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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-05-11 17:59 | 2012-05-10 | SMG | SCOTTS MIRACLE-GRO CO | SHERN STEPHANIE M | Director | Agricultural Inputs | OPT+S | $47.30 | 15,463 | $731,349 | 2,000 | -88.5% |
| 2012-05-10 19:57 | 2012-05-10 | GEVO | Gevo, Inc. | DeMuth Brant | Officer; EVP, Strategy and Corp. Dev. | Specialty Chemicals | BUY | $7.25 | 5,000 | $36,245 | 27,769 | +22.0% |
| 2012-05-10 23:16 | 2012-05-09 | GPRE | Green Plains Inc. | BRIGGS JEFFREY S. | Officer; Chief Operating Officer | Chemicals | BUY | $7.08 | 1,500 | $10,625 | 121,641 | +1.2% |
| 2012-05-10 15:41 | 2012-05-08 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | OPT+S | $122.85 | 9,730 | $1,195,331 | 18,316 | -34.7% |
| 2012-05-11 01:09 | 2012-05-10 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $50.33 | 3,000 | $150,994 | 456,893 | +0.7% |
| 2012-05-10 18:42 | 2012-05-09 | SWM | Mativ Holdings, Inc. | Martinez Wilfred A | Officer; Pres - Americas & VP LIP Ops | Specialty Chemicals | SALE | $70.07 | 3,000 | $210,224 | 21,057 | -12.5% |
| 2012-05-09 23:49 | 2012-05-07 | ZEUS | Olympic Steel Inc. | Della Ratta Ralph M Jr | Director | Steel | BUY | $19.43 | 600 | $11,658 | 3,790 | +18.8% |
| 2012-05-10 00:21 | 2012-05-08 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; Vice President & CFO | Other Industrial Metals & Mining | OPT+S | $76.18 | 2,000 | $152,360 | 51,558 | -3.7% |
| 2012-05-10 00:36 | 2012-05-09 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.23 | 1,700 | $2,091 | 822,962 | +0.2% |
| 2012-05-10 01:04 | 2012-05-09 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $50.50 | 1,200 | $60,600 | 453,893 | +0.3% |
| 2012-05-08 18:31 | 2012-05-08 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $7.75 | 1,000 | $7,750 | 48,765 | +2.1% |
| 2012-05-08 18:22 | 2012-05-04 | KOP | Koppers Holdings Inc. | Lacy Steven R | Officer; Sr. VP, Admin., GC & Sec | Specialty Chemicals | SALE | $38.94 | 2,000 | $77,878 | 49,198 | -3.9% |
| 2012-05-08 23:08 | 2012-05-07 | GPRE | Green Plains Inc. | BRIGGS JEFFREY S. | Officer; Chief Operating Officer | Chemicals | BUY | $7.50 | 500 | $3,750 | 120,141 | +0.4% |
| 2012-05-08 23:10 | 2012-05-04 | ZEUS | Olympic Steel Inc. | MARABITO RICHARD T | Officer; Chief Financial Officer | Steel | BUY | $19.85 | 1,000 | $19,850 | 2,500 | +66.7% |
| 2012-05-09 03:04 | 2012-05-04 | NEM | NEWMONT Corp /DE/ | Schummer David | Officer; SVP, African Operations | Gold | SALE | $45.27 | 81 | $3,667 | 9,341 | -0.9% |
| 2012-05-09 03:02 | 2012-05-04 | NEM | NEWMONT Corp /DE/ | KERR THOMAS R. | Officer; SVP, North American Operations | Gold | SALE | $45.32 | 25 | $1,133 | 20,441 | -0.1% |
| 2012-05-08 21:37 | 2012-05-04 | POL | AVIENT CORP | Diemer Richard J JR | Officer; SVP, and CFO | Specialty Chemicals | BUY | $13.32 | 20,000 | $266,300 | 35,000 | +133.3% |
| 2012-05-09 02:04 | 2012-05-07 | ENRT | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.10 | 5,000 | $500 | 999,500 | +0.5% |
| 2012-05-08 19:29 | 2012-05-07 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.26 | 7,000 | $8,840 | 821,262 | +0.9% |
| 2012-05-08 01:07 | 2012-05-03 | ECL | ECOLAB INC. | Mulhere Timothy P | Officer; EVP & Pres. Gobal Healthcare | Specialty Chemicals | OPT+S | $63.97 | 10,000 | $639,701 | 4,786 | -67.6% |
| 2012-05-07 22:03 | 2012-05-07 | GEVO | Gevo, Inc. | Gruber Patrick R. | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $7.70 | 2,600 | $20,020 | 47,765 | +5.8% |
| 2012-05-08 01:25 | 2012-05-07 | ECL | ECOLAB INC. | Hickey Michael A | Officer; Ex.VP & Pres. Institutional | Specialty Chemicals | OPT+S | $64.00 | 11,500 | $736,000 | 25,142 | -31.4% |
| 2012-05-07 23:59 | 2012-05-03 | CBT | CABOT CORP | Kelly James Patrick | Officer; Vice President and Controller | Specialty Chemicals | SALE | $44.97 | 200 | $8,994 | 29,326 | -0.7% |
| 2012-05-08 00:19 | 2012-05-07 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $51.00 | 580 | $29,580 | 452,693 | +0.1% |
| 2012-05-04 20:13 | 2012-05-03 | SHW | SHERWIN WILLIAMS CO | Wells Robert J | Officer; SrVP-Corp Com & Public Affairs | Specialty Chemicals | OPT+S | $122.09 | 21,301 | $2,600,641 | 15,282 | -58.2% |
| 2012-05-04 20:27 | 2012-05-03 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | OPT+S | $122.70 | 5,270 | $646,629 | 18,316 | -22.3% |
| 2012-05-04 16:38 | 2012-05-02 | SHW | SHERWIN WILLIAMS CO | SEITZ THOMAS W | Officer; Sr. VP-Strat. Excell. Init. | Specialty Chemicals | OPT+S | $121.56 | 61,894 | $7,523,835 | 37,599 | -62.2% |
| 2012-05-03 23:58 | 2012-05-02 | GEVO | Gevo, Inc. | Glassner David | Officer; EVP, Technology | Specialty Chemicals | SALE | $9.46 | 547 | $5,175 | 71,009 | -0.8% |
| 2012-05-03 21:51 | 2012-05-01 | ALB | Albemarle Corporation | Parnell Anthony Stephen | Officer; VP - Global Supply Chain | Specialty Chemicals | OPT+S | $66.00 | 10,000 | $660,000 | 4,435 | -69.3% |
| 2012-05-03 23:29 | 2012-05-01 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $40.00 | 15,000 | $600,000 | 268,630 | -5.3% |
| 2012-05-03 23:57 | 2012-05-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $25.01 | 1,000 | $25,010 | 56,011 | -1.8% |
| 2012-05-03 18:20 | 2012-05-01 | OLN | OLIN Corp | MCINTOSH JOHN L | Officer; Sr. Vice President, Operations | Chemicals | SALE | $20.85 | 7,352 | $153,317 | 25,056 | -22.7% |
| 2012-05-03 20:01 | 2012-05-01 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer; President & COO | Specialty Chemicals | OPT+S | $121.18 | 37,624 | $4,559,111 | 117,123 | -24.3% |
| 2012-05-03 23:35 | 2012-05-03 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.28 | 4,000 | $5,102 | 814,262 | +0.5% |
| 2012-05-02 17:13 | 2012-04-30 | OLN | OLIN Corp | Greer GBruce | Officer; VP,Strategic Plan.&Info. Tech. | Chemicals | SALE | $20.98 | 3,575 | $75,013 | 6,513 | -35.4% |
| 2012-05-02 23:21 | 2012-05-01 | GPRE | Green Plains Inc. | Bleyl Carl S | Officer; EVP of Ethanol Marketing | Chemicals | BUY | $8.12 | 1,000 | $8,120 | 111,475 | +0.9% |
| 2012-05-02 23:21 | 2012-04-30 | GPRE | Green Plains Inc. | BRIGGS JEFFREY S. | Officer; Chief Operating Officer | Chemicals | BUY | $8.00 | 1,000 | $8,000 | 119,641 | +0.8% |
| 2012-05-03 04:31 | 2012-05-01 | RS | RELIANCE, INC. | HANNAH DAVID H | Director, Officer; CEO and Chairman | Steel | OPT+S | $56.71 | 50,000 | $2,835,545 | 260,000 | -16.1% |
| 2012-05-03 02:50 | 2012-05-01 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $52.84 | 500 | $26,422 | 133,466 | -0.4% |
| 2012-05-03 00:10 | 2012-05-01 | CLF | CLEVELAND-CLIFFS INC. | TOMPKINS P KELLY | Officer; EVP Legal Govt. Aff.& Sustain. | Steel | BUY | $62.07 | 3,000 | $186,205 | 18,420 | +19.5% |
| 2012-05-02 18:30 | 2012-05-01 | SXT | SENSIENT TECHNOLOGIES CORP | MALIN RICHARD | Officer; Assistant Controller | Specialty Chemicals | OPT+S | $37.46 | 15,000 | $561,869 | 9,657 | -60.8% |
| 2012-05-02 20:43 | 2012-05-01 | NUE | NUCOR CORP | HALL LADD R | Officer; Executive Vice President | Steel | SALE | $39.77 | 10,120 | $402,466 | 44,371 | -18.6% |
| 2012-05-01 22:27 | 2012-04-30 | LYB | LyondellBasell Industries N.V. | Covezzi Massimo | Officer; SVP Research & Development | Specialty Chemicals | OPT+S | $42.67 | 47,992 | $2,047,627 | 81,426 | -37.1% |
| 2012-05-01 22:26 | 2012-04-30 | LYB | LyondellBasell Industries N.V. | Svelto Francesco | Officer; Vice President and Treasurer | Specialty Chemicals | OPT+S | $42.67 | 19,638 | $838,001 | 33,320 | -37.1% |
| 2012-05-01 23:59 | 2012-04-27 | KWR | QUAKER CHEMICAL CORP | HILL GEORGE H | Other | Specialty Chemicals | SALE | $43.00 | 1,860 | $79,980 | 3,500 | -34.7% |
| 2012-05-01 23:58 | 2012-04-27 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP & Managing Director - A/P | Specialty Chemicals | SALE | $42.90 | 2,500 | $107,250 | 11,931 | -17.3% |
| 2012-05-01 23:36 | 2012-05-01 | CMC | COMMERCIAL METALS Co | MILLS RICK J | Director | Steel | BUY | $15.09 | 100 | $1,509 | 10,100 | +1.0% |
| 2012-05-02 00:01 | 2012-04-27 | KWR | QUAKER CHEMICAL CORP | FEATHERSTONE MARK A | Officer; VP & CFO | Specialty Chemicals | OPT+S | $42.50 | 2,000 | $85,000 | 15,635 | -11.3% |
| 2012-05-01 20:13 | 2012-04-30 | SHW | SHERWIN WILLIAMS CO | SMUCKER RICHARD K | Director | Specialty Chemicals | OPT+S | $120.35 | 3,500 | $421,225 | 14,990 | -18.9% |
| 2012-05-02 00:29 | 2012-05-01 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.03 | 2,693 | $142,806 | 452,113 | +0.6% |
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.