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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-02-23 01:20 | 2012-02-17 | EXP | EAGLE MATERIALS INC | ESSL GERALD J | Officer; Executive Vice President | Building Materials | OPT+S | $33.13 | 11,305 | $374,508 | 45,224 | -20.0% |
| 2012-02-23 00:31 | 2012-02-21 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | Agricultural Inputs | SALE | $186.02 | 3,000 | $558,060 | 3,706 | -44.7% |
| 2012-02-23 01:53 | 2012-02-21 | K | KELLANOVA | BRYANT JOHN A | Director, Officer; President and CEO | Gold | SALE | $52.43 | 8,162 | $427,934 | 42,947 | -16.0% |
| 2012-02-23 02:55 | 2012-02-22 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $22.29 | 100,000 | $2,229,100 | 777,940 | +14.8% |
| 2012-02-23 02:48 | 2012-02-22 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $58.49 | 2,054 | $120,132 | 416,932 | +0.5% |
| 2012-02-21 22:47 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $47.59 | 57,538 | $2,738,233 | 18,818,987 | -0.3% |
| 2012-02-22 01:18 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | Brockman Vincent C | Officer; EVP, GC and Secretary | Agricultural Inputs | OPT+S | $48.45 | 10,000 | $484,540 | 28,745 | -25.8% |
| 2012-02-21 22:41 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | SANDERS BARRY W | Officer; President and COO | Agricultural Inputs | OPT+S | $47.81 | 3,200 | $152,998 | 28,245 | -10.2% |
| 2012-02-21 22:15 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | Evans David C | Officer; CFO EVP Strategy Bus Dev | Agricultural Inputs | OPT+S | $47.73 | 36,130 | $1,724,326 | 40,787 | -47.0% |
| 2012-02-21 16:49 | 2012-02-17 | CE | Celanese Corp | Oberle Mark | Officer; SVP, Corporate Affairs | Chemicals | OPT+S | $52.11 | 11,400 | $594,054 | 24,872 | -31.4% |
| 2012-02-21 23:22 | 2012-02-16 | HWKN | HAWKINS INC | SEVENICH JOHN R | Officer; VP, Industrial Group | Specialty Chemicals | OPT+S | $41.06 | 9,333 | $383,199 | 7,993 | -53.9% |
| 2012-02-21 21:32 | 2012-02-16 | UFPI | UFP INDUSTRIES INC | DUTTON DAN M | Director | Lumber & Wood Production | SALE | $37.50 | 400 | $15,000 | 5,969 | -6.3% |
| 2012-02-21 21:29 | 2011-12-07 | UFPI | UFP INDUSTRIES INC | DUTTON DAN M | Director | Lumber & Wood Production | SALE | $31.07 | 2,800 | $87,000 | 6,369 | -30.5% |
| 2012-02-21 22:27 | 2012-02-17 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $52.51 | 100,000 | $5,250,590 | 79,063,390 | -0.1% |
| 2012-02-22 00:19 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | STUMP DENISE | Officer; EVP, Global Human Resources | Agricultural Inputs | OPT+S | $47.70 | 3,200 | $152,640 | 29,183 | -9.9% |
| 2012-02-21 23:09 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $47.59 | 57,538 | $2,738,233 | 2,960,983 | -1.9% |
| 2012-02-22 01:17 | 2012-02-16 | SMG | SCOTTS MIRACLE-GRO CO | SHERN STEPHANIE M | Director | Agricultural Inputs | OPT+S | $47.53 | 5,350 | $254,309 | 2,000 | -72.8% |
| 2012-02-22 01:33 | 2012-02-21 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.63 | 4,000 | $230,500 | 414,878 | +1.0% |
| 2012-02-18 03:17 | 2012-02-16 | CE | Celanese Corp | Sterin Steven | Officer; SVP & CFO | Chemicals | OPT+S | $51.75 | 75,000 | $3,881,250 | 37,379 | -66.7% |
| 2012-02-18 03:14 | 2012-02-15 | CE | Celanese Corp | Nivica Gjon N Jr | Officer; SVP, General Counsel and Sec. | Chemicals | SALE | $50.49 | 9,000 | $454,410 | 57,233 | -13.6% |
| 2012-02-17 16:39 | 2012-02-15 | CE | Celanese Corp | Wolf Jacquelyn H | Officer; SVP, Human Resources | Chemicals | OPT+S | $50.91 | 15,000 | $763,700 | 22,977 | -39.5% |
| 2012-02-18 03:39 | 2012-02-06 | AMTX | Aemetis Inc. | FOSTER ANDREW B | Officer; Executive Vice President | Specialty Chemicals | SALE | $0.80 | 50,000 | $40,000 | 150,000 | -25.0% |
| 2012-02-17 23:14 | 2012-02-15 | CLF | CLEVELAND-CLIFFS INC. | BRLAS LAURIE | Officer; Executive VP and CFO | Steel | SALE | $69.97 | 1,000 | $69,966 | 63,116 | -1.6% |
| 2012-02-17 22:32 | 2012-02-17 | MTX | MINERALS TECHNOLOGIES INC | HARRISON DENNIS R | Other | Specialty Chemicals | BUY | $0.00 | 0 | $0 | 23 | 0.0% |
| 2012-02-17 22:32 | 2012-02-17 | MTX | MINERALS TECHNOLOGIES INC | HARRISON DENNIS R | Other | Specialty Chemicals | SALE | $66.99 | 8,077 | $541,078 | 9,080 | -47.1% |
| 2012-02-18 01:52 | 2012-02-15 | FCX | FREEPORT-MCMORAN INC | MOFFETT JAMES R | Director, Officer; Chairman of the Board | Copper | OPT+S | $42.40 | 176,500 | $7,483,600 | 3,019,462 | -5.5% |
| 2012-02-17 00:11 | 2012-02-14 | LYB | LyondellBasell Industries N.V. | AI INTERNATIONAL CHEMICALS S.A.R.L. | 10% owner | Specialty Chemicals | SALE | $44.01 | 9,976,973 | $439,060,642 | 297,080 | -97.1% |
| 2012-02-17 00:11 | 2012-02-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $178.62 | 50,000 | $8,930,930 | 139,886 | -26.3% |
| 2012-02-17 02:07 | 2012-02-15 | CE | Celanese Corp | Jensen Christopher W | Officer; SVP, Finance | Chemicals | SALE | $50.32 | 10,909 | $548,941 | 29,406 | -27.1% |
| 2012-02-16 22:43 | 2012-02-14 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $88.96 | 273 | $24,286 | 11,196 | -2.4% |
| 2012-02-17 02:34 | 2012-02-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.00 | 611 | $34,827 | 410,878 | +0.1% |
| 2012-02-17 02:32 | 2012-02-16 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $22.50 | 129,500 | $2,913,750 | 677,940 | +23.6% |
| 2012-02-16 00:10 | 2012-02-15 | MTX | MINERALS TECHNOLOGIES INC | Smith Barbara | Director | Specialty Chemicals | BUY | $65.58 | 100 | $6,558 | 100 | +100.0% |
| 2012-02-16 01:04 | 2012-02-13 | GEVO | Gevo, Inc. | Black David | Officer; EVP, Upstream Business Dev. | Specialty Chemicals | SALE | $9.80 | 8,152 | $79,929 | 0 | -100.0% |
| 2012-02-16 01:04 | 2012-02-13 | GEVO | Gevo, Inc. | Slaney Michael | Officer; EVP, Upstream Business Dev. | Specialty Chemicals | SALE | $9.80 | 8,152 | $79,929 | 0 | -100.0% |
| 2012-02-15 21:11 | 2012-02-14 | MTX | MINERALS TECHNOLOGIES INC | CIPOLLA MICHAEL | Officer; VICE PRESIDENT | Specialty Chemicals | BUY | $0.00 | 0 | $0 | 3,522 | 0.0% |
| 2012-02-15 21:11 | 2012-02-14 | MTX | MINERALS TECHNOLOGIES INC | CIPOLLA MICHAEL | Officer; VICE PRESIDENT | Specialty Chemicals | OPT+S | $65.93 | 8,996 | $593,078 | 6,879 | -56.7% |
| 2012-02-16 04:23 | 2012-02-13 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON PSB FUND | Other | Lumber & Wood Production | SALE | $32.53 | 13,126 | $427,018 | 383,000 | -3.3% |
| 2012-02-16 04:22 | 2012-02-13 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON BARCLAY | Director, 10% owner | Lumber & Wood Production | SALE | $32.53 | 13,126 | $427,018 | 383,000 | -3.3% |
| 2012-02-14 18:25 | 2012-02-10 | FMC | FMC CORP | STEELE MILTON | Officer; Pres., Agricultural Chem. Gp. | Agricultural Inputs | SALE | $91.05 | 20,058 | $1,826,261 | 22,476 | -47.2% |
| 2012-02-15 02:17 | 2012-02-10 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $65.93 | 3,500 | $230,755 | 36,964 | -8.6% |
| 2012-02-14 17:29 | 2012-02-13 | NUE | NUCOR CORP | HLAVACEK JAMES D | Director | Steel | OPT+S | $44.18 | 4,022 | $177,692 | 14,093 | -22.2% |
| 2012-02-14 00:51 | 2012-02-13 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, Officer, 10% owner; President/CEO/Treasurer | Lumber & Wood Production | SALE | $9.00 | 25,000 | $225,000 | 520,481 | -4.6% |
| 2012-02-14 01:07 | 2012-02-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $71.38 | 5,000 | $356,900 | 102,488 | -4.7% |
| 2012-02-13 22:30 | 2012-02-09 | SHW | SHERWIN WILLIAMS CO | Mistysyn Allen J | Officer; VP-Corporate Controller | Specialty Chemicals | OPT+S | $98.76 | 3,833 | $378,547 | 19,053 | -16.7% |
| 2012-02-14 01:24 | 2012-02-10 | FUL | FULLER H B CO | GILLIGAN KEVIN M | Officer; VP, Global Supply Chain | Specialty Chemicals | SALE | $29.02 | 8,700 | $252,496 | 13,932 | -38.4% |
| 2012-02-14 00:42 | 2012-02-13 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner; Corporate Secretary | Lumber & Wood Production | SALE | $9.00 | 25,000 | $225,000 | 202,184 | -11.0% |
| 2012-02-14 01:24 | 2012-02-10 | FUL | FULLER H B CO | MCCREARY JAMES C | Officer; VP and Corp. Controller | Specialty Chemicals | OPT+S | $28.94 | 8,530 | $246,862 | 26,329 | -24.5% |
| 2012-02-13 22:32 | 2012-02-09 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer; Sr. VP-Finance and CFO | Specialty Chemicals | OPT+S | $99.11 | 31,318 | $3,103,927 | 125,202 | -20.0% |
| 2012-02-14 01:33 | 2012-02-10 | MMP | Magellan Midstream Partners, L.P. | Korner Lisa J | Officer; Senior Vice President | Aluminum | SALE | $69.21 | 4,500 | $311,436 | 30,778 | -12.8% |
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.