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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-07-26 18:10 | 2011-07-25 | SXT | SENSIENT TECHNOLOGIES CORP | HAMMOND JOHN L | Officer; Senior VP, Gen Counsel & Secy | Specialty Chemicals | SALE | $39.20 | 3,000 | $117,611 | 65,518 | -4.4% |
| 2011-07-26 18:07 | 2011-07-25 | SXT | SENSIENT TECHNOLOGIES CORP | HOBBS RICHARD F | Officer; Senior VP & CFO | Specialty Chemicals | SALE | $39.20 | 4,000 | $156,815 | 132,472 | -2.9% |
| 2011-07-26 17:59 | 2011-07-25 | SXT | SENSIENT TECHNOLOGIES CORP | MANNING KENNETH P | Director, Officer; Chairman and CEO | Specialty Chemicals | SALE | $39.20 | 21,523 | $843,783 | 164,000 | -11.6% |
| 2011-07-27 02:48 | 2011-07-26 | SXC | SunCoke Energy, Inc. | HENDERSON FREDERICK A | Other | Coking Coal | BUY | $16.00 | 15,000 | $240,000 | 15,000 | +100.0% |
| 2011-07-27 02:35 | 2011-07-26 | SXC | SunCoke Energy, Inc. | DARNALL ROBERT J | Director | Coking Coal | BUY | $16.00 | 5,000 | $80,000 | 5,000 | +100.0% |
| 2011-07-27 03:00 | 2011-07-26 | SXC | SunCoke Energy, Inc. | ZELENY DENNIS | Director | Coking Coal | BUY | $16.00 | 5,000 | $80,000 | 5,000 | +100.0% |
| 2011-07-26 22:27 | 2011-07-22 | WDFC | WD 40 CO | RIDGE GARRY O | Director, Officer; President & CEO | Specialty Chemicals | OPT+S | $47.50 | 36,000 | $1,710,000 | 62,639 | -36.5% |
| 2011-07-27 01:29 | 2011-07-26 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $57.71 | 5,996 | $346,021 | 1,615,031 | +0.4% |
| 2011-07-22 22:11 | 2011-07-19 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | SALE | $3.39 | 23,000 | $77,871 | 4,178,865 | -0.5% |
| 2011-07-22 17:42 | 2010-11-30 | LYB | LyondellBasell Industries N.V. | ROYAL BANK OF SCOTLAND GROUP PLC | 10% owner | Specialty Chemicals | SALE | $30.02 | 5,026,536 | $150,873,991 | 26,761,957 | -15.8% |
| 2011-07-23 00:57 | 2011-07-21 | TRER | Texas Mineral Resources Corp. | RLR Services Partnership | 10% owner | Other Industrial Metals & Mining | SALE | $3.10 | 833 | $2,582 | 3,758,167 | 0.0% |
| 2011-07-22 23:38 | 2011-07-20 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.25 | 252,600 | $63,099 | 3,716,400 | +7.3% |
| 2011-07-22 20:55 | 2011-07-22 | SWM | Mativ Holdings, Inc. | Martinez Wilfred A | Officer; VP LIP | Specialty Chemicals | SALE | $56.02 | 2,500 | $140,040 | 19,177 | -11.5% |
| 2011-07-20 23:53 | 2011-07-18 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.48 | 7,387 | $92,197 | 5,599,553 | -0.1% |
| 2011-07-20 17:45 | 2011-07-19 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.27 | 200,000 | $11,053,460 | 80,330,790 | -0.2% |
| 2011-07-20 02:01 | 2011-07-14 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $13.24 | 11,732 | $155,315 | 146,993 | +8.7% |
| 2011-07-19 19:12 | 2011-07-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $150.62 | 50,000 | $7,530,900 | 130,596 | -27.7% |
| 2011-07-20 00:02 | 2011-07-19 | LXU | LSB INDUSTRIES, INC. | TEPPER MICHAEL DAWE | Officer; Sr. VP-Int'l Operations | Chemicals | SALE | $45.00 | 5,000 | $225,000 | 32,000 | -13.5% |
| 2011-07-19 17:50 | 2011-07-15 | UFPI | UFP INDUSTRIES INC | GLENN MICHAEL B | Other | Lumber & Wood Production | OPT+S | $30.03 | 12,500 | $375,375 | 60,288 | -17.2% |
| 2011-07-19 01:11 | 2011-07-14 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.25 | 358,600 | $89,327 | 3,522,300 | +11.3% |
| 2011-07-19 00:40 | 2011-07-18 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $58.88 | 144 | $8,479 | 1,609,035 | +0.0% |
| 2011-07-14 23:44 | 2011-07-12 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $60.75 | 5,000 | $303,750 | 136,988 | -3.5% |
| 2011-07-15 01:11 | 2011-07-12 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.70 | 155,316 | $1,971,830 | 5,606,940 | -2.7% |
| 2011-07-13 22:28 | 2011-06-22 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | SALE | $3.04 | 42,000 | $127,520 | 4,193,365 | -1.0% |
| 2011-07-14 01:01 | 2011-07-11 | CAPS | Capstone Holding Corp. | BVF INVESTMENTS LLC | Other | Building Materials | BUY | $0.25 | 9,000 | $2,250 | 3,192,600 | +0.3% |
| 2011-07-12 18:47 | 2011-07-08 | SCL | STEPAN CO | VENEGONI JOHN V | Officer; VP/GM Surfactants | Specialty Chemicals | OPT+S | $76.96 | 300 | $23,088 | 24,871 | -1.2% |
| 2011-07-12 20:58 | 2011-07-08 | PHD | Pioneer Floating Rate Fund, Inc. | WEST STEPHEN | Other | Gold | BUY | $14.00 | 5,000 | $70,000 | 12,000 | +71.4% |
| 2011-07-12 20:27 | 2011-07-08 | WDFC | WD 40 CO | NOBLE WILLIAM B | Officer; Managing Director, Europe | Specialty Chemicals | OPT+S | $44.30 | 5,000 | $221,500 | 17,405 | -22.3% |
| 2011-07-13 01:26 | 2011-07-12 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $56.78 | 5,000 | $283,900 | 1,608,891 | +0.3% |
| 2011-07-12 01:37 | 2011-07-07 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | SALE | $45.01 | 38,215 | $1,720,057 | 353,976 | -9.7% |
| 2011-07-12 00:35 | 2011-06-14 | PHD | Pioneer Floating Rate Fund, Inc. | BANK OF AMERICA CORP /DE/ | 10% owner | Gold | SALE | $14.13 | 70 | $989 | 0 | -100.0% |
| 2011-07-12 00:35 | 2011-06-14 | PHD | Pioneer Floating Rate Fund, Inc. | BANK OF AMERICA CORP /DE/ | 10% owner | Gold | BUY | $13.98 | 70 | $979 | 70 | +100.0% |
| 2011-07-12 00:36 | 2011-07-08 | PHD | Pioneer Floating Rate Fund, Inc. | WEST STEPHEN | Other | Gold | BUY | $14.02 | 9,215 | $129,179 | 16,215 | +131.6% |
| 2011-07-12 01:35 | 2011-07-07 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | SALE | $45.01 | 1,652 | $74,357 | 55,253 | -2.9% |
| 2011-07-12 01:34 | 2011-07-07 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | SALE | $45.01 | 1,652 | $74,357 | 55,253 | -2.9% |
| 2011-07-12 01:33 | 2011-07-07 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $45.01 | 38,215 | $1,720,057 | 353,976 | -9.7% |
| 2011-07-12 01:32 | 2011-07-07 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | SALE | $45.01 | 1,652 | $74,357 | 55,253 | -2.9% |
| 2011-07-08 19:25 | 2011-07-06 | SCL | STEPAN CO | Wynn H Edward | Officer; VP, Gen'l Counsel & Secretary | Specialty Chemicals | OPT+S | $74.86 | 1,600 | $119,768 | 5,694 | -21.9% |
| 2011-07-08 23:44 | 2011-07-06 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.53 | 17,500 | $219,275 | 5,762,256 | -0.3% |
| 2011-07-06 23:27 | 2011-07-01 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $13.19 | 9,414 | $124,173 | 135,261 | +7.5% |
| 2011-07-06 23:44 | 2011-07-06 | PHD | Pioneer Floating Rate Fund, Inc. | WEST STEPHEN | Other | Gold | BUY | $13.93 | 5,000 | $69,650 | 7,000 | +250.0% |
| 2011-07-07 01:01 | 2011-07-06 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $52.37 | 51,100 | $2,676,107 | 1,603,891 | +3.3% |
| 2011-07-06 00:01 | 2011-07-05 | LYB | LyondellBasell Industries N.V. | van der Meer Rudy | Director | Specialty Chemicals | SALE | $39.85 | 2,792 | $111,262 | 5,630 | -33.2% |
| 2011-07-05 23:38 | 2011-06-30 | FF | FutureFuel Corp. | Lorenzini Paul G. | Director, Officer; Chief Operating Officer | Specialty Chemicals | BUY | $12.21 | 49,047 | $598,673 | 645,047 | +8.2% |
| 2011-07-05 19:28 | 2011-07-01 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $13.19 | 1,000 | $13,190 | 66,011 | -1.5% |
| 2011-07-05 17:42 | 2011-07-01 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.40 | 12,000 | $664,800 | 80,530,790 | 0.0% |
| 2011-07-05 23:50 | 2011-06-30 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.25 | 4,700 | $1,172 | 3,183,600 | +0.1% |
| 2011-07-01 17:39 | 2011-06-29 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $12.99 | 2,510 | $32,613 | 125,847 | +2.0% |
| 2011-07-02 03:24 | 2011-07-01 | LYB | LyondellBasell Industries N.V. | Gallogly James L | Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $39.00 | 93,984 | $3,665,667 | 1,771,794 | -5.0% |
| 2011-07-02 00:11 | 2011-06-29 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.19 | 38,503 | $469,317 | 5,779,756 | -0.7% |
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.