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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-05-23 19:18 | 2011-05-20 | LYB | LyondellBasell Industries N.V. | SCHLANGER MARVIN O | Director | Specialty Chemicals | BUY | $40.73 | 1,000 | $40,734 | 11,527 | +9.5% |
| 2011-05-23 16:26 | 2011-05-11 | SYNL | Ascent Industries Co. | BRAAM RONALD H | Other | Chemicals | SALE | $15.00 | 1,880 | $28,200 | 55,724 | -3.3% |
| 2011-05-23 20:30 | 2011-05-19 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $10.02 | 31,600 | $316,544 | 2,991,527 | -1.0% |
| 2011-05-23 19:18 | 2011-05-20 | LYB | LyondellBasell Industries N.V. | SMITH BRUCE A | Director | Specialty Chemicals | BUY | $40.35 | 5,000 | $201,750 | 13,422 | +59.4% |
| 2011-05-23 23:33 | 2011-05-19 | RPM | RPM INTERNATIONAL INC/DE/ | Slifstein Barry | Officer; Vice President and Controller | Specialty Chemicals | OPT+S | $23.43 | 5,000 | $117,150 | 22,281 | -18.3% |
| 2011-05-23 23:37 | 2011-05-19 | ENRT | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.22 | 31,000 | $6,749 | 2,304,333 | +1.4% |
| 2011-05-24 00:21 | 2011-05-23 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $39.50 | 10,000 | $395,000 | 0 | +100.0% |
| 2011-05-20 17:57 | 2011-05-19 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director, Other | Lumber & Wood Production | SALE | $30.02 | 16,335 | $490,440 | 61,188 | -21.1% |
| 2011-05-21 00:33 | 2011-05-19 | RGLD | ROYAL GOLD INC | Kirchhoff Bruce Christopher | Officer; VP and General Counsel | Gold | OPT+S | $59.47 | 421 | $25,037 | 45,636 | -0.9% |
| 2011-05-21 01:06 | 2011-05-19 | RGLD | ROYAL GOLD INC | Zisch William M | Officer; VP Operations | Gold | OPT+S | $59.47 | 8 | $476 | 17,220 | 0.0% |
| 2011-05-21 00:14 | 2011-05-18 | RGLD | ROYAL GOLD INC | JENSEN TONY A | Director, Officer; President and CEO | Gold | OPT+S | $59.47 | 6,551 | $389,588 | 150,230 | -4.2% |
| 2011-05-21 00:52 | 2011-05-19 | RGLD | ROYAL GOLD INC | WENGER STEFAN | Officer; CFO and Treasurer | Gold | OPT+S | $59.47 | 1,837 | $109,246 | 77,542 | -2.3% |
| 2011-05-20 23:40 | 2011-05-18 | BCPC | BALCHEM CORP | TELEVANTOS JOHN Y | Director | Specialty Chemicals | SALE | $40.67 | 3,750 | $152,513 | 45,040 | -7.7% |
| 2011-05-20 23:09 | 2011-05-19 | CF | CF Industries Holdings, Inc. | HARVEY DAVID R | Director | Agricultural Inputs | SALE | $140.03 | 2,500 | $350,077 | 10,706 | -18.9% |
| 2011-05-20 23:34 | 2011-05-19 | RGLD | ROYAL GOLD INC | GROSS KAREN | Officer; VP and Secretary | Gold | OPT+S | $59.47 | 2,679 | $159,320 | 94,065 | -2.8% |
| 2011-05-21 01:37 | 2011-05-18 | GORO | GOLD RESOURCE CORP | Reid Jason D. | Director, Officer; President | Other Precious Metals & Mining | SALE | $28.54 | 25,000 | $713,550 | 294,050 | -7.8% |
| 2011-05-20 20:18 | 2011-05-18 | GORO | GOLD RESOURCE CORP | REID DAVID C | Officer; VP of Exploration, Secy/Treas | Other Precious Metals & Mining | SALE | $28.40 | 27,000 | $766,895 | 2,852,056 | -0.9% |
| 2011-05-21 00:49 | 2011-05-20 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $40.00 | 5,000 | $200,000 | 0 | +100.0% |
| 2011-05-20 16:33 | 2011-05-19 | CMT | CORE MOLDING TECHNOLOGIES INC | PRINE MALCOLM M | Director | Specialty Chemicals | SALE | $9.50 | 4,400 | $41,800 | 77,719 | -5.4% |
| 2011-05-19 18:07 | 2011-05-18 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $56.57 | 43,100 | $2,438,167 | 19,293,284 | -0.2% |
| 2011-05-19 19:21 | 2011-05-18 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $50.23 | 10,000 | $502,300 | 2,202,495 | -0.5% |
| 2011-05-20 01:14 | 2011-05-17 | KALU | KAISER ALUMINUM CORP | DONNAN JOHN MALCOLM | Officer; Sr VP, Gen Counsel & Secretary | Aluminum | SALE | $50.01 | 28,924 | $1,446,391 | 25,692 | -53.0% |
| 2011-05-20 00:07 | 2011-05-17 | HDSN | HUDSON TECHNOLOGIES INC /NY | MORCH OTTO C | Director | Specialty Chemicals | SALE | $1.85 | 4,000 | $7,400 | 7,800 | -33.9% |
| 2011-05-19 21:13 | 2011-05-17 | VGZ | VISTA GOLD CORP | CLARK JOHN M | Director | Gold | SALE | $2.95 | 4,742 | $13,989 | 16,127 | -22.7% |
| 2011-05-19 19:15 | 2011-05-19 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $63.94 | 904 | $57,802 | 69,528 | -1.3% |
| 2011-05-19 16:53 | 2011-05-18 | SXT | SENSIENT TECHNOLOGIES CORP | CROFT JAMES AD | Director | Specialty Chemicals | OPT+S | $37.08 | 1,800 | $66,745 | 21,365 | -7.8% |
| 2011-05-19 18:06 | 2011-05-18 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; CEO and Chairman | Agricultural Inputs | SALE | $56.57 | 43,100 | $2,438,167 | 2,876,755 | -1.5% |
| 2011-05-19 20:31 | 2011-05-17 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $10.01 | 27,206 | $272,332 | 3,023,127 | -0.9% |
| 2011-05-19 23:31 | 2011-05-18 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer; President and COO | Specialty Chemicals | OPT+S | $23.26 | 15,360 | $357,201 | 309,293 | -4.7% |
| 2011-05-20 00:11 | 2011-05-19 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $36.45 | 99 | $3,609 | 0 | +100.0% |
| 2011-05-18 23:50 | 2011-05-17 | UFPI | UFP INDUSTRIES INC | CURRIE WILLIAM G | Director, Other | Lumber & Wood Production | SALE | $30.01 | 16,665 | $500,145 | 77,523 | -17.7% |
| 2011-05-18 18:57 | 2011-05-16 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $57.31 | 54,101 | $3,100,572 | 19,336,384 | -0.3% |
| 2011-05-18 18:11 | 2011-05-16 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $50.24 | 35,000 | $1,758,568 | 2,212,495 | -1.6% |
| 2011-05-18 23:16 | 2011-05-16 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.94 | 13,132 | $169,895 | 6,010,690 | -0.2% |
| 2011-05-18 23:20 | 2011-05-16 | CF | CF Industries Holdings, Inc. | Wilson Stephen R | Director, Officer; Chairman, President, CEO | Agricultural Inputs | OPT+S | $136.51 | 70,000 | $9,555,581 | 130,596 | -34.9% |
| 2011-05-19 00:40 | 2011-05-16 | CE | Celanese Corp | ALDER JAMES | Officer; SVP, Operations & Technical | Chemicals | OPT+S | $52.04 | 51,100 | $2,659,244 | 109,658 | -31.8% |
| 2011-05-19 00:34 | 2011-05-16 | LYB | LyondellBasell Industries N.V. | ARES CORPORATE OPPORTUNITIES FUND III LP | Director | Specialty Chemicals | SALE | $38.53 | 8,432,841 | $324,917,364 | 9,596,056 | -46.8% |
| 2011-05-19 01:13 | 2011-05-17 | CMP | COMPASS MINERALS INTERNATIONAL INC | UNDERDOWN RODNEY L | Officer; Vice President & CFO | Other Industrial Metals & Mining | OPT+S | $91.52 | 5,500 | $503,340 | 48,729 | -10.1% |
| 2011-05-18 18:56 | 2011-05-16 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN JAMES | Director, Officer, 10% owner; CEO and Chairman | Agricultural Inputs | SALE | $57.31 | 54,101 | $3,100,572 | 2,919,855 | -1.8% |
| 2011-05-18 22:38 | 2011-05-16 | GORO | GOLD RESOURCE CORP | REID DAVID C | Officer; VP of Exploration, Secy/Treas | Other Precious Metals & Mining | SALE | $27.57 | 20,440 | $563,600 | 2,879,056 | -0.7% |
| 2011-05-18 23:27 | 2011-05-18 | CMT | CORE MOLDING TECHNOLOGIES INC | PRINE MALCOLM M | Director | Specialty Chemicals | SALE | $9.50 | 600 | $5,700 | 82,119 | -0.7% |
| 2011-05-17 22:13 | 2011-05-16 | SHW | SHERWIN WILLIAMS CO | Davisson Robert J | Officer; President, Paint Stores Group | Specialty Chemicals | OPT+S | $85.89 | 12,000 | $1,030,680 | 26,145 | -31.5% |
| 2011-05-18 00:52 | 2011-05-17 | LXU | LSB INDUSTRIES, INC. | PERRY RONALD V | Director | Chemicals | OPT+S | $43.40 | 1,000 | $43,400 | 0 | -100.0% |
| 2011-05-18 02:48 | 2011-05-13 | CE | Celanese Corp | Townsend Jay | Officer; SVP, Business Strategy Dev. | Chemicals | OPT+S | $51.05 | 30,000 | $1,531,614 | 24,122 | -55.4% |
| 2011-05-17 16:55 | 2011-05-16 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Vaisman Hernan | Officer; Group President, Flavors | Specialty Chemicals | SALE | $63.36 | 2,686 | $170,195 | 43,859 | -5.8% |
| 2011-05-17 21:26 | 2011-05-16 | UFPI | UFP INDUSTRIES INC | SMITH LOUIS A | Director | Lumber & Wood Production | SALE | $29.93 | 12,000 | $359,171 | 9,044 | -57.0% |
| 2011-05-17 23:59 | 2011-05-16 | K | KELLANOVA | BRYANT JOHN A | Director, Officer; President and CEO | Gold | OPT+S | $57.25 | 96,650 | $5,533,270 | 57,921 | -62.5% |
| 2011-05-18 00:21 | 2011-05-13 | RGLD | ROYAL GOLD INC | HAASE M CRAIG | Director | Gold | BUY | $57.27 | 270 | $15,463 | 10,660 | +2.6% |
| 2011-05-18 00:53 | 2011-05-17 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $34.60 | 700 | $24,220 | 0 | +100.0% |
| 2011-05-17 20:40 | 2011-05-16 | FMC | FMC CORP | MOONEY EDWARD J | Director | Agricultural Inputs | SALE | $84.61 | 3,535 | $299,090 | 5,978 | -37.2% |
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.