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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014-01-31 20:09 | 2014-01-30 | MLM | MARTIN MARIETTA MATERIALS INC | REDIKER DENNIS L | Director | Building Materials | OPT+S | $107.11 | 3,000 | $321,337 | 13,912 | -17.7% |
| 2014-01-29 00:54 | 2014-01-24 | SMG | SCOTTS MIRACLE-GRO CO | Smith Ivan C | Officer; EVP, GC and Secretary | Agricultural Inputs | SALE | $60.18 | 344 | $20,703 | 4,543 | -7.0% |
| 2014-01-29 00:54 | 2014-01-24 | SMG | SCOTTS MIRACLE-GRO CO | Smith Ivan C | Officer; EVP, GC and Secretary | Agricultural Inputs | OPT+S | $59.95 | 566 | $33,931 | 4,887 | -10.4% |
| 2014-01-28 17:31 | 2014-01-27 | PPG | PPG INDUSTRIES INC | ELIAS RICHARD C | Officer; Sr. VP, Optical & SpecMatls | Specialty Chemicals | SALE | $181.64 | 4,538 | $824,304 | 9,141 | -33.2% |
| 2014-01-28 23:39 | 2014-01-24 | SMG | SCOTTS MIRACLE-GRO CO | Lukemire Michael C | Officer; EVP, Business Execution | Agricultural Inputs | OPT+S | $59.94 | 1,089 | $65,279 | 17,182 | -6.0% |
| 2014-01-28 23:38 | 2014-01-24 | SMG | SCOTTS MIRACLE-GRO CO | Lukemire Michael C | Officer; EVP, Business Execution | Agricultural Inputs | SALE | $60.18 | 711 | $42,788 | 16,471 | -4.1% |
| 2014-01-29 00:45 | 2014-01-28 | ODC | Oil-Dri Corp of America | SELIG ALLAN H | Director | Specialty Chemicals | BUY | $35.08 | 3,000 | $105,240 | 20,000 | +17.6% |
| 2014-01-28 22:52 | 2014-01-24 | SMG | SCOTTS MIRACLE-GRO CO | SHERN STEPHANIE M | Director | Agricultural Inputs | OPT+S | $60.99 | 4,184 | $255,175 | 2,000 | -67.7% |
| 2014-01-29 02:06 | 2014-01-24 | SVBR | SILVER BULL RESOURCES, INC. | LAZARUS INVESTMENT PARTNERS LLLP | 10% owner | Other Industrial Metals & Mining | BUY | $0.33 | 25,000 | $8,250 | 16,373,690 | +0.2% |
| 2014-01-28 02:33 | 2014-01-23 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | OPT+S | $61.45 | 4,017 | $246,829 | 0 | -100.0% |
| 2014-01-25 01:42 | 2014-01-24 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $1.26 | 515 | $649 | 118,450 | -0.4% |
| 2014-01-25 01:42 | 2014-01-22 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $1.32 | 1,514 | $1,991 | 259,983 | -0.6% |
| 2014-01-25 01:34 | 2014-01-22 | BCPC | BALCHEM CORP | ROSSI DINO A | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $56.82 | 15,000 | $852,311 | 131,457 | -10.2% |
| 2014-01-23 19:38 | 2014-01-21 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $189.82 | 5,000 | $949,100 | 29,513 | -14.5% |
| 2014-01-24 01:30 | 2014-01-22 | ODC | Oil-Dri Corp of America | WASHOW LAWRENCE E | Director | Specialty Chemicals | BUY | $36.01 | 1,945 | $70,044 | 5,000 | +63.7% |
| 2014-01-21 17:54 | 2014-01-17 | REX | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $41.30 | 4,085 | $168,728 | 12,000 | -25.4% |
| 2014-01-21 23:04 | 2014-01-17 | SANW | S&W Seed Company | WICKERSHAM GROVER T | Director | Agricultural Inputs | BUY | $5.60 | 100,000 | $560,000 | 100,000 | +100.0% |
| 2014-01-22 00:15 | 2014-01-17 | ODC | Oil-Dri Corp of America | WASHOW LAWRENCE E | Director | Specialty Chemicals | BUY | $35.75 | 55 | $1,966 | 3,055 | +1.8% |
| 2014-01-22 00:35 | 2014-01-21 | NG | NOVAGOLD RESOURCES INC | Leathley Gillyeard J. | Director | Gold | SALE | $3.34 | 3,000 | $10,020 | 53,276 | -5.3% |
| 2014-01-21 23:50 | 2014-01-17 | NG | NOVAGOLD RESOURCES INC | Van Nieuwenhuyse Rick | Director | Gold | SALE | $3.25 | 126,000 | $409,500 | 438,840 | -22.3% |
| 2014-01-17 16:59 | 2014-01-16 | REX | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $41.16 | 2,000 | $82,324 | 16,085 | -11.1% |
| 2014-01-18 02:06 | 2014-01-15 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $0.13 | 4,717 | $618 | 118,965 | -3.8% |
| 2014-01-18 02:06 | 2014-01-15 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $1.29 | 7,310 | $9,430 | 271,091 | -2.6% |
| 2014-01-18 02:05 | 2014-01-15 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $1.29 | 2,558 | $3,300 | 261,497 | -1.0% |
| 2014-01-17 17:38 | 2014-01-16 | VMC | Vulcan Materials CO | Sansone Daniel F | Officer; Sr. VP & CFO | Building Materials | OPT+S | $60.00 | 2,500 | $150,000 | 17,274 | -12.6% |
| 2014-01-16 16:23 | 2014-01-14 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer, 10% owner; COB; CEO | Chemicals | SALE | $40.18 | 50,000 | $2,009,000 | 1,444,758 | -3.3% |
| 2014-01-16 21:04 | 2014-01-14 | ENZR | NextSource Materials Inc. | Yarie Quentin | Director | Other Industrial Metals & Mining | BUY | $0.12 | 500,000 | $60,000 | 825,000 | +153.8% |
| 2014-01-16 20:54 | 2014-01-14 | ENZR | NextSource Materials Inc. | Liabotis Peter D | Officer; SR V.P & CFO | Other Industrial Metals & Mining | BUY | $0.12 | 600,000 | $72,000 | 731,000 | +458.0% |
| 2014-01-16 20:30 | 2014-01-14 | ENZR | NextSource Materials Inc. | Scherba Craig S | Director, Officer; President & COO | Other Industrial Metals & Mining | BUY | $0.12 | 600,000 | $72,000 | 600,000 | +100.0% |
| 2014-01-16 20:02 | 2014-01-14 | ENZR | NextSource Materials Inc. | Schler Richard E | Director, Officer; CEO | Other Industrial Metals & Mining | BUY | $0.12 | 600,000 | $72,000 | 800,000 | +300.0% |
| 2014-01-16 21:46 | 2014-01-15 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; CFO | Specialty Chemicals | OPT+S | $56.53 | 14,000 | $791,356 | 52,964 | -20.9% |
| 2014-01-16 01:51 | 2014-01-15 | BCPC | BALCHEM CORP | FITZPATRICK FRANK | Officer; CFO | Specialty Chemicals | BUY | $34.20 | 28,000 | $957,536 | 52,964 | +112.2% |
| 2014-01-13 16:24 | 2014-01-10 | REX | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $41.16 | 1,835 | $75,529 | 18,085 | -9.2% |
| 2014-01-13 18:56 | 2014-01-10 | VMC | Vulcan Materials CO | Houston J Wayne | Officer; Senior VP-Human Resources | Building Materials | OPT+S | $60.00 | 10,000 | $600,000 | 1,870 | -84.2% |
| 2014-01-13 18:56 | 2014-01-10 | VMC | Vulcan Materials CO | Sansone Daniel F | Officer; Sr. VP & CFO | Building Materials | OPT+S | $60.00 | 9,500 | $570,000 | 17,274 | -35.5% |
| 2014-01-14 00:11 | 2014-01-10 | BCPC | BALCHEM CORP | LUDWIG DAVID F | Officer; VP/Gen Mgr/ARC Spec Prods | Specialty Chemicals | OPT+S | $56.05 | 13,500 | $756,663 | 31,025 | -30.3% |
| 2014-01-11 05:31 | 2013-12-19 | AUMN | Golden Minerals Co | VOGELS ROBERT P | Officer; Senior VP and CFO | Other Precious Metals & Mining | SALE | $0.46 | 5,000 | $2,300 | 281,831 | -1.7% |
| 2014-01-09 17:13 | 2014-01-07 | REX | REX AMERICAN RESOURCES Corp | ROSE STUART A | Director, Officer, 10% owner; COB; CEO | Chemicals | SALE | $41.25 | 75,000 | $3,093,750 | 1,494,758 | -4.8% |
| 2014-01-10 00:16 | 2014-01-08 | ALB | Albemarle Corporation | Tozier Scott | Officer; Sr VP, CFO & CAO | Specialty Chemicals | SALE | $64.35 | 1,339 | $86,165 | 31,403 | -4.1% |
| 2014-01-10 00:15 | 2014-01-08 | ALB | Albemarle Corporation | KISSAM LUTHER C IV | Director, Officer; President & CEO | Specialty Chemicals | SALE | $64.41 | 3,180 | $204,824 | 160,779 | -1.9% |
| 2014-01-10 00:14 | 2014-01-08 | ALB | Albemarle Corporation | NARWOLD KAREN G | Officer; VP, GC, Corp & Gov Aff | Specialty Chemicals | SALE | $64.11 | 771 | $49,429 | 16,970 | -4.3% |
| 2014-01-09 01:03 | 2014-01-07 | NG | NOVAGOLD RESOURCES INC | Van Nieuwenhuyse Rick | Director | Gold | OPT+S | $2.82 | 41,377 | $116,720 | 564,840 | -6.8% |
| 2014-01-08 02:15 | 2014-01-06 | LYB | LyondellBasell Industries N.V. | Smolik Samuel L. | Officer; VP HSE | Specialty Chemicals | OPT+S | $78.41 | 22,029 | $1,727,197 | 39,583 | -35.8% |
| 2014-01-08 01:28 | 2014-01-06 | NG | NOVAGOLD RESOURCES INC | Van Nieuwenhuyse Rick | Director | Gold | OPT+S | $3.00 | 1,000 | $3,000 | 438,280 | -0.2% |
| 2014-01-08 01:26 | 2014-01-06 | NG | NOVAGOLD RESOURCES INC | McConnell Gerald James | Director | Gold | OPT+S | $2.93 | 358 | $1,049 | 58,122 | -0.6% |
| 2014-01-06 18:29 | 2014-01-02 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $61.29 | 36,487 | $2,236,288 | 16,365,307 | -0.2% |
| 2014-01-06 23:40 | 2014-01-03 | NCQ | Trilogy Metals Inc. | McConnell Gerald James | Director | Other Industrial Metals & Mining | OPT+S | $1.62 | 94 | $152 | 6,629 | -1.4% |
| 2014-01-07 00:25 | 2014-01-02 | REE | RARE ELEMENT RESOURCES LTD | Scott Randall John | Director, Officer; President and CEO | Other Industrial Metals & Mining | BUY | $1.74 | 10,000 | $17,390 | 10,000 | +100.0% |
| 2014-01-06 18:30 | 2014-01-02 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN SUSAN | 10% owner | Agricultural Inputs | SALE | $61.29 | 36,487 | $2,236,288 | 1,737,768 | -2.1% |
| 2014-01-07 01:56 | 2014-01-03 | NG | NOVAGOLD RESOURCES INC | Van Nieuwenhuyse Rick | Director | Gold | OPT+S | $3.00 | 35,600 | $106,832 | 438,280 | -7.5% |
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.