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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-28 04:00 | 2025-06-25 | TMC | TMC the metals Co Inc. | May Brendan | Director | Other Industrial Metals & Mining | SALE | $7.53 | 69,204 | $521,431 | 197,586 | -25.9% |
| 2025-06-28 04:15 | 2025-06-25 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $3.78 | 5,871 | $22,200 | 932,663 | -0.6% |
| 2025-06-26 18:02 | 2025-06-24 | NUE | NUCOR CORP | Needham Daniel R. | Officer; Executive Vice President | Steel | SALE | $127.87 | 7,088 | $906,343 | 99,379 | -6.7% |
| 2025-06-24 23:01 | 2025-06-20 | CF | CF Industries Holdings, Inc. | Menzel Susan L | Officer; EVP and Chief Admin. Officer | Agricultural Inputs | SALE | $100.23 | 10,000 | $1,002,300 | 87,923 | -10.2% |
| 2025-06-24 23:54 | 2025-06-20 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $16.50 | 4,046 | $66,759 | 198,780 | -2.0% |
| 2025-06-24 00:37 | 2025-06-23 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $78.42 | 114,583 | $8,985,106 | 46,128,701 | -0.2% |
| 2025-06-21 01:52 | 2025-06-20 | ODC | Oil-Dri Corp of America | Chube Ellen-Blair | Director | Specialty Chemicals | SALE | $55.83 | 2,500 | $139,575 | 9,320 | -21.2% |
| 2025-06-20 20:18 | 2025-06-13 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $16.55 | 9,424 | $155,976 | 202,826 | -4.4% |
| 2025-06-18 23:22 | 2025-06-18 | ACNT | Ascent Industries Co. | Srinivas Ravi Ramesh | Other | Chemicals | BUY | $12.44 | 4,000 | $49,760 | 16,000 | +33.3% |
| 2025-06-18 19:54 | 2025-06-18 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; PRESIDENT CEO | Other Industrial Metals & Mining | BUY | $0.10 | 500,000 | $50,000 | 1,457,750 | +52.2% |
| 2025-06-18 23:30 | 2025-06-13 | PZG | Paramount Gold Nevada Corp. | FCMI Parent Co. | 10% owner | Gold | BUY | $0.60 | 416,000 | $249,600 | 9,692,310 | +4.5% |
| 2025-06-17 18:23 | 2025-06-16 | MTX | MINERALS TECHNOLOGIES INC | Motwani Rocky | Director | Specialty Chemicals | BUY | $54.31 | 370 | $20,094 | 1,192 | +45.0% |
| 2025-06-18 01:22 | 2025-06-13 | HYMC | HYCROFT MINING HOLDING CORP | Sprott Eric | 10% owner | Gold | BUY | $3.50 | 6,350,000 | $22,225,000 | 8,190,824 | +345.0% |
| 2025-06-17 23:02 | 2025-06-13 | CF | CF Industries Holdings, Inc. | Malik Ashraf K | Officer; Sr. VP, Manufacturing & D'istn | Agricultural Inputs | SALE | $99.95 | 5,498 | $549,535 | 14,565 | -27.4% |
| 2025-06-17 23:01 | 2025-06-13 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP,Sales,MktDev&Supply Chain | Agricultural Inputs | SALE | $98.79 | 26,003 | $2,568,714 | 90,176 | -22.4% |
| 2025-06-17 03:44 | 2025-06-16 | CLMT | Calumet, Inc. /DE | Morical Gregory J | Officer; SVP, GENERAL COUNSEL | Specialty Chemicals | SALE | $16.69 | 25,123 | $419,303 | 39,415 | -38.9% |
| 2025-06-17 03:42 | 2025-06-13 | CLMT | Calumet, Inc. /DE | Straumins Jennifer | Director | Specialty Chemicals | SALE | $15.85 | 150,000 | $2,377,005 | 934,589 | -13.8% |
| 2025-06-16 23:36 | 2025-06-12 | ECL | ECOLAB INC. | REICH VICTORIA | Director | Specialty Chemicals | OPT+S | $271.00 | 1,300 | $352,300 | 24,620 | -5.0% |
| 2025-06-17 01:27 | 2025-06-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.19 | 114,583 | $9,188,445 | 46,243,284 | -0.2% |
| 2025-06-17 02:09 | 2025-06-16 | PPTA | PERPETUA RESOURCES CORP. | PAULSON & CO. INC. | Other | Other Precious Metals & Mining | BUY | $13.20 | 7,575,757 | $99,999,992 | 32,347,299 | +30.6% |
| 2025-06-13 23:06 | 2025-06-11 | IAUX | i-80 Gold Corp. | Savarie David Roger | Officer; SVP, General Counsel | Gold | BUY | $0.62 | 12,000 | $7,440 | 258,200 | +4.9% |
| 2025-06-14 04:25 | 2025-06-12 | MP | MP Materials Corp. / DE | Hoops Elliot Dean | Officer; General Counsel and Secretary | Other Industrial Metals & Mining | SALE | $29.96 | 6,338 | $189,878 | 12,675 | -33.3% |
| 2025-06-14 00:42 | 2025-06-11 | MERC | MERCER INTERNATIONAL INC. | BUENO ESTRADA JUAN CARLOS | Director, Officer; President & CEO | Paper & Paper Products | BUY | $3.77 | 8,000 | $30,160 | 75,615 | +11.8% |
| 2025-06-13 01:13 | 2025-06-11 | AVD | AMERICAN VANGUARD CORP | Kaye Douglas | Officer; CHIEF EXECUTIVE OFFICER | Agricultural Inputs | BUY | $4.67 | 2,000 | $9,340 | 290,461 | +0.7% |
| 2025-06-12 17:22 | 2025-06-10 | ACNT | Ascent Industries Co. | Hutter Christopher Gerald | Director | Chemicals | SALE | $13.50 | 13,040 | $176,005 | 378,959 | -3.3% |
| 2025-06-12 23:18 | 2025-06-11 | SLVM | Sylvamo Corp | Gottung Lizanne C | Director | Paper & Paper Products | SALE | $52.60 | 2,000 | $105,200 | 11,829 | -14.5% |
| 2025-06-11 23:32 | 2025-06-09 | CDE | Coeur Mining, Inc. | McGrath Aoife | Officer; SVP, Exploration | Gold | SALE | $9.34 | 8,000 | $74,720 | 211,318 | -3.6% |
| 2025-06-11 23:28 | 2025-06-09 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $16.24 | 6,260 | $101,677 | 212,250 | -2.9% |
| 2025-06-11 04:11 | 2025-06-06 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | STEINBERG JOSEPH S | 10% owner | Specialty Chemicals | BUY | $1.10 | 195,851 | $215,436 | 1,445,851 | +15.7% |
| 2025-06-11 04:10 | 2025-06-06 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Winger Matthew C. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $1.10 | 101,416 | $111,558 | 235,916 | +75.4% |
| 2025-06-10 23:07 | 2025-06-06 | SHW | SHERWIN WILLIAMS CO | Rea Todd D | Officer; President, Consumer Brands Grp | Specialty Chemicals | OPT+S | $359.16 | 4,223 | $1,516,733 | 9,329 | -31.2% |
| 2025-06-10 18:50 | 2025-06-10 | RGLD | ROYAL GOLD INC | Libner Paul | Officer; SVP & CFO | Gold | SALE | $176.96 | 2,000 | $353,920 | 19,749 | -9.2% |
| 2025-06-11 04:00 | 2025-06-06 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | FROST PHILLIP MD ET AL | 10% owner | Specialty Chemicals | BUY | $1.10 | 195,852 | $215,437 | 1,467,782 | +15.4% |
| 2025-06-10 21:54 | 2025-06-05 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $95.00 | 400 | $38,000 | 2,741 | -12.7% |
| 2025-06-09 20:59 | 2025-05-27 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, PEM Segment Head | Specialty Chemicals | SALE | $72.70 | 83 | $6,034 | 0 | -100.0% |
| 2025-06-09 20:59 | 2025-04-22 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; EVP, PEM Segment Head | Specialty Chemicals | BUY | $93.39 | 83 | $7,751 | 83 | +100.0% |
| 2025-06-10 01:08 | 2025-06-09 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $81.89 | 114,583 | $9,382,973 | 46,357,867 | -0.2% |
| 2025-06-09 23:24 | 2025-06-06 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $16.07 | 9,970 | $160,196 | 218,510 | -4.4% |
| 2025-06-09 17:43 | 2025-06-06 | STLD | STEEL DYNAMICS INC | Shaheen Gabriel | Director | Steel | SALE | $134.11 | 1,254 | $168,174 | 81,812 | -1.5% |
| 2025-06-09 23:02 | 2025-06-06 | MATV | Mativ Holdings, Inc. | Stipancich John K | Director | Specialty Chemicals | BUY | $6.40 | 5,000 | $32,000 | 16,113 | +45.0% |
| 2025-06-07 04:15 | 2025-06-05 | CLMT | Calumet, Inc. /DE | Straumins Jennifer | Director | Specialty Chemicals | SALE | $13.17 | 100,000 | $1,317,000 | 1,084,589 | -8.4% |
| 2025-06-07 00:19 | 2025-06-04 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $16.02 | 20,300 | $325,198 | 228,480 | -8.2% |
| 2025-06-06 01:52 | 2025-06-05 | HL | HECLA MINING CO/DE/ | Absolom Stuart Maurice | Officer; VP - Principal Acctg. Officer | Other Precious Metals & Mining | SALE | $6.66 | 18,926 | $126,047 | 59,410 | -24.2% |
| 2025-06-06 02:17 | 2025-06-04 | HYMC | HYCROFT MINING HOLDING CORP | Thomas David Brian | Officer; SVP, General Manager | Gold | SALE | $3.76 | 1,417 | $5,328 | 76,070 | -1.8% |
| 2025-06-06 00:09 | 2025-06-04 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; SVP General Counsel & Corp Sec | Lumber & Wood Production | SALE | $88.01 | 1,200 | $105,611 | 34,649 | -3.3% |
| 2025-06-05 23:35 | 2025-06-04 | BCC | BOISE CASCADE Co | Barney Joanna L. | Officer; EVP, BMD | Lumber & Wood Production | SALE | $87.68 | 1,000 | $87,679 | 12,372 | -7.5% |
| 2025-06-06 02:15 | 2025-06-04 | HYMC | HYCROFT MINING HOLDING CORP | RIDEOUT STANTON K | Officer; Executive Vice President & CFO | Gold | SALE | $3.81 | 4,398 | $16,756 | 132,986 | -3.2% |
| 2025-06-06 02:14 | 2025-06-04 | HYMC | HYCROFT MINING HOLDING CORP | GARRETT DIANE R | Director, Officer; President & CEO | Gold | SALE | $3.08 | 6,423 | $19,783 | 233,051 | -2.7% |
| 2025-06-04 19:17 | 2025-06-03 | BLSK | Bolt Projects Holdings, Inc. | Breslauer David Nate | Director, Officer; CHIEF TECHNOLOGY OFFICER | Specialty Chemicals | BUY | $3.25 | 300 | $975 | 18,307 | +1.7% |
| 2025-06-05 00:19 | 2025-06-02 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $23.65 | 571 | $13,504 | 32,555 | -1.7% |
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.