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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012-02-13 19:56 | 2012-02-09 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON PSB FUND | Other | Lumber & Wood Production | SALE | $32.04 | 78,874 | $2,527,273 | 396,126 | -16.6% |
| 2012-02-14 01:31 | 2012-02-13 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.00 | 810 | $46,170 | 410,267 | +0.2% |
| 2012-02-13 19:57 | 2012-02-09 | SSD | Simpson Manufacturing Co., Inc. | SIMPSON BARCLAY | Director, 10% owner | Lumber & Wood Production | SALE | $32.04 | 78,874 | $2,527,273 | 396,126 | -16.6% |
| 2012-02-10 17:33 | 2012-02-09 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | OPT+S | $91.06 | 3,500 | $318,710 | 17,777 | -16.4% |
| 2012-02-11 01:22 | 2012-02-08 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.21 | 1,564 | $19,091 | 5,227,291 | 0.0% |
| 2012-02-10 23:26 | 2012-02-08 | FUL | FULLER H B CO | MCCREARY JAMES C | Officer; VP and Corp. Controller | Specialty Chemicals | OPT+S | $29.79 | 5,514 | $164,281 | 26,329 | -17.3% |
| 2012-02-11 01:40 | 2012-02-09 | FCX | FREEPORT-MCMORAN INC | LACKEY BOBBY LEE | Director | Copper | OPT+S | $46.67 | 15,000 | $700,058 | 30,842 | -32.7% |
| 2012-02-11 02:04 | 2012-02-09 | FCX | FREEPORT-MCMORAN INC | ADKERSON RICHARD C | Director, Officer; President and CEO | Copper | OPT+S | $46.50 | 503,516 | $23,411,127 | 1,424,237 | -26.1% |
| 2012-02-10 19:13 | 2012-02-08 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | SALE | $38.70 | 5,000 | $193,488 | 72,518 | -6.5% |
| 2012-02-10 19:11 | 2012-02-08 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; Senior VP & CFO | Specialty Chemicals | SALE | $38.70 | 6,000 | $232,186 | 162,472 | -3.6% |
| 2012-02-11 01:13 | 2012-02-08 | POL | AVIENT CORP | NEWLIN STEPHEN D | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $15.42 | 10,390 | $160,245 | 290,125 | -3.5% |
| 2012-02-10 17:52 | 2012-02-08 | LODE | Comstock Inc. | SUN VALLEY GOLD LLC | 10% owner | Other Precious Metals & Mining | BUY | $1.90 | 395,737 | $751,900 | 585,790 | +208.2% |
| 2012-02-09 19:20 | 2012-02-07 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | OPT+S | $98.75 | 30,088 | $2,971,073 | 31,266 | -49.0% |
| 2012-02-10 01:47 | 2012-02-09 | MTX | MINERALS TECHNOLOGIES INC | HARRISON DENNIS R | Other | Specialty Chemicals | BUY | $0.00 | 0 | $0 | 23 | 0.0% |
| 2012-02-10 01:24 | 2012-02-09 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $56.77 | 2,149 | $121,989 | 409,457 | +0.5% |
| 2012-02-08 22:25 | 2012-02-06 | MUX | McEwen Inc. | AMBROSE ALLEN V | Director | Other Precious Metals & Mining | SALE | $5.66 | 300,000 | $1,697,280 | 334,500 | -47.3% |
| 2012-02-09 02:11 | 2012-02-08 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.73 | 2,498 | $136,713 | 407,308 | +0.6% |
| 2012-02-07 22:17 | 2012-02-03 | ALB | Albemarle Corporation | Juneau Matthew | Officer; VP Global Sales and Services | Specialty Chemicals | SALE | $66.92 | 5,000 | $334,600 | 10,761 | -31.7% |
| 2012-02-08 04:06 | 2012-02-03 | GEVO | Gevo, Inc. | Black David | Officer; EVP, Upstream Business Dev. | Specialty Chemicals | SALE | $9.77 | 14,448 | $141,104 | 0 | -100.0% |
| 2012-02-08 04:05 | 2012-02-03 | GEVO | Gevo, Inc. | Slaney Michael | Officer; EVP, Upstream Business Dev. | Specialty Chemicals | SALE | $9.77 | 14,448 | $141,104 | 0 | -100.0% |
| 2012-02-08 01:28 | 2012-02-03 | CE | Celanese Corp | MADDEN DOUG | Officer; Chief Operating Officer | Chemicals | OPT+S | $51.45 | 100,000 | $5,145,000 | 173,818 | -36.5% |
| 2012-02-08 02:17 | 2012-02-07 | AMTX | Aemetis Inc. | FOSTER ANDREW B | Officer; Executive Vice President | Specialty Chemicals | SALE | $0.80 | 50,000 | $40,000 | 150,000 | -25.0% |
| 2012-02-07 17:19 | 2012-02-03 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer; Sr VP, General Counsel & Secy | Specialty Chemicals | OPT+S | $98.44 | 20,735 | $2,041,207 | 36,354 | -36.3% |
| 2012-02-08 02:30 | 2012-02-03 | AMTX | Aemetis Inc. | MCAFEE ERIC A | Director, Officer, 10% owner; Chairman/CEO | Specialty Chemicals | SALE | $0.80 | 1,000,000 | $800,000 | 29,317,241 | -3.3% |
| 2012-02-08 02:24 | 2012-02-03 | POL | AVIENT CORP | NEWLIN STEPHEN D | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $15.40 | 85,398 | $1,314,736 | 300,515 | -22.1% |
| 2012-02-07 00:14 | 2012-02-02 | APD | Air Products and Chemicals Inc. | Stanley John D. | Officer; SR VP and General Counsel | Specialty Chemicals | OPT+S | $89.09 | 7,250 | $645,903 | 17,777 | -29.0% |
| 2012-02-07 00:14 | 2012-02-03 | APD | Air Products and Chemicals Inc. | Jones Stephen J | Officer; Sr. V.P. | Specialty Chemicals | OPT+S | $90.00 | 4,500 | $405,000 | 24,289 | -15.6% |
| 2012-02-07 01:26 | 2012-02-02 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.32 | 6,282 | $77,366 | 5,228,855 | -0.1% |
| 2012-02-07 00:14 | 2012-02-02 | APD | Air Products and Chemicals Inc. | MINELLA LYNN C | Officer; Sr. V.P. Human Resources | Specialty Chemicals | OPT+S | $89.66 | 61,810 | $5,541,854 | 48,969 | -55.8% |
| 2012-02-07 01:23 | 2012-02-02 | CBT | CABOT CORP | BERUBE BRIAN A | Officer; Vice President,General Counsel | Specialty Chemicals | OPT+S | $40.00 | 13,500 | $540,000 | 39,675 | -25.4% |
| 2012-02-07 01:16 | 2012-02-03 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $88.96 | 742 | $66,008 | 11,469 | -6.1% |
| 2012-02-07 01:23 | 2012-02-02 | CBT | CABOT CORP | CORDEIRO EDUARDO E | Officer; Executive Vice President, CFO | Specialty Chemicals | OPT+S | $40.83 | 72,000 | $2,939,998 | 60,316 | -54.4% |
| 2012-02-04 02:13 | 2012-02-02 | GEVO | Gevo, Inc. | Glassner David | Officer; EVP, Technology | Specialty Chemicals | SALE | $9.23 | 547 | $5,049 | 54,317 | -1.0% |
| 2012-02-04 03:26 | 2012-02-02 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.09 | 30,000 | $2,847 | 2,687,000 | +1.1% |
| 2012-02-04 00:49 | 2012-02-01 | KWR | QUAKER CHEMICAL CORP | FEATHERSTONE MARK A | Officer; VP & CFO | Specialty Chemicals | OPT+S | $46.25 | 2,000 | $92,500 | 16,268 | -10.9% |
| 2012-02-04 00:47 | 2012-02-01 | KWR | QUAKER CHEMICAL CORP | BENOLIEL D JEFFRY | Officer; VP-Global MW&FP, GC & Sec | Specialty Chemicals | SALE | $45.00 | 1,000 | $45,000 | 56,703 | -1.7% |
| 2012-02-04 02:01 | 2012-02-01 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $50.72 | 500 | $25,360 | 134,966 | -0.4% |
| 2012-02-04 03:25 | 2012-02-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $15.28 | 1,000 | $15,280 | 59,011 | -1.7% |
| 2012-02-03 19:11 | 2012-02-02 | PPG | PPG INDUSTRIES INC | NIEKAMP CYNTHIA A | Officer; Sr. VP, Automotive Coatings | Specialty Chemicals | OPT+S | $90.49 | 9,246 | $836,672 | 7,081 | -56.6% |
| 2012-02-04 01:00 | 2012-02-04 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.10 | 10,000 | $950 | 6,315,316 | +0.2% |
| 2012-02-04 01:37 | 2012-02-03 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.25 | 800 | $43,400 | 404,810 | +0.2% |
| 2012-02-03 18:11 | 2012-02-02 | NUE | NUCOR CORP | HAYNES VICTORIA F | Director | Steel | OPT+S | $44.90 | 1,948 | $87,465 | 20,680 | -8.6% |
| 2012-02-02 19:33 | 2012-02-01 | SHW | SHERWIN WILLIAMS CO | Connor Christopher M | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $96.80 | 295,000 | $28,556,944 | 569,217 | -34.1% |
| 2012-02-02 17:49 | 2012-02-01 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; PRESIDENT AND COO | Steel | OPT+S | $44.84 | 13,332 | $597,867 | 199,194 | -6.3% |
| 2012-02-03 00:43 | 2012-02-02 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.41 | 4,000 | $217,640 | 404,010 | +1.0% |
| 2012-02-03 02:56 | 2012-01-31 | SVBL | SILVER BULL RESOURCES, INC. | Edgar Brian D. | Director, Officer; Chairman | Other Industrial Metals & Mining | BUY | $0.51 | 117,644 | $59,998 | 5,430,436 | +2.2% |
| 2012-02-03 02:56 | 2012-01-31 | SVBL | SILVER BULL RESOURCES, INC. | Edgar Brian D. | Director, Officer; Chairman | Other Industrial Metals & Mining | SALE | $0.51 | 117,644 | $59,998 | 0 | -100.0% |
| 2012-02-02 02:15 | 2012-02-01 | LYB | LyondellBasell Industries N.V. | Gallogly James L | Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $43.60 | 156,639 | $6,829,695 | 1,771,794 | -8.1% |
| 2012-02-01 23:59 | 2012-01-31 | SHW | SHERWIN WILLIAMS CO | Wells Robert J | Officer; SrVP-Corp Com & Public Affairs | Specialty Chemicals | OPT+S | $96.71 | 7,869 | $761,011 | 18,024 | -30.4% |
| 2012-02-02 04:59 | 2012-01-31 | THMG | THUNDER MOUNTAIN GOLD INC | CHAPMAN ROBERT LLEE | Director | Other Precious Metals & Mining | BUY | $0.11 | 100,000 | $11,000 | 275,225 | +57.1% |
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.