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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-03-01 02:40 | 2012-02-28 | FCX | FREEPORT-MCMORAN INC | MADONNA JON C/ | Director | Copper | OPT+S | $43.60 | 10,000 | $435,977 | 26,680 | -27.3% |
| 2012-03-01 03:14 | 2012-02-28 | ENRT | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.09 | 80,000 | $6,896 | 927,500 | +9.4% |
| 2012-03-01 01:52 | 2012-02-29 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.15 | 330 | $18,860 | 418,762 | +0.1% |
| 2012-02-29 00:35 | 2012-02-21 | SRGZ | Star Gold Corp. | SEGELOV DAVID | Director, 10% owner | Other Precious Metals & Mining | BUY | $0.96 | 23,000 | $22,000 | 27,000 | +575.0% |
| 2012-02-28 23:17 | 2012-02-24 | ALB | Albemarle Corporation | Parnell Anthony Stephen | Officer; VP-Polymer Additives | Specialty Chemicals | OPT+S | $67.00 | 750 | $50,250 | 5,163 | -12.7% |
| 2012-02-29 01:21 | 2012-02-24 | LYB | LyondellBasell Industries N.V. | ALTEP 2011 L.P. | Other | Specialty Chemicals | SALE | $44.02 | 23,027 | $1,013,722 | 185,235 | -11.1% |
| 2012-02-27 21:16 | 2012-02-24 | SHW | SHERWIN WILLIAMS CO | Heath George E | Officer; President, Global Finishes Grp | Specialty Chemicals | OPT+S | $100.73 | 16,152 | $1,626,991 | 27,289 | -37.2% |
| 2012-02-28 04:18 | 2012-02-24 | GEVO | Gevo, Inc. | Huttner Jack | Officer; EVP, Commercial&Public Affairs | Specialty Chemicals | SALE | $9.12 | 515 | $4,697 | 14,935 | -3.3% |
| 2012-02-28 04:17 | 2012-02-24 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $9.12 | 515 | $4,697 | 50,245 | -1.0% |
| 2012-02-28 00:14 | 2012-02-23 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $11.97 | 16,481 | $197,246 | 5,210,810 | -0.3% |
| 2012-02-27 23:39 | 2012-02-24 | CLF | CLEVELAND-CLIFFS INC. | GALLAGHER DONALD J | Officer; EVP, Pres. Global Commercial | Steel | SALE | $67.99 | 20,000 | $1,359,700 | 38,530 | -34.2% |
| 2012-02-27 23:42 | 2012-02-27 | MTX | MINERALS TECHNOLOGIES INC | STIVERS WILLIAM C | Director | Specialty Chemicals | SALE | $66.62 | 1,900 | $126,578 | 100 | -95.0% |
| 2012-02-28 00:53 | 2012-02-23 | NEM | NEWMONT Corp /DE/ | Gutierrez David V | Officer; VP, Planning & Tax | Gold | SALE | $62.32 | 694 | $43,250 | 20,434 | -3.3% |
| 2012-02-28 00:52 | 2012-02-23 | NEM | NEWMONT Corp /DE/ | Ottewell David A. | Officer; VP and Controller | Gold | SALE | $62.33 | 272 | $16,953 | 7,022 | -3.7% |
| 2012-02-28 00:49 | 2012-02-23 | NEM | NEWMONT Corp /DE/ | Schummer David | Officer; SVP, African Operations | Gold | SALE | $62.37 | 38 | $2,370 | 6,446 | -0.6% |
| 2012-02-28 00:47 | 2012-02-23 | NEM | NEWMONT Corp /DE/ | KERR THOMAS R. | Officer; SVP, North American Operations | Gold | SALE | $62.17 | 205 | $12,745 | 13,612 | -1.5% |
| 2012-02-28 00:45 | 2012-02-23 | NEM | NEWMONT Corp /DE/ | MAHONEY THOMAS P | Officer; Vice President & Treasurer | Gold | SALE | $62.40 | 552 | $34,445 | 19,215 | -2.8% |
| 2012-02-28 00:28 | 2012-02-23 | POL | AVIENT CORP | SMITH KENNETH M | Officer; Sr VP, CIO & CHRO | Specialty Chemicals | OPT+S | $14.34 | 28,371 | $406,815 | 101,827 | -21.8% |
| 2012-02-27 21:08 | 2012-02-24 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.55 | 10,000 | $15,500 | 770,262 | +1.3% |
| 2012-02-27 20:52 | 2012-01-27 | UAMY-OB | UNITED STATES ANTIMONY CORP | BABBITT GARY D | Director | Other Industrial Metals & Mining | BUY | $0.00 | 26,000 | $0 | 162,333 | +19.1% |
| 2012-02-27 20:12 | 2012-01-19 | UAMY-OB | UNITED STATES ANTIMONY CORP | BABBITT GARY D | Director | Other Industrial Metals & Mining | BUY | $9,200.00 | 4,167 | $38,336,400 | 136,333 | +3.2% |
| 2012-02-24 17:02 | 2012-02-23 | PPG | PPG INDUSTRIES INC | NAVIKAS DAVID B | Officer; Sr. VP Finance & CFO | Specialty Chemicals | OPT+S | $92.03 | 7,525 | $692,521 | 18,376 | -29.1% |
| 2012-02-25 00:17 | 2012-02-23 | CLF | CLEVELAND-CLIFFS INC. | GREEN SUSAN MIRANDA | Director | Steel | SALE | $65.05 | 434 | $28,232 | 6,380 | -6.4% |
| 2012-02-25 02:32 | 2012-02-23 | HUN | Huntsman CORP | Huntsman Jon M | Director, Officer, 10% owner; Executive Chairman | Chemicals | SALE | $13.54 | 250,000 | $3,384,975 | 17,147,282 | -1.4% |
| 2012-02-25 01:32 | 2012-02-22 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $32.03 | 21,647 | $693,321 | 79,272 | -21.4% |
| 2012-02-25 01:25 | 2012-02-23 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; President and CEO | Gold | OPT+S | $71.59 | 176 | $12,600 | 183,138 | -0.1% |
| 2012-02-25 02:13 | 2012-02-23 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $71.59 | 661 | $47,321 | 85,854 | -0.8% |
| 2012-02-24 23:34 | 2012-02-24 | CMP | COMPASS MINERALS INTERNATIONAL INC | GRANT RICHARD S | Director | Other Industrial Metals & Mining | OPT+S | $73.15 | 2,000 | $146,300 | 19,105 | -9.5% |
| 2012-02-24 17:40 | 2012-02-23 | FMC | FMC CORP | WOOD GRAHAM R | Officer; VP and Controller | Agricultural Inputs | OPT+S | $98.02 | 3,664 | $359,147 | 30,893 | -10.6% |
| 2012-02-24 19:57 | 2012-02-22 | CF | CF Industries Holdings, Inc. | SCHMITT EDWARD A | Director | Agricultural Inputs | SALE | $186.04 | 5,000 | $930,201 | 12,906 | -27.9% |
| 2012-02-24 17:45 | 2012-02-22 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | SALE | $100.20 | 7,546 | $756,109 | 18,316 | -29.2% |
| 2012-02-24 19:51 | 2012-02-23 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.31 | 120,000 | $6,397,656 | 78,943,390 | -0.2% |
| 2012-02-25 01:36 | 2012-02-23 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $71.59 | 652 | $46,677 | 93,209 | -0.7% |
| 2012-02-25 01:20 | 2012-02-24 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $58.00 | 1,500 | $87,000 | 418,432 | +0.4% |
| 2012-02-23 22:04 | 2012-02-22 | WOLV | Wolverine Resources Corp. | Costerd Lee | Director, Officer; President, Secretary-Treasurer | Other Industrial Metals & Mining | SALE | $0.02 | 200,000 | $3,000 | 3,745,593 | -5.1% |
| 2012-02-24 00:55 | 2012-02-21 | KOP | Koppers Holdings Inc. | McCurrie Brian H | Officer; Sr. VP, Global CM&C | Specialty Chemicals | OPT+S | $38.57 | 15,339 | $591,641 | 56,372 | -21.4% |
| 2012-02-24 00:55 | 2012-02-21 | KOP | Koppers Holdings Inc. | Lacy Steven R | Officer; Sr. VP, Admin., GC & Sec | Specialty Chemicals | OPT+S | $37.96 | 15,832 | $600,953 | 51,895 | -23.4% |
| 2012-02-24 00:54 | 2012-02-21 | KOP | Koppers Holdings Inc. | Hillenbrand David M | Director | Specialty Chemicals | SALE | $38.90 | 6,000 | $233,379 | 7,080 | -45.9% |
| 2012-02-24 00:34 | 2012-02-21 | EMN | EASTMAN CHEMICAL CO | DEMERITT STEPHEN R | Director | Specialty Chemicals | OPT+S | $54.70 | 4,000 | $218,800 | 8,822 | -31.2% |
| 2012-02-24 01:15 | 2012-02-21 | POL | AVIENT CORP | SMITH KENNETH M | Officer; Sr VP, CIO & CHRO | Specialty Chemicals | OPT+S | $14.80 | 100 | $1,480 | 101,827 | -0.1% |
| 2012-02-22 18:56 | 2012-02-21 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer; Sr. VP & Gen. Counsel | Specialty Chemicals | OPT+S | $91.00 | 7,000 | $637,000 | 9,373 | -42.8% |
| 2012-02-22 19:03 | 2012-02-21 | PPG | PPG INDUSTRIES INC | ELIAS RICHARD C | Officer; Sr. VP, Optical & SpecMatls | Specialty Chemicals | OPT+S | $91.18 | 14,000 | $1,276,530 | 13,406 | -51.1% |
| 2012-02-23 01:54 | 2012-02-21 | K | KELLANOVA | Davidson Bradford J | Officer; Senior Vice President | Gold | SALE | $52.43 | 4,155 | $217,847 | 63,161 | -6.2% |
| 2012-02-23 01:54 | 2012-02-21 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | SALE | $52.43 | 3,117 | $163,424 | 59,719 | -5.0% |
| 2012-02-22 18:50 | 2012-02-21 | PPG | PPG INDUSTRIES INC | Alexander J Rich | Officer; Executive Vice President | Specialty Chemicals | OPT+S | $91.78 | 23,000 | $2,111,053 | 49,930 | -31.5% |
| 2012-02-23 01:28 | 2012-02-21 | KOP | Koppers Holdings Inc. | Mancione Michael J | Officer; VP, CM&C - North America | Specialty Chemicals | SALE | $37.85 | 819 | $30,999 | 12,857 | -6.0% |
| 2012-02-23 00:29 | 2012-02-21 | CE | Celanese Corp | Jensen Christopher W | Officer; SVP, Finance | Chemicals | SALE | $51.91 | 11,000 | $571,010 | 18,406 | -37.4% |
| 2012-02-23 01:53 | 2012-02-17 | K | KELLANOVA | Andrews Alan R | Officer; VP-Corporate Controller | Gold | OPT+S | $52.43 | 12,174 | $638,279 | 17,758 | -40.7% |
| 2012-02-23 01:53 | 2012-02-21 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | SALE | $52.43 | 2,502 | $131,180 | 72,331 | -3.3% |
| 2012-02-23 00:31 | 2012-02-21 | CE | Celanese Corp | WULFF JOHN K | Director | Chemicals | SALE | $51.69 | 4,250 | $219,683 | 17,664 | -19.4% |
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.