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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-19 02:27 | 2025-02-14 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $25.84 | 57,441 | $1,484,275 | 1,227,559 | -4.5% |
| 2025-02-19 00:56 | 2025-02-13 | ECL | ECOLAB INC. | HIGGINS ARTHUR J | Director | Specialty Chemicals | OPT+S | $263.05 | 1,800 | $473,490 | 26,535 | -6.4% |
| 2025-02-14 16:54 | 2025-02-13 | APD | Air Products and Chemicals Inc. | Galovich Brian | Officer; Exec VP, CIO | Specialty Chemicals | SALE | $315.79 | 2,089 | $659,685 | 5,278 | -28.4% |
| 2025-02-15 04:21 | 2025-02-14 | IE | Ivanhoe Electric Inc. | FRIEDLAND ROBERT M | Director, Officer; Executive Chairman | Copper | BUY | $0.00 | 816,667 | $0 | 1,436,303 | +131.8% |
| 2025-02-15 01:22 | 2023-05-22 | BLTH | AMERICAN BATTERY MATERIALS, INC. | Glenn Dylan | Director | Other Industrial Metals & Mining | BUY | $0.15 | 2,224 | $342 | 8,029 | +38.3% |
| 2025-02-15 00:50 | 2023-05-25 | BLTH | AMERICAN BATTERY MATERIALS, INC. | white patrick joseph | Director | Other Industrial Metals & Mining | BUY | $0.01 | 2,000 | $14 | 2,518 | +386.1% |
| 2025-02-15 01:06 | 2025-02-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.25 | 114,583 | $9,424,773 | 48,076,612 | -0.2% |
| 2025-02-15 00:38 | 2025-02-13 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $66.70 | 62,877 | $4,194,191 | 13,369,274 | -0.5% |
| 2025-02-15 01:49 | 2025-02-13 | SCCO | SOUTHERN COPPER CORP/ | PALOMINO BONILLA LUIS MIGUEL | Director | Copper | SALE | $94.00 | 100 | $9,400 | 2,813 | -3.4% |
| 2025-02-14 05:19 | 2025-02-12 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $4.54 | 11,562 | $52,534 | 995,400 | -1.1% |
| 2025-02-13 20:02 | 2025-02-12 | SMG | SCOTTS MIRACLE-GRO CO | Sandoval Brian E | Director | Agricultural Inputs | SALE | $65.86 | 1,513 | $99,646 | 13,039 | -10.4% |
| 2025-02-12 19:14 | 2025-02-11 | APD | Air Products and Chemicals Inc. | Hababou Ahmed | Officer; President, Middle East & India | Specialty Chemicals | SALE | $307.97 | 1,608 | $495,216 | 1,906 | -45.8% |
| 2025-02-13 04:55 | 2025-02-11 | JCTC | JEWETT CAMERON TRADING CO LTD | OREGON COMMUNITY FOUNDATION | 10% owner | Lumber & Wood Production | SALE | $4.72 | 1,572 | $7,414 | 1,006,962 | -0.2% |
| 2025-02-13 02:30 | 2025-02-10 | AXTA | Axalta Coating Systems Ltd. | Weaver Troy D. | Officer; President, Global Refinish | Specialty Chemicals | OPT+S | $37.57 | 10,457 | $392,869 | 74,905 | -12.3% |
| 2025-02-12 16:56 | 2025-02-10 | LIN | LINDE PLC | WOOD ROBERT L | Director | Specialty Chemicals | SALE | $456.26 | 2,900 | $1,323,154 | 14,013 | -17.1% |
| 2025-02-13 01:02 | 2025-02-10 | EXP | EAGLE MATERIALS INC | NICOLAIS MICHAEL R | Director | Building Materials | BUY | $257.36 | 310 | $79,781 | 3,655 | +9.3% |
| 2025-02-12 21:03 | 2025-02-11 | STLD | STEEL DYNAMICS INC | Pushis Glenn | Officer; Senior Vice President | Steel | SALE | $134.67 | 23,649 | $3,184,811 | 122,140 | -16.2% |
| 2025-02-11 21:22 | 2025-02-10 | APD | Air Products and Chemicals Inc. | Maione Francesco | Officer; President, Americas | Specialty Chemicals | SALE | $306.00 | 2,016 | $616,896 | 3,834 | -34.5% |
| 2025-02-11 19:22 | 2025-02-10 | APD | Air Products and Chemicals Inc. | Schaeffer Melissa N. | Officer; Exec Vice President and CFO | Specialty Chemicals | SALE | $307.32 | 3,233 | $993,566 | 10,680 | -23.2% |
| 2025-02-12 01:29 | 2025-02-11 | FRD | FRIEDMAN INDUSTRIES INC | Stevenson Tim Scott | Director | Steel | BUY | $17.23 | 1,500 | $25,845 | 28,675 | +5.5% |
| 2025-02-12 00:15 | 2025-02-07 | DOW | DOW INC. | Dial Debra L. | Director | Chemicals | BUY | $38.81 | 675 | $26,197 | 2,700 | +33.3% |
| 2025-02-12 00:43 | 2025-02-07 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | Director, 10% owner | Agricultural Inputs | SALE | $66.86 | 12,123 | $810,544 | 13,432,151 | -0.1% |
| 2025-02-10 20:28 | 2025-02-07 | APD | Air Products and Chemicals Inc. | Major Sean D | Officer; Executive VP & General Counsel | Specialty Chemicals | SALE | $315.46 | 4,500 | $1,419,570 | 14,273 | -24.0% |
| 2025-02-11 01:09 | 2025-02-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $82.23 | 114,583 | $9,422,263 | 48,191,195 | -0.2% |
| 2025-02-07 05:13 | 2025-02-04 | MP | MP Materials Corp. / DE | Litinsky James H. | Director, Officer; Chairman and CEO | Other Industrial Metals & Mining | SALE | $24.01 | 386,223 | $9,273,214 | 15,643,076 | -2.4% |
| 2025-02-06 18:28 | 2025-02-04 | OLN | OLIN Corp | Lane Kenneth Todd | Director, Officer; President & CEO | Chemicals | BUY | $28.06 | 7,250 | $203,447 | 7,250 | +100.0% |
| 2025-02-07 00:57 | 2025-02-04 | GDRZF | GOLD RESERVE LTD | Camac Capital, LLC | 10% owner | Gold | BUY | $1.62 | 100,000 | $162,000 | 10,178,153 | +1.0% |
| 2025-02-06 00:14 | 2025-01-27 | RLEA | Rubber Leaf Inc | Wang Hua | Director, Officer; CFO and Secretary | Specialty Chemicals | SALE | $2.50 | 40,000 | $100,000 | 2,301,866 | -1.7% |
| 2025-02-06 02:48 | 2025-02-04 | LCGMF | LION COPPER & GOLD CORP. | Naugle Charles Travis | Director | Other Industrial Metals & Mining | BUY | $0.06 | 65,000 | $3,900 | 1,398,333 | +4.9% |
| 2025-02-06 00:58 | 2025-02-03 | NEM | NEWMONT Corp /DE/ | Toth Peter | Officer; EVP & CDO | Gold | SALE | $42.89 | 3,000 | $128,670 | 79,596 | -3.6% |
| 2025-02-06 00:48 | 2025-02-03 | NEM | NEWMONT Corp /DE/ | Viljoen Natascha | Officer; EVP & COO | Gold | SALE | $42.89 | 9,000 | $386,010 | 136,967 | -6.2% |
| 2025-02-06 00:45 | 2025-02-03 | NEM | NEWMONT Corp /DE/ | Brook Bruce R | Director | Gold | SALE | $42.89 | 2,077 | $89,083 | 49,993 | -4.0% |
| 2025-02-05 00:25 | 2025-02-03 | ASIX | AdvanSix Inc. | Kane Erin N | Director, Officer; Chief Executive Officer | Chemicals | SALE | $30.19 | 5,000 | $150,954 | 502,795 | -1.0% |
| 2025-02-04 21:07 | 2025-01-31 | MTRN | MATERION Corp | Chadwick Shelly Marie | Officer; Vice President, Finance & CFO | Other Industrial Metals & Mining | SALE | $101.24 | 805 | $81,498 | 14,632 | -5.2% |
| 2025-02-04 00:30 | 2025-01-31 | ASH | Ashland Inc. | Assis Alessandra Faccin | Officer; SVP and GM, Life Sciences | Specialty Chemicals | BUY | $64.00 | 3,150 | $201,600 | 3,150 | +100.0% |
| 2025-02-03 19:50 | 2025-01-30 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Christopher | Officer; EVP & Chief of Staff | Agricultural Inputs | OPT+S | $71.50 | 3,568 | $255,115 | 55,972 | -6.0% |
| 2025-02-04 00:30 | 2025-01-31 | ASH | Ashland Inc. | NOVO GUILLERMO | Director, Officer; Chair of the Board and CEO | Specialty Chemicals | BUY | $64.24 | 31,294 | $2,010,327 | 31,294 | +100.0% |
| 2025-02-03 19:50 | 2025-01-30 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; Chairman & CEO | Agricultural Inputs | OPT+S | $71.56 | 142,733 | $10,213,388 | 88,310 | -61.8% |
| 2025-01-31 21:24 | 2025-01-27 | FRD | FRIEDMAN INDUSTRIES INC | Scott Sandra Kay | Director | Steel | BUY | $14.25 | 1,700 | $24,232 | 9,112 | +22.9% |
| 2025-01-31 03:00 | 2024-11-18 | IOSP | INNOSPEC INC. | GRIFFIN HARDY LOUIS III | Officer; SVP, HUMAN RESOURCES | Specialty Chemicals | SALE | $117.52 | 161 | $18,921 | 4,523 | -3.4% |
| 2025-01-31 02:55 | 2024-11-18 | IOSP | INNOSPEC INC. | BARNES CORBIN | Officer; SVP, Corporate Dev and IR | Specialty Chemicals | SALE | $117.52 | 307 | $36,079 | 8,051 | -3.7% |
| 2025-01-30 00:14 | 2025-01-27 | FUL | FULLER H B CO | Du Xinyu | Officer; Sr. VP, Global R&D | Specialty Chemicals | SALE | $63.72 | 309 | $19,689 | 2,254 | -12.1% |
| 2025-01-30 02:39 | 2025-01-28 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $26.70 | 42,076 | $1,123,295 | 56,987 | -42.5% |
| 2025-01-29 01:47 | 2025-01-27 | FMC | FMC CORP | Hugenneyer Thaisa | Officer; EVP - Integrated Supply Chain | Agricultural Inputs | OPT+S | $55.85 | 4 | $223 | 9,002 | 0.0% |
| 2025-01-29 00:58 | 2025-01-28 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $81.91 | 114,583 | $9,385,402 | 48,305,778 | -0.2% |
| 2025-01-27 17:40 | 2025-01-23 | FMC | FMC CORP | Reilly Michael Finian | Officer; EVP, General Counsel & Sec. | Agricultural Inputs | OPT+S | $55.25 | 2,958 | $163,430 | 25,468 | -10.4% |
| 2025-01-28 01:01 | 2025-01-23 | LOOP | Loop Industries, Inc. | Stubina Jay Howard | Director | Specialty Chemicals | BUY | $1.20 | 50,000 | $60,000 | 135,000 | +58.8% |
| 2025-01-28 01:01 | 2025-01-27 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $27.35 | 5,600 | $153,160 | 99,063 | -5.4% |
| 2025-01-25 00:33 | 2025-01-22 | ODC | Oil-Dri Corp of America | Lamson Christopher B | Officer; Group VP of Retail & Wholesale | Specialty Chemicals | SALE | $42.69 | 3,997 | $170,627 | 69,953 | -5.4% |
| 2025-01-25 00:52 | 2025-01-23 | ODC | Oil-Dri Corp of America | Ryan Amy | Director | Specialty Chemicals | SALE | $41.78 | 2,100 | $87,738 | 3,900 | -35.0% |
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.