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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-08 02:04 | 2025-04-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.03 | 114,583 | $9,399,209 | 47,274,531 | -0.2% |
| 2025-04-08 02:59 | 2025-04-03 | GDRZF | GOLD RESERVE LTD | Camac Capital, LLC | 10% owner | Gold | BUY | $1.67 | 32,475 | $54,321 | 9,585,728 | +0.3% |
| 2025-04-08 01:42 | 2025-04-03 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $68.81 | 12,434 | $855,581 | 219,620 | +6.0% |
| 2025-04-05 04:15 | 2025-04-03 | LAC | LITHIUM AMERICAS CORP. | BROWN MICHAEL JOHN | Director | Other Industrial Metals & Mining | BUY | $2.71 | 1,000 | $2,710 | 5,101 | +24.4% |
| 2025-04-05 03:30 | 2025-03-31 | CTGO | Contango ORE, Inc. | Green Darwin | Director | Gold | SALE | $10.40 | 1,500 | $15,600 | 35,812 | -4.0% |
| 2025-04-04 23:03 | 2025-04-03 | FF | FutureFuel Corp. | Rowe Richard P. | Director | Specialty Chemicals | BUY | $3.95 | 15,000 | $59,250 | 20,000 | +300.0% |
| 2025-04-04 23:03 | 2025-04-03 | FF | FutureFuel Corp. | Bedell Donald C. | Director | Specialty Chemicals | BUY | $4.00 | 10,000 | $40,000 | 109,975 | +10.0% |
| 2025-04-05 00:08 | 2025-04-02 | DC | Dakota Gold Corp. | QUARTERMAIN ROBERT | Director, Officer; PRESIDENT AND CEO | Gold | BUY | $2.58 | 65,000 | $167,999 | 0 | +100.0% |
| 2025-04-04 21:47 | 2024-10-15 | DYNR | DYNARESOURCE, INC. | DIEPHOLZ KOY W | Director, 10% owner | Other Precious Metals & Mining | BUY | $0.90 | 1,145 | $1,033 | 3,180,000 | +0.0% |
| 2025-04-04 00:19 | 2025-03-27 | BLTH | AMERICAN BATTERY MATERIALS, INC. | Lipson Adam C | Director | Other Industrial Metals & Mining | BUY | $6.87 | 800 | $5,499 | 1,612,633 | +0.0% |
| 2025-04-03 23:36 | 2025-04-01 | NEM | NEWMONT Corp /DE/ | Brook Bruce R | Director | Gold | SALE | $48.46 | 2,077 | $100,651 | 45,839 | -4.3% |
| 2025-04-03 23:33 | 2025-04-01 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP, Chief Sustain & Dev Off | Gold | SALE | $48.46 | 3,000 | $145,380 | 83,526 | -3.5% |
| 2025-04-02 17:47 | 2025-04-01 | TMC | TMC the metals Co Inc. | Shesky Craig | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $1.66 | 353,702 | $585,518 | 1,145,717 | -23.6% |
| 2025-04-02 16:00 | 2025-04-01 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | BUY | $10.22 | 5,000 | $51,100 | 550,869 | +0.9% |
| 2025-04-02 23:03 | 2025-04-01 | XPL | SOLITARIO RESOURCES CORP. | LABATE JOHN A | Director | Other Industrial Metals & Mining | SALE | $0.60 | 41,667 | $25,000 | 223,333 | -15.7% |
| 2025-04-02 23:10 | 2025-04-01 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President and CEO | Other Industrial Metals & Mining | BUY | $0.60 | 41,667 | $25,000 | 2,333,667 | +1.8% |
| 2025-04-02 01:36 | 2025-04-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $22.24 | 4,000 | $88,960 | 36,363 | -9.9% |
| 2025-04-02 03:57 | 2025-03-28 | PPTA | PERPETUA RESOURCES CORP. | Lyon Mckinsey Margaret | Officer; (See remarks (5)) | Other Precious Metals & Mining | SALE | $11.00 | 20,000 | $220,000 | 89,154 | -18.3% |
| 2025-04-01 22:16 | 2025-04-01 | FUL | FULLER H B CO | Mastin Celeste Beeks | Director, Officer; President and CEO | Specialty Chemicals | BUY | $56.66 | 3,500 | $198,310 | 3,500 | +100.0% |
| 2025-04-02 02:12 | 2025-03-28 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $74.87 | 5,490 | $411,043 | 207,186 | +2.7% |
| 2025-03-31 16:56 | 2025-03-27 | CMC | COMMERCIAL METALS Co | MATT PETER R | Director, Officer; President and CEO | Steel | BUY | $48.30 | 6,100 | $294,630 | 129,417 | +4.9% |
| 2025-04-01 01:53 | 2025-03-27 | GDRZF | GOLD RESERVE LTD | Camac Capital, LLC | 10% owner | Gold | BUY | $1.77 | 37,000 | $65,601 | 9,553,253 | +0.4% |
| 2025-03-29 01:36 | 2025-03-26 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $30.56 | 10,266 | $313,755 | 1,104,263 | -0.9% |
| 2025-03-28 23:40 | 2025-03-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.44 | 114,583 | $9,446,062 | 47,389,114 | -0.2% |
| 2025-03-28 04:40 | 2025-03-25 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $27.03 | 414,812 | $11,211,829 | 13,842,256 | -2.9% |
| 2025-03-28 04:20 | 2025-03-25 | METC | Ramaco Resources, Inc. | Yorktown XI Associates LLC | 10% owner | Coking Coal | SALE | $8.22 | 216,154 | $1,776,894 | 1,011,736 | -17.6% |
| 2025-03-28 04:15 | 2025-03-25 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners XI, L.P. | 10% owner | Coking Coal | SALE | $8.22 | 216,154 | $1,776,894 | 1,011,736 | -17.6% |
| 2025-03-27 23:16 | 2025-03-26 | CMP | COMPASS MINERALS INTERNATIONAL INC | Reece Joseph E | Director | Other Industrial Metals & Mining | BUY | $9.68 | 5,000 | $48,400 | 21,000 | +31.3% |
| 2025-03-28 04:33 | 2025-03-25 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $8.21 | 543,377 | $4,460,799 | 1,011,736 | -34.9% |
| 2025-03-28 04:27 | 2025-03-25 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $8.21 | 543,377 | $4,460,799 | 1,011,736 | -34.9% |
| 2025-03-28 00:45 | 2025-03-25 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $75.00 | 1,238 | $92,850 | 201,696 | +0.6% |
| 2025-03-26 23:43 | 2025-03-24 | CLMT | Calumet, Inc. /DE | Mawer Stephen P | Director | Specialty Chemicals | SALE | $12.88 | 3,655 | $47,076 | 287,307 | -1.3% |
| 2025-03-26 20:30 | 2025-03-25 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | BUY | $9.98 | 10,000 | $99,800 | 545,869 | +1.9% |
| 2025-03-27 01:28 | 2025-03-24 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Cust Mkt & Brnd Officer | Specialty Chemicals | SALE | $1.33 | 10,000 | $13,253 | 322,430 | -3.0% |
| 2025-03-25 20:02 | 2025-03-24 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | SALE | $66.13 | 20,232 | $1,337,942 | 111,662 | -15.3% |
| 2025-03-26 04:27 | 2025-03-24 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $30.62 | 24,177 | $740,203 | 1,114,529 | -2.1% |
| 2025-03-25 23:17 | 2025-03-24 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $44.00 | 1,000 | $44,000 | 23,467 | -4.1% |
| 2025-03-24 17:06 | 2025-03-21 | ACNT | Ascent Industries Co. | Srinivas Ravi Ramesh | Other | Chemicals | BUY | $12.65 | 4,000 | $50,610 | 12,000 | +50.0% |
| 2025-03-25 04:59 | 2025-03-20 | METC | Ramaco Resources, Inc. | Yorktown XI Associates LLC | 10% owner | Coking Coal | SALE | $8.77 | 254,547 | $2,231,308 | 1,052,404 | -19.5% |
| 2025-03-25 04:59 | 2025-03-20 | METC | Ramaco Resources, Inc. | Yorktown Energy Partners XI, L.P. | 10% owner | Coking Coal | SALE | $8.77 | 254,547 | $2,231,308 | 1,052,404 | -19.5% |
| 2025-03-25 00:29 | 2025-03-20 | CENX | CENTURY ALUMINUM CO | Hoffman Robert F | Officer; SVP, IT and CAO | Aluminum | SALE | $20.24 | 5,000 | $101,200 | 59,083 | -7.8% |
| 2025-03-25 04:59 | 2025-03-20 | METC | Ramaco Resources, Inc. | LEIDEL PETER A | Director | Coking Coal | SALE | $8.76 | 635,936 | $5,570,736 | 1,052,404 | -37.7% |
| 2025-03-25 04:59 | 2025-03-20 | METC | Ramaco Resources, Inc. | LAWRENCE BRYAN H | Director | Coking Coal | SALE | $8.76 | 635,936 | $5,570,736 | 1,052,404 | -37.7% |
| 2025-03-25 01:20 | 2025-03-21 | GDRZF | GOLD RESERVE LTD | Camac Capital, LLC | 10% owner | Gold | BUY | $8.50 | 433,400 | $3,682,600 | 9,516,253 | +4.8% |
| 2025-03-22 04:15 | 2025-03-20 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $27.04 | 95,621 | $2,585,592 | 14,257,068 | -0.7% |
| 2025-03-21 23:23 | 2025-03-19 | ESI | Element Solutions Inc | FRANKLIN MARTIN E | Director | Specialty Chemicals | SALE | $26.10 | 2,000,000 | $52,200,000 | 109,100 | -94.8% |
| 2025-03-22 00:30 | 2025-03-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.31 | 114,583 | $9,430,994 | 47,503,697 | -0.2% |
| 2025-03-20 23:13 | 2025-03-19 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $29.27 | 3,784 | $110,768 | 361,512 | -1.0% |
| 2025-03-20 04:18 | 2025-03-17 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $26.76 | 1,290,387 | $34,532,692 | 14,352,689 | -8.2% |
| 2025-03-19 15:30 | 2025-03-18 | TROX | Tronox Holdings plc | Jones Stephen J | Director | Chemicals | BUY | $7.17 | 30,000 | $215,130 | 30,000 | +100.0% |
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.