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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-04-28 21:54 | 2016-04-22 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $38.40 | 56,287 | $2,161,404 | 1,676,353 | -3.2% |
| 2016-04-28 21:54 | 2016-04-27 | SHW | SHERWIN WILLIAMS CO | KROPF SUSAN J | Director | Specialty Chemicals | SALE | $297.99 | 2,000 | $595,980 | 11,225 | -15.1% |
| 2016-04-28 21:53 | 2016-04-22 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON PSB FUND | Other | Lumber & Wood Production | SALE | $38.40 | 56,287 | $2,161,404 | 1,676,353 | -3.2% |
| 2016-04-28 00:19 | 2016-04-25 | RS | RELIANCE, INC. | Koch Stephen Paul | Officer; Sr. VP, Operations | Steel | OPT+S | $71.20 | 23,355 | $1,662,804 | 14,600 | -61.5% |
| 2016-04-28 00:18 | 2016-04-25 | RS | RELIANCE, INC. | HANNAH DAVID H | Director, Officer; Executive Chairman | Steel | OPT+S | $71.38 | 35,917 | $2,563,874 | 198,000 | -15.4% |
| 2016-04-27 21:32 | 2016-04-25 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $75.93 | 200,000 | $15,185,780 | 69,203,690 | -0.3% |
| 2016-04-26 23:28 | 2016-04-26 | LYB | LyondellBasell Industries N.V. | Vasnetsov Sergey | Officer; SVP Strategic Planning | Specialty Chemicals | SALE | $89.89 | 3,127 | $281,076 | 4,733 | -39.8% |
| 2016-04-26 23:28 | 2016-04-26 | LYB | LyondellBasell Industries N.V. | Covezzi Massimo | Officer; SVP Research & Development | Specialty Chemicals | SALE | $89.14 | 7,551 | $673,111 | 9,702 | -43.8% |
| 2016-04-26 23:24 | 2016-04-22 | KWR | QUAKER CHEMICAL CORP | Matrange Joseph F | Officer; VP - Global Coatings | Specialty Chemicals | SALE | $90.00 | 4,000 | $360,000 | 2,033 | -66.3% |
| 2016-04-26 18:49 | 2016-04-22 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $45.50 | 2,200 | $100,100 | 137,481 | -1.6% |
| 2016-04-26 23:30 | 2016-04-22 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $4.10 | 2,000 | $8,200 | 254,897 | +0.8% |
| 2016-04-26 01:23 | 2016-04-22 | CMC | COMMERCIAL METALS Co | KIRKPATRICK PAUL K. | Officer; VP, GENERAL COUNSEL & SECRETAR | Steel | SALE | $18.20 | 2,500 | $45,500 | 43,481 | -5.4% |
| 2016-04-25 21:58 | 2016-04-22 | SHW | SHERWIN WILLIAMS CO | Hodnik David F | Director | Specialty Chemicals | SALE | $297.51 | 843 | $250,802 | 11,295 | -6.9% |
| 2016-04-22 23:31 | 2016-04-21 | THMG | THUNDER MOUNTAIN GOLD INC | Beckman Paul Albert | 10% owner, Other | Other Precious Metals & Mining | BUY | $0.08 | 29,800 | $2,384 | 8,838,379 | +0.3% |
| 2016-04-22 20:50 | 2016-04-20 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $38.04 | 24,360 | $926,584 | 1,732,640 | -1.4% |
| 2016-04-22 20:50 | 2016-04-20 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON PSB FUND | Other | Lumber & Wood Production | SALE | $38.04 | 24,360 | $926,584 | 1,732,640 | -1.4% |
| 2016-04-21 22:13 | 2016-04-19 | CMC | COMMERCIAL METALS Co | HATTEN TERRY P. | Officer; VP & CHIEF HUMAN RESOURCES OFF | Steel | SALE | $18.28 | 5,621 | $102,768 | 51,464 | -9.8% |
| 2016-04-21 22:18 | 2016-04-20 | CMC | COMMERCIAL METALS Co | Porter Tracy L | Officer; SR VP & PRESIDENT CMC AMERICAS | Steel | SALE | $18.16 | 9,760 | $177,285 | 101,980 | -8.7% |
| 2016-04-22 00:02 | 2016-04-19 | BCPC | BALCHEM CORP | ROSSI DINO A | Director | Specialty Chemicals | OPT+S | $63.15 | 16,400 | $1,035,585 | 128,885 | -11.3% |
| 2016-04-21 23:24 | 2016-04-20 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; President and COO | Specialty Chemicals | OPT+S | $51.15 | 18,822 | $962,689 | 352,925 | -5.1% |
| 2016-04-21 22:13 | 2016-04-19 | CMC | COMMERCIAL METALS Co | ALVARADO JOSEPH | Director, Officer; CHAIRMAN OF THE BOARD, PRESIDE | Steel | OPT+S | $18.21 | 40,571 | $738,968 | 604,742 | -6.3% |
| 2016-04-20 23:42 | 2016-04-18 | SCL | STEPAN CO | STEPAN F QUINN JR | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $58.46 | 462 | $27,009 | 133,502 | -0.3% |
| 2016-04-19 20:52 | 2016-04-19 | REX | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $56.00 | 425 | $23,800 | 0 | -100.0% |
| 2016-04-19 23:46 | 2016-04-18 | CMC | COMMERCIAL METALS Co | DUBOIS CAREY J | Officer; VICE PRESIDENT & TREASURER | Steel | SALE | $18.07 | 1,129 | $20,405 | 26,614 | -4.1% |
| 2016-04-19 18:17 | 2016-04-18 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.26 | 70 | $18 | 34,991 | -0.2% |
| 2016-04-19 19:05 | 2016-04-15 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $119.31 | 2,194 | $261,766 | 65,015 | -3.3% |
| 2016-04-18 23:39 | 2016-04-15 | FUL | FULLER H B CO | Martsching Robert J | Officer; VP, Corporate Controller | Specialty Chemicals | OPT+S | $44.62 | 4,211 | $187,911 | 9,411 | -30.9% |
| 2016-04-18 23:23 | 2016-04-14 | CMC | COMMERCIAL METALS Co | DUBOIS CAREY J | Officer; VICE PRESIDENT & TREASURER | Steel | OPT+S | $17.69 | 14,534 | $257,070 | 26,614 | -35.3% |
| 2016-04-19 00:01 | 2016-04-14 | SCL | STEPAN CO | STEPAN F QUINN JR | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $58.46 | 31,538 | $1,843,762 | 133,502 | -19.1% |
| 2016-04-18 18:09 | 2016-04-15 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $77.01 | 150,000 | $11,552,220 | 69,403,690 | -0.2% |
| 2016-04-18 23:30 | 2016-04-14 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $4.15 | 4,090 | $16,974 | 254,497 | +1.6% |
| 2016-04-15 23:15 | 2016-04-13 | AXTA | Axalta Coating Systems Ltd. | Kramvis Andreas | Director | Specialty Chemicals | SALE | $30.00 | 32,100 | $963,000 | 9,433 | -77.3% |
| 2016-04-15 22:54 | 2016-04-11 | EGZ | NextSource Materials Inc. | Borley Robin | Director, Officer; Vice President | Other Industrial Metals & Mining | BUY | $0.05 | 2,787,857 | $139,393 | 2,787,857 | +100.0% |
| 2016-04-16 00:11 | 2016-04-13 | CMC | COMMERCIAL METALS Co | ALVARADO JOSEPH | Director, Officer; CHAIRMAN OF THE BOARD, PRESIDE | Steel | SALE | $18.01 | 25,000 | $450,260 | 604,742 | -4.0% |
| 2016-04-14 21:20 | 2016-04-13 | MAGE | MAGELLAN COPPER & GOLD Corp | POWER JOHN C /CA/ | Director, Officer, 10% owner; President | Gold | SALE | $0.05 | 300,000 | $15,000 | 8,117,330 | -3.6% |
| 2016-04-14 23:48 | 2016-04-12 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $4.15 | 3,445 | $14,297 | 253,677 | +1.4% |
| 2016-04-13 20:42 | 2016-04-11 | CMC | COMMERCIAL METALS Co | BATCHELOR ADAM B. | Officer; VICE PRESIDENT OF STRATEGY AND | Steel | SALE | $17.03 | 3,319 | $56,530 | 18,684 | -15.1% |
| 2016-04-14 01:25 | 2016-04-12 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.26 | 16 | $4 | 7,936 | -0.2% |
| 2016-04-14 01:24 | 2016-04-12 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.26 | 121 | $31 | 35,061 | -0.3% |
| 2016-04-14 01:24 | 2016-04-12 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.26 | 108 | $28 | 37,894 | -0.3% |
| 2016-04-14 01:24 | 2016-04-12 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.26 | 21 | $5 | 25,714 | -0.1% |
| 2016-04-13 23:15 | 2016-02-24 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $8.28 | 9,100 | $75,377 | 16,312,323 | +0.1% |
| 2016-04-14 00:00 | 2016-04-11 | NG | NOVAGOLD RESOURCES INC | PAULSON & CO. INC. | 10% owner | Gold | SALE | $6.15 | 1,129,771 | $6,951,029 | 31,822,743 | -3.4% |
| 2016-04-13 23:45 | 2016-04-12 | PENC | Nano Magic Inc. | BERMAN RONALD J | Director | Specialty Chemicals | BUY | $2.50 | 513 | $1,283 | 38,171 | +1.4% |
| 2016-04-12 21:43 | 2016-04-05 | IMAHF | I-Minerals Inc | LIDDIARD CORTNEY | Other | Other Industrial Metals & Mining | BUY | $0.17 | 50,000 | $8,500 | 480,000 | +11.6% |
| 2016-04-12 21:38 | 2016-04-05 | IMAHF | I-Minerals Inc | BV NATURAL RESOURCES, LLC | 10% owner | Other Industrial Metals & Mining | BUY | $0.17 | 125,000 | $21,250 | 31,693,152 | +0.4% |
| 2016-04-12 21:30 | 2016-04-05 | IMAHF | I-Minerals Inc | BALL ALLEN L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.17 | 125,000 | $21,250 | 31,693,152 | +0.4% |
| 2016-04-12 23:30 | 2016-04-08 | SANW | S&W Seed Company | WYNNEFIELD PARTNERS SMALL CAP VALUE LP | 10% owner | Agricultural Inputs | BUY | $4.15 | 18,774 | $77,912 | 252,985 | +8.0% |
| 2016-04-08 19:57 | 2016-04-07 | NG | NOVAGOLD RESOURCES INC | Van Nieuwenhuyse Rick | Director | Gold | OPT+S | $7.24 | 95,430 | $690,913 | 449,600 | -17.5% |
| 2016-04-09 00:57 | 2016-04-06 | NG | NOVAGOLD RESOURCES INC | PAULSON & CO. INC. | 10% owner | Gold | SALE | $5.41 | 2,563,543 | $13,875,689 | 32,952,514 | -7.2% |
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.