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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-22 00:13 | 2025-05-19 | CC | Chemours Co | HOSTETTER SHANE | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $11.28 | 4,450 | $50,196 | 59,694 | +8.1% |
| 2025-05-22 00:20 | 2025-05-19 | VMC | Vulcan Materials CO | Hill J Thomas | Director, Officer; Chairman & CEO | Building Materials | OPT+S | $275.30 | 87,553 | $24,103,043 | 0 | -100.0% |
| 2025-05-21 23:54 | 2025-05-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.24 | 114,583 | $9,423,764 | 46,587,033 | -0.2% |
| 2025-05-21 01:55 | 2025-05-19 | LAC | LITHIUM AMERICAS CORP. | BROWN MICHAEL JOHN | Director | Other Industrial Metals & Mining | BUY | $2.82 | 100 | $282 | 5,201 | +2.0% |
| 2025-05-20 23:59 | 2025-05-16 | PRM | Perimeter Solutions, Inc. | Raj Vivek | Director | Specialty Chemicals | SALE | $11.78 | 268,810 | $3,166,716 | 100,132 | -72.9% |
| 2025-05-20 22:33 | 2025-05-16 | LIN | LINDE PLC | Strauss David P | Officer; Executive VP, Chief HR Officer | Specialty Chemicals | SALE | $457.04 | 1,987 | $908,212 | 22,639 | -8.1% |
| 2025-05-20 20:33 | 2025-05-19 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Palau Hernandez Margarita | Director | Specialty Chemicals | BUY | $77.42 | 850 | $65,807 | 2,393 | +55.1% |
| 2025-05-21 02:37 | 2025-05-20 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $37.06 | 22,987 | $851,898 | 1,021,175 | -2.2% |
| 2025-05-21 00:47 | 2025-05-20 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $1.15 | 5,000 | $5,732 | 312,430 | -1.6% |
| 2025-05-20 16:39 | 2025-05-16 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Bloomquist DeLyle W | Director, Officer; President and CEO | Chemicals | BUY | $3.95 | 63,291 | $249,879 | 486,024 | +15.0% |
| 2025-05-20 23:49 | 2025-05-20 | STLD | STEEL DYNAMICS INC | Alvarez Miguel | Officer; Senior Vice President | Steel | SALE | $135.26 | 7,495 | $1,013,774 | 125,319 | -5.6% |
| 2025-05-20 00:09 | 2025-05-19 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Yildiz Beril | Officer; CAO, SVP & Controller | Specialty Chemicals | SALE | $77.34 | 2,400 | $185,604 | 3,321 | -41.9% |
| 2025-05-20 00:56 | 2025-05-15 | HYMC | HYCROFT MINING HOLDING CORP | Thomas David Brian | Officer; SVP, General Manager | Gold | SALE | $3.01 | 1,876 | $5,647 | 80,876 | -2.3% |
| 2025-05-20 00:56 | 2025-05-15 | HYMC | HYCROFT MINING HOLDING CORP | Jennings Rebecca | Officer; SVP & General Counsel | Gold | SALE | $3.04 | 3,227 | $9,810 | 93,440 | -3.3% |
| 2025-05-19 22:18 | 2025-05-15 | VMC | Vulcan Materials CO | Clement David P | Officer; Senior Vice President | Building Materials | SALE | $270.00 | 1,500 | $405,000 | 2,832 | -34.6% |
| 2025-05-20 00:08 | 2025-05-19 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Landsman Stephen N | Officer; EVP, General Counsel | Specialty Chemicals | BUY | $77.28 | 12,000 | $927,355 | 12,000 | +100.0% |
| 2025-05-20 00:56 | 2025-05-15 | HYMC | HYCROFT MINING HOLDING CORP | RIDEOUT STANTON K | Officer; Executive Vice President & CFO | Gold | SALE | $3.02 | 5,222 | $15,770 | 142,837 | -3.5% |
| 2025-05-20 00:56 | 2025-05-15 | HYMC | HYCROFT MINING HOLDING CORP | GARRETT DIANE R | Director, Officer; President & CEO | Gold | SALE | $2.99 | 8,193 | $24,497 | 244,450 | -3.2% |
| 2025-05-16 22:00 | 2025-05-14 | ACNT | Ascent Industries Co. | Pan Anthony X | Officer; VP, Sales & Bus. Development | Chemicals | BUY | $11.66 | 5,400 | $62,990 | 2,693 | +100.0% |
| 2025-05-17 00:13 | 2025-05-15 | ECL | ECOLAB INC. | Cook Gregory B | Officer; EVP & PRES - INST GROUP | Specialty Chemicals | OPT+S | $253.00 | 2,234 | $565,202 | 9,135 | -19.6% |
| 2025-05-16 23:49 | 2025-05-14 | BLSK | Bolt Projects Holdings, Inc. | Nardi Cintia | Officer; PRESIDENT | Specialty Chemicals | SALE | $5.88 | 4,727 | $27,791 | 6,627 | -41.6% |
| 2025-05-15 23:05 | 2025-05-13 | CRH | CRH PUBLIC LTD CO | ORiordain Padraig | Officer; Group General Counsel | Building Materials | BUY | $99.16 | 1,492 | $147,941 | 1,492 | +100.0% |
| 2025-05-16 04:57 | 2025-05-13 | BSLK | Bolt Projects Holdings, Inc. | Golden Arrow Sponsor, LLC | 10% owner | Specialty Chemicals | SALE | $6.52 | 4,006 | $26,116 | 419,074 | -0.9% |
| 2025-05-16 00:32 | 2025-05-13 | CTVA | Corteva, Inc. | FUERER CORNEL B | Officer; See Remarks | Agricultural Inputs | OPT+S | $68.06 | 55,242 | $3,759,771 | 101,641 | -35.2% |
| 2025-05-16 01:44 | 2025-05-13 | PRM | Perimeter Solutions, Inc. | Raj Vivek | Director | Specialty Chemicals | SALE | $11.93 | 102,284 | $1,219,911 | 368,942 | -21.7% |
| 2025-05-16 00:27 | 2025-05-15 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Khan Mehmood | Director | Specialty Chemicals | BUY | $75.33 | 4,000 | $301,314 | 4,604 | +662.3% |
| 2025-05-15 23:17 | 2025-05-13 | CLMT | Calumet, Inc. /DE | Sheets Daniel L | Director | Specialty Chemicals | SALE | $13.86 | 40,000 | $554,200 | 26,824 | -59.9% |
| 2025-05-16 00:39 | 2025-05-14 | SSD | Simpson Manufacturing Co., Inc. | ANDRASICK JAMES S | Director | Lumber & Wood Production | SALE | $165.38 | 866 | $143,219 | 783 | -52.5% |
| 2025-05-16 04:11 | 2025-05-13 | IOSP | INNOSPEC INC. | PARRETTE LESLIE J | Director | Specialty Chemicals | SALE | $90.63 | 446 | $40,421 | 5,497 | -7.5% |
| 2025-05-14 23:04 | 2025-05-13 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | SALE | $82.30 | 1,490,000 | $122,627,000 | 21,705,988 | -6.4% |
| 2025-05-14 23:39 | 2025-05-12 | NEU | NEWMARKET CORP | Hazelgrove Bruce R III | Officer; EVP & CAO | Specialty Chemicals | SALE | $642.43 | 311 | $199,796 | 358 | -46.5% |
| 2025-05-15 00:10 | 2025-05-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $81.79 | 114,583 | $9,372,225 | 46,701,616 | -0.2% |
| 2025-05-14 02:00 | 2025-05-13 | OEC | Orion S.A. | Painter Corning F. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $11.08 | 20,000 | $221,632 | 1,084,375 | +1.9% |
| 2025-05-13 23:17 | 2025-05-09 | KWR | QUAKER CHEMICAL CORP | BERQUIST JOSEPH A | Director, Officer; CEO and President | Specialty Chemicals | BUY | $103.62 | 482 | $49,944 | 12,243 | +4.1% |
| 2025-05-12 23:46 | 2025-05-09 | CDE | Coeur Mining, Inc. | Beaudoin Pierre | Director | Gold | OPT+S | $7.30 | 60,551 | $442,204 | 188,362 | -24.3% |
| 2025-05-12 23:46 | 2025-05-09 | CDE | Coeur Mining, Inc. | Watkinson Kenneth J | Officer; VP, Corporate Controller & CAO | Gold | SALE | $7.40 | 12,350 | $91,390 | 122,104 | -9.2% |
| 2025-05-13 00:26 | 2025-05-09 | SXT | SENSIENT TECHNOLOGIES CORP | Ferruzzi Mario | Director | Specialty Chemicals | SALE | $95.45 | 1,668 | $159,215 | 7,946 | -17.3% |
| 2025-05-13 03:17 | 2025-05-08 | RYES | Rise Gold Corp. | Mullin Joseph E III | Officer; President and CEO | Gold | BUY | $0.08 | 243,902 | $20,000 | 621,095 | +64.7% |
| 2025-05-12 23:41 | 2025-05-08 | RYES | Rise Gold Corp. | Oliver Daniel Jr | Director, 10% owner | Gold | BUY | $0.08 | 7,099,942 | $582,195 | 13,663,191 | +108.2% |
| 2025-05-13 00:37 | 2025-05-08 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; PRESIDENT CEO | Other Industrial Metals & Mining | BUY | $0.10 | 500,000 | $50,000 | 957,750 | +109.2% |
| 2025-05-12 19:54 | 2025-05-08 | MERC | MERCER INTERNATIONAL INC. | Merforth Carsten | Officer; COO, Wood Products | Paper & Paper Products | BUY | $3.62 | 7,000 | $25,312 | 22,651 | +44.7% |
| 2025-05-09 23:51 | 2025-05-07 | ECL | ECOLAB INC. | Alfano Nicholas J. | Officer; EVP & PRES - GLOBAL INDUSTRIAL | Specialty Chemicals | OPT+S | $253.75 | 9,930 | $2,519,738 | 4,708 | -67.8% |
| 2025-05-09 15:00 | 2025-05-07 | TROX | Tronox Holdings plc | Neuman Jeffrey N | Officer; SVP, General Counsel & Sec. | Chemicals | BUY | $4.89 | 10,266 | $50,196 | 10,266 | +100.0% |
| 2025-05-09 23:54 | 2025-05-07 | ECL | ECOLAB INC. | MacLennan David | Director | Specialty Chemicals | BUY | $251.75 | 500 | $125,873 | 19,465 | +2.6% |
| 2025-05-10 00:03 | 2025-05-08 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Fyrwald J Erik | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $73.97 | 25,000 | $1,849,253 | 62,070 | +67.4% |
| 2025-05-09 21:06 | 2025-05-07 | MERC | MERCER INTERNATIONAL INC. | BECK WOLFGANG | Officer; Sr. VP, Global Wood Sourcing | Paper & Paper Products | BUY | $3.60 | 8,791 | $31,687 | 35,054 | +33.5% |
| 2025-05-09 23:11 | 2025-05-08 | MOS | MOSAIC CO | Bodine Bruce M. | Director, Officer; President and CEO | Agricultural Inputs | SALE | $31.56 | 180,708 | $5,703,144 | 0 | -100.0% |
| 2025-05-09 23:49 | 2025-05-09 | NG | NOVAGOLD RESOURCES INC | Electrum Strategic Resources L.P. | 10% owner | Gold | BUY | $3.75 | 13,333,334 | $50,000,003 | 92,902,813 | +16.8% |
| 2025-05-08 20:31 | 2025-05-06 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $37.66 | 59,701 | $2,248,340 | 1,044,162 | -5.4% |
| 2025-05-08 14:28 | 2025-05-07 | HUN | Huntsman CORP | Huntsman Peter R | Director, Officer; Chairman, President & CEO | Chemicals | BUY | $11.19 | 45,000 | $503,406 | 6,600,227 | +0.7% |
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.