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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-08-04 15:00 | 2016-08-02 | AXTA | Axalta Coating Systems Ltd. | CP V General Partner, L.L.C. | 10% owner | Specialty Chemicals | SALE | $28.13 | 41,621,996 | $1,170,826,747 | 0 | -100.0% |
| 2016-08-04 15:00 | 2016-08-02 | AXTA | Axalta Coating Systems Ltd. | Carlyle Group Management L.L.C. | 10% owner | Specialty Chemicals | SALE | $28.13 | 41,621,996 | $1,170,826,747 | 0 | -100.0% |
| 2016-08-04 23:09 | 2016-08-03 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | OPT+S | $46.03 | 8,037 | $369,955 | 22,027 | -26.7% |
| 2016-08-03 23:31 | 2016-08-02 | RPM | RPM INTERNATIONAL INC/DE/ | SULLIVAN FRANK C | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $53.56 | 60,000 | $3,213,858 | 965,320 | -5.9% |
| 2016-08-03 23:28 | 2016-08-01 | RPM | RPM INTERNATIONAL INC/DE/ | Ratajczak Matthew T | Officer; VP-Global Tax and Treasurer | Specialty Chemicals | SALE | $54.04 | 4,152 | $224,369 | 44,402 | -8.6% |
| 2016-08-03 23:26 | 2016-08-01 | RPM | RPM INTERNATIONAL INC/DE/ | Moore Edward W. | Officer; SVP, GC & CCO | Specialty Chemicals | OPT+S | $53.90 | 22,547 | $1,215,326 | 88,097 | -20.4% |
| 2016-08-02 23:46 | 2016-08-01 | CAPS | Capstone Holding Corp. | MILLER LLOYD I III | 10% owner | Building Materials | SALE | $0.06 | 80,000 | $4,864 | 5,844,968 | -1.4% |
| 2016-08-02 18:07 | 2016-08-01 | SXC | SunCoke Energy, Inc. | Mangrove Partners Master Fund, Ltd. | 10% owner | Coking Coal | BUY | $7.20 | 215,517 | $1,551,356 | 8,134,491 | +2.7% |
| 2016-08-02 17:38 | 2016-07-29 | APD | Air Products and Chemicals Inc. | NOVO GUILLERMO | Officer; Executive V.P. | Specialty Chemicals | OPT+S | $149.58 | 7,997 | $1,196,191 | 15,252 | -34.4% |
| 2016-08-02 17:28 | 2016-08-01 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $298.75 | 30,353 | $9,068,095 | 89,451 | -25.3% |
| 2016-08-03 00:12 | 2016-08-01 | CDE | Coeur Mining, Inc. | THOMPSON J KENNETH | Director | Gold | SALE | $15.52 | 7,500 | $116,423 | 78,288 | -8.7% |
| 2016-08-02 00:14 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | McDougall Joseph F. | Officer; SVP&Chief Human Resources Off. | Specialty Chemicals | OPT+S | $28.03 | 50,000 | $1,401,500 | 97,820 | -33.8% |
| 2016-08-02 00:12 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer; EVP & Pres., Trans. Coatings | Specialty Chemicals | OPT+S | $28.25 | 133,164 | $3,761,883 | 192,530 | -40.9% |
| 2016-08-02 00:08 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | Lannon Sean M. | Officer; VP Corp Fin & Controller, PAO | Specialty Chemicals | OPT+S | $28.01 | 17,000 | $476,170 | 842 | -95.3% |
| 2016-08-02 00:07 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | Finn Michael F. | Officer; SVP & General Counsel | Specialty Chemicals | OPT+S | $28.07 | 70,000 | $1,964,900 | 98,384 | -41.6% |
| 2016-08-02 00:06 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | Cash Michael A. | Officer; SVP & Pres., Indus. Coatings | Specialty Chemicals | OPT+S | $28.02 | 44,382 | $1,243,584 | 151,411 | -22.7% |
| 2016-08-02 00:05 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | Bryant Robert W. | Officer; EVP & CFO | Specialty Chemicals | OPT+S | $28.33 | 227,654 | $6,450,098 | 218,256 | -51.1% |
| 2016-08-01 17:58 | 2016-07-28 | SXC | SunCoke Energy, Inc. | Mangrove Partners Master Fund, Ltd. | 10% owner | Coking Coal | BUY | $6.98 | 291,478 | $2,033,438 | 7,918,974 | +3.8% |
| 2016-08-02 00:15 | 2016-07-28 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer; CEO | Specialty Chemicals | OPT+S | $28.21 | 200,000 | $5,642,000 | 562,110 | -26.2% |
| 2016-08-02 02:08 | 2016-07-28 | EXP | EAGLE MATERIALS INC | BARNETT F WILLIAM | Director | Building Materials | SALE | $85.77 | 16,221 | $1,391,223 | 7,519 | -68.3% |
| 2016-08-02 02:06 | 2016-07-28 | EXP | EAGLE MATERIALS INC | STEWART ROBERT S | Officer; EVP-Strategy & Corp. Develop. | Building Materials | OPT+S | $85.08 | 12,098 | $1,029,347 | 56,921 | -17.5% |
| 2016-08-01 16:32 | 2016-07-29 | STLD | STEEL DYNAMICS INC | BUSSE KEITH E | Director | Steel | SALE | $27.00 | 13,155 | $355,185 | 1,006,894 | -1.3% |
| 2016-07-29 23:34 | 2016-07-29 | CDE | Coeur Mining, Inc. | Rasmussen Hans John | Officer; SVP, Exploration | Gold | SALE | $15.00 | 3,477 | $52,155 | 136,334 | -2.5% |
| 2016-07-30 00:28 | 2016-07-27 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | OPT+S | $46.43 | 55,048 | $2,555,901 | 137,602 | -28.6% |
| 2016-07-29 22:20 | 2016-07-28 | CBT | CABOT CORP | Kelly James Patrick | Officer; Vice President and Controller | Specialty Chemicals | SALE | $50.95 | 2,500 | $127,375 | 24,585 | -9.2% |
| 2016-07-30 01:16 | 2016-07-27 | RS | RELIANCE, INC. | HANNAH DAVID H | Director | Steel | SALE | $77.29 | 36,782 | $2,842,811 | 163,218 | -18.4% |
| 2016-07-29 23:20 | 2016-07-28 | NEM | NEWMONT Corp /DE/ | Engel E Randall | Officer; EVP, Strategic Development | Gold | SALE | $42.55 | 8,700 | $370,148 | 219,389 | -3.8% |
| 2016-07-29 23:20 | 2016-07-27 | NEM | NEWMONT Corp /DE/ | Gottesfeld Stephen P | Officer; EVP and General Counsel | Gold | SALE | $41.59 | 10,000 | $415,947 | 122,857 | -7.5% |
| 2016-07-28 17:15 | 2016-07-26 | PPG | PPG INDUSTRIES INC | SEKMAKAS VIKTORAS R | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $106.64 | 40,950 | $4,367,014 | 28,094 | -59.3% |
| 2016-07-28 20:56 | 2016-07-28 | NUE | NUCOR CORP | Frias James D | Officer; CFO, Treasurer and EVP | Steel | SALE | $53.14 | 9,000 | $478,269 | 156,065 | -5.5% |
| 2016-07-28 20:16 | 2016-07-27 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; Chairman, President and CEO | Steel | SALE | $54.12 | 12,128 | $656,346 | 342,392 | -3.4% |
| 2016-07-28 00:56 | 2016-07-25 | THMG | THUNDER MOUNTAIN GOLD INC | Beckman Paul Albert | 10% owner, Other | Other Precious Metals & Mining | BUY | $0.10 | 400,000 | $40,000 | 9,313,645 | +4.5% |
| 2016-07-28 00:26 | 2016-07-26 | NEM | NEWMONT Corp /DE/ | Lawson Scott P | Officer; EVP & Chief Technology Officer | Gold | SALE | $40.35 | 4,700 | $189,627 | 46,295 | -9.2% |
| 2016-07-27 22:52 | 2016-07-26 | SCL | STEPAN CO | MASON SCOTT C | Officer; Vice President, Supply Chain | Specialty Chemicals | OPT+S | $64.10 | 9,368 | $600,489 | 15,902 | -37.1% |
| 2016-07-27 23:27 | 2016-07-25 | STLD | STEEL DYNAMICS INC | KOLB JURGEN DR | Director | Steel | SALE | $27.20 | 17,900 | $486,825 | 48,114 | -27.1% |
| 2016-07-26 20:42 | 2016-07-25 | NUE | NUCOR CORP | NAPOLITAN RAYMOND S JR | Officer; Executive Vice President | Steel | SALE | $52.39 | 10,000 | $523,899 | 71,170 | -12.3% |
| 2016-07-26 20:44 | 2016-07-25 | NUE | NUCOR CORP | HALL LADD R | Officer; Executive Vice President | Steel | OPT+S | $52.40 | 92,291 | $4,836,021 | 13,794 | -87.0% |
| 2016-07-26 20:40 | 2016-07-25 | NUE | NUCOR CORP | DARSEY JAMES R | Officer; Executive Vice President | Steel | OPT+S | $52.45 | 71,465 | $3,748,339 | 205,301 | -25.8% |
| 2016-07-27 03:25 | 2016-07-22 | WDFC | WD 40 CO | CRIVELLO MARIO L | Director | Specialty Chemicals | SALE | $119.57 | 400 | $47,828 | 56,785 | -0.7% |
| 2016-07-25 23:38 | 2016-07-21 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | SALE | $65.00 | 2,000 | $130,000 | 55,489 | -3.5% |
| 2016-07-25 23:40 | 2016-07-21 | SCL | STEPAN CO | STEPAN F QUINN JR | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $63.46 | 32,000 | $2,030,720 | 125,247 | -20.4% |
| 2016-07-21 00:51 | 2016-07-18 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | OPT+S | $62.86 | 1,400 | $88,000 | 23,731 | -5.6% |
| 2016-07-19 22:29 | 2016-07-18 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.57 | 70 | $40 | 37,655 | -0.2% |
| 2016-07-20 03:50 | 2016-07-15 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner; Corporate Secretary | Lumber & Wood Production | SALE | $12.43 | 5,752 | $71,511 | 246,209 | -2.3% |
| 2016-07-19 19:32 | 2016-07-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $132.11 | 3,880 | $512,587 | 63,897 | -5.7% |
| 2016-07-18 23:53 | 2016-07-14 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | OPT+S | $62.34 | 3,534 | $220,308 | 23,731 | -13.0% |
| 2016-07-16 02:41 | 2016-07-13 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner; Corporate Secretary | Lumber & Wood Production | SALE | $11.35 | 204 | $2,315 | 251,961 | -0.1% |
| 2016-07-15 18:06 | 2016-07-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $84.00 | 99,000 | $8,316,000 | 68,474,690 | -0.1% |
| 2016-07-15 18:45 | 2016-07-13 | NG | NOVAGOLD RESOURCES INC | Leathley Gillyeard J. | Director | Gold | OPT+S | $7.17 | 13,668 | $97,937 | 85,696 | -13.8% |
| 2016-07-15 22:15 | 2016-07-15 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director AsiaPacific | Specialty Chemicals | SALE | $120.27 | 1,427 | $171,621 | 9,681 | -12.8% |
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.