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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-09-08 23:26 | 2011-09-06 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.26 | 312,900 | $81,041 | 4,610,200 | +7.3% |
| 2011-09-09 01:11 | 2011-09-08 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.75 | 5,000 | $288,750 | 1,778,452 | +0.3% |
| 2011-09-08 01:31 | 2011-09-02 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; President and CEO | Gold | OPT+S | $79.18 | 22,956 | $1,817,656 | 183,438 | -11.1% |
| 2011-09-07 01:23 | 2011-09-01 | CLF | CLEVELAND-CLIFFS INC. | Smith Clifford T | Officer; SVP, Global Business Dev. | Steel | SALE | $82.49 | 1,500 | $123,737 | 9,341 | -13.8% |
| 2011-09-07 01:13 | 2011-09-01 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | INTER ALIA HOLDING CO | 10% owner | Specialty Chemicals | SALE | $16.04 | 1,208 | $19,373 | 605,460 | -0.2% |
| 2011-09-07 01:04 | 2011-09-01 | TRER | Texas Mineral Resources Corp. | RLR Services Partnership | 10% owner | Other Industrial Metals & Mining | SALE | $2.51 | 7,710 | $19,321 | 3,708,465 | -0.2% |
| 2011-09-06 23:17 | 2011-09-01 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $11.50 | 4,755 | $54,683 | 5,544,659 | -0.1% |
| 2011-09-06 21:31 | 2011-09-01 | CF | CF Industries Holdings, Inc. | Koch Philipp P | Officer; VP, Supply Chain | Agricultural Inputs | OPT+S | $185.03 | 7,400 | $1,369,251 | 11,526 | -39.1% |
| 2011-09-07 00:50 | 2011-09-01 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | LYNCH G PATRICK | Director, Officer, 10% owner; President | Specialty Chemicals | SALE | $16.04 | 1,208 | $19,373 | 605,460 | -0.2% |
| 2011-09-07 00:34 | 2011-09-06 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $59.50 | 5,000 | $297,500 | 1,773,452 | +0.3% |
| 2011-09-06 23:37 | 2011-09-06 | HL | HECLA MINING CO/DE/ | TAYLOR ANTHONY P | Director | Other Precious Metals & Mining | SALE | $7.88 | 2,000 | $15,762 | 1,292 | -60.8% |
| 2011-09-03 00:43 | 2011-08-31 | CLF | CLEVELAND-CLIFFS INC. | Mee Terrence R | Officer; SVP Global Iron Ore & Metallic | Steel | SALE | $82.20 | 1,000 | $82,196 | 12,180 | -7.6% |
| 2011-09-03 00:23 | 2011-08-31 | NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | STONE MARK J | Director | Specialty Chemicals | OPT+S | $16.20 | 2,000 | $32,400 | 8,000 | -20.0% |
| 2011-09-02 23:24 | 2011-09-01 | BCPC | BALCHEM CORP | TELEVANTOS JOHN Y | Director | Specialty Chemicals | SALE | $41.50 | 3,000 | $124,500 | 45,040 | -6.2% |
| 2011-09-02 23:15 | 2011-08-31 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | BUY | $53.31 | 754,386 | $40,216,393 | 25,669,381 | +3.0% |
| 2011-09-03 00:11 | 2011-09-02 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $58.75 | 5,000 | $293,750 | 1,768,452 | +0.3% |
| 2011-09-02 01:17 | 2011-08-31 | LYB | LyondellBasell Industries N.V. | Gallogly James L | Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $35.00 | 93,169 | $3,260,915 | 1,771,794 | -5.0% |
| 2011-09-02 04:20 | 2011-08-30 | CLF | CLEVELAND-CLIFFS INC. | GALLAGHER DONALD J | Officer; EVP, Pres. Global Commercial | Steel | SALE | $82.19 | 10,000 | $821,890 | 38,675 | -20.5% |
| 2011-09-02 00:19 | 2011-08-30 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | SALE | $75.73 | 3,000 | $227,190 | 91,065 | -3.2% |
| 2011-09-01 23:07 | 2011-08-30 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; President and COO | Steel | BUY | $20.25 | 1,000 | $20,245 | 428,070 | +0.2% |
| 2011-09-02 02:38 | 2011-08-30 | MMP | Magellan Midstream Partners, L.P. | TOWNSEND LONNY E | Officer; Senior VP and General Counsel | Aluminum | SALE | $60.09 | 15,000 | $901,341 | 17,271 | -46.5% |
| 2011-09-01 23:21 | 2011-08-30 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | BUY | $52.50 | 596,625 | $31,322,872 | 24,914,995 | +2.5% |
| 2011-09-02 01:22 | 2011-08-30 | IPI | Intrepid Potash, Inc. | MARTIN J LANDIS | Director | Agricultural Inputs | SALE | $33.80 | 39,808 | $1,345,510 | 23,877 | -62.5% |
| 2011-09-02 00:55 | 2011-09-01 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $59.75 | 2,000 | $119,500 | 1,763,452 | +0.1% |
| 2011-08-31 17:55 | 2011-08-29 | FMC | FMC CORP | Kempthorne Dirk A | Director | Agricultural Inputs | SALE | $74.10 | 495 | $36,680 | 4,382 | -10.1% |
| 2011-09-01 00:42 | 2011-08-31 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $11.24 | 1,000 | $11,240 | 5,549,414 | +0.0% |
| 2011-09-01 00:42 | 2011-08-29 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $11.28 | 30,958 | $349,107 | 5,548,414 | -0.6% |
| 2011-08-31 20:52 | 2011-08-29 | CF | CF Industries Holdings, Inc. | Will W Anthony | Officer; VP, Manufacturing & Dist. | Agricultural Inputs | SALE | $187.21 | 2,300 | $430,583 | 19,640 | -10.5% |
| 2011-08-31 21:45 | 2011-08-30 | HWKN | HAWKINS INC | PAULSON KEENAN A | Officer; VP, Water Treatment Group | Specialty Chemicals | OPT+S | $35.64 | 9,333 | $332,628 | 6,148 | -60.3% |
| 2011-08-31 22:49 | 2011-08-08 | ALB | Albemarle Corporation | NICOLS JOHN J | Officer; VP Catalysts | Specialty Chemicals | BUY | $53.92 | 2,292 | $123,585 | 20,427 | +12.6% |
| 2011-08-31 18:22 | 2011-08-30 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $54.04 | 106,600 | $5,760,216 | 79,924,190 | -0.1% |
| 2011-08-31 23:48 | 2011-08-29 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | BUY | $52.01 | 394,348 | $20,511,104 | 24,318,370 | +1.6% |
| 2011-08-31 23:35 | 2011-08-30 | CMT | CORE MOLDING TECHNOLOGIES INC | PRINE MALCOLM M | Director | Specialty Chemicals | OPT+S | $9.53 | 132,145 | $1,259,342 | 21,719 | -85.9% |
| 2011-08-31 23:31 | 2011-08-30 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $9.46 | 5,000 | $47,300 | 57,097 | -8.1% |
| 2011-08-31 21:47 | 2011-08-30 | KWR | QUAKER CHEMICAL CORP | BARRON PATRICIA C | Director | Specialty Chemicals | BUY | $33.30 | 3,440 | $114,549 | 3,440 | +100.0% |
| 2011-08-31 00:52 | 2011-08-29 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | SALE | $75.36 | 2,597 | $195,720 | 22,274 | -10.4% |
| 2011-08-30 23:40 | 2011-08-29 | SCL | STEPAN CO | PACHOLEC FRANK | Officer; Vice President R&D | Specialty Chemicals | OPT+S | $75.56 | 939 | $70,947 | 24,232 | -3.7% |
| 2011-08-30 18:38 | 2011-08-29 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.91 | 100,000 | $5,391,200 | 80,030,790 | -0.1% |
| 2011-08-30 23:46 | 2011-08-29 | UFPI | UFP INDUSTRIES INC | GLENN MICHAEL B | Other | Lumber & Wood Production | OPT+S | $31.00 | 12,500 | $387,500 | 60,288 | -17.2% |
| 2011-08-30 17:28 | 2011-08-29 | NUE | NUCOR CORP | HLAVACEK JAMES D | Director | Steel | OPT+S | $35.14 | 2,318 | $81,455 | 15,019 | -13.4% |
| 2011-08-30 23:19 | 2011-08-26 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner | Specialty Chemicals | BUY | $50.21 | 901,150 | $45,247,282 | 23,924,022 | +3.9% |
| 2011-08-31 01:20 | 2011-08-29 | GRZ | GOLD RESERVE LTD | BELANGER A DOUGLAS | Director, Officer; President | Gold | SALE | $2.86 | 17,213 | $49,277 | 1,480,956 | -1.1% |
| 2011-08-30 00:58 | 2011-08-25 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $71.45 | 1,500 | $107,175 | 4,100 | -26.8% |
| 2011-08-29 23:23 | 2011-08-25 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner, Other | Specialty Chemicals | BUY | $49.62 | 1,016,000 | $50,415,038 | 23,022,872 | +4.6% |
| 2011-08-30 01:27 | 2011-08-29 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $59.29 | 10,500 | $622,529 | 1,761,452 | +0.6% |
| 2011-08-29 23:55 | 2011-08-25 | GRZ | GOLD RESERVE LTD | BELANGER A DOUGLAS | Officer; President | Gold | SALE | $2.72 | 7,787 | $21,203 | 1,498,169 | -0.5% |
| 2011-08-27 00:33 | 2011-08-18 | EXP | EAGLE MATERIALS INC | STEWART RICHARD ROSS | Director | Building Materials | BUY | $18.39 | 1,000 | $18,390 | 7,000 | +16.7% |
| 2011-08-27 00:11 | 2011-08-24 | RGLD | ROYAL GOLD INC | HOWELL S ODEN JR | Director | Gold | SALE | $70.33 | 15,000 | $1,054,950 | 431,230 | -3.4% |
| 2011-08-26 23:25 | 2011-08-24 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner, Other | Specialty Chemicals | BUY | $49.37 | 1,393,800 | $68,805,076 | 22,006,872 | +6.8% |
| 2011-08-27 00:45 | 2011-08-26 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $56.64 | 10,000 | $566,355 | 1,750,952 | +0.6% |
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.