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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 15:50 | 2025-08-07 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $97.50 | 400 | $39,000 | 2,741 | -12.7% |
| 2025-08-08 16:34 | 2025-08-07 | FUL | FULLER H B CO | Magalhaes Joao | Officer; Sr. VP, Engineering Adhesives | Specialty Chemicals | OPT+S | $56.20 | 1,046 | $58,788 | 3,285 | -24.2% |
| 2025-08-08 15:05 | 2025-08-06 | SHW | SHERWIN WILLIAMS CO | Lang James P. | Officer; SVP - Enterprise Finance & CAO | Specialty Chemicals | OPT+S | $350.35 | 860 | $301,301 | 377 | -69.5% |
| 2025-08-08 17:29 | 2025-02-12 | SMG | SCOTTS MIRACLE-GRO CO | Scheiwer Mark J | Officer; EVP, CFO & CAO | Agricultural Inputs | SALE | $66.05 | 1,500 | $99,068 | 6,834 | -18.0% |
| 2025-08-08 23:47 | 2025-08-07 | CDE | Coeur Mining, Inc. | Nault Casey M. | Officer; SVP, GC & Secretary | Gold | SALE | $10.02 | 100,000 | $1,002,000 | 670,880 | -13.0% |
| 2025-08-09 00:00 | 2025-08-07 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Director | Chemicals | BUY | $3.21 | 31,150 | $100,026 | 772,572 | +4.2% |
| 2025-08-09 00:50 | 2025-08-08 | MERC | MERCER INTERNATIONAL INC. | Laberge Alice | Director | Paper & Paper Products | BUY | $2.98 | 2,000 | $5,957 | 12,065 | +19.9% |
| 2025-08-08 20:10 | 2025-08-07 | MERC | MERCER INTERNATIONAL INC. | Laberge Alice | Director | Paper & Paper Products | BUY | $2.99 | 2,000 | $5,980 | 10,065 | +24.8% |
| 2025-08-08 22:48 | 2025-08-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.97 | 114,583 | $9,163,203 | 45,441,203 | -0.3% |
| 2025-08-09 00:33 | 2025-08-07 | LIN | LINDE PLC | ANGEL STEPHEN F | Director | Specialty Chemicals | OPT+S | $473.38 | 50,309 | $23,815,274 | 480,543 | -9.5% |
| 2025-08-08 23:35 | 2025-08-06 | NEM | NEWMONT Corp /DE/ | Tabolt Brian | Officer; SVP & CAO | Gold | SALE | $68.02 | 7,015 | $477,160 | 32,615 | -17.7% |
| 2025-08-09 01:49 | 2025-08-07 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | FRIBOURG PAUL J | Director | Specialty Chemicals | BUY | $64.80 | 15,450 | $1,001,183 | 15,450 | +100.0% |
| 2025-08-07 21:50 | 2025-08-06 | OLN | OLIN Corp | Ehrhardt Marc | Officer; VP & Pres Corp Development | Chemicals | BUY | $18.70 | 20,000 | $373,956 | 20,000 | +100.0% |
| 2025-08-07 16:19 | 2025-08-06 | SXT | SENSIENT TECHNOLOGIES CORP | Jain Sharad P | Director | Specialty Chemicals | SALE | $114.14 | 1 | $141 | 5,808 | 0.0% |
| 2025-08-08 03:10 | 2025-08-05 | LOOP | Loop Industries, Inc. | Hart Spencer | Director | Specialty Chemicals | BUY | $1.66 | 20,000 | $33,100 | 360,370 | +5.9% |
| 2025-08-07 23:10 | 2025-08-07 | TROX | Tronox Holdings plc | Jones Stephen J | Director | Chemicals | BUY | $3.19 | 8,000 | $25,480 | 51,000 | +18.6% |
| 2025-08-07 15:30 | 2025-08-06 | TROX | Tronox Holdings plc | Jones Stephen J | Director | Chemicals | BUY | $3.20 | 7,000 | $22,379 | 43,000 | +19.4% |
| 2025-08-08 01:59 | 2025-08-07 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Fyrwald J Erik | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $64.95 | 15,300 | $993,714 | 77,370 | +24.6% |
| 2025-08-08 00:43 | 2025-08-07 | BCC | BOISE CASCADE Co | Little Troy | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $83.10 | 2,033 | $168,947 | 12,701 | -13.8% |
| 2025-08-08 00:38 | 2025-08-06 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; SVP General Counsel & Corp Sec | Lumber & Wood Production | SALE | $83.97 | 1,782 | $149,635 | 32,867 | -5.1% |
| 2025-08-07 23:45 | 2025-08-06 | RPM | RPM INTERNATIONAL INC/DE/ | Nance Frederick R. | Director | Specialty Chemicals | SALE | $119.36 | 1,000 | $119,360 | 7,394 | -11.9% |
| 2025-08-06 18:23 | 2025-08-05 | APD | Air Products and Chemicals Inc. | Brifo Victoria | Officer; Exec VP, Chief HR Officer | Specialty Chemicals | SALE | $292.38 | 1,359 | $397,344 | 8,686 | -13.5% |
| 2025-08-06 16:14 | 2025-08-05 | TROX | Tronox Holdings plc | Jones Stephen J | Director | Chemicals | BUY | $3.32 | 6,000 | $19,920 | 36,000 | +20.0% |
| 2025-08-06 23:57 | 2025-08-05 | GEVO | Gevo, Inc. | Agiri Oluwagbemileke Yusuf | Officer; CFO | Specialty Chemicals | SALE | $1.23 | 5,738 | $7,061 | 335,486 | -1.7% |
| 2025-08-06 23:56 | 2025-08-05 | GEVO | Gevo, Inc. | Fitzgerald Lindsay Clinton | Officer; Chief Advocacy & Comms Officer | Specialty Chemicals | SALE | $1.23 | 8,118 | $9,990 | 232,199 | -3.4% |
| 2025-08-06 23:55 | 2025-08-05 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief People and IT Officer | Specialty Chemicals | SALE | $1.23 | 12,370 | $15,223 | 482,756 | -2.5% |
| 2025-08-06 23:54 | 2025-08-05 | GEVO | Gevo, Inc. | Smull L Lynn | Officer; EVP | Specialty Chemicals | SALE | $1.23 | 36,611 | $45,053 | 1,102,131 | -3.2% |
| 2025-08-06 23:52 | 2025-08-05 | GEVO | Gevo, Inc. | Bloom Paul D | Officer; Chief Business Officer | Specialty Chemicals | SALE | $1.23 | 42,073 | $51,598 | 1,000,683 | -4.0% |
| 2025-08-06 23:50 | 2025-08-05 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President & COO | Specialty Chemicals | SALE | $1.23 | 42,499 | $52,299 | 1,633,621 | -2.5% |
| 2025-08-06 23:49 | 2025-08-05 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $1.23 | 116,060 | $142,823 | 3,847,104 | -2.9% |
| 2025-08-07 04:22 | 2025-08-04 | SCL | STEPAN CO | STEPAN F QUINN JR | Director | Specialty Chemicals | OPT+S | $50.16 | 10,000 | $501,570 | 159,423 | -5.9% |
| 2025-08-07 01:01 | 2025-08-04 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $62.28 | 70,000 | $4,359,621 | 13,274,274 | -0.5% |
| 2025-08-06 17:09 | 2025-08-04 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | SALE | $105.17 | 3,000 | $315,512 | 10,376 | -22.4% |
| 2025-08-06 17:08 | 2025-08-04 | MTRN | MATERION Corp | Fashinpaur Melissa A | Officer; Chief Accounting Officer | Other Industrial Metals & Mining | SALE | $105.34 | 1,140 | $120,091 | 0 | -100.0% |
| 2025-08-05 19:35 | - | PHCI | Panamera Holdings Corp | Proler Cristopher Bryan | Director, Officer; Vice Chairman & President | Building Materials | SALE | $0.36 | 923,000 | $329,880 | 0 | -100.0% |
| 2025-08-06 00:17 | 2025-08-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $63.66 | 3,000 | $190,980 | 58,736 | -4.9% |
| 2025-08-06 00:13 | 2025-08-01 | NEM | NEWMONT Corp /DE/ | Brook Bruce R | Director | Gold | SALE | $63.66 | 2,077 | $132,222 | 41,026 | -4.8% |
| 2025-08-04 23:31 | 2025-08-01 | SSD | Simpson Manufacturing Co., Inc. | Gilstrap Jeremy | Officer; EVP, Innovation | Lumber & Wood Production | SALE | $178.27 | 2,500 | $445,675 | 7,794 | -24.3% |
| 2025-08-04 19:56 | 2025-07-31 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | SALE | $143.38 | 8,021 | $1,150,051 | 82,703 | -8.8% |
| 2025-08-04 19:58 | 2025-07-31 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair, President and CEO | Steel | SALE | $143.27 | 29,830 | $4,273,643 | 139,913 | -17.6% |
| 2025-08-04 23:31 | 2025-08-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $20.18 | 571 | $11,523 | 31,413 | -1.8% |
| 2025-08-04 23:45 | 2025-08-01 | GEVO | Gevo, Inc. | Fitzgerald Lindsay Clinton | Officer; Chief Advocacy & Comms Officer | Specialty Chemicals | SALE | $1.25 | 5,185 | $6,496 | 240,317 | -2.1% |
| 2025-08-04 23:43 | 2025-08-01 | GEVO | Gevo, Inc. | Bowron Kimberly T | Officer; Chief People and IT Officer | Specialty Chemicals | SALE | $1.25 | 11,694 | $14,651 | 495,126 | -2.3% |
| 2025-08-04 23:42 | 2025-08-01 | GEVO | Gevo, Inc. | Smull L Lynn | Officer; EVP | Specialty Chemicals | SALE | $1.25 | 32,808 | $41,105 | 1,138,742 | -2.8% |
| 2025-08-04 23:39 | 2025-08-01 | GEVO | Gevo, Inc. | Bloom Paul D | Officer; Chief Business Officer | Specialty Chemicals | SALE | $1.25 | 27,744 | $34,760 | 1,042,756 | -2.6% |
| 2025-08-04 23:37 | 2025-08-01 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President & COO | Specialty Chemicals | SALE | $1.25 | 43,964 | $55,082 | 1,676,120 | -2.6% |
| 2025-08-04 23:36 | 2025-08-01 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $1.25 | 120,304 | $150,729 | 3,963,164 | -2.9% |
| 2025-08-02 04:22 | 2025-08-01 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $60.33 | 6,337 | $382,304 | 0 | -100.0% |
| 2025-08-01 20:26 | - | AREC | American Resources Corporation | GOLDEN PROPERTIES LTD. | 10% owner | Coking Coal | BUY | $1.12 | 1,000,000 | $1,120,000 | 13,389,960 | +8.1% |
| 2025-08-02 00:42 | 2025-07-30 | TMQ | Trilogy Metals Inc. | Hensley William L. Iggiagruk | Director | Other Industrial Metals & Mining | OPT+S | $1.74 | 50,000 | $87,000 | 143,638 | -25.8% |
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.