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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-09-10 21:40 | 2012-09-07 | GRZ | GOLD RESERVE LTD | TIMM ROCKNE J | Director, Officer; Chief Executive Officer | Gold | SALE | $3.88 | 30,760 | $119,278 | 1,192,404 | -2.5% |
| 2012-09-08 01:24 | 2012-08-31 | URRE | WESTWATER RESOURCES, INC. | Resource Capital Fund V L.P. | 10% owner | Other Industrial Metals & Mining | BUY | $0.73 | 34,330,474 | $24,999,451 | 44,590,041 | +334.6% |
| 2012-09-08 00:26 | 2012-09-05 | HWKN | HAWKINS INC | Pepski Kathleen P. | Officer; VP, CFO, & Treas | Specialty Chemicals | SALE | $39.00 | 9,314 | $363,246 | 4,786 | -66.1% |
| 2012-09-08 00:00 | 2012-09-07 | LYB | LyondellBasell Industries N.V. | Apollo Management Holdings GP, LLC | 10% owner | Specialty Chemicals | SALE | $46.93 | 17,500,000 | $821,275,000 | 153,632,110 | -10.2% |
| 2012-09-08 01:48 | 2012-09-05 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.40 | 243,000 | $2,527,710 | 4,474,015 | -5.2% |
| 2012-09-07 23:39 | 2012-09-05 | CF | CF Industries Holdings, Inc. | White Lynn F | Officer; VP, Corporate Development | Agricultural Inputs | SALE | $208.32 | 2,700 | $562,464 | 3,129 | -46.3% |
| 2012-09-08 00:26 | 2012-09-06 | HWKN | HAWKINS INC | Erstad Richard G | Officer; VP, General Counsel & Sec | Specialty Chemicals | SALE | $39.96 | 1,200 | $47,954 | 10,020 | -10.7% |
| 2012-09-07 22:01 | 2012-09-07 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $12.90 | 5,000 | $64,500 | 48,638 | +11.5% |
| 2012-09-07 21:09 | 2012-09-06 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer; President & COO | Specialty Chemicals | OPT+S | $143.96 | 32,583 | $4,690,649 | 117,873 | -21.7% |
| 2012-09-08 01:13 | 2012-09-05 | CDE | Coeur Mining, Inc. | THOMPSON J KENNETH | Director | Gold | OPT+S | $23.55 | 4,630 | $109,037 | 14,235 | -24.5% |
| 2012-09-07 22:22 | 2012-09-07 | SYNL | Ascent Industries Co. | Wright Murray H | Director | Chemicals | SALE | $12.90 | 5,000 | $64,500 | 136,829 | -3.5% |
| 2012-09-08 00:00 | 2012-09-07 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.55 | 2,000 | $25,100 | 1,575,853 | +0.1% |
| 2012-09-06 23:38 | 2012-09-04 | KALU | KAISER ALUMINUM CORP | Bunin Pete | Officer; SVP - Operations | Aluminum | SALE | $55.43 | 1,500 | $83,145 | 41,512 | -3.5% |
| 2012-09-07 02:34 | 2012-09-04 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $22.46 | 261,378 | $5,869,740 | 9,746,385 | -2.6% |
| 2012-09-07 02:33 | 2012-09-04 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman of Board | Agricultural Inputs | SALE | $22.47 | 250,000 | $5,616,250 | 10,646,000 | -2.3% |
| 2012-09-07 00:40 | 2012-09-04 | HDSN | HUDSON TECHNOLOGIES INC /NY | HARKINS CHARLES F | Officer; VP Sales & Marketing | Specialty Chemicals | OPT+S | $3.52 | 17,788 | $62,591 | 242,264 | -6.8% |
| 2012-09-06 23:38 | 2012-09-04 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $56.13 | 1,000 | $56,127 | 150,408 | -0.7% |
| 2012-09-07 00:26 | 2012-09-05 | POL | AVIENT CORP | Schuering Kurt C | Officer; SVP, President of Distribution | Specialty Chemicals | BUY | $15.49 | 16,146 | $250,102 | 38,040 | +73.7% |
| 2012-09-06 18:33 | 2012-09-04 | WDFC | WD 40 CO | COLLATO RICHARD A | Director | Specialty Chemicals | OPT+S | $50.00 | 4,000 | $200,000 | 11,067 | -26.5% |
| 2012-09-07 00:13 | 2012-09-06 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.50 | 2,000 | $25,000 | 1,573,853 | +0.1% |
| 2012-09-05 23:37 | 2012-09-04 | MTX | MINERALS TECHNOLOGIES INC | Meek Thomas J | Officer; Senior Vice President | Specialty Chemicals | BUY | $0.00 | 0 | $0 | 535 | 0.0% |
| 2012-09-05 19:49 | 2012-08-31 | EMN | EASTMAN CHEMICAL CO | LEE THERESA K | Officer; SVP, Chf Lgl & Admin Ofcr | Specialty Chemicals | SALE | $54.91 | 10,000 | $549,100 | 34,859 | -22.3% |
| 2012-09-06 02:41 | 2012-08-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $26.34 | 2,000 | $52,680 | 53,028 | -3.6% |
| 2012-09-05 17:43 | 2012-09-04 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $50.75 | 157,600 | $7,998,799 | 76,724,190 | -0.2% |
| 2012-09-05 18:26 | 2012-09-04 | UFPI | UFP INDUSTRIES INC | COLE MICHAEL R | Officer; Chief Financial Officer | Lumber & Wood Production | SALE | $38.43 | 200 | $7,686 | 15,142 | -1.3% |
| 2012-09-05 18:57 | 2012-08-31 | MMP | Magellan Midstream Partners, L.P. | MEARS MICHAEL N | Officer; President & CEO | Aluminum | SALE | $82.70 | 20,000 | $1,654,000 | 43,733 | -31.4% |
| 2012-09-05 19:25 | 2012-09-04 | WDFC | WD 40 CO | FREEMAN MICHAEL L | Officer; Division President, Americas | Specialty Chemicals | OPT+S | $49.99 | 1 | $50 | 27,636 | 0.0% |
| 2012-09-04 21:13 | 2012-08-16 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer; Sr. VP-Corp Plan & Develop | Specialty Chemicals | SALE | $138.80 | 27,548 | $3,823,662 | 89,855 | -23.5% |
| 2012-09-04 22:04 | 2012-08-31 | TROX | Tronox Holdings plc | Romano John D | Officer; SVP & Pres, P&E Operations | Chemicals | SALE | $25.88 | 55,000 | $1,423,527 | 122,515 | -31.0% |
| 2012-09-04 18:48 | 2012-08-31 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $50.77 | 87,000 | $4,416,990 | 76,881,790 | -0.1% |
| 2012-09-04 18:04 | 2012-08-30 | SHW | SHERWIN WILLIAMS CO | Connor Christopher M | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $142.61 | 311,025 | $44,355,151 | 552,651 | -36.0% |
| 2012-09-04 23:26 | 2012-09-04 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.35 | 4,000 | $49,390 | 1,571,853 | +0.3% |
| 2012-08-31 22:50 | 2012-08-29 | FRD | FRIEDMAN INDUSTRIES INC | Reichenthal Max Alan | Director | Steel | BUY | $9.67 | 1,000 | $9,674 | 1,000 | +100.0% |
| 2012-08-31 23:43 | 2012-08-28 | MAGE | MAGELLAN COPPER & GOLD Corp | Gibbs John D | 10% owner | Gold | BUY | $0.06 | 1,164,091 | $64,840 | 36,326,541 | +3.3% |
| 2012-08-31 15:10 | 2012-08-30 | IOSP | INNOSPEC INC. | BEW ROBERT ERNEST | Other | Specialty Chemicals | SALE | $30.84 | 10,000 | $308,400 | 17,912 | -35.8% |
| 2012-08-31 23:25 | 2012-08-31 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.74 | 2,000 | $25,484 | 1,567,853 | +0.1% |
| 2012-08-30 17:59 | 2012-08-28 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $40.96 | 51,465 | $2,108,006 | 18,767,522 | -0.3% |
| 2012-08-30 18:07 | 2012-08-28 | TROX | Tronox Holdings plc | Ritter Edward G. | Officer; Controller, Chief Acctg Office | Chemicals | SALE | $26.88 | 3,500 | $94,080 | 17,800 | -16.4% |
| 2012-08-31 00:47 | 2012-08-28 | HWKN | HAWKINS INC | Pepski Kathleen P. | Officer; VP, CFO, & Treas | Specialty Chemicals | SALE | $39.00 | 19 | $741 | 14,100 | -0.1% |
| 2012-08-30 23:43 | 2012-08-28 | HDSN | HUDSON TECHNOLOGIES INC /NY | HARKINS CHARLES F | Officer; Vice Presidents Sales & Market | Specialty Chemicals | OPT+S | $3.55 | 20,000 | $71,000 | 260,052 | -7.1% |
| 2012-08-30 18:01 | 2012-08-28 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PETER | 10% owner | Agricultural Inputs | SALE | $40.96 | 51,465 | $2,108,006 | 2,593,551 | -1.9% |
| 2012-08-31 00:38 | 2012-08-30 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.70 | 2,000 | $25,400 | 1,565,853 | +0.1% |
| 2012-08-30 04:00 | 2012-08-27 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.35 | 417,671 | $4,323,062 | 4,717,015 | -8.1% |
| 2012-08-30 04:48 | 2012-08-28 | RS | RELIANCE, INC. | RUSTAND KAY | Officer; VP, General Counsel, Corp Sec | Steel | OPT+S | $52.31 | 8,289 | $433,598 | 24,725 | -25.1% |
| 2012-08-29 19:59 | 2012-08-27 | EMN | EASTMAN CHEMICAL CO | ESPELAND CURTIS E | Officer; SVP, CFO | Specialty Chemicals | OPT+S | $55.39 | 38,000 | $2,104,812 | 39,901 | -48.8% |
| 2012-08-30 00:04 | 2012-08-27 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; V.P. & Chief Financial Officer | Specialty Chemicals | OPT+S | $96.28 | 2,371 | $228,280 | 4,189 | -36.1% |
| 2012-08-30 00:42 | 2012-08-29 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.80 | 6,000 | $76,796 | 1,563,853 | +0.4% |
| 2012-08-29 00:38 | 2012-08-27 | ECL | ECOLAB INC. | Corkrean John J | Officer; Sr.VP and Corporate Controller | Specialty Chemicals | OPT+S | $66.23 | 1,000 | $66,231 | 9,785 | -9.3% |
| 2012-08-28 21:11 | 2012-08-27 | SYNL | Ascent Industries Co. | TERRY JAMES W JR | Director | Chemicals | BUY | $13.02 | 2,000 | $26,040 | 4,000 | +100.0% |
| 2012-08-28 15:12 | 2012-08-24 | K | KELLANOVA | KOROLOGOS ANN MCLAUGHLIN | Director | Gold | OPT+S | $51.45 | 4,890 | $251,580 | 4,531 | -51.9% |
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.