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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-05-27 17:12 | 2015-05-22 | UFPI | UFP INDUSTRIES INC | ENGLER JOHN M | Director | Lumber & Wood Production | SALE | $55.93 | 2,520 | $140,950 | 0 | -100.0% |
| 2015-05-27 22:02 | 2015-05-27 | LXU | LSB INDUSTRIES, INC. | Murdy William F | Director | Chemicals | BUY | $42.51 | 500 | $21,255 | 1,000 | +100.0% |
| 2015-05-27 23:55 | 2015-05-22 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $86.03 | 1,765 | $151,843 | 78,012 | -2.2% |
| 2015-05-26 21:36 | 2015-05-22 | LYB | LyondellBasell Industries N.V. | Ovelmen Karyn F. | Officer; EVP & CFO | Specialty Chemicals | OPT+S | $103.02 | 20,745 | $2,137,048 | 31,164 | -40.0% |
| 2015-05-26 21:51 | 2015-05-22 | SANW | S&W Seed Company | Smith William S | Director | Agricultural Inputs | BUY | $4.30 | 10,000 | $43,035 | 50,000 | +25.0% |
| 2015-05-26 16:04 | 2015-05-21 | CLF | CLEVELAND-CLIFFS INC. | Taylor Douglas C | Director | Steel | BUY | $5.00 | 7,200 | $36,000 | 14,400 | +100.0% |
| 2015-05-26 23:21 | 2015-05-21 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP/G Leader-Grease, FP, Mining | Specialty Chemicals | OPT+S | $86.55 | 1,605 | $138,918 | 17,264 | -8.5% |
| 2015-05-26 16:02 | 2015-05-21 | CLF | CLEVELAND-CLIFFS INC. | GONCALVES LOURENCO | Director, Officer; Chairman, President & CEO | Steel | BUY | $5.00 | 91,852 | $459,150 | 191,852 | +91.9% |
| 2015-05-26 18:21 | 2015-05-22 | GORO | GOLD RESOURCE CORP | Falck Tor | Director | Other Precious Metals & Mining | BUY | $3.17 | 35,000 | $110,950 | 35,000 | +100.0% |
| 2015-05-22 22:18 | 2015-05-20 | LXU | LSB INDUSTRIES, INC. | White Lynn F | Director | Chemicals | BUY | $43.34 | 1,000 | $43,340 | 1,300 | +333.3% |
| 2015-05-23 00:26 | 2015-05-21 | IMAHF | I-Minerals Inc | GIRLING WALTER BARRY | Director | Other Industrial Metals & Mining | BUY | $0.13 | 1,000 | $130 | 594,104 | +0.2% |
| 2015-05-22 20:00 | 2015-05-20 | VHI | VALHI INC /DE/ | Simmons Annette C | 10% owner | Chemicals | BUY | $6.51 | 33,150 | $215,807 | 5,946,142 | +0.6% |
| 2015-05-23 02:18 | 2015-05-21 | MOS | MOSAIC CO | MACK RICHARD L | Officer; EVP, Chief Financial Officer | Agricultural Inputs | OPT+S | $47.51 | 26,800 | $1,273,330 | 78,752 | -25.4% |
| 2015-05-22 21:56 | 2015-05-20 | MMP | Magellan Midstream Partners, L.P. | Barnes Robert L | Officer; Senior Vice President | Aluminum | SALE | $81.86 | 3,600 | $294,700 | 25,943 | -12.2% |
| 2015-05-21 17:26 | 2015-05-19 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $3.76 | 70 | $263 | 21,140 | -0.3% |
| 2015-05-21 17:25 | 2015-05-18 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $3.89 | 283 | $1,101 | 3,732 | -7.0% |
| 2015-05-22 01:06 | 2015-05-17 | AMTX | Aemetis Inc. | CAGAN LAIRD Q | 10% owner | Specialty Chemicals | SALE | $4.94 | 18,930 | $93,446 | 1,885,462 | -1.0% |
| 2015-05-21 22:55 | 2015-05-08 | GEVO | Gevo, Inc. | KISHORE GANESH | Director | Specialty Chemicals | SALE | $5.46 | 33,405 | $182,234 | 102,716 | -24.5% |
| 2015-05-20 23:17 | 2015-05-18 | KWR | QUAKER CHEMICAL CORP | Laininger Dieter | Officer; VP & MD - SA & Primary Metals | Specialty Chemicals | OPT+S | $86.83 | 1,605 | $139,366 | 11,576 | -12.2% |
| 2015-05-21 01:45 | 2015-05-18 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $3.89 | 142 | $552 | 21,210 | -0.7% |
| 2015-05-21 02:22 | 2015-05-18 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $86.03 | 7,692 | $661,743 | 78,012 | -9.0% |
| 2015-05-20 20:40 | 2015-05-18 | WDFC | WD 40 CO | HOLDSWORTH GEOFFREY | Officer; Managing Director AsiaPacific | Specialty Chemicals | SALE | $85.01 | 2,004 | $170,360 | 10,117 | -16.5% |
| 2015-05-20 23:53 | 2015-05-18 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $24.84 | 4,000 | $99,360 | 25,561 | -13.5% |
| 2015-05-19 20:30 | 2015-05-18 | VMC | Vulcan Materials CO | Lott Jeffery G | Officer; President, Southwest Division | Building Materials | OPT+S | $91.55 | 2,940 | $269,157 | 916 | -76.2% |
| 2015-05-20 00:58 | 2015-05-18 | CE | Celanese Corp | Nivica Gjon N Jr | Officer; SVP and General Counsel | Chemicals | OPT+S | $67.30 | 16,359 | $1,100,961 | 42,580 | -27.8% |
| 2015-05-18 20:09 | 2015-05-15 | LYB | LyondellBasell Industries N.V. | VanDerSnick Michael D | Officer; SVP, Manufacturing EAI | Specialty Chemicals | OPT+S | $103.75 | 3,310 | $343,402 | 10,326 | -24.3% |
| 2015-05-18 16:38 | 2015-05-07 | VMC | Vulcan Materials CO | Duke William K | Officer; President, Mideast Division | Building Materials | SALE | $89.42 | 2,500 | $223,550 | 21,142 | -10.6% |
| 2015-05-18 19:12 | 2015-05-14 | EMN | EASTMAN CHEMICAL CO | Lindsay Ronald Carter | Officer; Chief Operating Officer | Specialty Chemicals | OPT+S | $78.39 | 27,800 | $2,179,242 | 128,534 | -17.8% |
| 2015-05-18 23:17 | 2015-05-14 | KWR | QUAKER CHEMICAL CORP | PLATZER L WILBERT | Officer; VP & Managing Dtr - EMEA | Specialty Chemicals | OPT+S | $86.23 | 5,708 | $492,210 | 9,144 | -38.4% |
| 2015-05-18 20:41 | 2015-05-18 | MLM | MARTIN MARIETTA MATERIALS INC | LLOYD ANNE H | Officer; EVP and CFO | Building Materials | OPT+S | $153.90 | 8,602 | $1,323,848 | 54,926 | -13.5% |
| 2015-05-18 16:38 | 2015-05-07 | VMC | Vulcan Materials CO | KHAN EJAZ A | Officer; VP, Controller & CIO | Building Materials | SALE | $88.62 | 10,000 | $886,200 | 16,223 | -38.1% |
| 2015-05-19 00:01 | 2015-05-18 | MLM | MARTIN MARIETTA MATERIALS INC | COLE SUE W | Director | Building Materials | OPT+S | $155.67 | 3,000 | $466,998 | 17,641 | -14.5% |
| 2015-05-18 20:34 | 2015-05-14 | MLM | MARTIN MARIETTA MATERIALS INC | BAR ROSELYN R | Officer; SVP, General Counsel and Secy | Building Materials | OPT+S | $154.41 | 7,021 | $1,084,121 | 41,718 | -14.4% |
| 2015-05-18 23:33 | 2015-05-15 | CMT | CORE MOLDING TECHNOLOGIES INC | CROWLEY JAMES F | Director | Specialty Chemicals | SALE | $25.06 | 20,000 | $501,200 | 12,606 | -61.3% |
| 2015-05-16 04:12 | 2015-05-14 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, Officer, 10% owner; President/CEO/Treasurer | Lumber & Wood Production | SALE | $13.00 | 20,000 | $260,000 | 802,254 | -2.4% |
| 2015-05-15 19:32 | 2015-05-14 | CDE | Coeur Mining, Inc. | Mitchell Peter C. | Officer; SVP & Chief Financial Officer | Gold | BUY | $5.73 | 5,000 | $28,650 | 119,421 | +4.4% |
| 2015-05-16 00:38 | 2015-05-15 | KALU | KAISER ALUMINUM CORP | Harvey Keith | Officer; EVP - Fabricated Products | Aluminum | SALE | $83.38 | 1,500 | $125,070 | 47,484 | -3.1% |
| 2015-05-15 23:06 | 2015-05-14 | K | KELLANOVA | Dissinger Ronald L | Officer; Chief Financial Officer | Gold | OPT+S | $0.00 | 49,220 | $0 | 30,906 | -61.4% |
| 2015-05-15 20:02 | 2015-05-13 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $5.51 | 121 | $667 | 21,352 | -0.6% |
| 2015-05-15 22:41 | 2015-05-14 | MLM | MARTIN MARIETTA MATERIALS INC | Nye C Howard | Director, Officer; Chairman, Pres & CEO | Building Materials | OPT+S | $153.23 | 13,165 | $2,017,306 | 103,524 | -11.3% |
| 2015-05-16 04:02 | 2015-05-14 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner; Corporate Secretary | Lumber & Wood Production | SALE | $13.00 | 23,384 | $303,992 | 270,209 | -8.0% |
| 2015-05-16 00:36 | 2015-05-15 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $83.26 | 1,500 | $124,884 | 26,077 | -5.4% |
| 2015-05-15 23:55 | 2015-05-15 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; Vice President Administration | Specialty Chemicals | OPT+S | $57.10 | 14,000 | $799,334 | 73,191 | -16.1% |
| 2015-05-15 23:39 | 2015-05-14 | PENC | Nano Magic Inc. | BERMAN RONALD J | Director | Specialty Chemicals | BUY | $0.04 | 100,000 | $4,000 | 3,450,499 | +3.0% |
| 2015-05-14 15:33 | 2015-05-13 | TROX | Tronox Holdings plc | Turgeon Jean Francois | Officer; Executive Vice President | Chemicals | BUY | $18.68 | 5,000 | $93,400 | 120,558 | +4.3% |
| 2015-05-14 20:10 | 2015-05-12 | VMC | Vulcan Materials CO | Mills Michael R | Officer; Senior Vice President and Gene | Building Materials | OPT+S | $90.77 | 6,300 | $571,851 | 8,905 | -41.4% |
| 2015-05-14 17:54 | 2015-05-13 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $5.51 | 20 | $110 | 7,459 | -0.3% |
| 2015-05-14 17:53 | 2015-05-13 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $5.51 | 16 | $88 | 2,490 | -0.6% |
| 2015-05-14 17:52 | 2015-05-13 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $5.51 | 41 | $226 | 4,015 | -1.0% |
| 2015-05-14 17:52 | 2015-05-13 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $5.08 | 270 | $1,372 | 18,995 | -1.4% |
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.