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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011-05-12 00:19 | 2011-05-11 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $34.00 | 4,699 | $159,766 | 0 | +100.0% |
| 2011-05-11 18:40 | 2011-05-10 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $9.50 | 6,500 | $61,750 | 64,039 | -9.2% |
| 2011-05-10 23:11 | 2011-05-09 | LXU | LSB INDUSTRIES, INC. | Rieker Harold L | Officer; Vice President/Prin Acctg Off | Chemicals | SALE | $45.00 | 1,100 | $49,500 | 0 | -100.0% |
| 2011-05-10 19:26 | 2011-05-06 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.79 | 24,745 | $1,231,947 | 2,388,635 | -1.0% |
| 2011-05-10 23:46 | 2011-05-09 | BCPC | BALCHEM CORP | Richardson Paul H | Officer; VP, R&D | Specialty Chemicals | OPT+S | $39.98 | 14,400 | $575,712 | 28,188 | -33.8% |
| 2011-05-10 18:47 | 2011-05-06 | K | KELLANOVA | PILNICK GARY H | Officer; Senior Vice President | Gold | OPT+S | $56.69 | 46,970 | $2,662,861 | 72,166 | -39.4% |
| 2011-05-10 18:19 | 2011-05-06 | LXU | LSB INDUSTRIES, INC. | BROWN ROBERT C MD | Director | Chemicals | SALE | $44.00 | 20,000 | $880,000 | 30,727 | -39.4% |
| 2011-05-11 03:24 | 2011-05-10 | RS | RELIANCE, INC. | HANNAH DAVID H | Director, Officer; CEO and Chairman | Steel | SALE | $54.74 | 10,000 | $547,400 | 220,000 | -4.3% |
| 2011-05-11 01:58 | 2011-05-10 | CMP | COMPASS MINERALS INTERNATIONAL INC | CLARK KEITH E | Officer; Vice President | Other Industrial Metals & Mining | OPT+S | $93.29 | 14,000 | $1,306,060 | 37,967 | -26.9% |
| 2011-05-11 00:30 | 2011-05-10 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $57.01 | 75,000 | $4,275,825 | 80,799,190 | -0.1% |
| 2011-05-11 00:40 | 2011-05-09 | FCX | FREEPORT-MCMORAN INC | JOHNSTON J BENNETT | Other | Copper | BUY | $51.16 | 1,115 | $57,046 | 115 | +100.0% |
| 2011-05-11 00:50 | 2011-05-10 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $34.30 | 1,038 | $35,603 | 0 | +100.0% |
| 2011-05-10 18:09 | 2011-05-09 | CMT | CORE MOLDING TECHNOLOGIES INC | HELLMOLD RALPH O | Director | Specialty Chemicals | SALE | $8.96 | 5,000 | $44,814 | 70,539 | -6.6% |
| 2011-05-09 21:24 | 2011-05-05 | SMG | SCOTTS MIRACLE-GRO CO | Hagedorn Partnership, L.P. | 10% owner | Agricultural Inputs | SALE | $57.54 | 188,146 | $10,825,225 | 19,390,485 | -1.0% |
| 2011-05-09 19:08 | 2011-05-06 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer; Sr. VP & Gen. Counsel | Specialty Chemicals | OPT+S | $91.13 | 14,300 | $1,303,212 | 7,588 | -65.3% |
| 2011-05-10 00:30 | 2011-05-09 | LYB | LyondellBasell Industries N.V. | Bindra Jagjeet S. | Director | Specialty Chemicals | BUY | $41.22 | 5,000 | $206,092 | 5,000 | +100.0% |
| 2011-05-09 23:27 | 2011-05-09 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $12.60 | 350 | $4,410 | 6,063,314 | +0.0% |
| 2011-05-09 23:27 | 2011-05-05 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $12.80 | 13,875 | $177,597 | 6,062,964 | -0.2% |
| 2011-05-09 23:39 | 2011-05-06 | WLK | WESTLAKE CORP | Mangieri George J | Officer; VP & Chief Accounting Officer | Specialty Chemicals | OPT+S | $60.27 | 7,435 | $448,087 | 25,755 | -22.4% |
| 2011-05-10 04:25 | 2011-05-05 | LYB | LyondellBasell Industries N.V. | ARES CORPORATE OPPORTUNITIES FUND III LP | Director | Specialty Chemicals | SALE | $40.98 | 9,027,999 | $370,007,122 | 13,802,798 | -39.5% |
| 2011-05-10 01:31 | 2011-05-06 | LXU | LSB INDUSTRIES, INC. | GOSS DAVID R | Director, Officer; Ex VP-Operations/Asst Sec | Chemicals | SALE | $43.48 | 30,000 | $1,304,400 | 101,690 | -22.8% |
| 2011-05-09 21:29 | 2011-05-05 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN PETER | 10% owner | Agricultural Inputs | SALE | $57.54 | 132,138 | $7,602,732 | 2,772,683 | -4.5% |
| 2011-05-09 22:55 | 2011-04-26 | VHI | VALHI INC /DE/ | MCILROY W HAYDEN | Director | Chemicals | SALE | $30.89 | 1,500 | $46,331 | 6,000 | -20.0% |
| 2011-05-09 19:57 | 2011-05-05 | SMG | SCOTTS MIRACLE-GRO CO | HAGEDORN KATHERINE LITTLEFIELD | Director, 10% owner | Agricultural Inputs | OPT+S | $57.53 | 70,285 | $4,043,468 | 3,314,361 | -2.1% |
| 2011-05-06 17:47 | 2011-05-04 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $49.92 | 45,700 | $2,281,225 | 2,413,380 | -1.9% |
| 2011-05-06 21:48 | 2011-05-06 | SYNL | Ascent Industries Co. | KACZKA JEFFREY | Director | Chemicals | BUY | $14.69 | 2,000 | $29,370 | 2,998 | +200.4% |
| 2011-05-06 20:53 | 2011-05-04 | NEM | NEWMONT Corp /DE/ | KERR THOMAS R. | Officer; SVP, North American Operations | Gold | SALE | $56.78 | 24 | $1,363 | 13,817 | -0.2% |
| 2011-05-06 20:50 | 2011-05-04 | NEM | NEWMONT Corp /DE/ | Schummer David | Officer; SVP, African Operations | Gold | SALE | $56.76 | 91 | $5,165 | 6,484 | -1.4% |
| 2011-05-07 01:25 | 2011-05-04 | ENRT | Enertopia Corp. | BUNKA CHRISTOPHER | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.30 | 5,000 | $1,500 | 2,273,333 | +0.2% |
| 2011-05-05 18:33 | 2011-05-03 | OLN | OLIN Corp | Chirumbole Frank W | Officer; President, Chlor Alkali Prod. | Chemicals | OPT+S | $25.05 | 12,000 | $300,600 | 13,548 | -47.0% |
| 2011-05-05 16:55 | 2011-05-04 | PPG | PPG INDUSTRIES INC | SEKMAKAS VIKTORAS R | Officer; Sr.VP Ind Coat & Pres A/P Coat | Specialty Chemicals | OPT+S | $91.55 | 7,500 | $686,630 | 11,810 | -38.8% |
| 2011-05-06 00:31 | 2011-05-05 | ENRT | Enertopia Corp. | McAllister Robert | Director, Officer; President | Other Industrial Metals & Mining | BUY | $0.14 | 5,000 | $700 | 2,560,000 | +0.2% |
| 2011-05-05 18:33 | 2011-05-03 | OLN | OLIN Corp | Fischer John E. | Officer; Senior Vice President & CFO | Chemicals | OPT+S | $25.05 | 57,750 | $1,446,638 | 59,565 | -49.2% |
| 2011-05-05 18:32 | 2011-05-03 | OLN | OLIN Corp | PAIN GEORGE H | Officer; Sr. VP, Gen. Counsel & Sec. | Chemicals | OPT+S | $25.08 | 34,167 | $856,908 | 32,754 | -51.1% |
| 2011-05-05 23:20 | 2011-05-05 | MLM | MARTIN MARIETTA MATERIALS INC | VINROOT RICHARD A | Director | Building Materials | OPT+S | $87.75 | 2,000 | $175,506 | 6,639 | -23.2% |
| 2011-05-06 00:32 | 2011-05-05 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $31.55 | 10,000 | $315,500 | 0 | +100.0% |
| 2011-05-04 17:28 | 2011-05-02 | KALU | KAISER ALUMINUM CORP | VEBA for Retirees of Kaiser Aluminum | 10% owner | Aluminum | SALE | $50.95 | 61,000 | $3,107,724 | 2,459,080 | -2.4% |
| 2011-05-04 23:38 | 2011-05-02 | KOP | Koppers Holdings Inc. | Turner Walter W | Director, Officer; President and CEO | Specialty Chemicals | SALE | $45.83 | 10,000 | $458,300 | 261,372 | -3.7% |
| 2011-05-04 23:47 | 2011-05-02 | OLN | OLIN Corp | Curley Stephen C | Officer; Vice President and Treasurer | Chemicals | OPT+S | $25.60 | 8,644 | $221,308 | 10,642 | -44.8% |
| 2011-05-04 22:39 | 2011-05-02 | MOS | MOSAIC CO | BEUG NORMAN B | Officer; Senior Vice President | Agricultural Inputs | SALE | $75.00 | 3,280 | $246,000 | 83,534 | -3.8% |
| 2011-05-04 18:10 | 2011-05-03 | APD | Air Products and Chemicals Inc. | MINELLA LYNN C | Officer; Sr. V.P. Human Resources | Specialty Chemicals | OPT+S | $94.06 | 26,000 | $2,445,560 | 36,814 | -41.4% |
| 2011-05-04 17:34 | 2011-05-02 | AVD | AMERICAN VANGUARD CORP | SODERLIND CARL R | Director | Agricultural Inputs | SALE | $8.96 | 1,000 | $8,960 | 65,791 | -1.5% |
| 2011-05-04 19:16 | 2011-05-02 | SYNL | Ascent Industries Co. | BRAAM RONALD H | Other | Chemicals | SALE | $15.00 | 999 | $14,985 | 58,504 | -1.7% |
| 2011-05-04 18:10 | 2011-05-04 | APD | Air Products and Chemicals Inc. | BAEZA MARIO | Director | Specialty Chemicals | SALE | $93.86 | 2,000 | $187,726 | 0 | -100.0% |
| 2011-05-04 23:56 | 2011-05-04 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $31.05 | 5,000 | $155,250 | 0 | +100.0% |
| 2011-05-03 23:20 | 2011-04-29 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | BUY | $12.59 | 1,295 | $16,304 | 6,076,839 | +0.0% |
| 2011-05-03 23:20 | 2011-04-28 | FFUS | FutureFuel Corp. | Revelation Special Situations Fund Ltd | 10% owner | Specialty Chemicals | SALE | $13.02 | 1,625 | $21,162 | 6,075,544 | 0.0% |
| 2011-05-03 22:58 | 2011-03-30 | FF | FutureFuel Corp. | Baker David | Officer; Sr. VP - Oper. Support FFCC | Specialty Chemicals | BUY | $10.74 | 500 | $5,371 | 7,150 | +7.5% |
| 2011-05-04 02:30 | 2011-04-29 | WDFC | WD 40 CO | REMBOLT JAY | Officer; Vice President Finance & CFO | Specialty Chemicals | OPT+S | $41.45 | 2,517 | $104,317 | 18,611 | -11.9% |
| 2011-05-04 00:54 | 2011-05-03 | VHI | VALHI INC /DE/ | SIMMONS HAROLD C | Director, Officer, 10% owner; Chairman of the Board | Chemicals | BUY | $31.65 | 1,096 | $34,688 | 0 | +100.0% |
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.