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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-09-20 19:31 | 2011-09-19 | ONP | IT TECH PACKAGING, INC. | LIU ZHENYONG | Director, Officer, 10% owner; Chief Executive Officer | Paper & Paper Products | BUY | $2.81 | 20,000 | $56,232 | 5,084,841 | +0.4% |
| 2011-09-20 23:06 | 2011-09-16 | CLF | CLEVELAND-CLIFFS INC. | Carrabba Joseph A | Director, Officer; Chairman, Pres. & CEO | Steel | SALE | $76.45 | 10,000 | $764,543 | 179,869 | -5.3% |
| 2011-09-21 01:11 | 2011-09-20 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.93 | 10,000 | $539,299 | 1,835,861 | +0.5% |
| 2011-09-19 23:24 | 2011-09-15 | CLF | CLEVELAND-CLIFFS INC. | Vetor Duke D | Officer; SVP, North Amer. Coal | Steel | SALE | $79.25 | 3,800 | $301,136 | 8,263 | -31.5% |
| 2011-09-20 00:33 | 2011-09-15 | CLF | CLEVELAND-CLIFFS INC. | BRLAS LAURIE | Officer; Executive VP and CFO | Steel | SALE | $79.95 | 2,000 | $159,900 | 45,035 | -4.3% |
| 2011-09-19 17:27 | 2011-09-16 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $19.97 | 15,000 | $299,489 | 159,712 | +10.4% |
| 2011-09-20 00:50 | 2011-09-19 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.12 | 600 | $31,870 | 1,825,861 | +0.0% |
| 2011-09-19 17:29 | 2011-09-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.38 | 13,059 | $710,186 | 1,825,261 | +0.7% |
| 2011-09-19 23:46 | 2011-09-15 | AUMN | Golden Minerals Co | Clevenger Jeffrey G | Director, Officer; President, CEO | Other Precious Metals & Mining | BUY | $0.00 | 75,000 | $0 | 255,056 | +41.7% |
| 2011-09-16 23:30 | 2011-09-15 | LXU | LSB INDUSTRIES, INC. | LAPIDUS GAIL | Director | Chemicals | BUY | $36.70 | 125 | $4,588 | 125 | +100.0% |
| 2011-09-16 23:11 | 2011-09-14 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.78 | 12,020 | $129,631 | 5,529,223 | -0.2% |
| 2011-09-16 18:35 | 2011-09-14 | CLF | CLEVELAND-CLIFFS INC. | Carrabba Joseph A | Director, Officer; Chairman, Pres. & CEO | Steel | SALE | $78.35 | 10,000 | $783,461 | 189,869 | -5.0% |
| 2011-09-16 19:03 | 2011-09-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $180.11 | 20,000 | $3,602,264 | 139,886 | -12.5% |
| 2011-09-17 04:18 | 2011-09-14 | VGZ | VISTA GOLD CORP | OGRYZLO C THOMAS | Director | Gold | SALE | $4.45 | 6 | $27 | 55,176 | 0.0% |
| 2011-09-17 04:17 | 2011-09-14 | VGZ | VISTA GOLD CORP | CLARK JOHN M | Director | Gold | SALE | $4.55 | 10,000 | $45,500 | 6,127 | -62.0% |
| 2011-09-17 03:19 | 2011-08-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $12.88 | 2,000 | $25,750 | 64,011 | -3.0% |
| 2011-09-15 23:10 | 2011-09-14 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $47.13 | 78,600 | $3,704,418 | 18,989,353 | -0.4% |
| 2011-09-15 23:09 | 2011-09-14 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $47.13 | 78,600 | $3,704,418 | 2,962,738 | -2.6% |
| 2011-09-16 01:09 | 2011-09-13 | RGLD | ROYAL GOLD INC | WORTH DONALD J | Director | Gold | SALE | $80.35 | 5,000 | $401,750 | 18,750 | -21.1% |
| 2011-09-15 23:40 | 2011-09-13 | GRZ | GOLD RESERVE LTD | SMITH MARY E | Officer; VP Administration & Secretary | Gold | SALE | $2.90 | 9,390 | $27,276 | 171,888 | -5.2% |
| 2011-09-15 00:56 | 2011-09-12 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $80.66 | 5,000 | $403,300 | 128,988 | -3.7% |
| 2011-09-14 20:08 | 2011-09-12 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $47.29 | 128,130 | $6,059,537 | 19,067,953 | -0.7% |
| 2011-09-14 23:58 | 2011-09-12 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | INTER ALIA HOLDING CO | 10% owner | Specialty Chemicals | SALE | $15.06 | 1,800 | $27,116 | 601,668 | -0.3% |
| 2011-09-15 04:26 | 2011-09-12 | CLF | CLEVELAND-CLIFFS INC. | Carrabba Joseph A | Director, Officer; Chairman, Pres. & CEO | Steel | SALE | $75.87 | 10,000 | $758,738 | 199,869 | -4.8% |
| 2011-09-15 00:36 | 2011-09-09 | GPRE | Green Plains Inc. | Greenstar North America Holdings, Inc. | 10% owner, Other | Chemicals | SALE | $8.00 | 3,500,000 | $28,000,000 | 7,727,653 | -31.2% |
| 2011-09-15 00:49 | 2011-09-13 | ECL | ECOLAB INC. | Mason Phillip J | Officer; President, EMEA Sector | Specialty Chemicals | SALE | $50.19 | 3,000 | $150,561 | 25,859 | -10.4% |
| 2011-09-14 23:38 | 2011-09-12 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | LYNCH G PATRICK | Director, Officer, 10% owner; President | Specialty Chemicals | SALE | $15.06 | 1,800 | $27,116 | 601,668 | -0.3% |
| 2011-09-14 20:07 | 2011-09-12 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PAUL | 10% owner | Agricultural Inputs | SALE | $47.29 | 128,130 | $6,059,537 | 3,039,884 | -4.0% |
| 2011-09-15 01:13 | 2011-09-14 | KRO | KRONOS WORLDWIDE INC | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Specialty Chemicals | BUY | $18.95 | 35,000 | $663,250 | 144,712 | +31.9% |
| 2011-09-15 01:10 | 2011-09-14 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $55.00 | 10,000 | $550,000 | 181,202 | +5.8% |
| 2011-09-14 17:32 | 2011-09-13 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.27 | 8,750 | $474,833 | 1,802,202 | +0.5% |
| 2011-09-14 00:07 | 2011-09-13 | PEIX | Alto Ingredients Inc. | Kandris Michael D | Director | Specialty Chemicals | BUY | $0.36 | 10,000 | $3,625 | 43,878 | +29.5% |
| 2011-09-13 20:55 | 2011-09-13 | NEM | NEWMONT Corp /DE/ | OBRIEN RICHARD T | Officer; Director, President & CEO | Gold | OPT+S | $63.22 | 40,000 | $2,528,632 | 250,187 | -13.8% |
| 2011-09-13 23:24 | 2011-09-09 | GRZ | GOLD RESERVE LTD | SMITH MARY E | Officer; VP Administration & Secretary | Gold | SALE | $3.00 | 610 | $1,830 | 181,278 | -0.3% |
| 2011-09-13 22:19 | 2011-09-09 | AUMN | Golden Minerals Co | Friedman Deborah J | Officer; Sr VP, Gen. Coun. & Corp. Secy | Other Precious Metals & Mining | SALE | $12.89 | 9,000 | $116,010 | 31,100 | -22.4% |
| 2011-09-13 00:10 | 2011-09-08 | CLF | CLEVELAND-CLIFFS INC. | Baisden Steve R. | Officer; VP, Investor Relations & Comm. | Steel | SALE | $80.62 | 900 | $72,554 | 2,932 | -23.5% |
| 2011-09-12 23:58 | 2011-09-08 | CLF | CLEVELAND-CLIFFS INC. | Graham James D | Officer; GC, Global Operations | Steel | SALE | $80.12 | 500 | $40,061 | 1,686 | -22.9% |
| 2011-09-13 00:02 | 2011-09-08 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | Director, Officer, 10% owner; Executive Chairman of Board | Agricultural Inputs | SALE | $34.77 | 250,000 | $8,691,250 | 11,096,000 | -2.2% |
| 2011-09-13 00:00 | 2011-09-08 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $34.77 | 250,000 | $8,691,250 | 10,448,763 | -2.3% |
| 2011-09-13 01:26 | 2011-09-12 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.10 | 10,000 | $1,000 | 2,580,000 | +0.4% |
| 2011-09-13 04:59 | 2011-09-08 | CLF | CLEVELAND-CLIFFS INC. | Carrabba Joseph A | Director, Officer; Chairman, Pres. & CEO | Steel | SALE | $79.59 | 10,000 | $795,880 | 209,869 | -4.5% |
| 2011-09-12 15:20 | 2011-09-09 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | BUY | $0.37 | 35,000 | $13,010 | 720,346 | +5.1% |
| 2011-09-12 20:53 | 2011-09-08 | NEM | NEWMONT Corp /DE/ | Lansdown Guy L P | Officer; EVP, Discovery and Development | Gold | OPT+S | $66.00 | 12,500 | $825,008 | 49,381 | -20.2% |
| 2011-09-13 01:14 | 2011-09-12 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.60 | 10,000 | $536,000 | 1,793,452 | +0.6% |
| 2011-09-10 01:27 | 2011-09-07 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | INTER ALIA HOLDING CO | 10% owner | Specialty Chemicals | SALE | $15.81 | 1,992 | $31,497 | 603,468 | -0.3% |
| 2011-09-09 23:16 | 2011-09-07 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $10.78 | 3,416 | $36,815 | 5,541,243 | -0.1% |
| 2011-09-09 23:43 | 2011-09-07 | HWKN | HAWKINS INC | THOMPSON JAMES T | Director | Specialty Chemicals | BUY | $33.67 | 3,000 | $101,010 | 6,186 | +94.2% |
| 2011-09-10 01:10 | 2011-09-07 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | LYNCH G PATRICK | Director, Officer, 10% owner; President | Specialty Chemicals | SALE | $15.81 | 1,992 | $31,497 | 603,468 | -0.3% |
| 2011-09-10 00:32 | 2011-09-09 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $55.75 | 5,000 | $278,750 | 1,783,452 | +0.3% |
| 2011-09-08 19:34 | 2011-09-06 | NEM | NEWMONT Corp /DE/ | KERR THOMAS R. | Officer; SVP, North American Operations | Gold | OPT+S | $64.28 | 4,500 | $289,256 | 13,817 | -24.6% |
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.