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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-28 20:35 | 2026-09-25 | CLMT | Calumet, Inc. /DE | Mawer Stephen P | Director | Specialty Chemicals | OPT+S | $0.00 | 24,555 | $0 | 348,410 | -6.6% |
| 2026-09-25 21:04 | 2026-09-23 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.92 | 6,342 | $18,524 | 508,524 | +1.3% |
| 2026-09-25 22:52 | 2026-09-25 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.91 | 545 | $1,588 | 509,069 | +0.1% |
| 2026-09-25 22:47 | 2026-09-25 | CX | CEMEX SAB DE CV | Zambrano Lozano Rogelio | Director | Building Materials | BUY | $17.28 | 400,800 | $6,926,305 | 10,000,000 | +4.2% |
| 2026-09-25 20:32 | 2026-09-23 | GGB | GERDAU S.A. | Johannpeter Claudio | Other | Steel | SALE | $4.94 | 85,607 | $422,899 | 0 | -100.0% |
| 2026-09-25 19:38 | 2026-09-24 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $200.00 | 100 | $20,000 | 1,503 | -6.2% |
| 2026-09-24 23:31 | 2026-09-08 | SSL | SASOL LTD | Bester Victor | Officer; EVP, Operations and Projects | Specialty Chemicals | SALE | $12.70 | 2,852 | $36,226 | 26,855 | -9.6% |
| 2026-09-24 23:35 | 2026-09-08 | SSL | SASOL LTD | Pillay Sarushen Dhanapalan | Officer; EVP, Business Building | Specialty Chemicals | SALE | $12.70 | 782 | $9,933 | 16,396 | -4.6% |
| 2026-09-24 23:38 | 2026-09-08 | SSL | SASOL LTD | Bruns Walt Paul | Director, Officer; Chief Financial Officer | Specialty Chemicals | SALE | $12.70 | 7,890 | $100,219 | 54,628 | -12.6% |
| 2026-09-24 23:40 | 2026-09-08 | SSL | SASOL LTD | Baloyi Simon | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $12.70 | 5,041 | $64,031 | 104,129 | -4.6% |
| 2026-09-24 23:29 | 2026-09-08 | SSL | SASOL LTD | Siyaya Sandile Lawrence | Officer; EVP, Mining | Specialty Chemicals | SALE | $12.70 | 2,842 | $36,099 | 301 | -90.4% |
| 2026-09-24 23:19 | 2026-09-08 | SSL | SASOL LTD | Kahla Vuyo Dominic | Director, Officer; EVP, Commercial and Legal | Specialty Chemicals | SALE | $12.70 | 22,608 | $287,167 | 114,792 | -16.5% |
| 2026-09-24 01:16 | 2026-09-21 | LCU | Lion Copper Corp. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $4.36 | 1,000 | $4,360 | 3,178,056 | +0.0% |
| 2026-09-23 21:48 | 2026-09-22 | AIAI | AIAI Holdings Corp | Affeldt Eric | Director | Specialty Chemicals | BUY | $3.50 | 42,857 | $150,000 | 47,857 | +857.1% |
| 2026-09-23 21:03 | 2026-09-21 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.10 | 13,515 | $68,924 | 5,229,968 | +0.3% |
| 2026-09-23 20:51 | 2026-09-22 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $90.65 | 166,000 | $15,047,253 | 1,041 | -99.4% |
| 2026-09-23 15:08 | 2026-09-21 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $102.31 | 1,000 | $102,310 | 15,633 | -6.0% |
| 2026-09-23 15:09 | 2026-09-21 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $101.93 | 20 | $2,039 | 22,428 | -0.1% |
| 2026-09-22 20:50 | 2026-09-18 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.90 | 882 | $2,561 | 502,182 | +0.2% |
| 2026-09-21 20:30 | 2026-09-17 | GGB | GERDAU S.A. | Lopes Rafael Gamboa | Other | Steel | SALE | $5.09 | 51,800 | $263,662 | 83,399 | -38.3% |
| 2026-09-18 20:16 | 2026-09-16 | HDSN | HUDSON TECHNOLOGIES INC /NY | Hartree Partners, LP | 10% owner | Specialty Chemicals | BUY | $5.10 | 11,136 | $56,794 | 5,216,453 | +0.2% |
| 2026-09-18 21:34 | 2026-09-16 | THM | INTERNATIONAL TOWER HILL MINES LTD | Wiens David Victor | Director, Officer; Chief Executive Officer | Gold | BUY | $2.39 | 83,682 | $200,000 | 684,047 | +13.9% |
| 2026-09-18 20:06 | 2026-09-17 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $92.40 | 73,925 | $6,830,463 | 12,109 | -85.9% |
| 2026-09-17 20:18 | 2026-09-15 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.89 | 10,000 | $28,948 | 501,300 | +2.0% |
| 2026-09-17 10:30 | 2026-09-15 | LXU | LSB INDUSTRIES, INC. | Ackerman Jonathan Z. | Director | Chemicals | BUY | $11.30 | 1,000 | $11,300 | 11,252 | +9.8% |
| 2026-09-16 18:53 | 2026-09-14 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $101.12 | 1,000 | $101,119 | 16,633 | -5.7% |
| 2026-09-16 18:54 | 2026-09-14 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $100.68 | 1,950 | $196,329 | 22,448 | -8.0% |
| 2026-09-16 01:55 | 2026-09-11 | LCU | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $4.90 | 11,297 | $55,365 | 3,177,056 | +0.4% |
| 2026-09-15 20:26 | 2026-09-14 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $0.84 | 1,000 | $840 | 9,000 | +12.5% |
| 2026-09-14 20:00 | 2026-09-10 | ECVT | Ecovyst Inc. | Humble Patti A. | Director | Specialty Chemicals | BUY | $10.05 | 24,875 | $249,994 | 33,974 | +273.4% |
| 2026-09-14 22:43 | 2026-09-10 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.90 | 5,914 | $17,150 | 491,300 | +1.2% |
| 2026-09-14 21:03 | 2026-09-11 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $87.40 | 54,991 | $4,806,472 | 70,040 | -44.0% |
| 2026-09-14 21:14 | 2026-09-11 | PPG | PPG INDUSTRIES INC | Hefel Juliane M. | Officer; Sr. VP, Ind Coatings & Sp Prod | Specialty Chemicals | BUY | $105.31 | 13 | $1,409 | 1,915 | +0.7% |
| 2026-09-14 20:35 | 2026-09-11 | ECL | ECOLAB INC. | Green Eric Mark | Director | Specialty Chemicals | BUY | $276.64 | 3,690 | $1,020,798 | 7,947 | +86.7% |
| 2026-09-14 20:39 | 2026-09-14 | ALTO | Alto Ingredients, Inc. | NATHAN GILBERT E | Director | Specialty Chemicals | BUY | $3.93 | 10,000 | $39,299 | 866,393 | +1.2% |
| 2026-09-11 21:36 | 2026-09-10 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Sites Eric | Director | Specialty Chemicals | BUY | $1.83 | 1,500 | $2,750 | 2,500 | +150.0% |
| 2026-09-11 20:44 | 2026-09-10 | SSD | Simpson Manufacturing Co., Inc. | Olosky Michael | Director, Officer; President and CEO | Lumber & Wood Production | SALE | $172.84 | 3,502 | $605,286 | 51,398 | -6.4% |
| 2026-09-11 20:09 | 2026-09-09 | NWPX | NWPX Infrastructure, Inc. | FRANSON MICHAEL C | Director | Steel | SALE | $105.30 | 3,500 | $368,563 | 15,924 | -18.0% |
| 2026-09-11 20:10 | 2026-09-09 | USLM | UNITED STATES LIME & MINERALS INC | Candou Holdings Ltd. | 10% owner | Building Materials | BUY | $110.00 | 20,000 | $2,200,000 | 17,673,780 | +0.1% |
| 2026-09-11 20:12 | 2026-09-09 | USLM | UNITED STATES LIME & MINERALS INC | DOUMET ANTOINE M | Director | Building Materials | SALE | $110.00 | 20,000 | $2,200,000 | 90,000 | -18.2% |
| 2026-09-11 20:01 | 2026-09-09 | DC | Dakota Gold Corp. | CAMPBELL SHAWN | Officer; CHIEF DEVELOPMENT OFFICER | Gold | SALE | $6.03 | 1,906 | $11,493 | 356,401 | -0.5% |
| 2026-09-11 01:45 | - | ASPI | ASP Isotopes Inc. | Ainscow Robert | Officer; COO | Chemicals | SALE | $4.29 | 8,438 | $36,216 | 2,248,441 | -0.4% |
| 2026-09-11 00:09 | 2026-09-09 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $0.87 | 2,000 | $1,740 | 8,000 | +33.3% |
| 2026-09-10 23:03 | 2026-09-09 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $86.61 | 53,627 | $4,644,366 | 125,031 | -30.0% |
| 2026-09-10 20:11 | 2026-09-09 | FMC | FMC CORP | Pfeiffer Nicholas | Officer; Corporate Controller | Agricultural Inputs | SALE | $12.78 | 1,251 | $15,982 | 28,513 | -4.2% |
| 2026-09-10 18:35 | 2026-09-08 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $105.87 | 1,000 | $105,869 | 17,633 | -5.4% |
| 2026-09-10 18:36 | 2026-09-08 | NWPX | NWPX Infrastructure, Inc. | Wilkins Aaron | Officer; CFO | Steel | SALE | $106.52 | 1,500 | $159,780 | 24,398 | -5.8% |
| 2026-09-10 18:34 | 2026-09-08 | NWPX | NWPX Infrastructure, Inc. | ROMAN RICHARD A | Director | Steel | SALE | $105.72 | 4,000 | $422,877 | 30,340 | -11.6% |
| 2026-09-10 13:00 | 2026-09-08 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $210.00 | 100 | $21,000 | 1,503 | -6.2% |
| 2026-09-10 01:29 | 2026-09-09 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Sites Eric | Director | Specialty Chemicals | BUY | $1.90 | 1,000 | $1,900 | 1,000 | +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.