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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-03-03 22:31 | 2016-03-01 | OLN | OLIN Corp | LARRIMORE RANDALL W | Director | Chemicals | BUY | $15.45 | 1,600 | $24,717 | 2,700 | +145.5% |
| 2016-03-03 14:03 | 2016-03-02 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | OPT+S | $43.80 | 1,455 | $63,724 | 28,237 | -4.9% |
| 2016-03-02 22:50 | 2016-03-01 | CBT | CABOT CORP | Prevost Patrick M. | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $44.98 | 60,000 | $2,698,644 | 291,458 | -17.1% |
| 2016-03-03 00:43 | 2016-03-01 | CF | CF Industries Holdings, Inc. | Noonan Anne P | Director | Agricultural Inputs | BUY | $36.25 | 3,000 | $108,762 | 4,898 | +158.1% |
| 2016-03-03 01:08 | 2016-02-29 | KALU | KAISER ALUMINUM CORP | Wilcox Brett | Director | Aluminum | SALE | $77.80 | 10,000 | $777,950 | 10,944 | -47.7% |
| 2016-03-02 17:53 | 2016-02-29 | MLM | MARTIN MARIETTA MATERIALS INC | PEREZ LAREE E | Director | Building Materials | OPT+S | $143.35 | 3,000 | $430,060 | 12,613 | -19.2% |
| 2016-03-03 04:52 | 2016-03-02 | SANW | S&W Seed Company | FLEMING MICK | Director | Agricultural Inputs | BUY | $4.19 | 2,500 | $10,475 | 9,060 | +38.1% |
| 2016-03-02 23:15 | 2016-02-29 | RS | RELIANCE, INC. | HAYES DOUGLAS M | Director | Steel | OPT+S | $60.97 | 4,265 | $260,037 | 7,016 | -37.8% |
| 2016-03-02 23:33 | 2016-02-29 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $67.80 | 7,500 | $508,500 | 30,504 | -19.7% |
| 2016-03-02 23:32 | 2016-02-29 | MMP | Magellan Midstream Partners, L.P. | May Douglas J | Officer; Senior Vice President | Aluminum | SALE | $68.25 | 8,000 | $545,968 | 26,688 | -23.1% |
| 2016-03-02 17:47 | 2016-03-01 | MLM | MARTIN MARIETTA MATERIALS INC | MENAKER FRANK H JR | Director | Building Materials | OPT+S | $147.70 | 3,000 | $443,093 | 20,576 | -12.7% |
| 2016-03-02 02:14 | 2016-03-01 | ALB | Albemarle Corporation | KISSAM LUTHER C IV | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $57.98 | 1,048 | $60,763 | 183,000 | -0.6% |
| 2016-03-02 00:01 | 2016-02-26 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer; Executive Chairman of Board | Specialty Chemicals | SALE | $98.17 | 46,286 | $4,543,711 | 732,911 | -5.9% |
| 2016-03-01 14:37 | 2016-02-29 | IOSP | INNOSPEC INC. | MCDUFF PATRICK JOSEPH | Officer; EVP & PRESIDENT FS AMERICAS | Specialty Chemicals | OPT+S | $43.56 | 5,540 | $241,311 | 489 | -91.9% |
| 2016-03-01 01:50 | 2016-02-26 | NCQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP and CFO | Other Industrial Metals & Mining | BUY | $0.44 | 22,000 | $9,680 | 336,728 | +7.0% |
| 2016-02-29 23:50 | 2016-02-26 | RS | RELIANCE, INC. | Tenenbaum Sheldon U. | Officer; Sr. VP, Supplier Development | Steel | OPT+S | $60.79 | 5,000 | $303,950 | 17,431 | -22.3% |
| 2016-03-01 00:09 | 2016-02-26 | VMC | Vulcan Materials CO | Clement David P | Officer; President - Central Division | Building Materials | SALE | $98.99 | 1,300 | $128,687 | 1,479 | -46.8% |
| 2016-03-01 00:09 | 2016-02-26 | VMC | Vulcan Materials CO | Lodge Brock C. Jr | Officer; President - Western Division | Building Materials | SALE | $99.00 | 749 | $74,151 | 0 | -100.0% |
| 2016-02-29 18:03 | 2016-02-26 | CC | Chemours Co | NEWLIN STEPHEN D | Director | Specialty Chemicals | BUY | $4.95 | 10,000 | $49,450 | 26,735 | +59.8% |
| 2016-02-27 00:27 | 2016-02-25 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Officer; Executive Vice President | Chemicals | BUY | $4.08 | 7,500 | $30,600 | 251,759 | +3.1% |
| 2016-02-27 00:11 | 2015-07-06 | AXTA | Axalta Coating Systems Ltd. | Bustos Orlando Antonio | Director | Specialty Chemicals | OPT+S | $32.80 | 81,541 | $2,674,186 | 103,507 | -44.1% |
| 2016-02-27 00:03 | 2016-02-25 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer; Sr. VP & Gen. Counsel | Specialty Chemicals | OPT+S | $95.27 | 32,925 | $3,136,837 | 32,936 | -50.0% |
| 2016-02-27 00:32 | 2016-02-24 | HWKN | HAWKINS INC | Pepski Kathleen P. | Officer; VP, CFO, & Treas | Specialty Chemicals | BUY | $31.98 | 3,000 | $95,940 | 27,003 | +12.5% |
| 2016-02-26 23:13 | 2016-02-25 | CLW | Clearwater Paper Corp | HERTZ JOHN | Officer; Senior Vice President | Paper & Paper Products | BUY | $38.54 | 5,180 | $199,637 | 39,299 | +15.2% |
| 2016-02-26 22:30 | 2016-02-25 | EMN | EASTMAN CHEMICAL CO | Lindsay Ronald Carter | Officer; Chief Operating Officer | Specialty Chemicals | OPT+S | $64.33 | 55,000 | $3,538,150 | 94,621 | -36.8% |
| 2016-02-27 00:32 | 2016-02-25 | HWKN | HAWKINS INC | JERGENSON DUANE M | Director | Specialty Chemicals | BUY | $32.00 | 6,000 | $192,000 | 30,115 | +24.9% |
| 2016-02-27 02:37 | 2016-02-26 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $45.23 | 733 | $33,154 | 81,225 | -0.9% |
| 2016-02-26 00:38 | 2016-02-01 | CLF | CLEVELAND-CLIFFS INC. | SIEGAL MICHAEL D | Director | Steel | BUY | $0.00 | 2,263 | $0 | 18,963 | +13.6% |
| 2016-02-26 00:38 | 2016-02-01 | CLF | CLEVELAND-CLIFFS INC. | SIEGAL MICHAEL D | Director | Steel | SALE | $0.00 | 2,500 | $0 | 0 | -100.0% |
| 2016-02-25 22:22 | 2016-02-11 | UAMY | UNITED STATES ANTIMONY CORP | LAWRENCE JOHN C | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.25 | 100,000 | $25,000 | 4,031,017 | +2.5% |
| 2016-02-25 00:52 | 2016-02-23 | RS | RELIANCE, INC. | Tenenbaum Sheldon U. | Officer; Sr. VP, Supplier Development | Steel | OPT+S | $60.00 | 10,000 | $600,000 | 17,431 | -36.5% |
| 2016-02-25 00:31 | 2016-02-24 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; Sr. VP Sales, Dist'n & Mkt Dev | Agricultural Inputs | BUY | $31.31 | 8,000 | $250,479 | 51,037 | +18.6% |
| 2016-02-24 21:22 | 2016-02-23 | CF | CF Industries Holdings, Inc. | Will W Anthony | Director, Officer; President & CEO | Agricultural Inputs | BUY | $32.76 | 25,000 | $819,025 | 129,420 | +23.9% |
| 2016-02-24 23:27 | 2016-02-22 | MOS | MOSAIC CO | O'Rourke James Calvin | Director, Officer; President & CEO | Agricultural Inputs | BUY | $24.98 | 3,000 | $74,927 | 3,000 | +100.0% |
| 2016-02-24 23:27 | 2016-02-22 | MOS | MOSAIC CO | BRAUSEN ANTHONY T | Officer; Senior VP -Finance | Agricultural Inputs | OPT+S | $24.69 | 7,800 | $192,582 | 26,891 | -22.5% |
| 2016-02-25 00:52 | 2016-02-22 | RS | RELIANCE, INC. | KAMINSKI MARK V | Director | Steel | OPT+S | $59.62 | 6,000 | $357,720 | 15,805 | -27.5% |
| 2016-02-24 19:09 | 2016-02-23 | MLM | MARTIN MARIETTA MATERIALS INC | VINROOT RICHARD A | Director | Building Materials | OPT+S | $138.70 | 3,000 | $416,092 | 15,718 | -16.0% |
| 2016-02-24 17:06 | 2016-02-23 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; VP & CFO | Specialty Chemicals | OPT+S | $43.72 | 1,527 | $66,764 | 27,997 | -5.2% |
| 2016-02-24 16:37 | 2016-02-23 | IOSP | INNOSPEC INC. | Williams Patrick | Officer; PRESIDENT & CEO | Specialty Chemicals | OPT+S | $43.72 | 2,066 | $90,330 | 196,242 | -1.0% |
| 2016-02-23 22:58 | 2016-02-22 | NUE | NUCOR CORP | NAPOLITAN RAYMOND S JR | Officer; Executive Vice President | Steel | SALE | $39.94 | 7,000 | $279,589 | 69,252 | -9.2% |
| 2016-02-24 01:16 | 2016-02-19 | K | KELLANOVA | LONG SAMANTHA J | Officer; Senior Vice President | Gold | OPT+S | $74.93 | 120,091 | $8,998,094 | 2,603 | -97.9% |
| 2016-02-24 01:16 | 2016-02-19 | K | KELLANOVA | Hirst Alistair D | Officer; Senior Vice President | Gold | OPT+S | $75.34 | 7,718 | $581,495 | 30,256 | -20.3% |
| 2016-02-24 01:16 | 2016-02-19 | K | KELLANOVA | Dissinger Ronald L | Officer; Chief Financial Officer | Gold | OPT+S | $75.43 | 96,210 | $7,257,515 | 33,749 | -74.0% |
| 2016-02-24 01:16 | 2016-02-19 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | OPT+S | $75.46 | 148,955 | $11,240,278 | 70,758 | -67.8% |
| 2016-02-23 20:59 | 2016-02-19 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Director, Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $62.83 | 56,000 | $3,518,206 | 160,440 | -25.9% |
| 2016-02-24 01:16 | 2016-02-19 | K | KELLANOVA | PILNICK GARY H | Officer; Vice Chairman, Corp Dev & CLO | Gold | OPT+S | $75.35 | 47,056 | $3,545,768 | 52,976 | -47.0% |
| 2016-02-23 22:48 | 2016-02-19 | EMN | EASTMAN CHEMICAL CO | CONNORS MICHAEL P | Director | Specialty Chemicals | OPT+S | $62.93 | 8,000 | $503,400 | 9,919 | -44.6% |
| 2016-02-24 01:16 | 2016-02-22 | K | KELLANOVA | BRYANT JOHN A | Director, Officer, 10% owner; Chairman, Pres. & CEO/Trustee | Gold | OPT+S | $74.08 | 246,452 | $18,256,548 | 320,180 | -43.5% |
| 2016-02-22 19:16 | 2016-02-18 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.40 | 70 | $28 | 33,344 | -0.2% |
| 2016-02-23 00:36 | 2016-02-19 | BCC | BOISE CASCADE Co | HIBBS KELLY E. | Officer; VP and Controller | Lumber & Wood Production | BUY | $14.18 | 1,500 | $21,270 | 9,205 | +19.5% |
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.