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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-09-19 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% |
| 2012-09-17 19:15 | 2012-09-14 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $44.93 | 10,663 | $479,089 | 3,271,194 | -0.3% |
| 2012-09-18 01:27 | 2012-09-13 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $90.81 | 4,828 | $438,431 | 90,354 | -5.1% |
| 2012-09-14 21:36 | 2012-09-14 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $42.00 | 1,672 | $70,224 | 62,421 | -2.6% |
| 2012-09-15 00:24 | 2012-09-12 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $87.51 | 5,000 | $437,550 | 73,576 | -6.4% |
| 2012-09-14 16:07 | 2012-09-12 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $43.15 | 17,142 | $739,677 | 18,496,343 | -0.1% |
| 2012-09-14 18:20 | 2012-09-13 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer; Sr. VP-Corp Plan & Develop | Specialty Chemicals | SALE | $145.09 | 48,576 | $7,048,028 | 41,279 | -54.1% |
| 2012-09-15 01:50 | 2012-09-12 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $48.49 | 3,000 | $145,470 | 32,774 | -8.4% |
| 2012-09-14 18:23 | 2012-09-12 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | SALE | $144.04 | 11,362 | $1,636,582 | 29,465 | -27.8% |
| 2012-09-14 23:58 | 2012-09-10 | AVD | AMERICAN VANGUARD CORP | JOHNSON GLEN D | Officer; Sr. VP AMVAC Chemical Corp. | Agricultural Inputs | SALE | $30.37 | 5,000 | $151,850 | 69,983 | -6.7% |
| 2012-09-14 16:06 | 2012-09-12 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $43.15 | 9,240 | $398,706 | 2,814,804 | -0.3% |
| 2012-09-14 16:04 | 2012-09-12 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | 10% owner | Agricultural Inputs | SALE | $43.15 | 7,902 | $340,971 | 2,629,682 | -0.3% |
| 2012-09-13 21:58 | 2012-09-11 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $100.43 | 200 | $20,086 | 6,786 | -2.9% |
| 2012-09-13 20:26 | 2012-09-11 | NEM | NEWMONT Corp /DE/ | Ottewell David A. | Officer; Vice President and Controller | Gold | OPT+S | $52.16 | 24,748 | $1,290,742 | 13,551 | -64.6% |
| 2012-09-14 02:32 | 2012-09-11 | WDFC | WD 40 CO | FREEMAN MICHAEL L | Officer; Division President, Americas | Specialty Chemicals | OPT+S | $51.99 | 3,500 | $181,965 | 27,636 | -11.2% |
| 2012-09-12 23:24 | 2012-09-10 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $43.15 | 254,037 | $10,961,697 | 18,513,485 | -1.4% |
| 2012-09-12 15:02 | 2012-09-11 | UFPI | UFP INDUSTRIES INC | GRANGER JOSEPH F | Officer; Exec VP UCP and UFPD | Lumber & Wood Production | SALE | $39.75 | 7,547 | $300,000 | 750 | -91.0% |
| 2012-09-13 02:16 | 2012-09-10 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.34 | 112,812 | $1,166,138 | 4,361,203 | -2.5% |
| 2012-09-12 23:12 | 2012-09-10 | KWR | QUAKER CHEMICAL CORP | PLATZER L WILBERT | Officer; VP & Managing Dtr - Europe | Specialty Chemicals | OPT+S | $50.00 | 7,576 | $378,800 | 23,599 | -24.3% |
| 2012-09-12 22:26 | 2012-09-10 | FUL | FULLER H B CO | MCCREARY JAMES C | Officer; VP and Corp. Controller | Specialty Chemicals | OPT+S | $33.05 | 10,244 | $338,580 | 25,329 | -28.8% |
| 2012-09-12 23:27 | 2012-09-10 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $43.15 | 136,939 | $5,908,918 | 2,824,044 | -4.6% |
| 2012-09-12 23:26 | 2012-09-10 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | 10% owner | Agricultural Inputs | SALE | $43.15 | 117,098 | $5,052,779 | 2,637,584 | -4.3% |
| 2012-09-11 22:53 | 2012-09-07 | EMN | EASTMAN CHEMICAL CO | Lindsay Ronald Carter | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $56.88 | 30,000 | $1,706,400 | 61,957 | -32.6% |
| 2012-09-11 23:43 | 2012-09-10 | CDE | Coeur Mining, Inc. | BIRAK DONALD J | Officer; SVP, Exploration | Gold | BUY | $24.70 | 500 | $12,350 | 45,961 | +1.1% |
| 2012-09-12 02:21 | 2012-09-10 | AVD | AMERICAN VANGUARD CORP | DONNELLY TIMOTHY | Officer; Chief Administrative Officer | Agricultural Inputs | OPT+S | $30.34 | 3,971 | $120,480 | 25,070 | -13.7% |
| 2012-09-11 22:03 | 2012-09-10 | RS | RELIANCE, INC. | GIMBEL THOMAS W | Director | Steel | SALE | $54.70 | 8,000 | $437,600 | 1,729,139 | -0.5% |
| 2012-09-12 02:43 | 2012-09-10 | AMTX | Aemetis Inc. | MCAFEE ERIC A | Director, Officer, 10% owner; Chairman/CEO | Specialty Chemicals | SALE | $0.58 | 432,241 | $250,008 | 27,885,000 | -1.5% |
| 2012-09-10 18:26 | 2012-09-07 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $39.94 | 6,642 | $265,250 | 64,093 | -9.4% |
| 2012-09-11 00:20 | 2012-09-06 | HWKN | HAWKINS INC | Moran Theresa R | Officer; VP - Quality & Support | Specialty Chemicals | SALE | $40.00 | 2,606 | $104,240 | 0 | -100.0% |
| 2012-09-11 00:23 | 2012-09-05 | HWKN | HAWKINS INC | Pepski Kathleen P. | Officer; VP, CFO, & Treas | Specialty Chemicals | OPT+S | $39.00 | 9,314 | $363,246 | 14,119 | -39.7% |
| 2012-09-11 00:22 | 2012-08-28 | HWKN | HAWKINS INC | Pepski Kathleen P. | Officer; VP, CFO, & Treas | Specialty Chemicals | OPT+S | $39.00 | 19 | $741 | 14,119 | -0.1% |
| 2012-09-10 21:33 | 2012-06-19 | PROF | Rise Gold Corp. | TEJADA FRED | Director | Gold | BUY | $0.00 | 500,000 | $700 | 500,000 | +100.0% |
| 2012-09-10 21:27 | 2012-06-19 | PROF | Rise Gold Corp. | BLANCHET JUSTIN | Director, Officer; Chief Financial Officer | Gold | BUY | $0.00 | 500,000 | $700 | 500,000 | +100.0% |
| 2012-09-10 21:19 | 2012-06-19 | PROF | Rise Gold Corp. | ALIKAJ PERPARIM | Director | Gold | BUY | $0.00 | 500,000 | $700 | 500,000 | +100.0% |
| 2012-09-10 17:52 | 2012-09-06 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; VP, Sales and Mkt Development | Agricultural Inputs | SALE | $212.53 | 2,000 | $425,062 | 7,796 | -20.4% |
| 2012-09-10 22:51 | 2012-09-06 | SCL | STEPAN CO | WOOD ROBERT JOHN | Officer; V.P. & General Manager | Specialty Chemicals | OPT+S | $98.99 | 1,750 | $173,233 | 7,102 | -19.8% |
| 2012-09-10 22:01 | 2012-09-06 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $98.43 | 1,000 | $98,430 | 6,986 | -12.5% |
| 2012-09-10 18:17 | 2012-09-06 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; V.P. & Chief Financial Officer | Specialty Chemicals | OPT+S | $98.00 | 3,029 | $296,852 | 4,189 | -42.0% |
| 2012-09-10 22:46 | 2012-09-06 | FUL | FULLER H B CO | MCCREARY JAMES C | Officer; VP and Corp. Controller | Specialty Chemicals | OPT+S | $32.00 | 5,000 | $160,000 | 25,329 | -16.5% |
| 2012-09-10 21:24 | 2012-09-07 | GRZ | GOLD RESERVE LTD | MIKKELSEN CHRIS D | Director | Gold | SALE | $3.88 | 5,534 | $21,459 | 422,507 | -1.3% |
| 2012-09-10 21:44 | 2012-09-07 | GRZ | GOLD RESERVE LTD | SMITH MARY E | Officer; VP Administration & Secretary | Gold | SALE | $3.88 | 18,455 | $71,563 | 186,472 | -9.0% |
| 2012-09-10 21:31 | 2012-09-07 | GRZ | GOLD RESERVE LTD | GEYER JAMES P | Director | Gold | SALE | $3.88 | 5,534 | $21,459 | 375,067 | -1.5% |
| 2012-09-10 21:20 | 2012-09-07 | GRZ | GOLD RESERVE LTD | POTVIN JEAN CHARLES | Director | Gold | SALE | $3.88 | 5,534 | $21,459 | 259,070 | -2.1% |
| 2012-09-10 21:28 | 2012-09-07 | GRZ | GOLD RESERVE LTD | MCCHESNEY PATRICK D | Director | Gold | SALE | $3.88 | 5,534 | $21,459 | 134,623 | -3.9% |
| 2012-09-10 21:13 | 2012-09-07 | GRZ | GOLD RESERVE LTD | MCGUINNESS ROBERT A | Officer; VP Finance & CFO | Gold | SALE | $3.88 | 23,080 | $89,497 | 198,091 | -10.4% |
| 2012-09-10 21:35 | 2012-09-07 | GRZ | GOLD RESERVE LTD | BELANGER A DOUGLAS | Director, Officer; President | Gold | SALE | $3.88 | 30,760 | $119,278 | 1,479,635 | -2.0% |
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.