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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-19 14:34 | 2025-03-14 | CMT | CORE MOLDING TECHNOLOGIES INC | PALOMAKI ERIC | Officer; EVP,Operations | Specialty Chemicals | BUY | $14.00 | 2,000 | $28,000 | 160,244 | +1.3% |
| 2025-03-18 22:56 | 2025-03-17 | ACNT | Ascent Industries Co. | Hutter Christopher Gerald | Director | Chemicals | SALE | $12.16 | 15,010 | $182,576 | 209,233 | -6.7% |
| 2025-03-19 01:45 | 2025-03-14 | MP | MP Materials Corp. / DE | Corbett Ryan | Officer; Chief Financial Officer | Other Industrial Metals & Mining | SALE | $25.81 | 75,000 | $1,935,390 | 214,812 | -25.9% |
| 2025-03-19 01:10 | 2025-03-14 | CENX | CENTURY ALUMINUM CO | Hoffman Robert F | Officer; SVP, IT and CAO | Aluminum | SALE | $19.99 | 2,500 | $49,975 | 64,083 | -3.8% |
| 2025-03-18 18:27 | 2025-03-17 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | SALE | $65.14 | 21,250 | $1,384,225 | 131,894 | -13.9% |
| 2025-03-19 00:26 | 2025-03-17 | CLW | Clearwater Paper Corp | Moyes Kari G. | Officer; SVP, HR | Paper & Paper Products | SALE | $23.98 | 1,132 | $27,145 | 81,439 | -1.4% |
| 2025-03-18 20:35 | 2025-03-14 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $27.30 | 73,517 | $2,006,970 | 1,138,706 | -6.1% |
| 2025-03-17 23:31 | 2025-03-14 | CDE | Coeur Mining, Inc. | Das Paramita | Director | Gold | BUY | $6.00 | 850 | $5,099 | 76,535 | +1.1% |
| 2025-03-18 00:12 | 2025-03-17 | RGLD | ROYAL GOLD INC | Shefman Randy | Officer; SVP & General Counsel | Gold | SALE | $154.98 | 1,300 | $201,474 | 9,360 | -12.2% |
| 2025-03-18 00:56 | 2025-03-14 | PRM | Perimeter Solutions, Inc. | Raj Vivek | Director | Specialty Chemicals | SALE | $9.17 | 250,000 | $2,292,500 | 471,226 | -34.7% |
| 2025-03-17 19:30 | 2024-10-23 | BLTH | AMERICAN BATTERY MATERIALS, INC. | KANE MARILYN S | 10% owner | Other Industrial Metals & Mining | SALE | $4.80 | 36,450 | $174,960 | 282 | -99.2% |
| 2025-03-17 19:30 | 2024-10-23 | BLTH | AMERICAN BATTERY MATERIALS, INC. | KANE MARILYN S | 10% owner | Other Industrial Metals & Mining | BUY | $2.25 | 2,877 | $6,473 | 318,445 | +0.9% |
| 2025-03-14 22:14 | 2025-03-12 | TSE | Trinseo PLC | Frisch Johanna | Officer; VP AND TREASURER | Specialty Chemicals | BUY | $4.13 | 3,800 | $15,708 | 18,092 | +26.6% |
| 2025-03-14 23:52 | 2025-03-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.26 | 114,583 | $9,425,070 | 47,618,280 | -0.2% |
| 2025-03-15 01:17 | 2025-03-12 | GDRZF | GOLD RESERVE LTD | Camac Capital, LLC | 10% owner | Gold | BUY | $2.05 | 31,154 | $64,006 | 9,082,853 | +0.3% |
| 2025-03-15 02:38 | 2025-03-12 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $90.25 | 100 | $9,025 | 2,713 | -3.6% |
| 2025-03-14 02:00 | 2025-03-12 | OEC | Orion S.A. | Quinones Carlos | Officer; Sr. VP Global Operations | Specialty Chemicals | BUY | $13.07 | 3,300 | $43,131 | 79,702 | +4.3% |
| 2025-03-13 23:27 | 2025-03-12 | LYB | LyondellBasell Industries N.V. | Hanley Michael Sean | Director | Specialty Chemicals | BUY | $72.05 | 3,750 | $270,197 | 16,028 | +30.5% |
| 2025-03-13 23:47 | 2025-03-12 | CE | Celanese Corp | MOORTHY GANESH | Director | Chemicals | BUY | $53.29 | 1,000 | $53,290 | 3,000 | +50.0% |
| 2025-03-14 01:43 | 2025-03-11 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $74.63 | 11,345 | $846,710 | 200,458 | +6.0% |
| 2025-03-12 19:11 | 2025-03-11 | VHI | VALHI INC /DE/ | Hanley Bryan A. | Officer; Senior VP and Treasurer | Chemicals | BUY | $17.50 | 250 | $4,375 | 2,750 | +10.0% |
| 2025-03-13 00:17 | 2025-03-11 | LIN | LINDE PLC | Bichara Guillermo | Officer; Exec VP & Chief Legal Officer | Specialty Chemicals | SALE | $461.65 | 4,833 | $2,231,154 | 22,778 | -17.5% |
| 2025-03-12 21:58 | 2025-03-10 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer; Chairman and CEO | Paper & Paper Products | SALE | $65.53 | 21,250 | $1,392,513 | 153,144 | -12.2% |
| 2025-03-12 19:03 | 2025-03-11 | KRO | KRONOS WORLDWIDE INC | Hanley Bryan A. | Officer; Senior VP and Treasurer | Specialty Chemicals | BUY | $7.43 | 1,000 | $7,430 | 3,500 | +40.0% |
| 2025-03-12 19:02 | 2025-03-11 | KRO | KRONOS WORLDWIDE INC | Kramer Kevin B | Director | Specialty Chemicals | BUY | $7.43 | 14,000 | $104,080 | 21,460 | +187.7% |
| 2025-03-11 16:01 | 2025-03-07 | IE | Ivanhoe Electric Inc. | Melvin Joseph Taylor | Director, Officer; President and CEO | Copper | BUY | $5.76 | 50,000 | $288,000 | 730,753 | +7.3% |
| 2025-03-11 23:39 | 2025-03-11 | RGLD | ROYAL GOLD INC | Breeze Daniel | Officer; SVP Corp Dev of RGLD Gold AG | Gold | SALE | $154.00 | 705 | $108,570 | 20,379 | -3.3% |
| 2025-03-10 22:48 | 2025-03-06 | IE | Ivanhoe Electric Inc. | Boyd Graham Richard Thomas | Officer; Senior VP, Exploration | Copper | BUY | $5.83 | 5,000 | $29,150 | 11,510 | +76.8% |
| 2025-03-10 23:27 | 2025-03-06 | CLMT | Calumet, Inc. /DE | Mawer Stephen P | Director | Specialty Chemicals | SALE | $12.64 | 3,655 | $46,199 | 196,898 | -1.8% |
| 2025-03-11 00:17 | 2025-03-07 | CE | Celanese Corp | Sutton Scott McDougald | Director | Chemicals | BUY | $54.65 | 7,450 | $407,119 | 15,000 | +98.7% |
| 2025-03-11 00:14 | 2025-03-07 | CE | Celanese Corp | Murray Mark Christopher | Officer; SVP - Acetyls | Chemicals | BUY | $54.45 | 2,353 | $128,110 | 13,989 | +20.2% |
| 2025-03-11 00:12 | 2025-03-07 | CE | Celanese Corp | Kissire Deborah J. | Director | Chemicals | BUY | $54.28 | 1,000 | $54,280 | 2,214 | +82.4% |
| 2025-03-11 00:13 | 2025-03-07 | CE | Celanese Corp | MOORTHY GANESH | Director | Chemicals | BUY | $54.67 | 1,000 | $54,670 | 2,000 | +100.0% |
| 2025-03-10 22:51 | 2025-03-10 | CLF | CLEVELAND-CLIFFS INC. | BALDWIN JOHN T | Director | Steel | BUY | $8.70 | 4,000 | $34,800 | 133,227 | +3.1% |
| 2025-03-11 01:25 | 2025-03-06 | GDRZF | GOLD RESERVE LTD | Camac Capital, LLC | 10% owner | Gold | BUY | $1.91 | 410,877 | $782,844 | 10,589,030 | +4.0% |
| 2025-03-11 00:32 | 2025-03-06 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $74.95 | 4,897 | $367,017 | 189,113 | +2.7% |
| 2025-03-07 16:39 | 2025-03-06 | ACNT | Ascent Industries Co. | Srinivas Ravi Ramesh | Other | Chemicals | BUY | $11.81 | 4,000 | $47,240 | 8,000 | +100.0% |
| 2025-03-07 23:41 | 2025-03-06 | IE | Ivanhoe Electric Inc. | Neeser Jordan | Officer; Chief Financial Officer | Copper | BUY | $5.88 | 10,000 | $58,775 | 50,000 | +25.0% |
| 2025-03-08 00:05 | 2025-03-05 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; CEO and Director | Chemicals | SALE | $0.85 | 20,828 | $17,777 | 2,105,402 | -1.0% |
| 2025-03-08 00:05 | 2025-03-05 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $0.85 | 10,441 | $8,926 | 692,944 | -1.5% |
| 2025-03-08 02:39 | 2025-03-05 | PPTA | PERPETUA RESOURCES CORP. | Lyon Mckinsey Margaret | Officer; (See remarks (6)) | Other Precious Metals & Mining | OPT+S | $8.82 | 22,710 | $200,302 | 89,154 | -20.3% |
| 2025-03-08 02:38 | 2025-03-05 | PPTA | PERPETUA RESOURCES CORP. | Largent Jessica Marie | Director, Officer; (See remarks (6)) | Other Precious Metals & Mining | OPT+S | $8.82 | 25,162 | $221,929 | 182,544 | -12.1% |
| 2025-03-08 02:37 | 2025-03-05 | PPTA | PERPETUA RESOURCES CORP. | Haslam Alan Douglas | Officer; (See remarks (6)) | Other Precious Metals & Mining | OPT+S | $8.82 | 23,008 | $202,931 | 118,017 | -16.3% |
| 2025-03-07 22:21 | 2023-05-22 | BLTH | AMERICAN BATTERY MATERIALS, INC. | VORWERK JUSTIN J | Director | Other Industrial Metals & Mining | BUY | $0.39 | 15,861 | $6,181 | 15,861 | +100.0% |
| 2025-03-08 00:05 | 2025-03-05 | ORGN | Origin Materials, Inc. | Plavan Matthew T | Officer; CFO and COO | Chemicals | SALE | $0.86 | 9,725 | $8,343 | 1,510,231 | -0.6% |
| 2025-03-08 01:28 | 2025-03-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.55 | 114,583 | $9,458,804 | 47,732,863 | -0.2% |
| 2025-03-06 17:55 | 2025-03-05 | APD | Air Products and Chemicals Inc. | Nelson Walter L. | Officer; Sr. VP, Glob Helium & Rare Gas | Specialty Chemicals | SALE | $308.50 | 589 | $181,707 | 719 | -45.0% |
| 2025-03-07 01:13 | 2025-03-05 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | O'Byrne Kevin | Director | Specialty Chemicals | BUY | $80.44 | 6,500 | $522,833 | 6,500 | +100.0% |
| 2025-03-06 14:01 | 2025-03-05 | IE | Ivanhoe Electric Inc. | Neeser Jordan | Officer; Chief Financial Officer | Copper | BUY | $5.86 | 20,000 | $117,100 | 40,000 | +100.0% |
| 2025-03-07 00:01 | 2025-03-04 | TMC | TMC the metals Co Inc. | May Brendan | Director | Other Industrial Metals & Mining | SALE | $1.67 | 8,916 | $14,890 | 108,365 | -7.6% |
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.