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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-12-22 01:34 | 2011-12-21 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $50.01 | 50,000 | $2,500,545 | 79,363,390 | -0.1% |
| 2011-12-22 01:14 | 2011-12-20 | GRZ | GOLD RESERVE LTD | MCCHESNEY PATRICK D | Director | Gold | SALE | $2.81 | 10,000 | $28,100 | 114,157 | -8.1% |
| 2011-12-21 01:15 | 2011-12-16 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.63 | 8,727 | $110,192 | 5,292,439 | -0.2% |
| 2011-12-20 17:28 | 2011-12-19 | NUE | NUCOR CORP | DARSEY JAMES R | Officer; Executive Vice President | Steel | OPT+S | $38.82 | 6,100 | $236,803 | 178,190 | -3.3% |
| 2011-12-20 04:19 | 2011-12-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $130.18 | 10,000 | $1,301,822 | 139,886 | -6.7% |
| 2011-12-20 00:59 | 2011-12-15 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $23.45 | 10,000 | $234,500 | 79,272 | -11.2% |
| 2011-12-20 01:48 | 2011-12-19 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $82.96 | 809 | $67,115 | 16,433,572 | 0.0% |
| 2011-12-19 19:06 | 2011-12-16 | UFPI | UFP INDUSTRIES INC | MISSAD MATTHEW J | Director, Officer; Chief Executive Officer | Lumber & Wood Production | BUY | $20.00 | 1,612 | $32,240 | 1,612 | +100.0% |
| 2011-12-16 19:30 | 2011-12-15 | CLF | CLEVELAND-CLIFFS INC. | BRLAS LAURIE | Officer; Executive VP and CFO | Steel | SALE | $63.39 | 500 | $31,697 | 43,035 | -1.1% |
| 2011-12-16 21:05 | 2011-12-15 | MERC | MERCER INTERNATIONAL INC. | ADAMS GUY W | Director | Paper & Paper Products | SALE | $5.88 | 6,000 | $35,301 | 21,000 | -22.2% |
| 2011-12-16 00:26 | 2011-12-13 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.54 | 3,731 | $46,786 | 5,301,166 | -0.1% |
| 2011-12-16 02:27 | 2011-12-15 | KRO | KRONOS WORLDWIDE INC | SIMMONS GLENN R | Director | Specialty Chemicals | BUY | $16.89 | 10,000 | $168,856 | 25,312 | +65.3% |
| 2011-12-16 01:57 | 2011-05-11 | DYNR | DYNARESOURCE, INC. | SMITH CHARLES | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $4.08 | 9,900 | $40,426 | 335,250 | +3.0% |
| 2011-12-16 01:52 | 2010-01-27 | DYNR | DYNARESOURCE, INC. | SMITH CHARLES | Director, Officer; CFO | Other Precious Metals & Mining | BUY | $2.00 | 100,000 | $200,000 | 331,250 | +43.2% |
| 2011-12-16 01:52 | 2010-01-27 | DYNR | DYNARESOURCE, INC. | SMITH CHARLES | Director, Officer; CFO | Other Precious Metals & Mining | SALE | $2.00 | 100,000 | $200,000 | 118,750 | -45.7% |
| 2011-12-15 21:01 | 2011-10-11 | DYNR | DYNARESOURCE, INC. | DIEPHOLZ KOY W | Director, Officer, 10% owner; CEO | Other Precious Metals & Mining | BUY | $4.27 | 16,000 | $68,320 | 1,434,915 | +1.1% |
| 2011-12-15 20:52 | 2011-03-29 | DYNR | DYNARESOURCE, INC. | TIDWELL MELVIN E | Director | Other Precious Metals & Mining | SALE | $3.00 | 3,000 | $9,000 | 75,845 | -3.8% |
| 2011-12-16 02:53 | 2011-12-13 | ENRT | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.10 | 12,500 | $1,250 | 847,500 | +1.5% |
| 2011-12-16 02:07 | 2011-12-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.00 | 3,270 | $173,296 | 393,486 | +0.8% |
| 2011-12-15 23:24 | 2011-11-21 | SVBL | SILVER BULL RESOURCES, INC. | LAZARUS INVESTMENT PARTNERS LLLP | 10% owner | Other Industrial Metals & Mining | BUY | $0.54 | 466,819 | $253,950 | 12,696,466 | +3.8% |
| 2011-12-15 01:45 | 2011-12-13 | ECL | ECOLAB INC. | SANDERS DANIEL S | Director | Specialty Chemicals | BUY | $55.19 | 5,000 | $275,943 | 46,290 | +12.1% |
| 2011-12-15 01:45 | 2011-12-14 | ECL | ECOLAB INC. | MILLER JAMES A | Officer; ExVP & Pres. GlobalServ.&Spec. | Specialty Chemicals | SALE | $54.04 | 9,000 | $486,404 | 24,776 | -26.6% |
| 2011-12-14 01:34 | 2011-12-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $77.49 | 5,000 | $387,450 | 112,488 | -4.3% |
| 2011-12-13 22:19 | 2011-12-01 | FASV | Century Cobalt Corp. | MENNING THOMAS | Director, Officer, 10% owner; President/Secretary/Treasurer | Other Industrial Metals & Mining | SALE | $0.16 | 41,900 | $6,557 | 7,962,300 | -0.5% |
| 2011-12-14 01:28 | 2011-12-12 | SXC | SunCoke Energy, Inc. | Thomson Michael J | Other | Coking Coal | BUY | $10.73 | 10,000 | $107,320 | 25,000 | +66.7% |
| 2011-12-14 02:09 | 2011-12-09 | EXP | EAGLE MATERIALS INC | Graass James H | Officer; EVP & General Counsel | Building Materials | OPT+S | $23.16 | 25,000 | $579,000 | 79,272 | -24.0% |
| 2011-12-12 23:47 | 2011-12-08 | BCPC | BALCHEM CORP | Backus William A. | Officer; CAO and Assistant Treasurer | Specialty Chemicals | OPT+S | $41.74 | 8,500 | $354,784 | 7,706 | -52.4% |
| 2011-12-13 04:13 | 2011-12-12 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.09 | 15,000 | $1,350 | 2,657,000 | +0.6% |
| 2011-12-12 20:42 | 2011-12-09 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | SALE | $36.77 | 15,000 | $551,543 | 77,518 | -16.2% |
| 2011-12-12 20:38 | 2011-12-09 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman, President and CEO | Specialty Chemicals | SALE | $36.77 | 45,000 | $1,654,628 | 209,000 | -17.7% |
| 2011-12-13 02:55 | 2011-12-12 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.75 | 10,000 | $577,500 | 390,216 | +2.6% |
| 2011-12-10 03:08 | 2011-08-31 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.88 | 20,079 | $218,474 | 5,514,158 | -0.4% |
| 2011-12-10 03:08 | 2011-08-31 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $10.99 | 4,500 | $49,457 | 5,519,597 | +0.1% |
| 2011-12-10 02:02 | 2009-03-13 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.44 | 158,462 | $1,971,410 | 5,577,972 | -2.8% |
| 2011-12-10 02:02 | 2009-03-13 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $4.53 | 526,533 | $2,383,773 | 5,579,472 | +10.4% |
| 2011-12-10 00:42 | 2011-12-08 | GRZ | GOLD RESERVE LTD | MIKKELSEN CHRIS D | Director | Gold | SALE | $2.86 | 20,000 | $57,200 | 392,041 | -4.9% |
| 2011-12-08 17:21 | 2011-12-06 | CLF | CLEVELAND-CLIFFS INC. | Smith Clifford T | Officer; SVP, Global Business Dev. | Steel | SALE | $72.33 | 500 | $36,165 | 8,841 | -5.4% |
| 2011-12-08 23:12 | 2011-12-07 | LYB | LyondellBasell Industries N.V. | Buchanan Robin W.T. | Director | Specialty Chemicals | BUY | $33.45 | 1,194 | $39,935 | 11,310 | +11.8% |
| 2011-12-09 00:35 | 2011-12-06 | HWKN | HAWKINS INC | SEVENICH JOHN R | Officer; VP, Industrial Group | Specialty Chemicals | SALE | $39.00 | 2,297 | $89,583 | 7,993 | -22.3% |
| 2011-12-09 00:39 | 2011-12-06 | BCPC | BALCHEM CORP | MCMILLAN EDWARD | Director | Specialty Chemicals | OPT+S | $41.91 | 23,529 | $986,124 | 45,906 | -33.9% |
| 2011-12-08 18:47 | 2011-12-06 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer; Sr. VP-Human Resources | Specialty Chemicals | OPT+S | $86.43 | 13,707 | $1,184,696 | 45,421 | -23.2% |
| 2011-12-09 01:30 | 2011-12-08 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $17.88 | 2,000 | $35,750 | 103,652 | +2.0% |
| 2011-12-09 01:24 | 2011-12-07 | POL | AVIENT CORP | Patterson Robert M | Officer; EVP & Chief Financial Officer | Specialty Chemicals | BUY | $11.00 | 30,000 | $330,000 | 157,994 | +23.4% |
| 2011-12-07 22:37 | 2011-12-05 | REE | RARE ELEMENT RESOURCES LTD | Schlauch Paul John | Director | Other Industrial Metals & Mining | BUY | $5.33 | 5,000 | $26,650 | 0 | +100.0% |
| 2011-12-08 02:07 | 2011-12-05 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.60 | 100 | $1,260 | 5,304,897 | 0.0% |
| 2011-12-08 00:15 | 2011-12-05 | KWR | QUAKER CHEMICAL CORP | Nieman Jan | Officer; VP & Managing Director - A/P | Specialty Chemicals | OPT+S | $39.80 | 10,757 | $428,129 | 16,964 | -38.8% |
| 2011-12-08 01:57 | 2011-12-05 | ECL | ECOLAB INC. | LEVIN JERRY W | Director | Specialty Chemicals | SALE | $55.51 | 2,943 | $163,363 | 36,164 | -7.5% |
| 2011-12-08 01:56 | 2011-12-05 | ECL | ECOLAB INC. | GRUNDHOFER JERRY A | Director | Specialty Chemicals | BUY | $55.45 | 5,400 | $299,429 | 68,178 | +8.6% |
| 2011-12-08 01:48 | 2011-12-06 | GRZ | GOLD RESERVE LTD | SMITH MARY E | Officer; VP Administration & Secretary | Gold | SALE | $2.80 | 30,000 | $84,000 | 141,888 | -17.5% |
| 2011-12-08 02:07 | 2011-12-06 | GRZ | GOLD RESERVE LTD | MCGUINNESS ROBERT A | Officer; VP Finance & CFO | Gold | SALE | $2.80 | 35,000 | $98,000 | 143,132 | -19.6% |
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.