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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-12-27 00:05 | 2024-12-24 | OMEX | ODYSSEY MARINE EXPLORATION INC | Justh Mark B | Director | Other Industrial Metals & Mining | BUY | $0.55 | 250,000 | $137,500 | 501,124 | +99.6% |
| 2024-12-27 02:04 | 2024-12-23 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $74.43 | 7,197 | $535,707 | 169,654 | +4.4% |
| 2024-12-26 20:52 | 2024-11-05 | IPI | Intrepid Potash, Inc. | Jornayvaz Robert P III | 10% owner | Agricultural Inputs | SALE | $25.38 | 437,270 | $11,099,837 | 129,230 | -77.2% |
| 2024-12-24 00:05 | 2024-12-16 | LOOP | Loop Industries, Inc. | Solomita Daniel | Director, Officer, 10% owner; President and CEO | Specialty Chemicals | SALE | $1.56 | 101,278 | $158,389 | 508,722 | -16.6% |
| 2024-12-23 22:32 | 2024-12-18 | BLTH | AMERICAN BATTERY MATERIALS, INC. | Lipson Adam C | Director | Other Industrial Metals & Mining | BUY | $0.65 | 22,500 | $14,724 | 1,611,833 | +1.4% |
| 2024-12-24 00:15 | 2024-12-23 | WWR | WESTWATER RESOURCES, INC. | Cryan Terence James | Director | Other Industrial Metals & Mining | BUY | $0.54 | 50,000 | $27,070 | 446,443 | +12.6% |
| 2024-12-24 00:32 | 2024-12-23 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.64 | 114,583 | $9,240,248 | 48,878,693 | -0.2% |
| 2024-12-23 18:24 | 2024-12-19 | SANW | S&W Seed Company | MFP PARTNERS LP | 10% owner | Agricultural Inputs | SALE | $0.15 | 200,000 | $30,000 | 993,187 | -16.8% |
| 2024-12-24 01:44 | 2024-12-18 | CMT | CORE MOLDING TECHNOLOGIES INC | DUVALL DAVID L. | Director, Officer; Chief Executive Officer | Specialty Chemicals | SALE | $16.17 | 15,919 | $257,340 | 257,512 | -5.8% |
| 2024-12-21 00:34 | 2024-12-20 | ACNT | Ascent Industries Co. | Srinivas Ravi Ramesh | Other | Chemicals | BUY | $11.21 | 4,000 | $44,840 | 4,000 | +100.0% |
| 2024-12-21 03:25 | 2024-12-18 | GTI | GRAPHJET TECHNOLOGY | SURIA SUKSES ENGINEERING SDN BHD | 10% owner | Other Industrial Metals & Mining | SALE | $0.29 | 4,287,105 | $1,228,684 | 22,982,895 | -15.7% |
| 2024-12-21 02:13 | 2024-12-18 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $74.22 | 11,589 | $860,177 | 162,457 | +7.7% |
| 2024-12-20 21:20 | 2024-12-18 | CLMT | Calumet, Inc. /DE | Straumins Jennifer | Director | Specialty Chemicals | SALE | $21.42 | 37,861 | $810,983 | 1,184,589 | -3.1% |
| 2024-12-18 01:15 | 2024-12-16 | GTI | GRAPHJET TECHNOLOGY | SURIA SUKSES ENGINEERING SDN BHD | 10% owner | Other Industrial Metals & Mining | SALE | $0.75 | 1,428,852 | $1,066,209 | 25,341,148 | -5.3% |
| 2024-12-18 00:05 | 2024-12-13 | ORGN | Origin Materials, Inc. | Bissell John | Director, Officer; Co-CEO and Director | Chemicals | SALE | $1.14 | 36,000 | $41,162 | 1,581,230 | -2.2% |
| 2024-12-18 00:05 | 2024-12-13 | ORGN | Origin Materials, Inc. | Lee Joshua C. | Officer; General Counsel | Chemicals | SALE | $1.08 | 47,625 | $51,421 | 429,785 | -10.0% |
| 2024-12-17 23:53 | 2024-12-16 | LIN | LINDE PLC | Strauss David P | Officer; Executive VP, Chief HR Officer | Specialty Chemicals | SALE | $434.35 | 2,218 | $963,388 | 25,926 | -7.9% |
| 2024-12-18 03:40 | 2024-12-13 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | SALE | $228.73 | 10,621 | $2,429,301 | 603,342 | -1.7% |
| 2024-12-18 05:22 | 2024-12-13 | AMR | Alpha Metallurgical Resources, Inc. | Courtis Kenneth S. | Director | Coking Coal | BUY | $228.73 | 10,621 | $2,429,301 | 624,584 | +1.7% |
| 2024-12-17 20:21 | 2024-12-13 | AVD | AMERICAN VANGUARD CORP | Eilers Peter | Officer; See Remarks | Agricultural Inputs | SALE | $5.35 | 3,000 | $16,050 | 38,177 | -7.3% |
| 2024-12-18 00:59 | 2024-12-13 | DOW | DOW INC. | Banister Gaurdie E. JR. | Director | Chemicals | BUY | $40.87 | 7,339 | $299,932 | 10,924 | +204.7% |
| 2024-12-18 01:56 | 2024-12-13 | UAN | CVR PARTNERS, LP | ICAHN CARL C | 10% owner | Agricultural Inputs | BUY | $74.87 | 9,024 | $675,611 | 150,868 | +6.4% |
| 2024-12-17 23:29 | 2024-12-16 | RGLD | ROYAL GOLD INC | Heissenbuttel William Holmes | Director, Officer; President & CEO | Gold | SALE | $146.08 | 1,500 | $219,114 | 108,206 | -1.4% |
| 2024-12-16 20:30 | 2024-12-13 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director | Lumber & Wood Production | SALE | $126.59 | 5,700 | $721,563 | 61,140 | -8.5% |
| 2024-12-16 21:38 | 2024-12-13 | GTI | GRAPHJET TECHNOLOGY | SURIA SUKSES ENGINEERING SDN BHD | 10% owner | Other Industrial Metals & Mining | SALE | $1.12 | 500,000 | $560,000 | 26,770,000 | -1.8% |
| 2024-12-16 21:38 | 2024-12-13 | GTI | GRAPHJET TECHNOLOGY | Hoo Swee Guan | Director | Other Industrial Metals & Mining | SALE | $0.91 | 100,000 | $91,000 | 1,272,991 | -7.3% |
| 2024-12-17 01:05 | 2024-12-11 | RGLD | ROYAL GOLD INC | Libner Paul | Officer; SVP & CFO | Gold | OPT+S | $153.00 | 1,756 | $268,668 | 18,482 | -8.7% |
| 2024-12-16 20:02 | 2024-12-13 | RYAM | RAYONIER ADVANCED MATERIALS INC. | Bowen Eric | Director | Chemicals | BUY | $8.04 | 12,500 | $100,500 | 12,500 | +100.0% |
| 2024-12-17 00:19 | 2024-12-12 | DOW | DOW INC. | Fitterling James R | Director, Officer; Chair and CEO | Chemicals | BUY | $41.49 | 25,600 | $1,062,154 | 117,837 | +27.8% |
| 2024-12-17 00:14 | 2024-12-13 | LYB | LyondellBasell Industries N.V. | Buchanan Robin W.T. | Director | Specialty Chemicals | BUY | $76.06 | 5,000 | $380,300 | 18,175 | +38.0% |
| 2024-12-16 23:03 | 2024-12-12 | BLTH | AMERICAN BATTERY MATERIALS, INC. | Lipson Adam C | Director | Other Industrial Metals & Mining | BUY | $0.50 | 5,000 | $2,500 | 1,574,833 | +0.3% |
| 2024-12-17 00:39 | 2024-12-16 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $80.69 | 114,583 | $9,245,611 | 48,993,276 | -0.2% |
| 2024-12-17 00:18 | 2024-12-12 | DOW | DOW INC. | DAVIS RICHARD K | Director | Chemicals | BUY | $41.45 | 6,025 | $249,730 | 43,026 | +16.3% |
| 2024-12-16 20:00 | 2024-12-13 | CTGO | Contango ORE, Inc. | JUNEAU JOHN B | Director | Gold | BUY | $11.83 | 8,300 | $98,189 | 319,411 | +2.7% |
| 2024-12-13 00:46 | 2024-12-11 | ACNT | Ascent Industries Co. | Durham Nicole M | Officer; Chief Human Resources Officer | Chemicals | BUY | $11.89 | 824 | $9,797 | 824 | +100.0% |
| 2024-12-12 22:28 | 2024-12-11 | GTI | GRAPHJET TECHNOLOGY | SURIA SUKSES ENGINEERING SDN BHD | 10% owner | Other Industrial Metals & Mining | SALE | $1.53 | 250,000 | $382,500 | 27,270,000 | -0.9% |
| 2024-12-12 22:28 | 2024-12-11 | GTI | GRAPHJET TECHNOLOGY | Hoo Swee Guan | Director | Other Industrial Metals & Mining | SALE | $1.29 | 70,000 | $90,300 | 1,372,991 | -4.9% |
| 2024-12-12 22:27 | 2024-12-12 | GTI | GRAPHJET TECHNOLOGY | Doris Wong Sing Ee | Director | Other Industrial Metals & Mining | SALE | $1.12 | 579,900 | $649,488 | 0 | -100.0% |
| 2024-12-13 05:30 | 2024-12-10 | CTGO | Contango ORE, Inc. | Van Nieuwenhuyse Rick | Director, Officer; President & CEO | Gold | BUY | $12.89 | 10,000 | $128,900 | 498,332 | +2.0% |
| 2024-12-12 22:22 | 2024-12-12 | LIN | LINDE PLC | Reynolds Paula Rosput | Director | Specialty Chemicals | BUY | $441.34 | 100 | $44,134 | 233 | +75.2% |
| 2024-12-12 00:46 | 2024-12-09 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $74.62 | 108,550 | $8,100,359 | 13,444,724 | -0.8% |
| 2024-12-11 23:07 | 2024-11-08 | LCGMF | LION COPPER & GOLD CORP. | Stiles Douglas Avery | Officer; VP Sustainability&Environment | Other Industrial Metals & Mining | BUY | $0.05 | 2,222,222 | $100,000 | 2,222,222 | +100.0% |
| 2024-12-12 00:44 | 2024-12-09 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN ROBERT | 10% owner | Agricultural Inputs | SALE | $74.62 | 108,550 | $8,100,359 | 13,444,724 | -0.8% |
| 2024-12-12 00:40 | 2024-12-10 | UAMY | UNITED STATES ANTIMONY CORP | EVANS GARY C | Director, Officer; Chairman & CEO | Other Industrial Metals & Mining | BUY | $1.45 | 200,000 | $289,400 | 1,528,818 | +15.1% |
| 2024-12-11 20:25 | 2024-12-10 | UAMY | UNITED STATES ANTIMONY CORP | MCMANUS MICHAEL A JR | Director | Other Industrial Metals & Mining | BUY | $1.46 | 70,000 | $102,060 | 338,333 | +26.1% |
| 2024-12-11 02:55 | 2024-12-06 | MUX | McEwen Inc. | Darveau-Garneau Nicolas | Director | Other Precious Metals & Mining | BUY | $8.37 | 2,285 | $19,114 | 2,285 | +100.0% |
| 2024-12-11 04:17 | 2024-12-09 | GTI | GRAPHJET TECHNOLOGY | Doris Wong Sing Ee | Director | Other Industrial Metals & Mining | SALE | $2.17 | 600,000 | $1,302,000 | 579,900 | -50.9% |
| 2024-12-10 14:13 | 2024-12-06 | GTI | GRAPHJET TECHNOLOGY | SURIA SUKSES ENGINEERING SDN BHD | Director | Other Industrial Metals & Mining | SALE | $2.76 | 30,000 | $82,800 | 27,520,000 | -0.1% |
| 2024-12-10 23:44 | 2024-12-09 | SMG | SCOTTS MIRACLE-GRO CO | Baxter Nathan Eric | Officer, 10% owner; EVP and COO | Agricultural Inputs | SALE | $75.37 | 11,359 | $856,097 | 51,631 | -18.0% |
| 2024-12-10 20:43 | 2024-12-09 | RGLD | ROYAL GOLD INC | Breeze Daniel | Officer; SVP Corp Dev of RGLD Gold AG | Gold | SALE | $150.02 | 750 | $112,512 | 16,092 | -4.5% |
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.