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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-08-20 23:40 | 2012-08-16 | RS | RELIANCE, INC. | GIMBEL THOMAS W | Director | Steel | SALE | $53.18 | 12,000 | $638,110 | 1,742,139 | -0.7% |
| 2012-08-20 13:13 | 2012-08-14 | IOSP | INNOSPEC INC. | BRACEWELL Mark | Other | Specialty Chemicals | OPT+S | $31.07 | 2,996 | $93,086 | 3,649 | -45.1% |
| 2012-08-21 00:58 | 2012-08-20 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.65 | 4,000 | $50,600 | 1,518,175 | +0.3% |
| 2012-08-17 19:14 | 2012-08-16 | LYB | LyondellBasell Industries N.V. | Vasnetsov Sergey | Officer; SVP Strategic Planning | Specialty Chemicals | OPT+S | $47.94 | 34,978 | $1,676,845 | 53,391 | -39.6% |
| 2012-08-18 00:07 | 2012-08-15 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $3.73 | 479 | $1,788 | 76,887 | -0.6% |
| 2012-08-18 00:07 | 2012-08-15 | GEVO | Gevo, Inc. | Glassner David | Officer; EVP, Technology | Specialty Chemicals | SALE | $3.76 | 203 | $762 | 31,843 | -0.6% |
| 2012-08-17 19:13 | 2012-08-16 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $94.43 | 1,000 | $94,430 | 8,986 | -10.0% |
| 2012-08-17 22:04 | 2012-08-15 | EMN | EASTMAN CHEMICAL CO | HORNBAKER RENEE J | Director | Specialty Chemicals | OPT+S | $53.75 | 4,000 | $215,000 | 12,274 | -24.6% |
| 2012-08-17 17:40 | 2012-08-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.00 | 155,000 | $7,905,016 | 77,318,790 | -0.2% |
| 2012-08-17 14:55 | 2012-08-16 | UFPI | UFP INDUSTRIES INC | JAMES DONALD L | Officer; Exec VP National Sales | Lumber & Wood Production | SALE | $34.15 | 750 | $25,610 | 13,492 | -5.3% |
| 2012-08-18 00:15 | 2012-08-17 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.27 | 4,000 | $49,060 | 1,514,175 | +0.3% |
| 2012-08-16 22:02 | 2012-08-14 | EMN | EASTMAN CHEMICAL CO | Nelson Greg W. | Officer; SVP & Chief Technology Officer | Specialty Chemicals | OPT+S | $53.67 | 47,100 | $2,527,692 | 24,292 | -66.0% |
| 2012-08-16 18:29 | 2012-08-16 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $3.72 | 13,300 | $49,476 | 62,065 | +27.3% |
| 2012-08-17 00:09 | 2012-08-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $209.53 | 75,000 | $15,714,540 | 142,986 | -34.4% |
| 2012-08-17 00:09 | 2012-08-14 | CF | CF Industries Holdings, Inc. | White Lynn F | Officer; VP, Corporate Development | Agricultural Inputs | OPT+S | $209.80 | 7,296 | $1,530,689 | 5,829 | -55.6% |
| 2012-08-17 00:09 | 2012-08-15 | CF | CF Industries Holdings, Inc. | Will W Anthony | Officer; Sr. VP, Manufacturing & Dist. | Agricultural Inputs | SALE | $210.01 | 4,180 | $877,842 | 11,299 | -27.0% |
| 2012-08-16 21:19 | 2012-08-14 | MERC | MERCER INTERNATIONAL INC. | WITTS GRAEME | Director | Paper & Paper Products | BUY | $5.98 | 28,849 | $172,376 | 143,685 | +25.1% |
| 2012-08-16 16:45 | 2012-08-14 | FMC | FMC CORP | STEELE MILTON | Officer; Pres., Agricultural Chem. Gp. | Agricultural Inputs | SALE | $53.77 | 44,909 | $2,414,761 | 114,554 | -28.2% |
| 2012-08-16 00:15 | 2012-08-13 | ZEUS | Olympic Steel Inc. | McNeeley Donald R. Jr. | Director | Steel | BUY | $16.48 | 15,142 | $249,504 | 88,778 | +20.6% |
| 2012-08-15 16:46 | 2012-08-13 | OLN | OLIN Corp | Greer GBruce | Officer; VP,Strategic Plan.&Info. Tech. | Chemicals | SALE | $20.50 | 1,220 | $25,016 | 5,293 | -18.7% |
| 2012-08-15 23:49 | 2012-08-14 | GPRE | Green Plains Inc. | BRIGGS JEFFREY S. | Officer; Chief Operating Officer | Chemicals | BUY | $4.19 | 1,000 | $4,190 | 125,641 | +0.8% |
| 2012-08-15 20:59 | 2012-08-13 | MERC | MERCER INTERNATIONAL INC. | WITTS GRAEME | Director | Paper & Paper Products | BUY | $5.92 | 21,151 | $125,129 | 114,836 | +22.6% |
| 2012-08-16 03:56 | 2012-08-13 | RS | RELIANCE, INC. | GIMBEL THOMAS W | Director | Steel | SALE | $52.69 | 80 | $4,215 | 0 | -100.0% |
| 2012-08-15 13:21 | 2012-08-13 | IOSP | INNOSPEC INC. | HESSNER CATHERINE | Officer; Senior VP - Human Resources | Specialty Chemicals | OPT+S | $30.18 | 3,468 | $104,661 | 33,237 | -9.4% |
| 2012-08-15 15:18 | 2012-05-10 | IOSP | INNOSPEC INC. | Cleminson Ian | Officer; Exec VP & CFO | Specialty Chemicals | OPT+S | $30.93 | 15,389 | $475,982 | 19,789 | -43.7% |
| 2012-08-16 01:27 | 2012-08-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.94 | 8,000 | $95,556 | 1,510,175 | +0.5% |
| 2012-08-16 01:25 | 2012-08-13 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $36.56 | 75,648 | $2,765,630 | 24,352 | -75.6% |
| 2012-08-14 22:07 | 2012-08-13 | EMN | EASTMAN CHEMICAL CO | Motte Godefroy AFE | Officer; Senior Vice President | Specialty Chemicals | OPT+S | $54.39 | 16,400 | $891,996 | 28,114 | -36.8% |
| 2012-08-14 21:06 | 2012-08-13 | ALB | Albemarle Corporation | Parnell Anthony Stephen | Officer; VP - Global Supply Chain | Specialty Chemicals | OPT+S | $60.50 | 20,000 | $1,210,000 | 4,435 | -81.8% |
| 2012-08-14 23:05 | 2012-08-10 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; Sr. VP, Gen. Coun. & Secretary | Agricultural Inputs | SALE | $208.33 | 8,637 | $1,799,348 | 10,642 | -44.8% |
| 2012-08-14 23:03 | 2012-08-10 | CF | CF Industries Holdings, Inc. | Koch Philipp P | Officer; VP, Supply Chain | Agricultural Inputs | OPT+S | $210.15 | 8,190 | $1,721,125 | 11,526 | -41.5% |
| 2012-08-14 23:48 | 2012-08-10 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | STONE MARK J | Director | Specialty Chemicals | SALE | $9.85 | 2,059 | $20,289 | 0 | -100.0% |
| 2012-08-14 17:41 | 2012-08-13 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.00 | 25,700 | $1,310,736 | 77,473,790 | 0.0% |
| 2012-08-15 01:38 | 2012-08-14 | POL | AVIENT CORP | NEWLIN STEPHEN D | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $15.91 | 42,719 | $679,587 | 436,004 | -8.9% |
| 2012-08-15 00:29 | 2012-08-14 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.12 | 6,000 | $72,700 | 1,502,175 | +0.4% |
| 2012-08-13 15:49 | 2012-08-10 | PPG | PPG INDUSTRIES INC | SEKMAKAS VIKTORAS R | Officer; Sr.VP Ind Coat & Pres PPG Euro | Specialty Chemicals | OPT+S | $110.22 | 11,200 | $1,234,486 | 15,439 | -42.0% |
| 2012-08-14 00:39 | 2012-08-13 | LYB | LyondellBasell Industries N.V. | Quarles Patrick D. | Officer; SVP Inter & Derivatives | Specialty Chemicals | OPT+S | $46.72 | 15,036 | $702,482 | 103,382 | -12.7% |
| 2012-08-13 20:23 | 2012-08-09 | EMN | EASTMAN CHEMICAL CO | Costa Mark J | Officer; Executive Vice President | Specialty Chemicals | SALE | $54.22 | 15,000 | $813,300 | 50,422 | -22.9% |
| 2012-08-13 20:10 | 2012-08-09 | CF | CF Industries Holdings, Inc. | Hoker Richard A | Officer; VP and Corporate Controller | Agricultural Inputs | OPT+S | $213.14 | 8,150 | $1,737,080 | 8,983 | -47.6% |
| 2012-08-13 20:10 | 2012-08-09 | CF | CF Industries Holdings, Inc. | Will W Anthony | Officer; Sr. VP, Manufacturing & Dist. | Agricultural Inputs | SALE | $210.00 | 5,000 | $1,050,000 | 14,640 | -25.5% |
| 2012-08-13 23:49 | 2012-08-09 | WLK | WESTLAKE CORP | Taylor Jeffrey L | Officer; Sr VP, Polyethylene | Specialty Chemicals | OPT+S | $67.10 | 11,720 | $786,404 | 14,641 | -44.5% |
| 2012-08-13 23:47 | 2012-08-09 | WLK | WESTLAKE CORP | Kenner Andrew | Officer; VP - Manufacturing | Specialty Chemicals | OPT+S | $66.81 | 4,155 | $277,591 | 12,145 | -25.5% |
| 2012-08-14 04:23 | 2012-08-09 | RS | RELIANCE, INC. | MOLLINS GREGG J | Director, Officer; President and COO | Steel | SALE | $53.15 | 1,392 | $73,985 | 175,327 | -0.8% |
| 2012-08-13 23:19 | 2012-08-09 | KWR | QUAKER CHEMICAL CORP | DELATTRE EDWIN J | Director | Specialty Chemicals | SALE | $45.58 | 2,000 | $91,161 | 12,364 | -13.9% |
| 2012-08-13 18:45 | 2012-08-10 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; Sr. VP-Finance and CFO | Specialty Chemicals | OPT+S | $140.33 | 34,152 | $4,792,550 | 72,981 | -31.9% |
| 2012-08-13 17:29 | 2012-08-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $51.00 | 19,300 | $984,300 | 77,499,490 | 0.0% |
| 2012-08-14 01:59 | 2012-08-13 | POL | AVIENT CORP | NEWLIN STEPHEN D | Director, Officer; Chairman, President & CEO | Specialty Chemicals | OPT+S | $15.68 | 54,070 | $847,547 | 478,723 | -10.1% |
| 2012-08-13 23:24 | 2012-08-10 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; President and COO | Specialty Chemicals | OPT+S | $26.85 | 7,092 | $190,432 | 335,688 | -2.1% |
| 2012-08-14 01:16 | 2012-08-13 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.95 | 2,000 | $23,900 | 1,496,175 | +0.1% |
| 2012-08-11 00:59 | 2012-08-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $76.57 | 5,000 | $382,850 | 77,488 | -6.1% |
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.