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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-05-13 20:57 | 2016-05-12 | MLM | MARTIN MARIETTA MATERIALS INC | Nye C Howard | Director, Officer; Chairman, Pres & CEO | Building Materials | OPT+S | $186.95 | 13,359 | $2,497,440 | 117,067 | -10.2% |
| 2016-05-14 00:12 | 2016-05-12 | ALB | Albemarle Corporation | SHERMAN JOHN JR | Director | Specialty Chemicals | SALE | $75.73 | 2,025 | $153,353 | 1,850 | -52.3% |
| 2016-05-13 20:39 | 2016-05-12 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | SALE | $66.90 | 44,630 | $2,985,917 | 7,451 | -85.7% |
| 2016-05-13 00:39 | 2016-05-10 | ECL | ECOLAB INC. | Hughes Bryan L | Officer; Sr. VP & Corporate Controller | Specialty Chemicals | OPT+S | $117.03 | 6,000 | $702,186 | 7,500 | -44.4% |
| 2016-05-12 21:30 | 2016-05-11 | MLM | MARTIN MARIETTA MATERIALS INC | Guzzo Dana F. | Officer; SVP/Controller/CAO | Building Materials | OPT+S | $187.64 | 879 | $164,936 | 16,022 | -5.2% |
| 2016-05-12 23:15 | 2016-05-12 | TROX | Tronox Holdings plc | van Niekerk Willem Hendrik | Officer; SVP, SP & BD | Chemicals | BUY | $5.11 | 2,000 | $10,216 | 178,547 | +1.1% |
| 2016-05-13 02:30 | 2016-05-10 | GPRE | Green Plains Inc. | Hoovestol Wayne | Director | Chemicals | BUY | $14.94 | 6,500 | $97,110 | 125,807 | +5.4% |
| 2016-05-12 18:33 | 2016-05-10 | TMST | Metallus Inc. | RICE RONALD A | Director | Steel | BUY | $11.13 | 5,000 | $55,641 | 23,593 | +26.9% |
| 2016-05-12 21:32 | 2016-05-11 | MLM | MARTIN MARIETTA MATERIALS INC | BAR ROSELYN R | Officer; EVP, General Counsel and Secy | Building Materials | OPT+S | $187.97 | 7,342 | $1,380,065 | 44,963 | -14.0% |
| 2016-05-12 21:28 | 2016-05-10 | MLM | MARTIN MARIETTA MATERIALS INC | ZELNAK STEPHEN P JR | Director | Building Materials | OPT+S | $187.14 | 10,953 | $2,049,785 | 36,058 | -23.3% |
| 2016-05-13 04:16 | 2016-05-11 | NWPX | NWPX Infrastructure, Inc. | DEMOREST HARRY L | Director | Steel | BUY | $9.62 | 2,000 | $19,246 | 20,826 | +10.6% |
| 2016-05-13 04:15 | 2016-05-09 | NWPX | NWPX Infrastructure, Inc. | DEMOREST HARRY L | Director | Steel | BUY | $9.50 | 2,000 | $18,994 | 18,826 | +11.9% |
| 2016-05-11 17:57 | 2016-05-10 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $38.16 | 2,420 | $92,354 | 1,625,850 | -0.1% |
| 2016-05-11 15:36 | 2016-05-09 | SHW | SHERWIN WILLIAMS CO | Davisson Robert J | Officer; President, The Americas Group | Specialty Chemicals | SALE | $292.21 | 3,591 | $1,049,326 | 8,650 | -29.3% |
| 2016-05-11 15:32 | 2016-05-09 | SHW | SHERWIN WILLIAMS CO | Mistysyn Allen J | Officer; SVP-Corporate Controller | Specialty Chemicals | OPT+S | $291.58 | 3,353 | $977,668 | 9,861 | -25.4% |
| 2016-05-12 00:11 | 2016-05-11 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Exec. Chair, President & CEO | Agricultural Inputs | BUY | $1.29 | 338,761 | $437,002 | 11,686,912 | +3.0% |
| 2016-05-11 18:16 | 2016-05-09 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Director, Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $75.16 | 38,400 | $2,886,248 | 160,440 | -19.3% |
| 2016-05-11 17:56 | 2016-05-10 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON PSB FUND | Other | Lumber & Wood Production | SALE | $38.16 | 2,420 | $92,354 | 1,625,850 | -0.1% |
| 2016-05-10 22:15 | 2016-05-05 | IMAHF | I-Minerals Inc | GIRLING WALTER BARRY | Director | Other Industrial Metals & Mining | BUY | $0.19 | 8,000 | $1,558 | 703,403 | +1.2% |
| 2016-05-10 23:12 | 2016-05-06 | KWR | QUAKER CHEMICAL CORP | PLATZER L WILBERT | Officer; VP & Managing Dtr - EMEA | Specialty Chemicals | SALE | $85.58 | 1,500 | $128,370 | 8,389 | -15.2% |
| 2016-05-10 17:57 | 2016-05-06 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $72.00 | 5,504 | $396,288 | 25,000 | -18.0% |
| 2016-05-10 01:24 | 2016-05-09 | AVD | AMERICAN VANGUARD CORP | Trogele Ulrich | Officer; See Remarks | Agricultural Inputs | BUY | $13.25 | 15,000 | $198,750 | 67,604 | +28.5% |
| 2016-05-09 23:30 | 2016-04-22 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $9.73 | 7,631 | $74,211 | 16,319,954 | +0.0% |
| 2016-05-09 23:32 | 2016-05-09 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $3.04 | 100,000 | $304,320 | 2,475,044 | +4.2% |
| 2016-05-07 01:11 | 2016-05-05 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $38.07 | 48,083 | $1,830,400 | 1,628,270 | -2.9% |
| 2016-05-06 16:49 | 2016-05-04 | EMN | EASTMAN CHEMICAL CO | King Scott V. | Officer; CAO & Controller | Specialty Chemicals | OPT+S | $75.48 | 12,000 | $905,720 | 13,852 | -46.4% |
| 2016-05-07 00:13 | 2016-05-06 | ECL | ECOLAB INC. | Berger Larry L | Officer; Executive VP & CTO | Specialty Chemicals | SALE | $116.33 | 11,590 | $1,348,218 | 27,729 | -29.5% |
| 2016-05-07 00:21 | 2016-05-04 | CLF | CLEVELAND-CLIFFS INC. | Taylor Douglas C | Director | Steel | SALE | $3.81 | 7,231,520 | $27,555,707 | 72,319 | -99.0% |
| 2016-05-07 00:55 | 2016-05-06 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $89.93 | 5,915 | $531,939 | 17,769 | -25.0% |
| 2016-05-07 00:51 | 2016-05-05 | KALU | KAISER ALUMINUM CORP | RINKENBERGER DANIEL J | Officer; EVP & CFO | Aluminum | OPT+S | $90.05 | 803 | $72,307 | 70,897 | -1.1% |
| 2016-05-06 21:43 | 2016-05-04 | RS | RELIANCE, INC. | HAYES DOUGLAS M | Director | Steel | SALE | $73.23 | 4,000 | $292,900 | 3,016 | -57.0% |
| 2016-05-07 00:45 | 2016-05-04 | KALU | KAISER ALUMINUM CORP | ELLSWORTH MELINDA C | Officer; VP IR & Corp. Communications | Aluminum | SALE | $91.33 | 1,100 | $100,463 | 5,423 | -16.9% |
| 2016-05-06 16:14 | 2016-05-04 | CC | Chemours Co | BELL BRADLEY J | Director | Specialty Chemicals | BUY | $9.65 | 10,000 | $96,500 | 10,400 | +2,500.0% |
| 2016-05-06 23:07 | 2016-05-06 | ECL | ECOLAB INC. | GRUNDHOFER JERRY A | Director | Specialty Chemicals | SALE | $116.55 | 15,000 | $1,748,205 | 62,307 | -19.4% |
| 2016-05-07 00:13 | 2016-05-06 | ECL | ECOLAB INC. | GRUNDHOFER JERRY A | Director | Specialty Chemicals | SALE | $116.55 | 15,000 | $1,748,211 | 62,307 | -19.4% |
| 2016-05-07 01:11 | 2016-05-05 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON PSB FUND | Other | Lumber & Wood Production | SALE | $38.07 | 48,083 | $1,830,400 | 1,628,270 | -2.9% |
| 2016-05-06 00:47 | 2016-05-03 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; President & COO | Aluminum | OPT+S | $92.08 | 6,999 | $644,434 | 44,735 | -13.5% |
| 2016-05-06 01:11 | 2016-05-04 | KALU | KAISER ALUMINUM CORP | West Neal E | Officer; VP & Chief Accounting Officer | Aluminum | SALE | $92.00 | 3,000 | $276,000 | 6,288 | -32.3% |
| 2016-05-06 01:05 | 2016-05-04 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | OPT+S | $90.70 | 2,083 | $188,923 | 23,684 | -8.1% |
| 2016-05-06 01:07 | 2016-05-04 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; CEO | Aluminum | OPT+S | $90.70 | 8,037 | $728,945 | 33,369 | -19.4% |
| 2016-05-03 21:12 | 2016-04-29 | SCL | STEPAN CO | Mergner Arthur W | Officer; VP & General Manager | Specialty Chemicals | OPT+S | $61.18 | 4,500 | $275,315 | 5,000 | -47.4% |
| 2016-05-03 21:10 | 2016-04-29 | NUE | NUCOR CORP | Stratman Robert J | Officer; Executive Vice President | Steel | OPT+S | $49.90 | 52,631 | $2,626,287 | 215,615 | -19.6% |
| 2016-05-04 00:16 | 2016-05-03 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.26 | 48 | $12 | 26,746 | -0.2% |
| 2016-05-03 00:01 | 2016-04-28 | RS | RELIANCE, INC. | HANNAH DAVID H | Director, Officer; Executive Chairman | Steel | OPT+S | $74.14 | 30,000 | $2,224,200 | 198,000 | -13.2% |
| 2016-05-02 23:24 | 2016-04-28 | SCL | STEPAN CO | STEPAN F QUINN | Director, Officer; Chairman | Specialty Chemicals | SALE | $62.32 | 13,400 | $835,088 | 517,142 | -2.5% |
| 2016-04-29 17:12 | 2016-04-28 | NUE | NUCOR CORP | Utermark D. Chad | Officer; Executive Vice President | Steel | SALE | $50.65 | 2,050 | $103,822 | 56,621 | -3.5% |
| 2016-04-30 00:43 | 2016-04-27 | RS | RELIANCE, INC. | MOLLINS GREGG J | Director, Officer; President and CEO | Steel | OPT+S | $73.40 | 12,500 | $917,500 | 215,113 | -5.5% |
| 2016-04-29 22:04 | 2016-04-29 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $7.84 | 2,000 | $15,676 | 101,354 | +2.0% |
| 2016-04-29 23:31 | 2016-04-27 | SXT | SENSIENT TECHNOLOGIES CORP | ROLFS STEPHEN J | Officer; Senior VP & CFO | Specialty Chemicals | OPT+S | $67.83 | 915 | $62,068 | 110,441 | -0.8% |
| 2016-04-29 02:11 | 2016-04-27 | SSD | Simpson Manufacturing Co., Inc. | Leung Sunny H | Officer; Vice President | Lumber & Wood Production | SALE | $38.75 | 988 | $38,285 | 943 | -51.2% |
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.