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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 21:36 | 2026-05-27 | GEVO | Gevo, Inc. | Shafer Andrew | Officer; Chief Mktg Cust & Brnd Officer | Specialty Chemicals | SALE | $1.76 | 32,667 | $57,487 | 321,051 | -9.2% |
| 2026-05-29 21:37 | 2026-05-27 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director | Specialty Chemicals | SALE | $1.76 | 186,469 | $328,148 | 3,728,993 | -4.8% |
| 2026-05-29 21:34 | 2026-05-27 | GEVO | Gevo, Inc. | Bloom Paul D | Director, Officer; CEO | Specialty Chemicals | SALE | $1.76 | 75,735 | $133,278 | 1,518,588 | -4.8% |
| 2026-05-28 20:10 | 2026-05-26 | GGB | GERDAU S.A. | Metz Mauricio | Other | Steel | SALE | $4.70 | 5,000 | $23,500 | 29,536 | -14.5% |
| 2026-05-28 20:18 | 2026-05-26 | KWR | QUAKER CHEMICAL CORP | Bijlani Jeewat | Officer; EVP, Glob. Spec. & CGO | Specialty Chemicals | OPT+S | $145.77 | 731 | $106,556 | 6,748 | -9.8% |
| 2026-05-28 18:40 | 2026-05-27 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $75.62 | 9,652 | $729,884 | 567,321 | -1.7% |
| 2026-05-27 20:34 | 2026-05-22 | WS | Worthington Steel, Inc. | Larivey Clifford | Officer; President Flat Rolled Stl Proc | Steel | OPT+S | $40.09 | 11,105 | $445,249 | 64,308 | -14.7% |
| 2026-05-27 20:36 | 2026-05-27 | ECL | ECOLAB INC. | Vautrinot Suzanne M | Director | Specialty Chemicals | OPT+S | $264.98 | 1,004 | $266,040 | 11,651 | -7.9% |
| 2026-05-26 22:31 | 2024-03-08 | CRN | Coronado Global Resources Inc. | Bitzer Jeffrey D | Other | Coking Coal | SALE | $3.10 | 25,172 | $77,922 | 37,060 | -40.4% |
| 2026-05-26 22:32 | 2024-03-08 | CRN | Coronado Global Resources Inc. | Spindler Garold | Director, Officer; Interim CEO | Coking Coal | SALE | $3.75 | 159,503 | $598,805 | 113,167 | -58.5% |
| 2026-05-26 20:31 | 2026-05-22 | GGB | GERDAU S.A. | Japur Rafael Dorneles | Other | Steel | SALE | $4.75 | 5,000 | $23,750 | 96,967 | -4.9% |
| 2026-05-26 17:47 | 2026-05-22 | AMRZ | Amrize Ltd | Forrest Nollaig | Officer; Chief Mktg & Corp Affairs Off | Building Materials | BUY | $50.25 | 2,000 | $100,500 | 20,139 | +11.0% |
| 2026-05-22 21:39 | 2026-05-20 | PRM | Perimeter Solutions, Inc. | Khouri Haitham | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $31.73 | 229,535 | $7,284,110 | 1,874,615 | -10.9% |
| 2026-05-22 16:51 | 2026-05-21 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $177.83 | 200 | $35,565 | 1,807 | -10.0% |
| 2026-05-22 12:47 | 2026-05-19 | GGB | GERDAU S.A. | Peres Cesar Obino da Rosa | Officer; Officer | Steel | SALE | $4.60 | 8,000 | $36,800 | 8 | -99.9% |
| 2026-05-21 17:06 | 2026-05-20 | N-A | Inland Real Estate Income Trust, Inc. | Kyriazis Jerry | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $16.89 | 276 | $4,654 | 276 | +100.0% |
| 2026-05-21 16:36 | 2026-05-21 | AMRZ | Amrize Ltd | Brouwer Roald | Officer; Chief Technology Officer | Building Materials | BUY | $49.84 | 1,500 | $74,760 | 19,757 | +8.2% |
| 2026-05-21 16:31 | 2026-05-19 | AMRZ | Amrize Ltd | Gross Mario | Officer; Chief Supply Chain Officer | Building Materials | BUY | $49.01 | 4,000 | $196,032 | 34,747 | +13.0% |
| 2026-05-21 15:31 | 2026-05-13 | HDSN | HUDSON TECHNOLOGIES INC /NY | Parrillo Richard | Director | Specialty Chemicals | BUY | $4.83 | 10,000 | $48,257 | 195,746 | +5.4% |
| 2026-05-21 13:02 | 2026-05-19 | HDSN | HUDSON TECHNOLOGIES INC /NY | Bertaux Brian J. | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $4.87 | 2,000 | $9,740 | 2,000 | +100.0% |
| 2026-05-21 01:03 | 2026-05-20 | MP | MP Materials Corp. / DE | Rosenthal Michael Stuart | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $56.62 | 17,000 | $962,540 | 1,333,673 | +1.3% |
| 2026-05-20 20:15 | 2026-05-19 | AU | AngloGold Ashanti PLC | Busia Kojo Osei Frimpong | Director | Gold | SALE | $89.09 | 400 | $35,637 | 3,600 | -10.0% |
| 2026-05-20 19:13 | 2026-05-18 | AHNRF | ATHENA GOLD CORP | POWER JOHN C /CA/ | Director, Officer, 10% owner; President and CEO | Other Precious Metals & Mining | BUY | $0.33 | 10,102 | $3,321 | 7,500 | +100.0% |
| 2026-05-20 17:13 | 2026-05-18 | NUE | NUCOR CORP | Spicer Randy J | Officer; Executive Vice President | Steel | SALE | $225.00 | 2,500 | $562,500 | 20,510 | -10.9% |
| 2026-05-20 16:41 | 2026-05-15 | MERC | MERCER INTERNATIONAL INC. | KELLOGG PETER R | 10% owner | Paper & Paper Products | BUY | $0.96 | 700,000 | $672,420 | 1,957,000 | +55.7% |
| 2026-05-20 16:32 | 2026-05-18 | SXT | SENSIENT TECHNOLOGIES CORP | Hoang Thierry | Officer; VP, Asia Pacific Group | Specialty Chemicals | SALE | $115.19 | 400 | $46,076 | 13,909 | -2.8% |
| 2026-05-20 14:26 | 2026-05-19 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $49.39 | 19,001 | $938,452 | 515,000 | +3.8% |
| 2026-05-19 20:29 | 2026-05-12 | AVD | AMERICAN VANGUARD CORP | Gottschalk Patrick E | Director | Agricultural Inputs | BUY | $2.94 | 40,000 | $117,400 | 166,705 | +31.6% |
| 2026-05-19 20:30 | 2026-05-15 | CLMT | Calumet, Inc. /DE | Heritage Group | 10% owner, Other | Specialty Chemicals | SALE | $32.54 | 626,998 | $20,400,007 | 12,980,211 | -4.6% |
| 2026-05-20 00:09 | 2026-05-19 | AVD | AMERICAN VANGUARD CORP | Gottschalk Patrick E | Director | Agricultural Inputs | BUY | $2.70 | 25,000 | $67,500 | 191,705 | +15.0% |
| 2026-05-20 00:13 | 2026-05-18 | DC | Dakota Gold Corp. | Grafton Jennifer S | Director | Gold | SALE | $5.56 | 15,511 | $86,241 | 144,560 | -9.7% |
| 2026-05-19 20:37 | 2026-05-15 | ALB | ALBEMARLE CORP | Masters J Kent | Director, Officer; Chairman & CEO | Specialty Chemicals | SALE | $183.72 | 16,393 | $3,011,766 | 87,519 | -15.8% |
| 2026-05-19 20:19 | 2026-05-15 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair and CEO | Steel | OPT+S | $227.69 | 52,000 | $11,839,781 | 143,841 | -26.6% |
| 2026-05-19 17:28 | 2026-05-18 | CMCL | Caledonia Mining Corp Plc | Ndlovu July | Director | Gold | SALE | $17.19 | 20,000 | $343,800 | 229,089 | -8.0% |
| 2026-05-18 20:05 | 2026-05-15 | CRH | CRH PUBLIC LTD CO | ORiordain Padraig | Officer; See Remarks | Building Materials | SALE | $104.45 | 1,492 | $155,832 | 1,205 | -55.3% |
| 2026-05-18 21:06 | 2026-05-14 | AIAI | AIAI Holdings Corp | Weiszhaar Barbara Barton | Officer; SVP/CAO | Specialty Chemicals | SALE | $13.56 | 38,503 | $522,239 | 154,014 | -20.0% |
| 2026-05-18 19:51 | 2026-05-14 | LIN | LINDE PLC | WOOD ROBERT L | Director | Specialty Chemicals | SALE | $506.79 | 5,215 | $2,642,909 | 9,248 | -36.1% |
| 2026-05-19 00:11 | 2026-05-14 | SNES | SenesTech, Inc. | GLENBROOK CAPITAL MANAGEMENT | 10% owner | Specialty Chemicals | BUY | $1.67 | 32,120 | $53,486 | 925,755 | +3.6% |
| 2026-05-18 23:43 | 2026-05-15 | IAUX | i-80 Gold Corp. | Yopps Steven W. | Director | Gold | BUY | $1.47 | 50,000 | $73,500 | 50,000 | +100.0% |
| 2026-05-18 21:04 | 2026-05-14 | AIAI | AIAI Holdings Corp | Liebman Stephanie | Officer; EVP/CFO | Specialty Chemicals | SALE | $13.56 | 38,503 | $522,239 | 154,014 | -20.0% |
| 2026-05-18 20:40 | 2026-05-14 | SNES | SenesTech, Inc. | Edell Michael | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $1.67 | 3,000 | $5,013 | 3,000 | +100.0% |
| 2026-05-18 20:33 | 2026-05-15 | AMRZ | Amrize Ltd | Jenisch Jan Philipp | Director, Officer; Chairman & CEO | Building Materials | BUY | $49.53 | 28,417 | $1,407,571 | 512,000 | +5.9% |
| 2026-05-18 19:12 | 2026-05-18 | KRO | KRONOS WORLDWIDE INC | Kramer Kevin B | Director | Specialty Chemicals | BUY | $6.75 | 14,601 | $98,510 | 44,411 | +49.0% |
| 2026-05-18 18:41 | 2026-05-15 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $178.20 | 100 | $17,820 | 2,007 | -4.7% |
| 2026-05-18 15:07 | 2026-05-14 | CSTM | CONSTELLIUM SE | Jarrett Martin | Officer; SVP Chief Innovation Officer | Aluminum | SALE | $33.46 | 4,716 | $157,797 | 15,375 | -23.5% |
| 2026-05-18 15:13 | 2026-05-14 | CSTM | CONSTELLIUM SE | Soultz Bradley Lee | Director | Aluminum | BUY | $33.84 | 2,500 | $84,600 | 2,500 | +100.0% |
| 2026-05-18 13:58 | 2026-05-14 | MTX | MINERALS TECHNOLOGIES INC | DIETRICH DOUGLAS T | Director, Officer; CHAIRMAN AND CEO | Specialty Chemicals | OPT+S | $81.53 | 21,568 | $1,758,422 | 175,973 | -10.9% |
| 2026-05-18 10:07 | 2026-05-14 | TGLS | Tecnoglass Inc. | Energy Holding Corp | 10% owner | Building Materials | BUY | $40.51 | 100,000 | $4,050,580 | 20,831,985 | +0.5% |
| 2026-05-15 20:24 | 2026-05-11 | SSL | SASOL LTD | Pillay Sarushen Dhanapalan | Officer; EVP, Business Building | Specialty Chemicals | SALE | $13.14 | 2,182 | $28,678 | 16,313 | -11.8% |
| 2026-05-15 20:09 | 2026-05-13 | LYB | LyondellBasell Industries N.V. | Kaplan Jeffrey A | Officer; EVP, Chief PC, Leg & Corp Ofc | Specialty Chemicals | SALE | $74.16 | 10,000 | $741,573 | 96,674 | -9.4% |
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.