025-08-11 | MTRN | MATERION Corp | REDDY N MOHAN | Director | Other Industrial Metals & Mining | SALE | $105.45 | 1,155 | $121,798 | 0 | -100.0% |
| 2025-08-13 00:56 | 2025-08-11 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $47.92 | 595,000 | $28,514,364 | 450,000 | +100.0% |
| 2025-08-13 00:28 | 2025-08-08 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $46.56 | 500,000 | $23,279,400 | 400,000 | +100.0% |
| 2025-08-12 22:19 | 2025-08-08 | AMRZ | Amrize Ltd | Poletti Samuel Jonas | Officer; Chief Strategy & M&A Officer | Building Materials | BUY | $46.22 | 1,280 | $59,162 | 3,389 | +60.7% |
| 2025-08-12 22:12 | 2025-08-08 | AMRZ | Amrize Ltd | Gross Mario | Officer; Chief Supply Chain Officer | Building Materials | BUY | $47.11 | 7,600 | $358,050 | 20,232 | +60.2% |
| 2025-08-12 22:05 | 2025-08-08 | AMRZ | Amrize Ltd | Brouwer Roald | Officer; Chief Technology Officer | Building Materials | BUY | $47.06 | 3,000 | $141,168 | 3,000 | +100.0% |
| 2025-08-13 01:01 | 2025-08-09 | USAU | U.S. GOLD CORP. | NORMAN LUKE ANTHONY | Director | Gold | SALE | $12.02 | 49,917 | $600,002 | 439,810 | -10.2% |
| 2025-08-13 00:12 | 2025-08-08 | CC | Chemours Co | Dignam Denise | Director, Officer; President & CEO | Specialty Chemicals | BUY | $12.06 | 4,068 | $49,060 | 191,546 | +2.2% |
| 2025-08-12 23:14 | 2025-08-11 | KRO | KRONOS WORLDWIDE INC | Reichert Bart W | Officer; Vice President, Internal Audit | Specialty Chemicals | BUY | $4.96 | 20,000 | $99,200 | 20,000 | +100.0% |
| 2025-08-12 23:16 | 2025-08-11 | KRO | KRONOS WORLDWIDE INC | Hanley Bryan A. | Officer; Senior VP and Treasurer | Specialty Chemicals | BUY | $4.90 | 2,500 | $12,250 | 6,000 | +71.4% |
| 2025-08-12 22:17 | 2025-08-11 | CMT | CORE MOLDING TECHNOLOGIES INC | Panda Alex Joseph | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | BUY | $17.06 | 200 | $3,411 | 29,596 | +0.7% |
| 2025-08-12 20:27 | 2025-08-08 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $100.00 | 414 | $41,400 | 2,327 | -15.1% |
| 2025-08-12 21:19 | 2025-08-11 | NWPX | NWPX Infrastructure, Inc. | Kendrick Megan A. | Officer; Sr. VP of Human Resources | Steel | SALE | $50.00 | 3,500 | $175,000 | 10,560 | -24.9% |
| 2025-08-11 17:56 | 2025-08-08 | FUL | FULLER H B CO | Magalhaes Joao | Officer; Sr. VP, Engineering Adhesives | Specialty Chemicals | OPT+S | $56.32 | 1,099 | $61,890 | 3,285 | -25.1% |
| 2025-08-12 00:13 | 2025-08-08 | CDE | Coeur Mining, Inc. | Beaudoin Pierre | Director | Gold | SALE | $11.57 | 48,362 | $559,597 | 140,000 | -25.7% |
| 2025-08-11 21:14 | 2025-08-08 | AMRZ | Amrize Ltd | Johnston Ian A | Officer; Chief Financial Officer | Building Materials | BUY | $47.71 | 10,500 | $500,987 | 17,344 | +153.4% |
| 2025-08-11 23:42 | 2025-08-08 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $11.62 | 8,000 | $92,960 | 143,007 | -5.3% |
| 2025-08-11 21:17 | 2025-08-08 | AMRZ | Amrize Ltd | Singleton Denise R | Officer; Chief Legal Officer & Corp Sec | Building Materials | BUY | $47.64 | 4,000 | $190,560 | 4,000 | +100.0% |
| 2025-08-11 23:49 | 2025-08-11 | KRO | KRONOS WORLDWIDE INC | Simmons Michael Shawn | Director, Officer; Vice Chairman of the Board | Specialty Chemicals | BUY | $4.87 | 5,000 | $24,350 | 5,000 | +100.0% |
| 2025-08-11 19:24 | 2025-08-11 | KRO | KRONOS WORLDWIDE INC | Samford Amy A. | Officer; Executive VP, Finance | Specialty Chemicals | BUY | $4.83 | 3,000 | $14,475 | 5,000 | +150.0% |
| 2025-08-11 23:05 | 2025-08-08 | MLM | MARTIN MARIETTA MATERIALS INC | PEREZ LAREE E | Director | Building Materials | SALE | $613.32 | 1,038 | $636,626 | 15,417 | -6.3% |
| 2025-08-12 04:07 | 2025-08-08 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $18.75 | 1,600,000 | $30,000,000 | 3,786,797 | -29.7% |
| 2025-08-12 04:10 | 2025-08-08 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $18.75 | 1,600,000 | $30,000,000 | 3,786,797 | -29.7% |
| 2025-08-12 01:42 | 2025-08-11 | IDR | Idaho Strategic Resources, Inc. | Shiell Kevin G | Director | Gold | SALE | $25.03 | 6,500 | $162,695 | 49,016 | -11.7% |
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.