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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-07-01 20:55 | 2011-07-01 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $37.55 | 6,000 | $225,300 | 249,372 | -2.3% |
| 2011-07-02 00:01 | 2011-07-01 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $49.25 | 880 | $43,340 | 1,552,791 | +0.1% |
| 2011-06-30 23:57 | 2011-06-29 | LXU | LSB INDUSTRIES, INC. | Golsen Family LLC | 10% owner | Chemicals | SALE | $45.08 | 61,785 | $2,785,008 | 392,191 | -13.6% |
| 2011-06-30 17:53 | 2011-06-29 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $55.26 | 70,000 | $3,868,158 | 80,542,790 | -0.1% |
| 2011-07-01 00:00 | 2011-06-30 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $49.50 | 800 | $39,600 | 1,551,911 | +0.1% |
| 2011-07-01 00:32 | 2011-06-29 | LXU | LSB INDUSTRIES, INC. | GOLSEN STEVEN | 10% owner | Chemicals | SALE | $45.08 | 2,671 | $120,397 | 56,905 | -4.5% |
| 2011-07-01 00:33 | 2011-06-29 | LXU | LSB INDUSTRIES, INC. | GOLSEN BARRY H | Director, Officer, 10% owner; President and COO | Chemicals | SALE | $45.08 | 2,671 | $120,397 | 56,905 | -4.5% |
| 2011-06-30 23:56 | 2011-06-29 | LXU | LSB INDUSTRIES, INC. | GOLSEN JACK E | Director, Officer, 10% owner; Chairman of the Board and CEO | Chemicals | SALE | $45.08 | 61,785 | $2,785,008 | 392,191 | -13.6% |
| 2011-07-01 00:34 | 2011-06-29 | LXU | LSB INDUSTRIES, INC. | RAPPAPORT LINDA F | 10% owner | Chemicals | SALE | $45.08 | 2,671 | $120,397 | 56,905 | -4.5% |
| 2011-06-30 01:55 | 2011-06-27 | CAPS | Capstone Holding Corp. | BVF PARTNERS L P/IL | 10% owner | Building Materials | BUY | $0.25 | 100,050 | $24,992 | 3,180,750 | +3.2% |
| 2011-06-29 23:58 | 2011-06-29 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $49.50 | 5,000 | $247,500 | 1,551,111 | +0.3% |
| 2011-06-28 19:17 | 2011-06-23 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $13.47 | 1,700 | $22,900 | 123,337 | +1.4% |
| 2011-06-29 00:25 | 2011-06-24 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.30 | 95,497 | $1,175,062 | 5,818,259 | -1.6% |
| 2011-06-29 01:03 | 2011-06-24 | NEM | NEWMONT Corp /DE/ | SANTA CRUZ CARLOS | Officer; SVP, South American Operations | Gold | OPT+S | $54.18 | 10,000 | $541,800 | 44,645 | -18.3% |
| 2011-06-29 04:31 | 2011-06-27 | IOSP | INNOSPEC INC. | GENDELL JEFFREY L ET AL | 10% owner | Specialty Chemicals | SALE | $32.25 | 215,000 | $6,932,697 | 2,363,651 | -8.3% |
| 2011-06-28 00:49 | 2011-06-24 | CMC | COMMERCIAL METALS Co | OWEN DOROTHY G | Director | Steel | SALE | $14.15 | 5,700 | $80,632 | 621,613 | -0.9% |
| 2011-06-28 01:18 | 2011-06-27 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $48.05 | 7,307 | $351,067 | 1,546,111 | +0.5% |
| 2011-06-24 19:50 | 2011-06-22 | GORO | GOLD RESOURCE CORP | CONRAD BILL M | Director | Other Precious Metals & Mining | SALE | $28.00 | 7,500 | $210,000 | 150,000 | -4.8% |
| 2011-06-25 00:39 | 2011-06-24 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $46.29 | 4,575 | $211,763 | 1,538,804 | +0.3% |
| 2011-06-24 22:33 | 2011-06-20 | STLD | STEEL DYNAMICS INC | TEETS RICHARD P JR | Director, Officer; Executive Vice President | Steel | BUY | $15.22 | 3,532 | $53,757 | 7,682 | +85.1% |
| 2011-06-24 01:38 | 2011-06-23 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $45.87 | 6,000 | $275,196 | 1,534,229 | +0.4% |
| 2011-06-23 03:54 | 2011-06-20 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $14.50 | 933 | $13,529 | 121,637 | +0.8% |
| 2011-06-23 00:51 | 2011-06-20 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.58 | 13,165 | $165,605 | 5,913,756 | -0.2% |
| 2011-06-23 01:16 | 2011-06-22 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $46.05 | 55,499 | $2,555,451 | 1,528,229 | +3.8% |
| 2011-06-20 22:56 | 2011-06-16 | POL | AVIENT CORP | Baert Bernard | Officer; SVP, President Europe and Intl | Specialty Chemicals | SALE | $14.53 | 23,000 | $334,091 | 33,676 | -40.6% |
| 2011-06-16 23:58 | 2011-06-14 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | BUY | $2.84 | 3,000 | $8,520 | 4,230,365 | +0.1% |
| 2011-06-16 18:20 | 2011-06-14 | CLF | CLEVELAND-CLIFFS INC. | Graham James D | Officer; GC, Global Operations | Steel | SALE | $86.20 | 160 | $13,792 | 2,186 | -6.8% |
| 2011-06-16 18:42 | 2011-06-15 | CLF | CLEVELAND-CLIFFS INC. | Vetor Duke D | Officer; SVP, North Amer. Coal | Steel | SALE | $85.29 | 4,000 | $341,172 | 15,863 | -20.1% |
| 2011-06-16 18:22 | 2011-06-14 | CLF | CLEVELAND-CLIFFS INC. | Paradie Terrance M | Officer; SVP-Corp.Controller/CAO | Steel | SALE | $85.49 | 1,500 | $128,235 | 6,143 | -19.6% |
| 2011-06-16 18:17 | 2011-06-14 | CLF | CLEVELAND-CLIFFS INC. | GREEN SUSAN MIRANDA | Director | Steel | SALE | $86.28 | 470 | $40,553 | 6,800 | -6.5% |
| 2011-06-16 18:12 | 2011-06-15 | CLF | CLEVELAND-CLIFFS INC. | Boor William C | Officer; SVP, Global Ferroalloys. | Steel | SALE | $84.92 | 2,000 | $169,841 | 20,812 | -8.8% |
| 2011-06-16 19:25 | 2011-06-15 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $151.48 | 70,000 | $10,603,355 | 130,596 | -34.9% |
| 2011-06-16 22:56 | 2011-06-15 | MERC | MERCER INTERNATIONAL INC. | WITTS GRAEME | Director | Paper & Paper Products | BUY | $11.08 | 4,000 | $44,334 | 88,685 | +4.7% |
| 2011-06-16 13:00 | 2011-06-13 | IOSP | INNOSPEC INC. | GENDELL JEFFREY L ET AL | 10% owner | Specialty Chemicals | SALE | $33.80 | 105,000 | $3,548,475 | 2,578,651 | -3.9% |
| 2011-06-17 01:14 | 2011-06-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $42.59 | 18,751 | $798,605 | 0 | +100.0% |
| 2011-06-16 02:18 | 2011-06-13 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $14.51 | 1,205 | $17,489 | 120,704 | +1.0% |
| 2011-06-16 02:57 | 2011-06-15 | PEIX | Alto Ingredients Inc. | McGregor Bryon T | Officer; CFO | Specialty Chemicals | BUY | $1.46 | 5,000 | $7,323 | 44,700 | +12.6% |
| 2011-06-15 23:09 | 2011-06-13 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.94 | 600 | $7,766 | 5,926,921 | 0.0% |
| 2011-06-15 17:28 | 2011-06-14 | FTFL-OB | FutureFuel Corp. | LEVY EDWIN A | Director | Specialty Chemicals | BUY | $12.30 | 750 | $9,225 | 1,275 | +142.9% |
| 2011-06-16 01:14 | 2011-06-15 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $47.19 | 5,000 | $235,951 | 0 | +100.0% |
| 2011-06-14 00:28 | 2011-06-09 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $58.19 | 5,000 | $290,950 | 141,988 | -3.4% |
| 2011-06-14 02:28 | 2011-06-10 | MERC | MERCER INTERNATIONAL INC. | WITTS GRAEME | Director | Paper & Paper Products | BUY | $11.23 | 10,000 | $112,300 | 84,685 | +13.4% |
| 2011-06-14 01:38 | 2011-06-13 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $47.92 | 5,965 | $285,837 | 0 | +100.0% |
| 2011-06-10 23:55 | 2011-06-08 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | SALE | $2.80 | 45,000 | $126,000 | 4,241,042 | -1.0% |
| 2011-06-10 23:55 | 2011-06-01 | VGZ | VISTA GOLD CORP | SPROTT INC. | 10% owner | Gold | BUY | $2.85 | 3,400 | $9,690 | 4,715,390 | +0.1% |
| 2011-06-10 23:27 | 2011-06-09 | POL | AVIENT CORP | NEWLIN STEPHEN D | Director, Officer; Chairman, President & CEO | Specialty Chemicals | SALE | $14.05 | 74,630 | $1,048,910 | 290,125 | -20.5% |
| 2011-06-10 22:35 | 2011-06-09 | HL-PRB | HECLA MINING CO/DE/ | TAYLOR ANTHONY P | Director | Other Precious Metals & Mining | SALE | $53.75 | 100 | $5,375 | 0 | -100.0% |
| 2011-06-09 23:28 | 2011-06-07 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $13.06 | 1,573 | $20,550 | 5,927,521 | 0.0% |
| 2011-06-09 22:35 | 2011-05-26 | FF | FutureFuel Corp. | Baker David | Officer; Sr. VP - Oper. Support FFCC | Specialty Chemicals | BUY | $12.98 | 1,000 | $12,980 | 8,150 | +14.0% |
| 2011-06-10 04:31 | 2011-06-07 | IOSP | INNOSPEC INC. | GENDELL JEFFREY L ET AL | 10% owner | Specialty Chemicals | SALE | $32.56 | 125,000 | $4,069,750 | 2,683,651 | -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.