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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-02-25 01:09 | 2015-02-24 | K | KELLANOVA | Hirst Alistair D | Officer; SVP - Global Supply Chain | Gold | OPT+S | $63.74 | 41,282 | $2,631,418 | 29,506 | -58.3% |
| 2015-02-25 00:27 | 2015-02-10 | TMST | Metallus Inc. | Misheff Donald T | Director | Steel | BUY | $29.84 | 600 | $17,904 | 3,298 | +22.2% |
| 2015-02-25 00:02 | 2015-02-20 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer; Sr. VP & Gen. Counsel | Specialty Chemicals | OPT+S | $233.78 | 19,897 | $4,651,421 | 16,468 | -54.7% |
| 2015-02-25 01:10 | 2015-02-24 | K | KELLANOVA | Dissinger Ronald L | Officer; Chief Financial Officer | Gold | SALE | $63.97 | 1,730 | $110,668 | 30,326 | -5.4% |
| 2015-02-24 23:02 | 2015-02-23 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | SALE | $157.36 | 858 | $135,015 | 18,275 | -4.5% |
| 2015-02-25 01:09 | 2015-02-24 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | SALE | $63.97 | 2,135 | $136,576 | 63,248 | -3.3% |
| 2015-02-24 19:41 | 2015-02-23 | VMC | Vulcan Materials CO | Grayson David J | Officer; President, Southeast Division | Building Materials | SALE | $81.01 | 822 | $66,590 | 0 | -100.0% |
| 2015-02-25 02:58 | 2015-02-23 | SANW | S&W Seed Company | WICKERSHAM GROVER T | Director | Agricultural Inputs | BUY | $4.90 | 12,000 | $58,800 | 372,000 | +3.3% |
| 2015-02-25 01:10 | 2015-02-24 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | SALE | $63.97 | 1,558 | $99,665 | 50,956 | -3.0% |
| 2015-02-25 00:05 | 2015-02-20 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $235.04 | 40,000 | $9,401,460 | 380,536 | -9.5% |
| 2015-02-25 00:24 | 2015-02-23 | KALU | KAISER ALUMINUM CORP | Murdy William F | Director | Aluminum | SALE | $76.23 | 1,400 | $106,716 | 16,384 | -7.9% |
| 2015-02-25 01:11 | 2015-02-23 | K | KELLANOVA | JENNESS JAMES M | Director, 10% owner | Gold | SALE | $63.89 | 100,000 | $6,389,360 | 100,106 | -50.0% |
| 2015-02-23 21:22 | 2015-02-19 | MERC | MERCER INTERNATIONAL INC. | Cooper David Michael | Officer; VP Sales & Marketing Europe | Paper & Paper Products | SALE | $14.42 | 3,090 | $44,558 | 0 | -100.0% |
| 2015-02-23 21:15 | 2015-02-19 | MERC | MERCER INTERNATIONAL INC. | Heine Eric Xavier | Officer; VP Sales Marketing & Logistics | Paper & Paper Products | SALE | $14.41 | 20,000 | $288,136 | 45,207 | -30.7% |
| 2015-02-24 02:48 | 2015-02-20 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $74.94 | 5,000 | $374,696 | 88,987 | -5.3% |
| 2015-02-23 21:32 | 2015-02-20 | UFPI | UFP INDUSTRIES INC | COLEMAN ROBERT D | Officer; Exec Vice Pres Manufacturing | Lumber & Wood Production | SALE | $52.50 | 5,000 | $262,500 | 44,512 | -10.1% |
| 2015-02-23 23:15 | 2015-02-19 | MMP | Magellan Midstream Partners, L.P. | Selvidge Jeff R | Officer; Senior Vice President | Aluminum | SALE | $82.50 | 7,500 | $618,750 | 22,499 | -25.0% |
| 2015-02-24 01:17 | 2015-02-20 | SCL | STEPAN CO | MASON SCOTT C | Officer; Vice President, Supply Chain | Specialty Chemicals | BUY | $40.55 | 3,000 | $121,650 | 15,902 | +23.3% |
| 2015-02-21 02:11 | 2015-02-18 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.26 | 2,558 | $674 | 330,343 | -0.8% |
| 2015-02-21 02:10 | 2015-02-19 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.23 | 1,042 | $242 | 329,301 | -0.3% |
| 2015-02-21 02:10 | 2015-02-17 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.30 | 4,046 | $1,214 | 317,250 | -1.3% |
| 2015-02-21 01:21 | 2015-02-20 | HUN | Huntsman CORP | STRYKER DAVID M | Officer; Exec VP, GC and Sec | Chemicals | BUY | $22.27 | 170 | $3,786 | 52,419 | +0.3% |
| 2015-02-20 23:38 | 2015-02-18 | FRD | FRIEDMAN INDUSTRIES INC | WILLIAMS JOE L | Director | Steel | BUY | $6.39 | 10,000 | $63,865 | 15,570 | +179.5% |
| 2015-02-21 00:07 | 2015-02-18 | POL | AVIENT CORP | NEWLIN STEPHEN D | Director, Officer; Executive Chairman | Specialty Chemicals | SALE | $39.93 | 54,601 | $2,180,163 | 189,224 | -22.4% |
| 2015-02-20 00:56 | 2015-02-17 | SANW | S&W Seed Company | GREWAL MARK S | Director, Officer; President and CEO | Agricultural Inputs | OPT+S | $4.71 | 175,000 | $824,915 | 90,807 | -65.8% |
| 2015-02-20 01:14 | 2015-02-17 | SANW | S&W Seed Company | Szot Matthew K | Officer; Exec VP Fin & Admin and CFO | Agricultural Inputs | OPT+S | $4.74 | 25,000 | $118,420 | 35,679 | -41.2% |
| 2015-02-19 19:52 | 2015-02-18 | VMC | Vulcan Materials CO | Grayson David J | Officer; President, Southeast Division | Building Materials | OPT+S | $0.00 | 6,370 | $0 | 822 | -88.6% |
| 2015-02-20 01:33 | 2015-02-18 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.26 | 4,717 | $1,238 | 71,543 | -6.2% |
| 2015-02-19 23:37 | 2015-02-17 | CBT | CABOT CORP | Kelly James Patrick | Officer; Vice President and Controller | Specialty Chemicals | OPT+S | $47.95 | 34 | $1,630 | 27,883 | -0.1% |
| 2015-02-19 16:44 | 2015-02-18 | APD | Air Products and Chemicals Inc. | Ghasemi Seifi | Officer; Chairman, Pres. and CEO | Specialty Chemicals | BUY | $153.27 | 27,000 | $4,138,406 | 169,171 | +19.0% |
| 2015-02-20 01:06 | 2015-02-18 | MERC | MERCER INTERNATIONAL INC. | Cooper David Michael | Officer; VP Sales & Marketing Europe | Paper & Paper Products | SALE | $13.86 | 15,566 | $215,745 | 33,090 | -32.0% |
| 2015-02-20 01:01 | 2015-02-17 | MERC | MERCER INTERNATIONAL INC. | ORR NANCY | Director | Paper & Paper Products | SALE | $14.15 | 1,425 | $20,168 | 8,575 | -14.3% |
| 2015-02-20 01:25 | 2015-02-17 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $71.56 | 1,500 | $107,340 | 26,429 | -5.4% |
| 2015-02-20 02:42 | 2014-12-22 | VYST | Vystar Corp | Osborn Keith D. | 10% owner | Specialty Chemicals | BUY | $0.05 | 1,112,300 | $56,060 | 3,033,300 | +57.9% |
| 2015-02-20 00:39 | 2015-02-17 | VYST | Vystar Corp | Allegra Joseph | 10% owner | Specialty Chemicals | BUY | $0.09 | 150,000 | $12,795 | 625,019 | +31.6% |
| 2015-02-20 00:04 | 2015-02-17 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $234.96 | 141,542 | $33,256,369 | 374,178 | -27.4% |
| 2015-02-20 00:15 | 2015-02-18 | MLM | MARTIN MARIETTA MATERIALS INC | VINROOT RICHARD A | Director | Building Materials | OPT+S | $144.56 | 3,000 | $433,687 | 14,393 | -17.2% |
| 2015-02-18 22:29 | 2015-02-17 | MTX | MINERALS TECHNOLOGIES INC | MAYGER DOUGLAS W | Officer; Senior Vice President | Specialty Chemicals | SALE | $71.39 | 3,623 | $258,646 | 23,348 | -13.4% |
| 2015-02-18 22:58 | 2015-02-17 | FUL | FULLER H B CO | Owens James | Officer; President and CEO | Specialty Chemicals | SALE | $44.22 | 1,800 | $79,599 | 158,893 | -1.1% |
| 2015-02-18 23:23 | 2015-02-13 | CBT | CABOT CORP | Prevost Patrick M. | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $47.08 | 30,000 | $1,412,376 | 276,532 | -9.8% |
| 2015-02-18 23:54 | 2015-02-13 | MOS | MOSAIC CO | Isaacson Mark J. | Officer; VP, Gen. Counsel & Corp. Sec. | Agricultural Inputs | OPT+S | $52.19 | 3,610 | $188,422 | 7,352 | -32.9% |
| 2015-02-18 21:27 | 2014-11-03 | LTUM | Lithium Corp | HINER JOHN E | Other | Other Industrial Metals & Mining | SALE | $0.07 | 30,000 | $2,100 | 9,970,000 | -0.3% |
| 2015-02-19 01:23 | 2015-02-17 | BCPC | BALCHEM CORP | LUDWIG DAVID F | Officer; VP/Gen Mgr/ARC Spec Prods | Specialty Chemicals | OPT+S | $58.16 | 15,000 | $872,412 | 31,031 | -32.6% |
| 2015-02-18 19:34 | 2015-02-13 | MMP | Magellan Midstream Partners, L.P. | Korner Lisa J | Officer; Senior Vice President | Aluminum | SALE | $80.32 | 12,000 | $963,804 | 60,831 | -16.5% |
| 2015-02-17 21:08 | 2015-02-11 | SXC | SunCoke Energy, Inc. | Lausas Allison S | Officer; Vice President & Controller | Coking Coal | BUY | $16.35 | 500 | $8,174 | 1,200 | +71.4% |
| 2015-02-18 01:26 | 2015-02-13 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.22 | 238 | $52 | 34,332 | -0.7% |
| 2015-02-18 01:25 | 2015-02-13 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.22 | 306 | $69 | 114,222 | -0.3% |
| 2015-02-18 01:23 | 2015-02-13 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.22 | 1,809 | $404 | 332,901 | -0.5% |
| 2015-02-18 01:17 | 2015-02-13 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.22 | 619 | $138 | 76,260 | -0.8% |
| 2015-02-18 01:35 | 2015-02-13 | VYST | Vystar Corp | Allegra Joseph | 10% owner | Specialty Chemicals | BUY | $0.10 | 16,890 | $1,686 | 475,019 | +3.7% |
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.