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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-03-23 22:02 | 2012-03-06 | GPRE | Green Plains Inc. | NTR plc | 10% owner | Chemicals | SALE | $10.06 | 3,450,000 | $34,707,000 | 4,277,653 | -44.6% |
| 2012-03-23 23:40 | 2012-03-22 | ODC | Oil-Dri Corp of America | LIBERT JEFFREY M | Officer; Vice President and CFO | Specialty Chemicals | OPT+S | $20.50 | 3,700 | $75,867 | 10,010 | -27.0% |
| 2012-03-23 20:52 | 2012-03-21 | FF | FutureFuel Corp. | LEVY EDWIN A | Director | Specialty Chemicals | BUY | $10.51 | 4,200 | $44,160 | 278,750 | +1.5% |
| 2012-03-23 17:21 | 2012-03-22 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.33 | 20,000 | $26,500 | 810,262 | +2.5% |
| 2012-03-23 23:19 | 2012-03-23 | CMT | CORE MOLDING TECHNOLOGIES INC | O'Donovan Terrence James | Officer; VP, Marketing and Sales | Specialty Chemicals | BUY | $9.25 | 3,350 | $30,988 | 51,332 | +7.0% |
| 2012-03-24 00:12 | 2012-03-20 | TRER | Texas Mineral Resources Corp. | LIBRA ADVISORS LLC | 10% owner | Other Industrial Metals & Mining | SALE | $1.30 | 12,100 | $15,730 | 3,995,700 | -0.3% |
| 2012-03-22 23:22 | 2012-03-21 | REX | REX AMERICAN RESOURCES Corp | TOMCHIN LAWRENCE | Director | Chemicals | SALE | $32.00 | 200 | $6,400 | 13,835 | -1.4% |
| 2012-03-22 23:04 | 2012-03-20 | ODC | Oil-Dri Corp of America | LIBERT JEFFREY M | Officer; Vice President and CFO | Specialty Chemicals | OPT+S | $20.56 | 2,800 | $57,561 | 10,010 | -21.9% |
| 2012-03-22 19:49 | 2012-03-14 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.08 | 4,761 | $381 | 6,327,816 | +0.1% |
| 2012-03-22 19:44 | 2012-03-10 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.08 | 40 | $3 | 6,323,055 | +0.0% |
| 2012-03-21 22:06 | 2012-02-03 | STVF-OB | RANGE IMPACT, INC. | Brooke Robert T. | Director, Officer; CEO, SECRETARY, TREASURER | Other Industrial Metals & Mining | BUY | $0.00 | 2,572,500 | $5,660 | 2,572,500 | +100.0% |
| 2012-03-21 22:02 | 2012-02-03 | STVF-OB | RANGE IMPACT, INC. | DHILLON AVTAR S | Director, 10% owner | Other Industrial Metals & Mining | SALE | $0.00 | 26,350,000 | $57,970 | 5,150,000 | -83.7% |
| 2012-03-21 22:48 | 2012-03-19 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $89.43 | 1,475 | $131,909 | 12,748 | -10.4% |
| 2012-03-22 01:11 | 2012-03-19 | EXP | EAGLE MATERIALS INC | NICOLAIS MICHAEL R | Director | Building Materials | OPT+S | $35.65 | 9,933 | $354,153 | 8,388 | -54.2% |
| 2012-03-22 01:11 | 2012-03-19 | EXP | EAGLE MATERIALS INC | ROWLEY STEVE | Director, Officer; President & CEO | Building Materials | OPT+S | $35.70 | 134,021 | $4,784,778 | 364,443 | -26.9% |
| 2012-03-20 20:26 | 2012-03-19 | CBT | CABOT CORP | Keohane Sean D | Officer; Vice President | Specialty Chemicals | OPT+S | $43.25 | 60,000 | $2,595,000 | 17,491 | -77.4% |
| 2012-03-20 23:26 | 2012-03-19 | REX | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO, VP-Finance, Treasurer | Chemicals | OPT+S | $32.58 | 16,880 | $549,868 | 26,687 | -38.7% |
| 2012-03-20 20:28 | 2012-03-19 | CBT | CABOT CORP | THOMAS LYDIA W | Director | Specialty Chemicals | SALE | $42.95 | 3,000 | $128,850 | 29,908 | -9.1% |
| 2012-03-19 21:40 | 2012-03-15 | CLF | CLEVELAND-CLIFFS INC. | BRLAS LAURIE | Officer; Executive VP and CFO | Steel | SALE | $69.84 | 1,000 | $69,840 | 66,946 | -1.5% |
| 2012-03-19 19:06 | 2012-03-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.00 | 4,700 | $249,100 | 78,779,890 | 0.0% |
| 2012-03-19 18:09 | 2012-03-16 | PPG | PPG INDUSTRIES INC | USHER THOMAS J | Director | Specialty Chemicals | OPT+S | $93.40 | 5,000 | $467,012 | 1,000 | -83.3% |
| 2012-03-19 23:27 | 2012-03-16 | POL | AVIENT CORP | Diemer Richard J JR | Officer; SVP, and CFO | Specialty Chemicals | BUY | $13.67 | 15,000 | $205,050 | 15,000 | +100.0% |
| 2012-03-16 22:47 | 2012-03-14 | OMEX | ODYSSEY MARINE EXPLORATION INC | Barton Laura Lionetti | Officer; VP-Communications | Other Industrial Metals & Mining | SALE | $3.17 | 15,000 | $47,519 | 103,960 | -12.6% |
| 2012-03-16 23:48 | 2012-03-13 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $11.61 | 5,988 | $69,509 | 5,204,822 | -0.1% |
| 2012-03-16 20:07 | 2012-03-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $182.38 | 50,000 | $9,118,960 | 139,886 | -26.3% |
| 2012-03-17 00:37 | 2012-03-15 | REX | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO, VP-Finance, Treasurer | Chemicals | OPT+S | $33.17 | 14,970 | $496,561 | 41,037 | -26.7% |
| 2012-03-16 22:27 | 2012-03-15 | REX | REX AMERICAN RESOURCES Corp | KRESS EDWARD M | Director, Officer; Secretary | Chemicals | SALE | $33.07 | 20,000 | $661,484 | 57,134 | -25.9% |
| 2012-03-16 16:54 | 2012-03-15 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.40 | 10,000 | $14,000 | 790,262 | +1.3% |
| 2012-03-15 18:11 | 2012-03-14 | SHW | SHERWIN WILLIAMS CO | MOLL CURTIS E | Director | Specialty Chemicals | SALE | $107.20 | 7,592 | $813,862 | 21,426 | -26.2% |
| 2012-03-15 19:41 | 2012-03-14 | SSD | Simpson Manufacturing Co., Inc. | Magstadt Brian J | Officer; Chief Financial Officer | Lumber & Wood Production | SALE | $32.30 | 500 | $16,148 | 2,508 | -16.6% |
| 2012-03-15 19:36 | 2012-03-14 | SSD | Simpson Manufacturing Co., Inc. | Mackenzie Jeffrey Eric | Officer; Vice President | Lumber & Wood Production | SALE | $32.27 | 1,671 | $53,919 | 5,017 | -25.0% |
| 2012-03-15 19:35 | 2012-03-08 | SSD | Simpson Manufacturing Co., Inc. | Mackenzie Jeffrey Eric | Officer; Vice President | Lumber & Wood Production | SALE | $30.48 | 2,291 | $69,826 | 6,688 | -25.5% |
| 2012-03-15 21:35 | 2012-03-15 | REX | REX AMERICAN RESOURCES Corp | Alphonso Mervyn L | Director | Chemicals | SALE | $33.10 | 500 | $16,550 | 1,000 | -33.3% |
| 2012-03-15 17:42 | 2012-03-14 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer; Sr. VP-Corp Plan & Develop | Specialty Chemicals | OPT+S | $107.13 | 31,318 | $3,355,097 | 89,855 | -25.8% |
| 2012-03-15 23:54 | 2012-03-13 | EXP | EAGLE MATERIALS INC | Powers David B | Officer; Executive Vice President | Building Materials | OPT+S | $34.00 | 8,000 | $272,000 | 25,844 | -23.6% |
| 2012-03-15 23:56 | 2012-03-13 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $33.80 | 11,709 | $395,768 | 79,272 | -12.9% |
| 2012-03-15 17:53 | 2012-03-14 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.00 | 29,800 | $1,579,436 | 78,784,590 | 0.0% |
| 2012-03-16 02:17 | 2012-03-13 | WDFC | WD 40 CO | Mitchell Maria | Officer; VP, Corporate Secretary | Specialty Chemicals | OPT+S | $45.39 | 4,392 | $199,353 | 11,095 | -28.4% |
| 2012-03-15 21:05 | 2012-03-13 | WDFC | WD 40 CO | MILNER GRAHAM P | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $45.03 | 22,700 | $1,022,161 | 24,530 | -48.1% |
| 2012-03-15 03:01 | 2012-03-12 | CLF | CLEVELAND-CLIFFS INC. | Baisden Steve R. | Officer; VP, Investor Relations & Comm. | Steel | SALE | $70.00 | 500 | $35,000 | 6,379 | -7.3% |
| 2012-03-15 01:04 | 2012-03-12 | CBT | CABOT CORP | Prevost Patrick M. | Director, Officer; President and CEO | Specialty Chemicals | OPT+S | $42.04 | 30,000 | $1,261,200 | 221,166 | -11.9% |
| 2012-03-15 01:02 | 2012-02-27 | REE | RARE ELEMENT RESOURCES LTD | Pickarts Jaye Thomas | Officer; Chief Operating Officer | Other Industrial Metals & Mining | BUY | $6.04 | 4,100 | $24,761 | 3,253 | +100.0% |
| 2012-03-15 01:04 | 2012-03-12 | CBT | CABOT CORP | BERUBE BRIAN A | Officer; Vice President,General Counsel | Specialty Chemicals | SALE | $43.00 | 6,000 | $258,000 | 33,675 | -15.1% |
| 2012-03-15 00:21 | 2012-03-13 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $89.43 | 414 | $37,024 | 12,748 | -3.1% |
| 2012-03-14 23:44 | 2012-03-12 | EXP | EAGLE MATERIALS INC | ESSL GERALD J | Officer; Executive Vice President | Building Materials | OPT+S | $32.88 | 5,000 | $164,408 | 45,224 | -10.0% |
| 2012-03-14 23:37 | 2012-03-12 | KWR | QUAKER CHEMICAL CORP | ANDERSON JOSEPH B JR | Director | Specialty Chemicals | SALE | $37.65 | 2,500 | $94,125 | 7,503 | -25.0% |
| 2012-03-14 18:56 | 2012-03-13 | SMG | SCOTTS MIRACLE-GRO CO | STUMP DENISE | Officer; EVP, Global Human Resources | Agricultural Inputs | OPT+S | $49.25 | 21,800 | $1,073,650 | 29,364 | -42.6% |
| 2012-03-14 03:34 | 2012-03-09 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | SALE | $40.03 | 58,100 | $2,325,853 | 1,900,754 | -3.0% |
| 2012-03-14 02:42 | 2012-03-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; Vice President & CFO | Other Industrial Metals & Mining | OPT+S | $71.99 | 2,756 | $198,404 | 48,729 | -5.4% |
| 2012-03-14 02:35 | 2012-03-12 | CMP | COMPASS MINERALS INTERNATIONAL INC | GOADBY DAVID J | Officer; Vice President | Other Industrial Metals & Mining | OPT+S | $71.91 | 2,756 | $198,184 | 28,166 | -8.9% |
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.