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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-11-18 23:39 | 2011-11-17 | CLF | CLEVELAND-CLIFFS INC. | BRLAS LAURIE | Officer; Executive VP and CFO | Steel | SALE | $71.00 | 1,000 | $70,996 | 43,535 | -2.2% |
| 2011-11-18 22:15 | 2011-11-16 | CF | CF Industries Holdings, Inc. | KUHBACH ROBERT G | Director | Agricultural Inputs | BUY | $169.00 | 250 | $42,251 | 2,202 | +12.8% |
| 2011-11-18 23:52 | 2011-11-18 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $19.45 | 7,000 | $136,120 | 98,652 | +7.6% |
| 2011-11-19 02:37 | 2011-11-18 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $19.21 | 100,000 | $1,920,530 | 277,610 | +56.3% |
| 2011-11-19 02:38 | 2011-11-18 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $56.00 | 5,000 | $280,000 | 2,119,158 | +0.2% |
| 2011-11-17 17:45 | 2011-11-14 | CMC | COMMERCIAL METALS Co | RAISS SARAH E. | Director | Steel | BUY | $13.12 | 9,300 | $122,016 | 9,300 | +100.0% |
| 2011-11-18 01:30 | 2011-11-15 | LYB | LyondellBasell Industries N.V. | Apollo Management Holdings GP, LLC | 10% owner | Specialty Chemicals | BUY | $34.96 | 677,261 | $23,678,873 | 167,578,410 | +0.4% |
| 2011-11-18 01:04 | 2011-11-16 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.09 | 25,000 | $2,250 | 2,625,000 | +1.0% |
| 2011-11-17 20:44 | 2011-11-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $170.67 | 20,000 | $3,413,374 | 139,886 | -12.5% |
| 2011-11-18 01:08 | 2011-11-16 | WLK | WESTLAKE CORP | Chao James | Director, Officer, 10% owner; Chairman | Specialty Chemicals | OPT+S | $43.70 | 1,295 | $56,597 | 96,607 | -1.3% |
| 2011-11-18 01:11 | 2011-11-17 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $20.80 | 9,000 | $187,170 | 91,652 | +10.9% |
| 2011-11-18 01:47 | 2011-11-16 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $80.76 | 606 | $48,941 | 93,209 | -0.6% |
| 2011-11-18 00:51 | 2011-11-17 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $56.38 | 10,000 | $563,750 | 2,114,158 | +0.5% |
| 2011-11-17 02:42 | 2011-11-14 | ZEUS | Olympic Steel Inc. | McNeeley Donald R. Jr. | Director | Steel | BUY | $22.83 | 9,102 | $207,781 | 40,312 | +29.2% |
| 2011-11-16 17:53 | 2011-11-15 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $10.55 | 1,000 | $10,550 | 7,524 | +15.3% |
| 2011-11-17 01:06 | 2011-11-15 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; V.P. & Chief Financial Officer | Specialty Chemicals | OPT+S | $83.00 | 2,500 | $207,500 | 6,133 | -29.0% |
| 2011-11-17 04:39 | 2011-11-16 | USLM | UNITED STATES LIME & MINERALS INC | OWENS M MICHAEL | Officer; Vice President & CFO | Building Materials | SALE | $53.00 | 200 | $10,600 | 8,844 | -2.2% |
| 2011-11-17 04:34 | 2011-11-15 | USLM | UNITED STATES LIME & MINERALS INC | BYRNE TIMOTHY W | Director, Officer; President & CEO | Building Materials | SALE | $52.10 | 2,000 | $104,206 | 32,588 | -5.8% |
| 2011-11-16 20:49 | 2011-11-14 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | Agricultural Inputs | SALE | $171.80 | 2,000 | $343,600 | 6,706 | -23.0% |
| 2011-11-16 20:24 | 2011-11-15 | UFPI | UFP INDUSTRIES INC | COLEMAN ROBERT D | Officer; Executive VP Manufacturing | Lumber & Wood Production | SALE | $28.40 | 9,837 | $279,416 | 20,918 | -32.0% |
| 2011-11-17 00:11 | 2011-11-14 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; President and COO | Specialty Chemicals | OPT+S | $23.20 | 42,908 | $995,466 | 342,501 | -11.1% |
| 2011-11-17 01:59 | 2011-11-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $58.00 | 5,000 | $290,000 | 2,104,158 | +0.2% |
| 2011-11-16 00:17 | 2011-11-11 | ZEUS | Olympic Steel Inc. | McNeeley Donald R. Jr. | Director | Steel | BUY | $22.74 | 4,580 | $104,163 | 31,210 | +17.2% |
| 2011-11-16 01:00 | 2011-11-10 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | SALE | $81.60 | 320 | $26,136 | 4,026 | -7.4% |
| 2011-11-16 01:33 | 2011-11-10 | SCL | STEPAN CO | Servatius Gregory | Officer; VP of Human Resources | Specialty Chemicals | SALE | $81.48 | 1,000 | $81,480 | 12,224 | -7.6% |
| 2011-11-16 01:15 | 2011-11-14 | CBT | CABOT CORP | Kelly James Patrick | Officer; Vice President and Controller | Specialty Chemicals | SALE | $32.87 | 3,100 | $101,897 | 26,416 | -10.5% |
| 2011-11-16 00:27 | 2011-11-11 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.22 | 66,011 | $806,522 | 5,305,429 | -1.2% |
| 2011-11-16 02:03 | 2011-11-10 | SCL | STEPAN CO | HURLBUTT JAMES E | Officer; V.P. & Chief Financial Officer | Specialty Chemicals | OPT+S | $79.86 | 3,500 | $279,500 | 6,133 | -36.3% |
| 2011-11-16 03:58 | 2011-11-08 | USLM | UNITED STATES LIME & MINERALS INC | IRMSCHER WALLACE G | Director | Building Materials | SALE | $53.50 | 154 | $8,239 | 4,738 | -3.1% |
| 2011-11-15 23:33 | 2011-11-15 | APD | Air Products and Chemicals Inc. | FAIRBAIRN URSULA F | Director | Specialty Chemicals | OPT+S | $86.17 | 2,000 | $172,330 | 1,135 | -63.8% |
| 2011-11-16 01:51 | 2011-11-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.56 | 3,336 | $192,020 | 2,099,158 | +0.2% |
| 2011-11-15 01:36 | 2011-11-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $80.10 | 5,000 | $400,500 | 118,988 | -4.0% |
| 2011-11-14 17:22 | 2011-11-10 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $42.52 | 101,828 | $4,329,727 | 18,876,525 | -0.5% |
| 2011-11-15 00:16 | 2011-11-09 | ZEUS | Olympic Steel Inc. | McNeeley Donald R. Jr. | Director | Steel | BUY | $21.58 | 17,627 | $380,317 | 26,630 | +195.8% |
| 2011-11-15 00:50 | 2011-11-14 | CMC | COMMERCIAL METALS Co | RAISS SARAH E. | Director | Steel | BUY | $13.12 | 9,200 | $120,704 | 9,200 | +100.0% |
| 2011-11-14 23:10 | 2011-11-11 | SMG | SCOTTS MIRACLE-GRO CO | Brockman Vincent C | Officer; EVP, GC and Secretary | Agricultural Inputs | SALE | $43.47 | 4,710 | $204,724 | 37,635 | -11.1% |
| 2011-11-14 23:09 | 2011-11-11 | SMG | SCOTTS MIRACLE-GRO CO | Kohrt Carl F | Director | Agricultural Inputs | BUY | $43.27 | 1,240 | $53,660 | 2,000 | +163.2% |
| 2011-11-15 05:16 | 2011-11-09 | LYB | LyondellBasell Industries N.V. | Apollo Management Holdings GP, LLC | 10% owner | Specialty Chemicals | BUY | $34.30 | 2,002,784 | $68,698,095 | 166,901,149 | +1.2% |
| 2011-11-14 23:11 | 2011-11-10 | SMG | SCOTTS MIRACLE-GRO CO | SANDERS BARRY W | Officer; President | Agricultural Inputs | SALE | $43.01 | 6,577 | $282,865 | 28,553 | -18.7% |
| 2011-11-14 14:00 | 2011-11-10 | APD | Air Products and Chemicals Inc. | Marsland John W | Officer; Sr. V.P. | Specialty Chemicals | SALE | $85.00 | 3,120 | $265,200 | 9,208 | -25.3% |
| 2011-11-14 20:50 | 2011-11-09 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.08 | 10,000 | $800 | 2,600,000 | +0.4% |
| 2011-11-14 18:53 | 2011-11-11 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO & President | Chemicals | BUY | $10.55 | 500 | $5,275 | 6,524 | +8.3% |
| 2011-11-15 01:46 | 2011-11-09 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; President and CEO | Gold | SALE | $80.85 | 203 | $16,413 | 175,738 | -0.1% |
| 2011-11-15 02:29 | 2011-11-09 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $80.85 | 5,924 | $478,955 | 77,522 | -7.1% |
| 2011-11-14 18:22 | 2011-11-11 | CLW | Clearwater Paper Corp | LARSSON WILLIAM D | Director | Paper & Paper Products | BUY | $34.82 | 1,000 | $34,820 | 1,000 | +100.0% |
| 2011-11-15 01:08 | 2011-11-14 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $54.45 | 524 | $28,532 | 77,792 | -0.7% |
| 2011-11-15 00:59 | 2011-11-14 | LYB | LyondellBasell Industries N.V. | SCHLANGER MARVIN O | Director | Specialty Chemicals | BUY | $35.75 | 3,000 | $107,260 | 1,000 | +100.0% |
| 2011-11-14 23:10 | 2011-11-10 | SMG | SCOTTS MIRACLE-GRO CO | STUMP DENISE | Officer; EVP, Global Human Resources | Agricultural Inputs | SALE | $43.06 | 6,562 | $282,587 | 28,987 | -18.5% |
| 2011-11-14 17:23 | 2011-11-10 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; CEO and Chairman | Agricultural Inputs | SALE | $42.52 | 101,828 | $4,329,727 | 2,677,726 | -3.7% |
| 2011-11-15 01:55 | 2011-11-09 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | SALE | $80.85 | 5,427 | $438,773 | 93,209 | -5.5% |
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.