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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-11-10 22:56 | 2016-11-10 | SSD | Simpson Manufacturing Co., Inc. | Mackenzie Jeffrey Eric | Officer; Vice President | Lumber & Wood Production | SALE | $45.28 | 1,669 | $75,573 | 0 | -100.0% |
| 2016-11-10 22:49 | 2016-11-08 | VMC | Vulcan Materials CO | Grayson David J | Officer; President, Southeast Division | Building Materials | SALE | $118.49 | 2,121 | $251,317 | 16,648 | -11.3% |
| 2016-11-10 23:08 | 2016-11-09 | MLM | MARTIN MARIETTA MATERIALS INC | Nye C Howard | Director, Officer; Chairman, Pres & CEO | Building Materials | OPT+S | $224.68 | 8,691 | $1,952,689 | 113,614 | -7.1% |
| 2016-11-10 20:30 | 2016-11-09 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | OPT+S | $44.98 | 8,236 | $370,419 | 20,791 | -28.4% |
| 2016-11-11 02:04 | 2016-11-09 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $92.00 | 7,000 | $644,000 | 44,405 | -13.6% |
| 2016-11-11 00:26 | 2016-11-08 | GPRE | Green Plains Inc. | GLADE GORDON FREDRICK | Director | Chemicals | SALE | $25.08 | 10,000 | $250,770 | 46,255 | -17.8% |
| 2016-11-11 00:29 | 2016-11-08 | GPRE | Green Plains Inc. | PETERS JERRY L | Officer; Chief Financial Officer | Chemicals | SALE | $25.10 | 10,000 | $251,033 | 99,877 | -9.1% |
| 2016-11-11 00:10 | 2016-11-09 | MLM | MARTIN MARIETTA MATERIALS INC | LLOYD ANNE H | Officer; EVP and CFO | Building Materials | OPT+S | $224.74 | 2,929 | $658,271 | 57,201 | -4.9% |
| 2016-11-11 00:53 | 2016-11-08 | K | KELLANOVA | BRYANT JOHN A | Director, Officer, 10% owner; Chairman, Pres. & CEO/Trustee | Gold | SALE | $77.07 | 93,221 | $7,184,906 | 0 | -100.0% |
| 2016-11-10 00:08 | 2016-11-08 | PAH | Element Solutions Inc | Casanello Diego Lopez | Officer; President - Ag Solutions | Specialty Chemicals | BUY | $8.26 | 4,000 | $33,020 | 4,000 | +100.0% |
| 2016-11-10 01:01 | 2016-11-07 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $8.30 | 54,648 | $453,420 | 2,788,916 | +2.0% |
| 2016-11-10 00:33 | 2016-11-08 | CE | Celanese Corp | Johnston Lori A | Officer; EVP & CAO | Chemicals | OPT+S | $72.30 | 83,829 | $6,060,837 | 25,816 | -76.5% |
| 2016-11-10 01:57 | 2016-11-07 | EXP | EAGLE MATERIALS INC | ESSL GERALD J | Officer; Executive Vice President | Building Materials | OPT+S | $83.86 | 9,523 | $798,625 | 47,529 | -16.7% |
| 2016-11-10 00:18 | 2016-11-08 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; President and COO | Specialty Chemicals | SALE | $48.37 | 18,000 | $870,667 | 372,637 | -4.6% |
| 2016-11-09 22:03 | 2016-11-08 | WDFC | WD 40 CO | PITTARD DANIEL E | Director | Specialty Chemicals | BUY | $104.00 | 600 | $62,400 | 1,379 | +77.0% |
| 2016-11-09 01:44 | 2016-11-04 | HUN | Huntsman CORP | Huntsman Jon M | Director, Officer, 10% owner; Executive Chairman | Chemicals | SALE | $17.27 | 600,000 | $10,361,040 | 11,323,244 | -5.0% |
| 2016-11-09 01:05 | 2016-11-04 | UAN | CVR PARTNERS, LP | PYTOSH MARK A | Director, Officer; CEO and President | Agricultural Inputs | BUY | $4.20 | 20,000 | $83,910 | 75,932 | +35.8% |
| 2016-11-09 00:27 | 2016-11-07 | SXT | SENSIENT TECHNOLOGIES CORP | CLYDESDALE FERGUS M | Director | Specialty Chemicals | OPT+S | $74.49 | 2,000 | $148,980 | 22,682 | -8.1% |
| 2016-11-08 00:39 | 2016-11-04 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $1.09 | 47,210 | $51,459 | 11,734,122 | +0.4% |
| 2016-11-07 18:14 | 2016-11-03 | PENC | Nano Magic Inc. | BERMAN RONALD J | Director | Specialty Chemicals | BUY | $1.56 | 1,633 | $2,554 | 61,827 | +2.7% |
| 2016-11-05 00:12 | 2016-11-02 | EXP | EAGLE MATERIALS INC | Metcalf Keith W | Officer; President (American Gypsum) | Building Materials | OPT+S | $83.01 | 15,775 | $1,309,410 | 36,601 | -30.1% |
| 2016-11-04 15:30 | 2016-11-03 | CLF | CLEVELAND-CLIFFS INC. | Fisher Robert P Jr | Director | Steel | BUY | $5.66 | 4,000 | $22,638 | 58,663 | +7.3% |
| 2016-11-04 23:01 | 2016-11-02 | GRMC | Goldrich Mining Company | Vincent Stephen M | Director | Gold | BUY | $1,000.00 | 10 | $10,000 | 10 | +100.0% |
| 2016-11-05 01:38 | 2016-11-03 | USLM | UNITED STATES LIME & MINERALS INC | ODISHAW EDWARD A | Director | Building Materials | SALE | $66.00 | 800 | $52,800 | 0 | -100.0% |
| 2016-11-04 18:31 | 2016-11-02 | RYAM | RAYONIER ADVANCED MATERIALS INC. | TOWNSEND RONALD | Director | Chemicals | SALE | $12.19 | 2,585 | $31,519 | 14,329 | -15.3% |
| 2016-11-03 15:35 | 2016-11-02 | CLF | CLEVELAND-CLIFFS INC. | Rychel Eric M | Director | Steel | BUY | $5.55 | 5,000 | $27,750 | 11,845 | +73.0% |
| 2016-11-03 22:00 | 2016-11-01 | SCL | STEPAN CO | Mergner Arthur W | Officer; VP & General Manager | Specialty Chemicals | OPT+S | $69.82 | 2,438 | $170,232 | 5,000 | -32.8% |
| 2016-11-04 00:00 | 2016-11-03 | K | KELLANOVA | Dissinger Ronald L | Officer; Chief Financial Officer | Gold | SALE | $74.88 | 5,843 | $437,543 | 27,749 | -17.4% |
| 2016-11-04 00:02 | 2016-11-03 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | SALE | $74.89 | 5,420 | $405,925 | 73,285 | -6.9% |
| 2016-11-04 01:24 | 2016-11-01 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $82.48 | 4,098 | $338,018 | 44,405 | -8.4% |
| 2016-11-04 00:02 | 2016-11-03 | K | KELLANOVA | PILNICK GARY H | Officer; Vice Chairman, Corp Dev & CLO | Gold | SALE | $74.88 | 5,036 | $377,120 | 54,666 | -8.4% |
| 2016-11-03 23:50 | 2016-11-01 | NEM | NEWMONT Corp /DE/ | MacGowan William N | Officer; EVP, Human Resources | Gold | SALE | $37.53 | 2,006 | $75,285 | 96,773 | -2.0% |
| 2016-11-02 17:10 | 2016-11-01 | CLF | CLEVELAND-CLIFFS INC. | GREEN SUSAN MIRANDA | Director | Steel | BUY | $5.65 | 1,770 | $9,998 | 57,841 | +3.2% |
| 2016-11-02 21:21 | 2016-11-01 | STLD | STEEL DYNAMICS INC | BUSSE KEITH E | Director | Steel | SALE | $27.33 | 2,000 | $54,660 | 1,004,923 | -0.2% |
| 2016-11-01 23:45 | 2016-10-31 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $11.11 | 1,000 | $11,113 | 104,354 | +1.0% |
| 2016-11-01 16:03 | 2016-10-31 | CLF | CLEVELAND-CLIFFS INC. | BALDWIN JOHN T | Director | Steel | BUY | $5.49 | 10,000 | $54,900 | 68,160 | +17.2% |
| 2016-11-01 00:04 | 2016-10-31 | CDE | Coeur Mining, Inc. | Mitchell Peter C. | Officer; SVP & Chief Financial Officer | Gold | SALE | $11.04 | 10,000 | $110,400 | 242,399 | -4.0% |
| 2016-10-31 16:29 | 2016-10-28 | CLF | CLEVELAND-CLIFFS INC. | Taylor Douglas C | Director | Steel | BUY | $5.43 | 12,500 | $67,918 | 74,819 | +20.1% |
| 2016-11-01 00:16 | 2016-10-27 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $7.94 | 25,000 | $198,440 | 2,734,268 | +0.9% |
| 2016-10-31 16:24 | 2016-10-27 | SHW | SHERWIN WILLIAMS CO | STROPKI JOHN M | Director | Specialty Chemicals | BUY | $247.30 | 500 | $123,650 | 10,305 | +5.1% |
| 2016-10-31 17:20 | 2016-10-27 | PENC | Nano Magic Inc. | BERMAN RONALD J | Director | Specialty Chemicals | BUY | $1.73 | 1,500 | $2,600 | 60,194 | +2.6% |
| 2016-10-29 00:28 | 2016-10-27 | FCX | FREEPORT-MCMORAN INC | MATHER COURTNEY | Director | Copper | BUY | $10.72 | 150,000 | $1,608,225 | 190,523 | +370.2% |
| 2016-10-29 00:43 | 2016-10-26 | CLW | Clearwater Paper Corp | Gadd Michael S | Officer; Sr. Vice President | Paper & Paper Products | SALE | $54.82 | 5,129 | $281,170 | 22,313 | -18.7% |
| 2016-10-29 00:13 | 2016-10-26 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $79.93 | 18,198 | $1,454,619 | 59,241 | -23.5% |
| 2016-10-28 18:53 | 2016-10-28 | CLF | CLEVELAND-CLIFFS INC. | RUTKOWSKI JOSEPH A | Director | Steel | BUY | $5.32 | 6,000 | $31,895 | 68,236 | +9.6% |
| 2016-10-27 23:30 | 2016-10-25 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $7.90 | 50,000 | $394,750 | 2,709,268 | +1.9% |
| 2016-10-28 01:16 | 2016-10-25 | NEM | NEWMONT Corp /DE/ | Lawson Scott P | Officer; EVP & Chief Technology Officer | Gold | SALE | $35.99 | 1,500 | $53,985 | 44,795 | -3.2% |
| 2016-10-27 00:01 | 2016-10-26 | CE | Celanese Corp | Nivica Gjon N Jr | Officer; SVP and General Counsel | Chemicals | SALE | $71.36 | 25,000 | $1,784,000 | 51,124 | -32.8% |
| 2016-10-26 18:37 | 2016-10-25 | WDFC | WD 40 CO | BATEMAN GILES H | Director | Specialty Chemicals | OPT+S | $108.02 | 1,176 | $127,028 | 17,401 | -6.3% |
| 2016-10-26 01:37 | 2016-10-21 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $7.76 | 10,159 | $78,860 | 2,659,268 | +0.4% |
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.