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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-25 10:56 | 2026-08-24 | AIAI | AIAI Holdings Corp | Carlton Charles Craig | 10% owner | Specialty Chemicals | BUY | $6.09 | 8,250 | $50,243 | 9,221,250 | +0.1% |
| 2026-08-24 22:49 | 2026-08-20 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $86.00 | 125,000 | $10,750,000 | 43,765 | -74.1% |
| 2026-08-24 22:01 | 2026-08-21 | GEVO | Gevo, Inc. | Barber James J | Director | Specialty Chemicals | BUY | $1.54 | 50,000 | $77,000 | 120,000 | +71.4% |
| 2026-08-24 22:02 | 2026-08-21 | GEVO | Gevo, Inc. | Kettner David Michael | Officer; Chief Legal & Emrg Biz Officer | Specialty Chemicals | BUY | $1.55 | 12,500 | $19,369 | 276,788 | +4.7% |
| 2026-08-24 21:19 | 2026-08-21 | AHNRF | ATHENA GOLD CORP | POWER JOHN C /CA/ | Director, Officer, 10% owner; Secretary | Other Precious Metals & Mining | BUY | $0.27 | 7,000 | $1,890 | 14,500 | +93.3% |
| 2026-08-24 20:17 | 2026-08-21 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $210.51 | 15,000 | $3,157,631 | 1,015,394 | +1.5% |
| 2026-08-24 15:14 | 2026-08-20 | HL | HECLA MINING CO/DE/ | Malone Patrick Shay | Officer; VP - Sustainability | Other Precious Metals & Mining | SALE | $20.76 | 23,994 | $498,137 | 174,644 | -12.1% |
| 2026-08-24 15:09 | 2026-08-21 | AIAI | AIAI Holdings Corp | Carlton Charles Craig | 10% owner | Specialty Chemicals | BUY | $6.98 | 14,250 | $99,428 | 9,213,250 | +0.2% |
| 2026-08-21 20:13 | 2026-08-19 | MOS | MOSAIC CO | Precourt Walter F. III | Officer; SVP - Chief Admin Officer | Agricultural Inputs | SALE | $22.12 | 23,000 | $508,760 | 116,198 | -16.5% |
| 2026-08-21 23:52 | 2026-08-20 | JCTC | JEWETT CAMERON TRADING CO LTD | AJB Investment Fund II, LP | 10% owner | Lumber & Wood Production | BUY | $2.90 | 10,897 | $31,638 | 467,247 | +2.4% |
| 2026-08-21 20:10 | 2026-08-19 | AUGO | Aura Minerals Inc. | Rosa Luvizotto Glauber | Officer; Chief Operating Officer | Gold | SALE | $80.20 | 64,713 | $5,189,983 | 224,515 | -22.4% |
| 2026-08-21 19:52 | 2026-08-20 | HL | HECLA MINING CO/DE/ | Malone Patrick Shay | Officer; VP - Sustainability | Other Precious Metals & Mining | SALE | $20.76 | 23,994 | $498,137 | 0 | -100.0% |
| 2026-08-21 18:04 | 2026-08-19 | HCC | WARRIOR MET COAL, INC. | Chopin Brian M | Officer; CHIEF ACCOUNTING OFFICER | Coking Coal | SALE | $104.02 | 3,232 | $336,193 | 21,110 | -13.3% |
| 2026-08-21 17:08 | 2026-08-19 | HCC | WARRIOR MET COAL, INC. | Williams Stephen D. | Director | Coking Coal | SALE | $104.23 | 4,800 | $500,304 | 30,303 | -13.7% |
| 2026-08-21 17:08 | 2026-08-19 | HCC | WARRIOR MET COAL, INC. | SCHELLER WALTER J | Director, Officer; CHIEF EXECUTIVE OFFICER | Coking Coal | SALE | $105.00 | 50,000 | $5,250,000 | 317,793 | -13.6% |
| 2026-08-21 10:09 | 2026-08-19 | AIAI | AIAI Holdings Corp | Remy Donald Michael | Director | Specialty Chemicals | BUY | $5.31 | 905 | $4,806 | 62,462 | +1.5% |
| 2026-08-21 01:07 | 2026-08-18 | AVD | AMERICAN VANGUARD CORP | ROSENBLOOM KEITH M | Director | Agricultural Inputs | SALE | $2.20 | 556,580 | $1,224,476 | 15,201 | -97.3% |
| 2026-08-21 00:43 | 2026-08-20 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $193.50 | 15,000 | $2,902,551 | 1,000,394 | +1.5% |
| 2026-08-21 00:17 | 2026-08-18 | IAUX | i-80 Gold Corp. | Savarie David Roger | Officer; EVP, General Counsel | Gold | BUY | $1.59 | 4,575 | $7,274 | 274,275 | +1.7% |
| 2026-08-20 23:12 | 2026-08-19 | CX | CEMEX SAB DE CV | Elizondo de la Garza Oscar Balmore | Officer; VP of Global Ent. Services | Building Materials | SALE | $10.68 | 212,680 | $2,271,422 | 289,490 | -42.4% |
| 2026-08-20 22:29 | 2026-08-19 | CDE | Coeur Mining, Inc. | Nault Casey M. | Officer; EVP, GC & Secretary | Gold | SALE | $20.00 | 10,000 | $200,000 | 540,086 | -1.8% |
| 2026-08-20 22:30 | 2026-08-18 | IAUX | i-80 Gold Corp. | Young Richard Scott | Director, Officer; President and CEO | Gold | BUY | $1.62 | 1,000,000 | $1,620,000 | 5,971,000 | +20.1% |
| 2026-08-20 22:30 | 2026-08-19 | CDE | Coeur Mining, Inc. | THOMPSON J KENNETH | Director | Gold | SALE | $20.77 | 25,000 | $519,250 | 257,333 | -8.9% |
| 2026-08-20 22:21 | 2026-08-18 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Winger Matthew C. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $1.71 | 5,200 | $8,910 | 251,116 | +2.1% |
| 2026-08-20 22:28 | 2026-08-19 | CDE | Coeur Mining, Inc. | Whelan Thomas S | Officer; EVP & CFO | Gold | SALE | $20.87 | 6,000 | $125,220 | 0 | -100.0% |
| 2026-08-20 21:07 | 2026-08-19 | AIAI | AIAI Holdings Corp | Affeldt Eric | Director | Specialty Chemicals | BUY | $5.96 | 5,000 | $29,800 | 5,000 | +100.0% |
| 2026-08-20 20:56 | 2026-08-19 | AUGO | Aura Minerals Inc. | Dos Santos Cardoso Joao Kleber | Officer; CFO and Corporate Secretary | Gold | SALE | $80.12 | 7,934 | $635,672 | 98,111 | -7.5% |
| 2026-08-20 20:33 | 2026-08-18 | ECL | ECOLAB INC. | Beck Christophe | Director, Officer; CHAIRMAN, PRESIDENT & CEO | Specialty Chemicals | SALE | $280.14 | 17,862 | $5,003,825 | 72,932 | -19.7% |
| 2026-08-20 20:05 | 2026-08-19 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | SALE | $81.67 | 280,000 | $22,867,600 | 168,765 | -62.4% |
| 2026-08-20 20:08 | 2026-08-19 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; CEO | Specialty Chemicals | SALE | $45.84 | 3,000 | $137,520 | 433,555 | -0.7% |
| 2026-08-20 13:26 | 2026-08-14 | GSM | Ferroglobe PLC | Garcia Cos Muntanola Beatriz | Officer; CHIEF FINANCE OFFICER | Other Industrial Metals & Mining | OPT+S | $4.30 | 32,292 | $138,856 | 31,693 | -50.5% |
| 2026-08-20 12:30 | 2026-07-31 | LOOP | Loop Industries, Inc. | GEYGAN JEFFREY RICHART | Director | Specialty Chemicals | BUY | $0.69 | 53,990 | $37,464 | 3,355,094 | +1.6% |
| 2026-08-20 00:38 | 2026-08-19 | AIAI | AIAI Holdings Corp | Furniss Todd Anthony | Officer; CEO | Specialty Chemicals | BUY | $5.59 | 1,000 | $5,590 | 1,247,620 | +0.1% |
| 2026-08-19 21:30 | 2026-08-19 | CTGO | Contango Silver & Gold Inc. | Larimer David Gregory | Officer; VP Exploration | Gold | SALE | $20.94 | 96 | $2,010 | 17,997 | -0.5% |
| 2026-08-19 21:30 | 2026-08-19 | CTGO | Contango Silver & Gold Inc. | Clark Michael Aaron | Officer; CFO | Gold | SALE | $20.94 | 1,289 | $26,992 | 54,709 | -2.3% |
| 2026-08-19 21:01 | 2026-08-17 | SHW | SHERWIN WILLIAMS CO | Binns Justin T | Officer; President, Glob. Architectural | Specialty Chemicals | OPT+S | $352.70 | 13,500 | $4,761,450 | 21,937 | -38.1% |
| 2026-08-19 18:42 | 2026-08-14 | NUE | NUCOR CORP | Topalian Leon J | Officer; Chair and CEO | Steel | OPT+S | $268.52 | 26,000 | $6,981,546 | 138,154 | -15.8% |
| 2026-08-19 19:03 | 2026-08-18 | LIN | LINDE PLC | Reynolds Paula Rosput | Director | Specialty Chemicals | BUY | $479.12 | 100 | $47,912 | 816 | +14.0% |
| 2026-08-19 13:09 | 2026-08-17 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Teles de Mendonca Ana Paula | Officer; President, Scent | Specialty Chemicals | SALE | $83.19 | 5,718 | $475,692 | 0 | -100.0% |
| 2026-08-18 20:17 | 2026-08-17 | AA | Alcoa Corp | Hastings Andrew | Officer; EVP & Gen. Counsel | Aluminum | SALE | $50.90 | 6,000 | $305,412 | 37,532 | -13.8% |
| 2026-08-18 21:03 | 2026-08-17 | AUGO | Aura Minerals Inc. | Dos Santos Cardoso Joao Kleber | Officer; CFO and Corporate Secretary | Gold | SALE | $80.00 | 2,066 | $165,280 | 106,045 | -1.9% |
| 2026-08-18 23:12 | 2026-04-17 | FUL | FULLER H B CO | Rasmussen Trangsrud Teresa J | Director | Specialty Chemicals | BUY | $65.83 | 1,000 | $65,830 | 3,391 | +41.8% |
| 2026-08-18 21:51 | 2026-08-17 | AUGO | Aura Minerals Inc. | Sousa Mauad Bruno | Director | Gold | BUY | $78.93 | 11,000 | $868,230 | 448,765 | +2.5% |
| 2026-08-18 21:15 | 2026-08-17 | AVD | AMERICAN VANGUARD CORP | Macicek Steven D | Director | Agricultural Inputs | BUY | $2.09 | 19,000 | $39,710 | 99,711 | +23.5% |
| 2026-08-18 21:07 | 2026-08-17 | AUGO | Aura Minerals Inc. | Rosa Luvizotto Glauber | Officer; Chief Operating Officer | Gold | SALE | $80.00 | 1,400 | $112,000 | 289,228 | -0.5% |
| 2026-08-18 21:14 | 2026-08-14 | NGVT | Ingevity Corp | Li David H | Director, Officer; President & CEO | Specialty Chemicals | SALE | $75.77 | 10,092 | $764,673 | 120,544 | -7.7% |
| 2026-08-18 18:59 | 2026-08-17 | NWPX | NWPX Infrastructure, Inc. | MONTROSS SCOTT J | Officer; President & CEO | Steel | SALE | $115.13 | 2,500 | $287,819 | 73,629 | -3.3% |
| 2026-08-18 19:06 | 2026-08-14 | NUE | NUCOR CORP | Behr Allen C | Officer; Executive Vice President | Steel | OPT+S | $274.14 | 7,739 | $2,121,578 | 59,308 | -11.5% |
| 2026-08-18 18:58 | 2026-08-17 | NWPX | NWPX Infrastructure, Inc. | LARSON KEITH R | Director | Steel | SALE | $115.86 | 1,250 | $144,829 | 21,133 | -5.6% |
| 2026-08-18 16:29 | 2026-08-17 | AMRZ | Amrize Ltd | Poletti Samuel Jonas | Officer; Chief Strategy & M&A Officer | Building Materials | BUY | $46.92 | 2,510 | $117,769 | 10,155 | +32.8% |
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.