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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.

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Filing Date Trade Date Ticker Company Name Reporting Person Relationship Industry Type Price Qty Total, $ Owned After Change, %
2025-01-24 02:07 2025-01-21 LOOP Loop Industries, Inc. Sellyn Laurence G. Director Specialty Chemicals BUY $1.09 50,000 $54,505 217,896 +29.8%
2025-01-24 05:19 2025-01-22 GDRZF GOLD RESERVE LTD Camac Capital, LLC 10% owner Gold BUY $1.48 56,700 $83,916 10,078,153 +0.6%
2025-01-23 17:58 2025-01-21 RNGE RANGE IMPACT, INC. LoConti Joseph E. 10% owner Other Industrial Metals & Mining BUY $0.15 3,333,333 $500,000 16,797,146 +24.8%
2025-01-23 21:59 2023-12-12 RNGE RANGE IMPACT, INC. LoConti Joseph E. 10% owner Other Industrial Metals & Mining BUY $0.17 130,726 $22,106 4,842,377 +2.8%
2025-01-22 19:03 2024-09-12 BLTH AMERICAN BATTERY MATERIALS, INC. CABO AGUSTIN Officer; Chief Financial Officer Other Industrial Metals & Mining BUY $0.28 50,000 $14,000 50,000 +100.0%
2025-01-22 21:46 2025-01-21 IPI Intrepid Potash, Inc. Jornayvaz Robert P III 10% owner Agricultural Inputs SALE $26.93 24,567 $661,589 104,663 -19.0%
2025-01-22 01:46 2025-01-17 CLMT Calumet, Inc. /DE Mawer Stephen P Director Specialty Chemicals OPT+S $0.00 18,629 $0 200,553 -8.5%
2025-01-22 01:21 2025-01-21 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $81.69 114,583 $9,359,850 48,420,361 -0.2%
2025-01-17 22:35 2025-01-15 FRD FRIEDMAN INDUSTRIES INC Taylor Mike J Director, Officer; President / CEO / Director Steel BUY $14.10 2,500 $35,250 169,154 +1.5%
2025-01-18 01:17 2025-01-15 CF CF Industries Holdings, Inc. Menzel Susan L Officer; EVP and Chief Admin. Officer Agricultural Inputs SALE $96.95 2,850 $276,300 91,136 -3.0%
2025-01-17 02:08 2025-01-08 RLEA Rubber Leaf Inc Wang Hua Director, Officer; CFO and Secretary Specialty Chemicals SALE $2.55 121,725 $310,009 2,341,979 -4.9%
2025-01-16 17:01 2023-05-22 BLTH AMERICAN BATTERY MATERIALS, INC. SUCKLING ANDREW P Director Other Industrial Metals & Mining BUY $1.35 11,112 $15,001 11,112 +100.0%
2025-01-16 23:01 2025-01-15 RGLD ROYAL GOLD INC Heissenbuttel William Holmes Director, Officer; President & CEO Gold SALE $136.45 1,500 $204,675 106,706 -1.4%
2025-01-15 23:22 2025-01-13 FRD FRIEDMAN INDUSTRIES INC Taylor Mike J Director, Officer; President / CEO / Director Steel BUY $14.50 2,500 $36,250 166,654 +1.5%
2025-01-15 02:03 2025-01-13 GTI GRAPHJET TECHNOLOGY SURIA SUKSES ENGINEERING SDN BHD 10% owner Other Industrial Metals & Mining SALE $0.44 4,490,517 $1,985,707 0 -100.0%
2025-01-14 18:09 2024-11-06 BLTH AMERICAN BATTERY MATERIALS, INC. CABO AGUSTIN Officer; Chief Financial Officer Other Industrial Metals & Mining BUY $0.05 50,000 $2,650 50,000 +100.0%
2025-01-15 03:51 2025-01-13 CF CF Industries Holdings, Inc. Malik Ashraf K Officer; Sr. VP, Manufacturing & D'istn Agricultural Inputs SALE $95.00 8,889 $844,457 15,871 -35.9%
2025-01-15 03:50 2025-01-13 CF CF Industries Holdings, Inc. Frost Bert A Officer; EVP,Sales,MktDev&Supply Chain Agricultural Inputs SALE $95.00 3,000 $285,000 105,754 -2.8%
2025-01-15 03:51 2025-01-13 CF CF Industries Holdings, Inc. Menzel Susan L Officer; EVP and Chief Admin. Officer Agricultural Inputs SALE $95.00 1,500 $142,500 93,986 -1.6%
2025-01-15 01:36 2025-01-14 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $81.42 114,583 $9,329,508 48,534,944 -0.2%
2025-01-15 00:41 2025-01-10 NEM NEWMONT Corp /DE/ Brook Bruce R Director Gold SALE $40.00 2,077 $83,080 52,070 -3.8%
2025-01-15 00:38 2025-01-10 NEM NEWMONT Corp /DE/ Toth Peter Officer; EVP & CDO Gold SALE $40.00 3,000 $120,000 82,596 -3.5%
2025-01-15 00:36 2025-01-10 NEM NEWMONT Corp /DE/ Viljoen Natascha Officer; EVP & COO Gold SALE $40.00 9,000 $360,000 145,967 -5.8%
2025-01-13 22:03 2025-01-10 LBSR LIBERTY STAR URANIUM & METALS CORP. MADARIS PATRICIA Officer; CFO & VP Finance/Acting CEO Other Industrial Metals & Mining BUY $0.11 1,133,574 $124,693 1,133,574 +100.0%
2025-01-11 03:25 2025-01-08 GTI GRAPHJET TECHNOLOGY SURIA SUKSES ENGINEERING SDN BHD 10% owner Other Industrial Metals & Mining SALE $0.46 4,145,916 $1,923,705 4,490,517 -48.0%
2025-01-11 00:49 2025-01-08 GTI GRAPHJET TECHNOLOGY Hoo Swee Guan Director Other Industrial Metals & Mining SALE $0.46 521,788 $240,022 0 -100.0%
2025-01-09 01:04 2025-01-06 GTI GRAPHJET TECHNOLOGY Hoo Swee Guan Director Other Industrial Metals & Mining SALE $0.69 326,203 $223,547 521,788 -38.5%
2025-01-09 01:03 2025-01-06 GTI GRAPHJET TECHNOLOGY SURIA SUKSES ENGINEERING SDN BHD 10% owner Other Industrial Metals & Mining SALE $0.62 3,356,997 $2,089,395 10,565,285 -24.1%
2025-01-08 02:23 2025-01-07 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $81.28 114,583 $9,313,409 48,649,527 -0.2%
2025-01-06 22:23 2025-01-02 GTI GRAPHJET TECHNOLOGY SURIA SUKSES ENGINEERING SDN BHD 10% owner Other Industrial Metals & Mining SALE $1.01 1,560,613 $1,583,866 13,922,282 -10.1%
2025-01-07 00:05 2025-01-02 ORGN Origin Materials, Inc. Lee Joshua C. Officer; General Counsel Chemicals SALE $1.20 1,400 $1,673 628,385 -0.2%
2025-01-04 00:58 2025-01-03 SSRM SSR MINING INC. MacNevin William K. Other Gold SALE $7.16 6,722 $48,130 265,711 -2.5%
2025-01-04 05:05 2024-12-30 TMC TMC the metals Co Inc. ILVES Erika Officer; Chief Strategy Officer Other Industrial Metals & Mining SALE $1.11 217,099 $240,980 998,170 -17.9%
2025-01-04 01:06 2025-01-02 ASIX AdvanSix Inc. Kane Erin N Director, Officer; Chief Executive Officer Chemicals SALE $28.15 5,000 $140,740 507,795 -1.0%
2025-01-03 14:30 2024-12-31 OMEX ODYSSEY MARINE EXPLORATION INC Justh Mark B Director Other Industrial Metals & Mining BUY $0.64 50,000 $32,235 551,124 +10.0%
2025-01-02 14:12 2024-12-31 GTI GRAPHJET TECHNOLOGY SURIA SUKSES ENGINEERING SDN BHD 10% owner Other Industrial Metals & Mining SALE $0.89 2,000,000 $1,780,000 15,482,895 -11.4%
2025-01-02 14:10 2024-12-31 GTI GRAPHJET TECHNOLOGY Hoo Swee Guan Director Other Industrial Metals & Mining SALE $0.87 175,000 $152,250 847,991 -17.1%
2025-01-01 04:43 2024-12-27 BSLK Bolt Projects Holdings, Inc. Golden Arrow Sponsor, LLC 10% owner Specialty Chemicals SALE $0.51 500,000 $253,200 9,162,702 -5.2%
2025-01-01 00:15 2024-12-27 ORGN Origin Materials, Inc. Lee Joshua C. Officer; General Counsel Chemicals SALE $1.02 25,000 $25,623 629,785 -3.8%
2025-01-01 00:15 2024-12-27 ORGN Origin Materials, Inc. Bissell John Director, Officer; CEO and Director Chemicals SALE $1.00 55,000 $55,000 1,976,230 -2.7%
2025-01-01 01:50 2024-12-27 UAN CVR PARTNERS, LP ICAHN CARL C 10% owner Agricultural Inputs BUY $74.79 4,538 $339,408 174,192 +2.7%
2025-01-01 00:15 2024-12-27 ORGN Origin Materials, Inc. Plavan Matthew T Officer; CFO and COO Chemicals SALE $1.02 24,500 $25,110 1,439,588 -1.7%
2024-12-30 21:14 2024-12-26 GTI GRAPHJET TECHNOLOGY SURIA SUKSES ENGINEERING SDN BHD 10% owner Other Industrial Metals & Mining SALE $0.43 5,500,000 $2,379,850 17,482,895 -23.9%
2024-12-30 20:59 2024-12-26 GTI GRAPHJET TECHNOLOGY Hoo Swee Guan Director Other Industrial Metals & Mining SALE $0.41 250,000 $102,500 1,022,991 -19.6%
2024-12-31 01:56 2024-12-26 CENX CENTURY ALUMINUM CO Gary Jesse E Director, Officer; President and CEO Aluminum SALE $18.66 79,243 $1,478,738 753 -99.1%
2024-12-30 21:58 2024-12-23 BLTH AMERICAN BATTERY MATERIALS, INC. Lipson Adam C Director Other Industrial Metals & Mining BUY $0.77 7,000 $5,390 1,619,533 +0.4%
2024-12-31 00:29 2024-12-30 K KELLANOVA KELLOGG W K FOUNDATION TRUST 10% owner Gold SALE $80.85 114,583 $9,263,623 48,764,110 -0.2%
2024-12-27 23:53 2024-12-24 TMC TMC the metals Co Inc. May Brendan Director Other Industrial Metals & Mining BUY $0.87 25,000 $21,870 100,040 +33.3%
2024-12-28 00:12 2024-12-24 CMT CORE MOLDING TECHNOLOGIES INC DUVALL DAVID L. Director, Officer; Chief Executive Officer Specialty Chemicals SALE $16.52 18,671 $308,439 238,841 -7.3%
2024-12-26 15:42 2024-12-23 NITO Nexentis Technologies Inc. Rosenbloom Ronen Director Agricultural Inputs BUY $0.00 50,000 $0 64,500 +344.8%
SHOW ENTRIES

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.