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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-07-24 23:06 | 2012-07-24 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.60 | 5,000 | $58,000 | 1,451,915 | +0.3% |
| 2012-07-25 00:04 | 2010-07-07 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $19.26 | 8,171 | $157,408 | 252,580 | +3.3% |
| 2012-07-24 23:31 | 2012-07-12 | ALB | Albemarle Corporation | OBRIEN JAMES J /KY | Director | Specialty Chemicals | BUY | $57.19 | 1,082 | $61,878 | 1,082 | +100.0% |
| 2012-07-23 22:08 | 2012-07-19 | OMEX | ODYSSEY MARINE EXPLORATION INC | Holmes Michael J | Officer; CFO | Other Industrial Metals & Mining | SALE | $4.00 | 7,750 | $31,000 | 157,221 | -4.7% |
| 2012-07-23 22:29 | 2012-07-19 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $96.43 | 762 | $73,480 | 9,986 | -7.1% |
| 2012-07-23 23:53 | 2012-07-23 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.75 | 5,000 | $58,750 | 1,446,915 | +0.3% |
| 2012-07-20 22:18 | 2012-07-13 | ENZR | NextSource Materials Inc. | Schler Richard E | Director, Officer; VP & CFO | Other Industrial Metals & Mining | BUY | $0.15 | 200,000 | $30,000 | 3,860,000 | +5.5% |
| 2012-07-20 20:25 | 2012-07-13 | ENZR | NextSource Materials Inc. | Heng Joseph | Other | Other Industrial Metals & Mining | BUY | $0.15 | 250,000 | $37,500 | 1,350,000 | +22.7% |
| 2012-07-20 20:02 | 2012-07-13 | ENZR | NextSource Materials Inc. | McKinnon Jacob | Other | Other Industrial Metals & Mining | BUY | $0.15 | 250,000 | $37,500 | 1,625,000 | +18.2% |
| 2012-07-20 23:51 | 2012-07-18 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $47.72 | 3,177 | $151,606 | 63,885 | -4.7% |
| 2012-07-20 23:49 | 2012-07-20 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.39 | 2,000 | $22,779 | 1,441,915 | +0.1% |
| 2012-07-20 01:00 | 2012-07-17 | LYB | LyondellBasell Industries N.V. | Quarles Patrick D. | Officer; SVP Inter & Derivatives | Specialty Chemicals | OPT+S | $42.00 | 45,108 | $1,894,536 | 103,382 | -30.4% |
| 2012-07-19 22:43 | 2012-07-17 | GEVO | Gevo, Inc. | Glassner David | Officer; EVP, Technology | Specialty Chemicals | SALE | $4.38 | 203 | $890 | 32,264 | -0.6% |
| 2012-07-19 17:58 | 2012-07-17 | ODC | Oil-Dri Corp of America | JAFFEE DANIEL S | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $21.57 | 5,000 | $107,850 | 0 | -100.0% |
| 2012-07-20 00:09 | 2012-07-19 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.58 | 2,000 | $25,151 | 1,439,915 | +0.1% |
| 2012-07-18 21:32 | 2012-06-19 | PROF | Rise Gold Corp. | Schweitzer John H. | Director, Officer; Pres., CEO, Sec., Treas. | Gold | BUY | $0.00 | 500,000 | $700 | 72,500,000 | +0.7% |
| 2012-07-18 21:25 | 2012-06-19 | PROF | Rise Gold Corp. | HOFER MICHAEL | Director | Gold | BUY | $0.00 | 500,000 | $700 | 500,000 | +100.0% |
| 2012-07-19 01:32 | 2012-07-17 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $4.37 | 480 | $2,098 | 77,881 | -0.6% |
| 2012-07-18 15:28 | 2012-07-13 | UFPI | UFP INDUSTRIES INC | DUTTON DAN M | Other | Lumber & Wood Production | SALE | $40.00 | 1,000 | $40,000 | 12,344 | -7.5% |
| 2012-07-18 19:45 | 2012-07-16 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $47.86 | 21,000 | $1,005,142 | 63,885 | -24.7% |
| 2012-07-19 01:29 | 2012-07-18 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $11.47 | 2,000 | $22,940 | 1,437,915 | +0.1% |
| 2012-07-17 18:43 | 2012-07-16 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $194.39 | 50,000 | $9,719,540 | 139,886 | -26.3% |
| 2012-07-17 23:26 | 2012-07-13 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $94.93 | 500 | $47,465 | 26,330 | -1.9% |
| 2012-07-18 02:24 | 2012-07-13 | WDFC | WD 40 CO | LANG LINDA | Director | Specialty Chemicals | OPT+S | $48.28 | 4,500 | $217,251 | 12,525 | -26.4% |
| 2012-07-16 23:37 | 2012-07-12 | USLM | UNITED STATES LIME & MINERALS INC | DOUMET ANTOINE M | Director | Building Materials | SALE | $48.55 | 6,000 | $291,300 | 0 | -100.0% |
| 2012-07-16 16:53 | 2012-07-13 | WDFC | WD 40 CO | FREEMAN MICHAEL L | Officer; Division President, Americas | Specialty Chemicals | OPT+S | $47.99 | 7,700 | $369,523 | 27,623 | -21.8% |
| 2012-07-13 23:56 | 2012-07-11 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $74.45 | 5,000 | $372,250 | 82,488 | -5.7% |
| 2012-07-14 00:00 | 2012-07-12 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $10.43 | 6,329 | $65,980 | 5,136,086 | +0.1% |
| 2012-07-14 00:00 | 2012-07-11 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.49 | 12,120 | $127,195 | 5,134,686 | -0.2% |
| 2012-07-12 22:04 | 2012-07-12 | LYB | LyondellBasell Industries N.V. | Buchanan Robin W.T. | Director | Specialty Chemicals | BUY | $38.93 | 1,027 | $39,984 | 23,820 | +4.5% |
| 2012-07-11 21:36 | 2012-07-10 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $0.00 | 1,000 | $0 | 55,028 | -1.8% |
| 2012-07-10 23:36 | 2012-07-06 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.53 | 17,250 | $181,629 | 5,140,477 | -0.3% |
| 2012-07-06 17:59 | 2012-07-05 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $49.52 | 84,200 | $4,169,946 | 78,268,790 | -0.1% |
| 2012-07-05 22:10 | 2012-07-03 | CMC | COMMERCIAL METALS Co | GAJDOS LUDOVIT | Officer; VP CMC & Pres. CMC Europe | Steel | SALE | $13.15 | 4,125 | $54,244 | 47,827 | -7.9% |
| 2012-07-06 00:09 | 2012-07-02 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.55 | 21,309 | $224,902 | 5,157,727 | -0.4% |
| 2012-07-06 02:37 | 2012-07-02 | EXP | EAGLE MATERIALS INC | NICOLAIS MICHAEL R | Director | Building Materials | OPT+S | $38.22 | 3,336 | $127,515 | 9,501 | -26.0% |
| 2012-07-04 02:28 | 2012-07-02 | KALU | KAISER ALUMINUM CORP | Bunin Pete | Officer; SVP - Operations | Aluminum | SALE | $51.93 | 1,000 | $51,930 | 45,012 | -2.2% |
| 2012-07-04 02:25 | 2012-07-03 | FUL | FULLER H B CO | CHUGG JULIANA L | Director | Specialty Chemicals | SALE | $31.00 | 1,368 | $42,408 | 0 | -100.0% |
| 2012-07-04 02:26 | 2012-07-02 | FUL | FULLER H B CO | GILLIGAN KEVIN M | Officer; VP, Global Supply Chain | Specialty Chemicals | SALE | $30.35 | 3,000 | $91,052 | 10,932 | -21.5% |
| 2012-07-04 01:52 | 2012-06-29 | EXP | EAGLE MATERIALS INC | Devlin William R | Officer; SVP, Controller | Building Materials | OPT+S | $37.50 | 2,500 | $93,750 | 23,717 | -9.5% |
| 2012-07-03 23:10 | 2012-06-29 | KWR | QUAKER CHEMICAL CORP | BARRY MICHAEL F | Director, Officer; Chairman, CEO and President | Specialty Chemicals | OPT+S | $45.00 | 15,565 | $700,425 | 138,024 | -10.1% |
| 2012-07-04 02:29 | 2012-07-02 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $51.61 | 500 | $25,805 | 132,466 | -0.4% |
| 2012-07-03 23:02 | 2012-07-03 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $49.51 | 115,800 | $5,732,818 | 78,352,990 | -0.1% |
| 2012-07-02 23:03 | 2012-06-28 | SANW | S&W Seed Company | YELLOWJACKET, LP | 10% owner | Agricultural Inputs | SALE | $5.23 | 11,195 | $58,502 | 1,897,605 | -0.6% |
| 2012-07-02 23:12 | 2012-06-28 | SANW | S&W Seed Company | LISHMAN ROBERT W | 10% owner | Agricultural Inputs | SALE | $5.23 | 11,195 | $58,502 | 1,897,605 | -0.6% |
| 2012-07-03 00:23 | 2012-07-02 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.78 | 949 | $12,131 | 1,435,915 | +0.1% |
| 2012-06-30 00:49 | 2012-06-27 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.50 | 13,731 | $144,176 | 5,179,036 | -0.3% |
| 2012-06-29 21:46 | 2012-06-28 | MAGE | MAGELLAN COPPER & GOLD Corp | Gibbs John D | 10% owner | Gold | BUY | $0.01 | 1,500,000 | $15,000 | 31,645,950 | +5.0% |
| 2012-06-30 00:07 | 2012-06-29 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $12.79 | 4,000 | $51,155 | 1,434,966 | +0.3% |
| 2012-06-28 22:03 | 2012-06-27 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | O'Leary Richard | Officer; Controller | Specialty Chemicals | SALE | $54.29 | 10,701 | $580,936 | 14,531 | -42.4% |
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.