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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-08-08 22:53 | 2011-08-08 | APD | Air Products and Chemicals Inc. | BAEZA MARIO | Director | Specialty Chemicals | SALE | $79.34 | 2,000 | $158,684 | 0 | -100.0% |
| 2011-08-08 21:35 | 2011-08-08 | REE | RARE ELEMENT RESOURCES LTD | BYERS GEORGE G | Officer; VP, Govt & Community Relations | Other Industrial Metals & Mining | BUY | $7.85 | 10,000 | $78,497 | 60,000 | +20.0% |
| 2011-08-09 03:10 | 2011-08-08 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $36.11 | 18,740 | $676,619 | 1,649,890 | +1.1% |
| 2011-08-05 21:22 | 2011-08-03 | ALB | Albemarle Corporation | ALLEN WILLIAM B JR | Officer; VP, CAO and Corp Controller | Specialty Chemicals | BUY | $62.61 | 1,500 | $93,915 | 14,765 | +11.3% |
| 2011-08-05 23:05 | 2011-05-19 | WLK | WESTLAKE CORP | Buesinger Robert F. | Officer; Sr. Vice President, Vinyls | Specialty Chemicals | OPT+S | $55.40 | 1,477 | $81,824 | 2,604 | -36.2% |
| 2011-08-05 19:53 | 2011-08-05 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $21.83 | 8,000 | $174,650 | 67,652 | +13.4% |
| 2011-08-05 22:56 | 2011-08-04 | APD | Air Products and Chemicals Inc. | SMITH LAWRENCE S | Director | Specialty Chemicals | BUY | $84.82 | 1,300 | $110,261 | 6,150 | +26.8% |
| 2011-08-06 03:40 | 2011-08-03 | MLM | MARTIN MARIETTA MATERIALS INC | SPO ADVISORY CORP | 10% owner | Building Materials | SALE | $69.62 | 672,200 | $46,800,917 | 4,709,835 | -12.5% |
| 2011-08-05 00:41 | 2011-07-29 | TRER | Texas Mineral Resources Corp. | RLR Services Partnership | 10% owner | Other Industrial Metals & Mining | SALE | $2.62 | 6,300 | $16,499 | 3,729,675 | -0.2% |
| 2011-08-05 00:23 | 2011-08-04 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $45.50 | 6,000 | $273,000 | 1,631,150 | +0.4% |
| 2011-08-03 23:31 | 2011-07-29 | GRMC | Goldrich Mining Company | Regent Pacific Group Ltd | 10% owner | Gold | BUY | $0.21 | 7,300,000 | $1,533,000 | 12,606,427 | +137.6% |
| 2011-08-04 01:01 | 2011-08-01 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $15.18 | 2,660 | $40,390 | 151,195 | +1.8% |
| 2011-08-04 00:46 | 2011-08-02 | CLF | CLEVELAND-CLIFFS INC. | Raguz Steven M | Officer; SVP, Corp. Strategy & Treas. | Steel | SALE | $89.04 | 1,772 | $157,787 | 7,295 | -19.5% |
| 2011-08-03 23:46 | 2011-08-02 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Officer; CFO | Other Precious Metals & Mining | BUY | $0.25 | 1,500 | $375 | 1,988,077 | +0.1% |
| 2011-08-04 00:28 | 2011-08-01 | CLF | CLEVELAND-CLIFFS INC. | Gluski Andres | Director | Steel | BUY | $88.42 | 1,130 | $99,911 | 2,527 | +80.9% |
| 2011-08-03 20:57 | 2011-08-01 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $35.52 | 6,000 | $213,120 | 243,372 | -2.4% |
| 2011-08-04 00:36 | 2011-08-01 | CLF | CLEVELAND-CLIFFS INC. | TOMPKINS P KELLY | Officer; EVP Legal Govt. Aff.& Sustain. | Steel | BUY | $89.17 | 2,500 | $222,933 | 11,850 | +26.7% |
| 2011-08-04 01:39 | 2011-08-03 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $26.65 | 10,000 | $266,460 | 59,652 | +20.1% |
| 2011-08-03 21:48 | 2011-08-03 | MTRN | MATERION Corp | SHERWIN JOHN JR | Director | Other Industrial Metals & Mining | SALE | $33.94 | 2,244 | $76,172 | 5,077 | -30.7% |
| 2011-08-04 01:42 | 2011-08-03 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $49.00 | 3,000 | $147,000 | 1,625,150 | +0.2% |
| 2011-08-03 00:19 | 2011-07-29 | GRMC | Goldrich Mining Company | Forza Capital Management, L.L.C. | Director, 10% owner | Gold | BUY | $0.21 | 926,468 | $194,558 | 7,008,400 | +15.2% |
| 2011-08-02 23:12 | 2011-07-29 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.40 | 17,056 | $211,477 | 5,579,997 | -0.3% |
| 2011-08-03 00:51 | 2011-08-02 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.60 | 5,000 | $273,000 | 1,622,150 | +0.3% |
| 2011-08-02 03:14 | 2011-07-29 | GMRC | Goldrich Mining Company | Regent Pacific Group Ltd | 10% owner | Gold | BUY | $0.21 | 7,300,000 | $1,533,000 | 12,606,427 | +137.6% |
| 2011-08-01 22:58 | 2011-07-29 | SCL | STEPAN CO | Hendrickson Gary E | Director | Specialty Chemicals | OPT+S | $78.62 | 692 | $54,405 | 422 | -62.1% |
| 2011-08-01 17:37 | 2011-07-29 | NUE | NUCOR CORP | FERRIOLA JOHN J | Director, Officer; PRESIDENT AND COO | Steel | OPT+S | $38.55 | 8,440 | $325,392 | 195,730 | -4.1% |
| 2011-08-01 17:35 | 2011-07-28 | NUE | NUCOR CORP | DARSEY JAMES R | Officer; Executive Vice President | Steel | OPT+S | $38.91 | 7,847 | $305,349 | 178,160 | -4.2% |
| 2011-08-02 01:17 | 2011-07-28 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.25 | 954,250 | $238,563 | 4,345,900 | +28.1% |
| 2011-08-01 21:03 | 2011-07-28 | STLD | STEEL DYNAMICS INC | RINN RUSSELL B | Officer; Executive Vic President | Steel | BUY | $15.72 | 2,000 | $31,441 | 2,000 | +100.0% |
| 2011-07-29 18:06 | 2011-07-27 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | OPT+S | $79.83 | 2,400 | $191,592 | 4,794 | -33.4% |
| 2011-07-29 18:56 | 2011-07-27 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $79.08 | 5,700 | $450,757 | 24,871 | -18.6% |
| 2011-07-29 23:10 | 2011-07-28 | RPM | RPM INTERNATIONAL INC/DE/ | MATEJKA ROBERT L | Officer; Senior VP and CFO | Specialty Chemicals | OPT+S | $21.63 | 10,000 | $216,270 | 34,000 | -22.7% |
| 2011-07-29 01:22 | 2011-07-21 | TRER | Texas Mineral Resources Corp. | RLR Services Partnership | 10% owner | Other Industrial Metals & Mining | SALE | $2.73 | 22,192 | $60,615 | 3,735,975 | -0.6% |
| 2011-07-29 01:30 | 2011-04-06 | HUN | Huntsman CORP | Healy Lawrence Russell | Officer; VP and Controller | Chemicals | SALE | $18.00 | 65,533 | $1,179,594 | 62,237 | -51.3% |
| 2011-07-28 23:26 | 2011-07-26 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.25 | 18,400 | $4,600 | 3,730,300 | +0.5% |
| 2011-07-29 01:26 | 2011-07-28 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.00 | 151 | $8,154 | 1,617,150 | +0.0% |
| 2011-07-28 23:10 | 2011-07-27 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $54.00 | 1,968 | $106,272 | 1,616,999 | +0.1% |
| 2011-07-28 00:32 | 2011-07-25 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $13.98 | 1,542 | $21,550 | 148,535 | +1.0% |
| 2011-07-27 18:52 | 2011-07-19 | UFPI | UFP INDUSTRIES INC | WEBSTER PATRICK M | Officer; President and COO | Lumber & Wood Production | BUY | $28.84 | 71 | $2,048 | 23,855 | +0.3% |
| 2011-07-28 00:22 | 2011-07-26 | CE | Celanese Corp | Townsend Jay | Officer; SVP, Business Strategy Dev. | Chemicals | OPT+S | $56.83 | 30,000 | $1,704,900 | 24,122 | -55.4% |
| 2011-07-27 23:34 | 2011-07-25 | WDFC | WD 40 CO | FREEMAN MICHAEL L | Officer; Division President, Americas | Specialty Chemicals | OPT+S | $46.24 | 8,000 | $369,920 | 26,607 | -23.1% |
| 2011-07-28 01:15 | 2011-07-27 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $58.00 | 1,968 | $114,144 | 1,616,999 | +0.1% |
| 2011-07-27 02:57 | 2011-07-26 | SXC | SunCoke Energy, Inc. | Uy Charmian | Director | Coking Coal | BUY | $16.00 | 1,000 | $16,000 | 1,000 | +100.0% |
| 2011-07-27 02:50 | 2011-07-26 | SXC | SunCoke Energy, Inc. | MacDonald Brian P | Director | Coking Coal | BUY | $16.00 | 10,000 | $160,000 | 10,000 | +100.0% |
| 2011-07-26 17:49 | 2011-07-25 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Officer; Sr. VP, Commodity Chemicals | Specialty Chemicals | OPT+S | $88.95 | 9,600 | $853,914 | 17,349 | -35.6% |
| 2011-07-27 02:55 | 2011-07-26 | SXC | SunCoke Energy, Inc. | Thomson Michael J | Other | Coking Coal | BUY | $16.00 | 15,000 | $240,000 | 15,000 | +100.0% |
| 2011-07-26 23:40 | 2011-07-22 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.54 | 2,500 | $31,350 | 5,597,053 | 0.0% |
| 2011-07-27 02:44 | 2011-07-26 | SXC | SunCoke Energy, Inc. | FOX STACY L | Director | Coking Coal | BUY | $16.00 | 6,000 | $96,000 | 6,000 | +100.0% |
| 2011-07-26 22:26 | 2011-07-25 | SYNL | Ascent Industries Co. | BRAM CRAIG C | Director, Officer; CEO and President | Chemicals | BUY | $12.05 | 3,000 | $36,150 | 3,000 | +100.0% |
| 2011-07-26 17:44 | 2011-07-25 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $89.15 | 67,067 | $5,979,070 | 219,224 | -23.4% |
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.