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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-08-26 21:55 | 2011-08-24 | STLD | STEEL DYNAMICS INC | BYRNE FRANK D | Director | Steel | BUY | $11.41 | 1,000 | $11,410 | 24,352 | +4.3% |
| 2011-08-25 23:50 | 2011-08-23 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $30.55 | 158,039 | $4,827,807 | 10,698,763 | -1.5% |
| 2011-08-25 17:39 | 2011-08-24 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.38 | 100,000 | $5,337,710 | 80,130,790 | -0.1% |
| 2011-08-25 18:16 | 2011-08-24 | NUE | NUCOR CORP | DALEY CLAYTON C JR | Director | Steel | OPT+S | $33.74 | 1,665 | $56,184 | 17,360 | -8.8% |
| 2011-08-26 02:06 | 2011-08-23 | ECL | ECOLAB INC. | GATES WILLIAM H III | 10% owner, Other | Specialty Chemicals | BUY | $48.44 | 1,783,486 | $86,395,629 | 20,613,072 | +9.5% |
| 2011-08-26 00:22 | 2011-08-25 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $55.00 | 5,000 | $275,000 | 1,740,952 | +0.3% |
| 2011-08-25 03:24 | 2011-08-22 | GEVO | Gevo, Inc. | Lund Brett | Officer; EVP, GC and Secretary | Specialty Chemicals | SALE | $10.62 | 2,575 | $27,348 | 15,965 | -13.9% |
| 2011-08-25 03:24 | 2011-08-22 | GEVO | Gevo, Inc. | Ryan Christopher Michael | Officer; President and COO | Specialty Chemicals | SALE | $10.18 | 4,714 | $47,986 | 29,228 | -13.9% |
| 2011-08-25 03:23 | 2011-08-24 | GEVO | Gevo, Inc. | Huttner Jack | Officer; EVP,Co Development&Pub Affairs | Specialty Chemicals | SALE | $10.46 | 515 | $5,388 | 18,025 | -2.8% |
| 2011-08-25 00:32 | 2011-08-24 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | BUY | $0.34 | 40,000 | $13,796 | 685,346 | +6.2% |
| 2011-08-25 00:13 | 2011-08-19 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $69.66 | 4,997 | $348,091 | 89,022 | -5.3% |
| 2011-08-25 00:11 | 2011-08-23 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | Agricultural Inputs | SALE | $178.15 | 2,000 | $356,297 | 8,706 | -18.7% |
| 2011-08-24 17:46 | 2011-08-23 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $53.00 | 100,000 | $5,300,170 | 80,230,790 | -0.1% |
| 2011-08-24 23:35 | 2011-08-22 | CE | Celanese Corp | MCGUINN MARTIN G | Director | Chemicals | BUY | $39.65 | 2,600 | $103,090 | 70,920 | +3.8% |
| 2011-08-25 01:26 | 2011-08-22 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $72.43 | 21,733 | $1,574,121 | 94,065 | -18.8% |
| 2011-08-24 22:50 | 2011-08-22 | NEM | NEWMONT Corp /DE/ | SANTA CRUZ CARLOS | Officer; SVP, South American Operations | Gold | OPT+S | $63.07 | 10,000 | $630,733 | 44,645 | -18.3% |
| 2011-08-24 22:48 | 2011-08-22 | NEM | NEWMONT Corp /DE/ | HUSPENI JEFFREY R | Officer; SVP, Asia Pacific Operations | Gold | OPT+S | $63.06 | 7,750 | $488,699 | 33,907 | -18.6% |
| 2011-08-25 01:54 | 2011-08-24 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $53.35 | 2,400 | $128,045 | 1,735,952 | +0.1% |
| 2011-08-24 18:47 | 2011-08-23 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $51.00 | 849 | $43,299 | 1,733,552 | +0.0% |
| 2011-08-24 17:08 | 2011-08-23 | SWM | Mativ Holdings, Inc. | THOMPSON PETER J | Officer; EVP, Fin & Strat Planning | Specialty Chemicals | SALE | $55.00 | 4,500 | $247,500 | 56,038 | -7.4% |
| 2011-08-22 23:35 | 2011-08-22 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | BUY | $0.34 | 45,000 | $15,395 | 645,346 | +7.5% |
| 2011-08-22 23:23 | 2011-08-18 | ZEUS | Olympic Steel Inc. | WOLFORT DAVID A | Director, Officer; President and COO | Steel | BUY | $18.82 | 1,000 | $18,820 | 427,070 | +0.2% |
| 2011-08-22 18:29 | 2011-08-19 | XPL | SOLITARIO RESOURCES CORP. | HERALD CHRISTOPHER E | Director, Officer; President & CEO | Other Industrial Metals & Mining | BUY | $1.98 | 10,000 | $19,800 | 697,762 | +1.5% |
| 2011-08-23 01:04 | 2011-08-18 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.26 | 78,900 | $20,514 | 4,410,600 | +1.8% |
| 2011-08-23 00:42 | 2011-08-22 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $48.61 | 10,200 | $495,850 | 1,732,703 | +0.6% |
| 2011-08-19 17:55 | 2011-08-18 | APD | Air Products and Chemicals Inc. | Painter Corning F. | Officer; Senior V.P. | Specialty Chemicals | BUY | $76.44 | 1,300 | $99,372 | 6,083 | +27.2% |
| 2011-08-19 23:43 | 2011-08-18 | PEIX | Alto Ingredients Inc. | McGregor Bryon T | Officer; Chief Financial Officer | Specialty Chemicals | BUY | $0.35 | 10,000 | $3,500 | 74,701 | +15.5% |
| 2011-08-20 01:34 | 2011-08-17 | IPI | Intrepid Potash, Inc. | HARVEY HUGH E JR | Director, 10% owner | Agricultural Inputs | SALE | $30.87 | 79,198 | $2,444,842 | 10,856,802 | -0.7% |
| 2011-08-20 01:21 | 2011-08-19 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $48.15 | 20,500 | $987,046 | 1,722,503 | +1.2% |
| 2011-08-19 01:35 | 2011-08-15 | TRER | Texas Mineral Resources Corp. | RLR Services Partnership | 10% owner | Other Industrial Metals & Mining | SALE | $2.04 | 8,000 | $16,315 | 3,716,175 | -0.2% |
| 2011-08-19 00:42 | 2011-08-18 | PEIX | Alto Ingredients Inc. | KOEHLER NEIL M | Director, Officer; President & CEO | Specialty Chemicals | BUY | $0.37 | 30,000 | $11,088 | 600,346 | +5.3% |
| 2011-08-18 17:12 | 2011-08-17 | SYNL | Ascent Industries Co. | TERRY JAMES W JR | Director | Chemicals | BUY | $10.50 | 1,000 | $10,500 | 2,624 | +61.6% |
| 2011-08-19 00:10 | 2011-08-18 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $48.28 | 18,000 | $869,000 | 1,702,003 | +1.1% |
| 2011-08-18 23:08 | 2011-08-16 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $8.99 | 3,000 | $26,980 | 62,097 | -4.6% |
| 2011-08-17 19:12 | 2011-08-16 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $45.01 | 97,201 | $4,375,017 | 19,196,083 | -0.5% |
| 2011-08-18 01:38 | 2011-08-08 | MTX | MINERALS TECHNOLOGIES INC | Walsh Janet L | Officer; Vice President | Specialty Chemicals | BUY | $54.80 | 20 | $1,096 | 20 | +100.0% |
| 2011-08-18 01:43 | 2011-08-17 | LDMI-OB | RANGE IMPACT, INC. | Chen Tao | Other | Other Industrial Metals & Mining | SALE | $67,500.00 | 4,500,000 | $303,750,000,000 | 0 | -100.0% |
| 2011-08-17 23:29 | 2011-08-05 | ZEUS | Olympic Steel Inc. | Potash Esther | Officer; Chief Information Officer | Steel | BUY | $24.79 | 500 | $12,395 | 500 | +100.0% |
| 2011-08-18 00:58 | 2011-08-17 | HL | HECLA MINING CO/DE/ | Bowles John Henry | Director | Other Precious Metals & Mining | BUY | $7.32 | 5,000 | $36,595 | 13,016 | +62.4% |
| 2011-08-17 22:49 | 2011-08-16 | CF | CF Industries Holdings, Inc. | Barnard Douglas C | Officer; VP, Gen. Counsel & Secretary | Agricultural Inputs | OPT+S | $166.88 | 13,000 | $2,169,448 | 20,779 | -38.5% |
| 2011-08-17 19:11 | 2011-08-16 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; CEO and Chairman | Agricultural Inputs | SALE | $45.01 | 97,201 | $4,375,017 | 2,779,554 | -3.4% |
| 2011-08-18 00:43 | 2011-08-15 | HL | HECLA MINING CO/DE/ | BAKER PHILLIPS S JR | Director, Officer; President & CEO | Other Precious Metals & Mining | BUY | $7.36 | 33,000 | $242,880 | 891,172 | +3.8% |
| 2011-08-17 22:49 | 2011-08-15 | POL | AVIENT CORP | Nikrant Craig M | Officer; SVP, President of Global SEM | Specialty Chemicals | SALE | $13.49 | 12,000 | $161,896 | 29,255 | -29.1% |
| 2011-08-18 01:23 | 2011-08-17 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $50.50 | 3,000 | $151,500 | 1,684,003 | +0.2% |
| 2011-08-17 23:56 | 2011-08-15 | KWR | QUAKER CHEMICAL CORP | BARRON PATRICIA C | Director | Specialty Chemicals | SALE | $33.00 | 3,440 | $113,536 | 18,033 | -16.0% |
| 2011-08-16 16:35 | 2011-08-15 | UFPI | UFP INDUSTRIES INC | GRANGER JOSEPH F | Officer; Executive VP Sales & Marketing | Lumber & Wood Production | SALE | $28.02 | 4,371 | $122,475 | 7,547 | -36.7% |
| 2011-08-17 02:10 | 2011-08-15 | ZEUS | Olympic Steel Inc. | Anton Arthur F | Director | Steel | BUY | $20.97 | 2,500 | $52,420 | 3,500 | +250.0% |
| 2011-08-17 00:32 | 2011-08-15 | LYB | LyondellBasell Industries N.V. | Gallogly James L | Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $35.00 | 815 | $28,525 | 1,771,794 | 0.0% |
| 2011-08-16 22:43 | 2011-08-12 | FF | FutureFuel Corp. | Bedell Donald C. | Director | Specialty Chemicals | BUY | $10.61 | 11,000 | $116,716 | 27,000 | +68.8% |
| 2011-08-17 00:16 | 2011-08-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $168.28 | 20,000 | $3,365,646 | 139,886 | -12.5% |
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.