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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 22:42 | 2025-08-01 | TROX | Tronox Holdings plc | Srivisal John | Officer; SVP, Chief Financial Officer | Chemicals | BUY | $3.39 | 37,000 | $125,478 | 237,283 | +18.5% |
| 2025-08-01 19:30 | 2025-08-01 | TROX | Tronox Holdings plc | Engle Jeffrey A. | Officer; SVP, Commercial and Strategy | Chemicals | BUY | $3.07 | 12,600 | $38,682 | 146,926 | +9.4% |
| 2025-08-01 18:20 | 2025-08-01 | TROX | Tronox Holdings plc | Romano John D | Director, Officer; CEO and Director | Chemicals | BUY | $3.09 | 100,000 | $308,930 | 1,333,485 | +8.1% |
| 2025-07-31 17:09 | 2025-07-30 | STLD | STEEL DYNAMICS INC | Graham Christopher A | Officer; Senior Vice President | Steel | SALE | $126.71 | 12,000 | $1,520,460 | 66,738 | -15.2% |
| 2025-07-29 17:31 | 2025-07-28 | NG | NOVAGOLD RESOURCES INC | Schutt Ethan | Director | Gold | BUY | $5.23 | 3,824 | $20,000 | 51,735 | +8.0% |
| 2025-07-29 01:47 | 2025-07-24 | LOOP | Loop Industries, Inc. | Hart Spencer | Director | Specialty Chemicals | BUY | $1.39 | 98,000 | $136,377 | 340,370 | +40.4% |
| 2025-07-29 00:25 | 2025-07-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.79 | 114,583 | $9,142,383 | 45,555,786 | -0.3% |
| 2025-07-26 01:43 | 2025-07-23 | LOOP | Loop Industries, Inc. | Solomita Daniel | Director, Officer, 10% owner; Chief Executive Officer | Specialty Chemicals | BUY | $1.01 | 906,794 | $915,499 | 1,415,516 | +178.2% |
| 2025-07-26 01:41 | 2025-07-23 | LOOP | Loop Industries, Inc. | Sellyn Laurence G. | Director | Specialty Chemicals | BUY | $1.01 | 150,000 | $151,440 | 430,050 | +53.6% |
| 2025-07-26 01:32 | 2025-07-23 | LOOP | Loop Industries, Inc. | CATINO GIOVANNI | Officer; Chief Revenue Officer | Specialty Chemicals | BUY | $1.01 | 150,000 | $151,440 | 150,000 | +100.0% |
| 2025-07-26 00:49 | 2025-07-23 | LOOP | Loop Industries, Inc. | Stubina Jay Howard | Director | Specialty Chemicals | BUY | $1.01 | 150,000 | $151,440 | 285,000 | +111.1% |
| 2025-07-26 00:37 | 2025-07-22 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $34.30 | 53,035 | $1,819,101 | 3,950 | -93.1% |
| 2025-07-24 23:11 | 2025-07-23 | ODC | Oil-Dri Corp of America | Ryan Amy | Director | Specialty Chemicals | SALE | $60.62 | 1,000 | $60,620 | 2,900 | -25.6% |
| 2025-07-24 02:00 | 2025-07-23 | MTUS | Metallus Inc. | Yacobozzi Nicholas A | Officer; Chief Accounting Officer | Steel | SALE | $18.00 | 21,974 | $395,532 | 48,889 | -31.0% |
| 2025-07-24 02:00 | 2025-07-23 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; President & COO | Steel | SALE | $18.00 | 4,000 | $72,000 | 193,076 | -2.0% |
| 2025-07-24 03:57 | 2025-07-22 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $3.25 | 760,000 | $2,470,000 | 2,300,000 | +49.4% |
| 2025-07-24 02:00 | 2025-07-23 | MTUS | Metallus Inc. | SYRVALIN KRISTINE C | Officer; EVP General Counsel | Steel | SALE | $18.00 | 7,500 | $135,000 | 89,910 | -7.7% |
| 2025-07-23 23:02 | 2025-07-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.87 | 114,583 | $9,151,710 | 45,670,369 | -0.3% |
| 2025-07-23 01:29 | 2025-07-21 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $1.55 | 5,000 | $7,773 | 330,620 | -1.5% |
| 2025-07-22 00:28 | 2025-07-21 | ODC | Oil-Dri Corp of America | Lamson Christopher B | Officer; Group VP of Retail & Wholesale | Specialty Chemicals | SALE | $61.75 | 2,500 | $154,375 | 11,453 | -17.9% |
| 2025-07-22 02:11 | 2025-07-17 | BSLK | Bolt Projects Holdings, Inc. | Golden Arrow Sponsor, LLC | 10% owner | Specialty Chemicals | SALE | $3.20 | 116,132 | $371,053 | 45,198 | -72.0% |
| 2025-07-22 00:22 | 2025-07-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.92 | 114,583 | $9,157,473 | 45,670,369 | -0.3% |
| 2025-07-21 13:00 | 2025-07-18 | IDR | Idaho Strategic Resources, Inc. | Hayes Monique D | Officer; Corporate Secretary | Gold | SALE | $21.00 | 4,829 | $101,409 | 3,913 | -55.2% |
| 2025-07-16 04:06 | 2025-07-14 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.69 | 9,680 | $35,724 | 888,534 | -1.1% |
| 2025-07-14 21:36 | 2025-07-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.54 | 114,583 | $9,114,413 | 45,784,952 | -0.2% |
| 2025-07-12 04:01 | 2025-07-10 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.75 | 6,001 | $22,488 | 898,214 | -0.7% |
| 2025-07-11 21:10 | 2025-07-10 | FUL | FULLER H B CO | Martsching Robert J | Officer; VP, Corporate Controller | Specialty Chemicals | OPT+S | $64.30 | 9,546 | $613,852 | 14,980 | -38.9% |
| 2025-07-12 00:00 | 2025-07-10 | CTGO | Contango ORE, Inc. | Green Darwin | Director | Gold | SALE | $20.23 | 1,818 | $36,778 | 33,994 | -5.1% |
| 2025-07-12 01:00 | 2025-06-20 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $1.35 | 5,000 | $6,738 | 335,620 | -1.5% |
| 2025-07-12 03:02 | 2025-07-10 | IDR | Idaho Strategic Resources, Inc. | Hayes Monique D | Officer; Corporate Secretary | Gold | SALE | $15.36 | 12,724 | $195,441 | 8,742 | -59.3% |
| 2025-07-12 03:00 | 2025-07-10 | IDR | Idaho Strategic Resources, Inc. | Swallow John | Director, Officer; President & CEO | Gold | SALE | $15.27 | 100,000 | $1,527,000 | 830,248 | -10.7% |
| 2025-07-10 23:05 | 2025-07-08 | BSLK | Bolt Projects Holdings, Inc. | Golden Arrow Sponsor, LLC | 10% owner | Specialty Chemicals | SALE | $3.43 | 205,759 | $704,725 | 161,330 | -56.1% |
| 2025-07-11 04:15 | 2025-07-08 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.74 | 7,565 | $28,317 | 904,215 | -0.8% |
| 2025-07-09 22:25 | 2025-06-06 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $3.70 | 142,020 | $524,835 | 2,000,000 | +7.6% |
| 2025-07-09 00:20 | 2025-07-01 | GEVO | Gevo, Inc. | Smull L Lynn | Officer; EVP | Specialty Chemicals | SALE | $1.33 | 3,929 | $5,225 | 18,098 | -17.8% |
| 2025-07-08 03:51 | 2025-07-03 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.74 | 4,765 | $17,799 | 911,780 | -0.5% |
| 2025-07-08 03:04 | 2025-07-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.68 | 114,583 | $9,129,847 | 45,899,535 | -0.2% |
| 2025-07-04 04:27 | 2025-07-01 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $31.94 | 6,338 | $202,464 | 6,337 | -50.0% |
| 2025-07-04 04:41 | 2025-07-01 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.75 | 11,234 | $42,176 | 916,545 | -1.2% |
| 2025-07-03 23:34 | 2025-07-01 | NEM | NEWMONT Corp /DE/ | Brook Bruce R | Director | Gold | SALE | $58.75 | 2,077 | $122,024 | 43,103 | -4.6% |
| 2025-07-03 23:30 | 2025-07-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $58.75 | 3,000 | $176,250 | 74,526 | -3.9% |
| 2025-07-02 23:30 | 2025-07-02 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $24.85 | 571 | $14,189 | 31,984 | -1.8% |
| 2025-07-03 01:00 | 2025-07-02 | MTUS | Metallus Inc. | WESTBROOKS KRISTOPHER R | Officer; President & COO | Steel | SALE | $16.00 | 4,000 | $64,000 | 197,076 | -2.0% |
| 2025-07-03 01:00 | 2025-07-02 | MTUS | Metallus Inc. | SYRVALIN KRISTINE C | Officer; EVP General Counsel | Steel | SALE | $16.00 | 7,500 | $120,000 | 97,410 | -7.1% |
| 2025-07-02 03:59 | 2025-06-27 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.75 | 4,884 | $18,296 | 927,779 | -0.5% |
| 2025-07-02 00:30 | 2025-06-27 | PRM | Perimeter Solutions, Inc. | WindAcre Partnership Master Fund, LP | 10% owner | Specialty Chemicals | BUY | $13.98 | 254,600 | $3,559,308 | 21,854,600 | +1.2% |
| 2025-07-01 20:08 | 2025-06-30 | NG | NOVAGOLD RESOURCES INC | KYLE HUME D. | Director | Gold | BUY | $4.10 | 10,000 | $41,000 | 22,348 | +81.0% |
| 2025-07-01 00:07 | 2025-06-30 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $79.37 | 114,583 | $9,094,602 | 46,014,118 | -0.2% |
| 2025-06-30 20:04 | 2025-06-26 | NUE | NUCOR CORP | QUERY KENNETH REX | Officer; Executive Vice President | Steel | SALE | $130.37 | 10,000 | $1,303,712 | 94,080 | -9.6% |
| 2025-06-28 04:30 | 2025-06-26 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $36.37 | 5,523 | $200,872 | 69,749 | -7.3% |
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.