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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014-11-26 02:20 | 2014-11-20 | ECL | ECOLAB INC. | SEIFERT JAMES J | Officer; Ex.VP, Gen. Counsel & Secy. | Specialty Chemicals | OPT+S | $113.75 | 23,100 | $2,627,546 | 25,473 | -47.6% |
| 2014-11-26 00:24 | 2014-11-24 | KWR | QUAKER CHEMICAL CORP | CALDWELL DONALD R | Director | Specialty Chemicals | SALE | $82.14 | 1,230 | $101,032 | 12,067 | -9.3% |
| 2014-11-26 01:25 | 2014-11-25 | LYB | LyondellBasell Industries N.V. | CARROLL MILTON | Director | Specialty Chemicals | SALE | $90.76 | 2,720 | $246,859 | 4,899 | -35.7% |
| 2014-11-26 03:45 | 2014-11-24 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | OPT+S | $60.00 | 15,021 | $901,272 | 0 | -100.0% |
| 2014-11-26 00:36 | 2014-11-24 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | 10% owner | Agricultural Inputs | SALE | $60.06 | 35,000 | $2,102,100 | 1,910,789 | -1.8% |
| 2014-11-25 20:27 | 2014-11-21 | MMP | Magellan Midstream Partners, L.P. | Korner Lisa J | Officer; Senior Vice President | Aluminum | SALE | $87.06 | 6,066 | $528,121 | 57,617 | -9.5% |
| 2014-11-25 01:21 | 2014-11-13 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $60.16 | 104,604 | $6,292,977 | 15,995,307 | -0.6% |
| 2014-11-24 23:25 | 2014-11-20 | PAH | Element Solutions Inc | Stanhope Investments | 10% owner | Specialty Chemicals | SALE | $26.02 | 351,193 | $9,136,286 | 19,232,140 | -1.8% |
| 2014-11-25 04:48 | 2014-11-24 | APD | Air Products and Chemicals Inc. | Ghasemi Seifi | Officer; Chairman, Pres. and CEO | Specialty Chemicals | BUY | $144.67 | 30,000 | $4,340,055 | 130,026 | +30.0% |
| 2014-11-24 23:33 | 2014-11-20 | OLN | OLIN Corp | Greer GBruce | Officer; VP, Strategic Planning & IT | Chemicals | SALE | $25.16 | 4,772 | $120,054 | 2,980 | -61.6% |
| 2014-11-25 01:09 | 2014-11-13 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PETER | 10% owner | Agricultural Inputs | SALE | $60.16 | 104,604 | $6,292,977 | 1,832,233 | -5.4% |
| 2014-11-24 23:05 | 2014-11-21 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $43.74 | 500 | $21,871 | 56,607 | -0.9% |
| 2014-11-21 18:47 | 2014-11-19 | PAH | Element Solutions Inc | Stanhope Investments | 10% owner | Specialty Chemicals | SALE | $26.06 | 205,954 | $5,367,882 | 19,583,333 | -1.0% |
| 2014-11-21 22:53 | 2014-11-19 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; CFO & Secretary | Other Industrial Metals & Mining | OPT+S | $90.57 | 3,322 | $300,874 | 31,429 | -9.6% |
| 2014-11-22 02:00 | 2014-11-20 | BCPC | BALCHEM CORP | ROSSI DINO A | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $63.97 | 24,400 | $1,560,941 | 137,565 | -15.1% |
| 2014-11-21 21:32 | 2014-11-20 | PAH | Element Solutions Inc | ONEAL E STANLEY | Director | Specialty Chemicals | BUY | $25.96 | 30,000 | $778,776 | 272,698 | +12.4% |
| 2014-11-21 20:36 | 2014-11-21 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $0.95 | 2,000 | $1,900 | 1,462,662 | +0.1% |
| 2014-11-20 18:37 | 2014-11-17 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.40 | 10,673 | $4,222 | 87,553 | -10.9% |
| 2014-11-21 00:18 | 2014-11-18 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $43.55 | 1,000 | $43,552 | 56,607 | -1.7% |
| 2014-11-21 00:37 | 2014-11-19 | CMP | COMPASS MINERALS INTERNATIONAL INC | Miller Robert Dana | Officer; Senior Vice President | Other Industrial Metals & Mining | OPT+S | $90.50 | 2,639 | $238,830 | 0 | -100.0% |
| 2014-11-21 02:11 | 2014-11-20 | ECL | ECOLAB INC. | BAKER DOUGLAS M JR | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $113.39 | 45,000 | $5,102,370 | 344,759 | -11.5% |
| 2014-11-20 17:28 | 2014-11-19 | PAH | Element Solutions Inc | ONEAL E STANLEY | Director | Specialty Chemicals | BUY | $26.02 | 47,601 | $1,238,545 | 242,698 | +24.4% |
| 2014-11-21 00:37 | 2014-11-19 | MMP | Magellan Midstream Partners, L.P. | MEARS MICHAEL N | Director, Officer; President & CEO | Aluminum | SALE | $88.01 | 20,000 | $1,760,224 | 122,868 | -14.0% |
| 2014-11-21 02:18 | 2014-11-19 | MMP | Magellan Midstream Partners, L.P. | RILEY BRETT C | Officer; Senior Vice President | Aluminum | SALE | $88.00 | 15,000 | $1,319,967 | 40,958 | -26.8% |
| 2014-11-21 04:45 | 2014-11-18 | CMT | CORE MOLDING TECHNOLOGIES INC | CROWLEY JAMES F | Director | Specialty Chemicals | SALE | $12.88 | 3,221 | $41,486 | 36,262 | -8.2% |
| 2014-11-20 21:39 | 2014-11-19 | STLD | STEEL DYNAMICS INC | BUSSE KEITH E | Director | Steel | OPT+S | $22.36 | 3,096 | $69,223 | 1,094,665 | -0.3% |
| 2014-11-19 23:37 | 2014-11-18 | LYB | LyondellBasell Industries N.V. | Vasnetsov Sergey | Officer; SVP Strategic Planning | Specialty Chemicals | SALE | $88.92 | 34,977 | $3,109,994 | 54,622 | -39.0% |
| 2014-11-20 01:23 | 2014-11-17 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.40 | 3,601 | $1,434 | 345,529 | -1.0% |
| 2014-11-19 16:43 | 2014-11-18 | APD | Air Products and Chemicals Inc. | Ghasemi Seifi | Officer; Chairman, Pres. and CEO | Specialty Chemicals | BUY | $138.97 | 23,000 | $3,196,310 | 100,026 | +29.9% |
| 2014-11-20 00:32 | 2014-11-18 | MOS | MOSAIC CO | McLellan Richard N | Officer; Sr Vice President-Commercial | Agricultural Inputs | OPT+S | $46.72 | 13,915 | $650,142 | 33,220 | -29.5% |
| 2014-11-20 01:35 | 2014-11-18 | CMT | CORE MOLDING TECHNOLOGIES INC | CROWLEY JAMES F | Director | Specialty Chemicals | SALE | $12.88 | 3,221 | $41,486 | 14,698 | -18.0% |
| 2014-11-19 00:09 | 2014-11-14 | AXTA | Axalta Coating Systems Ltd. | CP V General Partner, L.L.C. | 10% owner | Specialty Chemicals | SALE | $18.53 | 57,500,000 | $1,065,475,000 | 170,311,996 | -25.2% |
| 2014-11-19 00:06 | 2014-11-14 | AXTA | Axalta Coating Systems Ltd. | Carlyle Group Management L.L.C. | 10% owner | Specialty Chemicals | SALE | $18.53 | 57,500,000 | $1,065,475,000 | 170,311,996 | -25.2% |
| 2014-11-19 01:09 | 2014-11-18 | VMC | Vulcan Materials CO | Clements David P | Officer; Senior Vice President, Central | Building Materials | OPT+S | $67.15 | 3,400 | $228,322 | 0 | -100.0% |
| 2014-11-19 01:09 | 2014-11-18 | VMC | Vulcan Materials CO | Mills Michael R | Officer; Senior Vice President and Gene | Building Materials | OPT+S | $66.12 | 4,900 | $323,992 | 4,892 | -50.0% |
| 2014-11-18 23:41 | 2014-11-17 | OLN | OLIN Corp | Curley Stephen C | Officer; VP & Treasurer | Chemicals | OPT+S | $25.23 | 8,500 | $214,441 | 13,420 | -38.8% |
| 2014-11-19 01:47 | 2014-11-17 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; EVP - Legal, Compliance & HR | Aluminum | SALE | $72.73 | 2,000 | $145,460 | 30,929 | -6.1% |
| 2014-11-18 17:02 | 2014-11-11 | ZEUS | Olympic Steel Inc. | MARABITO RICHARD T | Officer; Chief Financial Officer | Steel | BUY | $18.10 | 2,300 | $41,632 | 25,414 | +10.0% |
| 2014-11-19 01:02 | 2014-11-17 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; Vice President Administration | Specialty Chemicals | OPT+S | $64.62 | 14,000 | $904,610 | 72,798 | -16.1% |
| 2014-11-19 01:42 | 2014-11-17 | KALU | KAISER ALUMINUM CORP | Murdy William F | Director | Aluminum | SALE | $72.49 | 1,000 | $72,488 | 17,784 | -5.3% |
| 2014-11-18 23:53 | 2014-11-14 | CTGO | Contango ORE, Inc. | JUNEAU JOHN B | Director, Officer; President and CEO | Gold | BUY | $6.26 | 77,100 | $482,284 | 50,898 | +100.0% |
| 2014-11-18 23:27 | 2014-11-17 | MLM | MARTIN MARIETTA MATERIALS INC | ZELNAK STEPHEN P JR | Director | Building Materials | BUY | $125.64 | 5,700 | $716,132 | 20,813 | +37.7% |
| 2014-11-18 17:02 | 2014-11-11 | ZEUS | Olympic Steel Inc. | MANSON RICHARD A | Officer; Vice President and Treasurer | Steel | BUY | $18.00 | 1,500 | $27,000 | 9,447 | +18.9% |
| 2014-11-17 22:23 | 2014-11-13 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $60.16 | 104,604 | $6,292,977 | 16,204,515 | -0.6% |
| 2014-11-17 18:30 | 2014-11-14 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer; Sr. VP & Gen. Counsel | Specialty Chemicals | OPT+S | $205.11 | 2,975 | $610,202 | 16,468 | -15.3% |
| 2014-11-17 21:23 | 2014-11-13 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.36 | 619 | $223 | 98,226 | -0.6% |
| 2014-11-17 21:22 | 2014-11-13 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.37 | 238 | $88 | 35,046 | -0.7% |
| 2014-11-17 19:32 | 2014-11-13 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.36 | 1,809 | $651 | 349,130 | -0.5% |
| 2014-11-17 22:25 | 2014-11-13 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PETER | 10% owner | Agricultural Inputs | SALE | $60.16 | 104,604 | $6,292,977 | 1,994,205 | -5.0% |
| 2014-11-18 01:28 | 2014-11-17 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $65.03 | 50,000 | $3,251,305 | 71,474,190 | -0.1% |
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.