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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-02-02 21:16 | 2015-01-30 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; SVP-Finance & CFO | Specialty Chemicals | OPT+S | $273.97 | 28,723 | $7,869,169 | 76,480 | -27.3% |
| 2015-01-31 04:10 | 2015-01-29 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON SHARON H | 10% owner | Lumber & Wood Production | SALE | $33.34 | 49,312 | $1,643,909 | 6,306,236 | -0.8% |
| 2015-01-30 19:28 | 2015-01-29 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Ruperto Frank A | Officer; CFO, SVP Finance & Strategy | Chemicals | BUY | $17.41 | 6,000 | $104,465 | 30,297 | +24.7% |
| 2015-01-31 00:49 | 2015-01-30 | ALB | Albemarle Corporation | Maine Douglas L | Director | Specialty Chemicals | BUY | $48.48 | 7,847 | $380,423 | 30,000 | +35.4% |
| 2015-01-30 19:28 | 2015-01-30 | RYAM | RAYONIER ADVANCED MATERIALS INC. | BOYNTON PAUL G | Director, Officer; Chairman, President and CEO | Chemicals | BUY | $17.11 | 10,000 | $171,100 | 117,558 | +9.3% |
| 2015-01-29 02:57 | 2015-01-27 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | SALE | $63.38 | 3,408 | $216,000 | 2,870 | -54.3% |
| 2015-01-29 03:50 | 2015-01-27 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman and CEO | Agricultural Inputs | SALE | $63.68 | 13,958 | $888,825 | 8,785 | -61.4% |
| 2015-01-28 01:34 | 2015-01-26 | CMC | COMMERCIAL METALS Co | HICKEY ADAM R | Officer; VICE PRESIDENT & CONTROLLER | Steel | BUY | $13.15 | 1,000 | $13,150 | 10,611 | +10.4% |
| 2015-01-27 23:47 | 2015-01-23 | PPG | PPG INDUSTRIES INC | NAVIKAS DAVID B | Officer; Sr. VP Strat Plan & Corp Dev | Specialty Chemicals | OPT+S | $229.19 | 8,290 | $1,899,985 | 22,694 | -26.8% |
| 2015-01-28 01:31 | 2015-01-26 | CMC | COMMERCIAL METALS Co | BEST RHYS J | Director | Steel | BUY | $13.23 | 7,500 | $99,205 | 50,027 | +17.6% |
| 2015-01-26 20:09 | 2015-01-22 | VMC | Vulcan Materials CO | Duke William K | Officer; President, Mideast Division | Building Materials | OPT+S | $69.50 | 1,700 | $118,150 | 20,171 | -7.8% |
| 2015-01-23 22:20 | 2015-01-21 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.31 | 82,515 | $25,481 | 7,513,606 | +1.1% |
| 2015-01-24 00:25 | 2015-01-21 | NJMC | Idaho Strategic Resources, Inc. | STEINER DELBERT W | Director | Gold | BUY | $0.08 | 100,000 | $8,000 | 1,150,000 | +9.5% |
| 2015-01-22 19:23 | 2015-01-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $69.01 | 70,800 | $4,886,078 | 70,974,190 | -0.1% |
| 2015-01-22 21:19 | 2015-01-21 | NJMC | Idaho Strategic Resources, Inc. | Swallow John | Director, 10% owner | Gold | BUY | $0.08 | 250,000 | $20,000 | 11,647,620 | +2.2% |
| 2015-01-22 00:25 | 2015-01-20 | CMC | COMMERCIAL METALS Co | Guido Robert L | Director | Steel | BUY | $13.08 | 10,000 | $130,839 | 43,639 | +29.7% |
| 2015-01-21 18:59 | 2015-01-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $69.00 | 29,200 | $2,014,800 | 71,044,990 | 0.0% |
| 2015-01-20 23:27 | 2015-01-16 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.29 | 2,119 | $615 | 335,752 | -0.6% |
| 2015-01-20 23:26 | 2015-01-16 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.31 | 6,054 | $1,877 | 321,296 | -1.8% |
| 2015-01-20 23:24 | 2015-01-16 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.29 | 4,238 | $1,229 | 76,879 | -5.2% |
| 2015-01-21 00:44 | 2015-01-15 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $70.95 | 1,500 | $106,422 | 27,929 | -5.1% |
| 2015-01-17 03:29 | 2015-01-15 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.31 | 440 | $136 | 337,871 | -0.1% |
| 2015-01-17 00:58 | 2015-01-13 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.32 | 5,301 | $1,671 | 328,605 | -1.6% |
| 2015-01-17 00:53 | 2015-01-15 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.30 | 480 | $144 | 81,117 | -0.6% |
| 2015-01-16 20:04 | 2015-01-15 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $67.70 | 100,000 | $6,769,680 | 71,074,190 | -0.1% |
| 2015-01-15 20:07 | 2015-01-06 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.32 | 713 | $228 | 115,547 | -0.6% |
| 2015-01-16 01:53 | 2015-01-15 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; Vice President Administration | Specialty Chemicals | OPT+S | $60.59 | 14,000 | $848,208 | 70,783 | -16.5% |
| 2015-01-16 05:18 | 2014-11-03 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | BUY | $28.87 | 50,000 | $1,443,520 | 1,619,367 | +3.2% |
| 2015-01-14 23:56 | 2015-01-13 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.33 | 306 | $101 | 115,241 | -0.3% |
| 2015-01-14 23:55 | 2015-01-13 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.32 | 1,809 | $579 | 338,311 | -0.5% |
| 2015-01-14 23:54 | 2015-01-13 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.33 | 238 | $79 | 34,570 | -0.7% |
| 2015-01-14 23:53 | 2015-01-13 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.32 | 619 | $198 | 81,597 | -0.8% |
| 2015-01-14 21:07 | 2014-11-02 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | BUY | $28.87 | 50,000 | $1,443,520 | 1,619,367 | +3.2% |
| 2015-01-12 19:28 | 2014-12-05 | UFPI | UFP INDUSTRIES INC | Tutas David A. | Officer; VP Legal, Gen Csl, Secty | Lumber & Wood Production | SALE | $50.00 | 263 | $13,150 | 1,827 | -12.6% |
| 2015-01-13 01:39 | 2015-01-12 | BCPC | BALCHEM CORP | LUDWIG DAVID F | Officer; VP/Gen Mgr/ARC Spec Prods | Specialty Chemicals | OPT+S | $61.43 | 15,000 | $921,474 | 31,031 | -32.6% |
| 2015-01-12 22:09 | 2015-01-09 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.32 | 69,985 | $22,136 | 7,430,191 | +1.0% |
| 2015-01-09 22:44 | 2015-01-08 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $62.93 | 5,981 | $376,384 | 15,944,869 | 0.0% |
| 2015-01-10 00:18 | 2014-08-09 | WOLV | Wolverine Resources Corp. | Costerd Lee | Director, Officer; President, Sec./Treas. | Other Industrial Metals & Mining | BUY | $0.01 | 3,000,000 | $30,000 | 5,912,460 | +103.0% |
| 2015-01-10 02:20 | 2015-01-07 | BCPC | BALCHEM CORP | ROSSI DINO A | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $61.19 | 24,200 | $1,480,825 | 133,840 | -15.3% |
| 2015-01-09 22:46 | 2015-01-08 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | 10% owner | Agricultural Inputs | SALE | $62.93 | 5,981 | $376,384 | 2,861,281 | -0.2% |
| 2015-01-09 01:45 | 2015-01-08 | CMC | COMMERCIAL METALS Co | Smith Barbara | Officer; SVP/ CHIEF FINANCIAL OFFICER | Steel | BUY | $14.45 | 1,000 | $14,450 | 120,842 | +0.8% |
| 2015-01-09 01:44 | 2015-01-08 | CMC | COMMERCIAL METALS Co | ALVARADO JOSEPH | Director, Officer; CHAIRMAN OF THE BOARD, PRESIDE | Steel | BUY | $14.55 | 2,000 | $29,099 | 376,428 | +0.5% |
| 2015-01-07 17:22 | 2015-01-06 | ALB | Albemarle Corporation | Tozier Scott | Officer; Sr VP, CFO & CAO | Specialty Chemicals | SALE | $57.70 | 170 | $9,809 | 25,799 | -0.7% |
| 2015-01-07 17:20 | 2015-01-06 | ALB | Albemarle Corporation | KISSAM LUTHER C IV | Director, Officer; President & CEO | Specialty Chemicals | SALE | $57.74 | 776 | $44,806 | 163,185 | -0.5% |
| 2015-01-07 17:25 | 2015-01-06 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; VP, GC, Corp & Gov Aff | Specialty Chemicals | SALE | $57.73 | 113 | $6,523 | 15,718 | -0.7% |
| 2015-01-07 01:17 | 2014-01-06 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.32 | 713 | $228 | 115,547 | -0.6% |
| 2015-01-06 04:41 | 2015-01-02 | SANW | S&W Seed Company | GREWAL MARK S | Director, Officer; President and CEO | Agricultural Inputs | OPT+S | $3.90 | 1,181 | $4,610 | 90,807 | -1.3% |
| 2015-01-06 04:20 | 2015-01-02 | SANW | S&W Seed Company | Szot Matthew K | Officer; EVP Finance and Admin and CFO | Agricultural Inputs | OPT+S | $3.90 | 1,100 | $4,294 | 35,679 | -3.0% |
| 2015-01-06 05:14 | 2014-12-31 | GPRE | Green Plains Inc. | Tourbillon Capital Partners LP | 10% owner | Chemicals | BUY | $24.82 | 160,432 | $3,981,922 | 30,529 | +100.0% |
| 2015-01-02 22:57 | 2014-12-30 | GPRE | Green Plains Inc. | Tourbillon Capital Partners LP | 10% owner | Chemicals | BUY | $25.16 | 40,000 | $1,006,244 | 30,097 | +100.0% |
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.