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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-11-21 22:36 | 2012-11-19 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | OPT+S | $97.38 | 2,416 | $235,275 | 6,620 | -26.7% |
| 2012-11-21 23:33 | 2012-11-20 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | OPT+S | $96.40 | 3,993 | $384,925 | 12,717 | -23.9% |
| 2012-11-21 21:40 | 2012-11-20 | MERC | MERCER INTERNATIONAL INC. | Purchase Keith | Director | Paper & Paper Products | BUY | $6.32 | 5,000 | $31,604 | 14,000 | +55.6% |
| 2012-11-21 23:27 | 2012-11-19 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $97.29 | 2,000 | $194,587 | 26,371 | -7.0% |
| 2012-11-21 23:26 | 2012-11-20 | SCL | STEPAN CO | STEPAN F QUINN JR | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $97.42 | 1,110 | $108,131 | 79,039 | -1.4% |
| 2012-11-22 01:08 | 2012-11-20 | POL | AVIENT CORP | Kahler Michael E | Officer; SVP, Chief Commercial Officer | Specialty Chemicals | OPT+S | $19.51 | 20,109 | $392,298 | 80,559 | -20.0% |
| 2012-11-21 17:57 | 2012-11-19 | OLN | OLIN Corp | BOGUS DONALD W | Director | Chemicals | BUY | $20.07 | 5,000 | $100,354 | 14,264 | +54.0% |
| 2012-11-22 00:05 | 2012-11-20 | RPM | RPM INTERNATIONAL INC/DE/ | SMILEY KEITH R | Officer; VP-Finance & Controller | Specialty Chemicals | OPT+S | $27.00 | 35,000 | $945,000 | 80,368 | -30.3% |
| 2012-11-22 01:11 | 2012-11-19 | WDFC | WD 40 CO | CRIVELLO MARIO L | Director | Specialty Chemicals | SALE | $46.75 | 10,000 | $467,538 | 668,169 | -1.5% |
| 2012-11-22 00:24 | 2012-11-21 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.05 | 2,606 | $31,402 | 1,728,133 | +0.2% |
| 2012-11-21 20:59 | 2012-11-19 | NWPX | NWPX Infrastructure, Inc. | WINSOR JENKINS | Officer; VP, Human Resources | Steel | SALE | $21.00 | 11 | $231 | 1,490 | -0.7% |
| 2012-11-20 17:48 | 2012-11-16 | K | KELLANOVA | Dangel Maribeth A. | Officer; VP-Corporate Controller | Gold | OPT+S | $53.86 | 484 | $26,070 | 89 | -84.5% |
| 2012-11-20 21:19 | 2012-11-16 | MUX | McEwen Inc. | Brissenden Richard W. | Director | Other Precious Metals & Mining | SALE | $3.56 | 30,000 | $106,749 | 0 | -100.0% |
| 2012-11-21 00:25 | 2012-11-16 | UAN | CVR PARTNERS, LP | RIEMANN STANLEY A | Director, Officer; Chief Operating Officer | Agricultural Inputs | SALE | $24.38 | 15,000 | $365,750 | 45,000 | -25.0% |
| 2012-11-21 02:44 | 2012-11-16 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | OPT+S | $96.00 | 2,919 | $280,230 | 12,717 | -18.7% |
| 2012-11-20 23:23 | 2012-11-20 | VMC | Vulcan Materials CO | Sansone Daniel F | Officer; Sr. VP & CFO | Building Materials | OPT+S | $47.97 | 2,400 | $115,118 | 4,381 | -35.4% |
| 2012-11-20 22:43 | 2012-11-19 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $96.50 | 1,589 | $153,339 | 4,397 | -26.5% |
| 2012-11-20 20:38 | 2012-11-19 | CDE | Coeur Mining, Inc. | CURRAN JAMES J | Director | Gold | OPT+S | $23.73 | 2,039 | $48,385 | 16,499 | -11.0% |
| 2012-11-21 01:02 | 2012-11-19 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer; Sr. VP-Human Resources | Specialty Chemicals | OPT+S | $155.70 | 16,152 | $2,514,866 | 34,492 | -31.9% |
| 2012-11-20 22:53 | 2012-11-19 | MLM | MARTIN MARIETTA MATERIALS INC | REDIKER DENNIS L | Director | Building Materials | OPT+S | $84.99 | 5,300 | $450,447 | 11,954 | -30.7% |
| 2012-11-20 22:25 | 2012-11-19 | K | KELLANOVA | JOHNSON DOROTHY A | Director | Gold | OPT+S | $54.59 | 4,737 | $258,572 | 21,049 | -18.4% |
| 2012-11-21 00:30 | 2012-11-20 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.00 | 2,000 | $24,000 | 1,725,527 | +0.1% |
| 2012-11-19 18:55 | 2012-11-15 | MUX | McEwen Inc. | Brissenden Richard W. | Director | Other Precious Metals & Mining | SALE | $3.50 | 45,000 | $157,500 | 30,000 | -60.0% |
| 2012-11-19 20:12 | 2012-11-16 | ZEUS | Olympic Steel Inc. | McNeeley Donald R. Jr. | Director | Steel | BUY | $16.88 | 4,252 | $71,766 | 93,030 | +4.8% |
| 2012-11-19 21:40 | 2012-11-16 | SHW | SHERWIN WILLIAMS CO | Mistysyn Allen J | Officer; VP-Corporate Controller | Specialty Chemicals | OPT+S | $148.91 | 5,398 | $803,816 | 18,273 | -22.8% |
| 2012-11-19 21:47 | 2012-11-13 | TROX | Tronox Holdings plc | HINES ANDREWS P | Director | Chemicals | BUY | $15.42 | 6,600 | $101,802 | 50,005 | +15.2% |
| 2012-11-19 20:17 | 2012-11-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.05 | 150,000 | $8,107,530 | 75,974,190 | -0.2% |
| 2012-11-20 01:50 | 2012-11-15 | RGLD | ROYAL GOLD INC | HOWELL S ODEN JR | Director | Gold | SALE | $81.11 | 5,000 | $405,550 | 430,405 | -1.1% |
| 2012-11-19 20:07 | 2012-11-15 | MLM | MARTIN MARIETTA MATERIALS INC | ZELNAK STEPHEN P JR | Director | Building Materials | SALE | $83.36 | 17,859 | $1,488,730 | 31,468 | -36.2% |
| 2012-11-19 19:43 | 2012-11-13 | WDFC | WD 40 CO | Mitchell Maria | Officer; VP, Corporate Secretary | Specialty Chemicals | BUY | $47.23 | 68 | $3,212 | 14,255 | +0.5% |
| 2012-11-20 00:39 | 2012-11-19 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.10 | 100 | $1,210 | 1,723,527 | +0.0% |
| 2012-11-16 23:26 | 2012-11-16 | TROX | Tronox Holdings plc | van Niekerk Willem Hendrik | Officer; SVP & Strat. Plan. & Bus. Dev. | Chemicals | BUY | $15.59 | 1,500 | $23,385 | 20,495 | +7.9% |
| 2012-11-17 02:32 | 2012-11-14 | REE | RARE ELEMENT RESOURCES LTD | Zink Paul H | Director | Other Industrial Metals & Mining | BUY | $3.13 | 4,000 | $12,500 | 4,000 | +100.0% |
| 2012-11-16 20:53 | 2012-11-14 | FF | FutureFuel Corp. | Dortch Samuel | Officer; Exec. VP & Gen. Manager FFCC | Specialty Chemicals | BUY | $11.60 | 755 | $8,758 | 43,097 | +1.8% |
| 2012-11-17 00:05 | 2012-11-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chair of the Board, CEO & Pres | Agricultural Inputs | OPT+S | $195.34 | 25,000 | $4,883,598 | 142,986 | -14.9% |
| 2012-11-16 23:15 | 2012-11-14 | RS | RELIANCE, INC. | HANNAH DAVID H | Director, Officer; CEO and Chairman | Steel | SALE | $54.89 | 6,073 | $333,347 | 244,000 | -2.4% |
| 2012-11-16 18:24 | 2012-11-16 | APD | Air Products and Chemicals Inc. | FAIRBAIRN URSULA F | Director | Specialty Chemicals | OPT+S | $79.89 | 2,000 | $159,779 | 1,135 | -63.8% |
| 2012-11-17 00:10 | 2012-11-15 | GORO | GOLD RESOURCE CORP | Reid Jason D. | Director, Officer; President | Other Precious Metals & Mining | BUY | $13.64 | 7,326 | $99,907 | 423,394 | +1.8% |
| 2012-11-17 01:21 | 2012-11-14 | WDFC | WD 40 CO | CRIVELLO MARIO L | Director | Specialty Chemicals | OPT+S | $46.15 | 9,800 | $452,263 | 110,633 | -8.1% |
| 2012-11-17 00:37 | 2012-11-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.90 | 6,000 | $71,380 | 1,723,427 | +0.3% |
| 2012-11-16 19:07 | 2012-11-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.77 | 2,703 | $31,814 | 1,717,427 | +0.2% |
| 2012-11-16 00:17 | 2012-11-14 | K | KELLANOVA | Davidson Bradford J | Officer; Senior Vice President | Gold | OPT+S | $53.91 | 18,070 | $974,103 | 63,863 | -22.1% |
| 2012-11-15 17:02 | 2012-11-12 | AVD | AMERICAN VANGUARD CORP | JOHNSON GLEN D | Officer; Sr. VP AMVAC Chemical Corp. | Agricultural Inputs | SALE | $30.06 | 5,000 | $150,300 | 59,983 | -7.7% |
| 2012-11-14 20:53 | 2012-11-12 | K | KELLANOVA | Hirst Alistair D | Officer; SVP - Global Supply Chain | Gold | OPT+S | $53.68 | 4,251 | $228,181 | 4,587 | -48.1% |
| 2012-11-14 23:48 | 2012-11-09 | TRER | Texas Mineral Resources Corp. | Tumazos John | Director, Other | Other Industrial Metals & Mining | BUY | $0.32 | 5,275 | $1,688 | 1,398,675 | +0.4% |
| 2012-11-14 19:36 | 2012-11-12 | KOP | Koppers Holdings Inc. | Lacy Steven R | Officer; Sr. VP, Admin., GC & Sec | Specialty Chemicals | SALE | $33.66 | 2,700 | $90,882 | 46,498 | -5.5% |
| 2012-11-15 00:14 | 2012-11-12 | OMEX | ODYSSEY MARINE EXPLORATION INC | Holmes Michael J | Officer; CFO | Other Industrial Metals & Mining | OPT+S | $2.71 | 37,000 | $100,203 | 120,221 | -23.5% |
| 2012-11-15 01:39 | 2012-11-12 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $96.46 | 1,000 | $96,460 | 0 | -100.0% |
| 2012-11-14 17:53 | 2012-11-12 | CMC | COMMERCIAL METALS Co | BEST RHYS J | Director | Steel | BUY | $13.45 | 5,000 | $67,274 | 19,000 | +35.7% |
| 2012-11-15 03:12 | 2012-11-12 | WDFC | WD 40 CO | CRIVELLO MARIO L | Director | Specialty Chemicals | SALE | $47.21 | 10,000 | $472,129 | 678,169 | -1.5% |
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.