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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014-08-27 00:31 | 2014-08-25 | ECL | ECOLAB INC. | Berger Larry L | Officer; Executive VP & CTO | Specialty Chemicals | SALE | $114.79 | 2,200 | $252,538 | 24,307 | -8.3% |
| 2014-08-26 18:33 | 2014-08-25 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Fortanet Francisco | Officer; SVP, Operations | Specialty Chemicals | SALE | $100.96 | 250 | $25,240 | 24,828 | -1.0% |
| 2014-08-26 23:17 | 2014-08-22 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | SALE | $21.27 | 25,000 | $531,713 | 328,611 | -7.1% |
| 2014-08-26 21:20 | 2014-08-22 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $48.32 | 1,000 | $48,324 | 56,493 | -1.7% |
| 2014-08-26 17:56 | 2014-08-25 | MMP | Magellan Midstream Partners, L.P. | Osborne Michael P | Officer; Senior VP & CFO | Aluminum | BUY | $83.15 | 500 | $41,576 | 500 | +100.0% |
| 2014-08-26 00:39 | 2014-08-25 | MERC | MERCER INTERNATIONAL INC. | STANNUS GENEVIEVE | Officer; Treasurer | Paper & Paper Products | SALE | $10.34 | 2,000 | $20,680 | 22,095 | -8.3% |
| 2014-08-25 23:33 | 2014-08-22 | WLK | WESTLAKE CORP | Chao James | Director, 10% owner | Specialty Chemicals | OPT+S | $93.57 | 42,379 | $3,965,560 | 100,126 | -29.7% |
| 2014-08-26 00:07 | 2014-08-21 | CE | Celanese Corp | WULFF JOHN K | Director | Chemicals | SALE | $61.31 | 15,000 | $919,578 | 30,009 | -33.3% |
| 2014-08-23 01:10 | 2014-08-20 | SANW | S&W Seed Company | FABRE FRED G | Officer; VP of Sales and Marketing | Agricultural Inputs | SALE | $6.13 | 5,000 | $30,650 | 205,000 | -2.4% |
| 2014-08-23 00:27 | 2014-08-20 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.46 | 1,042 | $479 | 362,117 | -0.3% |
| 2014-08-23 01:15 | 2014-08-21 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $99.50 | 3,000 | $298,500 | 39,937 | -7.0% |
| 2014-08-22 18:52 | 2014-08-20 | FF | FutureFuel Corp. | Bedell Donald C. | Director | Specialty Chemicals | BUY | $14.00 | 5,000 | $70,000 | 43,197 | +13.1% |
| 2014-08-22 22:23 | 2014-08-20 | KOP | Koppers Holdings Inc. | ZUGAY MICHAEL | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $35.42 | 10,000 | $354,200 | 10,000 | +100.0% |
| 2014-08-23 01:15 | 2014-08-21 | EXP | EAGLE MATERIALS INC | BARNETT F WILLIAM | Director | Building Materials | OPT+S | $99.51 | 22,468 | $2,235,768 | 5,527 | -80.3% |
| 2014-08-22 20:12 | 2014-08-21 | CDE | Coeur Mining, Inc. | MELLOR ROBERT E | Director, Officer; Chairman (non-executive) | Gold | BUY | $7.83 | 1,000 | $7,829 | 25,391 | +4.1% |
| 2014-08-22 19:05 | 2014-07-30 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | BUY | $32.74 | 170,000 | $5,565,120 | 419,367 | +68.2% |
| 2014-08-22 19:04 | 2014-07-31 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | BUY | $32.87 | 100,000 | $3,286,710 | 519,367 | +23.8% |
| 2014-08-22 19:02 | 2014-08-21 | SCCO | SOUTHERN COPPER CORP/ | VELASCO GERMAN LARREA MOTA | Director, Officer; Chairman of the Board | Copper | BUY | $31.36 | 100,000 | $3,135,780 | 619,367 | +19.3% |
| 2014-08-22 00:02 | 2014-08-21 | CLF | CLEVELAND-CLIFFS INC. | Fisher Robert P Jr | Director | Steel | BUY | $16.46 | 6,000 | $98,733 | 6,000 | +100.0% |
| 2014-08-22 02:14 | 2014-08-19 | VYST | Vystar Corp | Osborn Keith D. | 10% owner | Specialty Chemicals | BUY | $0.09 | 400,000 | $37,080 | 2,200,000 | +22.2% |
| 2014-08-21 23:05 | 2014-08-19 | KWR | QUAKER CHEMICAL CORP | BARRY MICHAEL F | Director, Officer; Chairman, CEO and President | Specialty Chemicals | SALE | $75.80 | 11,115 | $842,517 | 140,296 | -7.3% |
| 2014-08-21 22:11 | 2014-08-19 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $64.69 | 141,700 | $9,167,083 | 71,864,928 | -0.2% |
| 2014-08-20 23:08 | 2014-08-19 | K | KELLANOVA | Dangel Maribeth A. | Officer; VP-Corporate Controller | Gold | OPT+S | $64.46 | 7,770 | $500,879 | 1,474 | -84.1% |
| 2014-08-20 23:08 | 2014-08-19 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | OPT+S | $64.42 | 47,455 | $3,057,160 | 62,475 | -43.2% |
| 2014-08-20 23:31 | 2014-08-18 | PEIX | Alto Ingredients Inc. | Prince John L | Director | Specialty Chemicals | SALE | $21.06 | 11,974 | $252,194 | 17,744 | -40.3% |
| 2014-08-21 01:40 | 2014-08-20 | HUN | Huntsman CORP | Huntsman James H | Officer; Division President | Chemicals | OPT+S | $27.44 | 41,662 | $1,143,080 | 59,365 | -41.2% |
| 2014-08-20 23:37 | 2014-08-18 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; CFO & Secretary | Other Industrial Metals & Mining | OPT+S | $88.26 | 8,071 | $712,346 | 31,429 | -20.4% |
| 2014-08-19 16:09 | 2014-08-18 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Cantlon Angelica T. | Officer; SVP, Human Resources | Specialty Chemicals | SALE | $100.65 | 1,500 | $150,975 | 41,399 | -3.5% |
| 2014-08-19 18:54 | 2014-08-15 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $64.24 | 148,900 | $9,564,711 | 72,006,628 | -0.2% |
| 2014-08-19 22:35 | 2014-08-15 | SMG | SCOTTS MIRACLE-GRO CO | PORTER MICHAEL E | Director | Agricultural Inputs | BUY | $56.89 | 810 | $46,081 | 19,190 | +4.4% |
| 2014-08-19 13:19 | 2014-08-15 | IOSP | INNOSPEC INC. | Aldous Hugh | Director | Specialty Chemicals | BUY | $40.41 | 1,590 | $64,252 | 13,588 | +13.3% |
| 2014-08-18 18:27 | 2014-08-14 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; COB; CEO | Chemicals | SALE | $97.11 | 6,000 | $582,669 | 686,758 | -0.9% |
| 2014-08-18 16:50 | 2008-08-15 | REX | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $94.10 | 12,626 | $1,188,081 | 163,354 | -7.2% |
| 2014-08-18 22:09 | 2014-08-14 | CMC | COMMERCIAL METALS Co | BATCHELOR ADAM B. | Officer; VICE PRESIDENT OF STRATEGY AND | Steel | SALE | $17.31 | 1,100 | $19,038 | 9,367 | -10.5% |
| 2014-08-19 00:22 | 2014-08-13 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $0.47 | 11,356 | $5,304 | 355,361 | -3.1% |
| 2014-08-19 00:22 | 2014-08-13 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $0.47 | 4,368 | $2,046 | 363,159 | -1.2% |
| 2014-08-19 00:21 | 2014-08-18 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.46 | 4,238 | $1,949 | 104,800 | -3.9% |
| 2014-08-18 18:52 | 2014-08-13 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.47 | 1,099 | $518 | 109,038 | -1.0% |
| 2014-08-15 18:17 | 2014-08-13 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; COB; CEO | Chemicals | SALE | $95.07 | 36,000 | $3,422,412 | 692,758 | -4.9% |
| 2014-08-15 14:53 | 2014-08-13 | RE | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $94.15 | 5,000 | $470,766 | 172,980 | -2.8% |
| 2014-08-15 16:01 | 2014-08-14 | PPG | PPG INDUSTRIES INC | NAVIKAS DAVID B | Officer; Sr. VP Strat Plan & Corp Dev | Specialty Chemicals | OPT+S | $201.13 | 9,000 | $1,810,192 | 22,694 | -28.4% |
| 2014-08-16 00:15 | 2014-08-13 | GEVO | Gevo, Inc. | Roda Gregory | Officer; Chief Commercial Officer | Specialty Chemicals | SALE | $0.49 | 238 | $117 | 35,760 | -0.7% |
| 2014-08-16 00:14 | 2014-08-13 | GEVO | Gevo, Inc. | Willis Mike | Officer; CFO | Specialty Chemicals | SALE | $0.48 | 306 | $147 | 120,336 | -0.3% |
| 2014-08-15 19:27 | 2014-08-14 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | OPT+S | $63.97 | 45,950 | $2,939,242 | 50,979 | -47.4% |
| 2014-08-15 17:17 | 2014-08-13 | OLN | OLIN Corp | MCINTOSH JOHN L | Officer; SVP, Chemicals | Chemicals | OPT+S | $25.92 | 23,000 | $596,135 | 43,391 | -34.6% |
| 2014-08-16 00:10 | 2014-07-15 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; Vice President Administration | Specialty Chemicals | OPT+S | $53.06 | 14,000 | $742,907 | 72,798 | -16.1% |
| 2014-08-15 19:26 | 2014-08-13 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $64.00 | 109,400 | $7,001,731 | 72,155,528 | -0.2% |
| 2014-08-16 00:28 | 2014-08-13 | NJMC | Idaho Strategic Resources, Inc. | Swallow John | Director, Officer, 10% owner; President | Gold | BUY | $0.10 | 600,000 | $60,000 | 11,397,620 | +5.6% |
| 2014-08-15 19:28 | 2014-08-13 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | SALE | $39.16 | 20,000 | $783,200 | 61,433 | -24.6% |
| 2014-08-14 20:03 | 2014-08-12 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer; COB; CEO | Chemicals | SALE | $93.33 | 18,000 | $1,679,888 | 728,758 | -2.4% |
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.