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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-05-25 00:15 | 2016-05-24 | CF | CF Industries Holdings, Inc. | Bohn Christopher D | Officer; Sr. VP, Manufacturing | Agricultural Inputs | BUY | $27.92 | 12,500 | $349,056 | 31,718 | +65.0% |
| 2016-05-24 16:56 | 2016-05-23 | KOP | Koppers Holdings Inc. | TESTONI LOUIS L | Director | Specialty Chemicals | BUY | $24.68 | 4,100 | $101,188 | 15,466 | +36.1% |
| 2016-05-23 23:57 | 2016-05-17 | SMPR | American Clean Resources Group Inc. | Ullman Sharon | Director, Officer, 10% owner; See Remarks | Other Precious Metals & Mining | SALE | $0.07 | 220,000 | $15,400 | 18,180,000 | -1.2% |
| 2016-05-23 23:38 | 2016-05-19 | BCPC | BALCHEM CORP | ROSSI DINO A | Director | Specialty Chemicals | OPT+S | $58.39 | 200 | $11,678 | 97,885 | -0.2% |
| 2016-05-20 18:54 | 2016-05-19 | LXU | LSB INDUSTRIES, INC. | LSB Funding LLC | 10% owner | Chemicals | SALE | $11.92 | 34,422 | $410,376 | 4,069,324 | -0.8% |
| 2016-05-20 21:38 | 2016-05-20 | ENRT | Enertopia Corp. | Bhullar Baljinder | Director, Officer; CFO | Other Industrial Metals & Mining | BUY | $0.02 | 1,000,000 | $15,000 | 1,201,000 | +497.5% |
| 2016-05-20 20:59 | 2016-05-19 | KOP | Koppers Holdings Inc. | NEUPAVER ALBERT J | Director | Specialty Chemicals | BUY | $23.80 | 3,000 | $71,400 | 35,444 | +9.2% |
| 2016-05-20 16:20 | 2016-05-18 | PENC | Nano Magic Inc. | BERMAN RONALD J | Director | Specialty Chemicals | BUY | $2.90 | 1,000 | $2,900 | 39,458 | +2.6% |
| 2016-05-19 19:45 | 2016-05-18 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.29 | 70 | $20 | 35,880 | -0.2% |
| 2016-05-18 18:46 | 2016-05-16 | MLM | MARTIN MARIETTA MATERIALS INC | LLOYD ANNE H | Officer; EVP and CFO | Building Materials | OPT+S | $186.76 | 9,031 | $1,686,611 | 58,361 | -13.4% |
| 2016-05-19 00:37 | 2016-05-10 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | BUY | $5.25 | 1,000 | $5,250 | 53,022 | +1.9% |
| 2016-05-18 23:26 | 2016-04-04 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | BUY | $3.75 | 1,000 | $3,750 | 52,022 | +2.0% |
| 2016-05-18 22:26 | 2016-02-23 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | BUY | $3.17 | 600 | $1,900 | 51,022 | +1.2% |
| 2016-05-18 22:24 | 2016-02-02 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | BUY | $3.00 | 1,500 | $4,500 | 50,422 | +3.1% |
| 2016-05-18 21:17 | 2016-01-22 | CTGO | Contango ORE, Inc. | COMPOFELICE JOSEPH S | Director | Gold | BUY | $3.45 | 990 | $3,420 | 48,922 | +2.1% |
| 2016-05-17 21:30 | 2016-05-16 | SHW | SHERWIN WILLIAMS CO | Sewell David B | Officer; President, Global Finishes Grp | Specialty Chemicals | OPT+S | $297.39 | 4,598 | $1,367,399 | 8,517 | -35.1% |
| 2016-05-18 04:46 | 2016-05-13 | CC | Chemours Co | Newman Mark | Officer; Senior VP and CFO | Specialty Chemicals | BUY | $9.71 | 2,800 | $27,175 | 2,800 | +100.0% |
| 2016-05-17 23:43 | 2016-05-13 | BCPC | BALCHEM CORP | Houston Matthew David | Officer; General Counsel/Secretary | Specialty Chemicals | SALE | $62.51 | 5,000 | $312,537 | 24,050 | -17.2% |
| 2016-05-17 20:51 | 2016-05-16 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $126.17 | 2,194 | $276,817 | 62,821 | -3.4% |
| 2016-05-17 18:43 | 2016-05-13 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; SVP-Finance & CFO | Specialty Chemicals | OPT+S | $294.88 | 20,353 | $6,001,693 | 72,394 | -21.9% |
| 2016-05-17 00:08 | 2016-05-13 | ODC | Oil-Dri Corp of America | Christiansen Aaron | Officer; VP, Manufacturing - CPG | Specialty Chemicals | SALE | $33.03 | 1 | $27 | 9 | -8.4% |
| 2016-05-16 23:51 | 2016-05-13 | AXTA | Axalta Coating Systems Ltd. | McDougall Joseph F. | Officer; SVP&Chief Human Resources Off. | Specialty Chemicals | SALE | $27.95 | 1,879 | $52,518 | 97,820 | -1.9% |
| 2016-05-16 23:49 | 2016-05-13 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer; EVP & Pres., Trans. Coatings | Specialty Chemicals | SALE | $27.95 | 1,794 | $50,142 | 192,530 | -0.9% |
| 2016-05-16 23:48 | 2016-05-13 | AXTA | Axalta Coating Systems Ltd. | Lannon Sean M. | Officer; VP Corp Fin & Controller, PAO | Specialty Chemicals | OPT+S | $27.94 | 439 | $12,266 | 842 | -34.3% |
| 2016-05-16 23:46 | 2016-05-13 | AXTA | Axalta Coating Systems Ltd. | Finn Michael F. | Officer; SVP & General Counsel | Specialty Chemicals | SALE | $27.95 | 1,315 | $36,754 | 98,384 | -1.3% |
| 2016-05-16 23:37 | 2016-05-13 | AXTA | Axalta Coating Systems Ltd. | Cash Michael A. | Officer; SVP & Pres., Indus. Coatings | Specialty Chemicals | SALE | $27.95 | 1,420 | $39,689 | 151,411 | -0.9% |
| 2016-05-16 23:54 | 2016-05-13 | K | KELLANOVA | Hirst Alistair D | Officer; Senior Vice President | Gold | OPT+S | $77.21 | 9,830 | $759,019 | 30,426 | -24.4% |
| 2016-05-17 00:49 | 2016-05-13 | CMC | COMMERCIAL METALS Co | HICKEY ADAM R | Officer; VICE PRESIDENT & CONTROLLER | Steel | SALE | $17.00 | 5,000 | $85,000 | 16,957 | -22.8% |
| 2016-05-16 22:34 | 2016-05-13 | TSE | Trinseo PLC | Denton E. Jeffery | Officer; See Remarks | Specialty Chemicals | BUY | $43.66 | 1,200 | $52,392 | 17,845 | +7.2% |
| 2016-05-16 23:37 | 2016-05-12 | TSE | Trinseo PLC | Vasseur Aurelien | Director, 10% owner | Specialty Chemicals | SALE | $42.90 | 8,000,000 | $343,200,000 | 18,669,567 | -30.0% |
| 2016-05-16 23:32 | 2016-05-12 | TSE | Trinseo PLC | Hauser Felix | Director, 10% owner | Specialty Chemicals | SALE | $42.90 | 8,000,000 | $343,200,000 | 18,669,567 | -30.0% |
| 2016-05-16 23:28 | 2016-05-12 | TSE | Trinseo PLC | Plantevin Michel | Director, 10% owner | Specialty Chemicals | SALE | $42.90 | 8,000,000 | $343,200,000 | 18,669,567 | -30.0% |
| 2016-05-16 23:21 | 2016-05-12 | TSE | Trinseo PLC | Thomas Stephen F. | Director, 10% owner | Specialty Chemicals | SALE | $42.90 | 8,000,000 | $343,200,000 | 18,669,567 | -30.0% |
| 2016-05-16 21:31 | 2016-05-13 | CTGO | Contango ORE, Inc. | Greenberg Joseph G. | Director | Gold | BUY | $5.30 | 8,500 | $45,025 | 71,738 | +13.4% |
| 2016-05-16 23:54 | 2016-05-12 | K | KELLANOVA | Dissinger Ronald L | Officer; Chief Financial Officer | Gold | OPT+S | $77.02 | 50,000 | $3,850,855 | 33,749 | -59.7% |
| 2016-05-16 20:39 | 2016-05-12 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.30 | 121 | $36 | 35,950 | -0.3% |
| 2016-05-16 20:39 | 2016-05-12 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.30 | 108 | $32 | 39,015 | -0.3% |
| 2016-05-16 20:38 | 2016-05-12 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.30 | 16 | $5 | 8,138 | -0.2% |
| 2016-05-16 20:37 | 2016-05-12 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.30 | 21 | $6 | 26,725 | -0.1% |
| 2016-05-17 04:18 | 2016-05-13 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Officer; VP Corp Dev & Ops | Gold | OPT+S | $57.64 | 1,250 | $72,050 | 65,113 | -1.9% |
| 2016-05-17 01:16 | 2016-05-12 | MOS | MOSAIC CO | MACK RICHARD L | Officer; EVP, Chief Financial Officer | Agricultural Inputs | OPT+S | $25.43 | 36,629 | $931,549 | 95,714 | -27.7% |
| 2016-05-16 23:25 | 2016-05-12 | TSE | Trinseo PLC | ZIDE STEPHEN M | Director, 10% owner | Specialty Chemicals | SALE | $42.90 | 8,000,000 | $343,200,000 | 18,669,567 | -30.0% |
| 2016-05-16 23:54 | 2016-05-13 | K | KELLANOVA | JENNESS JAMES M | Director | Gold | OPT+S | $77.45 | 4,170 | $322,974 | 103,961 | -3.9% |
| 2016-05-16 17:45 | 2016-05-12 | MLM | MARTIN MARIETTA MATERIALS INC | COLE SUE W | Director | Building Materials | OPT+S | $187.44 | 3,000 | $562,308 | 18,853 | -13.7% |
| 2016-05-16 23:24 | 2016-05-12 | TSE | Trinseo PLC | BAIN CAPITAL INVESTORS LLC | 10% owner | Specialty Chemicals | SALE | $42.90 | 8,000,000 | $343,200,000 | 18,669,567 | -30.0% |
| 2016-05-16 18:09 | 2016-05-12 | NWPX | NWPX Infrastructure, Inc. | DEMOREST HARRY L | Director | Steel | BUY | $9.31 | 1,000 | $9,310 | 21,826 | +4.8% |
| 2016-05-14 00:08 | 2016-05-12 | ALB | Albemarle Corporation | LaBauve Donald J. Jr. | Officer; VP, Corporate Controller & CAO | Specialty Chemicals | SALE | $75.34 | 3,564 | $268,514 | 0 | -100.0% |
| 2016-05-13 23:08 | 2016-05-13 | ECL | ECOLAB INC. | Mulhere Timothy P | Officer; EVP & Regions President | Specialty Chemicals | SALE | $116.54 | 4,379 | $510,311 | 16,487 | -21.0% |
| 2016-05-14 00:19 | 2016-05-11 | CTGO | Contango ORE, Inc. | Greenberg Joseph G. | Director | Gold | BUY | $5.13 | 1,500 | $7,700 | 63,238 | +2.4% |
| 2016-05-14 00:10 | 2016-05-12 | ALB | Albemarle Corporation | Juneau Matthew | Officer; Sr VP, Corp Strategy & IR | Specialty Chemicals | SALE | $75.34 | 13,174 | $992,529 | 360 | -97.3% |
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.