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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.

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Filing Date Trade Date Ticker Company Name Reporting Person Relationship Industry Type Price Qty Total, $ Owned After Change, %
2013-11-07 23:17 2013-11-05 CLF CLEVELAND-CLIFFS INC. GALLAGHER DONALD J Officer; EVP, Pres. Global Commercial Steel SALE $27.90 15,000 $418,517 32,840 -31.4%
2013-11-08 00:06 2013-11-05 RS RELIANCE, INC. HANNAH DAVID H Director, Officer; CEO and Chairman Steel SALE $74.56 20,000 $1,491,200 212,000 -8.6%
2013-11-08 01:41 2013-11-05 EXP EAGLE MATERIALS INC STEWART RICHARD ROSS Director Building Materials OPT+S $78.31 8,308 $650,560 1,392 -85.6%
2013-11-07 22:20 2013-11-05 APD Air Products and Chemicals Inc. BAEZA MARIO Director Specialty Chemicals SALE $108.75 1,380 $150,075 620 -69.0%
2013-11-06 23:06 2013-11-04 SMG SCOTTS MIRACLE-GRO CO Lukemire Michael C Officer; EVP, Business Execution Agricultural Inputs SALE $58.70 8,131 $477,294 16,471 -33.1%
2013-11-06 23:05 2013-11-04 SMG SCOTTS MIRACLE-GRO CO SANDERS BARRY W Officer; President and COO Agricultural Inputs SALE $58.70 8,131 $477,294 12,089 -40.2%
2013-11-07 01:48 2013-11-04 EXP EAGLE MATERIALS INC Powers David B Officer; Executive Vice President Building Materials OPT+S $78.47 9,219 $723,417 43,556 -17.5%
2013-11-06 21:45 2013-11-06 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC MIRZAYANTZ NICOLAS Officer; Group President Fragrance Specialty Chemicals SALE $85.00 3,000 $255,000 70,439 -4.1%
2013-11-06 23:06 2013-11-04 SMG SCOTTS MIRACLE-GRO CO STUMP DENISE Officer; EVP, Global Human Resources Agricultural Inputs SALE $58.70 8,131 $477,294 16,618 -32.9%
2013-11-06 22:50 2013-07-26 UFPI UFP INDUSTRIES INC COLEMAN ROBERT D Officer; Exec Vice Pres Manufacturing Lumber & Wood Production SALE $41.03 1,000 $41,026 55,849 -1.8%
2013-11-06 22:45 2013-07-25 UFPI UFP INDUSTRIES INC COLEMAN ROBERT D Officer; Exec Vice Pres Manufacturing Lumber & Wood Production SALE $40.35 1,000 $40,350 56,849 -1.7%
2013-11-06 22:42 2013-07-23 UFPI UFP INDUSTRIES INC COLEMAN ROBERT D Officer; Exec Vice Pres Manufacturing Lumber & Wood Production SALE $40.22 1,000 $40,220 57,849 -1.7%
2013-11-06 22:40 2013-07-19 UFPI UFP INDUSTRIES INC COLEMAN ROBERT D Officer; Exec Vice Pres Manufacturing Lumber & Wood Production SALE $40.15 1,000 $40,150 58,849 -1.7%
2013-11-07 01:22 2013-11-06 VHI VALHI INC /DE/ SIMMONS HAROLD C Director, Officer, 10% owner; Chairman of the Board Chemicals BUY $17.41 6,000 $104,439 1,865,880 +0.3%
2013-11-06 02:01 2013-11-01 CE Celanese Corp Nivica Gjon N Jr Officer; SVP, General Counsel and Sec. Chemicals OPT+S $55.74 21,502 $1,198,470 32,513 -39.8%
2013-11-06 00:19 2013-11-01 KWR QUAKER CHEMICAL CORP PLATZER L WILBERT Officer; VP & Managing Dtr - EMEA Specialty Chemicals OPT+S $74.50 5,892 $438,966 13,395 -30.5%
2013-11-06 00:23 2013-11-05 KWR QUAKER CHEMICAL CORP COOK WILLIAM ROLAND Director Specialty Chemicals SALE $74.13 3,000 $222,383 18,747 -13.8%
2013-11-06 00:43 2013-11-01 BCPC BALCHEM CORP FITZPATRICK FRANK Officer; CFO Specialty Chemicals OPT+S $55.90 13,500 $754,650 55,902 -19.5%
2013-11-06 00:20 2013-11-01 KWR QUAKER CHEMICAL CORP ROCK ROBERT H Director Specialty Chemicals SALE $74.50 2,000 $149,000 15,282 -11.6%
2013-11-05 01:09 2013-11-01 CBT CABOT CORP Kelly James Patrick Officer; Vice President and Controller Specialty Chemicals SALE $46.58 7,500 $349,321 25,761 -22.5%
2013-11-04 19:13 2013-11-01 CLF CLEVELAND-CLIFFS INC. Carrabba Joseph A Director, Officer; President & CEO Steel SALE $26.94 50,000 $1,347,000 224,688 -18.2%
2013-11-04 23:32 2013-11-01 OLN OLIN Corp BUNCH C ROBERT Director Chemicals BUY $22.47 12,500 $280,925 12,500 +100.0%
2013-11-05 01:35 2013-10-31 FCX FREEPORT-MCMORAN INC JOHNSTON J BENNETT Other Copper BUY $37.13 18,900 $701,725 120,085 +18.7%
2013-11-05 00:52 2013-11-04 VHI VALHI INC /DE/ SIMMONS HAROLD C Director, Officer, 10% owner; Chairman of the Board Chemicals BUY $18.02 2,000 $36,040 1,859,880 +0.1%
2013-11-01 21:18 2013-10-30 CMC COMMERCIAL METALS Co BRUDER ANN J. Officer; SR VP LAW, GOVERNMENT AFFAIRS Steel SALE $18.49 12,590 $232,789 20,087 -38.5%
2013-11-02 00:32 2013-10-31 ECL ECOLAB INC. Hickey Michael A Officer; EVP & Pres. Global Inst. Specialty Chemicals OPT+S $106.37 30,300 $3,223,011 27,712 -52.2%
2013-11-02 00:17 2013-10-31 HUN Huntsman CORP Huntsman James H Officer; Division President Chemicals SALE $23.08 300,000 $6,924,840 13,829,412 -2.1%
2013-11-01 21:52 2013-10-31 APD Air Products and Chemicals Inc. MCGLADE JOHN E Officer; Chairman, President and CEO Specialty Chemicals OPT+S $109.09 74,000 $8,072,660 155,469 -32.2%
2013-11-01 21:08 2013-10-30 CLF CLEVELAND-CLIFFS INC. GALLAGHER DONALD J Officer; EVP, Pres. Global Commercial Steel SALE $25.11 13,640 $342,500 47,840 -22.2%
2013-11-02 01:27 2013-10-30 CMP COMPASS MINERALS INTERNATIONAL INC UNDERDOWN RODNEY L Officer; CFO & Secretary Other Industrial Metals & Mining SALE $75.23 17,829 $1,341,269 32,929 -35.1%
2013-11-01 18:40 2013-10-30 SCL STEPAN CO STEPAN F QUINN Director, Officer; Chairman Specialty Chemicals SALE $60.00 4,000 $240,000 433,301 -0.9%
2013-10-31 20:06 2013-10-30 APD Air Products and Chemicals Inc. Ghasemi Seifi Director Specialty Chemicals BUY $108.09 15,000 $1,621,332 15,000 +100.0%
2013-11-01 01:26 2013-10-29 VYST Vystar Corp Osborn Keith D. 10% owner Specialty Chemicals BUY $0.05 30,000 $1,359 957,075 +3.2%
2013-10-31 20:06 2013-10-30 APD Air Products and Chemicals Inc. FORD W DOUGLAS Director Specialty Chemicals OPT+S $107.94 4,000 $431,760 0 -100.0%
2013-10-30 16:58 2013-10-29 UFPI UFP INDUSTRIES INC MORDELL MICHAEL F Officer; Exec VP Purchasing Lumber & Wood Production SALE $53.00 3,325 $176,225 4,535 -42.3%
2013-10-30 23:20 2013-10-28 SCL STEPAN CO STEPAN F QUINN Director, Officer; Chairman Specialty Chemicals SALE $60.03 1,400 $84,045 437,301 -0.3%
2013-10-31 01:59 2013-10-30 WDFC WD 40 CO IRWIN MICHAEL J Officer; Executive Vice President Specialty Chemicals SALE $72.18 12,176 $878,803 9,551 -56.0%
2013-10-31 01:48 2013-10-28 WDFC WD 40 CO RIDGE GARRY O Director, Officer; President & CEO Specialty Chemicals OPT+S $69.21 10,000 $692,090 70,412 -12.4%
2013-10-29 23:36 2013-10-28 SXT SENSIENT TECHNOLOGIES CORP CLYDESDALE FERGUS M Director Specialty Chemicals OPT+S $52.89 2,000 $105,779 17,353 -10.3%
2013-10-29 22:26 2013-10-28 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $63.42 200,000 $12,684,340 73,524,190 -0.3%
2013-10-29 00:49 2013-10-24 FCX FREEPORT-MCMORAN INC FLORES JAMES C Director, Officer; Vice Chairman of the Board Copper BUY $37.45 1,500,000 $56,171,250 1,386,041 +100.0%
2013-10-29 00:25 2013-10-25 NAN NexMetals Mining Corp. Sentient Global Resources Fund IV, L.P. 10% owner Other Industrial Metals & Mining BUY $0.00 3,298,500 $0 58,127,098 +6.0%
2013-10-28 23:58 2013-10-25 CLW Clearwater Paper Corp Hunter Johnathan D Officer; Vice President, Controller Paper & Paper Products SALE $52.03 2,101 $109,315 1,788 -54.0%
2013-10-29 04:02 2013-10-24 GEVO Gevo, Inc. Lund Brett Officer; EVP, GC and Secretary Specialty Chemicals SALE $1.75 515 $901 134,148 -0.4%
2013-10-29 03:59 2013-10-24 GEVO Gevo, Inc. Ryan Christopher Michael Officer; President and COO Specialty Chemicals SALE $1.74 472 $821 271,726 -0.2%
2013-10-29 01:09 2013-10-24 SCL STEPAN CO STEPAN F QUINN Director, Officer; Chairman Specialty Chemicals SALE $60.67 17,899 $1,085,923 438,701 -3.9%
2013-10-25 20:23 2013-10-23 SCL STEPAN CO Wynn H Edward Officer; VP, Gen'l Counsel & Secretary Specialty Chemicals OPT+S $61.51 699 $42,995 14,728 -4.5%
2013-10-26 01:02 2013-10-24 CE Celanese Corp Sterin Steven Officer; SVP & CFO Chemicals OPT+S $57.66 65,240 $3,761,738 63,549 -50.7%
2013-10-26 00:42 2013-10-23 CE Celanese Corp Jensen Christopher W Officer; SVP, Finance Chemicals OPT+S $57.47 20,630 $1,185,583 18,319 -53.0%
2013-10-25 21:04 2013-10-23 SYNL Ascent Industries Co. TERRY JAMES W JR Director Chemicals BUY $15.75 2,000 $31,492 7,400 +37.0%
SHOW ENTRIES

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.