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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-02-18 01:28 | 2015-02-17 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; Vice President Administration | Specialty Chemicals | OPT+S | $57.85 | 14,000 | $809,864 | 70,783 | -16.5% |
| 2015-02-18 01:40 | 2014-12-30 | NCQ | Trilogy Metals Inc. | PAULSON & CO INC | 10% owner | Other Industrial Metals & Mining | SALE | $0.50 | 23,400 | $11,761 | 8,727,379 | -0.3% |
| 2015-02-18 01:40 | 2014-07-31 | NCQ | Trilogy Metals Inc. | PAULSON & CO INC | 10% owner | Other Industrial Metals & Mining | BUY | $1.00 | 77,200 | $77,208 | 8,750,779 | +0.9% |
| 2015-02-14 00:16 | 2015-02-12 | MLM | MARTIN MARIETTA MATERIALS INC | REDIKER DENNIS L | Director | Building Materials | OPT+S | $140.04 | 3,000 | $420,126 | 14,960 | -16.7% |
| 2015-02-13 22:05 | 2015-02-11 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.45 | 428,571 | $192,857 | 7,945,097 | +5.7% |
| 2015-02-14 01:05 | 2015-02-13 | AUMN | Golden Minerals Co | Rehn Warren | Officer; SVP Exloration & Geology | Other Precious Metals & Mining | SALE | $0.50 | 3,200 | $1,602 | 320,468 | -1.0% |
| 2015-02-13 00:15 | 2015-02-11 | ALB | Albemarle Corporation | OBRIEN JAMES J /KY | Director | Specialty Chemicals | BUY | $52.68 | 1,000 | $52,682 | 2,082 | +92.4% |
| 2015-02-11 23:37 | 2015-02-10 | TMST | Metallus Inc. | WOTRING RANDALL A | Director | Steel | BUY | $29.80 | 5,000 | $149,024 | 7,680 | +186.6% |
| 2015-02-11 18:47 | 2015-02-11 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $15.30 | 2,000 | $30,600 | 11,524 | +21.0% |
| 2015-02-12 00:34 | 2015-02-11 | SYNL | Ascent Industries Co. | TERRY JAMES W JR | Director | Chemicals | BUY | $15.25 | 2,000 | $30,500 | 14,000 | +16.7% |
| 2015-02-12 00:55 | 2015-02-09 | SXC | SunCoke Energy, Inc. | SWEETNAM JAMES E | Director | Coking Coal | BUY | $16.82 | 21,100 | $354,984 | 31,715 | +198.8% |
| 2015-02-12 00:47 | 2015-02-04 | SXC | SunCoke Energy, Inc. | SWEETNAM JAMES E | Director | Coking Coal | BUY | $15.54 | 10,615 | $164,948 | 10,615 | +100.0% |
| 2015-02-11 19:20 | 2015-02-10 | NG | NOVAGOLD RESOURCES INC | Leathley Gillyeard J. | Director | Gold | OPT+S | $5.03 | 16 | $80 | 126,587 | 0.0% |
| 2015-02-12 01:07 | 2015-02-11 | SXT | SENSIENT TECHNOLOGIES CORP | BROWN HANK | Director | Specialty Chemicals | OPT+S | $58.80 | 2,000 | $117,594 | 19,667 | -9.2% |
| 2015-02-10 21:00 | 2015-02-06 | CBT | CABOT CORP | THOMAS LYDIA W | Director | Specialty Chemicals | SALE | $46.16 | 4,496 | $207,547 | 30,349 | -12.9% |
| 2015-02-09 17:56 | 2015-02-05 | CLF | CLEVELAND-CLIFFS INC. | Stoliar Gabriel | Director | Steel | BUY | $6.69 | 15,015 | $100,450 | 31,943 | +88.7% |
| 2015-02-09 18:42 | 2015-02-06 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | OPT+S | $151.27 | 2,756 | $416,900 | 19,133 | -12.6% |
| 2015-02-09 23:09 | 2015-02-09 | VMC | Vulcan Materials CO | Lott Jeffery G | Officer; President, Southwest Division | Building Materials | OPT+S | $75.67 | 960 | $72,642 | 0 | -100.0% |
| 2015-02-09 21:30 | 2015-02-04 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.13 | 713 | $95 | 114,528 | -0.6% |
| 2015-02-09 22:12 | 2015-02-05 | FUL | FULLER H B CO | Parriott Ann B | Officer; VP, Human Resources | Specialty Chemicals | OPT+S | $43.58 | 16,077 | $700,629 | 32,159 | -33.3% |
| 2015-02-10 04:46 | 2015-02-06 | FUL | FULLER H B CO | Keenan Timothy J | Officer; VP, Gen. Counsel & Corp. Sec. | Specialty Chemicals | SALE | $43.84 | 2,065 | $90,536 | 25,720 | -7.4% |
| 2015-02-09 17:50 | 2015-02-05 | CLF | CLEVELAND-CLIFFS INC. | RUTKOWSKI JOSEPH A | Director | Steel | BUY | $6.35 | 8,000 | $50,800 | 25,682 | +45.2% |
| 2015-02-06 18:33 | 2015-01-31 | DRAM | U.S. GOLD CORP. | Moylan David Alan | Director, Officer; CEO | Gold | BUY | $2.00 | 50,000 | $100,000 | 50,000 | +100.0% |
| 2015-02-06 23:39 | 2015-02-05 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Posze James L Jr | Officer; SVP, Human Resources | Chemicals | BUY | $17.15 | 5,000 | $85,749 | 27,537 | +22.2% |
| 2015-02-06 22:59 | 2015-02-04 | SHW | SHERWIN WILLIAMS CO | Wells Robert J | Officer; SVP-Corp Comm & Public Affairs | Specialty Chemicals | OPT+S | $275.54 | 10,696 | $2,947,176 | 18,047 | -37.2% |
| 2015-02-07 01:12 | 2015-02-04 | BCPC | BALCHEM CORP | ROSSI DINO A | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $54.34 | 14,600 | $793,427 | 137,565 | -9.6% |
| 2015-02-06 22:56 | 2015-02-05 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer; SVP-Human Resources | Specialty Chemicals | OPT+S | $275.42 | 12,723 | $3,504,169 | 30,443 | -29.5% |
| 2015-02-06 23:10 | 2013-09-10 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.32 | 200,000 | $64,000 | 6,805,316 | +3.0% |
| 2015-02-06 23:39 | 2015-02-05 | RYAM | RAYONIER ADVANCED MATERIALS INC. | PALUMBO LISA M | Director | Chemicals | BUY | $16.85 | 4,000 | $67,400 | 11,315 | +54.7% |
| 2015-02-06 01:55 | 2015-02-03 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $33.42 | 111,936 | $3,741,248 | 0 | -100.0% |
| 2015-02-05 20:31 | 2015-02-05 | SXC | SunCoke Energy, Inc. | West Fay | Officer; Senior VP & CFO | Coking Coal | BUY | $16.14 | 2,475 | $39,942 | 5,713 | +76.4% |
| 2015-02-05 23:29 | 2015-02-05 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Sr VP - West Region | Building Materials | OPT+S | $74.09 | 1,700 | $125,953 | 829 | -67.2% |
| 2015-02-05 20:34 | 2015-02-05 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.32 | 2,250 | $709 | 7,517,606 | +0.0% |
| 2015-02-04 20:13 | 2015-02-02 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $33.09 | 70,200 | $2,323,002 | 6,236,036 | -1.1% |
| 2015-02-05 02:20 | 2015-02-03 | TMST | Metallus Inc. | CREEL DIANE C | Director | Steel | BUY | $27.07 | 1,000 | $27,069 | 6,211 | +19.2% |
| 2015-02-05 02:11 | 2015-02-03 | TMST | Metallus Inc. | DiPiero Frank A | Officer; See Remarks | Steel | BUY | $27.69 | 300 | $8,308 | 6,200 | +5.1% |
| 2015-02-04 23:01 | 2015-02-03 | VMC | Vulcan Materials CO | Bass Stanley G | Officer; Sr VP - West Region | Building Materials | OPT+S | $72.00 | 1,700 | $122,400 | 829 | -67.2% |
| 2015-02-05 00:22 | 2015-02-03 | MOS | MOSAIC CO | McLellan Richard N | Officer; Sr Vice President-Commercial | Agricultural Inputs | OPT+S | $50.04 | 16,562 | $828,782 | 33,220 | -33.3% |
| 2015-02-05 00:20 | 2015-02-03 | MOS | MOSAIC CO | Davis Gary N. | Officer; Sr VP - Phosphate Operations | Agricultural Inputs | OPT+S | $49.94 | 5,679 | $283,619 | 27,047 | -17.4% |
| 2015-02-05 00:42 | 2015-02-03 | NEU | NEWMARKET CORP | FIORENZA DAVID A | Officer; VP & Chief Financial Officer | Specialty Chemicals | SALE | $452.09 | 294 | $132,914 | 275 | -51.7% |
| 2015-02-04 19:05 | 2015-02-03 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer; President and COO | Specialty Chemicals | OPT+S | $272.29 | 38,723 | $10,543,921 | 95,687 | -28.8% |
| 2015-02-05 01:37 | 2015-02-03 | SXC | SunCoke Energy, Inc. | Henderson Frederick A. | Director, Officer; Chairman and CEO | Coking Coal | BUY | $15.48 | 3,209 | $49,673 | 116,000 | +2.8% |
| 2015-02-05 00:10 | 2015-02-03 | RPM | RPM INTERNATIONAL INC/DE/ | Gordon Russell L | Officer; VP and CFO | Specialty Chemicals | OPT+S | $47.70 | 2,112 | $100,746 | 88,519 | -2.3% |
| 2015-02-04 21:44 | 2015-02-03 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.30 | 1,750 | $525 | 7,515,356 | +0.0% |
| 2015-02-04 00:12 | 2015-02-03 | ALB | Albemarle Corporation | SHERMAN JOHN JR | Director | Specialty Chemicals | BUY | $48.49 | 2,500 | $121,220 | 12,500 | +25.0% |
| 2015-02-02 18:59 | 2015-01-30 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | OPT+S | $146.69 | 6,050 | $887,475 | 19,133 | -24.0% |
| 2015-02-03 01:34 | 2015-01-29 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.14 | 1,042 | $145 | 334,710 | -0.3% |
| 2015-02-03 02:14 | 2015-01-29 | VYST | Vystar Corp | Osborn Keith D. | 10% owner | Specialty Chemicals | BUY | $0.11 | 50,000 | $5,375 | 2,475,000 | +2.1% |
| 2015-02-03 02:46 | 2015-01-30 | MOS | MOSAIC CO | Davis Gary N. | Officer; Sr VP - Phosphate Operations | Agricultural Inputs | OPT+S | $49.48 | 6,750 | $334,005 | 29,047 | -18.9% |
| 2015-02-03 00:36 | 2015-02-02 | ALB | Albemarle Corporation | NOKES JIM W | Director | Specialty Chemicals | BUY | $47.47 | 3,000 | $142,407 | 13,811 | +27.7% |
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.