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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-05-16 22:12 | 2011-05-13 | SHW | SHERWIN WILLIAMS CO | Heath George E | Officer; President, Global Finishes Grp | Specialty Chemicals | OPT+S | $86.30 | 13,000 | $1,121,900 | 27,568 | -32.0% |
| 2011-05-16 20:19 | 2011-05-12 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $51.01 | 55,260 | $2,818,873 | 2,247,495 | -2.4% |
| 2011-05-17 00:15 | 2011-05-16 | KALU | KAISER ALUMINUM CORP | Quinn Jack | Director | Aluminum | SALE | $49.64 | 1,443 | $71,632 | 6,020 | -19.3% |
| 2011-05-17 00:13 | 2011-05-13 | HDSN | HUDSON TECHNOLOGIES INC /NY | MORCH OTTO C | Director | Specialty Chemicals | SALE | $1.88 | 5,300 | $9,984 | 11,800 | -31.0% |
| 2011-05-16 19:44 | 2011-05-13 | SXT | SENSIENT TECHNOLOGIES CORP | CROFT JAMES AD | Director | Specialty Chemicals | OPT+S | $38.00 | 800 | $30,400 | 21,965 | -3.5% |
| 2011-05-16 18:10 | 2011-05-13 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $57.58 | 20,100 | $1,157,382 | 80,612,790 | 0.0% |
| 2011-05-17 00:05 | 2011-05-16 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $53.64 | 1,200 | $64,370 | 24,826 | +5.1% |
| 2011-05-16 19:27 | 2011-05-13 | KRO | KRONOS WORLDWIDE INC | WATSON STEVEN L | Director, Officer; Vice Chair. of the Board & CEO | Specialty Chemicals | BUY | $54.52 | 3,000 | $163,550 | 23,626 | +14.5% |
| 2011-05-16 20:27 | 2011-05-12 | GORO | GOLD RESOURCE CORP | REID DAVID C | Officer; VP of Exploration, Secy/Treas | Other Precious Metals & Mining | SALE | $26.89 | 14,261 | $383,457 | 2,899,496 | -0.5% |
| 2011-05-17 03:40 | 2011-05-13 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $10.01 | 90,000 | $901,296 | 3,050,333 | -2.9% |
| 2011-05-16 23:14 | 2011-05-12 | RPM | RPM INTERNATIONAL INC/DE/ | SULLIVAN FRANK C | Director, Officer; Chairman and CEO | Specialty Chemicals | OPT+S | $22.87 | 160,054 | $3,660,147 | 675,763 | -19.1% |
| 2011-05-16 17:39 | 2011-05-12 | MLM | MARTIN MARIETTA MATERIALS INC | MENAKER FRANK H JR | Director | Building Materials | OPT+S | $86.93 | 2,000 | $173,850 | 9,531 | -17.3% |
| 2011-05-17 00:04 | 2011-05-16 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $35.27 | 6,144 | $216,687 | 0 | +100.0% |
| 2011-05-14 00:05 | 2011-05-13 | ECL | ECOLAB INC. | Inchaustegui Roberto | Officer; EVP-Global Specialty Sector | Specialty Chemicals | SALE | $52.61 | 1,485 | $78,126 | 0 | -100.0% |
| 2011-05-13 19:22 | 2011-05-10 | CTGO | Contango ORE, Inc. | Gillen Donald | 10% owner | Gold | BUY | $15.50 | 4,000 | $62,000 | 111,576 | +3.7% |
| 2011-05-13 23:09 | 2011-05-11 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.87 | 39,492 | $508,207 | 6,023,822 | -0.7% |
| 2011-05-14 00:34 | 2011-05-11 | AVD | AMERICAN VANGUARD CORP | THAU IRVING J | Director | Agricultural Inputs | SALE | $9.97 | 5,000 | $49,850 | 20,466 | -19.6% |
| 2011-05-13 22:42 | 2011-05-13 | OLN | OLIN Corp | MCINTOSH JOHN L | Officer; Sr. Vice President, Operations | Chemicals | OPT+S | $23.90 | 21,500 | $513,850 | 20,251 | -51.5% |
| 2011-05-13 22:30 | 2011-05-13 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | MIRZAYANTZ NICOLAS | Officer; Group President Fragrance | Specialty Chemicals | SALE | $63.59 | 6,200 | $394,285 | 69,527 | -8.2% |
| 2011-05-13 23:12 | 2011-05-13 | CF | CF Industries Holdings, Inc. | KUHBACH ROBERT G | Director | Agricultural Inputs | BUY | $134.12 | 250 | $33,530 | 1,952 | +14.7% |
| 2011-05-13 17:42 | 2011-05-12 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $57.39 | 156,300 | $8,970,667 | 80,632,890 | -0.2% |
| 2011-05-13 23:57 | 2011-05-12 | AVD | AMERICAN VANGUARD CORP | KRAFT HERBERT A | Director, 10% owner | Agricultural Inputs | SALE | $10.07 | 98,300 | $989,881 | 3,140,333 | -3.0% |
| 2011-05-14 00:35 | 2011-05-13 | SSD | Simpson Manufacturing Co., Inc. | HERBERT MICHAEL J | Officer; Vice President | Lumber & Wood Production | BUY | $26.65 | 3,400 | $90,605 | 3,400 | +100.0% |
| 2011-05-13 00:17 | 2011-05-10 | RGLD | ROYAL GOLD INC | DEMPSEY STANLEY | Director | Gold | SALE | $59.05 | 5,000 | $295,250 | 146,988 | -3.3% |
| 2011-05-12 23:11 | 2011-05-11 | K | KELLANOVA | Dissinger Ronald L | Officer; Chief Financial Officer | Gold | OPT+S | $57.01 | 26,000 | $1,482,268 | 22,858 | -53.2% |
| 2011-05-12 18:34 | 2011-05-10 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $50.94 | 85,880 | $4,375,122 | 2,302,755 | -3.6% |
| 2011-05-12 22:09 | 2011-05-12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Vaisman Hernan | Officer; Group President, Flavors | Specialty Chemicals | SALE | $64.09 | 2,127 | $136,320 | 41,172 | -4.9% |
| 2011-05-12 22:16 | 2011-05-10 | LXU | LSB INDUSTRIES, INC. | ACKERMAN RAYMOND BASIL | Director | Chemicals | SALE | $46.13 | 1,000 | $46,130 | 6,600 | -13.2% |
| 2011-05-12 23:38 | 2011-05-10 | LXU | LSB INDUSTRIES, INC. | SHELBY ANTONIO M | Director, Officer; Exec VP-Fin/CFO | Chemicals | SALE | $46.11 | 30,000 | $1,383,300 | 2,546 | -92.2% |
| 2011-05-13 00:02 | 2011-05-10 | HDSN | HUDSON TECHNOLOGIES INC /NY | MORCH OTTO C | Director | Specialty Chemicals | SALE | $1.93 | 4,200 | $8,100 | 17,100 | -19.7% |
| 2011-05-12 23:14 | 2011-05-10 | CENX | CENTURY ALUMINUM CO | BLESS MICHAEL A | Officer; Exec. VP and CFO | Aluminum | SALE | $17.13 | 38,618 | $661,526 | 39,974 | -49.1% |
| 2011-05-12 17:55 | 2011-05-11 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $57.10 | 10,000 | $571,007 | 80,789,190 | 0.0% |
| 2011-05-12 18:15 | 2011-05-11 | SYNL | Ascent Industries Co. | BRAAM RONALD H | Other | Chemicals | SALE | $15.00 | 1,800 | $27,000 | 55,804 | -3.1% |
| 2011-05-11 20:03 | 2011-05-09 | EMN | EASTMAN CHEMICAL CO | Johnson Richard L | Officer; SVP, Fibers & Global Sply Chn | Specialty Chemicals | OPT+S | $104.89 | 13,016 | $1,365,259 | 13,517 | -49.1% |
| 2011-05-11 20:02 | 2011-05-09 | K | KELLANOVA | Davidson Bradford J | Officer; Senior Vice President | Gold | OPT+S | $56.64 | 2,745 | $155,477 | 70,977 | -3.7% |
| 2011-05-11 20:02 | 2011-05-09 | K | KELLANOVA | Norman Paul T | Officer; Senior Vice President | Gold | OPT+S | $56.85 | 60,040 | $3,413,016 | 64,110 | -48.4% |
| 2011-05-12 02:55 | 2011-05-10 | LYB | LyondellBasell Industries N.V. | Gallogly James L | Officer; Chief Executive Officer | Specialty Chemicals | OPT+S | $42.12 | 93,983 | $3,958,780 | 1,771,794 | -5.0% |
| 2011-05-11 23:40 | 2011-05-11 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer, 10% owner; President | Other Industrial Metals & Mining | BUY | $0.02 | 10,000 | $150 | 2,570,000 | +0.4% |
| 2011-05-11 23:37 | 2011-05-09 | HUN | Huntsman CORP | Hankins Anthony P | Officer; CEO Asia Pacific & Div Pres | Chemicals | OPT+S | $20.67 | 110,000 | $2,273,447 | 289,022 | -27.6% |
| 2011-05-11 23:36 | 2011-05-09 | HUN | Huntsman CORP | Gerrard Ronald W | Officer; Sr. VP, EHS | Chemicals | OPT+S | $20.62 | 99,581 | $2,053,380 | 0 | -100.0% |
| 2011-05-11 23:24 | 2010-05-09 | WLK | WESTLAKE CORP | Mangieri George J | Officer; VP & Chief Accounting Officer | Specialty Chemicals | OPT+S | $60.25 | 7,489 | $451,212 | 25,755 | -22.5% |
| 2011-05-11 20:02 | 2011-05-09 | K | KELLANOVA | CLARK CLESTEEN A | Officer; SVP - Corporate Affairs | Gold | OPT+S | $56.47 | 19,950 | $1,126,571 | 61,151 | -24.6% |
| 2011-05-11 20:01 | 2011-05-09 | LXU | LSB INDUSTRIES, INC. | SHEAR DAVID MICHAEL | Officer; Senior VP/General Counsel/Sec | Chemicals | SALE | $44.95 | 5,000 | $224,750 | 35,581 | -12.3% |
| 2011-05-11 20:07 | 2011-05-09 | EMN | EASTMAN CHEMICAL CO | ESPELAND CURTIS E | Officer; SVP & CFO | Specialty Chemicals | OPT+S | $103.85 | 24,985 | $2,594,590 | 2,277 | -91.6% |
| 2011-05-11 17:52 | 2011-05-10 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer; Sr. VP-Human Resources | Specialty Chemicals | OPT+S | $85.02 | 4,175 | $354,959 | 43,128 | -8.8% |
| 2011-05-11 17:44 | 2011-05-10 | SYNL | Ascent Industries Co. | BRAAM RONALD H | Other | Chemicals | SALE | $15.00 | 900 | $13,500 | 57,604 | -1.5% |
| 2011-05-11 22:46 | 2011-05-10 | SMG | SCOTTS MIRACLE-GRO CO | FLANNERY JOSEPH P | Director | Agricultural Inputs | OPT+S | $60.38 | 15,463 | $933,645 | 4,000 | -79.4% |
| 2011-05-12 04:46 | 2011-05-11 | GORO | GOLD RESOURCE CORP | REID DAVID C | Officer; VP of Exploration, Secy/Treas | Other Precious Metals & Mining | SALE | $27.00 | 4,000 | $108,000 | 2,913,757 | -0.1% |
| 2011-05-11 21:20 | 2011-05-10 | SCL | STEPAN CO | MASON SCOTT C | Officer; Vice President, Supply Chain | Specialty Chemicals | BUY | $67.10 | 2,066 | $138,629 | 4,566 | +82.6% |
| 2011-05-11 23:23 | 2011-05-10 | WLK | WESTLAKE CORP | LUKENS MAX L | Director | Specialty Chemicals | OPT+S | $60.66 | 5,584 | $338,741 | 8,225 | -40.4% |
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.