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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-10-15 22:36 | 2012-10-12 | TRER | Texas Mineral Resources Corp. | LIBRA ADVISORS LLC | 10% owner | Other Industrial Metals & Mining | SALE | $0.40 | 439,100 | $175,640 | 3,551,600 | -11.0% |
| 2012-10-13 00:32 | 2012-10-12 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.34 | 10,000 | $123,379 | 1,613,853 | +0.6% |
| 2012-10-12 00:25 | 2012-10-11 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.34 | 10,000 | $123,392 | 1,603,853 | +0.6% |
| 2012-10-11 18:54 | 2012-10-10 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.85 | 16,000 | $189,547 | 1,593,853 | +1.0% |
| 2012-10-11 01:18 | 2012-10-08 | SANW | S&W Seed Company | YELLOWJACKET, LP | 10% owner | Agricultural Inputs | SALE | $7.50 | 5,145 | $38,605 | 1,668,096 | -0.3% |
| 2012-10-11 01:33 | 2012-10-08 | SANW | S&W Seed Company | LISHMAN ROBERT W | 10% owner | Agricultural Inputs | SALE | $7.50 | 5,145 | $38,605 | 1,668,096 | -0.3% |
| 2012-10-10 19:31 | 2012-10-08 | AVD | AMERICAN VANGUARD CORP | JOHNSON GLEN D | Officer; Sr. VP AMVAC Chemical Corp. | Agricultural Inputs | SALE | $34.90 | 5,000 | $174,500 | 64,983 | -7.1% |
| 2012-10-10 01:42 | 2012-10-05 | SANW | S&W Seed Company | Seidler Charles B | Director | Agricultural Inputs | SALE | $7.92 | 1,900 | $15,048 | 36,100 | -5.0% |
| 2012-10-10 01:01 | 2012-10-04 | SANW | S&W Seed Company | YELLOWJACKET, LP | 10% owner | Agricultural Inputs | SALE | $7.75 | 24,564 | $190,369 | 1,873,041 | -1.3% |
| 2012-10-09 22:42 | 2012-10-05 | TRER | Texas Mineral Resources Corp. | Tumazos John | Director | Other Industrial Metals & Mining | BUY | $0.45 | 5,000 | $2,250 | 950,050 | +0.5% |
| 2012-10-10 01:36 | 2012-10-04 | SANW | S&W Seed Company | LISHMAN ROBERT W | 10% owner | Agricultural Inputs | SALE | $7.75 | 24,564 | $190,369 | 1,873,041 | -1.3% |
| 2012-10-09 18:24 | 2012-10-05 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.06 | 11,000 | $572,685 | 76,524,190 | 0.0% |
| 2012-10-05 21:50 | 2012-10-03 | FUL | FULLER H B CO | GIERTZ JAMES R | Officer; Senior VP and CFO | Specialty Chemicals | BUY | $30.02 | 3,000 | $90,052 | 62,861 | +5.0% |
| 2012-10-04 00:56 | 2012-10-01 | KALU | KAISER ALUMINUM CORP | Bunin Pete | Officer; SVP - Operations | Aluminum | SALE | $58.55 | 1,500 | $87,825 | 40,012 | -3.6% |
| 2012-10-04 00:55 | 2012-10-01 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $58.37 | 1,000 | $58,374 | 149,408 | -0.7% |
| 2012-10-04 00:53 | 2012-10-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $34.92 | 1,000 | $34,920 | 52,028 | -1.9% |
| 2012-10-03 19:20 | 2012-10-02 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.16 | 10,000 | $521,595 | 76,535,190 | 0.0% |
| 2012-10-02 16:21 | 2012-10-01 | CMC | COMMERCIAL METALS Co | WINKLER JOSEPH C | Director | Steel | BUY | $13.19 | 2,084 | $27,488 | 6,234 | +50.2% |
| 2012-10-02 18:13 | 2012-10-01 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.06 | 9,000 | $468,505 | 76,545,190 | 0.0% |
| 2012-10-02 00:49 | 2012-09-27 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $96.13 | 1,347 | $129,487 | 91,856 | -1.4% |
| 2012-09-27 17:57 | 2012-09-25 | GEVO | Gevo, Inc. | Glassner David | Officer; EVP, Technology | Specialty Chemicals | SALE | $2.44 | 218 | $532 | 31,203 | -0.7% |
| 2012-09-28 00:52 | 2012-09-26 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.09 | 13,000 | $1,170 | 3,210,000 | +0.4% |
| 2012-09-27 18:39 | 2012-09-26 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.00 | 10,000 | $520,000 | 76,554,190 | 0.0% |
| 2012-09-27 01:57 | 2012-09-24 | REE | RARE ELEMENT RESOURCES LTD | Ranta Donald E | Director | Other Industrial Metals & Mining | OPT+S | $4.88 | 50,000 | $244,000 | 234,500 | -17.6% |
| 2012-09-26 19:02 | 2012-09-25 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.10 | 60,000 | $3,126,006 | 76,564,190 | -0.1% |
| 2012-09-25 21:42 | 2012-09-21 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $100.43 | 800 | $80,344 | 5,986 | -11.8% |
| 2012-09-26 01:53 | 2012-09-21 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $96.80 | 3,225 | $312,180 | 103,411 | -3.0% |
| 2012-09-25 02:07 | 2012-09-21 | MTX | MINERALS TECHNOLOGIES INC | Hastings Jonathan J | Officer; Vice President | Specialty Chemicals | BUY | $0.00 | 0 | $0 | 195 | 0.0% |
| 2012-09-24 23:57 | 2012-09-20 | RGLD | ROYAL GOLD INC | Kirchhoff Bruce Christopher | Officer; VP and General Counsel | Gold | SALE | $94.24 | 3,755 | $353,871 | 51,449 | -6.8% |
| 2012-09-24 20:30 | 2012-09-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.46 | 52,200 | $2,686,191 | 76,624,190 | -0.1% |
| 2012-09-25 00:28 | 2012-09-24 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.00 | 2,000 | $24,000 | 1,577,853 | +0.1% |
| 2012-09-21 18:51 | 2012-09-20 | LYB | LyondellBasell Industries N.V. | Patel Bhavesh V. | Officer; SVP O & P - Americas | Specialty Chemicals | OPT+S | $51.59 | 58,532 | $3,019,771 | 99,310 | -37.1% |
| 2012-09-21 20:35 | 2012-09-20 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.38 | 47,800 | $2,456,103 | 76,676,390 | -0.1% |
| 2012-09-21 19:20 | 2012-09-19 | AUMN | Golden Minerals Co | Sentient Global Resources Fund IV, L.P. | 10% owner | Other Precious Metals & Mining | BUY | $0.00 | 1,365,794 | $0 | 4,483,944 | +43.8% |
| 2012-09-20 22:37 | 2012-09-18 | BCPC | BALCHEM CORP | ROSSI DINO A | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $36.97 | 29,400 | $1,086,918 | 137,621 | -17.6% |
| 2012-09-20 00:31 | 2012-09-17 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $23.89 | 56,050 | $1,338,984 | 9,690,335 | -0.6% |
| 2012-09-20 00:30 | 2012-09-17 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman of Board | Agricultural Inputs | SALE | $23.89 | 56,051 | $1,339,008 | 10,589,949 | -0.5% |
| 2012-09-20 01:03 | 2012-09-17 | GEVO | Gevo, Inc. | Glassner David | Officer; EVP, Technology | Specialty Chemicals | SALE | $3.50 | 204 | $714 | 31,421 | -0.6% |
| 2012-09-19 19:12 | 2012-06-19 | PROF | Rise Gold Corp. | SVEINSON FREDERICK J | Director | Gold | BUY | $0.00 | 500,000 | $700 | 500,000 | +100.0% |
| 2012-09-20 02:10 | 2012-09-14 | POL | AVIENT CORP | Powell William Howard | Director | Specialty Chemicals | SALE | $16.93 | 30,000 | $507,939 | 63,442 | -32.1% |
| 2012-09-18 17:56 | 2012-09-14 | SHW | SHERWIN WILLIAMS CO | Davisson Robert J | Officer; President, Paint Stores Group | Specialty Chemicals | OPT+S | $146.00 | 3,500 | $511,000 | 24,045 | -12.7% |
| 2012-09-18 16:37 | 2008-03-14 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | BUY | $39.87 | 19 | $753 | 6,601 | +0.3% |
| 2012-09-18 22:36 | 2012-09-17 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman of Board, CEO & Pres. | Agricultural Inputs | OPT+S | $220.25 | 25,000 | $5,506,135 | 142,986 | -14.9% |
| 2012-09-19 03:31 | 2012-09-14 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; President and CEO | Gold | OPT+S | $94.33 | 5,902 | $556,736 | 200,374 | -2.9% |
| 2012-09-18 17:55 | 2012-09-14 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | SALE | $145.93 | 11,374 | $1,659,808 | 18,090 | -38.6% |
| 2012-09-19 00:59 | 2012-09-14 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $94.37 | 20,253 | $1,911,276 | 100,095 | -16.8% |
| 2012-09-18 23:34 | 2012-09-14 | HDSN | HUDSON TECHNOLOGIES INC /NY | ZUGIBE KEVIN J | Director, Officer; Chairman, Chief Executive Off. | Specialty Chemicals | SALE | $4.00 | 611,300 | $2,445,200 | 4,112,505 | -12.9% |
| 2012-09-17 19:22 | 2012-09-14 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $44.93 | 10,663 | $479,089 | 18,485,680 | -0.1% |
| 2012-09-18 03:25 | 2012-09-14 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.10 | 10,000 | $950 | 3,197,000 | +0.3% |
| 2012-09-17 23:32 | 2012-09-13 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.26 | 262,353 | $2,691,716 | 4,098,850 | -6.0% |
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.