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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016-02-23 00:19 | 2016-02-18 | HWKN | HAWKINS INC | WRIGHT JEFFREY L | Director | Specialty Chemicals | BUY | $32.63 | 2,000 | $65,250 | 8,988 | +28.6% |
| 2016-02-20 00:30 | 2016-02-18 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $8.00 | 700,000 | $5,600,000 | 16,303,223 | +4.5% |
| 2016-02-20 01:26 | 2016-02-17 | MOS | MOSAIC CO | LUMPKINS ROBERT L | Director | Agricultural Inputs | BUY | $24.84 | 3,000 | $74,510 | 6,031 | +99.0% |
| 2016-02-19 23:39 | 2016-02-18 | OLN | OLIN Corp | RUPP JOSEPH D | Officer; Chairman & CEO | Chemicals | BUY | $14.26 | 70,000 | $998,319 | 543,293 | +14.8% |
| 2016-02-20 01:25 | 2016-02-18 | MOS | MOSAIC CO | MONAHAN WILLIAM T | Director | Agricultural Inputs | BUY | $25.21 | 4,000 | $100,856 | 29,323 | +15.8% |
| 2016-02-20 00:27 | 2016-02-19 | WDFC | WD 40 CO | REMBOLT JAY | Officer; Vice President Finance & CFO | Specialty Chemicals | OPT+S | $107.00 | 588 | $62,916 | 33,920 | -1.7% |
| 2016-02-18 23:03 | 2016-02-16 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.40 | 3,139 | $1,256 | 35,812 | -8.1% |
| 2016-02-18 23:01 | 2016-02-16 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.40 | 142 | $57 | 33,414 | -0.4% |
| 2016-02-19 00:30 | 2016-02-17 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $7.97 | 100,000 | $797,000 | 2,649,109 | +3.9% |
| 2016-02-18 22:34 | 2016-02-16 | OLN | OLIN Corp | Curley Stephen C | Officer; VP & Treasurer | Chemicals | BUY | $13.38 | 5,000 | $66,900 | 20,837 | +31.6% |
| 2016-02-19 00:39 | 2016-02-18 | MOS | MOSAIC CO | Isaacson Mark J. | Officer; SVP, Gen. Counsel & Corp. Sec. | Agricultural Inputs | BUY | $25.35 | 1,000 | $25,347 | 9,827 | +11.3% |
| 2016-02-18 23:55 | 2016-02-17 | CMP | COMPASS MINERALS INTERNATIONAL INC | Leunig Jack C. | Officer; Senior Vice President | Other Industrial Metals & Mining | OPT+S | $68.76 | 2,910 | $200,092 | 4,319 | -40.3% |
| 2016-02-17 19:37 | 2016-02-16 | OLN | OLIN Corp | SAMPSON JOHN MAURICE | Officer; VP - M&E, CAV/EPOXY/GCO | Chemicals | BUY | $13.84 | 5,000 | $69,200 | 11,931 | +72.1% |
| 2016-02-17 23:45 | 2016-02-16 | MOS | MOSAIC CO | Popowich James L. | Director | Agricultural Inputs | BUY | $23.57 | 3,000 | $70,710 | 14,577 | +25.9% |
| 2016-02-17 23:45 | 2016-02-16 | MOS | MOSAIC CO | Gitzel Timothy S. | Director | Agricultural Inputs | BUY | $23.35 | 10,000 | $233,500 | 10,000 | +100.0% |
| 2016-02-17 19:11 | 2016-02-16 | NUE | NUCOR CORP | KEARNEY CHRISTOPHER J | Director | Steel | BUY | $40.14 | 5,000 | $200,680 | 25,560 | +24.3% |
| 2016-02-17 20:22 | 2016-02-12 | NJMC | Idaho Strategic Resources, Inc. | Swallow John | Director, Officer, 10% owner; President | Gold | BUY | $0.09 | 200,000 | $18,880 | 13,277,003 | +1.5% |
| 2016-02-16 23:16 | 2016-02-11 | OLN | OLIN Corp | VARILEK JAMES A | Officer; President, CAV & Services | Chemicals | BUY | $12.87 | 7,000 | $90,064 | 29,004 | +31.8% |
| 2016-02-16 16:53 | 2016-02-11 | OLN | OLIN Corp | Dawson Pat D | Officer; Pres, Epoxy & International | Chemicals | BUY | $12.90 | 20,000 | $257,940 | 20,000 | +100.0% |
| 2016-02-17 00:05 | 2016-02-11 | PEIX | Alto Ingredients Inc. | Candlewood Investment Group, LP | 10% owner | Specialty Chemicals | BUY | $2.94 | 26,400 | $77,690 | 900,177 | +3.0% |
| 2016-02-16 19:16 | 2016-02-12 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.34 | 108 | $37 | 38,789 | -0.3% |
| 2016-02-16 19:14 | 2016-02-12 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.34 | 121 | $41 | 33,556 | -0.4% |
| 2016-02-16 19:12 | 2016-02-12 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.34 | 16 | $5 | 7,531 | -0.2% |
| 2016-02-16 19:10 | 2016-02-12 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.34 | 21 | $7 | 23,681 | -0.1% |
| 2016-02-16 16:43 | 2016-02-11 | OLN | OLIN Corp | Benoist Gray G | Director | Chemicals | BUY | $12.54 | 15,000 | $188,100 | 5,300 | +100.0% |
| 2016-02-17 01:46 | 2016-02-16 | MOS | MOSAIC CO | Johnson Denise C | Director | Agricultural Inputs | BUY | $23.05 | 775 | $17,863 | 775 | +100.0% |
| 2016-02-16 16:51 | 2016-02-11 | OLN | OLIN Corp | LARRIMORE RANDALL W | Director | Chemicals | BUY | $12.64 | 8,000 | $101,124 | 54,905 | +17.1% |
| 2016-02-16 19:09 | 2016-02-12 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; Chairman, President and CEO | Steel | SALE | $39.86 | 12,003 | $478,491 | 319,906 | -3.6% |
| 2016-02-16 22:27 | 2016-02-16 | MTX | MINERALS TECHNOLOGIES INC | CIPOLLA MICHAEL | Officer; VICE PRESIDENT | Specialty Chemicals | OPT+S | $44.46 | 170 | $7,558 | 22,181 | -0.8% |
| 2016-02-17 02:10 | 2016-02-11 | NG | NOVAGOLD RESOURCES INC | PAULSON & CO. INC. | 10% owner | Gold | SALE | $4.72 | 100,300 | $473,256 | 35,516,057 | -0.3% |
| 2016-02-13 05:01 | 2015-09-01 | CC | Chemours Co | Newman Mark | Officer; SVP and CFO | Specialty Chemicals | SALE | $9.37 | 16 | $150 | 121,178 | 0.0% |
| 2016-02-13 00:30 | 2016-02-11 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $6.47 | 100,000 | $647,000 | 2,549,109 | +4.1% |
| 2016-02-12 00:08 | 2016-02-10 | MTX | MINERALS TECHNOLOGIES INC | Schut Johannes C | Officer; Vice President | Specialty Chemicals | OPT+S | $44.68 | 9,090 | $406,108 | 15,045 | -37.7% |
| 2016-02-11 01:15 | 2016-02-09 | SXT | SENSIENT TECHNOLOGIES CORP | Manning Paul | Director, Officer; President & CEO | Specialty Chemicals | BUY | $54.10 | 1,500 | $81,150 | 76,448 | +2.0% |
| 2016-02-10 22:47 | 2016-02-10 | WDFC | WD 40 CO | REMBOLT JAY | Officer; Vice President Finance & CFO | Specialty Chemicals | OPT+S | $105.00 | 1,202 | $126,210 | 33,508 | -3.5% |
| 2016-02-10 03:07 | 2016-02-08 | PAYM | BASANITE, INC. | Celentano Vincent L. | 10% owner | Building Materials | SALE | $0.20 | 1,494,421 | $298,884 | 4,482,104 | -25.0% |
| 2016-02-10 00:00 | 2016-02-08 | SMG | SCOTTS MIRACLE-GRO CO | Lukemire Michael C | Officer; EVP and COO | Agricultural Inputs | OPT+S | $63.80 | 16,284 | $1,038,965 | 16,370 | -49.9% |
| 2016-02-10 00:36 | 2016-02-08 | SXT | SENSIENT TECHNOLOGIES CORP | BROWN HANK | Director | Specialty Chemicals | OPT+S | $55.32 | 2,000 | $110,642 | 21,234 | -8.6% |
| 2016-02-09 03:15 | 2016-02-04 | SMID | SMITH MIDLAND CORP | Tall Cotton Partners, LLC | 10% owner | Building Materials | SALE | $2.19 | 180,166 | $394,564 | 387,197 | -31.8% |
| 2016-02-08 23:25 | 2016-02-08 | NG | NOVAGOLD RESOURCES INC | Deisley David | Officer; Exec. VP & General Counsel | Gold | OPT+S | $6.35 | 97,795 | $620,998 | 806,748 | -10.8% |
| 2016-02-05 23:56 | 2016-02-04 | NG | NOVAGOLD RESOURCES INC | Leathley Gillyeard J. | Director | Gold | SALE | $6.02 | 13,137 | $79,085 | 264,535 | -4.7% |
| 2016-02-05 16:56 | 2016-02-02 | PAYM | BASANITE, INC. | CESPEDES EDWARD A | Director, Officer, 10% owner; Chief Executive Officer | Building Materials | BUY | $0.20 | 994,421 | $198,884 | 1,864,142 | +114.3% |
| 2016-02-04 23:09 | 2016-02-04 | POL | AVIENT CORP | Jellison William R | Director | Specialty Chemicals | BUY | $24.84 | 4,000 | $99,358 | 7,000 | +133.3% |
| 2016-02-03 20:10 | 2016-02-01 | CMC | COMMERCIAL METALS Co | Porter Tracy L | Officer; SR VP & PRESIDENT CMC AMERICAS | Steel | SALE | $13.58 | 5,330 | $72,386 | 107,975 | -4.7% |
| 2016-02-04 03:03 | 2016-02-03 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.39 | 48 | $19 | 23,702 | -0.2% |
| 2016-02-03 02:18 | 2015-02-27 | THMG | THUNDER MOUNTAIN GOLD INC | Beckman Paul Albert | 10% owner, Other | Other Precious Metals & Mining | BUY | $0.05 | 1,500,000 | $75,000 | 8,766,941 | +20.6% |
| 2016-02-03 01:58 | 2016-01-22 | THMG | THUNDER MOUNTAIN GOLD INC | Beckman Paul Albert | 10% owner, Other | Other Precious Metals & Mining | BUY | $0.05 | 3,500,000 | $175,000 | 7,266,941 | +92.9% |
| 2016-02-03 01:54 | 2016-01-29 | PEIX | Alto Ingredients Inc. | Candlewood Investment Group, LP | 10% owner | Specialty Chemicals | BUY | $3.30 | 1,322,523 | $4,366,442 | 897,009 | +100.0% |
| 2016-02-02 20:50 | 2016-02-01 | NUE | NUCOR CORP | Frias James D | Officer; CFO, Treasurer and EVP | Steel | SALE | $38.78 | 4,579 | $177,593 | 145,486 | -3.1% |
| 2016-02-02 19:50 | 2016-02-01 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $74.01 | 20,500 | $1,517,158 | 69,753,690 | 0.0% |
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.