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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-12-08 02:00 | 2011-12-06 | GRZ | GOLD RESERVE LTD | BELANGER A DOUGLAS | Director, Officer; President | Gold | SALE | $2.80 | 47,500 | $133,000 | 1,433,456 | -3.2% |
| 2011-12-08 01:54 | 2011-12-06 | GRZ | GOLD RESERVE LTD | TIMM ROCKNE J | Director, Officer; Chief Executive Officer | Gold | SALE | $2.80 | 50,000 | $140,000 | 1,160,125 | -4.1% |
| 2011-12-07 00:57 | 2011-12-05 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.08 | 17,000 | $1,360 | 2,642,000 | +0.6% |
| 2011-12-07 01:50 | 2011-12-06 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $19.08 | 3,000 | $57,230 | 101,652 | +3.0% |
| 2011-12-06 19:15 | 2011-12-05 | GLGI | GREYSTONE LOGISTICS, INC. | KRUGER WARREN F | Director, 10% owner | Specialty Chemicals | BUY | $0.08 | 13,561 | $1,085 | 6,305,316 | +0.2% |
| 2011-12-06 03:13 | 2011-12-01 | REE | RARE ELEMENT RESOURCES LTD | Burmeister Norman William | Director | Other Industrial Metals & Mining | SALE | $5.44 | 25,000 | $135,993 | 330,000 | -7.0% |
| 2011-12-06 00:06 | 2011-12-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $12.41 | 1,000 | $12,410 | 61,011 | -1.6% |
| 2011-12-02 19:16 | 2011-11-30 | CLF | CLEVELAND-CLIFFS INC. | Cheverine Carolyn | Officer; GC, Corp. Affairs & Secretary | Steel | BUY | $67.17 | 150 | $10,076 | 150 | +100.0% |
| 2011-12-03 03:02 | 2011-11-30 | BCPC | BALCHEM CORP | Backus William A. | Officer, Other; Chief Accounting Officer | Specialty Chemicals | OPT+S | $41.43 | 8,000 | $331,447 | 7,706 | -50.9% |
| 2011-12-03 02:27 | 2011-11-30 | RS | RELIANCE, INC. | Wolf Colleen Arden | Other | Steel | OPT+S | $48.41 | 7,500 | $363,075 | 0 | -100.0% |
| 2011-12-03 04:01 | 2011-11-30 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; Sr VP, Gen Counsel & Secretary | Aluminum | SALE | $46.43 | 3,500 | $162,494 | 22,955 | -13.2% |
| 2011-12-03 02:52 | 2011-11-30 | BCPC | BALCHEM CORP | WEDRAL ELAINE R | Director | Specialty Chemicals | OPT+S | $40.50 | 15,000 | $607,500 | 43,450 | -25.7% |
| 2011-12-03 01:25 | 2011-12-02 | REX | REX AMERICAN RESOURCES Corp | BRUGGEMAN DOUGLAS | Officer; CFO, VP-Finance, Treasurer | Chemicals | SALE | $19.33 | 5,000 | $96,642 | 35,600 | -12.3% |
| 2011-12-03 04:02 | 2011-12-01 | KALU | KAISER ALUMINUM CORP | HOCKEMA JACK A | Director, Officer; President & CEO | Aluminum | SALE | $46.46 | 500 | $23,228 | 135,966 | -0.4% |
| 2011-12-03 01:49 | 2011-11-30 | EMN | EASTMAN CHEMICAL CO | MCLAIN THOMAS H | Director | Specialty Chemicals | OPT+S | $39.21 | 20,000 | $784,200 | 8,430 | -70.3% |
| 2011-12-01 21:12 | 2011-11-30 | APNT | Nano Magic Inc. | Westerman Howard G JR | Director, 10% owner | Specialty Chemicals | BUY | $0.28 | 18,000 | $5,040 | 226,707 | +8.6% |
| 2011-12-02 05:50 | 2011-11-29 | USLM | UNITED STATES LIME & MINERALS INC | ODISHAW EDWARD A | Director | Building Materials | SALE | $52.55 | 700 | $36,785 | 0 | -100.0% |
| 2011-12-01 18:50 | 2011-11-30 | SHW | SHERWIN WILLIAMS CO | MCCULLOUGH GARY E | Director | Specialty Chemicals | OPT+S | $85.20 | 5,500 | $468,600 | 11,845 | -31.7% |
| 2011-12-02 03:13 | 2011-12-01 | MERC | MERCER INTERNATIONAL INC. | ADAMS GUY W | Director | Paper & Paper Products | SALE | $5.76 | 10,000 | $57,570 | 27,000 | -27.0% |
| 2011-12-02 02:25 | 2011-12-01 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $60.75 | 518 | $31,469 | 2,122,339 | +0.0% |
| 2011-11-30 19:10 | 2011-11-29 | SHW | SHERWIN WILLIAMS CO | Davisson Robert J | Officer; President, Paint Stores Group | Specialty Chemicals | OPT+S | $84.44 | 8,500 | $717,740 | 26,145 | -24.5% |
| 2011-11-29 21:12 | 2011-11-28 | SMG | SCOTTS MIRACLE-GRO CO | Brockman Vincent C | Officer; EVP, GC and Secretary | Agricultural Inputs | OPT+S | $42.34 | 19,082 | $807,936 | 28,553 | -40.1% |
| 2011-11-29 21:11 | 2011-11-28 | SMG | SCOTTS MIRACLE-GRO CO | Evans David C | Officer; CFO EVP Strategy Bus Dev | Agricultural Inputs | SALE | $42.30 | 6,000 | $253,825 | 41,725 | -12.6% |
| 2011-11-30 01:49 | 2011-11-28 | BCPC | BALCHEM CORP | WEDRAL ELAINE R | Director | Specialty Chemicals | OPT+S | $39.42 | 10,000 | $394,242 | 45,040 | -18.2% |
| 2011-11-29 21:50 | 2011-11-28 | K | KELLANOVA | KOROLOGOS ANN MCLAUGHLIN | Director | Gold | OPT+S | $49.00 | 4,775 | $233,975 | 4,365 | -52.2% |
| 2011-11-29 01:37 | 2011-11-23 | LYB | LyondellBasell Industries N.V. | Apollo Management Holdings GP, LLC | 10% owner | Specialty Chemicals | BUY | $28.68 | 1,278,700 | $36,670,814 | 171,132,110 | +0.8% |
| 2011-11-29 02:03 | 2011-11-25 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $5.31 | 943 | $5,007 | 26,399 | -3.4% |
| 2011-11-29 02:03 | 2011-11-25 | GEVO | Gevo, Inc. | Huttner Jack | Officer; EVP, Commercial&Public Affairs | Specialty Chemicals | SALE | $5.33 | 515 | $2,745 | 16,480 | -3.0% |
| 2011-11-29 02:03 | 2011-11-25 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $5.35 | 515 | $2,755 | 14,420 | -3.4% |
| 2011-11-29 00:50 | 2011-11-28 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $10.53 | 2,450 | $25,799 | 5,304,997 | +0.0% |
| 2011-11-29 02:02 | 2011-11-23 | KALU | KAISER ALUMINUM CORP | ELLSWORTH MELINDA C | Officer; VP & Treasurer | Aluminum | SALE | $40.90 | 600 | $24,540 | 6,800 | -8.1% |
| 2011-11-29 01:21 | 2011-11-23 | KRO | KRONOS WORLDWIDE INC | SIMMONS GLENN R | Director | Specialty Chemicals | BUY | $17.65 | 3,000 | $52,935 | 7,450 | +67.4% |
| 2011-11-29 01:02 | 2011-11-25 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $18.18 | 100,000 | $1,817,600 | 545,276 | +22.5% |
| 2011-11-28 17:08 | 2011-11-23 | APNT | Nano Magic Inc. | BAKER DOUGLAS P | Director, Officer; Chief Executive Officer | Specialty Chemicals | BUY | $0.25 | 40,500 | $10,125 | 100,000 | +68.1% |
| 2011-11-24 00:55 | 2011-11-21 | GRMC | Goldrich Mining Company | Regent Pacific Group Ltd | 10% owner | Gold | BUY | $0.20 | 2,675,000 | $535,000 | 15,281,427 | +21.2% |
| 2011-11-23 18:35 | 2011-11-22 | LYB | LyondellBasell Industries N.V. | Bindra Jagjeet S. | Director | Specialty Chemicals | BUY | $30.01 | 3,300 | $99,046 | 8,300 | +66.0% |
| 2011-11-24 01:20 | 2011-11-21 | LYB | LyondellBasell Industries N.V. | Apollo Management Holdings GP, LLC | 10% owner | Specialty Chemicals | BUY | $34.33 | 675,000 | $23,172,750 | 169,853,410 | +0.4% |
| 2011-11-23 22:04 | 2011-11-23 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $9.79 | 1,000 | $9,790 | 9,524 | +11.7% |
| 2011-11-23 19:30 | 2011-11-23 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $9.90 | 1,000 | $9,900 | 8,524 | +13.3% |
| 2011-11-24 00:49 | 2011-11-23 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.50 | 663 | $35,471 | 2,121,821 | +0.0% |
| 2011-11-24 00:41 | 2011-11-23 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $17.88 | 167,666 | $2,997,851 | 445,276 | +60.4% |
| 2011-11-22 21:09 | 2011-11-21 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $77.01 | 509 | $39,197 | 23,698 | -2.1% |
| 2011-11-23 02:13 | 2011-11-22 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.00 | 2,000 | $108,000 | 2,121,158 | +0.1% |
| 2011-11-22 02:29 | 2011-11-17 | LYB | LyondellBasell Industries N.V. | Apollo Management Holdings GP, LLC | 10% owner | Specialty Chemicals | BUY | $34.80 | 1,600,000 | $55,678,080 | 169,178,410 | +1.0% |
| 2011-11-22 03:58 | 2011-11-18 | USLM | UNITED STATES LIME & MINERALS INC | IRMSCHER WALLACE G | Director | Building Materials | SALE | $53.50 | 331 | $17,709 | 4,407 | -7.0% |
| 2011-11-19 00:15 | 2011-11-16 | ZEUS | Olympic Steel Inc. | McNeeley Donald R. Jr. | Director | Steel | BUY | $22.84 | 9,688 | $221,316 | 50,000 | +24.0% |
| 2011-11-19 02:09 | 2011-11-16 | SANW | S&W Seed Company | YELLOWJACKET, LP | 10% owner | Agricultural Inputs | SALE | $4.33 | 200,000 | $865,000 | 1,991,000 | -9.1% |
| 2011-11-19 00:42 | 2011-11-16 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $11.80 | 2,882 | $34,004 | 5,302,547 | -0.1% |
| 2011-11-19 02:18 | 2011-11-16 | SANW | S&W Seed Company | LISHMAN ROBERT W | 10% owner | Agricultural Inputs | SALE | $4.33 | 200,000 | $865,000 | 1,991,000 | -9.1% |
| 2011-11-19 03:05 | 2011-11-17 | FRD | FRIEDMAN INDUSTRIES INC | CROW WILLIAM E | Director, Officer; President and CEO | Steel | SALE | $10.98 | 400 | $4,392 | 50,155 | -0.8% |
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.